小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 49
增持 70
减持 23
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
FXI
ISHARES TR
-$28.1M
0
-100%
建仓
FSMD
FIDELITY COVINGTON TRUST
+$19.4M
469,066
增持
MDYG
SPDR SER TR
+$19.4M
825,383
+31%
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
-$16.3M
278,514
-6%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$16.2M
5,029
-98%
清仓
JMBS
JANUS DETROIT STR TR
-$15.9M
0
-100%
建仓
KRE
SPDR SER TR
+$14.2M
250,696
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$10.8M
1,008,717
+13%
增持
VIGI
VANGUARD WHITEHALL FDS
+$10.7M
1,179,046
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$8.2M
2,618,772
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$6.8M
684,432
+4%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$5.9M
61,477
增持
NVDA
NVIDIA CORPORATION
+$5.0M
227,184
+24%
增持
AVGO
BROADCOM INC
+$4.8M
93,764
+1220%
减持
ALNT
ALLIENT INC
-$4.5M
92,752
-63%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$4.0M
824,250
+23%
清仓
CMCSA
COMCAST CORP NEW
-$3.8M
0
-100%
减持
AAPL
APPLE INC
+$3.8M
183,060
-1%
减持
WY
WEYERHAEUSER CO MTN BE
+$3.1M
566,443
-0%
增持
GLDM
WORLD GOLD TR
+$2.8M
328,641
+6%
增持
CAT
CATERPILLAR INC
+$2.3M
19,688
+21%
清仓
MCHI
ISHARES TR
-$2.2M
0
-100%
增持
—
EATON CORP PLC
+$2.0M
6,918
+785%
增持
ORCL
ORACLE CORP
+$2.0M
65,892
+1%
增持
MSFT
MICROSOFT CORP
+$1.9M
70,938
+11%
增持
TPG
TPG INC
+$1.9M
101,258
+8%
增持
RMD
RESMED INC
+$1.9M
31,913
+4%
增持
—
MEDTRONIC PLC
+$1.8M
96,951
+9%
增持
—
BLACKROCK INC
+$1.7M
8,225
+7%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
18,052
+14%
建仓
OKE
ONEOK INC NEW
+$1.5M
16,870
增持
MCD
MCDONALDS CORP
+$1.5M
20,820
+10%
减持
IAU
ISHARES GOLD TR
+$1.5M
360,063
-4%
建仓
WMB
WILLIAMS COS INC
+$1.5M
32,087
建仓
ARES
ARES MANAGEMENT CORPORATION
+$1.5M
9,381
增持
KO
COCA COLA CO
+$1.5M
110,903
+8%
增持
BX
BLACKSTONE INC
+$1.4M
11,101
+438%
减持
LLY
ELI LILLY & CO
-$1.4M
1,175
-57%
增持
HD
HOME DEPOT INC
+$1.4M
16,425
+7%
增持
DHR
DANAHER CORPORATION
+$1.3M
32,261
+5%
增持
QQQ
INVESCO QQQ TR
+$1.3M
94,825
+1%
增持
ABT
ABBOTT LABS
+$1.3M
66,026
+9%
增持
EQIX
EQUINIX INC
+$1.3M
6,321
+10%
减持
PCAR
PACCAR INC
-$1.2M
266,105
-0%
增持
SPSB
SPDR SER TR
+$1.2M
132,769
+38%
建仓
TXN
TEXAS INSTRS INC
+$1.2M
5,620
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.1M
131,024
-19%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
48,914
+9%
增持
—
INTERPUBLIC GROUP COS INC
+$1.0M
160,881
+15%
减持
SCZ
ISHARES TR
+$999.5K
179,354
-1%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$974.5K
68,750
+4%
增持
COWZ
PACER FDS TR
+$939.3K
136,690
+7%
增持
—
LINDE PLC
+$938.1K
15,406
+5%
增持
KR
KROGER CO
+$928.9K
85,053
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$908.1K
2,617
+97%
增持
CMI
CUMMINS INC
+$882.0K
15,115
+4%
增持
ABBV
ABBVIE INC
+$838.2K
14,497
+23%
增持
TFC
TRUIST FINL CORP
+$799.5K
141,737
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$766.1K
41,079
+5%
增持
QLTA
ISHARES TR
+$704.1K
297,062
+0%
减持
EZU
ISHARES INC
-$667.2K
7,993
-64%
建仓
CME
CME GROUP INC
+$662.4K
3,002
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$662.2K
17,802
增持
MRSH
MARSH & MCLENNAN COS INC
+$648.6K
25,417
+7%
增持
DELL
DELL TECHNOLOGIES INC
+$648.4K
8,339
+238%
建仓
WSO
WATSCO INC
+$646.3K
1,314
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$604.4K
8,458
+16%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$590.4K
31,115
+13%
增持
CVX
CHEVRON CORP NEW
+$585.0K
52,173
+15%
增持
SDY
SPDR SER TR
+$562.1K
6,782
+115%
减持
INTC
INTEL CORP
-$553.5K
72,005
-1%
增持
—
GARMIN LTD
+$549.8K
37,315
+1%
建仓
KMI
KINDER MORGAN INC DEL
+$533.1K
24,132
增持
TJX
TJX COS INC NEW
+$530.9K
52,408
+3%
建仓
KKR
KKR & CO INC
+$518.3K
3,969
减持
AMZN
AMAZON COM INC
-$503.6K
63,528
-1%
建仓
—
ARISTA NETWORKS INC
+$493.6K
1,286
建仓
SHY
ISHARES TR
+$493.1K
5,930
增持
NVO
NOVO-NORDISK A S
+$477.5K
5,931
+270%
增持
—
EXXON MOBIL CORP
+$470.3K
11,136
+54%
增持
DES
WISDOMTREE TR
+$459.4K
129,375
+1%
建仓
ACWI
ISHARES TR
+$456.3K
3,817
增持
ENB
ENBRIDGE INC
+$451.8K
21,080
+86%
建仓
—
FLEX LTD
+$451.8K
13,515
增持
QGRO
AMERICAN CENTY ETF TR
+$445.3K
48,496
+5%
增持
AMGN
AMGEN INC
+$439.7K
2,887
+84%
建仓
VRT
VERTIV HOLDINGS CO
+$428.8K
4,310
建仓
FANG
DIAMONDBACK ENERGY INC
+$409.8K
2,377
建仓
UBER
UBER TECHNOLOGIES INC
+$399.6K
5,317
增持
KLAC
KLA CORP
+$397.1K
13,707
+11%
建仓
INTU
INTUIT
+$385.0K
620
增持
NFLX
NETFLIX INC
+$381.9K
1,960
+31%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$357.0K
5,624
减持
SRE
SEMPRA
+$355.0K
46,952
-0%
清仓
GXC
SPDR INDEX SHS FDS
-$354.2K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$349.8K
1,692
增持
META
META PLATFORMS INC
+$348.2K
3,220
+9%
减持
BA
BOEING CO
-$331.2K
10,688
-1%
增持
UNP
UNION PAC CORP
+$323.9K
11,396
+4%
增持
MPC
MARATHON PETE CORP
+$323.3K
29,871
+14%
增持
RSG
REPUBLIC SVCS INC
+$321.6K
24,271
+4%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$315.4K
81,947
+2%
建仓
DHI
D R HORTON INC
+$314.0K
1,646
建仓
—
SUPER MICRO COMPUTER INC
+$311.1K
747
减持
DE
DEERE & CO
+$309.4K
7,122
-0%
清仓
IEF
ISHARES TR
-$307.0K
0
-100%
建仓
MCK
MCKESSON CORP
+$305.6K
618
建仓
MLM
MARTIN MARIETTA MATLS INC
+$302.0K
561
增持
FALN
ISHARES TR
+$296.6K
57,014
+18%
建仓
PPG
PPG INDS INC
+$295.9K
2,234
建仓
IWF
ISHARES TR
+$289.0K
770
增持
—
DUPONT DE NEMOURS INC
+$287.7K
28,526
+2%
减持
PNW
PINNACLE WEST CAP CORP
+$279.3K
22,891
-0%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$275.5K
1,391
建仓
—
CAMTEK LTD
+$274.2K
3,434
建仓
JD
JD.COM INC
+$266.6K
6,666
建仓
AZO
AUTOZONE INC
+$264.6K
84
建仓
RS
RELIANCE INC
+$264.0K
913
建仓
SPG
SIMON PPTY GROUP INC NEW
+$263.3K
1,558
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$259.9K
5,024
建仓
PWR
QUANTA SVCS INC
+$258.2K
866
增持
MMM
3M CO
+$256.2K
5,964
+9%
增持
GOOG
ALPHABET INC
-$256.1K
16,911
+1%
增持
MS
MORGAN STANLEY
+$249.8K
11,052
+19%
建仓
ICLN
ISHARES TR
+$244.8K
16,661
增持
OSK
OSHKOSH CORP
+$244.7K
39,540
+15%
减持
SBUX
STARBUCKS CORP
+$243.6K
13,800
-2%
建仓
AMAT
APPLIED MATLS INC
+$241.0K
1,193
建仓
AJG
GALLAGHER ARTHUR J & CO
+$240.6K
855
建仓
HDV
ISHARES TR
+$223.5K
1,900
减持
DUK
DUKE ENERGY CORP NEW
+$221.3K
14,743
-0%
建仓
DFSE
DIMENSIONAL ETF TRUST
+$219.3K
6,190
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$218.0K
1,255
建仓
LEN
LENNAR CORP
+$216.7K
1,156
建仓
DTM
DT MIDSTREAM INC
+$216.0K
2,746
建仓
—
GLOBANT S A
+$214.2K
1,081
增持
MRK
MERCK & CO INC
+$214.1K
24,232
+18%
建仓
AVEM
AMERICAN CENTY ETF TR
+$210.5K
3,259
减持
SPY
SPDR S&P 500 ETF TR
-$210.5K
631
-40%
建仓
ES
EVERSOURCE ENERGY
+$210.3K
3,090
增持
BAND
BANDWIDTH INC
+$210.1K
228,210
+2%
清仓
FFIV
F5 INC
-$208.4K
0
-100%
建仓
TDG
TRANSDIGM GROUP INC
+$208.4K
146
清仓
SHOP
SHOPIFY INC
-$208.1K
0
-100%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$203.8K
1,326
增持
JNJ
JOHNSON & JOHNSON
+$201.6K
7,584
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$193.4K
4,987
-3%
增持
COR
CENCORA INC
+$191.8K
1,791
+91%
减持
TMUS
T-MOBILE US INC
+$181.8K
6,597
-1%
减持
TSLA
TESLA INC
+$173.8K
2,859
-1%
