ACIMA PRIVATE WEALTH, LLC
RICHMOND VA · SEC CIK 0001761961
$3.19亿2026Q1 申报市值
177持仓数
46.8%前十大占比 · 第一大 9.0%
4 / 3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
IVV 加仓+$55.85万
BOND 加仓+$22.89万
GTO 加仓+$21.37万
JCPB 加仓+$19.70万
AGG 加仓+$17.31万
2026Q1 卖出最多 按季末市值估算
IGM 减仓-$88.88万
CVX 减仓-$13.80万
EZU 减仓-$12.89万
JNJ 减仓-$8.60万
AAPL 减仓-$7.92万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $32.54万 | 0.10% | 679 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $31.47万 | 0.10% | 1,521 | -667 | -30.5% | -$13.80万 | 减仓 |
| GXC | STATE STREET SPDR S&P CHINA ETF | $30.87万 | 0.10% | 3,315 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $28.92万 | 0.09% | 1,007 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $27.79万 | 0.09% | 6,297 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $27.70万 | 0.09% | 493 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $26.06万 | 0.08% | 1,250 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $24.97万 | 0.08% | 3,500 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $23.68万 | 0.07% | 3,473 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $23.57万 | 0.07% | 2,148 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $23.10万 | 0.07% | 3,501 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $22.01万 | 0.07% | 1,400 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW CL A | $20.98万 | 0.07% | 994 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $18.57万 | 0.06% | 1,123 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $17.82万 | 0.06% | 1,667 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $17.51万 | 0.05% | 1,371 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $17.05万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $16.79万 | 0.05% | 916 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $16.04万 | 0.05% | 1,224 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $14.79万 | 0.05% | 1,592 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $14.48万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $14.16万 | 0.04% | 975 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $12.77万 | 0.04% | 1,275 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $12.00万 | 0.04% | 1,244 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $9.96万 | 0.03% | 317 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $9.29万 | 0.03% | 1,261 | -17 | -1.3% | -$1,252 | 减仓 |
| SPGM | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $9.22万 | 0.03% | 1,218 | -230 | -15.9% | -$1.74万 | 减仓 |
| PSX | PHILLIPS 66 COM | $9.11万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $8.96万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $8.71万 | 0.03% | 296 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $7.39万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $7.17万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $7.15万 | 0.02% | 410 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $6.90万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $6.80万 | 0.02% | 470 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $5.78万 | 0.02% | 465 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $5.68万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $5.63万 | 0.02% | 189 | 189 | — | $5.63万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $5.45万 | 0.02% | 967 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $5.41万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $5.22万 | 0.02% | 1,040 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $5.01万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| XLE | ENERGY SELECT SECTOR SPDR ETF | $5.00万 | 0.02% | 816 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $4.97万 | 0.02% | 1,058 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP ETF | $4.96万 | 0.02% | 210 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $3.51万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $3.44万 | 0.01% | 706 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $3.34万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $3.17万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3.04万 | 0.01% | 399 | 399 | — | $3.04万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $2.15万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.97万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $1.96万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.80万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.77万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $1.59万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $1.45万 | 0.00% | 105 | 105 | — | $1.45万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.44万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $1.40万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.36万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | $1.32万 | 0.00% | 137 | 137 | — | $1.32万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $1.32万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.31万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $1.29万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $1.18万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $1.02万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $9,830 | 0.00% | 106 | -82 | -43.6% | -$7,604 | 减仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $7,348 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $5,680 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $4,279 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $4,230 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $4,187 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $3,905 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $3,363 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $1,532 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $944 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $572 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $0 | 0.00% | 0 | -44 | -100.0% | -$6,337 | 清仓 |
| RJF | RAYMOND JAMES FINL INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$6,102 | 清仓 |
| MET | METLIFE INC COM | $0 | 0.00% | 0 | -67 | -100.0% | -$5,289 | 清仓 |