13F 机构持仓

Access Investment Management LLC

ATLANTA GA · SEC CIK 0002010477

2026Q22026Q1 更早 9 个季度 🔒
$3.91亿2026Q2 申报市值
144持仓数
45.2%前十大占比 · 第一大 9.3%
6 / 19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

URI 9.3%
WLY 4.5%
C 4.3%
APO 4.3%
JBL 4.2%
SON 4.2%
EWBC 4.2%
SF 3.8%
DFIN 3.3%
BAC 3.1%

2026Q2 买入最多 按季末市值估算

ANF 新建仓+$546.09万
EPAM 新建仓+$406.39万
LKQ 加仓+$396.09万
DFIN 加仓+$304.01万
G 加仓+$163.57万

2026Q2 卖出最多 按季末市值估算

JBL 减仓-$2,854.25万
ON 减仓-$1,053.60万
SW 减仓-$555.12万
AVT 清仓-$492.96万
IART 减仓-$423.02万

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
AVT AVNET INC $00.00%0 -80,000-100.0% -$492.96万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -73,750-100.0% -$211.74万 清仓
INGR INGREDION INC $00.00%0 -18,165-100.0% -$204.65万 清仓
UTHR UNITED THERAPEUTICS CORP DEL $00.00%0 -2,171-100.0% -$128.74万 清仓
CMCO COLUMBUS MCKINNON CORP N Y $00.00%0 -83,100-100.0% -$120.74万 清仓
FBND FIDELITY MERRIMACK STR TR $00.00%0 -9,455-100.0% -$43.13万 清仓
JACK JACK IN THE BOX INC $00.00%0 -33,000-100.0% -$31.91万 清仓
AVUV AMERICAN CENTY ETF TR $00.00%0 -2,595-100.0% -$28.67万 清仓
QGRO AMERICAN CENTY ETF TR $00.00%0 -1,449-100.0% -$15.22万 清仓
FLQM FRANKLIN TEMPLETON ETF TR $00.00%0 -2,153-100.0% -$11.83万 清仓
XTN SPDR SERIES TRUST $00.00%0 -800-100.0% -$7.44万 清仓
— EXXON MOBIL CORP $00.00%0 -270-100.0% -$4.58万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -320-100.0% -$3.29万 清仓
ADSK AUTODESK INC $00.00%0 -90-100.0% -$2.15万 清仓
LOW LOWES COS INC $00.00%0 -88-100.0% -$2.08万 清仓
AON AON PLC $00.00%0 -62-100.0% -$2.00万 清仓
LIN LINDE PLC $00.00%0 -24-100.0% -$1.19万 清仓
IYH ISHARES TR $00.00%0 -125-100.0% -$7,705 清仓
QQQ INVESCO QQQ TR $00.00%0 -3-100.0% -$1,732 清仓
SPCX SPACE EXPLORATION TECHN CORP $3,9300.00%23 23— $3,930 新建仓
WWW WOLVERINE WORLD WIDE INC $4,1330.00%250 250— $4,133 新建仓
MA MASTERCARD INCORPORATED $5,1360.00%10 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II $5,5790.00%60 00.0% — 不变
IIIN INSTEEL INDS INC $8,0030.00%265 00.0% — 不变
MTBA SIMPLIFY EXCHANGE TRADED FUN $8,1950.00%167 167— $8,195 新建仓
MPAA MOTORCAR PTS AMER INC $9,8050.00%640 -145-18.5% -$2,221 减仓
WM WASTE MGMT INC DEL $1.05万0.00%47 00.0% — 不变
CME CME GROUP INC $1.06万0.00%48 00.0% — 不变
TJX TJX COS INC NEW $1.11万0.00%73 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $1.12万0.00%22 00.0% — 不变
BLK BLACKROCK INC $1.15万0.00%12 00.0% — 不变
SEIC SEI INVTS CO $1.21万0.00%138 00.0% — 不变
T AT&T INC $1.21万0.00%586 00.0% — 不变
CMI CUMMINS INC $1.28万0.00%18 00.0% — 不变
GLW CORNING INC $1.30万0.00%51 -800-94.0% -$20.43万 减仓
ETR ENTERGY CORP NEW $1.31万0.00%114 00.0% — 不变
KO COCA COLA CO $1.34万0.00%165 00.0% — 不变
F FORD MTR CO $1.39万0.00%1,000 00.0% — 不变
NVS NOVARTIS AG $1.46万0.00%93 00.0% — 不变
III INFORMATION SVCS GROUP INC $1.82万0.00%4,430 60515.8% $2,487 加仓
IBM INTERNATIONAL BUSINESS MACHS $1.83万0.00%65 00.0% — 不变
— ACORN ENERGY INC $2.04万0.01%1,200 00.0% — 不变
XLF SELECT SECTOR SPDR TR $2.14万0.01%400 00.0% — 不变
BNY BANK OF NY MELLON CORP $2.17万0.01%150 00.0% — 不变
PH PARKER-HANNIFIN CORP $2.25万0.01%23 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $2.27万0.01%92 00.0% — 不变
ETN EATON CORP PLC $2.34万0.01%55 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $2.35万0.01%45 00.0% — 不变
NDAQ NASDAQ INC $2.44万0.01%309 00.0% — 不变
WFC WELLS FARGO & CO $2.61万0.01%316 00.0% — 不变
AXP AMERICAN EXPRESS CO $2.77万0.01%82 00.0% — 不变
D DOMINION ENERGY INC $2.90万0.01%425 00.0% — 不变
OKE ONEOK INC NEW $2.96万0.01%340 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $2.98万0.01%60 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $2.99万0.01%40 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $3.03万0.01%137 137— $3.03万 新建仓
HON HONEYWELL INTL INC $3.08万0.01%138 -208-60.1% -$4.64万 减仓
DUK DUKE ENERGY CORP NEW $3.32万0.01%262 00.0% — 不变
CSCO CISCO SYS INC $3.45万0.01%294 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $3.85万0.01%401 00.0% — 不变
RTX RTX CORPORATION $4.00万0.01%211 00.0% — 不变
MFIC MIDCAP FINANCIAL INVSTMNT CO $4.03万0.01%4,000 00.0% — 不变
MCK MCKESSON CORP $4.16万0.01%55 00.0% — 不变
GD GENERAL DYNAMICS CORP $4.22万0.01%119 00.0% — 不变
META META PLATFORMS INC $4.22万0.01%75 00.0% — 不变
IWD ISHARES TR $4.36万0.01%180 00.0% — 不变
PBT PERMIAN BASIN RTY TR $4.51万0.01%1,800 -1,200-40.0% -$3.00万 减仓
COST COSTCO WHOLESALE CORPORATION $4.68万0.01%50 00.0% — 不变
SPYD SPDR SERIES TRUST $4.77万0.01%1,000 00.0% — 不变
NVDA NVIDIA CORPORATION $4.80万0.01%240 00.0% — 不变
CB CHUBB LIMITED $4.84万0.01%142 00.0% — 不变
AMZN AMAZON COM INC $5.08万0.01%213 00.0% — 不变
IJH ISHARES TR $5.21万0.01%675 00.0% — 不变
EWW ISHARES INC $5.68万0.01%754 409118.6% $3.08万 加仓
DGRO ISHARES TR $5.76万0.01%760 00.0% — 不变
PG PROCTER & GAMBLE CO $5.87万0.02%400 00.0% — 不变
ABBV ABBVIE INC $5.99万0.02%238 00.0% — 不变
V VISA INC $6.11万0.02%178 00.0% — 不变
MS MORGAN STANLEY $6.33万0.02%303 00.0% — 不变
SPYV SPDR SERIES TRUST $6.38万0.02%1,050 00.0% — 不变
HD HOME DEPOT INC $7.05万0.02%200 00.0% — 不变
ADI ANALOG DEVICES INC $7.51万0.02%189 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $9.62万0.02%2,000 00.0% — 不变
GOOGL ALPHABET INC $11.79万0.03%330 00.0% — 不变
MSFT MICROSOFT CORP $15.29万0.04%410 00.0% — 不变
MCD MCDONALDS CORP $17.57万0.04%650 00.0% — 不变
AAPL APPLE INC $19.24万0.05%665 -200-23.1% -$5.79万 减仓
PDN INVESCO EXCH TRADED FD TR II $21.03万0.05%4,675 00.0% — 不变
— JERASH HLDGS US INC $21.67万0.06%45,050 00.0% — 不变
VONE VANGUARD SCOTTSDALE FDS $21.75万0.06%642 -901-58.4% -$30.52万 减仓
— TOWNSQUARE MEDIA INC $38.09万0.10%53,875 -77,700-59.1% -$54.93万 减仓
DOC HEALTHPEAK PROPERTIES INC $41.16万0.11%19,233 3,93825.7% $8.43万 加仓
CWST CASELLA WASTE SYS INC $43.64万0.11%4,500 00.0% — 不变
PRGO PERRIGO CO PLC $44.16万0.11%42,500 00.0% — 不变
— ARES COML REAL ESTATE CORP $45.54万0.12%101,200 -11,500-10.2% -$5.17万 减仓
LULU LULULEMON ATHLETICA INC $46.38万0.12%4,062 2,497159.6% $28.51万 加仓
IQV IQVIA HLDGS INC $49.52万0.13%2,563 43320.3% $8.37万 加仓
CAH CARDINAL HEALTH INC $51.24万0.13%2,157 59838.4% $14.21万 加仓
ARE ALEXANDRIA REAL ESTATE EQ IN $53.91万0.14%10,200 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $55.04万0.14%5,500 00.0% — 不变