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Concurrent投资顾问 · 13F 持仓分析
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Concurrent投资顾问

Concurrent Investment Advisors, LLCNo.523 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$117.51亿
环比变动 Q1 2026
+$25.54亿+27.8%
持仓股票数
2027
新买入
270
加仓
1154
减仓
527
清仓
94
持股不变
76
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
3.18%2.24%$3.73亿54.4万股$2.06亿34.4万股+19.9万股+57.97%加仓
苹果AAPL
2.76%2.95%$3.25亿113.8万股$2.71亿108.5万股+5.2万股+4.82%加仓
英伟达NVDA
2.5%2.6%$2.94亿146.9万股$2.40亿137.3万股+9.6万股+6.99%加仓
微软MSFT
2.06%2.35%$2.42亿64.9万股$2.17亿58.5万股+6.4万股+10.89%加仓
SSPDR标普500 ETFSPY
1.54%1.41%$1.81亿24.3万股$1.29亿19.9万股+4.4万股+22.10%加仓
亚马逊AMZN
1.47%1.49%$1.72亿72.3万股$1.37亿65.7万股+6.6万股+9.99%加仓
I景顺QQQ信托VOO
1.34%0.94%$1.57亿21.4万股$8,626.0万14.9万股+6.4万股+43.07%加仓
谷歌AGOOGL
1.33%1.18%$1.56亿43.8万股$1.09亿37.8万股+6.0万股+15.86%加仓
IiShares安硕信托IVV
1.27%1.14%$1.50亿20.0万股$1.05亿16.1万股+3.9万股+24.20%加仓
博通AVGO
0.98%0.92%$1.15亿30.4万股$8,454.7万27.3万股+3.0万股+11.11%加仓
G通用动力VTI
0.91%0.61%$1.07亿29.0万股$5,628.6万17.5万股+11.5万股+65.38%加仓
美光科技MU
0.9%0.44%$1.05亿9.1万股$4,016.8万11.9万股-2.8万股-23.17%减仓
V先锋领航指数基金VTV
0.9%0.73%$1.05亿48.3万股$6,739.1万34.3万股+14.0万股+40.73%加仓
AAlphabet Inc Class CGOOG
0.85%0.82%$1.00亿28.4万股$7,520.1万26.2万股+2.2万股+8.29%加仓
V先锋领航指数基金VUG
0.79%0.61%$9,246.4万107.3万股$5,565.0万12.7万股+94.6万股+742.51%加仓
SSPDR行业精选信托XLK
0.78%0.59%$9,141.0万48.0万股$5,446.7万41.0万股+7.0万股+17.07%加仓
摩根大通JPM
0.77%0.78%$9,068.3万27.7万股$7,146.5万24.3万股+3.4万股+14.03%加仓
IiShares安硕信托IEFA
0.77%0.7%$9,004.9万93.2万股$6,410.8万70.8万股+22.4万股+31.67%加仓
IiShares安硕·COREIJR
0.68%0.51%$8,040.5万54.2万股$4,686.1万37.7万股+16.5万股+43.82%加仓
Meta平台META
0.65%0.8%$7,696.3万13.7万股$7,318.9万12.8万股+8,707股+6.81%加仓
沃尔玛WMT
0.62%0.87%$7,236.5万63.9万股$8,005.9万64.4万股-5,259股-0.82%减仓
IiShares安硕信托AGG
0.6%0.44%$7,058.2万71.3万股$4,090.7万41.2万股+30.1万股+73.05%加仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
0.56%0.77%$6,547.8万131.5万股$7,097.1万142.5万股-10.9万股-7.68%减仓
F富达·MERRIMACK STR TRFBND
0.56%0.66%$6,530.8万143.6万股$6,039.7万132.4万股+11.2万股+8.44%加仓
V先锋领航·FSTEVWO
0.56%0.56%$6,523.7万109.3万股$5,112.1万94.6万股+14.7万股+15.56%加仓
IiShares安硕·COREIJH
0.54%0.4%$6,366.2万82.6万股$3,638.7万53.9万股+28.7万股+53.22%加仓
礼来LLY
0.51%0.44%$5,989.5万5.0万股$4,031.6万4.4万股+6,103股+13.92%加仓
强生JNJ
0.5%0.52%$5,911.4万23.3万股$4,809.8万19.7万股+3.6万股+18.29%加仓
IiShares安硕IEMG
0.49%0.47%$5,760.0万69.5万股$4,314.0万61.8万股+7.7万股+12.42%加仓
IiShares安硕·RUSSELLIWM
0.49%0.31%$5,741.7万19.1万股$2,818.7万11.4万股+7.7万股+68.14%加仓
VanEck ETF信托SMH
0.48%0.37%$5,604.5万8.5万股$3,415.6万8.9万股-3,640股-4.09%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.47%0.45%$5,563.3万23.5万股$4,098.1万19.1万股+4.5万股+23.38%加仓
PPimco Active Bond ETFBOND
0.47%0.57%$5,554.7万60.2万股$5,231.4万56.7万股+3.5万股+6.26%加仓
V先锋领航·FTSEVEA
0.47%0.29%$5,492.7万77.1万股$2,692.8万42.0万股+35.1万股+83.45%加仓
思科CSCO
0.46%0.31%$5,436.1万46.3万股$2,862.4万36.9万股+9.4万股+25.45%加仓
IiShares安硕信托IWD
0.46%0.44%$5,403.2万22.3万股$4,050.8万19.0万股+3.3万股+17.56%加仓
C资本集团成长ETFCGGR
0.45%0.44%$5,271.7万111.7万股$4,067.5万101.2万股+10.5万股+10.36%加仓
伯克希尔哈撒韦BRK.B
0.43%0.45%$5,095.1万10.2万股$4,117.8万8.6万股+1.6万股+18.49%加仓
SSPDR黄金信托GLD
0.43%1.16%$5,094.9万13.8万股$1.06亿24.7万股-10.9万股-44.06%减仓
BBANK OF AMERBAC
0.43%0.44%$5,086.0万89.3万股$4,075.4万83.6万股+5.7万股+6.77%加仓
卡特彼勒CAT
0.42%0.31%$4,915.2万4.6万股$2,885.7万4.1万股+5,425股+13.32%加仓
AMD超威AMD
0.42%0.19%$4,879.2万8.4万股$1,788.1万8.8万股-3,904股-4.44%减仓
IiShares安硕信托TLT
0.41%0.42%$4,855.1万56.2万股$3,885.8万44.8万股+11.4万股+25.33%加仓
家得宝HD
0.41%0.45%$4,826.0万13.7万股$4,111.7万12.5万股+1.2万股+9.46%加仓
C资本集团股息价值CCBG
0.41%0.44%$4,786.3万97.1万股$4,048.3万95.2万股+2.0万股+2.06%加仓
S道富SPYM
0.41%0.42%$4,775.9万54.3万股$3,868.5万50.5万股+3.8万股+7.52%加仓
艾伯维ABBV
0.39%0.43%$4,623.2万18.4万股$3,910.4万18.0万股+3,926股+2.18%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.37%0.4%$4,347.4万41.9万股$3,710.2万38.2万股+3.7万股+9.56%加仓
IiShares安硕·RUSSELLIWF
0.37%0.28%$4,324.5万34.8万股$2,618.8万6.1万股+28.7万股+467.06%加仓
V先锋领航斯科茨代尔基金VCIT
0.37%0.3%$4,321.0万52.3万股$2,731.2万33.0万股+19.3万股+58.40%加仓

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