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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 113
减持 21
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$122.5M
413,243
+87%
减持
BIL
SPDR SERIES TRUST
-$87.5M
199,878
-83%
增持
NVDA
NVIDIA CORPORATION
+$40.4M
720,317
+6%
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
SPY
SPDR S&P 500 ETF TR
+$39.5M
217,250
+28%
增持
QQQ
INVESCO QQQ TR
+$30.0M
156,354
+30%
增持
VOO
VANGUARD INDEX FDS
+$26.2M
256,362
+10%
增持
SCHG
SCHWAB STRATEGIC TR
+$21.8M
942,458
+315%
增持
IWV
ISHARES TR
+$21.8M
62,968
+6079%
增持
MOAT
VANECK ETF TRUST
+$19.9M
247,757
+561%
增持
IVW
ISHARES TR
+$19.4M
310,985
+95%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$18.7M
161,657
+117%
增持
AMZN
AMAZON COM INC
+$18.0M
438,204
+7%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$16.7M
290,893
+4734%
减持
PAAA
PGIM ETF TR
-$16.2M
80,313
-80%
增持
IYW
ISHARES TR
+$16.0M
114,122
+325%
增持
SHY
ISHARES TR
+$15.6M
208,636
+906%
增持
GLD
SPDR GOLD TR
+$13.6M
134,643
+42%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$12.6M
186,280
+23%
增持
EFA
ISHARES TR
+$12.6M
284,971
+81%
减持
AVGO
BROADCOM INC
+$12.5M
139,015
-10%
建仓
BLOK
AMPLIFY ETF TR
+$12.3M
215,107
增持
GDX
VANECK ETF TRUST
+$12.3M
272,623
+555%
增持
META
META PLATFORMS INC
+$12.2M
59,508
+8%
增持
VUG
VANGUARD INDEX FDS
+$11.6M
99,487
+15%
增持
JPM
JPMORGAN CHASE & CO.
+$10.8M
133,686
+17%
增持
NFLX
NETFLIX INC
+$10.5M
17,705
+25%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$10.3M
500,123
+4707%
增持
IEF
ISHARES TR
+$9.7M
150,703
+204%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$9.6M
423,722
+103%
增持
VTI
VANGUARD INDEX FDS
+$9.0M
147,406
+13%
增持
FENI
FIDELITY COVINGTON TRUST
+$9.0M
315,511
+540%
增持
IJH
ISHARES TR
+$8.8M
498,748
+32%
增持
IVV
ISHARES TR
+$7.5M
88,909
+5%
增持
GOOGL
ALPHABET INC
+$7.5M
226,683
+8%
增持
TLT
ISHARES TR
+$7.5M
523,846
+23%
增持
ARKK
ARK ETF TR
+$7.3M
113,347
+694%
增持
IEFA
ISHARES TR
+$7.3M
400,763
+16%
增持
VTV
VANGUARD INDEX FDS
+$7.1M
283,413
+14%
减持
ORCL
ORACLE CORP
+$7.0M
105,266
-8%
增持
TSLA
TESLA INC
+$6.9M
68,418
+20%
建仓
FYX
FIRST TR EXCHANGE-TRADED ALP
+$6.8M
70,057
减持
XLK
SELECT SECTOR SPDR TR
+$6.5M
145,348
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.4M
398,740
+40%
增持
WMT
WALMART INC
+$6.4M
394,784
+8%
增持
FCVT
FIRST TR EXCHANGE-TRADED FD
+$6.4M
304,201
+95%
增持
SPYG
SPDR SERIES TRUST
+$6.2M
284,256
+10%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$6.0M
264,554
-45%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.9M
636,005
+18%
建仓
—
SMURFIT WESTROCK PLC
+$5.8M
134,720
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$5.7M
355,793
+79%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$5.7M
16,188
+126%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$5.6M
78,695
-64%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.6M
25,310
-2%
增持
MGK
VANGUARD WORLD FD
+$5.4M
69,251
+7%
增持
VGT
VANGUARD WORLD FD
+$5.4M
25,504
+20%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.3M
42,251
+89%
增持
BAC
BANK AMERICA CORP
+$5.2M
349,871
+28%
增持
AAPL
APPLE INC
-$5.2M
664,788
+4%
增持
MINT
PIMCO ETF TR
+$5.1M
83,926
+154%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$5.1M
240,946
增持
COST
COSTCO WHSL CORP NEW
+$4.9M
19,292
+28%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.9M
277,686
+29%
减持
XLV
SELECT SECTOR SPDR TR
-$4.8M
125,071
-16%
增持
AGG
ISHARES TR
+$4.7M
280,968
+20%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$4.7M
208,376
+856%
增持
BND
VANGUARD BD INDEX FDS
+$4.7M
124,802
+102%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$4.6M
274,842
+27%
增持
IEI
ISHARES TR
+$4.6M
49,408
+342%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.5M
443,983
+15%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
-$4.5M
19,530
-78%
增持
GOOG
ALPHABET INC
+$4.2M
140,320
+6%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$4.1M
61,759
-59%
增持
BOND
PIMCO ETF TR
+$3.8M
490,381
+9%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.7M
140,585
+78%
增持
—
SPOTIFY TECHNOLOGY S A
+$3.6M
5,627
+320%
增持
IEMG
ISHARES INC
+$3.6M
310,423
+11%
增持
UBER
UBER TECHNOLOGIES INC
+$3.5M
113,176
+17%
减持
FPE
FIRST TR EXCH TRADED FD III
-$3.5M
219,732
-48%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$3.5M
84,646
+136%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$3.4M
135,238
+6%
增持
HD
HOME DEPOT INC
+$3.4M
69,235
+15%
增持
PTLC
PACER FDS TR
+$3.3M
133,377
+96%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$3.3M
80,030
减持
SMH
VANECK ETF TRUST
+$3.3M
51,010
-2%
增持
VO
VANGUARD INDEX FDS
+$3.2M
55,852
+17%
建仓
SE
SEA LTD
+$3.2M
19,998
增持
ISRG
INTUITIVE SURGICAL INC
+$3.2M
17,787
+35%
增持
XLC
SELECT SECTOR SPDR TR
+$3.1M
97,421
+26%
增持
IAU
ISHARES GOLD TR
+$3.0M
96,166
+91%
增持
SGOV
ISHARES TR
+$3.0M
140,007
+27%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.0M
13,526
+12%
增持
SBUX
STARBUCKS CORP
+$2.9M
96,153
+61%
减持
—
ACCENTURE PLC IRELAND
-$2.9M
30,212
-21%
建仓
LDRX
RBB FD INC
+$2.9M
97,048
建仓
PLMR
PALOMAR HLDGS INC
+$2.8M
18,440
增持
PANW
PALO ALTO NETWORKS INC
+$2.8M
44,466
+21%
增持
DGRW
WISDOMTREE TR
+$2.8M
378,303
+5%
增持
VB
VANGUARD INDEX FDS
+$2.8M
44,605
+27%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.8M
441,872
+6%
增持
V
VISA INC
+$2.8M
76,781
+10%
增持
T
AT&T INC
+$2.7M
401,469
+28%
清仓
RPAR
TIDAL ETF TR
-$2.7M
0
-100%
减持
PEP
PEPSICO INC
-$2.7M
122,095
-3%
建仓
HEDJ
WISDOMTREE TR
+$2.7M
55,461
增持
FV
FIRST TR EXCHANGE TRADED FD
+$2.7M
576,838
+0%
增持
CSCO
CISCO SYS INC
+$2.7M
214,491
+8%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$2.6M
71,733
+154%
增持
BA
BOEING CO
+$2.6M
34,380
+28%
增持
SPYM
SPDR SERIES TRUST
+$2.6M
95,030
+45%
增持
USMV
ISHARES TR
+$2.6M
83,985
+48%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.5M
25,248
+32%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.5M
81,721
+14%
增持
MTUM
ISHARES TR
+$2.4M
17,914
+94%
建仓
ETHA
ISHARES ETHEREUM TR
+$2.4M
126,729
增持
IUSG
ISHARES TR
+$2.4M
102,024
+0%
增持
MSTR
MICROSTRATEGY INC
+$2.4M
9,811
+77%
减持
CORZ
CORE SCIENTIFIC INC NEW
+$2.3M
238,763
-0%
清仓
THTA
TIDAL ETF TR
-$2.3M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$2.3M
284,624
+19%
增持
PH
PARKER-HANNIFIN CORP
+$2.3M
7,558
+53%
增持
GEV
GE VERNOVA INC
+$2.2M
7,584
+26%
增持
—
EATON CORP PLC
+$2.2M
19,279
+11%
增持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$2.1M
178,701
+43%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.1M
155,159
+8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.1M
151,033
+34%
增持
DIS
DISNEY WALT CO
+$2.1M
72,707
+4%
减持
EME
EMCOR GROUP INC
+$2.1M
13,821
-3%
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$2.1M
69,980
增持
ITA
ISHARES TR
+$2.1M
26,997
+37%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.1M
92,317
+131%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.1M
49,736
-2%
减持
IGE
ISHARES TR
-$2.0M
9,429
-83%
增持
HON
HONEYWELL INTL INC
+$2.0M
37,100
+19%
增持
CME
CME GROUP INC
+$2.0M
12,626
+133%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$2.0M
39,096
-46%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$2.0M
35,495
+534%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.0M
36,472
+17%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.0M
294,731
+7%
增持
QUAL
ISHARES TR
+$1.9M
70,334
+10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.9M
72,249
+277%
建仓
LVHI
LEGG MASON ETF INVT
+$1.9M
57,675
清仓
KDP
KEURIG DR PEPPER INC
-$1.9M
0
-100%
增持
CRM
SALESFORCE INC
+$1.9M
64,633
+11%
减持
GE
GE AEROSPACE
+$1.9M
39,310
-4%
增持
ADBE
ADOBE INC
+$1.9M
9,423
+102%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.8M
73,713
+74%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
149,021
+24%
清仓
SJM
SMUCKER J M CO
-$1.8M
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$1.8M
12,410
+15%
增持
CAT
CATERPILLAR INC
+$1.8M
23,037
+6%
