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Concurrent Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Concurrent Investment Advisors, LLC
报告期 2026-03-31 · CIK 0002001015
持仓数
1,929
前50大市值合计
$3.78B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 96
减持 32
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BOND
PIMCO ETF TR
+$20.4M
278,282
+396%
增持
NVDA
NVIDIA CORPORATION
+$17.0M
41,280
+1%
增持
GOOGL
ALPHABET INC
+$16.4M
118,116
+1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SGOV
ISHARES TR
+$14.9M
171,190
+648%
增持
VOO
VANGUARD INDEX FDS
+$13.5M
121,606
+18%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$11.5M
68,293
+64%
增持
TLT
ISHARES TR
+$10.5M
260,659
+82%
减持
IJK
ISHARES TR
-$9.9M
16,733
-88%
减持
AAPL
APPLE INC
-$8.9M
394,643
-1%
增持
IVV
ISHARES TR
+$8.0M
80,218
+12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.4M
58,508
+203%
增持
AMZN
AMAZON COM INC
+$6.0M
191,121
+2%
增持
IVW
ISHARES TR
+$5.9M
290,579
+17%
减持
MSFT
MICROSOFT CORP
+$5.7M
132,023
-0%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$5.5M
285,903
+20%
增持
AVDE
AMERICAN CENTY ETF TR
+$5.4M
127,742
+184%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$5.3M
622,491
+22%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$4.9M
44,929
-43%
增持
QQQ
INVESCO QQQ TR
+$4.7M
100,749
+3%
增持
VTI
VANGUARD INDEX FDS
+$4.6M
142,680
+4%
增持
META
META PLATFORMS INC
+$4.5M
30,162
+5%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$4.4M
194,440
增持
VTV
VANGUARD INDEX FDS
+$4.3M
158,617
+10%
减持
SPY
SPDR S&P 500 ETF TR
+$4.1M
162,488
-5%
增持
AGG
ISHARES TR
+$4.0M
189,256
+29%
减持
ONEY
SPDR SER TR
-$3.9M
5,345
-88%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
46,474
+5%
建仓
AUSF
GLOBAL X FDS
+$3.7M
91,502
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$3.7M
184,080
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.6M
340,622
+54%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$3.6M
492,532
+85%
增持
GOOG
ALPHABET INC
+$3.3M
83,325
+26%
增持
XLK
SELECT SECTOR SPDR TR
+$3.3M
111,322
+8%
增持
IJT
ISHARES TR
+$3.3M
38,707
+174%
增持
QUAL
ISHARES TR
+$3.3M
47,816
+54%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.2M
240,573
+45%
增持
VUG
VANGUARD INDEX FDS
+$3.2M
49,375
+12%
增持
LLY
ELI LILLY & CO
+$3.2M
15,272
+3%
增持
IJS
ISHARES TR
+$3.1M
45,447
+197%
增持
DIS
DISNEY WALT CO
+$3.0M
55,492
+31%
建仓
EOI
EATON VANCE ENHANCED EQUITY
+$2.9M
159,614
增持
IJH
ISHARES TR
+$2.9M
419,216
+415%
增持
IVE
ISHARES TR
+$2.9M
101,712
+10%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$2.9M
26,104
减持
XLP
SELECT SECTOR SPDR TR
-$2.8M
88,587
-33%
增持
IUSG
ISHARES TR
+$2.8M
84,900
+23%
增持
NVO
NOVO-NORDISK A S
+$2.8M
35,077
+111%
增持
RTX
RTX CORPORATION
+$2.8M
54,060
+82%
增持
XLV
SELECT SECTOR SPDR TR
+$2.7M
123,947
+8%
增持
ORCL
ORACLE CORP
+$2.7M
58,507
+32%
增持
XLE
SELECT SECTOR SPDR TR
+$2.7M
207,983
+3%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.6M
203,205
+18%
增持
MA
MASTERCARD INCORPORATED
+$2.4M
13,811
+39%
增持
IYW
ISHARES TR
+$2.3M
59,338
+28%
增持
EME
EMCOR GROUP INC
+$2.2M
13,934
+13%
增持
V
VISA INC
+$2.2M
50,038
+10%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.1M
41,826
+896%
增持
MSOS
ADVISORSHARES TR
+$2.1M
237,043
+492%
增持
IEFA
ISHARES TR
+$2.1M
358,291
+3%
增持
ABBV
ABBVIE INC
+$1.9M
48,803
+8%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.9M
108,260
+36%
增持
XLU
SELECT SECTOR SPDR TR
+$1.9M
69,980
+64%
增持
—
UNILEVER PLC
+$1.9M
51,775
+248%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$1.9M
548,616
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.9M
138,621
+4%
建仓
IGE
ISHARES TR
+$1.8M
41,089
增持
SPYM
SPDR SER TR
+$1.8M
123,122
+20%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.8M
0
-100%
增持
IWF
ISHARES TR
+$1.8M
7,641
+186%
建仓
INDA
ISHARES TR
+$1.6M
31,929
减持
MRK
MERCK & CO INC
+$1.6M
82,896
-3%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$1.6M
23,766
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.5M
169,905
+22%
增持
IWM
ISHARES TR
+$1.5M
52,530
+10%
减持
—
EXXON MOBIL CORP
+$1.5M
111,888
-3%
增持
IUSB
ISHARES TR
+$1.4M
75,543
+73%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.4M
134,733
+28%
减持
AVGO
BROADCOM INC
+$1.4M
7,085
-1%
减持
BROS
DUTCH BROS INC
-$1.4M
131,029
-28%
增持
DOW
DOW INC
+$1.4M
43,405
+111%
建仓
DYNF
BLACKROCK ETF TRUST
+$1.4M
31,004
减持
IWN
ISHARES TR
-$1.4M
8,349
-52%
增持
SMH
VANECK ETF TRUST
+$1.4M
24,121
+4%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.4M
262,331
+39%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$1.4M
44,228
-45%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.4M
76,485
+29%
增持
LOW
LOWES COS INC
+$1.4M
25,178
+11%
增持
—
EATON CORP PLC
+$1.3M
18,193
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
223,204
+8%
增持
XLF
SELECT SECTOR SPDR TR
+$1.3M
159,201
+11%
增持
NFLX
NETFLIX INC
+$1.3M
6,040
+25%
增持
MBB
ISHARES TR
+$1.3M
40,742
+57%
增持
MGK
VANGUARD WORLD FD
+$1.3M
32,955
+5%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.3M
8,287
+502%
增持
KHC
KRAFT HEINZ CO
+$1.3M
41,815
+485%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
11,399
+324%
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$1.3M
6,424
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$1.3M
17,057
-38%
建仓
DHI
D R HORTON INC
+$1.2M
7,593
增持
INTU
INTUIT
+$1.2M
5,744
+44%
减持
SPYG
SPDR SER TR
+$1.2M
187,282
-2%
清仓
TFLO
ISHARES TR
-$1.2M
0
-100%
减持
CSCO
CISCO SYS INC
-$1.2M
150,474
-13%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$1.2M
2,110
-86%
增持
—
MEDTRONIC PLC
+$1.2M
39,490
+45%
减持
O
REALTY INCOME CORP
-$1.2M
18,760
-51%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
19,005
+333%
清仓
SPTM
SPDR SER TR
-$1.2M
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$1.2M
23,098
减持
JPM
JPMORGAN CHASE & CO
+$1.2M
63,699
-7%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.1M
215,632
+9%
增持
QCOM
QUALCOMM INC
+$1.1M
31,898
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
129,310
-25%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.1M
12,135
-60%
减持
CTAS
CINTAS CORP
-$1.1M
1,091
-64%
增持
PH
PARKER-HANNIFIN CORP
+$1.1M
2,515
+261%
减持
—
BLACKROCK INC
-$1.1M
4,001
-26%
清仓
LULU
LULULEMON ATHLETICA INC
-$1.1M
0
-100%
增持
CALF
PACER FDS TR
+$1.0M
32,486
+183%
减持
EFV
ISHARES TR
-$1.0M
26,635
-44%
减持
BSY
BENTLEY SYS INC
-$1.0M
157,479
-11%
减持
BNL
BROADSTONE NET LEASE INC
-$1.0M
393,030
-6%
增持
BIL
SPDR SER TR
+$1.0M
42,695
+34%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$1.0M
12,483
增持
DG
DOLLAR GEN CORP NEW
+$989.2K
8,753
+216%
增持
PEP
PEPSICO INC
+$987.8K
72,318
+5%
增持
SPYV
SPDR SER TR
+$960.0K
105,575
+14%
增持
DXJ
WISDOMTREE TR
+$957.1K
15,431
+89%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$957.0K
45,248
建仓
NUGO
NUSHARES ETF TR
+$946.0K
32,264
增持
DEO
DIAGEO PLC
+$942.1K
10,385
+151%
减持
PFE
PFIZER INC
-$940.2K
93,575
-24%
减持
DGRW
WISDOMTREE TR
+$933.4K
255,867
-3%
增持
XLI
SELECT SECTOR SPDR TR
+$932.8K
27,150
+24%
增持
COWZ
PACER FDS TR
+$930.3K
96,297
+7%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$922.3K
17,005
增持
CARR
CARRIER GLOBAL CORPORATION
+$918.3K
25,765
+155%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$907.1K
27,069
+8%
增持
SOXX
ISHARES TR
+$893.8K
6,373
+572%
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$879.9K
30,155
清仓
ES
EVERSOURCE ENERGY
-$874.0K
0
-100%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$872.8K
56,048
+193%
增持
BND
VANGUARD BD INDEX FDS
+$852.0K
26,410
+82%
减持
OMFS
INVESCO EXCH TRD SLF IDX FD
-$851.2K
23,568
-47%
减持
SPGI
S&P GLOBAL INC
-$842.8K
6,875
-20%
增持
WMT
WALMART INC
+$841.2K
228,446
+179%
增持
SHW
SHERWIN WILLIAMS CO
+$839.0K
10,278
+17%
减持
CAT
CATERPILLAR INC
+$835.5K
15,585
-5%
增持
TGT
TARGET CORP
+$828.0K
17,893
+9%
增持
BAC
BANK AMERICA CORP
+$800.3K
146,033
+4%
