13FBOX
ACCREDITED INVESTOR SERVICES, LLC · 13F 持仓分析
期权收益计算器 机构排行

ACCREDITED INVESTOR SERVICES, LLC

No.7572 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.77亿
环比变动 Q1 2026
+$2,123.4万+13.6%
持仓股票数
81
新买入
5
加仓
23
减仓
29
清仓
1
持股不变
24
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
A美国世纪ETF信托AVUS
37.45%36.87%$6,628.1万51.7万股$5,742.9万51.7万股+961股+0.19%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
18.32%18.89%$3,242.9万88.0万股$2,942.7万86.6万股+1.4万股+1.62%加仓
F富达Covington信托FBCG
16.42%15.07%$2,906.6万46.8万股$2,347.2万46.8万股-336股-0.07%减仓
AAvantis·U SAVUV
4.03%3.98%$713.1万5.7万股$620.0万5.6万股+1,027股+1.83%加仓
DDimensional维度ETF信托DFAC
2.07%2.06%$366.3万8.3万股$321.3万8.3万股-104股-0.13%减仓
IiShares黄金信托IAU
1.37%1.82%$242.3万3.2万股$282.9万3.2万股00.00%持仓不变
IiShares安硕信托USMV
1.29%1.48%$228.4万2.4万股$230.5万2.5万股-1,177股-4.74%减仓
SSPDR标普500 ETFSPY
1.25%1.23%$220.7万2,955股$192.2万2,955股00.00%持仓不变
IiShares安硕信托GVI
1.02%1.15%$180.7万1.7万股$179.4万1.7万股+124股+0.74%加仓
IiShares安硕信托GVI
0.95%1.07%$168.4万1.6万股$166.1万1.6万股00.00%持仓不变
IiShares安硕·MSCIQUAL
0.74%0.73%$131.6万5,996股$113.6万5,921股+75股+1.27%加仓
V先锋领航指数基金VOO
0.68%0.67%$120.3万1,751股$104.6万1,751股00.00%持仓不变
V先锋领航市政债券基金VTEB
0.61%0.66%$108.5万2.1万股$102.5万2.1万股+903股+4.40%加仓
DDimensional维度·USDFUV
0.57%0.57%$100.3万1.8万股$88.4万1.8万股-7股-0.04%减仓
NUVEEN MUNICIPAL VALUENUV
0.56%0.66%$99.4万10.8万股$103.4万11.5万股-7,180股-6.24%减仓
SSPDR行业精选信托XLF
0.55%0.6%$98.2万1.8万股$93.6万1.9万股-641股-3.38%减仓
NUVEEN AMT FREE QLTY MUNNEA
0.55%0.64%$96.9万8.2万股$99.3万8.8万股-5,958股-6.74%减仓
V先锋领航指数基金VTV
0.5%0.51%$87.7万4,023股$78.9万4,023股00.00%持仓不变
V先锋领航斯科茨代尔基金VTWO
0.43%0.41%$76.9万6,337股$63.5万6,337股00.00%持仓不变
SSPDR行业精选信托XLE
0.43%0.59%$75.9万1.4万股$91.9万1.5万股-710股-4.73%减仓
V先锋领航指数基金VUG
0.42%0.42%$75.1万8,713股$64.8万1,484股+7,229股+487.13%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.37%0.4%$66.0万4,157股$61.6万4,199股-42股-1.00%减仓
VIRTUS DIVIDEND INTEREST &PR COMNFJ
0.36%0.37%$64.0万4.2万股$58.2万4.6万股-4,002股-8.67%减仓
IiShares安硕IEMG
0.33%0.33%$59.2万7,148股$51.9万7,440股-292股-3.92%减仓
IiShares安硕信托MTUM
0.32%0.25%$56.3万1,643股$39.4万1,643股00.00%持仓不变
IiShares安硕信托IEFA
0.31%0.33%$54.2万5,609股$50.8万5,609股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.3%0.31%$52.5万2,220股$48.6万2,261股-41股-1.81%减仓
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INTAOD
0.28%0.32%$49.1万4.8万股$50.5万5.5万股-7,220股-13.17%减仓
IISHARES FUTURE AI & TECHETFARTY
0.26%0.17%$46.6万6,124股$27.1万5,830股+294股+5.04%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.26%0.25%$45.7万5,555股$39.5万5,555股00.00%持仓不变
IiShares安硕信托IQLT
0.25%0.27%$44.2万8,924股$42.0万9,077股-153股-1.69%减仓
IINVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFIDLV
0.24%0.27%$41.7万1.2万股$41.6万1.2万股00.00%持仓不变
IiShares安硕信托ITOT
0.23%0.24%$40.6万2,474股$36.6万2,571股-97股-3.77%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.23%0.23%$40.6万5,814股$36.3万5,814股00.00%持仓不变
VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF
0.23%0.26%$40.5万2.3万股$39.8万2.3万股00.00%持仓不变
VVanEck ETF信托HYD
0.23%0.25%$40.1万7,783股$38.9万7,753股+30股+0.39%加仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
0.22%0.31%$39.1万8,105股$47.9万9,881股-1,776股-17.97%减仓
G通用动力VTI
0.22%0.22%$38.8万1,049股$33.7万1,049股00.00%持仓不变
AALPS O SHRS U S SML CP QLTY DIV ETFOUSM
0.19%0.2%$34.0万7,157股$31.3万7,157股00.00%持仓不变
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.19%0.19%$33.4万3,032股$29.5万3,032股00.00%持仓不变
IiShares安硕信托IVV
0.19%0.22%$33.3万445股$33.6万514股-69股-13.42%减仓
IiShares安硕信托IVW
0.18%0.17%$31.7万2,308股$26.1万2,308股00.00%持仓不变
WESTERN ASSET EMERGING MKTS DE COMEMD
0.18%0.21%$31.2万2.9万股$32.0万3.3万股-3,503股-10.75%减仓
I景顺交易所交易基金IIPIO
0.17%0.19%$30.8万6,858股$29.7万6,834股+24股+0.35%加仓
VVanEck ETF信托OIH
0.17%0.21%$30.1万810股$32.7万810股00.00%持仓不变
BROOKFIELD REAL ASSETS INCOMRA
0.17%0.18%$30.0万2.3万股$28.6万2.2万股+1,004股+4.51%加仓
NNEUBERGER NEXT GENERATIONNBXG
0.17%0.15%$29.9万1.8万股$22.7万1.8万股+421股+2.39%加仓
NNYLI CBRE GBL INFR MEGTRNDSMEGI
0.17%0.18%$29.7万2.0万股$28.8万2.0万股-75股-0.38%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.16%0.16%$28.4万8,387股$24.4万8,387股00.00%持仓不变
SSPDR黄金信托GLD
0.16%0.21%$27.5万747股$32.1万747股00.00%持仓不变

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