Accel Wealth Management
WAVERLY IA · SEC CIK 0001838226
$3.83亿2026Q1 申报市值
290持仓数
25.9%前十大占比 · 第一大 4.4%
19 / 10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
BUFQ 新建仓+$280.61万
VNLA 加仓+$245.01万
RDVI 加仓+$207.88万
ACYN 新建仓+$188.53万
BUFR 加仓+$172.01万
2026Q1 卖出最多 按季末市值估算
QYLD 减仓-$195.80万
QQQ 减仓-$85.48万
ISPY 减仓-$52.16万
IYW 减仓-$35.61万
KRE 清仓-$31.69万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $1,705.37万 | 4.45% | 243,000 | 12,875 | 5.6% | $90.36万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,683.85万 | 4.39% | 344,628 | 50,145 | 17.0% | $245.01万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,197.80万 | 3.12% | 411,190 | 3,729 | 0.9% | $10.86万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $935.61万 | 2.44% | 47,687 | 2,738 | 6.1% | $53.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $919.52万 | 2.40% | 28,662 | 1,117 | 4.1% | $35.83万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $782.81万 | 2.04% | 114,647 | 16,343 | 16.6% | $111.59万 | 加仓 |
| AAPL | APPLE INC | $721.68万 | 1.88% | 28,436 | -522 | -1.8% | -$13.25万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $677.24万 | 1.77% | 36,751 | 2,164 | 6.3% | $39.88万 | 加仓 |
| AMZN | AMAZON COM INC | $661.05万 | 1.72% | 31,740 | 222 | 0.7% | $4.62万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $654.21万 | 1.71% | 153,788 | 17,522 | 12.9% | $74.54万 | 加仓 |
| ITA | ISHARES TR | $630.20万 | 1.64% | 28,809 | 2,559 | 9.7% | $55.98万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $627.25万 | 1.64% | 118,843 | 23,062 | 24.1% | $121.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $625.16万 | 1.63% | 10,831 | -1,481 | -12.0% | -$85.48万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $608.30万 | 1.59% | 504,396 | 1,814 | 0.4% | $2.19万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $579.99万 | 1.51% | 39,162 | -89 | -0.2% | -$1.32万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $570.11万 | 1.49% | 32,690 | 286 | 0.9% | $4.99万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $534.67万 | 1.39% | 133,035 | 8,515 | 6.8% | $34.22万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $517.09万 | 1.35% | 102,658 | 16,613 | 19.3% | $83.68万 | 加仓 |
| AGG | ISHARES TR | $489.61万 | 1.28% | 49,321 | 7,560 | 18.1% | $75.05万 | 加仓 |
| GLD | SPDR GOLD TR | $452.36万 | 1.18% | 10,513 | 211 | 2.0% | $9.08万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $446.54万 | 1.16% | 14,774 | 2,753 | 22.9% | $83.21万 | 加仓 |
| GOOGL | ALPHABET INC | $439.94万 | 1.15% | 15,299 | -242 | -1.6% | -$6.96万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $414.07万 | 1.08% | 28,552 | 3,771 | 15.2% | $54.69万 | 加仓 |
| IGEB | ISHARES TR | $401.74万 | 1.05% | 89,157 | 12,927 | 17.0% | $58.25万 | 加仓 |
| DE | DEERE & CO | $401.24万 | 1.05% | 7,123 | -16 | -0.2% | -$9,013 | 减仓 |
| KCE | SPDR SERIES TRUST | $354.50万 | 0.92% | 25,763 | 1,798 | 7.5% | $24.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $351.48万 | 0.92% | 9,495 | -115 | -1.2% | -$4.26万 | 减仓 |
| ANGL | VANECK ETF TRUST | $338.59万 | 0.88% | 117,895 | -6,016 | -4.9% | -$17.28万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $334.85万 | 0.87% | 5,604 | 120 | 2.2% | $7.17万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $317.02万 | 0.83% | 14,741 | 232 | 1.6% | $4.99万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $290.96万 | 0.76% | 86,775 | 932 | 1.1% | $3.12万 | 加仓 |
| RTX | RTX CORPORATION | $282.81万 | 0.74% | 14,661 | -632 | -4.1% | -$12.19万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $280.61万 | 0.73% | 79,448 | 79,448 | — | $280.61万 | 新建仓 |
| IMCG | ISHARES TR | $266.77万 | 0.70% | 33,867 | 4,917 | 17.0% | $38.73万 | 加仓 |
| VDE | VANGUARD WORLD FD | $242.76万 | 0.63% | 14,029 | 1,053 | 8.1% | $18.22万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $241.90万 | 0.63% | 94,677 | 81,360 | 610.9% | $207.88万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $241.41万 | 0.63% | 61,225 | 9,324 | 18.0% | $36.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $237.77万 | 0.62% | 8,083 | -8 | -0.1% | -$2,353 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $237.22万 | 0.62% | 98,926 | 26,307 | 36.2% | $63.08万 | 加仓 |
| SHLD | GLOBAL X FDS | $227.60万 | 0.59% | 32,128 | 2,674 | 9.1% | $18.94万 | 加仓 |
| ISPY | PROSHARES TR | $225.38万 | 0.59% | 51,990 | -12,032 | -18.8% | -$52.16万 | 减仓 |
| INTC | INTEL CORP | $224.11万 | 0.58% | 50,784 | 2,985 | 6.2% | $13.17万 | 加仓 |
| PEP | PEPSICO INC | $220.79万 | 0.58% | 14,218 | 125 | 0.9% | $1.94万 | 加仓 |
| VDC | VANGUARD WORLD FD | $210.90万 | 0.55% | 9,390 | 19 | 0.2% | $4,267 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $210.51万 | 0.55% | 33,883 | 346 | 1.0% | $2.15万 | 加仓 |
| VPU | VANGUARD WORLD FD | $205.13万 | 0.54% | 10,353 | 661 | 6.8% | $13.10万 | 加仓 |
| AVGO | BROADCOM INC | $205.12万 | 0.54% | 6,627 | 70 | 1.1% | $2.17万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $202.86万 | 0.53% | 82,631 | -649 | -0.8% | -$1.59万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $197.79万 | 0.52% | 13,521 | 142 | 1.1% | $2.08万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $193.80万 | 0.51% | 57,387 | 50,936 | 789.6% | $172.01万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $192.44万 | 0.50% | 343,642 | -8,656 | -2.5% | -$4.85万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $191.02万 | 0.50% | 38,691 | 402 | 1.0% | $1.98万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $190.87万 | 0.50% | 40,585 | 1,120 | 2.8% | $5.27万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $189.16万 | 0.49% | 73,092 | -3,849 | -5.0% | -$9.96万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $188.89万 | 0.49% | 4,324 | 131 | 3.1% | $5.72万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $188.53万 | 0.49% | 92,505 | 92,505 | — | $188.53万 | 新建仓 |
| SMH | VANECK ETF TRUST | $178.09万 | 0.46% | 4,645 | 941 | 25.4% | $36.08万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $166.75万 | 0.43% | 32,202 | -330 | -1.0% | -$1.71万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $164.62万 | 0.43% | 76,318 | 4,025 | 5.6% | $8.68万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $161.02万 | 0.42% | 4,766 | 33 | 0.7% | $1.11万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $159.28万 | 0.42% | 20,952 | 326 | 1.6% | $2.48万 | 加仓 |
| NEM | NEWMONT CORP | $158.36万 | 0.41% | 14,629 | 186 | 1.3% | $2.01万 | 加仓 |
| VHT | VANGUARD WORLD FD | $158.34万 | 0.41% | 5,814 | -14 | -0.2% | -$3,813 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $153.92万 | 0.40% | 33,540 | -4,548 | -11.9% | -$20.87万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $153.45万 | 0.40% | 25,390 | -3,376 | -11.7% | -$20.40万 | 减仓 |
| BX | BLACKSTONE INC | $149.57万 | 0.39% | 13,007 | -93 | -0.7% | -$1.07万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $144.67万 | 0.38% | 22,577 | 12 | 0.1% | $769 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $144.03万 | 0.38% | 5,892 | -66 | -1.1% | -$1.61万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $143.07万 | 0.37% | 5,903 | 1,227 | 26.2% | $29.74万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $140.15万 | 0.37% | 47,205 | 1,340 | 2.9% | $3.98万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $137.49万 | 0.36% | 36,742 | -248 | -0.7% | -$9,280 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $136.47万 | 0.36% | 8,438 | 4,058 | 92.6% | $65.63万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $134.26万 | 0.35% | 9,295 | 344 | 3.8% | $4.97万 | 加仓 |
| IVV | ISHARES TR | $132.11万 | 0.34% | 2,022 | -306 | -13.1% | -$19.99万 | 减仓 |
| CVX | CHEVRON CORPORATION | $131.52万 | 0.34% | 6,357 | 516 | 8.8% | $10.68万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $127.94万 | 0.33% | 77,074 | -9,637 | -11.1% | -$16.00万 | 减仓 |
| — | EXXON MOBIL CORP | $123.62万 | 0.32% | 7,286 | 325 | 4.7% | $5.51万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $121.88万 | 0.32% | 11,002 | -144 | -1.3% | -$1.60万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $120.82万 | 0.32% | 21,633 | 2,405 | 12.5% | $13.43万 | 加仓 |
| GOOG | ALPHABET INC | $120.68万 | 0.31% | 4,207 | 139 | 3.4% | $3.99万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $120.64万 | 0.31% | 18,343 | 2,425 | 15.2% | $15.95万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $119.41万 | 0.31% | 22,615 | -200 | -0.9% | -$1.06万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $116.66万 | 0.30% | 23,180 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $114.84万 | 0.30% | 1,621 | 95 | 6.2% | $6.73万 | 加仓 |
| IYW | ISHARES TR | $110.72万 | 0.29% | 6,103 | -1,963 | -24.3% | -$35.61万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $109.70万 | 0.29% | 47,801 | 200 | 0.4% | $4,590 | 加仓 |
| WMT | WALMART INC | $108.94万 | 0.28% | 8,765 | 543 | 6.6% | $6.75万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $108.81万 | 0.28% | 4,228 | 50 | 1.2% | $1.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $107.79万 | 0.28% | 5,298 | -6 | -0.1% | -$1,221 | 减仓 |
| ABBV | ABBVIE INC | $105.79万 | 0.28% | 4,864 | 408 | 9.2% | $8.87万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $104.54万 | 0.27% | 10,701 | -629 | -5.6% | -$6.14万 | 减仓 |
| PFF | ISHARES TR | $103.29万 | 0.27% | 34,067 | -133 | -0.4% | -$4,033 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $103.05万 | 0.27% | 21,949 | 2,515 | 12.9% | $11.81万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $101.73万 | 0.27% | 18,591 | -400 | -2.1% | -$2.19万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $99.61万 | 0.26% | 1,460 | 2 | 0.1% | $1,365 | 加仓 |
| ARCC | ARES CAPITAL CORP | $98.59万 | 0.26% | 54,710 | -412 | -0.7% | -$7,424 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $96.78万 | 0.25% | 35,965 | 3,928 | 12.3% | $10.57万 | 加仓 |
| LLY | ELI LILLY & CO | $96.16万 | 0.25% | 1,045 | 8 | 0.8% | $7,361 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $95.34万 | 0.25% | 1,577 | -31 | -1.9% | -$1.87万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $94.07万 | 0.25% | 42,284 | -6,901 | -14.0% | -$15.35万 | 减仓 |