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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 49
减持 74
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
REGL
PROSHARES TR
-$30.0M
15,020
-96%
增持
VIGI
VANGUARD WHITEHALL FDS
+$27.5M
1,790,572
+20%
建仓
FXI
ISHARES TR
+$25.2M
1,047,264
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
COIN
COINBASE GLOBAL INC
+$23.8M
296,663
-6%
减持
GXC
SPDR INDEX SHS FDS
-$18.8M
5,611
-98%
减持
MDYG
SPDR SER TR
-$18.7M
669,453
-34%
增持
PCAR
PACCAR INC
+$8.3M
272,073
+5%
减持
AAPL
APPLE INC
-$7.8M
180,795
-10%
减持
NVDA
NVIDIA CORPORATION
+$7.4M
18,359
-1%
减持
MCHI
ISHARES TR
-$5.4M
55,722
-70%
减持
SDY
SPDR SER TR
-$5.3M
60,549
-43%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$5.0M
80,022
增持
DFEM
DIMENSIONAL ETF TRUST
+$5.0M
3,479,330
+4%
建仓
OSK
OSHKOSH CORP
+$4.3M
34,322
减持
FNKO
FUNKO INC
-$3.9M
957,219
-25%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$3.6M
488,655
+47%
减持
IEMG
ISHARES INC
-$3.6M
35,110
-67%
减持
—
CRH PLC
-$3.5M
71,034
-49%
增持
JMBS
JANUS DETROIT STR TR
+$3.0M
622,992
+14%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$2.8M
108,960
-59%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.7M
659,921
+0%
增持
AVGO
BROADCOM INC
+$2.7M
7,527
+16%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.6M
268,030
+14%
建仓
XBI
SPDR SER TR
+$2.5M
26,586
减持
MSFT
MICROSOFT CORP
-$2.3M
58,520
-18%
减持
IAU
ISHARES GOLD TR
-$1.8M
399,697
-16%
减持
AMZN
AMAZON COM INC
+$1.5M
60,501
-2%
减持
KLAC
KLA CORP
+$1.4M
12,821
-2%
清仓
CNXC
CONCENTRIX CORP
-$1.4M
0
-100%
减持
MPC
MARATHON PETE CORP
+$1.3M
26,889
-3%
减持
ORCL
ORACLE CORP
+$1.2M
66,626
-1%
建仓
IXC
ISHARES TR
+$1.2M
26,841
增持
SPSB
SPDR SER TR
+$1.1M
120,673
+43%
减持
JPM
JPMORGAN CHASE & CO
+$1.0M
40,324
-3%
减持
CAT
CATERPILLAR INC
+$992.7K
16,656
-4%
减持
EZU
ISHARES INC
-$992.3K
31,084
-43%
清仓
UIS
UNISYS CORP
-$970.8K
0
-100%
增持
CMI
CUMMINS INC
+$921.5K
14,863
+3%
增持
RMD
RESMED INC
+$918.0K
32,145
+2%
增持
BAND
BANDWIDTH INC
+$892.0K
220,355
+2%
减持
KR
KROGER CO
+$877.4K
81,165
-1%
减持
BA
BOEING CO
-$754.0K
10,565
-1%
增持
LLY
ELI LILLY & CO
+$727.3K
3,687
+0%
减持
—
GARMIN LTD
+$699.1K
39,403
-2%
减持
—
LINDE PLC
+$678.8K
14,952
-2%
减持
PG
PROCTER AND GAMBLE CO
+$668.1K
44,769
-1%
减持
QLTA
ISHARES TR
-$666.6K
292,055
-3%
减持
GLDM
WORLD GOLD TR
+$626.2K
323,045
-3%
减持
RSG
REPUBLIC SVCS INC
+$608.7K
23,688
-1%
增持
MRK
MERCK & CO INC
+$542.5K
19,447
+5%
增持
TROW
PRICE T ROWE GROUP INC
+$515.3K
36,133
+0%
建仓
ICLN
ISHARES TR
+$511.4K
36,578
增持
NXST
NEXSTAR MEDIA GROUP INC
+$431.9K
27,106
+0%
减持
DHR
DANAHER CORPORATION
+$420.9K
30,808
-2%
清仓
—
ASML HOLDING N V
-$420.9K
0
-100%
清仓
IJH
ISHARES TR
-$417.7K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$415.1K
44,815
+0%
清仓
EWX
SPDR INDEX SHS FDS
-$409.7K
0
-100%
清仓
CSCO
CISCO SYS INC
-$396.4K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$385.5K
4,277
+3%
减持
MRSH
MARSH & MCLENNAN COS INC
+$373.9K
23,616
-0%
减持
FCX
FREEPORT-MCMORAN INC
+$361.4K
86,000
-1%
减持
IEF
ISHARES TR
-$358.0K
4,751
-43%
增持
META
META PLATFORMS INC
+$351.3K
2,661
+0%
增持
KO
COCA COLA CO
+$341.4K
101,563
+2%
清仓
SCHC
SCHWAB STRATEGIC TR
-$335.4K
0
-100%
减持
—
MEDTRONIC PLC
+$329.8K
86,889
-1%
清仓
TXN
TEXAS INSTRS INC
-$329.4K
0
-100%
增持
INTC
INTEL CORP
-$325.9K
72,325
+3%
减持
HD
HOME DEPOT INC
+$323.1K
14,916
-4%
减持
ALNT
ALLIENT INC
-$307.6K
247,531
-18%
增持
ABBV
ABBVIE INC
+$297.6K
10,854
+0%
减持
BAC
BANK AMERICA CORP
+$297.2K
78,087
-1%
减持
TJX
TJX COS INC NEW
+$294.3K
50,954
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$294.0K
4,727
-0%
增持
TFC
TRUIST FINL CORP
+$293.5K
135,446
+0%
建仓
DELL
DELL TECHNOLOGIES INC
+$286.5K
2,511
减持
QGRO
AMERICAN CENTY ETF TR
-$269.2K
49,394
-16%
清仓
IVW
ISHARES TR
-$269.2K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$262.1K
1,452
清仓
DGRO
ISHARES TR
-$255.8K
0
-100%
建仓
—
EATON CORP PLC
+$254.8K
815
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$249.7K
7,482
+4%
增持
MCD
MCDONALDS CORP
-$248.5K
18,146
+0%
减持
TSLA
TESLA INC
-$245.8K
3,032
-3%
建仓
BX
BLACKSTONE INC
+$241.1K
1,835
建仓
COR
CENCORA INC
+$227.4K
936
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$225.1K
702
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$223.4K
84,387
+4%
建仓
SHOP
SHOPIFY INC
+$220.8K
2,861
建仓
LOW
LOWES COS INC
+$220.3K
865
清仓
GILD
GILEAD SCIENCES INC
-$218.8K
0
-100%
增持
MSI
MOTOROLA SOLUTIONS INC
+$211.1K
1,378
+55%
减持
MUB
ISHARES TR
-$209.3K
4,756
-28%
减持
DFAE
DIMENSIONAL ETF TRUST
-$207.8K
11,392
-44%
建仓
JD
JD.COM INC
+$207.2K
7,566
增持
TMUS
T-MOBILE US INC
+$205.0K
6,288
+23%
增持
GOOG
ALPHABET INC
+$204.1K
16,761
+1%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$202.4K
65,998
-0%
清仓
TFI
SPDR SER TR
-$201.0K
0
-100%
减持
CRM
SALESFORCE INC
+$196.0K
5,319
-0%
减持
EEMS
ISHARES INC
-$190.2K
6,261
-35%
增持
—
INTERPUBLIC GROUP COS INC
+$174.5K
132,855
+4%
减持
NFLX
NETFLIX INC
+$163.4K
1,486
-2%
减持
SCZ
ISHARES TR
+$149.9K
184,810
-1%
增持
GE
GENERAL ELECTRIC CO
+$136.7K
2,074
+16%
减持
ABT
ABBOTT LABS
+$130.3K
58,310
-1%
增持
IVV
ISHARES TR
+$129.6K
1,621
+7%
减持
JNJ
JOHNSON & JOHNSON
-$128.2K
6,727
-12%
减持
NKE
NIKE INC
-$118.2K
7,594
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$109.5K
151,413
+3%
减持
GOOGL
ALPHABET INC
+$107.8K
20,674
-4%
增持
AMGN
AMGEN INC
+$105.9K
1,280
+43%
减持
XLE
SELECT SECTOR SPDR TR
+$104.6K
11,824
-2%
减持
DOW
DOW INC
+$103.1K
42,233
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$102.9K
25,930
-1%
增持
MMM
3M CO
+$85.6K
5,529
+21%
减持
CMCSA
COMCAST CORP NEW
-$84.3K
88,931
-1%
增持
PNW
PINNACLE WEST CAP CORP
+$80.5K
22,891
+1%
减持
SBUX
STARBUCKS CORP
-$80.3K
14,220
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$76.8K
1,223
-6%
增持
FTNT
FORTINET INC
+$76.4K
6,223
+4%
增持
CUBE
CUBESMART
-$76.2K
100,251
+1%
减持
QQQ
INVESCO QQQ TR
+$65.4K
75,991
-8%
减持
NEE
NEXTERA ENERGY INC
-$62.8K
5,076
-20%
增持
QCOM
QUALCOMM INC
+$59.8K
2,422
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$55.8K
844
+3%
增持
ADBE
ADOBE INC
-$55.2K
1,021
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$55.1K
557
+12%
减持
FALN
ISHARES TR
-$49.6K
50,369
-5%
减持
GLD
SPDR GOLD TR
+$42.5K
10,736
-5%
减持
AGG
ISHARES TR
-$40.2K
2,173
-15%
减持
VBR
VANGUARD INDEX FDS
+$38.5K
3,627
-1%
增持
IWM
ISHARES TR
+$34.5K
2,818
+1%
减持
—
BLACKROCK INC
+$30.6K
7,553
-2%
减持
—
PIPER SANDLER COMPANIES
+$30.2K
1,360
-1%
增持
—
ACCENTURE PLC IRELAND
-$27.5K
15,083
+1%
增持
F
FORD MTR CO DEL
+$26.8K
12,704
+9%
减持
—
COLUMBIA ETF TR I
-$26.3K
7,994
-15%
减持
AEP
AMERICAN ELEC PWR CO INC
+$25.9K
6,110
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$25.5K
1,781
+0%
减持
EUFN
ISHARES TR
-$25.3K
15,203
-14%
增持
PANW
PALO ALTO NETWORKS INC
+$23.4K
3,091
+7%
减持
PFE
PFIZER INC
-$21.1K
19,403
-0%
减持
ALK
ALASKA AIR GROUP INC
-$18.9K
5,137
-16%
减持
PYPL
PAYPAL HLDGS INC
+$18.3K
4,000
-2%
减持
DUK
DUKE ENERGY CORP NEW
-$17.3K
14,168
-1%
增持
T
AT&T INC
+$15.9K
19,043
+0%
增持
SPSM
SPDR SER TR
+$13.5K
15,006
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$7.0K
5,534
-3%
