Accredited Investors Inc.
EDINA MN · SEC CIK 0001518364
$18.56亿2026Q1 申报市值
281持仓数
56.1%前十大占比 · 第一大 14.2%
22 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTV 加仓+$932.87万
IWM 加仓+$616.48万
BRK/A 加仓+$502.70万
CHRW 加仓+$433.28万
VT 加仓+$390.27万
2026Q1 卖出最多 按季末市值估算
VGK 减仓-$2,339.90万
EFA 减仓-$334.28万
SCHB 减仓-$281.63万
AAPL 减仓-$251.71万
SEZL 减仓-$167.09万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $32.18万 | 0.02% | 742 | -351 | -32.1% | -$15.22万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $32.78万 | 0.02% | 15,500 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $32.95万 | 0.02% | 2,403 | 2,403 | — | $32.95万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $32.97万 | 0.02% | 5,279 | 978 | 22.7% | $6.11万 | 加仓 |
| SLV | ISHARES SILVER TR | $33.31万 | 0.02% | 4,888 | 4,888 | — | $33.31万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $33.51万 | 0.02% | 1,028 | -254 | -19.8% | -$8.28万 | 减仓 |
| TJX | TJX COS INC NEW | $33.76万 | 0.02% | 2,114 | -1,420 | -40.2% | -$22.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.87万 | 0.02% | 1,665 | 179 | 12.0% | $3.64万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $33.97万 | 0.02% | 23,000 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.00万 | 0.02% | 6,290 | 875 | 16.2% | $4.73万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.08万 | 0.02% | 873 | -70 | -7.4% | -$2.73万 | 减仓 |
| CTAS | CINTAS CORP | $34.23万 | 0.02% | 2,024 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $34.43万 | 0.02% | 1,273 | -200 | -13.6% | -$5.41万 | 减仓 |
| T | AT&T INC | $34.50万 | 0.02% | 11,901 | 400 | 3.5% | $1.16万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $34.56万 | 0.02% | 1,497 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $34.64万 | 0.02% | 4,182 | 4,182 | — | $34.64万 | 新建仓 |
| FDUS | FIDUS INVT CORP | $34.84万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $34.87万 | 0.02% | 1,171 | 118 | 11.2% | $3.51万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $34.92万 | 0.02% | 6,840 | -105 | -1.5% | -$5,360 | 减仓 |
| SOXX | ISHARES TR | $35.25万 | 0.02% | 1,072 | 52 | 5.1% | $1.71万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $35.28万 | 0.02% | 417 | -226 | -35.1% | -$19.12万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $35.53万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $35.60万 | 0.02% | 1,730 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $35.79万 | 0.02% | 7,249 | 545 | 8.1% | $2.69万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $35.86万 | 0.02% | 2,858 | 80 | 2.9% | $1.00万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $36.27万 | 0.02% | 42,924 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $36.43万 | 0.02% | 4,030 | -169 | -4.0% | -$1.53万 | 减仓 |
| DCI | DONALDSON INC | $36.76万 | 0.02% | 4,331 | -148 | -3.3% | -$1.26万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $37.80万 | 0.02% | 20,978 | 10,023 | 91.5% | $18.06万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $38.32万 | 0.02% | 3,070 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $38.49万 | 0.02% | 2,938 | 82 | 2.9% | $1.07万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $38.63万 | 0.02% | 4,550 | 130 | 2.9% | $1.10万 | 加仓 |
| OTTR | OTTER TAIL CORP | $38.68万 | 0.02% | 4,407 | 28 | 0.6% | $2,458 | 加仓 |
| GLD | SPDR GOLD TR | $39.54万 | 0.02% | 919 | -47 | -4.9% | -$2.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.57万 | 0.02% | 2,705 | -849 | -23.9% | -$12.42万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $39.64万 | 0.02% | 4,651 | -7,302 | -61.1% | -$62.23万 | 减仓 |
| H | HYATT HOTELS CORP | $40.68万 | 0.02% | 2,829 | -4,317 | -60.4% | -$62.07万 | 减仓 |
| ZTS | ZOETIS INC | $41.05万 | 0.02% | 3,473 | -197 | -5.4% | -$2.33万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $41.31万 | 0.02% | 9,944 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $42.07万 | 0.02% | 2,649 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $42.45万 | 0.02% | 17,152 | 1,914 | 12.6% | $4.74万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $43.08万 | 0.02% | 1,983 | 40 | 2.1% | $8,690 | 加仓 |
| SPSC | SPS COMM INC | $44.03万 | 0.02% | 7,909 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $44.25万 | 0.02% | 2,696 | -136 | -4.8% | -$2.23万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $44.46万 | 0.02% | 6,494 | -998 | -13.3% | -$6.83万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $44.99万 | 0.02% | 4,073 | 4,073 | — | $44.99万 | 新建仓 |
| PFE | PFIZER INC | $45.88万 | 0.02% | 16,339 | -2,357 | -12.6% | -$6.62万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $45.91万 | 0.02% | 6,474 | 2,950 | 83.7% | $20.92万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $45.93万 | 0.02% | 1,993 | 50 | 2.6% | $1.15万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $46.63万 | 0.03% | 9,623 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $46.87万 | 0.03% | 1,310 | -560 | -29.9% | -$20.04万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $46.88万 | 0.03% | 1,017 | -11 | -1.1% | -$5,071 | 减仓 |
| GLW | CORNING INC | $48.64万 | 0.03% | 3,577 | 1,258 | 54.2% | $17.11万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $48.82万 | 0.03% | 1,445 | 588 | 68.6% | $19.87万 | 加仓 |
| RTX | RTX CORPORATION | $49.05万 | 0.03% | 2,543 | -199 | -7.3% | -$3.84万 | 减仓 |
| BA | BOEING CO | $49.91万 | 0.03% | 2,507 | 1,067 | 74.1% | $21.24万 | 加仓 |
| MS | MORGAN STANLEY | $50.31万 | 0.03% | 3,057 | -242 | -7.3% | -$3.98万 | 减仓 |
| MPC | MARATHON PETE CORP | $50.79万 | 0.03% | 2,080 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $51.64万 | 0.03% | 3,054 | 2 | 0.1% | $338 | 加仓 |
| AAXJ | ISHARES TR | $53.46万 | 0.03% | 5,552 | 1,338 | 31.8% | $12.88万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $53.97万 | 0.03% | 9,521 | 1,526 | 19.1% | $8.65万 | 加仓 |
| SOLV | SOLVENTUM CORP | $54.59万 | 0.03% | 8,360 | -15 | -0.2% | -$980 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $54.70万 | 0.03% | 4,920 | 4,920 | — | $54.70万 | 新建仓 |
| MLI | MUELLER INDS INC | $54.80万 | 0.03% | 4,946 | -700 | -12.4% | -$7.76万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $55.96万 | 0.03% | 11,436 | 419 | 3.8% | $2.05万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $55.98万 | 0.03% | 7,313 | -125 | -1.7% | -$9,568 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $56.38万 | 0.03% | 3,517 | 524 | 17.5% | $8.40万 | 加仓 |
| MO | ALTRIA GROUP INC | $56.65万 | 0.03% | 8,585 | 511 | 6.3% | $3.37万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $57.07万 | 0.03% | 1,161 | -407 | -26.0% | -$20.01万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $58.28万 | 0.03% | 3,587 | -68 | -1.9% | -$1.10万 | 减仓 |
| IEFA | ISHARES TR | $58.93万 | 0.03% | 6,509 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $61.26万 | 0.03% | 6,949 | 615 | 9.7% | $5.42万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $63.36万 | 0.03% | 6,699 | -407 | -5.7% | -$3.85万 | 减仓 |
| HYG | ISHARES TR | $64.84万 | 0.03% | 8,150 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $66.31万 | 0.04% | 8,546 | -1,776 | -17.2% | -$13.78万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.68万 | 0.04% | 2,751 | 354 | 14.8% | $8.58万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $68.47万 | 0.04% | 7,286 | -596 | -7.6% | -$5.60万 | 减仓 |
| KBDC | KAYNE ANDERSON BDC INC | $69.83万 | 0.04% | 50,898 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $69.85万 | 0.04% | 3,829 | -685 | -15.2% | -$12.50万 | 减仓 |
| SDY | SPDR SERIES TRUST | $72.17万 | 0.04% | 4,945 | -30 | -0.6% | -$4,378 | 减仓 |
| MUB | ISHARES TR | $72.32万 | 0.04% | 6,813 | -316 | -4.4% | -$3.35万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $72.93万 | 0.04% | 1,789 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $74.52万 | 0.04% | 1,706 | 203 | 13.5% | $8.87万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $75.15万 | 0.04% | 4,545 | -135 | -2.9% | -$2.23万 | 减仓 |
| DIS | DISNEY WALT CO | $75.36万 | 0.04% | 7,819 | -38 | -0.5% | -$3,662 | 减仓 |
| AMGN | AMGEN INC | $75.87万 | 0.04% | 2,156 | -138 | -6.0% | -$4.86万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $76.28万 | 0.04% | 44,580 | 23,861 | 115.2% | $40.83万 | 加仓 |
| MDT | MEDTRONIC PLC | $77.50万 | 0.04% | 8,944 | -787 | -8.1% | -$6.82万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $78.05万 | 0.04% | 9,683 | 6,614 | 215.5% | $53.32万 | 加仓 |
| IWO | ISHARES TR | $81.78万 | 0.04% | 2,606 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $84.17万 | 0.05% | 6,333 | 605 | 10.6% | $8.04万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $84.99万 | 0.05% | 8,680 | 8,680 | — | $84.99万 | 新建仓 |
| NFLX | NETFLIX INC. | $85.73万 | 0.05% | 8,916 | 100 | 1.1% | $9,615 | 加仓 |
| AMAT | APPLIED MATLS INC | $87.10万 | 0.05% | 2,548 | -200 | -7.3% | -$6.84万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $87.55万 | 0.05% | 1,752 | -71 | -3.9% | -$3.55万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $89.57万 | 0.05% | 14,769 | 3 | 0.0% | $182 | 加仓 |
| ECL | ECOLAB INC | $91.63万 | 0.05% | 3,444 | -110 | -3.1% | -$2.93万 | 减仓 |
| VLUE | ISHARES TR | $92.81万 | 0.05% | 6,527 | 6,527 | — | $92.81万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $93.37万 | 0.05% | 2,935 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $93.44万 | 0.05% | 1,718 | 0 | 0.0% | — | 不变 |