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PRECEDENT WEALTH PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

PRECEDENT WEALTH PARTNERS, LLC

报告期 2026-03-31 · CIK 0002008666

持仓数

166

前50大市值合计

$359.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$32.5M

506,968

9.0%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$26.0M

81,162

7.2%

DECM FIRST TR EXCHNG TRADED FD VI

FT VEST US EQUIT

$17.7M

541,614

4.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$13.1M

21,988

3.7%

IVV ISHARES TR

CORE S&P500 ETF

$13.1M

20,041

3.6%

DON WISDOMTREE TR

US MIDCAP DIVID

$12.1M

231,191

3.4%

EFA ISHARES TR

MSCI EAFE ETF

$11.9M

122,767

3.3%

SDVY FIRST TR EXCHANGE-TRADED FD

SMID RISNG ETF

$11.6M

293,256

3.2%

XMHQ INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY

$11.2M

108,561

3.1%

DXJ WISDOMTREE TR

JAPN HEDGE EQT

$11.1M

70,286

3.1%

AIRR FIRST TR EXCHANGE-TRADED FD

RBA INDL ETF

$11.0M

99,086

3.1%

XLG INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50

$9.6M

175,102

2.7%

SDY SPDR SER TR

S&P DIVID ETF

$9.3M

63,587

2.6%

IJH ISHARES TR

CORE S&P MCP ETF

$8.5M

126,376

2.4%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$8.4M

89,581

2.3%

BUFH FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$7.0M

335,452

1.9%

LRCX LAM RESEARCH CORP

COM NEW

$6.8M

31,715

1.9%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$6.1M

31,716

1.7%

AAPL APPLE INC

COM

$6.0M

23,773

1.7%

DHS WISDOMTREE TR

US HIGH DIVIDEND

$6.0M

54,777

1.7%

— EXXON MOBIL CORP

COM

$5.9M

34,927

1.6%

AVGO BROADCOM INC

COM

$5.9M

19,090

1.6%

MUB ISHARES TR

NATIONAL MUN ETF

$5.8M

54,305

1.6%

VONE VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX

$5.3M

18,119

1.5%

DJAN FIRST TR EXCHNG TRADED FD VI

FT VEST US

$5.3M

124,440

1.5%

PRF INVESCO EXCHANGE TRADED FD T

FTSE RAFI 1000

$4.8M

100,137

1.3%

BSMV INVESCO EXCH TRD SLF IDX FD

BULLETSHS 31 MUN

$4.2M

201,991

1.2%

BSMR INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 MUNI

$4.1M

171,911

1.1%

BSMU INVESCO EXCH TRD SLF IDX FD

INVSC 30 MUNI BD

$4.1M

186,295

1.1%

BSMW INVESCO EXCH TRD SLF IDX FD

BULLETSHS 32 MUN

$4.0M

161,355

1.1%

BSMS INVESCO EXCH TRD SLF IDX FD

BULSHS 2028 MUNI

$3.9M

168,022

1.1%

MSFT MICROSOFT CORP

COM

$3.9M

10,570

1.1%

BSMT INVESCO EXCH TRD SLF IDX FD

BULSHS 2029 MUNI

$3.8M

166,299

1.1%

JPM JPMORGAN CHASE & CO

COM

$3.8M

12,933

1.1%

BUFD FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$3.7M

133,733

1.0%

BSSX INVESCO EXCH TRD SLF IDX FD

INVESCO BULLETSH

$3.7M

144,742

1.0%

MDY SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP

$3.6M

5,880

1.0%

IBDW ISHARES TR

IBONDS DEC 2031

$3.6M

170,410

1.0%

IBDV ISHARES TR

IBONDS DEC 2030

$3.6M

162,299

1.0%

IBDU ISHARES TR

IBONDS DEC 29

$3.5M

152,340

1.0%

IBDT ISHARES TR

IBDS DEC28 ETF

$3.5M

139,779

1.0%

IBDS ISHARES TR

IBONDS 27 ETF

$3.5M

145,628

1.0%

IBDX ISHARES TR

IBONDS DEC 2032

$3.5M

137,642

1.0%

IBDR ISHARES TR

IBONDS DEC2026

$3.5M

142,738

1.0%

IWB ISHARES TR

RUS 1000 ETF

$3.4M

9,633

1.0%

WSM WILLIAMS SONOMA INC

COM

$3.3M

18,252

0.9%

IBDY ISHARES TR

IBONDS DEC 2033

$3.3M

128,541

0.9%

SPAB SPDR SER TR

PORTFOLIO AGRGTE

$3.2M

126,247

0.9%

CVX CHEVRON CORP NEW

COM

$3.2M

15,487

0.9%

DNOV FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$3.2M

66,686

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

VEA9.0%VTI7.2%DECM4.9%VOO3.7%IVV3.6%DON3.4%