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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $2,861.58万 | 8.98% | 43,808 | 855 | 2.0% | $55.85万 | 加仓 |
| GSLC | GS ACTIVEBETA US LARGE CAP EQUITY ETF | $1,746.40万 | 5.48% | 139,567 | 506 | 0.4% | $6.33万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,622.00万 | 5.09% | 240,189 | 101 | 0.0% | $6,821 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,494.81万 | 4.69% | 214,310 | 219 | 0.1% | $1.53万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $1,316.98万 | 4.13% | 279,732 | 4,185 | 1.5% | $19.70万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $1,313.73万 | 4.12% | 142,364 | 2,481 | 1.8% | $22.89万 | 加仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $1,305.81万 | 4.10% | 278,841 | 4,563 | 1.7% | $21.37万 | 加仓 |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $1,163.16万 | 3.65% | 278,202 | 2,752 | 1.0% | $11.51万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1,065.58万 | 3.34% | 55,522 | 118 | 0.2% | $2.26万 | 加仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $1,009.23万 | 3.17% | 211,048 | -269 | -0.1% | -$1.29万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,003.83万 | 3.15% | 101,121 | 1,744 | 1.8% | $17.31万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $896.76万 | 2.81% | 99,057 | 703 | 0.7% | $6.36万 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $862.39万 | 2.71% | 137,674 | -2,058 | -1.5% | -$12.89万 | 减仓 |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $838.95万 | 2.63% | 174,272 | -19 | -0.0% | -$915 | 减仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $811.80万 | 2.55% | 323,296 | -136 | -0.0% | -$3,415 | 减仓 |
| AAPL | APPLE INC COM | $798.30万 | 2.51% | 31,455 | -312 | -1.0% | -$7.92万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $792.79万 | 2.49% | 98,386 | -7 | -0.0% | -$564 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $739.18万 | 2.32% | 23,041 | 53 | 0.2% | $1.70万 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $619.17万 | 1.94% | 88,113 | 2,325 | 2.7% | $16.34万 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $518.36万 | 1.63% | 43,740 | -7,500 | -14.6% | -$88.88万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $475.82万 | 1.49% | 37,139 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $406.08万 | 1.27% | 82,253 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $314.80万 | 0.99% | 17,313 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $310.26万 | 0.97% | 45,024 | 21 | 0.0% | $1,447 | 加仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $263.89万 | 0.83% | 28,055 | -10 | -0.0% | -$941 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $261.66万 | 0.82% | 52,448 | 994 | 1.9% | $4.96万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $246.54万 | 0.77% | 23,226 | 1,067 | 4.8% | $11.33万 | 加仓 |
| FLIA | FRANKLIN INTERNATIONAL AGGREGATE BOND ETF | $237.73万 | 0.75% | 117,340 | -41 | -0.0% | -$831 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $219.90万 | 0.69% | 10,225 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $215.48万 | 0.68% | 26,284 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $210.89万 | 0.66% | 5,697 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $207.35万 | 0.65% | 15,602 | -400 | -2.5% | -$5.32万 | 减仓 |
| ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | $177.96万 | 0.56% | 54,522 | -93 | -0.2% | -$3,036 | 减仓 |
| LOW | LOWES COS INC COM | $163.15万 | 0.51% | 6,905 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $162.50万 | 0.51% | 6,648 | -352 | -5.0% | -$8.60万 | 减仓 |
| NOW | SERVICENOW INC COM | $154.58万 | 0.49% | 14,785 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $148.94万 | 0.47% | 6,848 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES MSCI AUSTRALIA ETF | $142.23万 | 0.45% | 51,236 | 122 | 0.2% | $3,387 | 加仓 |
| MCHI | ISHARES MSCI CHINA ETF | $139.03万 | 0.44% | 24,748 | 54 | 0.2% | $3,034 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $136.41万 | 0.43% | 324 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $134.84万 | 0.42% | 2,231 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $131.75万 | 0.41% | 4,110 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $127.77万 | 0.40% | 739 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $125.94万 | 0.40% | 7,423 | -204 | -2.7% | -$3.46万 | 减仓 |
| V | VISA INC COM CL A | $115.15万 | 0.36% | 3,810 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $99.48万 | 0.31% | 3,170 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $99.18万 | 0.31% | 1,400 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $96.38万 | 0.30% | 3,101 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $93.99万 | 0.29% | 4,513 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $92.78万 | 0.29% | 4,680 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $90.55万 | 0.28% | 4,694 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $89.07万 | 0.28% | 3,671 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $87.50万 | 0.27% | 19,206 | 22 | 0.1% | $1,002 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $85.32万 | 0.27% | 5,907 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $82.41万 | 0.26% | 2,873 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $80.84万 | 0.25% | 5,206 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $80.65万 | 0.25% | 1,806 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $79.00万 | 0.25% | 3,888 | -38 | -1.0% | -$7,721 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $77.99万 | 0.24% | 1,829 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $76.65万 | 0.24% | 5,228 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $76.41万 | 0.24% | 3,081 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $76.37万 | 0.24% | 2,934 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $71.94万 | 0.23% | 5,450 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $68.95万 | 0.22% | 9,066 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $66.57万 | 0.21% | 1,892 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $64.97万 | 0.20% | 999 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $64.41万 | 0.20% | 2,240 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $57.31万 | 0.18% | 4,764 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $55.52万 | 0.17% | 2,800 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $54.73万 | 0.17% | 1,664 | -18 | -1.1% | -$5,920 | 减仓 |
| CSCO | CISCO SYS INC COM | $51.14万 | 0.16% | 6,591 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $49.12万 | 0.15% | 2,530 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $48.47万 | 0.15% | 3,900 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $48.27万 | 0.15% | 4,970 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $47.28万 | 0.15% | 5,904 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $44.12万 | 0.14% | 1,815 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $43.57万 | 0.14% | 1,500 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $43.51万 | 0.14% | 3,200 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN MUNICIPAL ETF | $42.99万 | 0.13% | 8,599 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $41.24万 | 0.13% | 1,380 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $39.34万 | 0.12% | 14,009 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $39.21万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $38.56万 | 0.12% | 3,251 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $38.22万 | 0.12% | 2,095 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $37.84万 | 0.12% | 7,477 | -986 | -11.7% | -$4.99万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $37.67万 | 0.12% | 2,585 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $37.32万 | 0.12% | 195 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $36.67万 | 0.12% | 734 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $36.45万 | 0.11% | 379 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $36.39万 | 0.11% | 1,610 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $35.49万 | 0.11% | 722 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $35.31万 | 0.11% | 2,400 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $35.13万 | 0.11% | 826 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $34.72万 | 0.11% | 3,382 | -38 | -1.1% | -$3,901 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $34.18万 | 0.11% | 1,782 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $33.55万 | 0.11% | 1,570 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $33.27万 | 0.10% | 1,100 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $33.10万 | 0.10% | 3,404 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $32.75万 | 0.10% | 480 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $32.63万 | 0.10% | 1,881 | -36 | -1.9% | -$6,244 | 减仓 |