小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Parcion Private Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Parcion Private Wealth LLC
报告期 2026-03-31 · CIK 0001801263
持仓数
435
前50大市值合计
$1.21B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q2
22Q1
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 15
增持 92
减持 32
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
COIN
COINBASE GLOBAL INC
+$78.8M
280,957
建仓
IAU
ISHARES GOLD TR
+$49.9M
1,482,853
清仓
—
ISHARES GOLD TR
-$48.1M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
IEMG
ISHARES INC
+$20.3M
319,043
减持
VV
VANGUARD INDEX FDS
-$9.5M
24,634
-66%
增持
BAND
BANDWIDTH INC
-$7.4M
157,125
+0%
减持
VBR
VANGUARD INDEX FDS
-$7.4M
151,761
-23%
增持
KRE
SPDR SER TR
+$6.1M
564,564
+10%
增持
ESGD
ISHARES TR
+$5.6M
647,683
+10%
清仓
—
REDFIN CORP
-$5.0M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$4.8M
791,703
+5%
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$4.3M
28,830
清仓
—
DANIMER SCIENTIFIC INC
-$4.3M
0
-100%
减持
DIS
DISNEY WALT CO
-$4.2M
4,246
-85%
增持
EEMS
ISHARES INC
+$4.2M
686,006
+12%
建仓
XLK
SELECT SECTOR SPDR TR
+$3.9M
24,743
增持
MSFT
MICROSOFT CORP
+$3.6M
108,810
+0%
增持
NUMG
NUSHARES ETF TR
+$3.5M
170,977
+53%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$3.4M
44,468
+28%
增持
SQ
SQUARE INC
+$2.8M
40,983
+35%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.6M
88,475
-31%
增持
SUB
ISHARES TR
+$2.4M
173,484
+15%
增持
VBK
VANGUARD INDEX FDS
+$2.1M
98,024
+8%
增持
FALN
ISHARES TR
+$1.9M
781,188
+9%
增持
SHM
SPDR SER TR
+$1.9M
177,358
+28%
减持
MUB
ISHARES TR
-$1.6M
138,555
-8%
增持
STIP
ISHARES TR
+$1.6M
371,809
+5%
增持
TSCO
TRACTOR SUPPLY CO
+$1.4M
43,591
+13%
增持
—
AVALARA INC
+$1.2M
37,975
+15%
增持
—
ACCENTURE PLC IRELAND
+$1.1M
23,981
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
212,337
+17%
清仓
TMUS
T-MOBILE US INC
-$1.1M
0
-100%
增持
—
INOVALON HLDGS INC
+$962.0K
133,767
+2%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$912.0K
18,626
增持
HD
HOME DEPOT INC
+$882.0K
24,286
+2%
增持
VO
VANGUARD INDEX FDS
+$867.0K
23,440
+13%
增持
DHR
DANAHER CORPORATION
+$725.0K
21,236
+0%
建仓
—
SMARTSHEET INC
+$713.0K
10,219
减持
PCAR
PACCAR INC
-$682.0K
173,750
-2%
增持
RSG
REPUBLIC SVCS INC
+$682.0K
35,908
+1%
增持
CMF
ISHARES TR
+$615.0K
45,041
+30%
减持
MRSH
MARSH & MCLENNAN COS INC
+$607.0K
29,526
-1%
减持
IGSB
ISHARES TR
-$591.0K
222,543
-4%
减持
AAPL
APPLE INC
+$588.0K
142,089
-3%
增持
JPM
JPMORGAN CHASE & CO
+$587.0K
40,405
+2%
增持
GOOGL
ALPHABET INC
+$583.0K
1,263
+4%
增持
—
CHUBB LIMITED
+$516.0K
22,048
+1%
增持
TFC
TRUIST FINL CORP
+$488.0K
70,579
+2%
增持
VFC
V F CORP
-$470.0K
61,945
+1%
增持
CSCO
CISCO SYS INC
+$465.0K
138,810
+2%
增持
DOCU
DOCUSIGN INC
+$454.0K
30,562
+14%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$445.0K
20,442
+2%
减持
SHV
ISHARES TR
-$442.0K
6,618
-38%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$430.0K
7,259
增持
—
LINDE PLC
+$428.0K
19,644
+1%
增持
NEE
NEXTERA ENERGY INC
+$427.0K
50,939
+0%
增持
BAC
BK OF AMERICA CORP
+$404.0K
78,669
+0%
增持
NVS
NOVARTIS AG
-$403.0K
53,427
+0%
建仓
JNK
SPDR SER TR
+$399.0K
3,665
增持
VZ
VERIZON COMMUNICATIONS INC
-$377.0K
111,027
+1%
建仓
ISRG
INTUITIVE SURGICAL INC
+$368.0K
1,073
增持
CVX
CHEVRON CORP NEW
+$350.0K
58,295
+1%
增持
CRM
SALESFORCE COM INC
+$350.0K
7,309
+0%
增持
INVH
INVITATION HOMES INC
+$345.0K
103,290
+1%
增持
NVDA
NVIDIA CORPORATION
+$335.0K
19,591
+297%
减持
PG
PROCTER AND GAMBLE CO
+$331.0K
43,922
-1%
减持
ROK
ROCKWELL AUTOMATION INC
+$330.0K
14,119
-2%
减持
MCHI
ISHARES TR
-$318.0K
5,799
-34%
清仓
SPSB
SPDR SER TR
-$302.0K
0
-100%
增持
GOOG
ALPHABET INC
+$301.0K
731
+4%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$298.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$283.0K
24,729
+0%
减持
BA
BOEING CO
-$270.0K
11,661
-0%
建仓
BX
BLACKSTONE INC
+$250.0K
2,028
增持
—
MEDTRONIC PLC
+$250.0K
53,821
+1%
增持
COST
COSTCO WHSL CORP NEW
+$248.0K
3,921
+2%
减持
—
BLACKROCK INC
+$244.0K
7,603
-0%
增持
CMCSA
COMCAST CORP NEW
-$243.0K
95,759
+1%
增持
GDX
VANECK ETF TRUST
+$238.0K
39,465
+28%
清仓
MA
MASTERCARD INCORPORATED
-$227.0K
0
-100%
建仓
LOW
LOWES COS INC
+$225.0K
1,036
清仓
PTON
PELOTON INTERACTIVE INC
-$219.0K
0
-100%
建仓
—
PIPER SANDLER COMPANIES
+$215.0K
1,361
增持
NKE
NIKE INC
+$211.0K
42,409
+1%
清仓
QCOM
QUALCOMM INC
-$207.0K
0
-100%
建仓
IJH
ISHARES TR
+$206.0K
750
清仓
BND
VANGUARD BD INDEX FDS
-$205.0K
0
-100%
清仓
—
GENERAL ELECTRIC CO
-$203.0K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$202.0K
3,789
增持
NFLX
NETFLIX INC
+$198.0K
1,670
+4%
增持
TXN
TEXAS INSTRS INC
+$198.0K
35,877
+2%
减持
WFC
WELLS FARGO CO NEW
+$192.0K
70,219
-1%
增持
QQQ
INVESCO QQQ TR
+$189.0K
2,748
+18%
减持
DOW
DOW INC
-$189.0K
34,819
-2%
增持
UNP
UNION PAC CORP
+$185.0K
28,722
+1%
减持
—
DUPONT DE NEMOURS INC
-$183.0K
28,128
-1%
增持
COP
CONOCOPHILLIPS
+$164.0K
11,918
+1%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$157.0K
36,603
+10%
减持
AEP
AMERICAN ELEC PWR CO INC
-$134.0K
47,792
-2%
增持
DE
DEERE & CO
-$128.0K
7,074
+1%
增持
USB
US BANCORP DEL
+$126.0K
33,510
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$126.0K
3,541
-37%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$121.0K
8,022
-1%
增持
—
CRANE CO
+$121.0K
44,612
+2%
减持
MS
MORGAN STANLEY
+$120.0K
11,768
-0%
减持
MINT
PIMCO ETF TR
-$120.0K
2,541
-32%
增持
TSLA
TESLA INC
+$116.0K
444
+19%
增持
DSI
ISHARES TR
+$107.0K
16,935
+2%
减持
CAT
CATERPILLAR INC
-$104.0K
4,258
-3%
减持
EEM
ISHARES TR
-$101.0K
5,847
-20%
减持
IJS
ISHARES TR
-$87.0K
2,000
-29%
增持
SRE
SEMPRA
-$84.0K
23,476
+0%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$83.0K
1,526
-11%
减持
VOT
VANGUARD INDEX FDS
-$82.0K
215,248
-5%
增持
PFE
PFIZER INC
+$81.0K
23,934
+3%
增持
KO
COCA COLA CO
+$80.0K
96,643
+1%
增持
DTE
DTE ENERGY CO
-$78.0K
5,494
+0%
减持
SDY
SPDR SER TR
-$78.0K
124,110
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$75.0K
702
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$73.0K
4,621
+4%
减持
IVV
ISHARES TR
-$71.0K
19,367
-5%
减持
MO
ALTRIA GROUP INC
-$71.0K
9,967
-15%
增持
UNH
UNITEDHEALTH GROUP INC
+$67.0K
872
+16%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$66.0K
1,035
+7%
增持
PYPL
PAYPAL HLDGS INC
-$62.0K
4,903
+4%
增持
ESML
ISHARES TR
+$61.0K
8,428
+22%
减持
RODM
LATTICE STRATEGIES TR
-$54.0K
6,961
-20%
增持
ESS
ESSEX PPTY TR INC
+$54.0K
1,389
+2%
增持
GLD
SPDR GOLD TR
+$51.0K
23,492
+2%
增持
JNJ
JOHNSON & JOHNSON
+$48.0K
46,226
+3%
增持
MMM
3M CO
-$44.0K
3,804
+3%
增持
LLY
LILLY ELI & CO
+$44.0K
3,604
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$44.0K
7,360
+1%
增持
ICLN
ISHARES TR
+$42.0K
23,942
+11%
增持
AVGO
BROADCOM INC
+$42.0K
856
+5%
增持
PEP
PEPSICO INC
+$41.0K
2,734
+3%
增持
SLB
SCHLUMBERGER LTD
+$39.0K
17,722
+1%
增持
ABT
ABBOTT LABS
+$38.0K
6,487
+4%
增持
PSX
PHILLIPS 66
-$34.0K
9,218
+1%
增持
MRK
MERCK & CO INC
+$34.0K
19,471
+2%
增持
—
CRH PLC
-$33.0K
10,020
+0%
增持
AMGN
AMGEN INC
-$32.0K
1,149
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$32.0K
14,458
+1%
增持
BAR
GRANITESHARES GOLD TR
+$31.0K
12,124
+17%
增持
AMZN
AMAZON COM INC
+$30.0K
3,231
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$29.0K
5,579
+5%
增持
V
VISA INC
+$29.0K
1,513
+11%
增持
ES
EVERSOURCE ENERGY
+$28.0K
3,090
+4%
增持
WMT
WALMART INC
+$24.0K
1,994
+10%
增持
CTVA
CORTEVA INC
-$18.0K
28,246
+0%
