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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 11
增持 86
减持 34
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
EZU
ISHARES INC
+$45.2M
1,478,674
+172%
减持
HYMB
SPDR SER TR
-$44.1M
44,253
-95%
减持
FALN
ISHARES TR
-$32.3M
136,534
-91%
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
XLV
SELECT SECTOR SPDR TR
-$25.5M
12,210
-94%
减持
QQQ
INVESCO QQQ TR
-$17.1M
55,504
-58%
建仓
IXC
ISHARES TR
+$15.3M
406,373
增持
COIN
COINBASE GLOBAL INC
+$12.2M
321,637
+20%
增持
AAPL
APPLE INC
+$8.2M
193,490
+6%
建仓
AGG
ISHARES TR
+$7.8M
78,291
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$7.0M
296,597
增持
—
CRH PLC
+$6.7M
139,360
+1291%
增持
AVUV
AMERICAN CENTY ETF TR
+$6.7M
530,939
+21%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$5.9M
2,688,806
+7%
建仓
—
LINDE PLC
+$5.4M
15,145
清仓
—
LINDE PLC
-$4.7M
0
-100%
增持
IEMG
ISHARES INC
+$4.7M
1,188,659
+4%
增持
MDYG
SPDR SER TR
+$4.1M
584,377
+6%
增持
EEMS
ISHARES INC
+$4.0M
627,101
+10%
减持
VBR
VANGUARD INDEX FDS
-$3.8M
3,019
-89%
增持
GLDM
WORLD GOLD TR
+$3.7M
474,658
+16%
建仓
—
CRANE HLDGS CO
+$3.6M
31,286
增持
MSFT
MICROSOFT CORP
+$3.4M
69,054
+0%
清仓
TLT
ISHARES TR
-$2.5M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$2.4M
18,209
-1%
增持
REGL
PROSHARES TR
+$2.0M
745,187
+5%
减持
IAU
ISHARES GOLD TR
+$2.0M
888,460
-2%
增持
GXC
SPDR INDEX SHS FDS
+$1.8M
213,919
+6%
增持
PCAR
PACCAR INC
+$1.8M
257,958
+49%
增持
CMCSA
COMCAST CORP NEW
+$1.6M
176,196
+22%
增持
BAND
BANDWIDTH INC
-$1.6M
207,816
+0%
减持
VV
VANGUARD INDEX FDS
-$1.5M
1,378
-86%
减持
IBTJ
ISHARES TR
-$1.4M
12,790
-84%
增持
MUB
ISHARES TR
+$1.4M
158,146
+7%
减持
IBTL
ISHARES TR
-$1.4M
14,001
-83%
增持
ORCL
ORACLE CORP
+$1.3M
68,391
+10%
减持
AMZN
AMAZON COM INC
+$1.2M
64,864
-0%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$1.2M
35,874
+26%
增持
TXN
TEXAS INSTRS INC
+$1.2M
36,321
+8%
增持
CSCO
CISCO SYS INC
+$1.2M
131,795
+9%
减持
TFI
SPDR SER TR
-$1.1M
126,065
-18%
增持
AVGO
BROADCOM INC
+$1.1M
6,352
+20%
增持
CUBE
CUBESMART
+$1.1M
85,082
+20%
增持
—
MEDTRONIC PLC
+$1.1M
69,837
+19%
清仓
SHM
SPDR SER TR
-$1.0M
0
-100%
增持
SBUX
STARBUCKS CORP
+$907.1K
13,928
+154%
增持
MPC
MARATHON PETE CORP
+$876.8K
26,083
+15%
减持
VDC
VANGUARD WORLD FDS
-$859.1K
2,152
-68%
增持
ABT
ABBOTT LABS
+$837.8K
52,406
+29%
增持
SPSB
SPDR SER TR
+$805.9K
142,301
+23%
减持
IEF
ISHARES TR
-$796.8K
155,645
-8%
减持
IBTH
ISHARES TR
-$787.8K
10,547
-77%
增持
TROW
PRICE T ROWE GROUP INC
+$765.8K
28,393
+27%
建仓
IVV
ISHARES TR
+$754.7K
1,836
增持
TFC
TRUIST FINL CORP
+$742.9K
114,440
+56%
增持
TJX
TJX COS INC NEW
+$693.4K
48,999
+24%
增持
SPYG
SPDR SER TR
+$665.2K
57,002
+16%
增持
NEE
NEXTERA ENERGY INC
+$621.7K
59,386
+26%
增持
CXT
CRANE HLDGS CO
+$600.8K
31,286
+7%
增持
DHR
DANAHER CORPORATION
+$586.9K
22,163
+18%
增持
FNKO
FUNKO INC
-$576.5K
412,912
+1%
增持
CMI
CUMMINS INC
+$542.0K
12,720
+23%
减持
EWX
SPDR INDEX SHS FDS
-$509.9K
212,854
-8%
增持
MCD
MCDONALDS CORP
+$509.0K
17,485
+5%
增持
MRSH
MARSH & MCLENNAN COS INC
+$508.5K
22,373
+15%
增持
PG
PROCTER AND GAMBLE CO
+$500.8K
40,107
+11%
建仓
ICLN
ISHARES TR
+$484.6K
24,498
增持
JPM
JPMORGAN CHASE & CO
+$478.8K
39,474
+13%
增持
INTC
INTEL CORP
+$473.3K
75,461
+0%
增持
GOOG
ALPHABET INC
+$438.7K
16,363
+15%
清仓
IEFA
ISHARES TR
-$416.2K
0
-100%
减持
MCHI
ISHARES TR
+$408.4K
213,988
-1%
清仓
VNQ
VANGUARD INDEX FDS
-$383.1K
0
-100%
增持
KO
COCA COLA CO
+$379.9K
83,649
+11%
清仓
IWO
ISHARES TR
-$377.6K
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$359.6K
22,933
+8%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$350.9K
0
-100%
建仓
IWD
ISHARES TR
+$350.2K
2,300
增持
BAC
BANK AMERICA CORP
-$346.7K
79,209
+0%
增持
CRM
SALESFORCE INC
+$329.3K
4,830
+1%
建仓
MA
MASTERCARD INCORPORATED
+$320.9K
883
清仓
JNK
SPDR SER TR
-$318.0K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$310.2K
0
-100%
清仓
NVS
NOVARTIS AG
-$309.7K
0
-100%
清仓
ANGL
VANECK ETF TRUST
-$304.9K
0
-100%
建仓
CMBS
ISHARES TR
+$278.6K
6,031
增持
BBY
BEST BUY INC
+$275.8K
49,366
+10%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$271.1K
6,840
-51%
清仓
DBMF
LITMAN GREGORY FDS TR
-$262.4K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$259.2K
0
-100%
减持
GOVT
ISHARES TR
-$254.1K
54,773
-19%
增持
WFC
WELLS FARGO CO NEW
-$248.5K
64,117
+0%
增持
BA
BOEING CO
+$244.9K
10,432
+1%
清仓
SPY
SPDR S&P 500 ETF TR
-$243.6K
0
-100%
清仓
STIP
ISHARES TR
-$241.2K
0
-100%
清仓
XOP
SPDR SER TR
-$238.1K
0
-100%
建仓
NEAR
ISHARES U S ETF TR
+$234.1K
4,720
减持
FCX
FREEPORT-MCMORAN INC
+$228.2K
86,000
-1%
增持
PFE
PFIZER INC
-$226.9K
23,360
+1%
增持
META
META PLATFORMS INC
+$226.4K
2,388
+3%
减持
GOOGL
ALPHABET INC
+$222.1K
19,738
-5%
清仓
PM
PHILIP MORRIS INTL INC
-$209.4K
0
-100%
减持
ALNT
ALLIED MOTION TECHNOLOGIES I
-$209.1K
217,512
-12%
清仓
LOW
LOWES COS INC
-$201.8K
0
-100%
增持
ROST
ROSS STORES INC
-$195.8K
20,025
+0%
增持
DOW
DOW INC
+$193.1K
42,802
+0%
减持
GLD
SPDR GOLD TR
+$187.7K
18,181
-2%
增持
V
VISA INC
+$174.1K
1,793
+62%
增持
CNXC
CONCENTRIX CORP
-$160.3K
13,872
+0%
增持
TSLA
TESLA INC
+$158.4K
1,854
+1%
增持
—
BLACKROCK INC
+$148.2K
7,153
+9%
减持
MMM
3M CO
-$142.8K
9,060
-1%
增持
SDY
SPDR SER TR
+$141.6K
72,309
+3%
增持
—
ACCENTURE PLC IRELAND
+$138.6K
1,818
+27%
增持
COST
COSTCO WHSL CORP NEW
+$136.9K
2,961
+1%
减持
UNP
UNION PAC CORP
-$133.0K
11,376
-3%
增持
TLH
ISHARES TR
+$111.1K
3,829
+26%
增持
DE
DEERE & CO
-$110.0K
7,065
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$109.9K
6,593
-12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$100.5K
22,472
-13%
增持
NFLX
NETFLIX INC
+$98.8K
1,458
+6%
增持
—
DUPONT DE NEMOURS INC
+$92.9K
28,067
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$88.8K
759
+37%
增持
CAT
CATERPILLAR INC
+$87.9K
16,634
+7%
减持
XLE
SELECT SECTOR SPDR TR
-$85.1K
12,101
-3%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$84.6K
4,705
-4%
减持
SRE
SEMPRA
-$83.9K
23,484
-0%
增持
MRK
MERCK & CO INC
-$72.5K
16,991
+0%
增持
LLY
LILLY ELI & CO
-$71.8K
3,530
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$68.5K
50,881
+1%
增持
CVX
CHEVRON CORP NEW
-$67.9K
36,085
+9%
增持
IJH
ISHARES TR
+$65.9K
2,265
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$62.1K
4,359
+5%
增持
DIS
DISNEY WALT CO
+$47.0K
2,773
+4%
增持
CTVA
CORTEVA INC
+$46.5K
27,737
+0%
减持
DTE
DTE ENERGY CO
-$46.0K
5,498
-0%
增持
JNJ
JOHNSON & JOHNSON
-$44.5K
44,139
+13%
增持
TMUS
T-MOBILE US INC
+$43.5K
4,791
+3%
增持
GD
GENERAL DYNAMICS CORP
-$41.2K
2,135
+0%
增持
MSI
MOTOROLA SOLUTIONS INC
+$30.9K
823
+4%
增持
KR
KROGER CO
+$30.3K
6,032
+1%
增持
SNX
TD SYNNEX CORPORATION
+$29.3K
13,871
+0%
清仓
—
DANIMER SCIENTIFIC INC
-$27.3K
0
-100%
减持
ETR
ENTERGY CORP NEW
-$27.2K
3,932
-2%
增持
HD
HOME DEPOT INC
-$27.0K
14,897
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$26.6K
646
+3%
减持
PLD
PROLOGIS INC.
+$25.8K
2,165
-0%
增持
PYPL
PAYPAL HLDGS INC
+$25.4K
4,148
+2%
增持
PSX
PHILLIPS 66
-$23.2K
9,235
+0%
减持
MO
ALTRIA GROUP INC
-$21.8K
9,862
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$21.7K
718
+1%
