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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2,156.43万 | 14.40% | 281,739 | -635 | -0.2% | -$4.86万 | 减仓 |
| IDEV | ISHARES TR | $1,464.55万 | 9.78% | 175,248 | -2,653 | -1.5% | -$22.17万 | 减仓 |
| AGG | ISHARES TR | $1,266.66万 | 8.46% | 127,598 | 1,926 | 1.5% | $19.12万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $638.53万 | 4.27% | 139,968 | -6,330 | -4.3% | -$28.88万 | 减仓 |
| VO | VANGUARD INDEX FDS | $586.78万 | 3.92% | 20,433 | -142 | -0.7% | -$4.08万 | 减仓 |
| IVV | ISHARES TR | $565.00万 | 3.77% | 8,650 | 1,264 | 17.1% | $82.56万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $471.06万 | 3.15% | 87,153 | -466 | -0.5% | -$2.52万 | 减仓 |
| AAPL | APPLE INC | $345.27万 | 2.31% | 13,605 | -32 | -0.2% | -$8,121 | 减仓 |
| AMZN | AMAZON COM INC | $316.04万 | 2.11% | 15,175 | 299 | 2.0% | $6.23万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $303.96万 | 2.03% | 104,526 | -150 | -0.1% | -$4,362 | 减仓 |
| NVDA | NVIDIA CORPORATION | $265.92万 | 1.78% | 15,248 | 73 | 0.5% | $1.27万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $260.20万 | 1.74% | 5,483 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $250.13万 | 1.67% | 11,846 | 280 | 2.4% | $5.91万 | 加仓 |
| IVW | ISHARES TR | $226.04万 | 1.51% | 19,984 | 1,637 | 8.9% | $18.52万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $204.77万 | 1.37% | 35,197 | -1,380 | -3.8% | -$8.03万 | 减仓 |
| IEMG | ISHARES INC | $191.54万 | 1.28% | 27,461 | 1,295 | 4.9% | $9.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $181.92万 | 1.22% | 4,915 | -29 | -0.6% | -$1.07万 | 减仓 |
| EFV | ISHARES TR | $170.65万 | 1.14% | 22,952 | 749 | 3.4% | $5.57万 | 加仓 |
| — | EXXON MOBIL CORP | $145.79万 | 0.97% | 8,593 | -206 | -2.3% | -$3.50万 | 减仓 |
| ITOT | ISHARES TR | $144.09万 | 0.96% | 10,116 | -343 | -3.3% | -$4.89万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $139.76万 | 0.93% | 52,521 | -4,832 | -8.4% | -$12.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $131.18万 | 0.88% | 2,195 | -28 | -1.3% | -$1.67万 | 减仓 |
| REET | ISHARES TR | $130.28万 | 0.87% | 51,803 | 2,302 | 4.7% | $5.79万 | 加仓 |
| QUAL | ISHARES TR | $125.05万 | 0.84% | 6,520 | 39 | 0.6% | $7,480 | 加仓 |
| GLD | SPDR GOLD TR | $124.23万 | 0.83% | 2,887 | -36 | -1.2% | -$1.55万 | 减仓 |
| TSLA | TESLA INC | $102.27万 | 0.68% | 2,751 | 118 | 4.5% | $4.39万 | 加仓 |
| AVGO | BROADCOM INC | $101.66万 | 0.68% | 3,284 | 366 | 12.5% | $11.33万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $96.56万 | 0.65% | 13,113 | -850 | -6.1% | -$6.26万 | 减仓 |
| GOOG | ALPHABET INC | $95.66万 | 0.64% | 3,335 | 169 | 5.3% | $4.85万 | 加仓 |
| EFG | ISHARES TR | $87.01万 | 0.58% | 7,813 | 5,161 | 194.6% | $57.48万 | 重新持有 |
| GOOGL | ALPHABET INC | $86.94万 | 0.58% | 3,023 | 26 | 0.9% | $7,477 | 加仓 |
| OEF | ISHARES TR | $83.34万 | 0.56% | 2,620 | -3,158 | -54.7% | -$100.46万 | 减仓 |
| META | META PLATFORMS INC | $79.21万 | 0.53% | 1,385 | -54 | -3.8% | -$3.09万 | 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 |
| JPM | JPMORGAN CHASE & CO | $75.74万 | 0.51% | 2,575 | -64 | -2.4% | -$1.88万 | 减仓 |
| MTUM | ISHARES TR | $74.73万 | 0.50% | 3,114 | 380 | 13.9% | $9.12万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $71.38万 | 0.48% | 3,638 | -1,740 | -32.4% | -$34.14万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $71.17万 | 0.48% | 21,599 | 1,977 | 10.1% | $6.51万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $69.21万 | 0.46% | 19,107 | 1,902 | 11.1% | $6.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $68.00万 | 0.45% | 2,120 | -11 | -0.5% | -$3,529 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.75万 | 0.45% | 670 | 36 | 5.7% | $3.59万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $65.47万 | 0.44% | 25,760 | 25,760 | — | $65.47万 | 新建仓 |
| LIN | LINDE PLC | $65.02万 | 0.43% | 1,311 | 36 | 2.8% | $1.79万 | 加仓 |
| IWB | ISHARES TR | $64.28万 | 0.43% | 1,803 | -188 | -9.4% | -$6.70万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $62.07万 | 0.41% | 18,970 | 18,970 | — | $62.07万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $54.12万 | 0.36% | 6,902 | -2,170 | -23.9% | -$17.01万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $53.61万 | 0.36% | 44,452 | 15,802 | 55.2% | $19.06万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $51.12万 | 0.34% | 12,451 | 12,451 | — | $51.12万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $50.75万 | 0.34% | 5,982 | 1 | 0.0% | $85 | 加仓 |
| CVX | CHEVRON CORPORATION | $50.58万 | 0.34% | 2,445 | -62 | -2.5% | -$1.28万 | 减仓 |
| MCK | MCKESSON CORP | $48.26万 | 0.32% | 558 | 14 | 2.6% | $1.21万 | 加仓 |
| QQQ | INVESCO QQQ TR | $47.25万 | 0.32% | 819 | 1 | 0.1% | $577 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $46.47万 | 0.31% | 18,654 | 354 | 1.9% | $8,818 | 加仓 |
| TFLO | ISHARES TR | $44.31万 | 0.30% | 8,752 | 228 | 2.7% | $1.15万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.41万 | 0.28% | 885 | 2 | 0.2% | $958 | 加仓 |
| MOAT | VANECK ETF TRUST | $38.93万 | 0.26% | 4,026 | -20 | -0.5% | -$1,934 | 减仓 |
| IYW | ISHARES TR | $38.83万 | 0.26% | 2,140 | -13 | -0.6% | -$2,359 | 减仓 |
| ABBV | ABBVIE INC | $38.37万 | 0.26% | 1,764 | -225 | -11.3% | -$4.89万 | 减仓 |
| SPGI | S&P GLOBAL INC | $38.08万 | 0.25% | 895 | 34 | 3.9% | $1.45万 | 加仓 |
| VGT | VANGUARD WORLD FD | $38.03万 | 0.25% | 545 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $37.18万 | 0.25% | 3,694 | 3,694 | — | $37.18万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $36.73万 | 0.25% | 1,765 | -110 | -5.9% | -$2.29万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $35.77万 | 0.24% | 7,852 | 7,852 | — | $35.77万 | 新建仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $35.60万 | 0.24% | 8,566 | 8,566 | — | $35.60万 | 新建仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $35.55万 | 0.24% | 10,907 | 10,907 | — | $35.55万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $35.24万 | 0.24% | 6,932 | 6,932 | — | $35.24万 | 新建仓 |
| WMT | WALMART INC | $35.10万 | 0.23% | 2,824 | -563 | -16.6% | -$7.00万 | 减仓 |
| AMGN | AMGEN INC | $33.94万 | 0.23% | 965 | -119 | -11.0% | -$4.19万 | 减仓 |
| IVLU | ISHARES TR | $33.80万 | 0.23% | 8,518 | 53 | 0.6% | $2,103 | 加仓 |
| INTU | INTUIT | $32.90万 | 0.22% | 761 | 95 | 14.3% | $4.11万 | 加仓 |
| IWF | ISHARES TR | $32.04万 | 0.21% | 751 | 15 | 2.0% | $6,399 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $30.92万 | 0.21% | 5,597 | 19 | 0.3% | $1,050 | 加仓 |
| IWM | ISHARES TR | $30.69万 | 0.21% | 1,238 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.63万 | 0.20% | 1,253 | -165 | -11.6% | -$4.03万 | 减仓 |
| RTX | RTX CORPORATION | $30.59万 | 0.20% | 1,586 | 27 | 1.7% | $5,207 | 加仓 |
| CSCO | CISCO SYS INC | $30.58万 | 0.20% | 3,941 | -217 | -5.2% | -$1.68万 | 减仓 |
| WFC | WELLS FARGO & CO | $30.58万 | 0.20% | 3,841 | -1 | -0.0% | -$80 | 减仓 |
| DVY | ISHARES TR | $30.39万 | 0.20% | 2,007 | -60 | -2.9% | -$9,085 | 减仓 |
| GE | GE AEROSPACE | $30.37万 | 0.20% | 1,070 | 27 | 2.6% | $7,663 | 加仓 |
| EEM | ISHARES TR | $30.33万 | 0.20% | 5,340 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $30.24万 | 0.20% | 415 | 11 | 2.7% | $8,014 | 加仓 |
| MINT | PIMCO ETF TR | $29.79万 | 0.20% | 2,962 | 31 | 1.1% | $3,117 | 加仓 |
| SHV | ISHARES TR | $29.26万 | 0.20% | 2,650 | 2,650 | — | $29.26万 | 新建仓 |
| HD | HOME DEPOT INC | $29.25万 | 0.20% | 889 | 3 | 0.3% | $987 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $29.18万 | 0.19% | 10,019 | 224 | 2.3% | $6,525 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $29.03万 | 0.19% | 9,519 | -77 | -0.8% | -$2,348 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $28.91万 | 0.19% | 6,146 | -320 | -4.9% | -$1.50万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $28.53万 | 0.19% | 3,370 | 2 | 0.1% | $169 | 加仓 |
| IWP | ISHARES TR | $28.28万 | 0.19% | 2,207 | 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 |
| VUG | VANGUARD INDEX FDS | $28.10万 | 0.19% | 643 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $28.04万 | 0.19% | 2,884 | -79 | -2.7% | -$7,681 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $26.78万 | 0.18% | 6,048 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $26.63万 | 0.18% | 11,468 | -72 | -0.6% | -$1,672 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.40万 | 0.18% | 528 | 21 | 4.1% | $1.05万 | 加仓 |
| ADI | ANALOG DEVICES INC | $26.28万 | 0.18% | 826 | -64 | -7.2% | -$2.04万 | 减仓 |
| GLW | CORNING INC | $26.13万 | 0.17% | 1,922 | 1,922 | — | $26.13万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.12万 | 0.17% | 564 | -165 | -22.6% | -$7.64万 | 减仓 |
| IAU | ISHARES GOLD TR | $26.11万 | 0.17% | 2,961 | -168 | -5.4% | -$1.48万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $25.83万 | 0.17% | 2,781 | 113 | 4.2% | $1.05万 | 加仓 |