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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 138 项
建仓 17
增持 86
减持 26
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
DMAY
FIRST TR EXCHNG TRADED FD VI
+$6.4M
159,800
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$6.4M
162,700
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$2.9M
16,138
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
IBDX
ISHARES TR
+$2.8M
131,053
+428%
增持
SPMD
SPDR SER TR
+$2.6M
121,081
+55%
清仓
—
LAM RESEARCH CORP
-$2.4M
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$2.3M
0
-100%
清仓
—
ISHARES TR
-$2.1M
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.7M
165,706
+24%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
7,390
+67%
增持
SPSM
SPDR SER TR
+$1.7M
66,140
+105%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
219,803
+7%
增持
DON
WISDOMTREE TR
+$1.4M
268,570
+2%
增持
IWB
ISHARES TR
+$1.3M
11,956
+46%
减持
VTI
VANGUARD INDEX FDS
+$1.3M
81,717
-0%
增持
SDY
SPDR SER TR
+$1.3M
62,965
+4%
增持
BSMW
INVESCO EXCH TRD SLF IDX FD
+$1.2M
59,781
+368%
建仓
MO
ALTRIA GROUP INC
+$1.2M
23,301
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.0M
1,791
清仓
—
BLACKROCK INC
-$1.0M
0
-100%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$970.0K
32,454
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$955.0K
38,138
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$928.4K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$900.2K
0
-100%
建仓
NKE
NIKE INC
+$888.1K
10,046
增持
FEZ
SPDR INDEX SHS FDS
+$824.7K
27,574
+114%
增持
VYMI
VANGUARD WHITEHALL FDS
+$819.6K
37,395
+33%
增持
AAPL
APPLE INC
+$814.9K
20,174
+9%
增持
IVV
ISHARES TR
+$755.1K
21,195
+1%
减持
IJH
ISHARES TR
+$714.7K
217,805
-1%
减持
ABT
ABBOTT LABS
-$620.7K
2,447
-72%
增持
IBDW
ISHARES TR
+$603.3K
157,176
+17%
增持
IBDV
ISHARES TR
+$593.8K
149,727
+17%
增持
IBDU
ISHARES TR
+$582.3K
145,022
+16%
建仓
LNG
CHENIERE ENERGY INC
+$581.2K
3,232
增持
IBDT
ISHARES TR
+$564.8K
133,312
+16%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$562.7K
20,190
+105%
增持
ONEY
SPDR SER TR
+$558.3K
7,120
+207%
增持
SPAB
SPDR SER TR
+$558.2K
86,341
+28%
增持
IBDS
ISHARES TR
+$549.5K
138,888
+16%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$541.9K
37,018
+169%
增持
IBDR
ISHARES TR
+$534.2K
138,006
+17%
清仓
NSC
NORFOLK SOUTHN CORP
-$496.8K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$467.6K
2,774
+12%
减持
EFA
ISHARES TR
+$445.4K
127,532
-2%
清仓
OXM
OXFORD INDS INC
-$445.2K
0
-100%
建仓
—
INDEPENDENT BANK GROUP INC
+$414.7K
7,193
增持
—
ISHARES TR
+$405.0K
124,913
+14%
增持
MCD
MCDONALDS CORP
+$395.5K
5,716
+8%
增持
ABBV
ABBVIE INC
+$394.9K
8,839
+12%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$392.3K
4,973
+21%
建仓
MDU
MDU RES GROUP INC
+$388.5K
14,175
增持
AVGO
BROADCOM INC
+$361.1K
17,241
+960%
增持
CSCO
CISCO SYS INC
+$351.4K
30,558
+14%
增持
MET
METLIFE INC
+$335.3K
16,826
+12%
建仓
VLO
VALERO ENERGY CORP
+$334.1K
2,474
增持
CLX
CLOROX CO DEL
+$333.1K
7,736
+14%
增持
CMI
CUMMINS INC
+$327.7K
4,539
+10%
建仓
KNF
KNIFE RIVER CORP
+$316.7K
3,543
增持
WSM
WILLIAMS SONOMA INC
+$310.4K
13,668
+114%
增持
—
ACCENTURE PLC IRELAND
+$306.0K
4,380
+7%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$305.8K
71,393
+22%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$305.8K
71,031
+23%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$300.1K
3,109
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$296.7K
65,964
+22%
增持
HD
HOME DEPOT INC
+$295.7K
2,880
+14%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$295.0K
69,835
+21%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$291.7K
70,220
+20%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$291.5K
70,339
+20%
增持
SBUX
STARBUCKS CORP
+$291.3K
9,064
+19%
增持
DUK
DUKE ENERGY CORP NEW
+$290.2K
9,884
+17%
增持
—
EXXON MOBIL CORP
+$286.0K
21,912
+11%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$282.6K
17,469
+32%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$279.1K
63,891
+21%
增持
VYM
VANGUARD WHITEHALL FDS
+$269.3K
11,715
+13%
增持
PNC
PNC FINL SVCS GROUP INC
+$261.4K
5,009
+17%
增持
KR
KROGER CO
+$256.9K
19,382
+13%
减持
DHS
WISDOMTREE TR
+$255.2K
58,578
-5%
增持
FDVV
FIDELITY COVINGTON TRUST
+$252.8K
9,762
+89%
增持
ITW
ILLINOIS TOOL WKS INC
+$248.8K
3,359
+26%
增持
APD
AIR PRODS & CHEMS INC
+$248.8K
2,873
+22%
增持
TXN
TEXAS INSTRS INC
+$248.5K
6,481
+16%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$246.9K
5,282
增持
ZTS
ZOETIS INC
+$244.8K
4,765
+20%
增持
CMCSA
COMCAST CORP NEW
+$241.0K
22,430
+26%
增持
D
DOMINION ENERGY INC
+$229.9K
13,087
+22%
增持
KMI
KINDER MORGAN INC DEL
+$219.9K
59,211
+8%
建仓
XLI
SELECT SECTOR SPDR TR
+$218.3K
1,612
建仓
ORCL
ORACLE CORP
+$213.6K
1,253
增持
IWD
ISHARES TR
+$210.2K
13,405
+0%
增持
INTU
INTUIT
+$205.1K
872
+70%
增持
BAC
BANK AMERICA CORP
+$204.6K
33,864
+18%
增持
SCHD
SCHWAB STRATEGIC TR
+$203.6K
8,482
+28%
增持
VZ
VERIZON COMMUNICATIONS INC
+$202.3K
17,046
+25%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$201.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$189.6K
7,601
+7%
增持
JPM
JPMORGAN CHASE & CO
+$184.3K
9,242
+6%
增持
AMGN
AMGEN INC
+$182.7K
5,231
+9%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$175.3K
109,754
-10%
增持
PEP
PEPSICO INC
+$168.4K
8,036
+11%
增持
MRK
MERCK & CO INC
+$161.2K
11,260
+25%
增持
VTEB
VANGUARD MUN BD FDS
+$160.8K
21,693
+15%
减持
NVDA
NVIDIA CORPORATION
-$151.1K
10,131
-9%
增持
UPS
UNITED PARCEL SERVICE INC
+$146.7K
6,926
+19%
增持
MUB
ISHARES TR
+$146.4K
51,616
+1%
增持
OC
OWENS CORNING NEW
+$109.1K
5,883
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$89.6K
725
+21%
增持
SCHB
SCHWAB STRATEGIC TR
+$86.6K
5,057
+27%
增持
HSY
HERSHEY CO
+$85.5K
4,078
+8%
减持
BIV
VANGUARD BD INDEX FDS
-$70.2K
67,013
-6%
增持
QCOM
QUALCOMM INC
-$69.7K
8,142
+12%
减持
VDE
VANGUARD WORLD FD
-$66.3K
2,246
-16%
减持
GOOG
ALPHABET INC
-$62.3K
3,592
-1%
减持
VXF
VANGUARD INDEX FDS
+$61.0K
4,723
-0%
增持
WMB
WILLIAMS COS INC
+$60.2K
9,269
+9%
增持
CVX
CHEVRON CORP NEW
+$48.3K
10,872
+10%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$48.2K
1,794
+6%
增持
AMT
AMERICAN TOWER CORP NEW
+$47.5K
1,223
+0%
减持
EES
WISDOMTREE TR
-$46.0K
11,427
-17%
增持
FIS
FIDELITY NATL INFORMATION SV
+$42.5K
4,277
+2%
减持
META
META PLATFORMS INC
+$42.1K
1,038
-5%
增持
TGT
TARGET CORP
+$40.9K
2,199
+8%
减持
SCHG
SCHWAB STRATEGIC TR
-$32.9K
2,729
-13%
减持
DGRS
WISDOMTREE TR
+$32.2K
24,134
-6%
减持
IDV
ISHARES TR
-$31.0K
46,543
-10%
增持
TSCO
TRACTOR SUPPLY CO
+$29.2K
1,148
+2%
增持
MSFT
MICROSOFT CORP
+$26.9K
8,349
+5%
减持
VBR
VANGUARD INDEX FDS
+$25.5K
3,510
-6%
减持
DEM
WISDOMTREE TR
-$23.5K
13,140
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$23.4K
1,707
-1%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
+$22.6K
16,997
-2%
减持
QQQ
INVESCO QQQ TR
-$14.0K
1,107
-4%
增持
AMZN
AMAZON COM INC
-$11.7K
5,992
+3%
减持
V
VISA INC
+$10.6K
1,433
-2%
减持
SYK
STRYKER CORPORATION
+$8.4K
1,143
-4%
减持
MA
MASTERCARD INCORPORATED
+$7.4K
475
-8%
减持
DLN
WISDOMTREE TR
+$1.9K
3,618
-7%
减持
COST
COSTCO WHSL CORP NEW
-$1.5K
400
-5%
