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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
22Q4 调仓
2022-06-30 → 2022-12-31 · 共 150 项
建仓 28
增持 34
减持 45
清仓 43
方向
标的
Δ市值
现股数(环比)
减持
STIP
ISHARES TR
-$61.8M
2,488
-100%
增持
IEMG
ISHARES INC
+$52.5M
1,141,434
+6449%
建仓
REGL
PROSHARES TR
+$50.7M
708,892
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
DFAE
DIMENSIONAL ETF TRUST
-$50.3M
50,241
-98%
建仓
PID
INVESCO EXCHANGE TRADED FD T
+$42.0M
2,513,924
增持
HYMB
SPDR SER TR
+$34.7M
923,855
+358%
减持
VOE
VANGUARD INDEX FDS
-$32.6M
2,294
-99%
清仓
ESGD
ISHARES TR
-$30.7M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$25.8M
199,083
+1945%
增持
MDYG
SPDR SER TR
+$24.1M
549,334
+203%
建仓
EZU
ISHARES INC
+$21.5M
543,869
增持
FALN
ISHARES TR
+$20.8M
1,453,387
+144%
减持
VDC
VANGUARD WORLD FDS
-$17.8M
6,659
-93%
清仓
IXC
ISHARES TR
-$17.8M
0
-100%
清仓
NUMG
NUSHARES ETF TR
-$17.6M
0
-100%
减持
TFI
SPDR SER TR
-$16.7M
154,335
-70%
清仓
EMLC
VANECK ETF TRUST
-$12.9M
0
-100%
建仓
SCZ
ISHARES TR
+$12.2M
216,240
减持
SHM
SPDR SER TR
-$11.9M
22,035
-92%
减持
IEF
ISHARES TR
-$11.5M
169,392
-36%
清仓
EFA
ISHARES TR
-$10.5M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$9.7M
131,021
+57%
减持
COIN
COINBASE GLOBAL INC
-$9.5M
268,249
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$9.0M
25,870
-89%
减持
MSFT
MICROSOFT CORP
-$8.7M
68,850
-29%
减持
GOVT
ISHARES TR
-$8.5M
67,549
-84%
减持
SCHC
SCHWAB STRATEGIC TR
-$7.8M
33,211
-88%
增持
GLDM
WORLD GOLD TR
+$7.4M
410,629
+89%
增持
ALNT
ALLIED MOTION TECHNOLOGIES I
+$6.5M
247,512
+200%
清仓
MDYV
SPDR SER TR
-$5.7M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$5.5M
1,428
-93%
减持
IAU
ISHARES GOLD TR
-$5.5M
903,455
-19%
增持
FNKO
FUNKO INC
-$5.0M
409,741
+3%
清仓
VO
VANGUARD INDEX FDS
-$4.7M
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$4.6M
0
-100%
清仓
SUB
ISHARES TR
-$4.5M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$4.4M
0
-100%
增持
EEMS
ISHARES INC
+$4.3M
571,902
+19%
清仓
XLK
SELECT SECTOR SPDR TR
-$4.1M
0
-100%
减持
NVS
NOVARTIS AG
-$4.0M
3,414
-93%
增持
ABT
ABBOTT LABS
+$3.9M
40,703
+695%
减持
MCHI
ISHARES TR
-$3.6M
216,158
-23%
清仓
XLY
SELECT SECTOR SPDR TR
-$3.6M
0
-100%
增持
GXC
SPDR INDEX SHS FDS
+$3.6M
201,892
+40%
增持
AAPL
APPLE INC
+$3.6M
182,550
+39%
减持
EWX
SPDR INDEX SHS FDS
-$3.5M
230,711
-24%
建仓
SPSB
SPDR SER TR
+$3.4M
116,082
清仓
VTIP
VANGUARD MALVERN FDS
-$3.3M
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$3.3M
0
-100%
减持
INTC
INTEL CORP
-$3.3M
75,368
-44%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.2M
28,310
-71%
建仓
TJX
TJX COS INC NEW
+$3.1M
39,524
清仓
SPTI
SPDR SER TR
-$3.1M
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$2.9M
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$2.9M
27,208
-41%
建仓
CUBE
CUBESMART
+$2.9M
71,080
清仓
—
CHUBB LIMITED
-$2.8M
0
-100%
清仓
DOCU
DOCUSIGN INC
-$2.8M
0
-100%
减持
SDY
SPDR SER TR
-$2.7M
70,368
-26%
增持
PCAR
PACCAR INC
+$2.7M
172,814
+1%
建仓
MPC
MARATHON PETE CORP
+$2.6M
22,682
增持
ORCL
ORACLE CORP
+$2.6M
62,184
+89%
减持
UNP
UNION PAC CORP
-$2.6M
11,699
-50%
清仓
IVV
ISHARES TR
-$2.6M
0
-100%
建仓
CMI
CUMMINS INC
+$2.5M
10,304
减持
AVUV
AMERICAN CENTY ETF TR
-$2.5M
438,158
-11%
建仓
TLT
ISHARES TR
+$2.5M
24,692
建仓
TROW
PRICE T ROWE GROUP INC
+$2.4M
22,371
清仓
SLYV
SPDR SER TR
-$2.3M
0
-100%
建仓
ROST
ROSS STORES INC
+$2.3M
19,997
减持
AEP
AMERICAN ELEC PWR CO INC
-$2.3M
7,475
-77%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$2.3M
0
-100%
增持
AVGO
BROADCOM INC
+$2.2M
5,299
+251%
增持
MUB
ISHARES TR
+$2.1M
147,811
+19%
清仓
KRE
SPDR SER TR
-$2.0M
0
-100%
清仓
IDEV
ISHARES TR
-$1.9M
0
-100%
建仓
CNXC
CONCENTRIX CORP
+$1.8M
13,866
建仓
IBTJ
ISHARES TR
+$1.7M
79,920
增持
BBY
BEST BUY INC
+$1.7M
44,733
+83%
建仓
IBTL
ISHARES TR
+$1.7M
83,015
增持
AMZN
AMAZON COM INC
-$1.7M
65,055
+11%
增持
CMCSA
COMCAST CORP NEW
+$1.6M
143,972
+78%
减持
EEM
ISHARES TR
-$1.4M
107,033
-22%
清仓
POWR
ISHARES INC
-$1.3M
0
-100%
建仓
SNX
TD SYNNEX CORPORATION
+$1.3M
13,866
减持
NKE
NIKE INC
-$1.2M
8,411
-59%
减持
GLD
SPDR GOLD TR
-$1.2M
18,530
-31%
清仓
EOG
EOG RES INC
-$1.2M
0
-100%
增持
SPYG
SPDR SER TR
+$1.1M
49,151
+102%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
减持
BAND
BANDWIDTH INC
+$1.1M
207,220
-1%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
34,788
+12%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$1.1M
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$1.1M
47,318
+33%
增持
CAT
CATERPILLAR INC
+$1.0M
15,522
+4%
建仓
IBTH
ISHARES TR
+$1.0M
46,158
建仓
ISCF
ISHARES TR
+$1.0M
33,813
增持
—
BLACKROCK INC
+$943.0K
6,545
+12%
增持
FCX
FREEPORT-MCMORAN INC
+$903.1K
86,581
+1%
清仓
XLF
SELECT SECTOR SPDR TR
-$900.0K
0
-100%
减持
CMF
ISHARES TR
-$898.1K
15,254
-50%
清仓
REXR
REXFORD INDL RLTY INC
-$841.0K
0
-100%
减持
HD
HOME DEPOT INC
-$824.6K
14,004
-18%
减持
DE
DEERE & CO
+$822.0K
7,060
-0%
增持
—
MEDTRONIC PLC
+$799.0K
58,891
+41%
清仓
DFUS
DIMENSIONAL ETF TRUST
-$794.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$792.9K
16,621
-18%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$719.0K
0
-100%
增持
UIS
UNISYS CORP
-$655.7K
117,289
+21%
建仓
TMUS
T-MOBILE US INC
+$650.4K
4,646
增持
CSCO
CISCO SYS INC
+$585.4K
120,432
+4%
清仓
DFNM
DIMENSIONAL ETF TRUST
-$578.0K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$575.0K
0
-100%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$536.5K
4,898
减持
VOO
VANGUARD INDEX FDS
-$527.5K
4,547
-22%
清仓
EMB
ISHARES TR
-$482.0K
0
-100%
减持
EUFN
ISHARES TR
-$466.2K
19,044
-64%
增持
GOOGL
ALPHABET INC
-$450.7K
20,688
+4%
清仓
IGSB
ISHARES TR
-$441.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$440.0K
18,455
+2%
减持
CVX
CHEVRON CORP NEW
+$439.5K
33,180
-13%
增持
TFC
TRUIST FINL CORP
+$425.5K
73,427
+29%
建仓
VNQ
VANGUARD INDEX FDS
+$383.1K
4,645
清仓
DFAS
DIMENSIONAL ETF TRUST
-$367.0K
0
-100%
减持
CRM
SALESFORCE INC
-$365.4K
4,794
-13%
清仓
VBK
VANGUARD INDEX FDS
-$357.0K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$353.0K
0
-100%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$350.9K
3,413
清仓
VOT
VANGUARD INDEX FDS
-$338.0K
0
-100%
增持
BA
BOEING CO
+$337.2K
10,348
+0%
减持
RSG
REPUBLIC SVCS INC
-$332.6K
21,253
-9%
建仓
TLH
ISHARES TR
+$327.5K
3,027
减持
KBWY
INVESCO EXCH TRADED FD TR II
-$320.2K
12,510
-49%
减持
—
DUPONT DE NEMOURS INC
+$317.5K
27,998
-0%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$317.0K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$310.6K
12,432
-37%
建仓
ANGL
VANECK ETF TRUST
+$304.9K
11,286
清仓
PEP
PEPSICO INC
-$296.0K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$273.0K
0
-100%
减持
DES
WISDOMTREE TR
-$265.6K
134,050
-4%
建仓
DBMF
LITMAN GREGORY FDS TR
+$262.4K
9,015
减持
—
SPDR SER TR
-$261.8K
9,879
-23%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$259.2K
4,432
减持
MMM
3M CO
-$254.9K
9,132
-9%
清仓
VSGX
VANGUARD WORLD FD
-$245.0K
0
-100%
建仓
PLD
PROLOGIS INC.
+$244.3K
2,167
减持
IWO
ISHARES TR
-$242.4K
1,760
-38%
增持
GOOG
ALPHABET INC
-$232.9K
14,235
+6%
建仓
V
VISA INC
+$230.2K
1,108
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$230.1K
1,899
-22%
