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
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
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
2026Q2 卖出最多 按季末市值估算
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
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -34,927 | -100.0% | -$592.57万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -9,655 | -100.0% | -$200.74万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -57,036 | -100.0% | -$163.75万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -26,446 | -100.0% | -$139.69万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$49.42万 | 清仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | -3,543 | -100.0% | -$41.83万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -12,575 | -100.0% | -$36.45万 | 清仓 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -14,175 | -100.0% | -$29.37万 | 清仓 |
| KNF | KNIFE RIVER CORP | $0 | 0.00% | 0 | -3,543 | -100.0% | -$28.93万 | 清仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -4,895 | -100.0% | -$22.63万 | 清仓 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $0 | 0.00% | 0 | -10,951 | -100.0% | -$13.34万 | 清仓 |
| TCHP | T ROWE PRICE ETF INC | $20.36万 | 0.03% | 4,064 | -10,323 | -71.8% | -$51.71万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.38万 | 0.03% | 5,972 | -93,837 | -94.0% | -$320.28万 | 重新持有 |
| GEV | GE VERNOVA INC | $20.44万 | 0.03% | 174 | 174 | — | $20.44万 | 新建仓 |
| GLD | SPDR GOLD TR | $20.92万 | 0.03% | 568 | 17 | 3.1% | $6,262 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.94万 | 0.03% | 2,650 | 1 | 0.0% | $79 | 加仓 |
| DLN | WISDOMTREE TR | $21.02万 | 0.03% | 2,182 | 2,182 | — | $21.02万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $21.20万 | 0.04% | 1,808 | -196 | -9.8% | -$2.30万 | 重新持有 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.67万 | 0.04% | 5,896 | 5,896 | — | $21.67万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $21.86万 | 0.04% | 390 | 390 | — | $21.86万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $22.25万 | 0.04% | 1,310 | 1,310 | — | $22.25万 | 新建仓 |
| MTB | M & T BK CORP | $22.89万 | 0.04% | 962 | 962 | — | $22.89万 | 新建仓 |
| NFLX | NETFLIX INC | $22.92万 | 0.04% | 3,210 | 547 | 20.5% | $3.91万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $23.29万 | 0.04% | 3,710 | -1,032 | -21.8% | -$6.48万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.36万 | 0.04% | 2,826 | 2,826 | — | $23.36万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $23.46万 | 0.04% | 1,932 | 1,932 | — | $23.46万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $23.75万 | 0.04% | 6,397 | 6,397 | — | $23.75万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $23.81万 | 0.04% | 2,785 | 12 | 0.4% | $1,026 | 加仓 |
| MDT | MEDTRONIC PLC | $24.04万 | 0.04% | 3,073 | 3,073 | — | $24.04万 | 新建仓 |
| SYK | STRYKER CORPORATION | $24.21万 | 0.04% | 769 | -24 | -3.0% | -$7,556 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $24.99万 | 0.04% | 571 | 571 | — | $24.99万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $25.07万 | 0.04% | 11,211 | 11,211 | — | $25.07万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.38万 | 0.04% | 7,554 | 7,554 | — | $25.38万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.13万 | 0.04% | 6,393 | 6,393 | — | $26.13万 | 新建仓 |
| AFL | AFLAC INC | $26.50万 | 0.04% | 2,260 | -1,625 | -41.8% | -$19.05万 | 减仓 |
| PFE | PFIZER INC | $26.53万 | 0.04% | 11,016 | 11,016 | — | $26.53万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $26.91万 | 0.04% | 16,431 | 16,431 | — | $26.91万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.02万 | 0.04% | 1,142 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $27.29万 | 0.05% | 815 | 815 | — | $27.29万 | 新建仓 |
| ORCL | ORACLE CORP | $27.31万 | 0.05% | 1,864 | 385 | 26.0% | $5.64万 | 加仓 |
| VST | VISTRA CORP | $28.63万 | 0.05% | 1,805 | 162 | 9.9% | $2.57万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.76万 | 0.05% | 8,498 | 19 | 0.2% | $643 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.22万 | 0.05% | 2,505 | -1,085 | -30.2% | -$12.66万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $29.27万 | 0.05% | 596 | 596 | — | $29.27万 | 新建仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $29.50万 | 0.05% | 12,728 | -2,477 | -16.3% | -$5.74万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $29.69万 | 0.05% | 8,774 | 8,774 | — | $29.69万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $31.32万 | 0.05% | 610 | 128 | 26.6% | $6.57万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $32.01万 | 0.05% | 1,056 | 1,056 | — | $32.01万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.44万 | 0.05% | 10,391 | -83,615 | -88.9% | -$261.05万 | 重新持有 |
| OKE | ONEOK INC NEW | $32.95万 | 0.05% | 3,790 | 3,790 | — | $32.95万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $33.00万 | 0.05% | 9,861 | 9,861 | — | $33.00万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $33.07万 | 0.05% | 1,093 | 1,093 | — | $33.07万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $33.25万 | 0.06% | 6,202 | 6,202 | — | $33.25万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.31万 | 0.06% | 5,954 | 5,954 | — | $34.31万 | 新建仓 |
| SPSM | SPDR SER TR | $36.53万 | 0.06% | 6,335 | -396 | -5.9% | -$2.28万 | 减仓 |
| SPMD | SPDR SER TR | $36.75万 | 0.06% | 5,440 | -55 | -1.0% | -$3,716 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $37.00万 | 0.06% | 1,746 | 1,746 | — | $37.00万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $38.21万 | 0.06% | 396 | 396 | — | $38.21万 | 新建仓 |
| — | BOEING CO | $38.50万 | 0.06% | 5,721 | 5,721 | — | $38.50万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $40.86万 | 0.07% | 16,837 | 16,837 | — | $40.86万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $42.33万 | 0.07% | 22,846 | 22,846 | — | $42.33万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $42.61万 | 0.07% | 536 | 536 | — | $42.61万 | 新建仓 |
| PG | PROCTER AND GAMBLE CO | $43.48万 | 0.07% | 2,965 | 1,384 | 87.5% | $20.30万 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.18万 | 0.07% | 1,482 | -8,536 | -85.2% | -$254.46万 | 重新持有 |
| BX | BLACKSTONE INC | $44.33万 | 0.07% | 3,768 | 3,768 | — | $44.33万 | 新建仓 |
| PEP | PEPSICO INC | $44.74万 | 0.07% | 3,304 | 326 | 10.9% | $4.41万 | 加仓 |
| WPC | WP CAREY INC | $45.10万 | 0.07% | 6,307 | 6,307 | — | $45.10万 | 新建仓 |
| LLY | ELI LILLY & CO | $45.22万 | 0.08% | 377 | 56 | 17.4% | $6.72万 | 加仓 |
| EES | WISDOMTREE TR | $45.61万 | 0.08% | 6,728 | -21 | -0.3% | -$1,424 | 减仓 |
| MS | MORGAN STANLEY | $45.63万 | 0.08% | 2,183 | 445 | 25.6% | $9.30万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $45.99万 | 0.08% | 15,879 | 1,353 | 9.3% | $3.92万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $47.05万 | 0.08% | 503 | 50 | 11.0% | $4.68万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $52.01万 | 0.09% | 15,803 | 4,911 | 45.1% | $16.16万 | 加仓 |
| VGT | VANGUARD WORLD FD | $52.30万 | 0.09% | 4,376 | 4,376 | — | $52.30万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $52.95万 | 0.09% | 4,143 | -553 | -11.8% | -$7.07万 | 减仓 |
| TJX | TJX COS INC NEW | $53.07万 | 0.09% | 3,503 | 3,503 | — | $53.07万 | 新建仓 |
| — | STELLAR BANCORP INC | $53.94万 | 0.09% | 13,717 | -1,621 | -10.6% | -$6.37万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $54.14万 | 0.09% | 469 | 469 | — | $54.14万 | 新建仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $54.52万 | 0.09% | 1,645 | 6 | 0.4% | $1,989 | 加仓 |
| RTX | RTX CORPORATION | $54.56万 | 0.09% | 2,876 | 2,876 | — | $54.56万 | 新建仓 |
| SHOP | SHOPIFY INC | $55.58万 | 0.09% | 4,868 | -191 | -3.8% | -$2.18万 | 减仓 |
| IBDZ | ISHARES TR | $56.64万 | 0.09% | 21,743 | 21,743 | — | $56.64万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $57.56万 | 0.10% | 3,021 | 1,181 | 64.2% | $22.50万 | 加仓 |
| V | VISA INC | $58.48万 | 0.10% | 1,704 | 157 | 10.1% | $5.39万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $58.96万 | 0.10% | 1,729 | 1,729 | — | $58.96万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $59.21万 | 0.10% | 2,437 | 19 | 0.8% | $4,617 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.82万 | 0.11% | 2,269 | 2,269 | — | $63.82万 | 新建仓 |
| AMGN | AMGEN INC | $64.74万 | 0.11% | 1,788 | -6,358 | -78.1% | -$230.20万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.83万 | 0.11% | 1,357 | 1,357 | — | $64.83万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $64.85万 | 0.11% | 7,528 | 3,592 | 91.3% | $30.94万 | 加仓 |
| META | META PLATFORMS INC | $65.59万 | 0.11% | 1,164 | -92 | -7.3% | -$5.18万 | 减仓 |
| WMB | WILLIAMS COS INC | $66.27万 | 0.11% | 8,915 | 1,631 | 22.4% | $12.12万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $69.61万 | 0.12% | 2,058 | 25 | 1.2% | $8,456 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $70.28万 | 0.12% | 14,814 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $74.59万 | 0.12% | 2,858 | -4 | -0.1% | -$1,044 | 减仓 |
| C | CITIGROUP INC | $75.86万 | 0.13% | 5,420 | 5,420 | — | $75.86万 | 新建仓 |
| IDV | ISHARES TR | $79.67万 | 0.13% | 19,229 | 414 | 2.2% | $1.72万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $84.24万 | 0.14% | 34,174 | 13,541 | 65.6% | $33.38万 | 加仓 |
| COP | CONOCOPHILLIPS | $87.32万 | 0.15% | 8,399 | -74 | -0.9% | -$7,693 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $87.41万 | 0.15% | 4,831 | 4,831 | — | $87.41万 | 新建仓 |