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 |
|---|---|---|---|---|---|---|---|---|
| SEIM | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -4,915 | -100.0% | -$23.94万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -475 | -100.0% | -$23.70万 | 清仓 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -1,964 | -100.0% | -$23.56万 | 清仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -5,541 | -100.0% | -$23.47万 | 清仓 |
| RUNN | STRATEGIC TRUST | $0 | 0.00% | 0 | -7,119 | -100.0% | -$23.36万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -485 | -100.0% | -$23.11万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -4,299 | -100.0% | -$22.82万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,384 | -100.0% | -$22.64万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -976 | -100.0% | -$22.41万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -8,117 | -100.0% | -$21.62万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,444 | -100.0% | -$21.25万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,917 | -100.0% | -$21.16万 | 清仓 |
| NTSI | WISDOMTREE TR | $0 | 0.00% | 0 | -4,599 | -100.0% | -$21.11万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -4,213 | -100.0% | -$21.09万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,202 | -100.0% | -$20.87万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -277 | -100.0% | -$20.74万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,295 | -100.0% | -$20.35万 | 清仓 |