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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $25.70万 | 0.17% | 2,137 | 28 | 1.3% | $3,368 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $25.14万 | 0.17% | 5,040 | 412 | 8.9% | $2.06万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $24.95万 | 0.17% | 2,703 | -75 | -2.7% | -$6,923 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $24.91万 | 0.17% | 1,506 | -175 | -10.4% | -$2.89万 | 减仓 |
| IJJ | ISHARES TR | $24.66万 | 0.16% | 1,861 | 2 | 0.1% | $265 | 加仓 |
| IEV | ISHARES TR | $24.65万 | 0.16% | 3,628 | -882 | -19.6% | -$5.99万 | 减仓 |
| V | VISA INC | $24.20万 | 0.16% | 801 | -85 | -9.6% | -$2.57万 | 减仓 |
| PSX | PHILLIPS 66 | $24.03万 | 0.16% | 1,319 | 1,319 | — | $24.03万 | 新建仓 |
| FIVA | FIDELITY COVINGTON TRUST | $23.99万 | 0.16% | 6,891 | 6,891 | — | $23.99万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.21万 | 0.16% | 957 | -1 | -0.1% | -$243 | 减仓 |
| TIPX | SPDR SERIES TRUST | $23.02万 | 0.15% | 11,995 | -737 | -5.8% | -$1.41万 | 减仓 |
| IJH | ISHARES TR | $22.98万 | 0.15% | 3,402 | -32 | -0.9% | -$2,161 | 减仓 |
| BAC | BANK AMERICA CORP | $22.97万 | 0.15% | 4,711 | 51 | 1.1% | $2,486 | 加仓 |
| PG | PROCTER & GAMBLE CO | $22.95万 | 0.15% | 1,589 | 4 | 0.3% | $578 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.64万 | 0.15% | 2,459 | 106 | 4.5% | $9,760 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.53万 | 0.15% | 7,343 | 7,343 | — | $22.53万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.50万 | 0.15% | 724 | 27 | 3.9% | $8,392 | 加仓 |
| LOW | LOWES COS INC | $22.14万 | 0.15% | 937 | -19 | -2.0% | -$4,490 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $22.06万 | 0.15% | 4,515 | 6 | 0.1% | $293 | 加仓 |
| IWO | ISHARES TR | $21.76万 | 0.15% | 693 | 3 | 0.4% | $942 | 加仓 |
| IEF | ISHARES TR | $21.54万 | 0.14% | 2,257 | -3 | -0.1% | -$286 | 减仓 |
| EMGF | ISHARES INC | $20.84万 | 0.14% | 3,448 | 3,448 | — | $20.84万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.76万 | 0.14% | 8,271 | 10 | 0.1% | $251 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $20.72万 | 0.14% | 5,692 | 5,692 | — | $20.72万 | 新建仓 |
| ILCV | ISHARES TR | $20.60万 | 0.14% | 2,212 | 42 | 1.9% | $3,912 | 加仓 |
| IWS | ISHARES TR | $20.59万 | 0.14% | 1,413 | 1,413 | — | $20.59万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $20.56万 | 0.14% | 2,376 | 2,376 | — | $20.56万 | 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 |
| ETN | EATON CORP PLC | $20.31万 | 0.14% | 568 | 568 | — | $20.31万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.09万 | 0.13% | 284 | 284 | — | $20.09万 | 新建仓 |
| BLK | BLACKROCK INC | $20.07万 | 0.13% | 209 | -6 | -2.8% | -$5,762 | 减仓 |
| EOLS | EVOLUS INC | $4.39万 | 0.03% | 10,670 | 10,670 | — | $4.39万 | 新建仓 |
| — | BRAND ENGAGEMENT NETWORK INC | $4,372 | 0.00% | 16,815 | 2,100 | 14.3% | $546 | 加仓 |
| 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 |