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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 62
减持 51
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
DBMF
LITMAN GREGORY FDS TR
+$31.8M
1,216,261
建仓
JMBS
JANUS DETROIT STR TR
+$31.4M
711,556
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$29.4M
635,514
-37%
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。
建仓
SPYM
SPDR SER TR
+$28.1M
408,285
减持
COIN
COINBASE GLOBAL INC
+$17.0M
268,385
-4%
建仓
VDE
VANGUARD WORLD FD
+$15.1M
124,480
清仓
DHR
DANAHER CORPORATION
-$9.0M
0
-100%
建仓
BLK
BLACKROCK INC
+$8.3M
8,084
增持
VIGI
VANGUARD WHITEHALL FDS
-$8.2M
1,198,981
+2%
增持
GOOGL
ALPHABET INC
+$8.2M
64,284
+167%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$7.9M
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$7.9M
152,021
+86%
清仓
—
BLACKROCK INC
-$7.8M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$7.2M
12,925
+1948%
增持
—
EATON CORP PLC
+$7.2M
28,637
+314%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$7.2M
336,367
增持
AVGO
BROADCOM INC
+$5.7M
94,228
+0%
减持
AAPL
APPLE INC
-$4.2M
153,400
-16%
减持
NVDA
NVIDIA CORPORATION
+$2.9M
226,769
-0%
增持
AMZN
AMAZON COM INC
+$2.3M
64,537
+2%
增持
KRE
SPDR SER TR
+$1.9M
266,690
+6%
增持
PCAR
PACCAR INC
+$1.7M
268,617
+1%
增持
KLAC
KLA CORP
-$1.4M
14,565
+6%
减持
SCZ
ISHARES TR
-$1.4M
177,622
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
-$1.3M
2,765,275
+6%
增持
GLDM
WORLD GOLD TR
+$1.2M
351,765
+7%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
40,925
-0%
减持
—
CRH PLC
-$942.7K
61,014
-14%
减持
ALNT
ALLIENT INC
-$901.9K
35,398
-62%
减持
—
GARMIN LTD
+$894.6K
36,183
-3%
增持
FSMD
FIDELITY COVINGTON TRUST
+$808.1K
491,316
+5%
减持
ORCL
ORACLE CORP
-$789.6K
62,640
-5%
增持
KO
COCA COLA CO
-$737.6K
116,157
+5%
减持
DELL
DELL TECHNOLOGIES INC
-$729.6K
2,247
-73%
减持
QQQ
INVESCO QQQ TR
-$720.0K
89,121
-6%
增持
—
LINDE PLC
-$697.5K
15,881
+3%
增持
—
MEDTRONIC PLC
-$670.9K
100,872
+4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$666.7K
17,572
-1%
减持
XBI
SPDR SER TR
-$589.8K
21,895
-16%
减持
CAT
CATERPILLAR INC
-$574.6K
19,643
-0%
建仓
ANET
ARISTA NETWORKS INC
+$568.6K
5,144
增持
MPC
MARATHON PETE CORP
-$548.3K
30,953
+4%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$525.6K
865,363
+5%
增持
EQIX
EQUINIX INC
+$505.5K
6,486
+3%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$502.7K
59,308
-4%
增持
QLTA
ISHARES TR
-$496.7K
301,430
+1%
清仓
—
ARISTA NETWORKS INC
-$493.6K
0
-100%
清仓
SHY
ISHARES TR
-$493.1K
0
-100%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$484.8K
12,791
+127%
增持
QGRO
AMERICAN CENTY ETF TR
+$459.4K
48,901
+1%
增持
TSLA
TESLA INC
+$439.0K
2,939
+3%
增持
RMD
RESMED INC
-$423.2K
32,215
+1%
增持
GOOG
ALPHABET INC
+$408.0K
16,989
+0%
增持
KR
KROGER CO
+$407.0K
86,354
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$406.6K
684,532
+0%
减持
IAU
ISHARES GOLD TR
-$393.2K
353,503
-2%
减持
TPG
TPG INC
+$390.7K
98,967
-2%
建仓
IWR
ISHARES TR
+$379.1K
4,288
减持
CMI
CUMMINS INC
+$374.2K
15,113
-0%
建仓
APP
APPLOVIN CORP
+$366.3K
1,131
增持
—
INTERPUBLIC GROUP COS INC
-$361.0K
168,723
+5%
建仓
JAAA
JANUS DETROIT STR TR
+$349.6K
6,895
增持
FALN
ISHARES TR
+$342.9K
71,198
+25%
增持
CRM
SALESFORCE INC
+$336.5K
5,537
+0%
建仓
IMCG
ISHARES TR
+$330.6K
4,377
减持
BAC
BANK AMERICA CORP
+$318.0K
78,180
-1%
减持
VOO
VANGUARD INDEX FDS
-$314.0K
2,266
-22%
清仓
—
SUPER MICRO COMPUTER INC
-$311.1K
0
-100%
减持
INTC
INTEL CORP
-$309.1K
68,837
-4%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$299.3K
0
-100%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$295.5K
2,392
建仓
SMCI
SUPER MICRO COMPUTER INC
+$295.2K
9,685
清仓
AMD
ADVANCED MICRO DEVICES INC
-$295.0K
0
-100%
减持
ABBV
ABBVIE INC
-$289.6K
14,481
-0%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$289.0K
0
-100%
增持
TJX
TJX COS INC NEW
+$267.1K
53,200
+2%
清仓
JD
JD.COM INC
-$266.6K
0
-100%
减持
SPSB
SPDR SER TR
-$266.3K
125,717
-5%
建仓
WMT
WALMART INC
+$262.4K
2,904
增持
HD
HOME DEPOT INC
-$259.0K
16,443
+0%
增持
DOW
DOW INC
-$258.7K
51,773
+21%
建仓
TLN
TALEN ENERGY CORP
+$256.9K
1,275
增持
MS
MORGAN STANLEY
+$256.3K
11,202
+1%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$256.0K
66,069
-11%
清仓
AMAT
APPLIED MATLS INC
-$241.0K
0
-100%
建仓
XMVM
INVESCO EXCHANGE TRADED FD T
+$224.2K
4,046
建仓
NULG
NUSHARES ETF TR
+$217.2K
2,530
清仓
LEN
LENNAR CORP
-$216.7K
0
-100%
清仓
NTAP
NETAPP INC
-$213.8K
0
-100%
清仓
AVEM
AMERICAN CENTY ETF TR
-$210.5K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$210.3K
0
-100%
清仓
TDG
TRANSDIGM GROUP INC
-$208.4K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$208.3K
1,699
增持
MSFT
MICROSOFT CORP
-$207.4K
71,927
+1%
建仓
EPAM
EPAM SYS INC
+$206.9K
885
建仓
BNY
BANK NEW YORK MELLON CORP
+$203.8K
2,652
减持
BA
BOEING CO
+$193.8K
10,276
-4%
增持
ABT
ABBOTT LABS
+$185.0K
68,187
+3%
增持
MCD
MCDONALDS CORP
-$173.9K
21,270
+2%
减持
PSX
PHILLIPS 66
-$167.7K
9,236
-0%
增持
MRSH
MARSH & MCLENNAN COS INC
-$160.8K
25,938
+2%
减持
EZU
ISHARES INC
-$153.5K
5,592
-30%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$146.9K
69,265
+1%
减持
COST
COSTCO WHSL CORP NEW
+$143.9K
5,315
-0%
减持
LLY
ELI LILLY & CO
-$139.3K
1,168
-1%
增持
NVO
NOVO-NORDISK A S
-$130.1K
6,697
+13%
减持
REGL
PROSHARES TR
-$126.8K
8,884
-14%
减持
—
EXXON MOBIL CORP
-$121.1K
11,009
-1%
减持
FTNT
FORTINET INC
+$114.4K
7,673
-3%
增持
—
ACCENTURE PLC IRELAND
+$110.0K
18,452
+2%
增持
EQIN
COLUMBIA ETF TR I
+$107.6K
12,260
+33%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$102.0K
810
-18%
减持
SPSM
SPDR SER TR
-$101.9K
10,248
-17%
减持
T
AT&T INC
-$100.7K
12,642
-28%
减持
ICLN
ISHARES TR
-$99.6K
12,758
-23%
增持
OSK
OSHKOSH CORP
-$98.4K
40,642
+3%
增持
TFC
TRUIST FINL CORP
+$93.6K
141,901
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$92.8K
7,122
+102%
减持
UBER
UBER TECHNOLOGIES INC
-$91.8K
5,103
-4%
减持
NFLX
NETFLIX INC
+$89.4K
1,660
-15%
增持
ETR
ENTERGY CORP NEW
+$82.3K
8,216
+100%
减持
IJK
ISHARES TR
-$82.0K
7,676
-10%
减持
EUFN
ISHARES TR
-$81.2K
12,650
-17%
增持
COP
CONOCOPHILLIPS
-$78.1K
14,041
+1%
增持
MDYG
SPDR SER TR
-$78.0K
832,560
+1%
增持
SDY
SPDR SER TR
+$73.7K
7,850
+16%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$63.2K
1,616
-7%
增持
SBUX
STARBUCKS CORP
-$60.7K
14,078
+2%
减持
KKR
KKR & CO INC
+$60.4K
3,912
-1%
增持
RSG
REPUBLIC SVCS INC
+$59.8K
24,527
+1%
减持
—
FLEX LTD
+$59.7K
13,325
-1%
增持
ADBE
ADOBE INC
-$59.6K
921
+2%
增持
IWF
ISHARES TR
+$58.3K
865
+12%
增持
META
META PLATFORMS INC
+$56.1K
3,244
+1%
减持
VRT
VERTIV HOLDINGS CO
+$53.2K
4,243
-2%
增持
NXST
NEXSTAR MEDIA GROUP INC
-$48.6K
32,261
+4%
增持
AMT
AMERICAN TOWER CORP NEW
-$47.6K
1,455
+8%
增持
CVX
CHEVRON CORP NEW
+$47.4K
53,376
+2%
减持
GE
GE AEROSPACE
-$46.4K
2,084
-0%
增持
PG
PROCTER AND GAMBLE CO
-$45.4K
50,263
+3%
增持
BAND
BANDWIDTH INC
-$45.0K
232,137
+2%
增持
DFSE
DIMENSIONAL ETF TRUST
+$42.4K
7,896
+28%
减持
FANG
DIAMONDBACK ENERGY INC
-$42.0K
2,245
-6%
减持
GLD
SPDR GOLD TR
-$40.6K
9,470
-1%
减持
MCK
MCKESSON CORP
+$40.4K
607
-2%
增持
QCOM
QUALCOMM INC
-$38.8K
2,367
+0%
减持
TMUS
T-MOBILE US INC
-$31.7K
6,024
-9%
清仓
—
LESLIES INC
-$31.6K
0
-100%
减持
EEMS
ISHARES INC
-$29.0K
5,017
-0%
增持
MMM
3M CO
-$28.0K
6,099
+2%
