Concord Wealth Partners
ABINGDON VA · SEC CIK 0001814214
$8.73亿2026Q2 申报市值
884持仓数
36.5%前十大占比 · 第一大 4.6%
99 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGOV 加仓+$335.21万
MU 重新持有+$308.72万
MRVL 新建仓+$303.88万
AMD 重新持有+$250.97万
CSCO 加仓+$195.46万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$321.62万
IEI 减仓-$289.33万
WSM 重新持有-$283.57万
MCK 减仓-$261.89万
SO 减仓-$221.76万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4,006.28万 | 4.59% | 200,224 | 671 | 0.3% | $13.43万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,901.86万 | 4.47% | 774,332 | 10,982 | 1.4% | $55.34万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $3,529.58万 | 4.04% | 1,262,818 | 48,525 | 4.0% | $135.63万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $3,422.68万 | 3.92% | 1,140,512 | 29,300 | 2.6% | $87.93万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $3,374.50万 | 3.86% | 1,188,621 | 52,144 | 4.6% | $148.04万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $3,373.83万 | 3.86% | 1,008,318 | 37,607 | 3.9% | $125.83万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,308.95万 | 3.79% | 568,549 | 27,227 | 5.0% | $158.46万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,579.62万 | 2.95% | 216,793 | -8,787 | -3.9% | -$104.56万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,391.50万 | 2.74% | 247,850 | -252 | -0.1% | -$2.43万 | 减仓 |
| AAPL | APPLE INC | $2,017.22万 | 2.31% | 69,713 | 1,162 | 1.7% | $33.62万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,441.56万 | 1.65% | 175,929 | 254 | 0.1% | $2.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,422.02万 | 1.63% | 38,122 | -3,097 | -7.5% | -$115.52万 | 减仓 |
| DON | WISDOMTREE TR | $1,326.05万 | 1.52% | 234,616 | -2,546 | -1.1% | -$14.39万 | 减仓 |
| AVGO | BROADCOM INC | $1,284.54万 | 1.47% | 34,005 | 646 | 1.9% | $24.40万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $1,210.39万 | 1.39% | 263,359 | 8,997 | 3.5% | $41.35万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,190.04万 | 1.36% | 281,934 | -2,492 | -0.9% | -$10.52万 | 减仓 |
| GOOGL | ALPHABET INC | $1,162.75万 | 1.33% | 32,536 | 1,940 | 6.3% | $69.33万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,158.35万 | 1.33% | 242,586 | 1,609 | 0.7% | $7.68万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,150.45万 | 1.32% | 127,686 | 5,286 | 4.3% | $47.63万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,125.26万 | 1.29% | 90,194 | 1,228 | 1.4% | $15.32万 | 加仓 |
| AMZN | AMAZON COM INC | $1,058.18万 | 1.21% | 44,398 | -667 | -1.5% | -$15.90万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,046.44万 | 1.20% | 92,704 | 3,966 | 4.5% | $44.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,014.61万 | 1.16% | 30,997 | 224 | 0.7% | $7.33万 | 加仓 |
| CAT | CATERPILLAR INC | $1,002.78万 | 1.15% | 9,417 | -347 | -3.6% | -$36.95万 | 减仓 |
| AMAT | APPLIED MATLS INC | $914.26万 | 1.05% | 12,645 | -1,158 | -8.4% | -$83.73万 | 减仓 |
| IGRO | ISHARES TR | $794.11万 | 0.91% | 90,312 | -975 | -1.1% | -$8.57万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $768.06万 | 0.88% | 84,208 | -5,356 | -6.0% | -$48.85万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $759.78万 | 0.87% | 81,365 | -522 | -0.6% | -$4.87万 | 减仓 |
| DGRO | ISHARES TR | $733.24万 | 0.84% | 96,747 | -3,847 | -3.8% | -$29.16万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $694.05万 | 0.79% | 16,017 | -1,264 | -7.3% | -$54.77万 | 减仓 |
| META | META PLATFORMS INC | $680.63万 | 0.78% | 12,083 | -43 | -0.4% | -$2.42万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $656.88万 | 0.75% | 178,307 | 1,837 | 1.0% | $6.77万 | 加仓 |
| SGOV | ISHARES TR | $639.59万 | 0.73% | 63,533 | 33,298 | 110.1% | $335.21万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $571.67万 | 0.65% | 5,652 | 141 | 2.6% | $14.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $563.92万 | 0.65% | 64,250 | 14,989 | 30.4% | $131.56万 | 加仓 |
| KO | COCA COLA CO | $558.58万 | 0.64% | 68,732 | -1,216 | -1.7% | -$9.88万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $509.41万 | 0.58% | 9,999 | 53 | 0.5% | $2.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $502.21万 | 0.58% | 19,775 | -402 | -2.0% | -$10.21万 | 减仓 |
| MS | MORGAN STANLEY | $500.97万 | 0.57% | 23,965 | 272 | 1.1% | $5.69万 | 加仓 |
| — | EXXON MOBIL CORP | $489.26万 | 0.56% | 35,786 | 914 | 2.6% | $12.50万 | 加仓 |
| CVS | CVS HEALTH CORP | $476.55万 | 0.55% | 46,066 | 5,167 | 12.6% | $53.45万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $474.29万 | 0.54% | 20,670 | -15 | -0.1% | -$3,442 | 减仓 |
| ETN | EATON CORP PLC | $460.94万 | 0.53% | 10,817 | 487 | 4.7% | $20.75万 | 加仓 |
| CSCO | CISCO SYS INC | $448.47万 | 0.51% | 38,181 | 16,641 | 77.3% | $195.46万 | 加仓 |
| BIL | SPDR SERIES TRUST | $443.62万 | 0.51% | 48,409 | 2,563 | 5.6% | $23.49万 | 加仓 |
| LLY | ELI LILLY & CO | $440.55万 | 0.50% | 3,673 | 308 | 9.2% | $36.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $434.82万 | 0.50% | 98,020 | 8,707 | 9.7% | $38.62万 | 加仓 |
| NOBL | PROSHARES TR | $418.71万 | 0.48% | 74,556 | -2,438 | -3.2% | -$13.69万 | 减仓 |
| UNP | UNION PAC CORP | $412.64万 | 0.47% | 15,171 | -2,241 | -12.9% | -$60.95万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $411.26万 | 0.47% | 80,989 | 734 | 0.9% | $3.73万 | 加仓 |
| AMGN | AMGEN INC | $403.55万 | 0.46% | 11,144 | -509 | -4.4% | -$18.43万 | 减仓 |
| V | VISA INC | $398.79万 | 0.46% | 11,623 | -422 | -3.5% | -$14.48万 | 减仓 |
| TSLA | TESLA INC | $394.78万 | 0.45% | 9,386 | 506 | 5.7% | $21.28万 | 加仓 |
| COP | CONOCOPHILLIPS | $393.98万 | 0.45% | 37,897 | 2,626 | 7.4% | $27.30万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $382.12万 | 0.44% | 26,058 | 297 | 1.2% | $4.36万 | 加仓 |
| KLAC | KLA CORP | $377.20万 | 0.43% | 12,502 | -1,278 | -9.3% | -$38.56万 | 减仓 |
| GOOG | ALPHABET INC | $360.42万 | 0.41% | 10,201 | 308 | 3.1% | $10.88万 | 加仓 |
| GWW | WW GRAINGER INC | $349.76万 | 0.40% | 2,571 | -150 | -5.5% | -$20.41万 | 减仓 |
| TFC | TRUIST FINL CORP | $346.97万 | 0.40% | 69,645 | -199 | -0.3% | -$9,914 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $345.32万 | 0.40% | 8,308 | 1,220 | 17.2% | $50.71万 | 加仓 |
| HD | HOME DEPOT INC | $339.75万 | 0.39% | 9,633 | -2,866 | -22.9% | -$101.08万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $339.07万 | 0.39% | 2,938 | 2,675 | 1,017.1% | $308.72万 | 重新持有 |
| DFAU | DIMENSIONAL ETF TRUST | $337.90万 | 0.39% | 65,371 | 6,339 | 10.7% | $32.77万 | 加仓 |
| — | ISHARES INC | $332.19万 | 0.38% | 70,241 | -963 | -1.4% | -$4.55万 | 减仓 |
| SMH | VANECK ETF TRUST | $331.96万 | 0.38% | 5,061 | -2,183 | -30.1% | -$143.18万 | 减仓 |
| DVYE | ISHARES INC | $329.71万 | 0.38% | 102,299 | -767 | -0.7% | -$2.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $327.75万 | 0.38% | 19,772 | -1,857 | -8.6% | -$30.78万 | 减仓 |
| WMT | WALMART INC | $314.73万 | 0.36% | 27,789 | -1,462 | -5.0% | -$16.56万 | 减仓 |
| DIS | DISNEY WALT CO | $311.66万 | 0.36% | 32,380 | 3,293 | 11.3% | $31.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $311.14万 | 0.36% | 6,058 | -205 | -3.3% | -$10.53万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $303.88万 | 0.35% | 10,201 | 10,201 | — | $303.88万 | 新建仓 |
| MCD | MCDONALDS CORP | $298.85万 | 0.34% | 11,056 | 1,589 | 16.8% | $42.95万 | 加仓 |
| CB | CHUBB LIMITED | $293.97万 | 0.34% | 8,627 | 288 | 3.5% | $9.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $283.77万 | 0.32% | 34,463 | 297 | 0.9% | $2.45万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $279.38万 | 0.32% | 4,809 | 4,320 | 883.4% | $250.97万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $276.38万 | 0.32% | 87,157 | -8,045 | -8.5% | -$25.51万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $274.91万 | 0.31% | 40,028 | -3,164 | -7.3% | -$21.73万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $274.00万 | 0.31% | 8,300 | 243 | 3.0% | $8.02万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $271.71万 | 0.31% | 68,476 | -4,893 | -6.7% | -$19.42万 | 减仓 |
| VGT | VANGUARD WORLD FD | $264.22万 | 0.30% | 22,107 | 12,867 | 139.3% | $153.79万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $256.79万 | 0.29% | 6,842 | 163 | 2.4% | $6.12万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $256.72万 | 0.29% | 62,234 | 3,772 | 6.5% | $15.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $256.55万 | 0.29% | 2,742 | -450 | -14.1% | -$42.10万 | 减仓 |
| QQQ | INVESCO QQQ TR | $248.45万 | 0.28% | 3,374 | 15 | 0.4% | $1.10万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $246.59万 | 0.28% | 174,640 | -4,041 | -2.3% | -$5.71万 | 减仓 |
| RTX | RTX CORPORATION | $244.93万 | 0.28% | 12,909 | -1,527 | -10.6% | -$28.97万 | 减仓 |
| TJX | TJX COS INC NEW | $241.37万 | 0.28% | 15,932 | 519 | 3.4% | $7.86万 | 加仓 |
| INTC | INTEL CORP | $239.95万 | 0.27% | 17,185 | 13,338 | 346.7% | $186.24万 | 重新持有 |
| HDV | ISHARES TR | $239.50万 | 0.27% | 87,377 | 3,272 | 3.9% | $8.97万 | 加仓 |
| FLXR | TCW ETF TRUST | $229.72万 | 0.26% | 58,588 | -3,960 | -6.3% | -$15.53万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $226.44万 | 0.26% | 6,119 | 728 | 13.5% | $26.94万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $225.67万 | 0.26% | 46,690 | 2,525 | 5.7% | $12.20万 | 加仓 |
| SO | SOUTHERN CO | $207.35万 | 0.24% | 21,665 | -23,170 | -51.7% | -$221.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $204.14万 | 0.23% | 7,259 | -215 | -2.9% | -$6.05万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $202.26万 | 0.23% | 23,015 | -1,155 | -4.8% | -$10.15万 | 减仓 |
| C | CITIGROUP INC | $198.57万 | 0.23% | 14,187 | -274 | -1.9% | -$3.84万 | 减仓 |
| ABBV | ABBVIE INC | $196.18万 | 0.22% | 7,796 | 56 | 0.7% | $1.41万 | 加仓 |
| BAC | BANK OF AMER CORP | $194.14万 | 0.22% | 34,072 | 83 | 0.2% | $4,729 | 加仓 |
| VOO | VANGUARD INDEX FDS | $192.35万 | 0.22% | 2,801 | 17 | 0.6% | $1.17万 | 加仓 |
| IDV | ISHARES TR | $189.33万 | 0.22% | 45,698 | 2,146 | 4.9% | $8.89万 | 加仓 |