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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 38
增持 38
减持 43
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
IEF
ISHARES TR
+$12.5M
137,273
+3526%
增持
GLD
SPDR GOLD TR
+$11.0M
40,092
+908%
增持
PG
PROCTER AND GAMBLE CO
+$9.2M
80,678
+200%
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
CLIP
GLOBAL X FDS
+$8.5M
331,909
+35%
清仓
XLY
SELECT SECTOR SPDR TR
-$8.0M
0
-100%
减持
SGOV
ISHARES TR
-$7.4M
5,830
-93%
减持
BIL
SPDR SER TR
-$7.4M
46,100
-64%
清仓
XLC
SELECT SECTOR SPDR TR
-$6.2M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$6.0M
9,453
-93%
减持
TSLA
TESLA INC
-$4.9M
32,135
-2%
建仓
SHY
ISHARES TR
+$4.8M
58,283
建仓
USDU
WISDOMTREE TR
+$4.7M
179,419
减持
AAPL
APPLE INC
-$4.0M
100,708
-0%
减持
NTSX
WISDOMTREE TR
-$3.0M
26,166
-71%
建仓
ETR
ENTERGY CORP NEW
+$2.8M
34,045
清仓
CBOE
CBOE GLOBAL MKTS INC
-$2.7M
0
-100%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$2.7M
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.6M
30,512
+1169%
建仓
FDS
FACTSET RESH SYS INC
+$2.6M
6,020
清仓
—
ARCH CAP GROUP LTD
-$2.5M
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$2.5M
367
-85%
建仓
VICI
VICI PPTYS INC
+$2.5M
80,188
增持
RSSB
TIDAL TR II
+$2.0M
108,276
+541%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$2.0M
173,622
+135%
增持
NVDA
NVIDIA CORPORATION
-$1.9M
87,806
+3%
清仓
—
WIX COM LTD
-$1.7M
0
-100%
清仓
—
ARCH RESOURCES INC
-$1.7M
0
-100%
增持
RSST
TIDAL TR II
+$1.6M
113,888
+304%
增持
RSSY
TIDAL TR II
+$1.4M
136,541
+271%
清仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$1.4M
0
-100%
增持
EYLD
CAMBRIA ETF TR
+$1.4M
57,993
+398%
减持
NOW
SERVICENOW INC
-$1.4M
324
-79%
减持
NTSI
WISDOMTREE TR
-$1.3M
8,034
-83%
增持
DSMC
ETF SER SOLUTIONS
+$1.3M
62,380
+339%
建仓
CNR
CORE NATURAL RESOURCES INC
+$1.2M
16,276
清仓
NTNX
NUTANIX INC
-$1.2M
0
-100%
减持
META
META PLATFORMS INC
-$1.1M
10,021
-6%
增持
RSBT
TIDAL TR II
+$1.1M
80,912
+705%
建仓
FSS
FEDERAL SIGNAL CORP
+$1.1M
14,223
清仓
NTSE
WISDOMTREE TR
-$1.0M
0
-100%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$1.0M
0
-100%
清仓
PLNT
PLANET FITNESS INC
-$1.0M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$1.0M
7,977
-25%
增持
AMZN
AMAZON COM INC
-$995.8K
41,961
+5%
清仓
MAIN
MAIN STR CAP CORP
-$892.2K
0
-100%
建仓
YOU
CLEAR SECURE INC
+$890.5K
32,959
建仓
—
MISTER CAR WASH INC
+$887.1K
124,595
建仓
OKTA
OKTA INC
+$872.7K
8,571
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$865.9K
49,369
减持
INTU
INTUIT
-$848.9K
653
-67%
建仓
PSQO
PALMER SQUARE FUNDS TRUST
+$824.2K
40,954
清仓
ADBE
ADOBE INC
-$804.6K
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$745.8K
2,172
+130%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$745.4K
16,519
减持
AMAT
APPLIED MATLS INC
-$743.8K
5,565
-38%
减持
IVV
ISHARES TR
-$737.7K
2,854
-27%
增持
WMT
WALMART INC
+$722.6K
39,552
+25%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$719.1K
1,903
减持
—
CAPRI HOLDINGS LIMITED
-$705.6K
36,676
-30%
减持
ITOT
ISHARES TR
-$695.2K
6,087
-45%
建仓
AVDV
AMERICAN CENTY ETF TR
+$671.7K
9,934
建仓
RUNN
STRATEGIC TRUST
+$655.5K
21,029
建仓
OSEA
HARBOR ETF TRUST
+$651.3K
25,265
清仓
MOAT
VANECK ETF TRUST
-$643.9K
0
-100%
增持
ABBV
ABBVIE INC
+$637.0K
17,066
+27%
减持
GBIL
GOLDMAN SACHS ETF TR
-$614.2K
22,089
-22%
增持
ZM
ZOOM COMMUNICATIONS INC
+$596.3K
39,969
+41%
建仓
FCTE
ETF OPPORTUNITIES TRUST
+$595.0K
24,505
建仓
SCHO
SCHWAB STRATEGIC TR
+$592.4K
24,420
建仓
HAPI
HARBOR ETF TRUST
+$590.7K
18,296
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$590.4K
2,483
建仓
AGGS
HARBOR ETF TRUST
+$577.5K
14,338
减持
VUG
VANGUARD INDEX FDS
-$563.0K
7,654
-6%
减持
ANET
ARISTA NETWORKS INC
-$556.8K
11,670
-5%
清仓
GSUS
GOLDMAN SACHS ETF TR
-$555.1K
0
-100%
减持
TMUS
T-MOBILE US INC
+$553.0K
13,687
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$522.2K
4,080
+11%
增持
RTX
RTX CORPORATION
+$517.6K
10,119
+49%
减持
RSG
REPUBLIC SVCS INC
+$515.4K
14,402
-1%
减持
CVX
CHEVRON CORP NEW
-$512.5K
24,689
-2%
清仓
SPYX
SPDR SER TR
-$509.0K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$498.3K
51,535
+19%
增持
IEFA
ISHARES TR
+$494.8K
76,843
+4%
增持
GOOGL
ALPHABET INC
-$493.8K
24,109
+8%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$490.2K
0
-100%
减持
IJR
ISHARES TR
-$482.0K
15,387
-11%
清仓
XLV
SELECT SECTOR SPDR TR
-$479.2K
0
-100%
减持
ED
CONSOLIDATED EDISON INC
+$476.2K
28,745
-5%
建仓
MSMR
ETF SER SOLUTIONS
+$475.4K
16,460
增持
PM
PHILIP MORRIS INTL INC
+$470.3K
10,836
+6%
减持
IUSB
ISHARES TR
-$463.2K
12,279
-46%
增持
V
VISA INC
+$459.3K
14,329
+2%
增持
PAYC
PAYCOM SOFTWARE INC
+$452.3K
6,585
+37%
清仓
TLT
ISHARES TR
-$447.3K
0
-100%
减持
HYG
ISHARES TR
-$443.6K
5,782
-49%
减持
XLK
SELECT SECTOR SPDR TR
-$443.3K
4,691
-22%
增持
AVGO
BROADCOM INC
-$441.1K
20,706
+10%
清仓
IEI
ISHARES TR
-$434.9K
0
-100%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$433.8K
14,252
+72%
减持
MUB
ISHARES TR
-$427.3K
22,560
-13%
减持
BDX
BECTON DICKINSON & CO
-$425.7K
12,810
-1%
减持
ORCL
ORACLE CORP
-$425.4K
9,199
-13%
建仓
JAJL
INNOVATOR ETFS TRUST
+$416.3K
15,349
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$413.6K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$407.0K
19,812
-1%
建仓
LZ
LEGALZOOM COM INC
+$405.8K
56,916
增持
JNJ
JOHNSON & JOHNSON
+$401.4K
24,387
+5%
建仓
RAAX
VANECK ETF TRUST
+$400.6K
13,836
增持
DE
DEERE & CO
+$396.6K
2,431
+38%
增持
GOOG
ALPHABET INC
-$394.2K
12,360
+1%
建仓
APOC
INNOVATOR ETFS TRUST
+$378.9K
15,187
增持
MGK
VANGUARD WORLD FD
+$375.7K
3,683
+72%
建仓
IWY
ISHARES TR
+$374.4K
1,833
建仓
OUNZ
VANECK MERK GOLD ETF
+$372.2K
11,950
清仓
JNK
SPDR SER TR
-$371.2K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$367.2K
6,680
-5%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$364.4K
20,241
-15%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$341.4K
25,706
清仓
—
TRANE TECHNOLOGIES PLC
-$340.1K
0
-100%
增持
AGG
ISHARES TR
+$333.1K
66,035
+4%
增持
MSFT
MICROSOFT CORP
-$330.8K
25,554
+4%
减持
ISRG
INTUITIVE SURGICAL INC
-$323.5K
5,975
-0%
减持
IVW
ISHARES TR
-$317.3K
5,714
-31%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$316.1K
1,429
+56%
建仓
GS
GOLDMAN SACHS GROUP INC
+$314.5K
636
减持
—
AON PLC
+$311.0K
12,169
-0%
减持
DVN
DEVON ENERGY CORP NEW
-$310.9K
28,809
-8%
减持
MRSH
MARSH & MCLENNAN COS INC
+$309.6K
14,086
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$304.9K
39,106
+5%
减持
DSTL
ETF SER SOLUTIONS
-$303.5K
11,480
-30%
建仓
CMI
CUMMINS INC
+$301.9K
1,056
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$295.3K
0
-100%
清仓
EFG
ISHARES TR
-$292.3K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$292.2K
3,421
清仓
USEP
INNOVATOR ETFS TRUST
-$291.9K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$288.1K
0
-100%
建仓
BFEB
INNOVATOR ETFS TRUST
+$286.6K
7,153
增持
SQ
BLOCK INC
+$285.9K
48,559
+72%
建仓
EFV
ISHARES TR
+$283.2K
5,003
减持
AVY
AVERY DENNISON CORP
-$281.8K
13,086
-3%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$280.1K
0
-100%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$279.8K
5,188
建仓
FLRT
PACER FDS TR
+$278.3K
6,065
减持
MO
ALTRIA GROUP INC
+$277.6K
65,284
-3%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$274.7K
0
-100%
清仓
MSTR
MICROSTRATEGY INC
-$273.1K
0
-100%
建仓
VTIP
VANGUARD MALVERN FDS
+$273.0K
5,508
增持
T
AT&T INC
+$268.7K
46,643
+3%
减持
AMP
AMERIPRISE FINL INC
-$268.0K
5,527
-0%
减持
PGR
PROGRESSIVE CORP
+$267.2K
10,534
-6%
