Parcion Private Wealth LLC 13F 持仓 · 2026年Q2
Parcion Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 529 只证券，申报市值合计 18.01 亿美元。前几大持仓：IEFA（7.15%）、DFEM（5.87%）、AIRR（3.70%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $128.8M | 7.15% | 1.3M | 减持 |
| 2 | DFEM | DIMENSIONAL ETF TRUST | $105.8M | 5.87% | 2.6M | 减持 |
| 3 | AIRR | FIRST TR EXCHANGE TRADED FD | $66.6M | 3.70% | 499,778 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $59.7M | 3.31% | 81,057 | 减持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $54.2M | 3.01% | 434,292 | 减持 |
| 6 | MUB | ISHARES TR | $54.2M | 3.01% | 503,579 | 减持 |
| 7 | GLDM | WORLD GOLD TR | $49.9M | 2.77% | 628,609 | 增持 |
| 8 | XLRE | SELECT SECTOR SPDR TR | $46.5M | 2.58% | 1.1M | 增持 |
| 9 | DBMF | LITMAN GREGORY FDS TR | $46.3M | 2.57% | 1.5M | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $45.0M | 2.50% | 224,945 | 增持 |
| 11 | AAPL | APPLE INC | $44.2M | 2.45% | 152,759 | 增持 |
| 12 | POWR | ISHARES INC | $42.2M | 2.34% | 1.5M | 新建仓 |
| 13 | BAI | BLACKROCK ETF TRUST | $32.8M | 1.82% | 622,079 | 减持 |
| 14 | GOOGL | ALPHABET INC | $32.9M | 1.82% | 91,923 | 减持 |
| 15 | KLAC | KLA CORP | $31.1M | 1.73% | 103,076 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $29.6M | 1.65% | 79,439 | 增持 |
| 17 | COIN | COINBASE GLOBAL INC | $29.3M | 1.63% | 200,585 | 增持 |
| 18 | IVV | ISHARES TR | $28.1M | 1.56% | 1.2M | 增持 |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $27.6M | 1.53% | 129,862 | 减持 |
| 20 | PCAR | PACCAR INC | $26.9M | 1.50% | 224,242 | 减持 |
| 21 | IAU | ISHARES GOLD TR | $24.1M | 1.34% | 318,583 | 减持 |
| 22 | AVGO | BROADCOM INC | $21.5M | 1.19% | 56,832 | 减持 |
| 23 | STIP | ISHARES TR | $21.3M | 1.18% | 208,243 | 增持 |
| 24 | QLTA | ISHARES TR | $20.2M | 1.12% | 425,835 | 增持 |
| 25 | AMZN | AMAZON COM INC | $18.9M | 1.05% | 79,418 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR