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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $3,248.65万 | 6.50% | 506,968 | 51,256 | 11.2% | $328.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,603.79万 | 5.21% | 81,162 | -1 | -0.0% | -$321 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,769.34万 | 3.54% | 541,614 | 243,849 | 81.9% | $796.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,313.94万 | 2.63% | 21,988 | 1,206 | 5.8% | $72.07万 | 加仓 |
| IVV | ISHARES TR | $1,309.16万 | 2.62% | 20,041 | 1,348 | 7.2% | $88.06万 | 加仓 |
| DON | WISDOMTREE TR | $1,214.68万 | 2.43% | 231,191 | -20,143 | -8.0% | -$105.83万 | 减仓 |
| EFA | ISHARES TR | $1,192.44万 | 2.39% | 122,767 | 2,008 | 1.7% | $19.50万 | 加仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $1,156.31万 | 2.31% | 293,256 | 35,669 | 13.8% | $140.64万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,122.20万 | 2.25% | 108,561 | 13,283 | 13.9% | $137.31万 | 加仓 |
| DXJ | WISDOMTREE TR | $1,114.60万 | 2.23% | 70,286 | 13,135 | 23.0% | $208.30万 | 加仓 |
| AIRR | FIRST TR EXCHANGE-TRADED FD | $1,097.68万 | 2.20% | 99,086 | 15,764 | 18.9% | $174.63万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $955.18万 | 1.91% | 175,102 | -25,983 | -12.9% | -$141.74万 | 减仓 |
| SDY | SPDR SER TR | $928.00万 | 1.86% | 63,587 | -8,150 | -11.4% | -$118.94万 | 减仓 |
| IJH | ISHARES TR | $853.42万 | 1.71% | 126,376 | 973 | 0.8% | $6.57万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $844.21万 | 1.69% | 89,581 | 14,817 | 19.8% | $139.64万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $698.48万 | 1.40% | 335,452 | 321,985 | 2,390.9% | $670.44万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $677.64万 | 1.36% | 31,715 | -396 | -1.2% | -$8.46万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $608.70万 | 1.22% | 31,716 | 727 | 2.3% | $13.95万 | 加仓 |
| AAPL | APPLE INC | $603.34万 | 1.21% | 23,773 | 313 | 1.3% | $7.94万 | 加仓 |
| DHS | WISDOMTREE TR | $598.28万 | 1.20% | 54,777 | -4,231 | -7.2% | -$46.21万 | 减仓 |
| — | EXXON MOBIL CORP | $592.57万 | 1.19% | 34,927 | -951 | -2.7% | -$16.13万 | 减仓 |
| AVGO | BROADCOM INC | $590.86万 | 1.18% | 19,090 | 97 | 0.5% | $3.00万 | 加仓 |
| MUB | ISHARES TR | $576.45万 | 1.15% | 54,305 | 5,340 | 10.9% | $56.68万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $534.75万 | 1.07% | 18,119 | 2,816 | 18.4% | $83.11万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $529.24万 | 1.06% | 124,440 | -56,105 | -31.1% | -$238.61万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $475.95万 | 0.95% | 100,137 | 9,004 | 9.9% | $42.80万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $421.76万 | 0.84% | 201,991 | 12,074 | 6.4% | $25.21万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $406.64万 | 0.81% | 171,911 | 14,018 | 8.9% | $33.16万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $406.37万 | 0.81% | 186,295 | 10,784 | 6.1% | $23.52万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $401.03万 | 0.80% | 161,355 | 11,640 | 7.8% | $28.93万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $393.09万 | 0.79% | 168,022 | 9,956 | 6.3% | $23.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $391.27万 | 0.78% | 10,570 | 212 | 2.0% | $7.85万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $382.88万 | 0.77% | 166,299 | 12,852 | 8.4% | $29.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $380.45万 | 0.76% | 12,933 | 199 | 1.6% | $5.85万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $374.45万 | 0.75% | 133,733 | 36,552 | 37.6% | $102.35万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $367.91万 | 0.74% | 144,742 | 9,700 | 7.2% | $24.66万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $362.66万 | 0.73% | 5,880 | -6 | -0.1% | -$3,701 | 减仓 |
| IBDW | ISHARES TR | $356.67万 | 0.71% | 170,410 | 6,763 | 4.1% | $14.15万 | 加仓 |
| IBDV | ISHARES TR | $355.27万 | 0.71% | 162,299 | 6,513 | 4.2% | $14.26万 | 加仓 |
| IBDU | ISHARES TR | $354.34万 | 0.71% | 152,340 | 6,048 | 4.1% | $14.07万 | 加仓 |
| IBDT | ISHARES TR | $354.06万 | 0.71% | 139,779 | 5,639 | 4.2% | $14.28万 | 加仓 |
| IBDS | ISHARES TR | $353.00万 | 0.71% | 145,628 | 5,844 | 4.2% | $14.17万 | 加仓 |
| IBDX | ISHARES TR | $347.82万 | 0.70% | 137,642 | 3,440 | 2.6% | $8.69万 | 加仓 |
| IBDR | ISHARES TR | $346.00万 | 0.69% | 142,738 | 4,155 | 3.0% | $10.07万 | 加仓 |
| IWB | ISHARES TR | $343.47万 | 0.69% | 9,633 | -333 | -3.3% | -$11.87万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $332.80万 | 0.67% | 18,252 | 489 | 2.8% | $8.92万 | 加仓 |
| IBDY | ISHARES TR | $332.28万 | 0.67% | 128,541 | 6,523 | 5.3% | $16.86万 | 加仓 |
| SPAB | SPDR SER TR | $323.45万 | 0.65% | 126,247 | 11,173 | 9.7% | $28.63万 | 加仓 |
| CVX | CHEVRON CORP NEW | $320.44万 | 0.64% | 15,487 | -3,750 | -19.5% | -$77.59万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $319.46万 | 0.64% | 66,686 | 1,038 | 1.6% | $4.97万 | 加仓 |
| CAT | CATERPILLAR INC | $315.35万 | 0.63% | 4,451 | 39 | 0.9% | $2.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $313.87万 | 0.63% | 12,840 | 629 | 5.2% | $15.38万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $296.05万 | 0.59% | 125,313 | 2,925 | 2.4% | $6.91万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $290.20万 | 0.58% | 86,547 | 2,455 | 2.9% | $8.23万 | 加仓 |
| AMGN | AMGEN INC | $286.63万 | 0.57% | 8,146 | 206 | 2.6% | $7.25万 | 加仓 |
| IWD | ISHARES TR | $281.57万 | 0.56% | 13,178 | 29 | 0.2% | $6,196 | 加仓 |
| MRK | MERCK & CO INC | $273.66万 | 0.55% | 22,750 | 775 | 3.5% | $9.32万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $272.57万 | 0.55% | 18,404 | 319 | 1.8% | $4.72万 | 加仓 |
| ABBV | ABBVIE INC | $266.97万 | 0.53% | 12,274 | 80 | 0.7% | $1.74万 | 加仓 |
| MCD | MCDONALDS CORP | $262.56万 | 0.53% | 8,448 | 393 | 4.9% | $12.21万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $261.74万 | 0.52% | 4,330 | 102 | 2.4% | $6.17万 | 加仓 |
| BAC | BANK AMERICA CORP | $249.87万 | 0.50% | 51,256 | 1,159 | 2.3% | $5.65万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $243.26万 | 0.49% | 51,857 | 48,631 | 1,507.5% | $228.13万 | 加仓 |
| MO | ALTRIA GROUP INC | $239.75万 | 0.48% | 36,331 | 1,897 | 5.5% | $12.52万 | 加仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $238.79万 | 0.48% | 44,610 | 14,871 | 50.0% | $79.60万 | 加仓 |
| KR | KROGER CO | $236.59万 | 0.47% | 32,696 | 1,518 | 4.9% | $10.98万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $231.89万 | 0.46% | 46,481 | 2,162 | 4.9% | $10.79万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $230.67万 | 0.46% | 41,758 | 12,076 | 40.7% | $66.71万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $221.59万 | 0.44% | 16,923 | 804 | 5.0% | $10.53万 | 加仓 |
| IGV | ISHARES TR | $221.31万 | 0.44% | 27,647 | 27,647 | — | $221.31万 | 新建仓 |
| BLK | BLACKROCK INC | $217.01万 | 0.43% | 2,256 | 73 | 3.3% | $7.02万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $214.17万 | 0.43% | 42,663 | 11,635 | 37.5% | $58.41万 | 加仓 |
| TGT | TARGET CORP | $207.26万 | 0.41% | 17,100 | 3,225 | 23.2% | $39.09万 | 加仓 |
| FDX | FEDEX CORP | $206.87万 | 0.41% | 5,808 | 283 | 5.1% | $10.08万 | 加仓 |
| HSY | HERSHEY CO | $200.74万 | 0.40% | 9,655 | 498 | 5.4% | $10.35万 | 加仓 |
| MET | METLIFE INC | $197.75万 | 0.40% | 27,962 | 1,584 | 6.0% | $11.20万 | 加仓 |
| DG | DOLLAR GEN CORP NEW | $195.40万 | 0.39% | 16,457 | 685 | 4.3% | $8.13万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $193.24万 | 0.39% | 9,286 | 331 | 3.7% | $6.89万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $190.73万 | 0.38% | 6,565 | 1,306 | 24.8% | $37.94万 | 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 |
| HD | HOME DEPOT INC | $189.05万 | 0.38% | 5,748 | 480 | 9.1% | $15.79万 | 加仓 |
| QCOM | QUALCOMM INC | $187.07万 | 0.37% | 14,526 | 742 | 5.4% | $9.56万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $183.98万 | 0.37% | 7,068 | 480 | 7.3% | $12.49万 | 加仓 |
| AOS | SMITH A O CORP | $182.50万 | 0.37% | 27,677 | 1,167 | 4.4% | $7.70万 | 加仓 |
| KO | COCA COLA CO | $178.59万 | 0.36% | 23,482 | 1,948 | 9.0% | $14.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $177.68万 | 0.36% | 10,187 | -320 | -3.0% | -$5.58万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $173.83万 | 0.35% | 51,474 | 2,041 | 4.1% | $6.89万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $165.01万 | 0.33% | 33,876 | 6,816 | 25.2% | $33.20万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $163.75万 | 0.33% | 57,036 | 16,115 | 39.4% | $46.27万 | 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 |
| ADP | AUTOMATIC DATA PROCESSING IN | $162.13万 | 0.32% | 7,979 | 568 | 7.7% | $11.54万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $161.97万 | 0.32% | 8,168 | 1,397 | 20.6% | $27.70万 | 加仓 |
| DVY | ISHARES TR | $156.28万 | 0.31% | 10,321 | -1,003 | -8.9% | -$15.19万 | 减仓 |
| ONEY | SPDR SER TR | $153.47万 | 0.31% | 12,784 | -63 | -0.5% | -$7,563 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $150.44万 | 0.30% | 49,035 | -890 | -1.8% | -$2.73万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $150.08万 | 0.30% | 12,963 | 1,349 | 11.6% | $15.62万 | 加仓 |
| OC | OWENS CORNING NEW | $149.54万 | 0.30% | 13,818 | 3,204 | 30.2% | $34.67万 | 加仓 |
| ZTS | ZOETIS INC | $145.97万 | 0.29% | 12,347 | 2,555 | 26.1% | $30.20万 | 加仓 |
| NKE | NIKE INC | $139.69万 | 0.28% | 26,446 | 6,339 | 31.5% | $33.48万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $133.27万 | 0.27% | 2,049 | -10 | -0.5% | -$6,504 | 减仓 |