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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $167.13万 | 0.22% | 21,540 | 2,239 | 11.6% | $17.37万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $166.33万 | 0.22% | 2,784 | 11 | 0.4% | $6,572 | 加仓 |
| BAC | BANK AMERICA CORP | $165.70万 | 0.22% | 33,989 | 1,747 | 5.4% | $8.52万 | 加仓 |
| C | CITIGROUP INC | $164.00万 | 0.21% | 14,461 | 1,791 | 14.1% | $20.31万 | 加仓 |
| NOW | SERVICENOW INC | $157.86万 | 0.20% | 15,099 | 5,627 | 59.4% | $58.83万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $157.39万 | 0.20% | 18,466 | 1,162 | 6.7% | $9.90万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $156.20万 | 0.20% | 9,743 | 997 | 11.4% | $15.98万 | 加仓 |
| D | DOMINION ENERGY INC | $150.18万 | 0.19% | 24,293 | 2,657 | 12.3% | $16.43万 | 加仓 |
| AFL | AFLAC INC | $139.89万 | 0.18% | 12,751 | 1,345 | 11.8% | $14.76万 | 加仓 |
| — | COTERRA ENERGY INC | $138.82万 | 0.18% | 39,504 | 4,197 | 11.9% | $14.75万 | 加仓 |
| WFC | WELLS FARGO & CO | $134.21万 | 0.17% | 16,858 | 911 | 5.7% | $7.25万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $133.34万 | 0.17% | 5,123 | 1,372 | 36.6% | $35.71万 | 加仓 |
| PFE | PFIZER INC | $131.01万 | 0.17% | 46,655 | 2,027 | 4.5% | $5.69万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $126.68万 | 0.16% | 20,887 | -372 | -1.7% | -$2.26万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $126.45万 | 0.16% | 44,044 | -706 | -1.6% | -$2.03万 | 减仓 |
| PEP | PEPSICO INC | $125.99万 | 0.16% | 8,113 | 164 | 2.1% | $2.55万 | 加仓 |
| ORCL | ORACLE CORP | $125.21万 | 0.16% | 8,511 | -1,507 | -15.0% | -$22.17万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $122.63万 | 0.16% | 22,087 | 615 | 2.9% | $3.41万 | 加仓 |
| — | SPDR SERIES TRUST | $120.88万 | 0.16% | 29,001 | -911 | -3.0% | -$3.80万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $116.04万 | 0.15% | 7,835 | -155 | -1.9% | -$2.30万 | 减仓 |
| TDV | PROSHARES TR | $113.15万 | 0.15% | 13,357 | -194 | -1.4% | -$1.64万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $110.50万 | 0.14% | 1,699 | 52 | 3.2% | $3.38万 | 加仓 |
| BLK | BLACKROCK INC | $109.79万 | 0.14% | 1,142 | 160 | 16.3% | $15.38万 | 加仓 |
| LIN | LINDE PLC | $109.61万 | 0.14% | 2,211 | 1,167 | 111.8% | $57.85万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $108.72万 | 0.14% | 6,268 | 584 | 10.3% | $10.13万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $104.45万 | 0.14% | 5,328 | 800 | 17.7% | $15.68万 | 加仓 |
| SHV | ISHARES TR | $104.10万 | 0.14% | 9,430 | -282,352 | -96.8% | -$3,116.97万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $102.15万 | 0.13% | 12,345 | -210 | -1.7% | -$1.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.48万 | 0.13% | 2,076 | -7,549 | -78.4% | -$361.75万 | 减仓 |
| IYW | ISHARES TR | $95.32万 | 0.12% | 5,254 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $92.64万 | 0.12% | 36,357 | -1,153 | -3.1% | -$2.94万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $88.18万 | 0.11% | 1,904 | -729 | -27.7% | -$33.76万 | 减仓 |
| VGT | VANGUARD WORLD FD | $80.59万 | 0.10% | 1,155 | 53 | 4.8% | $3.70万 | 加仓 |
| QCOM | QUALCOMM INC | $79.33万 | 0.10% | 6,160 | -86 | -1.4% | -$1.11万 | 减仓 |
| IVV | ISHARES TR | $73.78万 | 0.10% | 1,129 | 668 | 144.9% | $43.65万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $65.47万 | 0.08% | 2,771 | -373 | -11.9% | -$8.81万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $61.84万 | 0.08% | 11,952 | -1,541 | -11.4% | -$7.97万 | 减仓 |
| MO | ALTRIA GROUP INC | $61.71万 | 0.08% | 9,351 | 46 | 0.5% | $3,036 | 加仓 |
| PYLD | PIMCO ETF TR | $61.42万 | 0.08% | 23,442 | -6,219 | -21.0% | -$16.29万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $60.12万 | 0.08% | 2,889 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $58.82万 | 0.08% | 2,409 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $54.69万 | 0.07% | 8,918 | -9,033 | -50.3% | -$55.39万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $53.87万 | 0.07% | 5,017 | -342 | -6.4% | -$3.67万 | 减仓 |
| USMV | ISHARES TR | $52.52万 | 0.07% | 5,663 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $50.77万 | 0.07% | 1,194 | 68 | 6.0% | $2.89万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $46.65万 | 0.06% | 7,833 | -684 | -8.0% | -$4.07万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $45.99万 | 0.06% | 22,532 | -1,999 | -8.1% | -$4.08万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $45.99万 | 0.06% | 8,588 | 2,503 | 41.1% | $13.40万 | 加仓 |
| IWM | ISHARES TR | $45.78万 | 0.06% | 1,846 | 20 | 1.1% | $4,960 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $43.21万 | 0.06% | 6,227 | 6,227 | — | $43.21万 | 新建仓 |
| GLW | CORNING INC | $39.52万 | 0.05% | 2,906 | 1,709 | 142.8% | $23.24万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.12万 | 0.05% | 827 | -3,075 | -78.8% | -$141.75万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $37.69万 | 0.05% | 14,713 | 1,622 | 12.4% | $4.16万 | 加仓 |
| EFA | ISHARES TR | $37.63万 | 0.05% | 3,875 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $36.99万 | 0.05% | 1,131 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $36.23万 | 0.05% | 4,561 | -61 | -1.3% | -$4,846 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $33.96万 | 0.04% | 6,273 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $33.69万 | 0.04% | 9,949 | 875 | 9.6% | $2.96万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $33.53万 | 0.04% | 1,411 | -93 | -6.2% | -$2.21万 | 减仓 |
| — | HONEYWELL INTL INC | $32.51万 | 0.04% | 1,439 | 1,012 | 237.0% | $22.87万 | 加仓 |
| EMR | EMERSON ELEC CO | $31.72万 | 0.04% | 2,421 | 1,745 | 258.1% | $22.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.30万 | 0.04% | 8,932 | 7,941 | 801.3% | $27.83万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $31.19万 | 0.04% | 5,335 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $30.71万 | 0.04% | 5,818 | 2,368 | 68.6% | $12.50万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $29.99万 | 0.04% | 6,012 | 1,961 | 48.4% | $9.78万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.54万 | 0.04% | 1,454 | -8,157 | -84.9% | -$165.74万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $29.48万 | 0.04% | 34,604 | 916 | 2.7% | $7,804 | 加仓 |
| SYK | STRYKER CORPORATION | $28.96万 | 0.04% | 881 | -233 | -20.9% | -$7.66万 | 减仓 |
| CSX | CSX CORP | $28.48万 | 0.04% | 6,937 | -1 | -0.0% | -$41 | 减仓 |
| IJR | ISHARES TR | $28.13万 | 0.04% | 2,263 | -42 | -1.8% | -$5,221 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $27.54万 | 0.04% | 5,101 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.13万 | 0.04% | 552 | 471 | 581.5% | $23.15万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.12万 | 0.04% | 2,069 | -1 | -0.0% | -$131 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $26.78万 | 0.03% | 922 | 1 | 0.1% | $290 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $26.72万 | 0.03% | 1,628 | -1,124 | -40.8% | -$18.45万 | 减仓 |
| DSI | ISHARES TR | $26.59万 | 0.03% | 2,194 | -32 | -1.4% | -$3,878 | 减仓 |
| TXN | TEXAS INSTRS INC | $26.48万 | 0.03% | 1,364 | 727 | 114.1% | $14.11万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $26.33万 | 0.03% | 8,780 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $26.02万 | 0.03% | 6,331 | 6,331 | — | $26.02万 | 新建仓 |
| IGSB | ISHARES TR | $25.20万 | 0.03% | 4,794 | -172 | -3.5% | -$9,040 | 减仓 |
| GLD | SPDR GOLD TR | $24.40万 | 0.03% | 567 | -23 | -3.9% | -$9,900 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $24.07万 | 0.03% | 1,811 | 1,167 | 181.2% | $15.51万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $24.04万 | 0.03% | 1,156 | 2 | 0.2% | $416 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $23.56万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.47万 | 0.03% | 269 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $23.32万 | 0.03% | 3,647 | -518 | -12.4% | -$3.31万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $23.11万 | 0.03% | 3,031 | 15 | 0.5% | $1,144 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.10万 | 0.03% | 1,074 | -243 | -18.5% | -$5.23万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $22.93万 | 0.03% | 2,425 | -428 | -15.0% | -$4.05万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $22.85万 | 0.03% | 2,960 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $22.71万 | 0.03% | 855 | 855 | — | $22.71万 | 新建仓 |
| DE | DEERE & CO | $22.59万 | 0.03% | 401 | 388 | 2,984.6% | $21.86万 | 加仓 |
| EEM | ISHARES TR | $22.43万 | 0.03% | 3,950 | -10 | -0.3% | -$568 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $22.34万 | 0.03% | 9,852 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $22.03万 | 0.03% | 6,199 | 8 | 0.1% | $284 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.01万 | 0.03% | 651 | -9 | -1.4% | -$3,042 | 减仓 |
| GE | GE AEROSPACE | $21.64万 | 0.03% | 763 | 1 | 0.1% | $284 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $21.29万 | 0.03% | 522 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $21.23万 | 0.03% | 28,150 | 425 | 1.5% | $3,205 | 加仓 |