13F 机构持仓

Accurate Wealth Management, LLC

WESLEY CHAPEL FL · SEC CIK 0001877728

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.0%
AAPL 4.0%
FTSM 3.3%
SPY 2.9%
PG 2.6%
CLIP 2.0%
MSFT 1.6%
AMZN 1.5%
GOOGL 1.3%
IEFA 1.3%

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
GM GENERAL MTRS CO $104.58万0.10%13,433 2,66024.7% $20.71万 加仓
VONE VANGUARD SCOTTSDALE FDS $105.44万0.10%3,087 3,087— $105.44万 新建仓
FLRT PACER FDS TR $105.56万0.10%22,590 10,52787.3% $49.19万 加仓
FDX FEDEX CORP $105.67万0.10%3,358 -302-8.3% -$9.50万 减仓
GPZ VANECK ETF TRUST $106.52万0.10%47,618 9,13523.7% $20.44万 加仓
BSMQ INVESCO EXCH TRD SLF IDX FD $109.98万0.10%46,651 7,99020.7% $18.84万 加仓
ADI ANALOG DEVICES INC $110.09万0.10%2,783 34614.2% $13.69万 加仓
ES EVERSOURCE ENERGY $110.26万0.11%14,737 -1,262-7.9% -$9.44万 减仓
MLM MARTIN MARIETTA MATLS INC $111.38万0.11%1,929 1,929— $111.38万 新建仓
TFC TRUIST FINL CORP $111.97万0.11%21,690 1,6518.2% $8.52万 加仓
THO THOR INDS INC $112.25万0.11%15,406 2,66520.9% $19.42万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $114.28万0.11%2,745 1,946243.6% $81.01万 加仓
UJAN INNOVATOR ETFS TRUST $114.74万0.11%25,178 2991.2% $1.36万 加仓
LEN LENNAR CORP $115.13万0.11%13,662 2,16918.9% $18.28万 加仓
YOU CLEAR SECURE INC $116.32万0.11%21,065 -2,672-11.3% -$14.75万 减仓
MGA MAGNA INTL INC $116.37万0.11%18,106 -549-2.9% -$3.53万 减仓
IWD ISHARES TR $116.48万0.11%4,719 3327.6% $8.20万 加仓
Z ZILLOW GROUP INC $116.88万0.11%36,309 1,4174.1% $4.56万 加仓
DFGP DIMENSIONAL ETF TRUST $118.96万0.11%21,942 16,541306.3% $89.68万 加仓
TJX TJX COS INC NEW $119.17万0.11%7,876 84712.1% $12.82万 加仓
SNDK SANDISK CORP $120.03万0.11%627 627— $120.03万 新建仓
SOXX ISHARES TR $122.66万0.12%2,110 1457.4% $8.43万 加仓
PPA INVESCO EXCHANGE TRADED FD T $123.01万0.12%7,058 1,12519.0% $19.61万 加仓
LIN LINDE PLC $123.24万0.12%2,327 2,327— $123.24万 新建仓
COR CENCORA INC $123.47万0.12%4,069 -857-17.4% -$26.00万 减仓
SPYM SPDR SERIES TRUST $124.27万0.12%14,016 -2,150-13.3% -$19.06万 减仓
L LOEWS CORP $124.66万0.12%10,841 -9,195-45.9% -$105.73万 重新持有
MMM 3M CO $124.88万0.12%7,928 -4-0.1% -$630 减仓
BSJS INVESCO EXCH TRD SLF IDX FD $125.40万0.12%57,497 41,305255.1% $90.09万 加仓
CMI CUMMINS INC $125.74万0.12%1,860 33922.3% $22.92万 加仓
GEV GE VERNOVA INC $125.95万0.12%1,154 52382.9% $57.08万 加仓
GLW CORNING INC $126.00万0.12%6,599 2,73971.0% $52.30万 加仓
KMI KINDER MORGAN INC DEL $126.15万0.12%39,269 6,06218.3% $19.47万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $126.51万0.12%2,910 32212.4% $14.00万 加仓
ACGL ARCH CAP GROUP LTD $126.73万0.12%12,540 -3,080-19.7% -$31.13万 减仓
USB US BANCORP $127.64万0.12%20,455 3,46720.4% $21.63万 加仓
XEL XCEL ENERGY INC $127.91万0.12%15,975 2691.7% $2.15万 加仓
LMT LOCKHEED MARTIN CORP $127.91万0.12%2,445 23110.4% $12.09万 加仓
DAL DELTA AIR LINES INC $128.51万0.12%14,700 2,09216.6% $18.29万 加仓
WFC WELLS FARGO & CO $128.80万0.12%14,780 2,01215.8% $17.53万 加仓
GILD GILEAD SCIENCES INC $133.45万0.13%10,275 1,33114.9% $17.29万 加仓
AVES AMERICAN CENTY ETF TR $133.97万0.13%20,413 7,36656.5% $48.34万 加仓
HYTR NORTHERN LTS FD TR III $134.79万0.13%63,013 13,20726.5% $28.25万 加仓
AVUS AMERICAN CENTY ETF TR $135.92万0.13%10,576 7,987308.5% $102.64万 加仓
PRU PRUDENTIAL FINL INC $138.91万0.13%12,041 1,79517.5% $20.71万 加仓
VOD VODAFONE GROUP PLC $139.73万0.13%94,923 4,8055.3% $7.07万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $140.47万0.13%30,624 -44-0.1% -$2,018 减仓
HLT HILTON WORLDWIDE HLDGS INC $141.28万0.13%4,210 4,210— $141.28万 新建仓
MAR MARRIOTT INTL INC NEW $142.82万0.14%3,798 1955.4% $7.33万 加仓
PFE PFIZER INC $143.86万0.14%59,520 5,1759.5% $12.51万 加仓
VGT VANGUARD WORLD FD $148.19万0.14%12,550 3422.8% $4.04万 加仓
PGR PROGRESSIVE CORP $149.76万0.14%6,491 6,491— $149.76万 新建仓
T AT&T INC $151.09万0.14%71,517 2820.4% $5,958 加仓
MS MORGAN STANLEY $151.31万0.14%6,808 6059.8% $13.45万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $151.46万0.14%74,391 4540.6% $9,243 加仓
MCK MCKESSON CORP $151.94万0.14%1,886 -400-17.5% -$32.23万 减仓
VYM VANGUARD WHITEHALL FDS $152.62万0.15%9,476 9,476— $152.62万 新建仓
AIZ ASSURANT INC $153.03万0.15%5,487 -1,373-20.0% -$38.29万 减仓
APH AMPHENOL CORP $155.15万0.15%9,741 1,43617.3% $22.87万 加仓
MRSH MARSH & MCLENNAN COS INC $156.41万0.15%8,770 -1,358-13.4% -$24.22万 减仓
XAR SPDR SERIES TRUST $156.76万0.15%5,775 -115-2.0% -$3.12万 减仓
FITB FIFTH THIRD BANCORP $156.95万0.15%27,503 2,79811.3% $15.97万 加仓
PANW PALO ALTO NETWORKS INC $157.63万0.15%4,827 1,13630.8% $37.10万 加仓
PSQO PALMER SQUARE FUNDS TR $159.43万0.15%77,039 3,0944.2% $6.40万 加仓
QCOM QUALCOMM INC $159.88万0.15%8,451 1,13215.5% $21.42万 加仓
DFAE DIMENSIONAL ETF TRUST $162.48万0.15%41,228 32,825390.6% $129.36万 加仓
TRUT VANECK ETF TRUST $163.68万0.16%52,351 12,97332.9% $40.56万 加仓
AIQ GLOBAL X FDS $164.79万0.16%25,976 5,63527.7% $35.75万 加仓
VSLU ETF OPPORTUNITIES TRUST $165.19万0.16%34,873 11,10046.7% $52.58万 加仓
AMGN AMGEN INC $165.91万0.16%4,565 86723.4% $31.51万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $166.05万0.16%88,136 26,26042.4% $49.47万 加仓
PLD PROLOGIS INC. $167.90万0.16%11,918 2,05720.9% $28.98万 加仓
— ADVISORS INNER CIRCLE FD II $169.01万0.16%51,515 17,68252.3% $58.01万 加仓
AVSE AMERICAN CENTY ETF TR $169.20万0.16%21,222 6,58945.0% $52.53万 加仓
CSX CSX CORP $171.15万0.16%34,640 7,56227.9% $37.36万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $173.75万0.17%88,466 1,5671.8% $3.08万 加仓
CAH CARDINAL HEALTH INC $174.40万0.17%7,397 80512.2% $18.98万 加仓
CPAI NORTHERN LTS FD TR III $175.10万0.17%34,111 12,33756.7% $63.33万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $175.62万0.17%89,807 -3,016-3.2% -$5.90万 减仓
IGM ISHARES TR $178.31万0.17%11,034 2,36727.3% $38.25万 加仓
FTNT FORTINET INC $178.64万0.17%11,340 1,63516.8% $25.76万 加仓
— TIDAL TRUST I $178.78万0.17%57,888 22,56763.9% $69.70万 加仓
— EA SERIES TRUST $179.77万0.17%48,573 18,98164.1% $70.25万 加仓
BX BLACKSTONE INC $179.80万0.17%14,616 -872-5.6% -$10.73万 减仓
EME EMCOR GROUP INC $183.65万0.18%2,349 31015.2% $24.24万 加仓
IVV ISHARES TR $184.86万0.18%2,438 994.2% $7.51万 加仓
MDYV SPDR SERIES TRUST $185.91万0.18%19,761 6023.1% $5.66万 加仓
IJJ ISHARES TR $187.06万0.18%12,771 350.3% $5,126 加仓
MRVL MARVELL TECHNOLOGY INC $188.19万0.18%7,981 4,125107.0% $97.26万 加仓
VONV VANGUARD SCOTTSDALE FDS $191.28万0.18%17,667 2,16514.0% $23.44万 加仓
IXN ISHARES TR $193.55万0.18%13,753 2,78425.4% $39.18万 加仓
BND VANGUARD BD INDEX FDS $197.89万0.19%27,194 21,372367.1% $155.52万 加仓
— TIDAL TRUST II $198.82万0.19%77,936 -11,621-13.0% -$29.65万 减仓
BLK BLACKROCK INC $200.40万0.19%1,935 33320.8% $34.49万 加仓
AEP AMERICAN ELEC PWR CO INC $201.18万0.19%14,857 2,25917.9% $30.59万 加仓
NFLX NETFLIX INC. $201.62万0.19%27,458 -1,861-6.3% -$13.67万 减仓
IWY ISHARES TR $202.06万0.19%6,956 1,25522.0% $36.46万 加仓
TXN TEXAS INSTRS INC $202.74万0.19%6,517 2,95883.1% $92.02万 加仓
QTUM ETF SER SOLUTIONS $203.92万0.19%13,202 2,22220.2% $34.32万 加仓
— FIRST TR EXCHANGE TRADED FD $204.02万0.19%74,067 28,62763.0% $78.85万 加仓