小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 3
增持 142
减持 5
方向
标的
Δ市值
现股数(环比)
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$10.2M
231,144
增持
SPSB
SPDR SER TR
+$7.4M
975,993
+36%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$6.9M
65,636
-59%
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
FLTR
VANECK ETF TRUST
+$5.6M
813,543
+36%
增持
NOBL
PROSHARES TR
+$5.6M
59,418
+15745%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.2M
237,096
+46%
增持
SHV
ISHARES TR
+$4.0M
129,808
+39%
增持
SRLN
SSGA ACTIVE ETF TR
+$3.9M
492,717
+22%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$3.7M
665,382
+34%
增持
AAPL
APPLE INC
+$3.2M
52,355
+25%
增持
SLYV
SPDR SER TR
+$3.0M
120,438
+45%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.9M
209,399
+25%
增持
MSFT
MICROSOFT CORP
+$2.7M
24,605
+25%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.5M
175,298
+35%
增持
DGRO
ISHARES TR
+$2.5M
507,862
+7%
增持
—
ETF SER SOLUTIONS
+$2.3M
480,348
+28%
减持
XT
ISHARES TR
-$2.3M
161,850
-24%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.2M
156,197
+31%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.1M
44,287
+539%
增持
BIL
SPDR SER TR
+$2.0M
95,459
+29%
减持
NVDA
NVIDIA CORPORATION
+$2.0M
16,243
-8%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.9M
69,490
+39%
增持
SPDW
SPDR INDEX SHS FDS
+$1.9M
211,733
+37%
增持
DWX
SPDR INDEX SHS FDS
+$1.9M
164,357
+51%
增持
DON
WISDOMTREE TR
+$1.6M
220,484
+18%
增持
SPTS
SPDR SER TR
+$1.5M
57,927
+883%
增持
AVGO
BROADCOM INC
+$1.5M
3,194
+60%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
19,058
+46%
增持
—
EXXON MOBIL CORP
+$1.1M
28,235
+62%
增持
AMZN
AMAZON COM INC
+$1.1M
24,437
+21%
增持
MRK
MERCK & CO INC
+$1.0M
21,107
+62%
增持
PEP
PEPSICO INC
+$1.0M
12,269
+80%
增持
JPM
JPMORGAN CHASE & CO
+$1.0M
16,957
+54%
增持
HD
HOME DEPOT INC
+$948.2K
7,770
+56%
增持
CVX
CHEVRON CORP NEW
+$821.7K
13,156
+72%
增持
GOOG
ALPHABET INC
+$821.5K
16,762
+45%
增持
PG
PROCTER AND GAMBLE CO
+$787.9K
16,234
+44%
增持
META
META PLATFORMS INC
+$783.2K
5,497
+47%
增持
LLY
LILLY ELI & CO
+$767.6K
3,429
+40%
增持
TSLA
TESLA INC
+$736.2K
6,824
+35%
增持
KO
COCA COLA CO
+$653.9K
30,352
+60%
增持
TXN
TEXAS INSTRS INC
+$633.0K
8,406
+78%
增持
UNH
UNITEDHEALTH GROUP INC
+$625.2K
2,845
+81%
增持
BAC
BANK AMERICA CORP
+$601.7K
42,763
+96%
增持
CSCO
CISCO SYS INC
+$574.9K
27,365
+70%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$557.7K
41,034
+32%
增持
MCD
MCDONALDS CORP
+$493.4K
4,622
+46%
增持
ABBV
ABBVIE INC
+$480.5K
10,570
+79%
增持
V
VISA INC
+$429.3K
4,932
+50%
增持
DSI
ISHARES TR
+$400.0K
40,955
+5%
增持
C
CITIGROUP INC
+$397.5K
22,567
+65%
增持
CMCSA
COMCAST CORP NEW
+$395.5K
22,270
+59%
增持
SO
SOUTHERN CO
+$394.7K
18,053
+44%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$390.1K
20,289
+55%
增持
SPGI
S&P GLOBAL INC
+$345.9K
1,425
+118%
增持
GOOGL
ALPHABET INC
+$345.8K
11,225
+17%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$331.5K
21,659
+35%
增持
QCOM
QUALCOMM INC
+$327.8K
6,996
+77%
增持
NULV
NUSHARES ETF TR
+$324.5K
137,269
+6%
增持
WFC
WELLS FARGO CO NEW
+$317.6K
13,689
+92%
增持
—
MEDTRONIC PLC
+$307.3K
5,651
+139%
增持
GILD
GILEAD SCIENCES INC
+$301.1K
9,295
+86%
增持
KMX
CARMAX INC
+$299.0K
6,785
+62%
增持
UNP
UNION PAC CORP
+$298.2K
3,210
+80%
增持
GS
GOLDMAN SACHS GROUP INC
+$293.8K
1,994
+87%
增持
MA
MASTERCARD INCORPORATED
+$293.1K
2,366
+35%
增持
PSX
PHILLIPS 66
+$278.7K
7,018
+82%
增持
VZ
VERIZON COMMUNICATIONS INC
+$277.7K
28,776
+41%
增持
PHM
PULTE GROUP INC
+$275.1K
6,118
+78%
增持
WMT
WALMART INC
+$270.0K
4,995
+43%
增持
AMGN
AMGEN INC
+$268.0K
4,918
+44%
增持
ORCL
ORACLE CORP
+$260.6K
5,435
+31%
增持
XLRE
SELECT SECTOR SPDR TR
+$258.2K
19,730
+52%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$254.5K
158,325
+41%
增持
LMT
LOCKHEED MARTIN CORP
+$250.0K
1,582
+56%
增持
VLO
VALERO ENERGY CORP
+$246.6K
5,529
+92%
增持
LEN
LENNAR CORP
+$245.3K
3,571
+86%
增持
OMC
OMNICOM GROUP INC
-$239.0K
4,224
+66%
增持
COF
CAPITAL ONE FINL CORP
+$229.0K
4,145
+78%
增持
QQQ
INVESCO QQQ TR
+$227.1K
2,449
+16%
增持
SDG
ISHARES TR
+$223.7K
7,753
+58%
增持
FDX
FEDEX CORP
+$222.2K
1,706
+94%
增持
—
BLACKROCK INC
+$218.8K
1,041
+39%
增持
—
ACCENTURE PLC IRELAND
+$216.6K
859
+405%
增持
KR
KROGER CO
+$215.2K
10,433
+87%
增持
—
LYONDELLBASELL INDUSTRIES N
+$213.1K
4,835
+97%
增持
DFAC
DIMENSIONAL ETF TRUST
+$212.5K
104,188
+1%
增持
AMAT
APPLIED MATLS INC
+$210.3K
2,961
+67%
增持
MS
MORGAN STANLEY
+$209.8K
6,395
+67%
增持
MO
ALTRIA GROUP INC
+$209.6K
13,085
+52%
增持
NEE
NEXTERA ENERGY INC
+$201.8K
13,755
+29%
增持
CME
CME GROUP INC
+$200.5K
2,412
+87%
增持
IVV
ISHARES TR
+$196.3K
1,150
+50%
增持
UPS
UNITED PARCEL SERVICE INC
+$194.3K
5,731
+33%
增持
COP
CONOCOPHILLIPS
+$192.6K
5,441
+45%
增持
—
LAM RESEARCH CORP
+$188.3K
734
+37%
增持
COST
COSTCO WHSL CORP NEW
+$183.8K
836
+56%
增持
—
LINDE PLC
+$170.6K
883
+89%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$170.3K
4,564
+2%
增持
BBY
BEST BUY INC
+$165.0K
4,177
+84%
增持
—
WESTROCK CO
+$165.0K
12,534
+92%
增持
NOW
SERVICENOW INC
+$160.3K
525
+81%
增持
ISRG
INTUITIVE SURGICAL INC
+$156.3K
853
+61%
增持
MHK
MOHAWK INDS INC
+$153.4K
3,214
+81%
增持
EXPD
EXPEDITORS INTL WASH INC
+$152.4K
2,496
+83%
增持
ESGD
ISHARES TR
+$145.6K
22,411
+8%
增持
TSN
TYSON FOODS INC
+$144.8K
6,981
+96%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$144.3K
9,401
-15%
增持
KLAC
KLA CORP
+$140.6K
494
+99%
增持
AMD
ADVANCED MICRO DEVICES INC
+$139.1K
3,055
+43%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$137.8K
3,540
+23%
增持
EOG
EOG RES INC
+$135.5K
2,709
+78%
增持
LOW
LOWES COS INC
+$135.3K
3,754
+5%
增持
ITW
ILLINOIS TOOL WKS INC
+$133.7K
1,264
+69%
增持
MBB
ISHARES TR
+$132.7K
3,265
+80%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$125.3K
11,542
+96%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$121.8K
2,277
+106%
增持
DHR
DANAHER CORPORATION
+$115.3K
1,244
+71%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$114.0K
804
+52%
增持
SNPS
SYNOPSYS INC
+$113.4K
500
+85%
建仓
PANW
PALO ALTO NETWORKS INC
+$111.9K
438
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$111.4K
907
+88%
建仓
XLK
SELECT SECTOR SPDR TR
+$110.4K
635
增持
PAVE
GLOBAL X FDS
+$110.2K
5,205
+177%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$110.1K
628
+78%
增持
CSX
CSX CORP
+$109.8K
10,731
+25%
减持
SPYM
SPDR SER TR
-$107.3K
734
-76%
增持
ESGU
ISHARES TR
+$103.4K
1,963
+102%
增持
MMM
3M CO
+$100.5K
4,568
+35%
增持
EMR
EMERSON ELEC CO
+$100.2K
3,576
+40%
增持
KMB
KIMBERLY-CLARK CORP
+$98.0K
2,156
+45%
增持
MTB
M & T BK CORP
+$97.2K
1,992
+59%
增持
DUK
DUKE ENERGY CORP NEW
+$94.1K
7,312
+25%
增持
DE
DEERE & CO
+$92.2K
474
+96%
增持
USB
US BANCORP DEL
+$92.0K
8,340
+64%
增持
IWO
ISHARES TR
+$90.5K
537
+205%
增持
ET
ENERGY TRANSFER L P
+$89.6K
13,560
+105%
增持
ESML
ISHARES TR
+$88.5K
19,139
+10%
增持
MUB
ISHARES TR
+$87.9K
18,378
+6%
增持
D
DOMINION ENERGY INC
+$84.9K
6,868
+42%
增持
LOB
LIVE OAK BANCSHARES INC
+$84.9K
3,254
+11521%
增持
—
PIONEER NAT RES CO
+$83.5K
728
+121%
增持
DFAI
DIMENSIONAL ETF TRUST
+$83.0K
14,801
+24%
增持
REGN
REGENERON PHARMACEUTICALS
+$82.9K
351
+70%
增持
STLD
STEEL DYNAMICS INC
+$78.2K
1,295
+133%
增持
INTU
INTUIT
+$78.0K
609
+35%
增持
—
PARAMOUNT GLOBAL
+$75.9K
24,752
+74%
增持
—
DISH NETWORK CORPORATION
+$75.9K
41,856
+95%
增持
ELV
ELEVANCE HEALTH INC
+$75.2K
1,080
+23%
增持
GOVT
ISHARES TR
+$75.0K
5,577
+148%
