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 |
|---|---|---|---|---|---|---|---|---|
| ESML | ISHARES TR | $23.16万 | 0.02% | 4,236 | 11 | 0.3% | $601 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $23.22万 | 0.02% | 7,543 | 7,543 | — | $23.22万 | 新建仓 |
| UGI | UGI CORP NEW | $23.23万 | 0.02% | 6,481 | -467 | -6.7% | -$1.67万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $23.25万 | 0.02% | 697 | 45 | 6.9% | $1.50万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.30万 | 0.02% | 6,252 | -634 | -9.2% | -$2.36万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $23.31万 | 0.02% | 11,090 | 11,090 | — | $23.31万 | 新建仓 |
| IGSB | ISHARES TR | $23.73万 | 0.02% | 4,552 | -321 | -6.6% | -$1.67万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $23.95万 | 0.02% | 2,495 | -528 | -17.5% | -$5.07万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.99万 | 0.02% | 7,104 | 7,104 | — | $23.99万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $24.05万 | 0.02% | 4,087 | -125 | -3.0% | -$7,355 | 减仓 |
| SHYG | ISHARES TR | $24.17万 | 0.02% | 5,724 | 106 | 1.9% | $4,476 | 加仓 |
| CRM | SALESFORCE INC | $24.22万 | 0.02% | 1,483 | -1,413 | -48.8% | -$23.07万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $24.32万 | 0.02% | 4,104 | 223 | 5.7% | $1.32万 | 加仓 |
| IEI | ISHARES TR | $24.40万 | 0.02% | 2,090 | -38 | -1.8% | -$4,437 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $24.46万 | 0.02% | 9,286 | 9,286 | — | $24.46万 | 新建仓 |
| WU | WESTERN UN CO | $24.56万 | 0.02% | 31,329 | 10,821 | 52.8% | $8.48万 | 加仓 |
| CB | CHUBB LIMITED | $24.59万 | 0.02% | 707 | 9 | 1.3% | $3,130 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $24.74万 | 0.02% | 6,737 | 240 | 3.7% | $8,812 | 加仓 |
| HYBL | SSGA ACTIVE TR | $24.84万 | 0.02% | 8,904 | 8,904 | — | $24.84万 | 新建仓 |
| HAL | HALLIBURTON CO | $25.01万 | 0.02% | 7,273 | 1,314 | 22.1% | $4.52万 | 加仓 |
| JNK | SPDR SERIES TRUST | $25.07万 | 0.02% | 2,613 | 185 | 7.6% | $1.77万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $25.08万 | 0.02% | 531 | 19 | 3.7% | $8,972 | 加仓 |
| — | TIDAL TRUST II | $25.58万 | 0.02% | 13,489 | -15,987 | -54.2% | -$30.31万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $25.85万 | 0.02% | 1,911 | 1,911 | — | $25.85万 | 新建仓 |
| DTE | DTE ENERGY CO | $26.15万 | 0.02% | 1,740 | -59 | -3.3% | -$8,868 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.19万 | 0.02% | 485 | 42 | 9.5% | $2.27万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $26.29万 | 0.03% | 1,782 | 536 | 43.0% | $7.91万 | 重新持有 |
| WRB | BERKLEY W R CORP | $26.31万 | 0.03% | 3,644 | 471 | 14.8% | $3.40万 | 重新持有 |
| BSOL | BITWISE SOLANA STAKING ETF | $26.48万 | 0.03% | 25,000 | -10,799 | -30.2% | -$11.44万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $26.64万 | 0.03% | 8,595 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $26.68万 | 0.03% | 3,029 | 509 | 20.2% | $4.48万 | 重新持有 |
| VOE | VANGUARD INDEX FDS | $26.72万 | 0.03% | 1,327 | -30 | -2.2% | -$6,041 | 减仓 |
| ICSH | ISHARES TR | $26.74万 | 0.03% | 5,300 | -369 | -6.5% | -$1.86万 | 减仓 |
| — | TIDAL TRUST I | $26.75万 | 0.03% | 10,917 | 10,917 | — | $26.75万 | 新建仓 |
| GL | GLOBE LIFE INC | $26.99万 | 0.03% | 1,507 | 1,507 | — | $26.99万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $27.06万 | 0.03% | 1,753 | 1,753 | — | $27.06万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $27.20万 | 0.03% | 6,136 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $27.22万 | 0.03% | 2,686 | 272 | 11.3% | $2.76万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $27.29万 | 0.03% | 3,517 | 3,517 | — | $27.29万 | 新建仓 |
| DGRO | ISHARES TR | $27.52万 | 0.03% | 3,571 | 3,571 | — | $27.52万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $27.55万 | 0.03% | 2,988 | 291 | 10.8% | $2.68万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.59万 | 0.03% | 4,565 | -216 | -4.5% | -$1.31万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $27.65万 | 0.03% | 1,520 | 1,520 | — | $27.65万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $27.87万 | 0.03% | 11,891 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $28.03万 | 0.03% | 25,578 | 1,943 | 8.2% | $2.13万 | 加仓 |
| VB | VANGUARD INDEX FDS | $28.12万 | 0.03% | 943 | 179 | 23.4% | $5.34万 | 加仓 |
| — | GABELLI UTIL TR | $28.25万 | 0.03% | 41,239 | 6,141 | 17.5% | $4.21万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $28.39万 | 0.03% | 2,917 | 2,917 | — | $28.39万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $28.80万 | 0.03% | 9,312 | 763 | 8.9% | $2.36万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $28.87万 | 0.03% | 14,028 | 14,028 | — | $28.87万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $28.89万 | 0.03% | 2,211 | 458 | 26.1% | $5.98万 | 加仓 |
| GLPI | GAMING & LEISURE P | $29.11万 | 0.03% | 6,741 | 1,673 | 33.0% | $7.22万 | 加仓 |
| SSUS | STRATEGY SHS | $29.24万 | 0.03% | 5,269 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $29.29万 | 0.03% | 5,196 | -646 | -11.1% | -$3.64万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.74万 | 0.03% | 11,931 | -955 | -7.4% | -$2.38万 | 减仓 |
| IGIB | ISHARES TR | $30.29万 | 0.03% | 5,754 | -242 | -4.0% | -$1.27万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $30.43万 | 0.03% | 13,188 | 1 | 0.0% | $23 | 加仓 |
| PWR | QUANTA SVCS INC | $30.70万 | 0.03% | 466 | -70 | -13.1% | -$4.61万 | 减仓 |
| RIO | RIO TINTO PLC | $30.90万 | 0.03% | 3,414 | -868 | -20.3% | -$7.86万 | 减仓 |
| MTZ | MASTEC INC | $30.96万 | 0.03% | 830 | 7 | 0.9% | $2,611 | 加仓 |
| BBY | BEST BUY INC | $31.05万 | 0.03% | 3,753 | 220 | 6.2% | $1.82万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $31.10万 | 0.03% | 7,795 | -1,495 | -16.1% | -$5.97万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $31.12万 | 0.03% | 2,765 | -265 | -8.7% | -$2.98万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $31.12万 | 0.03% | 2,582 | 6 | 0.2% | $723 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $31.25万 | 0.03% | 6,875 | 66 | 1.0% | $3,000 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $31.31万 | 0.03% | 4,582 | 4,582 | — | $31.31万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $31.47万 | 0.03% | 5,650 | 1,650 | 41.2% | $9.19万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $31.54万 | 0.03% | 7,184 | 9 | 0.1% | $395 | 加仓 |
| NI | NISOURCE INC | $31.60万 | 0.03% | 6,738 | 2,517 | 59.6% | $11.81万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $31.70万 | 0.03% | 3,942 | 193 | 5.1% | $1.55万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $31.82万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $31.85万 | 0.03% | 2,353 | 21 | 0.9% | $2,842 | 加仓 |
| OVV | OVINTIV INC | $31.94万 | 0.03% | 5,752 | 669 | 13.2% | $3.72万 | 加仓 |
| VO | VANGUARD INDEX FDS | $32.07万 | 0.03% | 3,962 | 3,962 | — | $32.07万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $32.21万 | 0.03% | 9,364 | 710 | 8.2% | $2.44万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $32.28万 | 0.03% | 5,346 | -1,717 | -24.3% | -$10.37万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $32.38万 | 0.03% | 6,432 | 1,175 | 22.4% | $5.91万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $32.51万 | 0.03% | 15,305 | -7,393 | -32.6% | -$15.70万 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $32.62万 | 0.03% | 31,763 | 11,456 | 56.4% | $11.77万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $32.66万 | 0.03% | 14,923 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $32.67万 | 0.03% | 1,001 | 1,001 | — | $32.67万 | 新建仓 |
| FE | FIRSTENERGY CORP | $32.94万 | 0.03% | 6,873 | 207 | 3.1% | $9,920 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $33.11万 | 0.03% | 5,913 | 5,913 | — | $33.11万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $33.33万 | 0.03% | 7,237 | 385 | 5.6% | $1.77万 | 加仓 |
| P | EVERPURE INC | $33.52万 | 0.03% | 4,222 | 590 | 16.2% | $4.68万 | 加仓 |
| PPL | PPL CORP | $33.60万 | 0.03% | 9,390 | 663 | 7.6% | $2.37万 | 加仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $33.65万 | 0.03% | 44,575 | 24,557 | 122.7% | $18.54万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $33.82万 | 0.03% | 8,013 | -1,257 | -13.6% | -$5.30万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $33.84万 | 0.03% | 15,631 | 2,880 | 22.6% | $6.23万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $33.93万 | 0.03% | 3,704 | -117 | -3.1% | -$1.07万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $34.11万 | 0.03% | 494 | 138 | 38.8% | $9.53万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $34.48万 | 0.03% | 1,425 | 21 | 1.5% | $5,082 | 加仓 |
| DINO | HF SINCLAIR CORP | $34.71万 | 0.03% | 4,446 | 759 | 20.6% | $5.93万 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $34.84万 | 0.03% | 13,656 | -5,082 | -27.1% | -$12.96万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $34.91万 | 0.03% | 2,986 | -1 | -0.0% | -$117 | 减仓 |
| TWLO | TWILIO INC | $35.13万 | 0.03% | 1,636 | 1,636 | — | $35.13万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.65万 | 0.03% | 9,840 | -2,677 | -21.4% | -$9.70万 | 减仓 |
| SBUX | STARBUCKS CORP | $35.68万 | 0.03% | 3,365 | 180 | 5.7% | $1.91万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $35.76万 | 0.03% | 7,125 | 421 | 6.3% | $2.11万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $35.85万 | 0.03% | 764 | -808 | -51.4% | -$37.91万 | 减仓 |