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 |
|---|---|---|---|---|---|---|---|---|
| SWKS | SKYWORKS SOLUTIONS INC | $45.99万 | 0.06% | 8,588 | 2,503 | 41.1% | $13.40万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $45.99万 | 0.06% | 22,532 | -1,999 | -8.1% | -$4.08万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $46.65万 | 0.06% | 7,833 | -684 | -8.0% | -$4.07万 | 减仓 |
| SPGI | S&P GLOBAL INC | $50.77万 | 0.07% | 1,194 | 68 | 6.0% | $2.89万 | 加仓 |
| USMV | ISHARES TR | $52.52万 | 0.07% | 5,663 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $53.87万 | 0.07% | 5,017 | -342 | -6.4% | -$3.67万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $54.69万 | 0.07% | 8,918 | -9,033 | -50.3% | -$55.39万 | 减仓 |
| MPC | MARATHON PETE CORP | $58.82万 | 0.08% | 2,409 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $60.12万 | 0.08% | 2,889 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $61.42万 | 0.08% | 23,442 | -6,219 | -21.0% | -$16.29万 | 减仓 |
| MO | ALTRIA GROUP INC | $61.71万 | 0.08% | 9,351 | 46 | 0.5% | $3,036 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $61.84万 | 0.08% | 11,952 | -1,541 | -11.4% | -$7.97万 | 减仓 |
| LOW | LOWES COS INC | $65.47万 | 0.08% | 2,771 | -373 | -11.9% | -$8.81万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $73.78万 | 0.10% | 1,129 | 668 | 144.9% | $43.65万 | 加仓 |
| QCOM | QUALCOMM INC | $79.33万 | 0.10% | 6,160 | -86 | -1.4% | -$1.11万 | 减仓 |
| VGT | VANGUARD WORLD FD | $80.59万 | 0.10% | 1,155 | 53 | 4.8% | $3.70万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $88.18万 | 0.11% | 1,904 | -729 | -27.7% | -$33.76万 | 减仓 |
| FLTR | VANECK ETF TRUST | $92.64万 | 0.12% | 36,357 | -1,153 | -3.1% | -$2.94万 | 减仓 |
| IYW | ISHARES TR | $95.32万 | 0.12% | 5,254 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.48万 | 0.13% | 2,076 | -7,549 | -78.4% | -$361.75万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $102.15万 | 0.13% | 12,345 | -210 | -1.7% | -$1.74万 | 减仓 |
| SHV | ISHARES TR | $104.10万 | 0.14% | 9,430 | -282,352 | -96.8% | -$3,116.97万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $104.45万 | 0.14% | 5,328 | 800 | 17.7% | $15.68万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $108.72万 | 0.14% | 6,268 | 584 | 10.3% | $10.13万 | 加仓 |
| LIN | LINDE PLC | $109.61万 | 0.14% | 2,211 | 1,167 | 111.8% | $57.85万 | 加仓 |
| BLK | BLACKROCK INC | $109.79万 | 0.14% | 1,142 | 160 | 16.3% | $15.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $110.50万 | 0.14% | 1,699 | 52 | 3.2% | $3.38万 | 加仓 |
| TDV | PROSHARES TR | $113.15万 | 0.15% | 13,357 | -194 | -1.4% | -$1.64万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $116.04万 | 0.15% | 7,835 | -155 | -1.9% | -$2.30万 | 减仓 |
| — | SPDR SERIES TRUST | $120.88万 | 0.16% | 29,001 | -911 | -3.0% | -$3.80万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $122.63万 | 0.16% | 22,087 | 615 | 2.9% | $3.41万 | 加仓 |
| ORCL | ORACLE CORP | $125.21万 | 0.16% | 8,511 | -1,507 | -15.0% | -$22.17万 | 减仓 |
| PEP | PEPSICO INC | $125.99万 | 0.16% | 8,113 | 164 | 2.1% | $2.55万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $126.45万 | 0.16% | 44,044 | -706 | -1.6% | -$2.03万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $126.68万 | 0.16% | 20,887 | -372 | -1.7% | -$2.26万 | 减仓 |
| PFE | PFIZER INC | $131.01万 | 0.17% | 46,655 | 2,027 | 4.5% | $5.69万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $133.34万 | 0.17% | 5,123 | 1,372 | 36.6% | $35.71万 | 加仓 |
| WFC | WELLS FARGO & CO | $134.21万 | 0.17% | 16,858 | 911 | 5.7% | $7.25万 | 加仓 |
| — | COTERRA ENERGY INC | $138.82万 | 0.18% | 39,504 | 4,197 | 11.9% | $14.75万 | 加仓 |
| AFL | AFLAC INC | $139.89万 | 0.18% | 12,751 | 1,345 | 11.8% | $14.76万 | 加仓 |
| D | DOMINION ENERGY INC | $150.18万 | 0.19% | 24,293 | 2,657 | 12.3% | $16.43万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $156.20万 | 0.20% | 9,743 | 997 | 11.4% | $15.98万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $157.39万 | 0.20% | 18,466 | 1,162 | 6.7% | $9.90万 | 加仓 |
| NOW | SERVICENOW INC | $157.86万 | 0.20% | 15,099 | 5,627 | 59.4% | $58.83万 | 加仓 |
| C | CITIGROUP INC | $164.00万 | 0.21% | 14,461 | 1,791 | 14.1% | $20.31万 | 加仓 |
| BAC | BANK AMERICA CORP | $165.70万 | 0.22% | 33,989 | 1,747 | 5.4% | $8.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $166.33万 | 0.22% | 2,784 | 11 | 0.4% | $6,572 | 加仓 |
| CSCO | CISCO SYS INC | $167.13万 | 0.22% | 21,540 | 2,239 | 11.6% | $17.37万 | 加仓 |
| ABBV | ABBVIE INC | $168.34万 | 0.22% | 7,740 | 351 | 4.8% | $7.63万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $168.88万 | 0.22% | 16,449 | 2,133 | 14.9% | $21.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $172.96万 | 0.22% | 5,391 | -14 | -0.3% | -$4,492 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $181.17万 | 0.24% | 7,474 | 308 | 4.3% | $7.47万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $184.67万 | 0.24% | 46,006 | -14,741 | -24.3% | -$59.17万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $185.00万 | 0.24% | 24,170 | 1,494 | 6.6% | $11.44万 | 加仓 |
| IDV | ISHARES TR | $185.36万 | 0.24% | 43,552 | 2,046 | 4.9% | $8.71万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $185.59万 | 0.24% | 6,679 | 917 | 15.9% | $25.48万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $188.72万 | 0.24% | 14,413 | 1,845 | 14.7% | $24.16万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $191.80万 | 0.25% | 7,088 | 1,733 | 32.4% | $46.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $193.87万 | 0.25% | 3,359 | 6 | 0.2% | $3,463 | 加仓 |
| KLAC | KLA CORP | $202.90万 | 0.26% | 1,378 | -306 | -18.2% | -$45.06万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $211.68万 | 0.27% | 44,165 | 2,524 | 6.1% | $12.10万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $222.31万 | 0.29% | 44,284 | 3,378 | 8.3% | $16.96万 | 加仓 |
| INTU | INTUIT | $225.88万 | 0.29% | 5,224 | 1,516 | 40.9% | $65.55万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $227.77万 | 0.30% | 58,462 | 9,707 | 19.9% | $37.82万 | 加仓 |
| HDV | ISHARES TR | $228.30万 | 0.30% | 16,821 | 1,240 | 8.0% | $16.83万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $234.47万 | 0.30% | 178,681 | 31,482 | 21.4% | $41.31万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $235.01万 | 0.31% | 8,057 | 302 | 3.9% | $8.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $243.03万 | 0.32% | 34,166 | 2,674 | 8.5% | $19.02万 | 加仓 |
| FLXR | TCW ETF TRUST | $245.63万 | 0.32% | 62,548 | 19,249 | 44.5% | $75.59万 | 加仓 |
| TJX | TJX COS INC NEW | $246.14万 | 0.32% | 15,413 | 482 | 3.2% | $7.70万 | 加仓 |
| CRM | SALESFORCE INC | $253.11万 | 0.33% | 13,559 | 2,591 | 23.6% | $48.37万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $266.35万 | 0.35% | 59,032 | -5,973 | -9.2% | -$26.95万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $268.14万 | 0.35% | 43,192 | -103 | -0.2% | -$6,394 | 减仓 |
| CB | CHUBB LTD SWITZ | $271.80万 | 0.35% | 8,339 | 198 | 2.4% | $6.45万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $274.03万 | 0.36% | 48,346 | 23,823 | 97.1% | $135.03万 | 加仓 |
| SMH | VANECK ETF TRUST | $277.74万 | 0.36% | 7,244 | -509 | -6.6% | -$19.52万 | 减仓 |
| RTX | RTX CORPORATION | $278.47万 | 0.36% | 14,436 | 10,279 | 247.3% | $198.28万 | 加仓 |
| DIS | DISNEY WALT CO | $280.34万 | 0.36% | 29,087 | 1,740 | 6.4% | $16.77万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $280.71万 | 0.36% | 73,369 | 706 | 1.0% | $2.70万 | 加仓 |
| GOOG | ALPHABET INC | $283.80万 | 0.37% | 9,893 | -466 | -4.5% | -$13.37万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $292.08万 | 0.38% | 95,202 | -12,150 | -11.3% | -$37.28万 | 减仓 |
| CVS | CVS HEALTH CORP | $293.73万 | 0.38% | 40,899 | 2,871 | 7.5% | $20.62万 | 加仓 |
| MCD | MCDONALDS CORP | $294.23万 | 0.38% | 9,467 | 2,181 | 29.9% | $67.78万 | 加仓 |
| GWW | WW GRAINGER INC | $296.81万 | 0.39% | 2,721 | 271 | 11.1% | $29.56万 | 加仓 |
| SGOV | ISHARES TR | $304.35万 | 0.40% | 30,235 | 5,575 | 22.6% | $56.12万 | 加仓 |
| LLY | ELI LILLY & CO | $309.50万 | 0.40% | 3,365 | -280 | -7.7% | -$25.75万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $312.94万 | 0.41% | 6,263 | 365 | 6.2% | $18.24万 | 加仓 |
| MCK | MCKESSON CORP | $317.07万 | 0.41% | 3,664 | -188 | -4.9% | -$16.27万 | 减仓 |
| IEI | ISHARES TR | $317.47万 | 0.41% | 26,768 | 7,897 | 41.8% | $93.66万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $318.11万 | 0.41% | 3,192 | -123 | -3.7% | -$12.26万 | 减仓 |
| TFC | TRUIST FINL CORP | $321.07万 | 0.42% | 69,844 | -3 | -0.0% | -$138 | 减仓 |
| TSLA | TESLA INC | $330.12万 | 0.43% | 8,880 | 344 | 4.0% | $12.79万 | 加仓 |
| — | ISHARES INC | $343.66万 | 0.45% | 71,204 | 4,395 | 6.6% | $21.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $347.07万 | 0.45% | 89,313 | 6,002 | 7.2% | $23.32万 | 加仓 |
| DVYE | ISHARES INC | $354.34万 | 0.46% | 103,066 | 6,843 | 7.1% | $23.53万 | 加仓 |
| WMT | WALMART INC | $363.54万 | 0.47% | 29,251 | 73 | 0.3% | $9,073 | 加仓 |
| V | VISA INC | $364.06万 | 0.47% | 12,045 | 2,244 | 22.9% | $67.82万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $369.22万 | 0.48% | 17,281 | 206 | 1.2% | $4.40万 | 加仓 |
| ETN | EATON CORP PLC | $369.48万 | 0.48% | 10,330 | 2,609 | 33.8% | $93.32万 | 加仓 |