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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 146 项
建仓 17
增持 63
减持 54
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
VIGI
VANGUARD WHITEHALL FDS
+$118.5M
1,492,946
增持
DFEM
DIMENSIONAL ETF TRUST
+$62.0M
3,354,316
+260%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$59.1M
262,976
-93%
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
IEMG
ISHARES INC
-$53.9M
107,153
-91%
减持
EZU
ISHARES INC
-$39.6M
54,373
-95%
增持
MDYG
SPDR SER TR
+$36.4M
1,018,828
+73%
减持
QGRO
AMERICAN CENTY ETF TR
-$32.4M
58,684
-89%
建仓
JMBS
JANUS DETROIT STR TR
+$25.1M
546,864
减持
MUB
ISHARES TR
-$17.5M
6,651
-96%
清仓
IXC
ISHARES TR
-$16.7M
0
-100%
减持
DGRO
ISHARES TR
-$14.5M
4,752
-98%
建仓
QLTA
ISHARES TR
+$14.5M
301,961
增持
AVUV
AMERICAN CENTY ETF TR
+$14.3M
658,046
+14%
减持
IEF
ISHARES TR
-$13.7M
8,380
-95%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$13.0M
235,612
增持
QQQ
INVESCO QQQ TR
+$12.6M
82,231
+40%
减持
IAU
ISHARES GOLD TR
-$11.6M
475,421
-45%
增持
FNKO
FUNKO INC
+$8.6M
1,273,265
+698%
减持
—
ASML HOLDING N V
-$8.2M
556
-96%
建仓
KLAC
KLA CORP
+$7.6M
13,021
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$7.3M
81,470
减持
AGG
ISHARES TR
-$7.3M
2,550
-97%
减持
CSCO
CISCO SYS INC
-$6.9M
7,847
-94%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$6.8M
146,634
减持
GLDM
WORLD GOLD TR
-$6.1M
332,533
-38%
减持
JNJ
JOHNSON & JOHNSON
-$5.8M
7,607
-83%
建仓
RMD
RESMED INC
+$5.4M
31,669
减持
TXN
TEXAS INSTRS INC
-$5.2M
1,932
-94%
增持
—
ACCENTURE PLC IRELAND
+$4.8M
14,977
+953%
增持
REGL
PROSHARES TR
+$4.8M
423,163
+7%
减持
TFI
SPDR SER TR
-$4.7M
4,277
-96%
增持
ALNT
ALLIENT INC
+$4.6M
302,531
+105%
增持
AAPL
APPLE INC
+$4.3M
201,384
+0%
建仓
—
INTERPUBLIC GROUP COS INC
+$4.2M
127,467
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$4.0M
66,207
减持
MSFT
MICROSOFT CORP
+$4.0M
71,491
-1%
减持
CMCSA
COMCAST CORP NEW
-$3.7M
89,840
-48%
增持
KR
KROGER CO
+$3.5M
82,248
+1271%
增持
PCAR
PACCAR INC
+$3.5M
260,293
+1%
增持
—
MEDTRONIC PLC
+$3.3M
87,917
+74%
增持
TFC
TRUIST FINL CORP
+$3.3M
135,054
+127%
减持
DE
DEERE & CO
-$3.2M
7,348
-55%
增持
ABT
ABBOTT LABS
+$3.2M
59,028
+73%
增持
CUBE
CUBESMART
+$2.8M
99,451
+105%
减持
SPSB
SPDR SER TR
-$2.4M
84,136
-49%
增持
—
CRH PLC
+$2.0M
139,860
+0%
减持
NEE
NEXTERA ENERGY INC
-$2.0M
6,374
-84%
增持
SDY
SPDR SER TR
+$1.9M
106,369
+8%
增持
GXC
SPDR INDEX SHS FDS
+$1.9M
281,607
+16%
增持
AVGO
BROADCOM INC
+$1.9M
6,499
+0%
增持
TROW
PRICE T ROWE GROUP INC
+$1.9M
36,122
+86%
增持
DHR
DANAHER CORPORATION
+$1.7M
31,437
+40%
减持
EEM
ISHARES TR
-$1.6M
61,799
-42%
增持
—
BLACKROCK INC
+$1.6M
7,719
+6%
增持
AMZN
AMAZON COM INC
+$1.5M
61,630
+0%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$1.5M
331,412
-22%
减持
MCHI
ISHARES TR
-$1.3M
186,775
-10%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
18,620
+2%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
41,428
+1%
增持
INTC
INTEL CORP
+$1.1M
70,059
+2%
增持
CMI
CUMMINS INC
+$1.1M
14,434
+38%
增持
KO
COCA COLA CO
+$1.0M
99,647
+15%
清仓
HYMB
SPDR SER TR
-$1.0M
0
-100%
增持
—
GARMIN LTD
+$957.6K
40,196
+0%
清仓
GOVT
ISHARES TR
-$945.6K
0
-100%
清仓
—
SEAGEN INC
-$916.5K
0
-100%
减持
GLD
SPDR GOLD TR
-$884.6K
11,331
-36%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$843.3K
27,038
+14%
清仓
CMF
ISHARES TR
-$830.8K
0
-100%
增持
HD
HOME DEPOT INC
+$823.8K
15,578
+3%
增持
MCD
MCDONALDS CORP
+$745.6K
18,094
+3%
增持
BAND
BANDWIDTH INC
+$716.8K
216,428
+1%
增持
AAON
AAON INC
+$697.8K
18,516
+57%
减持
BA
BOEING CO
+$681.6K
10,715
-3%
减持
SCHC
SCHWAB STRATEGIC TR
-$665.5K
9,614
-69%
增持
—
LINDE PLC
+$585.8K
15,251
+0%
减持
DFAE
DIMENSIONAL ETF TRUST
-$580.4K
20,300
-57%
增持
RSG
REPUBLIC SVCS INC
+$542.9K
23,808
+0%
减持
EEMS
ISHARES INC
-$531.4K
9,664
-52%
增持
COST
COSTCO WHSL CORP NEW
+$519.1K
4,163
+6%
清仓
DFSV
DIMENSIONAL ETF TRUST
-$491.6K
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$475.4K
86,500
+1%
增持
PG
PROCTER AND GAMBLE CO
+$434.1K
45,010
+7%
清仓
ICLN
ISHARES TR
-$428.3K
0
-100%
减持
FALN
ISHARES TR
-$423.7K
53,124
-28%
减持
UNP
UNION PAC CORP
+$419.1K
11,130
-2%
增持
CAT
CATERPILLAR INC
+$415.3K
17,285
+1%
增持
CRM
SALESFORCE INC
+$412.1K
5,343
+9%
建仓
—
COLUMBIA ETF TR I
+$382.3K
9,406
清仓
TLH
ISHARES TR
-$319.7K
0
-100%
减持
SCZ
ISHARES TR
+$304.2K
186,658
-6%
增持
CVX
CHEVRON CORP NEW
+$299.2K
44,610
+18%
增持
LMT
LOCKHEED MARTIN CORP
+$269.9K
1,478
+51%
建仓
IVW
ISHARES TR
+$269.2K
3,584
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$262.5K
0
-100%
建仓
ROM
PROSHARES TR
+$254.8K
4,800
增持
CNXC
CONCENTRIX CORP
+$251.2K
13,872
+0%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$246.4K
0
-100%
建仓
—
PIPER SANDLER COMPANIES
+$239.7K
1,371
增持
GOOGL
ALPHABET INC
+$232.0K
21,566
+1%
建仓
GE
GENERAL ELECTRIC CO
+$227.3K
1,781
建仓
AMP
AMERIPRISE FINL INC
+$222.2K
585
清仓
SCHB
SCHWAB STRATEGIC TR
-$221.5K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$214.6K
7,209
+5%
建仓
C
CITIGROUP INC
+$210.6K
4,094
增持
PANW
PALO ALTO NETWORKS INC
+$209.0K
2,899
+5%
减持
TSLA
TESLA INC
-$208.6K
3,134
-21%
增持
LLY
ELI LILLY & CO
+$205.2K
3,673
+2%
清仓
ESGD
ISHARES TR
-$204.6K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$186.8K
26,130
+6%
增持
VBR
VANGUARD INDEX FDS
+$175.9K
3,653
+21%
增持
META
META PLATFORMS INC
+$162.1K
2,658
+2%
增持
VOO
VANGUARD INDEX FDS
+$159.3K
3,567
+0%
减持
—
EXXON MOBIL CORP
-$159.2K
6,874
-5%
减持
NFLX
NETFLIX INC
+$149.7K
1,518
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$149.4K
1,295
+23%
减持
XLE
SELECT SECTOR SPDR TR
-$132.2K
12,067
-5%
增持
FTNT
FORTINET INC
+$115.9K
5,957
+50%
减持
MRK
MERCK & CO INC
+$100.0K
18,561
-1%
减持
TJX
TJX COS INC NEW
+$98.8K
51,950
-3%
减持
CTVA
CORTEVA INC
-$93.2K
27,668
-0%
增持
IJK
ISHARES TR
+$90.6K
9,334
+4%
减持
GOOG
ALPHABET INC
+$89.7K
16,660
-3%
减持
PFE
PFIZER INC
-$88.4K
19,435
-1%
减持
MPC
MARATHON PETE CORP
-$88.1K
27,746
-0%
增持
SBUX
STARBUCKS CORP
+$84.2K
14,372
+1%
增持
IWM
ISHARES TR
+$82.0K
2,781
+3%
减持
EWX
SPDR INDEX SHS FDS
-$79.0K
7,256
-21%
减持
IVV
ISHARES TR
+$71.2K
1,513
-0%
减持
IJH
ISHARES TR
-$62.1K
1,507
-22%
增持
MSI
MOTOROLA SOLUTIONS INC
+$54.0K
888
+8%
增持
MRSH
MARSH & MCLENNAN COS INC
+$53.3K
23,700
+2%
增持
ORCL
ORACLE CORP
+$53.0K
67,602
+1%
减持
COP
CONOCOPHILLIPS
-$52.5K
12,396
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$49.1K
4,749
+1%
增持
ENB
ENBRIDGE INC
+$48.7K
11,358
+5%
减持
ABBV
ABBVIE INC
+$42.7K
10,834
-1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$36.6K
1,779
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$36.4K
819
+4%
减持
PLD
PROLOGIS INC.
+$33.8K
2,136
-4%
减持
QCOM
QUALCOMM INC
-$29.7K
2,421
-29%
减持
ADBE
ADOBE INC
+$22.7K
956
-11%
减持
V
VISA INC
+$21.9K
1,829
-7%
减持
SPY
SPDR S&P 500 ETF TR
+$20.8K
497
-1%
减持
F
FORD MTR CO DEL
-$12.6K
11,638
-6%
减持
MA
MASTERCARD INCORPORATED
-$6.8K
903
-9%
