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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $234.15万 | 0.22% | 5,507 | 462 | 9.2% | $19.64万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $231.78万 | 0.22% | 55,034 | 6,888 | 14.3% | $29.01万 | 加仓 |
| INTC | INTEL CORP | $231.69万 | 0.22% | 21,083 | 4,706 | 28.7% | $51.72万 | 加仓 |
| BIL | SPDR SERIES TRUST | $231.36万 | 0.22% | 25,286 | -4,881 | -16.2% | -$44.66万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $230.81万 | 0.22% | 29,362 | 2,421 | 9.0% | $19.03万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $230.74万 | 0.22% | 16,627 | -1,348 | -7.5% | -$18.71万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $227.66万 | 0.22% | 2,158 | 792 | 58.0% | $83.55万 | 加仓 |
| SO | SOUTHERN CO | $226.55万 | 0.22% | 23,699 | 2,458 | 11.6% | $23.50万 | 加仓 |
| APLU | ALLSPRING EXCHANGE TRADED FU | $224.90万 | 0.21% | 92,042 | 23,132 | 33.6% | $56.52万 | 加仓 |
| C | CITIGROUP INC | $223.79万 | 0.21% | 15,896 | -2,540 | -13.8% | -$35.76万 | 减仓 |
| ROKU | ROKU INC | $222.00万 | 0.21% | 15,780 | 894 | 6.0% | $12.58万 | 加仓 |
| KO | COCA COLA CO | $220.61万 | 0.21% | 26,425 | 3,074 | 13.2% | $25.66万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $217.62万 | 0.21% | 2,390 | -185 | -7.2% | -$16.85万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $212.55万 | 0.20% | 102,534 | 46,872 | 84.2% | $97.17万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $211.69万 | 0.20% | 5,644 | 777 | 16.0% | $29.14万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $209.75万 | 0.20% | 5,987 | 1,335 | 28.7% | $46.77万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $206.56万 | 0.20% | 9,424 | -1,096 | -10.4% | -$24.02万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $204.02万 | 0.19% | 74,067 | 28,627 | 63.0% | $78.85万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $203.92万 | 0.19% | 13,202 | 2,222 | 20.2% | $34.32万 | 加仓 |
| TXN | TEXAS INSTRS INC | $202.74万 | 0.19% | 6,517 | 2,958 | 83.1% | $92.02万 | 加仓 |
| IWY | ISHARES TR | $202.06万 | 0.19% | 6,956 | 1,255 | 22.0% | $36.46万 | 加仓 |
| NFLX | NETFLIX INC. | $201.62万 | 0.19% | 27,458 | -1,861 | -6.3% | -$13.67万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $201.18万 | 0.19% | 14,857 | 2,259 | 17.9% | $30.59万 | 加仓 |
| BLK | BLACKROCK INC | $200.40万 | 0.19% | 1,935 | 333 | 20.8% | $34.49万 | 加仓 |
| — | TIDAL TRUST II | $198.82万 | 0.19% | 77,936 | -11,621 | -13.0% | -$29.65万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $197.89万 | 0.19% | 27,194 | 21,372 | 367.1% | $155.52万 | 加仓 |
| IXN | ISHARES TR | $193.55万 | 0.18% | 13,753 | 2,784 | 25.4% | $39.18万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $191.28万 | 0.18% | 17,667 | 2,165 | 14.0% | $23.44万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $188.19万 | 0.18% | 7,981 | 4,125 | 107.0% | $97.26万 | 加仓 |
| IJJ | ISHARES TR | $187.06万 | 0.18% | 12,771 | 35 | 0.3% | $5,126 | 加仓 |
| MDYV | SPDR SERIES TRUST | $185.91万 | 0.18% | 19,761 | 602 | 3.1% | $5.66万 | 加仓 |
| IVV | ISHARES TR | $184.86万 | 0.18% | 2,438 | 99 | 4.2% | $7.51万 | 加仓 |
| EME | EMCOR GROUP INC | $183.65万 | 0.18% | 2,349 | 310 | 15.2% | $24.24万 | 加仓 |
| BX | BLACKSTONE INC | $179.80万 | 0.17% | 14,616 | -872 | -5.6% | -$10.73万 | 减仓 |
| — | EA SERIES TRUST | $179.77万 | 0.17% | 48,573 | 18,981 | 64.1% | $70.25万 | 加仓 |
| — | TIDAL TRUST I | $178.78万 | 0.17% | 57,888 | 22,567 | 63.9% | $69.70万 | 加仓 |
| FTNT | FORTINET INC | $178.64万 | 0.17% | 11,340 | 1,635 | 16.8% | $25.76万 | 加仓 |
| IGM | ISHARES TR | $178.31万 | 0.17% | 11,034 | 2,367 | 27.3% | $38.25万 | 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 |
| CPAI | NORTHERN LTS FD TR III | $175.10万 | 0.17% | 34,111 | 12,337 | 56.7% | $63.33万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $174.40万 | 0.17% | 7,397 | 805 | 12.2% | $18.98万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $173.75万 | 0.17% | 88,466 | 1,567 | 1.8% | $3.08万 | 加仓 |
| CSX | CSX CORP | $171.15万 | 0.16% | 34,640 | 7,562 | 27.9% | $37.36万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $169.20万 | 0.16% | 21,222 | 6,589 | 45.0% | $52.53万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $169.01万 | 0.16% | 51,515 | 17,682 | 52.3% | $58.01万 | 加仓 |
| PLD | PROLOGIS INC. | $167.90万 | 0.16% | 11,918 | 2,057 | 20.9% | $28.98万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $166.05万 | 0.16% | 88,136 | 26,260 | 42.4% | $49.47万 | 加仓 |
| AMGN | AMGEN INC | $165.91万 | 0.16% | 4,565 | 867 | 23.4% | $31.51万 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $165.19万 | 0.16% | 34,873 | 11,100 | 46.7% | $52.58万 | 加仓 |
| AIQ | GLOBAL X FDS | $164.79万 | 0.16% | 25,976 | 5,635 | 27.7% | $35.75万 | 加仓 |
| TRUT | VANECK ETF TRUST | $163.68万 | 0.16% | 52,351 | 12,973 | 32.9% | $40.56万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $162.48万 | 0.15% | 41,228 | 32,825 | 390.6% | $129.36万 | 加仓 |
| QCOM | QUALCOMM INC | $159.88万 | 0.15% | 8,451 | 1,132 | 15.5% | $21.42万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR | $159.43万 | 0.15% | 77,039 | 3,094 | 4.2% | $6.40万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $157.63万 | 0.15% | 4,827 | 1,136 | 30.8% | $37.10万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $156.95万 | 0.15% | 27,503 | 2,798 | 11.3% | $15.97万 | 加仓 |
| XAR | SPDR SERIES TRUST | $156.76万 | 0.15% | 5,775 | -115 | -2.0% | -$3.12万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $156.41万 | 0.15% | 8,770 | -1,358 | -13.4% | -$24.22万 | 减仓 |
| APH | AMPHENOL CORP | $155.15万 | 0.15% | 9,741 | 1,436 | 17.3% | $22.87万 | 加仓 |
| AIZ | ASSURANT INC | $153.03万 | 0.15% | 5,487 | -1,373 | -20.0% | -$38.29万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $152.62万 | 0.15% | 9,476 | 9,476 | — | $152.62万 | 新建仓 |
| MCK | MCKESSON CORP | $151.94万 | 0.14% | 1,886 | -400 | -17.5% | -$32.23万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $151.46万 | 0.14% | 74,391 | 454 | 0.6% | $9,243 | 加仓 |
| MS | MORGAN STANLEY | $151.31万 | 0.14% | 6,808 | 605 | 9.8% | $13.45万 | 加仓 |
| T | AT&T INC | $151.09万 | 0.14% | 71,517 | 282 | 0.4% | $5,958 | 加仓 |
| PGR | PROGRESSIVE CORP | $149.76万 | 0.14% | 6,491 | 6,491 | — | $149.76万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $148.19万 | 0.14% | 12,550 | 342 | 2.8% | $4.04万 | 加仓 |
| PFE | PFIZER INC | $143.86万 | 0.14% | 59,520 | 5,175 | 9.5% | $12.51万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $142.82万 | 0.14% | 3,798 | 195 | 5.4% | $7.33万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $141.28万 | 0.13% | 4,210 | 4,210 | — | $141.28万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $140.47万 | 0.13% | 30,624 | -44 | -0.1% | -$2,018 | 减仓 |
| VOD | VODAFONE GROUP PLC | $139.73万 | 0.13% | 94,923 | 4,805 | 5.3% | $7.07万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $138.91万 | 0.13% | 12,041 | 1,795 | 17.5% | $20.71万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $135.92万 | 0.13% | 10,576 | 7,987 | 308.5% | $102.64万 | 加仓 |
| HYTR | NORTHERN LTS FD TR III | $134.79万 | 0.13% | 63,013 | 13,207 | 26.5% | $28.25万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $133.97万 | 0.13% | 20,413 | 7,366 | 56.5% | $48.34万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $133.45万 | 0.13% | 10,275 | 1,331 | 14.9% | $17.29万 | 加仓 |
| WFC | WELLS FARGO & CO | $128.80万 | 0.12% | 14,780 | 2,012 | 15.8% | $17.53万 | 加仓 |
| DAL | DELTA AIR LINES INC | $128.51万 | 0.12% | 14,700 | 2,092 | 16.6% | $18.29万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $127.91万 | 0.12% | 2,445 | 231 | 10.4% | $12.09万 | 加仓 |
| XEL | XCEL ENERGY INC | $127.91万 | 0.12% | 15,975 | 269 | 1.7% | $2.15万 | 加仓 |
| USB | US BANCORP | $127.64万 | 0.12% | 20,455 | 3,467 | 20.4% | $21.63万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $126.73万 | 0.12% | 12,540 | -3,080 | -19.7% | -$31.13万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $126.51万 | 0.12% | 2,910 | 322 | 12.4% | $14.00万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $126.15万 | 0.12% | 39,269 | 6,062 | 18.3% | $19.47万 | 加仓 |
| GLW | CORNING INC | $126.00万 | 0.12% | 6,599 | 2,739 | 71.0% | $52.30万 | 加仓 |
| GEV | GE VERNOVA INC | $125.95万 | 0.12% | 1,154 | 523 | 82.9% | $57.08万 | 加仓 |
| CMI | CUMMINS INC | $125.74万 | 0.12% | 1,860 | 339 | 22.3% | $22.92万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $125.40万 | 0.12% | 57,497 | 41,305 | 255.1% | $90.09万 | 加仓 |
| MMM | 3M CO | $124.88万 | 0.12% | 7,928 | -4 | -0.1% | -$630 | 减仓 |
| L | LOEWS CORP | $124.66万 | 0.12% | 10,841 | -9,195 | -45.9% | -$105.73万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $124.27万 | 0.12% | 14,016 | -2,150 | -13.3% | -$19.06万 | 减仓 |
| COR | CENCORA INC | $123.47万 | 0.12% | 4,069 | -857 | -17.4% | -$26.00万 | 减仓 |
| LIN | LINDE PLC | $123.24万 | 0.12% | 2,327 | 2,327 | — | $123.24万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $123.01万 | 0.12% | 7,058 | 1,125 | 19.0% | $19.61万 | 加仓 |
| SOXX | ISHARES TR | $122.66万 | 0.12% | 2,110 | 145 | 7.4% | $8.43万 | 加仓 |
| SNDK | SANDISK CORP | $120.03万 | 0.11% | 627 | 627 | — | $120.03万 | 新建仓 |
| TJX | TJX COS INC NEW | $119.17万 | 0.11% | 7,876 | 847 | 12.1% | $12.82万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $118.96万 | 0.11% | 21,942 | 16,541 | 306.3% | $89.68万 | 加仓 |
| Z | ZILLOW GROUP INC | $116.88万 | 0.11% | 36,309 | 1,417 | 4.1% | $4.56万 | 加仓 |