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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 4
增持 89
减持 23
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$31.7M
541,322
+316463%
减持
SHV
ISHARES TR
-$31.1M
9,430
-97%
增持
MSFT
MICROSOFT CORP
-$4.4M
41,219
+1%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.8M
2,076
-78%
增持
CVX
CHEVRON CORPORATION
+$3.3M
21,629
+169%
减持
NVDA
NVIDIA CORPORATION
-$2.7M
199,553
-1%
清仓
WSM
WILLIAMS SONOMA INC
-$2.2M
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.2M
1,454
-85%
增持
RTX
RTX CORPORATION
+$2.0M
14,436
+247%
增持
SPDW
SPDR INDEX SHS FDS
+$1.9M
763,350
+3%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.8M
827
-79%
增持
CAT
CATERPILLAR INC
+$1.7M
9,764
+7%
增持
SPIB
SPDR SERIES TRUST
+$1.7M
970,711
+6%
增持
SPTI
SPDR SERIES TRUST
+$1.6M
1,136,477
+6%
增持
COP
CONOCOPHILLIPS
+$1.6M
35,271
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$1.6M
9,946
+8%
增持
HYBL
SSGA ACTIVE TR
+$1.4M
1,214,293
+6%
减持
META
META PLATFORMS INC
-$1.4M
12,126
-3%
减持
—
EXXON MOBIL CORP
+$1.3M
34,872
-8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
48,346
+97%
增持
SPSB
SPDR SERIES TRUST
+$1.3M
1,111,212
+5%
增持
SPYG
SPDR SERIES TRUST
-$1.3M
225,580
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.3M
248,102
+2%
增持
AMAT
APPLIED MATLS INC
+$1.3M
13,803
+3%
增持
—
EATON CORP PLC
+$1.2M
10,330
+34%
增持
IEI
ISHARES TR
+$922.4K
26,768
+42%
增持
AVUV
AMERICAN CENTY ETF TR
+$917.5K
88,966
+2%
增持
AMGN
AMGEN INC
+$880.8K
11,653
+18%
增持
UNP
UNION PAC CORP
+$833.5K
17,412
+19%
增持
AMZN
AMAZON COM INC
-$827.2K
45,065
+2%
减持
LLY
ELI LILLY & CO
-$822.2K
3,365
-8%
增持
IGRO
ISHARES TR
+$820.3K
91,287
+11%
增持
JNJ
JOHNSON & JOHNSON
+$816.0K
20,177
+1%
增持
DWX
SPDR INDEX SHS FDS
+$775.1K
254,362
+3%
增持
SO
SOUTHERN CO
+$771.5K
44,835
+10%
增持
LRCX
LAM RESEARCH CORP
+$769.3K
17,281
+1%
增持
FLXR
TCW ETF TRUST
+$741.6K
62,548
+44%
增持
NEE
NEXTERA ENERGY INC
+$719.5K
49,261
+3%
增持
MCD
MCDONALDS CORP
+$715.5K
9,467
+30%
减持
ORCL
ORACLE CORP
-$700.5K
8,511
-15%
增持
AVGO
BROADCOM INC
-$675.9K
33,359
+5%
减持
SRLN
SSGA ACTIVE ETF TR
-$660.4K
46,006
-24%
增持
—
LINDE PLC
+$651.0K
2,211
+112%
增持
DON
WISDOMTREE TR
+$644.0K
237,162
+4%
增持
JPM
JPMORGAN CHASE & CO
-$624.3K
30,773
+2%
清仓
CI
THE CIGNA GROUP
-$613.4K
0
-100%
减持
DFUS
DIMENSIONAL ETF TRUST
-$613.4K
175,675
-0%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$587.3K
8,918
-50%
增持
SGOV
ISHARES TR
+$568.1K
30,235
+23%
增持
VZ
VERIZON COMMUNICATIONS INC
+$557.0K
44,284
+8%
增持
DVYE
ISHARES INC
+$545.1K
103,066
+7%
增持
TSLA
TESLA INC
-$537.7K
8,880
+4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$529.4K
81,887
+12%
减持
GS
GOLDMAN SACHS GROUP INC
-$524.6K
5,511
-7%
增持
STLD
STEEL DYNAMICS INC
+$512.9K
20,685
+9%
增持
PG
PROCTER & GAMBLE CO
+$504.9K
25,761
+15%
增持
GWW
WW GRAINGER INC
+$495.9K
2,721
+11%
增持
KO
COCA COLA CO
+$478.8K
69,948
+1%
增持
DVYA
ISHARES INC
+$478.5K
71,204
+7%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$475.6K
88,738
+4%
减持
MS
MORGAN STANLEY
-$461.1K
23,693
-4%
增持
XSHD
INVESCO EXCH TRADED FD TR II
+$459.1K
178,681
+21%
增持
CTRA
COTERRA ENERGY INC
+$458.9K
39,504
+12%
增持
GOOGL
ALPHABET INC
-$443.1K
30,596
+4%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$432.1K
6,227
增持
IVV
ISHARES TR
+$421.9K
1,129
+145%
增持
DFAI
DIMENSIONAL ETF TRUST
+$419.6K
58,462
+20%
增持
DUK
DUKE ENERGY CORP NEW
+$414.1K
14,413
+15%
减持
GOOG
ALPHABET INC
-$412.7K
9,893
-4%
增持
ITW
ILLINOIS TOOL WKS INC
+$409.5K
5,123
+37%
增持
DFAX
DIMENSIONAL ETF TRUST
+$404.7K
176,470
+3%
增持
HDV
ISHARES TR
+$388.1K
16,821
+8%
增持
WMT
WALMART INC
+$384.6K
29,251
+0%
减持
DIA
STATE STR SPDR DOW JONES IND
-$383.3K
1,904
-28%
减持
DFAU
DIMENSIONAL ETF TRUST
-$378.7K
59,032
-9%
增持
CRM
SALESFORCE INC
-$374.5K
13,559
+24%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$372.5K
0
-100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$365.7K
240,977
+3%
增持
AAPL
APPLE INC
-$355.1K
68,551
+5%
增持
DFCF
DIMENSIONAL ETF TRUST
+$328.6K
284,426
+4%
减持
COST
COSTCO WHOLESALE CORPORATION
+$322.8K
3,192
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$310.9K
7,474
+4%
增持
DIS
DISNEY WALT CO
-$307.8K
29,087
+6%
增持
GLW
CORNING INC
+$290.4K
2,906
+143%
增持
DFSV
DIMENSIONAL ETF TRUST
+$280.4K
8,932
+801%
减持
QCOM
QUALCOMM INC
-$275.0K
6,160
-1%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$260.2K
6,331
减持
DGRO
ISHARES TR
-$252.1K
100,594
-4%
增持
HON
HONEYWELL INTL INC
+$241.9K
1,439
+237%
减持
AVLV
AMERICAN CENTY ETF TR
+$239.1K
89,564
-3%
增持
MA
MASTERCARD INCORPORATED
-$237.7K
6,263
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$236.2K
34,166
+8%
增持
D
DOMINION ENERGY INC
+$234.1K
24,293
+12%
增持
EMR
EMERSON ELEC CO
+$227.5K
2,421
+258%
建仓
JBL
JABIL INC
+$227.1K
855
减持
TFC
TRUIST FINL CORP
-$226.4K
69,844
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$224.4K
552
+581%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$221.2K
122,400
+2%
增持
DE
DEERE & CO
+$219.8K
401
+2985%
清仓
NULV
NUSHARES ETF TR
-$219.4K
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$219.2K
0
-100%
增持
IDV
ISHARES TR
+$216.2K
43,552
+5%
增持
DRI
DARDEN RESTAURANTS INC
+$211.3K
5,328
+18%
清仓
IDXX
IDEXX LABS INC
-$210.4K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$206.5K
18,466
+7%
建仓
PH
PARKER-HANNIFIN CORP
+$205.0K
229
增持
V
VISA INC
+$203.2K
12,045
+23%
增持
PFE
PFIZER INC
+$198.8K
46,655
+5%
增持
INTU
INTUIT
-$197.5K
5,224
+41%
清仓
XT
ISHARES TR
-$196.5K
0
-100%
清仓
BKCG
BNY MELLON ETF TRUST II
-$190.0K
0
-100%
清仓
ESGV
VANGUARD WORLD FD
-$188.9K
0
-100%
增持
FNDE
SCHWAB STRATEGIC TR
+$186.9K
73,369
+1%
增持
CSCO
CISCO SYS INC
+$184.5K
21,540
+12%
清仓
HYD
VANECK ETF TRUST
-$178.7K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$178.1K
0
-100%
清仓
HYMB
SPDR SERIES TRUST
-$178.1K
0
-100%
清仓
NVS
NOVARTIS AG
-$177.4K
0
-100%
减持
PYLD
PIMCO ETF TR
-$177.2K
23,442
-21%
增持
—
CHUBB LTD SWITZ
+$177.1K
8,339
+2%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$175.8K
0
-100%
清仓
IJH
ISHARES TR
-$174.9K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$174.7K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$172.4K
89,313
+7%
增持
TJX
TJX COS INC NEW
+$167.9K
15,413
+3%
清仓
NGG
NATIONAL GRID PLC
-$164.9K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$164.5K
0
-100%
清仓
HYLB
DBX ETF TR
-$163.3K
0
-100%
增持
C
CITIGROUP INC
+$161.5K
14,461
+14%
清仓
IEFA
ISHARES TR
-$161.3K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$159.5K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$156.4K
0
-100%
清仓
EUSA
ISHARES INC
-$155.1K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$154.3K
1,364
+114%
清仓
YUM
YUM BRANDS INC
-$151.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$150.2K
7,088
+32%
增持
XLK
SELECT SECTOR SPDR TR
+$148.0K
1,811
+181%
清仓
HYG
ISHARES TR
-$147.5K
0
-100%
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$145.4K
0
-100%
增持
WFC
WELLS FARGO & CO
-$144.2K
16,858
+6%
清仓
MRK
MERCK & CO INC
-$143.2K
0
-100%
清仓
INTC
INTEL CORP
-$142.0K
0
-100%
清仓
T
AT&T INC
-$141.6K
0
-100%
增持
AFL
AFLAC INC
+$141.1K
12,751
+12%
清仓
SCHW
SCHWAB CHARLES CORP
-$140.3K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$139.2K
0
-100%
清仓
IJJ
ISHARES TR
-$138.7K
0
-100%
清仓
DY
DYCOM INDS INC
-$138.5K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$134.9K
5,818
+69%
清仓
ET
ENERGY TRANSFER L P
-$134.0K
0
-100%
