Concord Wealth Partners
ABINGDON VA · SEC CIK 0001814214
$7.70亿2026Q1 申报市值
207持仓数
38.0%前十大占比 · 第一大 4.5%
4 / 63新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VGSH 加仓+$3,167.90万
CVX 加仓+$281.32万
HYBL 加仓+$205.30万
RTX 加仓+$198.28万
SPIB 加仓+$191.14万
2026Q1 卖出最多 按季末市值估算
SHV 减仓-$3,116.97万
BRK/B 减仓-$361.75万
ADP 减仓-$165.74万
ISRG 减仓-$141.75万
SRLN 减仓-$59.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UFOX | ETF SER SOLUTIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -727 | -100.0% | -$2.72万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVEEN NEW JERSEY QULT MUN F | $0 | 0.00% | 0 | -2,046 | -100.0% | -$2.59万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BP | BP PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -300 | -100.0% | -$2.41万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SFY | TIDAL TRUST I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFEM | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -600 | -100.0% | -$2.06万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSK | GSK PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAMR | LAMAR ADVERTISING CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KR | KROGER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FENI | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROG | ROGERS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTMF | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDRR | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQT | EQT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HPQ | HP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -516 | -100.0% | -$1.58万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EEMV | ISHARES INC | $0 | 0.00% | 0 | -244 | -100.0% | -$1.56万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTS | FORTIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFGR | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AES | AES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KOMP | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FESM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDLO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -193 | -100.0% | -$1.29万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |