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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 4
增持 78
减持 67
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
DFSD
DIMENSIONAL ETF TRUST
+$14.4M
305,292
增持
DFUS
DIMENSIONAL ETF TRUST
+$14.0M
282,748
+2032%
增持
DFCF
DIMENSIONAL ETF TRUST
+$14.0M
330,216
+16510700%
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
DGRO
ISHARES TR
-$9.2M
692,916
-26%
增持
MSFT
MICROSOFT CORP
+$6.1M
62,762
+13%
减持
SRLN
SSGA ACTIVE ETF TR
-$5.5M
864,528
-13%
增持
AAPL
APPLE INC
+$5.5M
123,282
+15%
减持
SHV
ISHARES TR
-$5.1M
316,524
-13%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.9M
260,906
+299%
减持
SPYG
SPDR SER TR
-$4.8M
357,072
-24%
增持
NVDA
NVIDIA CORPORATION
+$4.7M
39,606
+16%
减持
FLTR
VANECK ETF TRUST
-$4.4M
1,517,786
-10%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$4.1M
80,818
减持
SCHD
SCHWAB STRATEGIC TR
-$3.9M
252,790
-23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
18,864
+111%
减持
—
ETF SER SOLUTIONS
-$3.2M
555,530
-27%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.2M
146,768
-29%
增持
AMZN
AMAZON COM INC
+$3.2M
62,854
+25%
减持
SPSB
SPDR SER TR
-$3.2M
2,071,130
-6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.1M
60,106
+589%
增持
AVGO
BROADCOM INC
+$2.9M
7,496
+13%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$2.8M
379,776
-21%
减持
AVLV
AMERICAN CENTY ETF TR
-$2.5M
256,470
-22%
增持
ABT
ABBOTT LABS
+$2.1M
24,342
+338%
减持
XT
ISHARES TR
-$2.0M
223,672
-24%
增持
ABBV
ABBVIE INC
+$2.0M
39,274
+43%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$1.9M
62,976
-34%
增持
CRM
SALESFORCE INC
+$1.8M
11,622
+90%
增持
JPM
JPMORGAN CHASE & CO
+$1.8M
43,738
+13%
增持
TRV
TRAVELERS COMPANIES INC
+$1.8M
9,494
+5060%
增持
HD
HOME DEPOT INC
+$1.7M
19,120
+17%
增持
GOOGL
ALPHABET INC
+$1.7M
37,836
+37%
增持
UNP
UNION PAC CORP
+$1.6M
18,870
+27%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.6M
9,580
+40%
减持
NOBL
PROSHARES TR
-$1.6M
100,766
-20%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
2,276
-64%
减持
SPDW
SPDR INDEX SHS FDS
-$1.5M
309,730
-20%
增持
AMAT
APPLIED MATLS INC
+$1.5M
15,076
+126%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
5,608
+44%
增持
KO
COCA COLA CO
+$1.5M
86,590
+34%
减持
SLYV
SPDR SER TR
+$1.4M
253,702
-7%
增持
META
META PLATFORMS INC
+$1.4M
16,992
+10%
减持
C
CITIGROUP INC
-$1.4M
19,696
-66%
减持
NULV
NUSHARES ETF TR
-$1.3M
195,090
-22%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.3M
171,000
+8%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
50,324
+20%
增持
TXN
TEXAS INSTRS INC
+$1.3M
24,828
+33%
增持
MRK
MERCK & CO INC
+$1.3M
57,180
+18%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.2M
1,456,448
-5%
增持
AMGN
AMGEN INC
+$1.2M
13,482
+37%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
42,984
+23%
建仓
DFSB
DIMENSIONAL ETF TRUST
+$1.2M
23,170
减持
BIL
SPDR SER TR
-$1.2M
215,098
-5%
减持
DON
WISDOMTREE TR
+$1.2M
394,242
-4%
减持
KMX
CARMAX INC
-$1.1M
1,152
-93%
增持
MCD
MCDONALDS CORP
+$1.1M
12,514
+27%
增持
SPYM
SPDR SER TR
+$1.1M
19,872
+82700%
减持
TFC
TRUIST FINL CORP
+$1.1M
150,230
-3%
增持
COP
CONOCOPHILLIPS
+$1.1M
25,052
+65%
建仓
GWW
GRAINGER W W INC
+$1.1M
1,308
增持
ELV
ELEVANCE HEALTH INC
+$1.1M
3,588
+152%
增持
CVX
CHEVRON CORP NEW
+$1.0M
39,048
+37%
减持
SBUX
STARBUCKS CORP
-$1.0M
4,864
-70%
减持
DWX
SPDR INDEX SHS FDS
-$1.0M
209,704
-19%
增持
—
LINDE PLC
+$998.3K
5,978
+53%
增持
LLY
ELI LILLY & CO
+$994.2K
7,288
+20%
增持
BAC
BANK AMERICA CORP
+$974.6K
110,518
+10%
增持
V
VISA INC
+$962.6K
13,142
+23%
减持
—
LYONDELLBASELL INDUSTRIES N
-$931.3K
8,178
-55%
增持
GILD
GILEAD SCIENCES INC
+$924.9K
36,710
+34%
增持
CL
COLGATE PALMOLIVE CO
+$920.4K
11,866
+3215%
增持
—
CHUBB LIMITED
+$913.1K
4,564
+701%
减持
MUB
ISHARES TR
-$910.4K
18,472
-35%
减持
VLO
VALERO ENERGY CORP
-$892.9K
5,608
-51%
减持
CME
CME GROUP INC
-$863.3K
1,730
-72%
增持
TJX
TJX COS INC NEW
+$855.3K
10,840
+496%
增持
LOW
LOWES COS INC
+$830.2K
10,110
+48%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$828.5K
13,154
+716%
减持
SPMB
SPDR SER TR
-$827.3K
144,490
-25%
增持
PEP
PEPSICO INC
+$818.1K
30,538
+18%
增持
—
EXXON MOBIL CORP
+$815.0K
64,548
+35%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$813.5K
14,246
+37%
减持
PHM
PULTE GROUP INC
-$802.6K
4,860
-72%
增持
CAT
CATERPILLAR INC
+$792.5K
13,174
+16%
减持
SPGI
S&P GLOBAL INC
-$762.8K
1,454
-62%
减持
PM
PHILIP MORRIS INTL INC
-$748.0K
790
-91%
增持
REGN
REGENERON PHARMACEUTICALS
+$746.2K
962
+702%
增持
MA
MASTERCARD INCORPORATED
+$735.9K
6,788
+24%
减持
LEN
LENNAR CORP
-$725.8K
2,552
-74%
减持
AVEM
AMERICAN CENTY ETF TR
-$672.9K
445,618
-9%
减持
MHK
MOHAWK INDS INC
-$666.9K
144
-98%
增持
NEE
NEXTERA ENERGY INC
+$641.0K
56,622
+16%
增持
MS
MORGAN STANLEY
+$635.0K
20,922
+30%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$634.6K
61,278
+42%
减持
EXPD
EXPEDITORS INTL WASH INC
-$611.6K
1,846
-75%
增持
SO
SOUTHERN CO
+$589.6K
46,616
+13%
减持
DSI
ISHARES TR
-$577.8K
54,456
-20%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$574.3K
604
-66%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$568.4K
3,816
+90%
减持
—
ACCENTURE PLC IRELAND
-$568.2K
1,592
-57%
减持
DFAC
DIMENSIONAL ETF TRUST
-$567.6K
174,824
-19%
减持
—
MEDTRONIC PLC
-$551.2K
7,392
-50%
增持
INTU
INTUIT
+$546.1K
1,974
+47%
增持
CSCO
CISCO SYS INC
+$539.3K
77,350
+23%
减持
ITW
ILLINOIS TOOL WKS INC
-$538.9K
3,012
-48%
增持
NOW
SERVICENOW INC
+$521.5K
1,618
+46%
减持
SDG
ISHARES TR
-$516.0K
2,736
-72%
减持
GOOG
ALPHABET INC
-$513.1K
23,994
-19%
增持
ADBE
ADOBE INC
+$505.2K
2,392
+32%
减持
ESGD
ISHARES TR
-$494.6K
32,294
-24%
减持
STLD
STEEL DYNAMICS INC
-$487.7K
230
-95%
增持
—
LAM RESEARCH CORP
+$482.3K
1,760
+23%
增持
GS
GOLDMAN SACHS GROUP INC
+$480.1K
5,462
+9%
增持
QCOM
QUALCOMM INC
+$473.3K
12,404
+4%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$470.6K
55,814
-24%
增持
PANW
PALO ALTO NETWORKS INC
+$462.7K
3,598
+41%
减持
INTC
INTEL CORP
+$451.5K
35,938
-6%
增持
SNPS
SYNOPSYS INC
+$449.9K
1,922
+63%
增持
KLAC
KLA CORP
+$448.9K
1,536
+59%
增持
CMCSA
COMCAST CORP NEW
+$442.2K
65,966
+19%
增持
NUE
NUCOR CORP
+$438.9K
9,124
+24%
减持
CVS
CVS HEALTH CORP
-$428.8K
3,818
-63%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$414.9K
2,312
+53%
增持
AFL
AFLAC INC
+$405.7K
18,698
+26%
减持
MO
ALTRIA GROUP INC
-$398.2K
13,504
-40%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$396.4K
3,736
+1457%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$396.3K
1,108
-83%
增持
MRSH
MARSH & MCLENNAN COS INC
+$393.8K
12,284
+21%
减持
NUMV
NUSHARES ETF TR
-$385.6K
20,240
-44%
减持
DFAI
DIMENSIONAL ETF TRUST
-$370.1K
13,906
-53%
减持
MMM
3M CO
-$360.0K
5,696
-46%
增持
ADI
ANALOG DEVICES INC
+$359.5K
4,260
+53%
减持
XLRE
SELECT SECTOR SPDR TR
-$338.8K
18,582
-42%
减持
PFE
PFIZER INC
-$301.9K
26,020
-18%
减持
BKNG
BOOKING HOLDINGS INC
-$297.3K
64
-62%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$282.7K
133,210
-11%
减持
IWF
ISHARES TR
-$279.4K
6
-99%
增持
MOAT
VANECK ETF TRUST
+$278.5K
24,590
+3%
增持
ESGV
VANGUARD WORLD FD
+$278.0K
4,712
+189%
增持
CI
THE CIGNA GROUP
+$276.2K
2,980
+38%
增持
EOG
EOG RES INC
+$269.3K
12,986
+26%
减持
KMB
KIMBERLY-CLARK CORP
-$264.2K
1,558
-58%
减持
NVS
NOVARTIS AG
-$260.3K
3,884
-39%
减持
KKR
KKR & CO INC
-$245.8K
1,936
-71%
增持
HEDJ
WISDOMTREE TR
+$235.2K
55,564
+2%
减持
ESGE
ISHARES INC
-$234.2K
21,196
-30%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$230.1K
50,204
-10%
清仓
—
NORTHERN LTS FD TR IV
-$229.4K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$224.9K
19,002
+7%
减持
AEP
AMERICAN ELEC PWR CO INC
-$213.0K
3,086
-50%
