Accel Wealth Management
WAVERLY IA · SEC CIK 0001838226
$4.44亿2026Q2 申报市值
305持仓数
25.7%前十大占比 · 第一大 4.4%
25 / 12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
ACYN 加仓+$474.58万
BUFQ 加仓+$302.25万
BUFR 加仓+$217.81万
CGBL 加仓+$148.80万
RDVI 加仓+$136.28万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$129.76万
IWF 清仓-$87.03万
JAAA 减仓-$81.82万
JPEM 减仓-$72.49万
ISPY 减仓-$71.13万
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $622.20万 | 1.40% | 39,373 | 211 | 0.5% | $3.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $661.28万 | 1.49% | 33,049 | 359 | 1.1% | $7.18万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $666.90万 | 1.50% | 320,777 | 228,272 | 246.8% | $474.58万 | 加仓 |
| INTC | INTEL CORP | $669.21万 | 1.51% | 47,927 | -2,857 | -5.6% | -$39.89万 | 减仓 |
| ITA | ISHARES TR | $731.87万 | 1.65% | 30,190 | 1,381 | 4.8% | $33.48万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $751.42万 | 1.69% | 139,100 | 20,257 | 17.0% | $109.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $755.48万 | 1.70% | 10,259 | -572 | -5.3% | -$42.12万 | 减仓 |
| AMZN | AMAZON COM INC | $763.50万 | 1.72% | 32,034 | 294 | 0.9% | $7.01万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $779.55万 | 1.75% | 39,451 | 2,700 | 7.3% | $53.35万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $781.42万 | 1.76% | 158,567 | 4,779 | 3.1% | $23.55万 | 加仓 |
| AAPL | APPLE INC | $806.60万 | 1.82% | 27,875 | -561 | -2.0% | -$16.23万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,025.53万 | 2.31% | 126,515 | 11,868 | 10.4% | $96.20万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,073.95万 | 2.42% | 49,280 | 1,593 | 3.3% | $34.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,085.31万 | 2.44% | 29,330 | 668 | 2.3% | $24.72万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,440.39万 | 3.24% | 425,646 | 14,456 | 3.5% | $48.92万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,680.72万 | 3.78% | 343,952 | -676 | -0.2% | -$3.30万 | 减仓 |
| DGRO | ISHARES TR | $1,962.87万 | 4.42% | 258,988 | 15,988 | 6.6% | $121.17万 | 加仓 |