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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 108
减持 32
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$45.5M
717,530
+8%
增持
IAU
ISHARES GOLD TR
+$32.3M
526,441
+447%
增持
NVDA
NVIDIA CORPORATION
+$30.2M
771,753
+7%
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
BLOK
AMPLIFY ETF TR
+$27.0M
585,440
+172%
增持
SPY
SPDR S&P 500 ETF TR
+$18.3M
229,002
+5%
增持
GOOGL
ALPHABET INC
+$16.7M
233,095
+3%
增持
MSFT
MICROSOFT CORP
+$16.4M
428,452
+4%
减持
GDX
VANECK ETF TRUST
-$11.6M
34,392
-87%
增持
BIL
SPDR SERIES TRUST
+$10.7M
316,883
+59%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$10.7M
198,015
+6%
增持
ABBV
ABBVIE INC
+$10.6M
135,809
+21%
增持
IVV
ISHARES TR
+$10.4M
98,049
+10%
增持
GOOG
ALPHABET INC
+$10.0M
143,414
+2%
增持
TSLA
TESLA INC
+$8.8M
68,847
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$8.6M
565,299
+42%
增持
AVGO
BROADCOM INC
+$8.0M
140,449
+1%
增持
VUG
VANGUARD INDEX FDS
+$7.6M
106,738
+7%
增持
SCHG
SCHWAB STRATEGIC TR
+$7.5M
1,098,324
+17%
增持
ORCL
ORACLE CORP
+$7.5M
108,440
+3%
建仓
TRC
TEJON RANCH CO
+$7.1M
445,440
增持
MTUM
ISHARES TR
+$7.1M
44,307
+147%
减持
QQQ
INVESCO QQQ TR
+$7.0M
155,392
-1%
增持
ETHA
ISHARES ETHEREUM TR
+$6.9M
297,262
+135%
建仓
PAUG
INNOVATOR ETFS TRUST
+$6.4M
151,191
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$6.2M
308,903
+219%
增持
—
DIAMOND HILL INVT GROUP INC
+$5.9M
67,613
+172%
增持
SPYM
SPDR SERIES TRUST
+$5.8M
161,725
+70%
增持
VTV
VANGUARD INDEX FDS
+$5.6M
298,535
+5%
减持
VOO
VANGUARD INDEX FDS
+$5.5M
246,795
-4%
减持
PNOV
INNOVATOR ETFS TRUST
-$5.3M
20,436
-87%
减持
XLV
SELECT SECTOR SPDR TR
-$5.3M
83,242
-33%
减持
GLD
SPDR GOLD TR
+$5.2M
130,168
-3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.1M
59,620
+41%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$5.1M
489,085
+37%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
-$4.8M
163,784
-46%
增持
EFA
ISHARES TR
+$4.7M
322,677
+13%
减持
AMZN
AMAZON COM INC
-$4.5M
417,170
-5%
减持
ISRG
INTUITIVE SURGICAL INC
-$4.4M
11,691
-34%
增持
SPYG
SPDR SERIES TRUST
+$4.4M
301,335
+6%
增持
IGM
ISHARES TR
+$4.3M
38,879
+684%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.1M
481,667
+8%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.1M
694,661
+9%
增持
JNJ
JOHNSON & JOHNSON
+$4.0M
122,417
+0%
建仓
HIMU
BLACKROCK ETF TRUST II
+$4.0M
81,917
增持
OEF
ISHARES TR
+$4.0M
26,390
+68%
增持
DYNF
BLACKROCK ETF TRUST
+$4.0M
174,990
+50%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.0M
171,846
+6%
增持
ICSH
ISHARES TR
+$4.0M
122,234
+181%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
148,521
+1%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$3.9M
312,150
-38%
增持
IUSB
ISHARES TR
+$3.8M
175,749
+85%
减持
—
SPOTIFY TECHNOLOGY S A
-$3.7M
913
-84%
增持
IEFA
ISHARES TR
+$3.6M
424,742
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$3.5M
125,876
+111%
增持
IEMG
ISHARES INC
+$3.5M
335,318
+8%
增持
IVW
ISHARES TR
+$3.5M
312,243
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$3.4M
142,714
-2%
增持
—
EATON CORP PLC
+$3.4M
27,486
+43%
减持
IGV
ISHARES TR
-$3.4M
3,470
-90%
建仓
W
WAYFAIR INC
+$3.3M
37,296
增持
HD
HOME DEPOT INC
+$3.3M
70,678
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$3.1M
132,812
-1%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$3.1M
140,611
+213%
减持
NFLX
NETFLIX INC
-$3.0M
17,238
-3%
增持
BAI
BLACKROCK ETF TRUST
+$3.0M
102,634
+511%
增持
RBLX
ROBLOX CORP
+$3.0M
31,001
+147%
增持
ARKK
ARK ETF TR
+$2.9M
125,727
+11%
建仓
SHLD
GLOBAL X FDS
+$2.9M
40,985
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.9M
824,883
+6%
增持
BAC
BANK AMERICA CORP
+$2.9M
376,374
+8%
清仓
PLMR
PALOMAR HLDGS INC
-$2.8M
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$2.8M
99,836
+37%
减持
BROS
DUTCH BROS INC
-$2.8M
171,369
-0%
增持
FENI
FIDELITY COVINGTON TRUST
+$2.7M
373,884
+19%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.7M
165,625
+7%
增持
NEAR
ISHARES U S ETF TR
+$2.6M
78,927
+188%
增持
QUAL
ISHARES TR
+$2.5M
79,195
+13%
增持
IVE
ISHARES TR
+$2.5M
64,334
+17%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.5M
455,404
+3%
增持
VGT
VANGUARD WORLD FD
+$2.4M
25,912
+2%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$2.4M
237,559
+42%
增持
EFV
ISHARES TR
+$2.4M
81,904
+65%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.4M
65,959
+27%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$2.4M
68,363
+93%
增持
SPHY
SPDR SERIES TRUST
+$2.4M
125,699
+379%
增持
ITA
ISHARES TR
+$2.4M
35,660
+32%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.4M
28,923
+15%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.3M
110,792
+81%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$2.3M
40,283
+106%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$2.3M
37,644
+153%
减持
SGOV
ISHARES TR
-$2.3M
117,368
-16%
增持
SHOP
SHOPIFY INC
+$2.3M
26,589
+83%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.3M
46,003
+26%
增持
CAT
CATERPILLAR INC
+$2.2M
23,305
+1%
增持
NEE
NEXTERA ENERGY INC
+$2.2M
165,825
+11%
减持
COST
COSTCO WHSL CORP NEW
-$2.1M
18,320
-5%
减持
MINT
PIMCO ETF TR
-$2.1M
62,814
-25%
增持
RTX
RTX CORPORATION
+$2.1M
73,185
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.1M
299,356
+8%
建仓
SCUS
SCHWAB STRATEGIC TR
+$2.1M
83,283
增持
IUSV
ISHARES TR
+$2.1M
141,992
+11%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$2.1M
113,832
+63%
增持
IUSG
ISHARES TR
+$2.0M
105,677
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$2.0M
54,628
+23%
增持
TOTL
SSGA ACTIVE ETF TR
+$2.0M
444,385
+11%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.0M
501,528
+9%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$2.0M
290,552
-24%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.0M
30,103
+5%
增持
BOND
PIMCO ETF TR
+$1.9M
505,046
+3%
减持
—
ACCENTURE PLC IRELAND
-$1.9M
28,787
-5%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$1.9M
19,938
-68%
增持
GLW
CORNING INC
+$1.9M
32,413
+128%
减持
MSTR
STRATEGY INC
-$1.9M
6,381
-35%
增持
APP
APPLOVIN CORP
+$1.9M
4,867
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.8M
92,398
+15%
减持
CRM
SALESFORCE INC
-$1.8M
62,733
-3%
增持
SPYV
SPDR SERIES TRUST
+$1.8M
204,161
+13%
增持
GE
GE AEROSPACE
+$1.8M
39,759
+1%
增持
DBEF
DBX ETF TR
+$1.8M
247,293
+12%
减持
OKLO
OKLO INC
+$1.8M
33,413
-4%
增持
BKR
BAKER HUGHES COMPANY
+$1.8M
63,438
+82%
增持
VB
VANGUARD INDEX FDS
+$1.7M
48,379
+8%
增持
MUR
MURPHY OIL CORP
+$1.7M
69,948
+512%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$1.7M
223,563
+25%
增持
SFLR
INNOVATOR ETFS TRUST
+$1.7M
59,065
+350%
增持
EME
EMCOR GROUP INC
+$1.7M
13,966
+1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.7M
53,681
+71%
减持
VICI
VICI PPTYS INC
-$1.7M
22,312
-70%
增持
IJH
ISHARES TR
+$1.7M
499,412
+0%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$1.7M
15,195
-79%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.7M
156,031
+11%
增持
MOAT
VANECK ETF TRUST
+$1.6M
250,886
+1%
增持
TJX
TJX COS INC NEW
+$1.6M
70,778
+1%
增持
LOW
LOWES COS INC
+$1.6M
44,472
+3%
清仓
KVUE
KENVUE INC
-$1.6M
0
-100%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.6M
138,644
+3%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$1.6M
100,856
+127%
建仓
—
TIDAL TRUST II
+$1.6M
111,926
增持
FESM
FIDELITY COVINGTON TRUST
+$1.6M
53,271
+335%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.6M
27,736
+114%
减持
BND
VANGUARD BD INDEX FDS
-$1.5M
102,741
-18%
减持
ADBE
ADOBE INC
-$1.5M
5,958
-37%
建仓
ZS
ZSCALER INC
+$1.5M
5,143
增持
C
CITIGROUP INC
+$1.5M
53,157
+17%
增持
MSOS
ADVISORSHARES TR
+$1.5M
448,710
+76%
减持
FV
FIRST TR EXCHANGE TRADED FD
+$1.5M
576,762
-0%
增持
—
EXXON MOBIL CORP
+$1.5M
227,818
+2%
减持
T
AT&T INC
-$1.5M
358,652
-11%
增持
COWZ
PACER FDS TR
+$1.5M
239,244
+8%
减持
AUSF
GLOBAL X FDS
-$1.5M
38,536
-47%
