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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,610 | -100.0% | -$36.39万 | 清仓 |
| INTC | INTEL CORP COM | $0 | 0.00% | 0 | -6,297 | -100.0% | -$27.79万 | 清仓 |
| DHR | DANAHER CORP DEL COM | $0 | 0.00% | 0 | -185 | -100.0% | -$3.51万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP COM | $0 | 0.00% | 0 | -169 | -100.0% | -$1.59万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$4,230 | 清仓 |
| META | META PLATFORMS INC CL A | $563 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $586 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $1,933 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $2,401 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $3,626 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $5,141 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $5,435 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $5,566 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $8,791 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $9,105 | 0.00% | 131 | 131 | — | $9,105 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.02万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $1.05万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $1.06万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $1.23万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.39万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $1.45万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.46万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.52万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $1.65万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $1.75万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| GXC | STATE STREET SPDR S&P CHINA ETF | $1.76万 | 0.01% | 204 | -3,111 | -93.8% | -$26.92万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.80万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $1.84万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $2.09万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.18万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $2.31万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $3.30万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3.54万 | 0.01% | 399 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $3.63万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $3.91万 | 0.01% | 1,058 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $4.02万 | 0.01% | 706 | 0 | 0.0% | — | 不变 |
| XLE | ENERGY SELECT SECTOR SPDR ETF | $4.33万 | 0.01% | 816 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $4.40万 | 0.01% | 1,040 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $4.65万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP ETF | $5.75万 | 0.02% | 210 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $6.58万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $6.74万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $6.90万 | 0.02% | 465 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $7.09万 | 0.02% | 189 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $7.09万 | 0.02% | 967 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $8.20万 | 0.02% | 410 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $8.31万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $8.39万 | 0.02% | 470 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $8.45万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $8.51万 | 0.02% | 1,159 | -102 | -8.1% | -$7,488 | 减仓 |
| CSX | CSX CORP COM | $8.56万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $8.97万 | 0.03% | 317 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $9.00万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $9.69万 | 0.03% | 296 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $10.30万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| SPGM | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $10.43万 | 0.03% | 1,218 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $13.66万 | 0.04% | 1,244 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $13.97万 | 0.04% | 1,592 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $14.36万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $14.87万 | 0.04% | 1,225 | -50 | -3.9% | -$6,071 | 减仓 |
| MMM | 3M CO COM | $15.79万 | 0.05% | 975 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $16.75万 | 0.05% | 1,224 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $18.34万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $19.19万 | 0.06% | 1,371 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $19.79万 | 0.06% | 916 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $20.22万 | 0.06% | 1,667 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $20.32万 | 0.06% | 1,123 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $21.19万 | 0.06% | 1,400 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $24.45万 | 0.07% | 480 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $24.79万 | 0.07% | 4,903 | -2,574 | -34.4% | -$13.02万 | 减仓 |
| AFL | AFLAC INC COM | $25.19万 | 0.07% | 2,148 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $25.19万 | 0.07% | 3,501 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $25.21万 | 0.07% | 1,521 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW CL A | $25.64万 | 0.07% | 994 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $25.95万 | 0.08% | 493 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $28.04万 | 0.08% | 1,250 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $29.25万 | 0.08% | 3,500 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $30.69万 | 0.09% | 3,382 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $31.35万 | 0.09% | 1,881 | 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 |
| VO | VANGUARD MID-CAP ETF | $32.45万 | 0.09% | 4,028 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $33.01万 | 0.10% | 3,473 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $33.64万 | 0.10% | 826 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $33.73万 | 0.10% | 14,009 | 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 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $34.84万 | 0.10% | 2,800 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $35.15万 | 0.10% | 180 | -15 | -7.7% | -$2.93万 | 减仓 |
| ORCL | ORACLE CORP COM | $35.17万 | 0.10% | 2,400 | 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 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $36.20万 | 0.11% | 722 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $36.44万 | 0.11% | 379 | 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 |
| ADBE | ADOBE INC COM | $37.21万 | 0.11% | 1,815 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $37.70万 | 0.11% | 734 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $38.06万 | 0.11% | 1,570 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $39.10万 | 0.11% | 1,782 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $41.20万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $42.03万 | 0.12% | 2,095 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $42.55万 | 0.12% | 2,585 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $43.98万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |