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 |
|---|---|---|---|---|---|---|---|---|
| COLL | COLLEGIUM PHARMACEUTICAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXSM | AXSOME THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INSM | INSMED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TRAEGER INC | $0 | 0.00% | 0 | -134 | -100.0% | -$145 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST I | $0 | 0.00% | 0 | -8 | -100.0% | -$130 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SE | SEA LTD | $0 | 0.00% | 0 | -1 | -100.0% | -$128 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -2 | -100.0% | -$60 | 清仓 |
| FTDR | FRONTDOOR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RELY | REMITLY GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EVH | EVOLENT HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABR | ARBOR REALTY TRUST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARDX | ARDELYX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAND | BANDWIDTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$44 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFG | NATIONAL FUEL GAS CO 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$40 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$39 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WEAVE COMMUNICATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BTCS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$16 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -3 | -100.0% | -$15 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$12 | 清仓 |
| — | VOC ENERGY TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GOPRO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLF | CLEVELAND-CLIFFS INC NEW | $8.51万 | 0.01% | 10,068 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $19.44万 | 0.03% | 11,362 | 426 | 3.9% | $7,289 | 加仓 |
| SPYV | SPDR SERIES TRUST | $20.07万 | 0.03% | 3,548 | -65 | -1.8% | -$3,678 | 减仓 |
| DVY | ISHARES TR | $20.43万 | 0.03% | 1,350 | 11 | 0.8% | $1,665 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $20.50万 | 0.03% | 229 | 229 | — | $20.50万 | 新建仓 |
| SLV | ISHARES SILVER TR | $20.93万 | 0.03% | 3,071 | 5 | 0.2% | $341 | 加仓 |
| MTZ | MASTEC INC | $21.11万 | 0.03% | 656 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $21.23万 | 0.03% | 28,150 | 425 | 1.5% | $3,205 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $21.29万 | 0.03% | 522 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $21.64万 | 0.03% | 763 | 1 | 0.1% | $284 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.01万 | 0.03% | 651 | -9 | -1.4% | -$3,042 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $22.03万 | 0.03% | 6,199 | 8 | 0.1% | $284 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $22.34万 | 0.03% | 9,852 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $22.43万 | 0.03% | 3,950 | -10 | -0.3% | -$568 | 减仓 |
| DE | DEERE & CO | $22.59万 | 0.03% | 401 | 388 | 2,984.6% | $21.86万 | 加仓 |
| JBL | JABIL INC | $22.71万 | 0.03% | 855 | 855 | — | $22.71万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $22.85万 | 0.03% | 2,960 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $22.93万 | 0.03% | 2,425 | -428 | -15.0% | -$4.05万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.10万 | 0.03% | 1,074 | -243 | -18.5% | -$5.23万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $23.11万 | 0.03% | 3,031 | 15 | 0.5% | $1,144 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $23.32万 | 0.03% | 3,647 | -518 | -12.4% | -$3.31万 | 减仓 |
| GEV | GE VERNOVA INC | $23.47万 | 0.03% | 269 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $23.56万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $24.04万 | 0.03% | 1,156 | 2 | 0.2% | $416 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $24.07万 | 0.03% | 1,811 | 1,167 | 181.2% | $15.51万 | 加仓 |
| GLD | SPDR GOLD TR | $24.40万 | 0.03% | 567 | -23 | -3.9% | -$9,900 | 减仓 |
| IGSB | ISHARES TR | $25.20万 | 0.03% | 4,794 | -172 | -3.5% | -$9,040 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $26.02万 | 0.03% | 6,331 | 6,331 | — | $26.02万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $26.33万 | 0.03% | 8,780 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $26.48万 | 0.03% | 1,364 | 727 | 114.1% | $14.11万 | 加仓 |
| DSI | ISHARES TR | $26.59万 | 0.03% | 2,194 | -32 | -1.4% | -$3,878 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $26.72万 | 0.03% | 1,628 | -1,124 | -40.8% | -$18.45万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $26.78万 | 0.03% | 922 | 1 | 0.1% | $290 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.12万 | 0.04% | 2,069 | -1 | -0.0% | -$131 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.13万 | 0.04% | 552 | 471 | 581.5% | $23.15万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $27.54万 | 0.04% | 5,101 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $28.13万 | 0.04% | 2,263 | -42 | -1.8% | -$5,221 | 减仓 |
| CSX | CSX CORP | $28.48万 | 0.04% | 6,937 | -1 | -0.0% | -$41 | 减仓 |
| SYK | STRYKER CORPORATION | $28.96万 | 0.04% | 881 | -233 | -20.9% | -$7.66万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $29.48万 | 0.04% | 34,604 | 916 | 2.7% | $7,804 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.54万 | 0.04% | 1,454 | -8,157 | -84.9% | -$165.74万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $29.99万 | 0.04% | 6,012 | 1,961 | 48.4% | $9.78万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $30.71万 | 0.04% | 5,818 | 2,368 | 68.6% | $12.50万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $31.19万 | 0.04% | 5,335 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $31.30万 | 0.04% | 8,932 | 7,941 | 801.3% | $27.83万 | 加仓 |
| EMR | EMERSON ELEC CO | $31.72万 | 0.04% | 2,421 | 1,745 | 258.1% | $22.86万 | 加仓 |
| — | HONEYWELL INTL INC | $32.51万 | 0.04% | 1,439 | 1,012 | 237.0% | $22.87万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $33.53万 | 0.04% | 1,411 | -93 | -6.2% | -$2.21万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $33.69万 | 0.04% | 9,949 | 875 | 9.6% | $2.96万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $33.96万 | 0.04% | 6,273 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $36.23万 | 0.05% | 4,561 | -61 | -1.3% | -$4,846 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $36.99万 | 0.05% | 1,131 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $37.63万 | 0.05% | 3,875 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $37.69万 | 0.05% | 14,713 | 1,622 | 12.4% | $4.16万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.12万 | 0.05% | 827 | -3,075 | -78.8% | -$141.75万 | 减仓 |
| GLW | CORNING INC | $39.52万 | 0.05% | 2,906 | 1,709 | 142.8% | $23.24万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $43.21万 | 0.06% | 6,227 | 6,227 | — | $43.21万 | 新建仓 |
| IWM | ISHARES TR | $45.78万 | 0.06% | 1,846 | 20 | 1.1% | $4,960 | 加仓 |