Accelerate Investment Advisors LLC 13F 持仓 · 2026年Q2
Accelerate Investment Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 149 只证券,申报市值合计 1.74 亿美元。前几大持仓:SPYM(13.80%)、IDEV(8.87%)、AGG(7.47%)。本季前 25 大持仓中:增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $24.0M | 13.80% | 273,416 | 减持 |
| 2 | IDEV | ISHARES TR | $15.4M | 8.87% | 173,530 | 减持 |
| 3 | AGG | ISHARES TR | $13.0M | 7.47% | 131,339 | 增持 |
| 4 | IVV | ISHARES TR | $9.3M | 5.34% | 12,427 | 增持 |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $6.5M | 3.75% | 143,715 | 增持 |
| 6 | VO | VANGUARD INDEX FDS | $6.3M | 3.62% | 78,300 | 增持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $5.2M | 2.96% | 86,459 | 减持 |
| 8 | AAPL | APPLE INC | $4.3M | 2.44% | 14,712 | 增持 |
| 9 | AMZN | AMAZON COM INC | $3.6M | 2.09% | 15,241 | 增持 |
| 10 | SCHA | SCHWAB STRATEGIC TR | $3.6M | 2.06% | 99,267 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $3.5M | 2.00% | 17,372 | 增持 |
| 12 | IVW | ISHARES TR | $3.1M | 1.76% | 22,265 | 增持 |
| 13 | DYNF | BLACKROCK ETF TRUST | $2.7M | 1.53% | 39,287 | 增持 |
| 14 | IVE | ISHARES TR | $2.6M | 1.51% | 11,592 | 减持 |
| 15 | TPL | TEXAS PACIFIC LAND CORPORATI | $2.4M | 1.38% | 5,483 | 持平 |
| 16 | IEMG | ISHARES INC | $2.0M | 1.13% | 23,765 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $1.8M | 1.06% | 4,927 | 增持 |
| 18 | ITOT | ISHARES TR | $1.7M | 0.99% | 10,548 | 增持 |
| 19 | VOO | VANGUARD INDEX FDS | $1.6M | 0.90% | 2,275 | 增持 |
| 20 | REET | ISHARES TR | $1.5M | 0.85% | 53,302 | 增持 |
| 21 | SCHP | SCHWAB STRATEGIC TR | $1.4M | 0.81% | 53,387 | 增持 |
| 22 | XOM | EXXON MOBIL CORP | $1.4M | 0.78% | 9,991 | 增持 |
| 23 | GOOG | ALPHABET INC | $1.3M | 0.76% | 3,757 | 增持 |
| 24 | TSLA | TESLA INC | $1.2M | 0.70% | 2,910 | 增持 |
| 25 | EFG | ISHARES TR | $1.2M | 0.69% | 9,616 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR