Concentrum Wealth Management
SAN JOSE CA · SEC CIK 0001765387
$3.39亿2026Q1 申报市值
111持仓数
64.1%前十大占比 · 第一大 19.8%
27 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOG 加仓+$215.17万
AAPL 加仓+$166.16万
GOOGL 加仓+$159.82万
GPIX 新建仓+$101.24万
NVDA 加仓+$92.07万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$816.52万
QQQ 减仓-$351.38万
GLD 减仓-$130.94万
LMBS 清仓-$72.71万
META 减仓-$57.04万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $444.16万 | 1.31% | 20,565 | -527 | -2.5% | -$11.38万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $449.44万 | 1.33% | 43,479 | 1,576 | 3.8% | $16.29万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $460.93万 | 1.36% | 119,971 | -7,304 | -5.7% | -$28.06万 | 减仓 |
| GLD | SPDR GOLD ETF | $544.46万 | 1.61% | 12,653 | -3,043 | -19.4% | -$130.94万 | 减仓 |
| AMZN | AMAZON.COM INC | $649.64万 | 1.92% | 31,192 | 10 | 0.0% | $2,083 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $681.19万 | 2.01% | 23,747 | 7,501 | 46.2% | $215.17万 | 加仓 |
| TSLA | TESLA MOTORS INC | $827.43万 | 2.44% | 22,258 | -87 | -0.4% | -$3.23万 | 减仓 |
| MSFT | MICROSOFT | $863.37万 | 2.55% | 23,324 | 1,121 | 5.0% | $41.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $878.53万 | 2.59% | 43,186 | -247 | -0.6% | -$5.02万 | 减仓 |
| QQQ | POWERSHARES QQQ TR | $950.02万 | 2.81% | 16,460 | -6,088 | -27.0% | -$351.38万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $989.70万 | 2.92% | 210,440 | -2,417 | -1.1% | -$11.37万 | 减仓 |
| FTCS | FIRST TR EXCHANGE TRADED FD DB STRATEGIC VALUE INDEX FD | $1,022.76万 | 3.02% | 110,259 | -2,123 | -1.9% | -$19.69万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | $1,056.80万 | 3.12% | 174,859 | 751 | 0.4% | $4.54万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $1,098.72万 | 3.24% | 28,657 | -247 | -0.9% | -$9.47万 | 减仓 |
| AAPL | APPLE INC | $2,868.70万 | 8.47% | 113,034 | 6,547 | 6.1% | $166.16万 | 加仓 |
| NVDA | NVIDIA CORP | $5,276.50万 | 15.58% | 302,551 | 5,279 | 1.8% | $92.07万 | 加仓 |
| META | META PLATFORMS INC CL A | $6,699.11万 | 19.78% | 117,091 | -997 | -0.8% | -$57.04万 | 减仓 |