Concurrent Investment Advisors, LLC
Tampa FL · SEC CIK 0002001015
$91.97亿2026Q1 申报市值
1,929持仓数
18.6%前十大占比 · 第一大 2.9%
284 / 122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
FTSM 加仓+$1.52亿
BIL 加仓+$1.36亿
GLD 加仓+$4,650.44万
FBND 加仓+$4,538.95万
CTA 新建仓+$4,426.17万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$1.92亿
SPY 减仓-$3,557.55万
IWV 减仓-$3,177.26万
QQQ 减仓-$2,788.01万
IYW 减仓-$2,444.41万
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 |
|---|---|---|---|---|---|---|---|---|
| LEU | CENTRUS ENERGY CORP | $66.22万 | 0.01% | 3,815 | 18 | 0.5% | $3,125 | 加仓 |
| LII | LENNOX INTL INC | $66.28万 | 0.01% | 1,428 | -212 | -12.9% | -$9.84万 | 减仓 |
| UBS | UBS GROUP AG | $66.36万 | 0.01% | 16,987 | 1,904 | 12.6% | $7.44万 | 加仓 |
| CCI | CROWN CASTLE INC | $66.41万 | 0.01% | 8,167 | -732 | -8.2% | -$5.95万 | 减仓 |
| IRM | IRON MTN INC DEL | $66.43万 | 0.01% | 6,504 | -907 | -12.2% | -$9.26万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $66.82万 | 0.01% | 2,298 | 255 | 12.5% | $7.41万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $67.20万 | 0.01% | 13,177 | 13,177 | — | $67.20万 | 新建仓 |
| RACE | FERRARI N V | $67.57万 | 0.01% | 1,996 | -201 | -9.1% | -$6.80万 | 减仓 |
| HL | HECLA MINING COMPANY | $67.91万 | 0.01% | 36,451 | -25,158 | -40.8% | -$46.87万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $68.04万 | 0.01% | 38,615 | 38,615 | — | $68.04万 | 新建仓 |
| RIO | RIO TINTO PLC | $68.09万 | 0.01% | 7,298 | -11,551 | -61.3% | -$107.76万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $68.10万 | 0.01% | 12,886 | -16,518 | -56.2% | -$87.30万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $68.17万 | 0.01% | 24,825 | -108,008 | -81.3% | -$296.59万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $68.22万 | 0.01% | 6,980 | -7,777 | -52.7% | -$76.01万 | 减仓 |
| SII | SPROTT INC | $68.29万 | 0.01% | 4,779 | -738 | -13.4% | -$10.55万 | 减仓 |
| IHI | ISHARES TR | $68.37万 | 0.01% | 12,815 | -2,996 | -18.9% | -$15.98万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $68.56万 | 0.01% | 27,645 | 3,736 | 15.6% | $9.27万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $68.56万 | 0.01% | 9,744 | -466 | -4.6% | -$3.28万 | 减仓 |
| CSL | CARLISLE COS INC | $68.71万 | 0.01% | 2,060 | -694 | -25.2% | -$23.15万 | 减仓 |
| RELX | RELX PLC | $69.20万 | 0.01% | 20,874 | 4,940 | 31.0% | $16.38万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $69.20万 | 0.01% | 1,629 | -91 | -5.3% | -$3.87万 | 减仓 |
| ESGE | ISHARES INC | $69.22万 | 0.01% | 15,222 | 3,976 | 35.4% | $18.08万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $69.23万 | 0.01% | 9,849 | -2,767 | -21.9% | -$19.45万 | 减仓 |
| ACWV | ISHARES INC | $69.24万 | 0.01% | 5,793 | -58 | -1.0% | -$6,932 | 减仓 |
| SILJ | AMPLIFY ETF TR | $69.31万 | 0.01% | 23,322 | 23,322 | — | $69.31万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $69.40万 | 0.01% | 6,928 | 804 | 13.1% | $8.05万 | 加仓 |
| AOM | ISHARES TR | $69.43万 | 0.01% | 14,657 | 821 | 5.9% | $3.89万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $69.52万 | 0.01% | 19,168 | 3,854 | 25.2% | $13.98万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $69.61万 | 0.01% | 7,360 | -138 | -1.8% | -$1.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $69.61万 | 0.01% | 11,146 | 6,498 | 139.8% | $40.58万 | 加仓 |
| AGI | ALAMOS GOLD INC | $69.73万 | 0.01% | 15,695 | -1,419 | -8.3% | -$6.30万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $69.80万 | 0.01% | 125,762 | 12,571 | 11.1% | $6.98万 | 加仓 |
| VFC | V F CORP | $69.83万 | 0.01% | 41,102 | 35,342 | 613.6% | $60.05万 | 重新持有 |
| AX | AXOS FINANCIAL INC | $69.91万 | 0.01% | 8,216 | -4,016 | -32.8% | -$34.17万 | 减仓 |
| IWL | ISHARES TR | $69.94万 | 0.01% | 4,358 | 1,006 | 30.0% | $16.15万 | 加仓 |
| DVYE | ISHARES INC | $70.14万 | 0.01% | 20,400 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $70.29万 | 0.01% | 9,013 | 177 | 2.0% | $1.38万 | 加仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $70.37万 | 0.01% | 51,859 | 12,330 | 31.2% | $16.73万 | 加仓 |
| MLPX | GLOBAL X FDS | $70.52万 | 0.01% | 9,538 | -3,555 | -27.2% | -$26.28万 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $70.53万 | 0.01% | 10,161 | -4,136 | -28.9% | -$28.71万 | 减仓 |
| XPO | XPO INC | $70.56万 | 0.01% | 3,627 | 3,627 | — | $70.56万 | 新建仓 |
| IYK | ISHARES TR | $70.67万 | 0.01% | 10,092 | 97 | 1.0% | $6,793 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $70.80万 | 0.01% | 13,416 | -7,493 | -35.8% | -$39.54万 | 减仓 |
| XT | ISHARES TR | $70.92万 | 0.01% | 10,407 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $71.63万 | 0.01% | 15,394 | 925 | 6.4% | $4.30万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $71.67万 | 0.01% | 17,408 | 7,461 | 75.0% | $30.72万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $71.74万 | 0.01% | 9,705 | -1,544 | -13.7% | -$11.41万 | 减仓 |
| JOBY | JOBY AVIATION INC | $71.75万 | 0.01% | 86,863 | 54,944 | 172.1% | $45.38万 | 加仓 |
| VICI | VICI PPTYS INC | $72.07万 | 0.01% | 26,378 | 746 | 2.9% | $2.04万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $72.08万 | 0.01% | 42,101 | 1,590 | 3.9% | $2.72万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $72.51万 | 0.01% | 8,579 | 5,666 | 194.5% | $47.89万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $73.22万 | 0.01% | 16,409 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $73.38万 | 0.01% | 4,428 | 746 | 20.3% | $12.36万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $73.40万 | 0.01% | 5,881 | -1,367 | -18.9% | -$17.06万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $73.54万 | 0.01% | 9,350 | -1,746 | -15.7% | -$13.73万 | 减仓 |
| FLTR | VANECK ETF TRUST | $73.58万 | 0.01% | 28,876 | -1,394 | -4.6% | -$3.55万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $73.58万 | 0.01% | 6,407 | 2,118 | 49.4% | $24.33万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $73.80万 | 0.01% | 20,231 | -315 | -1.5% | -$1.15万 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $74.12万 | 0.01% | 59,634 | -22,332 | -27.2% | -$27.76万 | 减仓 |
| PPG | PPG INDS INC | $74.20万 | 0.01% | 6,943 | 1,630 | 30.7% | $17.42万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $74.25万 | 0.01% | 8,065 | 3,138 | 63.7% | $28.89万 | 加仓 |
| EWJ | ISHARES INC | $74.30万 | 0.01% | 8,799 | 2,682 | 43.8% | $22.65万 | 加仓 |
| MKC | MCCORMICK & CO INC | $74.30万 | 0.01% | 14,731 | 4,965 | 50.8% | $25.04万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $74.35万 | 0.01% | 16,578 | -325 | -1.9% | -$1.46万 | 减仓 |
| ESGD | ISHARES TR | $74.39万 | 0.01% | 7,780 | 3,692 | 90.3% | $35.30万 | 加仓 |
| FLOT | ISHARES TR | $74.40万 | 0.01% | 14,602 | -4,385 | -23.1% | -$22.34万 | 减仓 |
| TMFC | RBB FD INC | $74.85万 | 0.01% | 11,346 | 2,060 | 22.2% | $13.59万 | 加仓 |
| MAS | MASCO CORP | $75.14万 | 0.01% | 12,446 | 1,074 | 9.4% | $6.48万 | 加仓 |
| EPS | WISDOMTREE TR | $75.16万 | 0.01% | 11,036 | -24,425 | -68.9% | -$166.35万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $75.28万 | 0.01% | 36,278 | -634,588 | -94.6% | -$1,316.76万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $75.47万 | 0.01% | 8,032 | -2,712 | -25.2% | -$25.48万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $75.51万 | 0.01% | 65,659 | 14,584 | 28.6% | $16.77万 | 加仓 |
| RBA | RB GLOBAL INC | $75.52万 | 0.01% | 7,880 | -474 | -5.7% | -$4.54万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $75.55万 | 0.01% | 8,269 | -1 | -0.0% | -$91 | 减仓 |
| JBL | JABIL INC | $75.60万 | 0.01% | 2,846 | -9,123 | -76.2% | -$242.34万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $75.73万 | 0.01% | 4,092 | 164 | 4.2% | $3.04万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $75.81万 | 0.01% | 3,995 | 413 | 11.5% | $7.84万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $75.89万 | 0.01% | 15,964 | -2,783 | -14.8% | -$13.23万 | 减仓 |
| PRCH | PORCH GROUP INC | $75.90万 | 0.01% | 105,862 | 105,862 | — | $75.90万 | 新建仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $76.00万 | 0.01% | 34,450 | 34,450 | — | $76.00万 | 新建仓 |
| TIP | ISHARES TR | $76.24万 | 0.01% | 6,908 | 992 | 16.8% | $10.95万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $76.49万 | 0.01% | 16,560 | 528 | 3.3% | $2.44万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $76.52万 | 0.01% | 15,180 | 8,827 | 138.9% | $44.50万 | 加仓 |
| BRO | BROWN & BROWN INC | $76.58万 | 0.01% | 11,744 | -3,382 | -22.4% | -$22.05万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $76.88万 | 0.01% | 70,017 | 54,301 | 345.5% | $59.62万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $76.88万 | 0.01% | 70,663 | 20,228 | 40.1% | $22.01万 | 加仓 |
| NUEM | NUSHARES ETF TR | $77.25万 | 0.01% | 21,028 | 3,400 | 19.3% | $12.49万 | 加仓 |
| CAIE | CALAMOS ETF TR | $77.36万 | 0.01% | 30,771 | 12,223 | 65.9% | $30.73万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $77.56万 | 0.01% | 18,605 | 18,605 | — | $77.56万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $77.69万 | 0.01% | 27,747 | 27,747 | — | $77.69万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $77.73万 | 0.01% | 3,791 | -1,069 | -22.0% | -$21.92万 | 减仓 |
| NTAP | NETAPP INC | $77.76万 | 0.01% | 7,594 | -846 | -10.0% | -$8.66万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $77.81万 | 0.01% | 14,572 | 9,489 | 186.7% | $50.67万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $77.87万 | 0.01% | 10,224 | 373 | 3.8% | $2.84万 | 加仓 |
| TDW | TIDEWATER INC NEW | $77.93万 | 0.01% | 9,327 | 9,327 | — | $77.93万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $78.02万 | 0.01% | 8,009 | 8,009 | — | $78.02万 | 新建仓 |
| EBAY | EBAY INC. | $78.21万 | 0.01% | 8,593 | 603 | 7.5% | $5.49万 | 加仓 |
| CDE | COEUR MNG INC | $78.55万 | 0.01% | 41,847 | -4,935 | -10.5% | -$9.26万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $78.56万 | 0.01% | 4,945 | -411 | -7.7% | -$6.53万 | 减仓 |
| SNPS | SYNOPSYS INC | $78.62万 | 0.01% | 1,983 | -50 | -2.5% | -$1.98万 | 减仓 |