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 |
|---|---|---|---|---|---|---|---|---|
| — | SIMPLIFY EXCHANGE TRADED FUN | $65.47万 | 0.44% | 25,760 | 25,760 | — | $65.47万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.75万 | 0.45% | 670 | 36 | 5.7% | $3.59万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $68.00万 | 0.45% | 2,120 | -11 | -0.5% | -$3,529 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $69.21万 | 0.46% | 19,107 | 1,902 | 11.1% | $6.89万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $71.17万 | 0.48% | 21,599 | 1,977 | 10.1% | $6.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $71.38万 | 0.48% | 3,638 | -1,740 | -32.4% | -$34.14万 | 减仓 |
| MTUM | ISHARES TR | $74.73万 | 0.50% | 3,114 | 380 | 13.9% | $9.12万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $75.74万 | 0.51% | 2,575 | -64 | -2.4% | -$1.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $78.65万 | 0.53% | 1,209 | 84 | 7.5% | $5.46万 | 加仓 |
| META | META PLATFORMS INC | $79.21万 | 0.53% | 1,385 | -54 | -3.8% | -$3.09万 | 减仓 |
| OEF | ISHARES TR | $83.34万 | 0.56% | 2,620 | -3,158 | -54.7% | -$100.46万 | 减仓 |
| GOOGL | ALPHABET INC | $86.94万 | 0.58% | 3,023 | 26 | 0.9% | $7,477 | 加仓 |
| EFG | ISHARES TR | $87.01万 | 0.58% | 7,813 | 5,161 | 194.6% | $57.48万 | 重新持有 |
| GOOG | ALPHABET INC | $95.66万 | 0.64% | 3,335 | 169 | 5.3% | $4.85万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $96.56万 | 0.65% | 13,113 | -850 | -6.1% | -$6.26万 | 减仓 |
| AVGO | BROADCOM INC | $101.66万 | 0.68% | 3,284 | 366 | 12.5% | $11.33万 | 加仓 |
| TSLA | TESLA INC | $102.27万 | 0.68% | 2,751 | 118 | 4.5% | $4.39万 | 加仓 |
| GLD | SPDR GOLD TR | $124.23万 | 0.83% | 2,887 | -36 | -1.2% | -$1.55万 | 减仓 |
| QUAL | ISHARES TR | $125.05万 | 0.84% | 6,520 | 39 | 0.6% | $7,480 | 加仓 |
| REET | ISHARES TR | $130.28万 | 0.87% | 51,803 | 2,302 | 4.7% | $5.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $131.18万 | 0.88% | 2,195 | -28 | -1.3% | -$1.67万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $139.76万 | 0.93% | 52,521 | -4,832 | -8.4% | -$12.86万 | 减仓 |
| ITOT | ISHARES TR | $144.09万 | 0.96% | 10,116 | -343 | -3.3% | -$4.89万 | 减仓 |
| — | EXXON MOBIL CORP | $145.79万 | 0.97% | 8,593 | -206 | -2.3% | -$3.50万 | 减仓 |
| EFV | ISHARES TR | $170.65万 | 1.14% | 22,952 | 749 | 3.4% | $5.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $181.92万 | 1.22% | 4,915 | -29 | -0.6% | -$1.07万 | 减仓 |
| IEMG | ISHARES INC | $191.54万 | 1.28% | 27,461 | 1,295 | 4.9% | $9.03万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $204.77万 | 1.37% | 35,197 | -1,380 | -3.8% | -$8.03万 | 减仓 |
| IVW | ISHARES TR | $226.04万 | 1.51% | 19,984 | 1,637 | 8.9% | $18.52万 | 加仓 |
| IVE | ISHARES TR | $250.13万 | 1.67% | 11,846 | 280 | 2.4% | $5.91万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $260.20万 | 1.74% | 5,483 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $265.92万 | 1.78% | 15,248 | 73 | 0.5% | $1.27万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $303.96万 | 2.03% | 104,526 | -150 | -0.1% | -$4,362 | 减仓 |
| AMZN | AMAZON COM INC | $316.04万 | 2.11% | 15,175 | 299 | 2.0% | $6.23万 | 加仓 |
| AAPL | APPLE INC | $345.27万 | 2.31% | 13,605 | -32 | -0.2% | -$8,121 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $471.06万 | 3.15% | 87,153 | -466 | -0.5% | -$2.52万 | 减仓 |
| IVV | ISHARES TR | $565.00万 | 3.77% | 8,650 | 1,264 | 17.1% | $82.56万 | 加仓 |
| VO | VANGUARD INDEX FDS | $586.78万 | 3.92% | 20,433 | -142 | -0.7% | -$4.08万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $638.53万 | 4.27% | 139,968 | -6,330 | -4.3% | -$28.88万 | 减仓 |
| AGG | ISHARES TR | $1,266.66万 | 8.46% | 127,598 | 1,926 | 1.5% | $19.12万 | 加仓 |
| IDEV | ISHARES TR | $1,464.55万 | 9.78% | 175,248 | -2,653 | -1.5% | -$22.17万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,156.43万 | 14.40% | 281,739 | -635 | -0.2% | -$4.86万 | 减仓 |