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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 48
增持 71
减持 22
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
CLIP
GLOBAL X FDS
+$24.3M
242,492
清仓
ITA
ISHARES TR
-$6.1M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$5.9M
137,293
+1094%
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。
增持
GLD
SPDR GOLD TR
+$5.8M
26,784
+676%
减持
XLC
SELECT SECTOR SPDR TR
-$5.7M
5,528
-92%
增持
SPY
SPDR S&P 500 ETF TR
+$5.0M
15,299
+121%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$3.2M
3,813
-89%
减持
ZECP
ZACKS TRUST
-$3.2M
180,900
-39%
建仓
CTAS
CINTAS CORP
+$3.1M
14,605
建仓
PGR
PROGRESSIVE CORP
+$2.9M
11,510
建仓
APH
AMPHENOL CORP NEW
+$2.9M
43,666
清仓
TSCO
TRACTOR SUPPLY CO
-$2.8M
0
-100%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$2.8M
11,967
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.8M
46,651
减持
MRK
MERCK & CO INC
-$2.7M
14,039
-58%
减持
CSX
CSX CORP
-$2.4M
21,568
-77%
减持
QQQ
INVESCO QQQ TR
-$2.4M
34,057
-12%
建仓
—
ARCH CAP GROUP LTD
+$2.0M
18,130
增持
AAPL
APPLE INC
+$1.9M
103,801
+9%
增持
NTSX
WISDOMTREE TR
+$1.7M
93,150
+60%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.5M
3,776
-47%
减持
MO
ALTRIA GROUP INC
-$1.5M
77,558
-31%
增持
IVV
ISHARES TR
+$1.5M
3,694
+201%
减持
TSLA
TESLA INC
-$1.4M
34,461
-3%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.4M
33,398
+74%
增持
META
META PLATFORMS INC
+$1.1M
8,364
+10%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
9,587
+62%
建仓
IUSB
ISHARES TR
+$1.0M
22,318
增持
IEFA
ISHARES TR
+$1.0M
59,311
+29%
增持
JPM
JPMORGAN CHASE & CO.
+$996.2K
31,214
+10%
增持
JNJ
JOHNSON & JOHNSON
+$937.5K
21,408
+24%
建仓
MAIN
MAIN STR CAP CORP
+$907.9K
17,795
增持
LLY
ELI LILLY & CO
+$867.7K
4,066
+36%
清仓
—
BLACKROCK INC
-$854.4K
0
-100%
增持
AGG
ISHARES TR
+$854.0K
51,906
+18%
增持
NOW
SERVICENOW INC
+$826.9K
1,623
+83%
增持
NTSI
WISDOMTREE TR
+$721.6K
49,521
+62%
建仓
MOAT
VANECK ETF TRUST
+$669.6K
6,898
减持
—
AON PLC
+$663.4K
12,418
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$652.6K
6,776
+18%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$606.6K
14,296
增持
IJH
ISHARES TR
+$599.7K
57,079
+15%
建仓
QUAL
ISHARES TR
+$585.2K
3,234
增持
HD
HOME DEPOT INC
+$580.1K
8,688
+3%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$575.3K
74,109
+55%
增持
SPIB
SPDR SER TR
+$570.7K
59,690
+38%
建仓
—
SILA REALTY TRUST INC
+$569.6K
21,951
建仓
DDOG
DATADOG INC
+$558.4K
4,401
建仓
SGOV
ISHARES TR
+$550.6K
5,479
建仓
TBIL
RBB FD INC
+$536.4K
10,742
增持
IVW
ISHARES TR
+$532.8K
8,660
+173%
建仓
THO
THOR INDS INC
+$525.7K
4,717
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$522.0K
44,157
+32%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$511.5K
21,256
+31%
减持
TMUS
T-MOBILE US INC
+$511.2K
17,384
-3%
增持
DGRO
ISHARES TR
+$506.5K
35,893
+20%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$498.1K
0
-100%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$495.0K
4,679
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$494.2K
26,277
+30%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$492.7K
1,132
-55%
增持
NTSE
WISDOMTREE TR
+$492.6K
39,036
+64%
增持
Z
ZILLOW GROUP INC
+$491.3K
22,816
+23%
增持
MA
MASTERCARD INCORPORATED
+$480.3K
7,548
+0%
增持
ABBV
ABBVIE INC
+$475.3K
14,779
+5%
建仓
UAUG
INNOVATOR ETFS TRUST
+$470.4K
13,377
建仓
DYNF
BLACKROCK ETF TRUST
+$458.6K
9,112
建仓
—
LIBERTY GLOBAL LTD
+$451.3K
21,279
增持
IEMG
ISHARES INC
+$450.7K
14,034
+127%
增持
SQ
BLOCK INC
+$444.0K
20,931
+42%
增持
MANH
MANHATTAN ASSOCIATES INC
+$432.2K
2,854
+61%
增持
MGA
MAGNA INTL INC
+$425.1K
17,151
+174%
增持
—
CAPRI HOLDINGS LIMITED
+$422.5K
24,439
+36%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$421.3K
34,769
+25%
增持
LMT
LOCKHEED MARTIN CORP
+$419.1K
1,950
+19%
增持
AMAT
APPLIED MATLS INC
-$416.3K
8,709
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$415.9K
2,642
+1%
建仓
CMS
CMS ENERGY CORP
+$414.1K
5,891
增持
OMCL
OMNICELL COM
+$411.5K
21,260
+15%
增持
WMT
WALMART INC
+$411.0K
29,655
+3%
减持
ELV
ELEVANCE HEALTH INC
-$410.0K
5,350
-5%
增持
C
CITIGROUP INC
+$397.5K
16,302
+70%
增持
VOD
VODAFONE GROUP PLC NEW
+$395.9K
65,250
+153%
增持
GSUS
GOLDMAN SACHS ETF TR
+$395.2K
7,752
+169%
增持
SCHE
SCHWAB STRATEGIC TR
+$391.6K
51,145
+30%
增持
CSCO
CISCO SYS INC
+$389.1K
50,173
+2%
减持
CALM
CAL MAINE FOODS INC
+$383.8K
13,661
-2%
增持
GM
GENERAL MTRS CO
+$379.6K
16,174
+102%
增持
JAAA
JANUS DETROIT STR TR
+$378.3K
11,665
+177%
增持
—
EXXON MOBIL CORP
+$377.8K
63,893
+1%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$374.4K
0
-100%
建仓
EFG
ISHARES TR
+$373.9K
3,585
建仓
BDX
BECTON DICKINSON & CO
+$366.4K
1,515
建仓
CLSE
TRUST FOR PROFESSIONAL MANAG
+$365.9K
16,142
增持
ORCL
ORACLE CORP
+$365.2K
6,846
+18%
增持
FTNT
FORTINET INC
+$361.7K
11,820
+15%
建仓
MBB
ISHARES TR
+$360.0K
3,811
增持
NTNX
NUTANIX INC
+$355.5K
13,089
+40%
减持
VOO
VANGUARD INDEX FDS
-$350.6K
841
-46%
减持
GOOG
ALPHABET INC
-$347.0K
12,088
-4%
增持
—
FIVERR INTL LTD
+$339.2K
67,786
+30%
增持
IJR
ISHARES TR
+$339.1K
15,761
+18%
建仓
USMV
ISHARES TR
+$334.7K
3,628
增持
CRM
SALESFORCE INC
+$334.0K
3,123
+39%
清仓
PINS
PINTEREST INC
-$331.1K
0
-100%
建仓
—
DUPONT DE NEMOURS INC
+$330.3K
3,898
增持
TRV
TRAVELERS COMPANIES INC
+$325.2K
11,647
+0%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$324.5K
9,211
增持
GOOGL
ALPHABET INC
-$318.9K
18,692
+2%
减持
XLU
SELECT SECTOR SPDR TR
-$318.2K
97,752
-17%
增持
CAT
CATERPILLAR INC
+$311.9K
5,114
+6%
减持
MCD
MCDONALDS CORP
+$311.5K
5,578
-2%
增持
MMM
3M CO
+$299.8K
8,425
+3%
建仓
JBBB
JANUS DETROIT STR TR
+$294.5K
5,990
增持
TLT
ISHARES TR
+$294.2K
5,427
+128%
增持
PG
PROCTER AND GAMBLE CO
+$290.2K
26,465
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$288.5K
5,049
+4%
减持
—
CHUBB LIMITED
+$287.3K
10,808
-0%
建仓
VXF
VANGUARD INDEX FDS
+$279.5K
1,507
建仓
USEP
INNOVATOR ETFS TRUST
+$273.8K
7,849
增持
LEN
LENNAR CORP
+$271.9K
2,661
+92%
建仓
XLP
SELECT SECTOR SPDR TR
+$270.3K
3,277
增持
V
VISA INC
+$270.1K
15,592
+2%
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$267.8K
9,265
增持
SUB
ISHARES TR
+$263.9K
5,072
+95%
建仓
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$258.2K
14,746
减持
CVX
CHEVRON CORP NEW
-$255.8K
23,760
-0%
增持
TJX
TJX COS INC NEW
+$252.5K
29,574
+5%
建仓
RSSY
TIDAL TR II
+$252.4K
12,426
建仓
IVE
ISHARES TR
+$252.2K
1,266
建仓
—
LIBERTY GLOBAL LTD
+$252.1K
12,342
建仓
NVO
NOVO-NORDISK A S
+$251.9K
2,138
清仓
IUSG
ISHARES TR
-$250.2K
0
-100%
建仓
EYLD
CAMBRIA ETF TR
+$247.8K
7,374
清仓
BSX
BOSTON SCIENTIFIC CORP
-$244.7K
0
-100%
增持
—
WIX COM LTD
+$244.1K
6,035
+31%
减持
ITOT
ISHARES TR
-$243.3K
38,352
-8%
减持
WRB
BERKLEY W R CORP
+$236.0K
48,462
-0%
清仓
XYLD
GLOBAL X FDS
-$234.7K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$231.9K
5,605
+0%
增持
DSMC
ETF SER SOLUTIONS
+$231.1K
13,464
+90%
建仓
VRT
VERTIV HOLDINGS CO
+$230.7K
2,147
建仓
CACI
CACI INTL INC
+$229.1K
435
增持
IEF
ISHARES TR
+$227.8K
4,783
+95%
建仓
—
STELLANTIS N.V
+$227.4K
17,615
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$226.9K
2,743
建仓
CASY
CASEYS GEN STORES INC
+$225.4K
579
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$224.4K
1,199
建仓
NRG
NRG ENERGY INC
+$221.7K
2,487
增持
IDEV
ISHARES TR
+$220.6K
7,252
+76%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$220.4K
4,177
