13F 机构持仓

Parcion Private Wealth LLC

BELLEVUE WA · SEC CIK 0001801263

2026Q22026Q1 更早 9 个季度 🔒
$26.45亿2026Q2 申报市值
529持仓数
56.1%前十大占比 · 第一大 33.0%
114 / 41新建仓 / 清仓
申报市值走势$26.45亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 33.0%
IEFA 4.9%
DFEM 4.0%
AIRR 2.5%
QQQ 2.3%
MUB 2.0%
AVUV 2.0%
GLDM 1.9%
XLRE 1.8%
DBMF 1.7%

2026Q2 买入最多 按季末市值估算

IVV 加仓+$8.70亿
POWR 新建仓+$4,218.34万
ISHARES ETHEREUM 加仓+$864.69万
UNH 加仓+$722.45万
HUBB 加仓+$619.33万

2026Q2 卖出最多 按季末市值估算

IEFA 减仓-$4,150.34万
IBTM 清仓-$2,049.77万
MPC 减仓-$684.22万
LFST 减仓-$620.40万
OSK 减仓-$548.97万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
IVV ISHARES TR $8.72亿32.98%1,164,982 1,162,14841,007.3% $8.70亿 加仓
IEFA ISHARES TR $1.29亿4.87%1,333,656 -429,731-24.4% -$4,150.34万 减仓
DFEM DIMENSIONAL ETF TRUST $1.06亿4.00%2,602,795 -75,055-2.8% -$305.02万 减仓
AIRR FIRST TR EXCHANGE TRADED FD $6,659.54万2.52%499,778 -16,409-3.2% -$218.65万 减仓
QQQ INVESCO QQQ TR $5,969.03万2.26%81,057 -2,353-2.8% -$173.27万 减仓
MUB ISHARES TR $5,419.51万2.05%503,579 -21,857-4.2% -$235.22万 减仓
AVUV AMERICAN CENTY ETF TR $5,418.22万2.05%434,292 -26,346-5.7% -$328.69万 减仓
GLDM WORLD GOLD TR $4,992.41万1.89%628,609 3,0060.5% $23.87万 加仓
XLRE SELECT SECTOR SPDR TR $4,654.21万1.76%1,057,053 6,3290.6% $27.87万 加仓
DBMF LITMAN GREGORY FDS TR $4,627.22万1.75%1,511,668 -19,146-1.3% -$58.61万 减仓
NVDA NVIDIA CORPORATION $4,500.93万1.70%224,945 6,0312.8% $120.67万 加仓
AAPL APPLE INC $4,420.23万1.67%152,759 2,7611.8% $79.89万 加仓
POWR ISHARES INC $4,218.34万1.59%1,508,705 1,508,705— $4,218.34万 新建仓
GOOGL ALPHABET INC $3,285.05万1.24%91,923 -1,204-1.3% -$43.03万 减仓
BAI BLACKROCK ETF TRUST $3,279.60万1.24%622,079 -92,154-12.9% -$485.84万 减仓
KLAC KLA CORP $3,109.90万1.18%103,076 -3,814-3.6% -$115.07万 减仓
MSFT MICROSOFT CORP $2,963.24万1.12%79,439 2,9413.8% $109.71万 加仓
COIN COINBASE GLOBAL INC $2,932.35万1.11%200,585 770.0% $1.13万 加仓
RSP INVESCO EXCHANGE TRADED FD T $2,763.07万1.04%129,862 -7,359-5.4% -$156.58万 减仓
PCAR PACCAR INC $2,693.59万1.02%224,242 -4,109-1.8% -$49.36万 减仓
IAU ISHARES GOLD TR $2,405.62万0.91%318,583 -10,212-3.1% -$77.11万 减仓
AVGO BROADCOM INC $2,146.83万0.81%56,832 -937-1.6% -$35.40万 减仓
STIP ISHARES TR $2,127.41万0.80%208,243 18,1349.5% $185.26万 加仓
QLTA ISHARES TR $2,023.57万0.76%425,835 15,0823.7% $71.67万 加仓
AMZN AMAZON COM INC $1,892.85万0.72%79,418 5,7877.9% $137.93万 加仓
JPM JPMORGAN CHASE & CO $1,385.34万0.52%42,322 8142.0% $26.64万 加仓
WY WEYERHAEUSER CO $1,367.64万0.52%571,278 2,6040.5% $6.23万 加仓
BAND BANDWIDTH INC $1,191.27万0.45%188,195 -56,293-23.0% -$356.33万 减仓
ETN EATON CORP PLC $1,085.19万0.41%25,467 -912-3.5% -$38.86万 减仓
CMI CUMMINS INC $1,065.60万0.40%14,941 -51-0.3% -$3.64万 减仓
CVX CHEVRON CORPORATION $1,038.88万0.39%62,674 3,5666.0% $59.11万 加仓
AMGN AMGEN INC $1,031.93万0.39%28,497 5341.9% $19.34万 加仓
KO COCA COLA CO $963.72万0.36%118,583 390.0% $3,170 加仓
EEM ISHARES TR $955.62万0.36%139,691 -9,439-6.3% -$64.57万 减仓
COWZ PACER FDS TR $955.21万0.36%153,570 6,2494.2% $38.87万 加仓
ORCL ORACLE CORP $894.03万0.34%61,005 1,4132.4% $20.71万 加仓
CAT CATERPILLAR INC $885.14万0.33%8,312 -27-0.3% -$2.88万 减仓
— ISHARES ETHEREUM TR $879.40万0.33%739,616 727,2395,875.7% $864.69万 加仓
GOOG ALPHABET INC $879.33万0.33%24,887 1,4836.3% $52.40万 加仓
LIN LINDE PLC $877.10万0.33%16,902 1420.8% $7.37万 加仓
TJX TJX COS INC NEW $847.18万0.32%55,920 7441.3% $11.27万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $833.43万0.32%163,257 13,0148.7% $66.44万 加仓
UNH UNITEDHEALTH GROUP INC $826.65万0.31%19,889 17,382693.3% $722.45万 加仓
GRMN GARMIN LTD $809.51万0.31%34,079 -250-0.7% -$5.94万 减仓
LPX LOUISIANA PAC CORP $806.53万0.30%102,534 3860.4% $3.04万 加仓
BLK BLACKROCK INC $805.94万0.30%8,382 550.7% $5.29万 加仓
PG PROCTER & GAMBLE CO $791.04万0.30%53,945 -431-0.8% -$6.32万 减仓
FBND FIDELITY MERRIMACK STR TR $769.69万0.29%169,200 5,3723.3% $24.44万 加仓
EQIX EQUINIX INC $706.77万0.27%6,780 1281.9% $13.34万 加仓
QGRO AMERICAN CENTY ETF TR $690.70万0.26%58,509 1,7743.1% $20.94万 加仓
PNC PNC FINL SVCS GROUP INC $684.73万0.26%27,810 -294-1.0% -$7.24万 减仓
MPWR MONOLITHIC PWR SYS INC $658.09万0.25%4,761 -43-0.9% -$5.94万 减仓
HUBB HUBBELL INC $643.97万0.24%12,308 11,8372,513.2% $619.33万 加仓
INTC INTEL CORP $635.33万0.24%45,501 -22,134-32.7% -$309.06万 减仓
CME CME GROUP INC $634.30万0.24%28,723 23,849489.3% $526.66万 加仓
HD HOME DEPOT INC $630.47万0.24%17,876 1,0396.2% $36.64万 加仓
FCX FREEPORT MCMORAN INC $625.12万0.24%99,399 2,1112.2% $13.28万 加仓
ABT ABBOTT LABORATORIES $622.69万0.24%68,624 1,2071.8% $10.95万 加仓
RMD RESMED INC $606.27万0.23%31,110 -187-0.6% -$3.64万 减仓
SPYM SPDR SERIES TRUST $603.04万0.23%68,621 2,9064.4% $25.54万 加仓
NXST NEXSTAR MEDIA GROUP INC $599.05万0.23%33,543 -587-1.7% -$10.48万 减仓
MCD MCDONALDS CORP $593.71万0.22%21,964 270.1% $7,298 加仓
MU MICRON TECHNOLOGY INC $589.52万0.22%5,107 79818.5% $92.12万 加仓
CRH CRH PLC $573.63万0.22%53,610 -119-0.2% -$1.27万 减仓
BIPC BROOKFIELD INFRASTRUCTURE CO $566.67万0.21%147,186 -3,448-2.3% -$13.27万 减仓
SPSB SPDR SERIES TRUST $559.20万0.21%186,339 40,65127.9% $121.99万 加仓
ALSN ALLISON TRANSMISSION HLDGS I $523.53万0.20%46,437 -9,924-17.6% -$111.88万 减仓
DES WISDOMTREE TR $522.74万0.20%128,500 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $513.54万0.19%5,490 92420.2% $86.43万 加仓
WFC WELLS FARGO & CO $507.37万0.19%61,395 3,5576.1% $29.40万 加仓
BAC BANK OF AMER CORP $491.65万0.19%86,285 1,6532.0% $9.42万 加仓
TSLA TESLA INC $485.96万0.18%11,554 1,93420.1% $81.34万 加仓
MRSH MARSH & MCLENNAN COS INC $481.65万0.18%28,899 -994-3.3% -$16.57万 减仓
KR KROGER CO $470.20万0.18%84,676 -652-0.8% -$3.62万 减仓
DE DEERE & CO $453.42万0.17%7,148 -38-0.5% -$2.41万 减仓
SRE SEMPRA $452.32万0.17%48,789 6331.3% $5.87万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $445.30万0.17%8,899 1,15314.9% $57.69万 加仓
SNX TD SYNNEX CORPORATION $431.89万0.16%16,155 700.4% $1.87万 加仓
SSNC SS&C TECH HLDGS $429.21万0.16%69,172 790.1% $4,902 加仓
SPY STATE STR SPDR S&P 500 ETF T $395.74万0.15%5,299 -724-12.0% -$54.07万 减仓
MRK MERCK & CO INC $394.19万0.15%30,676 6132.0% $7.88万 加仓
ABBV ABBVIE INC $378.77万0.14%15,052 -1,135-7.0% -$28.56万 减仓
ROST ROSS STORES INC $375.66万0.14%17,649 7814.6% $16.62万 加仓
GLD SPDR GOLD TR $344.73万0.13%9,358 -80-0.8% -$2.95万 减仓
LLY ELI LILLY & CO $342.56万0.13%2,856 1043.8% $12.47万 加仓
META META PLATFORMS INC $334.72万0.13%5,942 60411.3% $34.02万 加仓
USB US BANCORP $327.89万0.12%54,287 960.2% $5,798 加仓
UNP UNION PAC CORP $322.43万0.12%11,854 1010.9% $2.75万 加仓
IEMG ISHARES INC $305.70万0.12%36,902 2,4237.0% $20.07万 加仓
SHYG ISHARES TR $304.38万0.12%71,771 1,1841.7% $5.02万 加仓
ROP ROPER TECHNOLOGIES INC $300.37万0.11%8,876 -738-7.7% -$24.97万 减仓
BA BOEING CO $283.86万0.11%13,113 1,1409.5% $24.68万 加仓
AMAT APPLIED MATLS INC $277.00万0.10%3,831 1062.8% $7.66万 加仓
IBM INTERNATIONAL BUSINESS MACHS $273.20万0.10%9,715 7598.5% $21.34万 加仓
JNJ JOHNSON & JOHNSON $272.74万0.10%10,739 1951.8% $4.95万 加仓
FALN ISHARES TR $261.13万0.10%95,864 2,6602.9% $7.25万 加仓
PNW PINNACLE WEST CAP CORP $257.61万0.10%24,076 3401.4% $3.64万 加仓
VRT VERTIV HOLDINGS CO $254.85万0.10%7,612 4296.0% $14.36万 加仓
Q QNITY ELECTRONICS INC $252.79万0.10%15,479 450.3% $7,349 加仓
FIX COMFORT SYS USA INC $251.71万0.10%1,270 11710.1% $23.19万 加仓