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Concord Wealth Partners 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Concord Wealth Partners
报告期 2026-03-31 · CIK 0001814214
持仓数
207
前50大市值合计
$572.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 4
增持 75
减持 66
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPSB
SPDR SER TR
+$9.4M
719,714
+78%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$4.4M
497,044
+72%
增持
SHV
ISHARES TR
+$4.4M
93,303
+72%
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
VGIT
VANGUARD SCOTTSDALE FDS
-$2.9M
129,868
-29%
增持
BIL
SPDR SER TR
+$2.8M
73,878
+70%
减持
SPTS
SPDR SER TR
-$2.5M
5,895
-94%
减持
NVDA
NVIDIA CORPORATION
+$2.3M
17,694
-0%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.1M
404,204
+13%
减持
SPMB
SPDR SER TR
-$2.0M
147,562
-39%
减持
DON
WISDOMTREE TR
-$1.8M
186,343
-19%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.8M
6,935
-83%
增持
AAPL
APPLE INC
+$1.7M
42,021
+4%
增持
SLYV
SPDR SER TR
+$1.5M
83,232
+27%
减持
SPYG
SPDR SER TR
+$1.3M
292,725
-0%
减持
SPDW
SPDR INDEX SHS FDS
-$1.3M
154,268
-27%
减持
DGRO
ISHARES TR
-$1.3M
473,756
-5%
增持
MSFT
MICROSOFT CORP
+$1.2M
19,629
+5%
增持
—
EXXON MOBIL CORP
+$1.1M
17,418
+145%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
167,537
-5%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.0M
119,383
+19%
减持
KOMP
SPDR SER TR
-$936.1K
3,582
-87%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$868.4K
49,948
+23%
减持
SPYD
SPDR SER TR
-$850.3K
1,883
-92%
增持
CVX
CHEVRON CORP NEW
+$809.3K
7,652
+213%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$761.2K
16,086
减持
PFE
PFIZER INC
-$726.1K
8,784
-58%
减持
DWX
SPDR INDEX SHS FDS
-$702.6K
108,636
-21%
增持
AVEM
AMERICAN CENTY ETF TR
+$687.4K
162,410
+4%
增持
ABBV
ABBVIE INC
+$644.0K
5,920
+219%
增持
JNJ
JOHNSON & JOHNSON
+$544.2K
13,039
+56%
增持
TFC
TRUIST FINL CORP
-$521.0K
83,972
+7%
减持
MUB
ISHARES TR
-$515.0K
17,390
-23%
增持
MRK
MERCK & CO INC
+$496.8K
13,039
+62%
减持
ES
EVERSOURCE ENERGY
-$438.7K
148
-97%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$426.7K
158,258
-1%
增持
NEE
NEXTERA ENERGY INC
+$423.2K
10,623
+124%
减持
ARKK
ARK ETF TR
-$413.3K
562
-96%
增持
SO
SOUTHERN CO
+$408.0K
12,554
+93%
增持
GILD
GILEAD SCIENCES INC
+$381.8K
5,005
+1183%
增持
PG
PROCTER AND GAMBLE CO
+$380.9K
11,268
+32%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$377.3K
31,124
-25%
减持
TSLA
TESLA INC
+$367.5K
5,062
-9%
减持
SCHR
SCHWAB STRATEGIC TR
-$351.9K
4,349
-63%
增持
—
ETF SER SOLUTIONS
+$349.6K
375,151
+6%
减持
XT
ISHARES TR
+$341.2K
213,798
-7%
减持
USMV
ISHARES TR
-$328.8K
3,839
-54%
增持
UNH
UNITEDHEALTH GROUP INC
+$325.5K
1,571
+100%
减持
META
META PLATFORMS INC
+$321.7K
3,748
-5%
增持
JPM
JPMORGAN CHASE & CO
+$319.8K
11,001
+32%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$316.6K
11,061
-29%
增持
PSX
PHILLIPS 66
+$312.3K
3,854
+412%
增持
GOOGL
ALPHABET INC
+$308.8K
9,620
+23%
增持
DFAC
DIMENSIONAL ETF TRUST
+$306.6K
102,677
+8%
增持
KO
COCA COLA CO
+$299.9K
18,925
+38%
减持
—
BLACKROCK INC
-$295.9K
748
-33%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$294.7K
1,525
-57%
增持
—
PARAMOUNT GLOBAL
+$282.3K
14,248
+576%
增持
UPS
UNITED PARCEL SERVICE INC
+$268.8K
4,294
+32%
增持
TXN
TEXAS INSTRS INC
+$266.3K
4,732
+27%
增持
KR
KROGER CO
+$257.9K
5,573
+1340%
增持
AVGO
BROADCOM INC
+$256.2K
2,002
+9%
增持
PEP
PEPSICO INC
+$255.2K
6,798
+25%
增持
C
CITIGROUP INC
+$251.7K
13,680
+59%
增持
QCOM
QUALCOMM INC
+$250.6K
3,958
+71%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$246.7K
13,092
+43%
增持
CME
CME GROUP INC
+$239.0K
1,287
+2760%
增持
MCD
MCDONALDS CORP
+$238.6K
3,168
+29%
增持
COP
CONOCOPHILLIPS
+$237.7K
3,741
+231%
增持
QQQ
INVESCO QQQ TR
+$236.3K
2,112
+27%
减持
EFAV
ISHARES TR
-$229.6K
12
-100%
减持
EMR
EMERSON ELEC CO
-$219.3K
2,560
-44%
增持
SPGI
S&P GLOBAL INC
+$218.1K
654
+2873%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$211.8K
112,067
+85%
减持
LMT
LOCKHEED MARTIN CORP
-$204.7K
1,012
-28%
减持
DSI
ISHARES TR
+$202.6K
39,071
-1%
增持
LEN
LENNAR CORP
+$200.3K
1,923
+9515%
增持
FDX
FEDEX CORP
+$199.2K
878
+10875%
增持
PHM
PULTE GROUP INC
+$198.4K
3,435
+8488%
增持
—
DISH NETWORK CORPORATION
+$198.0K
21,429
+15098%
增持
—
WESTROCK CO
+$197.0K
6,544
+9524%
减持
—
ACCENTURE PLC IRELAND
-$190.4K
170
-81%
增持
GOOG
ALPHABET INC
+$189.3K
11,598
+1%
减持
AMZN
AMAZON COM INC
+$187.7K
20,201
-11%
减持
MMM
3M CO
-$185.5K
3,393
-25%
减持
HON
HONEYWELL INTL INC
-$180.0K
1,361
-34%
建仓
MHK
MOHAWK INDS INC
+$178.2K
1,778
增持
VLO
VALERO ENERGY CORP
+$171.9K
2,879
+59%
建仓
—
LINDE PLC
+$165.8K
467
增持
—
LYONDELLBASELL INDUSTRIES N
+$164.2K
2,460
+206%
增持
COF
CAPITAL ONE FINL CORP
+$163.3K
2,332
+255%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$163.0K
5,886
+442%
增持
WMT
WALMART INC
+$161.2K
3,494
+40%
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$160.8K
9,342
-39%
增持
VGT
VANGUARD WORLD FDS
+$159.0K
1,174
+28%
减持
IVV
ISHARES TR
-$155.4K
769
-37%
减持
IEFA
ISHARES TR
-$154.8K
3,543
-44%
减持
USB
US BANCORP DEL
-$154.6K
5,091
-34%
增持
KMX
CARMAX INC
+$154.3K
4,184
+122%
减持
AMGN
AMGEN INC
-$153.0K
3,408
-8%
减持
PRU
PRUDENTIAL FINL INC
-$152.8K
618
-70%
减持
SPYV
SPDR SER TR
-$150.4K
6,333
-40%
增持
EXPD
EXPEDITORS INTL WASH INC
+$148.6K
1,362
+10377%
减持
MBB
ISHARES TR
-$145.0K
1,814
-47%
增持
DHR
DANAHER CORPORATION
+$144.0K
727
+391%
减持
CI
THE CIGNA GROUP
-$142.0K
1,014
-16%
增持
CMCSA
COMCAST CORP NEW
+$140.5K
13,975
+26%
减持
SDG
ISHARES TR
-$135.1K
4,915
-26%
减持
VTI
VANGUARD INDEX FDS
-$134.5K
6,556
-15%
减持
APD
AIR PRODS & CHEMS INC
-$132.7K
1,893
-14%
增持
MA
MASTERCARD INCORPORATED
+$132.2K
1,754
+21%
减持
SPSM
SPDR SER TR
-$132.1K
1,182
-75%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$131.6K
4,489
-9%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$130.3K
1,104
减持
FITB
FIFTH THIRD BANCORP
-$128.2K
1,248
-75%
减持
ENB
ENBRIDGE INC
-$127.6K
4,458
-41%
增持
OMC
OMNICOM GROUP INC
+$122.8K
2,548
+77%
减持
WPC
WP CAREY INC
-$122.4K
7,045
-18%
增持
TSN
TYSON FOODS INC
+$119.4K
3,566
+141%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$116.0K
2,286
-32%
减持
XLV
SELECT SECTOR SPDR TR
-$114.9K
696
-54%
增持
D
DOMINION ENERGY INC
+$114.5K
4,843
+90%
减持
LOW
LOWES COS INC
-$113.2K
3,560
-14%
增持
VYMI
VANGUARD WHITEHALL FDS
+$112.1K
2,035
+766%
增持
BBY
BEST BUY INC
+$110.6K
2,265
+173%
减持
KEY
KEYCORP
-$109.8K
728
-89%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$105.1K
352
+1660%
减持
SBUX
STARBUCKS CORP
-$103.4K
1,630
-41%
清仓
MDU
MDU RES GROUP INC
-$102.8K
0
-100%
增持
SNPS
SYNOPSYS INC
+$102.4K
270
+4400%
减持
NULV
NUSHARES ETF TR
-$101.5K
130,082
-2%
减持
—
MEDTRONIC PLC
-$100.5K
2,364
-37%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$100.5K
3,217
-20%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$100.1K
482
+6786%
清仓
VUSB
VANGUARD BD INDEX FDS
-$99.7K
0
-100%
减持
CVS
CVS HEALTH CORP
-$98.8K
4,775
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$98.3K
1,068
+46%
清仓
SPTI
SPDR SER TR
-$98.0K
0
-100%
清仓
—
LINDE PLC
-$95.8K
0
-100%
增持
XEL
XCEL ENERGY INC
+$94.4K
5,195
+42%
增持
MS
MORGAN STANLEY
+$94.3K
3,830
+35%
减持
LOB
LIVE OAK BANCSHARES INC
-$92.3K
28
-99%
减持
VZ
VERIZON COMMUNICATIONS INC
-$91.5K
20,378
-9%
减持
CMI
CUMMINS INC
-$91.3K
4
-99%
减持
SQ
BLOCK INC
-$88.0K
145
-91%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$87.0K
605
+47%
减持
ESGU
ISHARES TR
-$86.2K
972
-53%
增持
DVY
ISHARES TR
+$85.2K
1,205
+160%
增持
AMT
AMERICAN TOWER CORP NEW
+$85.1K
2,516
+24%
清仓
XLK
SELECT SECTOR SPDR TR
-$83.4K
0
-100%
增持
DE
DEERE & CO
+$82.8K
242
+505%
