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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $29.65万 | 0.17% | 2,945 | -749 | -20.3% | -$7.54万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.53万 | 0.17% | 565 | 1 | 0.2% | $523 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $29.01万 | 0.17% | 6,021 | -125 | -2.0% | -$6,023 | 减仓 |
| ADI | ANALOG DEVICES INC | $28.95万 | 0.17% | 729 | -97 | -11.7% | -$3.85万 | 减仓 |
| MRK | MERCK & CO INC | $28.73万 | 0.16% | 2,236 | 99 | 4.6% | $1.27万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $28.65万 | 0.16% | 6,048 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $28.55万 | 0.16% | 701 | -194 | -21.7% | -$7.90万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $28.18万 | 0.16% | 5,571 | 531 | 10.5% | $2.69万 | 加仓 |
| XAR | SPDR SERIES TRUST | $27.78万 | 0.16% | 979 | 979 | — | $27.78万 | 新建仓 |
| IJJ | ISHARES TR | $27.53万 | 0.16% | 1,863 | 2 | 0.1% | $296 | 加仓 |
| IWO | ISHARES TR | $27.33万 | 0.16% | 694 | 1 | 0.1% | $394 | 加仓 |
| EMGF | ISHARES INC | $27.15万 | 0.16% | 3,706 | 258 | 7.5% | $1.89万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $27.06万 | 0.16% | 466 | 466 | — | $27.06万 | 新建仓 |
| BAC | BANK OF AMER CORP | $26.73万 | 0.15% | 4,691 | -20 | -0.4% | -$1,140 | 减仓 |
| TXN | TEXAS INSTRS INC | $26.69万 | 0.15% | 895 | 895 | — | $26.69万 | 新建仓 |
| ETN | EATON CORP PLC | $26.66万 | 0.15% | 626 | 58 | 10.2% | $2.47万 | 加仓 |
| IEV | ISHARES TR | $26.43万 | 0.15% | 3,628 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.23万 | 0.15% | 932 | -25 | -2.6% | -$7,035 | 减仓 |
| IEF | ISHARES TR | $26.04万 | 0.15% | 2,754 | 497 | 22.0% | $4.70万 | 加仓 |
| EWJ | ISHARES INC | $25.91万 | 0.15% | 2,778 | 2,778 | — | $25.91万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $25.90万 | 0.15% | 1,516 | 1,516 | — | $25.90万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $25.84万 | 0.15% | 1,428 | -78 | -5.2% | -$1.41万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.00万 | 0.14% | 8,633 | 362 | 4.4% | $1.05万 | 加仓 |
| INTC | INTEL CORP | $24.80万 | 0.14% | 1,776 | 1,776 | — | $24.80万 | 新建仓 |
| IJH | ISHARES TR | $24.41万 | 0.14% | 3,166 | -236 | -6.9% | -$1.82万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $24.11万 | 0.14% | 470 | -58 | -11.0% | -$2.98万 | 减仓 |
| V | VISA INC | $24.10万 | 0.14% | 702 | -99 | -12.4% | -$3.40万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $23.81万 | 0.14% | 2,391 | 15 | 0.6% | $1,494 | 加仓 |
| IWS | ISHARES TR | $23.67万 | 0.14% | 1,438 | 25 | 1.8% | $4,115 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.36万 | 0.13% | 562 | -98 | -14.8% | -$4.07万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $23.31万 | 0.13% | 1,223 | -458 | -27.2% | -$8.73万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $23.24万 | 0.13% | 1,585 | -4 | -0.3% | -$587 | 减仓 |
| SHV | ISHARES TR | $22.98万 | 0.13% | 2,082 | -568 | -21.4% | -$6.27万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $22.96万 | 0.13% | 2,494 | -209 | -7.7% | -$1.92万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $22.74万 | 0.13% | 12,015 | 20 | 0.2% | $379 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $22.47万 | 0.13% | 9,715 | -1,753 | -15.3% | -$4.05万 | 减仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $22.43万 | 0.13% | 5,692 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $22.34万 | 0.13% | 2,958 | -3 | -0.1% | -$227 | 减仓 |
| IJR | ISHARES TR | $21.70万 | 0.12% | 1,464 | 1,464 | — | $21.70万 | 新建仓 |
| ILCV | ISHARES TR | $21.67万 | 0.12% | 2,140 | -72 | -3.3% | -$7,289 | 减仓 |
| NEE | NEXTERA ENERGY INC | $21.64万 | 0.12% | 2,465 | -316 | -11.4% | -$2.77万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $21.41万 | 0.12% | 4,381 | -134 | -3.0% | -$6,548 | 减仓 |
| DHR | DANAHER CORP DEL | $21.32万 | 0.12% | 1,119 | 167 | 17.5% | $3.18万 | 重新持有 |
| KLAC | KLA CORP | $21.10万 | 0.12% | 699 | 699 | — | $21.10万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.52万 | 0.12% | 175 | 175 | — | $20.52万 | 新建仓 |
| PLD | PROLOGIS INC. | $20.06万 | 0.12% | 1,481 | -545 | -26.9% | -$7.38万 | 重新持有 |
| EOLS | EVOLUS INC | $7.41万 | 0.04% | 10,670 | 0 | 0.0% | — | 不变 |
| — | LONGEVERON INC | $1.00万 | 0.01% | 14,250 | 14,250 | — | $1.00万 | 新建仓 |
| — | BRAND ENGAGEMENT NETWORK INC | $2,354 | 0.00% | 16,815 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $0 | 0.00% | 0 | -761 | -100.0% | -$32.90万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -2,007 | -100.0% | -$30.39万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,319 | -100.0% | -$24.03万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -724 | -100.0% | -$22.50万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -937 | -100.0% | -$22.14万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,083 | -100.0% | -$20.50万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -209 | -100.0% | -$20.07万 | 清仓 |