Accelerate Investment Advisors LLC
ALISO VIEJO CA · SEC CIK 0002035216
$1.74亿2026Q2 申报市值
149持仓数
52.4%前十大占比 · 第一大 13.8%
19 / 7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
IVV 加仓+$282.86万
JCPB 新建仓+$110.74万
MU 新建仓+$74.00万
CORO 新建仓+$72.97万
FDVV 加仓+$57.56万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$78.51万
SPYM 减仓-$73.14万
EFV 减仓-$62.10万
INTU 清仓-$32.90万
IEMG 减仓-$30.62万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $53.13万 | 0.31% | 16,756 | 9,413 | 128.2% | $29.85万 | 加仓 |
| IYW | ISHARES TR | $53.99万 | 0.31% | 2,140 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $55.00万 | 0.32% | 1,099 | 214 | 24.2% | $10.71万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $56.23万 | 0.32% | 7,216 | 314 | 4.5% | $2.45万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $57.58万 | 0.33% | 2,016 | 251 | 14.2% | $7.17万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $61.01万 | 0.35% | 14,152 | -4,955 | -25.9% | -$21.36万 | 减仓 |
| LIN | LINDE PLC | $64.10万 | 0.37% | 1,236 | -75 | -5.7% | -$3.89万 | 减仓 |
| QUAL | ISHARES TR | $64.55万 | 0.37% | 2,942 | -3,578 | -54.9% | -$78.51万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $66.22万 | 0.38% | 25,760 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $66.32万 | 0.38% | 901 | 82 | 10.0% | $6.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $68.51万 | 0.39% | 732 | 62 | 9.3% | $5.80万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $72.97万 | 0.42% | 19,938 | 19,938 | — | $72.97万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $74.00万 | 0.42% | 641 | 641 | — | $74.00万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $76.74万 | 0.44% | 24,147 | 5,177 | 27.3% | $16.45万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $77.13万 | 0.44% | 3,539 | -99 | -2.7% | -$2.16万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $78.57万 | 0.45% | 2,123 | 3 | 0.1% | $1,110 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $81.06万 | 0.47% | 16,092 | 3,641 | 29.2% | $18.34万 | 加仓 |
| IWB | ISHARES TR | $81.16万 | 0.47% | 1,982 | 179 | 9.9% | $7.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $84.03万 | 0.48% | 2,567 | -8 | -0.3% | -$2,619 | 减仓 |
| META | META PLATFORMS INC | $88.75万 | 0.51% | 1,576 | 191 | 13.8% | $10.76万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $91.31万 | 0.52% | 15,145 | 9,548 | 170.6% | $57.56万 | 加仓 |
| OEF | ISHARES TR | $93.55万 | 0.54% | 2,557 | -63 | -2.4% | -$2.30万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $93.74万 | 0.54% | 12,769 | -344 | -2.6% | -$2.53万 | 减仓 |
| MTUM | ISHARES TR | $94.93万 | 0.55% | 2,769 | -345 | -11.1% | -$11.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $101.80万 | 0.58% | 1,363 | 154 | 12.7% | $11.50万 | 加仓 |
| GLD | SPDR GOLD TR | $104.20万 | 0.60% | 2,828 | -59 | -2.0% | -$2.17万 | 减仓 |
| GOOGL | ALPHABET INC | $109.37万 | 0.63% | 3,061 | 38 | 1.3% | $1.36万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $110.74万 | 0.64% | 23,592 | 23,592 | — | $110.74万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $112.21万 | 0.64% | 21,284 | -315 | -1.5% | -$1.66万 | 减仓 |
| EFV | ISHARES TR | $113.59万 | 0.65% | 14,839 | -8,113 | -35.3% | -$62.10万 | 减仓 |
| AVGO | BROADCOM INC | $117.17万 | 0.67% | 3,102 | -182 | -5.5% | -$6.87万 | 减仓 |
| EFG | ISHARES TR | $119.64万 | 0.69% | 9,616 | 1,803 | 23.1% | $22.43万 | 加仓 |
| TSLA | TESLA INC | $122.40万 | 0.70% | 2,910 | 159 | 5.8% | $6.69万 | 加仓 |
| GOOG | ALPHABET INC | $132.73万 | 0.76% | 3,757 | 422 | 12.7% | $14.91万 | 加仓 |
| — | EXXON MOBIL CORP | $136.60万 | 0.78% | 9,991 | 1,398 | 16.3% | $19.11万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $141.48万 | 0.81% | 53,387 | 866 | 1.6% | $2.29万 | 加仓 |
| REET | ISHARES TR | $147.22万 | 0.85% | 53,302 | 1,499 | 2.9% | $4.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $156.23万 | 0.90% | 2,275 | 80 | 3.6% | $5.49万 | 加仓 |
| ITOT | ISHARES TR | $173.26万 | 0.99% | 10,548 | 432 | 4.3% | $7.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $183.79万 | 1.06% | 4,927 | 12 | 0.2% | $4,476 | 加仓 |
| IEMG | ISHARES INC | $196.87万 | 1.13% | 23,765 | -3,696 | -13.5% | -$30.62万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $239.95万 | 1.38% | 5,483 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $263.21万 | 1.51% | 11,592 | -254 | -2.1% | -$5.77万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $267.19万 | 1.53% | 39,287 | 4,090 | 11.6% | $27.82万 | 加仓 |
| IVW | ISHARES TR | $306.21万 | 1.76% | 22,265 | 2,281 | 11.4% | $31.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $347.60万 | 2.00% | 17,372 | 2,124 | 13.9% | $42.50万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $358.65万 | 2.06% | 99,267 | -5,259 | -5.0% | -$19.00万 | 减仓 |
| AMZN | AMAZON COM INC | $363.25万 | 2.09% | 15,241 | 66 | 0.4% | $1.57万 | 加仓 |
| AAPL | APPLE INC | $425.71万 | 2.44% | 14,712 | 1,107 | 8.1% | $32.03万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $516.07万 | 2.96% | 86,459 | -694 | -0.8% | -$4.14万 | 减仓 |
| VO | VANGUARD INDEX FDS | $630.86万 | 3.62% | 78,300 | -3,432 | -4.2% | -$27.65万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $653.76万 | 3.75% | 143,715 | 3,747 | 2.7% | $17.05万 | 加仓 |
| IVV | ISHARES TR | $930.66万 | 5.34% | 12,427 | 3,777 | 43.7% | $282.86万 | 加仓 |
| AGG | ISHARES TR | $1,300.00万 | 7.47% | 131,339 | 3,741 | 2.9% | $37.03万 | 加仓 |
| IDEV | ISHARES TR | $1,544.60万 | 8.87% | 173,530 | -1,718 | -1.0% | -$15.29万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,402.78万 | 13.80% | 273,416 | -8,323 | -3.0% | -$73.14万 | 减仓 |