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 |
|---|---|---|---|---|---|---|---|---|
| MGA | MAGNA INTL INC | $107.92万 | 0.13% | 18,655 | -3,434 | -15.5% | -$19.87万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $108.12万 | 0.13% | 24,879 | -316 | -1.3% | -$1.37万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $108.25万 | 0.13% | 33,833 | 23,188 | 217.8% | $74.19万 | 加仓 |
| NTSX | WISDOMTREE TR | $108.45万 | 0.13% | 19,995 | -1,978 | -9.0% | -$10.73万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $108.54万 | 0.13% | 33,207 | 3,286 | 11.0% | $10.74万 | 加仓 |
| WFC | WELLS FARGO & CO | $109.10万 | 0.13% | 12,768 | 1,301 | 11.3% | $11.12万 | 加仓 |
| YOU | CLEAR SECURE INC | $109.61万 | 0.13% | 23,737 | -5,974 | -20.1% | -$27.59万 | 减仓 |
| MS | MORGAN STANLEY | $110.26万 | 0.13% | 6,203 | 2,202 | 55.0% | $39.14万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $110.29万 | 0.13% | 45,440 | 19,795 | 77.2% | $48.04万 | 加仓 |
| IGM | ISHARES TR | $110.68万 | 0.13% | 8,667 | 1,673 | 23.9% | $21.36万 | 加仓 |
| — | EA SERIES TRUST | $111.68万 | 0.13% | 29,592 | 29,592 | — | $111.68万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $111.95万 | 0.13% | 15,999 | 4,773 | 42.5% | $33.40万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $112.05万 | 0.13% | 26,407 | 26,407 | — | $112.05万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $112.69万 | 0.14% | 6,860 | -2,473 | -26.5% | -$40.62万 | 减仓 |
| IDEV | ISHARES TR | $113.19万 | 0.14% | 12,886 | -4,358 | -25.3% | -$38.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $113.39万 | 0.14% | 1,526 | 3 | 0.2% | $2,229 | 加仓 |
| EYLD | CAMBRIA ETF TR | $113.71万 | 0.14% | 25,862 | -20,306 | -44.0% | -$89.28万 | 减仓 |
| TJX | TJX COS INC NEW | $113.76万 | 0.14% | 7,029 | 508 | 7.8% | $8.22万 | 加仓 |
| CSX | CSX CORP | $114.41万 | 0.14% | 27,078 | 2,227 | 9.0% | $9.41万 | 加仓 |
| — | TIDAL TRUST I | $115.57万 | 0.14% | 35,321 | 28,119 | 390.4% | $92.01万 | 加仓 |
| SHY | ISHARES TR | $116.54万 | 0.14% | 14,141 | 14,141 | — | $116.54万 | 新建仓 |
| APH | AMPHENOL CORP | $116.75万 | 0.14% | 8,305 | 300 | 3.7% | $4.22万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $117.06万 | 0.14% | 55,662 | 55,662 | — | $117.06万 | 新建仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $117.56万 | 0.14% | 61,876 | 61,876 | — | $117.56万 | 新建仓 |
| IXN | ISHARES TR | $118.30万 | 0.14% | 10,969 | 2,388 | 27.8% | $25.75万 | 加仓 |
| MMM | 3M CO | $119.23万 | 0.14% | 7,932 | -89 | -1.1% | -$1.34万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $121.83万 | 0.15% | 24,705 | 9,763 | 65.3% | $48.14万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $124.02万 | 0.15% | 1,366 | 7 | 0.5% | $6,355 | 加仓 |
| GILD | GILEAD SCIENCES INC | $124.34万 | 0.15% | 8,944 | 1,091 | 13.9% | $15.17万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $127.59万 | 0.15% | 3,603 | -114 | -3.1% | -$4.04万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $127.73万 | 0.15% | 37,469 | -16,123 | -30.1% | -$54.96万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $128.13万 | 0.15% | 10,980 | 2,692 | 32.5% | $31.41万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $129.30万 | 0.16% | 16,166 | 3,365 | 26.3% | $26.91万 | 加仓 |
| XEL | XCEL ENERGY INC | $129.39万 | 0.16% | 15,706 | 12,746 | 430.6% | $105.00万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $129.55万 | 0.16% | 2,575 | 748 | 40.9% | $37.63万 | 加仓 |
| AMGN | AMGEN INC | $129.82万 | 0.16% | 3,698 | -142 | -3.7% | -$4.98万 | 减仓 |
| MSCI | MSCI INC | $130.58万 | 0.16% | 2,434 | -2,298 | -48.6% | -$123.29万 | 重新持有 |
| ARW | ARROW ELECTRS INC | $130.93万 | 0.16% | 8,277 | -92 | -1.1% | -$1.46万 | 减仓 |
| ROL | ROLLINS INC | $133.53万 | 0.16% | 24,626 | -10,104 | -29.1% | -$54.79万 | 减仓 |
| PLD | PROLOGIS INC. | $135.29万 | 0.16% | 9,861 | 1,130 | 12.9% | $15.50万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $135.87万 | 0.16% | 2,214 | 77 | 3.6% | $4.73万 | 加仓 |
| FDX | FEDEX CORP | $136.92万 | 0.16% | 3,660 | -459 | -11.1% | -$17.17万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $137.59万 | 0.17% | 18,263 | 18,263 | — | $137.59万 | 新建仓 |
| Z | ZILLOW GROUP INC | $139.12万 | 0.17% | 34,892 | 2,991 | 9.4% | $11.93万 | 加仓 |
| AVY | AVERY DENNISON CORP | $141.19万 | 0.17% | 8,248 | -3,569 | -30.2% | -$61.09万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $141.29万 | 0.17% | 30,668 | 6,113 | 24.9% | $28.16万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $141.40万 | 0.17% | 90,118 | -6,775 | -7.0% | -$10.63万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $142.07万 | 0.17% | 6,592 | 690 | 11.7% | $14.87万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $145.98万 | 0.18% | 4,652 | -134 | -2.8% | -$4.20万 | 减仓 |
| PFE | PFIZER INC | $146.30万 | 0.18% | 54,345 | 9,597 | 21.4% | $25.84万 | 加仓 |
| ALL | ALLSTATE CORP | $147.39万 | 0.18% | 6,985 | -3,100 | -30.7% | -$65.41万 | 减仓 |
| IWY | ISHARES TR | $148.57万 | 0.18% | 5,701 | 1,412 | 32.9% | $36.80万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $149.90万 | 0.18% | 15,620 | -6,434 | -29.2% | -$61.74万 | 减仓 |
| AIZ | ASSURANT INC | $150.52万 | 0.18% | 6,860 | -2,743 | -28.6% | -$60.19万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $150.93万 | 0.18% | 15,502 | -7,486 | -32.6% | -$72.88万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $151.31万 | 0.18% | 73,937 | 15,500 | 26.5% | $31.72万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR | $152.47万 | 0.18% | 73,945 | 17,863 | 31.9% | $36.83万 | 加仓 |
| ROKU | ROKU INC | $152.52万 | 0.18% | 14,886 | 1,076 | 7.8% | $11.02万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $153.65万 | 0.18% | 5,045 | 291 | 6.1% | $8.86万 | 加仓 |
| GWW | WW GRAINGER INC | $156.00万 | 0.19% | 1,331 | -622 | -31.8% | -$72.90万 | 减仓 |
| MET | METLIFE INC | $156.05万 | 0.19% | 21,118 | 1,643 | 8.4% | $12.14万 | 加仓 |
| SYY | SYSCO CORP | $157.63万 | 0.19% | 21,644 | -7,461 | -25.6% | -$54.34万 | 减仓 |
| XAR | SPDR SERIES TRUST | $157.74万 | 0.19% | 5,890 | 779 | 15.2% | $20.86万 | 加仓 |
| COR | CENCORA INC | $158.03万 | 0.19% | 4,926 | -1,727 | -26.0% | -$55.40万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $158.33万 | 0.19% | 3,764 | 1,547 | 69.8% | $65.07万 | 加仓 |
| IVV | ISHARES TR | $159.70万 | 0.19% | 2,339 | -413 | -15.0% | -$28.20万 | 减仓 |
| BLK | BLACKROCK INC | $160.06万 | 0.19% | 1,602 | 118 | 8.0% | $11.79万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $163.30万 | 0.20% | 4,867 | 378 | 8.4% | $12.68万 | 加仓 |
| EME | EMCOR GROUP INC | $163.61万 | 0.20% | 2,039 | 55 | 2.8% | $4.41万 | 加仓 |
| DE | DEERE & CO | $165.21万 | 0.20% | 2,731 | 144 | 5.6% | $8.71万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $169.50万 | 0.20% | 19,159 | -248 | -1.3% | -$2.19万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $170.45万 | 0.21% | 10,128 | -3,554 | -26.0% | -$59.81万 | 减仓 |
| APLU | ALLSPRING EXCHANGE TRADED FU | $170.93万 | 0.21% | 68,910 | 43,838 | 174.8% | $108.74万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $170.97万 | 0.21% | 86,899 | 14,401 | 19.9% | $28.33万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $171.72万 | 0.21% | 12,598 | 606 | 5.1% | $8.26万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $172.67万 | 0.21% | 9,710 | -1,731 | -15.1% | -$30.78万 | 减仓 |
| IJJ | ISHARES TR | $175.22万 | 0.21% | 12,736 | 886 | 7.5% | $12.19万 | 加仓 |
| BX | BLACKSTONE INC | $178.10万 | 0.21% | 15,488 | 9,229 | 147.5% | $106.13万 | 加仓 |
| KO | COCA COLA CO | $180.91万 | 0.22% | 23,351 | 338 | 1.5% | $2.62万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $181.52万 | 0.22% | 92,823 | 14,663 | 18.8% | $28.67万 | 加仓 |
| IEMG | ISHARES INC | $185.31万 | 0.22% | 24,957 | -8,690 | -25.8% | -$64.52万 | 减仓 |
| T | AT&T INC | $188.49万 | 0.23% | 71,235 | 13,225 | 22.8% | $34.99万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $189.03万 | 0.23% | 12,830 | 1,304 | 11.3% | $19.21万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $194.09万 | 0.23% | 8,408 | 550 | 7.0% | $12.70万 | 加仓 |
| MCK | MCKESSON CORP | $197.92万 | 0.24% | 2,286 | -758 | -24.9% | -$65.63万 | 减仓 |
| SO | SOUTHERN CO | $206.39万 | 0.25% | 21,241 | 1,417 | 7.1% | $13.77万 | 加仓 |
| — | TIDAL TRUST II | $206.61万 | 0.25% | 89,557 | -53,222 | -37.3% | -$122.79万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $209.39万 | 0.25% | 18,230 | 7,677 | 72.7% | $88.18万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $213.37万 | 0.26% | 26,941 | 675 | 2.6% | $5.35万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $213.60万 | 0.26% | 9,659 | 301 | 3.2% | $6.66万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $215.90万 | 0.26% | 8,543 | -429 | -4.8% | -$10.84万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $221.70万 | 0.27% | 48,146 | 6,638 | 16.0% | $30.57万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $221.95万 | 0.27% | 2,255 | 274 | 13.8% | $26.97万 | 加仓 |
| IJR | ISHARES TR | $224.05万 | 0.27% | 17,209 | 933 | 5.7% | $12.15万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $225.83万 | 0.27% | 10,520 | -3,193 | -23.3% | -$68.54万 | 减仓 |
| ORCL | ORACLE CORP | $227.96万 | 0.27% | 16,508 | 3,491 | 26.8% | $48.21万 | 加仓 |
| C | CITIGROUP INC | $229.33万 | 0.28% | 18,436 | 1,175 | 6.8% | $14.62万 | 加仓 |
| BOXX | EA SERIES TRUST | $233.72万 | 0.28% | 20,095 | 18,280 | 1,007.2% | $212.61万 | 加仓 |
| PEP | PEPSICO INC | $233.84万 | 0.28% | 14,884 | 1,488 | 11.1% | $23.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $234.27万 | 0.28% | 14,598 | 2,047 | 16.3% | $32.85万 | 加仓 |