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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 42
增持 58
减持 39
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
COIN
COINBASE GLOBAL INC
-$33.8M
200,421
-14%
清仓
IBTM
ISHARES TR
-$20.9M
0
-100%
增持
IVV
ISHARES TR
+$20.8M
894,415
+33715%
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
ETHA
ISHARES ETHEREUM TR
+$7.6M
339,436
减持
GOOGL
ALPHABET INC
+$6.3M
96,077
-2%
减持
ORCL
ORACLE CORP
-$6.1M
60,313
-5%
减持
GLDM
WORLD GOLD TR
+$5.6M
661,153
-1%
清仓
SAP
SAP SE
-$4.9M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$4.3M
18,684
+725%
建仓
IGV
ISHARES TR
+$4.1M
39,252
清仓
OWL
BLUE OWL CAPITAL INC
-$4.1M
0
-100%
增持
PCAR
PACCAR INC
+$3.3M
271,640
+1%
建仓
GPZ
VANECK ETF TRUST
+$3.3M
121,736
增持
AAPL
APPLE INC
+$3.2M
159,970
+1%
增持
IEFA
ISHARES TR
+$3.1M
1,015,610
+1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$3.1M
146,693
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.9M
2,748,630
+0%
减持
MSFT
MICROSOFT CORP
-$2.9M
74,078
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$2.8M
1,190,389
+1%
减持
IAU
ISHARES GOLD TR
+$2.6M
334,201
-1%
清仓
FETH
FIDELITY ETHEREUM FD
-$2.3M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.8M
77,714
+6%
减持
LFST
LIFESTANCE HEALTH GROUP INC
+$1.8M
2,095,216
-11%
减持
—
GARMIN LTD
-$1.8M
35,121
-3%
增持
GOOG
ALPHABET INC
+$1.7M
21,449
+5%
减持
—
EATON CORP PLC
-$1.7M
29,726
-1%
增持
DBMF
LITMAN GREGORY FDS TR
+$1.7M
1,556,637
+1%
减持
CAT
CATERPILLAR INC
+$1.7M
19,814
-2%
减持
BAI
BLACKROCK ETF TRUST
-$1.6M
1,034,774
-2%
增持
MUB
ISHARES TR
+$1.4M
507,509
+2%
增持
FCX
FREEPORT-MCMORAN INC
+$1.3M
96,705
+5%
减持
CMI
CUMMINS INC
+$1.3M
15,566
-1%
减持
RMD
RESMED INC
-$1.3M
32,132
-3%
建仓
Q
QNITY ELECTRONICS INC
+$1.2M
14,892
减持
HD
HOME DEPOT INC
-$1.2M
17,041
-2%
减持
KLAC
KLA CORP
+$1.2M
11,113
-3%
增持
SDY
SPDR SERIES TRUST
+$1.2M
13,963
+149%
增持
—
DUPONT DE NEMOURS INC
-$1.1M
31,398
+2%
增持
LLY
ELI LILLY & CO
+$1.1M
2,403
+25%
减持
MPC
MARATHON PETE CORP
-$1.1M
33,997
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.1M
26,871
+249%
减持
—
LINDE PLC
-$1.1M
16,655
-3%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$1.1M
32,767
减持
QQQ
INVESCO QQQ TR
-$1.1M
87,125
-4%
增持
CNC
CENTENE CORP DEL
+$1.0M
32,967
+251%
减持
PG
PROCTER AND GAMBLE CO
-$993.9K
52,343
-5%
增持
—
CHUBB LIMITED
+$988.1K
4,345
+233%
建仓
ESGD
ISHARES TR
+$980.3K
10,309
减持
AMGN
AMGEN INC
+$959.8K
28,439
-4%
增持
TEAM
ATLASSIAN CORPORATION
+$945.7K
7,113
+447%
增持
MRK
MERCK & CO INC
+$934.7K
30,098
+13%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$889.8K
61,815
-2%
减持
BLK
BLACKROCK INC
-$853.7K
8,289
-1%
增持
LPX
LOUISIANA PAC CORP
-$812.0K
102,174
+0%
减持
ABT
ABBOTT LABS
-$807.4K
69,385
-2%
减持
—
CRH PLC
-$750.8K
53,779
-14%
增持
WMT
WALMART INC
+$726.6K
14,019
+73%
清仓
VBR
VANGUARD INDEX FDS
-$709.4K
0
-100%
增持
PCG
PG&E CORP
+$687.4K
77,712
+109%
增持
ZM
ZOOM COMMUNICATIONS INC
+$679.2K
11,746
+190%
建仓
SHM
SPDR SERIES TRUST
+$672.8K
14,019
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$667.3K
18,035
增持
COWZ
PACER FDS TR
+$654.9K
141,454
+3%
建仓
UPS
UNITED PARCEL SERVICE INC
+$653.3K
6,586
增持
REGN
REGENERON PHARMACEUTICALS
+$635.4K
1,183
+139%
减持
META
META PLATFORMS INC
-$617.7K
4,818
-7%
增持
WY
WEYERHAEUSER CO MTN BE
-$610.3K
567,255
+0%
增持
MU
MICRON TECHNOLOGY INC
+$606.3K
3,536
+47%
增持
EIX
EDISON INTL
+$605.9K
17,515
+117%
建仓
MKTX
MARKETAXESS HLDGS INC
+$603.6K
3,330
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$597.6K
57,726
-3%
建仓
LVS
LAS VEGAS SANDS CORP
+$591.1K
9,082
增持
ROST
ROSS STORES INC
+$582.1K
16,747
+5%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$582.1K
152,314
-1%
增持
WFC
WELLS FARGO CO NEW
+$574.8K
57,753
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$571.0K
4,119
+45%
增持
NFLX
NETFLIX INC
-$557.2K
18,110
+863%
增持
GLD
SPDR GOLD TR
+$556.0K
9,454
+5%
增持
TJX
TJX COS INC NEW
+$552.0K
55,914
+1%
建仓
JMBS
JANUS DETROIT STR TR
+$539.6K
11,811
建仓
NOW
SERVICENOW INC
+$539.2K
3,520
增持
ABNB
AIRBNB INC
+$528.8K
6,438
+127%
增持
COF
CAPITAL ONE FINL CORP
+$515.2K
4,673
+61%
建仓
KDP
KEURIG DR PEPPER INC
+$505.0K
18,030
增持
—
ACCENTURE PLC IRELAND
+$500.4K
4,129
+68%
增持
USB
US BANCORP DEL
+$494.7K
57,649
+8%
增持
FIX
COMFORT SYS USA INC
+$489.5K
1,131
+65%
建仓
EXAS
EXACT SCIENCES CORP
+$482.8K
4,754
减持
KR
KROGER CO
-$480.3K
87,667
-1%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$474.6K
974
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$474.2K
7,591
减持
RSG
REPUBLIC SVCS INC
-$474.0K
24,580
-1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$470.9K
2,682
建仓
TGT
TARGET CORP
+$470.7K
4,815
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$469.4K
7,797
+14%
增持
JBHT
HUNT J B TRANS SVCS INC
+$468.9K
3,574
+112%
增持
NEM
NEWMONT CORP
+$467.2K
7,189
+142%
清仓
DASH
DOORDASH INC
-$465.4K
0
-100%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$460.8K
1,355
建仓
TXT
TEXTRON INC
+$454.9K
5,218
清仓
VTI
VANGUARD INDEX FDS
-$453.9K
0
-100%
建仓
PB
PROSPERITY BANCSHARES INC
+$451.5K
6,533
增持
EXPE
EXPEDIA GROUP INC
+$450.4K
3,719
+32%
清仓
VO
VANGUARD INDEX FDS
-$449.1K
0
-100%
建仓
IQV
IQVIA HLDGS INC
+$448.3K
1,989
建仓
IWR
ISHARES TR
+$440.5K
4,576
建仓
MLI
MUELLER INDS INC
+$425.2K
3,704
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$420.6K
7,077
建仓
—
ARCH CAP GROUP LTD
+$413.6K
4,312
减持
CVX
CHEVRON CORP NEW
-$403.0K
58,463
-3%
清仓
MOH
MOLINA HEALTHCARE INC
-$400.7K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$396.6K
2,302
增持
SCHC
SCHWAB STRATEGIC TR
+$387.3K
21,273
+312%
减持
NVDA
NVIDIA CORPORATION
-$379.1K
235,901
-1%
增持
MEDP
MEDPACE HLDGS INC
+$376.6K
1,369
+79%
增持
AMP
AMERIPRISE FINL INC
+$371.6K
1,414
+116%
增持
DG
DOLLAR GEN CORP NEW
+$370.8K
4,453
+109%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$368.7K
96,538
-3%
建仓
TSN
TYSON FOODS INC
+$367.1K
6,262
增持
ILMN
ILLUMINA INC
+$366.7K
6,112
+33%
增持
MRSH
MARSH & MCLENNAN COS INC
-$365.2K
28,480
+2%
减持
KO
COCA COLA CO
+$362.9K
120,575
-1%
增持
DHR
DANAHER CORPORATION
+$359.0K
2,689
+108%
建仓
SF
STIFEL FINL CORP
+$358.1K
2,860
清仓
ARES
ARES MANAGEMENT CORPORATION
-$357.4K
0
-100%
建仓
ROP
ROPER TECHNOLOGIES INC
+$356.1K
800
减持
COST
COSTCO WHSL CORP NEW
-$353.1K
5,158
-1%
清仓
VTV
VANGUARD INDEX FDS
-$347.6K
0
-100%
增持
NTRA
NATERA INC
+$341.2K
2,821
+49%
建仓
AA
ALCOA CORP
+$338.6K
6,371
减持
EQIX
EQUINIX INC
-$336.8K
6,514
-4%
增持
DKNG
DRAFTKINGS INC NEW
+$336.0K
27,777
+67%
建仓
JEF
JEFFERIES FINL GROUP INC
+$334.8K
5,402
增持
GD
GENERAL DYNAMICS CORP
+$334.3K
4,757
+28%
建仓
HAL
HALLIBURTON CO
+$331.0K
11,712
增持
BAC
BANK AMERICA CORP
+$330.9K
84,386
+1%
建仓
AVY
AVERY DENNISON CORP
+$330.5K
1,817
建仓
HPQ
HP INC
+$330.2K
14,821
建仓
NYT
NEW YORK TIMES CO
+$326.1K
4,697
增持
V
VISA INC
+$323.7K
3,300
+35%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$321.3K
5,886
减持
UBER
UBER TECHNOLOGIES INC
-$320.3K
6,847
-24%
建仓
—
CONFLUENT INC
+$319.1K
10,553
减持
AIRR
FIRST TR EXCHANGE TRADED FD
-$317.9K
609,240
-2%
建仓
BDX
BECTON DICKINSON & CO
+$314.2K
1,619
增持
RBLX
ROBLOX CORP
-$311.9K
10,550
+25%
减持
XBI
SPDR SERIES TRUST
-$306.4K
12,854
-31%
建仓
CFG
CITIZENS FINL GROUP INC
+$306.0K
5,238
减持
TMUS
T-MOBILE US INC
-$305.3K
5,094
-9%
建仓
FIVE
FIVE BELOW INC
+$304.8K
1,618
