Accurate Wealth Management, LLC
WESLEY CHAPEL FL · SEC CIK 0001877728
$10.49亿2026Q2 申报市值
576持仓数
25.5%前十大占比 · 第一大 5.0%
77 / 41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
FTSM 加仓+$2,218.97万
PG 加仓+$1,440.50万
MSMR 加仓+$937.05万
XLK 加仓+$719.10万
SGOV 加仓+$594.52万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,183.66万
XLE 减仓-$791.32万
HDV 清仓-$630.11万
GLD 减仓-$525.78万
QQQ 减仓-$423.18万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5,219.78万 | 4.98% | 247,781 | 10,724 | 4.5% | $225.91万 | 加仓 |
| AAPL | APPLE INC | $4,187.77万 | 3.99% | 132,815 | 9,016 | 7.3% | $284.28万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,442.59万 | 3.28% | 575,587 | 371,004 | 181.3% | $2,218.97万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,040.66万 | 2.90% | 40,277 | 3,086 | 8.3% | $232.97万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,769.28万 | 2.64% | 188,336 | 97,967 | 108.4% | $1,440.50万 | 加仓 |
| CLIP | GLOBAL X FDS | $2,132.35万 | 2.03% | 212,895 | 30,512 | 16.7% | $305.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,680.00万 | 1.60% | 43,630 | 2,388 | 5.8% | $91.95万 | 加仓 |
| AMZN | AMAZON COM INC | $1,572.25万 | 1.50% | 64,157 | 3,951 | 6.6% | $96.82万 | 加仓 |
| GOOGL | ALPHABET INC | $1,391.97万 | 1.33% | 38,963 | 4,072 | 11.7% | $145.47万 | 加仓 |
| IEFA | ISHARES TR | $1,352.02万 | 1.29% | 139,068 | 25,438 | 22.4% | $247.31万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,332.01万 | 1.27% | 71,698 | 38,707 | 117.3% | $719.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,302.95万 | 1.24% | 38,726 | 1,958 | 5.3% | $65.88万 | 加仓 |
| AVGO | BROADCOM INC | $1,270.18万 | 1.21% | 31,753 | 2,953 | 10.3% | $118.13万 | 加仓 |
| TSLA | TESLA INC | $1,142.20万 | 1.09% | 28,012 | -6,776 | -19.5% | -$276.29万 | 减仓 |
| AGG | ISHARES TR | $1,110.87万 | 1.06% | 113,261 | 20,381 | 21.9% | $199.90万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $1,064.78万 | 1.02% | 475,561 | 204,558 | 75.5% | $458.01万 | 加仓 |
| MSMR | ETF SER SOLUTIONS | $1,037.42万 | 0.99% | 293,636 | 265,227 | 933.6% | $937.05万 | 加仓 |
| META | META PLATFORMS INC | $994.35万 | 0.95% | 14,890 | 1,043 | 7.5% | $69.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $866.24万 | 0.83% | 11,940 | -5,833 | -32.8% | -$423.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $832.38万 | 0.79% | 32,380 | 2,188 | 7.2% | $56.25万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $756.25万 | 0.72% | 13,586 | 1,725 | 14.5% | $96.02万 | 加仓 |
| CAT | CATERPILLAR INC | $731.38万 | 0.70% | 7,684 | -518 | -6.3% | -$49.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $730.10万 | 0.70% | 7,452 | 3,688 | 98.0% | $361.33万 | 加仓 |
| SGOV | ISHARES TR | $677.69万 | 0.65% | 67,432 | 59,156 | 714.8% | $594.52万 | 加仓 |
| WMT | WALMART INC | $670.75万 | 0.64% | 58,915 | 5,572 | 10.4% | $63.44万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $670.26万 | 0.64% | 67,040 | 13,942 | 26.3% | $139.39万 | 加仓 |
| IJH | ISHARES TR | $668.32万 | 0.64% | 88,321 | -8,622 | -8.9% | -$65.24万 | 减仓 |
| LLY | ELI LILLY & CO | $666.81万 | 0.64% | 5,606 | 376 | 7.2% | $44.72万 | 加仓 |
| BOXX | EA SERIES TRUST | $630.14万 | 0.60% | 53,675 | 33,580 | 167.1% | $394.23万 | 加仓 |
| AMAT | APPLIED MATLS INC | $591.97万 | 0.56% | 9,827 | 720 | 7.9% | $43.37万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $591.70万 | 0.56% | 13,599 | 3,889 | 40.1% | $169.21万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $588.82万 | 0.56% | 112,843 | 92,381 | 451.5% | $482.05万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $547.64万 | 0.52% | 15,622 | 591 | 3.9% | $20.72万 | 加仓 |
| RRC | RANGE RES CORP | $547.52万 | 0.52% | 154,275 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $545.06万 | 0.52% | 122,184 | 56,547 | 86.2% | $252.26万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $541.96万 | 0.52% | 129,193 | 102,786 | 389.2% | $431.19万 | 加仓 |
| IWM | ISHARES TR | $541.63万 | 0.52% | 18,299 | 16,900 | 1,208.0% | $500.22万 | 加仓 |
| ABBV | ABBVIE INC | $518.28万 | 0.49% | 20,888 | 1,882 | 9.9% | $46.70万 | 加仓 |
| GOOG | ALPHABET INC | $514.74万 | 0.49% | 14,495 | 937 | 6.9% | $33.27万 | 加仓 |
| SMH | VANECK ETF TRUST | $490.84万 | 0.47% | 8,035 | 1,396 | 21.0% | $85.28万 | 加仓 |
| MGK | VANGUARD WORLD FD | $490.61万 | 0.47% | 55,088 | 6,193 | 12.7% | $55.15万 | 加仓 |
| IHE | ISHARES TR | $480.30万 | 0.46% | 47,786 | -27,340 | -36.4% | -$274.79万 | 重新持有 |
| AVDE | AMERICAN CENTY ETF TR | $479.29万 | 0.46% | 53,231 | 20,023 | 60.3% | $180.29万 | 加仓 |
| HD | HOME DEPOT INC | $459.37万 | 0.44% | 13,383 | 1,243 | 10.2% | $42.67万 | 加仓 |
| CVX | CHEVRON CORPORATION | $449.74万 | 0.43% | 25,497 | 506 | 2.0% | $8.93万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $447.50万 | 0.43% | 96,360 | 7,503 | 8.4% | $34.84万 | 加仓 |
| RSST | TIDAL TRUST II | $446.95万 | 0.43% | 134,971 | 2,624 | 2.0% | $8.69万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $446.77万 | 0.43% | 111,890 | 924 | 0.8% | $3.69万 | 加仓 |
| CSCO | CISCO SYS INC | $439.90万 | 0.42% | 36,272 | -682 | -1.8% | -$8.27万 | 减仓 |
| IEF | ISHARES TR | $438.24万 | 0.42% | 46,805 | 46,805 | — | $438.24万 | 新建仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $435.24万 | 0.42% | 127,376 | -5,758 | -4.3% | -$19.68万 | 减仓 |
| AON | AON PLC | $410.26万 | 0.39% | 11,494 | -338 | -2.9% | -$12.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $409.23万 | 0.39% | 8,286 | 454 | 5.8% | $22.42万 | 加仓 |
| MO | ALTRIA GROUP INC | $407.82万 | 0.39% | 56,808 | 1,977 | 3.6% | $14.19万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $394.06万 | 0.38% | 5,680 | -65 | -1.1% | -$4.51万 | 减仓 |
| PEP | PEPSICO INC | $392.24万 | 0.37% | 28,546 | 13,662 | 91.8% | $187.73万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $387.69万 | 0.37% | 116,703 | 9,325 | 8.7% | $30.98万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $372.74万 | 0.36% | 35,772 | 7,790 | 27.8% | $81.17万 | 加仓 |
| MRK | MERCK & CO INC | $364.37万 | 0.35% | 29,492 | 2,553 | 9.5% | $31.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $352.94万 | 0.34% | 9,474 | 908 | 10.6% | $33.83万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $349.19万 | 0.33% | 94,607 | 25,248 | 36.4% | $93.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $340.50万 | 0.32% | 26,852 | 3,168 | 13.4% | $40.17万 | 加仓 |
| MET | METLIFE INC | $337.41万 | 0.32% | 36,817 | 15,699 | 74.3% | $143.87万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $330.85万 | 0.32% | 25,935 | 7,705 | 42.3% | $98.29万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $325.33万 | 0.31% | 89,083 | 6,297 | 7.6% | $23.00万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $324.84万 | 0.31% | 37,167 | 1,593 | 4.5% | $13.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $324.69万 | 0.31% | 3,544 | -128 | -3.5% | -$11.73万 | 减仓 |
| RAAX | VANECK ETF TRUST | $324.45万 | 0.31% | 82,201 | 24,172 | 41.7% | $95.41万 | 加仓 |
| BAC | BANK OF AMER CORP | $322.73万 | 0.31% | 54,107 | 6,645 | 14.0% | $39.64万 | 加仓 |
| GE | GE AEROSPACE | $316.96万 | 0.30% | 8,822 | 628 | 7.7% | $22.56万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $304.20万 | 0.29% | 7,478 | 377 | 5.3% | $15.34万 | 加仓 |
| V | VISA INC | $301.75万 | 0.29% | 8,648 | 561 | 6.9% | $19.57万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $297.22万 | 0.28% | 16,366 | 1,768 | 12.1% | $32.11万 | 加仓 |
| COP | CONOCOPHILLIPS | $292.20万 | 0.28% | 26,815 | 4,765 | 21.6% | $51.92万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $288.54万 | 0.28% | 18,993 | -1,018 | -5.1% | -$15.47万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $286.34万 | 0.27% | 76,175 | 4,014 | 5.6% | $15.09万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $282.13万 | 0.27% | 48,610 | 3,813 | 8.5% | $22.13万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $279.01万 | 0.27% | 14,925 | 2,095 | 16.3% | $39.16万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $276.87万 | 0.26% | 10,219 | 1,676 | 19.6% | $45.41万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $276.56万 | 0.26% | 33,498 | -38 | -0.1% | -$3,137 | 减仓 |
| ORCL | ORACLE CORP | $275.78万 | 0.26% | 19,604 | 3,096 | 18.8% | $43.55万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $273.96万 | 0.26% | 69,356 | 11,417 | 19.7% | $45.10万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $273.38万 | 0.26% | 65,749 | 50,982 | 345.2% | $211.98万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $273.13万 | 0.26% | 9,496 | 1,088 | 12.9% | $31.29万 | 加仓 |
| GLD | SPDR GOLD TR | $272.82万 | 0.26% | 7,237 | -13,947 | -65.8% | -$525.78万 | 减仓 |
| IJR | ISHARES TR | $272.11万 | 0.26% | 18,694 | 1,485 | 8.6% | $21.62万 | 加仓 |
| RSSB | TIDAL TRUST II | $272.01万 | 0.26% | 88,373 | -9,143 | -9.4% | -$28.14万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $271.06万 | 0.26% | 56,883 | 44,751 | 368.9% | $213.25万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $268.38万 | 0.26% | 10,654 | 995 | 10.3% | $25.06万 | 加仓 |
| ITOT | ISHARES TR | $267.38万 | 0.25% | 16,151 | -6,228 | -27.8% | -$103.10万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $266.93万 | 0.25% | 116,206 | -21,213 | -15.4% | -$48.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $265.27万 | 0.25% | 63,355 | 52,793 | 499.8% | $221.05万 | 加仓 |
| XYZ | BLOCK INC | $264.86万 | 0.25% | 34,264 | -5,661 | -14.2% | -$43.76万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $263.61万 | 0.25% | 2,744 | 489 | 21.7% | $46.98万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $261.95万 | 0.25% | 29,183 | -3,113 | -9.6% | -$27.94万 | 减仓 |
| MCD | MCDONALDS CORP | $255.75万 | 0.24% | 9,309 | 393 | 4.4% | $10.80万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $246.74万 | 0.24% | 4,687 | -536 | -10.3% | -$28.22万 | 减仓 |
| IWF | ISHARES TR | $240.08万 | 0.23% | 19,369 | 13,405 | 224.8% | $166.16万 | 加仓 |
| IEMG | ISHARES INC | $238.47万 | 0.23% | 29,325 | 4,368 | 17.5% | $35.52万 | 加仓 |
| RTX | RTX CORPORATION | $235.66万 | 0.22% | 12,029 | 46 | 0.4% | $9,012 | 加仓 |