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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 29
增持 63
减持 30
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$14.5M
4,289
-87%
增持
SPY
SPDR S&P 500 ETF TR
+$8.8M
30,404
+99%
增持
BIL
SPDR SER TR
+$7.7M
126,454
+197%
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
XLY
SELECT SECTOR SPDR TR
+$7.6M
36,145
+1973%
减持
XLU
SELECT SECTOR SPDR TR
-$7.6M
3,389
-97%
增持
SGOV
ISHARES TR
+$7.5M
79,822
+1357%
增持
XLC
SELECT SECTOR SPDR TR
+$5.7M
64,585
+1068%
清仓
ZECP
ZACKS TRUST
-$5.6M
0
-100%
减持
GLD
SPDR GOLD TR
-$5.6M
3,976
-85%
减持
TSLA
TESLA INC
+$5.4M
32,929
-4%
减持
ITOT
ISHARES TR
-$3.5M
10,991
-71%
清仓
APH
AMPHENOL CORP NEW
-$2.9M
0
-100%
清仓
WRB
BERKLEY W R CORP
-$2.9M
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$2.8M
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.8M
0
-100%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$2.7M
14,303
建仓
AIZ
ASSURANT INC
+$2.7M
13,714
建仓
ED
CONSOLIDATED EDISON INC
+$2.7M
30,416
增持
BDX
BECTON DICKINSON & CO
+$2.6M
12,883
+750%
增持
AMP
AMERIPRISE FINL INC
+$2.6M
5,545
+1067%
清仓
MSBI
MIDLAND STATES BANCORP INC
-$2.4M
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$2.3M
641
-88%
清仓
DGRO
ISHARES TR
-$2.3M
0
-100%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$1.9M
23,920
清仓
FSS
FEDERAL SIGNAL CORP
-$1.7M
0
-100%
增持
META
META PLATFORMS INC
+$1.6M
10,622
+27%
增持
AMZN
AMAZON COM INC
+$1.4M
39,976
+2%
建仓
ANET
ARISTA NETWORKS INC
+$1.4M
12,286
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$1.3M
73,984
+358%
增持
—
FIVERR INTL LTD
+$1.2M
88,430
+30%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
85,323
+8%
增持
GOOGL
ALPHABET INC
+$1.2M
22,269
+19%
增持
AVGO
BROADCOM INC
+$1.1M
18,743
+7%
建仓
BLK
BLACKROCK INC
+$1.0M
1,053
清仓
—
ARISTA NETWORKS INC
-$941.4K
0
-100%
增持
AGG
ISHARES TR
+$894.5K
63,319
+22%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$851.0K
8,303
增持
IJH
ISHARES TR
+$843.4K
71,951
+26%
增持
FTNT
FORTINET INC
+$837.8K
19,188
+62%
增持
SQ
BLOCK INC
+$830.7K
28,269
+35%
增持
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$820.1K
66,070
+348%
增持
ZM
ZOOM COMMUNICATIONS INC
+$800.8K
28,380
+34%
减持
TMUS
T-MOBILE US INC
-$785.7K
14,133
-19%
建仓
TWLO
TWILIO INC
+$752.6K
6,963
减持
—
CHUBB LIMITED
-$750.2K
9,142
-15%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$740.7K
20,031
+40%
增持
—
EXXON MOBIL CORP
-$701.1K
65,612
+3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$692.0K
17,732
-33%
增持
—
WIX COM LTD
+$674.4K
7,684
+27%
增持
IEFA
ISHARES TR
+$651.4K
73,735
+24%
建仓
DG
DOLLAR GEN CORP NEW
+$620.3K
8,692
增持
Z
ZILLOW GROUP INC
+$595.2K
28,657
+26%
增持
ISRG
INTUITIVE SURGICAL INC
+$590.8K
5,978
+7%
增持
—
ARCH CAP GROUP LTD
+$584.7K
28,212
+56%
建仓
WFC
WELLS FARGO CO NEW
+$582.2K
8,317
增持
ENB
ENBRIDGE INC
+$576.9K
21,620
+146%
清仓
DDOG
DATADOG INC
-$558.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$540.8K
24,467
+5%
增持
WMT
WALMART INC
+$526.0K
31,691
+7%
减持
GBIL
GOLDMAN SACHS ETF TR
-$517.1K
28,248
-15%
建仓
SPYX
SPDR SER TR
+$509.0K
10,680
减持
JPM
JPMORGAN CHASE & CO.
+$505.6K
31,034
-1%
建仓
GBDC
GOLUB CAP BDC INC
+$491.4K
32,980
减持
ABBV
ABBVIE INC
-$487.0K
13,413
-9%
增持
RSST
TIDAL TR II
+$486.9K
28,205
+227%
增持
CRM
SALESFORCE INC
+$480.1K
4,340
+39%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$479.2K
43,312
+25%
增持
RSSY
TIDAL TR II
+$470.7K
36,833
+196%
清仓
NKE
NIKE INC
-$458.8K
0
-100%
增持
ORCL
ORACLE CORP
+$451.1K
10,629
+55%
减持
MO
ALTRIA GROUP INC
-$449.5K
67,241
-13%
减持
IWD
ISHARES TR
-$432.6K
4,400
-32%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$431.5K
55,541
+26%
增持
ADBE
ADOBE INC
+$429.8K
1,982
+169%
增持
SPIB
SPDR SER TR
+$423.5K
74,280
+24%
清仓
HCA
HCA HEALTHCARE INC
-$404.2K
0
-100%
增持
CLIP
GLOBAL X FDS
+$403.0K
246,659
+2%
增持
PAYC
PAYCOM SOFTWARE INC
+$397.0K
4,793
+38%
减持
TJX
TJX COS INC NEW
-$384.8K
25,554
-14%
建仓
RSSB
TIDAL TR II
+$382.9K
16,888
增持
—
GENCO SHIPPING & TRADING LTD
+$376.1K
66,253
+93%
增持
NFLX
NETFLIX INC
+$372.8K
1,548
+18%
增持
LLY
ELI LILLY & CO
-$371.1K
4,180
+3%
增持
PLNT
PLANET FITNESS INC
+$369.0K
10,018
+28%
减持
LMT
LOCKHEED MARTIN CORP
-$365.3K
1,740
-11%
增持
JAAA
JANUS DETROIT STR TR
+$363.0K
18,808
+61%
建仓
NSC
NORFOLK SOUTHN CORP
+$356.5K
1,524
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$354.0K
13,005
增持
CVX
CHEVRON CORP NEW
+$351.0K
25,214
+6%
增持
GOOG
ALPHABET INC
+$345.0K
12,222
+1%
增持
—
STELLANTIS N.V
+$343.7K
45,577
+159%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$340.1K
60,780
-18%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$338.9K
744
增持
—
ARCH RESOURCES INC
+$335.5K
12,409
+34%
清仓
KMB
KIMBERLY-CLARK CORP
-$333.6K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$331.7K
10,699
+12%
增持
SCHE
SCHWAB STRATEGIC TR
+$326.0K
69,089
+35%
增持
PG
PROCTER AND GAMBLE CO
-$323.9K
26,920
+2%
增持
NTNX
NUTANIX INC
+$315.4K
18,562
+42%
减持
DSTL
ETF SER SOLUTIONS
-$305.2K
16,368
-22%
增持
INTU
INTUIT
+$304.2K
1,977
+32%
减持
AAPL
APPLE INC
-$298.5K
101,203
-3%
增持
OMCL
OMNICELL COM
+$298.4K
28,369
+33%
清仓
JBBB
JANUS DETROIT STR TR
-$294.5K
0
-100%
增持
ES
EVERSOURCE ENERGY
+$293.0K
9,627
+160%
增持
BX
BLACKSTONE INC
+$286.4K
6,489
+29%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$280.1K
2,450
建仓
MSTR
MICROSTRATEGY INC
+$273.1K
833
建仓
HWM
HOWMET AEROSPACE INC
+$268.6K
2,383
减持
VZ
VERIZON COMMUNICATIONS INC
-$267.9K
37,155
-3%
清仓
AUGW
AIM ETF PRODUCTS TRUST
-$267.8K
0
-100%
增持
CTRA
COTERRA ENERGY INC
+$265.7K
39,395
+15%
减持
MRSH
MARSH & MCLENNAN COS INC
-$264.1K
14,230
-1%
减持
PGR
PROGRESSIVE CORP
-$259.4K
11,190
-3%
建仓
COWZ
PACER FDS TR
+$253.6K
4,492
清仓
NVO
NOVO-NORDISK A S
-$251.9K
0
-100%
增持
CSCO
CISCO SYS INC
+$251.8K
50,476
+1%
清仓
OKE
ONEOK INC NEW
-$248.0K
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A
-$246.3K
946
-48%
减持
RSG
REPUBLIC SVCS INC
-$245.9K
14,530
-7%
减持
NTSX
WISDOMTREE TR
-$245.7K
89,696
-4%
增持
PEP
PEPSICO INC
-$243.4K
9,809
+5%
减持
NTSI
WISDOMTREE TR
-$241.4K
47,179
-5%
建仓
XLI
SELECT SECTOR SPDR TR
+$240.3K
1,830
减持
MA
MASTERCARD INCORPORATED
-$239.2K
7,107
-6%
建仓
UDEC
INNOVATOR ETFS TRUST
+$236.0K
6,733
减持
DVN
DEVON ENERGY CORP NEW
-$233.2K
31,235
-5%
清仓
REGN
REGENERON PHARMACEUTICALS
-$232.8K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$228.3K
2,405
清仓
NRG
NRG ENERGY INC
-$221.7K
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$221.5K
1,822
减持
DOW
DOW INC
-$221.4K
8,985
-17%
增持
C
CITIGROUP INC
+$220.7K
17,395
+7%
清仓
ECL
ECOLAB INC
-$217.9K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$215.3K
3,740
增持
JNJ
JOHNSON & JOHNSON
-$214.3K
23,214
+8%
清仓
UJUN
INNOVATOR ETFS TRUST
-$213.8K
0
-100%
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$212.8K
6,605
增持
OC
OWENS CORNING NEW
+$212.1K
5,221
+47%
清仓
MS
MORGAN STANLEY
-$212.1K
0
-100%
清仓
AOR
ISHARES TR
-$209.0K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$208.1K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$207.3K
8,044
-32%
清仓
ITB
ISHARES TR
-$207.0K
0
-100%
清仓
TXT
TEXTRON INC
-$206.7K
0
-100%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$206.5K
362
清仓
GPC
GENUINE PARTS CO
-$205.6K
0
-100%
建仓
NWE
NORTHWESTERN ENERGY GROUP IN
+$205.1K
4,013
建仓
BA
BOEING CO
+$204.3K
1,188
清仓
CMA
COMERICA INC
-$203.7K
0
-100%
