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 |
|---|---|---|---|---|---|---|---|---|
| XLY | SELECT SECTOR SPDR TR | $21.20万 | 0.04% | 1,808 | -196 | -9.8% | -$2.30万 | 重新持有 |
| DLN | WISDOMTREE TR | $21.02万 | 0.03% | 2,182 | 2,182 | — | $21.02万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.94万 | 0.03% | 2,650 | 1 | 0.0% | $79 | 加仓 |
| GLD | SPDR GOLD TR | $20.92万 | 0.03% | 568 | 17 | 3.1% | $6,262 | 加仓 |
| GEV | GE VERNOVA INC | $20.44万 | 0.03% | 174 | 174 | — | $20.44万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.38万 | 0.03% | 5,972 | -93,837 | -94.0% | -$320.28万 | 重新持有 |
| TCHP | T ROWE PRICE ETF INC | $20.36万 | 0.03% | 4,064 | -10,323 | -71.8% | -$51.71万 | 减仓 |
| — | 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 |