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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 77
减持 49
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BROS
DUTCH BROS INC
+$46.0M
1,028,605
+317%
增持
AGG
ISHARES TR
+$44.5M
810,871
+141%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$15.1M
41,312
+601%
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
AVGO
BROADCOM INC
+$13.5M
145,004
+25%
减持
IJK
ISHARES TR
-$13.3M
16,488
-90%
增持
NVDA
NVIDIA CORPORATION
+$12.6M
617,141
+7%
增持
AMZN
AMAZON COM INC
+$12.0M
289,573
+5%
增持
BIL
SPDR SER TR
+$11.9M
281,807
+86%
增持
TSLA
TESLA INC
+$11.6M
59,395
+26%
减持
EFA
ISHARES TR
-$11.2M
87,836
-59%
增持
QQQ
INVESCO QQQ TR
+$11.0M
135,091
+14%
增持
TOTL
SSGA ACTIVE ETF TR
+$10.8M
302,278
+1026%
增持
IVV
ISHARES TR
+$9.5M
93,374
+18%
增持
AAPL
APPLE INC
+$9.4M
508,854
+1%
建仓
SCHX
SCHWAB STRATEGIC TR
+$8.7M
374,783
增持
IVE
ISHARES TR
+$8.6M
89,419
+109%
减持
VOO
VANGUARD INDEX FDS
-$8.1M
186,157
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$7.2M
190,255
+5%
减持
XLU
SELECT SECTOR SPDR TR
-$6.6M
92,842
-45%
增持
WMT
WALMART INC
+$6.5M
336,886
+14%
增持
GOOGL
ALPHABET INC
+$6.0M
178,570
+6%
建仓
PNOV
INNOVATOR ETFS TRUST
+$5.6M
147,594
增持
JPM
JPMORGAN CHASE & CO.
+$5.5M
104,610
+13%
减持
USMV
ISHARES TR
-$5.4M
69,671
-45%
减持
IEFA
ISHARES TR
-$5.3M
423,721
-6%
增持
META
META PLATFORMS INC
+$5.0M
46,970
+20%
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$4.7M
125,697
增持
SPYG
SPDR SER TR
+$4.6M
237,316
+21%
清仓
IYR
ISHARES TR
-$4.5M
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$4.5M
90,593
+859%
建仓
BLK
BLACKROCK INC
+$4.4M
4,289
增持
NFLX
NETFLIX INC
+$4.3M
11,959
+34%
减持
MRK
MERCK & CO INC
-$3.8M
95,483
-19%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.7M
10,653
+124%
建仓
SFY
TIDAL ETF TR
+$3.7M
33,904
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.7M
98,782
-3%
增持
COST
COSTCO WHSL CORP NEW
+$3.7M
12,508
+42%
增持
VUG
VANGUARD INDEX FDS
+$3.5M
78,080
+5%
增持
BOND
PIMCO ETF TR
+$3.5M
381,576
+16%
增持
SPYV
SPDR SER TR
+$3.4M
225,129
+46%
增持
XLF
SELECT SECTOR SPDR TR
+$3.3M
289,085
+23%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$3.2M
67,225
+152%
增持
CMI
CUMMINS INC
+$3.2M
11,841
+296%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
61,583
+14%
增持
EOS
EATON VANCE ENHANCED EQUITY
+$3.1M
192,880
+174%
增持
AXP
AMERICAN EXPRESS CO
+$3.1M
20,526
+83%
建仓
COF
CAPITAL ONE FINL CORP
+$3.0M
16,675
减持
JNJ
JOHNSON & JOHNSON
-$3.0M
93,525
-8%
增持
MGK
VANGUARD WORLD FD
+$2.9M
42,187
+17%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.9M
118,850
+169%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$2.9M
705,499
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.9M
47,643
+38%
减持
EMXC
ISHARES INC
-$2.9M
11,891
-79%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$2.8M
13,513
-88%
增持
BOTZ
GLOBAL X FDS
+$2.8M
98,074
+820%
增持
SPYM
SPDR SER TR
+$2.8M
159,086
+31%
清仓
KWEB
KRANESHARES TRUST
-$2.8M
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$2.7M
46,212
+50%
减持
KO
COCA COLA CO
-$2.7M
155,496
-10%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$2.7M
116,556
+76%
增持
FCVT
FIRST TR EXCHANGE-TRADED FD
+$2.7M
149,275
+88%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.6M
71,891
+264%
增持
BNY
BANK NEW YORK MELLON CORP
+$2.6M
40,756
+465%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.6M
398,068
+26%
减持
IJH
ISHARES TR
-$2.5M
409,432
-9%
增持
TMUS
T-MOBILE US INC
+$2.5M
15,658
+249%
增持
GOOG
ALPHABET INC
+$2.5M
107,013
+0%
建仓
THTA
TIDAL ETF TR
+$2.5M
131,962
建仓
JPUS
J P MORGAN EXCHANGE TRADED F
+$2.5M
21,953
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$2.5M
204,140
-47%
减持
XLV
SELECT SECTOR SPDR TR
-$2.5M
116,505
-3%
增持
USFR
WISDOMTREE TR
+$2.4M
325,450
+17%
增持
OEF
ISHARES TR
+$2.4M
12,041
+216%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.4M
19,043
+132%
减持
VTI
VANGUARD INDEX FDS
-$2.3M
142,860
-8%
增持
VB
VANGUARD INDEX FDS
+$2.3M
45,301
+25%
增持
MINT
PIMCO ETF TR
+$2.3M
29,466
+326%
增持
LLY
ELI LILLY & CO
-$2.3M
24,520
+3%
建仓
BSEP
INNOVATOR ETFS TRUST
+$2.2M
52,067
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$2.2M
144,314
+353%
增持
PEP
PEPSICO INC
-$2.1M
116,744
+0%
减持
AVDE
AMERICAN CENTY ETF TR
-$2.1M
151,986
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.1M
21,333
-3%
减持
V
VISA INC
+$2.1M
64,145
-3%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.0M
133,137
-10%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$2.0M
29,917
-56%
增持
MMM
3M CO
+$2.0M
46,848
+57%
建仓
NLR
VANECK ETF TRUST
+$2.0M
24,019
增持
FFLC
FIDELITY COVINGTON TRUST
+$1.9M
57,708
+244%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$1.9M
114,327
-44%
清仓
WEN
WENDYS CO
-$1.9M
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.9M
413,513
+15%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.8M
65,631
-6%
减持
SO
SOUTHERN CO
-$1.8M
65,734
-18%
建仓
BKLC
BNY MELLON ETF TRUST
+$1.8M
15,987
减持
EFV
ISHARES TR
-$1.8M
32,838
-46%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.7M
136,607
+112%
建仓
ANET
ARISTA NETWORKS INC
+$1.7M
15,512
减持
CVS
CVS HEALTH CORP
-$1.7M
47,248
-22%
增持
XLY
SELECT SECTOR SPDR TR
+$1.6M
36,660
+11%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.6M
3,671
-88%
减持
DOW
DOW INC
-$1.6M
18,654
-57%
增持
ORCL
ORACLE CORP
+$1.6M
100,194
+13%
清仓
VALE
VALE S A
-$1.6M
0
-100%
减持
GIS
GENERAL MLS INC
-$1.6M
15,305
-56%
建仓
GAM
GENERAL AMERN INVS CO INC
+$1.6M
30,668
减持
—
LYONDELLBASELL INDUSTRIES N
-$1.6M
8,487
-63%
增持
MSFT
MICROSOFT CORP
+$1.6M
187,763
+4%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
40,170
+13%
减持
BSY
BENTLEY SYS INC
-$1.5M
140,038
-12%
减持
BSV
VANGUARD BD INDEX FDS
-$1.5M
127,336
-12%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.5M
12,145
+23%
增持
GE
GE AEROSPACE
+$1.5M
32,994
+54%
增持
TLT
ISHARES TR
-$1.5M
439,464
+8%
减持
PSA
PUBLIC STORAGE OPER CO
-$1.5M
1,283
-75%
建仓
PDEC
INNOVATOR ETFS TRUST
+$1.4M
37,651
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.4M
54,722
+65%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
235,607
+7%
减持
ED
CONSOLIDATED EDISON INC
-$1.4M
7,377
-63%
清仓
LNT
ALLIANT ENERGY CORP
-$1.4M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
178,844
-6%
建仓
FENI
FIDELITY COVINGTON TRUST
+$1.4M
50,391
减持
MSOS
ADVISORSHARES TR
-$1.4M
222,661
-28%
增持
EMR
EMERSON ELEC CO
+$1.4M
48,014
+15%
减持
CVX
CHEVRON CORP NEW
-$1.4M
83,976
-9%
增持
JAAA
JANUS DETROIT STR TR
+$1.3M
135,447
+25%
减持
MCD
MCDONALDS CORP
-$1.3M
30,828
-9%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.3M
22,178
减持
NVO
NOVO-NORDISK A S
-$1.3M
35,049
-4%
减持
BNL
BROADSTONE NET LEASE INC
-$1.3M
165,925
-20%
减持
JLL
JONES LANG LASALLE INC
-$1.3M
25,460
-11%
建仓
CET
CENTRAL SECS CORP
+$1.3M
28,444
减持
KHC
KRAFT HEINZ CO
-$1.3M
15,927
-69%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$1.3M
143,878
+60%
减持
AMGN
AMGEN INC
-$1.3M
19,502
-1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.3M
6,809
+64%
清仓
INDA
ISHARES TR
-$1.3M
0
-100%
清仓
GCOW
PACER FDS TR
-$1.3M
0
-100%
增持
SHYL
DBX ETF TR
+$1.2M
82,968
+53%
增持
IFV
FIRST TR EXCHANGE-TRADED FD
-$1.2M
701,093
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$1.2M
12,396
-0%
增持
VDC
VANGUARD WORLD FD
+$1.2M
7,510
+324%
减持
PRU
PRUDENTIAL FINL INC
-$1.2M
13,365
-42%
增持
FLGV
FRANKLIN TEMPLETON ETF TR
+$1.2M
223,224
+43%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
124,257
+1%
增持
TJX
TJX COS INC NEW
+$1.2M
56,007
+18%
减持
PKG
PACKAGING CORP AMER
-$1.2M
3,552
-61%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.1M
254,012
+11%
减持
CRM
SALESFORCE INC
+$1.1M
52,066
-3%
减持
USB
US BANCORP DEL
-$1.1M
46,695
-37%
