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 |
|---|---|---|---|---|---|---|---|---|
| UMBF | UMB FINL CORP | $95.75万 | 0.05% | 8,489 | -1,450 | -14.6% | -$16.35万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $96.12万 | 0.05% | 4,470 | -744 | -14.3% | -$16.00万 | 减仓 |
| KO | COCA COLA CO | $96.25万 | 0.05% | 12,656 | -2,693 | -17.5% | -$20.48万 | 减仓 |
| WFC | WELLS FARGO & CO | $97.67万 | 0.05% | 12,269 | -4,488 | -26.8% | -$35.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $98.98万 | 0.05% | 4,784 | -218 | -4.4% | -$4.51万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $100.51万 | 0.05% | 5,069 | -374 | -6.9% | -$7.42万 | 减仓 |
| SHOP | SHOPIFY INC | $101.06万 | 0.05% | 8,520 | 3,434 | 67.5% | $40.73万 | 加仓 |
| TGT | TARGET CORP | $101.85万 | 0.05% | 8,404 | -22 | -0.3% | -$2,666 | 减仓 |
| TNC | TENNANT CO | $102.78万 | 0.06% | 15,479 | 2,223 | 16.8% | $14.76万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $105.50万 | 0.06% | 24,500 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $106.02万 | 0.06% | 3,137 | 5 | 0.2% | $1,690 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $108.34万 | 0.06% | 3,899 | -8 | -0.2% | -$2,223 | 减仓 |
| DVY | ISHARES TR | $116.87万 | 0.06% | 7,719 | -421 | -5.2% | -$6.37万 | 减仓 |
| APH | AMPHENOL CORP | $121.31万 | 0.07% | 9,601 | -1,615 | -14.4% | -$20.41万 | 减仓 |
| BAC | BANK AMERICA CORP | $122.99万 | 0.07% | 25,229 | -1,824 | -6.7% | -$8.89万 | 减仓 |
| IYW | ISHARES TR | $123.61万 | 0.07% | 6,814 | 4,390 | 181.1% | $79.64万 | 加仓 |
| GEV | GE VERNOVA INC | $124.06万 | 0.07% | 1,421 | 169 | 13.5% | $14.75万 | 加仓 |
| MCD | MCDONALDS CORP | $124.78万 | 0.07% | 4,015 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $125.72万 | 0.07% | 8,096 | -1,072 | -11.7% | -$16.65万 | 减仓 |
| CAT | CATERPILLAR INC | $126.42万 | 0.07% | 1,785 | -3 | -0.2% | -$2,125 | 减仓 |
| QUAL | ISHARES TR | $127.69万 | 0.07% | 6,657 | 5,619 | 541.3% | $107.78万 | 加仓 |
| AON | AON PLC | $131.27万 | 0.07% | 4,067 | -118 | -2.8% | -$3.81万 | 减仓 |
| MRK | MERCK & CO INC | $131.61万 | 0.07% | 10,941 | -863 | -7.3% | -$10.38万 | 减仓 |
| IVW | ISHARES TR | $132.31万 | 0.07% | 11,697 | 7,059 | 152.2% | $79.85万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $136.45万 | 0.07% | 16,083 | 12,155 | 309.4% | $103.12万 | 加仓 |
| FAST | FASTENAL CO | $141.25万 | 0.08% | 30,443 | -2,032 | -6.3% | -$9.43万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $146.37万 | 0.08% | 4,839 | -129 | -2.6% | -$3.90万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $147.91万 | 0.08% | 14,407 | -134 | -0.9% | -$1.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $150.79万 | 0.08% | 10,440 | -69 | -0.7% | -$9,966 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $152.23万 | 0.08% | 2,468 | 25 | 1.0% | $1.54万 | 加仓 |
| GE | GE AEROSPACE | $152.85万 | 0.08% | 5,386 | 1,109 | 25.9% | $31.47万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $157.09万 | 0.08% | 53,928 | 8,335 | 18.3% | $24.28万 | 加仓 |
| AVGO | BROADCOM INC | $158.64万 | 0.09% | 5,125 | -205 | -3.8% | -$6.35万 | 减仓 |
| PWR | QUANTA SVCS INC | $169.81万 | 0.09% | 3,093 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $170.75万 | 0.09% | 5,192 | -265 | -4.9% | -$8.72万 | 减仓 |
| WMT | WALMART INC | $174.11万 | 0.09% | 14,009 | -1,446 | -9.4% | -$17.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $175.09万 | 0.09% | 7,163 | -1,487 | -17.2% | -$36.35万 | 减仓 |
| ORCL | ORACLE CORP | $175.80万 | 0.09% | 11,950 | -120 | -1.0% | -$1.77万 | 减仓 |
| EUSB | ISHARES TR | $178.42万 | 0.10% | 41,015 | 282 | 0.7% | $1.23万 | 加仓 |
| ABBV | ABBVIE INC | $178.59万 | 0.10% | 8,211 | -1,194 | -12.7% | -$25.97万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $179.35万 | 0.10% | 42,470 | -170 | -0.4% | -$7,179 | 减仓 |
| XEL | XCEL ENERGY INC | $180.90万 | 0.10% | 22,772 | 359 | 1.6% | $2.85万 | 加仓 |
| V | VISA INC | $197.97万 | 0.11% | 6,550 | -214 | -3.2% | -$6.47万 | 减仓 |
| GGG | GRACO INC | $200.95万 | 0.11% | 23,739 | -187 | -0.8% | -$1.58万 | 减仓 |
| ITOT | ISHARES TR | $221.52万 | 0.12% | 15,553 | 148 | 1.0% | $2.11万 | 加仓 |
| TSLA | TESLA INC | $224.03万 | 0.12% | 6,026 | -193 | -3.1% | -$7.18万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $242.09万 | 0.13% | 8,300 | 0 | 0.0% | — | 不变 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $247.92万 | 0.13% | 94,880 | -20,455 | -17.7% | -$53.45万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $261.60万 | 0.14% | 9,668 | -834 | -7.9% | -$22.57万 | 减仓 |
| IWB | ISHARES TR | $279.47万 | 0.15% | 7,838 | -2,673 | -25.4% | -$95.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $282.82万 | 0.15% | 2,838 | 206 | 7.8% | $20.53万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $284.15万 | 0.15% | 10,650 | 10,650 | — | $284.15万 | 新建仓 |
| — | EXXON MOBIL CORP | $298.91万 | 0.16% | 17,618 | -635 | -3.5% | -$10.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $299.12万 | 0.16% | 5,183 | 714 | 16.0% | $41.21万 | 加仓 |
| DSI | ISHARES TR | $299.53万 | 0.16% | 24,716 | 445 | 1.8% | $5.39万 | 加仓 |
| USB | US BANCORP | $305.67万 | 0.16% | 58,771 | -1,328 | -2.2% | -$6.91万 | 减仓 |
| CELC | CELCUITY INC | $307.86万 | 0.17% | 26,972 | -143 | -0.5% | -$1.63万 | 减仓 |
| IWD | ISHARES TR | $330.42万 | 0.18% | 15,464 | 974 | 6.7% | $20.81万 | 加仓 |
| AGG | ISHARES TR | $337.18万 | 0.18% | 33,966 | 3,369 | 11.0% | $33.44万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $337.19万 | 0.18% | 43,728 | 1,260 | 3.0% | $9.72万 | 加仓 |
| USXF | ISHARES TR | $389.97万 | 0.21% | 70,646 | -1,452 | -2.0% | -$8.02万 | 减仓 |
| LLY | ELI LILLY & CO | $390.93万 | 0.21% | 4,250 | 264 | 6.6% | $24.28万 | 加仓 |
| SUSB | ISHARES TR | $393.35万 | 0.21% | 156,933 | -39,982 | -20.3% | -$100.21万 | 减仓 |
| META | META PLATFORMS INC | $396.05万 | 0.21% | 6,922 | 1,006 | 17.0% | $57.56万 | 加仓 |
| MMM | 3M CO | $403.50万 | 0.22% | 27,784 | -730 | -2.6% | -$10.60万 | 减仓 |
| GIS | GENERAL MILLS INC | $407.42万 | 0.22% | 109,461 | -5,773 | -5.0% | -$21.49万 | 减仓 |
| OEF | ISHARES TR | $412.00万 | 0.22% | 12,953 | 12,073 | 1,371.9% | $384.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $437.48万 | 0.24% | 7,321 | 671 | 10.1% | $40.10万 | 加仓 |
| GOOGL | ALPHABET INC | $523.10万 | 0.28% | 18,191 | -996 | -5.2% | -$28.64万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $604.50万 | 0.33% | 20,550 | -448 | -2.1% | -$13.18万 | 减仓 |
| ESGD | ISHARES TR | $606.77万 | 0.33% | 63,457 | -579 | -0.9% | -$5.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $637.46万 | 0.34% | 19,870 | 69 | 0.3% | $2.21万 | 加仓 |
| DMXF | ISHARES TR | $638.53万 | 0.34% | 84,629 | 1,220 | 1.5% | $9.20万 | 加仓 |
| IWS | ISHARES TR | $682.12万 | 0.37% | 46,804 | -2,900 | -5.8% | -$42.26万 | 减仓 |
| VB | VANGUARD INDEX FDS | $683.09万 | 0.37% | 26,080 | 779 | 3.1% | $20.40万 | 加仓 |
| SUSA | ISHARES TR | $699.61万 | 0.38% | 52,961 | 2,265 | 4.5% | $29.92万 | 加仓 |
| MGK | VANGUARD WORLD FD | $717.79万 | 0.39% | 19,535 | -485 | -2.4% | -$17.82万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $774.32万 | 0.42% | 168,807 | -1,196 | -0.7% | -$5.49万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $810.07万 | 0.44% | 366,545 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $841.67万 | 0.45% | 29,308 | 92 | 0.3% | $2.64万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $919.50万 | 0.50% | 283,533 | -14,261 | -4.8% | -$46.25万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,053.33万 | 0.57% | 51,842 | -428 | -0.8% | -$8.70万 | 减仓 |
| GOOG | ALPHABET INC | $1,056.27万 | 0.57% | 36,822 | -1,777 | -4.6% | -$50.97万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,197.36万 | 0.65% | 159,436 | 9,876 | 6.6% | $74.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,203.17万 | 0.65% | 68,989 | -19 | -0.0% | -$3,314 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,271.15万 | 0.69% | 154,210 | -283,865 | -64.8% | -$2,339.90万 | 减仓 |
| EAGG | ISHARES TR | $1,367.09万 | 0.74% | 287,506 | 37,706 | 15.1% | $179.29万 | 加仓 |
| ESML | ISHARES TR | $1,406.80万 | 0.76% | 299,191 | -1,757 | -0.6% | -$8.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,526.60万 | 0.82% | 41,240 | -261 | -0.6% | -$9.66万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,533.33万 | 0.83% | 23,577 | -1,816 | -7.2% | -$118.10万 | 减仓 |
| EFV | ISHARES TR | $1,745.75万 | 0.94% | 234,801 | -3,643 | -1.5% | -$27.09万 | 减仓 |
| RBLX | ROBLOX CORP | $2,129.90万 | 1.15% | 376,574 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,173.65万 | 1.17% | 339,208 | -8,650 | -2.5% | -$55.43万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2,201.56万 | 1.19% | 132,568 | 26,090 | 24.5% | $433.28万 | 加仓 |
| IWP | ISHARES TR | $2,256.30万 | 1.22% | 176,108 | -10,931 | -5.8% | -$140.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,759.12万 | 1.49% | 57,578 | 7,804 | 15.7% | $373.97万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,116.49万 | 1.68% | 225,310 | 28,215 | 14.3% | $390.27万 | 加仓 |
| IWF | ISHARES TR | $3,938.64万 | 2.12% | 92,370 | -936 | -1.0% | -$39.91万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $4,091.03万 | 2.20% | 723,052 | -9,903 | -1.4% | -$56.03万 | 减仓 |
| AMZN | AMAZON COM INC | $4,639.23万 | 2.50% | 222,751 | -6,653 | -2.9% | -$138.56万 | 减仓 |