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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 24
增持 62
减持 43
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$26.0M
237,057
+135%
减持
CLIP
GLOBAL X FDS
-$13.3M
182,383
-42%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$10.5M
204,583
+611%
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
QQQ
INVESCO QQQ TR
-$9.2M
17,773
-44%
清仓
IBB
ISHARES TR
-$9.1M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$8.3M
150,894
+2627%
清仓
IHE
ISHARES TR
-$6.4M
0
-100%
建仓
HDV
ISHARES TR
+$6.3M
47,030
减持
TSLA
TESLA INC
-$4.2M
34,788
-5%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$3.9M
271,003
+181%
增持
AAPL
APPLE INC
+$2.5M
123,799
+8%
增持
MSFT
MICROSOFT CORP
-$2.5M
41,242
+11%
增持
—
EXXON MOBIL CORP
+$2.4M
77,584
+3%
增持
AMAT
APPLIED MATLS INC
+$2.2M
9,107
+96%
清仓
—
FIVERR INTL LTD
-$2.2M
0
-100%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$2.2M
0
-100%
增持
BOXX
EA SERIES TRUST
+$2.1M
20,095
+1007%
减持
SPGI
S&P GLOBAL INC
-$2.1M
491
-88%
清仓
L
LOEWS CORP
-$2.1M
0
-100%
减持
ITOT
ISHARES TR
-$2.1M
22,379
-37%
清仓
VICI
VICI PPTYS INC
-$2.1M
0
-100%
清仓
AME
AMETEK INC
-$2.1M
0
-100%
减持
MUB
ISHARES TR
-$1.8M
2,502
-87%
增持
CAT
CATERPILLAR INC
+$1.8M
8,202
+9%
增持
AMZN
AMAZON COM INC
+$1.7M
60,206
+18%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.7M
33,208
+116%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.7M
20,011
+167%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.6M
3,672
+64%
清仓
RDDT
REDDIT INC
-$1.5M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
30,192
+7%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$1.4M
17,975
+136%
建仓
HSIC
SCHEIN HENRY INC
+$1.4M
18,263
增持
GE
GE AEROSPACE
+$1.3M
8,194
+120%
减持
VUG
VANGUARD INDEX FDS
-$1.3M
5,929
-28%
建仓
MSCI
MSCI INC
+$1.3M
2,434
减持
RRC
RANGE RES CORP
+$1.3M
154,275
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.3M
23,684
-2%
增持
AVGO
BROADCOM INC
+$1.2M
28,800
+5%
清仓
SNOW
SNOWFLAKE INC
-$1.2M
0
-100%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$1.2M
61,876
减持
VTV
VANGUARD INDEX FDS
-$1.2M
3,167
-66%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$1.2M
55,662
建仓
SHY
ISHARES TR
+$1.2M
14,141
建仓
DFCF
DIMENSIONAL ETF TRUST
+$1.1M
26,407
建仓
ORR
EA SERIES TRUST
+$1.1M
29,592
增持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
27,982
+47%
减持
OMCL
OMNICELL COM
-$1.1M
28,729
-30%
增持
APLU
ALLSPRING EXCHANGE TRADED FU
+$1.1M
68,910
+175%
增持
XEL
XCEL ENERGY INC
+$1.1M
15,706
+431%
清仓
—
CAPRI HOLDINGS LIMITED
-$1.1M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.0M
11,861
+30%
增持
MRK
MERCK & CO INC
+$999.8K
26,939
+31%
减持
SQ
BLOCK INC
-$975.2K
39,925
-20%
减持
VRSK
VERISK ANALYTICS INC
-$971.8K
6,860
-26%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$962.7K
20,462
减持
MA
MASTERCARD INCORPORATED
-$938.0K
5,223
-15%
增持
HFGM
TIDAL TRUST I
+$932.7K
35,321
+390%
清仓
—
MISTER CAR WASH INC
-$908.6K
0
-100%
建仓
—
ASTRAZENECA PLC
+$899.9K
4,410
增持
ISRG
INTUITIVE SURGICAL INC
-$899.6K
7,101
+2%
增持
GBIL
GOLDMAN SACHS ETF TR
+$895.5K
53,098
+20%
增持
IEFA
ISHARES TR
+$890.4K
113,630
+5%
减持
DSMC
ETF SER SOLUTIONS
-$874.4K
25,911
-48%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$872.3K
37,469
-30%
建仓
DAL
DELTA AIR LINES INC
+$855.1K
12,608
减持
ZM
ZOOM COMMUNICATIONS INC
-$843.7K
32,296
-19%
减持
MRSH
MARSH & MCLENNAN COS INC
-$840.8K
10,128
-26%
清仓
—
ASTRAZENECA PLC
-$840.0K
0
-100%
增持
RAAX
VANECK ETF TRUST
+$819.3K
58,029
+34%
增持
MU
MICRON TECHNOLOGY INC
+$818.3K
3,764
+70%
减持
AVY
AVERY DENNISON CORP
-$814.5K
8,248
-30%
减持
SCHE
SCHWAB STRATEGIC TR
-$805.3K
82,786
-24%
增持
Z
ZILLOW GROUP INC
-$802.1K
34,892
+9%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$801.0K
18,230
+73%
增持
AGG
ISHARES TR
+$798.4K
92,880
+10%
增持
BX
BLACKSTONE INC
+$794.5K
15,488
+147%
建仓
PVAL
PUTNAM ETF TRUST
+$793.5K
16,590
增持
SMH
VANECK ETF TRUST
+$792.1K
6,639
+23%
减持
AIZ
ASSURANT INC
-$780.4K
6,860
-29%
减持
IBRX
IMMUNITYBIO INC
-$776.6K
70,626
-87%
减持
ROL
ROLLINS INC
-$772.1K
24,626
-29%
减持
LLY
ELI LILLY & CO
-$761.1K
5,230
-2%
增持
WMT
WALMART INC
+$755.2K
53,343
+2%
增持
ARP
ADVISORS INNER CIRCLE FD II
+$752.2K
33,833
+218%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$748.1K
0
-100%
增持
HYTR
NORTHERN LTS FD TR III
+$745.8K
49,806
+239%
增持
COP
CONOCOPHILLIPS
+$743.2K
22,050
+10%
减持
RSSY
TIDAL TRUST II
-$742.3K
89,557
-37%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$740.0K
2,575
+41%
建仓
ABNB
AIRBNB INC
+$725.2K
5,623
建仓
RSSX
TIDAL TRUST II
+$710.5K
27,994
增持
IJH
ISHARES TR
+$709.7K
96,943
+9%
减持
EYLD
CAMBRIA ETF TR
-$702.7K
25,862
-44%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$685.1K
15,502
-33%
减持
RSBT
TIDAL TRUST II
-$683.2K
29,476
-56%
增持
JPM
JPMORGAN CHASE & CO
-$678.1K
36,768
+0%
减持
ALL
ALLSTATE CORP
-$666.3K
6,985
-31%
减持
—
ACCENTURE PLC IRELAND
-$659.3K
2,332
-39%
增持
AVSE
AMERICAN CENTY ETF TR
+$657.8K
14,633
+154%
减持
COR
CENCORA INC
-$653.0K
4,926
-26%
减持
RSG
REPUBLIC SVCS INC
-$651.8K
10,520
-23%
增持
OUNZ
VANECK MERK GOLD ETF
+$627.1K
57,939
+24%
清仓
NSC
NORFOLK SOUTHN CORP
-$623.4K
0
-100%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$614.2K
2,441
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$607.4K
10,520
建仓
DFAI
DIMENSIONAL ETF TRUST
+$604.7K
14,767
减持
—
ARCH CAP GROUP LTD
-$600.1K
15,620
-29%
清仓
HYMB
SPDR SERIES TRUST
-$599.5K
0
-100%
建仓
KLAC
KLA CORP
+$591.5K
341
减持
SYY
SYSCO CORP
-$585.6K
21,644
-26%
增持
CPAI
NORTHERN LTS FD TR III
+$582.6K
21,774
+168%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$582.2K
12,132
增持
VSLU
ETF OPPORTUNITIES TRUST
+$576.9K
23,773
+133%
减持
LRCX
LAM RESEARCH CORP
+$576.4K
15,031
-3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$570.4K
37,191
+4%
建仓
OKTA
OKTA INC
+$567.2K
9,008
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$556.1K
16,473
+206%
清仓
COIN
COINBASE GLOBAL INC
-$550.1K
0
-100%
增持
AVES
AMERICAN CENTY ETF TR
+$540.4K
13,047
+173%
清仓
SCHG
SCHWAB STRATEGIC TR
-$538.2K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$537.5K
48,146
+16%
增持
NFLX
NETFLIX INC.
+$535.2K
29,319
+6%
增持
PG
PROCTER & GAMBLE CO
+$533.9K
90,369
+2%
清仓
INTU
INTUIT
-$508.0K
0
-100%
减持
MCK
MCKESSON CORP
-$505.1K
2,286
-25%
减持
IEMG
ISHARES INC
-$503.5K
24,957
-26%
建仓
BALL
BALL CORP
+$502.7K
8,070
建仓
IVSS
ETF OPPORTUNITIES TRUST
+$500.6K
18,666
减持
CNR
CORE NATURAL RESOURCES INC
-$494.2K
8,832
-35%
减持
RSSB
TIDAL TRUST II
-$493.3K
97,516
-14%
增持
T
AT&T INC
+$493.2K
71,235
+23%
减持
JAAA
JANUS DETROIT STR TR
-$487.4K
10,960
-47%
增持
FITB
FIFTH THIRD BANCORP
+$481.9K
24,705
+65%
减持
MO
ALTRIA GROUP INC
+$477.4K
54,831
-2%
增持
ANET
ARISTA NETWORKS INC
+$473.8K
12,830
+11%
增持
TFC
TRUIST FINL CORP
+$472.0K
20,039
+93%
增持
PEP
PEPSICO INC
+$464.8K
14,884
+11%
清仓
SCHV
SCHWAB STRATEGIC TR
-$461.4K
0
-100%
建仓
NEM
NEWMONT CORP
+$453.0K
3,749
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$452.7K
2,588
+66%
清仓
—
PENTAIR PLC
-$452.6K
0
-100%
增持
VRT
VERTIV HOLDINGS CO
+$451.8K
3,007
+13%
减持
GWW
WW GRAINGER INC
-$451.2K
1,331
-32%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$451.1K
44,797
-14%
增持
—
AON PLC
-$449.9K
11,832
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$449.5K
8,408
+7%
增持
FTCE
FIRST TR EXCHANGE TRADED FD
+$448.8K
45,440
+77%
增持
—
FABRINET
+$436.8K
1,223
+47%
建仓
RBC
RBC BEARINGS INC
+$431.9K
722
清仓
DFAR
DIMENSIONAL ETF TRUST
-$430.6K
0
-100%
