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Accurate Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Accurate Wealth Management, LLC
报告期 2026-03-31 · CIK 0001877728
持仓数
533
前50大市值合计
$430.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 32
增持 58
减持 26
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$22.1M
5,845
-91%
增持
XLE
SELECT SECTOR SPDR TR
+$9.9M
114,455
+1690%
减持
XLK
SELECT SECTOR SPDR TR
-$8.4M
4,019
-92%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
XLY
SELECT SECTOR SPDR TR
-$8.1M
0
-100%
建仓
HDV
ISHARES TR
+$7.2M
73,332
增持
BIL
SPDR SER TR
+$6.8M
79,954
+1205%
建仓
SGOV
ISHARES TR
+$6.8M
67,295
减持
ITOT
ISHARES TR
-$4.8M
2,261
-96%
增持
GLD
SPDR GOLD TR
+$4.5M
27,670
+943%
增持
ZECP
ZACKS TRUST
+$2.9M
294,218
+70%
减持
XLC
SELECT SECTOR SPDR TR
-$2.7M
114,488
-27%
减持
MCD
MCDONALDS CORP
-$2.6M
5,609
-59%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$2.5M
4,324
-91%
建仓
WM
WASTE MGMT INC DEL
+$2.5M
15,460
增持
UNH
UNITEDHEALTH GROUP INC
+$2.5M
7,245
+143%
清仓
DOV
DOVER CORP
-$2.4M
0
-100%
建仓
PAYX
PAYCHEX INC
+$2.4M
19,923
建仓
RSG
REPUBLIC SVCS INC
+$2.3M
15,615
建仓
ELV
ELEVANCE HEALTH INC
+$2.2M
4,698
建仓
CME
CME GROUP INC
+$2.2M
10,099
增持
KO
COCA COLA CO
+$2.2M
53,238
+356%
清仓
HUM
HUMANA INC
-$2.2M
0
-100%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$2.1M
0
-100%
减持
UNP
UNION PAC CORP
-$2.1M
2,089
-83%
清仓
TRV
TRAVELERS COMPANIES INC
-$2.1M
0
-100%
清仓
IEX
IDEX CORP
-$2.1M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$2.1M
27,770
+109%
减持
MRK
MERCK & CO INC
-$2.0M
14,272
-57%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.0M
2,450
+654%
减持
SPY
SPDR S&P 500 ETF TR
-$1.4M
8,378
-26%
减持
VTEB
VANGUARD MUN BD FDS
-$1.4M
13,148
-67%
增持
MUB
ISHARES TR
+$1.3M
25,508
+117%
增持
MSFT
MICROSOFT CORP
+$1.2M
20,859
+25%
增持
V
VISA INC
+$1.1M
16,759
+38%
减持
VTI
VANGUARD INDEX FDS
-$989.1K
6,122
-41%
清仓
IXUS
ISHARES TR
-$972.6K
0
-100%
增持
—
EXXON MOBIL CORP
+$809.2K
63,287
+2%
增持
CVX
CHEVRON CORP NEW
+$781.6K
21,104
+18%
增持
GOOGL
ALPHABET INC
+$778.0K
16,326
+36%
增持
—
ARCH RESOURCES INC
+$745.8K
10,063
+29%
清仓
HYD
VANECK ETF TRUST
-$720.2K
0
-100%
增持
LLY
ELI LILLY & CO
+$657.1K
3,004
+15%
建仓
HYMB
SPDR SER TR
+$619.4K
26,502
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$617.6K
31,306
+99%
清仓
VOO
VANGUARD INDEX FDS
-$608.0K
0
-100%
增持
META
META PLATFORMS INC
+$577.7K
5,359
+43%
清仓
O
REALTY INCOME CORP
-$569.3K
0
-100%
增持
IJH
ISHARES TR
+$566.1K
10,115
+37%
清仓
DGRO
ISHARES TR
-$544.6K
0
-100%
增持
TSLA
TESLA INC
-$542.6K
34,831
+4%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$476.0K
0
-100%
清仓
SUSA
ISHARES TR
-$473.2K
0
-100%
增持
SPIB
SPDR SER TR
+$468.7K
63,066
+36%
减持
—
OVERSEAS SHIPHOLDING GROUP I
-$463.8K
192,186
-41%
清仓
SCHD
SCHWAB STRATEGIC TR
-$463.0K
0
-100%
增持
IEFA
ISHARES TR
+$462.7K
41,469
+30%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$454.7K
0
-100%
增持
COP
CONOCOPHILLIPS
+$439.3K
14,968
+12%
增持
CSCO
CISCO SYS INC
+$430.6K
38,119
+18%
增持
MA
MASTERCARD INCORPORATED
+$430.4K
8,480
+15%
增持
PEP
PEPSICO INC
-$430.4K
22,218
+5%
增持
STLD
STEEL DYNAMICS INC
+$425.6K
7,037
+130%
减持
CSX
CSX CORP
-$418.2K
20,317
-35%
增持
NVDA
NVIDIA CORPORATION
+$418.0K
8,045
+17%
增持
AMAT
APPLIED MATLS INC
+$396.9K
7,813
+55%
建仓
UJUL
INNOVATOR ETFS TR
+$383.4K
13,430
清仓
HYLB
DBX ETF TR
-$381.2K
0
-100%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$375.1K
0
-100%
清仓
ACWV
ISHARES INC
-$356.5K
0
-100%
减持
MGC
VANGUARD WORLD FD
-$348.1K
2,082
-51%
建仓
JULH
INNOVATOR ETFS TR
+$337.3K
13,659
增持
ISRG
INTUITIVE SURGICAL INC
-$330.0K
5,094
+4%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$327.0K
11,891
增持
—
CHUBB LIMITED
+$326.9K
11,206
+1%
建仓
MCK
MCKESSON CORP
+$322.3K
708
减持
SCHX
SCHWAB STRATEGIC TR
-$321.2K
15,589
-26%
增持
IGIB
ISHARES TR
+$316.3K
26,414
+41%
清仓
USMV
ISHARES TR
-$298.6K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$294.4K
11,241
-23%
增持
TJX
TJX COS INC NEW
+$288.4K
29,763
+5%
清仓
VMC
VULCAN MATLS CO
-$272.7K
0
-100%
建仓
SUB
ISHARES TR
+$269.0K
2,607
清仓
—
THE NECESSITY RETAIL REIT IN
-$267.0K
0
-100%
建仓
—
GENCO SHIPPING & TRADING LTD
+$266.8K
18,261
建仓
SPHY
SPDR SER TR
+$265.8K
12,078
建仓
SPYV
SPDR SER TR
+$265.7K
6,409
建仓
FICO
FAIR ISAAC CORP
+$265.0K
289
清仓
SCHP
SCHWAB STRATEGIC TR
-$264.1K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$261.6K
9,355
-27%
增持
CAT
CATERPILLAR INC
+$260.9K
5,174
+15%
清仓
COWZ
PACER FDS TR
-$258.7K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$256.2K
636
清仓
SCHA
SCHWAB STRATEGIC TR
-$251.8K
0
-100%
增持
SO
SOUTHERN CO
+$251.3K
16,795
+37%
建仓
MDB
MONGODB INC
+$251.3K
687
清仓
ISTB
ISHARES TR
-$250.8K
0
-100%
增持
WMT
WALMART INC
+$249.7K
10,404
+13%
增持
DOW
DOW INC
+$247.7K
26,289
+28%
清仓
GIS
GENERAL MLS INC
-$242.9K
0
-100%
建仓
—
ARISTA NETWORKS INC
+$242.3K
1,240
建仓
BNY
BANK NEW YORK MELLON CORP
+$241.7K
5,569
清仓
UFEB
INNOVATOR ETFS TR
-$238.7K
0
-100%
清仓
FLOT
ISHARES TR
-$238.5K
0
-100%
清仓
EMLC
VANECK ETF TRUST
-$230.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$229.8K
1,012
+57%
建仓
REGN
REGENERON PHARMACEUTICALS
+$229.3K
274
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$229.2K
4,257
清仓
KOCT
INNOVATOR ETFS TR
-$229.1K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$228.3K
3,790
建仓
JULW
AIM ETF PRODUCTS TRUST
+$227.4K
7,650
建仓
—
EATON CORP PLC
+$226.0K
1,067
增持
INTU
INTUIT
+$225.8K
903
+67%
减持
SCHO
SCHWAB STRATEGIC TR
-$225.6K
4,653
-50%
增持
SCHE
SCHWAB STRATEGIC TR
+$220.0K
33,609
+46%
建仓
PANW
PALO ALTO NETWORKS INC
+$219.1K
837
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$217.8K
5,411
增持
QCOM
QUALCOMM INC
+$217.4K
5,306
+72%
增持
MO
ALTRIA GROUP INC
+$216.9K
49,507
+17%
建仓
VGT
VANGUARD WORLD FDS
+$213.0K
500
增持
ABBV
ABBVIE INC
+$209.7K
11,653
+4%
清仓
—
JOHNSON CTLS INTL PLC
-$209.6K
0
-100%
建仓
CALM
CAL MAINE FOODS INC
+$209.1K
4,582
减持
HYG
ISHARES TR
-$207.2K
22,248
-8%
增持
RIO
RIO TINTO PLC
+$206.6K
12,439
+43%
建仓
TJUL
INNOVATOR ETFS TR
+$204.0K
8,280
清仓
TGT
TARGET CORP
-$202.6K
0
-100%
建仓
GNL
GLOBAL NET LEASE INC
+$202.4K
23,530
清仓
GBIL
GOLDMAN SACHS ETF TR
-$201.9K
0
-100%
清仓
AVA
AVISTA CORP
-$201.4K
0
-100%
增持
AMGN
AMGEN INC
+$201.0K
2,924
+5%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$200.5K
12,001
+48%
增持
FTNT
FORTINET INC
-$199.2K
14,202
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$197.6K
21,979
-10%
增持
IP
INTERNATIONAL PAPER CO
+$192.0K
16,628
+31%
减持
BSV
VANGUARD BD INDEX FDS
-$188.0K
2,904
-46%
增持
AVGO
BROADCOM INC
+$177.2K
1,769
+13%
减持
NEE
NEXTERA ENERGY INC
-$177.1K
8,915
-1%
减持
VUG
VANGUARD INDEX FDS
-$172.3K
8,923
-4%
增持
MET
METLIFE INC
+$170.6K
11,743
+18%
增持
RTX
RTX CORPORATION
-$167.7K
8,525
+3%
增持
AJG
GALLAGHER ARTHUR J & CO
+$167.3K
3,400
+14%
减持
GOOG
ALPHABET INC
+$162.6K
15,522
-4%
增持
AGG
ISHARES TR
+$161.3K
34,464
+12%
减持
ROK
ROCKWELL AUTOMATION INC
-$158.6K
834
-29%
增持
HUBB
HUBBELL INC
+$153.1K
1,283
+83%
增持
HD
HOME DEPOT INC
+$151.6K
8,019
+14%
减持
VTIP
VANGUARD MALVERN FDS
-$149.3K
11,514
-21%
增持
IJR
ISHARES TR
+$144.7K
10,623
+26%
增持
MRSH
MARSH & MCLENNAN COS INC
+$144.2K
15,388
+3%
增持
FCX
FREEPORT-MCMORAN INC
+$143.6K
10,879
+76%
