PRECEDENT WEALTH PARTNERS, LLC
HOUSTON TX · SEC CIK 0002008666
$5.00亿2026Q1 申报市值
166持仓数
32.1%前十大占比 · 第一大 6.5%
7 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FIRST TR EXCHNG 加仓+$796.61万
FIRST TR EXCHNG 加仓+$670.44万
VEA 加仓+$328.45万
FIS 加仓+$228.13万
IGV 新建仓+$221.31万
2026Q1 卖出最多 按季末市值估算
DMAY 清仓-$515.18万
FIRST TR EXCHNG 减仓-$243.05万
DJAN 减仓-$238.61万
DFEB 减仓-$233.66万
VTV 减仓-$170.44万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DMAY | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -113,880 | -100.0% | -$515.18万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -59,958 | -100.0% | -$166.32万 | 清仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -24,379 | -100.0% | -$101.55万 | 清仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $0 | 0.00% | 0 | -22,049 | -100.0% | -$39.60万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,946 | -100.0% | -$37.83万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -2,795 | -100.0% | -$25.00万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EUAD | SPINNAKER ETF SERIES | $0 | 0.00% | 0 | -4,871 | -100.0% | -$20.52万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,302 | -100.0% | -$20.16万 | 清仓 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $13.34万 | 0.03% | 10,951 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $21.01万 | 0.04% | 2,649 | 2,649 | — | $21.01万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $21.38万 | 0.04% | 2,773 | -21 | -0.8% | -$1,619 | 减仓 |
| ORCL | ORACLE CORP | $21.77万 | 0.04% | 1,479 | 33 | 2.3% | $4,858 | 加仓 |
| IQLT | ISHARES TR | $22.63万 | 0.05% | 4,895 | 4,895 | — | $22.63万 | 新建仓 |
| PG | PROCTER AND GAMBLE CO | $22.84万 | 0.05% | 1,581 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $23.71万 | 0.05% | 551 | -5 | -0.9% | -$2,151 | 减仓 |
| MA | MASTERCARD INCORPORATED | $24.13万 | 0.05% | 482 | 1 | 0.2% | $501 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $24.45万 | 0.05% | 1,840 | -82 | -4.3% | -$1.09万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.56万 | 0.05% | 1,142 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $24.70万 | 0.05% | 1,643 | -214 | -11.5% | -$3.22万 | 减仓 |
| NFLX | NETFLIX INC | $25.60万 | 0.05% | 2,663 | -266 | -9.1% | -$2.56万 | 减仓 |
| SYK | STRYKER CORPORATION | $26.06万 | 0.05% | 793 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.82万 | 0.06% | 8,479 | -74,083 | -89.7% | -$243.05万 | 减仓 |
| MS | MORGAN STANLEY | $28.60万 | 0.06% | 1,738 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $28.67万 | 0.06% | 656 | -88 | -11.8% | -$3.85万 | 减仓 |
| KNF | KNIFE RIVER CORP | $28.93万 | 0.06% | 3,543 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $29.37万 | 0.06% | 14,175 | 0 | 0.0% | — | 不变 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $29.46万 | 0.06% | 4,742 | -786 | -14.2% | -$4.88万 | 减仓 |
| LLY | ELI LILLY & CO | $29.52万 | 0.06% | 321 | -13 | -3.9% | -$1.20万 | 减仓 |
| IWF | ISHARES TR | $29.81万 | 0.06% | 699 | -2 | -0.3% | -$853 | 减仓 |
| SPSM | SPDR SER TR | $32.52万 | 0.07% | 6,731 | -1,459 | -17.8% | -$7.05万 | 减仓 |
| SPMD | SPDR SER TR | $32.54万 | 0.07% | 5,495 | -143 | -2.5% | -$8,468 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $32.57万 | 0.07% | 15,205 | -6,576 | -30.2% | -$14.08万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.16万 | 0.07% | 10,892 | -904 | -7.7% | -$2.92万 | 减仓 |
| ABT | ABBOTT LABS | $35.95万 | 0.07% | 3,502 | 249 | 7.7% | $2.56万 | 加仓 |
| T | AT&T INC | $36.45万 | 0.07% | 12,575 | 12,575 | — | $36.45万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $36.46万 | 0.07% | 14,526 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $37.59万 | 0.08% | 1,848 | -7 | -0.4% | -$1,424 | 减仓 |
| EES | WISDOMTREE TR | $39.18万 | 0.08% | 6,749 | 331 | 5.2% | $1.92万 | 加仓 |
| AMAT | APPLIED MATLS INC | $41.46万 | 0.08% | 1,213 | 86 | 7.6% | $2.94万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $41.83万 | 0.08% | 3,543 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $42.62万 | 0.09% | 3,885 | 3,885 | — | $42.62万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.37万 | 0.09% | 926 | -5 | -0.5% | -$2,396 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $45.14万 | 0.09% | 453 | -6 | -1.3% | -$5,979 | 减仓 |
| PEP | PEPSICO INC | $46.25万 | 0.09% | 2,978 | 27 | 0.9% | $4,193 | 加仓 |
| V | VISA INC | $46.78万 | 0.09% | 1,547 | -81 | -5.0% | -$2.45万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $47.13万 | 0.09% | 1,639 | -181 | -9.9% | -$5.21万 | 减仓 |
| VLO | VALERO ENERGY CORP | $49.42万 | 0.10% | 2,000 | -474 | -19.2% | -$11.71万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $50.05万 | 0.10% | 20,633 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $51.51万 | 0.10% | 4,696 | -474 | -9.2% | -$5.20万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.51万 | 0.11% | 3,590 | -170 | -4.5% | -$2.49万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $52.55万 | 0.11% | 2,418 | -58 | -2.3% | -$1.26万 | 减仓 |
| WMB | WILLIAMS COS INC | $53.01万 | 0.11% | 7,284 | -587 | -7.5% | -$4.27万 | 减仓 |
| — | STELLAR BANCORP INC | $56.15万 | 0.11% | 15,338 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $60.01万 | 0.12% | 5,059 | 5,059 | — | $60.01万 | 新建仓 |
| CSCO | CISCO SYS INC | $60.68万 | 0.12% | 7,820 | 75 | 1.0% | $5,819 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $61.49万 | 0.12% | 2,033 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $63.56万 | 0.13% | 14,387 | 10,181 | 242.1% | $44.98万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $65.12万 | 0.13% | 14,814 | -1,757 | -10.6% | -$7.72万 | 减仓 |
| META | META PLATFORMS INC | $71.87万 | 0.14% | 1,256 | -120 | -8.7% | -$6.87万 | 减仓 |
| QQQ | INVESCO QQQ TR | $73.53万 | 0.15% | 1,274 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $74.43万 | 0.15% | 3,793 | -8,686 | -69.6% | -$170.44万 | 减仓 |
| IDV | ISHARES TR | $80.08万 | 0.16% | 18,815 | -3,045 | -13.9% | -$12.96万 | 减仓 |
| DGRS | WISDOMTREE TR | $85.92万 | 0.17% | 16,225 | 201 | 1.3% | $1.06万 | 加仓 |
| GOOG | ALPHABET INC | $87.36万 | 0.17% | 3,045 | -4 | -0.1% | -$1,148 | 减仓 |
| WMT | WALMART INC | $100.31万 | 0.20% | 8,071 | -253 | -3.0% | -$3.14万 | 减仓 |
| CMI | CUMMINS INC | $103.46万 | 0.21% | 1,923 | 38 | 2.0% | $2.04万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $106.82万 | 0.21% | 5,190 | -11 | -0.2% | -$2,264 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $107.07万 | 0.21% | 15,681 | 15,681 | — | $107.07万 | 新建仓 |
| COP | CONOCOPHILLIPS | $111.85万 | 0.22% | 8,473 | -608 | -6.7% | -$8.03万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $121.83万 | 0.24% | 4,502 | 791 | 21.3% | $21.41万 | 加仓 |
| EOG | EOG RES INC | $123.08万 | 0.25% | 8,513 | 1,775 | 26.3% | $25.66万 | 加仓 |
| INTU | INTUIT | $123.79万 | 0.25% | 2,862 | 505 | 21.4% | $21.84万 | 加仓 |
| AMZN | AMAZON COM INC | $126.77万 | 0.25% | 6,087 | -100 | -1.6% | -$2.08万 | 减仓 |
| GOOGL | ALPHABET INC | $130.07万 | 0.26% | 4,523 | -64 | -1.4% | -$1.84万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $133.27万 | 0.27% | 2,049 | -10 | -0.5% | -$6,504 | 减仓 |
| NKE | NIKE INC | $139.69万 | 0.28% | 26,446 | 6,339 | 31.5% | $33.48万 | 加仓 |
| ZTS | ZOETIS INC | $145.97万 | 0.29% | 12,347 | 2,555 | 26.1% | $30.20万 | 加仓 |
| OC | OWENS CORNING NEW | $149.54万 | 0.30% | 13,818 | 3,204 | 30.2% | $34.67万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $150.08万 | 0.30% | 12,963 | 1,349 | 11.6% | $15.62万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $150.44万 | 0.30% | 49,035 | -890 | -1.8% | -$2.73万 | 减仓 |
| ONEY | SPDR SER TR | $153.47万 | 0.31% | 12,784 | -63 | -0.5% | -$7,563 | 减仓 |
| DVY | ISHARES TR | $156.28万 | 0.31% | 10,321 | -1,003 | -8.9% | -$15.19万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $161.97万 | 0.32% | 8,168 | 1,397 | 20.6% | $27.70万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $162.13万 | 0.32% | 7,979 | 568 | 7.7% | $11.54万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $163.29万 | 0.33% | 36,876 | 27,119 | 277.9% | $120.08万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $163.75万 | 0.33% | 57,036 | 16,115 | 39.4% | $46.27万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $165.01万 | 0.33% | 33,876 | 6,816 | 25.2% | $33.20万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $173.83万 | 0.35% | 51,474 | 2,041 | 4.1% | $6.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $177.68万 | 0.36% | 10,187 | -320 | -3.0% | -$5.58万 | 减仓 |
| KO | COCA COLA CO | $178.59万 | 0.36% | 23,482 | 1,948 | 9.0% | $14.82万 | 加仓 |
| AOS | SMITH A O CORP | $182.50万 | 0.37% | 27,677 | 1,167 | 4.4% | $7.70万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $183.98万 | 0.37% | 7,068 | 480 | 7.3% | $12.49万 | 加仓 |
| QCOM | QUALCOMM INC | $187.07万 | 0.37% | 14,526 | 742 | 5.4% | $9.56万 | 加仓 |
| HD | HOME DEPOT INC | $189.05万 | 0.38% | 5,748 | 480 | 9.1% | $15.79万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $190.38万 | 0.38% | 40,190 | -49,326 | -55.1% | -$233.66万 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $190.73万 | 0.38% | 6,565 | 1,306 | 24.8% | $37.94万 | 加仓 |