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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $24.59万 | 0.02% | 707 | 9 | 1.3% | $3,130 | 加仓 |
| WU | WESTERN UN CO | $24.56万 | 0.02% | 31,329 | 10,821 | 52.8% | $8.48万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $24.46万 | 0.02% | 9,286 | 9,286 | — | $24.46万 | 新建仓 |
| IEI | ISHARES TR | $24.40万 | 0.02% | 2,090 | -38 | -1.8% | -$4,437 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $24.32万 | 0.02% | 4,104 | 223 | 5.7% | $1.32万 | 加仓 |
| CRM | SALESFORCE INC | $24.22万 | 0.02% | 1,483 | -1,413 | -48.8% | -$23.07万 | 减仓 |
| SHYG | ISHARES TR | $24.17万 | 0.02% | 5,724 | 106 | 1.9% | $4,476 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $24.05万 | 0.02% | 4,087 | -125 | -3.0% | -$7,355 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.99万 | 0.02% | 7,104 | 7,104 | — | $23.99万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $23.95万 | 0.02% | 2,495 | -528 | -17.5% | -$5.07万 | 减仓 |
| IGSB | ISHARES TR | $23.73万 | 0.02% | 4,552 | -321 | -6.6% | -$1.67万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $23.31万 | 0.02% | 11,090 | 11,090 | — | $23.31万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.30万 | 0.02% | 6,252 | -634 | -9.2% | -$2.36万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $23.25万 | 0.02% | 697 | 45 | 6.9% | $1.50万 | 加仓 |
| UGI | UGI CORP NEW | $23.23万 | 0.02% | 6,481 | -467 | -6.7% | -$1.67万 | 减仓 |
| PBFR | PGIM ROCK ETF TR | $23.22万 | 0.02% | 7,543 | 7,543 | — | $23.22万 | 新建仓 |
| ESML | ISHARES TR | $23.16万 | 0.02% | 4,236 | 11 | 0.3% | $601 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $23.13万 | 0.02% | 1,714 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $23.01万 | 0.02% | 6,040 | 6,040 | — | $23.01万 | 新建仓 |
| TXT | TEXTRON INC | $22.91万 | 0.02% | 2,520 | -12 | -0.5% | -$1,091 | 减仓 |
| — | ARROWMARK FINANCIAL CORP | $22.78万 | 0.02% | 11,388 | -1,917 | -14.4% | -$3.83万 | 减仓 |
| LMB | LIMBACH HLDGS INC | $22.67万 | 0.02% | 3,000 | -126 | -4.0% | -$9,522 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $22.60万 | 0.02% | 2,542 | 2,542 | — | $22.60万 | 新建仓 |
| — | VANECK FDS | $22.34万 | 0.02% | 5,415 | 5,415 | — | $22.34万 | 新建仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $22.26万 | 0.02% | 5,375 | -231 | -4.1% | -$9,567 | 减仓 |
| — | DFA INVT DIMENSIONS GROUP IN | $22.21万 | 0.02% | 3,693 | 3,693 | — | $22.21万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $22.13万 | 0.02% | 1,128 | 1,128 | — | $22.13万 | 新建仓 |
| SLB | SLB LIMITED | $22.07万 | 0.02% | 4,620 | 504 | 12.2% | $2.41万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $21.98万 | 0.02% | 13,453 | -1,394 | -9.4% | -$2.28万 | 减仓 |
| VV | VANGUARD INDEX FDS | $21.87万 | 0.02% | 629 | 629 | — | $21.87万 | 新建仓 |
| PAYX | PAYCHEX INC | $21.79万 | 0.02% | 2,027 | 2,027 | — | $21.79万 | 新建仓 |
| GLDM | WORLD GOLD TR | $21.57万 | 0.02% | 2,654 | 2,654 | — | $21.57万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.53万 | 0.02% | 5,836 | -330 | -5.4% | -$1.22万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.51万 | 0.02% | 6,100 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $21.48万 | 0.02% | 1,703 | 1,703 | — | $21.48万 | 新建仓 |
| RHI | ROBERT HALF INC. | $21.44万 | 0.02% | 6,615 | 6,615 | — | $21.44万 | 新建仓 |
| EWC | ISHARES INC | $21.42万 | 0.02% | 3,653 | -33 | -0.9% | -$1,935 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $21.38万 | 0.02% | 3,260 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $21.37万 | 0.02% | 707 | 707 | — | $21.37万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $21.37万 | 0.02% | 496 | 5 | 1.0% | $2,154 | 加仓 |
| CNC | CENTENE CORP DEL | $21.33万 | 0.02% | 3,166 | 3,166 | — | $21.33万 | 新建仓 |
| SYY | SYSCO CORP | $21.28万 | 0.02% | 2,540 | -19,104 | -88.3% | -$160.05万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $21.25万 | 0.02% | 4,397 | 4,397 | — | $21.25万 | 新建仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $21.22万 | 0.02% | 6,979 | 6,979 | — | $21.22万 | 新建仓 |
| IJUL | INNOVATOR ETFS TRUST | $21.12万 | 0.02% | 5,845 | 5,845 | — | $21.12万 | 新建仓 |
| PSFF | PACER FDS TR | $21.12万 | 0.02% | 6,132 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $21.11万 | 0.02% | 1,846 | -27 | -1.4% | -$3,087 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $21.02万 | 0.02% | 3,793 | 3,793 | — | $21.02万 | 新建仓 |
| GDX | VANECK ETF TRUST | $20.92万 | 0.02% | 2,770 | -706 | -20.3% | -$5.33万 | 减仓 |
| DVY | ISHARES TR | $20.84万 | 0.02% | 1,307 | 1,307 | — | $20.84万 | 新建仓 |
| EWY | ISHARES INC | $20.81万 | 0.02% | 1,134 | 1,134 | — | $20.81万 | 新建仓 |
| IXUS | ISHARES TR | $20.69万 | 0.02% | 2,172 | 2,172 | — | $20.69万 | 新建仓 |
| HAPI | HARBOR ETF TRUST | $20.69万 | 0.02% | 4,598 | -5,190 | -53.0% | -$23.35万 | 减仓 |
| — | BELPOINTE PREP LLC | $20.60万 | 0.02% | 4,557 | -1 | -0.0% | -$45 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $20.48万 | 0.02% | 1,844 | 1,844 | — | $20.48万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $20.43万 | 0.02% | 4,499 | 4,499 | — | $20.43万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.35万 | 0.02% | 7,726 | -2,738 | -26.2% | -$7.21万 | 减仓 |
| CGNX | COGNEX CORP | $20.32万 | 0.02% | 3,044 | 3,044 | — | $20.32万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $20.28万 | 0.02% | 2,477 | 2,477 | — | $20.28万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $20.21万 | 0.02% | 2,230 | 2,230 | — | $20.21万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.15万 | 0.02% | 940 | -199 | -17.5% | -$4.27万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.08万 | 0.02% | 4,834 | -1,275 | -20.9% | -$5.30万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $20.05万 | 0.02% | 6,680 | -2,449 | -26.8% | -$7.35万 | 减仓 |
| QYLD | GLOBAL X FDS | $18.56万 | 0.02% | 10,064 | -309 | -3.0% | -$5,697 | 减仓 |
| — | ADURO CLEAN TECHNOLOGIES INC | $16.12万 | 0.02% | 10,000 | 10,000 | — | $16.12万 | 新建仓 |
| NOK | NOKIA CORP | $13.20万 | 0.01% | 10,608 | 10,608 | — | $13.20万 | 新建仓 |
| KOPN | KOPIN CORP | $11.60万 | 0.01% | 28,685 | 11,185 | 63.9% | $4.52万 | 加仓 |
| — | VANECK SOLANA TR | $11.47万 | 0.01% | 11,021 | 11,021 | — | $11.47万 | 新建仓 |
| STLA | STELLANTIS N.V | $10.86万 | 0.01% | 19,754 | -5,482 | -21.7% | -$3.02万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $10.81万 | 0.01% | 14,163 | 160 | 1.1% | $1,221 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $9.70万 | 0.01% | 10,690 | -1,358 | -11.3% | -$1.23万 | 重新持有 |
| ONDS | ONDAS INC | $7.82万 | 0.01% | 10,766 | 10,766 | — | $7.82万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $6.20万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $6.03万 | 0.01% | 15,000 | 15,000 | — | $6.03万 | 新建仓 |
| — | MYOMO INC | $2.32万 | 0.00% | 21,120 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC | $1.91万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -77,584 | -100.0% | -$1,183.66万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -235,150 | -100.0% | -$630.11万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -1,331 | -100.0% | -$156.00万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -6,985 | -100.0% | -$147.39万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -8,248 | -100.0% | -$141.19万 | 清仓 |
| HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | -18,263 | -100.0% | -$137.59万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -24,626 | -100.0% | -$133.53万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -2,434 | -100.0% | -$130.58万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -37,469 | -100.0% | -$127.73万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -14,141 | -100.0% | -$116.54万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -6,860 | -100.0% | -$112.69万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -1,223 | -100.0% | -$80.89万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -850 | -100.0% | -$62.77万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -25,602 | -100.0% | -$62.01万 | 清仓 |
| DSTL | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -6,627 | -100.0% | -$38.16万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,064 | -100.0% | -$37.01万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,309 | -100.0% | -$36.91万 | 清仓 |
| CXW | CORECIVIC INC | $0 | 0.00% | 0 | -17,612 | -100.0% | -$35.08万 | 清仓 |
| OSEA | HARBOR ETF TRUST | $0 | 0.00% | 0 | -11,379 | -100.0% | -$34.76万 | 清仓 |
| — | HARBOR ETF TRUST | $0 | 0.00% | 0 | -7,981 | -100.0% | -$32.61万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -5,623 | -100.0% | -$31.91万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -12,442 | -100.0% | -$30.92万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -1,018 | -100.0% | -$26.62万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -3,305 | -100.0% | -$24.14万 | 清仓 |