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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 10
增持 134
减持 4
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IAU
ISHARES GOLD TR
+$167.4M
2,534,729
+381%
增持
NVDA
NVIDIA CORPORATION
+$113.1M
1,378,691
+79%
增持
AAPL
APPLE INC
+$109.3M
1,075,188
+50%
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
GOOGL
ALPHABET INC
+$63.9M
385,057
+65%
增持
AMZN
AMAZON COM INC
+$57.5M
645,885
+55%
增持
MSFT
MICROSOFT CORP
+$54.3M
571,125
+33%
增持
GOOG
ALPHABET INC
+$52.4M
278,195
+94%
增持
META
META PLATFORMS INC
+$43.8M
133,678
+121%
增持
AVGO
BROADCOM INC
+$43.1M
258,357
+84%
增持
MU
MICRON TECHNOLOGY INC
+$40.1M
153,326
+605%
清仓
BLOK
AMPLIFY ETF TR
-$39.2M
0
-100%
增持
WMT
WALMART INC
+$35.2M
668,172
+75%
增持
IVV
ISHARES TR
+$35.2M
147,149
+50%
增持
JPM
JPMORGAN CHASE & CO.
+$34.4M
236,711
+78%
增持
IWD
ISHARES TR
+$32.5M
179,058
+603%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$30.5M
1,243,134
+120%
增持
VOO
VANGUARD INDEX FDS
+$29.2M
287,584
+17%
增持
IJR
ISHARES TR
+$27.6M
359,092
+175%
增持
BAC
BANK AMERICA CORP
+$25.6M
819,094
+118%
增持
IWF
ISHARES TR
+$25.6M
61,441
+731%
增持
LLY
ELI LILLY & CO
+$23.7M
42,615
+47%
增持
QQQ
INVESCO QQQ TR
+$23.3M
189,755
+22%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$21.6M
887,924
+84%
增持
JNJ
JOHNSON & JOHNSON
+$20.4M
208,288
+70%
增持
SMH
VANECK ETF TRUST
+$20.0M
95,212
+118%
增持
IWR
ISHARES TR
+$19.5M
220,505
+1138%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$19.3M
1,207,824
+46%
增持
IVW
ISHARES TR
+$18.1M
452,635
+45%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$17.5M
178,768
增持
XLK
SELECT SECTOR SPDR TR
+$16.6M
394,819
+177%
增持
MRK
MERCK & CO INC
+$16.4M
233,480
+140%
增持
SPTS
SPDR SERIES TRUST
+$16.2M
586,463
+1666%
增持
XLF
SELECT SECTOR SPDR TR
+$16.2M
589,531
+97%
增持
SPY
SPDR S&P 500 ETF TR
+$16.1M
247,311
+8%
增持
ABBV
ABBVIE INC
+$15.8M
206,931
+52%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$15.6M
1,025,742
+48%
增持
SPYM
SPDR SERIES TRUST
+$15.5M
351,300
+117%
增持
GS
GOLDMAN SACHS GROUP INC
+$15.5M
29,701
+122%
增持
CME
CME GROUP INC
+$15.4M
68,463
+461%
增持
IWV
ISHARES TR
+$14.7M
94,846
+64%
增持
MGC
VANGUARD WORLD FD
+$14.6M
67,110
+624%
增持
—
CHUBB LIMITED
+$14.4M
67,846
+184%
增持
SPYV
SPDR SERIES TRUST
+$14.2M
449,234
+120%
增持
—
JOHNSON CTLS INTL PLC
+$13.8M
122,711
+1438%
增持
HD
HOME DEPOT INC
+$13.6M
122,803
+74%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$13.5M
313,785
+1474%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$12.8M
843,949
+73%
增持
CSCO
CISCO SYS INC
+$12.8M
360,624
+65%
增持
IWM
ISHARES TR
+$12.8M
112,616
+83%
增持
AMD
ADVANCED MICRO DEVICES INC
+$12.6M
93,667
+104%
增持
V
VISA INC
+$12.4M
109,174
+44%
增持
IYW
ISHARES TR
+$11.9M
152,815
+60%
增持
MGK
VANGUARD WORLD FD
+$11.5M
91,914
+40%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$11.3M
564,951
+1085%
增持
LRCX
LAM RESEARCH CORP
+$11.2M
77,735
+396%
增持
COF
CAPITAL ONE FINL CORP
+$11.0M
60,409
+257%
增持
IVE
ISHARES TR
+$10.8M
113,637
+77%
增持
DYNF
BLACKROCK ETF TRUST
+$10.6M
344,354
+97%
增持
URI
UNITED RENTALS INC
+$10.5M
13,705
+2288%
增持
CAT
CATERPILLAR INC
+$10.5M
37,741
+62%
增持
VZ
VERIZON COMMUNICATIONS INC
+$10.5M
528,459
+110%
增持
FBND
FIDELITY MERRIMACK STR TR
+$10.0M
328,956
+197%
增持
AXP
AMERICAN EXPRESS CO
+$9.9M
45,724
+115%
增持
IEMG
ISHARES INC
+$9.8M
474,516
+42%
增持
EFA
ISHARES TR
+$9.7M
414,957
+29%
减持
BIL
SPDR SERIES TRUST
-$9.6M
212,921
-33%
增持
BX
BLACKSTONE INC
+$9.6M
112,500
+148%
增持
XLV
SELECT SECTOR SPDR TR
+$9.5M
136,467
+64%
增持
DAL
DELTA AIR LINES INC DEL
+$9.5M
175,400
+269%
增持
VKTX
VIKING THERAPEUTICS INC
+$9.5M
281,052
+1624%
增持
KO
COCA COLA CO
+$9.4M
351,342
+54%
增持
XLC
SELECT SECTOR SPDR TR
+$9.3M
174,758
+84%
增持
UBER
UBER TECHNOLOGIES INC
+$9.1M
251,479
+115%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.0M
83,630
+50%
增持
DFAI
DIMENSIONAL ETF TRUST
+$9.0M
320,305
+267%
增持
VUG
VANGUARD INDEX FDS
+$9.0M
123,306
+16%
增持
MPC
MARATHON PETE CORP
+$8.9M
72,692
+378%
增持
GLD
SPDR GOLD TR
+$8.9M
139,161
+7%
增持
GE
GE AEROSPACE
+$8.9M
67,637
+70%
减持
ETHA
ISHARES ETHEREUM TR
-$8.8M
24,131
-92%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.8M
427,770
+43%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.7M
96,800
+22%
增持
—
CARNIVAL CORP
+$8.7M
308,485
+1089%
增持
MS
MORGAN STANLEY
+$8.5M
76,338
+140%
增持
RTX
RTX CORPORATION
+$8.5M
113,039
+54%
增持
IYH
ISHARES TR
+$8.3M
136,448
+1195%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$8.2M
122,847
+86%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$8.0M
483,650
+104%
增持
VTI
VANGUARD INDEX FDS
+$8.0M
169,123
+14%
增持
FCVT
FIRST TR EXCHANGE-TRADED FD
+$7.9M
347,194
+112%
增持
IEFA
ISHARES TR
+$7.9M
503,180
+18%
建仓
—
COPA HOLDINGS SA
+$7.9M
65,745
增持
BA
BOEING CO
+$7.9M
70,966
+104%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$7.8M
436,170
+95%
增持
GEV
GE VERNOVA INC
+$7.8M
19,791
+137%
增持
MRVL
MARVELL TECHNOLOGY INC
+$7.7M
112,156
+429%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$7.7M
32,310
+113%
增持
IUSB
ISHARES TR
+$7.6M
340,531
+94%
增持
TSLA
TESLA INC
+$7.6M
84,983
+23%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$7.6M
670,866
+115%
增持
MCD
MCDONALDS CORP
+$7.5M
65,121
+60%
增持
—
EXXON MOBIL CORP
+$7.5M
275,643
+21%
增持
VTV
VANGUARD INDEX FDS
+$7.4M
330,447
+11%
增持
JLL
JONES LANG LASALLE INC
+$7.4M
45,238
+72%
增持
IEF
ISHARES TR
+$7.3M
223,259
+52%
增持
AGG
ISHARES TR
+$7.3M
353,127
+27%
建仓
COHR
COHERENT CORP
+$7.2M
38,968
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$7.2M
204,109
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$7.0M
85,934
+44%
增持
—
FABRINET
+$6.9M
16,787
+784%
增持
MA
MASTERCARD INCORPORATED
+$6.8M
35,923
+50%
建仓
FYEE
FIDELITY GREENWOOD STREET TR
+$6.7M
234,336
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$6.7M
171,150
+204%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$6.7M
88,153
增持
QUAL
ISHARES TR
+$6.7M
111,127
+40%
增持
C
CITIGROUP INC
+$6.7M
103,370
+94%
减持
SGOV
ISHARES TR
-$6.7M
51,334
-56%
增持
—
ACCENTURE PLC IRELAND
+$6.3M
50,074
+74%
增持
QCOM
QUALCOMM INC
+$6.3M
88,257
+66%
增持
UPS
UNITED PARCEL SERVICE INC
+$6.2M
108,928
+98%
增持
DGRO
ISHARES TR
+$6.1M
133,788
+182%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$6.1M
457,239
+93%
增持
TFC
TRUIST FINL CORP
+$6.0M
268,702
+71%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.8M
45,591
+58%
建仓
UL
UNILEVER PLC
+$5.7M
87,844
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$5.7M
144,833
+112%
建仓
SANM
SANMINA CORPORATION
+$5.6M
37,379
增持
AMGN
AMGEN INC
+$5.6M
39,933
+50%
增持
PFE
PFIZER INC
+$5.5M
441,720
+105%
增持
XLP
SELECT SECTOR SPDR TR
+$5.5M
209,936
+52%
增持
IBB
ISHARES TR
+$5.5M
35,689
+810%
增持
TOTL
SSGA ACTIVE ETF TR
+$5.4M
582,684
+31%
增持
NEE
NEXTERA ENERGY INC
+$5.4M
223,108
+35%
减持
SCHX
SCHWAB STRATEGIC TR
-$5.4M
291,236
-42%
建仓
UI
UBIQUITI INC
+$5.4M
9,709
清仓
EOI
EATON VANCE ENHANCED EQUITY
-$5.3M
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$5.3M
166,017
+107%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$5.2M
204,833
+80%
增持
OEF
ISHARES TR
+$5.1M
40,372
+53%
增持
OKE
ONEOK INC NEW
+$5.0M
147,386
+84%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$5.0M
87,054
+131%
增持
INTC
INTEL CORP
+$5.0M
212,439
+149%
建仓
LVS
LAS VEGAS SANDS CORP
+$5.0M
76,160
增持
VTEB
VANGUARD MUN BD FDS
+$4.9M
214,431
+82%
增持
DDWM
WISDOMTREE TR
+$4.9M
147,412
+298%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.8M
119,492
+112%
增持
—
MEDTRONIC PLC
+$4.8M
103,116
+94%
增持
DIS
DISNEY WALT CO
+$4.8M
112,188
+62%
增持
ANET
ARISTA NETWORKS INC
+$4.8M
56,247
+223%
增持
EMXC
ISHARES INC
+$4.8M
75,595
+640%
