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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 63
减持 70
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR INDEX SHS FDS
+$15.9M
536,149
+410%
减持
SLYV
SPDR SER TR
-$9.7M
4,183
-96%
增持
HYBL
SSGA ACTIVE TR
+$7.2M
804,452
+48%
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。
建仓
AVUV
AMERICAN CENTY ETF TR
+$7.1M
81,542
减持
DGRO
ISHARES TR
-$6.6M
133,478
-45%
减持
AVGO
BROADCOM INC
-$4.7M
35,906
-22%
增持
NVDA
NVIDIA CORPORATION
-$4.6M
190,403
+1%
减持
SPTI
SPDR SER TR
-$4.3M
961,933
-16%
减持
ABBV
ABBVIE INC
-$3.6M
7,668
-74%
减持
AVEM
AMERICAN CENTY ETF TR
-$3.6M
150,423
-30%
建仓
INDA
ISHARES TR
+$3.6M
69,458
增持
DWX
SPDR INDEX SHS FDS
+$3.4M
173,272
+87%
建仓
SMIN
ISHARES TR
+$3.4M
49,274
增持
MCK
MCKESSON CORP
+$3.3M
5,019
+3314%
减持
MSFT
MICROSOFT CORP
-$3.3M
40,468
-8%
减持
AAPL
APPLE INC
-$3.2M
74,789
-5%
减持
WSM
WILLIAMS SONOMA INC
-$2.6M
11,806
-51%
增持
IGRO
ISHARES TR
+$2.6M
44,813
+370%
增持
VIGI
VANGUARD WHITEHALL FDS
+$2.6M
38,581
+399%
增持
IEI
ISHARES TR
+$2.4M
21,467
+1516%
减持
AMZN
AMAZON COM INC
-$2.2M
44,168
-9%
减持
MRK
MERCK & CO INC
-$2.1M
1,529
-93%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.1M
81,326
+50%
建仓
STLD
STEEL DYNAMICS INC
+$1.8M
14,417
增持
DUSB
DIMENSIONAL ETF TRUST
+$1.6M
67,849
+87%
减持
—
LINDE PLC
-$1.6M
866
-82%
增持
TSLA
TESLA INC
+$1.6M
6,227
+5946%
增持
—
EATON CORP PLC
+$1.6M
6,163
+1729%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.5M
66,554
+130%
减持
WMT
WALMART INC
-$1.5M
27,209
-37%
减持
GE
GE AEROSPACE
-$1.5M
673
-93%
减持
BIL
SPDR SER TR
-$1.5M
19,652
-45%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.5M
142,307
-10%
减持
SHV
ISHARES TR
-$1.4M
248,486
-5%
减持
GOOGL
ALPHABET INC
-$1.4M
31,112
-5%
增持
SPIB
SPDR SER TR
+$1.3M
765,263
+4%
减持
META
META PLATFORMS INC
-$1.3M
11,504
-15%
减持
COST
COSTCO WHSL CORP NEW
-$1.3M
2,805
-35%
清仓
—
LAM RESEARCH CORP
-$1.3M
0
-100%
减持
PEP
PEPSICO INC
-$1.2M
7,387
-52%
建仓
LRCX
LAM RESEARCH CORP
+$1.2M
16,438
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.1M
174,885
-15%
减持
FLTR
VANECK ETF TRUST
-$1.1M
51,838
-46%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.1M
3,390
+210%
减持
MOAT
VANECK ETF TRUST
-$1.1M
292
-98%
减持
LOW
LOWES COS INC
-$1.0M
3,533
-53%
减持
LLY
ELI LILLY & CO
-$1.0M
3,803
-30%
增持
DIS
DISNEY WALT CO
+$990.0K
12,787
+423%
减持
UNH
UNITEDHEALTH GROUP INC
-$970.7K
5,450
-28%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$959.9K
2,434
+1567%
增持
DUK
DUKE ENERGY CORP NEW
+$959.9K
13,412
+114%
增持
SPYG
SPDR SER TR
-$930.7K
138,819
+1%
增持
MS
MORGAN STANLEY
+$885.0K
21,135
+68%
增持
DVYE
ISHARES INC
+$852.7K
76,163
+60%
增持
SMH
VANECK ETF TRUST
+$819.9K
9,263
+97%
建仓
BLK
BLACKROCK INC
+$767.9K
811
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$767.8K
191,082
+9%
增持
PFE
PFIZER INC
+$757.3K
48,349
+174%
增持
DVYA
ISHARES INC
+$756.1K
54,886
+63%
减持
CME
CME GROUP INC
-$742.6K
39
-99%
增持
AMGN
AMGEN INC
+$742.2K
9,915
+10%
清仓
—
BLACKROCK INC
-$741.4K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$735.3K
1,166
-88%
增持
CSCO
CISCO SYS INC
+$728.4K
14,479
+419%
减持
ELV
ELEVANCE HEALTH INC
-$704.4K
405
-83%
增持
LMT
LOCKHEED MARTIN CORP
+$702.9K
8,373
+34%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$693.1K
4,105
+176%
增持
QCOM
QUALCOMM INC
+$660.9K
5,278
+441%
增持
INTU
INTUIT
+$651.6K
2,956
+60%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$638.0K
10,297
-4%
减持
HD
HOME DEPOT INC
-$633.0K
10,482
-9%
增持
SO
SOUTHERN CO
+$632.3K
42,832
+7%
增持
DFSD
DIMENSIONAL ETF TRUST
+$623.3K
164,761
+7%
减持
GOOG
ALPHABET INC
-$623.1K
11,578
-9%
增持
NEE
NEXTERA ENERGY INC
+$589.0K
54,324
+19%
清仓
LEN
LENNAR CORP
-$539.4K
0
-100%
减持
CRM
SALESFORCE INC
-$519.5K
7,443
-1%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$516.6K
10,860
建仓
FLXR
TCW ETF TRUST
+$511.3K
13,055
减持
NOW
SERVICENOW INC
-$490.0K
1,306
-9%
减持
RTX
RTX CORPORATION
-$482.9K
1,991
-69%
减持
TXN
TEXAS INSTRS INC
-$469.3K
15,526
-11%
减持
JNJ
JOHNSON & JOHNSON
+$466.9K
23,061
-1%
减持
VLO
VALERO ENERGY CORP
-$451.5K
391
-90%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$440.5K
111,434
-5%
增持
V
VISA INC
+$435.4K
9,537
+4%
清仓
DVN
DEVON ENERGY CORP NEW
-$430.1K
0
-100%
减持
KO
COCA COLA CO
+$424.3K
71,958
-5%
增持
D
DOMINION ENERGY INC
+$421.2K
14,637
+97%
增持
VZ
VERIZON COMMUNICATIONS INC
+$410.3K
35,278
+19%
减持
AMAT
APPLIED MATLS INC
-$389.8K
11,225
-10%
增持
WFC
WELLS FARGO CO NEW
+$385.1K
12,819
+68%
增持
FNDE
SCHWAB STRATEGIC TR
+$376.4K
69,085
+15%
增持
REGN
REGENERON PHARMACEUTICALS
+$370.1K
2,001
+59%
增持
PYLD
PIMCO ETF TR
+$368.1K
27,295
+101%
减持
EOG
EOG RES INC
-$344.5K
80
-97%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$342.6K
24,502
-39%
减持
ETR
ENTERGY CORP NEW
-$341.6K
738
-86%
减持
DFAS
DIMENSIONAL ETF TRUST
-$332.7K
31,891
-7%
减持
—
LYONDELLBASELL INDUSTRIES N
-$332.4K
38
-99%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$323.6K
102
-98%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$308.0K
3,549
+1%
减持
SPSB
SPDR SER TR
-$306.8K
951,776
-2%
减持
—
EXXON MOBIL CORP
-$304.3K
39,197
-15%
增持
AFL
AFLAC INC
+$278.4K
9,599
+26%
清仓
HUM
HUMANA INC
-$270.7K
0
-100%
减持
COP
CONOCOPHILLIPS
-$265.7K
31,827
-13%
增持
IDV
ISHARES TR
+$265.1K
33,328
+19%
增持
—
CHUBB LIMITED
+$256.5K
9,040
+1%
增持
CVX
CHEVRON CORP NEW
+$254.7K
8,268
+6%
增持
XSHD
INVESCO EXCH TRADED FD TR II
+$254.6K
97,268
+29%
增持
TRV
TRAVELERS COMPANIES INC
+$233.6K
7,112
+4%
减持
NEM
NEWMONT CORP
-$232.0K
72
-99%
减持
DFAC
DIMENSIONAL ETF TRUST
-$231.4K
82,540
-3%
增持
HDV
ISHARES TR
+$231.3K
14,137
+7%
减持
MCD
MCDONALDS CORP
-$229.8K
7,176
-16%
增持
BIV
VANGUARD BD INDEX FDS
+$225.1K
3,012
+3970%
减持
FEZ
SPDR INDEX SHS FDS
+$212.1K
38,575
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$209.7K
154,224
-7%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$207.3K
10,660
-26%
减持
SNPS
SYNOPSYS INC
-$205.4K
2,080
-8%
减持
ORCL
ORACLE CORP
-$201.7K
2,396
-26%
减持
FISV
FISERV INC
-$200.6K
311
-76%
减持
—
ASML HOLDING N V
-$200.3K
67
-81%
增持
QQQ
INVESCO QQQ TR
+$196.4K
4,427
+40%
减持
DSI
ISHARES TR
-$191.0K
4,662
-23%
增持
CMCSA
COMCAST CORP NEW
+$188.5K
67,359
+10%
清仓
NULG
NUSHARES ETF TR
-$181.6K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$176.9K
5,280
-9%
减持
MRSH
MARSH & MCLENNAN COS INC
+$168.5K
6,048
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$166.9K
29,066
-5%
建仓
BKCG
BNY MELLON ETF TRUST II
+$160.8K
5,211
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$159.0K
11,605
+18%
增持
VYM
VANGUARD WHITEHALL FDS
+$157.3K
5,476
+27%
增持
TFC
TRUIST FINL CORP
-$156.2K
70,126
+0%
增持
AVLV
AMERICAN CENTY ETF TR
+$154.7K
94,154
+5%
减持
ABT
ABBOTT LABS
+$149.4K
15,829
-8%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$144.6K
4,834
+6%
增持
PHM
PULTE GROUP INC
+$144.5K
6,912
+33%
减持
VTI
VANGUARD INDEX FDS
-$142.8K
5,590
-4%
减持
XT
ISHARES TR
-$142.1K
4,526
-33%
减持
NULV
NUSHARES ETF TR
-$133.5K
12,871
-23%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$132.7K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$132.3K
15,295
+29%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$127.2K
17,909
+5%
增持
MO
ALTRIA GROUP INC
+$123.7K
9,060
+13%
减持
KKR
KKR & CO INC
-$123.6K
3,237
-4%
增持
CI
THE CIGNA GROUP
+$122.8K
2,177
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$117.3K
1,579
+1562%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$115.7K
3,170
