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 |
|---|---|---|---|---|---|---|---|---|
| RACE | FERRARI N V | $3.72万 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| WMB | WILLIAMS COS INC | $3.72万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| STRL | STERLING INFRASTRUCTURE INC | $3.71万 | 0.00% | 44 | 44 | — | $3.71万 | 新建仓 |
| VMC | VULCAN MATLS CO | $3.69万 | 0.00% | 125 | 0 | 0.0% | — | 重新持有 |
| ESGU | ISHARES TR | $3.63万 | 0.00% | 222 | 0 | 0.0% | — | 重新持有 |
| IYJ | ISHARES TR | $3.60万 | 0.00% | 216 | 0 | 0.0% | — | 重新持有 |
| SHEL | SHELL PLC | $3.60万 | 0.00% | 464 | 0 | 0.0% | — | 重新持有 |
| VCR | VANGUARD WORLD FD | $3.57万 | 0.00% | 90 | 90 | — | $3.57万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $3.55万 | 0.00% | 300 | 0 | 0.0% | — | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.54万 | 0.00% | 107 | 0 | 0.0% | — | 重新持有 |
| NUMV | NUSHARES ETF TR | $3.52万 | 0.00% | 809 | 0 | 0.0% | — | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC | $3.49万 | 0.00% | 84 | 0 | 0.0% | — | 重新持有 |
| PKE | PARK AEROSPACE CORP | $3.47万 | 0.00% | 910 | 910 | — | $3.47万 | 新建仓 |
| SHOP | SHOPIFY INC | $3.43万 | 0.00% | 300 | 0 | 0.0% | — | 重新持有 |
| TM | TOYOTA MOTOR CORP | $3.42万 | 0.00% | 203 | 0 | 0.0% | — | 重新持有 |
| PCY | INVESCO EXCH TRADED FD TR II | $3.42万 | 0.00% | 1,578 | -946 | -37.5% | -$2.05万 | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.36万 | 0.00% | 87 | 36 | 70.6% | $1.39万 | 重新持有 |
| AIZ | ASSURANT INC | $3.36万 | 0.00% | 125 | 0 | 0.0% | — | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3.33万 | 0.00% | 47 | 0 | 0.0% | — | 重新持有 |
| DOW | DOW HLDGS INC | $3.33万 | 0.00% | 1,218 | 343 | 39.2% | $9,381 | 重新持有 |
| FDVV | FIDELITY COVINGTON TRUST | $3.31万 | 0.00% | 549 | 262 | 91.3% | $1.58万 | 重新持有 |
| FDRR | FIDELITY COVINGTON TRUST | $3.29万 | 0.00% | 507 | 241 | 90.6% | $1.56万 | 重新持有 |
| ROG | ROGERS CORP | $3.27万 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| QQQE | DIREXION SHARES ETF TRUST | $3.24万 | 0.00% | 266 | 266 | — | $3.24万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $3.23万 | 0.00% | 377 | 377 | — | $3.23万 | 新建仓 |
| QUAL | ISHARES TR | $3.20万 | 0.00% | 146 | -134 | -47.9% | -$2.94万 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $3.17万 | 0.00% | 653 | 0 | 0.0% | — | 重新持有 |
| AGG | ISHARES TR | $3.12万 | 0.00% | 315 | -52 | -14.2% | -$5,155 | 重新持有 |
| VIS | VANGUARD WORLD FD | $3.10万 | 0.00% | 86 | 0 | 0.0% | — | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $3.05万 | 0.00% | 152 | 0 | 0.0% | — | 重新持有 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.02万 | 0.00% | 494 | -265 | -34.9% | -$1.62万 | 重新持有 |
| VRSN | VERISIGN INC | $2.99万 | 0.00% | 119 | 1 | 0.8% | $251 | 重新持有 |
| ALAB | ASTERA LABS INC | $2.98万 | 0.00% | 62 | 62 | — | $2.98万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $2.95万 | 0.00% | 124 | 0 | 0.0% | — | 重新持有 |
| VLUE | ISHARES TR | $2.94万 | 0.00% | 147 | 0 | 0.0% | — | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $2.93万 | 0.00% | 400 | 0 | 0.0% | — | 重新持有 |
| PSX | PHILLIPS 66 | $2.93万 | 0.00% | 173 | 1 | 0.6% | $170 | 重新持有 |
| CTVA | CORTEVA INC | $2.90万 | 0.00% | 342 | -10 | -2.8% | -$847 | 重新持有 |
| DFAW | DIMENSIONAL ETF TRUST | $2.88万 | 0.00% | 348 | -261 | -42.9% | -$2.16万 | 重新持有 |
| URA | GLOBAL X FDS | $2.86万 | 0.00% | 656 | 656 | — | $2.86万 | 新建仓 |
| TGT | TARGET CORP | $2.83万 | 0.00% | 217 | -2 | -0.9% | -$261 | 重新持有 |
| SIL | GLOBAL X FDS | $2.80万 | 0.00% | 362 | 4 | 1.1% | $310 | 重新持有 |
| EXC | EXELON CORP | $2.80万 | 0.00% | 600 | 0 | 0.0% | — | 重新持有 |
| STZ | CONSTELLATION BRANDS INC | $2.78万 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| — | BITWISE XRP ETF | $2.77万 | 0.00% | 2,379 | -1 | -0.0% | -$12 | 重新持有 |
| SBUX | STARBUCKS CORP | $2.70万 | 0.00% | 264 | -235 | -47.1% | -$2.40万 | 重新持有 |
| DFSE | DIMENSIONAL ETF TRUST | $2.66万 | 0.00% | 544 | 544 | — | $2.66万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2.64万 | 0.00% | 669 | 354 | 112.4% | $1.40万 | 重新持有 |
| BP | BP PLC | $2.63万 | 0.00% | 713 | 16 | 2.3% | $591 | 重新持有 |
| KRE | SPDR SERIES TRUST | $2.63万 | 0.00% | 352 | 352 | — | $2.63万 | 新建仓 |
| VTRS | VIATRIS INC | $2.58万 | 0.00% | 1,624 | -501 | -23.6% | -$7,957 | 重新持有 |
| SFY | TIDAL TRUST I | $2.52万 | 0.00% | 169 | 0 | 0.0% | — | 重新持有 |
| BIIB | BIOGEN INC | $2.46万 | 0.00% | 114 | 0 | 0.0% | — | 重新持有 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $2.42万 | 0.00% | 875 | 875 | — | $2.42万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $2.40万 | 0.00% | 147 | 0 | 0.0% | — | 重新持有 |
| XLP | SELECT SECTOR SPDR TR | $2.40万 | 0.00% | 289 | -3 | -1.0% | -$249 | 重新持有 |
| BWXT | BWX TECHNOLOGIES INC | $2.39万 | 0.00% | 123 | 120 | 4,000.0% | $2.33万 | 重新持有 |
| APH | AMPHENOL CORP | $2.36万 | 0.00% | 134 | 0 | 0.0% | — | 重新持有 |
| DHI | D R HORTON INC | $2.36万 | 0.00% | 145 | -1 | -0.7% | -$163 | 重新持有 |
| BE | BLOOM ENERGY CORP | $2.35万 | 0.00% | 78 | 78 | — | $2.35万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $2.33万 | 0.00% | 216 | -6 | -2.7% | -$648 | 重新持有 |
| — | TIDAL TRUST I | $2.32万 | 0.00% | 459 | 0 | 0.0% | — | 重新持有 |
| PPLT | ABRDN PLATINUM ETF TRUST | $2.28万 | 0.00% | 1,612 | 1,612 | — | $2.28万 | 新建仓 |
| MTUM | ISHARES TR | $2.26万 | 0.00% | 66 | -8 | -10.8% | -$2,743 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $2.25万 | 0.00% | 16 | 9 | 128.6% | $1.27万 | 重新持有 |
| DOV | DOVER CORP | $2.24万 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| SLB | SLB LIMITED | $2.24万 | 0.00% | 482 | 150 | 45.2% | $6,973 | 重新持有 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.21万 | 0.00% | 600 | 600 | — | $2.21万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2.20万 | 0.00% | 58 | 58 | — | $2.20万 | 新建仓 |
| MPLX | MPLX LP | $2.19万 | 0.00% | 389 | 0 | 0.0% | — | 重新持有 |
| SHY | ISHARES TR | $2.14万 | 0.00% | 261 | -148 | -36.2% | -$1.22万 | 重新持有 |
| NUE | NUCOR CORP | $2.14万 | 0.00% | 96 | 0 | 0.0% | — | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $2.14万 | 0.00% | 67 | -50 | -42.7% | -$1.60万 | 重新持有 |
| OMC | OMNICOM GROUP INC | $2.09万 | 0.00% | 287 | -10 | -3.4% | -$728 | 重新持有 |
| FENI | FIDELITY COVINGTON TRUST | $2.06万 | 0.00% | 513 | 5 | 1.0% | $201 | 重新持有 |
| — | WARNER BROS DISCOVERY INC | $2.06万 | 0.00% | 772 | -109 | -12.4% | -$2,906 | 重新持有 |
| GSLC | GOLDMAN SACHS ETF TR | $2.02万 | 0.00% | 142 | 0 | 0.0% | — | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $2.01万 | 0.00% | 288 | 288 | — | $2.01万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.96万 | 0.00% | 398 | 0 | 0.0% | — | 重新持有 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $1.95万 | 0.00% | 366 | 0 | 0.0% | — | 重新持有 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $1.92万 | 0.00% | 558 | -420 | -42.9% | -$1.44万 | 重新持有 |
| INTU | INTUIT | $1.88万 | 0.00% | 72 | -5,152 | -98.6% | -$134.47万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.87万 | 0.00% | 184 | 0 | 0.0% | — | 重新持有 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1.87万 | 0.00% | 372 | 0 | 0.0% | — | 重新持有 |
| KKR | KKR & CO INC | $1.84万 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| IYR | ISHARES TR | $1.82万 | 0.00% | 178 | 1 | 0.6% | $103 | 重新持有 |
| IQV | IQVIA HLDGS INC | $1.82万 | 0.00% | 94 | -1 | -1.1% | -$193 | 重新持有 |
| SAM | BOSTON BEER INC | $1.77万 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| FESM | FIDELITY COVINGTON TRUST | $1.77万 | 0.00% | 366 | 1 | 0.3% | $48 | 重新持有 |
| ADI | ANALOG DEVICES INC | $1.76万 | 0.00% | 44 | -8 | -15.4% | -$3,205 | 重新持有 |
| ILF | ISHARES TR | $1.75万 | 0.00% | 519 | 0 | 0.0% | — | 重新持有 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1.75万 | 0.00% | 373 | -165 | -30.7% | -$7,734 | 重新持有 |
| SF | STIFEL FINL CORP | $1.74万 | 0.00% | 250 | 150 | 150.0% | $1.05万 | 重新持有 |
| LPG | DORIAN LPG LTD | $1.74万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| KR | KROGER CO | $1.74万 | 0.00% | 313 | 0 | 0.0% | — | 重新持有 |
| EBAY | EBAY INC. | $1.73万 | 0.00% | 155 | -346 | -69.1% | -$3.87万 | 重新持有 |
| DFGR | DIMENSIONAL ETF TRUST | $1.72万 | 0.00% | 593 | 5 | 0.9% | $145 | 重新持有 |
| FTS | FORTIS INC | $1.72万 | 0.00% | 300 | 0 | 0.0% | — | 重新持有 |
| KOMP | SPDR SERIES TRUST | $1.69万 | 0.00% | 237 | 0 | 0.0% | — | 重新持有 |
| NVMI | NOVA LTD | $1.69万 | 0.00% | 31 | 31 | — | $1.69万 | 新建仓 |