小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 7
增持 107
减持 26
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
BROS
DUTCH BROS INC
-$43.5M
246,441
-80%
增持
VOO
VANGUARD INDEX FDS
+$17.0M
205,498
+12%
增持
EFA
ISHARES TR
+$16.4M
212,781
+1057%
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。
减持
SGOV
ISHARES TR
-$15.6M
37,567
-81%
增持
TLT
ISHARES TR
+$14.0M
406,269
+44%
增持
SPY
SPDR S&P 500 ETF TR
+$13.3M
181,860
+9%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$12.6M
229,742
+177%
增持
AAPL
APPLE INC
+$12.3M
505,428
+5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$10.0M
490
-97%
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$9.0M
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$8.8M
57,375
-62%
减持
TSLA
TESLA INC
-$8.5M
47,202
-55%
增持
VTV
VANGUARD INDEX FDS
+$7.7M
220,301
+15%
增持
QQQ
INVESCO QQQ TR
+$7.7M
118,913
+13%
增持
VUG
VANGUARD INDEX FDS
+$7.5M
74,269
+32%
增持
BIL
SPDR SER TR
+$7.1M
151,155
+106%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$7.0M
348,993
+19%
增持
—
ACCENTURE PLC IRELAND
+$6.2M
35,591
+71%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$5.5M
160,643
+216%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$5.2M
29,777
-75%
增持
META
META PLATFORMS INC
+$4.9M
39,238
+13%
增持
WMT
WALMART INC
+$4.9M
296,465
+5%
清仓
IYJ
ISHARES TR
-$4.8M
0
-100%
增持
SPYV
SPDR SER TR
+$4.5M
154,015
+108%
建仓
IYR
ISHARES TR
+$4.5M
43,847
增持
USFR
WISDOMTREE TR
+$4.4M
277,851
+46%
增持
JLL
JONES LANG LASALLE INC
+$4.3M
28,737
+70%
增持
AMZN
AMAZON COM INC
+$4.3M
276,695
+13%
增持
IEFA
ISHARES TR
+$4.2M
449,872
+6%
增持
VB
VANGUARD INDEX FDS
+$4.1M
36,234
+74%
建仓
DJUN
FIRST TR EXCHNG TRADED FD VI
+$3.9M
91,924
增持
IJR
ISHARES TR
+$3.9M
153,390
+16%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$3.7M
53,698
+150%
增持
JAAA
JANUS DETROIT STR TR
+$3.7M
108,561
+203%
增持
DYNF
BLACKROCK ETF TRUST
+$3.6M
104,936
+211%
增持
HD
HOME DEPOT INC
+$3.6M
52,175
+2%
增持
VO
VANGUARD INDEX FDS
+$3.5M
42,916
+34%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.4M
753,068
+7%
清仓
—
BLACKROCK INC
-$3.4M
0
-100%
增持
ORCL
ORACLE CORP
+$3.3M
88,624
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.3M
311,383
+17%
建仓
JULP
PGIM ROCK ETF TR
+$3.2M
122,176
建仓
FEMB
FIRST TR EXCH TRADED FD III
+$3.2M
109,438
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.2M
74,260
+17%
增持
IJK
ISHARES TR
+$3.2M
161,234
+22%
增持
XLF
SELECT SECTOR SPDR TR
+$3.0M
235,586
+27%
增持
EEM
ISHARES TR
+$2.9M
72,326
+729%
增持
SMH
VANECK ETF TRUST
+$2.9M
50,610
+38%
增持
XLU
SELECT SECTOR SPDR TR
+$2.9M
168,640
+7%
增持
JNJ
JOHNSON & JOHNSON
+$2.8M
101,736
+9%
增持
BOND
PIMCO ETF TR
+$2.8M
328,192
+6%
增持
AGG
ISHARES TR
+$2.8M
336,717
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.8M
53,892
-1%
增持
IJH
ISHARES TR
+$2.7M
450,119
+4%
增持
GOOGL
ALPHABET INC
+$2.7M
167,849
+15%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.7M
36,777
+217%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.6M
9,873
+99%
增持
KO
COCA COLA CO
+$2.5M
172,720
+11%
减持
BSV
VANGUARD BD INDEX FDS
-$2.5M
144,081
-20%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$2.5M
383,392
-27%
增持
KWEB
KRANESHARES TRUST
+$2.5M
81,833
+633%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
-$2.5M
79,562
-49%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.5M
50,914
+114%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.3M
170,154
+17%
增持
MCD
MCDONALDS CORP
+$2.3M
33,748
+8%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.3M
46,434
-26%
增持
IEMG
ISHARES INC
+$2.3M
297,037
+8%
减持
GLD
SPDR GOLD TR
+$2.2M
80,975
-0%
增持
COWZ
PACER FDS TR
+$2.2M
311,645
+7%
增持
AVGO
BROADCOM INC
+$2.2M
116,360
+945%
增持
EFV
ISHARES TR
+$2.2M
60,504
+150%
增持
JPM
JPMORGAN CHASE & CO.
+$2.2M
92,932
+8%
清仓
EZU
ISHARES INC
-$2.1M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
21,999
+4%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
578,552
+5%
增持
ABBV
ABBVIE INC
+$2.1M
69,133
+3%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.1M
70,779
+146%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.1M
78,692
+119%
增持
CAT
CATERPILLAR INC
+$2.0M
21,826
+11%
增持
SHYL
DBX ETF TR
+$2.0M
54,191
+410%
增持
CORZ
CORE SCIENTIFIC INC NEW
+$2.0M
256,734
+126%
增持
LMT
LOCKHEED MARTIN CORP
+$2.0M
12,406
+10%
增持
V
VISA INC
+$1.9M
66,207
+7%
增持
CSCO
CISCO SYS INC
+$1.9M
230,599
+6%
增持
IVW
ISHARES TR
+$1.9M
324,707
+3%
建仓
SCHV
SCHWAB STRATEGIC TR
+$1.8M
22,233
减持
XLC
SELECT SECTOR SPDR TR
-$1.8M
62,191
-28%
增持
FLGV
FRANKLIN TEMPLETON ETF TR
+$1.8M
156,646
+108%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.7M
314,753
+6%
增持
XLP
SELECT SECTOR SPDR TR
+$1.7M
106,345
+14%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$1.6M
67,268
-43%
减持
BNL
BROADSTONE NET LEASE INC
-$1.6M
207,954
-40%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.6M
4,929
-86%
增持
VBR
VANGUARD INDEX FDS
+$1.6M
50,655
+7%
增持
DGRW
WISDOMTREE TR
+$1.6M
260,912
+1%
减持
IWF
ISHARES TR
-$1.5M
5,565
-44%
增持
IWM
ISHARES TR
+$1.5M
56,382
+4%
增持
GIS
GENERAL MLS INC
+$1.5M
34,473
+107%
增持
SHW
SHERWIN WILLIAMS CO
+$1.5M
12,682
+13%
增持
NEE
NEXTERA ENERGY INC
+$1.5M
90,026
+4%
增持
RTX
RTX CORPORATION
+$1.5M
64,252
+2%
增持
LOW
LOWES COS INC
+$1.5M
27,378
+1%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
94,109
+4%
增持
SBR
SABINE RTY TR
+$1.4M
27,614
+492%
增持
MA
MASTERCARD INCORPORATED
+$1.4M
17,940
+6%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.4M
68,284
-28%
减持
RF
REGIONS FINANCIAL CORP NEW
-$1.4M
16,015
-82%
清仓
ALLY
ALLY FINL INC
-$1.3M
0
-100%
减持
VICI
VICI PPTYS INC
-$1.3M
9,492
-83%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.3M
208,299
+4%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$1.3M
568,765
+2%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$1.3M
10,250
增持
—
STAR BULK CARRIERS CORP.
+$1.3M
75,876
+264%
增持
NKE
NIKE INC
+$1.3M
52,592
+18%
减持
WM
WASTE MGMT INC DEL
-$1.3M
19,981
-21%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.3M
41,563
+135%
减持
BA
BOEING CO
-$1.3M
20,666
-15%
增持
EOS
EATON VANCE ENHANCED EQUITY
+$1.3M
70,504
+463%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.3M
64,290
+357%
增持
IFV
FIRST TR EXCHANGE-TRADED FD
+$1.2M
697,452
+2%
增持
SO
SOUTHERN CO
+$1.2M
80,083
+4%
清仓
—
STELLANTIS N.V
-$1.2M
0
-100%
增持
SPYG
SPDR SER TR
+$1.2M
196,203
+4%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$1.2M
11,361
+91%
增持
—
EXXON MOBIL CORP
+$1.2M
165,647
+5%
增持
SBUX
STARBUCKS CORP
+$1.2M
50,020
+6%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
122,713
+5%
增持
BX
BLACKSTONE INC
+$1.2M
34,084
+4%
增持
BND
VANGUARD BD INDEX FDS
+$1.2M
38,971
+60%
增持
IUSV
ISHARES TR
+$1.2M
112,522
+4%
减持
IWN
ISHARES TR
-$1.2M
1,645
-83%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
34,409
-8%
增持
—
MEDTRONIC PLC
+$1.1M
66,136
+8%
建仓
TOTL
SSGA ACTIVE ETF TR
+$1.1M
26,844
增持
AES
AES CORP
+$1.1M
74,668
+238%
增持
PFXF
VANECK ETF TRUST
+$1.1M
225,874
+30%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$1.1M
89,745
+64%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
72,431
+28%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.1M
29,513
-0%
增持
SOXX
ISHARES TR
+$1.1M
8,391
+142%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.1M
45,037
+63%
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
清仓
—
LAM RESEARCH CORP
-$1.1M
0
-100%
增持
IVE
ISHARES TR
+$1.0M
42,776
+5%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.0M
194,520
+1%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$1.0M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
102,215
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
222,108
+2%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$1.0M
0
-100%
增持
BAC
BANK AMERICA CORP
+$1.0M
270,796
+11%
