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 |
|---|---|---|---|---|---|---|---|---|
| RAAX | VANECK ETF TRUST | $239.37万 | 0.29% | 58,029 | 14,634 | 33.7% | $60.37万 | 加仓 |
| RTX | RTX CORPORATION | $241.58万 | 0.29% | 11,983 | 331 | 2.8% | $6.67万 | 加仓 |
| V | VISA INC | $246.32万 | 0.30% | 8,087 | 333 | 4.3% | $10.14万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $246.71万 | 0.30% | 17,975 | 10,373 | 136.5% | $142.37万 | 加仓 |
| XYZ | BLOCK INC | $248.34万 | 0.30% | 39,925 | -9,802 | -19.7% | -$60.97万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $248.37万 | 0.30% | 33,536 | 2,119 | 6.7% | $15.69万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $249.14万 | 0.30% | 69,359 | -4,698 | -6.3% | -$16.88万 | 减仓 |
| BAC | BANK AMERICA CORP | $249.41万 | 0.30% | 47,462 | 1,125 | 2.4% | $5.91万 | 加仓 |
| GE | GE AEROSPACE | $252.68万 | 0.30% | 8,194 | 4,468 | 119.9% | $137.78万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $255.28万 | 0.31% | 20,011 | 12,519 | 167.1% | $159.71万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $256.01万 | 0.31% | 32,296 | -7,664 | -19.2% | -$60.75万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $260.65万 | 0.31% | 5,223 | -934 | -15.2% | -$46.61万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $261.70万 | 0.31% | 44,797 | -7,436 | -14.2% | -$43.44万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $265.30万 | 0.32% | 57,939 | 11,238 | 24.1% | $51.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $265.77万 | 0.32% | 65,637 | 3,101 | 5.0% | $12.56万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $269.52万 | 0.32% | 72,161 | 3,331 | 4.8% | $12.44万 | 加仓 |
| COP | CONOCOPHILLIPS | $270.25万 | 0.33% | 22,050 | 1,960 | 9.8% | $24.02万 | 加仓 |
| MCD | MCDONALDS CORP | $272.87万 | 0.33% | 8,916 | 1,184 | 15.3% | $36.24万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $273.42万 | 0.33% | 5,929 | -2,315 | -28.1% | -$106.76万 | 减仓 |
| BIL | SPDR SERIES TRUST | $275.98万 | 0.33% | 30,167 | -4,324 | -12.5% | -$39.56万 | 减仓 |
| RSSB | TIDAL TRUST II | $278.99万 | 0.34% | 97,516 | -16,524 | -14.5% | -$47.27万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $286.33万 | 0.34% | 82,786 | -25,821 | -23.8% | -$89.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $287.04万 | 0.35% | 8,566 | 236 | 2.8% | $7.91万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $289.44万 | 0.35% | 11,861 | 2,765 | 30.4% | $67.47万 | 加仓 |
| SMH | VANECK ETF TRUST | $289.82万 | 0.35% | 6,639 | 1,228 | 22.7% | $53.61万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $295.30万 | 0.36% | 27,982 | 8,893 | 46.6% | $93.85万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $297.04万 | 0.36% | 33,208 | 17,854 | 116.3% | $159.70万 | 加仓 |
| NFLX | NETFLIX INC. | $301.92万 | 0.36% | 29,319 | 1,556 | 5.6% | $16.02万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $303.32万 | 0.37% | 23,684 | -492 | -2.0% | -$6.30万 | 减仓 |
| CSCO | CISCO SYS INC | $303.89万 | 0.37% | 36,954 | -1,435 | -3.7% | -$11.80万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $319.43万 | 0.38% | 137,419 | -95 | -0.1% | -$2,208 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $319.99万 | 0.39% | 7,101 | 108 | 1.5% | $4.87万 | 加仓 |
| MRK | MERCK & CO INC | $327.13万 | 0.39% | 26,939 | 6,389 | 31.1% | $77.58万 | 加仓 |
| ITOT | ISHARES TR | $332.73万 | 0.40% | 22,379 | -13,299 | -37.3% | -$197.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $358.85万 | 0.43% | 5,745 | -2 | -0.0% | -$1,249 | 减仓 |
| SPIB | SPDR SERIES TRUST | $360.36万 | 0.43% | 107,378 | 3,887 | 3.8% | $13.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $363.81万 | 0.44% | 9,107 | 4,456 | 95.8% | $178.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $366.92万 | 0.44% | 3,672 | 1,435 | 64.1% | $143.39万 | 加仓 |
| MO | ALTRIA GROUP INC | $369.46万 | 0.44% | 54,831 | -1,094 | -2.0% | -$7.37万 | 减仓 |
| AON | AON PLC | $369.83万 | 0.45% | 11,832 | 7 | 0.1% | $2,188 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $376.34万 | 0.45% | 7,832 | 961 | 14.0% | $46.18万 | 加仓 |
| MGK | VANGUARD WORLD FD | $379.03万 | 0.46% | 9,779 | 289 | 3.0% | $11.20万 | 加仓 |
| RSST | TIDAL TRUST II | $394.66万 | 0.47% | 132,347 | -3,718 | -2.7% | -$11.09万 | 减仓 |
| ABBV | ABBVIE INC | $395.48万 | 0.48% | 19,006 | 1,255 | 7.1% | $26.11万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $395.78万 | 0.48% | 15,031 | -492 | -3.2% | -$12.95万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $400.07万 | 0.48% | 133,134 | -22,925 | -14.7% | -$68.89万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $408.24万 | 0.49% | 110,966 | 611 | 0.6% | $2.25万 | 加仓 |
| HD | HOME DEPOT INC | $409.56万 | 0.49% | 12,140 | 604 | 5.2% | $20.38万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $417.54万 | 0.50% | 88,857 | 3,526 | 4.1% | $16.57万 | 加仓 |
| GOOG | ALPHABET INC | $428.11万 | 0.52% | 13,558 | 1,452 | 12.0% | $45.85万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $470.52万 | 0.57% | 32,991 | 1,578 | 5.0% | $22.51万 | 加仓 |
| CVX | CHEVRON CORPORATION | $471.23万 | 0.57% | 24,991 | -2,266 | -8.3% | -$42.73万 | 减仓 |
| LLY | ELI LILLY & CO | $491.58万 | 0.59% | 5,230 | -107 | -2.0% | -$10.06万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $531.04万 | 0.64% | 53,098 | 8,959 | 20.3% | $89.60万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $609.08万 | 0.73% | 271,003 | 174,521 | 180.9% | $392.24万 | 加仓 |
| HDV | ISHARES TR | $630.11万 | 0.76% | 47,030 | 47,030 | — | $630.11万 | 新建仓 |
| CAT | CATERPILLAR INC | $648.37万 | 0.78% | 8,202 | 670 | 8.9% | $52.96万 | 加仓 |
| RRC | RANGE RES CORP | $660.91万 | 0.80% | 154,275 | -5,000 | -3.1% | -$21.42万 | 减仓 |
| WMT | WALMART INC | $676.60万 | 0.81% | 53,343 | 848 | 1.6% | $10.76万 | 加仓 |
| IJH | ISHARES TR | $683.00万 | 0.82% | 96,943 | 8,371 | 9.5% | $58.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $720.33万 | 0.87% | 30,192 | 2,089 | 7.4% | $49.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $859.25万 | 1.03% | 150,894 | 145,361 | 2,627.2% | $827.75万 | 加仓 |
| META | META PLATFORMS INC | $872.09万 | 1.05% | 13,847 | 80 | 0.6% | $5.04万 | 加仓 |
| AGG | ISHARES TR | $922.50万 | 1.11% | 92,880 | 8,747 | 10.4% | $86.88万 | 加仓 |
| GLD | SPDR GOLD TR | $925.99万 | 1.11% | 21,184 | -1,242 | -5.5% | -$54.29万 | 减仓 |
| AVGO | BROADCOM INC | $1,068.01万 | 1.29% | 28,800 | 1,322 | 4.8% | $49.02万 | 加仓 |
| IEFA | ISHARES TR | $1,083.09万 | 1.30% | 113,630 | 5,731 | 5.3% | $54.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,086.03万 | 1.31% | 17,773 | -14,209 | -44.4% | -$868.25万 | 减仓 |
| GOOGL | ALPHABET INC | $1,107.11万 | 1.33% | 34,891 | 1,552 | 4.7% | $49.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,139.35万 | 1.37% | 36,768 | 98 | 0.3% | $3.04万 | 加仓 |
| — | EXXON MOBIL CORP | $1,183.66万 | 1.42% | 77,584 | 2,014 | 2.7% | $30.73万 | 加仓 |
| TSLA | TESLA INC | $1,213.85万 | 1.46% | 34,788 | -1,862 | -5.1% | -$64.97万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,224.84万 | 1.47% | 204,583 | 175,798 | 610.7% | $1,052.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,311.94万 | 1.58% | 90,369 | 1,657 | 1.9% | $24.06万 | 加仓 |
| AMZN | AMAZON COM INC | $1,431.56万 | 1.72% | 60,206 | 9,238 | 18.1% | $219.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,530.07万 | 1.84% | 41,242 | 4,066 | 10.9% | $150.85万 | 加仓 |
| CLIP | GLOBAL X FDS | $1,826.92万 | 2.20% | 182,383 | -132,489 | -42.1% | -$1,327.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,527.01万 | 3.04% | 37,191 | 1,601 | 4.5% | $108.78万 | 加仓 |
| AAPL | APPLE INC | $3,224.20万 | 3.88% | 123,799 | 9,268 | 8.1% | $241.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,467.38万 | 5.38% | 237,057 | 136,245 | 135.1% | $2,567.56万 | 加仓 |