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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 52
增持 69
减持 17
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$17.4M
38,510
+826%
建仓
XLU
SELECT SECTOR SPDR TR
+$8.2M
117,906
增持
AAPL
APPLE INC
+$7.9M
95,447
+9%
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
IHE
ISHARES TR
-$7.4M
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$6.2M
72,054
清仓
SGOV
ISHARES TR
-$6.2M
0
-100%
建仓
ITA
ISHARES TR
+$6.1M
45,422
清仓
XLI
SELECT SECTOR SPDR TR
-$5.8M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$5.6M
11,501
-92%
增持
ITOT
ISHARES TR
+$4.9M
41,650
+1974%
清仓
—
LISTED FD TR
-$4.9M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$4.5M
79,779
+958%
减持
BIL
SPDR SER TR
-$4.2M
40,819
-53%
减持
GLD
SPDR GOLD TR
-$3.9M
3,453
-84%
增持
TSLA
TESLA INC
+$3.9M
35,593
+3%
建仓
IBRX
IMMUNITYBIO INC
+$3.6M
560,000
建仓
NTSX
WISDOMTREE TR
+$2.6M
58,265
增持
CSX
CSX CORP
+$2.5M
92,500
+365%
建仓
TRV
TRAVELERS COMPANIES INC
+$2.5M
11,623
清仓
AME
AMETEK INC
-$2.4M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.3M
21,512
+14%
增持
MO
ALTRIA GROUP INC
+$2.1M
112,768
+44%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
17,251
-44%
增持
ZECP
ZACKS TRUST
+$1.9M
295,856
+16%
清仓
GL
GLOBE LIFE INC
-$1.5M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.5M
37,990
+14%
建仓
DSTL
ETF SER SOLUTIONS
+$1.2M
22,199
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$1.2M
47,867
建仓
NTSI
WISDOMTREE TR
+$1.2M
30,588
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.1M
1,462
-83%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.1M
19,194
+149%
增持
AVGO
BROADCOM INC
+$1.1M
17,533
+1001%
增持
GOOGL
ALPHABET INC
+$1.1M
18,295
+20%
增持
DGRO
ISHARES TR
+$986.2K
29,881
+112%
增持
JPM
JPMORGAN CHASE & CO.
+$929.4K
28,321
+5%
增持
LLY
ELI LILLY & CO
+$852.8K
2,995
+9%
增持
AGG
ISHARES TR
+$740.7K
44,123
+17%
建仓
NTSE
WISDOMTREE TR
+$728.7K
23,756
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$722.7K
20,278
+81%
增持
AMAT
APPLIED MATLS INC
+$707.9K
8,483
+17%
增持
META
META PLATFORMS INC
+$702.4K
7,591
+19%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$653.0K
1
增持
QCOM
QUALCOMM INC
+$646.9K
7,124
+34%
增持
TJX
TJX COS INC NEW
+$590.8K
28,121
+1%
增持
IJR
ISHARES TR
+$570.3K
13,359
+47%
增持
IEFA
ISHARES TR
+$569.9K
45,997
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$566.2K
6,910
+3%
增持
IJH
ISHARES TR
+$551.8K
49,515
+14%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$545.9K
8,999
增持
ISRG
INTUITIVE SURGICAL INC
+$538.1K
5,603
+7%
减持
VUG
VANGUARD INDEX FDS
+$508.5K
8,218
-1%
增持
—
FIVERR INTL LTD
+$505.5K
52,268
+37%
减持
RIO
RIO TINTO PLC
-$496.3K
10,611
-41%
减持
STLD
STEEL DYNAMICS INC
-$492.6K
5,452
-38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$486.0K
5,722
+16%
减持
MA
MASTERCARD INCORPORATED
-$475.2K
7,543
-10%
增持
XLK
SELECT SECTOR SPDR TR
+$458.8K
5,277
+31%
增持
Z
ZILLOW GROUP INC
+$418.6K
18,491
+44%
增持
—
ARISTA NETWORKS INC
+$412.2K
2,045
+55%
建仓
GM
GENERAL MTRS CO
+$394.3K
7,999
增持
BAC
BANK AMERICA CORP
+$386.0K
33,499
+22%
增持
SQ
BLOCK INC
+$384.6K
14,694
+54%
减持
VTI
VANGUARD INDEX FDS
-$384.0K
5,914
-28%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$374.4K
7,422
建仓
FDX
FEDEX CORP
+$373.7K
1,225
增持
TMUS
T-MOBILE US INC
+$372.5K
17,947
+1%
增持
C
CITIGROUP INC
+$361.3K
9,579
+116%
建仓
MAYT
AIM ETF PRODUCTS TRUST
+$355.4K
11,168
增持
SPIB
SPDR SER TR
+$349.1K
43,342
+29%
增持
—
WIX COM LTD
+$344.5K
4,597
+34%
增持
PH
PARKER-HANNIFIN CORP
+$337.9K
1,219
+100%
建仓
XLV
SELECT SECTOR SPDR TR
+$337.2K
2,282
增持
VOO
VANGUARD INDEX FDS
+$332.1K
1,548
+51%
建仓
PINS
PINTEREST INC
+$331.1K
8,006
增持
PG
PROCTER AND GAMBLE CO
+$329.6K
26,142
+4%
增持
HD
HOME DEPOT INC
+$326.9K
8,453
+5%
增持
TXN
TEXAS INSTRS INC
+$323.2K
4,553
+22%
增持
VTV
VANGUARD INDEX FDS
+$320.6K
11,120
+15%
清仓
IGIB
ISHARES TR
-$304.1K
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$303.1K
3,992
+30%
清仓
VRIG
INVESCO ACTIVELY MANAGED ETF
-$302.4K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$301.5K
13,431
+80%
增持
ABBV
ABBVIE INC
+$297.6K
14,052
+13%
建仓
KMB
KIMBERLY-CLARK CORP
+$285.7K
2,026
建仓
IEI
ISHARES TR
+$282.9K
2,428
清仓
ALB
ALBEMARLE CORP
-$279.8K
0
-100%
建仓
MGA
MAGNA INTL INC
+$278.6K
6,267
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$274.6K
0
-100%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$272.6K
16,165
+43%
增持
—
SPOTIFY TECHNOLOGY S A
+$271.6K
1,747
+88%
建仓
SOXX
ISHARES TR
+$269.5K
1,036
建仓
BSV
VANGUARD BD INDEX FDS
+$263.9K
3,420
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$261.5K
3,400
减持
OC
OWENS CORNING NEW
-$259.3K
3,226
-37%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$258.0K
526
建仓
XLY
SELECT SECTOR SPDR TR
+$256.7K
1,342
建仓
DSMC
ETF SER SOLUTIONS
+$253.4K
7,071
减持
—
AON PLC
-$250.3K
12,717
-2%
建仓
IUSG
ISHARES TR
+$250.2K
1,892
建仓
MU
MICRON TECHNOLOGY INC
+$249.7K
1,908
建仓
AOR
ISHARES TR
+$248.2K
4,330
建仓
IYW
ISHARES TR
+$245.9K
1,569
减持
GOOG
ALPHABET INC
+$242.7K
12,567
-8%
增持
—
EXXON MOBIL CORP
-$241.3K
63,493
+1%
建仓
IGSB
ISHARES TR
+$240.9K
4,672
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$240.6K
992
增持
SCHE
SCHWAB STRATEGIC TR
+$236.6K
39,201
+15%
减持
CAT
CATERPILLAR INC
-$235.9K
4,841
-10%
清仓
UDEC
INNOVATOR ETFS TRUST
-$235.1K
0
-100%
建仓
MAYW
AIM ETF PRODUCTS TRUST
+$233.3K
7,914
建仓
VOD
VODAFONE GROUP PLC NEW
+$233.2K
25,820
建仓
IEF
ISHARES TR
+$232.3K
2,454
减持
VTIP
VANGUARD MALVERN FDS
-$229.4K
4,193
-54%
清仓
ABNB
AIRBNB INC
-$228.0K
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$224.7K
15,844
+1%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$223.9K
7,659
增持
TSCO
TRACTOR SUPPLY CO
+$223.2K
10,442
+1%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$223.1K
10,797
建仓
GSUS
GOLDMAN SACHS ETF TR
+$222.5K
2,884
建仓
TLT
ISHARES TR
+$220.9K
2,379
建仓
OKE
ONEOK INC NEW
+$220.8K
2,608
建仓
LEN
LENNAR CORP
+$220.5K
1,385
建仓
QYLD
GLOBAL X FDS
+$219.7K
12,226
建仓
PSTG
PURE STORAGE INC
+$219.1K
3,330
建仓
SCHA
SCHWAB STRATEGIC TR
+$219.1K
4,373
增持
CRWD
CROWDSTRIKE HLDGS INC
+$217.4K
1,320
+33%
建仓
AMP
AMERIPRISE FINL INC
+$214.3K
481
建仓
JAAA
JANUS DETROIT STR TR
+$213.9K
4,214
增持
INTU
INTUIT
+$212.7K
1,137
+29%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$210.3K
7,002
建仓
GPC
GENUINE PARTS CO
+$210.2K
1,488
减持
WMT
WALMART INC
+$209.4K
28,871
-5%
增持
MCD
MCDONALDS CORP
+$208.0K
5,705
+26%
建仓
CFG
CITIZENS FINL GROUP INC
+$207.7K
5,373
增持
ELV
ELEVANCE HEALTH INC
+$206.7K
5,651
+8%
建仓
CMA
COMERICA INC
+$205.2K
3,655
减持
MRSH
MARSH & MCLENNAN COS INC
+$204.7K
14,635
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$204.0K
38,524
+14%
增持
PLNT
PLANET FITNESS INC
+$203.8K
6,228
+34%
建仓
NJUL
INNOVATOR ETFS TRUST
+$203.4K
3,366
增持
ORCL
ORACLE CORP
+$202.5K
5,778
+6%
增持
SO
SOUTHERN CO
+$200.6K
17,613
+5%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$198.8K
2,529
+18%
增持
WM
WASTE MGMT INC DEL
+$198.3K
15,100
+2%
增持
VGT
VANGUARD WORLD FD
+$197.6K
869
+28%
增持
—
CAPRI HOLDINGS LIMITED
+$197.4K
17,953
+60%
增持
MRK
MERCK & CO INC
+$194.9K
33,676
+3%
增持
COST
COSTCO WHSL CORP NEW
+$188.3K
1,002
+7%
增持
CRM
SALESFORCE INC
+$186.7K
2,242
+59%
增持
COP
CONOCOPHILLIPS
-$183.3K
14,043
+1%
