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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $4,090.33万 | 6.80% | 574,081 | 67,113 | 13.2% | $478.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,058.89万 | 5.09% | 82,664 | 1,502 | 1.9% | $55.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,964.52万 | 3.27% | 28,604 | 6,616 | 30.1% | $454.39万 | 加仓 |
| AIRR | FIRST TR EXCHANGE-TRADED FD | $1,483.42万 | 2.47% | 111,326 | 12,240 | 12.4% | $163.10万 | 加仓 |
| IVV | ISHARES TR | $1,480.88万 | 2.46% | 19,774 | -267 | -1.3% | -$20.00万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,477.76万 | 2.46% | 34,102 | 2,387 | 7.5% | $103.44万 | 加仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $1,438.64万 | 2.39% | 333,482 | 40,226 | 13.7% | $173.53万 | 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 |
| DXJ | WISDOMTREE TR | $1,320.03万 | 2.20% | 76,074 | 5,788 | 8.2% | $100.43万 | 加仓 |
| EFA | ISHARES TR | $1,312.14万 | 2.18% | 126,313 | 3,546 | 2.9% | $36.84万 | 加仓 |
| DON | WISDOMTREE TR | $1,262.92万 | 2.10% | 223,446 | -7,745 | -3.4% | -$43.77万 | 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 |
| SDY | SPDR SER TR | $964.42万 | 1.60% | 63,374 | -213 | -0.3% | -$3.24万 | 减仓 |
| IJH | ISHARES TR | $947.01万 | 1.57% | 122,813 | -3,563 | -2.8% | -$27.47万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $920.45万 | 1.53% | 93,732 | 4,151 | 4.6% | $40.76万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $829.79万 | 1.38% | 217,165 | 217,165 | — | $829.79万 | 新建仓 |
| AVGO | BROADCOM INC | $822.58万 | 1.37% | 21,776 | 2,686 | 14.1% | $101.46万 | 加仓 |
| AAPL | APPLE INC | $776.40万 | 1.29% | 26,831 | 3,058 | 12.9% | $88.49万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $738.18万 | 1.23% | 21,793 | 3,674 | 20.3% | $124.45万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $692.08万 | 1.15% | 323,253 | -12,199 | -3.6% | -$26.12万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $663.23万 | 1.10% | 31,171 | -545 | -1.7% | -$11.60万 | 减仓 |
| DHS | WISDOMTREE TR | $625.26万 | 1.04% | 55,000 | 223 | 0.4% | $2.54万 | 加仓 |
| MUB | ISHARES TR | $604.32万 | 1.00% | 56,153 | 1,848 | 3.4% | $19.89万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $592.44万 | 0.99% | 52,484 | -56,077 | -51.7% | -$633.00万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $591.16万 | 0.98% | 198,909 | 65,176 | 48.7% | $193.70万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $556.52万 | 0.93% | 122,246 | -2,194 | -1.8% | -$9.99万 | 减仓 |
| CAT | CATERPILLAR INC | $518.71万 | 0.86% | 4,871 | 420 | 9.4% | $44.73万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $518.02万 | 0.86% | 95,877 | -4,260 | -4.3% | -$23.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $493.18万 | 0.82% | 13,221 | 2,651 | 25.1% | $98.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $488.41万 | 0.81% | 14,921 | 1,988 | 15.4% | $65.07万 | 加仓 |
| XOM | EXXON MOBIL CORP | $481.28万 | 0.80% | 35,202 | 35,202 | — | $481.28万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $472.48万 | 0.79% | 20,270 | 2,018 | 11.1% | $47.04万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $453.34万 | 0.75% | 216,030 | 14,039 | 7.0% | $29.46万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $449.28万 | 0.75% | 190,052 | 18,141 | 10.6% | $42.89万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $437.67万 | 0.73% | 199,682 | 13,387 | 7.2% | $29.34万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $435.33万 | 0.72% | 173,161 | 11,806 | 7.3% | $29.68万 | 加仓 |
| IBDU | ISHARES TR | $424.97万 | 0.71% | 183,495 | 31,155 | 20.5% | $72.15万 | 加仓 |
| IBDX | ISHARES TR | $424.33万 | 0.71% | 168,450 | 30,808 | 22.4% | $77.61万 | 加仓 |
| IBDW | ISHARES TR | $424.16万 | 0.71% | 203,531 | 33,121 | 19.4% | $69.02万 | 加仓 |
| IBDV | ISHARES TR | $423.40万 | 0.70% | 194,222 | 31,923 | 19.7% | $69.59万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $421.83万 | 0.70% | 179,962 | 11,940 | 7.1% | $27.99万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $413.57万 | 0.69% | 5,880 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $412.88万 | 0.69% | 163,519 | 23,740 | 17.0% | $59.94万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $412.19万 | 0.69% | 178,979 | 12,680 | 7.6% | $29.20万 | 加仓 |
| IBDS | ISHARES TR | $410.33万 | 0.68% | 169,417 | 23,789 | 16.3% | $57.62万 | 加仓 |
| ABBV | ABBVIE INC | $408.01万 | 0.68% | 16,214 | 3,940 | 32.1% | $99.15万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $402.58万 | 0.67% | 156,010 | 11,268 | 7.8% | $29.08万 | 加仓 |
| IBDY | ISHARES TR | $389.58万 | 0.65% | 151,321 | 22,780 | 17.7% | $58.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $387.53万 | 0.64% | 15,259 | 2,419 | 18.8% | $61.44万 | 加仓 |
| IWB | ISHARES TR | $386.80万 | 0.64% | 9,446 | -187 | -1.9% | -$7.66万 | 减仓 |
| IWD | ISHARES TR | $373.75万 | 0.62% | 15,417 | 2,239 | 17.0% | $54.28万 | 加仓 |
| SPAB | SPDR SER TR | $369.89万 | 0.62% | 144,942 | 18,695 | 14.8% | $47.71万 | 加仓 |
| IBDR | ISHARES TR | $358.39万 | 0.60% | 147,912 | 5,174 | 3.6% | $12.54万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $332.83万 | 0.55% | 104,108 | 17,561 | 20.3% | $56.14万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $329.71万 | 0.55% | 64,209 | -2,477 | -3.7% | -$12.72万 | 减仓 |
| QCOM | QUALCOMM INC | $310.40万 | 0.52% | 16,797 | 2,271 | 15.6% | $41.97万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $300.52万 | 0.50% | 127,638 | 2,325 | 1.9% | $5.47万 | 加仓 |
| MRK | MERCK & CO INC | $299.69万 | 0.50% | 23,322 | 572 | 2.5% | $7.35万 | 加仓 |
| BAC | BANK AMERICA CORP | $298.09万 | 0.50% | 52,315 | 1,059 | 2.1% | $6.03万 | 加仓 |
| CVX | CHEVRON CORP NEW | $296.34万 | 0.49% | 17,878 | 2,391 | 15.4% | $39.63万 | 加仓 |
| IGV | ISHARES TR | $293.03万 | 0.49% | 32,343 | 4,696 | 17.0% | $42.55万 | 加仓 |
| MO | ALTRIA GROUP INC | $283.64万 | 0.47% | 39,421 | 3,090 | 8.5% | $22.23万 | 加仓 |
| MCD | MCDONALDS CORP | $276.29万 | 0.46% | 10,221 | 1,773 | 21.0% | $47.93万 | 加仓 |
| ABT | ABBOTT LABS | $273.31万 | 0.45% | 30,120 | 26,618 | 760.1% | $241.53万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $269.97万 | 0.45% | 21,328 | 4,405 | 26.0% | $55.76万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $267.62万 | 0.45% | 16,935 | -1,469 | -8.0% | -$23.21万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $266.93万 | 0.44% | 44,275 | 2,517 | 6.0% | $15.17万 | 加仓 |
| MET | METLIFE INC | $261.50万 | 0.43% | 30,907 | 2,945 | 10.5% | $24.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $256.57万 | 0.43% | 12,823 | 2,636 | 25.9% | $52.74万 | 加仓 |
| TGT | TARGET CORP | $255.20万 | 0.42% | 19,539 | 2,439 | 14.3% | $31.86万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $250.84万 | 0.42% | 49,593 | 3,112 | 6.7% | $15.74万 | 加仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $249.23万 | 0.41% | 44,502 | -108 | -0.2% | -$6,048 | 减仓 |
| KO | COCA COLA CO | $244.73万 | 0.41% | 30,113 | 6,631 | 28.2% | $53.89万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $242.19万 | 0.40% | 4,754 | 424 | 9.8% | $21.60万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $241.63万 | 0.40% | 9,813 | 527 | 5.7% | $12.98万 | 加仓 |
| BLK | BLACKROCK INC | $237.65万 | 0.40% | 2,472 | 216 | 9.6% | $20.77万 | 加仓 |
| OC | OWENS CORNING NEW | $235.73万 | 0.39% | 14,829 | 1,011 | 7.3% | $16.07万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $228.20万 | 0.38% | 53,896 | 11,233 | 26.3% | $47.56万 | 加仓 |
| HD | HOME DEPOT INC | $227.99万 | 0.38% | 6,464 | 716 | 12.5% | $25.25万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $219.64万 | 0.37% | 27,097 | 11,416 | 72.8% | $92.54万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $216.13万 | 0.36% | 7,991 | 923 | 13.1% | $24.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $212.09万 | 0.35% | 5,103 | 601 | 13.3% | $24.98万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $209.70万 | 0.35% | 8,517 | 3,327 | 64.1% | $81.92万 | 加仓 |
| DG | DOLLAR GEN CORP NEW | $208.72万 | 0.35% | 18,132 | 1,675 | 10.2% | $19.28万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $206.82万 | 0.34% | 7,054 | 489 | 7.4% | $14.34万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $205.51万 | 0.34% | 40,701 | 511 | 1.3% | $2.58万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $202.30万 | 0.34% | 52,031 | 174 | 0.3% | $6,765 | 加仓 |
| FDX | FEDEX CORP | $198.59万 | 0.33% | 6,342 | 534 | 9.2% | $16.72万 | 加仓 |
| AMZN | AMAZON COM INC | $193.97万 | 0.32% | 8,138 | 2,051 | 33.7% | $48.89万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $191.95万 | 0.32% | 8,571 | 592 | 7.4% | $13.26万 | 加仓 |
| KR | KROGER CO | $188.44万 | 0.31% | 33,935 | 1,239 | 3.8% | $6.88万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $188.33万 | 0.31% | 59,391 | 10,356 | 21.1% | $32.84万 | 加仓 |
| AOS | SMITH A O CORP | $185.82万 | 0.31% | 29,628 | 1,951 | 7.0% | $12.24万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $181.00万 | 0.30% | 49,547 | -1,927 | -3.7% | -$7.04万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $180.83万 | 0.30% | 35,807 | 1,931 | 5.7% | $9.75万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $179.35万 | 0.30% | 8,706 | 8,706 | — | $179.35万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $174.70万 | 0.29% | 36,876 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $174.63万 | 0.29% | 14,867 | 7,047 | 90.1% | $82.78万 | 加仓 |
| GOOGL | ALPHABET INC | $173.02万 | 0.29% | 4,841 | 318 | 7.0% | $11.37万 | 加仓 |
| GOOG | ALPHABET INC | $171.74万 | 0.29% | 4,861 | 1,816 | 59.6% | $64.16万 | 加仓 |