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 |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR | $25.04万 | 0.03% | 2,132 | -24,636 | -92.0% | -$289.33万 | 减仓 |
| XSW | SPDR SERIES TRUST | $24.95万 | 0.03% | 1,452 | 1,452 | — | $24.95万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $24.66万 | 0.03% | 31,296 | 3,146 | 11.2% | $2.48万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $24.55万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $24.16万 | 0.03% | 4,610 | -184 | -3.8% | -$9,644 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $23.82万 | 0.03% | 3,624 | -23 | -0.6% | -$1,512 | 减仓 |
| MGK | VANGUARD WORLD FD | $23.39万 | 0.03% | 2,660 | 2,129 | 400.9% | $18.72万 | 重新持有 |
| VSDB | VANGUARD MALVERN FDS | $23.36万 | 0.03% | 3,060 | 29 | 1.0% | $2,214 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $22.78万 | 0.03% | 8,780 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $22.74万 | 0.03% | 1,770 | 410 | 30.1% | $5.27万 | 重新持有 |
| BIV | VANGUARD BD INDEX FDS | $22.55万 | 0.03% | 2,940 | -20 | -0.7% | -$1,534 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $22.30万 | 0.03% | 9,852 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $21.36万 | 0.02% | 1,366 | 16 | 1.2% | $2,502 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $20.98万 | 0.02% | 5,227 | 5,187 | 12,967.5% | $20.82万 | 重新持有 |
| GLD | SPDR GOLD TR | $20.89万 | 0.02% | 567 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $20.72万 | 0.02% | 410 | 0 | 0.0% | — | 重新持有 |
| ESGV | VANGUARD WORLD FD | $20.66万 | 0.02% | 1,562 | 0 | 0.0% | — | 重新持有 |
| XT | ISHARES TR | $20.10万 | 0.02% | 2,433 | -384 | -13.6% | -$3.17万 | 重新持有 |
| NVS | NOVARTIS AG | $19.81万 | 0.02% | 1,264 | -23 | -1.8% | -$3,605 | 重新持有 |
| PDI | PIMCO DYNAMIC INCOME FD | $19.75万 | 0.02% | 11,828 | 466 | 4.1% | $7,782 | 加仓 |
| IJH | ISHARES TR | $19.34万 | 0.02% | 2,508 | -142 | -5.4% | -$1.10万 | 重新持有 |
| VOE | VANGUARD INDEX FDS | $19.30万 | 0.02% | 977 | 520 | 113.8% | $10.27万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $19.14万 | 0.02% | 2,110 | -14,339 | -87.2% | -$130.09万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $18.52万 | 0.02% | 7,278 | 137 | 1.9% | $3,485 | 重新持有 |
| ARTY | ISHARES TR | $18.42万 | 0.02% | 2,419 | 0 | 0.0% | — | 重新持有 |
| HYD | VANECK ETF TRUST | $18.33万 | 0.02% | 3,558 | 62 | 1.8% | $3,194 | 重新持有 |
| VIK | VIKING HOLDINGS LTD | $18.31万 | 0.02% | 1,749 | 1,749 | — | $18.31万 | 新建仓 |
| DFIP | DIMENSIONAL ETF TRUST | $18.04万 | 0.02% | 4,373 | 1,393 | 46.7% | $5.75万 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $18.02万 | 0.02% | 2,965 | -583 | -16.4% | -$3.54万 | 减仓 |
| NGG | NATIONAL GRID PLC | $17.92万 | 0.02% | 2,162 | 30 | 1.4% | $2,487 | 重新持有 |
| EUSA | ISHARES INC | $17.13万 | 0.02% | 1,500 | 0 | 0.0% | — | 重新持有 |
| STIP | ISHARES TR | $16.73万 | 0.02% | 1,637 | 1,637 | — | $16.73万 | 新建仓 |
| — | BNY MELLON ETF TRUST II | $16.70万 | 0.02% | 4,477 | -738 | -14.2% | -$2.75万 | 重新持有 |
| COHR | COHERENT CORP | $16.64万 | 0.02% | 422 | 422 | — | $16.64万 | 新建仓 |
| HYLB | DBX ETF TR | $16.63万 | 0.02% | 4,554 | 121 | 2.7% | $4,419 | 重新持有 |
| SLV | ISHARES SILVER TR | $16.43万 | 0.02% | 3,072 | 1 | 0.0% | $53 | 加仓 |
| IDXX | IDEXX LABS INC | $16.37万 | 0.02% | 311 | 0 | 0.0% | — | 重新持有 |
| AMT | AMERICAN TOWER CORP | $16.31万 | 0.02% | 997 | 2 | 0.2% | $327 | 重新持有 |
| HON | HONEYWELL INTL INC | $16.00万 | 0.02% | 715 | -724 | -50.3% | -$16.20万 | 减仓 |
| YUM | YUM BRANDS INC | $15.99万 | 0.02% | 1,000 | 0 | 0.0% | — | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $15.79万 | 0.02% | 714 | 714 | — | $15.79万 | 新建仓 |
| CI | THE CIGNA GROUP | $15.75万 | 0.02% | 571 | -1,658 | -74.4% | -$45.75万 | 重新持有 |
| IJJ | ISHARES TR | $15.68万 | 0.02% | 1,062 | 8 | 0.8% | $1,181 | 重新持有 |
| PAVE | GLOBAL X FDS | $15.43万 | 0.02% | 2,618 | 175 | 7.2% | $1.03万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $15.27万 | 0.02% | 2,875 | 1,679 | 140.4% | $8.92万 | 重新持有 |
| VTIP | VANGUARD MALVERN FDS | $15.13万 | 0.02% | 3,013 | 3,013 | — | $15.13万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $15.06万 | 0.02% | 2,810 | 610 | 27.7% | $3.27万 | 重新持有 |
| HYG | ISHARES TR | $15.00万 | 0.02% | 1,876 | 47 | 2.6% | $3,758 | 重新持有 |
| MCK | MCKESSON CORP | $14.96万 | 0.02% | 198 | -3,466 | -94.6% | -$261.89万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $14.71万 | 0.02% | 2,064 | 213 | 11.5% | $1.52万 | 重新持有 |
| BNDX | VANGUARD CHARLOTTE FDS | $14.61万 | 0.02% | 3,016 | 2,992 | 12,466.7% | $14.49万 | 重新持有 |
| SNDK | SANDISK CORP | $14.55万 | 0.02% | 64 | -16 | -20.0% | -$3.64万 | 重新持有 |
| IEFA | ISHARES TR | $14.54万 | 0.02% | 1,505 | -297 | -16.5% | -$2.87万 | 重新持有 |
| NULV | NUSHARES ETF TR | $14.45万 | 0.02% | 2,890 | -1,980 | -40.7% | -$9.90万 | 重新持有 |
| VOT | VANGUARD INDEX FDS | $14.44万 | 0.02% | 471 | 13 | 2.8% | $3,986 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $14.13万 | 0.02% | 632 | 0 | 0.0% | — | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $14.11万 | 0.02% | 2,790 | -3,222 | -53.6% | -$16.29万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $14.06万 | 0.02% | 847 | 0 | 0.0% | — | 重新持有 |
| TTMI | TTM TECHNOLOGIES INC | $13.65万 | 0.02% | 730 | -270 | -27.0% | -$5.05万 | 重新持有 |
| MMM | 3M CO | $13.59万 | 0.02% | 839 | 100 | 13.5% | $1.62万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $13.56万 | 0.02% | 4,006 | 0 | 0.0% | — | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $13.32万 | 0.02% | 2,004 | 2,004 | — | $13.32万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $13.26万 | 0.02% | 1,934 | -444 | -18.7% | -$3.04万 | 重新持有 |
| — | FIDELITY COVINGTON TRUST | $13.10万 | 0.02% | 2,399 | -62 | -2.5% | -$3,386 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $12.90万 | 0.01% | 444 | 395 | 806.1% | $11.48万 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $12.73万 | 0.01% | 1,184 | 24 | 2.1% | $2,580 | 重新持有 |
| DTE | DTE ENERGY CO | $12.51万 | 0.01% | 821 | 0 | 0.0% | — | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $12.46万 | 0.01% | 195 | -45 | -18.8% | -$2.87万 | 重新持有 |
| B | BARRICK MNG CORP | $12.34万 | 0.01% | 3,361 | 2,132 | 173.5% | $7.83万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $12.08万 | 0.01% | 6,316 | -1,808 | -22.3% | -$3.46万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $11.90万 | 0.01% | 534 | 1 | 0.2% | $223 | 重新持有 |
| CGNX | COGNEX CORP | $11.88万 | 0.01% | 1,640 | 1,508 | 1,142.4% | $10.92万 | 重新持有 |
| T | AT&T INC | $11.79万 | 0.01% | 5,694 | -7 | -0.1% | -$145 | 重新持有 |
| MTD | METTLER TOLEDO INTERNATIONAL | $11.75万 | 0.01% | 92 | 0 | 0.0% | — | 重新持有 |
| LOB | LIVE OAK BANCSHARES INC | $11.64万 | 0.01% | 2,850 | 0 | 0.0% | — | 重新持有 |
| AUB | ATLANTIC UN BANKSHARES CORP | $11.54万 | 0.01% | 2,728 | 0 | 0.0% | — | 重新持有 |
| IUSG | ISHARES TR | $11.42万 | 0.01% | 607 | 1 | 0.2% | $188 | 重新持有 |
| IWV | ISHARES TR | $11.22万 | 0.01% | 263 | 1 | 0.4% | $427 | 重新持有 |
| IMCG | ISHARES TR | $11.03万 | 0.01% | 1,122 | 46 | 4.3% | $4,523 | 重新持有 |
| CCJ | CAMECO CORP | $10.99万 | 0.01% | 1,079 | 0 | 0.0% | — | 重新持有 |
| SCHP | SCHWAB STRATEGIC TR | $10.98万 | 0.01% | 4,143 | 4,143 | — | $10.98万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $10.94万 | 0.01% | 1,186 | -218 | -15.5% | -$2.01万 | 重新持有 |
| IWD | ISHARES TR | $10.84万 | 0.01% | 447 | 8 | 1.8% | $1,939 | 重新持有 |
| VONG | VANGUARD SCOTTSDALE FDS | $10.79万 | 0.01% | 844 | 0 | 0.0% | — | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $10.64万 | 0.01% | 312 | -9,431 | -96.8% | -$321.62万 | 减仓 |
| GM | GENERAL MTRS CO | $10.51万 | 0.01% | 1,363 | -20 | -1.4% | -$1,542 | 重新持有 |
| VBK | VANGUARD INDEX FDS | $10.17万 | 0.01% | 278 | -250 | -47.3% | -$9.14万 | 重新持有 |
| HNGE | HINGE HEALTH INC | $9.99万 | 0.01% | 1,204 | 1,204 | — | $9.99万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $9.98万 | 0.01% | 405 | 405 | — | $9.98万 | 新建仓 |
| ESGD | ISHARES TR | $9.94万 | 0.01% | 967 | -52 | -5.1% | -$5,346 | 重新持有 |
| IEMG | ISHARES INC | $9.90万 | 0.01% | 1,195 | -220 | -15.5% | -$1.82万 | 重新持有 |
| IHI | ISHARES TR | $9.59万 | 0.01% | 1,941 | 5 | 0.3% | $247 | 重新持有 |
| VLO | VALERO ENERGY CORP | $9.48万 | 0.01% | 364 | 0 | 0.0% | — | 重新持有 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $9.46万 | 0.01% | 878 | 568 | 183.2% | $6.12万 | 重新持有 |
| CLF | CLEVELAND-CLIFFS INC NEW | $9.45万 | 0.01% | 10,068 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $9.28万 | 0.01% | 685 | 0 | 0.0% | — | 重新持有 |
| FIVE | FIVE BELOW INC | $8.99万 | 0.01% | 500 | 0 | 0.0% | — | 重新持有 |
| FLEX | FLEX LTD | $8.96万 | 0.01% | 553 | 0 | 0.0% | — | 重新持有 |
| NFLX | NETFLIX INC. | $8.84万 | 0.01% | 1,238 | 118 | 10.5% | $8,425 | 重新持有 |
| IJS | ISHARES TR | $8.79万 | 0.01% | 643 | -35 | -5.2% | -$4,786 | 重新持有 |