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 |
|---|---|---|---|---|---|---|---|---|
| IBRX | IMMUNITYBIO INC | $52.82万 | 0.06% | 70,626 | -489,374 | -87.4% | -$365.98万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $52.62万 | 0.06% | 50,162 | 3,375 | 7.2% | $3.54万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.46万 | 0.06% | 1,202 | -60 | -4.8% | -$2.62万 | 减仓 |
| CI | THE CIGNA GROUP | $52.43万 | 0.06% | 1,932 | 384 | 24.8% | $10.42万 | 加仓 |
| BP | BP PLC | $52.39万 | 0.06% | 11,282 | 95 | 0.8% | $4,412 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $52.33万 | 0.06% | 8,099 | 1,080 | 15.4% | $6.98万 | 加仓 |
| CTAS | CINTAS CORP | $52.22万 | 0.06% | 2,986 | -121 | -3.9% | -$2.12万 | 减仓 |
| CCI | CROWN CASTLE INC | $52.20万 | 0.06% | 6,049 | 1,354 | 28.8% | $11.68万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $52.02万 | 0.06% | 12,517 | 5,226 | 71.7% | $21.72万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $51.89万 | 0.06% | 4,910 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $50.88万 | 0.06% | 10,336 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $50.69万 | 0.06% | 2,049 | 47 | 2.3% | $1.16万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $50.67万 | 0.06% | 18,139 | 2,118 | 13.2% | $5.92万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $50.64万 | 0.06% | 4,858 | -344 | -6.6% | -$3.59万 | 减仓 |
| BALL | BALL CORP | $50.27万 | 0.06% | 8,070 | 8,070 | — | $50.27万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $50.06万 | 0.06% | 18,666 | 18,666 | — | $50.06万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $49.95万 | 0.06% | 1,870 | -332 | -15.1% | -$8.87万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.84万 | 0.06% | 1,002 | 126 | 14.4% | $6.27万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $49.70万 | 0.06% | 2,608 | -1,140 | -30.4% | -$21.72万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $49.56万 | 0.06% | 3,856 | 1,415 | 58.0% | $18.19万 | 加仓 |
| ASML | ASML HLDG NV | $49.53万 | 0.06% | 337 | 85 | 33.7% | $12.49万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $49.15万 | 0.06% | 1,813 | 722 | 66.2% | $19.57万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $49.05万 | 0.06% | 4,735 | 2,345 | 98.1% | $24.29万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $48.86万 | 0.06% | 11,866 | -254 | -2.1% | -$1.05万 | 减仓 |
| VLO | VALERO ENERGY CORP | $48.64万 | 0.06% | 2,037 | 76 | 3.9% | $1.81万 | 加仓 |
| UNM | UNUM GROUP | $48.60万 | 0.06% | 6,339 | 3,207 | 102.4% | $24.59万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $48.16万 | 0.06% | 1,681 | -152 | -8.3% | -$4.36万 | 减仓 |
| IYW | ISHARES TR | $47.81万 | 0.06% | 2,461 | 369 | 17.6% | $7.17万 | 加仓 |
| CRM | SALESFORCE INC | $47.78万 | 0.06% | 2,896 | 606 | 26.5% | $10.00万 | 加仓 |
| EMR | EMERSON ELEC CO | $47.78万 | 0.06% | 3,323 | -193 | -5.5% | -$2.78万 | 减仓 |
| NUE | NUCOR CORP | $47.44万 | 0.06% | 2,549 | -34 | -1.3% | -$6,328 | 减仓 |
| PSX | PHILLIPS 66 | $47.42万 | 0.06% | 2,977 | 92 | 3.2% | $1.47万 | 加仓 |
| GOVT | ISHARES TR | $47.13万 | 0.06% | 20,604 | 801 | 4.0% | $1.83万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $46.77万 | 0.06% | 21,594 | 32 | 0.1% | $693 | 加仓 |
| CMS | CMS ENERGY CORP | $46.54万 | 0.06% | 5,862 | 95 | 1.6% | $7,542 | 加仓 |
| USIG | ISHARES TR | $45.70万 | 0.05% | 8,907 | 630 | 7.6% | $3.23万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.68万 | 0.05% | 2,062 | -1,778 | -46.3% | -$39.39万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $45.45万 | 0.05% | 4,932 | 1,722 | 53.6% | $15.87万 | 加仓 |
| NEM | NEWMONT CORP | $45.30万 | 0.05% | 3,749 | 3,749 | — | $45.30万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $44.49万 | 0.05% | 1,625 | 196 | 13.7% | $5.37万 | 加仓 |
| LZ | LEGALZOOM COM INC | $44.06万 | 0.05% | 78,541 | 17,165 | 28.0% | $9.63万 | 加仓 |
| RKLB | ROCKET LAB CORP | $43.96万 | 0.05% | 6,460 | -647 | -9.1% | -$4.40万 | 减仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $43.66万 | 0.05% | 18,738 | -14,316 | -43.3% | -$33.36万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $43.23万 | 0.05% | 9,862 | 4,164 | 73.1% | $18.25万 | 加仓 |
| RBC | RBC BEARINGS INC | $43.19万 | 0.05% | 722 | 722 | — | $43.19万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $43.08万 | 0.05% | 5,842 | 607 | 11.6% | $4.48万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $42.87万 | 0.05% | 5,822 | -1,735 | -23.0% | -$12.78万 | 减仓 |
| BA | BOEING CO | $42.72万 | 0.05% | 1,963 | 21 | 1.1% | $4,570 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $42.56万 | 0.05% | 16,225 | -766 | -4.5% | -$2.01万 | 减仓 |
| RIO | RIO TINTO PLC | $42.07万 | 0.05% | 4,282 | -1,655 | -27.9% | -$16.26万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $42.03万 | 0.05% | 2,332 | -1,513 | -39.3% | -$27.27万 | 减仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $41.03万 | 0.05% | 35,799 | 10,799 | 43.2% | $12.38万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $41.01万 | 0.05% | 8,645 | 2,341 | 37.1% | $11.10万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $40.91万 | 0.05% | 2,653 | 181 | 7.3% | $2.79万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $40.86万 | 0.05% | 22,698 | -139 | -0.6% | -$2,502 | 减仓 |
| SHOP | SHOPIFY INC | $40.83万 | 0.05% | 3,685 | 242 | 7.0% | $2.68万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $40.62万 | 0.05% | 4,440 | 4,440 | — | $40.62万 | 新建仓 |
| XT | ISHARES TR | $40.48万 | 0.05% | 5,704 | 0 | 0.0% | — | 不变 |
| HAPI | HARBOR ETF TRUST | $40.42万 | 0.05% | 9,788 | -6,474 | -39.8% | -$26.73万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.38万 | 0.05% | 6,888 | 541 | 8.5% | $3.17万 | 加仓 |
| WPC | WP CAREY INC | $40.16万 | 0.05% | 5,607 | 819 | 17.1% | $5.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $40.05万 | 0.05% | 10,562 | 10,562 | — | $40.05万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $39.81万 | 0.05% | 7,063 | -523 | -6.9% | -$2.95万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.52万 | 0.05% | 10,061 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $39.48万 | 0.05% | 2,080 | 226 | 12.2% | $4.29万 | 加仓 |
| PHM | PULTE GROUP INC | $39.36万 | 0.05% | 3,269 | -51 | -1.5% | -$6,140 | 减仓 |
| GCOW | PACER FDS TR | $39.01万 | 0.05% | 8,412 | 2,053 | 32.3% | $9.52万 | 加仓 |
| IWV | ISHARES TR | $38.94万 | 0.05% | 1,007 | 25 | 2.5% | $9,668 | 加仓 |
| RBLX | ROBLOX CORP | $38.63万 | 0.05% | 6,949 | 6,949 | — | $38.63万 | 新建仓 |
| KEY | KEYCORP | $38.32万 | 0.05% | 17,858 | 2,193 | 14.0% | $4.71万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $38.16万 | 0.05% | 6,627 | -3,067 | -31.6% | -$17.66万 | 减仓 |
| WELL | WELLTOWER INC | $37.96万 | 0.05% | 1,828 | 81 | 4.6% | $1.68万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $37.88万 | 0.05% | 2,595 | 1,181 | 83.5% | $17.24万 | 加仓 |
| COWZ | PACER FDS TR | $37.46万 | 0.05% | 6,092 | -828 | -12.0% | -$5.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $37.38万 | 0.04% | 9,270 | -201 | -2.1% | -$8,106 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $37.21万 | 0.04% | 5,272 | -2,831 | -34.9% | -$19.98万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $37.17万 | 0.04% | 7,321 | -1,337 | -15.4% | -$6.79万 | 减仓 |
| DG | DOLLAR GEN CORP | $37.03万 | 0.04% | 3,199 | -2,282 | -41.6% | -$26.42万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $37.01万 | 0.04% | 12,064 | 1,961 | 19.4% | $6.02万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $36.91万 | 0.04% | 7,309 | 23 | 0.3% | $1,162 | 加仓 |
| EWJ | ISHARES INC | $36.80万 | 0.04% | 4,176 | 1,293 | 44.8% | $11.40万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $36.65万 | 0.04% | 1,404 | 43 | 3.2% | $1.12万 | 加仓 |
| IWM | ISHARES TR | $36.56万 | 0.04% | 1,399 | 398 | 39.8% | $10.40万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $36.22万 | 0.04% | 2,987 | 44 | 1.5% | $5,336 | 加仓 |
| ETR | ENTERGY CORP NEW | $35.67万 | 0.04% | 3,060 | 3,060 | — | $35.67万 | 新建仓 |
| CVS | CVS HEALTH CORP | $35.38万 | 0.04% | 4,460 | 4,460 | — | $35.38万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $35.35万 | 0.04% | 16,192 | 16,192 | — | $35.35万 | 新建仓 |
| CXW | CORECIVIC INC | $35.08万 | 0.04% | 17,612 | 1,016 | 6.1% | $2.02万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $34.85万 | 0.04% | 3,038 | 1,171 | 62.7% | $13.43万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $34.76万 | 0.04% | 11,379 | -9,016 | -44.2% | -$27.54万 | 减仓 |
| PPL | PPL CORP | $34.60万 | 0.04% | 8,727 | 8,727 | — | $34.60万 | 新建仓 |
| GDX | VANECK ETF TRUST | $34.55万 | 0.04% | 3,476 | 3,476 | — | $34.55万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $34.28万 | 0.04% | 9,290 | 288 | 3.2% | $1.06万 | 加仓 |
| FE | FIRSTENERGY CORP | $34.28万 | 0.04% | 6,666 | 6,666 | — | $34.28万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $33.90万 | 0.04% | 12,857 | 2,580 | 25.1% | $6.80万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $33.49万 | 0.04% | 1,127 | -55 | -4.7% | -$1.63万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $33.46万 | 0.04% | 5,770 | -159 | -2.7% | -$9,221 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $33.18万 | 0.04% | 1,366 | 6 | 0.4% | $1,458 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $32.78万 | 0.04% | 14,923 | 14,923 | — | $32.78万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $32.74万 | 0.04% | 1,696 | 10 | 0.6% | $1,930 | 加仓 |