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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $62.11万 | 0.06% | 8,918 | 819 | 10.1% | $5.70万 | 加仓 |
| PSX | PHILLIPS 66 | $62.04万 | 0.06% | 3,293 | 316 | 10.6% | $5.95万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $61.98万 | 0.06% | 7,570 | -1,262 | -14.3% | -$10.33万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $61.73万 | 0.06% | 5,986 | -135 | -2.2% | -$1.39万 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $61.47万 | 0.06% | 47,462 | 14,851 | 45.5% | $19.23万 | 加仓 |
| VLO | VALERO ENERGY CORP | $61.05万 | 0.06% | 2,175 | 138 | 6.8% | $3.87万 | 加仓 |
| IYW | ISHARES TR | $60.60万 | 0.06% | 2,423 | -38 | -1.5% | -$9,503 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $60.58万 | 0.06% | 9,749 | -1,078 | -10.0% | -$6.70万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $60.48万 | 0.06% | 8,318 | 140 | 1.7% | $1.02万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $59.85万 | 0.06% | 2,479 | -174 | -6.6% | -$4.20万 | 减仓 |
| MGC | VANGUARD WORLD FD | $59.76万 | 0.06% | 2,159 | 110 | 5.4% | $3.04万 | 加仓 |
| BALL | BALL CORP | $59.56万 | 0.06% | 9,655 | 1,585 | 19.6% | $9.78万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $58.98万 | 0.06% | 4,759 | 1,721 | 56.6% | $21.33万 | 加仓 |
| DG | DOLLAR GEN CORP | $58.71万 | 0.06% | 4,937 | 1,738 | 54.3% | $20.67万 | 加仓 |
| EIX | EDISON INTL | $58.56万 | 0.06% | 7,787 | -114 | -1.4% | -$8,573 | 减仓 |
| UNM | UNUM GROUP | $58.50万 | 0.06% | 6,686 | 347 | 5.5% | $3.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $57.91万 | 0.06% | 7,770 | 2,498 | 47.4% | $18.62万 | 加仓 |
| — | GRAYSCALE CHAINLINK TR ETF | $57.48万 | 0.05% | 81,763 | 16,754 | 25.8% | $11.78万 | 加仓 |
| TBIL | RBB FD INC | $57.22万 | 0.05% | 11,461 | 101 | 0.9% | $5,043 | 加仓 |
| RKLB | ROCKET LAB CORP | $57.04万 | 0.05% | 7,038 | 578 | 8.9% | $4.68万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $56.82万 | 0.05% | 9,213 | 3,443 | 59.7% | $21.24万 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $56.49万 | 0.05% | 43,862 | -7,212 | -14.1% | -$9.29万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $56.35万 | 0.05% | 5,030 | 818 | 19.4% | $9.16万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $56.14万 | 0.05% | 1,067 | 65 | 6.5% | $3.42万 | 加仓 |
| WM | WASTE MGMT INC DEL | $56.02万 | 0.05% | 2,401 | -51 | -2.1% | -$1.19万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $55.84万 | 0.05% | 52,630 | -3,166 | -5.7% | -$3.36万 | 减仓 |
| NUE | NUCOR CORP | $55.07万 | 0.05% | 2,422 | -127 | -5.0% | -$2.89万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $54.76万 | 0.05% | 2,493 | 2,493 | — | $54.76万 | 新建仓 |
| BA | BOEING CO | $54.57万 | 0.05% | 2,455 | 492 | 25.1% | $10.94万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $54.26万 | 0.05% | 5,019 | 284 | 6.0% | $3.07万 | 加仓 |
| HSY | HERSHEY CO | $53.95万 | 0.05% | 3,107 | 402 | 14.9% | $6.98万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $53.94万 | 0.05% | 21,681 | 87 | 0.4% | $2,165 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $53.84万 | 0.05% | 10,051 | -285 | -2.8% | -$1.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $53.05万 | 0.05% | 7,473 | -3,692 | -33.1% | -$26.21万 | 减仓 |
| EMR | EMERSON ELEC CO | $53.00万 | 0.05% | 3,816 | 493 | 14.8% | $6.85万 | 加仓 |
| HUBB | HUBBELL INC | $52.98万 | 0.05% | 1,079 | -30 | -2.7% | -$1.47万 | 减仓 |
| CVS | CVS HEALTH CORP | $52.91万 | 0.05% | 5,081 | 621 | 13.9% | $6.47万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $52.46万 | 0.05% | 2,169 | 439 | 25.4% | $10.62万 | 加仓 |
| VHT | VANGUARD WORLD FD | $52.38万 | 0.05% | 1,726 | 101 | 6.2% | $3.06万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $51.90万 | 0.05% | 4,910 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $51.78万 | 0.05% | 2,267 | -341 | -13.1% | -$7.79万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $51.66万 | 0.05% | 5,137 | 5,137 | — | $51.66万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $51.65万 | 0.05% | 10,894 | 10,894 | — | $51.65万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $51.18万 | 0.05% | 4,316 | -124 | -2.8% | -$1.47万 | 减仓 |
| LZ | LEGALZOOM COM INC | $50.87万 | 0.05% | 70,166 | -8,375 | -10.7% | -$6.07万 | 减仓 |
| WPC | WP CAREY INC | $50.81万 | 0.05% | 7,091 | 1,484 | 26.5% | $10.63万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $50.17万 | 0.05% | 9,925 | -1,035 | -9.4% | -$5.23万 | 减仓 |
| NOW | SERVICENOW INC | $49.73万 | 0.05% | 4,617 | 812 | 21.3% | $8.75万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $49.44万 | 0.05% | 3,061 | 466 | 18.0% | $7.53万 | 加仓 |
| CCI | CROWN CASTLE INC | $49.08万 | 0.05% | 6,163 | 114 | 1.9% | $9,079 | 加仓 |
| PFXF | VANECK ETF TRUST | $49.03万 | 0.05% | 27,515 | 27,515 | — | $49.03万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $49.00万 | 0.05% | 20,790 | 2,651 | 14.6% | $6.25万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $48.88万 | 0.05% | 11,950 | 84 | 0.7% | $3,436 | 加仓 |
| DHR | DANAHER CORP DEL | $48.79万 | 0.05% | 2,452 | 372 | 17.9% | $7.40万 | 加仓 |
| EEM | ISHARES TR | $48.69万 | 0.05% | 7,278 | 2,682 | 58.4% | $17.94万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $48.39万 | 0.05% | 9,770 | 1,125 | 13.0% | $5.57万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $48.24万 | 0.05% | 23,373 | 23,373 | — | $48.24万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $48.11万 | 0.05% | 1,914 | 233 | 13.9% | $5.86万 | 加仓 |
| RBC | RBC BEARINGS INC | $47.94万 | 0.05% | 805 | 83 | 11.5% | $4.94万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $47.86万 | 0.05% | 5,549 | -306 | -5.2% | -$2.64万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $47.79万 | 0.05% | 9,940 | -4,685 | -32.0% | -$22.52万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $47.67万 | 0.05% | 10,152 | -15,710 | -60.7% | -$73.78万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $47.58万 | 0.05% | 7,740 | -760 | -8.9% | -$4.67万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.56万 | 0.05% | 8,259 | 1,371 | 19.9% | $7.89万 | 加仓 |
| CTAS | CINTAS CORP | $47.55万 | 0.05% | 2,648 | -338 | -11.3% | -$6.07万 | 减仓 |
| PHM | PULTE GROUP INC | $47.53万 | 0.05% | 3,811 | 542 | 16.6% | $6.76万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $47.35万 | 0.05% | 16,225 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $47.00万 | 0.04% | 5,704 | 0 | 0.0% | — | 不变 |
| MAYT | AIM ETF PRODUCTS TRUST | $46.80万 | 0.04% | 11,929 | 3,301 | 38.3% | $12.95万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $46.50万 | 0.04% | 1,680 | 276 | 19.7% | $7.64万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $46.13万 | 0.04% | 3,036 | 383 | 14.4% | $5.82万 | 加仓 |
| CMS | CMS ENERGY CORP | $45.66万 | 0.04% | 6,056 | 194 | 3.3% | $1.46万 | 加仓 |
| COWZ | PACER FDS TR | $45.28万 | 0.04% | 7,068 | 976 | 16.0% | $6.25万 | 加仓 |
| BP | BP PLC | $44.77万 | 0.04% | 11,420 | 138 | 1.2% | $5,410 | 加仓 |
| SHOP | SHOPIFY INC | $44.70万 | 0.04% | 3,648 | -37 | -1.0% | -$4,534 | 减仓 |
| GOVT | ISHARES TR | $44.24万 | 0.04% | 19,588 | -1,016 | -4.9% | -$2.29万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $43.92万 | 0.04% | 4,425 | -507 | -10.3% | -$5.03万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $43.76万 | 0.04% | 9,489 | -373 | -3.8% | -$1.72万 | 减仓 |
| BE | BLOOM ENERGY CORP | $43.71万 | 0.04% | 1,787 | 1,787 | — | $43.71万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $43.09万 | 0.04% | 7,735 | 414 | 5.7% | $2.31万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $42.71万 | 0.04% | 7,345 | 2,898 | 65.2% | $16.85万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $42.36万 | 0.04% | 5,511 | 2,727 | 98.0% | $20.96万 | 加仓 |
| KEY | KEYCORP | $42.32万 | 0.04% | 18,162 | 304 | 1.7% | $7,083 | 加仓 |
| CAIE | CALAMOS ETF TR | $41.96万 | 0.04% | 15,465 | 6,798 | 78.4% | $18.44万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $41.87万 | 0.04% | 1,516 | 150 | 11.0% | $4.14万 | 加仓 |
| WELL | WELLTOWER INC | $41.82万 | 0.04% | 1,806 | -22 | -1.2% | -$5,094 | 减仓 |
| QUAL | ISHARES TR | $41.04万 | 0.04% | 1,868 | 677 | 56.8% | $14.87万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.02万 | 0.04% | 15,058 | 2,201 | 17.1% | $6.00万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $40.90万 | 0.04% | 10,977 | -9,029 | -45.1% | -$33.64万 | 减仓 |
| QLD | PROSHARES TR | $40.85万 | 0.04% | 4,360 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $40.71万 | 0.04% | 3,403 | 3,403 | — | $40.71万 | 新建仓 |
| — | ETF SER SOLUTIONS | $40.69万 | 0.04% | 9,920 | -15,991 | -61.7% | -$65.60万 | 减仓 |
| OKE | ONEOK INC NEW | $40.61万 | 0.04% | 4,516 | 1,602 | 55.0% | $14.41万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $40.40万 | 0.04% | 2,005 | 309 | 18.2% | $6.23万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $40.40万 | 0.04% | 3,371 | -1,487 | -30.6% | -$17.82万 | 减仓 |
| EWJ | ISHARES INC | $40.29万 | 0.04% | 4,261 | 85 | 2.0% | $8,037 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $40.06万 | 0.04% | 10,206 | 1,581 | 18.3% | $6.21万 | 加仓 |
| IWR | ISHARES TR | $39.89万 | 0.04% | 3,626 | 3,626 | — | $39.89万 | 新建仓 |
| HON | HONEYWELL INTL INC | $39.46万 | 0.04% | 1,743 | -1,793 | -50.7% | -$40.59万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $39.33万 | 0.04% | 7,915 | 7,915 | — | $39.33万 | 新建仓 |