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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
22Q1 调仓
2021-09-30 → 2022-03-31 · 共 150 项
建仓 26
增持 17
减持 76
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
VOT
VANGUARD INDEX FDS
-$52.9M
1,809
-99%
建仓
AVUV
AMERICAN CENTY ETF TR
+$45.7M
572,840
建仓
VOE
VANGUARD INDEX FDS
+$43.7M
291,975
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。
减持
XLE
SELECT SECTOR SPDR TR
-$43.6M
22,928
-97%
建仓
IEF
ISHARES TR
+$31.5M
292,634
减持
VBK
VANGUARD INDEX FDS
-$27.8M
1,688
-98%
减持
COIN
COINBASE GLOBAL INC
-$27.8M
268,719
-4%
增持
EFA
ISHARES TR
+$26.6M
370,357
+4582%
减持
ESGD
ISHARES TR
-$26.3M
349,209
-46%
减持
VBR
VANGUARD INDEX FDS
-$25.8M
5,409
-96%
增持
STIP
ISHARES TR
+$23.7M
600,595
+62%
增持
NUMG
NUSHARES ETF TR
+$18.6M
644,973
+277%
增持
MUB
ISHARES TR
+$16.1M
293,043
+111%
建仓
IXC
ISHARES TR
+$14.2M
391,449
增持
GXC
SPDR INDEX SHS FDS
+$14.0M
161,023
+8896%
减持
SUB
ISHARES TR
-$12.9M
55,535
-68%
建仓
EUFN
ISHARES TR
+$12.4M
658,137
减持
CRWD
CROWDSTRIKE HLDGS INC
-$11.0M
5,184
-88%
清仓
SQ
SQUARE INC
-$10.2M
0
-100%
建仓
SCHC
SCHWAB STRATEGIC TR
+$9.6M
253,824
清仓
IVV
ISHARES TR
-$8.7M
0
-100%
减持
IGSB
ISHARES TR
-$8.5M
69,094
-69%
建仓
EWX
SPDR INDEX SHS FDS
+$8.3M
146,432
清仓
DOCU
DOCUSIGN INC
-$8.0M
0
-100%
增持
IEMG
ISHARES INC
+$7.8M
507,393
+59%
清仓
—
AVALARA INC
-$6.6M
0
-100%
建仓
MDYG
SPDR SER TR
+$6.4M
86,578
减持
IJK
ISHARES TR
-$6.4M
8,982
-90%
减持
EEMS
ISHARES INC
-$6.3M
637,266
-7%
减持
KRE
SPDR SER TR
-$5.9M
490,772
-13%
增持
BAND
BANDWIDTH INC
-$5.9M
255,835
+63%
清仓
—
INOVALON HLDGS INC
-$5.4M
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$5.4M
63,169
增持
GLD
SPDR GOLD TR
+$4.9M
48,833
+108%
减持
MSFT
MICROSOFT CORP
-$4.4M
92,088
-15%
增持
PCAR
PACCAR INC
+$4.0M
216,956
+25%
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$3.9M
82,018
减持
AAPL
APPLE INC
+$3.9M
138,421
-3%
清仓
XLK
SELECT SECTOR SPDR TR
-$3.9M
0
-100%
减持
VO
VANGUARD INDEX FDS
-$3.8M
8,407
-64%
建仓
VTIP
VANGUARD MALVERN FDS
+$3.7M
72,434
减持
FALN
ISHARES TR
-$3.6M
713,217
-9%
增持
EEM
ISHARES TR
+$3.5M
84,652
+1348%
增持
SHM
SPDR SER TR
+$3.4M
257,573
+45%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.4M
311,312
+47%
清仓
IJT
ISHARES TR
-$3.1M
0
-100%
减持
VSGX
VANGUARD WORLD FD
-$3.0M
5,164
-90%
减持
IAU
ISHARES GOLD TR
-$3.0M
1,274,267
-14%
清仓
ESGU
ISHARES TR
-$2.8M
0
-100%
清仓
—
QAD INC
-$2.6M
0
-100%
清仓
NUSC
NUSHARES ETF TR
-$2.5M
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$2.2M
32,999
-18%
减持
HD
HOME DEPOT INC
-$2.2M
21,143
-13%
减持
TSCO
TRACTOR SUPPLY CO
-$1.9M
29,000
-33%
减持
NKE
NIKE INC
-$1.8M
36,074
-15%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.8M
65,110
-26%
建仓
SCZ
ISHARES TR
+$1.8M
26,995
减持
—
BLACKROCK INC
-$1.8M
6,742
-11%
减持
AMZN
AMAZON COM INC
-$1.6M
2,843
-12%
减持
CMF
ISHARES TR
-$1.3M
25,458
-43%
减持
INVH
INVITATION HOMES INC
-$1.3M
71,013
-31%
清仓
GDX
VANECK ETF TRUST
-$1.3M
0
-100%
减持
DHR
DANAHER CORPORATION
-$1.2M
17,552
-17%
减持
ROK
ROCKWELL AUTOMATION INC
-$1.2M
11,635
-18%
减持
RSG
REPUBLIC SVCS INC
-$1.2M
25,532
-29%
减持
SBUX
STARBUCKS CORP
-$1.2M
7,297
-56%
建仓
MDYV
SPDR SER TR
+$1.1M
16,106
减持
—
ACCENTURE PLC IRELAND
-$1.1M
21,025
-12%
减持
DSI
ISHARES TR
-$1.1M
4,523
-73%
减持
VFC
V F CORP
-$1.1M
61,886
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.0M
93,600
-16%
减持
NXST
NEXSTAR MEDIA GROUP INC
+$1.0M
28,500
-1%
减持
CSCO
CISCO SYS INC
-$1.0M
119,334
-14%
清仓
QQQ
INVESCO QQQ TR
-$1.0M
0
-100%
清仓
ESGE
ISHARES INC
-$978.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$968.0K
971
-69%
增持
FCX
FREEPORT-MCMORAN INC
+$958.0K
86,063
+0%
减持
SRE
SEMPRA
+$933.0K
23,400
-0%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$931.0K
23,626
-35%
清仓
AGG
ISHARES TR
-$911.0K
0
-100%
增持
FNKO
FUNKO INC
-$909.0K
512,160
+0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$892.0K
22,833
-23%
减持
TFC
TRUIST FINL CORP
-$888.0K
60,531
-14%
减持
NEE
NEXTERA ENERGY INC
-$870.0K
38,569
-24%
增持
—
MEDTRONIC PLC
-$848.0K
54,328
+1%
减持
PYPL
PAYPAL HLDGS INC
-$821.0K
4,266
-13%
减持
CRM
SALESFORCE COM INC
-$810.0K
6,284
-14%
建仓
RLY
SSGA ACTIVE ETF TR
+$806.0K
26,147
建仓
EOG
EOG RES INC
+$787.0K
6,603
减持
CMCSA
COMCAST CORP NEW
-$775.0K
93,884
-2%
清仓
SHV
ISHARES TR
-$731.0K
0
-100%
建仓
TFI
SPDR SER TR
+$716.0K
14,948
清仓
—
SMARTSHEET INC
-$713.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$706.0K
1,008
-20%
建仓
DVY
ISHARES TR
+$678.0K
5,291
减持
META
META PLATFORMS INC
-$674.0K
2,318
-39%
减持
PG
PROCTER AND GAMBLE CO
-$672.0K
37,004
-16%
增持
VV
VANGUARD INDEX FDS
+$664.0K
27,884
+13%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$653.0K
15,140
-26%
减持
MCD
MCDONALDS CORP
-$633.0K
21,675
-12%
建仓
KBWY
INVESCO EXCH TRADED FD TR II
+$629.0K
24,700
建仓
IJJ
ISHARES TR
+$625.0K
5,702
减持
CVX
CHEVRON CORP NEW
+$609.0K
42,952
-26%
减持
SMOG
VANECK ETF TRUST
-$600.0K
5,103
-40%
增持
AVGO
BROADCOM INC
+$597.0K
1,678
+96%
减持
DE
DEERE & CO
+$579.0K
7,045
-0%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$577.0K
11,908
减持
BA
BOEING CO
-$551.0K
10,377
-11%
减持
—
LINDE PLC
-$530.0K
17,294
-12%
减持
NFLX
NETFLIX INC
-$524.0K
1,345
-19%
减持
NVDA
NVIDIA CORPORATION
+$492.0K
17,397
-11%
减持
AEP
AMERICAN ELEC PWR CO INC
-$473.0K
35,246
-26%
减持
TXN
TEXAS INSTRS INC
-$471.0K
35,453
-1%
清仓
VTI
VANGUARD INDEX FDS
-$454.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$429.0K
77,826
-1%
减持
—
CHUBB LIMITED
-$412.0K
16,973
-23%
清仓
JNK
SPDR SER TR
-$399.0K
0
-100%
清仓
FIW
FIRST TR EXCHANGE TRADED FD
-$395.0K
0
-100%
减持
—
CRANE CO
-$378.0K
34,902
-22%
减持
MS
MORGAN STANLEY
-$374.0K
9,402
-20%
减持
ABBV
ABBVIE INC
+$365.0K
10,589
-16%
减持
CTVA
CORTEVA INC
+$362.0K
27,650
-2%
清仓
V
VISA INC
-$348.0K
0
-100%
清仓
ESML
ISHARES TR
-$340.0K
0
-100%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$336.0K
4,635
-42%
减持
ICLN
ISHARES TR
-$306.0K
11,291
-53%
减持
SDY
SPDR SER TR
-$302.0K
115,969
-7%
减持
COP
CONOCOPHILLIPS
+$301.0K
11,812
-1%
减持
JD
JD.COM INC
-$298.0K
6,063
-24%
建仓
—
CHARGEPOINT HOLDINGS INC
+$296.0K
14,913
减持
WFC
WELLS FARGO CO NEW
-$280.0K
64,922
-8%
清仓
WMT
WALMART INC
-$280.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$278.0K
4,542
-2%
减持
PANW
PALO ALTO NETWORKS INC
-$275.0K
1,022
-43%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$273.0K
800
-23%
建仓
XOP
SPDR SER TR
+$269.0K
2,000
清仓
MINT
PIMCO ETF TR
-$259.0K
0
-100%
建仓
SLYV
SPDR SER TR
+$257.0K
3,088
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$253.0K
1,944
清仓
—
CYRUSONE INC
-$248.0K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$245.0K
0
-100%
清仓
AMGN
AMGEN INC
-$239.0K
0
-100%
清仓
C
CITIGROUP INC
-$239.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$228.0K
3,831
-10%
清仓
VUG
VANGUARD INDEX FDS
-$227.0K
0
-100%
建仓
SPYG
SPDR SER TR
+$226.0K
3,407
清仓
LOW
LOWES COS INC
-$225.0K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$223.0K
0
-100%
建仓
IHI
ISHARES TR
+$220.0K
3,604
清仓
—
PIPER SANDLER COMPANIES
-$215.0K
0
-100%
