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 |
|---|---|---|---|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC | $8.76万 | 0.01% | 750 | -2 | -0.3% | -$234 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $8.66万 | 0.01% | 1,056 | 58 | 5.8% | $4,756 | 重新持有 |
| SPCX | SPACE EXPLORATION TECHN CORP | $8.59万 | 0.01% | 503 | 503 | — | $8.59万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $8.54万 | 0.01% | 538 | -38 | -6.6% | -$6,035 | 重新持有 |
| IJT | ISHARES TR | $8.33万 | 0.01% | 466 | -8 | -1.7% | -$1,430 | 重新持有 |
| HRL | HORMEL FOODS CORP | $8.18万 | 0.01% | 3,294 | 88 | 2.7% | $2,184 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $8.13万 | 0.01% | 1,517 | 914 | 151.6% | $4.90万 | 重新持有 |
| SCYB | SCHWAB STRATEGIC TR | $8.13万 | 0.01% | 3,105 | 3,105 | — | $8.13万 | 新建仓 |
| WAB | WABTEC | $8.10万 | 0.01% | 300 | 299 | 29,900.0% | $8.07万 | 重新持有 |
| VWO | VANGUARD INTL EQUITY INDEX F | $8.07万 | 0.01% | 1,351 | -740 | -35.4% | -$4.42万 | 重新持有 |
| KRYS | KRYSTAL BIOTECH INC | $7.91万 | 0.01% | 213 | 213 | — | $7.91万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.82万 | 0.01% | 81 | -19 | -19.0% | -$1.83万 | 重新持有 |
| TLT | ISHARES TR | $7.67万 | 0.01% | 888 | 0 | 0.0% | — | 重新持有 |
| VBIL | VANGUARD INSTL INDEX FD | $7.59万 | 0.01% | 1,003 | 1,003 | — | $7.59万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $7.51万 | 0.01% | 684 | 0 | 0.0% | — | 重新持有 |
| IGM | ISHARES TR | $7.46万 | 0.01% | 456 | -37 | -7.5% | -$6,056 | 重新持有 |
| USHY | ISHARES TR | $7.36万 | 0.01% | 1,987 | 0 | 0.0% | — | 重新持有 |
| QTUM | ETF SER SOLUTIONS | $7.33万 | 0.01% | 443 | 0 | 0.0% | — | 重新持有 |
| TEL | TE CONNECTIVITY PLC | $7.29万 | 0.01% | 361 | 1 | 0.3% | $202 | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $7.20万 | 0.01% | 389 | -76 | -16.3% | -$1.41万 | 重新持有 |
| MDU | MDU RES GROUP INC | $7.19万 | 0.01% | 3,389 | 0 | 0.0% | — | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $7.18万 | 0.01% | 492 | -69 | -12.3% | -$1.01万 | 重新持有 |
| KNF | KNIFE RIVER CORP | $7.09万 | 0.01% | 847 | 0 | 0.0% | — | 重新持有 |
| APPN | APPIAN CORP | $6.90万 | 0.01% | 3,014 | 435 | 16.9% | $9,962 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $6.88万 | 0.01% | 2,152 | -2 | -0.1% | -$64 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $6.74万 | 0.01% | 782 | 680 | 666.7% | $5.86万 | 重新持有 |
| DFEM | DIMENSIONAL ETF TRUST | $6.69万 | 0.01% | 1,645 | 1,008 | 158.2% | $4.10万 | 重新持有 |
| F | FORD MTR CO | $6.54万 | 0.01% | 4,704 | 22 | 0.5% | $306 | 重新持有 |
| BDX | BECTON DICKINSON & CO | $6.50万 | 0.01% | 430 | 32 | 8.0% | $4,838 | 重新持有 |
| WPC | WP CAREY INC | $6.49万 | 0.01% | 907 | -325 | -26.4% | -$2.32万 | 重新持有 |
| IVW | ISHARES TR | $6.41万 | 0.01% | 466 | 1 | 0.2% | $138 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $6.35万 | 0.01% | 292 | 2 | 0.7% | $435 | 重新持有 |
| AZN | ASTRAZENECA PLC | $6.35万 | 0.01% | 335 | 335 | — | $6.35万 | 新建仓 |
| MDT | MEDTRONIC PLC | $6.31万 | 0.01% | 806 | 334 | 70.8% | $2.61万 | 重新持有 |
| LVHI | LEGG MASON ETF INVT | $6.24万 | 0.01% | 1,538 | 0 | 0.0% | — | 重新持有 |
| BA | BOEING CO | $6.21万 | 0.01% | 287 | -100 | -25.8% | -$2.16万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $6.17万 | 0.01% | 346 | 320 | 1,230.8% | $5.70万 | 重新持有 |
| MDYG | SPDR SERIES TRUST | $6.14万 | 0.01% | 548 | 0 | 0.0% | — | 重新持有 |
| WPM | WHEATON PRECIOUS METALS CORP | $6.12万 | 0.01% | 545 | 0 | 0.0% | — | 重新持有 |
| GOVI | INVESCO EXCH TRADED FD TR II | $6.10万 | 0.01% | 2,248 | -694 | -23.6% | -$1.88万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $6.02万 | 0.01% | 747 | 561 | 301.6% | $4.52万 | 重新持有 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $6.02万 | 0.01% | 200 | 0 | 0.0% | — | 重新持有 |
| DTM | DT MIDSTREAM INC | $6.02万 | 0.01% | 410 | 0 | 0.0% | — | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $6.01万 | 0.01% | 258 | -12,165 | -97.9% | -$283.57万 | 重新持有 |
| ITA | ISHARES TR | $6.00万 | 0.01% | 248 | 1 | 0.4% | $242 | 重新持有 |
| SPMB | SPDR SERIES TRUST | $5.98万 | 0.01% | 2,681 | -3,251 | -54.8% | -$7.25万 | 重新持有 |
| BURL | BURLINGTON STORES INC | $5.96万 | 0.01% | 188 | 0 | 0.0% | — | 重新持有 |
| IWR | ISHARES TR | $5.90万 | 0.01% | 535 | 230 | 75.4% | $2.54万 | 重新持有 |
| SSB | SOUTHSTATE BK CORP | $5.86万 | 0.01% | 587 | 587 | — | $5.86万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $5.77万 | 0.01% | 100 | 0 | 0.0% | — | 重新持有 |
| ARM | ARM HOLDINGS PLC | $5.71万 | 0.01% | 161 | 0 | 0.0% | — | 重新持有 |
| RDDT | REDDIT INC | $5.62万 | 0.01% | 324 | 5 | 1.6% | $868 | 重新持有 |
| IUSV | ISHARES TR | $5.60万 | 0.01% | 508 | 4 | 0.8% | $441 | 重新持有 |
| FMAT | FIDELITY COVINGTON TRUST | $5.55万 | 0.01% | 949 | -13 | -1.4% | -$761 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $5.52万 | 0.01% | 979 | 350 | 55.6% | $1.97万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $5.35万 | 0.01% | 533 | 164 | 44.4% | $1.64万 | 重新持有 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $5.29万 | 0.01% | 1,450 | 0 | 0.0% | — | 重新持有 |
| FANG | DIAMONDBACK ENERGY INC | $5.27万 | 0.01% | 300 | -520 | -63.4% | -$9.14万 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $5.25万 | 0.01% | 167 | 0 | 0.0% | — | 重新持有 |
| MSEX | MIDDLESEX WTR CO | $5.20万 | 0.01% | 925 | 4 | 0.4% | $225 | 重新持有 |
| FTMA | PUTNAM ETF TRUST | $5.18万 | 0.01% | 5,681 | 81 | 1.4% | $739 | 重新持有 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $5.07万 | 0.01% | 1,141 | 0 | 0.0% | — | 重新持有 |
| MWH | SOLV ENERGY INC | $5.06万 | 0.01% | 1,487 | 1,487 | — | $5.06万 | 新建仓 |
| MET | METLIFE INC | $5.04万 | 0.01% | 596 | 262 | 78.4% | $2.22万 | 重新持有 |
| KEY | KEYCORP | $5.03万 | 0.01% | 2,183 | 0 | 0.0% | — | 重新持有 |
| SPTM | SPDR SERIES TRUST | $5.01万 | 0.01% | 552 | 0 | 0.0% | — | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $4.97万 | 0.01% | 200 | -35 | -14.9% | -$8,693 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $4.95万 | 0.01% | 1,680 | 0 | 0.0% | — | 重新持有 |
| ITOT | ISHARES TR | $4.93万 | 0.01% | 300 | 34 | 12.8% | $5,589 | 重新持有 |
| IVE | ISHARES TR | $4.93万 | 0.01% | 217 | 0 | 0.0% | — | 重新持有 |
| ARKQ | ARK ETF TR | $4.92万 | 0.01% | 372 | 372 | — | $4.92万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $4.88万 | 0.01% | 355 | 355 | — | $4.88万 | 新建仓 |
| IXC | ISHARES TR | $4.85万 | 0.01% | 987 | 13 | 1.3% | $639 | 重新持有 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $4.83万 | 0.01% | 1,600 | 0 | 0.0% | — | 重新持有 |
| IWP | ISHARES TR | $4.80万 | 0.01% | 328 | -1 | -0.3% | -$146 | 重新持有 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $4.72万 | 0.01% | 2,500 | 0 | 0.0% | — | 重新持有 |
| DG | DOLLAR GEN CORP | $4.72万 | 0.01% | 410 | 310 | 310.0% | $3.57万 | 重新持有 |
| PPL | PPL CORP | $4.60万 | 0.01% | 1,266 | 0 | 0.0% | — | 重新持有 |
| TPR | TAPESTRY INC | $4.57万 | 0.01% | 312 | 1 | 0.3% | $147 | 重新持有 |
| VB | VANGUARD INDEX FDS | $4.55万 | 0.01% | 150 | 31 | 26.1% | $9,410 | 重新持有 |
| MTB | M & T BK CORP | $4.32万 | 0.00% | 182 | -138 | -43.1% | -$3.28万 | 重新持有 |
| RY | ROYAL BK CDA | $4.28万 | 0.00% | 207 | 0 | 0.0% | — | 重新持有 |
| NEM | NEWMONT CORP | $4.27万 | 0.00% | 457 | 0 | 0.0% | — | 重新持有 |
| ENB | ENBRIDGE INC | $4.27万 | 0.00% | 788 | 1 | 0.1% | $54 | 重新持有 |
| VAW | VANGUARD WORLD FD | $4.23万 | 0.00% | 185 | 0 | 0.0% | — | 重新持有 |
| VDC | VANGUARD WORLD FD | $4.23万 | 0.00% | 188 | 12 | 6.8% | $2,701 | 重新持有 |
| GSK | GSK PLC | $4.23万 | 0.00% | 806 | 401 | 99.0% | $2.10万 | 重新持有 |
| IDU | ISHARES TR | $4.19万 | 0.00% | 366 | 4 | 1.1% | $458 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC | $4.18万 | 0.00% | 7,176 | -27 | -0.4% | -$157 | 重新持有 |
| MUB | ISHARES TR | $4.18万 | 0.00% | 388 | -375 | -49.1% | -$4.04万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $4.12万 | 0.00% | 228 | -16 | -6.6% | -$2,895 | 重新持有 |
| RZV | INVESCO EXCHANGE TRADED FD T | $4.11万 | 0.00% | 276 | 0 | 0.0% | — | 重新持有 |
| YUMC | YUM CHINA HLDGS INC | $4.09万 | 0.00% | 1,000 | 0 | 0.0% | — | 重新持有 |
| UFOX | ETF SER SOLUTIONS | $4.08万 | 0.00% | 429 | 1 | 0.2% | $95 | 重新持有 |
| ETR | ENTERGY CORP NEW | $4.05万 | 0.00% | 353 | -23 | -6.1% | -$2,642 | 重新持有 |
| AOR | ISHARES TR | $4.04万 | 0.00% | 582 | -10 | -1.7% | -$695 | 重新持有 |
| AEM | AGNICO EAGLE MINES LTD | $3.93万 | 0.00% | 253 | 1 | 0.4% | $155 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3.91万 | 0.00% | 867 | 6 | 0.7% | $271 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $3.85万 | 0.00% | 922 | 922 | — | $3.85万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3.76万 | 0.00% | 424 | 100 | 30.9% | $8,861 | 重新持有 |