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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 70
减持 60
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
IAU
ISHARES GOLD TR
-$174.6M
353,230
-86%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$151.5M
2,590,899
+4481%
增持
BIL
SPDR SERIES TRUST
+$136.1M
1,697,549
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。
+697%
增持
MSFT
MICROSOFT CORP
-$59.6M
585,093
+2%
增持
GLD
SPDR GOLD TR
+$51.2M
247,238
+78%
增持
FBND
FIDELITY MERRIMACK STR TR
+$45.3M
1,323,905
+302%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$44.3M
1,464,649
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$39.4M
198,808
-20%
减持
IWV
ISHARES TR
-$33.3M
9,136
-90%
减持
QQQ
INVESCO QQQ TR
-$30.3M
149,451
-21%
减持
IYW
ISHARES TR
-$27.2M
18,081
-88%
增持
VOO
VANGUARD INDEX FDS
+$25.3M
344,117
+20%
减持
IVW
ISHARES TR
-$24.1M
279,982
-38%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$23.1M
650,295
增持
IEFA
ISHARES TR
+$19.1M
708,145
+41%
增持
DBMF
LITMAN GREGORY FDS TR
+$18.6M
661,094
+1305%
减持
MGK
VANGUARD WORLD FD
-$17.7M
55,178
-40%
减持
NVDA
NVIDIA CORPORATION
-$17.6M
1,373,339
-0%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$17.5M
507,422
增持
AAPL
APPLE INC
-$16.5M
1,085,460
+1%
建仓
AVEM
AMERICAN CENTY ETF TR
+$16.0M
198,408
减持
META
META PLATFORMS INC
-$15.1M
127,924
-4%
建仓
CGVV
CAPITAL GROUP EQUITY ETF TR
+$15.0M
559,215
增持
—
EXXON MOBIL CORP
+$14.9M
283,419
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$14.7M
323,257
+182%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$14.6M
1,012,061
-19%
减持
MGC
VANGUARD WORLD FD
-$14.0M
11,930
-82%
增持
EFV
ISHARES TR
+$13.9M
322,068
+130%
建仓
AVUS
AMERICAN CENTY ETF TR
+$13.6M
122,596
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$13.5M
36,278
-95%
建仓
BBRE
J P MORGAN EXCHANGE TRADED F
+$13.4M
140,215
增持
AMZN
AMAZON COM INC
-$12.2M
657,016
+2%
减持
GOOG
ALPHABET INC
-$12.1M
262,154
-6%
增持
SGOV
ISHARES TR
+$12.0M
170,784
+233%
增持
DFAC
DIMENSIONAL ETF TRUST
+$12.0M
352,500
+726%
减持
GOOGL
ALPHABET INC
-$11.9M
377,691
-2%
增持
IEMG
ISHARES INC
+$11.2M
618,497
+30%
增持
CVX
CHEVRON CORPORATION
+$11.2M
162,632
+10%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$10.6M
1,424,840
+18%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$10.6M
306,114
+139%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$10.6M
446,859
增持
SPYM
SPDR SERIES TRUST
+$10.5M
505,424
+44%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$10.4M
321,433
增持
RWL
INVESCO EXCH TRADED FD TR II
+$10.2M
121,344
+271%
减持
CGBL
CAPITAL GROUP CORE BALANCED
-$10.1M
572,908
-32%
增持
AVUV
AMERICAN CENTY ETF TR
+$9.5M
203,435
+60%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$9.2M
192,157
减持
VFLO
VICTORY PORTFOLIOS II
-$9.0M
13,624
-94%
减持
ARKK
ARK ETF TR
-$8.7M
14,353
-89%
减持
ORCL
ORACLE CORP
-$8.7M
160,097
-3%
减持
V
VISA INC
-$8.5M
98,498
-10%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$8.5M
27,548
+347%
增持
EFG
ISHARES TR
+$8.5M
87,575
+689%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$8.4M
97,865
-40%
增持
FNDE
SCHWAB STRATEGIC TR
+$8.3M
367,504
+131%
减持
CGGE
CAPITAL GROUP GLOBAL EQUITY
-$8.2M
233,304
-52%
减持
ABBV
ABBVIE INC
-$8.2M
179,797
-13%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$8.1M
125,595
+46%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$8.1M
66,869
-46%
减持
COF
CAPITAL ONE FINL CORP
-$7.9M
37,051
-39%
减持
TLT
ISHARES TR
-$7.9M
448,241
-16%
增持
MPC
MARATHON PETE CORP
+$7.6M
79,694
+10%
减持
TSLA
TESLA INC
-$7.6M
82,147
-3%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$7.6M
297,565
+380%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.5M
85,931
-11%
减持
CGDG
CAPITAL GROUP DIVIDEND GROWE
-$7.5M
225,044
-48%
减持
DGRW
WISDOMTREE TR
-$7.5M
272,557
-22%
建仓
HGER
HARBOR ETF TRUST
+$7.5M
240,709
增持
DYNF
BLACKROCK ETF TRUST
+$7.4M
486,778
+41%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
-$7.3M
172,565
-50%
增持
FPE
FIRST TR EXCH TRADED FD III
+$7.3M
559,861
+287%
增持
CAT
CATERPILLAR INC
+$7.2M
40,732
+8%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$7.2M
271,554
+1226%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$7.1M
335,844
+202%
增持
VZ
VERIZON COMMUNICATIONS INC
+$6.9M
565,661
+7%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$6.9M
186,599
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$6.8M
485,736
+129%
增持
GLDM
WORLD GOLD TR
+$6.5M
77,519
+863%
增持
AVDE
AMERICAN CENTY ETF TR
+$6.4M
167,301
+78%
增持
LVHI
LEGG MASON ETF INVT
+$6.4M
245,616
+152%
减持
GE
GE AEROSPACE
-$6.3M
51,309
-24%
增持
BAI
BLACKROCK ETF TRUST
+$6.2M
409,659
+86%
减持
AXP
AMERICAN EXPRESS CO
-$6.2M
35,541
-22%
增持
NEE
NEXTERA ENERGY INC
+$6.1M
258,870
+16%
增持
STIP
ISHARES TR
+$6.1M
61,673
+2107%
减持
JLL
JONES LANG LASALLE INC
-$6.1M
30,012
-34%
增持
MRK
MERCK & CO INC
+$6.0M
254,138
+9%
减持
DDWM
WISDOMTREE TR
-$5.9M
11,696
-92%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$5.7M
198,702
+2%
增持
AGG
ISHARES TR
+$5.6M
412,073
+17%
减持
WMT
WALMART INC
+$5.6M
644,183
-4%
清仓
SANM
SANMINA CORPORATION
-$5.6M
0
-100%
减持
QGRW
WISDOMTREE TR
-$5.6M
9,026
-91%
增持
GEV
GE VERNOVA INC
+$5.6M
21,179
+7%
增持
LLY
ELI LILLY & CO
-$5.5M
43,833
+3%
增持
DISV
DIMENSIONAL ETF TRUST
+$5.5M
148,883
+1323%
减持
HIMU
BLACKROCK ETF TRUST II
-$5.4M
58,460
-65%
减持
CRM
SALESFORCE INC
-$5.3M
67,317
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.3M
80,414
-4%
清仓
W
WAYFAIR INC
-$5.3M
0
-100%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$5.3M
270,327
-41%
增持
MINT
PIMCO ETF TR
+$5.1M
122,055
+71%
增持
GOVT
ISHARES TR
+$5.1M
287,722
+348%
减持
IVLU
ISHARES TR
-$5.1M
92,287
-60%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$5.1M
285,922
+227%
减持
MTUM
ISHARES TR
-$5.0M
33,383
-36%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$5.0M
46,052
减持
JNJ
JOHNSON & JOHNSON
+$5.0M
196,768
-6%
增持
XLU
SELECT SECTOR SPDR TR
+$5.0M
372,588
+31%
增持
AVGO
BROADCOM INC
-$4.9M
273,162
+6%
增持
JPM
JPMORGAN CHASE & CO
-$4.8M
242,946
+3%
增持
IHE
ISHARES TR
+$4.7M
57,188
+1898%
清仓
—
ASTRAZENECA PLC
-$4.6M
0
-100%
建仓
—
ASTRAZENECA PLC
+$4.6M
23,353
减持
QCOM
QUALCOMM INC
-$4.6M
81,661
-7%
减持
DIS
DISNEY WALT CO
-$4.5M
85,251
-24%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$4.5M
241,797
-45%
增持
VUG
VANGUARD INDEX FDS
-$4.5M
127,406
+3%
减持
CGCB
CAPITAL GRP FIXED INCM ETF T
-$4.5M
188,727
-47%
增持
PSX
PHILLIPS 66
+$4.4M
64,489
+14%
增持
KO
COCA COLA CO
+$4.4M
381,189
+8%
增持
ES
EVERSOURCE ENERGY
+$4.4M
82,001
+333%
增持
OMC
OMNICOM GROUP INC
+$4.4M
67,899
+660%
增持
IUSB
ISHARES TR
+$4.4M
437,299
+28%
减持
—
ACCENTURE PLC IRELAND
-$4.3M
45,875
-8%
减持
GS
GOLDMAN SACHS GROUP INC
-$4.3M
25,740
-13%
增持
TLH
ISHARES TR
+$4.3M
106,967
+68%
增持
IVV
ISHARES TR
+$4.3M
160,880
+9%
增持
BAC
BANK AMERICA CORP
-$4.3M
835,971
+2%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$4.3M
141,185
-30%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$4.3M
951,643
-7%
增持
VTV
VANGUARD INDEX FDS
+$4.3M
343,483
+4%
增持
LRCX
LAM RESEARCH CORP
+$4.3M
82,201
+6%
建仓
AVDV
AMERICAN CENTY ETF TR
+$4.3M
42,609
减持
CVNA
CARVANA CO
-$4.2M
743
-93%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$4.2M
226,604
-24%
减持
WTV
WISDOMTREE TR
-$4.1M
10,595
-81%
减持
APP
APPLOVIN CORP
-$4.1M
6,996
-31%
建仓
IPGP
IPG PHOTONICS CORP
+$4.1M
35,394
增持
FENI
FIDELITY COVINGTON TRUST
+$4.0M
525,841
+24%
减持
SCHG
SCHWAB STRATEGIC TR
-$3.9M
974,922
-1%
增持
OKE
ONEOK INC NEW
+$3.9M
162,449
+10%
增持
DLN
WISDOMTREE TR
+$3.8M
110,950
+60%
减持
CEF
SPROTT ASSET MANAGEMENT LP
-$3.8M
117,448
-43%
减持
SHOP
SHOPIFY INC
-$3.7M
28,399
-36%
减持
OEF
ISHARES TR
-$3.7M
31,862
-21%
增持
IJR
ISHARES TR
+$3.7M
376,969
+5%
减持
MU
MICRON TECHNOLOGY INC
-$3.6M
118,898
-22%
增持
VRT
VERTIV HOLDINGS CO
+$3.6M
37,209
+4%
建仓
DBB
INVESCO DB MULTI-SECTOR COMM
+$3.5M
143,986
