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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $372.09万 | 0.48% | 25,761 | 3,320 | 14.8% | $47.95万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $372.33万 | 0.48% | 20,685 | 1,739 | 9.2% | $31.30万 | 加仓 |
| MS | MORGAN STANLEY | $389.91万 | 0.51% | 23,693 | -867 | -3.5% | -$14.27万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $406.97万 | 0.53% | 80,255 | 320 | 0.4% | $1.62万 | 加仓 |
| NOBL | PROSHARES TR | $408.11万 | 0.53% | 38,497 | -332 | -0.9% | -$3.52万 | 减仓 |
| AMGN | AMGEN INC | $409.99万 | 0.53% | 11,653 | 1,818 | 18.5% | $63.96万 | 加仓 |
| HD | HOME DEPOT INC | $411.07万 | 0.53% | 12,499 | 596 | 5.0% | $19.60万 | 加仓 |
| BIL | SPDR SERIES TRUST | $420.13万 | 0.55% | 45,846 | 827 | 1.8% | $7.58万 | 加仓 |
| UNP | UNION PAC CORP | $422.45万 | 0.55% | 17,412 | 2,753 | 18.8% | $66.79万 | 加仓 |
| SO | SOUTHERN CO | $432.75万 | 0.56% | 44,835 | 4,056 | 9.9% | $39.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $447.49万 | 0.58% | 21,629 | 13,597 | 169.3% | $281.32万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $457.53万 | 0.59% | 49,261 | 1,231 | 2.6% | $11.43万 | 加仓 |
| COP | CONOCOPHILLIPS | $465.58万 | 0.60% | 35,271 | 2,516 | 7.7% | $33.21万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $466.25万 | 0.61% | 5,511 | -390 | -6.6% | -$33.00万 | 减仓 |
| AMAT | APPLIED MATLS INC | $471.78万 | 0.61% | 13,803 | 416 | 3.1% | $14.22万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $493.21万 | 0.64% | 20,177 | 287 | 1.4% | $7.02万 | 加仓 |
| KO | COCA COLA CO | $531.96万 | 0.69% | 69,948 | 705 | 1.0% | $5.36万 | 加仓 |
| — | EXXON MOBIL CORP | $591.64万 | 0.77% | 34,872 | -3,145 | -8.3% | -$53.36万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $599.47万 | 0.78% | 176,470 | 5,680 | 3.3% | $19.30万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $601.15万 | 0.78% | 9,946 | 731 | 7.9% | $44.18万 | 加仓 |
| CAT | CATERPILLAR INC | $691.76万 | 0.90% | 9,764 | 672 | 7.4% | $47.61万 | 加仓 |
| META | META PLATFORMS INC | $693.77万 | 0.90% | 12,126 | -434 | -3.5% | -$24.83万 | 减仓 |
| DGRO | ISHARES TR | $705.97万 | 0.92% | 100,594 | -4,733 | -4.5% | -$33.22万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $721.97万 | 0.94% | 89,564 | -2,565 | -2.8% | -$20.68万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $724.37万 | 0.94% | 81,887 | 8,467 | 11.5% | $74.90万 | 加仓 |
| IGRO | ISHARES TR | $764.71万 | 0.99% | 91,287 | 8,808 | 10.7% | $73.78万 | 加仓 |
| GOOGL | ALPHABET INC | $879.82万 | 1.14% | 30,596 | 1,071 | 3.6% | $30.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $905.22万 | 1.17% | 30,773 | 742 | 2.5% | $21.83万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $917.28万 | 1.19% | 88,738 | 3,821 | 4.5% | $39.50万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $920.33万 | 1.19% | 122,400 | 2,719 | 2.3% | $20.44万 | 加仓 |
| AMZN | AMAZON COM INC | $938.57万 | 1.22% | 45,065 | 819 | 1.9% | $17.06万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $982.80万 | 1.28% | 88,966 | 1,591 | 1.8% | $17.58万 | 加仓 |
| AVGO | BROADCOM INC | $1,032.51万 | 1.34% | 33,359 | 1,573 | 4.9% | $48.69万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,153.80万 | 1.50% | 240,977 | 7,979 | 3.4% | $38.20万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $1,159.94万 | 1.51% | 254,362 | 7,994 | 3.2% | $36.45万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,200.84万 | 1.56% | 284,426 | 9,994 | 3.6% | $42.19万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,245.71万 | 1.62% | 175,675 | -548 | -0.3% | -$3.89万 | 减仓 |
| DON | WISDOMTREE TR | $1,246.05万 | 1.62% | 237,162 | 8,160 | 3.6% | $42.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,525.80万 | 1.98% | 41,219 | 513 | 1.3% | $18.99万 | 加仓 |
| AAPL | APPLE INC | $1,739.75万 | 2.26% | 68,551 | 3,250 | 5.0% | $82.48万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,999.20万 | 2.59% | 248,102 | 5,491 | 2.3% | $44.25万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,208.66万 | 2.87% | 225,580 | 6,315 | 2.9% | $61.83万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,168.90万 | 4.11% | 541,322 | 541,151 | 316,462.6% | $3,167.90万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $3,255.77万 | 4.23% | 970,711 | 56,989 | 6.2% | $191.14万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $3,257.14万 | 4.23% | 1,136,477 | 63,771 | 5.9% | $182.77万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $3,341.41万 | 4.34% | 1,111,212 | 48,877 | 4.6% | $146.97万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $3,380.59万 | 4.39% | 1,214,293 | 73,743 | 6.5% | $205.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,480.21万 | 4.52% | 199,553 | -1,646 | -0.8% | -$28.71万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $3,484.69万 | 4.52% | 763,350 | 22,372 | 3.0% | $102.13万 | 加仓 |