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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | $93.94万 | 0.25% | 19,269 | 1,254 | 7.0% | $6.11万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $90.25万 | 0.24% | 9,717 | -773 | -7.4% | -$7.18万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $88.52万 | 0.23% | 17,276 | -158 | -0.9% | -$8,096 | 减仓 |
| IWF | ISHARES TR | $87.03万 | 0.23% | 2,041 | -73 | -3.5% | -$3.11万 | 减仓 |
| TSLA | TESLA INC | $86.77万 | 0.23% | 2,334 | 65 | 2.9% | $2.42万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $83.35万 | 0.22% | 18,605 | -3,754 | -16.8% | -$16.82万 | 减仓 |
| XHB | SPDR SERIES TRUST | $83.24万 | 0.22% | 8,431 | -115 | -1.3% | -$1.14万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $80.62万 | 0.21% | 20,984 | -25 | -0.1% | -$960 | 减仓 |
| IWM | ISHARES TR | $80.46万 | 0.21% | 3,244 | -60 | -1.8% | -$1.49万 | 减仓 |
| PAVE | GLOBAL X FDS | $79.79万 | 0.21% | 15,703 | 561 | 3.7% | $2.85万 | 加仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $79.51万 | 0.21% | 8,149 | -998 | -10.9% | -$9.74万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $78.70万 | 0.21% | 44,340 | -620 | -1.4% | -$1.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.73万 | 0.20% | 1,622 | 23 | 1.4% | $1.10万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $76.56万 | 0.20% | 12,397 | -1,299 | -9.5% | -$8.02万 | 减仓 |
| MGK | VANGUARD WORLD FD | $74.53万 | 0.19% | 2,028 | 140 | 7.4% | $5.15万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $73.95万 | 0.19% | 29,880 | 800 | 2.8% | $1.98万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $73.73万 | 0.19% | 42,819 | 295 | 0.7% | $5,080 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $73.13万 | 0.19% | 21,253 | 3,900 | 22.5% | $13.42万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $73.01万 | 0.19% | 2,160 | -67 | -3.0% | -$2.26万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $72.87万 | 0.19% | 15,451 | 50 | 0.3% | $2,358 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $71.17万 | 0.19% | 14,010 | 77 | 0.6% | $3,912 | 加仓 |
| CSCO | CISCO SYS INC | $69.26万 | 0.18% | 8,926 | -30 | -0.3% | -$2,328 | 减仓 |
| CASY | CASEYS GEN STORES INC | $69.08万 | 0.18% | 949 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $67.94万 | 0.18% | 9,997 | 76 | 0.8% | $5,165 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $67.80万 | 0.18% | 9,327 | -480 | -4.9% | -$3.49万 | 减仓 |
| NLR | VANECK ETF TRUST | $65.54万 | 0.17% | 4,921 | 102 | 2.1% | $1.36万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $64.35万 | 0.17% | 21,471 | -1,719 | -7.4% | -$5.15万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $64.29万 | 0.17% | 1,447 | 5 | 0.3% | $2,221 | 加仓 |
| C | CITIGROUP INC | $62.90万 | 0.16% | 5,546 | 1,386 | 33.3% | $15.72万 | 加仓 |
| VLO | VALERO ENERGY CORP | $62.19万 | 0.16% | 2,517 | -133 | -5.0% | -$3.29万 | 减仓 |
| UUUU | ENERGY FUELS INC | $61.96万 | 0.16% | 33,953 | 4,431 | 15.0% | $8.09万 | 加仓 |
| META | META PLATFORMS INC | $61.62万 | 0.16% | 1,077 | 11 | 1.0% | $6,293 | 加仓 |
| — | VANECK ETF TRUST | $59.79万 | 0.16% | 11,247 | 1,380 | 14.0% | $7.34万 | 加仓 |
| SPYI | NEOS ETF TRUST | $59.27万 | 0.15% | 12,005 | -432 | -3.5% | -$2.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $59.17万 | 0.15% | 594 | 12 | 2.1% | $1.20万 | 加仓 |
| — | HONEYWELL INTL INC | $59.11万 | 0.15% | 2,615 | -234 | -8.2% | -$5.29万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $58.91万 | 0.15% | 2,109 | 138 | 7.0% | $3.85万 | 加仓 |
| VO | VANGUARD INDEX FDS | $58.75万 | 0.15% | 2,046 | 59 | 3.0% | $1.69万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $58.70万 | 0.15% | 39,741 | 688 | 1.8% | $1.02万 | 加仓 |
| MRK | MERCK & CO INC | $58.45万 | 0.15% | 4,859 | -157 | -3.1% | -$1.89万 | 减仓 |
| BUG | GLOBAL X FDS | $57.79万 | 0.15% | 23,013 | 911 | 4.1% | $2.29万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $56.41万 | 0.15% | 11,830 | -89 | -0.7% | -$4,244 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $56.23万 | 0.15% | 665 | -3 | -0.4% | -$2,537 | 减仓 |
| VB | VANGUARD INDEX FDS | $55.54万 | 0.14% | 2,121 | -495 | -18.9% | -$12.96万 | 减仓 |
| RKLB | ROCKET LAB CORP | $55.05万 | 0.14% | 8,572 | -380 | -4.2% | -$2.44万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $54.83万 | 0.14% | 7,641 | -494 | -6.1% | -$3.55万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $54.15万 | 0.14% | 3,275 | 14 | 0.4% | $2,315 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $52.18万 | 0.14% | 2,416 | -1,177 | -32.8% | -$25.42万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $51.91万 | 0.14% | 11,809 | -1,673 | -12.4% | -$7.35万 | 减仓 |
| VGT | VANGUARD WORLD FD | $50.31万 | 0.13% | 721 | 32 | 4.6% | $2.23万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $50.14万 | 0.13% | 1,461 | 2 | 0.1% | $686 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $49.72万 | 0.13% | 9,880 | 1,652 | 20.1% | $8.31万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $49.39万 | 0.13% | 3,772 | 299 | 8.6% | $3.92万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $49.02万 | 0.13% | 65,015 | -3,314 | -4.9% | -$2.50万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $47.78万 | 0.12% | 4,161 | -114 | -2.7% | -$1.31万 | 减仓 |
| OKE | ONEOK INC NEW | $47.78万 | 0.12% | 5,286 | 1,028 | 24.1% | $9.29万 | 加仓 |
| COKE | COCA COLA CONS INC | $47.47万 | 0.12% | 2,476 | 168 | 7.3% | $3.22万 | 加仓 |
| PFFD | GLOBAL X FDS | $46.60万 | 0.12% | 25,324 | -7,357 | -22.5% | -$13.54万 | 减仓 |
| COP | CONOCOPHILLIPS | $46.43万 | 0.12% | 3,517 | 15 | 0.4% | $1,980 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $46.36万 | 0.12% | 2,416 | -81 | -3.2% | -$1.55万 | 减仓 |
| NRG | NRG ENERGY INC | $46.00万 | 0.12% | 3,148 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $45.85万 | 0.12% | 13,403 | -548 | -3.9% | -$1.87万 | 减仓 |
| BCD | ABRDN ETFS | $45.63万 | 0.12% | 12,753 | 4,281 | 50.5% | $15.32万 | 加仓 |
| IYK | ISHARES TR | $45.28万 | 0.12% | 6,466 | -790 | -10.9% | -$5.53万 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $45.08万 | 0.12% | 32,762 | -451 | -1.4% | -$6,206 | 减仓 |
| BA | BOEING CO | $44.90万 | 0.12% | 2,256 | 35 | 1.6% | $6,966 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $44.80万 | 0.12% | 9,240 | 9,240 | — | $44.80万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.02万 | 0.11% | 14,240 | 776 | 5.8% | $2.40万 | 加仓 |
| — | STRATEGY SHS | $43.35万 | 0.11% | 19,851 | -1,611 | -7.5% | -$3.52万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $43.29万 | 0.11% | 8,588 | 8,588 | — | $43.29万 | 新建仓 |
| CET | CENTRAL SECS CORP | $43.22万 | 0.11% | 8,704 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $43.21万 | 0.11% | 20,431 | 4,122 | 25.3% | $8.72万 | 加仓 |
| V | VISA INC | $42.38万 | 0.11% | 1,402 | -37 | -2.6% | -$1.12万 | 减仓 |
| EMR | EMERSON ELEC CO | $41.84万 | 0.11% | 3,193 | -193 | -5.7% | -$2.53万 | 减仓 |
| ETN | EATON CORP PLC | $40.77万 | 0.11% | 1,140 | -19 | -1.6% | -$6,795 | 减仓 |
| SPGI | S&P GLOBAL INC | $40.70万 | 0.11% | 957 | 5 | 0.5% | $2,127 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $40.69万 | 0.11% | 15,320 | 15,320 | — | $40.69万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $40.40万 | 0.11% | 3,040 | 91 | 3.1% | $1.21万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $40.17万 | 0.10% | 4,103 | -230 | -5.3% | -$2.25万 | 减仓 |
| ATI | ATI INC | $39.99万 | 0.10% | 2,749 | -299 | -9.8% | -$4.35万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $39.18万 | 0.10% | 7,249 | -492 | -6.4% | -$2.66万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $39.18万 | 0.10% | 3,955 | 524 | 15.3% | $5.19万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $39.10万 | 0.10% | 6,210 | 125 | 2.1% | $7,871 | 加仓 |
| ARM | ARM HOLDINGS PLC | $39.05万 | 0.10% | 2,581 | -861 | -25.0% | -$13.03万 | 减仓 |
| GLW | CORNING INC | $38.99万 | 0.10% | 2,867 | 2,867 | — | $38.99万 | 新建仓 |
| ILCG | ISHARES TR | $38.87万 | 0.10% | 4,071 | -283 | -6.5% | -$2.70万 | 减仓 |
| STNE | STONECO LTD | $37.53万 | 0.10% | 26,580 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $37.32万 | 0.10% | 9,297 | 80 | 0.9% | $3,211 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $37.22万 | 0.10% | 11,115 | 2,515 | 29.2% | $8.42万 | 加仓 |
| BP | BP PLC | $37.15万 | 0.10% | 7,904 | -257 | -3.1% | -$1.21万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $37.11万 | 0.10% | 6,314 | 59 | 0.9% | $3,468 | 加仓 |
| BHK | BLACKROCK CORE BD TR | $36.71万 | 0.10% | 40,075 | -9,550 | -19.2% | -$8.75万 | 减仓 |
| USB | US BANCORP | $36.60万 | 0.10% | 7,037 | 1 | 0.0% | $52 | 加仓 |
| MCD | MCDONALDS CORP | $35.55万 | 0.09% | 1,144 | -119 | -9.4% | -$3.70万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $35.47万 | 0.09% | 7,771 | -375 | -4.6% | -$1.71万 | 减仓 |
| CRM | SALESFORCE INC | $35.44万 | 0.09% | 1,898 | -9 | -0.5% | -$1,680 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $34.54万 | 0.09% | 12,032 | -2,066 | -14.7% | -$5.93万 | 减仓 |
| QYLD | GLOBAL X FDS | $34.14万 | 0.09% | 19,907 | -114,169 | -85.2% | -$195.80万 | 减仓 |
| MPC | MARATHON PETE CORP | $33.96万 | 0.09% | 1,391 | 3 | 0.2% | $732 | 加仓 |
| LNG | CHENIERE ENERGY INC | $33.83万 | 0.09% | 1,192 | 21 | 1.8% | $5,960 | 加仓 |