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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 44
增持 63
减持 36
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
DBMF
LITMAN GREGORY FDS TR
+$42.0M
1,536,734
增持
IEFA
ISHARES TR
+$40.7M
1,004,765
+78%
清仓
JMBS
JANUS DETROIT STR TR
-$33.0M
0
-100%
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。
增持
MUB
ISHARES TR
+$30.7M
497,096
+133%
建仓
IBTM
ISHARES TR
+$20.9M
902,319
减持
IVV
ISHARES TR
-$20.7M
2,645
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$18.9M
99,428
减持
AVUV
AMERICAN CENTY ETF TR
-$15.8M
409,900
-34%
增持
NVDA
NVIDIA CORPORATION
+$8.9M
237,832
+6%
增持
AAPL
APPLE INC
+$8.0M
158,323
+0%
增持
GLDM
WORLD GOLD TR
+$7.4M
664,615
+0%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$7.0M
622,862
-5%
增持
GOOGL
ALPHABET INC
+$6.7M
97,623
+1%
减持
DFEM
DIMENSIONAL ETF TRUST
+$5.6M
2,745,347
-1%
减持
—
ACCENTURE PLC IRELAND
-$5.4M
2,463
-88%
减持
BAI
BLACKROCK ETF TRUST
+$5.4M
1,055,332
-1%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$4.2M
63,229
减持
ORCL
ORACLE CORP
+$3.6M
63,630
-3%
增持
QLTA
ISHARES TR
+$3.4M
389,185
+20%
减持
IAU
ISHARES GOLD TR
+$3.3M
336,841
-1%
减持
AVGO
BROADCOM INC
+$3.0M
60,635
-2%
增持
COIN
COINBASE GLOBAL INC
-$3.0M
234,322
+0%
建仓
SHYG
ISHARES TR
+$3.0M
68,406
增持
MSFT
MICROSOFT CORP
+$2.5M
74,671
+3%
建仓
FETH
FIDELITY ETHEREUM FD
+$2.3M
54,818
减持
KLAC
KLA CORP
+$2.0M
11,437
-1%
增持
CAT
CATERPILLAR INC
+$1.8M
20,265
+1%
增持
—
CRH PLC
+$1.8M
62,239
+1%
增持
GOOG
ALPHABET INC
+$1.7M
20,525
+12%
增持
TSLA
TESLA INC
+$1.7M
9,195
+24%
增持
CMI
CUMMINS INC
+$1.5M
15,728
+0%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$1.5M
9,573
-87%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
42,305
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
21,821
+12%
减持
—
GARMIN LTD
+$1.3M
36,112
-1%
增持
TJX
TJX COS INC NEW
+$1.2M
55,603
+1%
减持
SAP
SAP SE
-$1.2M
18,352
-9%
增持
AMZN
AMAZON COM INC
+$1.1M
73,457
+7%
清仓
ALNT
ALLIENT INC
-$1.0M
0
-100%
增持
BLK
BLACKROCK INC
+$1.0M
8,342
+1%
减持
SPYM
SPDR SERIES TRUST
-$1.0M
62,532
-23%
增持
PCAR
PACCAR INC
+$966.7K
268,906
+0%
增持
INTC
INTEL CORP
+$954.5K
79,151
+4%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$934.0K
59,541
-6%
增持
MPC
MARATHON PETE CORP
+$925.2K
34,450
+0%
增持
ABBV
ABBVIE INC
+$919.5K
16,515
+6%
减持
MPWR
MONOLITHIC PWR SYS INC
+$897.7K
4,989
-1%
增持
HD
HOME DEPOT INC
+$833.0K
17,435
+3%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$808.2K
143,004
-0%
减持
NXST
NEXSTAR MEDIA GROUP INC
+$793.5K
35,452
-1%
建仓
IJH
ISHARES TR
+$785.6K
12,038
增持
LFST
LIFESTANCE HEALTH GROUP INC
+$784.4K
2,354,366
+0%
增持
CVX
CHEVRON CORP NEW
+$766.8K
59,974
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$753.8K
6,921
-20%
增持
META
META PLATFORMS INC
+$753.0K
5,172
+25%
减持
OSK
OSHKOSH CORP
+$718.5K
45,643
-0%
减持
OWL
BLUE OWL CAPITAL INC
-$718.1K
240,248
-4%
增持
SRE
SEMPRA
+$700.0K
48,102
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$698.4K
6,862
+21%
减持
KO
COCA COLA CO
-$648.9K
121,631
-1%
增持
—
EATON CORP PLC
+$614.3K
29,904
+1%
建仓
FDX
FEDEX CORP
+$569.0K
2,413
建仓
PCG
PG&E CORP
+$561.4K
37,227
增持
VIGI
VANGUARD WHITEHALL FDS
-$557.4K
1,184,203
+0%
增持
BAC
BANK AMERICA CORP
+$549.3K
83,549
+5%
减持
COST
COSTCO WHSL CORP NEW
-$537.3K
5,187
-4%
减持
AMGN
AMGEN INC
-$531.3K
29,584
-7%
增持
QGRO
AMERICAN CENTY ETF TR
+$516.5K
54,232
+4%
建仓
—
EVEREST GROUP LTD
+$507.1K
1,448
增持
WY
WEYERHAEUSER CO MTN BE
-$504.7K
566,704
+0%
增持
MRK
MERCK & CO INC
+$492.1K
26,610
+21%
增持
DOW
DOW INC
+$490.5K
65,245
+72%
减持
ARES
ARES MANAGEMENT CORPORATION
-$487.7K
2,235
-54%
增持
WMT
WALMART INC
+$487.0K
8,105
+128%
增持
APP
APPLOVIN CORP
+$483.6K
1,228
+8%
增持
ANET
ARISTA NETWORKS INC
+$481.8K
9,082
+10%
增持
LLY
ELI LILLY & CO
+$479.5K
1,928
+52%
减持
FTNT
FORTINET INC
-$475.0K
8,314
-25%
增持
PEP
PEPSICO INC
+$461.4K
6,148
+102%
建仓
ES
EVERSOURCE ENERGY
+$456.2K
6,413
减持
RSG
REPUBLIC SVCS INC
-$453.1K
24,765
-0%
增持
MRSH
MARSH & MCLENNAN COS INC
-$449.6K
28,030
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$440.2K
2,452
+88%
增持
SNX
TD SYNNEX CORPORATION
+$435.3K
15,189
+0%
增持
JNJ
JOHNSON & JOHNSON
+$427.0K
9,976
+7%
增持
RBLX
ROBLOX CORP
+$423.5K
8,423
+19%
减持
GLD
SPDR GOLD TR
+$420.7K
8,976
-1%
增持
GD
GENERAL DYNAMICS CORP
+$420.5K
3,716
+28%
减持
KR
KROGER CO
-$414.0K
88,381
-1%
建仓
MU
MICRON TECHNOLOGY INC
+$402.9K
2,408
建仓
MOH
MOLINA HEALTHCARE INC
+$400.7K
2,094
减持
RMD
RESMED INC
+$393.6K
33,032
-1%
建仓
MEDP
MEDPACE HLDGS INC
+$392.3K
763
清仓
CMCSA
COMCAST CORP NEW
-$390.5K
0
-100%
减持
COWZ
PACER FDS TR
-$387.7K
136,704
-9%
建仓
BBY
BEST BUY INC
+$386.9K
5,117
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$386.9K
0
-100%
增持
GE
GE AEROSPACE
+$380.2K
5,005
+14%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$378.5K
70,774
-1%
建仓
INCY
INCYTE CORP
+$372.4K
4,391
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$359.8K
789
减持
TXN
TEXAS INSTRS INC
-$359.8K
2,554
-36%
增持
DE
DEERE & CO
-$359.2K
7,140
+0%
增持
PSX
PHILLIPS 66
+$352.6K
11,358
+14%
增持
FALN
ISHARES TR
+$349.8K
87,306
+14%
减持
ROST
ROSS STORES INC
+$349.4K
15,977
-2%
建仓
VTV
VANGUARD INDEX FDS
+$347.6K
1,864
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$341.4K
2,432
增持
ADBE
ADOBE INC
+$338.9K
2,414
+82%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$336.0K
1,203
建仓
CNC
CENTENE CORP DEL
+$334.6K
9,379
建仓
ZM
ZOOM COMMUNICATIONS INC
+$334.4K
4,053
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$330.9K
0
-100%
清仓
TXRH
TEXAS ROADHOUSE INC
-$321.2K
0
-100%
增持
IEMG
ISHARES INC
+$321.2K
32,722
+7%
增持
FCX
FREEPORT-MCMORAN INC
-$309.8K
91,974
+2%
增持
TLN
TALEN ENERGY CORP
+$309.7K
1,994
+8%
建仓
CHWY
CHEWY INC
+$306.7K
7,583
建仓
NTRA
NATERA INC
+$305.0K
1,895
建仓
GS
GOLDMAN SACHS GROUP INC
+$303.4K
381
建仓
CVS
CVS HEALTH CORP
+$301.7K
4,002
建仓
MSCI
MSCI INC
+$300.2K
529
增持
—
DUPONT DE NEMOURS INC
+$297.1K
30,810
+0%
建仓
—
PINNACLE FINL PARTNERS INC
+$296.2K
3,158
建仓
BWA
BORGWARNER INC
+$293.7K
6,682
建仓
AZO
AUTOZONE INC
+$291.7K
68
清仓
EXR
EXTRA SPACE STORAGE INC
-$284.0K
0
-100%
减持
EQIX
EQUINIX INC
-$283.7K
6,802
-4%
建仓
TFX
TELEFLEX INCORPORATED
+$282.8K
2,311
增持
MS
MORGAN STANLEY
+$281.9K
10,571
+6%
建仓
IBB
ISHARES TR
+$280.1K
1,940
减持
LPX
LOUISIANA PAC CORP
+$278.0K
102,021
-0%
建仓
REGN
REGENERON PHARMACEUTICALS
+$277.8K
494
建仓
MTCH
MATCH GROUP INC NEW
+$276.7K
7,833
建仓
LNG
CHENIERE ENERGY INC
+$276.6K
1,177
增持
FIX
COMFORT SYS USA INC
+$273.3K
686
+26%
建仓
BPOP
POPULAR INC
+$271.3K
2,136
建仓
LRCX
LAM RESEARCH CORP
+$270.9K
2,023
建仓
VUG
VANGUARD INDEX FDS
+$270.5K
564
建仓
EVR
EVERCORE INC
+$270.2K
801
建仓
XLK
SELECT SECTOR SPDR TR
+$268.9K
954
增持
GEV
GE VERNOVA INC
+$268.3K
1,216
+34%
建仓
—
ELASTIC N V
+$264.5K
3,131
建仓
MGM
MGM RESORTS INTERNATIONAL
+$262.7K
7,580
增持
EXPE
EXPEDIA GROUP INC
+$257.1K
2,822
+38%
增持
—
EXXON MOBIL CORP
+$252.0K
9,581
+25%
增持
HOOD
ROBINHOOD MKTS INC
+$250.8K
4,356
+9%
建仓
NEM
NEWMONT CORP
+$250.7K
2,973
增持
LYFT
LYFT INC
+$249.3K
24,618
+33%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$247.7K
393
