Concurrent Investment Advisors, LLC
Tampa FL · SEC CIK 0002001015
$117.51亿2026Q2 申报市值
2,097持仓数
18.3%前十大占比 · 第一大 3.2%
274 / 138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
VOO 加仓+$1.37亿
QQQ 加仓+$4,577.62万
VTI 加仓+$4,244.39万
FPXI 新建仓+$3,425.57万
SPY 加仓+$3,311.12万
2026Q2 卖出最多 按季末市值估算
FTSM 减仓-$1.47亿
BIL 减仓-$1.18亿
EXXON MOBIL CORP 清仓-$4,808.47万
CTA 清仓-$4,426.17万
GLD 减仓-$4,012.87万
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 |
|---|---|---|---|---|---|---|---|---|
| SMMV | ISHARES TR | $55.97万 | 0.00% | 12,157 | 1,900 | 18.5% | $8.75万 | 加仓 |
| UMBF | UMB FINL CORP | $56.08万 | 0.00% | 3,928 | 484 | 14.1% | $6.91万 | 加仓 |
| XYL | XYLEM INC | $56.25万 | 0.00% | 4,758 | 2,620 | 122.5% | $30.98万 | 加仓 |
| — | RYTHM INC | $56.31万 | 0.00% | 22,100 | 10,779 | 95.2% | $27.46万 | 加仓 |
| DT | DYNATRACE INC | $56.71万 | 0.00% | 12,916 | 36 | 0.3% | $1,581 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $56.78万 | 0.00% | 87,766 | 54,458 | 163.5% | $35.23万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $56.85万 | 0.00% | 7,452 | 3,887 | 109.0% | $29.65万 | 加仓 |
| IYY | ISHARES TR | $56.87万 | 0.00% | 3,120 | -24 | -0.8% | -$4,375 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $56.96万 | 0.00% | 5,693 | 656 | 13.0% | $6.56万 | 加仓 |
| KAI | KADANT INC | $56.99万 | 0.00% | 1,814 | -125 | -6.4% | -$3.93万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $57.24万 | 0.00% | 7,114 | 300 | 4.4% | $2.41万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $57.35万 | 0.00% | 6,588 | 203 | 3.2% | $1.77万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $57.46万 | 0.00% | 5,640 | 829 | 17.2% | $8.45万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $57.48万 | 0.00% | 77,569 | 2,137 | 2.8% | $1.58万 | 加仓 |
| PJT | PJT PARTNERS INC | $57.53万 | 0.00% | 3,812 | 1,437 | 60.5% | $21.69万 | 加仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $57.61万 | 0.00% | 22,742 | 22,742 | — | $57.61万 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $57.69万 | 0.00% | 7,063 | 923 | 15.0% | $7.54万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $57.72万 | 0.00% | 3,118 | 64 | 2.1% | $1.18万 | 加仓 |
| BIO | BIO RAD LABS INC | $57.84万 | 0.00% | 1,970 | -192 | -8.9% | -$5.64万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $57.93万 | 0.00% | 3,198 | 1,665 | 108.6% | $30.16万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $57.97万 | 0.00% | 2,680 | 483 | 22.0% | $10.45万 | 加仓 |
| VRSN | VERISIGN INC | $58.21万 | 0.00% | 2,314 | 108 | 4.9% | $2.72万 | 加仓 |
| JA | JANUS DETROIT STR TR | $58.23万 | 0.00% | 11,634 | 11,634 | — | $58.23万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $58.36万 | 0.00% | 12,820 | 1,001 | 8.5% | $4.56万 | 加仓 |
| WWD | WOODWARD INC | $58.63万 | 0.00% | 1,378 | -33 | -2.3% | -$1.40万 | 减仓 |
| WAT | WATERS CORP | $58.97万 | 0.01% | 1,572 | 231 | 17.2% | $8.66万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $59.13万 | 0.01% | 10,976 | 2,539 | 30.1% | $13.68万 | 加仓 |
| ILMN | ILLUMINA INC | $59.37万 | 0.01% | 3,376 | -291 | -7.9% | -$5.12万 | 减仓 |
| QGRW | WISDOMTREE TR | $59.49万 | 0.01% | 9,011 | -15 | -0.2% | -$990 | 减仓 |
| IGF | ISHARES TR | $59.51万 | 0.01% | 8,935 | -221 | -2.4% | -$1.47万 | 减仓 |
| — | ETF SER SOLUTIONS | $59.57万 | 0.01% | 17,275 | 17,275 | — | $59.57万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $59.77万 | 0.01% | 16,971 | 395 | 2.4% | $1.39万 | 加仓 |
| RMD | RESMED INC | $59.86万 | 0.01% | 3,072 | -1,930 | -38.6% | -$37.61万 | 减仓 |
| SONY | SONY GROUP CORP | $59.88万 | 0.01% | 29,848 | 5,666 | 23.4% | $11.37万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $59.91万 | 0.01% | 2,100 | -11,600 | -84.7% | -$330.94万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $59.94万 | 0.01% | 23,563 | 2,441 | 11.6% | $6.21万 | 加仓 |
| STGW | STAGWELL INC | $60.03万 | 0.01% | 80,795 | 37,485 | 86.6% | $27.85万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $60.12万 | 0.01% | 11,402 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $60.13万 | 0.01% | 16,309 | 1,833 | 12.7% | $6.76万 | 加仓 |
| DG | DOLLAR GEN CORP | $60.27万 | 0.01% | 5,235 | 1,352 | 34.8% | $15.56万 | 加仓 |
| CCI | CROWN CASTLE INC | $60.37万 | 0.01% | 7,972 | -195 | -2.4% | -$1.48万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $60.48万 | 0.01% | 12,146 | -46,314 | -79.2% | -$230.63万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $60.50万 | 0.01% | 3,712 | 143 | 4.0% | $2.33万 | 加仓 |
| IQLT | ISHARES TR | $60.79万 | 0.01% | 12,269 | 12,269 | — | $60.79万 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $60.99万 | 0.01% | 5,523 | 261 | 5.0% | $2.88万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $61.35万 | 0.01% | 101,068 | -2,782 | -2.7% | -$1.69万 | 减仓 |
| LFUS | LITTELFUSE INC | $61.37万 | 0.01% | 1,348 | -159 | -10.6% | -$7.24万 | 减仓 |
| IYJ | ISHARES TR | $61.49万 | 0.01% | 3,690 | 1,162 | 46.0% | $19.36万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $61.53万 | 0.01% | 11,854 | 1,615 | 15.8% | $8.38万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $61.55万 | 0.01% | 12,266 | -686 | -5.3% | -$3.44万 | 减仓 |
| NU | NU HLDGS LTD | $61.78万 | 0.01% | 46,245 | -77,758 | -62.7% | -$103.88万 | 减仓 |
| CPNG | COUPANG INC | $62.09万 | 0.01% | 35,744 | 13,280 | 59.1% | $23.07万 | 加仓 |
| HYD | VANECK ETF TRUST | $62.22万 | 0.01% | 12,079 | 703 | 6.2% | $3.62万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $62.22万 | 0.01% | 8,690 | 1,007 | 13.1% | $7.21万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $62.31万 | 0.01% | 1,736 | 160 | 10.2% | $5.74万 | 加仓 |
| — | PACER FDS TR | $62.37万 | 0.01% | 19,005 | -579 | -3.0% | -$1.90万 | 减仓 |
| SMTH | ALPS ETF TR | $62.49万 | 0.01% | 24,278 | 9,091 | 59.9% | $23.40万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $62.53万 | 0.01% | 7,905 | 625 | 8.6% | $4.94万 | 加仓 |
| MKC | MCCORMICK & CO INC | $62.61万 | 0.01% | 12,418 | -2,313 | -15.7% | -$11.66万 | 减仓 |
| ALLE | ALLEGION PLC | $62.66万 | 0.01% | 4,460 | 2,590 | 138.5% | $36.39万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $62.72万 | 0.01% | 2,399 | 101 | 4.4% | $2.64万 | 加仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $62.78万 | 0.01% | 47,997 | -3,862 | -7.4% | -$5.05万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $62.80万 | 0.01% | 8,133 | 101 | 1.3% | $7,799 | 加仓 |
| IDXX | IDEXX LABS INC | $63.11万 | 0.01% | 1,199 | 292 | 32.2% | $15.37万 | 加仓 |
| IPAC | ISHARES TR | $63.21万 | 0.01% | 7,715 | 10 | 0.1% | $819 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $63.21万 | 0.01% | 23,011 | 12,265 | 114.1% | $33.69万 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $63.35万 | 0.01% | 30,649 | 380 | 1.3% | $7,855 | 加仓 |
| BRO | BROWN & BROWN INC | $63.44万 | 0.01% | 9,890 | -1,854 | -15.8% | -$11.89万 | 减仓 |
| MRNA | MODERNA INC | $63.48万 | 0.01% | 9,064 | 3,019 | 49.9% | $21.14万 | 加仓 |
| WCC | WESCO INTL INC | $63.63万 | 0.01% | 1,842 | 286 | 18.4% | $9.88万 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $63.66万 | 0.01% | 2,200 | -2,200 | -50.0% | -$63.66万 | 减仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $63.69万 | 0.01% | 41,120 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $63.73万 | 0.01% | 77,342 | -219,480 | -73.9% | -$180.85万 | 减仓 |
| IXC | ISHARES TR | $63.77万 | 0.01% | 12,979 | 3,486 | 36.7% | $17.13万 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $63.79万 | 0.01% | 27,097 | 93 | 0.3% | $2,189 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $63.83万 | 0.01% | 13,143 | -837 | -6.0% | -$4.07万 | 减仓 |
| IBDR | ISHARES TR | $63.93万 | 0.01% | 26,384 | 26,384 | — | $63.93万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $64.18万 | 0.01% | 59,206 | -11,457 | -16.2% | -$12.42万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $64.45万 | 0.01% | 13,062 | -11,171 | -46.1% | -$55.12万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $64.73万 | 0.01% | 1,122 | 247 | 28.2% | $14.25万 | 加仓 |
| FLTR | VANECK ETF TRUST | $64.82万 | 0.01% | 25,309 | -3,567 | -12.4% | -$9.14万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $64.93万 | 0.01% | 13,120 | 881 | 7.2% | $4.36万 | 加仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $64.97万 | 0.01% | 31,739 | 31,739 | — | $64.97万 | 新建仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $65.10万 | 0.01% | 40,738 | 2,317 | 6.0% | $3.70万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $65.17万 | 0.01% | 30,952 | 21,110 | 214.5% | $44.45万 | 重新持有 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $65.20万 | 0.01% | 24,274 | 323 | 1.3% | $8,676 | 加仓 |
| KRE | SPDR SERIES TRUST | $65.39万 | 0.01% | 8,737 | -619 | -6.6% | -$4.63万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $65.46万 | 0.01% | 16,543 | -17 | -0.1% | -$673 | 减仓 |
| AOM | ISHARES TR | $65.55万 | 0.01% | 13,140 | -1,517 | -10.4% | -$7.57万 | 减仓 |
| NET | CLOUDFLARE INC | $65.62万 | 0.01% | 2,676 | 367 | 15.9% | $9.00万 | 加仓 |
| DVYE | ISHARES INC | $65.75万 | 0.01% | 20,400 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $65.81万 | 0.01% | 4,265 | -5,518 | -56.4% | -$85.14万 | 重新持有 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $65.89万 | 0.01% | 31,883 | 21,835 | 217.3% | $45.12万 | 重新持有 |
| EPS | WISDOMTREE TR | $65.90万 | 0.01% | 8,472 | -2,564 | -23.2% | -$19.94万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $65.99万 | 0.01% | 16,111 | -349 | -2.1% | -$1.43万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $66.10万 | 0.01% | 14,243 | 1,597 | 12.6% | $7.41万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $66.16万 | 0.01% | 7,350 | -919 | -11.1% | -$8.27万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $66.30万 | 0.01% | 7,652 | -1,698 | -18.2% | -$14.71万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $66.36万 | 0.01% | 40,503 | 27,357 | 208.1% | $44.82万 | 重新持有 |
| ISPY | PROSHARES TR | $66.50万 | 0.01% | 13,800 | 0 | 0.0% | — | 不变 |