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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 70
减持 55
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
DGRO
ISHARES TR
+$14.8M
298,723
清仓
—
CRH PLC
-$7.8M
0
-100%
建仓
—
CRH PLC
+$7.6M
139,360
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
EZU
ISHARES INC
-$4.5M
999,593
-2%
建仓
—
GARMIN LTD
+$4.2M
40,011
清仓
BBY
BEST BUY INC
-$4.2M
0
-100%
增持
AAPL
APPLE INC
-$4.1M
201,368
+1%
减持
FNKO
FUNKO INC
-$3.2M
159,477
-61%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$2.9M
23,679
-37%
减持
ABT
ABBOTT LABS
-$2.6M
34,041
-37%
减持
ALNT
ALLIENT INC
-$2.6M
147,855
-18%
减持
—
MEDTRONIC PLC
-$2.3M
50,491
-29%
减持
NEE
NEXTERA ENERGY INC
-$2.3M
40,930
-35%
减持
CUBE
CUBESMART
-$2.1M
48,623
-45%
减持
TFC
TRUIST FINL CORP
-$2.0M
59,626
-52%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
574,958
+3%
减持
IAU
ISHARES GOLD TR
-$1.6M
861,943
-1%
减持
MDYG
SPDR SER TR
-$1.6M
588,843
-0%
减持
REGL
PROSHARES TR
-$1.5M
395,133
-0%
减持
TROW
PRICE T ROWE GROUP INC
-$1.4M
19,431
-36%
增持
—
ASML HOLDING N V
-$1.3M
14,706
+7%
减持
TXN
TEXAS INSTRS INC
-$1.2M
34,572
-7%
增持
MSFT
MICROSOFT CORP
-$1.2M
72,536
+2%
减持
ORCL
ORACLE CORP
-$1.0M
66,789
-2%
增持
MPC
MARATHON PETE CORP
+$1.0M
27,782
+2%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$933.2K
3,829,122
+10%
减持
CMI
CUMMINS INC
-$918.9K
10,455
-23%
减持
EWX
SPDR INDEX SHS FDS
-$917.4K
9,138
-66%
增持
DFEM
DIMENSIONAL ETF TRUST
+$878.9K
931,707
+8%
增持
GLDM
WORLD GOLD TR
+$830.9K
536,809
+8%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$824.6K
427,210
-2%
建仓
IWV
ISHARES TR
+$762.1K
3,110
减持
EEMS
ISHARES INC
-$760.9K
19,965
-42%
增持
SPSB
SPDR SER TR
+$746.8K
166,510
+19%
减持
FALN
ISHARES TR
-$715.0K
73,634
-26%
建仓
AAON
AAON INC
+$669.9K
11,780
增持
GXC
SPDR INDEX SHS FDS
+$640.4K
241,762
+7%
增持
QGRO
AMERICAN CENTY ETF TR
-$630.9K
546,624
+1%
增持
COST
COSTCO WHSL CORP NEW
+$614.7K
3,945
+32%
清仓
DVY
ISHARES TR
-$599.5K
0
-100%
增持
MCD
MCDONALDS CORP
-$590.0K
17,535
+0%
减持
SCZ
ISHARES TR
-$535.3K
199,220
-0%
建仓
EFA
ISHARES TR
+$534.9K
7,761
增持
CAT
CATERPILLAR INC
+$505.3K
17,199
+1%
增持
MUB
ISHARES TR
+$504.0K
177,976
+7%
增持
CVX
CHEVRON CORP NEW
+$496.3K
37,687
+1%
减持
JNJ
JOHNSON & JOHNSON
-$487.0K
44,709
-1%
增持
QQQ
INVESCO QQQ TR
-$486.4K
58,757
+1%
增持
IEMG
ISHARES INC
-$482.8K
1,246,170
+3%
增持
TSLA
TESLA INC
+$482.7K
3,946
+105%
建仓
IWM
ISHARES TR
+$476.1K
2,694
增持
TJX
TJX COS INC NEW
+$466.4K
53,720
+6%
减持
MMM
3M CO
-$443.2K
4,582
-47%
增持
IVV
ISHARES TR
+$441.5K
1,517
+222%
减持
TFI
SPDR SER TR
-$435.8K
111,933
-3%
减持
WFC
WELLS FARGO CO NEW
-$432.4K
56,583
-12%
增持
BAND
BANDWIDTH INC
-$428.0K
214,275
+3%
增持
GOOGL
ALPHABET INC
+$419.9K
21,248
+8%
增持
AMZN
AMAZON COM INC
+$406.5K
61,503
+8%
增持
DE
DEERE & CO
-$389.1K
16,278
+1%
减持
IXC
ISHARES TR
+$380.7K
405,399
-8%
减持
—
BLACKROCK INC
-$374.4K
7,271
-1%
增持
CSCO
CISCO SYS INC
+$358.4K
135,960
+1%
减持
PCAR
PACCAR INC
+$348.6K
257,902
-0%
增持
KO
COCA COLA CO
-$323.4K
86,460
+1%
减持
AVGO
BROADCOM INC
-$320.3K
6,470
-1%
清仓
C
CITIGROUP INC
-$320.1K
0
-100%
增持
SDY
SPDR SER TR
-$294.4K
98,686
+4%
增持
LLY
ELI LILLY & CO
+$280.3K
3,604
+2%
增持
COP
CONOCOPHILLIPS
+$263.9K
12,448
+5%
减持
CMCSA
COMCAST CORP NEW
+$258.2K
172,547
-3%
清仓
CMBS
ISHARES TR
-$257.5K
0
-100%
清仓
DIS
DISNEY WALT CO
-$247.6K
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$246.4K
4,312
增持
IJH
ISHARES TR
+$244.9K
1,924
+114%
减持
GOVT
ISHARES TR
-$244.5K
42,902
-17%
增持
GOOG
ALPHABET INC
+$242.8K
17,127
+3%
建仓
AMGN
AMGEN INC
+$240.8K
896
清仓
KBWY
INVESCO EXCH TRADED FD TR II
-$224.7K
0
-100%
增持
SRE
SEMPRA
-$223.7K
46,952
+100%
增持
UNH
UNITEDHEALTH GROUP INC
+$221.9K
1,056
+63%
建仓
SCHB
SCHWAB STRATEGIC TR
+$221.5K
4,443
建仓
FFIV
F5 INC
+$220.8K
1,370
增持
MRK
MERCK & CO INC
-$220.1K
18,684
+1%
清仓
ES
EVERSOURCE ENERGY
-$219.1K
0
-100%
清仓
ROM
PROSHARES TR
-$216.0K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$215.4K
504
增持
AGG
ISHARES TR
-$214.6K
80,124
+1%
清仓
LOW
LOWES COS INC
-$207.6K
0
-100%
清仓
JD
JD.COM INC
-$207.3K
0
-100%
增持
MCHI
ISHARES TR
-$205.5K
206,519
+1%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$204.2K
3,700
建仓
GILD
GILEAD SCIENCES INC
+$202.4K
2,701
减持
ALK
ALASKA AIR GROUP INC
-$199.3K
6,137
-24%
增持
RSG
REPUBLIC SVCS INC
-$196.5K
23,740
+2%
增持
INTC
INTEL CORP
+$196.2K
68,525
+2%
增持
ABBV
ABBVIE INC
+$196.0K
10,977
+3%
减持
NVDA
NVIDIA CORPORATION
+$190.1K
18,272
-0%
减持
GLD
SPDR GOLD TR
-$182.5K
17,794
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$179.9K
978
+105%
增持
IEF
ISHARES TR
-$170.4K
158,337
+4%
增持
XLE
SELECT SECTOR SPDR TR
+$166.7K
12,655
+5%
减持
HD
HOME DEPOT INC
-$160.8K
15,141
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$158.2K
4,695
+8%
减持
RTX
RTX CORPORATION
-$138.8K
5,193
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$137.5K
2,755
-10%
增持
ADBE
ADOBE INC
+$130.5K
1,074
+26%
增持
UIS
UNISYS CORP
+$129.2K
172,747
+47%
增持
QCOM
QUALCOMM INC
+$127.5K
3,421
+61%
减持
T
AT&T INC
-$126.3K
19,025
-26%
减持
VZ
VERIZON COMMUNICATIONS INC
-$123.1K
24,630
-1%
增持
GD
GENERAL DYNAMICS CORP
+$123.0K
2,650
+23%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$121.4K
6,874
+9%
增持
—
LINDE PLC
-$118.5K
15,248
+0%
减持
NKE
NIKE INC
-$117.0K
7,662
-0%
增持
—
EXXON MOBIL CORP
+$109.2K
7,199
+5%
减持
BAC
BANK AMERICA CORP
-$106.3K
79,118
-0%
增持
ICLN
ISHARES TR
-$104.9K
29,297
+1%
减持
TLH
ISHARES TR
-$104.4K
3,247
-15%
增持
JPM
JPMORGAN CHASE & CO
+$94.4K
40,912
+2%
增持
META
META PLATFORMS INC
+$93.4K
2,594
+9%
减持
FTNT
FORTINET INC
-$91.5K
3,967
-8%
增持
BA
BOEING CO
-$91.5K
11,015
+6%
减持
PFE
PFIZER INC
-$82.4K
19,535
-2%
增持
NFLX
NETFLIX INC
-$79.2K
1,561
+3%
减持
HYMB
SPDR SER TR
-$69.5K
42,029
-2%
增持
PG
PROCTER AND GAMBLE CO
-$68.2K
42,243
+3%
减持
AEP
AMERICAN ELEC PWR CO INC
-$57.7K
6,158
-0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$54.2K
23,317
+0%
减持
CRM
SALESFORCE INC
-$46.0K
4,901
-0%
增持
TMUS
T-MOBILE US INC
+$42.1K
5,123
+5%
减持
COIN
COINBASE GLOBAL INC
+$40.0K
315,389
-5%
减持
F
FORD MTR CO DEL
-$37.5K
12,438
-2%
增持
UNP
UNION PAC CORP
+$34.2K
11,367
+2%
减持
ESGD
ISHARES TR
-$30.9K
2,959
-8%
增持
MA
MASTERCARD INCORPORATED
+$29.7K
990
+7%
增持
V
VISA INC
+$28.5K
1,975
+10%
减持
EUFN
ISHARES TR
-$25.7K
17,702
-6%
增持
DFAE
DIMENSIONAL ETF TRUST
-$21.8K
47,399
+2%
减持
VBR
VANGUARD INDEX FDS
-$20.8K
3,019
-1%
减持
DHR
DANAHER CORPORATION
+$19.7K
22,394
-3%
增持
SPSM
SPDR SER TR
+$18.6K
14,992
+9%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$13.6K
1,786
-2%
增持
PLD
PROLOGIS INC.
-$11.0K
2,236
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$10.2K
787
+6%
增持
MO
ALTRIA GROUP INC
+$10.0K
10,862
+10%
增持
CNXC
CONCENTRIX CORP
-$8.7K
13,870
+0%
减持
—
ACCENTURE PLC IRELAND
-$6.1K
1,422
-1%
增持
DES
WISDOMTREE TR
+$4.5K
132,075
+2%
增持
DUK
DUKE ENERGY CORP NEW
-$4.3K
14,298
+1%
