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 |
|---|---|---|---|---|---|---|---|---|
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $22.27万 | 0.07% | 11,257 | 153 | 1.4% | $3,026 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $21.85万 | 0.06% | 1,016 | 1,016 | — | $21.85万 | 新建仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $21.67万 | 0.06% | 12,208 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $21.54万 | 0.06% | 677 | 677 | — | $21.54万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC COM | $21.37万 | 0.06% | 1,333 | 148 | 12.5% | $2.37万 | 加仓 |
| — | POWERSHRARES DYNAMIC | $21.01万 | 0.06% | 4,288 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR LARGE CAP CORE ALPHADEX FD COMSHS | $20.73万 | 0.06% | 1,700 | 0 | 0.0% | — | 不变 |
| XLY | CONSUMER DISCRETIONARY SEL SECTOR SPDR FD | $20.38万 | 0.06% | 1,870 | 1,870 | — | $20.38万 | 新建仓 |
| BBSI | BARRETT BUSINESS SERVICES INC | $20.13万 | 0.06% | 6,900 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $20.06万 | 0.06% | 1,276 | 1,276 | — | $20.06万 | 新建仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $19.61万 | 0.06% | 10,320 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $0 | 0.00% | 0 | -14,544 | -100.0% | -$72.71万 | 清仓 |
| GIS | GENERAL MLS INC COM | $0 | 0.00% | 0 | -5,432 | -100.0% | -$25.26万 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -363 | -100.0% | -$24.05万 | 清仓 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | -1,310 | -100.0% | -$22.41万 | 清仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $0 | 0.00% | 0 | -98,000 | -100.0% | -$15.29万 | 清仓 |