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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 5
增持 139
减持 5
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SPSB
SPDR SER TR
+$36.1M
2,211,214
+127%
增持
SHV
ISHARES TR
+$25.7M
362,162
+179%
增持
FLTR
VANECK ETF TRUST
+$22.1M
1,685,112
+107%
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
SRLN
SSGA ACTIVE ETF TR
+$21.2M
996,876
+102%
增持
DGRO
ISHARES TR
+$20.3M
938,300
+85%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$18.1M
1,529,082
+130%
增持
AVEM
AMERICAN CENTY ETF TR
+$13.0M
488,754
+106%
增持
BIL
SPDR SER TR
+$12.1M
227,008
+138%
增持
SPYG
SPDR SER TR
+$11.7M
472,662
+77%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$10.7M
483,708
+109%
增持
SLYV
SPDR SER TR
+$10.4M
272,160
+126%
增持
MSFT
MICROSOFT CORP
+$9.1M
55,356
+125%
增持
AVLV
AMERICAN CENTY ETF TR
+$9.0M
328,544
+110%
增持
AAPL
APPLE INC
+$8.1M
106,754
+104%
增持
NVDA
NVIDIA CORPORATION
+$8.0M
34,202
+111%
增持
SCHD
SCHWAB STRATEGIC TR
+$8.0M
327,602
+56%
增持
DON
WISDOMTREE TR
+$7.6M
411,506
+87%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$6.8M
157,948
+629%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$6.5M
150,232
+116%
增持
XT
ISHARES TR
+$6.4M
295,126
+82%
增持
NOBL
PROSHARES TR
+$5.6M
126,326
+113%
增持
SPDW
SPDR INDEX SHS FDS
+$5.2M
389,420
+84%
增持
—
ETF SER SOLUTIONS
+$5.1M
758,204
+58%
增持
NULV
NUSHARES ETF TR
+$3.6M
248,752
+81%
增持
JNJ
JOHNSON & JOHNSON
+$3.4M
42,062
+121%
增持
AMZN
AMAZON COM INC
+$3.2M
50,274
+106%
增持
JPM
JPMORGAN CHASE & CO
+$3.2M
38,828
+129%
增持
META
META PLATFORMS INC
+$3.1M
15,416
+180%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.8M
216,706
+108%
增持
DWX
SPDR INDEX SHS FDS
+$2.8M
257,644
+57%
增持
AVGO
BROADCOM INC
+$2.7M
6,626
+107%
增持
CVX
CHEVRON CORP NEW
+$2.7M
28,410
+116%
增持
ABBV
ABBVIE INC
+$2.7M
27,536
+161%
增持
PG
PROCTER AND GAMBLE CO
+$2.6M
34,932
+115%
增持
—
EXXON MOBIL CORP
+$2.6M
47,954
+70%
增持
MRK
MERCK & CO INC
+$2.5M
48,316
+129%
增持
HD
HOME DEPOT INC
+$2.5M
16,286
+110%
增持
CAT
CATERPILLAR INC
+$2.5M
11,364
+354%
增持
UNP
UNION PAC CORP
+$2.4M
14,816
+362%
增持
GOOGL
ALPHABET INC
+$2.3M
27,698
+147%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.2M
47,202
建仓
HEDJ
WISDOMTREE TR
+$2.1M
54,322
增持
PEP
PEPSICO INC
+$2.1M
25,782
+110%
增持
DSI
ISHARES TR
+$2.1M
68,002
+66%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
6,822
+140%
建仓
HEEM
ISHARES INC
+$2.0M
82,774
增持
CSCO
CISCO SYS INC
+$2.0M
62,656
+129%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$1.9M
95,572
+46%
建仓
DXJ
WISDOMTREE TR
+$1.9M
21,658
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.9M
10,160
+3932%
增持
LMT
LOCKHEED MARTIN CORP
+$1.9M
6,350
+301%
增持
GOOG
ALPHABET INC
+$1.9M
29,538
+76%
建仓
MOAT
VANECK ETF TRUST
+$1.8M
23,846
增持
KO
COCA COLA CO
+$1.8M
64,682
+113%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
48,844
+255%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
3,890
+365%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.7M
17,726
+209%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.7M
10,414
+194%
增持
TSLA
TESLA INC
+$1.7M
14,016
+105%
增持
LLY
ELI LILLY & CO
+$1.6M
6,058
+77%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.6M
207,786
+19%
减持
SPTS
SPDR SER TR
-$1.6M
3,204
-94%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
8,922
+95%
增持
AMGN
AMGEN INC
+$1.6M
9,864
+101%
增持
TFC
TRUIST FINL CORP
+$1.5M
155,494
+62%
增持
CMCSA
COMCAST CORP NEW
+$1.5M
55,264
+148%
增持
BAC
BANK AMERICA CORP
+$1.5M
100,312
+135%
增持
TXN
TEXAS INSTRS INC
+$1.4M
18,610
+121%
增持
SO
SOUTHERN CO
+$1.4M
41,394
+129%
增持
GILD
GILEAD SCIENCES INC
+$1.3M
27,342
+194%
增持
C
CITIGROUP INC
+$1.3M
57,528
+155%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$1.3M
73,714
+80%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
12,530
+103%
增持
ESGD
ISHARES TR
+$1.3M
42,442
+89%
增持
V
VISA INC
+$1.3M
10,690
+117%
增持
SBUX
STARBUCKS CORP
+$1.3M
16,376
+642%
增持
—
LYONDELLBASELL INDUSTRIES N
+$1.3M
18,044
+273%
增持
COP
CONOCOPHILLIPS
+$1.2M
15,138
+178%
增持
HDV
ISHARES TR
+$1.2M
26,182
+96%
增持
MA
MASTERCARD INCORPORATED
+$1.2M
5,454
+131%
增持
MCD
MCDONALDS CORP
+$1.2M
9,868
+114%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
43,238
+113%
增持
APD
AIR PRODS & CHEMS INC
+$1.1M
6,058
+217%
增持
NUE
NUCOR CORP
+$1.1M
7,348
+6580%
增持
—
LINDE PLC
+$1.1M
3,914
+343%
增持
INTC
INTEL CORP
+$1.1M
38,098
+392%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.1M
4
+100%
增持
AFL
AFLAC INC
+$1.1M
14,814
+1550%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.0M
5,764
+356%
增持
EOG
EOG RES INC
+$991.4K
10,266
+279%
增持
GS
GOLDMAN SACHS GROUP INC
+$984.1K
5,030
+152%
增持
CRM
SALESFORCE INC
+$977.6K
6,120
+391%
增持
VLO
VALERO ENERGY CORP
+$973.3K
11,444
+107%
增持
MUB
ISHARES TR
+$951.5K
28,408
+55%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$938.7K
311,946
+97%
增持
—
ACCENTURE PLC IRELAND
+$862.0K
3,670
+327%
增持
SPGI
S&P GLOBAL INC
+$832.1K
3,840
+169%
增持
PHM
PULTE GROUP INC
+$828.9K
17,612
+188%
增持
ADBE
ADOBE INC
+$803.6K
1,808
+647%
增持
WMT
WALMART INC
+$801.5K
9,922
+99%
增持
CME
CME GROUP INC
+$780.6K
6,130
+154%
增持
SPMB
SPDR SER TR
+$777.3K
193,088
+31%
增持
WFC
WELLS FARGO CO NEW
+$777.3K
33,322
+143%
增持
MS
MORGAN STANLEY
+$769.8K
16,114
+152%
增持
SPY
SPDR S&P 500 ETF TR
+$761.7K
3,584
+106%
增持
IDV
ISHARES TR
+$691.3K
56,232
+101%
增持
PFE
PFIZER INC
+$668.4K
31,686
+204%
增持
KMX
CARMAX INC
+$663.6K
17,412
+157%
增持
—
MEDTRONIC PLC
+$662.3K
14,806
+162%
增持
LEN
LENNAR CORP
+$658.6K
9,856
+176%
增持
PM
PHILIP MORRIS INTL INC
+$619.9K
8,882
+328%
增持
DFAX
DIMENSIONAL ETF TRUST
+$614.9K
65,318
+78%
增持
OMC
OMNICOM GROUP INC
+$601.0K
8,088
+91%
增持
IYW
ISHARES TR
+$586.9K
11,626
+100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$585.1K
17,480
+86%
清仓
IYK
ISHARES TR
-$584.4K
0
-100%
增持
LOW
LOWES COS INC
+$572.6K
6,832
+82%
增持
—
BLACKROCK INC
+$558.7K
1,976
+90%
增持
DUK
DUKE ENERGY CORP NEW
+$554.7K
13,720
+88%
增持
AMT
AMERICAN TOWER CORP NEW
+$552.3K
6,848
+132%
增持
MET
METLIFE INC
+$546.0K
9,578
+857%
增持
EXPD
EXPEDITORS INTL WASH INC
+$544.1K
7,384
+196%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$539.9K
55,830
+26%
增持
QQQ
INVESCO QQQ TR
+$530.2K
4,006
+64%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$528.4K
12,966
+6515%
增持
MMM
3M CO
+$525.6K
10,498
+130%
增持
DFUS
DIMENSIONAL ETF TRUST
+$497.6K
13,260
+433%
减持
PSX
PHILLIPS 66
-$495.7K
1,446
-79%
增持
AMAT
APPLIED MATLS INC
+$495.1K
6,666
+125%
增持
USMV
ISHARES TR
+$493.7K
11,568
+150%
增持
QCOM
QUALCOMM INC
+$487.7K
11,890
+70%
增持
PANW
PALO ALTO NETWORKS INC
+$486.4K
2,552
+483%
增持
VZ
VERIZON COMMUNICATIONS INC
+$483.6K
47,942
+67%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$475.4K
1,768
+120%
增持
IVV
ISHARES TR
+$475.0K
2,300
+100%
增持
ESML
ISHARES TR
+$471.8K
34,222
+79%
增持
ADI
ANALOG DEVICES INC
+$460.9K
2,778
+2021%
增持
EMR
EMERSON ELEC CO
+$457.5K
8,084
+126%
增持
USB
US BANCORP DEL
+$456.1K
22,132
+165%
增持
IJR
ISHARES TR
+$455.8K
7,474
+199%
增持
ABT
ABBOTT LABS
+$444.8K
5,560
+547%
增持
—
LAM RESEARCH CORP
+$424.5K
1,430
+95%
减持
FDX
FEDEX CORP
-$422.8K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$422.5K
9,592
+422%
减持
KR
KROGER CO
-$419.0K
1,594
-85%
增持
ESGE
ISHARES INC
+$413.1K
30,174
+91%
增持
INTU
INTUIT
+$408.7K
1,346
+121%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$400.1K
4,224
+194%
减持
—
PARAMOUNT GLOBAL
-$388.6K
404
-98%
增持
CVS
CVS HEALTH CORP
+$380.5K
10,458
+107%
