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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 7
增持 3
减持 138
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
SPSB
SPDR SER TR
-$27.9M
1,134,289
-45%
减持
DGRO
ISHARES TR
-$19.6M
305,419
-56%
减持
FLTR
VANECK ETF TRUST
-$17.7M
801,091
-47%
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
SRLN
SSGA ACTIVE ETF TR
-$17.4M
448,278
-48%
减持
SHV
ISHARES TR
-$16.0M
170,424
-46%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$14.1M
793,071
-46%
减持
SCHD
SCHWAB STRATEGIC TR
-$12.7M
81,563
-68%
减持
AVEM
AMERICAN CENTY ETF TR
-$12.2M
223,530
-50%
清仓
—
ETF SER SOLUTIONS
-$11.7M
0
-100%
减持
SPYG
SPDR SER TR
-$11.6M
158,956
-55%
减持
AAPL
APPLE INC
-$11.4M
71,927
-42%
减持
SLYV
SPDR SER TR
-$11.4M
117,648
-54%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$9.0M
173,656
-54%
减持
AVLV
AMERICAN CENTY ETF TR
-$8.8M
93,567
-64%
减持
BIL
SPDR SER TR
-$8.5M
121,670
-43%
减持
MSFT
MICROSOFT CORP
-$7.8M
37,487
-40%
减持
DON
WISDOMTREE TR
-$7.7M
210,992
-46%
减持
XT
ISHARES TR
-$7.7M
95,982
-57%
减持
DFCF
DIMENSIONAL ETF TRUST
-$7.0M
167,837
-49%
减持
DFSD
DIMENSIONAL ETF TRUST
-$6.8M
160,161
-48%
减持
DFUS
DIMENSIONAL ETF TRUST
-$6.1M
150,914
-47%
减持
SPDW
SPDR INDEX SHS FDS
-$5.8M
130,983
-58%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$5.6M
52,581
-64%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$5.3M
59,275
-56%
减持
NOBL
PROSHARES TR
-$4.6M
49,719
-51%
减持
NULV
NUSHARES ETF TR
-$4.1M
75,028
-62%
减持
DWX
SPDR INDEX SHS FDS
-$3.9M
100,613
-52%
减持
CSCO
CISCO SYS INC
-$3.7M
4,301
-94%
减持
JNJ
JOHNSON & JOHNSON
-$3.5M
27,454
-45%
减持
TSLA
TESLA INC
-$3.1M
1,833
-87%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$3.1M
23,460
-63%
减持
AVGO
BROADCOM INC
-$3.0M
4,036
-46%
建仓
WSM
WILLIAMS SONOMA INC
+$2.9M
9,289
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.9M
134,999
-48%
减持
DSI
ISHARES TR
-$2.8M
21,325
-61%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.8M
6,799
-89%
减持
HD
HOME DEPOT INC
-$2.7M
10,308
-46%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.7M
9,682
-49%
减持
TFC
TRUIST FINL CORP
-$2.6M
74,751
-50%
减持
NVDA
NVIDIA CORPORATION
-$2.5M
18,976
-52%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.4M
84,912
-51%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$2.4M
113,463
-34%
减持
AMZN
AMAZON COM INC
-$2.3M
40,114
-36%
减持
CVX
CHEVRON CORP NEW
-$2.2M
22,775
-42%
减持
PG
PROCTER AND GAMBLE CO
-$2.2M
25,097
-42%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.1M
5,940
-38%
减持
—
EXXON MOBIL CORP
-$2.0M
37,923
-41%
减持
SPMB
SPDR SER TR
-$2.0M
53,064
-63%
减持
MRK
MERCK & CO INC
-$2.0M
31,882
-44%
减持
PEP
PEPSICO INC
-$2.0M
18,101
-41%
减持
UNP
UNION PAC CORP
-$2.0M
10,778
-43%
减持
ABBV
ABBVIE INC
-$1.9M
22,865
-42%
减持
JPM
JPMORGAN CHASE & CO
-$1.9M
27,727
-37%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$1.8M
20,895
-63%
减持
TXN
TEXAS INSTRS INC
-$1.7M
14,416
-42%
减持
AMGN
AMGEN INC
-$1.6M
7,913
-41%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.5M
1
-75%
减持
MCD
MCDONALDS CORP
-$1.5M
7,775
-38%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.5M
33,150
-45%
减持
GILD
GILEAD SCIENCES INC
-$1.5M
19,916
-46%
减持
DUSB
DIMENSIONAL ETF TRUST
-$1.5M
50,650
-37%
减持
BAC
BANK AMERICA CORP
-$1.4M
60,016
-46%
减持
ESGD
ISHARES TR
-$1.4M
12,493
-61%
减持
KO
COCA COLA CO
-$1.4M
61,022
-30%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.4M
7,846
-45%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$1.3M
82,383
-74%
建仓
TDV
PROSHARES TR
+$1.3M
18,465
减持
MUB
ISHARES TR
-$1.3M
6,408
-65%
减持
APD
AIR PRODS & CHEMS INC
-$1.3M
1,809
-71%
减持
VTI
VANGUARD INDEX FDS
-$1.3M
6,050
-50%
建仓
SPDG
SPDR SER TR
+$1.3M
36,485
减持
COST
COSTCO WHSL CORP NEW
-$1.2M
3,365
-40%
减持
NEE
NEXTERA ENERGY INC
-$1.2M
34,830
-38%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.2M
27,622
-45%
减持
HDV
ISHARES TR
-$1.1M
14,163
-46%
减持
SO
SOUTHERN CO
-$1.1M
29,847
-36%
减持
ABT
ABBOTT LABS
-$1.1M
13,740
-44%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.1M
6,132
-50%
减持
V
VISA INC
-$1.1M
8,496
-35%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.0M
25,554
-47%
减持
GOOG
ALPHABET INC
-$1.0M
15,400
-36%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.0M
13,189
-31%
减持
CRM
SALESFORCE INC
-$1.0M
6,752
-42%
减持
INTC
INTEL CORP
-$1.0M
17,700
-51%
减持
HEDJ
WISDOMTREE TR
-$971.6K
29,179
-47%
减持
CMCSA
COMCAST CORP NEW
-$922.5K
45,445
-31%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$904.3K
727
-94%
减持
HEEM
ISHARES INC
-$882.4K
47,925
-44%
减持
GS
GOLDMAN SACHS GROUP INC
-$874.5K
2,952
-46%
减持
MOAT
VANECK ETF TRUST
-$864.3K
13,600
-45%
减持
COP
CONOCOPHILLIPS
-$854.1K
16,135
-36%
减持
CAT
CATERPILLAR INC
-$853.1K
8,302
-37%
减持
IDV
ISHARES TR
-$805.8K
29,186
-50%
减持
MS
MORGAN STANLEY
-$774.2K
12,498
-40%
减持
DXJ
WISDOMTREE TR
-$772.3K
11,746
-50%
减持
QQQ
INVESCO QQQ TR
-$769.6K
1,799
-53%
减持
WFC
WELLS FARGO CO NEW
-$709.8K
9,774
-62%
减持
—
LINDE PLC
-$690.4K
3,801
-36%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$688.1K
8,461
-50%
减持
ADBE
ADOBE INC
-$661.1K
1,518
-37%
减持
QCOM
QUALCOMM INC
-$654.5K
6,730
-46%
减持
LLY
ELI LILLY & CO
-$645.7K
4,631
-36%
减持
USB
US BANCORP DEL
-$626.6K
5,148
-74%
减持
IYW
ISHARES TR
-$625.4K
5,936
-49%
减持
CNRG
SPDR SER TR
-$624.8K
5,355
-60%
减持
SPY
SPDR S&P 500 ETF TR
-$622.3K
1,768
-46%
减持
AFL
AFLAC INC
-$620.8K
10,736
-43%
减持
EOG
EOG RES INC
-$612.4K
7,496
-42%
减持
ESML
ISHARES TR
-$604.0K
10,888
-60%
减持
MA
MASTERCARD INCORPORATED
-$603.4K
4,759
-30%
减持
—
BLACKROCK INC
-$598.0K
734
-51%
减持
NUE
NUCOR CORP
-$595.2K
5,016
-45%
减持
RTX
RTX CORPORATION
-$591.0K
1,242
-85%
减持
VZ
VERIZON COMMUNICATIONS INC
-$585.8K
25,396
-42%
减持
OMC
OMNICOM GROUP INC
-$574.8K
421
-94%
减持
META
META PLATFORMS INC
-$573.1K
11,206
-34%
减持
MET
METLIFE INC
-$562.8K
405
-95%
减持
WPC
WP CAREY INC
-$558.7K
4,907
-62%
减持
DFSB
DIMENSIONAL ETF TRUST
-$556.7K
12,475
-46%
减持
AMAT
APPLIED MATLS INC
-$553.5K
9,164
-39%
减持
PFE
PFIZER INC
-$532.0K
7,824
-70%
增持
WMT
WALMART INC
-$516.6K
15,654
+69%
建仓
—
SUPER MICRO COMPUTER INC
+$507.9K
503
减持
GOOGL
ALPHABET INC
-$498.3K
31,717
-16%
减持
PANW
PALO ALTO NETWORKS INC
-$484.5K
2,029
-44%
减持
INTU
INTUIT
-$477.2K
1,164
-41%
减持
ELV
ELEVANCE HEALTH INC
-$471.5K
2,355
-34%
建仓
DVN
DEVON ENERGY CORP NEW
+$470.8K
9,381
减持
MMM
3M CO
-$467.8K
1,461
-74%
减持
TRV
TRAVELERS COMPANIES INC
-$466.1K
5,833
-39%
建仓
DVYA
ISHARES INC
+$463.3K
12,794
减持
—
MEDTRONIC PLC
-$457.3K
1,740
-76%
增持
DVYE
ISHARES INC
+$455.0K
17,905
+3425%
减持
VGT
VANGUARD WORLD FD
-$454.7K
979
-51%
减持
SCHR
SCHWAB STRATEGIC TR
-$444.2K
2,804
-76%
建仓
XSHD
INVESCO EXCH TRADED FD TR II
+$443.2K
28,741
减持
AMT
AMERICAN TOWER CORP NEW
-$442.9K
2,424
-43%
减持
XLRE
SELECT SECTOR SPDR TR
-$439.0K
7,726
-58%
减持
LOW
LOWES COS INC
-$435.3K
7,124
-30%
减持
USMV
ISHARES TR
-$433.0K
5,619
-51%
减持
ESGE
ISHARES INC
-$427.6K
7,816
-63%
增持
FANG
DIAMONDBACK ENERGY INC
+$426.1K
4,273
+58%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$414.3K
2
-100%
减持
ECL
ECOLAB INC
-$394.7K
199
-91%
减持
OKE
ONEOK INC NEW
-$392.9K
955
-86%
减持
IJR
ISHARES TR
-$388.9K
3,738
-50%
减持
EFX
EQUIFAX INC
-$387.9K
16
-99%
减持
DUK
DUKE ENERGY CORP NEW
-$387.4K
6,728
-37%
清仓
MKTX
MARKETAXESS HLDGS INC
-$381.9K
0
-100%
减持
HON
HONEYWELL INTL INC
-$375.7K
884
-67%
