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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 45
增持 68
减持 21
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
CLIP
GLOBAL X FDS
+$10.8M
389,253
+38%
建仓
IBB
ISHARES TR
+$8.0M
52,833
清仓
ITA
ISHARES TR
-$7.2M
0
-100%
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
AAPL
APPLE INC
+$6.4M
115,719
+11%
建仓
IWM
ISHARES TR
+$6.2M
25,059
建仓
XLY
SELECT SECTOR SPDR TR
+$5.9M
24,983
清仓
XLI
SELECT SECTOR SPDR TR
-$5.3M
0
-100%
增持
TSLA
TESLA INC
+$5.3M
36,129
+10%
增持
NVDA
NVIDIA CORPORATION
+$3.5M
107,890
+11%
建仓
AME
AMETEK INC
+$2.8M
15,131
清仓
ED
CONSOLIDATED EDISON INC
-$2.8M
0
-100%
建仓
COR
CENCORA INC
+$2.8M
8,786
减持
XLK
SELECT SECTOR SPDR TR
-$2.7M
13,732
-46%
增持
RSG
REPUBLIC SVCS INC
+$2.6M
14,797
+424%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$2.6M
112,405
清仓
VRSN
VERISIGN INC
-$2.6M
0
-100%
增持
GOOGL
ALPHABET INC
+$2.6M
31,608
+9%
减持
V
VISA INC
-$2.6M
7,934
-47%
增持
MCK
MCKESSON CORP
+$2.6M
3,928
+464%
减持
WM
WASTE MGMT INC DEL
-$2.5M
2,489
-82%
建仓
SYY
SYSCO CORP
+$2.5M
31,153
减持
CSX
CSX CORP
-$2.5M
23,918
-76%
清仓
—
CHUBB LIMITED
-$2.5M
0
-100%
清仓
TSN
TYSON FOODS INC
-$2.5M
0
-100%
减持
TMUS
T-MOBILE US INC
-$2.4M
3,287
-76%
建仓
—
LINDE PLC
+$2.4M
5,297
清仓
AVY
AVERY DENNISON CORP
-$2.4M
0
-100%
建仓
HST
HOST HOTELS & RESORTS INC
+$2.4M
143,849
增持
AVGO
BROADCOM INC
+$2.3M
24,900
+9%
建仓
TDG
TRANSDIGM GROUP INC
+$2.0M
1,555
增持
VOO
VANGUARD INDEX FDS
+$2.0M
5,728
+124%
建仓
VRSK
VERISK ANALYTICS INC
+$2.0M
8,078
增持
QQQ
INVESCO QQQ TR
+$1.8M
32,384
+3%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.6M
38,499
增持
MGK
VANGUARD WORLD FD
+$1.6M
8,640
+73%
建仓
DELL
DELL TECHNOLOGIES INC
+$1.5M
9,921
增持
IEFA
ISHARES TR
+$1.4M
101,323
+15%
增持
META
META PLATFORMS INC
+$1.4M
13,327
+20%
建仓
SNOW
SNOWFLAKE INC
+$1.3M
5,397
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
37,205
+7%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
27,656
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
8,560
+97%
增持
AGG
ISHARES TR
+$1.2M
79,423
+15%
减持
FTNT
FORTINET INC
-$1.1M
10,359
-48%
增持
HWM
HOWMET AEROSPACE INC
+$1.1M
7,844
+259%
建仓
ROKU
ROKU INC
+$1.1M
11,812
减持
—
SPOTIFY TECHNOLOGY S A
-$1.0M
898
-61%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$996.8K
80,506
+32%
增持
ORCL
ORACLE CORP
+$983.1K
11,533
+10%
增持
GOOG
ALPHABET INC
+$967.7K
13,039
+4%
建仓
RDDT
REDDIT INC
+$961.6K
4,897
增持
COST
COSTCO WHSL CORP NEW
+$953.6K
2,289
+83%
减持
CRM
SALESFORCE INC
-$944.0K
2,176
-61%
增持
NFLX
NETFLIX INC
+$923.1K
2,812
+41%
清仓
VEEV
VEEVA SYS INC
-$922.7K
0
-100%
增持
WMT
WALMART INC
+$908.0K
49,518
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$885.7K
22,802
+1%
减持
FCX
FREEPORT-MCMORAN INC
-$874.1K
16,054
-51%
增持
AMZN
AMAZON COM INC
+$870.2K
48,254
+12%
增持
CAT
CATERPILLAR INC
+$863.8K
7,084
+1%
清仓
DASH
DOORDASH INC
-$827.6K
0
-100%
减持
QCOM
QUALCOMM INC
-$818.5K
6,611
-44%
增持
LRCX
LAM RESEARCH CORP
+$816.9K
14,308
+24%
增持
IDEV
ISHARES TR
+$815.9K
17,190
+134%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$796.6K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$762.9K
0
-100%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$760.7K
15,114
增持
SCHE
SCHWAB STRATEGIC TR
+$749.5K
99,598
+19%
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$745.5K
14,550
清仓
CTRA
COTERRA ENERGY INC
-$745.0K
0
-100%
建仓
QTUM
ETF SER SOLUTIONS
+$714.4K
6,429
建仓
BOXX
EA SERIES TRUST
+$710.1K
6,230
建仓
MINT
PIMCO ETF TR
+$694.5K
6,914
增持
UNH
UNITEDHEALTH GROUP INC
+$674.0K
4,586
+41%
增持
PG
PROCTER AND GAMBLE CO
-$673.9K
83,081
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$662.6K
4,243
+245%
建仓
MGV
VANGUARD WORLD FD
+$660.2K
4,799
建仓
AVDE
AMERICAN CENTY ETF TR
+$644.9K
8,203
减持
ISRG
INTUITIVE SURGICAL INC
-$643.3K
6,740
-1%
增持
RSST
TIDAL TRUST II
+$601.1K
131,795
+7%
增持
LLY
ELI LILLY & CO
+$593.4K
5,180
+13%
增持
ANET
ARISTA NETWORKS INC
+$580.3K
12,382
+16%
增持
FERG
FERGUSON ENTERPRISES INC
+$579.0K
3,491
+201%
减持
CSCO
CISCO SYS INC
-$572.3K
39,176
-17%
增持
OUNZ
VANECK MERK GOLD ETF
+$571.7K
35,094
+36%
清仓
—
JOHNSON CTLS INTL PLC
-$557.5K
0
-100%
建仓
ESPO
VANECK ETF TRUST
+$554.0K
4,793
增持
GBIL
GOLDMAN SACHS ETF TR
+$550.1K
29,741
+23%
增持
IEMG
ISHARES INC
+$546.2K
34,260
+22%
建仓
GPZ
VANECK ETF TRUST
+$535.6K
19,831
增持
SMH
VANECK ETF TRUST
+$529.7K
3,736
+50%
增持
AVDV
AMERICAN CENTY ETF TR
+$527.4K
15,269
+50%
增持
VUG
VANGUARD INDEX FDS
+$526.0K
8,276
+7%
减持
INTU
INTUIT
-$510.8K
689
-46%
减持
MMM
3M CO
-$496.4K
7,885
-27%
增持
NLR
VANECK ETF TRUST
+$487.4K
6,083
+33%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$480.9K
14,996
+179%
建仓
OKLO
OKLO INC
+$476.6K
2,737
增持
DYNF
BLACKROCK ETF TRUST
+$476.4K
12,243
+178%
增持
—
FIVERR INTL LTD
-$453.2K
135,551
+5%
增持
BIL
SPDR SERIES TRUST
+$451.2K
33,080
+17%
减持
GLD
SPDR GOLD TR
+$450.3K
6,770
-3%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$443.0K
0
-100%
增持
ITOT
ISHARES TR
+$441.0K
35,086
+3%
建仓
GOVT
ISHARES TR
+$433.4K
18,639
增持
SPIB
SPDR SERIES TRUST
+$413.3K
98,039
+12%
增持
APH
AMPHENOL CORP NEW
+$412.9K
7,872
+40%
增持
VGT
VANGUARD WORLD FD
+$407.6K
1,451
+45%
建仓
VXUS
VANGUARD STAR FDS
+$406.1K
5,542
增持
HD
HOME DEPOT INC
+$403.2K
11,458
+6%
增持
IUSB
ISHARES TR
+$403.2K
19,828
+73%
建仓
ON
ON SEMICONDUCTOR CORP
+$401.7K
8,109
减持
CNR
CORE NATURAL RESOURCES INC
+$394.4K
17,848
-7%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$388.9K
2,545
-43%
减持
SPGI
S&P GLOBAL INC
-$384.2K
5,247
-5%
建仓
IGTR
INNOVATOR ETFS TRUST
+$383.8K
14,408
增持
VTI
VANGUARD INDEX FDS
+$383.1K
8,345
+10%
增持
PEP
PEPSICO INC
+$377.7K
12,711
+12%
减持
CALM
CAL MAINE FOODS INC
-$377.5K
4,117
-46%
建仓
USIG
ISHARES TR
+$370.9K
7,079
建仓
GLW
CORNING INC
+$369.3K
4,364
增持
RAAX
VANECK ETF TRUST
+$361.1K
36,653
+27%
增持
BAC
BANK AMERICA CORP
+$355.8K
43,454
+12%
增持
XAR
SPDR SERIES TRUST
+$348.0K
3,515
+43%
建仓
AVEM
AMERICAN CENTY ETF TR
+$347.5K
4,668
清仓
DGIN
VANECK ETF TRUST
-$342.9K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$342.4K
32,892
-4%
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$339.5K
14,948
建仓
COF
CAPITAL ONE FINL CORP
+$325.7K
1,521
增持
HODL
VANECK BITCOIN ETF
+$323.2K
31,875
+48%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$318.8K
0
-100%
增持
IWY
ISHARES TR
+$313.3K
4,564
+23%
建仓
BANX
ARROWMARK FINANCIAL CORP
+$311.1K
14,374
建仓
QBTS
D-WAVE QUANTUM INC
+$308.7K
7,170
减持
VICI
VICI PPTYS INC
-$305.3K
75,775
-4%
建仓
ADSK
AUTODESK INC
+$299.8K
978
建仓
—
PENTAIR PLC
+$298.0K
2,700
建仓
IGIB
ISHARES TR
+$296.7K
5,470
增持
VBR
VANGUARD INDEX FDS
+$293.9K
3,046
+83%
建仓
FTCE
FIRST TR EXCHANGE TRADED FD
+$293.8K
12,242
增持
RSSB
TIDAL TRUST II
+$293.2K
114,862
+2%
建仓
VBK
VANGUARD INDEX FDS
+$291.2K
961
增持
EME
EMCOR GROUP INC
+$288.4K
1,815
+6%
增持
HOOD
ROBINHOOD MKTS INC
+$287.9K
3,653
+76%
增持
UBER
UBER TECHNOLOGIES INC
+$287.3K
9,079
+54%
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$286.0K
1,439
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$283.7K
8,965
建仓
VOE
VANGUARD INDEX FDS
+$280.1K
1,618
增持
AEP
AMERICAN ELEC PWR CO INC
+$274.5K
11,143
+13%
增持
CAH
CARDINAL HEALTH INC
+$270.7K
5,571
+54%
