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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 78
减持 65
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
SPTI
SPDR SER TR
+$31.8M
1,141,717
建仓
SPIB
SPDR SER TR
+$24.1M
736,572
减持
SRLN
SSGA ACTIVE ETF TR
-$18.2M
28,997
-94%
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
FLTR
VANECK ETF TRUST
-$18.1M
96,166
-88%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$17.8M
40,332
-95%
建仓
HYBL
SSGA ACTIVE TR
+$15.4M
542,448
减持
SPSB
SPDR SER TR
-$10.0M
969,702
-25%
减持
BIL
SPDR SER TR
-$8.9M
35,712
-73%
增持
SHV
ISHARES TR
+$8.6M
262,285
+43%
减持
MRK
MERCK & CO INC
-$2.8M
22,809
-49%
减持
AVGO
BROADCOM INC
+$2.6M
46,015
-1%
减持
CVX
CHEVRON CORP NEW
-$2.4M
7,790
-68%
增持
AMZN
AMAZON COM INC
+$2.3M
48,354
+9%
增持
TFC
TRUIST FINL CORP
+$2.3M
70,122
+279%
增持
WMT
WALMART INC
+$2.1M
43,210
+96%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.9M
214,941
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$1.8M
6,250
+196%
减持
EMXC
ISHARES INC
-$1.8M
118
-100%
建仓
FNDE
SCHWAB STRATEGIC TR
+$1.8M
60,291
增持
COP
CONOCOPHILLIPS
+$1.6M
36,384
+94%
增持
AAPL
APPLE INC
+$1.5M
79,103
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
20,833
-23%
增持
DON
WISDOMTREE TR
+$1.2M
225,257
+12%
减持
SPDW
SPDR INDEX SHS FDS
-$1.0M
105,209
-14%
减持
JNJ
JOHNSON & JOHNSON
-$976.0K
23,216
-13%
减持
PEP
PEPSICO INC
-$910.3K
15,394
-19%
减持
DUSB
DIMENSIONAL ETF TRUST
-$862.6K
36,257
-32%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$857.8K
54,188
-10%
减持
DGRO
ISHARES TR
-$851.9K
241,980
-3%
增持
TJX
TJX COS INC NEW
+$846.9K
14,663
+86%
减持
ADBE
ADOBE INC
-$793.6K
168
-90%
增持
GE
GE AEROSPACE
+$776.0K
9,824
+115%
减持
SLYV
SPDR SER TR
-$772.1K
114,974
-8%
减持
UPS
UNITED PARCEL SERVICE INC
-$766.1K
1,474
-79%
减持
JPM
JPMORGAN CHASE & CO.
+$751.5K
30,440
-2%
减持
NVDA
NVIDIA CORPORATION
-$746.9K
187,800
-12%
增持
DFCF
DIMENSIONAL ETF TRUST
+$737.6K
205,909
+15%
减持
WSM
WILLIAMS SONOMA INC
+$705.3K
24,279
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$697.0K
17,063
+229%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$678.5K
14,491
-42%
增持
RTX
RTX CORPORATION
+$654.8K
6,451
+752%
增持
GS
GOLDMAN SACHS GROUP INC
+$654.1K
4,746
+14%
增持
GILD
GILEAD SCIENCES INC
+$599.3K
9,375
+195%
增持
CRM
SALESFORCE INC
+$572.1K
7,528
+6%
增持
XSHD
INVESCO EXCH TRADED FD TR II
+$548.6K
75,291
+112%
增持
—
CHUBB LIMITED
+$548.0K
8,952
+34%
增持
DVYA
ISHARES INC
+$543.7K
33,611
+97%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$539.2K
4,573
+48%
增持
DVYE
ISHARES INC
+$524.4K
47,456
+94%
增持
MSFT
MICROSOFT CORP
+$514.7K
43,835
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$450.4K
1,581
+90%
减持
HD
HOME DEPOT INC
-$433.8K
11,503
-5%
增持
CL
COLGATE PALMOLIVE CO
+$413.4K
17,814
+53%
增持
AMGN
AMGEN INC
-$399.7K
9,004
+6%
减持
ELV
ELEVANCE HEALTH INC
-$390.4K
2,388
-2%
减持
TSLA
TESLA INC
-$361.8K
103
-93%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$357.5K
9,857
+8%
增持
NOW
SERVICENOW INC
+$354.5K
1,443
+10%
减持
DFAX
DIMENSIONAL ETF TRUST
-$354.3K
137,146
-2%
增持
SCHD
SCHWAB STRATEGIC TR
-$350.2K
165,512
+187%
减持
DWX
SPDR INDEX SHS FDS
-$345.8K
92,413
-1%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$345.2K
8,638
-32%
增持
INTU
INTUIT
+$344.3K
1,851
+40%
增持
VIGI
VANGUARD WHITEHALL FDS
+$340.4K
7,728
+146%
增持
NEE
NEXTERA ENERGY INC
-$335.5K
45,502
+7%
减持
XT
ISHARES TR
-$331.7K
6,748
-44%
增持
NOBL
PROSHARES TR
-$327.2K
47,239
+0%
增持
IGRO
ISHARES TR
+$325.7K
9,541
+120%
增持
PFE
PFIZER INC
+$323.3K
17,634
+253%
增持
SNPS
SYNOPSYS INC
+$321.6K
2,261
+48%
减持
INTC
INTEL CORP
-$311.7K
5,977
-68%
增持
LLY
ELI LILLY & CO
-$310.2K
5,413
+7%
增持
AFL
AFLAC INC
+$307.6K
7,627
+77%
增持
UNH
UNITEDHEALTH GROUP INC
-$302.8K
7,562
+7%
减持
CAT
CATERPILLAR INC
-$284.7K
9,236
-1%
减持
—
SUPER MICRO COMPUTER INC
-$282.8K
39
-94%
增持
DELL
DELL TECHNOLOGIES INC
+$268.4K
3,514
+205%
增持
HUM
HUMANA INC
+$263.4K
1,067
+4539%
减持
NUE
NUCOR CORP
-$262.1K
117
-94%
增持
AMAT
APPLIED MATLS INC
-$258.2K
12,414
+10%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$250.7K
42
-98%
增持
COST
COSTCO WHSL CORP NEW
+$249.8K
4,315
+3%
增持
GWW
GRAINGER W W INC
+$247.8K
2,352
+9%
减持
V
VISA INC
+$244.1K
9,199
-5%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$243.2K
310
-90%
增持
—
ASML HOLDING N V
+$239.7K
353
+5783%
减持
NULV
NUSHARES ETF TR
-$239.1K
16,628
-22%
增持
MA
MASTERCARD INCORPORATED
+$230.1K
5,832
+1%
减持
DFSD
DIMENSIONAL ETF TRUST
-$227.3K
153,715
-1%
增持
—
LAM RESEARCH CORP
+$227.3K
17,778
+1273%
减持
DFUS
DIMENSIONAL ETF TRUST
+$223.1K
157,909
-0%
增持
TXN
TEXAS INSTRS INC
-$210.1K
17,382
+3%
减持
SPMB
SPDR SER TR
-$206.0K
13,786
-38%
增持
ITW
ILLINOIS TOOL WKS INC
+$204.0K
2,679
+48%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$203.6K
6,409
-29%
增持
BAC
BANK AMERICA CORP
+$201.0K
30,145
+6%
减持
AMT
AMERICAN TOWER CORP NEW
-$200.0K
1,346
-30%
增持
C
CITIGROUP INC
+$199.5K
12,698
+14%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$188.2K
3,562
增持
KLAC
KLA CORP
+$185.9K
1,948
+45%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$182.1K
3,508
+33%
增持
—
LINDE PLC
-$181.4K
4,725
+4%
增持
META
META PLATFORMS INC
+$177.8K
13,556
+0%
减持
SPYG
SPDR SER TR
+$169.4K
137,515
-4%
增持
VOO
VANGUARD INDEX FDS
+$161.8K
921
+45%
增持
LOW
LOWES COS INC
-$159.3K
7,576
+1%
减持
USB
US BANCORP DEL
-$157.9K
1,422
-71%
减持
HDV
ISHARES TR
-$156.1K
13,192
-5%
减持
QCOM
QUALCOMM INC
-$152.7K
976
-45%
增持
PHM
PULTE GROUP INC
-$152.0K
5,197
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$149.3K
5,387
+122%
增持
LEN
LENNAR CORP
-$142.5K
3,955
+9%
减持
IDV
ISHARES TR
-$141.6K
28,075
-7%
增持
REGN
REGENERON PHARMACEUTICALS
-$140.7K
1,262
+28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$135.8K
10,691
-1%
增持
—
GRAYSCALE BITCOIN MINI TR BT
+$132.2K
3,170
+3070%
增持
SO
SOUTHERN CO
-$130.6K
40,161
+5%
减持
NEM
NEWMONT CORP
-$130.5K
6,327
-8%
增持
CME
CME GROUP INC
+$129.7K
3,242
+15%
减持
DSI
ISHARES TR
-$124.7K
6,063
-17%
减持
—
LYONDELLBASELL INDUSTRIES N
-$124.3K
4,511
-6%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$122.2K
13,000
增持
CMCSA
COMCAST CORP NEW
+$121.3K
61,207
+18%
减持
T
AT&T INC
-$118.7K
9,531
-38%
增持
—
BLACKROCK INC
+$117.4K
723
+10%
清仓
SLF
SUN LIFE FINANCIAL INC.
-$116.0K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$116.0K
142
-78%
减持
XLRE
SELECT SECTOR SPDR TR
-$115.4K
2,181
-52%
增持
D
DOMINION ENERGY INC
+$114.9K
7,417
+51%
增持
ABT
ABBOTT LABS
+$114.6K
17,242
+7%
增持
MPC
MARATHON PETE CORP
+$112.0K
2,982
+60%
减持
EOG
EOG RES INC
-$109.3K
2,894
-23%
增持
ABBV
ABBVIE INC
-$107.5K
29,480
+9%
增持
MO
ALTRIA GROUP INC
+$104.8K
8,033
+30%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$103.9K
700
-53%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$103.3K
1,744
+33%
减持
AMD
ADVANCED MICRO DEVICES INC
-$102.4K
413
-55%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$101.7K
5,883
-15%
增持
—
EXXON MOBIL CORP
+$101.5K
46,165
+11%
增持
MCD
MCDONALDS CORP
-$100.5K
8,525
+1%
增持
BTI
BRITISH AMERN TOB PLC
+$100.2K
4,008
+223%
增持
KO
COCA COLA CO
-$98.7K
75,961
+13%
减持
MS
MORGAN STANLEY
+$84.3K
12,574
-12%
增持
SPAB
SPDR SER TR
+$83.8K
9,985
+58%
增持
VGT
VANGUARD WORLD FD
+$83.2K
1,028
+8%
减持
CVS
CVS HEALTH CORP
-$81.5K
1,221
-44%
减持
AEP
AMERICAN ELEC PWR CO INC
-$79.6K
1,187
-36%
增持
DOW
DOW INC
+$77.6K
2,261
+838%
减持
FTNT
FORTINET INC
-$76.8K
43
-96%
减持
VOT
VANGUARD INDEX FDS
-$76.6K
149
-68%
