PRECEDENT WEALTH PARTNERS, LLC

HOUSTON TX · SEC CIK 0002008666

$6.01亿2026Q2 申报市值

207持仓数

31.6%前十大占比 · 第一大 6.8%

48 / 11新建仓 / 清仓

申报市值走势$6.01亿2026Q2

26Q126Q2

VEA 6.8%

VTI 5.1%

VOO 3.3%

AIRR 2.5%

IVV 2.5%

LRCX 2.5%

SDVY 2.4%

FIRST TR EXCHN 2.3%

DXJ 2.2%

EFA 2.2%

FFSM 新建仓+$829.79万

XOM 新建仓+$481.28万

VEA 加仓+$478.18万

VOO 加仓+$454.39万

ABT 加仓+$241.53万

XMHQ 减仓-$633.00万

EXXON MOBIL CORP 清仓-$592.57万

FIRST TR EXCHNG 减仓-$464.86万

FIRST TR EXCHNG 重新持有-$320.28万

FIRST TR EXCHNG 重新持有-$261.05万

2026Q2 持仓明细点表头排序 · 每页 100 行

代码	名称	市值 ▲	占比	股数	变动股数	变动	估算买卖额	操作
AAPL	APPLE INC	$776.40万	1.29%	26,831	3,058	12.9%	$88.49万	加仓
AVGO	BROADCOM INC	$822.58万	1.37%	21,776	2,686	14.1%	$101.46万	加仓
FFSM	FIDELITY COVINGTON TRUST	$829.79万	1.38%	217,165	217,165	—	$829.79万	新建仓
VYMI	VANGUARD WHITEHALL FDS	$920.45万	1.53%	93,732	4,151	4.6%	$40.76万	加仓
IJH	ISHARES TR	$947.01万	1.57%	122,813	-3,563	-2.8%	-$27.47万	减仓
SDY	SPDR SER TR	$964.42万	1.60%	63,374	-213	-0.3%	-$3.24万	减仓
XLG	INVESCO EXCHANGE TRADED FD T	$1,061.47万	1.77%	173,358	-1,744	-1.0%	-$10.68万	减仓
DON	WISDOMTREE TR	$1,262.92万	2.10%	223,446	-7,745	-3.4%	-$43.77万	减仓
EFA	ISHARES TR	$1,312.14万	2.18%	126,313	3,546	2.9%	$36.84万	加仓
DXJ	WISDOMTREE TR	$1,320.03万	2.20%	76,074	5,788	8.2%	$100.43万	加仓
—	FIRST TR EXCHNG TRADED FD VI	$1,361.18万	2.26%	403,734	-137,880	-25.5%	-$464.86万	减仓
SDVY	FIRST TR EXCHANGE-TRADED FD	$1,438.64万	2.39%	333,482	40,226	13.7%	$173.53万	加仓
LRCX	LAM RESEARCH CORP	$1,477.76万	2.46%	34,102	2,387	7.5%	$103.44万	加仓
IVV	ISHARES TR	$1,480.88万	2.46%	19,774	-267	-1.3%	-$20.00万	减仓
AIRR	FIRST TR EXCHANGE-TRADED FD	$1,483.42万	2.47%	111,326	12,240	12.4%	$163.10万	加仓
VOO	VANGUARD INDEX FDS	$1,964.52万	3.27%	28,604	6,616	30.1%	$454.39万	加仓
VTI	VANGUARD INDEX FDS	$3,058.89万	5.09%	82,664	1,502	1.9%	$55.58万	加仓
VEA	VANGUARD TAX-MANAGED FDS	$4,090.33万	6.80%	574,081	67,113	13.2%	$478.18万	加仓