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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 49
增持 59
减持 23
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
MDYG
SPDR SER TR
-$56.0M
205,398
-75%
建仓
IEFA
ISHARES TR
+$41.7M
551,208
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$35.5M
26,773
-96%
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。
清仓
DBMF
LITMAN GREGORY FDS TR
-$31.8M
0
-100%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$29.0M
424,996
减持
COIN
COINBASE GLOBAL INC
-$26.3M
234,105
-13%
减持
SPYM
SPDR SER TR
-$22.8M
81,019
-80%
增持
GLDM
WORLD GOLD TR
+$22.3M
655,042
+86%
建仓
IBTM
ISHARES TR
+$21.4M
937,088
建仓
STIP
ISHARES TR
+$18.8M
182,122
清仓
KRE
SPDR SER TR
-$16.1M
0
-100%
建仓
LFST
LIFESTANCE HEALTH GROUP INC
+$15.7M
2,352,904
清仓
VDE
VANGUARD WORLD FD
-$15.1M
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
-$12.2M
618,057
-10%
减持
AVGO
BROADCOM INC
-$11.3M
62,990
-33%
建仓
XLI
SELECT SECTOR SPDR TR
+$11.1M
84,736
清仓
SCZ
ISHARES TR
-$10.8M
0
-100%
减持
—
EATON CORP PLC
-$8.7M
3,032
-89%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$7.0M
10,643
-97%
减持
FSMD
FIDELITY COVINGTON TRUST
-$6.5M
349,831
-29%
减持
NVDA
NVIDIA CORPORATION
-$6.4M
222,261
-2%
清仓
TPG
TPG INC
-$6.2M
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$6.0M
10,971
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$5.7M
157,083
建仓
XLC
SELECT SECTOR SPDR TR
+$5.2M
53,498
清仓
—
INTERPUBLIC GROUP COS INC
-$4.7M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$4.2M
88,192
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.1M
2,890,675
+5%
清仓
OSK
OSHKOSH CORP
-$3.9M
0
-100%
增持
AAPL
APPLE INC
-$3.7M
156,104
+2%
增持
MSFT
MICROSOFT CORP
-$3.1M
72,588
+1%
减持
IAU
ISHARES GOLD TR
+$2.7M
342,333
-3%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$2.5M
137,636
-9%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$2.3M
985,215
+14%
增持
JMBS
JANUS DETROIT STR TR
+$2.0M
740,716
+4%
减持
VIGI
VANGUARD WHITEHALL FDS
+$2.0M
1,180,947
-2%
增持
GOOGL
ALPHABET INC
-$2.0M
65,989
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$1.9M
10,079
-22%
增持
CVX
CHEVRON CORP NEW
+$1.8M
56,779
+6%
增持
PCAR
PACCAR INC
-$1.8M
268,877
+0%
增持
ABT
ABBOTT LABS
+$1.6M
70,491
+3%
增持
KO
COCA COLA CO
+$1.5M
121,642
+5%
增持
—
MEDTRONIC PLC
+$1.5M
106,084
+5%
增持
ORCL
ORACLE CORP
-$1.4M
64,555
+3%
增持
AMZN
AMAZON COM INC
-$1.4M
67,013
+4%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.2M
27,583
+6%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$1.2M
35,067
+9%
增持
—
LINDE PLC
+$1.1M
16,685
+5%
增持
RSG
REPUBLIC SVCS INC
+$1.1M
24,980
+2%
清仓
ISCF
ISHARES TR
-$1.0M
0
-100%
减持
ROST
ROSS STORES INC
-$1.0M
15,801
-21%
增持
KLAC
KLA CORP
+$967.5K
14,924
+2%
减持
ARES
ARES MANAGEMENT CORPORATION
-$900.4K
5,186
-45%
增持
BAND
BANDWIDTH INC
-$880.5K
234,390
+1%
增持
MCD
MCDONALDS CORP
+$817.1K
22,355
+5%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$715.2K
71,401
+3%
增持
SRE
SEMPRA
-$703.2K
47,862
+2%
增持
KR
KROGER CO
+$697.7K
88,318
+2%
增持
ABBV
ABBVIE INC
+$696.5K
15,606
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$685.7K
5,532
+11%
减持
AAON
AAON INC
-$625.8K
11,449
-11%
增持
QLTA
ISHARES TR
+$609.8K
309,567
+3%
减持
MRK
MERCK & CO INC
-$603.4K
20,134
-17%
增持
TSLA
TESLA INC
+$580.9K
6,822
+132%
增持
MPC
MARATHON PETE CORP
+$579.3K
33,614
+9%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
-$568.2K
61,050
+3%
增持
PG
PROCTER AND GAMBLE CO
+$564.3K
52,757
+5%
增持
CAT
CATERPILLAR INC
-$555.0K
19,924
+1%
增持
COP
CONOCOPHILLIPS
+$554.2K
18,536
+32%
增持
EQIX
EQUINIX INC
-$547.7K
6,829
+5%
增持
CME
CME GROUP INC
+$547.1K
4,690
+56%
增持
BLK
BLACKROCK INC
-$537.2K
8,188
+1%
增持
GE
GE AEROSPACE
+$521.3K
4,341
+108%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$516.2K
11,027
增持
—
GARMIN LTD
+$509.4K
36,718
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$480.1K
144,312
+6%
增持
JNJ
JOHNSON & JOHNSON
+$461.4K
9,396
+24%
清仓
ACWI
ISHARES TR
-$448.5K
0
-100%
增持
—
ACCENTURE PLC IRELAND
-$445.3K
19,375
+5%
增持
MCK
MCKESSON CORP
+$444.2K
1,174
+93%
建仓
VRSN
VERISIGN INC
+$438.7K
1,728
建仓
SCHW
SCHWAB CHARLES CORP
+$434.3K
5,548
建仓
—
TRANE TECHNOLOGIES PLC
+$430.6K
1,278
建仓
CMCSA
COMCAST CORP NEW
+$429.1K
11,628
建仓
MSCI
MSCI INC
+$427.5K
756
建仓
CNC
CENTENE CORP DEL
+$424.7K
6,996
减持
CRM
SALESFORCE INC
-$420.8K
5,330
-4%
建仓
DKNG
DRAFTKINGS INC NEW
+$409.4K
12,327
增持
FTNT
FORTINET INC
+$391.7K
11,600
+51%
建仓
ABNB
AIRBNB INC
+$386.7K
3,237
减持
BX
BLACKSTONE INC
-$381.1K
10,967
-1%
建仓
VTI
VANGUARD INDEX FDS
+$380.1K
1,383
清仓
IWR
ISHARES TR
-$379.1K
0
-100%
建仓
GM
GENERAL MTRS CO
+$372.5K
7,921
建仓
SNOW
SNOWFLAKE INC
+$370.2K
2,533
增持
META
META PLATFORMS INC
+$369.8K
3,937
+21%
清仓
FANG
DIAMONDBACK ENERGY INC
-$367.8K
0
-100%
增持
HD
HOME DEPOT INC
-$352.8K
16,490
+0%
清仓
JAAA
JANUS DETROIT STR TR
-$349.6K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$348.7K
681
减持
GLD
SPDR GOLD TR
+$344.7K
9,154
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$338.0K
19,751
+12%
增持
IVV
ISHARES TR
+$336.8K
2,306
+42%
建仓
INCY
INCYTE CORP
+$336.8K
5,562
建仓
RGLD
ROYAL GOLD INC
+$332.9K
2,036
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$332.1K
4,698
建仓
APH
AMPHENOL CORP NEW
+$332.1K
5,063
清仓
IMCG
ISHARES TR
-$330.6K
0
-100%
建仓
DASH
DOORDASH INC
+$327.5K
1,792
建仓
AIG
AMERICAN INTL GROUP INC
+$326.8K
3,759
建仓
NOW
SERVICENOW INC
+$322.4K
405
增持
SMCI
SUPER MICRO COMPUTER INC
+$320.0K
17,968
+86%
减持
NVO
NOVO-NORDISK A S
-$319.7K
3,692
-45%
建仓
EIX
EDISON INTL
+$319.5K
5,423
增持
MMM
3M CO
+$318.1K
7,527
+23%
建仓
BKNG
BOOKING HOLDINGS INC
+$317.9K
69
增持
TJX
TJX COS INC NEW
+$316.5K
55,366
+4%
建仓
PCG
PG&E CORP
+$315.0K
18,338
建仓
ESGV
VANGUARD WORLD FD
+$312.7K
3,192
增持
COST
COSTCO WHSL CORP NEW
+$303.4K
5,470
+3%
建仓
RBLX
ROBLOX CORP
+$303.2K
5,202
建仓
CNXC
CONCENTRIX CORP
+$299.8K
5,387
增持
CMI
CUMMINS INC
-$299.5K
15,853
+5%
增持
PM
PHILIP MORRIS INTL INC
+$292.4K
3,988
+41%
增持
INTC
INTEL CORP
+$292.0K
73,633
+7%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$289.8K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$288.8K
664
建仓
GEV
GE VERNOVA INC
+$284.8K
933
增持
LLY
ELI LILLY & CO
+$283.5K
1,435
+23%
建仓
ADSK
AUTODESK INC
+$280.1K
1,070
增持
UBER
UBER TECHNOLOGIES INC
+$279.6K
8,062
+58%
建仓
VO
VANGUARD INDEX FDS
+$273.9K
1,059
清仓
—
CAMTEK LTD
-$272.9K
0
-100%
清仓
IJS
ISHARES TR
-$272.5K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$272.4K
0
-100%
建仓
OVV
OVINTIV INC
+$270.2K
6,312
建仓
YETI
YETI HLDGS INC
+$267.7K
8,089
清仓
AMT
AMERICAN TOWER CORP NEW
-$266.9K
0
-100%
增持
DOW
DOW INC
+$265.3K
67,094
+30%
增持
USB
US BANCORP DEL
-$263.6K
53,757
+1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$262.1K
2,551
增持
C
CITIGROUP INC
+$261.4K
7,648
+91%
建仓
CSCO
CISCO SYS INC
+$259.3K
4,202
建仓
PEP
PEPSICO INC
+$257.6K
1,718
清仓
XLF
SELECT SECTOR SPDR TR
-$254.7K
0
-100%
建仓
—
ALLEGION PLC
+$253.1K
1,940
建仓
RL
RALPH LAUREN CORP
+$239.7K
1,086
建仓
HUM
HUMANA INC
+$238.7K
902
建仓
ETSY
ETSY INC
+$236.5K
5,012
建仓
BIIB
BIOGEN INC
+$235.9K
1,724
