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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 140 项
建仓 10
增持 78
减持 48
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
SPMD
SPDR SER TR
-$5.3M
23,268
-81%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$4.3M
43,964
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$4.3M
118,624
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
IJH
ISHARES TR
-$2.8M
172,728
-21%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.1M
27,743
建仓
LRCX
LAM RESEARCH CORP
+$1.9M
25,663
减持
SPSM
SPDR SER TR
-$1.7M
28,267
-57%
减持
EFA
ISHARES TR
-$1.7M
119,071
-7%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
10,210
+38%
建仓
BLK
BLACKROCK INC
+$1.5M
1,474
减持
DON
WISDOMTREE TR
-$1.1M
247,317
-8%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
增持
AVGO
BROADCOM INC
+$1.1M
17,449
+1%
清仓
SBUX
STARBUCKS CORP
-$883.7K
0
-100%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$815.3K
69,368
+82%
减持
BIV
VANGUARD BD INDEX FDS
-$754.7K
60,178
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$753.2K
226,988
+3%
增持
TGT
TARGET CORP
+$739.2K
8,004
+264%
建仓
TDVI
FIRST TR EXCHANGE-TRADED FD
+$708.1K
29,385
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$649.9K
16,192
增持
VONG
VANGUARD SCOTTSDALE FDS
+$532.5K
8,060
+159%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$525.4K
168,163
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$472.9K
5,522
+18%
增持
IWB
ISHARES TR
+$450.8K
13,067
+9%
减持
FEZ
SPDR INDEX SHS FDS
-$447.2K
21,200
-23%
增持
AAPL
APPLE INC
+$442.9K
20,540
+2%
增持
WSM
WILLIAMS SONOMA INC
+$434.7K
13,782
+1%
减持
IBDU
ISHARES TR
-$421.8K
131,039
-10%
减持
IBDT
ISHARES TR
-$410.3K
120,208
-10%
减持
VTI
VANGUARD INDEX FDS
+$404.0K
81,236
-1%
减持
IBDS
ISHARES TR
-$384.0K
125,236
-10%
增持
SDY
SPDR SER TR
-$383.4K
64,801
+3%
减持
IBDR
ISHARES TR
-$361.7K
124,299
-10%
减持
IBDW
ISHARES TR
-$341.5K
147,116
-6%
减持
IBDV
ISHARES TR
-$341.4K
139,419
-7%
增持
JPM
JPMORGAN CHASE & CO
+$338.7K
9,543
+3%
减持
KMI
KINDER MORGAN INC DEL
+$303.5K
58,812
-1%
增持
AMGN
AMGEN INC
-$276.1K
5,407
+3%
清仓
VDE
VANGUARD WORLD FD
-$275.1K
0
-100%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$263.7K
104,005
-5%
增持
GOOGL
ALPHABET INC
+$263.6K
4,417
+28%
增持
CSCO
CISCO SYS INC
+$237.9K
31,490
+3%
清仓
MA
MASTERCARD INCORPORATED
-$234.7K
0
-100%
建仓
MS
MORGAN STANLEY
+$233.0K
1,853
减持
—
ISHARES TR
-$227.8K
116,069
-7%
减持
IBDX
ISHARES TR
-$226.8K
127,850
-2%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$219.0K
39,023
+20%
增持
LMT
LOCKHEED MARTIN CORP
-$215.5K
2,893
+4%
建仓
PG
PROCTER AND GAMBLE CO
+$215.3K
1,284
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$204.4K
17,666
+9%
减持
DVY
ISHARES TR
-$203.8K
11,108
-10%
增持
VTEB
VANGUARD MUN BD FDS
+$196.9K
26,050
+20%
增持
—
EXXON MOBIL CORP
-$191.8K
22,094
+1%
减持
AMZN
AMAZON COM INC
+$172.9K
5,877
-2%
增持
BAC
BANK AMERICA CORP
+$162.2K
34,264
+1%
增持
CMI
CUMMINS INC
+$160.0K
4,675
+3%
减持
D
DOMINION ENERGY INC
-$158.4K
11,102
-15%
增持
VXF
VANGUARD INDEX FDS
+$152.9K
5,329
+13%
增持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$150.3K
160,471
+0%
减持
SPAB
SPDR SER TR
-$139.3K
84,738
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$137.3K
1,798
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$134.2K
15,788
-7%
建仓
DSL
DOUBLELINE INCOME SOLUTIONS
+$125.9K
10,014
增持
DEM
WISDOMTREE TR
+$121.9K
17,293
+32%
增持
ZTS
ZOETIS INC
-$120.3K
4,975
+4%
增持
WMT
WALMART INC
+$120.0K
8,357
+6%
增持
MRK
MERCK & CO INC
-$118.8K
11,659
+4%
减持
NVDA
NVIDIA CORPORATION
+$117.7K
10,038
-1%
增持
JNJ
JOHNSON & JOHNSON
-$114.7K
7,724
+2%
减持
CMCSA
COMCAST CORP NEW
-$111.1K
22,004
-2%
增持
TXN
TEXAS INSTRS INC
-$110.5K
6,551
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$108.9K
6,625
-4%
增持
KR
KROGER CO
+$108.0K
19,929
+3%
增持
VYMI
VANGUARD WHITEHALL FDS
-$108.0K
38,856
+4%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$106.6K
16,497
-3%
增持
ABBV
ABBVIE INC
-$106.6K
9,222
+4%
增持
PEP
PEPSICO INC
-$103.9K
8,303
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$101.1K
1,210
-29%
减持
EES
WISDOMTREE TR
-$98.6K
9,347
-18%
增持
QCOM
QUALCOMM INC
-$95.9K
8,389
+3%
增持
SCHD
SCHWAB STRATEGIC TR
-$90.9K
22,917
+170%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$90.2K
5,009
+1%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$89.3K
74,920
+7%
增持
CVX
CHEVRON CORP NEW
+$85.9K
11,647
+7%
增持
NKE
NIKE INC
-$74.8K
10,748
+7%
增持
HSY
HERSHEY CO
-$73.7K
4,183
+3%
增持
MCD
MCDONALDS CORP
-$73.6K
5,750
+1%
增持
TSCO
TRACTOR SUPPLY CO
-$73.4K
4,908
+328%
增持
BSMW
INVESCO EXCH TRD SLF IDX FD
+$71.2K
63,907
+7%
增持
SCHG
SCHWAB STRATEGIC TR
-$65.4K
7,855
+188%
增持
AXP
AMERICAN EXPRESS CO
+$64.5K
2,064
+2%
增持
INTU
INTUIT
+$63.6K
963
+10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$59.8K
66,277
+4%
增持
DUK
DUKE ENERGY CORP NEW
-$59.2K
10,028
+1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$57.6K
17,807
+2%
减持
WMB
WILLIAMS COS INC
+$57.2K
8,875
-4%
增持
MSFT
MICROSOFT CORP
-$56.0K
8,390
+0%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$55.5K
72,483
+4%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$53.4K
68,704
+4%
增持
AMT
AMERICAN TOWER CORP NEW
-$49.5K
1,281
+5%
减持
DGRS
WISDOMTREE TR
-$48.1K
23,337
-3%
增持
PNC
PNC FINL SVCS GROUP INC
+$46.9K
5,044
+1%
增持
MUB
ISHARES TR
-$46.4K
52,188
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$44.8K
637
-12%
减持
GOOG
ALPHABET INC
+$44.7K
3,388
-6%
增持
COST
COSTCO WHSL CORP NEW
+$42.9K
434
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$41.3K
1,957
+2%
减持
OC
OWENS CORNING NEW
-$41.0K
5,857
-0%
减持
SYK
STRYKER CORPORATION
-$40.6K
1,034
-10%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$39.7K
74,202
+4%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$39.1K
72,934
+4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$38.1K
10,663
+9%
减持
FIS
FIDELITY NATL INFORMATION SV
-$38.0K
3,964
-7%
增持
DHS
WISDOMTREE TR
+$33.0K
59,208
+1%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$31.8K
74,271
+4%
减持
FBND
FIDELITY MERRIMACK STR TR
-$30.2K
4,830
-9%
增持
ABT
ABBOTT LABS
+$26.0K
2,696
+10%
增持
IDV
ISHARES TR
-$25.7K
50,451
+8%
增持
VBR
VANGUARD INDEX FDS
+$25.0K
3,682
+5%
增持
APD
AIR PRODS & CHEMS INC
+$24.1K
3,032
+6%
增持
VLO
VALERO ENERGY CORP
-$23.9K
2,530
+2%
减持
—
ACCENTURE PLC IRELAND
-$21.3K
4,340
-1%
减持
DLN
WISDOMTREE TR
-$21.1K
3,383
-6%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$20.5K
1,673
-7%
增持
MET
METLIFE INC
+$14.4K
17,126
+2%
减持
V
VISA INC
+$14.1K
1,292
-10%
增持
HD
HOME DEPOT INC
-$12.7K
2,967
+3%
减持
MO
ALTRIA GROUP INC
+$11.8K
22,970
-1%
减持
META
META PLATFORMS INC
+$10.6K
1,033
-0%
增持
PEY
INVESCO EXCHANGE TRADED FD T
-$9.0K
37,763
+2%
减持
—
INDEPENDENT BANK GROUP INC
-$8.7K
6,693
-7%
减持
CLX
CLOROX CO DEL
-$8.4K
7,708
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$8.0K
15,171
+200%
增持
ONEY
SPDR SER TR
-$7.4K
7,268
+2%
减持
IVV
ISHARES TR
+$6.0K
20,778
-2%
增持
VYM
VANGUARD WHITEHALL FDS
-$5.7K
11,726
+0%
减持
LNG
CHENIERE ENERGY INC
-$5.3K
2,680
-17%
增持
ITW
ILLINOIS TOOL WKS INC
+$2.5K
3,481
+4%
增持
ORCL
ORACLE CORP
-$850
1,276
+2%
减持
QQQ
INVESCO QQQ TR
+$583
1,058
-4%
