ACIMA PRIVATE WEALTH, LLC
RICHMOND VA · SEC CIK 0001761961
$3.44亿2026Q2 申报市值
173持仓数
47.3%前十大占比 · 第一大 9.8%
1 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAXJ 加仓+$297.26万
VSLU 加仓+$160.28万
IVV 加仓+$101.77万
GTO 加仓+$56.68万
JCPB 加仓+$55.84万
2026Q2 卖出最多 按季末市值估算
IJH 减仓-$314.08万
RSP 减仓-$121.62万
ASHR 减仓-$121.41万
IEMG 减仓-$80.49万
MCHI 减仓-$70.42万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $3,382.51万 | 9.82% | 45,167 | 1,359 | 3.1% | $101.77万 | 加仓 |
| GSLC | GS ACTIVEBETA US LARGE CAP EQUITY ETF | $2,014.27万 | 5.85% | 141,960 | 2,393 | 1.7% | $33.95万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,694.86万 | 4.92% | 204,594 | -9,716 | -4.5% | -$80.49万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,538.01万 | 4.47% | 199,457 | -40,732 | -17.0% | -$314.08万 | 减仓 |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $1,446.86万 | 4.20% | 312,859 | 34,657 | 12.5% | $160.28万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $1,368.91万 | 3.98% | 291,629 | 11,897 | 4.3% | $55.84万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $1,368.20万 | 3.97% | 148,379 | 6,015 | 4.2% | $55.46万 | 加仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $1,363.60万 | 3.96% | 290,933 | 12,092 | 4.3% | $56.68万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1,059.72万 | 3.08% | 49,806 | -5,716 | -10.3% | -$121.62万 | 减仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $1,041.65万 | 3.02% | 215,439 | 4,391 | 2.1% | $21.23万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,029.33万 | 2.99% | 103,994 | 2,873 | 2.8% | $28.44万 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $971.69万 | 2.82% | 139,812 | 2,138 | 1.6% | $14.86万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $959.37万 | 2.79% | 99,334 | 277 | 0.3% | $2.68万 | 加仓 |
| AAPL | APPLE INC COM | $909.20万 | 2.64% | 31,421 | -34 | -0.1% | -$9,838 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $879.08万 | 2.55% | 91,106 | -7,280 | -7.4% | -$70.24万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $847.28万 | 2.46% | 22,897 | -144 | -0.6% | -$5.33万 | 减仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $841.97万 | 2.45% | 329,409 | 6,113 | 1.9% | $15.62万 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $715.50万 | 2.08% | 43,740 | 0 | 0.0% | — | 不变 |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $710.67万 | 2.06% | 162,587 | -11,685 | -6.7% | -$51.08万 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $650.00万 | 1.89% | 86,471 | -1,642 | -1.9% | -$12.34万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $543.75万 | 1.58% | 37,139 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $440.96万 | 1.28% | 82,253 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $337.47万 | 0.98% | 44,811 | -213 | -0.5% | -$1.60万 | 减仓 |
| AAXJ | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | $298.90万 | 0.87% | 25,048 | 24,911 | 18,183.2% | $297.26万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $297.25万 | 0.86% | 15,602 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $275.66万 | 0.80% | 54,499 | 2,051 | 3.9% | $10.37万 | 加仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $272.28万 | 0.79% | 27,392 | -663 | -2.4% | -$6.59万 | 减仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $267.07万 | 0.78% | 17,313 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $266.84万 | 0.77% | 24,795 | 1,569 | 6.8% | $16.89万 | 加仓 |
| FLIA | FRANKLIN INTERNATIONAL AGGREGATE BOND ETF | $245.66万 | 0.71% | 119,895 | 2,555 | 2.2% | $5.24万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $241.94万 | 0.70% | 10,225 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $218.34万 | 0.63% | 26,284 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $212.51万 | 0.62% | 5,697 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $172.32万 | 0.50% | 6,848 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $168.84万 | 0.49% | 6,648 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $152.25万 | 0.44% | 6,905 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $149.09万 | 0.43% | 1,400 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $146.79万 | 0.43% | 14,785 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $144.37万 | 0.42% | 8,100 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $141.52万 | 0.41% | 4,110 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES MSCI AUSTRALIA ETF | $140.18万 | 0.41% | 49,781 | -1,455 | -2.8% | -$4.10万 | 减仓 |
| V | VISA INC COM CL A | $130.72万 | 0.38% | 3,810 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $125.44万 | 0.36% | 739 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $124.89万 | 0.36% | 3,170 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $113.66万 | 0.33% | 2,231 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $105.99万 | 0.31% | 4,447 | -66 | -1.5% | -$1.57万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $102.23万 | 0.30% | 4,680 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $101.51万 | 0.29% | 2,873 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $101.49万 | 0.29% | 7,423 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $99.85万 | 0.29% | 3,671 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $90.84万 | 0.26% | 7,316 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $89.77万 | 0.26% | 2,988 | -93 | -3.0% | -$2.79万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $89.71万 | 0.26% | 1,806 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $89.06万 | 0.26% | 4,694 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $87.07万 | 0.25% | 3,888 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $86.62万 | 0.25% | 5,907 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $85.26万 | 0.25% | 18,479 | -727 | -3.8% | -$3.35万 | 减仓 |
| MCD | MCDONALDS CORP COM | $83.82万 | 0.24% | 3,101 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $82.95万 | 0.24% | 5,228 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $81.74万 | 0.24% | 3,200 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $80.05万 | 0.23% | 2,240 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $79.36万 | 0.23% | 2,934 | 0 | 0.0% | — | 不变 |
| ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | $78.47万 | 0.23% | 21,404 | -33,118 | -60.7% | -$121.41万 | 减仓 |
| CSCO | CISCO SYS INC COM | $77.42万 | 0.22% | 6,591 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $75.41万 | 0.22% | 2,530 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $74.60万 | 0.22% | 999 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $73.68万 | 0.21% | 9,066 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $70.49万 | 0.20% | 5,206 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $68.51万 | 0.20% | 1,892 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $61.22万 | 0.18% | 4,764 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $58.69万 | 0.17% | 1,664 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $56.66万 | 0.16% | 5,450 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI CHINA ETF | $55.85万 | 0.16% | 10,946 | -13,802 | -55.8% | -$70.42万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $53.41万 | 0.16% | 5,904 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN MUNICIPAL ETF | $52.10万 | 0.15% | 10,285 | 1,686 | 19.6% | $8.54万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $51.63万 | 0.15% | 4,970 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $47.46万 | 0.14% | 1,380 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $44.17万 | 0.13% | 3,900 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $43.98万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $42.55万 | 0.12% | 2,585 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $42.03万 | 0.12% | 2,095 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $41.20万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $39.10万 | 0.11% | 1,782 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $38.06万 | 0.11% | 1,570 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $37.70万 | 0.11% | 734 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $37.21万 | 0.11% | 1,815 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $37.12万 | 0.11% | 3,251 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $36.44万 | 0.11% | 379 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $36.20万 | 0.11% | 722 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $35.72万 | 0.10% | 1,056 | -44 | -4.0% | -$1.49万 | 减仓 |
| ORCL | ORACLE CORP COM | $35.17万 | 0.10% | 2,400 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $35.15万 | 0.10% | 180 | -15 | -7.7% | -$2.93万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $34.84万 | 0.10% | 2,800 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $33.98万 | 0.10% | 679 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $33.73万 | 0.10% | 14,009 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $33.64万 | 0.10% | 826 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $33.01万 | 0.10% | 3,473 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $32.45万 | 0.09% | 4,028 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $32.16万 | 0.09% | 2,915 | -489 | -14.4% | -$5.39万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $31.35万 | 0.09% | 1,881 | 0 | 0.0% | — | 不变 |