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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 38
增持 52
减持 38
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$16.5M
4,160
-91%
增持
BIL
SPDR SER TR
+$7.5M
86,062
+1717%
建仓
IHE
ISHARES TR
+$7.4M
116,854
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
ITA
ISHARES TR
-$7.2M
0
-100%
建仓
SGOV
ISHARES TR
+$6.2M
61,748
建仓
XLI
SELECT SECTOR SPDR TR
+$5.8M
48,056
减持
XLK
SELECT SECTOR SPDR TR
-$5.6M
4,037
-88%
建仓
—
LISTED FD TR
+$4.9M
192,178
增持
GLD
SPDR GOLD TR
+$4.2M
21,319
+731%
减持
ITOT
ISHARES TR
-$4.2M
2,008
-95%
增持
JNJ
JOHNSON & JOHNSON
+$2.9M
30,657
+211%
清仓
HWM
HOWMET AEROSPACE INC
-$2.8M
0
-100%
减持
TSLA
TESLA INC
-$2.8M
34,652
-1%
清仓
YUM
YUM BRANDS INC
-$2.8M
0
-100%
增持
MRK
MERCK & CO INC
+$2.7M
32,753
+164%
减持
MCD
MCDONALDS CORP
-$2.6M
4,513
-66%
建仓
TSCO
TRACTOR SUPPLY CO
+$2.6M
10,305
增持
TMUS
T-MOBILE US INC
+$2.6M
17,797
+874%
建仓
SYY
SYSCO CORP
+$2.5M
32,811
建仓
AME
AMETEK INC
+$2.4M
13,595
建仓
AVY
AVERY DENNISON CORP
+$2.4M
11,260
清仓
DRI
DARDEN RESTAURANTS INC
-$2.3M
0
-100%
清仓
PAYX
PAYCHEX INC
-$2.3M
0
-100%
清仓
CI
THE CIGNA GROUP
-$2.2M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$1.5M
7,538
-3%
建仓
FSS
FEDERAL SIGNAL CORP
+$1.5M
18,221
增持
AAPL
APPLE INC
-$1.4M
87,470
+2%
增持
—
EXXON MOBIL CORP
+$1.4M
63,023
+1%
增持
MO
ALTRIA GROUP INC
+$1.3M
78,483
+62%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.0M
25,690
+225%
增持
DVN
DEVON ENERGY CORP NEW
+$1.0M
29,842
+145%
清仓
—
OVERSEAS SHIPHOLDING GROUP I
-$987.8K
0
-100%
增持
META
META PLATFORMS INC
+$972.1K
6,370
+13%
减持
ZECP
ZACKS TRUST
-$865.0K
255,012
-13%
减持
SPIB
SPDR SER TR
-$834.4K
33,472
-42%
减持
DOW
DOW INC
-$832.0K
9,951
-62%
建仓
DGRO
ISHARES TR
+$783.7K
14,067
增持
JPM
JPMORGAN CHASE & CO
+$739.8K
26,993
+8%
增持
AMZN
AMAZON COM INC
+$652.8K
33,433
+0%
增持
MSBI
MIDLAND STATES BANCORP INC
+$642.5K
105,286
+48%
增持
GL
GLOBE LIFE INC
-$632.6K
22,565
+26%
增持
ELV
ELEVANCE HEALTH INC
+$600.0K
5,254
+16%
减持
SPY
SPDR S&P 500 ETF TR
-$598.1K
6,693
-19%
清仓
WFG
WEST FRASER TIMBER CO LTD
-$583.1K
0
-100%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$563.4K
36,165
-1%
增持
VTI
VANGUARD INDEX FDS
+$555.0K
8,232
+33%
增持
XLF
SELECT SECTOR SPDR TR
+$546.0K
150,291
+3%
建仓
Z
ZILLOW GROUP INC
+$536.2K
12,821
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$516.3K
11,180
-37%
减持
NOW
SERVICENOW INC
-$509.8K
1,201
-36%
增持
—
FIVERR INTL LTD
+$508.5K
38,143
+308%
建仓
VOO
VANGUARD INDEX FDS
+$466.9K
1,026
增持
CVX
CHEVRON CORP NEW
+$458.8K
22,503
+4%
减持
—
ROYAL CARIBBEAN GROUP
-$458.2K
1,867
-67%
建仓
ACWI
ISHARES TR
+$450.8K
4,312
增持
RSG
REPUBLIC SVCS INC
+$450.1K
15,614
+2%
增持
WMT
WALMART INC
+$449.4K
30,240
+261%
建仓
—
CAPRI HOLDINGS LIMITED
+$432.0K
11,211
增持
ORLY
OREILLY AUTOMOTIVE INC
+$429.5K
2,516
+3%
建仓
—
WIX COM LTD
+$416.9K
3,434
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$404.4K
11,273
+191%
减持
WM
WASTE MGMT INC DEL
+$402.6K
14,793
-0%
清仓
INTC
INTEL CORP
-$400.4K
0
-100%
增持
STLD
STEEL DYNAMICS INC
+$400.1K
8,852
+23%
减持
BND
VANGUARD BD INDEX FDS
-$395.5K
6,520
-44%
增持
WRB
BERKLEY W R CORP
+$391.9K
31,971
+4%
增持
FCX
FREEPORT-MCMORAN INC
+$389.9K
19,368
+39%
增持
GBIL
GOLDMAN SACHS ETF TR
+$387.5K
7,702
+101%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$369.6K
4,925
+10%
建仓
OMCL
OMNICELL COM
+$363.7K
13,069
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$363.6K
7,484
清仓
—
NEW YORK CMNTY BANCORP INC
-$361.5K
0
-100%
增持
SQ
BLOCK INC
+$360.2K
9,571
+107%
减持
IGIB
ISHARES TR
-$355.7K
6,061
-52%
减持
—
ARCH RESOURCES INC
-$353.7K
9,045
-17%
建仓
MCK
MCKESSON CORP
+$351.6K
670
增持
CAT
CATERPILLAR INC
+$337.9K
5,382
+0%
减持
FDVV
FIDELITY COVINGTON TRUST
-$326.6K
14,980
-35%
清仓
XLC
SELECT SECTOR SPDR TR
-$325.2K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$319.2K
7,762
-43%
增持
CALM
CAL MAINE FOODS INC
+$319.0K
12,721
+55%
建仓
VHT
VANGUARD WORLD FD
+$318.2K
1,256
清仓
BA
BOEING CO
-$317.3K
0
-100%
减持
HYG
ISHARES TR
-$297.7K
13,293
-21%
建仓
PAYC
PAYCOM SOFTWARE INC
+$295.4K
1,612
建仓
HCA
HCA HEALTHCARE INC
+$292.9K
960
建仓
UAPR
INNOVATOR ETFS TRUST
+$292.0K
10,689
清仓
MDB
MONGODB INC
-$285.4K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$284.7K
8,396
+1%
减持
GILD
GILEAD SCIENCES INC
-$282.7K
3,303
-44%
建仓
EME
EMCOR GROUP INC
+$280.5K
854
建仓
ALB
ALBEMARLE CORP
+$279.8K
2,495
增持
AGG
ISHARES TR
+$279.0K
37,595
+12%
增持
CTRA
COTERRA ENERGY INC
+$278.3K
28,386
+40%
减持
UNH
UNITEDHEALTH GROUP INC
-$276.7K
7,079
-0%
建仓
PLNT
PLANET FITNESS INC
+$272.5K
4,643
增持
GOOGL
ALPHABET INC
+$269.2K
15,282
+4%
清仓
ROK
ROCKWELL AUTOMATION INC
-$267.1K
0
-100%
建仓
UGI
UGI CORP NEW
+$263.9K
10,254
建仓
—
TRANE TECHNOLOGIES PLC
+$260.9K
905
建仓
—
SPOTIFY TECHNOLOGY S A
+$256.2K
929
减持
IT
GARTNER INC
-$253.1K
1,366
-29%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$241.1K
8,731
-17%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$238.5K
0
-100%
增持
—
GENCO SHIPPING & TRADING LTD
+$237.6K
25,564
+41%
建仓
UDEC
INNOVATOR ETFS TRUST
+$235.1K
7,177
清仓
SPHY
SPDR SER TR
-$234.4K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$233.0K
1,338
建仓
TFC
TRUIST FINL CORP
+$230.6K
6,266
建仓
—
JOHNSON CTLS INTL PLC
+$229.3K
3,602
增持
IVV
ISHARES TR
+$228.2K
1,149
+60%
建仓
ABNB
AIRBNB INC
+$228.0K
1,471
增持
ABBV
ABBVIE INC
+$227.3K
12,406
+11%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$226.1K
1,172
清仓
DECW
AIM ETF PRODUCTS TRUST
-$223.7K
0
-100%
建仓
SEIV
SEI EXCHANGE TRADED FUNDS
+$221.9K
7,575
建仓
TXT
TEXTRON INC
+$221.2K
2,371
增持
RIO
RIO TINTO PLC
+$219.4K
18,114
+28%
建仓
SEIM
SEI EXCHANGE TRADED FUNDS
+$217.0K
7,312
建仓
CEG
CONSTELLATION ENERGY CORP
+$215.1K
1,189
减持
—
CHUBB LIMITED
+$213.7K
10,660
-1%
清仓
EVRG
EVERGY INC
-$210.3K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$209.9K
0
-100%
增持
NFLX
NETFLIX INC
+$209.1K
1,206
+29%
减持
AMAT
APPLIED MATLS INC
+$206.4K
7,245
-6%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$206.3K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$203.1K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$200.9K
1,841
-18%
增持
TGT
TARGET CORP
+$198.8K
2,868
+44%
减持
LLY
ELI LILLY & CO
+$188.9K
2,745
-3%
减持
ADBE
ADOBE INC
-$187.6K
595
-23%
减持
MDLZ
MONDELEZ INTL INC
-$181.5K
5,229
-29%
减持
TJX
TJX COS INC NEW
-$177.8K
27,953
-4%
增持
OC
OWENS CORNING NEW
+$172.6K
5,130
+19%
增持
CSCO
CISCO SYS INC
+$168.1K
45,650
+13%
增持
NUE
NUCOR CORP
+$167.0K
3,744
+15%
增持
AEP
AMERICAN ELEC PWR CO INC
+$156.3K
7,448
+27%
减持
JNK
SPDR SER TR
-$153.3K
4,611
-25%
减持
COP
CONOCOPHILLIPS
+$151.3K
13,849
-6%
增持
COIN
COINBASE GLOBAL INC
+$150.9K
1,847
+9%
增持
QCOM
QUALCOMM INC
+$148.6K
5,304
+7%
减持
LW
LAMB WESTON HLDGS INC
-$144.4K
3,918
-9%
增持
SPYV
SPDR SER TR
+$142.8K
7,925
+56%
减持
GOOG
ALPHABET INC
+$141.8K
13,624
-1%
清仓
FHN
FIRST HORIZON CORPORATION
-$141.4K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$130.1K
6,543
+14%
减持
AVGO
BROADCOM INC
+$129.7K
1,593
-2%
减持
V
VISA INC
-$123.5K
15,081
-5%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$119.8K
2,139
+19%
增持
GD
GENERAL DYNAMICS CORP
+$119.4K
3,047
+0%
