13F 机构持仓

Accurate Wealth Management, LLC

WESLEY CHAPEL FL · SEC CIK 0001877728

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.4%
AAPL 3.9%
SPY 3.0%
CLIP 2.2%
MSFT 1.8%
AMZN 1.7%
PG 1.6%
FTSM 1.5%
TSLA 1.5%
EXXON MOBIL CO 1.4%

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
IBB ISHARES TR $00.00%0 -53,016-100.0% -$913.94万 清仓
IHE ISHARES TR $00.00%0 —— — 申报中断
FVRR FIVERR INTL LTD $00.00%0 -122,002-100.0% -$221.32万 清仓
TAP MOLSON COORS BEVERAGE CO $00.00%0 -45,282-100.0% -$217.94万 清仓
L LOEWS CORP $00.00%0 —— — 申报中断
VICI VICI PPTYS INC $00.00%0 -74,763-100.0% -$207.54万 清仓
AME AMETEK INC $00.00%0 -9,746-100.0% -$205.29万 清仓
RDDT REDDIT INC $00.00%0 -6,032-100.0% -$147.53万 清仓
SNOW SNOWFLAKE INC $00.00%0 -5,386-100.0% -$118.01万 清仓
CPRI CAPRI HOLDINGS LIMITED $00.00%0 -40,439-100.0% -$105.63万 清仓
— MISTER CAR WASH INC $00.00%0 -148,234-100.0% -$90.86万 清仓
AZN ASTRAZENECA PLC $00.00%0 -4,438-100.0% -$84.00万 清仓
BRK/A BERKSHIRE HATHAWAY INC DEL $00.00%0 -1-100.0% -$74.81万 清仓
NSC NORFOLK SOUTHN CORP $00.00%0 -2,170-100.0% -$62.34万 清仓
HYMB SPDR SERIES TRUST $00.00%0 -23,893-100.0% -$59.95万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -2,284-100.0% -$55.01万 清仓
SCHG SCHWAB STRATEGIC TR $00.00%0 -16,378-100.0% -$53.82万 清仓
INTU INTUIT $00.00%0 -785-100.0% -$50.80万 清仓
SCHV SCHWAB STRATEGIC TR $00.00%0 -15,070-100.0% -$46.14万 清仓
PNR PENTAIR PLC $00.00%0 -4,392-100.0% -$45.26万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -18,617-100.0% -$43.06万 清仓
AMP AMERIPRISE FINL INC $00.00%0 -782-100.0% -$39.71万 清仓
MDB MONGODB INC $00.00%0 -961-100.0% -$39.24万 清仓
ZS ZSCALER INC $00.00%0 -1,761-100.0% -$38.17万 清仓
— PUTNAM ETF TRUST $00.00%0 -10,784-100.0% -$33.23万 清仓
IT GARTNER INC $00.00%0 -1,288-100.0% -$31.95万 清仓
OC OWENS CORNING NEW $00.00%0 -2,565-100.0% -$31.40万 清仓
NKE NIKE INC $00.00%0 -4,757-100.0% -$31.36万 清仓
VBK VANGUARD INDEX FDS $00.00%0 -963-100.0% -$30.83万 清仓
USMV ISHARES TR $00.00%0 -3,174-100.0% -$30.04万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -10,506-100.0% -$30.00万 清仓
AWI ARMSTRONG WORLD INDS INC NEW $00.00%0 -1,490-100.0% -$29.85万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 —— — 申报中断
UYLD ANGEL OAK FUNDS TRUST $00.00%0 -5,063-100.0% -$25.91万 清仓
NDAQ NASDAQ INC $00.00%0 —— — 申报中断
FIX COMFORT SYS USA INC $00.00%0 -238-100.0% -$24.05万 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
XLC SELECT SECTOR SPDR TR $00.00%0 -1,878-100.0% -$22.14万 清仓
VWOB VANGUARD WHITEHALL FDS $00.00%0 -3,228-100.0% -$21.77万 清仓
WRB BERKLEY W R CORP $00.00%0 —— — 申报中断
— COMERICA INC $00.00%0 -2,355-100.0% -$21.55万 清仓
CALM CAL MAINE FOODS INC $00.00%0 -2,881-100.0% -$21.23万 清仓
ZALT INNOVATOR ETFS TRUST $00.00%0 -6,296-100.0% -$20.63万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,040-100.0% -$20.62万 清仓
PATH UIPATH INC $00.00%0 -10,313-100.0% -$16.85万 清仓
GNL GLOBAL NET LEASE INC $00.00%0 —— — 申报中断
NWL NEWELL BRANDS INC $00.00%0 -18,811-100.0% -$7.92万 清仓
— MYOMO INC $1.46万0.00%21,120 00.0% — 不变
— DOUGLAS ELLIMAN INC $1.68万0.00%10,000 10,000— $1.68万 新建仓
KOPN KOPIN CORP $4.69万0.01%17,500 17,500— $4.69万 新建仓
— PMV PHARMACEUTICALS INC $6.65万0.01%50,000 50,000— $6.65万 新建仓
CLM CORNERSTONE STRATEGIC INVEST $10.39万0.01%14,003 14,003— $10.39万 新建仓
PURR HYPERLIQUID STRATEGIES INC $12.03万0.01%20,018 20,018— $12.03万 新建仓
SLS SELLAS LIFE SCIENCES GROUP I $15.87万0.02%32,611 32,611— $15.87万 新建仓
WU WESTERN UN CO $18.21万0.02%20,508 20,508— $18.21万 新建仓
QYLD GLOBAL X FDS $18.25万0.02%10,373 10,373— $18.25万 新建仓
PSFF PACER FDS TR $20.10万0.02%6,132 6,132— $20.10万 新建仓
ROK ROCKWELL AUTOMATION INC $20.28万0.02%512 -7-1.3% -$2,772 减仓
NI NISOURCE INC $20.28万0.02%4,221 4,221— $20.28万 新建仓
STLA STELLANTIS N.V $20.29万0.02%25,236 -14,330-36.2% -$11.52万 减仓
SPMD SPDR SERIES TRUST $20.35万0.02%3,295 3,295— $20.35万 新建仓
SPGI S&P GLOBAL INC $20.48万0.02%491 -3,763-88.5% -$156.94万 减仓
NJUL INNOVATOR ETFS TRUST $20.52万0.02%2,784 -3-0.1% -$221 减仓
VIOO VANGUARD ADMIRAL FDS INC $20.62万0.02%1,714 00.0% — 不变
GPIX GOLDMAN SACHS ETF TR $20.68万0.02%4,000 00.0% — 不变
— INNOVATOR ETFS TRUST $20.73万0.02%6,100 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $20.74万0.02%277 277— $20.74万 新建仓
ON ON SEMICONDUCTOR CORP $20.75万0.02%3,023 -2,202-42.1% -$15.12万 减仓
ESML ISHARES TR $20.77万0.02%4,225 4,225— $20.77万 新建仓
VB VANGUARD INDEX FDS $20.79万0.03%764 764— $20.79万 新建仓
ALB ALBEMARLE CORP $20.87万0.03%1,202 1,202— $20.87万 新建仓
EWC ISHARES INC $20.92万0.03%3,686 3,686— $20.92万 新建仓
VTIP VANGUARD MALVERN FDS $21.09万0.03%4,213 -2,212-34.4% -$11.07万 减仓
NTSI WISDOMTREE TR $21.11万0.03%4,599 -924-16.7% -$4.24万 减仓
SCHP SCHWAB STRATEGIC TR $21.16万0.03%7,917 2423.2% $6,469 加仓
DINO HF SINCLAIR CORP $21.20万0.03%3,687 3,687— $21.20万 新建仓
BSX BOSTON SCIENTIFIC CORP $21.25万0.03%3,444 47416.0% $2.92万 加仓
DOC HEALTHPEAK PROPERTIES INC $21.34万0.03%12,751 1,69415.3% $2.84万 加仓
SLB SLB LIMITED $21.37万0.03%4,116 4,116— $21.37万 新建仓
— GABELLI UTIL TR $21.41万0.03%35,098 1,6174.8% $9,864 加仓
— ETF OPPORTUNITIES TRUST $21.62万0.03%8,117 -7,625-48.4% -$20.31万 减仓
FEBT AIM ETF PRODUCTS TRUST $21.65万0.03%5,606 5,606— $21.65万 新建仓
OMF ONEMAIN HLDGS INC $21.71万0.03%3,881 3,881— $21.71万 新建仓
CGW INVESCO EXCH TRADED FD TR II $21.84万0.03%3,260 00.0% — 不变
SHW SHERWIN WILLIAMS CO $21.92万0.03%652 -65-9.1% -$2.19万 减仓
BBY BEST BUY INC $22.05万0.03%3,533 3,533— $22.05万 新建仓
P EVERPURE INC $22.12万0.03%3,632 1935.6% $1.18万 加仓
— INNOVATOR ETFS TRUST $22.13万0.03%6,166 6,166— $22.13万 新建仓
CAIE CALAMOS ETF TR $22.30万0.03%8,667 8,667— $22.30万 新建仓
HAL HALLIBURTON CO $22.40万0.03%5,959 5,959— $22.40万 新建仓
ITA ISHARES TR $22.41万0.03%976 976— $22.41万 新建仓
BUFR FIRST TR EXCHNG TRADED FD VI $22.57万0.03%6,497 60.1% $208 加仓
MBB ISHARES TR $22.64万0.03%2,384 -77-3.1% -$7,313 减仓
CL COLGATE PALMOLIVE CO $22.76万0.03%2,697 2,697— $22.76万 新建仓
MAIN MAIN STR CAP CORP $22.82万0.03%4,299 511.2% $2,707 加仓
CB CHUBB LTD SWITZ $22.87万0.03%698 324.8% $1.05万 加仓
GPIQ GOLDMAN SACHS ETF TR $22.91万0.03%4,447 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $22.95万0.03%356 102.9% $6,447 加仓
SPOT SPOTIFY TECHNOLOGY S A $23.11万0.03%485 -550-53.1% -$26.20万 减仓
TXT TEXTRON INC $23.14万0.03%2,532 1908.1% $1.74万 加仓