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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 102
减持 38
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$3.7M
201,199
+11%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.4M
274,432
+41%
增持
SPDW
SPDR INDEX SHS FDS
+$3.0M
740,978
+6%
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
GOOGL
ALPHABET INC
+$2.2M
29,525
+2%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.6M
176,223
+11%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.5M
242,611
+6%
增持
AAPL
APPLE INC
+$1.3M
65,301
+1%
增持
LLY
ELI LILLY & CO
+$1.2M
3,645
+3%
增持
SPIB
SPDR SERIES TRUST
+$1.2M
913,722
+4%
增持
SPTI
SPDR SERIES TRUST
+$1.1M
1,072,706
+4%
增持
HYBL
SSGA ACTIVE TR
+$1.1M
1,140,550
+4%
增持
SPSB
SPDR SERIES TRUST
+$1.0M
1,062,335
+4%
增持
SHV
ISHARES TR
+$1.0M
291,782
+4%
增持
AMZN
AMAZON COM INC
+$1.0M
44,246
+5%
增持
SPYG
SPDR SERIES TRUST
+$984.8K
219,265
+2%
增持
DUSB
DIMENSIONAL ETF TRUST
+$901.1K
79,935
+29%
增持
DFAX
DIMENSIONAL ETF TRUST
+$897.4K
170,790
+14%
增持
DFSD
DIMENSIONAL ETF TRUST
+$894.4K
232,998
+9%
增持
DWX
SPDR INDEX SHS FDS
+$891.5K
246,368
+6%
增持
AVGO
BROADCOM INC
+$854.0K
31,786
+3%
增持
BIL
SPDR SERIES TRUST
+$832.4K
45,019
+26%
减持
CAT
CATERPILLAR INC
+$828.2K
9,092
-1%
增持
GOOG
ALPHABET INC
+$776.0K
10,359
+2%
增持
TSLA
TESLA INC
+$762.6K
8,536
+23%
增持
AMAT
APPLIED MATLS INC
+$712.4K
13,387
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$693.8K
5,901
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$673.3K
87,375
+6%
增持
LRCX
LAM RESEARCH CORP
+$639.2K
17,075
+0%
增持
STLD
STEEL DYNAMICS INC
+$633.2K
18,946
+3%
增持
IGRO
ISHARES TR
+$624.6K
82,479
+6%
增持
MS
MORGAN STANLEY
+$591.3K
24,560
+4%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$569.8K
119,681
+4%
增持
DFNM
DIMENSIONAL ETF TRUST
+$488.1K
41,641
+32%
增持
MSFT
MICROSOFT CORP
-$486.1K
40,706
+5%
增持
AMGN
AMGEN INC
+$481.8K
9,835
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$466.7K
30,031
+3%
增持
JNJ
JOHNSON & JOHNSON
+$465.4K
19,890
+1%
增持
FLXR
TCW ETF TRUST
+$437.2K
43,299
+35%
减持
ISRG
INTUITIVE SURGICAL INC
+$429.5K
3,902
-2%
减持
IVV
ISHARES TR
-$427.5K
461
-59%
增持
KO
COCA COLA CO
+$420.3K
69,243
+4%
增持
DFAU
DIMENSIONAL ETF TRUST
+$414.7K
65,005
+13%
增持
WMT
WALMART INC
+$371.4K
29,178
+4%
增持
CRM
SALESFORCE INC
+$367.5K
10,968
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
+$363.3K
73,420
+4%
增持
—
EXXON MOBIL CORP
+$357.3K
38,017
+2%
减持
NULV
NUSHARES ETF TR
-$341.2K
4,870
-62%
增持
—
CHUBB LIMITED
+$327.9K
8,141
+4%
减持
DON
WISDOMTREE TR
-$314.8K
229,002
-1%
减持
AVLV
AMERICAN CENTY ETF TR
+$292.7K
92,129
-0%
增持
HD
HOME DEPOT INC
-$283.0K
11,903
+10%
增持
MCK
MCKESSON CORP
+$270.5K
3,852
+3%
增持
KLAC
KLA CORP
+$269.7K
1,684
+2%
增持
GWW
WW GRAINGER INC
+$264.1K
2,450
+6%
增持
CVS
CVS HEALTH CORP
+$261.0K
38,028
+4%
增持
V
VISA INC
+$260.7K
9,801
+5%
增持
NEE
NEXTERA ENERGY INC
+$258.2K
48,030
+1%
增持
ORCL
ORACLE CORP
-$245.0K
10,018
+28%
减持
SGOV
ISHARES TR
-$239.5K
24,660
-9%
增持
DVYA
ISHARES INC
+$234.2K
66,809
+3%
增持
IDV
ISHARES TR
+$223.7K
41,506
+7%
增持
TJX
TJX COS INC NEW
+$219.4K
14,931
+4%
增持
SPYM
SPDR SERIES TRUST
+$219.1K
22,676
+11%
增持
—
EATON CORP PLC
-$210.3K
7,721
+8%
增持
QQQ
INVESCO QQQ TR
+$209.2K
3,353
+9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$205.5K
9,611
+5%
建仓
VTEB
VANGUARD MUN BD FDS
+$203.7K
4,051
减持
DSI
ISHARES TR
-$201.5K
2,226
-43%
减持
SMH
VANECK ETF TRUST
+$201.5K
7,753
-2%
增持
MA
MASTERCARD INCORPORATED
+$197.1K
5,898
+6%
增持
C
CITIGROUP INC
+$196.4K
12,670
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$192.9K
7,755
+5%
增持
DVYE
ISHARES INC
+$191.6K
96,223
+2%
增持
DIS
DISNEY WALT CO
+$181.0K
27,347
+7%
增持
CSCO
CISCO SYS INC
+$177.7K
19,301
+1%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$176.4K
84,917
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$165.5K
9,625
+4%
减持
HOOD
ROBINHOOD MKTS INC
-$165.5K
369
-75%
增持
FEZ
SPDR INDEX SHS FDS
+$163.8K
43,295
+2%
增持
DGCB
DIMENSIONAL ETF TRUST
+$162.9K
6,273
+96%
减持
MRSH
MARSH & MCLENNAN COS INC
-$161.3K
5,684
-6%
增持
WFC
WELLS FARGO CO NEW
+$151.9K
15,947
+0%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$150.7K
8,780
+135%
增持
AEP
AMERICAN ELEC PWR CO INC
+$147.2K
2,070
+155%
减持
VZ
VERIZON COMMUNICATIONS INC
-$140.3K
40,906
-0%
增持
PG
PROCTER AND GAMBLE CO
-$136.6K
22,441
+3%
增持
CTRA
COTERRA ENERGY INC
+$134.6K
35,307
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$131.4K
21,259
-6%
增持
NOW
SERVICENOW INC
-$126.3K
9,472
+453%
减持
DUK
DUKE ENERGY CORP NEW
-$120.1K
12,568
-2%
增持
META
META PLATFORMS INC
-$117.2K
12,560
+10%
增持
BAC
BANK AMERICA CORP
+$115.2K
32,242
+0%
减持
FLTR
VANECK ETF TRUST
-$115.0K
37,510
-10%
减持
VOE
VANGUARD INDEX FDS
-$114.8K
457
-59%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$114.4K
2,633
+6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$110.7K
83,311
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$110.0K
65
-95%
减持
IJH
ISHARES TR
-$101.0K
2,650
-37%
减持
TXN
TEXAS INSTRS INC
-$99.9K
637
-44%
减持
COIN
COINBASE GLOBAL INC
-$99.3K
267
-44%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$98.9K
7,166
-0%
减持
IEFA
ISHARES TR
-$97.2K
1,802
-39%
增持
MCD
MCDONALDS CORP
+$91.9K
7,286
+4%
建仓
IMCG
ISHARES TR
+$85.9K
1,076
建仓
FSSL
FS SPECIALTY LENDING FD
+$85.7K
6,060
减持
SE
SEA LTD
-$84.8K
1
-100%
增持
VOT
VANGUARD INDEX FDS
+$83.8K
458
+205%
减持
DCOR
DIMENSIONAL ETF TRUST
-$83.5K
998
-54%
增持
RTX
RTX CORPORATION
+$83.4K
4,157
+2%
减持
ESGD
ISHARES TR
-$83.4K
1,019
-47%
增持
DFGP
DIMENSIONAL ETF TRUST
+$80.7K
5,101
+45%
增持
NOBL
PROSHARES TR
+$77.9K
38,829
+1%
建仓
TLT
ISHARES TR
+$77.4K
888
增持
MO
ALTRIA GROUP INC
-$75.6K
9,305
+0%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$74.1K
6,085
+2%
减持
VST
VISTRA CORP
-$73.7K
1
-100%
增持
DFIP
DIMENSIONAL ETF TRUST
+$73.6K
2,980
+150%
减持
DFAI
DIMENSIONAL ETF TRUST
+$73.2K
48,755
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$72.6K
9,215
+5%
清仓
VXF
VANGUARD INDEX FDS
-$70.8K
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$70.1K
5,762
+8%
减持
T
AT&T INC
-$69.5K
5,701
-24%
减持
IWM
ISHARES TR
-$68.2K
1,826
-15%
增持
GEV
GE VERNOVA INC
+$67.7K
269
+53%
减持
DFAW
DIMENSIONAL ETF TRUST
-$66.1K
609
-61%
增持
FNDE
SCHWAB STRATEGIC TR
+$66.1K
72,663
+3%
减持
SCHD
SCHWAB STRATEGIC TR
-$66.0K
107,352
-3%
增持
WSM
WILLIAMS SONOMA INC
-$65.5K
12,423
+6%
清仓
SCHY
SCHWAB STRATEGIC TR
-$65.3K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$64.4K
465
+830%
增持
INTU
INTUIT
+$64.0K
3,708
+6%
增持
SPGI
S&P GLOBAL INC
+$63.8K
1,126
+4%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$62.8K
45
-96%
增持
BLK
BLACKROCK INC
-$60.0K
982
+3%
清仓
STNE
STONECO LTD
-$59.7K
0
-100%
增持
UNP
UNION PAC CORP
+$59.4K
14,659
+4%
减持
LOW
LOWES COS INC
-$57.8K
3,144
-3%
增持
GE
GE AEROSPACE
+$57.7K
762
+29%
减持
SHOP
SHOPIFY INC
-$57.4K
300
-58%
增持
XLK
SELECT SECTOR SPDR TR
+$56.9K
644
+407%
清仓
INGR
INGREDION INC
-$56.5K
0
-100%
减持
SMIN
ISHARES TR
-$55.3K
501
-60%
增持
GLD
SPDR GOLD TR
+$54.8K
590
+17%
减持
USB
US BANCORP DEL
-$54.1K
1,250
-50%
增持
IEI
ISHARES TR
+$53.7K
18,871
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$52.5K
1,647
+2%
减持
TDV
PROSHARES TR
-$51.7K
13,551
-4%
清仓
AIR
AAR CORP
-$51.4K
0
-100%
减持
—
TE CONNECTIVITY PLC
-$51.3K
360
-41%
建仓
FTMA
PUTNAM ETF TRUST
+$50.5K
5,600
