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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 46
增持 78
减持 18
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$15.4M
31,585
+585%
清仓
IEF
ISHARES TR
-$12.8M
0
-100%
减持
GLD
SPDR GOLD TR
-$9.8M
6,948
-83%
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。
建仓
ITA
ISHARES TR
+$7.2M
37,989
增持
MSFT
MICROSOFT CORP
+$6.5M
32,832
+28%
增持
NVDA
NVIDIA CORPORATION
+$6.2M
96,867
+10%
建仓
RRC
RANGE RES CORP
+$6.0M
159,305
增持
XLK
SELECT SECTOR SPDR TR
+$5.6M
25,542
+444%
建仓
XLI
SELECT SECTOR SPDR TR
+$5.3M
35,452
减持
CLIP
GLOBAL X FDS
-$5.1M
281,383
-15%
清仓
SHY
ISHARES TR
-$4.8M
0
-100%
清仓
USDU
WISDOMTREE TR
-$4.7M
0
-100%
增持
ITOT
ISHARES TR
+$3.9M
33,931
+457%
增持
SPY
SPDR S&P 500 ETF TR
+$3.6M
34,258
+3%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$3.2M
105,738
建仓
SPGI
S&P GLOBAL INC
+$2.9M
5,545
减持
RSG
REPUBLIC SVCS INC
-$2.8M
2,824
-80%
建仓
MSCI
MSCI INC
+$2.8M
4,853
清仓
ETR
ENTERGY CORP NEW
-$2.8M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$2.7M
829
-92%
增持
CSX
CSX CORP
+$2.7M
100,000
+301%
增持
META
META PLATFORMS INC
+$2.6M
11,081
+11%
建仓
VRSN
VERISIGN INC
+$2.6M
9,097
建仓
TAP
MOLSON COORS BEVERAGE CO
+$2.6M
51,585
减持
TJX
TJX COS INC NEW
-$2.6M
5,875
-77%
减持
CTAS
CINTAS CORP
-$2.6M
2,672
-82%
清仓
FDS
FACTSET RESH SYS INC
-$2.6M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.6M
2,901
-90%
建仓
ALL
ALLSTATE CORP
+$2.5M
12,963
增持
AVGO
BROADCOM INC
+$2.5M
22,800
+10%
建仓
TSN
TYSON FOODS INC
+$2.5M
45,174
建仓
DFAX
DIMENSIONAL ETF TRUST
+$2.4M
80,845
清仓
SYY
SYSCO CORP
-$2.4M
0
-100%
建仓
GWW
GRAINGER W W INC
+$2.3M
2,216
增持
JPM
JPMORGAN CHASE & CO.
+$2.3M
34,668
+7%
增持
AAPL
APPLE INC
+$2.3M
104,642
+4%
减持
AMP
AMERIPRISE FINL INC
-$2.2M
746
-87%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$2.1M
57,813
增持
TSLA
TESLA INC
+$2.1M
32,900
+2%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$2.0M
30,148
建仓
DFIC
DIMENSIONAL ETF TRUST
+$1.9M
60,113
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.8M
88,907
增持
AMZN
AMAZON COM INC
+$1.8M
43,075
+3%
增持
IEFA
ISHARES TR
+$1.8M
88,185
+15%
减持
BIL
SPDR SERIES TRUST
-$1.6M
28,166
-39%
建仓
MDYV
SPDR SERIES TRUST
+$1.6M
18,861
建仓
IJJ
ISHARES TR
+$1.5M
11,858
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.5M
76,721
减持
UNH
UNITEDHEALTH GROUP INC
-$1.5M
3,261
-20%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.5M
22,544
+14%
增持
—
EXXON MOBIL CORP
+$1.4M
72,265
+8%
增持
GOOGL
ALPHABET INC
+$1.4M
29,066
+21%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.4M
70,078
增持
SQ
BLOCK INC
+$1.3M
57,719
+19%
增持
ORCL
ORACLE CORP
+$1.2M
10,492
+14%
建仓
LRCX
LAM RESEARCH CORP
+$1.2M
11,504
增持
CAT
CATERPILLAR INC
+$1.0M
7,031
+13%
增持
IEMG
ISHARES INC
+$1.0M
28,178
+119%
增持
NFLX
NETFLIX INC
+$1.0M
1,994
+23%
增持
Z
ZILLOW GROUP INC
+$998.7K
35,892
+20%
增持
IJH
ISHARES TR
+$988.7K
85,207
+4%
建仓
VEEV
VEEVA SYS INC
+$922.7K
3,276
清仓
OKTA
OKTA INC
-$872.7K
0
-100%
建仓
DASH
DOORDASH INC
+$827.6K
3,474
增持
VOO
VANGUARD INDEX FDS
+$755.9K
2,553
+76%
增持
MGK
VANGUARD WORLD FD
+$743.9K
4,997
+36%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$727.6K
35,564
增持
WMT
WALMART INC
+$727.4K
46,337
+17%
增持
RSST
TIDAL TR II
+$712.1K
123,309
+8%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$688.2K
28,084
增持
RSSY
TIDAL TR II
+$664.8K
149,962
+10%
增持
VUG
VANGUARD INDEX FDS
+$655.6K
7,714
+1%
增持
C
CITIGROUP INC
+$651.7K
21,247
+9%
增持
ABBV
ABBVIE INC
+$645.4K
18,632
+9%
增持
CVX
CHEVRON CORP NEW
+$641.5K
25,882
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$635.3K
6,814
+14%
增持
FCX
FREEPORT-MCMORAN INC
+$626.7K
32,789
+19%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$618.2K
7,956
增持
—
FIVERR INTL LTD
+$609.5K
128,576
+10%
建仓
ARW
ARROW ELECTRS INC
+$606.2K
4,550
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$590.4K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$580.4K
83,842
+13%
增持
INTU
INTUIT
+$579.1K
1,285
+97%
增持
V
VISA INC
+$574.9K
15,035
+5%
增持
COIN
COINBASE GLOBAL INC
+$571.4K
2,531
+8%
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$560.1K
23,724
增持
RSSB
TIDAL TR II
+$559.1K
112,621
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$554.7K
6,653
+15%
建仓
APH
AMPHENOL CORP NEW
+$552.6K
5,621
增持
IWY
ISHARES TR
+$550.1K
3,715
+103%
增持
BAC
BANK AMERICA CORP
+$549.0K
38,731
+10%
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$538.7K
22,857
增持
AXP
AMERICAN EXPRESS CO
+$536.0K
4,070
+30%
增持
HD
HOME DEPOT INC
+$527.8K
10,819
+9%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$527.1K
28,234
增持
ZM
ZOOM COMMUNICATIONS INC
+$521.3K
44,939
+12%
增持
RAAX
VANECK ETF TRUST
+$520.5K
28,913
+109%
建仓
XAR
SPDR SERIES TRUST
+$517.0K
2,465
增持
DVN
DEVON ENERGY CORP NEW
+$499.7K
38,675
+34%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$498.5K
179,636
+3%
增持
QCOM
QUALCOMM INC
+$493.0K
11,866
+18%
增持
GS
GOLDMAN SACHS GROUP INC
+$489.0K
1,133
+78%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$486.3K
22,078
+37%
建仓
NLR
VANECK ETF TRUST
+$486.3K
4,560
增持
LLY
ELI LILLY & CO
+$485.7K
4,572
+7%
增持
SCHX
SCHWAB STRATEGIC TR
+$484.2K
34,165
+99%
增持
MSI
MOTOROLA SOLUTIONS INC
+$482.9K
1,907
+157%
增持
—
SPOTIFY TECHNOLOGY S A
+$473.4K
2,330
+7%
建仓
CI
THE CIGNA GROUP
+$463.9K
1,502
增持
SMH
VANECK ETF TRUST
+$462.6K
2,491
+98%
增持
OUNZ
VANECK MERK GOLD ETF
+$455.6K
25,845
+116%
减持
CALM
CAL MAINE FOODS INC
-$452.0K
7,559
-38%
增持
EFV
ISHARES TR
+$451.0K
11,442
+129%
增持
HODL
VANECK BITCOIN ETF
+$447.7K
21,571
+109%
建仓
GLXY
GALAXY DIGITAL INC.
+$440.1K
21,562
增持
PNC
PNC FINL SVCS GROUP INC
+$439.8K
8,878
+2%
减持
CSCO
CISCO SYS INC
+$437.5K
47,433
-4%
建仓
IXN
ISHARES TR
+$437.0K
4,668
建仓
DFAR
DIMENSIONAL ETF TRUST
+$429.0K
18,208
建仓
IGM
ISHARES TR
+$426.8K
3,776
建仓
NKE
NIKE INC
+$414.9K
5,560
建仓
SCHB
SCHWAB STRATEGIC TR
+$410.7K
17,000
增持
DIS
DISNEY WALT CO
+$407.8K
6,201
+52%
减持
FSS
FEDERAL SIGNAL CORP
-$405.6K
6,005
-58%
建仓
BA
BOEING CO
+$404.7K
1,790
建仓
DISV
DIMENSIONAL ETF TRUST
+$404.1K
12,084
增持
MMM
3M CO
+$404.0K
10,801
+13%
增持
EYLD
CAMBRIA ETF TR
+$399.9K
58,961
+2%
增持
PG
PROCTER AND GAMBLE CO
-$399.2K
82,441
+2%
建仓
ZS
ZSCALER INC
+$394.8K
1,333
减持
—
ROYAL CARIBBEAN GROUP
+$385.5K
2,642
-2%
增持
RTX
RTX CORPORATION
+$378.3K
11,447
+13%
增持
—
CAPRI HOLDINGS LIMITED
+$376.6K
46,296
+26%
增持
TXN
TEXAS INSTRS INC
+$375.6K
4,662
+8%
减持
MA
MASTERCARD INCORPORATED
+$373.3K
6,993
-0%
增持
PM
PHILIP MORRIS INTL INC
+$371.7K
11,270
+4%
增持
THO
THOR INDS INC
+$366.7K
9,255
+25%
增持
AGG
ISHARES TR
+$366.4K
68,804
+4%
增持
BLK
BLACKROCK INC
+$363.9K
1,294
+7%
减持
TWLO
TWILIO INC
-$362.8K
1,896
-72%
减持
ED
CONSOLIDATED EDISON INC
-$357.3K
27,704
-4%
建仓
GLIN
VANECK ETF TRUST
+$351.2K
7,411
增持
TMUS
T-MOBILE US INC
-$349.7K
13,980
+2%
建仓
LMB
LIMBACH HLDGS INC
+$348.1K
2,333
建仓
DGIN
VANECK ETF TRUST
+$342.9K
7,887
增持
CAH
CARDINAL HEALTH INC
+$340.5K
3,627
+93%
增持
SPIB
SPDR SERIES TRUST
+$337.6K
87,336
+10%
增持
JNJ
JOHNSON & JOHNSON
+$333.3K
25,576
+5%
减持
DSMC
ETF SER SOLUTIONS
+$330.9K
62,058
-1%
增持
BX
BLACKSTONE INC
+$325.8K
7,042
+8%
