Concord Asset Management, LLC/VA
ABINGDON VA · SEC CIK 0002031885
$5.92亿2026Q1 申报市值
117持仓数
45.0%前十大占比 · 第一大 5.8%
3 / 6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
VGSH 新建仓+$3,148.52万
CVX 加仓+$273.92万
RTX 新建仓+$216.41万
HYBL 加仓+$183.54万
SPIB 加仓+$174.96万
2026Q1 卖出最多 按季末市值估算
SHV 清仓-$3,108.56万
BRK/B 减仓-$361.41万
WSM 清仓-$219.56万
ADP 清仓-$209.02万
ISRG 清仓-$177.67万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $665.85万 | 1.13% | 11,638 | -357 | -3.0% | -$20.43万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $667.35万 | 1.13% | 82,788 | -3,044 | -3.5% | -$24.54万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $712.06万 | 1.20% | 80,495 | 8,045 | 11.1% | $71.17万 | 加仓 |
| IGRO | ISHARES TR | $751.60万 | 1.27% | 89,722 | 8,347 | 10.3% | $69.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $813.13万 | 1.37% | 27,642 | 1,031 | 3.9% | $30.33万 | 加仓 |
| AMZN | AMAZON COM INC | $838.50万 | 1.42% | 40,260 | 1,024 | 2.6% | $21.33万 | 加仓 |
| GOOGL | ALPHABET INC | $861.88万 | 1.46% | 29,972 | 1,188 | 4.1% | $34.16万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $888.15万 | 1.50% | 85,920 | 3,863 | 4.7% | $39.93万 | 加仓 |
| DON | WISDOMTREE TR | $908.55万 | 1.54% | 172,926 | 10,474 | 6.4% | $55.03万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $969.68万 | 1.64% | 87,778 | 1,652 | 1.9% | $18.25万 | 加仓 |
| AVGO | BROADCOM INC | $986.43万 | 1.67% | 31,871 | 1,526 | 5.0% | $47.23万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $1,131.71万 | 1.91% | 248,172 | 12,659 | 5.4% | $57.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,147.32万 | 1.94% | 30,994 | 587 | 1.9% | $21.73万 | 加仓 |
| AAPL | APPLE INC | $1,559.38万 | 2.63% | 61,444 | 3,380 | 5.8% | $85.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,673.49万 | 2.83% | 95,957 | 1,925 | 2.0% | $33.57万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,923.78万 | 3.25% | 238,741 | 9,811 | 4.3% | $79.06万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,084.40万 | 3.52% | 212,889 | 5,815 | 2.8% | $56.93万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,148.52万 | 5.32% | 537,841 | 537,841 | — | $3,148.52万 | 新建仓 |
| HYBL | SSGA ACTIVE TR | $3,181.36万 | 5.38% | 1,142,730 | 65,926 | 6.1% | $183.54万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $3,209.24万 | 5.42% | 956,840 | 52,166 | 5.8% | $174.96万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $3,215.56万 | 5.43% | 1,121,967 | 58,362 | 5.5% | $167.27万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $3,238.58万 | 5.47% | 1,077,015 | 44,013 | 4.3% | $132.35万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,414.58万 | 5.77% | 747,992 | 22,840 | 3.1% | $104.26万 | 加仓 |