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 |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | $21.11万 | 0.03% | 656 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $20.93万 | 0.03% | 3,071 | 5 | 0.2% | $341 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $20.50万 | 0.03% | 229 | 229 | — | $20.50万 | 新建仓 |
| DVY | ISHARES TR | $20.43万 | 0.03% | 1,350 | 11 | 0.8% | $1,665 | 加仓 |
| SPYV | SPDR SERIES TRUST | $20.07万 | 0.03% | 3,548 | -65 | -1.8% | -$3,678 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $19.44万 | 0.03% | 11,362 | 426 | 3.9% | $7,289 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $8.51万 | 0.01% | 10,068 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NULV | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BNY MELLON ETF TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NGG | NATIONAL GRID PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYLB | DBX ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EUSA | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| T | AT&T INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFIP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARTY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFGX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOB | LIVE OAK BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -3,360 | -100.0% | -$9.49万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APPN | APPIAN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IMCG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOVI | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |