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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 90
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$6.0M
89,516
-59%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.1M
455,712
+12%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$3.2M
65,648
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
IBDY
ISHARES TR
+$2.4M
122,018
+306%
建仓
VTV
VANGUARD INDEX FDS
+$2.4M
12,479
增持
DXJ
WISDOMTREE TR
+$2.2M
57,151
+22%
清仓
—
ISHARES TR
-$2.2M
0
-100%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.1M
83,322
+33%
增持
BSSX
INVESCO EXCH TRD SLF IDX FD
+$2.1M
135,042
+143%
增持
DECM
FIRST TR EXCHNG TRADED FD VI
+$2.1M
297,765
+24%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.7M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
20,782
+12%
建仓
RSPD
INVESCO EXCHANGE TRADED FD T
+$1.7M
29,739
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.6M
15,303
+48%
减持
DON
WISDOMTREE TR
-$1.4M
251,334
-9%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.3M
74,764
+18%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
-$1.2M
180,545
-16%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.2M
30,989
-18%
减持
SDY
SPDR SER TR
-$1.0M
71,737
-9%
减持
LRCX
LAM RESEARCH CORP
+$989.2K
32,111
-5%
增持
MRK
MERCK & CO INC
+$632.2K
21,975
+10%
增持
DG
DOLLAR GEN CORP NEW
+$594.3K
15,772
+9%
增持
AAPL
APPLE INC
+$570.3K
23,460
+3%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$566.1K
257,587
+5%
减持
VTI
VANGUARD INDEX FDS
+$475.5K
81,163
-0%
增持
FDX
FEDEX CORP
+$469.7K
5,525
+16%
增持
AMGN
AMGEN INC
+$462.8K
7,940
+5%
增持
SPAB
SPDR SER TR
+$458.2K
115,074
+19%
减持
IWB
ISHARES TR
-$421.0K
9,966
-12%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$396.0K
22,049
减持
CAT
CATERPILLAR INC
+$394.8K
4,412
-1%
增持
—
EXXON MOBIL CORP
+$374.1K
35,878
+3%
增持
BSMW
INVESCO EXCH TRD SLF IDX FD
+$347.9K
149,715
+10%
增持
GOOGL
ALPHABET INC
+$346.2K
4,587
+2%
增持
JNJ
JOHNSON & JOHNSON
+$333.3K
12,211
+3%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$330.0K
153,447
+10%
清仓
AXON
AXON ENTERPRISE INC
-$317.9K
0
-100%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$312.0K
175,511
+8%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$297.9K
95,278
+6%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$289.0K
158,066
+8%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$288.5K
5,170
-32%
建仓
BUFH
FIRST TR EXCHNG TRADED FD VI
+$280.9K
13,467
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$278.8K
157,893
+8%
增持
KO
COCA COLA CO
+$272.5K
21,534
+16%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$272.2K
189,917
+7%
增持
FDVV
FIDELITY COVINGTON TRUST
+$262.1K
29,682
+16%
增持
EOG
EOG RES INC
+$258.5K
6,738
+68%
建仓
IEFA
ISHARES TR
+$250.0K
2,795
增持
OC
OWENS CORNING NEW
-$247.7K
10,614
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$242.6K
3,711
+30%
增持
BAC
BANK AMERICA CORP
+$239.8K
50,097
+3%
增持
WSM
WILLIAMS SONOMA INC
-$232.6K
17,763
+2%
减持
IDV
ISHARES TR
-$231.1K
21,860
-27%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$230.7K
7,411
+2%
清仓
TSCO
TRACTOR SUPPLY CO
-$230.7K
0
-100%
减持
IJH
ISHARES TR
-$221.6K
125,403
-4%
建仓
GLD
SPDR GOLD TR
+$220.3K
556
减持
GOOG
ALPHABET INC
+$213.5K
3,049
-0%
建仓
TCHP
T ROWE PRICE ETF INC
+$209.7K
4,206
增持
IBDS
ISHARES TR
+$208.2K
139,784
+7%
清仓
AMT
AMERICAN TOWER CORP NEW
-$206.6K
0
-100%
增持
IBDT
ISHARES TR
+$206.5K
134,140
+7%
减持
COP
CONOCOPHILLIPS
-$205.0K
9,081
-19%
增持
MSFT
MICROSOFT CORP
-$202.6K
10,358
+3%
增持
IBDU
ISHARES TR
+$202.6K
146,292
+7%
建仓
XLV
SELECT SECTOR SPDR TR
+$201.6K
1,302
减持
TXN
TEXAS INSTRS INC
-$200.4K
10,018
-5%
增持
IBDR
ISHARES TR
+$198.1K
138,583
+7%
增持
IBDV
ISHARES TR
+$196.6K
155,786
+6%
增持
IBDW
ISHARES TR
+$195.8K
163,647
+6%
减持
ORCL
ORACLE CORP
-$190.6K
1,446
-14%
增持
QCOM
QUALCOMM INC
+$184.2K
13,784
+6%
增持
MO
ALTRIA GROUP INC
-$174.7K
34,434
+5%
增持
MCD
MCDONALDS CORP
+$164.8K
8,055
+7%
增持
PNC
PNC FINL SVCS GROUP INC
+$161.8K
8,955
+5%
增持
—
ACCENTURE PLC IRELAND
+$158.3K
6,771
+1%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$156.8K
97,181
+4%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$154.9K
201,085
-4%
减持
NKE
NIKE INC
-$152.9K
20,107
-2%
增持
HD
HOME DEPOT INC
-$150.4K
5,268
+9%
增持
IBDX
ISHARES TR
+$149.6K
134,202
+5%
增持
LLY
ELI LILLY & CO
+$148.4K
334
+21%
减持
VZ
VERIZON COMMUNICATIONS INC
-$146.7K
31,028
-3%
减持
BSMQ
INVESCO EXCH TRD SLF IDX FD
-$146.1K
122,388
-5%
增持
JPM
JPMORGAN CHASE & CO
+$140.1K
12,734
+1%
增持
ZTS
ZOETIS INC
-$137.5K
9,792
+5%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$126.9K
0
-100%
增持
INTU
INTUIT
+$120.6K
2,357
+12%
减持
VTEB
VANGUARD MUN BD FDS
-$115.3K
44,319
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$109.9K
1,855
+4%
增持
HSY
HERSHEY CO
+$108.3K
9,157
+10%
减持
LNG
CHENIERE ENERGY INC
-$108.1K
1,946
-6%
增持
APD
AIR PRODS & CHEMS INC
-$103.2K
5,259
+2%
减持
QQQ
INVESCO QQQ TR
-$100.5K
1,274
-13%
增持
LMT
LOCKHEED MARTIN CORP
+$96.5K
4,228
+8%
增持
IWD
ISHARES TR
+$91.4K
13,149
+0%
增持
WEC
WEC ENERGY GROUP INC
+$87.2K
11,614
+17%
增持
AXP
AMERICAN EXPRESS CO
+$87.1K
2,033
+2%
减持
WMB
WILLIAMS COS INC
-$85.9K
7,871
-11%
增持
AOS
SMITH A O CORP
-$81.5K
26,510
+5%
增持
BSMY
INVESCO EXCH TRD SLF IDX FD
+$80.9K
20,633
+18%
增持
BLK
BLACKROCK INC
-$77.7K
2,183
+5%
增持
WMT
WALMART INC
+$77.5K
8,324
+1%
增持
CSCO
CISCO SYS INC
+$72.2K
7,745
+1%
减持
SPSM
SPDR SER TR
-$70.1K
8,190
-16%
增持
ABBV
ABBVIE INC
+$65.2K
12,194
+4%
减持
DGRS
WISDOMTREE TR
-$64.9K
16,024
-7%
增持
TDVI
FIRST TR EXCHANGE-TRADED FD
+$63.5K
59,958
+7%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$63.1K
27,060
-4%
增持
MET
METLIFE INC
+$61.7K
26,378
+8%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$60.8K
21,781
-9%
减持
MUB
ISHARES TR
-$60.8K
48,965
-2%
增持
VST
VISTRA CORP
-$58.7K
1,857
+2%
减持
AMAT
APPLIED MATLS INC
+$56.4K
1,127
-1%
减持
TGT
TARGET CORP
+$54.4K
13,875
-4%
增持
ITW
ILLINOIS TOOL WKS INC
+$52.6K
6,588
+9%
增持
VYM
VANGUARD WHITEHALL FDS
+$48.3K
18,085
+0%
增持
MS
MORGAN STANLEY
+$45.9K
1,738
+5%
增持
CVX
CHEVRON CORP NEW
-$45.8K
19,237
+0%
增持
META
META PLATFORMS INC
-$45.0K
1,376
+6%
增持
KR
KROGER CO
-$44.6K
31,178
+5%
增持
CMCSA
COMCAST CORP NEW
-$43.8K
40,921
+1%
减持
JANM
FIRST TR EXCHNG TRADED FD VI
+$43.7K
82,562
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$43.7K
16,119
+8%
减持
IVV
ISHARES TR
-$39.0K
18,693
-3%
减持
DHS
WISDOMTREE TR
-$34.4K
59,008
-2%
减持
EES
WISDOMTREE TR
-$32.9K
6,418
-10%
增持
NVDA
NVIDIA CORPORATION
+$32.6K
10,507
+2%
增持
ONEY
SPDR SER TR
+$29.7K
12,847
+2%
减持
AMZN
AMAZON COM INC
+$29.2K
6,187
-3%
增持
ABT
ABBOTT LABS
-$27.1K
3,253
+0%
减持
PG
PROCTER AND GAMBLE CO
-$25.6K
1,581
-4%
增持
V
VISA INC
+$24.4K
1,628
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$24.4K
49,925
+1%
增持
XLY
SELECT SECTOR SPDR TR
+$22.7K
2,004
+122%
增持
KMI
KINDER MORGAN INC DEL
+$21.6K
84,092
+4%
增持
NFLX
NETFLIX INC
-$21.5K
2,929
+1086%
减持
VBR
VANGUARD INDEX FDS
-$21.2K
2,476
-5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$20.4K
91,133
-3%
减持
SYK
STRYKER CORPORATION
-$19.2K
793
-2%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$18.3K
49,433
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$17.2K
931
-4%
增持
MA
MASTERCARD INCORPORATED
+$15.8K
481
+6%
减持
MARM
FIRST TR EXCHNG TRADED FD VI
+$15.6K
99,809
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$11.8K
1,922
+104%
减持
—
STELLAR BANCORP INC
-$10.9K
15,338
-4%
增持
VXF
VANGUARD INDEX FDS
+$10.2K
5,201
+1%
增持
DVY
ISHARES TR
+$9.0K
11,324
+1%
减持
FEBM
FIRST TR EXCHNG TRADED FD VI
+$8.3K
94,006
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$7.9K
3,760
+1%
