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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 10
增持 85
减持 55
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$12.0M
206,491
+8%
增持
SPDW
SPDR INDEX SHS FDS
+$8.1M
683,161
+27%
增持
HYBL
SSGA ACTIVE TR
+$6.3M
1,012,493
+26%
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
MSFT
MICROSOFT CORP
+$4.2M
38,984
-4%
增持
DWX
SPDR INDEX SHS FDS
+$3.0M
228,260
+32%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.8M
173,145
+15%
减持
AVGO
BROADCOM INC
+$2.6M
31,261
-13%
增持
VIGI
VANGUARD WHITEHALL FDS
+$2.6M
63,921
+66%
减持
AAPL
APPLE INC
-$2.5M
68,788
-8%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.3M
210,743
+28%
增持
CVS
CVS HEALTH CORP
+$2.3M
34,078
+3580%
增持
IGRO
ISHARES TR
+$2.3M
69,769
+56%
增持
SPIB
SPDR SERIES TRUST
+$2.2M
824,404
+8%
减持
INDA
ISHARES TR
-$2.1M
27,010
-61%
建仓
SGOV
ISHARES TR
+$1.8M
18,321
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.7M
54,416
+272%
减持
META
META PLATFORMS INC
+$1.7M
11,321
-2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.7M
90
-97%
增持
SHV
ISHARES TR
+$1.4M
261,414
+5%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.4M
148,913
+5%
减持
SPYG
SPDR SERIES TRUST
+$1.3M
130,922
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
29,143
+0%
减持
AMZN
AMAZON COM INC
+$1.3M
44,100
-0%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.3M
2
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
5,137
-6%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
5,447
+11%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
2,847
+180%
增持
TSLA
TESLA INC
+$1.0M
8,385
+35%
增持
DUK
DUKE ENERGY CORP NEW
+$1.0M
22,609
+69%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.0M
43,195
+182%
增持
BIL
SPDR SERIES TRUST
+$943.9K
29,941
+52%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$917.7K
9,400
-9%
减持
DGRO
ISHARES TR
-$892.4K
115,012
-14%
增持
MS
MORGAN STANLEY
+$871.2K
23,690
+12%
增持
—
EATON CORP PLC
+$851.9K
7,079
+15%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$845.4K
115,604
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$829.2K
131,432
-15%
减持
NOBL
PROSHARES TR
-$827.1K
38,422
-16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$808.0K
6,204
+51%
减持
KO
COCA COLA CO
-$805.5K
61,457
-15%
增持
DFNM
DIMENSIONAL ETF TRUST
+$804.8K
27,861
+157%
减持
MCK
MCKESSON CORP
-$762.4K
3,569
-29%
减持
QQQ
INVESCO QQQ TR
+$730.0K
3,332
-25%
增持
GOOGL
ALPHABET INC
+$693.6K
31,236
+0%
减持
—
EXXON MOBIL CORP
-$681.4K
36,923
-6%
增持
DFAX
DIMENSIONAL ETF TRUST
+$681.1K
141,439
+7%
增持
DIS
DISNEY WALT CO
+$679.3K
15,655
+22%
增持
AMAT
APPLIED MATLS INC
+$677.9K
12,601
+12%
建仓
DRI
DARDEN RESTAURANTS INC
+$669.8K
3,073
减持
JNJ
JOHNSON & JOHNSON
-$640.4K
20,845
-10%
建仓
CTRA
COTERRA ENERGY INC
+$618.7K
24,376
增持
CRM
SALESFORCE INC
+$587.4K
9,479
+27%
减持
PHM
PULTE GROUP INC
-$576.0K
1,276
-82%
减持
FANG
DIAMONDBACK ENERGY INC
-$575.8K
1,809
-65%
增持
NOW
SERVICENOW INC
+$531.1K
1,528
+17%
增持
LRCX
LAM RESEARCH CORP
+$508.6K
17,502
+6%
增持
XSHD
INVESCO EXCH TRADED FD TR II
+$507.1K
137,934
+42%
增持
SPSB
SPDR SERIES TRUST
+$503.9K
965,630
+1%
增持
STLD
STEEL DYNAMICS INC
+$492.5K
17,934
+24%
增持
TXN
TEXAS INSTRS INC
+$482.7K
15,763
+2%
增持
COP
CONOCOPHILLIPS
-$474.7K
31,957
+0%
减持
IEI
ISHARES TR
-$462.4K
17,412
-19%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$450.7K
80,358
-1%
减持
AMGN
AMGEN INC
-$445.6K
9,467
-5%
增持
DVYA
ISHARES INC
+$431.3K
62,143
+13%
减持
—
CHUBB LIMITED
-$426.9K
7,949
-12%
减持
INTU
INTUIT
+$399.1K
2,811
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$396.7K
8,273
+51%
增持
FEZ
SPDR INDEX SHS FDS
+$395.1K
41,754
+8%
减持
CAT
CATERPILLAR INC
+$389.4K
9,676
-5%
减持
SMIN
ISHARES TR
-$378.9K
38,561
-22%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$365.6K
5,176
+7%
增持
DFCF
DIMENSIONAL ETF TRUST
+$355.1K
182,459
+4%
增持
IDV
ISHARES TR
+$354.9K
40,240
+21%
增持
MA
MASTERCARD INCORPORATED
+$347.7K
5,769
+9%
增持
DON
WISDOMTREE TR
+$343.8K
237,086
+2%
增持
WMT
WALMART INC
+$335.8K
27,864
+2%
增持
D
DOMINION ENERGY INC
+$334.8K
20,445
+40%
增持
PANW
PALO ALTO NETWORKS INC
+$330.1K
6,172
+13%
增持
SNPS
SYNOPSYS INC
+$327.7K
2,379
+14%
增持
AVUV
AMERICAN CENTY ETF TR
+$322.9K
81,569
+0%
减持
ABT
ABBOTT LABS
-$322.7K
13,065
-17%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$313.8K
23,571
-19%
减持
SMH
VANECK ETF TRUST
+$311.5K
8,141
-12%
增持
DVYE
ISHARES INC
+$309.9K
83,365
+9%
减持
KLAC
KLA CORP
+$305.4K
1,600
-4%
增持
SPYM
SPDR SERIES TRUST
+$295.3K
19,957
+14%
减持
LLY
ELI LILLY & CO
-$294.2K
3,652
-4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$292.8K
84,146
+2%
增持
WSM
WILLIAMS SONOMA INC
+$289.2K
13,196
+12%
减持
AVLV
AMERICAN CENTY ETF TR
+$272.1K
94,001
-0%
增持
CSCO
CISCO SYS INC
+$269.2K
16,757
+16%
增持
BAC
BANK AMERICA CORP
+$257.1K
32,915
+6%
增持
AFL
AFLAC INC
+$257.0K
12,558
+31%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$244.9K
175,611
-8%
减持
SPDG
SPDR SERIES TRUST
-$243.2K
32,377
-18%
增持
ISRG
INTUITIVE SURGICAL INC
+$232.2K
3,517
+4%
建仓
VSDB
VANGUARD MALVERN FDS
+$223.7K
2,936
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$223.2K
20,831
-20%
增持
SPY
SPDR S&P 500 ETF TR
+$208.7K
1,770
+12%
增持
AEP
AMERICAN ELEC PWR CO INC
+$202.5K
3,212
+168%
增持
C
CITIGROUP INC
+$201.7K
12,545
+3%
增持
FNDE
SCHWAB STRATEGIC TR
+$198.5K
70,474
+2%
减持
CL
COLGATE PALMOLIVE CO
-$198.1K
14,504
-10%
增持
WFC
WELLS FARGO CO NEW
+$197.0K
13,945
+9%
建仓
COIN
COINBASE GLOBAL INC
+$188.1K
537
减持
ORCL
ORACLE CORP
+$187.4K
2,389
-0%
增持
BLK
BLACKROCK INC
+$185.2K
908
+12%
增持
DFAE
DIMENSIONAL ETF TRUST
+$184.8K
8,276
+291%
增持
QCOM
QUALCOMM INC
+$173.9K
6,183
+17%
减持
UNP
UNION PAC CORP
-$173.6K
12,749
-3%
减持
GWW
GRAINGER W W INC
-$171.1K
2,069
-12%
增持
HDV
ISHARES TR
+$169.9K
16,063
+14%
增持
ABBV
ABBVIE INC
-$166.3K
7,759
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$156.8K
6,033
-0%
增持
SO
SOUTHERN CO
+$148.4K
44,504
+4%
建仓
RDDT
REDDIT INC
+$148.2K
984
减持
PFE
PFIZER INC
-$146.0K
44,521
-8%
减持
FLTR
VANECK ETF TRUST
-$143.5K
46,310
-11%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$142.1K
8,884
-6%
建仓
HOOD
ROBINHOOD MKTS INC
+$141.9K
1,516
减持
VTI
VANGUARD INDEX FDS
+$140.6K
5,518
-1%
增持
VGT
VANGUARD WORLD FD
+$139.8K
1,117
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$138.8K
8,375
+0%
增持
MRNA
MODERNA INC
+$131.1K
4,998
+1983%
减持
HD
HOME DEPOT INC
-$127.4K
10,130
-3%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$117.1K
29,844
+22%
减持
TFC
TRUIST FINL CORP
+$117.0K
69,847
-0%
增持
FLXR
TCW ETF TRUST
+$113.8K
15,846
+21%
增持
VOT
VANGUARD INDEX FDS
+$113.4K
528
+252%
减持
—
ASTRAZENECA PLC
-$113.3K
671
-69%
减持
SPTI
SPDR SERIES TRUST
+$111.8K
959,465
-0%
减持
COST
COSTCO WHSL CORP NEW
+$108.0K
2,789
-1%
增持
FTNT
FORTINET INC
+$106.1K
1,043
+2326%
增持
MCD
MCDONALDS CORP
-$105.8K
7,310
+2%
减持
DFAS
DIMENSIONAL ETF TRUST
+$104.6K
31,550
-1%
增持
PG
PROCTER AND GAMBLE CO
-$103.5K
21,666
+4%
增持
DGCB
DIMENSIONAL ETF TRUST
+$103.2K
3,198
+142%
建仓
CCJ
CAMECO CORP
+$102.7K
1,383
增持
GEV
GE VERNOVA INC
+$102.3K
289
+75%
增持
AMT
AMERICAN TOWER CORP NEW
+$100.7K
1,373
+47%
增持
DFIP
DIMENSIONAL ETF TRUST
+$100.2K
3,595
+202%
增持
DFIC
DIMENSIONAL ETF TRUST
+$99.9K
6,146
+87%
减持
TDV
PROSHARES TR
-$97.0K
15,004
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
+$92.7K
39,125
+11%
减持
NUMV
NUSHARES ETF TR
-$87.9K
821
-76%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$87.1K
1,796
+8%
建仓
IMCG
ISHARES TR
+$86.3K
1,076
建仓
CRBN
ISHARES TR
+$84.7K
400
减持
SRLN
SSGA ACTIVE ETF TR
-$84.5K
63,786
-4%
