Accurate Wealth Management, LLC
WESLEY CHAPEL FL · SEC CIK 0001877728
$8.31亿2026Q1 申报市值
533持仓数
24.0%前十大占比 · 第一大 5.4%
75 / 40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
NVDA 加仓+$2,567.56万
FTSM 加仓+$1,052.50万
XLE 加仓+$827.75万
HDV 新建仓+$630.11万
BSJR 加仓+$392.24万
2026Q1 卖出最多 按季末市值估算
CLIP 减仓-$1,327.14万
IBB 清仓-$913.94万
QQQ 减仓-$868.25万
IBRX 减仓-$365.98万
FVRR 清仓-$221.32万
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 |
|---|---|---|---|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC | $58.84万 | 0.07% | 9,166 | 1,374 | 17.6% | $8.82万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $59.00万 | 0.07% | 4,423 | 666 | 17.7% | $8.88万 | 加仓 |
| KLAC | KLA CORP | $59.15万 | 0.07% | 341 | 341 | — | $59.15万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $59.29万 | 0.07% | 5,830 | -199 | -3.3% | -$2.02万 | 减仓 |
| HUBB | HUBBELL INC | $59.44万 | 0.07% | 1,109 | -18 | -1.6% | -$9,648 | 减仓 |
| EIX | EDISON INTL | $59.83万 | 0.07% | 7,901 | 3,575 | 82.6% | $27.07万 | 加仓 |
| SUB | ISHARES TR | $60.44万 | 0.07% | 5,672 | -5 | -0.1% | -$533 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $60.47万 | 0.07% | 14,767 | 14,767 | — | $60.47万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $60.74万 | 0.07% | 10,520 | 10,520 | — | $60.74万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $61.42万 | 0.07% | 2,441 | 2,441 | — | $61.42万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $61.97万 | 0.07% | 10,827 | -546 | -4.8% | -$3.12万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $62.01万 | 0.07% | 25,602 | -11,710 | -31.4% | -$28.36万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $62.08万 | 0.07% | 5,245 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $62.53万 | 0.08% | 631 | 19 | 3.1% | $1.88万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $62.77万 | 0.08% | 850 | 26 | 3.2% | $1.92万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $63.01万 | 0.08% | 5,547 | -920 | -14.2% | -$10.45万 | 减仓 |
| ACWI | ISHARES TR | $63.21万 | 0.08% | 4,358 | 45 | 1.0% | $6,527 | 加仓 |
| MDT | MEDTRONIC PLC | $63.37万 | 0.08% | 7,266 | 341 | 4.9% | $2.97万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $63.51万 | 0.08% | 7,639 | 611 | 8.7% | $5.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $63.75万 | 0.08% | 3,167 | -6,026 | -65.5% | -$121.31万 | 减仓 |
| MINT | PIMCO ETF TR | $64.12万 | 0.08% | 6,384 | 125 | 2.0% | $1.26万 | 加仓 |
| HYG | ISHARES TR | $65.31万 | 0.08% | 8,168 | 185 | 2.3% | $1.48万 | 加仓 |
| GLW | CORNING INC | $66.09万 | 0.08% | 3,860 | -884 | -18.6% | -$15.14万 | 减仓 |
| IWF | ISHARES TR | $66.54万 | 0.08% | 1,491 | 170 | 12.9% | $7.59万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $66.98万 | 0.08% | 35,809 | 6,793 | 23.4% | $12.71万 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $67.57万 | 0.08% | 55,796 | 4,616 | 9.0% | $5.59万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $67.75万 | 0.08% | 39,920 | 3,616 | 10.0% | $6.14万 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $68.80万 | 0.08% | 51,074 | 18,215 | 55.4% | $24.54万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $68.97万 | 0.08% | 5,229 | 556 | 11.9% | $7.33万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $69.79万 | 0.08% | 3,265 | 514 | 18.7% | $10.99万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $70.14万 | 0.08% | 41,815 | 6,997 | 20.1% | $11.74万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $70.20万 | 0.08% | 14,625 | 120 | 0.8% | $5,760 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $70.63万 | 0.09% | 6,140 | 135 | 2.2% | $1.55万 | 加仓 |
| — | TIDAL TRUST II | $71.05万 | 0.09% | 27,994 | 27,994 | — | $71.05万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $71.28万 | 0.09% | 7,105 | -388 | -5.2% | -$3.89万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $71.98万 | 0.09% | 20,006 | -8 | -0.0% | -$288 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $72.48万 | 0.09% | 2,825 | 304 | 12.1% | $7.80万 | 加仓 |
| ABNB | AIRBNB INC | $72.52万 | 0.09% | 5,623 | 5,623 | — | $72.52万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $72.52万 | 0.09% | 4,875 | 124 | 2.6% | $1.84万 | 加仓 |
| TMUS | T-MOBILE US INC | $73.72万 | 0.09% | 3,765 | 135 | 3.7% | $2.64万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $73.73万 | 0.09% | 12,040 | 635 | 5.6% | $3.89万 | 加仓 |
| DIS | DISNEY WALT CO | $74.01万 | 0.09% | 7,455 | 1,030 | 16.0% | $10.23万 | 加仓 |
| FTNT | FORTINET INC | $74.41万 | 0.09% | 9,705 | -563 | -5.5% | -$4.32万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $75.43万 | 0.09% | 65,702 | 6,482 | 10.9% | $7.44万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $75.63万 | 0.09% | 11,165 | -1,978 | -15.0% | -$13.40万 | 减仓 |
| SOXX | ISHARES TR | $75.97万 | 0.09% | 1,965 | -31 | -1.6% | -$1.20万 | 减仓 |
| TXN | TEXAS INSTRS INC | $76.45万 | 0.09% | 3,559 | -593 | -14.3% | -$12.74万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $77.82万 | 0.09% | 61,230 | -5,185 | -7.8% | -$6.59万 | 减仓 |
| SYK | STRYKER CORPORATION | $78.90万 | 0.09% | 2,326 | 713 | 44.2% | $24.19万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $79.35万 | 0.10% | 16,590 | 16,590 | — | $79.35万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $80.55万 | 0.10% | 8,832 | -4,653 | -34.5% | -$42.44万 | 减仓 |
| FN | FABRINET | $80.89万 | 0.10% | 1,223 | 391 | 47.0% | $25.86万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $81.85万 | 0.10% | 1,572 | 76 | 5.1% | $3.96万 | 加仓 |
| GM | GENERAL MTRS CO | $82.33万 | 0.10% | 10,773 | -555 | -4.9% | -$4.24万 | 减仓 |
| GPZ | VANECK ETF TRUST | $82.51万 | 0.10% | 38,483 | 8,049 | 26.4% | $17.26万 | 加仓 |
| ETN | EATON CORP PLC | $82.57万 | 0.10% | 2,051 | 12 | 0.6% | $4,831 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $82.69万 | 0.10% | 16,473 | 11,088 | 205.9% | $55.66万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $82.70万 | 0.10% | 13,047 | 8,273 | 173.3% | $52.44万 | 加仓 |
| — | HONEYWELL INTL INC | $83.12万 | 0.10% | 3,536 | 79 | 2.3% | $1.86万 | 加仓 |
| SGOV | ISHARES TR | $83.18万 | 0.10% | 8,276 | 2,646 | 47.0% | $26.59万 | 加仓 |
| ADI | ANALOG DEVICES INC | $85.34万 | 0.10% | 2,437 | 31 | 1.3% | $1.09万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $85.46万 | 0.10% | 16,694 | -96 | -0.6% | -$4,914 | 减仓 |
| DAL | DELTA AIR LINES INC | $85.51万 | 0.10% | 12,608 | 12,608 | — | $85.51万 | 新建仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $86.01万 | 0.10% | 36,609 | 5,949 | 19.4% | $13.98万 | 加仓 |
| EFV | ISHARES TR | $86.15万 | 0.10% | 11,083 | -66 | -0.6% | -$5,130 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $86.29万 | 0.10% | 18,056 | -6,805 | -27.4% | -$32.52万 | 减仓 |
| LOW | LOWES COS INC | $86.80万 | 0.10% | 3,551 | 246 | 7.4% | $6.01万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $86.82万 | 0.10% | 41,845 | 11,016 | 35.7% | $22.86万 | 加仓 |
| IUSB | ISHARES TR | $87.20万 | 0.10% | 18,854 | 439 | 2.4% | $2.03万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $88.68万 | 0.11% | 3,007 | 347 | 13.0% | $10.23万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $88.91万 | 0.11% | 9,444 | 2,175 | 29.9% | $20.48万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $89.98万 | 0.11% | 37,991 | 5,929 | 18.5% | $14.04万 | 加仓 |
| AZN | ASTRAZENECA PLC | $89.99万 | 0.11% | 4,410 | 4,410 | — | $89.99万 | 新建仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $91.43万 | 0.11% | 38,661 | 5,126 | 15.3% | $12.12万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $93.37万 | 0.11% | 21,774 | 13,657 | 168.3% | $58.56万 | 加仓 |
| CMI | CUMMINS INC | $93.71万 | 0.11% | 1,521 | 207 | 15.8% | $12.75万 | 加仓 |
| QCOM | QUALCOMM INC | $93.72万 | 0.11% | 7,319 | 274 | 3.9% | $3.51万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $94.21万 | 0.11% | 3,402 | 23 | 0.7% | $6,369 | 加仓 |
| USB | US BANCORP | $94.58万 | 0.11% | 16,988 | 1,325 | 8.5% | $7.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $95.57万 | 0.12% | 2,588 | 1,033 | 66.4% | $38.15万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $96.27万 | 0.12% | 20,462 | 20,462 | — | $96.27万 | 新建仓 |
| IWD | ISHARES TR | $97.33万 | 0.12% | 4,387 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $97.43万 | 0.12% | 25,911 | -23,811 | -47.9% | -$89.53万 | 减仓 |
| MSMR | ETF SER SOLUTIONS | $97.62万 | 0.12% | 28,409 | 3,499 | 14.0% | $12.02万 | 加仓 |
| OMCL | OMNICELL COM | $98.84万 | 0.12% | 28,729 | -12,104 | -29.6% | -$41.64万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $99.29万 | 0.12% | 10,246 | 931 | 10.0% | $9.02万 | 加仓 |
| NLR | VANECK ETF TRUST | $99.44万 | 0.12% | 7,272 | 1,654 | 29.4% | $22.62万 | 加仓 |
| TFC | TRUIST FINL CORP | $99.70万 | 0.12% | 20,039 | 9,667 | 93.2% | $48.10万 | 加仓 |
| AIQ | GLOBAL X FDS | $100.42万 | 0.12% | 20,341 | 4,960 | 32.2% | $24.49万 | 加仓 |
| TRUT | VANECK ETF TRUST | $100.44万 | 0.12% | 39,378 | 9,546 | 32.0% | $24.35万 | 加仓 |
| THO | THOR INDS INC | $100.95万 | 0.12% | 12,741 | 2,844 | 28.7% | $22.53万 | 加仓 |
| INTC | INTEL CORP | $102.14万 | 0.12% | 16,377 | 1,661 | 11.3% | $10.36万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $102.15万 | 0.12% | 38,171 | 12,096 | 46.4% | $32.37万 | 加仓 |
| LEN | LENNAR CORP | $102.25万 | 0.12% | 11,493 | 2,349 | 25.7% | $20.90万 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $103.16万 | 0.12% | 23,773 | 13,558 | 132.7% | $58.83万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $103.17万 | 0.12% | 2,917 | 361 | 14.1% | $12.77万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $103.44万 | 0.12% | 5,933 | 1,536 | 34.9% | $26.78万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $104.61万 | 0.13% | 14,633 | 8,866 | 153.7% | $63.38万 | 加仓 |
| ENB | ENBRIDGE INC | $105.57万 | 0.13% | 19,436 | -2,050 | -9.5% | -$11.14万 | 减仓 |
| HYTR | NORTHERN LTS FD TR III | $106.68万 | 0.13% | 49,806 | 35,094 | 238.5% | $75.17万 | 加仓 |