Concorde Asset Management, LLC
ANN ARBOR MI · SEC CIK 0001631773
$1.73亿2026Q2 申报市值
152持仓数
43.1%前十大占比 · 第一大 9.8%
19 / 79新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$129.56万
APH 新建仓+$127.63万
FAN 加仓+$121.10万
SPMO 加仓+$104.56万
AIRR 加仓+$93.67万
2026Q2 卖出最多 按季末市值估算
BUFR 清仓-$508.79万
IUSB 清仓-$473.63万
BUFQ 清仓-$445.16万
FTSL 清仓-$327.79万
EFG 清仓-$307.27万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | $31.42万 | 0.18% | 1,384 | 18 | 1.3% | $4,086 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $31.38万 | 0.18% | 2,760 | 30 | 1.1% | $3,411 | 加仓 |
| AMGN | AMGEN INC | $31.00万 | 0.18% | 856 | 19 | 2.3% | $6,881 | 加仓 |
| PFE | PFIZER INC | $30.90万 | 0.18% | 12,833 | 4,378 | 51.8% | $10.54万 | 加仓 |
| META | META PLATFORMS INC | $29.92万 | 0.17% | 531 | -48 | -8.3% | -$2.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $29.81万 | 0.17% | 806 | 160 | 24.8% | $5.92万 | 加仓 |
| KO | COCA COLA CO | $29.75万 | 0.17% | 3,638 | 35 | 1.0% | $2,863 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $28.86万 | 0.17% | 8,165 | -100 | -1.2% | -$3,535 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $28.85万 | 0.17% | 824 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $28.34万 | 0.16% | 3,260 | -1,488 | -31.3% | -$12.94万 | 减仓 |
| — | VANECK ETF TRUST | $28.32万 | 0.16% | 4,433 | 4,433 | — | $28.32万 | 新建仓 |
| GOOG | ALPHABET INC | $28.25万 | 0.16% | 799 | -81 | -9.2% | -$2.86万 | 减仓 |
| AMAT | APPLIED MATLS INC | $27.84万 | 0.16% | 385 | 385 | — | $27.84万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $27.41万 | 0.16% | 8,625 | 8,625 | — | $27.41万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $26.71万 | 0.15% | 14,899 | -1,800 | -10.8% | -$3.23万 | 减仓 |
| HD | HOME DEPOT INC | $26.62万 | 0.15% | 755 | -106 | -12.3% | -$3.74万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $26.21万 | 0.15% | 11,924 | 437 | 3.8% | $9,605 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.12万 | 0.15% | 6,169 | -170 | -2.7% | -$7,198 | 减仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $26.04万 | 0.15% | 11,200 | -500 | -4.3% | -$1.16万 | 减仓 |
| GE | GE AEROSPACE | $25.27万 | 0.15% | 676 | 676 | — | $25.27万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $24.98万 | 0.14% | 5,795 | -4,016 | -40.9% | -$17.31万 | 减仓 |
| V | VISA INC | $24.98万 | 0.14% | 728 | 28 | 4.0% | $9,607 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $24.82万 | 0.14% | 4,511 | 4,511 | — | $24.82万 | 新建仓 |
| BA | BOEING CO | $23.77万 | 0.14% | 1,098 | -15 | -1.3% | -$3,247 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $23.25万 | 0.13% | 271 | -31 | -10.3% | -$2.66万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $22.94万 | 0.13% | 2,528 | 538 | 27.0% | $4.88万 | 加仓 |
| IOO | ISHARES TR | $22.88万 | 0.13% | 1,675 | -50 | -2.9% | -$6,830 | 减仓 |
| DOCU | DOCUSIGN INC | $22.49万 | 0.13% | 5,064 | 146 | 3.0% | $6,485 | 加仓 |
| NEE | NEXTERA ENERGY INC | $22.29万 | 0.13% | 2,540 | 209 | 9.0% | $1.83万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.86万 | 0.13% | 880 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $21.50万 | 0.12% | 4,500 | -700 | -13.5% | -$3.34万 | 重新持有 |
| TMFC | RBB FD INC | $21.38万 | 0.12% | 2,807 | -2,461 | -46.7% | -$18.74万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $21.23万 | 0.12% | 974 | 974 | — | $21.23万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.18万 | 0.12% | 753 | -47 | -5.9% | -$1.32万 | 重新持有 |
| RTX | RTX CORPORATION | $20.97万 | 0.12% | 1,105 | 34 | 3.2% | $6,451 | 加仓 |
| GILD | GILEAD SCIENCES INC | $20.88万 | 0.12% | 1,653 | -39 | -2.3% | -$4,927 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $20.56万 | 0.12% | 3,835 | -2,828 | -42.4% | -$15.16万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $20.41万 | 0.12% | 1,071 | -1,315 | -55.1% | -$25.06万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $20.19万 | 0.12% | 440 | -6 | -1.3% | -$2,753 | 重新持有 |
| GLW | CORNING INC | $20.10万 | 0.12% | 787 | 787 | — | $20.10万 | 新建仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $20.01万 | 0.12% | 2,700 | 2,700 | — | $20.01万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $18.65万 | 0.11% | 11,056 | -1,436 | -11.5% | -$2.42万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $16.23万 | 0.09% | 34,312 | -1,210 | -3.4% | -$5,723 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $16.07万 | 0.09% | 24,830 | -6,030 | -19.5% | -$3.90万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $14.09万 | 0.08% | 16,900 | 1,600 | 10.5% | $1.33万 | 加仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $13.21万 | 0.08% | 19,500 | 19,500 | — | $13.21万 | 新建仓 |
| — | OFS CAP CORP | $12.39万 | 0.07% | 33,550 | 15,450 | 85.4% | $5.70万 | 加仓 |
| MSOS | ADVISORSHARES TR | $9.73万 | 0.06% | 19,160 | -1,160 | -5.7% | -$5,893 | 减仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $9.02万 | 0.05% | 12,000 | 12,000 | — | $9.02万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $8.34万 | 0.05% | 14,350 | -500 | -3.4% | -$2,905 | 减仓 |
| — | MACKENZIE RLTY CAP INC | $7.37万 | 0.04% | 43,100 | 4,850 | 12.7% | $8,294 | 加仓 |
| — | MOBILE INFRASTRUCTURE CORP | $6.34万 | 0.04% | 45,941 | -783 | -1.7% | -$1,081 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -150,664 | -100.0% | -$508.79万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -102,539 | -100.0% | -$473.63万 | 清仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -126,035 | -100.0% | -$445.16万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -73,167 | -100.0% | -$327.79万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -27,590 | -100.0% | -$307.27万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -77,917 | -100.0% | -$276.14万 | 清仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -137,401 | -100.0% | -$244.71万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -31,817 | -100.0% | -$221.92万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -34,537 | -100.0% | -$207.18万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -27,486 | -100.0% | -$204.36万 | 清仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -26,413 | -100.0% | -$191.76万 | 清仓 |
| FTS | FORTIS INC | $0 | 0.00% | 0 | -29,000 | -100.0% | -$161.79万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -15,988 | -100.0% | -$151.81万 | 清仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -18,171 | -100.0% | -$127.85万 | 清仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -58,703 | -100.0% | -$123.04万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -14,518 | -100.0% | -$114.20万 | 清仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $0 | 0.00% | 0 | -92,009 | -100.0% | -$103.95万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,801 | -100.0% | -$98.42万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -18,540 | -100.0% | -$96.28万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -41,552 | -100.0% | -$95.20万 | 清仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $0 | 0.00% | 0 | -166,190 | -100.0% | -$94.89万 | 清仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -28,922 | -100.0% | -$83.04万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -156,674 | -100.0% | -$79.90万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -1,795 | -100.0% | -$77.24万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -6,843 | -100.0% | -$68.92万 | 清仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $0 | 0.00% | 0 | -63,972 | -100.0% | -$60.90万 | 清仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $0 | 0.00% | 0 | -51,622 | -100.0% | -$59.73万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -13,939 | -100.0% | -$59.23万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -6,510 | -100.0% | -$58.94万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -11,523 | -100.0% | -$57.66万 | 清仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $0 | 0.00% | 0 | -68,050 | -100.0% | -$57.57万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -5,365 | -100.0% | -$56.82万 | 清仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $0 | 0.00% | 0 | -62,215 | -100.0% | -$53.63万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,685 | -100.0% | -$53.60万 | 清仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $0 | 0.00% | 0 | -45,476 | -100.0% | -$50.20万 | 清仓 |
| — | NUVEEN MORTGAGE AND INCOME F | $0 | 0.00% | 0 | -27,080 | -100.0% | -$49.49万 | 清仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $0 | 0.00% | 0 | -49,948 | -100.0% | -$47.50万 | 清仓 |
| — | NEUBERGER R/EST SECS INC FD | $0 | 0.00% | 0 | -160,300 | -100.0% | -$45.53万 | 清仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $0 | 0.00% | 0 | -24,400 | -100.0% | -$44.67万 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -4,204 | -100.0% | -$42.12万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -3,305 | -100.0% | -$41.46万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,623 | -100.0% | -$40.08万 | 清仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | 0.00% | 0 | -35,800 | -100.0% | -$38.77万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -5,950 | -100.0% | -$38.13万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -22,796 | -100.0% | -$37.86万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,414 | -100.0% | -$35.61万 | 清仓 |
| PFLD | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -17,800 | -100.0% | -$34.61万 | 清仓 |
| SYSB | ISHARES TR | $0 | 0.00% | 0 | -3,692 | -100.0% | -$32.86万 | 清仓 |