13F 机构持仓

Access Investment Management LLC

ATLANTA GA · SEC CIK 0002010477

2026Q22026Q1 更早 9 个季度 🔒
$3.76亿2026Q1 申报市值
157持仓数
43.6%前十大占比 · 第一大 8.3%
16 / 26新建仓 / 清仓
申报市值走势$3.91亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JBL 8.3%
URI 6.2%
SF 4.2%
APO 4.2%
SON 4.2%
WLY 3.7%
C 3.6%
EWBC 3.6%
DFIN 2.9%
JPM 2.8%

2026Q1 买入最多 按季末市值估算

WLY 加仓+$802.31万
PVH 新建仓+$753.06万
DXC 新建仓+$625.57万
OMC 加仓+$430.66万
CTSH 加仓+$415.37万

2026Q1 卖出最多 按季末市值估算

SW 减仓-$739.62万
TPB 减仓-$358.05万
BBWI 清仓-$350.61万
WHR 减仓-$322.36万
UTHR 减仓-$317.19万

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
BBWI BATH & BODY WORKS INC $00.00%0 -136,105-100.0% -$350.61万 清仓
OSPN ONESPAN INC $00.00%0 -65,695-100.0% -$104.39万 清仓
— MASTECH DIGITAL INC $00.00%0 -119,475-100.0% -$91.09万 清仓
GM GENERAL MTRS CO $00.00%0 -14,000-100.0% -$85.36万 清仓
DAN DANA INC $00.00%0 -35,982-100.0% -$72.11万 清仓
— BLACKROCK TCP CAPITAL CORP $00.00%0 -54,300-100.0% -$33.67万 清仓
ORCL ORACLE CORP $00.00%0 -195-100.0% -$5.48万 清仓
PGR PROGRESSIVE CORP $00.00%0 -191-100.0% -$4.72万 清仓
SO SOUTHERN CO $00.00%0 -441-100.0% -$4.18万 清仓
UNP UNION PAC CORP $00.00%0 -138-100.0% -$3.26万 清仓
WMT WALMART INC $00.00%0 -261-100.0% -$2.69万 清仓
MAR MARRIOTT INTL INC NEW $00.00%0 -84-100.0% -$2.19万 清仓
CRM SALESFORCE INC $00.00%0 -89-100.0% -$2.11万 清仓
— OFS CAP CORP $00.00%0 -2,500-100.0% -$1.92万 清仓
AVGO BROADCOM INC $00.00%0 -55-100.0% -$1.81万 清仓
QCOM QUALCOMM INC $00.00%0 -97-100.0% -$1.61万 清仓
FOXF FOX FACTORY HLDG CORP $00.00%0 -585-100.0% -$1.42万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -44-100.0% -$1.29万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -62-100.0% -$1.11万 清仓
DE DEERE & CO $00.00%0 -21-100.0% -$9,603 清仓
YUM YUM BRANDS INC $00.00%0 -61-100.0% -$9,272 清仓
XYZ BLOCK INC $00.00%0 -114-100.0% -$8,239 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -104-100.0% -$6,975 清仓
EBAY EBAY INC. $00.00%0 -73-100.0% -$6,640 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -56-100.0% -$6,300 清仓
NFLX NETFLIX INC $00.00%0 -62-100.0% -$5,813 清仓
QQQ INVESCO QQQ TR $1,7320.00%3 3— $1,732 新建仓
KBWB INVESCO EXCH TRADED FD TR II $4,7480.00%60 00.0% — 不变
MA MASTERCARD INCORPORATED $4,9970.00%10 00.0% — 不变
IYH ISHARES TR $7,7050.00%125 00.0% — 不变
MPAA MOTORCAR PTS AMER INC $8,6830.00%785 -770-49.5% -$8,517 减仓
IIIN INSTEEL INDS INC $8,9070.00%265 155140.9% $5,210 加仓
CMI CUMMINS INC $9,6850.00%18 00.0% — 不变
WM WASTE MGMT INC DEL $1.08万0.00%47 00.0% — 不变
SEIC SEI INVTS CO $1.08万0.00%138 00.0% — 不变
F FORD MTR CO $1.15万0.00%1,000 00.0% — 不变
BLK BLACKROCK INC $1.15万0.00%12 00.0% — 不变
TJX TJX COS INC NEW $1.17万0.00%73 00.0% — 不变
LIN LINDE PLC $1.19万0.00%24 00.0% — 不变
KO COCA COLA CO $1.25万0.00%165 00.0% — 不变
ETR ENTERGY CORP NEW $1.28万0.00%114 00.0% — 不变
CME CME GROUP INC $1.42万0.00%48 00.0% — 不变
NVS NOVARTIS AG $1.42万0.00%93 00.0% — 不变
III INFORMATION SVCS GROUP INC $1.47万0.00%3,825 -1,015-21.0% -$3,898 减仓
NOC NORTHROP GRUMMAN CORP $1.50万0.00%22 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $1.58万0.00%65 00.0% — 不变
T AT&T INC $1.70万0.00%586 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $1.78万0.00%150 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $1.91万0.01%92 00.0% — 不变
ETN EATON CORP PLC $1.97万0.01%55 00.0% — 不变
XLF SELECT SECTOR SPDR TR $1.97万0.01%400 00.0% — 不变
AON AON PLC $2.00万0.01%62 00.0% — 不变
— ACORN ENERGY INC $2.04万0.01%1,200 32036.4% $5,440 加仓
PH PARKER-HANNIFIN CORP $2.06万0.01%23 00.0% — 不变
LOW LOWES COS INC $2.08万0.01%88 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $2.08万0.01%45 00.0% — 不变
ADSK AUTODESK INC $2.15万0.01%90 00.0% — 不变
CSCO CISCO SYS INC $2.28万0.01%294 00.0% — 不变
AXP AMERICAN EXPRESS CO $2.48万0.01%82 00.0% — 不变
WFC WELLS FARGO & CO $2.52万0.01%316 00.0% — 不变
EWW ISHARES INC $2.60万0.01%345 15076.9% $1.13万 加仓
SPY STATE STR SPDR S&P 500 ETF T $2.60万0.01%40 00.0% — 不变
NDAQ NASDAQ INC $2.62万0.01%309 00.0% — 不变
D DOMINION ENERGY INC $2.63万0.01%425 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $2.68万0.01%60 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $2.91万0.01%401 00.0% — 不变
OKE ONEOK INC NEW $3.07万0.01%340 -70-17.1% -$6,326 减仓
ABT ABBOTT LABORATORIES $3.29万0.01%320 00.0% — 不变
DUK DUKE ENERGY CORP NEW $3.43万0.01%262 00.0% — 不变
IWD ISHARES TR $3.85万0.01%180 00.0% — 不变
RTX RTX CORPORATION $4.07万0.01%211 00.0% — 不变
GD GENERAL DYNAMICS CORP $4.08万0.01%119 00.0% — 不变
NVDA NVIDIA CORPORATION $4.19万0.01%240 -200-45.5% -$3.49万 减仓
META META PLATFORMS INC $4.29万0.01%75 -70-48.3% -$4.00万 减仓
AMZN AMAZON COM INC $4.44万0.01%213 -125-37.0% -$2.60万 减仓
MFIC MIDCAP FINANCIAL INVSTMNT CO $4.50万0.01%4,000 00.0% — 不变
SPYD SPDR SERIES TRUST $4.55万0.01%1,000 00.0% — 不变
IJH ISHARES TR $4.56万0.01%675 00.0% — 不变
— EXXON MOBIL CORP $4.58万0.01%270 -272-50.2% -$4.61万 减仓
CB CHUBB LTD SWITZ $4.63万0.01%142 00.0% — 不变
MCK MCKESSON CORP $4.76万0.01%55 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $4.98万0.01%50 00.0% — 不变
MS MORGAN STANLEY $4.99万0.01%303 00.0% — 不变
ABBV ABBVIE INC $5.18万0.01%238 00.0% — 不变
DGRO ISHARES TR $5.33万0.01%760 00.0% — 不变
V VISA INC $5.38万0.01%178 00.0% — 不变
PG PROCTER & GAMBLE CO $5.78万0.02%400 -37-8.5% -$5,344 减仓
SPYV SPDR SERIES TRUST $5.94万0.02%1,050 00.0% — 不变
ADI ANALOG DEVICES INC $6.01万0.02%189 00.0% — 不变
PBT PERMIAN BASIN RTY TR $6.46万0.02%3,000 -1,000-25.0% -$2.15万 减仓
HD HOME DEPOT INC $6.58万0.02%200 -161-44.6% -$5.30万 减仓
XTN SPDR SERIES TRUST $7.44万0.02%800 800— $7.44万 新建仓
— HONEYWELL INTL INC $7.82万0.02%346 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $9.35万0.02%2,000 00.0% — 不变
GOOGL ALPHABET INC $9.49万0.03%330 -32-8.8% -$9,202 减仓
GLW CORNING INC $11.57万0.03%851 00.0% — 不变
FLQM FRANKLIN TEMPLETON ETF TR $11.83万0.03%2,153 2,153— $11.83万 新建仓
— JERASH HLDGS US INC $13.02万0.03%45,050 -360-0.8% -$1,040 减仓
MSFT MICROSOFT CORP $15.18万0.04%410 -49-10.7% -$1.81万 减仓
QGRO AMERICAN CENTY ETF TR $15.22万0.04%1,449 1,449— $15.22万 新建仓