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 |
|---|---|---|---|---|---|---|---|---|
| FROG | JFROG LTD | $1.18万 | 0.01% | 130 | 130 | — | $1.18万 | 新建仓 |
| VCYT | VERACYTE INC | $1.18万 | 0.01% | 201 | 201 | — | $1.18万 | 新建仓 |
| HLIO | HELIOS TECHNOLOGIES | $1.18万 | 0.01% | 132 | 132 | — | $1.18万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $1.18万 | 0.01% | 214 | 50 | 30.5% | $2,747 | 加仓 |
| IMAX | IMAX CORP | $1.17万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| BELFB | BEL FUSE INC B | $1.17万 | 0.01% | 35 | 35 | — | $1.17万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $1.15万 | 0.00% | 31 | 16 | 106.7% | $5,947 | 重新持有 |
| MYRG | MYR GROUP INC DEL | $1.15万 | 0.00% | 23 | 23 | — | $1.15万 | 新建仓 |
| SNEX | STONEX GROUP INC | $1.15万 | 0.00% | 97 | 97 | — | $1.15万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $1.13万 | 0.00% | 396 | 396 | — | $1.13万 | 新建仓 |
| AGX | ARGAN INC | $1.12万 | 0.00% | 14 | -31 | -68.9% | -$2.48万 | 减仓 |
| CBU | COMMUNITY FINL SYS I | $1.11万 | 0.00% | 165 | 165 | — | $1.11万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $1.11万 | 0.00% | 213 | 45 | 26.8% | $2,352 | 加仓 |
| WT | WISDOMTREE INC | $1.11万 | 0.00% | 657 | -44 | -6.3% | -$745 | 减仓 |
| CNX | CNX RES CORP | $1.11万 | 0.00% | 328 | 328 | — | $1.11万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO | $1.11万 | 0.00% | 266 | 266 | — | $1.11万 | 新建仓 |
| STT | STATE STR CORP | $1.07万 | 0.00% | 63 | 16 | 34.0% | $2,714 | 加仓 |
| ALAB | ASTERA LABS INC | $1.06万 | 0.00% | 22 | -5 | -18.5% | -$2,415 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY REIT | $1.04万 | 0.00% | 345 | 345 | — | $1.04万 | 新建仓 |
| — | CATALYST PHARMACEUTI | $1.04万 | 0.00% | 330 | 330 | — | $1.04万 | 新建仓 |
| OSIS | OSI SYS INC | $1.03万 | 0.00% | 47 | 9 | 23.7% | $1,968 | 加仓 |
| CTVA | CORTEVA INC | $9,909 | 0.00% | 117 | 21 | 21.9% | $1,779 | 加仓 |
| ANRO | ALTO NEUROSCIENCE IN | $9,659 | 0.00% | 366 | 91 | 33.1% | $2,402 | 加仓 |
| TRNO | TERRENO RLTY CORP REIT | $9,648 | 0.00% | 148 | 29 | 24.4% | $1,890 | 加仓 |
| BCPC | BALCHEM CORP | $9,630 | 0.00% | 57 | 57 | — | $9,630 | 新建仓 |
| O | REALTY INCOME CORP REIT | $9,450 | 0.00% | 152 | 32 | 26.7% | $1,989 | 加仓 |
| RBA | RB GLOBAL INC | $9,432 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $8,991 | 0.00% | 77 | 14 | 22.2% | $1,635 | 加仓 |
| EAT | BRINKER INTL INC | $8,904 | 0.00% | 53 | 11 | 26.2% | $1,848 | 加仓 |
| KOD | KODIAK SCIENCES INC | $8,844 | 0.00% | 227 | -3 | -1.3% | -$117 | 减仓 |
| HEI/A | HEICO CORP NEW A | $8,769 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | CAPSTONE ENERGY INC | $8,510 | 0.00% | 925 | 925 | — | $8,510 | 新建仓 |
| JBL | JABIL INC | $8,481 | 0.00% | 22 | -2 | -8.3% | -$771 | 减仓 |
| CAH | CARDINAL HEALTH INC | $8,315 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $8,307 | 0.00% | 146 | 146 | — | $8,307 | 新建仓 |
| EME | EMCOR GROUP INC | $8,299 | 0.00% | 10 | 2 | 25.0% | $1,660 | 加仓 |
| APA | APA CORP | $8,175 | 0.00% | 251 | 251 | — | $8,175 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUT | $8,151 | 0.00% | 100 | 100 | — | $8,151 | 新建仓 |
| AXTI | AXT INC | $8,073 | 0.00% | 112 | -82 | -42.3% | -$5,911 | 减仓 |
| NRG | NRG ENERGY INC | $8,033 | 0.00% | 55 | 10 | 22.2% | $1,461 | 加仓 |
| T | AT&T INC | $7,928 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER-DANIELS MIDLA | $7,716 | 0.00% | 101 | 101 | — | $7,716 | 新建仓 |
| PIPR | PIPER SANDLER COS | $7,523 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| OBT | ORANGE CNTY BANCORP | $7,503 | 0.00% | 204 | -159 | -43.8% | -$5,848 | 减仓 |
| DDOG | DATADOG INC Class A | $7,290 | 0.00% | 28 | -12 | -30.0% | -$3,124 | 减仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $7,241 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $7,226 | 0.00% | 80 | 80 | — | $7,226 | 新建仓 |
| VST | VISTRA CORP | $7,138 | 0.00% | 45 | 11 | 32.4% | $1,745 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE | $7,072 | 0.00% | 297 | 297 | — | $7,072 | 新建仓 |
| VIK | VIKING HLDGS LTD | $7,013 | 0.00% | 67 | 67 | — | $7,013 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIE | $6,974 | 0.00% | 24 | 5 | 26.3% | $1,453 | 加仓 |
| ALL | ALLSTATE CORP | $6,927 | 0.00% | 29 | 4 | 16.0% | $955 | 加仓 |
| HAL | HALLIBURTON CO | $6,926 | 0.00% | 204 | 46 | 29.1% | $1,562 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $6,825 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $6,822 | 0.00% | 9 | 2 | 28.6% | $1,516 | 加仓 |
| CGNX | COGNEX CORP | $6,735 | 0.00% | 93 | 93 | — | $6,735 | 新建仓 |
| VICI | VICI PPTYS INC REIT | $6,696 | 0.00% | 249 | 59 | 31.1% | $1,587 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $6,675 | 0.00% | 81 | 81 | — | $6,675 | 新建仓 |
| NDAQ | NASDAQ INC | $6,621 | 0.00% | 84 | 36 | 75.0% | $2,838 | 加仓 |
| ALB | ALBEMARLE CORP | $6,616 | 0.00% | 49 | 49 | — | $6,616 | 新建仓 |
| NVT | NVENT ELEC PLC | $6,615 | 0.00% | 39 | 39 | — | $6,615 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $6,584 | 0.00% | 61 | 61 | — | $6,584 | 新建仓 |
| EWBC | EAST WEST BANCORP | $6,584 | 0.00% | 51 | 51 | — | $6,584 | 新建仓 |
| XYZ | BLOCK INC A Class A | $6,536 | 0.00% | 86 | 18 | 26.5% | $1,368 | 加仓 |
| OHI | OMEGA HEALTHCARE INV REIT | $6,532 | 0.00% | 137 | 23 | 20.2% | $1,097 | 加仓 |
| Q | QNITY ELECTRONICS IN | $6,532 | 0.00% | 40 | 40 | — | $6,532 | 新建仓 |
| FLEX | FLEX LTD | $6,483 | 0.00% | 40 | 40 | — | $6,483 | 新建仓 |
| MUSA | MURPHY USA INC | $6,466 | 0.00% | 12 | 12 | — | $6,466 | 新建仓 |
| INCY | INCYTE CORP | $6,462 | 0.00% | 57 | 57 | — | $6,462 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS | $6,367 | 0.00% | 22 | 22 | — | $6,367 | 新建仓 |
| MTZ | MASTEC INC | $6,241 | 0.00% | 15 | -79 | -84.0% | -$3.29万 | 减仓 |
| MIR | MIRION TECHNOLOGIES Class A | $6,222 | 0.00% | 347 | 347 | — | $6,222 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $6,012 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| KINS | KINGSTONE COS INC | $5,937 | 0.00% | 312 | 312 | — | $5,937 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $5,867 | 0.00% | 701 | 701 | — | $5,867 | 新建仓 |
| ASMB | ASSEMBLY BIOSCIENCES | $5,826 | 0.00% | 212 | 70 | 49.3% | $1,924 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $5,824 | 0.00% | 24 | 6 | 33.3% | $1,456 | 加仓 |
| XYL | XYLEM INC | $5,792 | 0.00% | 49 | 13 | 36.1% | $1,537 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTIC | $5,720 | 0.00% | 19 | 9 | 90.0% | $2,709 | 加仓 |
| FTK | FLOTEK INDS INC DEL | $5,410 | 0.00% | 230 | 230 | — | $5,410 | 新建仓 |
| IWM | iShares Russell 2000 ETF | $5,408 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC Class A | $5,388 | 0.00% | 40 | 8 | 25.0% | $1,078 | 加仓 |
| AXON | AXON ENTERPRISE INC | $5,045 | 0.00% | 9 | 3 | 50.0% | $1,682 | 加仓 |
| RDDT | REDDIT INC A | $4,860 | 0.00% | 28 | 16 | 133.3% | $2,777 | 加仓 |
| KYTX | KYVERNA THERAPEUTICS | $4,856 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HBRS INC | $4,780 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $4,738 | 0.00% | 9 | 2 | 28.6% | $1,053 | 加仓 |
| ROL | ROLLINS INC | $4,550 | 0.00% | 109 | 28 | 34.6% | $1,169 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY Class A | $4,260 | 0.00% | 110 | 36 | 48.6% | $1,394 | 加仓 |
| MP | MP MATLS CORP Class A | $4,201 | 0.00% | 75 | 29 | 63.0% | $1,624 | 加仓 |
| RMD | RESMED INC | $4,092 | 0.00% | 21 | 5 | 31.2% | $974 | 加仓 |
| FN | FABRINET | $3,935 | 0.00% | 7 | 7 | — | $3,935 | 新建仓 |
| HUBS | HUBSPOT INC | $3,650 | 0.00% | 20 | 20 | — | $3,650 | 新建仓 |
| RBLX | ROBLOX CORP A | $2,991 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES IN | $2,905 | 0.00% | 162 | 31 | 23.7% | $556 | 加仓 |
| IWN | iShares Russell 2000 Value ETF | $2,876 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC A | $2,876 | 0.00% | 25 | 7 | 38.9% | $805 | 加仓 |
| ASTS | AST SPACEMOBILE INC Class A | $2,133 | 0.00% | 24 | 4 | 20.0% | $356 | 加仓 |
| IWC | iShares Micro-Cap ETF | $1,200 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -18,556 | -100.0% | -$419.42万 | 清仓 |