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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 91
减持 40
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DECM
FIRST TR EXCHNG TRADED FD VI
+$7.9M
541,614
+82%
增持
BUFH
FIRST TR EXCHNG TRADED FD VI
+$6.7M
335,452
+2391%
清仓
DMAY
FIRST TR EXCHNG TRADED FD VI
-$5.2M
0
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。
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.0M
506,968
+11%
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$3.3M
0
-100%
增持
DXJ
WISDOMTREE TR
+$2.9M
70,286
+23%
清仓
FEBM
FIRST TR EXCHNG TRADED FD VI
-$2.9M
0
-100%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.8M
99,086
+19%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
-$2.5M
124,440
-31%
减持
JANM
FIRST TR EXCHNG TRADED FD VI
-$2.4M
8,479
-90%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.4M
175,102
-13%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$2.4M
40,190
-55%
增持
FIS
FIDELITY NATL INFORMATION SV
+$2.2M
51,857
+1507%
建仓
IGV
ISHARES TR
+$2.2M
27,647
清仓
TXN
TEXAS INSTRS INC
-$1.7M
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.7M
89,581
+20%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.7M
293,256
+14%
清仓
TDVI
FIRST TR EXCHANGE-TRADED FD
-$1.7M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$1.6M
3,793
-70%
减持
—
EXXON MOBIL CORP
+$1.6M
34,927
-3%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.5M
108,561
+14%
减持
LRCX
LAM RESEARCH CORP
+$1.3M
31,715
-1%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$1.2M
36,876
+278%
减持
VTI
VANGUARD INDEX FDS
-$1.2M
81,162
-0%
增持
MSFT
MICROSOFT CORP
-$1.1M
10,570
+2%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
15,681
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$1.0M
0
-100%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.0M
133,733
+38%
增持
VZ
VERIZON COMMUNICATIONS INC
+$878.0K
42,663
+37%
减持
DON
WISDOMTREE TR
-$822.0K
231,191
-8%
增持
TGT
TARGET CORP
+$716.3K
17,100
+23%
减持
SDY
SPDR SER TR
-$703.0K
63,587
-11%
增持
RSPD
INVESCO EXCHANGE TRADED FD T
+$691.9K
44,610
+50%
增持
AVGO
BROADCOM INC
-$664.7K
19,090
+1%
增持
CAT
CATERPILLAR INC
+$625.9K
4,451
+1%
增持
FDVV
FIDELITY COVINGTON TRUST
+$624.0K
41,758
+41%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$618.3K
18,119
+18%
增持
JNJ
JOHNSON & JOHNSON
+$611.7K
12,840
+5%
增持
APD
AIR PRODS & CHEMS INC
+$608.1K
6,565
+25%
建仓
SHOP
SHOPIFY INC
+$600.1K
5,059
增持
KMI
KINDER MORGAN INC DEL
+$590.3K
86,547
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$572.2K
4,330
+2%
增持
EOG
EOG RES INC
+$523.2K
8,513
+26%
增持
MUB
ISHARES TR
+$519.8K
54,305
+11%
增持
QCOM
QUALCOMM INC
-$487.0K
14,526
+5%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$483.6K
100,137
+10%
增持
FDX
FEDEX CORP
+$472.7K
5,808
+5%
建仓
AFL
AFLAC INC
+$426.2K
3,885
增持
TCHP
T ROWE PRICE ETF INC
+$425.9K
14,387
+242%
增持
MRK
MERCK & CO INC
+$423.5K
22,750
+4%
增持
KR
KROGER CO
+$417.9K
32,696
+5%
增持
CMCSA
COMCAST CORP NEW
+$414.4K
57,036
+39%
增持
MO
ALTRIA GROUP INC
+$412.0K
36,331
+6%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$396.0K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$378.3K
0
-100%
建仓
T
AT&T INC
+$364.5K
12,575
增持
AAPL
APPLE INC
-$344.5K
23,773
+1%
增持
HSY
HERSHEY CO
+$340.9K
9,655
+5%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$329.8K
171,911
+9%
增持
EFA
ISHARES TR
+$327.9K
122,767
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$326.7K
16,923
+5%
增持
INTU
INTUIT
-$323.4K
2,862
+21%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$320.1K
33,876
+25%
增持
OC
OWENS CORNING NEW
+$307.6K
13,818
+30%
增持
JPM
JPMORGAN CHASE & CO
-$298.6K
12,933
+2%
增持
IVV
ISHARES TR
+$287.8K
20,041
+7%
减持
IWB
ISHARES TR
-$287.0K
9,633
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$285.1K
7,979
+8%
增持
KO
COCA COLA CO
+$280.4K
23,482
+9%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$276.5K
166,299
+8%
增持
WEC
WEC ENERGY GROUP INC
+$275.9K
12,963
+12%
减持
CVX
CHEVRON CORP NEW
+$272.5K
15,487
-19%
增持
SPAB
SPDR SER TR
+$271.3K
126,247
+10%
减持
COP
CONOCOPHILLIPS
+$268.5K
8,473
-7%
增持
AMGN
AMGEN INC
+$267.5K
8,146
+3%
增持
IJH
ISHARES TR
+$257.6K
126,376
+1%
增持
BAC
BANK AMERICA CORP
-$256.6K
51,256
+2%
增持
BSMW
INVESCO EXCH TRD SLF IDX FD
+$250.9K
161,355
+8%
清仓
IEFA
ISHARES TR
-$250.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$239.3K
0
-100%
增持
ZTS
ZOETIS INC
+$227.6K
12,347
+26%
建仓
IQLT
ISHARES TR
+$226.3K
4,895
增持
ITW
ILLINOIS TOOL WKS INC
+$217.2K
7,068
+7%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$216.4K
168,022
+6%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$210.1K
2,649
清仓
EUAD
SPINNAKER ETF SERIES
-$205.2K
0
-100%
增持
BSMV
INVESCO EXCH TRD SLF IDX FD
+$203.7K
201,991
+6%
清仓
XLV
SELECT SECTOR SPDR TR
-$201.6K
0
-100%
增持
BSMU
INVESCO EXCH TRD SLF IDX FD
+$198.1K
186,295
+6%
增持
—
ACCENTURE PLC IRELAND
-$196.9K
8,168
+21%
减持
META
META PLATFORMS INC
-$189.7K
1,256
-9%
增持
BSSX
INVESCO EXCH TRD SLF IDX FD
+$187.6K
144,742
+7%
减持
NVDA
NVIDIA CORPORATION
-$182.8K
10,187
-3%
增持
BLK
BLACKROCK INC
-$167.0K
2,256
+3%
增持
MCD
MCDONALDS CORP
+$163.7K
8,448
+5%
减持
AMZN
AMAZON COM INC
-$160.3K
6,087
-2%
增持
WSM
WILLIAMS SONOMA INC
+$155.7K
18,252
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$150.7K
31,716
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$143.2K
3,590
-5%
增持
DG
DOLLAR GEN CORP NEW
-$140.1K
16,457
+4%
增持
IBDS
ISHARES TR
+$136.1K
145,628
+4%
减持
GOOGL
ALPHABET INC
-$135.1K
4,523
-1%
减持
SCHD
SCHWAB STRATEGIC TR
+$135.0K
49,035
-2%
增持
IBDY
ISHARES TR
+$133.2K
128,541
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$130.2K
18,404
+2%
增持
IBDT
ISHARES TR
+$126.1K
139,779
+4%
增持
AMAT
APPLIED MATLS INC
+$125.0K
1,213
+8%
增持
IBDU
ISHARES TR
+$119.5K
152,340
+4%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$118.3K
15,205
-30%
增持
ABBV
ABBVIE INC
-$116.6K
12,274
+1%
增持
NKE
NIKE INC
+$115.9K
26,446
+32%
增持
IBDV
ISHARES TR
+$114.5K
162,299
+4%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$114.3K
4,696
-9%
增持
VOO
VANGUARD INDEX FDS
+$106.5K
21,988
+6%
增持
IBDW
ISHARES TR
+$105.5K
170,410
+4%
增持
MET
METLIFE INC
-$104.8K
27,962
+6%
减持
V
VISA INC
-$103.1K
1,547
-5%
增持
IBDR
ISHARES TR
+$102.1K
142,738
+3%
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
-$92.9K
14,814
-11%
减持
VLO
VALERO ENERGY CORP
+$91.4K
2,000
-19%
增持
VTEB
VANGUARD MUN BD FDS
+$90.1K
46,481
+5%
减持
GOOG
ALPHABET INC
-$83.3K
3,045
-0%
增持
HD
HOME DEPOT INC
+$77.9K
5,748
+9%
减持
VUG
VANGUARD INDEX FDS
-$76.4K
656
-12%
减持
ONEY
SPDR SER TR
+$75.8K
12,784
-0%
减持
WMT
WALMART INC
+$75.7K
8,071
-3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$75.6K
5,880
-0%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$75.3K
1,639
-10%
增持
CMI
CUMMINS INC
+$72.4K
1,923
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$71.5K
2,049
-0%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$66.7K
125,313
+2%
增持
ORCL
ORACLE CORP
-$64.2K
1,479
+2%
增持
DGRS
WISDOMTREE TR
+$64.2K
16,225
+1%
减持
LLY
ELI LILLY & CO
-$63.7K
321
-4%
增持
PNC
PNC FINL SVCS GROUP INC
+$63.2K
9,286
+4%
减持
IDV
ISHARES TR
-$61.6K
18,815
-14%
减持
SPSM
SPDR SER TR
-$58.6K
6,731
-18%
减持
WMB
WILLIAMS COS INC
+$57.0K
7,284
-7%
减持
COST
COSTCO WHSL CORP NEW
+$55.6K
453
-1%
减持
VST
VISTRA CORP
-$52.6K
1,643
-12%
增持
IBDX
ISHARES TR
+$52.1K
137,642
+3%
增持
AOS
SMITH A O CORP
+$52.0K
27,677
+4%
增持
IWD
ISHARES TR
+$50.0K
13,178
+0%
增持
ABT
ABBOTT LABS
-$48.0K
3,502
+8%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$44.7K
51,474
+4%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$41.1K
4,742
-14%
增持
PEP
PEPSICO INC
+$38.9K
2,978
+1%
减持
DVY
ISHARES TR
-$35.6K
10,321
-9%
减持
IWF
ISHARES TR
-$33.7K
699
-0%
增持
MA
MASTERCARD INCORPORATED
-$33.2K
482
+0%
