小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 23
增持 35
减持 72
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$16.1M
44,629
+664%
减持
XLE
SELECT SECTOR SPDR TR
-$9.9M
6,701
-94%
减持
XLC
SELECT SECTOR SPDR TR
-$7.5M
4,427
-96%
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
HDV
ISHARES TR
-$7.2M
0
-100%
建仓
ITA
ISHARES TR
+$7.2M
59,336
减持
BIL
SPDR SER TR
-$6.9M
4,736
-94%
清仓
SGOV
ISHARES TR
-$6.8M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$5.6M
33,035
+722%
建仓
XLF
SELECT SECTOR SPDR TR
+$5.5M
146,608
减持
GLD
SPDR GOLD TR
-$4.5M
2,567
-91%
增持
ITOT
ISHARES TR
+$4.2M
41,625
+1741%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$3.0M
36,419
建仓
HWM
HOWMET AEROSPACE INC
+$2.8M
50,896
减持
MSI
MOTOROLA SOLUTIONS INC
-$2.7M
668
-93%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.5M
4,474
-63%
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.5M
4,278
-92%
增持
MCD
MCDONALDS CORP
+$2.5M
13,132
+134%
建仓
DRI
DARDEN RESTAURANTS INC
+$2.3M
14,597
建仓
CI
THE CIGNA GROUP
+$2.2M
7,299
建仓
WRB
BERKLEY W R CORP
+$2.2M
30,770
清仓
NDAQ
NASDAQ INC
-$2.2M
0
-100%
清仓
CME
CME GROUP INC
-$2.2M
0
-100%
减持
KO
COCA COLA CO
-$2.1M
12,244
-77%
建仓
GL
GLOBE LIFE INC
+$2.1M
17,838
减持
PEP
PEPSICO INC
-$2.0M
9,603
-57%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
10,463
+239%
增持
TSLA
TESLA INC
-$961.1K
34,836
+0%
减持
—
EXXON MOBIL CORP
-$900.1K
62,320
-2%
减持
NVDA
NVIDIA CORPORATION
+$729.5K
7,784
-3%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$712.2K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$608.7K
17,697
+73%
减持
IGIB
ISHARES TR
-$602.0K
12,740
-52%
清仓
IP
INTERNATIONAL PAPER CO
-$590.5K
0
-100%
减持
AMZN
AMAZON COM INC
+$565.9K
33,404
-5%
减持
ZECP
ZACKS TRUST
+$494.2K
294,142
-0%
减持
MSFT
MICROSOFT CORP
+$475.7K
19,246
-8%
减持
JPM
JPMORGAN CHASE & CO
+$455.5K
25,106
-3%
减持
—
AON PLC
-$432.0K
13,325
-1%
减持
ISRG
INTUITIVE SURGICAL INC
+$424.4K
5,043
-1%
增持
IWD
ISHARES TR
+$422.5K
6,521
+53%
减持
ADBE
ADOBE INC
-$411.6K
777
-50%
增持
CVX
CHEVRON CORP NEW
-$394.6K
21,625
+2%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$382.7K
3,830
清仓
SPTS
SPDR SER TR
-$361.4K
0
-100%
增持
NOW
SERVICENOW INC
+$357.8K
1,882
+6%
增持
META
META PLATFORMS INC
+$356.4K
5,660
+6%
减持
WMT
WALMART INC
-$328.7K
8,384
-19%
清仓
MCK
MCKESSON CORP
-$322.3K
0
-100%
减持
PFE
PFIZER INC
-$318.6K
29,607
-16%
建仓
SQ
BLOCK INC
+$313.8K
4,624
减持
HYG
ISHARES TR
-$302.9K
16,847
-24%
增持
PNC
PNC FINL SVCS GROUP INC
+$285.1K
7,876
+2%
建仓
TGT
TARGET CORP
+$283.8K
1,998
建仓
NTNX
NUTANIX INC
+$281.7K
5,736
建仓
HAL
HALLIBURTON CO
+$280.6K
8,206
增持
MMM
3M CO
+$275.5K
7,797
+23%
减持
—
ROYAL CARIBBEAN GROUP
-$275.4K
5,667
-50%
减持
HD
HOME DEPOT INC
+$273.8K
7,425
-7%
清仓
FDX
FEDEX CORP
-$270.9K
0
-100%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$265.8K
3,880
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$265.3K
5,396
-42%
清仓
FICO
FAIR ISAAC CORP
-$265.0K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$264.0K
928
减持
SPY
SPDR S&P 500 ETF TR
+$259.0K
8,213
-2%
清仓
IGSB
ISHARES TR
-$258.8K
0
-100%
增持
IEFA
ISHARES TR
+$242.5K
41,670
+0%
建仓
—
FIVERR INTL LTD
+$240.2K
9,344
清仓
DTM
DT MIDSTREAM INC
-$239.6K
0
-100%
减持
AAPL
APPLE INC
+$239.5K
85,429
-3%
建仓
COIN
COINBASE GLOBAL INC
+$238.8K
1,692
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$238.5K
555
减持
COP
CONOCOPHILLIPS
-$237.3K
14,779
-1%
增持
CALM
CAL MAINE FOODS INC
+$236.3K
8,212
+79%
增持
—
ARCH RESOURCES INC
+$234.1K
10,834
+8%
建仓
UBER
UBER TECHNOLOGIES INC
+$229.6K
3,618
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$229.2K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$228.3K
0
-100%
建仓
MCO
MOODYS CORP
+$228.2K
606
清仓
CVS
CVS HEALTH CORP
-$226.4K
0
-100%
清仓
PNW
PINNACLE WEST CAP CORP
-$225.9K
0
-100%
减持
AVGO
BROADCOM INC
+$224.9K
1,627
-8%
清仓
SCHO
SCHWAB STRATEGIC TR
-$222.0K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$217.0K
0
-100%
建仓
XYLD
GLOBAL X FDS
+$216.3K
5,444
减持
GOOG
ALPHABET INC
-$208.4K
13,780
-11%
清仓
SPAB
SPDR SER TR
-$204.4K
0
-100%
建仓
PHM
PULTE GROUP INC
+$203.2K
1,921
建仓
SCHA
SCHWAB STRATEGIC TR
+$203.1K
4,436
减持
RSG
REPUBLIC SVCS INC
+$200.5K
15,329
-2%
减持
GOOGL
ALPHABET INC
-$194.9K
14,679
-10%
增持
RIO
RIO TINTO PLC
+$193.0K
14,183
+14%
减持
WM
WASTE MGMT INC DEL
+$186.1K
14,846
-4%
减持
UNM
UNUM GROUP
-$181.7K
8,774
-22%
减持
VTEB
VANGUARD MUN BD FDS
-$180.5K
8,804
-33%
减持
RTX
RTX CORPORATION
-$176.7K
5,313
-38%
增持
FCX
FREEPORT-MCMORAN INC
+$174.1K
13,915
+28%
增持
CAT
CATERPILLAR INC
+$160.4K
5,378
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$158.5K
5,294
+6%
增持
CTRA
COTERRA ENERGY INC
+$154.2K
20,231
+67%
减持
VTV
VANGUARD INDEX FDS
-$153.2K
9,985
-16%
减持
V
VISA INC
+$149.9K
15,877
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$140.6K
33,717
-7%
减持
DVN
DEVON ENERGY CORP NEW
-$140.0K
12,188
-9%
增持
VTI
VANGUARD INDEX FDS
+$139.6K
6,174
+1%
增持
ORCL
ORACLE CORP
+$137.7K
5,009
+41%
增持
PANW
PALO ALTO NETWORKS INC
+$137.1K
1,101
+32%
增持
INTC
INTEL CORP
+$136.0K
8,404
+15%
减持
JNK
SPDR SER TR
-$135.3K
6,128
-24%
减持
BAC
BANK AMERICA CORP
+$135.1K
28,252
-3%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$132.7K
31,854
+2%
减持
MA
MASTERCARD INCORPORATED
+$131.6K
8,293
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$130.8K
3,545
-5%
减持
UJUL
INNOVATOR ETFS TR
-$129.5K
8,360
-38%
减持
MO
ALTRIA GROUP INC
-$124.6K
48,403
-2%
减持
YUM
YUM BRANDS INC
+$123.9K
21,707
-3%
减持
DE
DEERE & CO
-$121.1K
1,594
-16%
增持
OC
OWENS CORNING NEW
+$120.8K
4,316
+5%
减持
ICSH
ISHARES TR
-$120.8K
7,665
-24%
减持
AGG
ISHARES TR
+$119.5K
33,429
-3%
减持
—
LYONDELLBASELL INDUSTRIES N
-$119.2K
4,882
-20%
减持
FTNT
FORTINET INC
-$118.4K
11,479
-19%
减持
—
NEW YORK CMNTY BANCORP INC
-$114.2K
35,611
-19%
减持
—
BLACKROCK INC
+$114.1K
993
-6%
增持
IWF
ISHARES TR
+$110.0K
1,442
+20%
减持
NOC
NORTHROP GRUMMAN CORP
-$105.8K
623
-23%
减持
NFLX
NETFLIX INC
+$103.7K
935
-7%
减持
—
OVERSEAS SHIPHOLDING GROUP I
+$101.9K
192,185
-0%
减持
VBK
VANGUARD INDEX FDS
-$101.3K
891
-39%
减持
VUG
VANGUARD INDEX FDS
+$99.5K
8,331
-7%
减持
ABBV
ABBVIE INC
+$99.3K
11,218
-4%
减持
ABT
ABBOTT LABS
+$98.9K
4,844
-1%
增持
NEE
NEXTERA ENERGY INC
+$98.8K
9,583
+7%
增持
—
ACCENTURE PLC IRELAND
+$97.1K
2,254
+1%
清仓
VLY
VALLEY NATL BANCORP
-$96.3K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$94.0K
2,059
+11%
减持
NKE
NIKE INC
-$93.1K
4,435
-19%
减持
MAR
MARRIOTT INTL INC NEW
+$92.3K
3,954
-3%
减持
QCOM
QUALCOMM INC
+$92.2K
4,945
-7%
减持
TJX
TJX COS INC NEW
+$90.7K
29,264
-2%
减持
FITB
FIFTH THIRD BANCORP
+$86.4K
10,247
-4%
减持
WFG
WEST FRASER TIMBER CO LTD
+$85.5K
6,762
-6%
增持
BND
VANGUARD BD INDEX FDS
+$84.9K
11,690
+4%
减持
LW
LAMB WESTON HLDGS INC
+$82.0K
4,309
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$79.6K
9,705
-16%
增持
GD
GENERAL DYNAMICS CORP
+$78.1K
3,041
+8%
增持
SPYG
SPDR SER TR
+$76.9K
6,392
+14%
减持
BP
BP PLC
-$74.3K
11,638
-0%
增持
PLD
PROLOGIS INC.
+$71.9K
2,984
+1%
减持
—
ARISTA NETWORKS INC
+$69.6K
1,239
-0%
减持
CRM
SALESFORCE INC
+$69.2K
1,493
-7%
