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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $57.91万 | 0.06% | 7,770 | 2,498 | 47.4% | $18.62万 | 加仓 |
| UNM | UNUM GROUP | $58.50万 | 0.06% | 6,686 | 347 | 5.5% | $3.04万 | 加仓 |
| EIX | EDISON INTL | $58.56万 | 0.06% | 7,787 | -114 | -1.4% | -$8,573 | 减仓 |
| DG | DOLLAR GEN CORP | $58.71万 | 0.06% | 4,937 | 1,738 | 54.3% | $20.67万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $58.98万 | 0.06% | 4,759 | 1,721 | 56.6% | $21.33万 | 加仓 |
| BALL | BALL CORP | $59.56万 | 0.06% | 9,655 | 1,585 | 19.6% | $9.78万 | 加仓 |
| MGC | VANGUARD WORLD FD | $59.76万 | 0.06% | 2,159 | 110 | 5.4% | $3.04万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $59.85万 | 0.06% | 2,479 | -174 | -6.6% | -$4.20万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $60.48万 | 0.06% | 8,318 | 140 | 1.7% | $1.02万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $60.58万 | 0.06% | 9,749 | -1,078 | -10.0% | -$6.70万 | 减仓 |
| IYW | ISHARES TR | $60.60万 | 0.06% | 2,423 | -38 | -1.5% | -$9,503 | 减仓 |
| VLO | VALERO ENERGY CORP | $61.05万 | 0.06% | 2,175 | 138 | 6.8% | $3.87万 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $61.47万 | 0.06% | 47,462 | 14,851 | 45.5% | $19.23万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $61.73万 | 0.06% | 5,986 | -135 | -2.2% | -$1.39万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $61.98万 | 0.06% | 7,570 | -1,262 | -14.3% | -$10.33万 | 减仓 |
| PSX | PHILLIPS 66 | $62.04万 | 0.06% | 3,293 | 316 | 10.6% | $5.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.11万 | 0.06% | 8,918 | 819 | 10.1% | $5.70万 | 加仓 |
| TGT | TARGET CORP | $62.32万 | 0.06% | 4,613 | 2,551 | 123.7% | $34.47万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $62.63万 | 0.06% | 70,643 | 17 | 0.0% | $151 | 加仓 |
| ASML | ASML HLDG NV | $62.69万 | 0.06% | 348 | 11 | 3.3% | $1.98万 | 加仓 |
| IVW | ISHARES TR | $63.03万 | 0.06% | 4,548 | 18 | 0.4% | $2,495 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $64.35万 | 0.06% | 58,549 | 8,387 | 16.7% | $9.22万 | 加仓 |
| HYG | ISHARES TR | $65.16万 | 0.06% | 8,175 | 7 | 0.1% | $558 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $65.84万 | 0.06% | 1,356 | 154 | 12.8% | $7.48万 | 加仓 |
| SUB | ISHARES TR | $65.95万 | 0.06% | 6,203 | 531 | 9.4% | $5.65万 | 加仓 |
| CI | THE CIGNA GROUP | $66.06万 | 0.06% | 2,251 | 319 | 16.5% | $9.36万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $66.60万 | 0.06% | 2,482 | 669 | 36.9% | $17.95万 | 加仓 |
| F | FORD MTR CO | $66.67万 | 0.06% | 47,602 | -56 | -0.1% | -$784 | 减仓 |
| IWN | ISHARES TR | $66.87万 | 0.06% | 3,040 | 3,040 | — | $66.87万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $66.88万 | 0.06% | 15,837 | -2,219 | -12.3% | -$9.37万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $67.40万 | 0.06% | 5,993 | 163 | 2.8% | $1.83万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $67.92万 | 0.06% | 36,595 | 786 | 2.2% | $1.46万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $68.33万 | 0.07% | 5,245 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $68.72万 | 0.07% | 4,358 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $69.35万 | 0.07% | 1,803 | 1,803 | — | $69.35万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $69.51万 | 0.07% | 6,032 | -108 | -1.8% | -$1.24万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $70.02万 | 0.07% | 5,035 | -512 | -9.2% | -$7.12万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $70.54万 | 0.07% | 27,051 | 27,051 | — | $70.54万 | 新建仓 |
| MDT | MEDTRONIC PLC | $70.63万 | 0.07% | 8,423 | 1,157 | 15.9% | $9.70万 | 加仓 |
| DIS | DISNEY WALT CO | $71.35万 | 0.07% | 7,455 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $71.71万 | 0.07% | 3,387 | -164 | -4.6% | -$3.47万 | 减仓 |
| MCO | MOODYS CORP | $72.05万 | 0.07% | 1,479 | 219 | 17.4% | $10.67万 | 加仓 |
| MPC | MARATHON PETE CORP | $72.39万 | 0.07% | 2,551 | -31 | -1.2% | -$8,797 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $72.42万 | 0.07% | 5,772 | 543 | 10.4% | $6.81万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $72.65万 | 0.07% | 3,042 | 980 | 47.5% | $23.40万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $72.66万 | 0.07% | 58,312 | -7,390 | -11.2% | -$9.21万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $73.19万 | 0.07% | 9,086 | 1,447 | 18.9% | $11.66万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $73.28万 | 0.07% | 44,572 | 4,652 | 11.7% | $7.65万 | 加仓 |
| YUM | YUM BRANDS INC | $73.38万 | 0.07% | 4,487 | 4,487 | — | $73.38万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $73.65万 | 0.07% | 14,672 | -1,801 | -10.9% | -$9.04万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $74.03万 | 0.07% | 13,061 | 2,541 | 24.2% | $14.40万 | 加仓 |
| ABNB | AIRBNB INC | $75.02万 | 0.07% | 5,048 | -575 | -10.2% | -$8.54万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $75.40万 | 0.07% | 2,524 | 83 | 3.4% | $2.48万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $75.53万 | 0.07% | 8,041 | 936 | 13.2% | $8.79万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $75.63万 | 0.07% | 45,559 | 3,744 | 9.0% | $6.22万 | 加仓 |
| AZN | ASTRAZENECA PLC | $76.25万 | 0.07% | 4,440 | 30 | 0.7% | $5,152 | 加仓 |
| VTV | VANGUARD INDEX FDS | $76.75万 | 0.07% | 3,501 | 334 | 10.5% | $7.32万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $78.21万 | 0.07% | 25,976 | 7,310 | 39.2% | $22.01万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $78.54万 | 0.07% | 3,453 | 628 | 22.2% | $14.28万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $79.28万 | 0.08% | 11,273 | 2,107 | 23.0% | $14.82万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $79.37万 | 0.08% | 61,430 | 200 | 0.3% | $2,584 | 加仓 |
| KLAC | KLA CORP | $80.14万 | 0.08% | 3,473 | 63 | 1.8% | $1.45万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $80.15万 | 0.08% | 11,762 | -278 | -2.3% | -$1.89万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $80.96万 | 0.08% | 27,224 | -10,947 | -28.7% | -$32.56万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $81.35万 | 0.08% | 58,848 | 37,837 | 180.1% | $52.31万 | 加仓 |
| NTSX | WISDOMTREE TR | $82.67万 | 0.08% | 13,950 | -6,045 | -30.2% | -$35.82万 | 减仓 |
| ARW | ARROW ELECTRS INC | $82.68万 | 0.08% | 4,006 | -4,271 | -51.6% | -$88.15万 | 减仓 |
| TMUS | T-MOBILE US INC | $83.41万 | 0.08% | 4,452 | 687 | 18.2% | $12.87万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $84.03万 | 0.08% | 8,927 | 2,403 | 36.8% | $22.62万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $84.58万 | 0.08% | 5,815 | 5,815 | — | $84.58万 | 新建仓 |
| EFV | ISHARES TR | $84.66万 | 0.08% | 10,799 | -284 | -2.6% | -$2.23万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $84.68万 | 0.08% | 1,453 | 1,453 | — | $84.68万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $84.81万 | 0.08% | 5,184 | 309 | 6.3% | $5.06万 | 加仓 |
| ETN | EATON CORP PLC | $85.12万 | 0.08% | 2,091 | 40 | 2.0% | $1.63万 | 加仓 |
| SYK | STRYKER CORPORATION | $85.15万 | 0.08% | 2,587 | 261 | 11.2% | $8.59万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $85.81万 | 0.08% | 5,524 | 1,101 | 24.9% | $17.10万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $85.94万 | 0.08% | 9,786 | 342 | 3.6% | $3.00万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $86.17万 | 0.08% | 2,242 | 372 | 19.9% | $14.30万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $87.45万 | 0.08% | 2,742 | -265 | -8.8% | -$8.45万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $87.68万 | 0.08% | 16,921 | 331 | 2.0% | $1.72万 | 加仓 |
| NLR | VANECK ETF TRUST | $89.06万 | 0.08% | 7,781 | 509 | 7.0% | $5.83万 | 加仓 |
| IUSB | ISHARES TR | $91.03万 | 0.09% | 19,901 | 1,047 | 5.6% | $4.79万 | 加仓 |
| OKTA | OKTA INC | $91.59万 | 0.09% | 6,606 | -2,402 | -26.7% | -$33.30万 | 减仓 |
| — | TIDAL TRUST II | $92.13万 | 0.09% | 37,993 | 9,999 | 35.7% | $24.25万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $93.59万 | 0.09% | 3,698 | 433 | 13.3% | $10.96万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $94.97万 | 0.09% | 3,266 | 349 | 12.0% | $10.15万 | 加仓 |
| EG | EVEREST GROUP LTD | $95.31万 | 0.09% | 2,572 | 2,572 | — | $95.31万 | 新建仓 |
| MINT | PIMCO ETF TR | $96.16万 | 0.09% | 9,562 | 3,178 | 49.8% | $31.96万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $96.47万 | 0.09% | 53,363 | 11,518 | 27.5% | $20.82万 | 加仓 |
| DE | DEERE & CO | $96.66万 | 0.09% | 1,647 | -1,084 | -39.7% | -$63.62万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $98.07万 | 0.09% | 30,268 | 30,268 | — | $98.07万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $98.80万 | 0.09% | 10,253 | 10,253 | — | $98.80万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $99.67万 | 0.10% | 24,368 | 14,307 | 142.2% | $58.52万 | 加仓 |
| OMCL | OMNICELL COM | $100.32万 | 0.10% | 22,333 | -6,396 | -22.3% | -$28.73万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $100.42万 | 0.10% | 16,539 | -155 | -0.9% | -$9,412 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $100.56万 | 0.10% | 42,563 | 4,572 | 12.0% | $10.80万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $101.89万 | 0.10% | 43,532 | 6,923 | 18.9% | $16.20万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $102.76万 | 0.10% | 3,600 | 198 | 5.8% | $5.65万 | 加仓 |
| IDEV | ISHARES TR | $103.73万 | 0.10% | 11,574 | -1,312 | -10.2% | -$11.76万 | 减仓 |
| ENB | ENBRIDGE INC | $103.89万 | 0.10% | 19,006 | -430 | -2.2% | -$2.35万 | 减仓 |