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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 142 项
建仓 9
增持 62
减持 56
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
QGRO
AMERICAN CENTY ETF TR
+$37.5M
542,148
减持
EEMS
ISHARES INC
-$29.7M
34,546
-94%
减持
REGL
PROSHARES TR
-$24.9M
396,588
-47%
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
DFEM
DIMENSIONAL ETF TRUST
+$20.8M
866,493
减持
EZU
ISHARES INC
-$20.0M
1,018,615
-31%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$15.1M
3,493,152
+30%
建仓
—
ASML HOLDING N V
+$10.0M
13,784
减持
EWX
SPDR INDEX SHS FDS
-$9.4M
26,778
-87%
增持
AAPL
APPLE INC
+$6.7M
199,041
+3%
增持
MSFT
MICROSOFT CORP
+$4.2M
70,804
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.8M
555,657
+5%
增持
QQQ
INVESCO QQQ TR
+$3.7M
58,300
+5%
增持
DE
DEERE & CO
+$3.6M
16,121
+128%
清仓
CXT
CRANE HLDGS CO
-$3.6M
0
-100%
清仓
—
CRANE HLDGS CO
-$3.6M
0
-100%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$3.3M
436,083
+47%
清仓
SPYG
SPDR SER TR
-$3.2M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
18,340
+1%
增持
SDY
SPDR SER TR
+$2.7M
94,993
+31%
增持
MDYG
SPDR SER TR
+$2.3M
590,505
+1%
增持
COIN
COINBASE GLOBAL INC
+$1.9M
330,390
+3%
增持
IEMG
ISHARES INC
+$1.8M
1,212,984
+2%
减持
ORCL
ORACLE CORP
+$1.7M
67,990
-1%
增持
AVGO
BROADCOM INC
+$1.6M
6,565
+3%
清仓
XLV
SELECT SECTOR SPDR TR
-$1.6M
0
-100%
减持
MCHI
ISHARES TR
-$1.5M
204,420
-4%
减持
IAU
ISHARES GOLD TR
-$1.4M
873,730
-2%
减持
ALNT
ALLIED MOTION TECHNOLOGIES I
-$1.2M
179,842
-17%
增持
IXC
ISHARES TR
+$1.0M
439,175
+8%
增持
GXC
SPDR INDEX SHS FDS
-$947.8K
225,806
+6%
减持
FALN
ISHARES TR
-$909.1K
100,164
-27%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$907.9K
0
-100%
清仓
—
SPDR SER TR
-$830.1K
0
-100%
减持
IEF
ISHARES TR
-$755.0K
151,889
-2%
增持
CMCSA
COMCAST CORP NEW
+$712.9K
177,919
+1%
减持
AMZN
AMAZON COM INC
+$712.0K
56,856
-12%
增持
MUB
ISHARES TR
+$707.1K
166,267
+5%
增持
JPM
JPMORGAN CHASE & CO
+$694.8K
40,145
+2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$656.7K
23,304
+4%
增持
—
MEDTRONIC PLC
+$644.4K
71,222
+2%
增持
ABT
ABBOTT LABS
+$626.3K
54,421
+4%
增持
JNJ
JOHNSON & JOHNSON
+$608.9K
45,013
+2%
减持
TFI
SPDR SER TR
-$575.1K
115,408
-8%
减持
CNXC
CONCENTRIX CORP
-$566.2K
13,869
-0%
减持
IVV
ISHARES TR
-$544.8K
471
-74%
建仓
SPSM
SPDR SER TR
+$534.6K
13,764
建仓
DFSV
DIMENSIONAL ETF TRUST
+$498.6K
19,399
增持
RSG
REPUBLIC SVCS INC
+$478.7K
23,371
+2%
增持
TJX
TJX COS INC NEW
+$468.7K
50,810
+4%
减持
SCZ
ISHARES TR
-$448.9K
199,817
-3%
清仓
VDC
VANGUARD WORLD FDS
-$416.5K
0
-100%
增持
—
LINDE PLC
+$413.2K
15,210
+0%
增持
CAT
CATERPILLAR INC
+$383.5K
17,029
+2%
清仓
IWD
ISHARES TR
-$350.2K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$347.7K
64,301
+0%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$344.2K
1,822
-61%
增持
HD
HOME DEPOT INC
+$339.3K
15,245
+2%
增持
MRK
MERCK & CO INC
+$335.9K
18,577
+9%
增持
MPC
MARATHON PETE CORP
-$332.4K
27,311
+5%
减持
IJH
ISHARES TR
-$331.8K
898
-60%
增持
BBY
BEST BUY INC
+$326.1K
51,128
+4%
减持
MCD
MCDONALDS CORP
+$320.3K
17,457
-0%
增持
GOOG
ALPHABET INC
+$313.6K
16,660
+2%
减持
GOOGL
ALPHABET INC
+$313.2K
19,721
-0%
增持
USB
US BANCORP DEL
+$309.2K
52,964
+33%
清仓
IBTL
ISHARES TR
-$295.7K
0
-100%
增持
—
BLACKROCK INC
+$288.9K
7,343
+3%
增持
GLDM
WORLD GOLD TR
+$284.7K
494,842
+4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$284.3K
1,224
-36%
清仓
IBTJ
ISHARES TR
-$283.5K
0
-100%
增持
CMI
CUMMINS INC
+$268.9K
13,491
+6%
增持
PG
PROCTER AND GAMBLE CO
+$266.3K
41,055
+2%
减持
VOO
VANGUARD INDEX FDS
-$259.3K
3,562
-22%
清仓
VV
VANGUARD INDEX FDS
-$257.4K
0
-100%
建仓
QCOM
QUALCOMM INC
+$252.4K
2,121
清仓
IBTH
ISHARES TR
-$239.0K
0
-100%
建仓
ESGD
ISHARES TR
+$235.5K
3,229
清仓
NEAR
ISHARES U S ETF TR
-$234.1K
0
-100%
减持
INTC
INTEL CORP
-$225.5K
66,981
-11%
减持
PFE
PFIZER INC
-$222.8K
19,911
-15%
建仓
ROM
PROSHARES TR
+$216.0K
4,800
增持
TROW
PRICE T ROWE GROUP INC
+$215.8K
30,542
+8%
建仓
LOW
LOWES COS INC
+$207.6K
920
减持
VZ
VERIZON COMMUNICATIONS INC
-$186.8K
24,775
-13%
增持
TFC
TRUIST FINL CORP
-$168.5K
123,028
+8%
增持
NFLX
NETFLIX INC
+$165.0K
1,518
+4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$157.0K
853
+26%
减持
NKE
NIKE INC
-$150.6K
7,698
-6%
增持
COST
COSTCO WHSL CORP NEW
+$142.8K
2,998
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$138.7K
478
-37%
减持
SRE
SEMPRA
-$132.0K
23,476
-0%
清仓
KEY
KEYCORP
-$129.9K
0
-100%
增持
TSLA
TESLA INC
+$120.1K
1,928
+4%
减持
ROST
ROSS STORES INC
+$117.0K
19,997
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$110.2K
14,110
-1%
减持
DES
WISDOMTREE TR
-$108.4K
129,213
-4%
减持
GLD
SPDR GOLD TR
-$97.8K
18,137
-0%
减持
GOVT
ISHARES TR
-$90.5K
51,969
-5%
减持
SPSB
SPDR SER TR
-$81.1K
140,464
-1%
减持
MMM
3M CO
-$80.1K
8,714
-4%
减持
DFAE
DIMENSIONAL ETF TRUST
-$79.7K
46,531
-9%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$79.1K
37,665
+5%
减持
AEP
AMERICAN ELEC PWR CO INC
-$79.0K
6,187
-6%
增持
NEE
NEXTERA ENERGY INC
+$78.6K
62,750
+6%
减持
JD
JD.COM INC
-$76.8K
6,075
-6%
减持
—
ACCENTURE PLC IRELAND
-$76.8K
1,435
-21%
增持
CRM
SALESFORCE INC
+$74.9K
4,922
+2%
减持
DOW
DOW INC
-$70.4K
42,733
-0%
增持
CSCO
CISCO SYS INC
+$61.3K
134,342
+2%
减持
PSX
PHILLIPS 66
-$57.0K
9,218
-0%
增持
AGG
ISHARES TR
-$51.4K
79,117
+1%
增持
DHR
DANAHER CORPORATION
-$49.8K
23,068
+4%
增持
ICLN
ISHARES TR
+$48.6K
28,978
+18%
增持
SBUX
STARBUCKS CORP
-$44.1K
14,196
+2%
减持
PYPL
PAYPAL HLDGS INC
-$43.7K
4,066
-2%
增持
MA
MASTERCARD INCORPORATED
+$41.3K
921
+4%
减持
SNX
TD SYNNEX CORPORATION
-$39.2K
13,866
-0%
增持
F
FORD MTR CO DEL
+$37.8K
12,688
+4%
减持
HYMB
SPDR SER TR
-$37.4K
42,809
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$31.7K
6,004
-12%
增持
TXN
TEXAS INSTRS INC
-$29.7K
37,365
+3%
增持
CVX
CHEVRON CORP NEW
-$29.1K
37,232
+3%
减持
MS
MORGAN STANLEY
-$26.5K
9,468
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$25.7K
744
+4%
增持
KO
COCA COLA CO
-$25.3K
85,743
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$25.1K
12,039
-1%
增持
GD
GENERAL DYNAMICS CORP
-$24.7K
2,150
+1%
减持
VTR
VENTAS INC
+$23.9K
6,339
-0%
增持
VBR
VANGUARD INDEX FDS
+$23.0K
3,037
+1%
减持
CMBS
ISHARES TR
-$21.1K
5,615
-7%
增持
TMUS
T-MOBILE US INC
-$18.6K
4,862
+1%
减持
KR
KROGER CO
-$15.8K
6,000
-1%
增持
CUBE
CUBESMART
+$14.6K
88,380
+4%
减持
—
DUPONT DE NEMOURS INC
-$14.2K
27,998
-0%
减持
CMF
ISHARES TR
-$13.1K
15,150
-1%
增持
T
AT&T INC
+$11.0K
25,836
+24%
减持
UNP
UNION PAC CORP
-$9.0K
11,145
-2%
减持
PLD
PROLOGIS INC.
-$8.2K
2,136
-1%
减持
C
CITIGROUP INC
-$6.0K
6,953
-0%
清仓
—
DOMA HOLDINGS INC
-$4.1K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$4.0K
5,232
-1%
减持
DTE
DTE ENERGY CO
-$1.1K
5,464
-1%
