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 |
|---|---|---|---|---|---|---|---|---|
| AEG | AEGON LTD | $13.24万 | 0.03% | 15,684 | 15,684 | — | $13.24万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $11.38万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $10.68万 | 0.02% | 10,175 | 7 | 0.1% | $74 | 加仓 |
| — | MYOMO INC | $4.06万 | 0.01% | 39,082 | 4,882 | 14.3% | $5,077 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP | $4.03万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -8,164 | -100.0% | -$87.03万 | 清仓 |
| BCD | ABRDN ETFS | $0 | 0.00% | 0 | -12,753 | -100.0% | -$45.63万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -957 | -100.0% | -$40.70万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,535 | -100.0% | -$27.64万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,841 | -100.0% | -$24.10万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -10,346 | -100.0% | -$21.61万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,459 | -100.0% | -$21.31万 | 清仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $0 | 0.00% | 0 | -12,280 | -100.0% | -$20.74万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,861 | -100.0% | -$20.58万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,110 | -100.0% | -$20.22万 | 清仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $0 | 0.00% | 0 | -10,206 | -100.0% | -$5.80万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -338,780 | -100.0% | -$2,371 | 清仓 |