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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
增持 75
减持 68
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$5.9M
186,449
+883%
增持
AAPL
APPLE INC
+$3.7M
75,949
+6%
增持
SPSB
SPDR SER TR
+$3.2M
1,246,249
+10%
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
AVGO
BROADCOM INC
+$1.7M
4,385
+9%
增持
MSFT
MICROSOFT CORP
+$1.6M
38,909
+4%
减持
GILD
GILEAD SCIENCES INC
-$1.2M
3,383
-83%
减持
BAC
BANK AMERICA CORP
-$1.1M
28,641
-52%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
69,998
-14%
减持
DGRO
ISHARES TR
-$1.1M
288,823
-5%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.0M
844,855
+7%
减持
NULV
NUSHARES ETF TR
-$996.6K
50,781
-32%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$919.5K
57,751
-3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$855.7K
38,175
-27%
增持
FLTR
VANECK ETF TRUST
+$849.5K
834,393
+4%
增持
AVEM
AMERICAN CENTY ETF TR
+$770.0K
224,681
+1%
增持
META
META PLATFORMS INC
+$746.4K
12,272
+10%
增持
SHV
ISHARES TR
+$718.7K
176,989
+4%
减持
GOOGL
ALPHABET INC
+$711.9K
30,189
-5%
增持
BIL
SPDR SER TR
+$697.1K
129,292
+6%
增持
COST
COSTCO WHSL CORP NEW
+$678.8K
3,699
+10%
增持
LLY
ELI LILLY & CO
+$608.3K
4,651
+0%
减持
DSI
ISHARES TR
-$597.2K
14,950
-30%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$586.4K
17,842
-24%
增持
DUSB
DIMENSIONAL ETF TRUST
+$572.0K
61,839
+22%
增持
TXN
TEXAS INSTRS INC
+$558.5K
15,781
+9%
增持
AMZN
AMAZON COM INC
+$548.8K
40,282
+0%
减持
DON
WISDOMTREE TR
-$538.7K
208,495
-1%
增持
AMAT
APPLIED MATLS INC
+$504.0K
10,144
+11%
减持
JNJ
JOHNSON & JOHNSON
-$500.3K
26,291
-4%
减持
SPYG
SPDR SER TR
+$493.5K
151,268
-5%
增持
DFAU
DIMENSIONAL ETF TRUST
+$488.9K
14,493
+873%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$487.0K
237
-100%
减持
CRM
SALESFORCE INC
-$451.9K
6,152
-9%
减持
XT
ISHARES TR
-$451.8K
89,591
-7%
增持
DFUS
DIMENSIONAL ETF TRUST
+$443.6K
153,656
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$442.0K
3,703
+25%
增持
SLYV
SPDR SER TR
-$441.4K
119,012
+1%
增持
REGN
REGENERON PHARMACEUTICALS
+$435.8K
900
+70%
增持
UNH
UNITEDHEALTH GROUP INC
+$414.2K
6,584
+11%
增持
SRLN
SSGA ACTIVE ETF TR
+$413.6K
461,497
+3%
增持
CL
COLGATE PALMOLIVE CO
+$403.8K
10,746
+51%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$391.5K
2,297
+40%
减持
SPMB
SPDR SER TR
-$386.0K
35,539
-33%
增持
GE
GE AEROSPACE
+$379.2K
3,382
+275%
减持
SPDW
SPDR INDEX SHS FDS
-$376.5K
123,088
-6%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$361.7K
113,584
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$361.6K
29,246
+5%
减持
MUB
ISHARES TR
-$359.2K
3,100
-52%
增持
KO
COCA COLA CO
+$347.6K
64,115
+5%
增持
NEE
NEXTERA ENERGY INC
+$329.2K
36,085
+4%
减持
DWX
SPDR INDEX SHS FDS
-$321.3K
93,385
-7%
减持
ESGD
ISHARES TR
-$318.9K
8,625
-31%
减持
DFCF
DIMENSIONAL ETF TRUST
-$318.3K
161,830
-4%
增持
PG
PROCTER AND GAMBLE CO
+$309.1K
26,565
+6%
增持
AMGN
AMGEN INC
+$306.8K
8,183
+3%
增持
DFSD
DIMENSIONAL ETF TRUST
+$306.5K
166,820
+4%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$297.7K
15,602
-25%
增持
GWW
GRAINGER W W INC
+$297.1K
1,786
+38%
减持
TSLA
TESLA INC
-$295.9K
133
-93%
减持
NOBL
PROSHARES TR
-$273.8K
49,602
-0%
增持
WMT
WALMART INC
+$259.7K
17,747
+13%
减持
CVS
CVS HEALTH CORP
-$252.7K
1,540
-64%
增持
KLAC
KLA CORP
+$250.9K
1,260
+12%
减持
IWF
ISHARES TR
-$248.1K
3
-100%
增持
ABBV
ABBVIE INC
+$245.0K
25,703
+12%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$244.3K
337
-89%
增持
WSM
WILLIAMS SONOMA INC
+$233.4K
11,272
+21%
增持
—
LAM RESEARCH CORP
+$223.9K
1,223
+10%
增持
—
CHUBB LIMITED
+$222.3K
4,901
+24%
减持
AMT
AMERICAN TOWER CORP NEW
-$220.4K
1,330
-45%
增持
INTC
INTEL CORP
-$214.1K
18,331
+4%
增持
—
MEDTRONIC PLC
+$213.5K
4,639
+167%
减持
SPY
SPDR S&P 500 ETF TR
-$211.8K
1,310
-26%
增持
SO
SOUTHERN CO
+$205.6K
30,254
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$203.9K
2,302
+13%
减持
BKNG
BOOKING HOLDINGS INC
-$199.5K
11
-84%
减持
QCOM
QUALCOMM INC
+$198.5K
6,717
-0%
减持
DIS
DISNEY WALT CO
-$185.4K
2,312
-32%
增持
LOW
LOWES COS INC
-$184.2K
7,396
+4%
减持
AEP
AMERICAN ELEC PWR CO INC
-$170.6K
1,418
-59%
减持
APD
AIR PRODS & CHEMS INC
-$161.5K
1,073
-41%
增持
ADI
ANALOG DEVICES INC
+$158.3K
3,285
+10%
减持
SDG
ISHARES TR
-$155.9K
850
-70%
减持
ESML
ISHARES TR
-$149.7K
7,500
-31%
增持
NOW
SERVICENOW INC
+$149.1K
1,213
+15%
增持
TDV
PROSHARES TR
+$145.3K
19,768
+7%
减持
WPC
WP CAREY INC
-$143.1K
2,432
-50%
减持
CNRG
SPDR SER TR
-$143.1K
3,375
-37%
增持
MS
MORGAN STANLEY
+$142.3K
13,572
+9%
减持
WFC
WELLS FARGO CO NEW
-$141.0K
7,165
-27%
增持
PEP
PEPSICO INC
-$140.8K
18,354
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$140.4K
5,498
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
+$140.1K
29,238
+15%
减持
HDV
ISHARES TR
-$138.7K
13,084
-8%
减持
XLRE
SELECT SECTOR SPDR TR
-$137.6K
4,369
-43%
减持
SCHW
SCHWAB CHARLES CORP
-$137.3K
967
-66%
增持
NUE
NUCOR CORP
-$127.6K
5,473
+9%
增持
DVYE
ISHARES INC
+$127.6K
21,927
+22%
减持
CI
THE CIGNA GROUP
-$124.4K
1,655
-10%
增持
SPDG
SPDR SER TR
+$123.0K
40,201
+10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$120.9K
10,451
+67%
增持
UPS
UNITED PARCEL SERVICE INC
-$120.6K
13,443
+2%
增持
—
EXXON MOBIL CORP
+$120.5K
39,339
+4%
增持
UNP
UNION PAC CORP
+$120.3K
12,246
+14%
增持
CAT
CATERPILLAR INC
-$119.6K
8,774
+6%
增持
SNPS
SYNOPSYS INC
+$114.7K
1,425
+11%
减持
HON
HONEYWELL INTL INC
-$114.2K
315
-64%
减持
KMX
CARMAX INC
-$111.6K
1
-100%
减持
—
BLACKROCK INC
-$109.6K
638
-13%
清仓
SLF
SUN LIFE FINANCIAL INC.
-$109.2K
0
-100%
增持
ADBE
ADOBE INC
+$106.8K
1,571
+3%
减持
GOOG
ALPHABET INC
+$105.3K
13,358
-13%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$104.9K
1
-100%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$104.5K
700
-63%
增持
AFL
AFLAC INC
+$103.2K
11,476
+7%
减持
DUK
DUKE ENERGY CORP NEW
-$102.3K
5,471
-19%
减持
ENB
ENBRIDGE INC
-$101.4K
945
-75%
增持
CMCSA
COMCAST CORP NEW
-$101.2K
47,724
+5%
减持
AMD
ADVANCED MICRO DEVICES INC
-$100.2K
429
-54%
增持
DFAX
DIMENSIONAL ETF TRUST
+$99.8K
139,030
+3%
增持
SPYM
SPDR SER TR
+$97.0K
16,585
+6%
减持
FISV
FISERV INC
-$95.8K
1,000
-35%
减持
TIP
ISHARES TR
-$95.5K
410
-68%
减持
BNY
BANK NEW YORK MELLON CORP
-$94.5K
301
-85%
增持
—
LINDE PLC
+$94.4K
4,238
+11%
减持
INGR
INGREDION INC
-$93.4K
270
-75%
增持
MA
MASTERCARD INCORPORATED
-$91.7K
4,987
+5%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$91.4K
2,861
+13%
增持
TJX
TJX COS INC NEW
+$89.7K
6,980
+4%
减持
IYW
ISHARES TR
+$88.6K
5,916
-0%
减持
VOT
VANGUARD INDEX FDS
-$86.6K
240
-60%
减持
CRBN
ISHARES TR
-$84.4K
178
-73%
增持
DVYA
ISHARES INC
+$84.0K
15,591
+22%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$80.1K
0
-100%
增持
LEN
LENNAR CORP
-$78.3K
3,552
+0%
减持
SBUX
STARBUCKS CORP
-$77.3K
1,618
-27%
清仓
SUSA
ISHARES TR
-$76.4K
0
-100%
减持
GPC
GENUINE PARTS CO
-$75.8K
150
-76%
减持
EBAY
EBAY INC.
-$75.3K
350
-80%
清仓
PSA
PUBLIC STORAGE
-$74.8K
0
-100%
增持
IGRO
ISHARES TR
+$74.3K
4,047
+37%
清仓
—
ALLEGION PLC
-$72.9K
0
-100%
减持
MPC
MARATHON PETE CORP
-$72.1K
1,853
-5%
增持
DXJ
WISDOMTREE TR
+$72.1K
11,935
+2%
减持
EMR
EMERSON ELEC CO
-$71.2K
1,430
-29%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$71.1K
8,507
+8%
减持
ETR
ENTERGY CORP NEW
-$71.0K
2,502
-22%
减持
ESGE
ISHARES INC
-$70.7K
5,405
-31%
清仓
CRL
CHARLES RIV LABS INTL INC
-$70.2K
0
-100%
清仓
IMCG
ISHARES TR
-$69.4K
0
-100%
