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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 26
增持 113
减持 7
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BROS
DUTCH BROS INC
+$47.0M
1,240,399
+847%
增持
AAPL
APPLE INC
+$36.8M
482,945
+22%
增持
VOO
VANGUARD INDEX FDS
+$33.0M
182,814
+50%
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
NVDA
NVIDIA CORPORATION
+$30.9M
551,713
+1237%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$24.9M
5,905
-91%
增持
MSFT
MICROSOFT CORP
+$22.3M
174,200
+32%
增持
TSLA
TESLA INC
+$14.0M
104,483
+12%
增持
AMZN
AMAZON COM INC
+$12.8M
244,750
+28%
增持
AGG
ISHARES TR
+$12.8M
322,439
+70%
减持
IVE
ISHARES TR
-$11.6M
40,692
-60%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$10.3M
19,216
增持
COWZ
PACER FDS TR
+$10.2M
290,024
+201%
增持
IJK
ISHARES TR
+$10.1M
132,350
+691%
增持
LLY
ELI LILLY & CO
+$9.0M
23,114
+51%
增持
USMV
ISHARES TR
+$8.6M
134,470
+316%
增持
AVGO
BROADCOM INC
+$8.5M
11,130
+57%
增持
GOOGL
ALPHABET INC
-$7.5M
146,300
+24%
增持
PEP
PEPSICO INC
+$6.5M
116,209
+61%
增持
XLU
SELECT SECTOR SPDR TR
+$6.2M
157,845
+126%
增持
SPY
SPDR S&P 500 ETF TR
+$6.1M
167,379
+3%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$5.9M
197,479
增持
VTI
VANGUARD INDEX FDS
+$5.8M
160,364
+12%
减持
XLE
SELECT SECTOR SPDR TR
-$5.8M
152,139
-27%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$5.7M
65,258
-67%
增持
GOOG
ALPHABET INC
+$5.7M
100,239
+20%
增持
QQQ
INVESCO QQQ TR
+$5.6M
105,096
+4%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$5.4M
188,501
增持
WMT
WALMART INC
+$5.3M
281,861
+23%
建仓
FCVT
FIRST TR EXCHANGE-TRADED FD
+$5.3M
157,041
增持
—
EXXON MOBIL CORP
+$5.2M
158,136
+41%
增持
VTV
VANGUARD INDEX FDS
+$4.9M
191,561
+21%
清仓
IYC
ISHARES TR
-$4.9M
0
-100%
增持
IVW
ISHARES TR
+$4.7M
315,869
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$4.7M
86,254
+35%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$4.5M
168,735
增持
ORCL
ORACLE CORP
+$4.4M
83,422
+43%
增持
IEFA
ISHARES TR
+$4.3M
425,905
+19%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$4.3M
64,454
+262%
增持
BAC
BANK AMERICA CORP
+$4.2M
244,950
+68%
增持
SMH
VANECK ETF TRUST
+$4.1M
36,584
+52%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.1M
71,329
+59%
增持
VUG
VANGUARD INDEX FDS
+$4.1M
56,272
+14%
建仓
IDU
ISHARES TR
+$4.0M
46,077
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$4.0M
118,515
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.8M
704,129
+13%
增持
IVV
ISHARES TR
+$3.6M
83,699
+4%
增持
HD
HOME DEPOT INC
+$3.6M
51,002
+40%
增持
TFC
TRUIST FINL CORP
+$3.6M
130,078
+253%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.5M
21,079
+45%
增持
XLK
SELECT SECTOR SPDR TR
+$3.3M
117,186
+5%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$3.2M
122,997
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$3.1M
199,909
+63%
增持
GLD
SPDR GOLD TR
+$3.1M
81,195
+16%
增持
MRK
MERCK & CO INC
+$3.1M
113,061
+36%
增持
META
META PLATFORMS INC
+$2.9M
34,802
+15%
增持
CSCO
CISCO SYS INC
+$2.9M
218,389
+45%
增持
FPE
FIRST TR EXCH TRADED FD III
+$2.8M
424,838
+62%
增持
BIL
SPDR SER TR
+$2.8M
73,344
+72%
增持
PG
PROCTER AND GAMBLE CO
+$2.8M
90,074
+21%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.8M
296,096
+37%
增持
ABBV
ABBVIE INC
+$2.7M
67,379
+38%
增持
BOND
PIMCO ETF TR
+$2.7M
309,871
+11%
增持
CVX
CHEVRON CORP NEW
+$2.7M
80,708
+28%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$2.6M
120,721
+93%
增持
T
AT&T INC
+$2.6M
350,816
+50%
清仓
FEMB
FIRST TR EXCH TRADED FD III
-$2.5M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.5M
54,171
+17%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.5M
307,719
+58%
增持
SO
SOUTHERN CO
+$2.4M
77,153
+54%
增持
QCOM
QUALCOMM INC
+$2.4M
39,028
+22%
增持
V
VISA INC
+$2.3M
62,103
+24%
增持
POOL
POOL CORP
+$2.3M
9,316
+598%
清仓
—
PIONEER NAT RES CO
-$2.3M
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.3M
187,093
+45%
建仓
APO
APOLLO GLOBAL MGMT INC
+$2.2M
18,986
建仓
STXE
EA SERIES TRUST
+$2.2M
75,327
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
93,384
+29%
增持
WM
WASTE MGMT INC DEL
+$2.2M
25,438
+68%
增持
CVS
CVS HEALTH CORP
+$2.2M
61,886
+237%
增持
SGOV
ISHARES TR
+$2.2M
192,917
+13%
减持
MBB
ISHARES TR
-$2.2M
17,481
-57%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.1M
63,141
+44%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
8,251
+23%
增持
OKE
ONEOK INC NEW
+$2.1M
62,820
+64%
增持
NEE
NEXTERA ENERGY INC
+$2.0M
86,666
+35%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$2.0M
7,093
-83%
增持
UNP
UNION PAC CORP
+$1.9M
17,474
+111%
增持
IUSG
ISHARES TR
+$1.9M
92,941
+9%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.8M
6,342
+270%
增持
NFLX
NETFLIX INC
+$1.8M
8,125
+35%
增持
EOI
EATON VANCE ENHANCED EQUITY
+$1.8M
242,015
+52%
增持
PFE
PFIZER INC
+$1.8M
155,824
+67%
建仓
SNY
SANOFI
+$1.7M
35,090
减持
SPYV
SPDR SER TR
-$1.7M
74,125
-30%
建仓
IAI
ISHARES TR
+$1.7M
14,196
增持
PANW
PALO ALTO NETWORKS INC
+$1.6M
8,607
+93%
建仓
VICI
VICI PPTYS INC
+$1.6M
57,504
建仓
WEN
WENDYS CO
+$1.6M
97,076
增持
HAL
HALLIBURTON CO
+$1.6M
98,415
+129%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.6M
155,114
+12%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.6M
39,871
+53%
增持
KO
COCA COLA CO
+$1.6M
155,351
+14%
增持
DVN
DEVON ENERGY CORP NEW
+$1.6M
75,379
+89%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
265,380
+10%
增持
DUK
DUKE ENERGY CORP NEW
+$1.6M
39,820
+59%
建仓
BTI
BRITISH AMERN TOB PLC
+$1.5M
49,668
建仓
DRLL
EA SERIES TRUST
+$1.5M
50,656
增持
MGK
VANGUARD WORLD FD
+$1.5M
34,815
+6%
增持
MET
METLIFE INC
+$1.5M
26,838
+394%
增持
COP
CONOCOPHILLIPS
+$1.5M
55,166
+45%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$1.5M
44,835
增持
APD
AIR PRODS & CHEMS INC
+$1.5M
17,209
+40%
建仓
CVNA
CARVANA CO
+$1.5M
11,290
增持
TGT
TARGET CORP
+$1.4M
31,183
+74%
增持
HON
HONEYWELL INTL INC
+$1.4M
17,539
+55%
增持
QUAL
ISHARES TR
+$1.4M
54,274
+14%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$1.4M
13,159
+451%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.4M
35,933
+331%
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$1.4M
0
-100%
增持
—
MEDTRONIC PLC
+$1.4M
61,268
+55%
增持
AMGN
AMGEN INC
+$1.4M
17,873
+20%
增持
SPYG
SPDR SER TR
+$1.4M
187,835
+0%
建仓
ALLY
ALLY FINL INC
+$1.3M
34,003
增持
WELL
WELLTOWER INC
+$1.3M
19,349
+167%
增持
TJX
TJX COS INC NEW
+$1.3M
46,643
+24%
建仓
VALE
VALE S A
+$1.3M
115,768
增持
MO
ALTRIA GROUP INC
+$1.3M
83,374
+45%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$1.3M
45,940
增持
SYY
SYSCO CORP
+$1.3M
24,654
+314%
增持
—
EATON CORP PLC
+$1.3M
22,205
+22%
增持
FLGV
FRANKLIN TEMPLETON ETF TR
+$1.3M
75,437
+482%
建仓
—
STELLANTIS N.V
+$1.2M
62,174
增持
TLT
ISHARES TR
+$1.2M
281,841
+8%
增持
PSX
PHILLIPS 66
+$1.2M
19,709
+103%
增持
MINT
PIMCO ETF TR
+$1.2M
14,178
+496%
建仓
—
INTERNATIONAL GAME TECHNOLOG
+$1.2M
57,920
增持
EMR
EMERSON ELEC CO
+$1.2M
40,950
+39%
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.2M
11,589
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$1.2M
54,707
+350%
建仓
GLW
CORNING INC
+$1.2M
29,613
增持
—
LINDE PLC
+$1.1M
4,625
+143%
增持
EFA
ISHARES TR
+$1.1M
18,391
+332%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$1.1M
39,517
+66%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.1M
4,968
+77%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.1M
35,952
+200%
增持
IEMG
ISHARES INC
+$1.1M
275,460
+4%
建仓
DPZ
DOMINOS PIZZA INC
+$1.1M
2,046
增持
IWF
ISHARES TR
+$1.0M
9,939
+30%
增持
RTX
RTX CORPORATION
+$1.0M
62,904
+16%
增持
PM
PHILIP MORRIS INTL INC
+$1.0M
29,896
+36%
