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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 6
增持 105
减持 39
方向
标的
Δ市值
现股数(环比)
减持
XT
ISHARES TR
-$4.5M
12,060
-87%
增持
NVDA
NVIDIA CORPORATION
+$2.9M
213,823
+15%
增持
AAPL
APPLE INC
+$2.3M
78,496
+3%
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
TFC
TRUIST FINL CORP
-$2.1M
18,481
-75%
建仓
FEZ
SPDR INDEX SHS FDS
+$1.9M
36,605
增持
SPSB
SPDR SER TR
+$1.9M
1,285,179
+3%
建仓
EMXC
ISHARES INC
+$1.8M
28,972
增持
META
META PLATFORMS INC
+$1.6M
13,555
+10%
增持
SLYV
SPDR SER TR
+$1.5M
124,436
+5%
减持
HEDJ
WISDOMTREE TR
-$1.3M
509
-98%
减持
DXJ
WISDOMTREE TR
-$1.3M
613
-95%
减持
HEEM
ISHARES INC
-$1.2M
3,678
-92%
增持
SO
SOUTHERN CO
+$1.1M
38,109
+26%
建仓
SMH
VANECK ETF TRUST
+$1.1M
4,375
增持
NEE
NEXTERA ENERGY INC
+$1.0M
42,560
+18%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.0M
179,676
+11%
减持
QCOM
QUALCOMM INC
-$1.0M
1,780
-74%
减持
NULV
NUSHARES ETF TR
-$1.0M
21,423
-58%
增持
AVGO
BROADCOM INC
+$985.1K
46,526
+961%
减持
DGRO
ISHARES TR
-$944.2K
250,358
-13%
增持
ABBV
ABBVIE INC
+$937.5K
27,072
+5%
增持
HD
HOME DEPOT INC
+$919.8K
12,114
+5%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$917.5K
889,733
+5%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$903.3K
177,413
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$887.7K
6,982
-48%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$882.9K
10,824
+7%
增持
AVEM
AMERICAN CENTY ETF TR
+$840.1K
225,477
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$801.0K
158,257
+3%
增持
MRK
MERCK & CO INC
+$783.2K
44,297
+29%
增持
UNH
UNITEDHEALTH GROUP INC
+$775.1K
7,060
+7%
增持
SHV
ISHARES TR
+$772.5K
183,764
+4%
减持
DSI
ISHARES TR
-$759.4K
7,291
-51%
增持
KO
COCA COLA CO
+$747.1K
67,187
+5%
增持
CAT
CATERPILLAR INC
+$712.5K
9,294
+6%
减持
FLTR
VANECK ETF TRUST
-$709.5K
807,846
-3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$704.0K
25,139
-34%
增持
—
CHUBB LIMITED
+$675.3K
6,676
+36%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$674.9K
117,319
+3%
增持
MA
MASTERCARD INCORPORATED
+$640.8K
5,753
+15%
增持
JPM
JPMORGAN CHASE & CO.
+$630.0K
31,041
+6%
增持
GWW
GRAINGER W W INC
+$620.0K
2,148
+20%
增持
GOOGL
ALPHABET INC
+$613.0K
36,853
+22%
增持
WSM
WILLIAMS SONOMA INC
+$607.9K
24,469
+117%
减持
ADI
ANALOG DEVICES INC
-$603.7K
635
-81%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$590.1K
60,379
+5%
减持
NUE
NUCOR CORP
-$589.4K
1,834
-66%
增持
WMT
WALMART INC
+$576.2K
22,016
+24%
增持
MSFT
MICROSOFT CORP
+$571.2K
41,742
+7%
减持
SCHD
SCHWAB STRATEGIC TR
-$571.1K
57,636
-18%
减持
DON
WISDOMTREE TR
+$562.3K
201,714
-3%
减持
EOG
EOG RES INC
-$561.2K
3,775
-54%
增持
COST
COSTCO WHSL CORP NEW
+$559.8K
4,178
+13%
减持
AFL
AFLAC INC
-$543.6K
4,306
-62%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$497.5K
9,135
+7%
增持
JNJ
JOHNSON & JOHNSON
+$490.9K
26,740
+2%
增持
AMZN
AMAZON COM INC
+$483.9K
44,375
+10%
减持
DUSB
DIMENSIONAL ETF TRUST
-$436.6K
53,118
-14%
增持
MCD
MCDONALDS CORP
+$436.0K
8,446
+1%
增持
UNP
UNION PAC CORP
+$408.7K
12,900
+5%
减持
DFSD
DIMENSIONAL ETF TRUST
-$407.1K
155,707
-7%
增持
TXN
TEXAS INSTRS INC
+$399.5K
16,795
+6%
增持
LOW
LOWES COS INC
+$398.4K
7,491
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$388.8K
4,168
+13%
增持
TSLA
TESLA INC
+$377.1K
1,542
+1059%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$364.0K
12,645
-29%
增持
CRM
SALESFORCE INC
+$363.0K
7,105
+15%
减持
DWX
SPDR INDEX SHS FDS
+$361.3K
93,150
-0%
增持
V
VISA INC
+$344.7K
9,685
+10%
减持
ESGD
ISHARES TR
-$338.2K
4,055
-53%
增持
—
EXXON MOBIL CORP
+$335.7K
41,498
+5%
增持
TRV
TRAVELERS COMPANIES INC
+$332.3K
6,983
+9%
建仓
PYLD
PIMCO ETF TR
+$326.6K
12,254
增持
GE
GE AEROSPACE
+$324.8K
4,573
+35%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$311.6K
9,003
-42%
增持
CMCSA
COMCAST CORP NEW
+$307.0K
52,091
+9%
增持
—
LINDE PLC
+$300.1K
4,529
+7%
增持
ABT
ABBOTT LABS
+$296.6K
16,100
+9%
减持
SPDW
SPDR INDEX SHS FDS
+$292.6K
122,750
-0%
增持
PG
PROCTER AND GAMBLE CO
+$288.4K
26,960
+1%
减持
—
MEDTRONIC PLC
-$281.1K
933
-80%
增持
LLY
ELI LILLY & CO
+$278.1K
5,067
+9%
增持
BIL
SPDR SER TR
+$273.7K
132,231
+2%
减持
SPMB
SPDR SER TR
-$263.4K
22,332
-37%
减持
NOBL
PROSHARES TR
+$261.6K
47,113
-5%
增持
—
LAM RESEARCH CORP
-$245.5K
1,295
+6%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$240.7K
3,110
+823%
减持
SPY
SPDR S&P 500 ETF TR
-$236.7K
830
-37%
减持
LMT
LOCKHEED MARTIN CORP
+$232.1K
2,111
-2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$229.6K
139,347
+0%
增持
PEP
PEPSICO INC
+$224.0K
19,118
+4%
增持
NOW
SERVICENOW INC
+$221.0K
1,314
+8%
增持
HDV
ISHARES TR
+$214.9K
13,918
+6%
减持
SPYG
SPDR SER TR
-$203.0K
143,696
-5%
增持
AMGN
AMGEN INC
+$189.8K
8,524
+4%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$188.6K
550
+13650%
增持
AMT
AMERICAN TOWER CORP NEW
+$188.3K
1,921
+44%
增持
DFAS
DIMENSIONAL ETF TRUST
+$182.9K
35,271
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$181.1K
85,230
+0%
增持
MS
MORGAN STANLEY
+$177.5K
14,357
+6%
增持
PHM
PULTE GROUP INC
+$176.4K
5,002
+2%
增持
CL
COLGATE PALMOLIVE CO
+$163.2K
11,618
+8%
增持
—
SUPER MICRO COMPUTER INC
-$160.1K
682
+26%
增持
TJX
TJX COS INC NEW
+$156.2K
7,867
+13%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$154.0K
2,646
+15%
增持
LEN
LENNAR CORP
+$149.4K
3,637
+2%
增持
QQQ
INVESCO QQQ TR
+$143.7K
3,797
+146%
增持
IDV
ISHARES TR
+$143.0K
30,111
+9%
增持
SPYM
SPDR SER TR
+$138.4K
17,773
+7%
减持
ESML
ISHARES TR
-$138.0K
3,605
-52%
增持
INTC
INTEL CORP
-$136.2K
18,394
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$134.6K
9,414
+15%
减持
FANG
DIAMONDBACK ENERGY INC
-$126.0K
3,932
-2%
减持
AVLV
AMERICAN CENTY ETF TR
-$123.7K
89,941
-6%
增持
—
BLACKROCK INC
+$121.4K
657
+3%
增持
BKNG
BOOKING HOLDINGS INC
+$120.7K
39
+255%
减持
MOAT
VANECK ETF TRUST
-$120.2K
11,527
-19%
增持
AMAT
APPLIED MATLS INC
-$117.0K
11,270
+11%
建仓
SLF
SUN LIFE FINANCIAL INC.
+$116.0K
2,000
增持
DELL
DELL TECHNOLOGIES INC
+$116.0K
1,152
+673%
增持
DVYA
ISHARES INC
+$112.5K
17,033
+9%
减持
CNRG
SPDR SER TR
-$109.8K
1,426
-58%
增持
ORCL
ORACLE CORP
+$108.5K
3,278
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$106.3K
5,678
+4%
增持
DVYE
ISHARES INC
+$105.4K
24,440
+11%
增持
MAS
MASCO CORP
+$100.9K
5,715
+1%
增持
SRLN
SSGA ACTIVE ETF TR
+$100.1K
464,335
+1%
增持
MO
ALTRIA GROUP INC
+$98.3K
6,177
+30%
增持
ETR
ENTERGY CORP NEW
+$96.7K
2,769
+11%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$94.7K
6,960
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$94.0K
1,313
+52%
增持
REGN
REGENERON PHARMACEUTICALS
+$93.7K
989
+10%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$92.0K
1,500
+114%
减持
ESGE
ISHARES INC
-$90.7K
2,487
-54%
减持
KKR
KKR & CO INC
+$89.0K
4,012
-3%
减持
SCHR
SCHWAB STRATEGIC TR
-$88.0K
1
-100%
增持
APD
AIR PRODS & CHEMS INC
+$85.9K
1,218
+14%
增持
NEM
NEWMONT CORP
+$83.3K
6,847
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$82.7K
928
+116%
增持
CI
THE CIGNA GROUP
+$82.4K
1,817
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$81.7K
28,293
+0%
增持
FISV
FISERV INC
+$79.7K
1,273
+27%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$77.6K
5,112
+39%
增持
FTNT
FORTINET INC
+$77.4K
1,043
+1698%
增持
MRSH
MARSH & MCLENNAN COS INC
+$76.5K
6,077
+0%
增持
DVN
DEVON ENERGY CORP NEW
-$76.3K
9,684
+1%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$75.8K
6,485
+59%
建仓
IMCG
ISHARES TR
+$75.4K
1,033
增持
CME
CME GROUP INC
+$75.2K
2,824
+1%
增持
VOO
VANGUARD INDEX FDS
+$73.5K
634
+21%
增持
SNPS
SYNOPSYS INC
-$72.2K
1,532
+8%
