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 |
|---|---|---|---|---|---|---|---|---|
| AON | AON PLC | $7,961 | 0.00% | 24 | 24 | — | $7,961 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $7,948 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $7,903 | 0.00% | 123 | 0 | 0.0% | — | 重新持有 |
| ES | EVERSOURCE ENERGY | $7,805 | 0.00% | 108 | -20 | -15.6% | -$1,445 | 重新持有 |
| SPEM | SPDR INDEX SHS FDS | $7,663 | 0.00% | 148 | -8 | -5.1% | -$414 | 重新持有 |
| BN | BROOKFIELD CORP | $7,581 | 0.00% | 178 | 0 | 0.0% | — | 重新持有 |
| IXUS | ISHARES TR | $7,519 | 0.00% | 79 | 1 | 1.3% | $95 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC | $7,501 | 0.00% | 120 | 0 | 0.0% | — | 重新持有 |
| AGIO | AGIOS PHARMACEUTICALS INC | $7,422 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| IBB | ISHARES TR | $7,417 | 0.00% | 39 | 0 | 0.0% | — | 重新持有 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $7,360 | 0.00% | 56 | -50 | -47.2% | -$6,571 | 重新持有 |
| EWBC | EAST WEST BANCORP INC | $7,358 | 0.00% | 57 | 0 | 0.0% | — | 重新持有 |
| ISCG | ISHARES TR | $7,337 | 0.00% | 112 | 0 | 0.0% | — | 重新持有 |
| BAX | BAXTER INTL INC | $7,331 | 0.00% | 344 | 0 | 0.0% | — | 重新持有 |
| IYK | ISHARES TR | $7,193 | 0.00% | 99 | -45 | -31.2% | -$3,270 | 重新持有 |
| PHM | PULTE GROUP INC | $7,135 | 0.00% | 52 | -169 | -76.5% | -$2.32万 | 重新持有 |
| VSS | VANGUARD INTL EQUITY INDEX F | $6,789 | 0.00% | 44 | -34 | -43.6% | -$5,246 | 重新持有 |
| LPLA | LPL FINL HLDGS INC | $6,760 | 0.00% | 24 | 0 | 0.0% | — | 重新持有 |
| NANR | SPDR INDEX SHS FDS | $6,717 | 0.00% | 89 | 1 | 1.1% | $75 | 重新持有 |
| FTNT | FORTINET INC | $6,606 | 0.00% | 43 | 0 | 0.0% | — | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $6,536 | 0.00% | 113 | 0 | 0.0% | — | 重新持有 |
| COR | CENCORA INC | $6,509 | 0.00% | 23 | 0 | 0.0% | — | 重新持有 |
| FSSL | FS SPECIALTY LENDING FD | $6,500 | 0.00% | 583 | -5,477 | -90.4% | -$6.11万 | 重新持有 |
| SRCE | 1ST SOURCE CORP | $6,445 | 0.00% | 79 | 0 | 0.0% | — | 重新持有 |
| AMRZ | AMRIZE LTD | $6,343 | 0.00% | 119 | 119 | — | $6,343 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $6,315 | 0.00% | 250 | -73 | -22.6% | -$1,844 | 重新持有 |
| MTRN | MATERION CORP | $6,245 | 0.00% | 21 | 21 | — | $6,245 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $6,123 | 0.00% | 87 | 87 | — | $6,123 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $6,090 | 0.00% | 59 | 0 | 0.0% | — | 重新持有 |
| CCL | CARNIVAL CORP LTD | $6,090 | 0.00% | 213 | 213 | — | $6,090 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $6,029 | 0.00% | 77 | 1 | 1.3% | $78 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $5,924 | 0.00% | 32 | 0 | 0.0% | — | 重新持有 |
| ARKK | ARK ETF TR | $5,900 | 0.00% | 73 | 0 | 0.0% | — | 重新持有 |
| IYF | ISHARES TR | $5,889 | 0.00% | 46 | 0 | 0.0% | — | 重新持有 |
| LMAT | LEMAITRE VASCULAR INC | $5,854 | 0.00% | 61 | 0 | 0.0% | — | 重新持有 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $5,852 | 0.00% | 75 | -51 | -40.5% | -$3,979 | 重新持有 |
| UHS | UNIVERSAL HLTH SVCS INC | $5,799 | 0.00% | 39 | 39 | — | $5,799 | 新建仓 |
| TOPT | ISHARES TR | $5,761 | 0.00% | 175 | 0 | 0.0% | — | 重新持有 |
| FERG | FERGUSON ENTERPRISES INC | $5,696 | 0.00% | 24 | 20 | 500.0% | $4,747 | 重新持有 |
| PAGP | PLAINS GP HLDGS L P | $5,679 | 0.00% | 234 | 0 | 0.0% | — | 重新持有 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $5,660 | 0.00% | 113 | 0 | 0.0% | — | 重新持有 |
| PSP | INVESCO EXCHANGE TRADED FD T | $5,561 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| JAAA | JANUS DETROIT STR TR | $5,554 | 0.00% | 110 | -115 | -51.1% | -$5,806 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $5,525 | 0.00% | 60 | 0 | 0.0% | — | 重新持有 |
| MLPX | GLOBAL X FDS | $5,525 | 0.00% | 75 | 75 | — | $5,525 | 新建仓 |
| DXCM | DEXCOM INC | $5,523 | 0.00% | 82 | 1 | 1.2% | $67 | 重新持有 |
| FSTA | FIDELITY COVINGTON TRUST | $5,467 | 0.00% | 104 | 1 | 1.0% | $53 | 重新持有 |
| ADSK | AUTODESK INC | $5,444 | 0.00% | 28 | -1 | -3.4% | -$194 | 重新持有 |
| — | TILRAY BRANDS INC | $5,388 | 0.00% | 1,200 | 0 | 0.0% | — | 重新持有 |
| ICLN | ISHARES TR | $5,383 | 0.00% | 263 | 263 | — | $5,383 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $5,328 | 0.00% | 4 | 0 | 0.0% | — | 重新持有 |
| FSK | FS KKR CAP CORP | $5,292 | 0.00% | 504 | -402 | -44.4% | -$4,221 | 重新持有 |
| QYLD | GLOBAL X FDS | $5,271 | 0.00% | 286 | 286 | — | $5,271 | 新建仓 |
| ESML | ISHARES TR | $5,257 | 0.00% | 94 | 0 | 0.0% | — | 重新持有 |
| EQIX | EQUINIX INC | $5,212 | 0.00% | 5 | 0 | 0.0% | — | 重新持有 |
| HALO | HALOZYME THERAPEUTICS INC | $5,166 | 0.00% | 66 | 0 | 0.0% | — | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $5,137 | 0.00% | 65 | 0 | 0.0% | — | 重新持有 |
| ENSG | ENSIGN GROUP INC | $5,130 | 0.00% | 32 | 0 | 0.0% | — | 重新持有 |
| VBR | VANGUARD INDEX FDS | $5,115 | 0.00% | 21 | 20 | 2,000.0% | $4,871 | 重新持有 |
| PNFP | PINNACLE FINL PARTNERS INC | $5,044 | 0.00% | 50 | 50 | — | $5,044 | 新建仓 |
| SCZ | ISHARES TR | $5,018 | 0.00% | 61 | 61 | — | $5,018 | 新建仓 |
| RPM | RPM INTL INC | $5,002 | 0.00% | 45 | 45 | — | $5,002 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $4,907 | 0.00% | 68 | 63 | 1,260.0% | $4,546 | 重新持有 |
| EXPD | EXPEDITORS INTL WASH INC | $4,889 | 0.00% | 30 | 0 | 0.0% | — | 重新持有 |
| ICF | ISHARES TR | $4,869 | 0.00% | 72 | 0 | 0.0% | — | 重新持有 |
| DAL | DELTA AIR LINES INC | $4,845 | 0.00% | 52 | 1 | 2.0% | $93 | 重新持有 |
| DLTR | DOLLAR TREE INC | $4,838 | 0.00% | 40 | 0 | 0.0% | — | 重新持有 |
| PJT | PJT PARTNERS INC | $4,830 | 0.00% | 32 | 0 | 0.0% | — | 重新持有 |
| LSTR | LANDSTAR SYS INC | $4,757 | 0.00% | 23 | 0 | 0.0% | — | 重新持有 |
| ECL | ECOLAB INC | $4,736 | 0.00% | 17 | 0 | 0.0% | — | 重新持有 |
| SYM | SYMBOTIC INC | $4,694 | 0.00% | 104 | 0 | 0.0% | — | 重新持有 |
| DCI | DONALDSON INC | $4,668 | 0.00% | 52 | 0 | 0.0% | — | 重新持有 |
| — | SPDR SERIES TRUST | $4,637 | 0.00% | 41 | -13 | -24.1% | -$1,470 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $4,629 | 0.00% | 27 | 0 | 0.0% | — | 重新持有 |
| KNSL | KINSALE CAP GROUP INC | $4,617 | 0.00% | 14 | 0 | 0.0% | — | 重新持有 |
| FTI | TECHNIPFMC PLC | $4,535 | 0.00% | 68 | 68 | — | $4,535 | 新建仓 |
| ADBE | ADOBE INC | $4,510 | 0.00% | 22 | -50 | -69.4% | -$1.02万 | 重新持有 |
| ERII | ENERGY RECOVERY INC | $4,510 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| TSCO | TRACTOR SUPPLY CO | $4,425 | 0.00% | 140 | 0 | 0.0% | — | 重新持有 |
| CME | CME GROUP INC | $4,417 | 0.00% | 20 | 0 | 0.0% | — | 重新持有 |
| APA | APA CORPORATION | $4,315 | 0.00% | 132 | 1 | 0.8% | $33 | 重新持有 |
| PINS | PINTEREST INC | $4,206 | 0.00% | 200 | 200 | — | $4,206 | 新建仓 |
| NLR | VANECK ETF TRUST | $4,175 | 0.00% | 36 | 0 | 0.0% | — | 重新持有 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $4,166 | 0.00% | 264 | 264 | — | $4,166 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD | $4,106 | 0.00% | 120 | 0 | 0.0% | — | 重新持有 |
| CTAS | CINTAS CORP | $4,082 | 0.00% | 24 | 0 | 0.0% | — | 重新持有 |
| QUBT | QUANTUM COMPUTING INC | $4,074 | 0.00% | 420 | 0 | 0.0% | — | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4,013 | 0.00% | 44 | 0 | 0.0% | — | 重新持有 |
| ESGE | ISHARES INC | $3,938 | 0.00% | 72 | -24 | -25.0% | -$1,313 | 重新持有 |
| AFG | AMERICAN FINANCIAL GROUP INC | $3,918 | 0.00% | 28 | 0 | 0.0% | — | 重新持有 |
| NNN | NNN REIT INC | $3,909 | 0.00% | 84 | 0 | 0.0% | — | 重新持有 |
| XME | SPDR SERIES TRUST | $3,849 | 0.00% | 36 | 36 | — | $3,849 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $3,848 | 0.00% | 40 | 1 | 2.6% | $96 | 重新持有 |
| ACHR | ARCHER AVIATION INC | $3,784 | 0.00% | 800 | 0 | 0.0% | — | 重新持有 |
| EOG | EOG RES INC | $3,762 | 0.00% | 29 | 0 | 0.0% | — | 重新持有 |
| VTWG | VANGUARD SCOTTSDALE FDS | $3,740 | 0.00% | 13 | 0 | 0.0% | — | 重新持有 |
| RQI | COHEN & STEERS QUALITY INCOM | $3,693 | 0.00% | 300 | 300 | — | $3,693 | 新建仓 |
| O | REALTY INCOME CORP | $3,594 | 0.00% | 58 | 0 | 0.0% | — | 重新持有 |
| ETG | EATON VANCE TX ADV GLBL DIV | $3,531 | 0.00% | 150 | 150 | — | $3,531 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $3,529 | 0.00% | 165 | 0 | 0.0% | — | 重新持有 |