Accent Capital Management, LLC
CENTERVILLE OH · SEC CIK 0002014179
$2.31亿2026Q2 申报市值
299持仓数
59.1%前十大占比 · 第一大 10.3%
87 / 126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
GOOGL 新建仓+$770.01万
LRCX 新建仓+$476.07万
GEV 新建仓+$469.55万
INTC 加仓+$255.43万
HONA 新建仓+$193.58万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$1,029.33万
NVDA 减仓-$675.39万
VUG 减仓-$668.22万
HONEYWELL INTL I 清仓-$419.42万
AAPL 减仓-$346.71万
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 |
|---|---|---|---|---|---|---|---|---|
| HONA | HONEYWELL AEROSPACE | $193.58万 | 0.84% | 8,756 | 8,756 | — | $193.58万 | 新建仓 |
| — | HONEYWELL INTL INC | $196.05万 | 0.85% | 8,756 | -10,401 | -54.3% | -$232.88万 | 重新持有 |
| WMT | WALMART INC | $203.17万 | 0.88% | 17,938 | -3,188 | -15.1% | -$36.11万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $216.38万 | 0.93% | 6,397 | -1,756 | -21.5% | -$59.40万 | 减仓 |
| VRT | VERTIV HLDGS CO Class A | $245.46万 | 1.06% | 7,331 | 2,105 | 40.3% | $70.48万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $255.40万 | 1.10% | 6,902 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $284.71万 | 1.23% | 20,390 | 18,293 | 872.3% | $255.43万 | 加仓 |
| MA | MASTERCARD INC Class A | $317.25万 | 1.37% | 6,177 | -669 | -9.8% | -$34.36万 | 减仓 |
| V | VISA INC Class A | $389.25万 | 1.68% | 11,345 | 427 | 3.9% | $14.65万 | 加仓 |
| AVGO | BROADCOM INC | $407.18万 | 1.76% | 10,779 | -2,265 | -17.4% | -$85.56万 | 减仓 |
| TSLA | TESLA INC | $450.21万 | 1.94% | 10,704 | 102 | 1.0% | $4.29万 | 加仓 |
| GEV | GE VERNOVA INC | $469.55万 | 2.03% | 3,995 | 3,995 | — | $469.55万 | 新建仓 |
| LRCX | LAM RESH CORP | $476.07万 | 2.06% | 10,978 | 10,978 | — | $476.07万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $482.39万 | 2.08% | 14,737 | -543 | -3.6% | -$17.77万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $563.15万 | 2.43% | 6,020 | -103 | -1.7% | -$9.64万 | 减仓 |
| LLY | ELI LILLY AND CO | $634.98万 | 2.74% | 5,294 | -328 | -5.8% | -$39.34万 | 减仓 |
| GOOGL | ALPHABET INC Class C | $770.01万 | 3.33% | 21,793 | 21,793 | — | $770.01万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $965.24万 | 4.17% | 14,054 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC Class A | $1,042.26万 | 4.50% | 18,503 | -2,253 | -10.9% | -$126.91万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,080.87万 | 4.67% | 45,350 | -8,565 | -15.9% | -$204.14万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF Trust | $1,187.69万 | 5.13% | 15,869 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,352.64万 | 5.84% | 36,262 | -7,408 | -17.0% | -$276.33万 | 减仓 |
| GOOG | ALPHABET INC Class A | $2,107.88万 | 9.11% | 58,983 | -28,803 | -32.8% | -$1,029.33万 | 减仓 |
| NVDA | NVIDIA CORP | $2,155.09万 | 9.31% | 107,706 | -33,754 | -23.9% | -$675.39万 | 减仓 |
| AAPL | APPLE INC | $2,382.88万 | 10.29% | 82,350 | -11,982 | -12.7% | -$346.71万 | 减仓 |