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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 92
减持 39
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.0M
407,066
+14%
增持
CVX
CHEVRON CORP NEW
+$2.6M
19,175
+653%
增持
VOO
VANGUARD INDEX FDS
+$2.5M
18,511
+19%
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
DXJ
WISDOMTREE TR
+$2.5M
46,811
+52%
减持
VTI
VANGUARD INDEX FDS
+$2.0M
81,470
-0%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.0M
62,772
+24%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.8M
244,732
+14%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.7M
90,134
+14%
建仓
DG
DOLLAR GEN CORP NEW
+$1.5M
14,512
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.4M
10,348
+65%
清仓
CLX
CLOROX CO DEL
-$1.4M
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$1.3M
33,664
+3%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.2M
209,932
+1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.2M
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
37,771
+15%
增持
AVGO
BROADCOM INC
+$1.1M
19,923
+1%
增持
AAPL
APPLE INC
+$1.1M
22,808
+0%
建仓
FDX
FEDEX CORP
+$1.1M
4,776
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$1.1M
9,757
-73%
增持
VYMI
VANGUARD WHITEHALL FDS
+$896.1K
63,581
+13%
减持
IVV
ISHARES TR
+$810.6K
19,189
-1%
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$732.4K
16,571
增持
SDY
SPDR SER TR
+$652.2K
78,673
+3%
增持
BSSX
INVESCO EXCH TRD SLF IDX FD
+$630.5K
55,626
+76%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$629.4K
220,227
-10%
增持
EFA
ISHARES TR
+$619.9K
120,759
+1%
增持
WSM
WILLIAMS SONOMA INC
+$617.7K
17,421
+2%
增持
ABBV
ABBVIE INC
+$569.1K
11,752
+1%
增持
BSMW
INVESCO EXCH TRD SLF IDX FD
+$543.9K
136,593
+17%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$536.9K
162,116
+16%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$531.7K
139,495
+18%
增持
JPM
JPMORGAN CHASE & CO
+$528.5K
12,564
+6%
增持
CAT
CATERPILLAR INC
+$527.0K
4,470
+8%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$522.2K
5,743
-62%
增持
JNJ
JOHNSON & JOHNSON
+$506.0K
11,831
+7%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$505.0K
178,091
+13%
增持
IBDY
ISHARES TR
+$469.3K
30,040
+144%
增持
VTEB
VANGUARD MUN BD FDS
+$463.9K
46,816
+22%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$436.6K
146,298
+14%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$436.4K
146,146
+14%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$422.8K
128,677
+16%
减持
—
ISHARES TR
-$386.6K
86,121
-15%
增持
BLK
BLACKROCK INC
+$373.1K
2,071
+6%
减持
DON
WISDOMTREE TR
+$371.7K
274,941
-2%
增持
MO
ALTRIA GROUP INC
+$357.4K
32,700
+6%
增持
GOOGL
ALPHABET INC
+$349.8K
4,482
+7%
增持
SPAB
SPDR SER TR
+$347.6K
96,902
+15%
增持
MSFT
MICROSOFT CORP
+$341.7K
10,062
+3%
增持
HSY
HERSHEY CO
+$331.8K
8,330
+13%
增持
BAC
BANK AMERICA CORP
+$331.0K
48,760
+6%
增持
HD
HOME DEPOT INC
+$315.5K
4,844
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$308.3K
3,707
+37%
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$304.9K
0
-100%
增持
ONEY
SPDR SER TR
+$303.8K
12,630
+22%
增持
DECM
FIRST TR EXCHNG TRADED FD VI
+$302.1K
239,453
+2%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
+$301.7K
215,460
-1%
清仓
UPRO
PROSHARES TR
-$298.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$296.9K
10,328
+0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$287.3K
1,776
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$285.2K
93,618
+8%
增持
—
EXXON MOBIL CORP
+$284.9K
34,976
+3%
清仓
IVW
ISHARES TR
-$284.9K
0
-100%
减持
DHS
WISDOMTREE TR
+$278.8K
59,976
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$274.0K
8,498
+11%
增持
LMT
LOCKHEED MARTIN CORP
+$257.6K
3,904
+7%
清仓
PM
PHILIP MORRIS INTL INC
-$249.6K
0
-100%
增持
MRK
MERCK & CO INC
+$245.1K
20,028
+10%
建仓
AMAT
APPLIED MATLS INC
+$233.2K
1,139
建仓
EUAD
SPINNAKER ETF SERIES
+$228.8K
4,871
增持
ITW
ILLINOIS TOOL WKS INC
+$227.9K
6,021
+11%
增持
TDVI
FIRST TR EXCHANGE-TRADED FD
+$221.9K
55,838
+9%
增持
—
ACCENTURE PLC IRELAND
-$221.7K
6,725
+7%
清仓
DEM
WISDOMTREE TR
-$217.5K
0
-100%
增持
QCOM
QUALCOMM INC
+$216.7K
13,065
+6%
建仓
XLY
SELECT SECTOR SPDR TR
+$216.6K
904
清仓
D
DOMINION ENERGY INC
-$214.9K
0
-100%
增持
MCD
MCDONALDS CORP
+$210.3K
7,559
+6%
清仓
ISRG
INTUITIVE SURGICAL INC
-$209.8K
0
-100%
增持
WEC
WEC ENERGY GROUP INC
+$204.8K
9,928
+11%
增持
DUK
DUKE ENERGY CORP NEW
+$199.1K
14,914
+7%
清仓
DLY
DOUBLELINE YIELD OPPORTUNITI
-$184.4K
0
-100%
增持
MUB
ISHARES TR
+$177.9K
49,821
+2%
减持
AOS
SMITH A O CORP
+$176.4K
25,262
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$173.8K
70,070
-9%
增持
ORCL
ORACLE CORP
+$171.1K
1,680
+22%
减持
COP
CONOCOPHILLIPS
-$170.2K
11,154
-18%
增持
OC
OWENS CORNING NEW
+$169.5K
10,148
+10%
增持
MET
METLIFE INC
+$165.2K
24,530
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$162.7K
18,072
+1%
增持
IBDV
ISHARES TR
+$162.6K
146,348
+4%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$159.1K
51,224
+5%
增持
IBDU
ISHARES TR
+$152.3K
137,256
+4%
增持
IBDW
ISHARES TR
+$150.2K
153,880
+4%
增持
EOG
EOG RES INC
+$144.2K
4,005
+57%
增持
AMGN
AMGEN INC
+$143.7K
7,569
+6%
增持
IBDT
ISHARES TR
+$139.0K
125,708
+4%
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$137.5K
10,951
增持
IBDS
ISHARES TR
+$137.0K
130,883
+4%
增持
IBDR
ISHARES TR
+$134.5K
130,033
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$132.5K
32,093
+9%
增持
ZTS
ZOETIS INC
+$128.6K
9,360
+18%
增持
NKE
NIKE INC
+$116.9K
20,565
+11%
减持
SYK
STRYKER CORPORATION
-$111.5K
806
-22%
减持
IWD
ISHARES TR
+$109.7K
13,136
-1%
减持
DVY
ISHARES TR
+$103.8K
11,184
-0%
增持
TXN
TEXAS INSTRS INC
-$103.2K
10,550
+7%
减持
CMI
CUMMINS INC
+$98.6K
1,885
-12%
减持
COST
COSTCO WHSL CORP NEW
-$91.8K
427
-13%
增持
VST
VISTRA CORP
+$88.9K
1,829
+32%
增持
APD
AIR PRODS & CHEMS INC
+$85.7K
5,142
+10%
减持
FIS
FIDELITY NATL INFORMATION SV
-$83.7K
3,334
-11%
清仓
BTX
BLACKROCK TECH AND PRIVATE E
-$80.0K
0
-100%
增持
IBDX
ISHARES TR
+$75.9K
127,890
+1%
减持
FDVV
FIDELITY COVINGTON TRUST
+$73.5K
25,499
-2%
增持
AMZN
AMAZON COM INC
+$71.8K
6,371
+5%
增持
META
META PLATFORMS INC
+$69.0K
1,298
+8%
减持
AMT
AMERICAN TOWER CORP NEW
-$68.2K
1,074
-14%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$67.6K
28,253
+5%
减持
QQQ
INVESCO QQQ TR
+$61.3K
1,471
-1%
减持
VXF
VANGUARD INDEX FDS
+$55.7K
5,147
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$49.9K
965
+8%
增持
KO
COCA COLA CO
+$49.4K
18,590
+11%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$46.6K
7,618
-5%
增持
KR
KROGER CO
+$46.3K
29,560
+9%
增持
CMCSA
COMCAST CORP NEW
-$45.6K
40,321
+10%
减持
SPSM
SPDR SER TR
-$44.9K
9,798
-16%
减持
SCHD
SCHWAB STRATEGIC TR
-$37.4K
49,270
-6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$37.2K
7,281
+7%
增持
ABT
ABBOTT LABS
+$36.3K
3,245
+11%
增持
AXON
AXON ENTERPRISE INC
+$35.6K
443
+30%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$32.2K
94,128
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$32.0K
940
+2%
减持
VBR
VANGUARD INDEX FDS
+$31.7K
2,614
-1%
增持
KMI
KINDER MORGAN INC DEL
+$31.0K
80,895
+5%
减持
FEBM
FIRST TR EXCHNG TRADED FD VI
-$30.9K
95,212
-3%
减持
WMB
WILLIAMS COS INC
-$29.3K
8,824
-6%
减持
WMT
WALMART INC
+$26.1K
8,246
-2%
减持
JANM
FIRST TR EXCHNG TRADED FD VI
+$24.7K
82,700
-1%
增持
INTU
INTUIT
-$23.9K
2,110
+14%
减持
IJH
ISHARES TR
-$22.5K
130,221
-5%
增持
NFLX
NETFLIX INC
-$19.9K
247
+5%
减持
DGRS
WISDOMTREE TR
-$19.7K
17,206
-9%
减持
MS
MORGAN STANLEY
+$19.1K
1,652
-4%
减持
PG
PROCTER AND GAMBLE CO
-$19.0K
1,641
-4%
减持
LLY
ELI LILLY & CO
-$18.6K
276
-6%
减持
IDV
ISHARES TR
-$18.4K
29,916
-7%
增持
V
VISA INC
-$17.3K
1,601
+1%
减持
EES
WISDOMTREE TR
-$13.4K
7,129
-12%
增持
LNG
CHENIERE ENERGY INC
-$9.6K
2,070
+2%
减持
TSCO
TRACTOR SUPPLY CO
+$9.0K
4,056
-3%
