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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 101
减持 31
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$80.1M
1,153,811
+309%
减持
AGG
ISHARES TR
-$55.4M
234,147
-71%
减持
BROS
DUTCH BROS INC
-$43.3M
171,460
-83%
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。
建仓
PAAA
PGIM ETF TR
+$20.3M
395,758
增持
VOO
VANGUARD INDEX FDS
+$19.1M
232,376
+25%
减持
SPY
SPDR S&P 500 ETF TR
-$16.8M
169,268
-11%
减持
IVW
ISHARES TR
-$16.3M
159,856
-48%
增持
AAPL
APPLE INC
+$14.8M
638,443
+25%
增持
AMZN
AMAZON COM INC
+$14.6M
410,809
+42%
清仓
IFV
FIRST TR EXCHANGE-TRADED FD
-$13.4M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$12.8M
120,047
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.6M
74,171
+20%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$11.0M
127,349
+1462%
增持
NVDA
NVIDIA CORPORATION
-$9.5M
677,424
+10%
减持
TSLA
TESLA INC
-$9.1M
57,180
-4%
建仓
IHDG
WISDOMTREE TR
+$8.8M
203,377
建仓
VFLO
VICTORY PORTFOLIOS II
+$8.3M
241,205
增持
GLD
SPDR GOLD TR
+$8.1M
95,104
+19%
增持
DBEF
DBX ETF TR
+$7.8M
213,185
+510%
增持
AVGO
BROADCOM INC
-$7.8M
154,361
+6%
减持
COWZ
PACER FDS TR
-$7.6M
203,091
-39%
增持
SCHD
SCHWAB STRATEGIC TR
+$7.4M
446,381
+138%
减持
IVV
ISHARES TR
-$7.3M
84,824
-9%
增持
DGRW
WISDOMTREE TR
+$7.2M
361,769
+35%
增持
SGOV
ISHARES TR
+$7.0M
109,993
+174%
增持
BOND
PIMCO ETF TR
+$6.9M
448,103
+17%
减持
IVE
ISHARES TR
-$6.8M
53,696
-40%
增持
IVLU
ISHARES TR
+$6.7M
304,720
+224%
减持
SPYM
SPDR SER TR
-$6.7M
65,633
-59%
增持
CVX
CHEVRON CORP NEW
+$6.6M
112,189
+34%
增持
ABBV
ABBVIE INC
+$6.5M
93,773
+27%
增持
EFA
ISHARES TR
+$6.2M
157,572
+79%
建仓
QGRW
WISDOMTREE TR
+$6.0M
135,930
增持
—
EXXON MOBIL CORP
+$5.9M
203,114
+20%
减持
VTI
VANGUARD INDEX FDS
-$5.6M
130,164
-9%
增持
XLV
SELECT SECTOR SPDR TR
+$5.6M
148,215
+27%
增持
MGK
VANGUARD WORLD FD
+$5.4M
64,466
+53%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.3M
285,179
+140%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.3M
151,381
+53%
增持
JAAA
JANUS DETROIT STR TR
+$5.3M
239,669
+77%
清仓
IYF
ISHARES TR
-$5.2M
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.2M
538,457
+35%
增持
DLN
WISDOMTREE TR
+$5.1M
68,716
+1657%
增持
KO
COCA COLA CO
+$5.1M
206,981
+33%
增持
JNJ
JOHNSON & JOHNSON
+$5.1M
112,427
+20%
增持
VGT
VANGUARD WORLD FD
+$4.9M
21,230
+100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$4.9M
417,074
+13%
清仓
IDU
ISHARES TR
-$4.8M
0
-100%
减持
IYW
ISHARES TR
-$4.8M
26,832
-50%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.7M
23
+15%
增持
PG
PROCTER AND GAMBLE CO
+$4.5M
120,002
+26%
增持
WTV
WISDOMTREE TR
+$4.4M
57,756
+1247%
增持
V
VISA INC
+$4.2M
69,902
+9%
减持
IJR
ISHARES TR
-$4.2M
126,092
-17%
增持
META
META PLATFORMS INC
+$4.2M
54,998
+17%
增持
PM
PHILIP MORRIS INTL INC
+$4.2M
49,486
+62%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$4.2M
160,835
增持
MSFT
MICROSOFT CORP
+$3.9M
221,329
+18%
增持
LLY
ELI LILLY & CO
+$3.9M
27,675
+13%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$3.7M
68,613
+246%
减持
IEFA
ISHARES TR
-$3.6M
345,968
-18%
增持
MCD
MCDONALDS CORP
+$3.5M
39,787
+29%
增持
XLP
SELECT SECTOR SPDR TR
+$3.4M
145,543
+35%
减持
IJH
ISHARES TR
-$3.4M
378,527
-8%
建仓
—
DIAMOND HILL INVT GROUP INC
+$3.4M
23,713
增持
IEF
ISHARES TR
+$3.3M
49,641
+223%
增持
MA
MASTERCARD INCORPORATED
+$3.3M
22,519
+31%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$3.2M
49,475
+429%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$3.1M
35,849
-60%
增持
VTV
VANGUARD INDEX FDS
+$3.1M
248,959
+6%
减持
VB
VANGUARD INDEX FDS
-$3.1M
35,137
-22%
增持
UBER
UBER TECHNOLOGIES INC
+$3.0M
96,491
+46%
清仓
VOOV
VANGUARD ADMIRAL FDS INC
-$3.0M
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.0M
222,725
+25%
增持
FFLC
FIDELITY COVINGTON TRUST
+$2.9M
127,983
+122%
增持
JPM
JPMORGAN CHASE & CO.
+$2.9M
113,870
+9%
增持
COST
COSTCO WHSL CORP NEW
+$2.8M
15,035
+20%
增持
WFC
WELLS FARGO CO NEW
+$2.7M
82,050
+82%
建仓
USAC
USA COMPRESSION PARTNERS LP
+$2.7M
100,724
增持
SCHX
SCHWAB STRATEGIC TR
+$2.7M
516,337
+38%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.7M
76,874
+117%
增持
GE
GE AEROSPACE
+$2.7M
41,039
+24%
增持
TOTL
SSGA ACTIVE ETF TR
+$2.7M
362,011
+20%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.7M
25,704
+20%
增持
T
AT&T INC
+$2.5M
313,653
+13%
增持
NFLX
NETFLIX INC
+$2.5M
14,146
+18%
清仓
JPUS
J P MORGAN EXCHANGE TRADED F
-$2.5M
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$2.5M
157,588
+24%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.5M
385,188
+13%
增持
SYK
STRYKER CORPORATION
+$2.5M
14,876
+73%
建仓
SPDW
SPDR INDEX SHS FDS
+$2.4M
66,955
增持
MS
MORGAN STANLEY
+$2.4M
38,875
+126%
增持
RF
REGIONS FINANCIAL CORP NEW
+$2.3M
139,412
+372%
增持
BILS
SPDR SER TR
+$2.3M
43,346
+117%
增持
ABT
ABBOTT LABS
+$2.3M
60,709
+20%
增持
MO
ALTRIA GROUP INC
+$2.3M
114,212
+31%
增持
LOW
LOWES COS INC
+$2.3M
41,932
+38%
增持
BLK
BLACKROCK INC
+$2.3M
7,063
+65%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$2.3M
36,439
-12%
增持
EPS
WISDOMTREE TR
+$2.3M
44,774
+580%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.2M
36,675
+20%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.2M
78,987
-32%
减持
—
ACCENTURE PLC IRELAND
-$2.2M
38,357
-5%
减持
CAT
CATERPILLAR INC
-$2.2M
21,799
-15%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.1M
742,056
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.1M
50,712
+6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.1M
274,919
+8%
清仓
IAI
ISHARES TR
-$2.1M
0
-100%
减持
SMH
VANECK ETF TRUST
-$2.1M
51,867
-4%
增持
XLF
SELECT SECTOR SPDR TR
+$2.1M
321,877
+11%
增持
WM
WASTE MGMT INC DEL
+$2.1M
26,544
+31%
增持
MDLZ
MONDELEZ INTL INC
+$2.0M
52,941
+100%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$2.0M
14,833
-87%
增持
NEE
NEXTERA ENERGY INC
+$2.0M
120,586
+32%
减持
AVDE
AMERICAN CENTY ETF TR
-$2.0M
110,822
-27%
增持
FV
FIRST TR EXCHANGE TRADED FD
-$2.0M
574,602
+1%
增持
—
LINDE PLC
+$1.9M
8,861
+69%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$1.9M
52,668
-64%
增持
PFXF
VANECK ETF TRUST
+$1.9M
319,061
+60%
增持
PANW
PALO ALTO NETWORKS INC
+$1.8M
36,778
+51%
增持
USMF
WISDOMTREE TR
+$1.8M
42,508
+647%
增持
OKE
ONEOK INC NEW
+$1.8M
71,249
+36%
增持
IGV
ISHARES TR
+$1.8M
33,623
+182%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$1.8M
8,008
-58%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.8M
484,278
+17%
增持
BND
VANGUARD BD INDEX FDS
+$1.8M
61,669
+61%
减持
CORZ
CORE SCIENTIFIC INC NEW
-$1.8M
239,394
-4%
建仓
AGGY
WISDOMTREE TR
+$1.8M
40,524
增持
VHT
VANGUARD WORLD FD
+$1.7M
19,167
+46%
增持
WMT
WALMART INC
+$1.7M
366,361
+9%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.7M
34,539
+55%
增持
FLGV
FRANKLIN TEMPLETON ETF TR
+$1.7M
300,737
+35%
增持
PLD
PROLOGIS INC.
+$1.7M
29,571
+94%
减持
MMM
3M CO
-$1.7M
29,778
-36%
增持
HD
HOME DEPOT INC
+$1.7M
60,025
+15%
增持
RTX
RTX CORPORATION
+$1.7M
68,318
+7%
减持
—
EATON CORP PLC
-$1.7M
17,367
-10%
建仓
XSOE
WISDOMTREE TR
+$1.7M
53,936
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$1.6M
7,019
-88%
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.6M
44,514
-45%
增持
HON
HONEYWELL INTL INC
+$1.6M
31,155
+41%
增持
RPAR
TIDAL ETF TR
+$1.6M
137,843
+134%
增持
AMGN
AMGEN INC
+$1.6M
21,480
+10%
增持
C
CITIGROUP INC
+$1.6M
39,657
+127%
清仓
GAM
GENERAL AMERN INVS CO INC
-$1.6M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.6M
143,797
+8%
增持
SDY
SPDR SER TR
+$1.6M
17,450
+183%
增持
CALF
PACER FDS TR
+$1.5M
81,683
+138%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.5M
21,732
+43%
建仓
QQA
INVESCO ACTIVELY MANAGED EXC
+$1.5M
33,217
