Concord Wealth Partners
ABINGDON VA · SEC CIK 0001814214
$8.73亿2026Q2 申报市值
884持仓数
36.5%前十大占比 · 第一大 4.6%
99 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGOV 加仓+$335.21万
MU 重新持有+$308.72万
MRVL 新建仓+$303.88万
AMD 重新持有+$250.97万
CSCO 加仓+$195.46万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$321.62万
IEI 减仓-$289.33万
WSM 重新持有-$283.57万
MCK 减仓-$261.89万
SO 减仓-$221.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $189.06万 | 0.22% | 44,653 | 369 | 0.8% | $1.56万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $184.07万 | 0.21% | 14,542 | 129 | 0.9% | $1.63万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $183.67万 | 0.21% | 20,034 | 1,568 | 8.5% | $14.38万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $175.25万 | 0.20% | 9,198 | 7,387 | 407.9% | $140.74万 | 加仓 |
| D | DOMINION ENERGY INC | $165.36万 | 0.19% | 24,214 | -79 | -0.3% | -$5,395 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $159.04万 | 0.18% | 28,159 | -20,187 | -41.8% | -$114.02万 | 减仓 |
| AFL | AFLAC INC | $150.37万 | 0.17% | 12,825 | 74 | 0.6% | $8,677 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $146.52万 | 0.17% | 5,417 | 294 | 5.7% | $7.95万 | 加仓 |
| WFC | WELLS FARGO & CO | $136.91万 | 0.16% | 16,568 | -290 | -1.7% | -$2.40万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $132.63万 | 0.15% | 32,918 | -13,088 | -28.4% | -$52.73万 | 减仓 |
| IYW | ISHARES TR | $131.41万 | 0.15% | 5,210 | -44 | -0.8% | -$1.11万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $130.79万 | 0.15% | 21,281 | -806 | -3.6% | -$4.95万 | 减仓 |
| ORCL | ORACLE CORP | $128.61万 | 0.15% | 8,776 | 265 | 3.1% | $3.88万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $127.22万 | 0.15% | 1,704 | 5 | 0.3% | $3,733 | 加仓 |
| TDV | PROSHARES TR | $125.52万 | 0.14% | 12,074 | -1,283 | -9.6% | -$13.34万 | 减仓 |
| — | SPDR SERIES TRUST | $125.14万 | 0.14% | 27,009 | -1,992 | -6.9% | -$9.23万 | 减仓 |
| QCOM | QUALCOMM INC | $121.23万 | 0.14% | 6,561 | 401 | 6.5% | $7.41万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $120.67万 | 0.14% | 20,943 | 56 | 0.3% | $3,227 | 加仓 |
| LIN | LINDE PLC | $119.36万 | 0.14% | 2,300 | 89 | 4.0% | $4.62万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $116.38万 | 0.13% | 7,365 | -470 | -6.0% | -$7.43万 | 减仓 |
| PFE | PFIZER INC | $115.09万 | 0.13% | 47,796 | 1,141 | 2.4% | $2.75万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $114.81万 | 0.13% | 27,786 | 27,286 | 5,457.2% | $112.75万 | 重新持有 |
| VCIT | VANGUARD SCOTTSDALE FDS | $111.05万 | 0.13% | 13,436 | 1,091 | 8.8% | $9.02万 | 加仓 |
| PEP | PEPSICO INC | $110.98万 | 0.13% | 8,196 | 83 | 1.0% | $1.12万 | 加仓 |
| BLK | BLACKROCK INC | $110.35万 | 0.13% | 1,148 | 6 | 0.5% | $5,768 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $109.17万 | 0.13% | 5,299 | -29 | -0.5% | -$5,975 | 减仓 |
| CRM | SALESFORCE INC | $108.46万 | 0.12% | 6,923 | -6,636 | -48.9% | -$103.96万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $101.80万 | 0.12% | 1,949 | 45 | 2.4% | $2.35万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $101.60万 | 0.12% | 6,096 | -172 | -2.7% | -$2.87万 | 减仓 |
| SHV | ISHARES TR | $99.77万 | 0.11% | 9,041 | -389 | -4.1% | -$4.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $98.18万 | 0.11% | 1,962 | -114 | -5.5% | -$5.70万 | 减仓 |
| NOW | SERVICENOW INC | $97.13万 | 0.11% | 9,783 | -5,316 | -35.2% | -$52.78万 | 减仓 |
| XOP | SPDR SERIES TRUST | $91.86万 | 0.11% | 5,955 | 5,955 | — | $91.86万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $88.62万 | 0.10% | 34,602 | -1,755 | -4.8% | -$4.49万 | 减仓 |
| IVV | ISHARES TR | $87.38万 | 0.10% | 1,167 | 38 | 3.4% | $2.85万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $82.42万 | 0.09% | 33,574 | -10,470 | -23.8% | -$25.70万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $71.90万 | 0.08% | 2,815 | -91 | -3.1% | -$2.32万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $71.13万 | 0.08% | 2,889 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $69.43万 | 0.08% | 26,181 | 2,739 | 11.7% | $7.26万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $68.88万 | 0.08% | 5,904 | 4,915 | 497.0% | $57.34万 | 重新持有 |
| MO | ALTRIA GROUP INC | $67.56万 | 0.08% | 9,390 | 39 | 0.4% | $2,806 | 加仓 |
| LOW | LOWES COS INC | $63.91万 | 0.07% | 2,899 | 128 | 4.6% | $2.82万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $62.52万 | 0.07% | 11,999 | 47 | 0.4% | $2,449 | 加仓 |
| MPC | MARATHON PETE CORP | $61.59万 | 0.07% | 2,409 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $61.44万 | 0.07% | 8,500 | -418 | -4.7% | -$3.02万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $58.01万 | 0.07% | 8,555 | -33 | -0.4% | -$2,238 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $56.51万 | 0.06% | 9,581 | 1,748 | 22.3% | $10.31万 | 加仓 |
| IWM | ISHARES TR | $55.69万 | 0.06% | 1,853 | 7 | 0.4% | $2,104 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $54.80万 | 0.06% | 4,815 | -202 | -4.0% | -$2.30万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $52.03万 | 0.06% | 1,206 | -422 | -25.9% | -$18.21万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $51.74万 | 0.06% | 7,049 | 4,644 | 193.1% | $34.09万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $50.97万 | 0.06% | 1,252 | 58 | 4.9% | $2.36万 | 加仓 |
| USMV | ISHARES TR | $50.85万 | 0.06% | 5,272 | -391 | -6.9% | -$3.77万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $48.71万 | 0.06% | 6,250 | 23 | 0.4% | $1,793 | 加仓 |
| ASML | ASML HLDG NV | $46.36万 | 0.05% | 233 | 233 | — | $46.36万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $45.83万 | 0.05% | 11,398 | 1,449 | 14.6% | $5.83万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $44.38万 | 0.05% | 21,785 | -747 | -3.3% | -$1.52万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $42.57万 | 0.05% | 10,975 | 2,043 | 22.9% | $7.93万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $41.91万 | 0.05% | 1,131 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $40.88万 | 0.05% | 3,935 | 60 | 1.5% | $6,233 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $39.75万 | 0.05% | 1,312 | -99 | -7.0% | -$3.00万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $38.80万 | 0.04% | 10,413 | 4,214 | 68.0% | $15.70万 | 加仓 |
| EMR | EMERSON ELEC CO | $38.51万 | 0.04% | 2,690 | 269 | 11.1% | $3.85万 | 加仓 |
| XEL | XCEL ENERGY INC | $36.62万 | 0.04% | 4,561 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $36.60万 | 0.04% | 1,228 | -136 | -10.0% | -$4.05万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $36.58万 | 0.04% | 14,333 | -380 | -2.6% | -$9,698 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $36.45万 | 0.04% | 6,667 | 394 | 6.3% | $2.15万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $35.76万 | 0.04% | 1,597 | 143 | 9.8% | $3.20万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $34.53万 | 0.04% | 13,448 | 13,448 | — | $34.53万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $33.03万 | 0.04% | 1,157 | 1 | 0.1% | $286 | 加仓 |
| CSX | CSX CORP | $32.97万 | 0.04% | 6,936 | -1 | -0.0% | -$48 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $32.95万 | 0.04% | 5,335 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $32.73万 | 0.04% | 823 | -4 | -0.5% | -$1,591 | 减仓 |
| IJR | ISHARES TR | $32.58万 | 0.04% | 2,197 | -66 | -2.9% | -$9,787 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $32.54万 | 0.04% | 649 | 97 | 17.6% | $4.86万 | 加仓 |
| JBL | JABIL INC | $32.50万 | 0.04% | 843 | -12 | -1.4% | -$4,626 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $31.74万 | 0.04% | 5,875 | 57 | 1.0% | $3,079 | 加仓 |
| GEV | GE VERNOVA INC | $31.60万 | 0.04% | 269 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $31.26万 | 0.04% | 2,665 | 1,355 | 103.4% | $15.89万 | 重新持有 |
| SYK | STRYKER CORPORATION | $31.16万 | 0.04% | 990 | 109 | 12.4% | $3.43万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $31.10万 | 0.04% | 318 | 89 | 38.9% | $8.71万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.53万 | 0.03% | 639 | -12 | -1.8% | -$5,733 | 减仓 |
| DE | DEERE & CO | $30.51万 | 0.03% | 481 | 80 | 20.0% | $5.07万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $30.43万 | 0.03% | 35,554 | 950 | 2.7% | $8,132 | 加仓 |
| DSI | ISHARES TR | $30.16万 | 0.03% | 2,118 | -76 | -3.5% | -$1.08万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $29.99万 | 0.03% | 2,749 | 324 | 13.4% | $3.53万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $29.59万 | 0.03% | 6,346 | 15 | 0.2% | $699 | 加仓 |
| VXUS | VANGUARD STAR FDS | $29.03万 | 0.03% | 3,396 | 2,930 | 628.8% | $25.05万 | 重新持有 |
| GE | GE AEROSPACE | $28.52万 | 0.03% | 763 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL ETF TRUST | $28.10万 | 0.03% | 5,160 | 59 | 1.2% | $3,213 | 加仓 |
| MTZ | MASTEC INC | $27.29万 | 0.03% | 656 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.15万 | 0.03% | 926 | 4 | 0.4% | $1,173 | 加仓 |
| EEM | ISHARES TR | $26.93万 | 0.03% | 3,936 | -14 | -0.4% | -$958 | 减仓 |
| IYZ | ISHARES TR | $26.63万 | 0.03% | 6,294 | 5,279 | 520.1% | $22.34万 | 重新持有 |
| XLC | SELECT SECTOR SPDR TR | $26.12万 | 0.03% | 2,438 | 1,808 | 287.0% | $19.37万 | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $25.88万 | 0.03% | 3,133 | 1 | 0.0% | $83 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $25.78万 | 0.03% | 770 | 116 | 17.7% | $3.88万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $25.77万 | 0.03% | 1,884 | -185 | -8.9% | -$2.53万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.47万 | 0.03% | 1,076 | 2 | 0.2% | $473 | 加仓 |