Accelerate Investment Advisors LLC
ALISO VIEJO CA · SEC CIK 0002035216
$1.50亿2026Q1 申报市值
133持仓数
54.2%前十大占比 · 第一大 14.4%
20 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$82.56万
SIMPLIFY EXCHANG 新建仓+$65.47万
IDEF 新建仓+$62.07万
EFG 重新持有+$57.48万
BLCR 新建仓+$51.12万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$100.46万
KBDC 清仓-$62.43万
ITA 清仓-$44.57万
VTV 减仓-$34.14万
FBND 减仓-$28.88万
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 |
|---|---|---|---|---|---|---|---|---|
| KBDC | KAYNE ANDERSON BDC INC | $0 | 0.00% | 0 | -43,599 | -100.0% | -$62.43万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -2,076 | -100.0% | -$44.57万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -4,273 | -100.0% | -$21.73万 | 清仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -4,283 | -100.0% | -$21.51万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,388 | -100.0% | -$20.44万 | 清仓 |
| — | BRAND ENGAGEMENT NETWORK INC | $4,372 | 0.00% | 16,815 | 2,100 | 14.3% | $546 | 加仓 |
| EOLS | EVOLUS INC | $4.39万 | 0.03% | 10,670 | 10,670 | — | $4.39万 | 新建仓 |
| BLK | BLACKROCK INC | $20.07万 | 0.13% | 209 | -6 | -2.8% | -$5,762 | 减仓 |
| CAT | CATERPILLAR INC | $20.09万 | 0.13% | 284 | 284 | — | $20.09万 | 新建仓 |
| ETN | EATON CORP PLC | $20.31万 | 0.14% | 568 | 568 | — | $20.31万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.50万 | 0.14% | 4,083 | -1,332 | -24.6% | -$6.69万 | 重新持有 |
| FIDU | FIDELITY COVINGTON TRUST | $20.56万 | 0.14% | 2,376 | 2,376 | — | $20.56万 | 新建仓 |
| IWS | ISHARES TR | $20.59万 | 0.14% | 1,413 | 1,413 | — | $20.59万 | 新建仓 |
| ILCV | ISHARES TR | $20.60万 | 0.14% | 2,212 | 42 | 1.9% | $3,912 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $20.72万 | 0.14% | 5,692 | 5,692 | — | $20.72万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.76万 | 0.14% | 8,271 | 10 | 0.1% | $251 | 加仓 |
| EMGF | ISHARES INC | $20.84万 | 0.14% | 3,448 | 3,448 | — | $20.84万 | 新建仓 |
| IEF | ISHARES TR | $21.54万 | 0.14% | 2,257 | -3 | -0.1% | -$286 | 减仓 |
| IWO | ISHARES TR | $21.76万 | 0.15% | 693 | 3 | 0.4% | $942 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $22.06万 | 0.15% | 4,515 | 6 | 0.1% | $293 | 加仓 |
| LOW | LOWES COS INC | $22.14万 | 0.15% | 937 | -19 | -2.0% | -$4,490 | 减仓 |
| MCD | MCDONALDS CORP | $22.50万 | 0.15% | 724 | 27 | 3.9% | $8,392 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.53万 | 0.15% | 7,343 | 7,343 | — | $22.53万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.64万 | 0.15% | 2,459 | 106 | 4.5% | $9,760 | 加仓 |
| PG | PROCTER & GAMBLE CO | $22.95万 | 0.15% | 1,589 | 4 | 0.3% | $578 | 加仓 |
| BAC | BANK AMERICA CORP | $22.97万 | 0.15% | 4,711 | 51 | 1.1% | $2,486 | 加仓 |
| IJH | ISHARES TR | $22.98万 | 0.15% | 3,402 | -32 | -0.9% | -$2,161 | 减仓 |
| TIPX | SPDR SERIES TRUST | $23.02万 | 0.15% | 11,995 | -737 | -5.8% | -$1.41万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.21万 | 0.16% | 957 | -1 | -0.1% | -$243 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $23.99万 | 0.16% | 6,891 | 6,891 | — | $23.99万 | 新建仓 |
| PSX | PHILLIPS 66 | $24.03万 | 0.16% | 1,319 | 1,319 | — | $24.03万 | 新建仓 |
| V | VISA INC | $24.20万 | 0.16% | 801 | -85 | -9.6% | -$2.57万 | 减仓 |
| IEV | ISHARES TR | $24.65万 | 0.16% | 3,628 | -882 | -19.6% | -$5.99万 | 减仓 |
| IJJ | ISHARES TR | $24.66万 | 0.16% | 1,861 | 2 | 0.1% | $265 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $24.91万 | 0.17% | 1,506 | -175 | -10.4% | -$2.89万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $24.95万 | 0.17% | 2,703 | -75 | -2.7% | -$6,923 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $25.14万 | 0.17% | 5,040 | 412 | 8.9% | $2.06万 | 加仓 |
| MRK | MERCK & CO INC | $25.70万 | 0.17% | 2,137 | 28 | 1.3% | $3,368 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.83万 | 0.17% | 2,781 | 113 | 4.2% | $1.05万 | 加仓 |
| IAU | ISHARES GOLD TR | $26.11万 | 0.17% | 2,961 | -168 | -5.4% | -$1.48万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.12万 | 0.17% | 564 | -165 | -22.6% | -$7.64万 | 减仓 |
| GLW | CORNING INC | $26.13万 | 0.17% | 1,922 | 1,922 | — | $26.13万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $26.28万 | 0.18% | 826 | -64 | -7.2% | -$2.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.40万 | 0.18% | 528 | 21 | 4.1% | $1.05万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $26.63万 | 0.18% | 11,468 | -72 | -0.6% | -$1,672 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $26.78万 | 0.18% | 6,048 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $28.04万 | 0.19% | 2,884 | -79 | -2.7% | -$7,681 | 减仓 |
| VUG | VANGUARD INDEX FDS | $28.10万 | 0.19% | 643 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.27万 | 0.19% | 4,412 | 251 | 6.0% | $1.61万 | 加仓 |
| IWP | ISHARES TR | $28.28万 | 0.19% | 2,207 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $28.53万 | 0.19% | 3,370 | 2 | 0.1% | $169 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $28.91万 | 0.19% | 6,146 | -320 | -4.9% | -$1.50万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $29.03万 | 0.19% | 9,519 | -77 | -0.8% | -$2,348 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $29.18万 | 0.19% | 10,019 | 224 | 2.3% | $6,525 | 加仓 |
| HD | HOME DEPOT INC | $29.25万 | 0.20% | 889 | 3 | 0.3% | $987 | 加仓 |
| SHV | ISHARES TR | $29.26万 | 0.20% | 2,650 | 2,650 | — | $29.26万 | 新建仓 |
| MINT | PIMCO ETF TR | $29.79万 | 0.20% | 2,962 | 31 | 1.1% | $3,117 | 加仓 |
| URI | UNITED RENTALS INC | $30.24万 | 0.20% | 415 | 11 | 2.7% | $8,014 | 加仓 |
| EEM | ISHARES TR | $30.33万 | 0.20% | 5,340 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $30.37万 | 0.20% | 1,070 | 27 | 2.6% | $7,663 | 加仓 |
| DVY | ISHARES TR | $30.39万 | 0.20% | 2,007 | -60 | -2.9% | -$9,085 | 减仓 |
| WFC | WELLS FARGO & CO | $30.58万 | 0.20% | 3,841 | -1 | -0.0% | -$80 | 减仓 |
| CSCO | CISCO SYS INC | $30.58万 | 0.20% | 3,941 | -217 | -5.2% | -$1.68万 | 减仓 |
| RTX | RTX CORPORATION | $30.59万 | 0.20% | 1,586 | 27 | 1.7% | $5,207 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.63万 | 0.20% | 1,253 | -165 | -11.6% | -$4.03万 | 减仓 |
| IWM | ISHARES TR | $30.69万 | 0.21% | 1,238 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $30.92万 | 0.21% | 5,597 | 19 | 0.3% | $1,050 | 加仓 |
| IWF | ISHARES TR | $32.04万 | 0.21% | 751 | 15 | 2.0% | $6,399 | 加仓 |
| INTU | INTUIT | $32.90万 | 0.22% | 761 | 95 | 14.3% | $4.11万 | 加仓 |
| IVLU | ISHARES TR | $33.80万 | 0.23% | 8,518 | 53 | 0.6% | $2,103 | 加仓 |
| AMGN | AMGEN INC | $33.94万 | 0.23% | 965 | -119 | -11.0% | -$4.19万 | 减仓 |
| WMT | WALMART INC | $35.10万 | 0.23% | 2,824 | -563 | -16.6% | -$7.00万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $35.24万 | 0.24% | 6,932 | 6,932 | — | $35.24万 | 新建仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $35.55万 | 0.24% | 10,907 | 10,907 | — | $35.55万 | 新建仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $35.60万 | 0.24% | 8,566 | 8,566 | — | $35.60万 | 新建仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $35.77万 | 0.24% | 7,852 | 7,852 | — | $35.77万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $36.73万 | 0.25% | 1,765 | -110 | -5.9% | -$2.29万 | 减仓 |
| SGOV | ISHARES TR | $37.18万 | 0.25% | 3,694 | 3,694 | — | $37.18万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $38.03万 | 0.25% | 545 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $38.08万 | 0.25% | 895 | 34 | 3.9% | $1.45万 | 加仓 |
| ABBV | ABBVIE INC | $38.37万 | 0.26% | 1,764 | -225 | -11.3% | -$4.89万 | 减仓 |
| IYW | ISHARES TR | $38.83万 | 0.26% | 2,140 | -13 | -0.6% | -$2,359 | 减仓 |
| MOAT | VANECK ETF TRUST | $38.93万 | 0.26% | 4,026 | -20 | -0.5% | -$1,934 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.41万 | 0.28% | 885 | 2 | 0.2% | $958 | 加仓 |
| TFLO | ISHARES TR | $44.31万 | 0.30% | 8,752 | 228 | 2.7% | $1.15万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $46.47万 | 0.31% | 18,654 | 354 | 1.9% | $8,818 | 加仓 |
| QQQ | INVESCO QQQ TR | $47.25万 | 0.32% | 819 | 1 | 0.1% | $577 | 加仓 |
| MCK | MCKESSON CORP | $48.26万 | 0.32% | 558 | 14 | 2.6% | $1.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $50.58万 | 0.34% | 2,445 | -62 | -2.5% | -$1.28万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $50.75万 | 0.34% | 5,982 | 1 | 0.0% | $85 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $51.12万 | 0.34% | 12,451 | 12,451 | — | $51.12万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $53.61万 | 0.36% | 44,452 | 15,802 | 55.2% | $19.06万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $54.12万 | 0.36% | 6,902 | -2,170 | -23.9% | -$17.01万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $62.07万 | 0.41% | 18,970 | 18,970 | — | $62.07万 | 新建仓 |
| IWB | ISHARES TR | $64.28万 | 0.43% | 1,803 | -188 | -9.4% | -$6.70万 | 减仓 |
| LIN | LINDE PLC | $65.02万 | 0.43% | 1,311 | 36 | 2.8% | $1.79万 | 加仓 |