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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 24
增持 85
减持 33
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.0M
356,922
+46%
清仓
DAUG
FIRST TR EXCHNG TRADED FD VI
-$6.3M
0
-100%
建仓
DMAY
FIRST TR EXCHNG TRADED FD VI
+$4.9M
113,880
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。
建仓
DXJ
WISDOMTREE TR
+$3.5M
30,841
增持
AVGO
BROADCOM INC
+$2.4M
19,716
+9%
减持
—
EXXON MOBIL CORP
-$2.1M
33,938
-30%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
15,504
+18%
减持
VTI
VANGUARD INDEX FDS
+$1.8M
81,512
-2%
建仓
CAT
CATERPILLAR INC
+$1.6M
4,136
增持
MSFT
MICROSOFT CORP
+$1.4M
9,791
+7%
增持
DJAN
FIRST TR EXCHNG TRADED FD VI
+$1.3M
217,641
+10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
32,968
+21%
建仓
KO
COCA COLA CO
+$1.2M
16,728
增持
MARM
FIRST TR EXCHNG TRADED FD VI
+$1.2M
100,722
+53%
减持
PEP
PEPSICO INC
-$1.1M
2,951
-71%
增持
LRCX
LAM RESEARCH CORP
+$1.1M
32,568
+13%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.0M
78,742
+8%
减持
CMI
CUMMINS INC
-$976.7K
2,130
-60%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$964.7K
24,379
增持
VYMI
VANGUARD WHITEHALL FDS
+$936.9K
56,023
+16%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$931.3K
50,497
+8%
增持
DFEB
FIRST TR EXCHNG TRADED FD VI
+$895.8K
243,657
+3%
减持
EFA
ISHARES TR
+$859.5K
119,201
-1%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$859.0K
35,745
+121%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$843.1K
214,049
+7%
增持
JPM
JPMORGAN CHASE & CO
+$761.6K
11,847
+9%
增持
DON
WISDOMTREE TR
+$753.5K
279,484
+4%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$618.1K
207,801
-6%
减持
MUB
ISHARES TR
-$613.2K
49,077
-10%
增持
TXN
TEXAS INSTRS INC
+$574.5K
9,833
+20%
增持
INTU
INTUIT
+$552.0K
1,859
+25%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$526.9K
86,687
+22%
增持
NVDA
NVIDIA CORPORATION
+$518.1K
10,318
+1%
增持
BAC
BANK AMERICA CORP
+$508.6K
46,166
+15%
增持
TDVI
FIRST TR EXCHANGE-TRADED FD
+$482.4K
51,452
+28%
增持
BSSX
INVESCO EXCH TRD SLF IDX FD
+$434.9K
31,532
+125%
增持
WSM
WILLIAMS SONOMA INC
+$427.1K
17,061
+14%
增持
NKE
NIKE INC
+$423.1K
18,540
+32%
建仓
BSMY
INVESCO EXCH TRD SLF IDX FD
+$415.5K
17,519
减持
DHS
WISDOMTREE TR
-$409.7K
60,052
-4%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$408.4K
48,829
+27%
增持
BLK
BLACKROCK INC
+$394.4K
1,946
+12%
减持
COP
CONOCOPHILLIPS
-$391.7K
13,653
-11%
增持
QCOM
QUALCOMM INC
+$388.5K
12,287
+20%
建仓
MAYM
FIRST TR EXCHNG TRADED FD VI
+$368.8K
11,796
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$367.9K
2,699
清仓
XLY
SELECT SECTOR SPDR TR
-$357.2K
0
-100%
增持
IBDW
ISHARES TR
+$355.7K
148,060
+11%
增持
IBDX
ISHARES TR
+$355.1K
126,582
+11%
增持
IBDV
ISHARES TR
+$348.8K
140,083
+11%
增持
KR
KROGER CO
+$341.1K
27,134
+14%
增持
HD
HOME DEPOT INC
+$340.9K
4,493
+26%
增持
IBDU
ISHARES TR
+$338.9K
131,551
+11%
清仓
XLV
SELECT SECTOR SPDR TR
-$332.5K
0
-100%
增持
IBDT
ISHARES TR
+$329.3K
120,733
+11%
建仓
VUG
VANGUARD INDEX FDS
+$326.2K
744
增持
IBDS
ISHARES TR
+$322.0K
125,616
+11%
增持
BSMW
INVESCO EXCH TRD SLF IDX FD
+$319.2K
117,137
+13%
建仓
IBDY
ISHARES TR
+$318.7K
12,301
建仓
NFLX
NETFLIX INC
+$316.0K
236
增持
PNC
PNC FINL SVCS GROUP INC
+$314.5K
7,689
+21%
增持
IBDR
ISHARES TR
+$314.2K
124,753
+11%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$308.5K
128,734
+12%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$305.6K
156,969
+11%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$304.9K
6,823
建仓
EOG
EOG RES INC
+$304.8K
2,548
建仓
ORCL
ORACLE CORP
+$301.4K
1,379
建仓
UPRO
PROSHARES TR
+$298.5K
3,264
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$292.5K
23,963
-34%
建仓
IVW
ISHARES TR
+$284.9K
2,588
建仓
AXON
AXON ENTERPRISE INC
+$282.3K
341
增持
KMI
KINDER MORGAN INC DEL
+$273.1K
76,841
+10%
建仓
VST
VISTRA CORP
+$269.4K
1,390
减持
SPMD
SPDR SER TR
-$262.1K
5,638
-49%
清仓
XLF
SELECT SECTOR SPDR TR
-$261.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$260.0K
3,145
+33%
增持
AMZN
AMAZON COM INC
+$252.1K
6,049
+7%
建仓
PM
PHILIP MORRIS INTL INC
+$249.6K
1,370
减持
SPSM
SPDR SER TR
-$246.9K
11,708
-36%
增持
ITW
ILLINOIS TOOL WKS INC
+$243.7K
5,428
+23%
增持
—
ACCENTURE PLC IRELAND
+$241.1K
6,290
+20%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$239.8K
6,809
+12%
增持
MET
METLIFE INC
+$239.5K
23,071
+15%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$238.9K
128,670
+8%
增持
META
META PLATFORMS INC
+$237.0K
1,198
+7%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$235.1K
0
-100%
减持
ONEY
SPDR SER TR
-$233.4K
10,395
-16%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$231.6K
111,085
+10%
建仓
ECG
EVERUS CONSTR GROUP
+$225.1K
3,543
增持
TGT
TARGET CORP
+$224.1K
13,208
+28%
增持
CMCSA
COMCAST CORP NEW
+$219.6K
36,774
+24%
清仓
IWM
ISHARES TR
-$216.6K
0
-100%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$215.2K
140,313
+8%
增持
HSY
HERSHEY CO
+$212.7K
7,390
+25%
清仓
XLI
SELECT SECTOR SPDR TR
-$211.3K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$209.8K
386
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$203.9K
118,476
+8%
清仓
DLN
WISDOMTREE TR
-$203.3K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$200.8K
3,651
+9%
增持
OC
OWENS CORNING NEW
+$200.2K
9,207
+23%
建仓
VXUS
VANGUARD STAR FDS
+$200.1K
2,896
增持
SPAB
SPDR SER TR
+$195.2K
84,269
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$192.4K
29,534
+23%
增持
APD
AIR PRODS & CHEMS INC
+$191.0K
4,668
+22%
增持
JANM
FIRST TR EXCHNG TRADED FD VI
+$190.7K
83,724
+4%
增持
WEC
WEC ENERGY GROUP INC
+$189.5K
8,953
+31%
减持
IVV
ISHARES TR
-$187.6K
19,379
-11%
增持
SPY
SPDR S&P 500 ETF TR
+$177.4K
2,059
+5%
减持
DECM
FIRST TR EXCHNG TRADED FD VI
+$174.5K
235,416
-1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$170.6K
26,997
+18%
增持
UPS
UNITED PARCEL SERVICE INC
+$168.4K
12,006
+27%
增持
MO
ALTRIA GROUP INC
+$165.9K
30,748
+13%
增持
DUK
DUKE ENERGY CORP NEW
+$153.2K
13,953
+14%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$152.6K
77,108
-8%
增持
AAPL
APPLE INC
-$152.1K
22,779
+5%
增持
GOOGL
ALPHABET INC
+$149.6K
4,198
+10%
增持
VYM
VANGUARD WHITEHALL FDS
+$148.3K
17,887
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$147.0K
920
-50%
增持
ZTS
ZOETIS INC
+$146.3K
7,957
+20%
减持
VTEB
VANGUARD MUN BD FDS
-$136.1K
38,348
-6%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$133.3K
18,363
减持
IWB
ISHARES TR
-$123.6K
12,223
-12%
减持
QQQ
INVESCO QQQ TR
+$121.8K
1,490
-0%
增持
AOS
SMITH A O CORP
+$105.2K
25,592
+6%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$103.8K
6,278
-4%
减持
VXF
VANGUARD INDEX FDS
+$103.8K
5,302
-1%
增持
JNJ
JOHNSON & JOHNSON
+$102.4K
11,049
+16%
增持
MRK
MERCK & CO INC
+$100.3K
18,139
+22%
减持
SCHD
SCHWAB STRATEGIC TR
-$96.5K
52,168
-1%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$87.5K
1,820
+10%
减持
IDV
ISHARES TR
+$82.3K
32,218
-3%
建仓
BTX
BLACKROCK TECH AND PRIVATE E
+$80.0K
10,900
减持
WMT
WALMART INC
+$72.7K
8,424
-2%
增持
WMB
WILLIAMS COS INC
+$69.9K
9,366
+8%
减持
AXP
AMERICAN EXPRESS CO
+$69.0K
2,002
-5%
增持
GOOG
ALPHABET INC
+$65.1K
3,052
+0%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$53.5K
7,980
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$52.7K
1,202
-22%
增持
CVX
CHEVRON CORP NEW
-$51.0K
2,548
+2%
增持
PG
PROCTER AND GAMBLE CO
+$50.6K
1,702
+32%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
+$47.9K
15,262
-1%
减持
FDVV
FIDELITY COVINGTON TRUST
+$46.5K
25,894
-1%
增持
V
VISA INC
+$46.2K
1,588
+8%
增持
MCD
MCDONALDS CORP
+$46.1K
7,143
+9%
减持
FEBM
FIRST TR EXCHNG TRADED FD VI
+$45.5K
98,231
-1%
减持
IJH
ISHARES TR
-$43.0K
137,387
-6%
增持
AMGN
AMGEN INC
+$42.3K
7,136
+14%
增持
ABT
ABBOTT LABS
+$39.2K
2,929
+8%
增持
ABBV
ABBVIE INC
-$36.2K
11,593
+11%
减持
TSCO
TRACTOR SUPPLY CO
-$36.0K
4,201
-10%
