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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 130 项
建仓 11
增持 87
减持 22
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
XLE
SELECT SECTOR SPDR TR
+$2.3M
24,953
增持
SPMD
SPDR SER TR
+$1.6M
78,076
+73%
增持
AAPL
APPLE INC
+$1.2M
18,449
+20%
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
XLG
INVESCO EXCHANGE TRADED FD T
+$1.1M
134,015
+12%
减持
DHS
WISDOMTREE TR
-$901.3K
61,939
-13%
清仓
DOW
DOW INC
-$721.1K
0
-100%
增持
IWB
ISHARES TR
+$670.4K
8,191
+34%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$669.1K
13,245
建仓
PNC
PNC FINL SVCS GROUP INC
+$664.5K
4,274
建仓
FEZ
SPDR INDEX SHS FDS
+$643.3K
12,859
清仓
CCI
CROWN CASTLE INC
-$636.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$601.7K
4,416
+32%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$591.1K
0
-100%
清仓
CPB
CAMPBELL SOUP CO
-$590.7K
0
-100%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$546.3K
9,844
增持
AVGO
BROADCOM INC
+$523.2K
1,627
+3%
清仓
DTH
WISDOMTREE TR
-$521.3K
0
-100%
减持
IJH
ISHARES TR
-$506.7K
219,735
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$503.6K
2,314
-41%
增持
SPSM
SPDR SER TR
+$501.2K
32,227
+66%
减持
EFA
ISHARES TR
-$455.6K
130,475
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$451.7K
1,166
-66%
增持
SPAB
SPDR SER TR
+$409.3K
67,706
+33%
减持
IVV
ISHARES TR
+$391.2K
20,961
-1%
增持
—
ISHARES TR
+$375.1K
109,828
+16%
增持
IBDS
ISHARES TR
+$373.7K
119,476
+16%
增持
IBDR
ISHARES TR
+$370.9K
118,361
+15%
增持
MSFT
MICROSOFT CORP
+$369.0K
7,977
+5%
增持
NVDA
NVIDIA CORPORATION
+$365.9K
11,182
+895%
增持
IBDT
ISHARES TR
+$361.6K
114,599
+15%
增持
IBDV
ISHARES TR
+$358.5K
128,207
+16%
增持
IBDW
ISHARES TR
+$356.5K
134,649
+16%
增持
IBDU
ISHARES TR
+$353.7K
124,708
+15%
增持
QCOM
QUALCOMM INC
+$341.8K
7,301
+11%
建仓
INTU
INTUIT
+$336.7K
512
增持
VYM
VANGUARD WHITEHALL FDS
+$334.9K
10,393
+40%
减持
IDV
ISHARES TR
-$333.8K
51,969
-18%
建仓
BSMW
INVESCO EXCH TRD SLF IDX FD
+$322.0K
12,771
建仓
SCHG
SCHWAB STRATEGIC TR
+$317.2K
3,146
增持
SCHD
SCHWAB STRATEGIC TR
+$300.8K
6,601
+150%
增持
TXN
TEXAS INSTRS INC
+$285.0K
5,605
+21%
增持
—
EXXON MOBIL CORP
+$282.3K
19,827
+15%
清仓
CRM
SALESFORCE INC
-$272.3K
0
-100%
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$269.9K
13,742
减持
DGRS
WISDOMTREE TR
-$254.1K
25,714
-13%
清仓
NKE
NIKE INC
-$246.2K
0
-100%
增持
—
ISHARES TR
+$244.3K
83,493
+13%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$241.6K
5,165
增持
VYMI
VANGUARD WHITEHALL FDS
+$241.5K
28,103
+15%
建仓
ONEY
SPDR SER TR
+$240.3K
2,316
增持
DON
WISDOMTREE TR
-$239.4K
262,877
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$238.8K
204,634
+4%
清仓
INTC
INTEL CORP
-$233.9K
0
-100%
减持
WSM
WILLIAMS SONOMA INC
-$226.7K
6,400
-0%
减持
DEM
WISDOMTREE TR
-$219.9K
13,895
-29%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$212.9K
122,125
+6%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$209.6K
57,926
+19%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$206.4K
58,849
+19%
增持
KMI
KINDER MORGAN INC DEL
+$206.4K
54,758
+14%
增持
AMGN
AMGEN INC
+$205.8K
4,810
+5%
清仓
VXUS
VANGUARD STAR FDS
-$205.2K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$203.0K
0
-100%
增持
IBDX
ISHARES TR
+$198.4K
24,835
+50%
减持
—
LAM RESEARCH CORP
+$194.2K
2,267
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$191.1K
52,926
+18%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$190.6K
54,021
+18%
增持
SDY
SPDR SER TR
-$181.9K
60,427
+1%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$177.2K
58,577
+17%
增持
PM
PHILIP MORRIS INTL INC
+$174.0K
8,884
+12%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$170.2K
57,612
+18%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$169.4K
58,586
+17%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$163.6K
1,698
+63%
增持
OC
OWENS CORNING NEW
+$161.6K
5,350
+16%
增持
APD
AIR PRODS & CHEMS INC
+$150.9K
2,351
+25%
增持
D
DOMINION ENERGY INC
+$143.1K
10,742
+38%
增持
CSCO
CISCO SYS INC
+$142.6K
26,834
+18%
增持
GOOG
ALPHABET INC
+$142.6K
3,614
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$135.2K
18,921
+18%
增持
ZTS
ZOETIS INC
+$130.5K
3,958
+21%
减持
CLX
CLOROX CO DEL
-$121.0K
6,794
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$119.8K
8,475
+12%
增持
BAC
BANK AMERICA CORP
+$113.1K
28,642
+6%
增持
COST
COSTCO WHSL CORP NEW
+$112.3K
419
+26%
增持
AMZN
AMAZON COM INC
+$108.5K
5,838
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$105.0K
2,470
+7%
减持
FIS
FIDELITY NATL INFORMATION SV
-$103.1K
4,190
-26%
增持
VZ
VERIZON COMMUNICATIONS INC
+$94.2K
13,657
+22%
增持
JPM
JPMORGAN CHASE & CO
+$84.5K
8,724
+4%
增持
BIV
VANGUARD BD INDEX FDS
+$71.5K
71,064
+2%
增持
OXM
OXFORD INDS INC
+$69.6K
4,445
+33%
增持
AXP
AMERICAN EXPRESS CO
+$67.9K
2,021
+15%
减持
EES
WISDOMTREE TR
-$65.3K
13,766
-3%
增持
MCD
MCDONALDS CORP
-$64.2K
5,278
+6%
增持
META
META PLATFORMS INC
+$62.7K
1,095
+9%
增持
CVX
CHEVRON CORP NEW
+$59.1K
9,927
+5%
增持
—
ACCENTURE PLC IRELAND
+$57.1K
4,094
+20%
增持
TGT
TARGET CORP
-$56.8K
2,039
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$55.9K
600
-16%
增持
PEP
PEPSICO INC
+$54.9K
7,264
+11%
增持
HD
HOME DEPOT INC
-$47.5K
2,531
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$42.4K
1,927
+0%
减持
WMT
WISDOMTREE TR
+$39.7K
7,864
-4%
增持
TSCO
TRACTOR SUPPLY CO
+$39.3K
1,129
+11%
增持
KR
KROGER CO
-$37.9K
17,099
+10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$36.5K
4,122
+9%
减持
VBR
VANGUARD INDEX FDS
-$35.4K
3,722
-0%
增持
MUB
ISHARES TR
-$31.2K
51,250
+0%
减持
DVY
ISHARES TR
-$31.0K
12,306
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$29.8K
1,219
-10%
增持
VXF
VANGUARD INDEX FDS
-$25.4K
4,731
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$25.4K
5,829
+12%
增持
V
VISA INC
-$22.1K
1,461
+1%
增持
ITW
ILLINOIS TOOL WKS INC
+$21.3K
2,665
+17%
增持
SBUX
STARBUCKS CORP
-$21.2K
7,609
+13%
减持
VDE
VANGUARD WORLD FD
-$19.2K
2,676
-2%
增持
SYK
STRYKER CORPORATION
+$19.1K
1,189
+10%
增持
MA
MASTERCARD INCORPORATED
-$18.6K
515
+1%
增持
BSMO
INVESCO EXCH TRD SLF IDX FD
+$18.5K
37,404
+2%
增持
MRK
MERCK & CO INC
+$17.8K
9,026
+8%
增持
HSY
HERSHEY CO
+$17.2K
3,789
+8%
减持
WMB
WILLIAMS COS INC
-$14.5K
8,540
-12%
增持
JNJ
JOHNSON & JOHNSON
+$13.8K
7,131
+10%
增持
—
BLACKROCK INC
+$9.3K
1,329
+7%
增持
ABBV
ABBVIE INC
-$8.9K
7,874
+5%
增持
CMI
CUMMINS INC
-$7.4K
4,124
+6%
增持
ABT
ABBOTT LABS
+$7.1K
8,658
+10%
增持
MET
METLIFE INC
+$4.6K
14,995
+6%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$2.3K
17,381
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7K
1,724
+1%
增持
CMCSA
COMCAST CORP NEW
-$574
17,770
+11%