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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
$359.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 120 项
建仓 13
增持 80
减持 16
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
MUB
ISHARES TR
+$5.5M
51,040
建仓
BIV
VANGUARD BD INDEX FDS
+$5.3M
69,635
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$2.2M
119,404
+57%
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
VTI
VANGUARD INDEX FDS
+$2.1M
81,723
+2%
增持
IJH
ISHARES TR
+$1.8M
220,046
+428%
清仓
SJNK
SPDR SER TR
-$1.5M
0
-100%
增持
IVV
ISHARES TR
+$1.3M
21,074
+3%
增持
SPMD
SPDR SER TR
+$1.3M
45,234
+91%
增持
DON
WISDOMTREE TR
+$1.1M
257,006
+3%
增持
EFA
ISHARES TR
+$1.1M
133,680
+5%
清仓
PG
PROCTER AND GAMBLE CO
-$1.1M
0
-100%
建仓
CLX
CLOROX CO DEL
+$1.0M
6,846
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$947.3K
3,793
清仓
RTX
RTX CORPORATION
-$910.1K
0
-100%
增持
WSM
WILLIAMS SONOMA INC
+$817.0K
6,405
+6%
增持
IWB
ISHARES TR
+$699.0K
6,134
+51%
清仓
HON
HONEYWELL INTL INC
-$695.6K
0
-100%
建仓
HSY
HERSHEY CO
+$679.4K
3,493
建仓
ITW
ILLINOIS TOOL WKS INC
+$610.2K
2,274
增持
VOO
VANGUARD INDEX FDS
+$600.9K
3,343
+45%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$591.1K
1,017
清仓
GIS
GENERAL MLS INC
-$588.5K
0
-100%
清仓
—
MEDTRONIC PLC
-$572.9K
0
-100%
建仓
ZTS
ZOETIS INC
+$555.7K
3,284
增持
KR
KROGER CO
+$523.7K
15,608
+94%
清仓
PFE
PFIZER INC
-$517.9K
0
-100%
增持
—
LAM RESEARCH CORP
+$508.7K
2,284
+5%
增持
HD
HOME DEPOT INC
+$460.5K
2,395
+81%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$434.6K
114,939
-17%
增持
AVGO
BROADCOM INC
+$416.1K
1,577
+5%
增持
MSFT
MICROSOFT CORP
+$405.8K
7,598
+2%
增持
IBDR
ISHARES TR
+$399.0K
102,661
+20%
增持
IBDT
ISHARES TR
+$387.2K
99,458
+19%
增持
IBDS
ISHARES TR
+$386.1K
103,425
+19%
清仓
CVS
CVS HEALTH CORP
-$384.1K
0
-100%
减持
AAPL
APPLE INC
-$381.3K
15,373
-2%
增持
—
EXXON MOBIL CORP
+$366.7K
17,207
+5%
增持
OC
OWENS CORNING NEW
+$345.8K
4,604
+62%
增持
IBDU
ISHARES TR
+$344.3K
108,390
+17%
增持
JPM
JPMORGAN CHASE & CO
+$339.7K
8,387
+6%
增持
CPB
CAMPBELL SOUP CO
+$317.6K
13,289
+110%
增持
CMI
CUMMINS INC
+$316.8K
3,901
+12%
增持
SPSM
SPDR SER TR
+$316.8K
19,452
+58%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$295.7K
196,815
-7%
减持
DHS
WISDOMTREE TR
+$293.6K
70,860
-0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$289.8K
4,691
+3%
增持
IBDW
ISHARES TR
+$285.0K
115,938
+15%
增持
ABBV
ABBVIE INC
+$283.3K
7,466
+8%
增持
IBDV
ISHARES TR
+$282.3K
110,615
+15%
增持
—
ISHARES TR
+$281.5K
94,932
+13%
减持
DEM
WISDOMTREE TR
-$274.6K
19,640
-27%
增持
MRK
MERCK & CO INC
+$265.5K
8,333
+9%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$257.8K
50,005
+32%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$255.2K
45,773
+32%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$251.8K
44,964
+31%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$250.8K
49,431
+29%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$247.5K
50,131
+28%
清仓
MS
MORGAN STANLEY
-$244.9K
0
-100%
增持
QCOM
QUALCOMM INC
+$244.3K
6,571
+9%
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$243.2K
1,044
建仓
INTC
INTEL CORP
+$233.9K
5,296
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$227.5K
48,637
+26%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$223.2K
48,680
+29%
清仓
CADE
CADENCE BANK
-$223.1K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$220.9K
5,244
清仓
TFC
TRUIST FINL CORP
-$218.3K
0
-100%
减持
SDY
SPDR SER TR
+$218.1K
59,944
-2%
建仓
VXUS
VANGUARD STAR FDS
+$205.2K
3,403
增持
BAC
BANK AMERICA CORP
+$204.3K
27,057
+11%
建仓
XLI
SELECT SECTOR SPDR TR
+$203.0K
1,612
增持
MET
METLIFE INC
+$192.2K
14,139
+9%
减持
NVDA
NVIDIA CORPORATION
+$178.7K
1,124
-33%
增持
VYM
VANGUARD WHITEHALL FDS
+$166.3K
7,420
+13%
增持
CVX
CHEVRON CORP NEW
+$165.7K
9,470
+6%
增持
NSC
NORFOLK SOUTHN CORP
+$159.4K
3,925
+10%
增持
META
META PLATFORMS INC
+$147.2K
1,008
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$145.3K
3,421
+10%
增持
OXM
OXFORD INDS INC
+$139.3K
3,342
+41%
减持
DVY
ISHARES TR
-$135.1K
12,338
-13%
增持
DOW
DOW INC
+$128.3K
12,447
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$126.1K
11,179
+23%
增持
KMI
KINDER MORGAN INC DEL
+$124.9K
48,074
+12%
增持
ABT
ABBOTT LABS
+$120.6K
7,853
+12%
增持
—
BLACKROCK INC
+$117.8K
1,244
+10%
增持
PEP
PEPSICO INC
+$109.0K
6,532
+7%
增持
—
ISHARES TR
+$106.3K
74,007
+5%
增持
D
DOMINION ENERGY INC
+$103.3K
7,792
+31%
增持
JNJ
JOHNSON & JOHNSON
+$97.8K
6,501
+9%
减持
IDV
ISHARES TR
-$96.6K
63,188
-5%
增持
DGRS
WISDOMTREE TR
+$96.1K
29,522
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$94.6K
16,066
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$92.8K
2,306
+9%
增持
TXN
TEXAS INSTRS INC
+$92.1K
4,623
+10%
增持
BSMO
INVESCO EXCH TRD SLF IDX FD
+$91.7K
36,719
+12%
增持
WMT
WISDOMTREE TR
+$88.4K
8,190
+219%
增持
DUK
DUKE ENERGY CORP NEW
+$83.6K
7,544
+13%
增持
IBDX
ISHARES TR
+$72.9K
16,587
+24%
增持
—
ACCENTURE PLC IRELAND
+$72.2K
3,419
+8%
增持
AMGN
AMGEN INC
+$71.5K
4,562
+7%
增持
CSCO
CISCO SYS INC
+$70.5K
22,686
+8%
增持
VYMI
VANGUARD WHITEHALL FDS
+$65.7K
24,482
+1%
增持
SPAB
SPDR SER TR
+$64.1K
51,004
+7%
增持
SBUX
STARBUCKS CORP
+$63.5K
6,714
+17%
增持
CMCSA
COMCAST CORP NEW
+$62.3K
16,066
+11%
增持
EES
WISDOMTREE TR
+$60.8K
14,247
+9%
增持
QQQ
INVESCO QQQ TR
+$60.4K
1,157
+5%
增持
UPS
UNITED PARCEL SERVICE INC
+$44.9K
5,196
+12%
增持
MA
MASTERCARD INCORPORATED
+$41.4K
511
+6%
增持
CCI
CROWN CASTLE INC
+$39.2K
6,018
+16%
减持
VDE
VANGUARD WORLD FD
+$31.9K
2,738
-2%
增持
APD
AIR PRODS & CHEMS INC
+$29.2K
1,881
+21%
增持
IWF
ISHARES TR
+$28.9K
825
+0%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$27.6K
17,630
-5%
减持
WMB
WILLIAMS COS INC
+$26.9K
9,686
-4%
减持
VBR
VANGUARD INDEX FDS
+$26.8K
3,725
-3%
增持
MCD
MCDONALDS CORP
+$18.3K
4,998
+7%
增持
PM
PHILIP MORRIS INTL INC
+$17.9K
7,926
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$10.5K
2,636
-10%
减持
DTH
WISDOMTREE TR
+$9.3K
13,154
-0%
减持
VUG
VANGUARD INDEX FDS
+$2.1K
1,006
-9%
