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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 27
增持 72
减持 33
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
CLIP
GLOBAL X FDS
-$7.5M
314,872
-19%
增持
GLD
SPDR GOLD TR
+$6.7M
22,426
+231%
建仓
IHE
ISHARES TR
+$6.4M
75,126
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。
减持
IWM
ISHARES TR
-$6.0M
1,001
-96%
清仓
XLY
SELECT SECTOR SPDR TR
-$5.9M
0
-100%
增持
GOOGL
ALPHABET INC
+$3.2M
33,339
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
35,590
+8%
清仓
MSCI
MSCI INC
-$2.6M
0
-100%
清仓
—
LINDE PLC
-$2.4M
0
-100%
清仓
HST
HOST HOTELS & RESORTS INC
-$2.4M
0
-100%
建仓
AVY
AVERY DENNISON CORP
+$2.2M
11,817
增持
AMZN
AMAZON COM INC
+$2.2M
50,968
+6%
建仓
ROL
ROLLINS INC
+$2.1M
34,730
建仓
—
ARCH CAP GROUP LTD
+$2.1M
22,054
建仓
L
LOEWS CORP
+$2.1M
20,036
清仓
TDG
TRANSDIGM GROUP INC
-$2.0M
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$1.8M
2,472
-80%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$1.8M
96,482
+545%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.8M
0
-100%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.7M
28,785
增持
LLY
ELI LILLY & CO
+$1.5M
5,337
+3%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.4M
44,139
+48%
增持
LRCX
LAM RESEARCH CORP
+$1.4M
15,523
+8%
增持
MSFT
MICROSOFT CORP
+$1.3M
37,176
+15%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.2M
6,993
+4%
增持
—
EXXON MOBIL CORP
+$1.1M
75,570
+3%
增持
IBB
ISHARES TR
+$1.1M
53,016
+0%
增持
IEFA
ISHARES TR
+$1.1M
107,899
+6%
减持
AAPL
APPLE INC
+$1.0M
114,531
-1%
增持
NFLX
NETFLIX INC
-$933.7K
27,763
+887%
增持
CAT
CATERPILLAR INC
+$916.8K
7,532
+6%
增持
AVGO
BROADCOM INC
+$898.2K
27,478
+10%
减持
—
FIVERR INTL LTD
-$873.3K
122,002
-10%
增持
ORCL
ORACLE CORP
-$864.7K
13,017
+13%
增持
SMH
VANECK ETF TRUST
+$860.1K
5,411
+45%
减持
JPM
JPMORGAN CHASE & CO.
+$829.4K
36,670
-1%
增持
IJH
ISHARES TR
+$813.5K
88,572
+9%
建仓
AIQ
GLOBAL X FDS
+$808.7K
15,381
减持
NVDA
NVIDIA CORPORATION
-$799.9K
100,812
-7%
增持
TSLA
TESLA INC
+$799.2K
36,650
+1%
建仓
TRUT
VANECK ETF TRUST
+$789.7K
29,832
减持
GOOG
ALPHABET INC
+$774.6K
12,106
-7%
减持
AME
AMETEK INC
-$758.1K
9,746
-36%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$754.9K
4,397
减持
SQ
BLOCK INC
-$734.6K
49,727
-10%
增持
XLK
SELECT SECTOR SPDR TR
+$725.3K
31,413
+129%
增持
WMT
WALMART INC
+$706.2K
52,495
+6%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$690.2K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$675.9K
31,982
-1%
减持
OMCL
OMNICELL COM
+$670.1K
40,833
-14%
增持
AVDE
AMERICAN CENTY ETF TR
+$654.6K
15,354
+87%
增持
MRK
MERCK & CO INC
+$651.1K
20,550
+7%
增持
OUNZ
VANECK MERK GOLD ETF
+$626.3K
46,701
+33%
减持
MCK
MCKESSON CORP
-$586.2K
3,044
-23%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$576.5K
137,514
+22%
减持
ALL
ALLSTATE CORP
-$566.2K
10,085
-22%
减持
COR
CENCORA INC
-$560.0K
6,653
-24%
清仓
ESPO
VANECK ETF TRUST
-$554.0K
0
-100%
增持
XAR
SPDR SERIES TRUST
+$548.9K
5,111
+45%
增持
ULTA
ULTA BEAUTY INC
+$548.1K
1,496
+80%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$528.8K
53,592
+39%
增持
RDDT
REDDIT INC
+$513.7K
6,032
+23%
增持
AVDV
AMERICAN CENTY ETF TR
+$502.4K
19,089
+25%
减持
BOXX
EA SERIES TRUST
-$500.9K
1,815
-71%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$493.8K
30,660
+215%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$489.8K
5,385
-64%
增持
MSMR
ETF SER SOLUTIONS
+$487.0K
24,910
+116%
减持
UYLD
ANGEL OAK FUNDS TRUST
-$486.4K
5,063
-65%
增持
MGK
VANGUARD WORLD FD
+$484.7K
9,490
+10%
减持
CNR
CORE NATURAL RESOURCES INC
-$484.3K
13,485
-24%
增持
RSST
TIDAL TRUST II
+$481.7K
136,065
+3%
清仓
OKLO
OKLO INC
-$476.6K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$475.1K
1,981
+8%
增持
JNJ
JOHNSON & JOHNSON
+$466.2K
28,103
+2%
清仓
GLIN
VANECK ETF TRUST
-$459.2K
0
-100%
增持
META
META PLATFORMS INC
-$457.1K
13,767
+3%
减持
PAYC
PAYCOM SOFTWARE INC
-$448.6K
6,467
-11%
建仓
BSOL
BITWISE SOLANA STAKING ETF
+$448.3K
25,000
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$445.0K
58,437
+59%
增持
HWM
HOWMET AEROSPACE INC
+$444.0K
8,972
+14%
清仓
—
DUPONT DE NEMOURS INC
-$439.4K
0
-100%
增持
INTC
INTEL CORP
+$436.3K
14,716
+125%
减持
AIZ
ASSURANT INC
-$423.1K
9,603
-21%
增持
AGG
ISHARES TR
+$422.3K
84,133
+6%
增持
ROKU
ROKU INC
+$420.1K
13,810
+17%
增持
C
CITIGROUP INC
+$417.0K
17,261
+3%
增持
BAC
BANK AMERICA CORP
+$413.6K
46,337
+7%
建仓
SLDE
SLIDE INS HLDGS INC
+$413.4K
22,837
减持
RSG
REPUBLIC SVCS INC
-$411.4K
13,713
-7%
清仓
VXUS
VANGUARD STAR FDS
-$406.1K
0
-100%
增持
APLU
ALLSPRING EXCHANGE TRADED FU
+$399.4K
25,072
+179%
减持
Z
ZILLOW GROUP INC
-$392.8K
31,901
-11%
建仓
MDB
MONGODB INC
+$392.4K
961
建仓
AVSE
AMERICAN CENTY ETF TR
+$388.4K
5,767
增持
SCHE
SCHWAB STRATEGIC TR
+$382.9K
108,607
+9%
减持
MA
MASTERCARD INCORPORATED
-$372.6K
6,157
-11%
增持
FTCE
FIRST TR EXCHANGE TRADED FD
+$360.2K
25,645
+109%
增持
DFEM
DIMENSIONAL ETF TRUST
+$357.9K
110,355
+3%
建仓
CPAI
NORTHERN LTS FD TR III
+$351.1K
8,117
增持
MU
MICRON TECHNOLOGY INC
+$350.9K
2,217
+0%
减持
NCDL
NUVEEN CHURCHILL DIRECT LEND
-$339.8K
32,859
-42%
增持
DFIC
DIMENSIONAL ETF TRUST
+$339.0K
68,830
+7%
增持
PLD
PROLOGIS INC.
+$338.8K
8,731
+27%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$338.7K
34,818
+136%
建仓
NVBT
AIM ETF PRODUCTS TRUST
+$335.4K
9,002
减持
SYY
SYSCO CORP
-$334.7K
29,105
-7%
建仓
PBDC
PUTNAM ETF TRUST
+$332.3K
10,784
建仓
ARP
ADVISORS INNER CIRCLE FD II
+$330.3K
10,645
增持
CAH
CARDINAL HEALTH INC
+$328.1K
5,902
+6%
增持
ITOT
ISHARES TR
+$327.4K
35,678
+2%
增持
GPZ
VANECK ETF TRUST
+$325.5K
30,434
+53%
建仓
HYTR
NORTHERN LTS FD TR III
+$321.1K
14,712
建仓
—
ASML HOLDING N V
+$321.0K
252
增持
ADI
ANALOG DEVICES INC
+$320.1K
2,406
+40%
增持
MO
ALTRIA GROUP INC
-$319.8K
55,925
+3%
减持
RTX
RTX CORPORATION
+$318.5K
11,652
-1%
增持
AXP
AMERICAN EXPRESS CO
+$314.4K
4,786
+7%
清仓
QBTS
D-WAVE QUANTUM INC
-$308.7K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$303.5K
9,358
+2%
减持
ANET
ARISTA NETWORKS INC
-$302.6K
11,526
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$302.3K
7,858
+4%
增持
CVX
CHEVRON CORP NEW
+$301.9K
27,257
+1%
清仓
JULW
AIM ETF PRODUCTS TRUST
-$301.7K
0
-100%
清仓
ADSK
AUTODESK INC
-$299.8K
0
-100%
增持
IXN
ISHARES TR
+$298.8K
8,581
+42%
增持
ARW
ARROW ELECTRS INC
+$295.4K
8,369
+45%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$294.2K
7,586
-26%
增持
RAAX
VANECK ETF TRUST
+$292.2K
43,395
+18%
建仓
GLNK
GRAYSCALE CHAINLINK TR ETF
+$290.8K
25,000
建仓
AVES
AMERICAN CENTY ETF TR
+$286.6K
4,774
增持
IGM
ISHARES TR
+$286.0K
6,994
+40%
建仓
AVGE
AMERICAN CENTY ETF TR
+$284.9K
3,210
减持
VICI
VICI PPTYS INC
-$282.7K
74,763
-1%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$281.8K
22,988
+7%
减持
COIN
COINBASE GLOBAL INC
-$267.0K
2,284
-4%
建仓
EIX
EDISON INTL
+$263.9K
4,326
增持
COP
CONOCOPHILLIPS
+$262.0K
20,090
+4%
清仓
—
CARNIVAL CORP
-$258.5K
0
-100%
清仓
FAST
FASTENAL CO
-$256.2K
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$255.0K
5,235
增持
MGA
MAGNA INTL INC
+$253.7K
22,089
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$252.5K
1,359
+2%
增持
QTUM
ETF SER SOLUTIONS
+$251.5K
8,288
+29%
建仓
UNM
UNUM GROUP
+$251.5K
3,132
减持
SPGI
S&P GLOBAL INC
-$248.2K
4,254
-19%
增持
VSLU
ETF OPPORTUNITIES TRUST
+$247.7K
10,215
+109%
减持
FWRG
FIRST WATCH RESTAURANT GROUP
-$246.3K
59,220
-11%
建仓
EWJ
ISHARES INC
+$243.9K
2,883
清仓
DECW
AIM ETF PRODUCTS TRUST
-$243.1K
0
-100%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$241.8K
14,485
