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 |
|---|---|---|---|---|---|---|---|---|
| — | COHEN & STEERS REAL ESTATE O | $0 | 0.00% | 0 | -22,350 | -100.0% | -$32.50万 | 清仓 |
| — | WESTERN ASSET INTER MUNI | $0 | 0.00% | 0 | -42,005 | -100.0% | -$32.26万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -3,448 | -100.0% | -$32.07万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -6,306 | -100.0% | -$30.92万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,477 | -100.0% | -$30.65万 | 清仓 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -12,962 | -100.0% | -$30.23万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -8,996 | -100.0% | -$30.16万 | 清仓 |
| HEDJ | WISDOMTREE TR | $0 | 0.00% | 0 | -5,530 | -100.0% | -$28.92万 | 清仓 |
| TBUX | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -5,799 | -100.0% | -$28.85万 | 清仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -5,674 | -100.0% | -$28.44万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,961 | -100.0% | -$28.12万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -5,562 | -100.0% | -$27.75万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -5,755 | -100.0% | -$27.65万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,985 | -100.0% | -$27.35万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,725 | -100.0% | -$27.11万 | 清仓 |
| ICSH | ISHARES TR | $0 | 0.00% | 0 | -5,343 | -100.0% | -$27.05万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,914 | -100.0% | -$26.80万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -7,330 | -100.0% | -$26.26万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -4,531 | -100.0% | -$24.53万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,022 | -100.0% | -$23.14万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,270 | -100.0% | -$22.53万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -10,754 | -100.0% | -$22.47万 | 清仓 |
| DFSD | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,631 | -100.0% | -$22.17万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,647 | -100.0% | -$21.90万 | 清仓 |
| DFCF | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,071 | -100.0% | -$21.41万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,080 | -100.0% | -$20.99万 | 清仓 |
| BCX | BLACKROCK RES & COMMODITIES | $0 | 0.00% | 0 | -14,700 | -100.0% | -$17.71万 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -12,390 | -100.0% | -$13.43万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -15,722 | -100.0% | -$11.95万 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -13,330 | -100.0% | -$10.10万 | 清仓 |
| — | EATON VANCE CALIF MUN INCOM | $0 | 0.00% | 0 | -10,000 | -100.0% | -$10.06万 | 清仓 |