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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 68
减持 59
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$55.8M
890,927
减持
VIGI
VANGUARD WHITEHALL FDS
-$52.6M
1,148,846
-36%
减持
DFEM
DIMENSIONAL ETF TRUST
-$23.1M
2,452,251
-30%
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
JMBS
JANUS DETROIT STR TR
-$12.2M
355,203
-43%
增持
QQQ
INVESCO QQQ TR
+$11.3M
93,945
+24%
增持
AAPL
APPLE INC
+$7.8M
184,423
+2%
减持
SDY
SPDR SER TR
-$7.5M
3,155
-95%
建仓
COWZ
PACER FDS TR
+$7.0M
127,831
减持
PCAR
PACCAR INC
-$6.2M
267,077
-2%
增持
NVDA
NVIDIA CORPORATION
+$6.0M
183,031
+897%
减持
FNKO
FUNKO INC
-$5.7M
28,106
-97%
减持
MDYG
SPDR SER TR
-$5.4M
630,970
-6%
清仓
CUBE
CUBESMART
-$4.5M
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$4.4M
0
-100%
建仓
EQIX
EQUINIX INC
+$4.4M
5,762
减持
WY
WEYERHAEUSER CO MTN BE
-$4.3M
566,446
-0%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$4.2M
669,850
+37%
增持
MSFT
MICROSOFT CORP
+$4.0M
63,962
+9%
建仓
TPG
TPG INC
+$3.9M
93,893
减持
AVUV
AMERICAN CENTY ETF TR
-$3.0M
656,097
-1%
增持
FXI
ISHARES TR
+$2.9M
1,081,245
+3%
增持
COST
COSTCO WHSL CORP NEW
+$1.6M
5,596
+31%
减持
AVGO
BROADCOM INC
+$1.4M
7,105
-6%
增持
AMZN
AMAZON COM INC
+$1.4M
63,859
+6%
减持
KLAC
KLA CORP
+$1.3M
12,392
-3%
清仓
IXC
ISHARES TR
-$1.2M
0
-100%
建仓
AVUS
AMERICAN CENTY ETF TR
+$1.0M
11,602
增持
GOOGL
ALPHABET INC
+$1.0M
22,845
+11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0M
291,864
+9%
增持
INTC
INTEL CORP
-$951.9K
72,416
+0%
减持
ORCL
ORACLE CORP
+$877.0K
65,481
-2%
减持
MPC
MARATHON PETE CORP
-$875.1K
26,188
-3%
减持
SPSB
SPDR SER TR
-$734.8K
96,215
-20%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$731.1K
80,730
+1%
减持
CAT
CATERPILLAR INC
-$704.3K
16,208
-3%
减持
KR
KROGER CO
-$692.3K
79,004
-3%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$634.9K
77,298
-29%
增持
—
MEDTRONIC PLC
-$601.3K
88,567
+2%
清仓
IWM
ISHARES TR
-$592.6K
0
-100%
增持
OSK
OSHKOSH CORP
-$562.7K
34,358
+0%
减持
SCZ
ISHARES TR
-$561.2K
180,772
-2%
减持
—
LINDE PLC
-$534.1K
14,604
-2%
增持
GOOG
ALPHABET INC
+$531.4K
16,811
+0%
清仓
MUB
ISHARES TR
-$511.7K
0
-100%
清仓
ICLN
ISHARES TR
-$511.4K
0
-100%
减持
EZU
ISHARES INC
-$502.5K
22,216
-29%
减持
RMD
RESMED INC
-$482.4K
30,735
-4%
减持
EEM
ISHARES TR
-$467.1K
48,641
-21%
增持
TJX
TJX COS INC NEW
+$461.4K
51,128
+0%
增持
—
ACCENTURE PLC IRELAND
-$439.4K
15,783
+5%
增持
HD
HOME DEPOT INC
-$426.4K
15,383
+3%
减持
LLY
ELI LILLY & CO
-$408.4K
2,717
-26%
增持
FBND
FIDELITY MERRIMACK STR TR
+$398.8K
161,570
+7%
减持
IAU
ISHARES GOLD TR
-$396.0K
373,213
-7%
建仓
EQIN
COLUMBIA ETF TR I
+$376.7K
8,567
减持
CMI
CUMMINS INC
-$367.2K
14,488
-3%
增持
ABT
ABBOTT LABS
-$358.6K
60,330
+3%
清仓
—
COLUMBIA ETF TR I
-$356.0K
0
-100%
建仓
AVDE
AMERICAN CENTY ETF TR
+$335.6K
5,390
减持
REGL
PROSHARES TR
-$325.4K
11,610
-23%
减持
DES
WISDOMTREE TR
-$313.4K
128,500
-3%
增持
MCD
MCDONALDS CORP
-$309.9K
18,861
+4%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$300.1K
0
-100%
增持
KO
COCA COLA CO
+$298.5K
102,312
+1%
建仓
XLF
SELECT SECTOR SPDR TR
+$283.1K
6,887
增持
SPY
SPDR S&P 500 ETF TR
+$281.2K
1,052
+89%
减持
DE
DEERE & CO
-$279.3K
7,127
-1%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$264.7K
85,630
+1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$262.8K
1,352
减持
VOO
VANGUARD INDEX FDS
-$260.8K
2,907
-19%
建仓
PM
PHILIP MORRIS INTL INC
+$256.8K
2,534
增持
—
INTERPUBLIC GROUP COS INC
-$248.8K
140,468
+6%
减持
UNP
UNION PAC CORP
-$244.8K
10,983
-1%
增持
BAND
BANDWIDTH INC
-$237.8K
224,283
+2%
增持
—
BLACKROCK INC
-$232.2K
7,703
+2%
建仓
NVO
NOVO-NORDISK A S
+$228.7K
1,602
建仓
NTAP
NETAPP INC
+$225.3K
1,749
减持
QGRO
AMERICAN CENTY ETF TR
-$224.7K
46,188
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$221.2K
3,243
+5%
清仓
JD
JD.COM INC
-$207.2K
0
-100%
增持
DOW
DOW INC
-$205.7K
42,240
+0%
建仓
CR
CRANE COMPANY
+$203.6K
1,404
增持
PSX
PHILLIPS 66
-$203.4K
9,225
+0%
增持
META
META PLATFORMS INC
+$202.9K
2,965
+11%
增持
SRE
SEMPRA
+$199.0K
46,957
+0%
减持
SBUX
STARBUCKS CORP
-$197.8K
14,153
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$181.0K
39,039
-3%
增持
BAC
BANK AMERICA CORP
+$178.0K
78,930
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$163.3K
7,317
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$158.9K
1,500
+23%
增持
MRSH
MARSH & MCLENNAN COS INC
+$157.4K
23,831
+1%
增持
TMUS
T-MOBILE US INC
+$153.2K
6,695
+6%
减持
—
GARMIN LTD
+$153.0K
36,944
-6%
减持
NKE
NIKE INC
-$150.8K
7,468
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$148.1K
996
-19%
减持
IEF
ISHARES TR
-$142.7K
3,278
-31%
增持
FCX
FREEPORT-MCMORAN INC
+$136.9K
86,021
+0%
减持
AAON
AAON INC
-$135.4K
17,147
-7%
增持
SLB
SCHLUMBERGER LTD
-$133.6K
17,545
+0%
增持
QCOM
QUALCOMM INC
+$133.0K
2,726
+13%
减持
SPSM
SPDR SER TR
-$132.8K
12,354
-18%
增持
PG
PROCTER AND GAMBLE CO
+$131.3K
44,841
+0%
增持
AMGN
AMGEN INC
+$126.6K
1,570
+23%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$120.9K
65,860
-0%
减持
XBI
SPDR SER TR
-$119.0K
25,928
-2%
增持
NXST
NEXSTAR MEDIA GROUP INC
-$115.6K
27,435
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$114.1K
5,167
+9%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$111.0K
877
+25%
增持
DUK
DUKE ENERGY CORP NEW
+$108.4K
14,752
+4%
增持
—
DUPONT DE NEMOURS INC
+$107.6K
28,006
+0%
增持
NFLX
NETFLIX INC
+$105.8K
1,494
+1%
增持
CTVA
CORTEVA INC
-$102.8K
27,675
+0%
增持
RTX
RTX CORPORATION
+$95.9K
6,000
+16%
减持
FALN
ISHARES TR
-$90.7K
48,193
-4%
增持
CRM
SALESFORCE INC
-$90.5K
5,879
+11%
增持
BA
BOEING CO
-$82.7K
10,748
+2%
增持
WFC
WELLS FARGO CO NEW
+$81.9K
56,599
+0%
增持
NEE
NEXTERA ENERGY INC
+$81.7K
5,735
+13%
减持
EEMS
ISHARES INC
-$76.5K
4,778
-24%
减持
IEMG
ISHARES INC
-$70.5K
32,527
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$58.5K
27,801
+7%
减持
XLE
SELECT SECTOR SPDR TR
-$55.4K
11,639
-2%
减持
GLDM
WORLD GOLD TR
+$54.0K
309,919
-4%
减持
DELL
DELL TECHNOLOGIES INC
+$53.6K
2,466
-2%
减持
FFIV
F5 INC
-$51.3K
1,210
-12%
增持
VTR
VENTAS INC
+$49.1K
6,343
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$48.2K
1,009
+0%
增持
ABBV
ABBVIE INC
+$48.1K
11,804
+9%
减持
PFE
PFIZER INC
-$47.5K
17,545
-10%
减持
LMT
LOCKHEED MARTIN CORP
-$43.8K
1,331
-9%
增持
ARCC
ARES CAPITAL CORP
+$42.1K
22,982
+10%
建仓
—
LESLIES INC
+$41.9K
10,000
减持
TSLA
TESLA INC
+$41.3K
2,902
-4%
减持
IJK
ISHARES TR
-$39.0K
9,224
-1%
增持
PNW
PINNACLE WEST CAP CORP
+$37.9K
22,893
+0%
减持
MSI
MOTOROLA SOLUTIONS INC
+$37.4K
1,364
-1%
增持
FTNT
FORTINET INC
+$37.4K
7,673
+23%
增持
JNJ
JOHNSON & JOHNSON
-$36.6K
7,030
+5%
减持
DHR
DANAHER CORPORATION
-$36.6K
30,646
-1%
增持
—
EXXON MOBIL CORP
+$36.0K
7,254
+6%
减持
V
VISA INC
-$35.1K
1,811
-1%
增持
MA
MASTERCARD INCORPORATED
-$33.4K
910
+1%
增持
GE
GENERAL ELECTRIC CO
-$32.0K
2,089
+1%
减持
XNROX
NEUBERGER BERMAN REAL ESTATE
-$29.8K
36,400
-20%
增持
QLTA
ISHARES TR
+$29.6K
296,552
+2%
增持
CVX
CHEVRON CORP NEW
+$29.4K
45,381
+1%
增持
MRK
MERCK & CO INC
-$28.4K
20,498
+5%
减持
D
DOMINION ENERGY INC
-$27.9K
10,168
-5%
减持
MMM
3M CO
-$27.4K
5,471
-1%
增持
GD
GENERAL DYNAMICS CORP
+$27.2K
2,674
+1%
