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 |
|---|---|---|---|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC | $66.90万 | 0.01% | 9,547 | 83 | 0.9% | $5,816 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $67.02万 | 0.01% | 40,263 | 27,289 | 210.3% | $45.42万 | 重新持有 |
| PAA | PLAINS ALL AMERN PIPELINE L | $67.06万 | 0.01% | 30,124 | 509 | 1.7% | $1.13万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $67.06万 | 0.01% | 8,184 | 1,748 | 27.2% | $14.32万 | 加仓 |
| MCO | MOODYS CORP | $67.10万 | 0.01% | 1,481 | 91 | 6.5% | $4.12万 | 加仓 |
| WAB | WABTEC | $67.12万 | 0.01% | 2,490 | 395 | 18.9% | $10.65万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $67.26万 | 0.01% | 8,163 | -129 | -1.6% | -$1.06万 | 减仓 |
| EVER | EVERQUOTE INC | $67.32万 | 0.01% | 28,299 | 1,187 | 4.4% | $2.82万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $67.34万 | 0.01% | 4,620 | 495 | 12.0% | $7.21万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $67.35万 | 0.01% | 32,839 | 22,222 | 209.3% | $45.58万 | 重新持有 |
| FDXF | FEDEX FGHT HLDG CO INC | $67.47万 | 0.01% | 4,469 | 4,469 | — | $67.47万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $67.66万 | 0.01% | 10,570 | 1,391 | 15.2% | $8.90万 | 加仓 |
| VLU | SPDR SERIES TRUST | $67.74万 | 0.01% | 2,844 | 235 | 9.0% | $5.60万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $67.91万 | 0.01% | 9,584 | 263 | 2.8% | $1.86万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $67.96万 | 0.01% | 13,112 | -304 | -2.3% | -$1.58万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $68.18万 | 0.01% | 6,326 | 573 | 10.0% | $6.18万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $68.30万 | 0.01% | 19,464 | 11,976 | 159.9% | $42.02万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $68.56万 | 0.01% | 1,028 | 578 | 128.4% | $38.55万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $68.73万 | 0.01% | 5,455 | 907 | 19.9% | $11.43万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $68.74万 | 0.01% | 13,563 | 386 | 2.9% | $1.96万 | 加仓 |
| CENX | CENTURY ALUM CO | $69.15万 | 0.01% | 15,030 | -2,899 | -16.2% | -$13.34万 | 减仓 |
| CLS | CELESTICA INC | $69.26万 | 0.01% | 1,899 | 147 | 8.4% | $5.36万 | 加仓 |
| XAR | SPDR SERIES TRUST | $69.43万 | 0.01% | 2,446 | 526 | 27.4% | $14.93万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $69.45万 | 0.01% | 25,365 | -1,241 | -4.7% | -$3.40万 | 减仓 |
| TIP | ISHARES TR | $69.51万 | 0.01% | 6,352 | -556 | -8.0% | -$6.08万 | 减仓 |
| NOK | NOKIA CORP | $69.58万 | 0.01% | 52,398 | 7,653 | 17.1% | $10.16万 | 加仓 |
| OKTA | OKTA INC | $69.71万 | 0.01% | 5,108 | -75 | -1.4% | -$1.02万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $69.80万 | 0.01% | 4,229 | 3,118 | 280.6% | $51.47万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $69.84万 | 0.01% | 11,245 | -8,451 | -42.9% | -$52.49万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $69.87万 | 0.01% | 52,829 | 42,587 | 415.8% | $56.32万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $69.88万 | 0.01% | 9,189 | 816 | 9.7% | $6.21万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $69.90万 | 0.01% | 7,394 | 1,286 | 21.1% | $12.16万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $70.28万 | 0.01% | 13,788 | 6,391 | 86.4% | $32.57万 | 加仓 |
| EMLC | VANECK ETF TRUST | $70.38万 | 0.01% | 27,535 | 2,761 | 11.1% | $7.06万 | 加仓 |
| IBDU | ISHARES TR | $70.43万 | 0.01% | 30,409 | 30,409 | — | $70.43万 | 新建仓 |
| CHPX | GLOBAL X FDS | $70.60万 | 0.01% | 6,641 | 6,641 | — | $70.60万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $70.65万 | 0.01% | 29,913 | 6,646 | 28.6% | $15.70万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $70.70万 | 0.01% | 66,384 | 35,499 | 114.9% | $37.81万 | 加仓 |
| TRGP | TARGA RES CORP | $70.75万 | 0.01% | 2,639 | 362 | 15.9% | $9.71万 | 加仓 |
| IAGG | ISHARES TR | $70.86万 | 0.01% | 14,004 | -65,766 | -82.4% | -$332.78万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $70.91万 | 0.01% | 4,224 | 409 | 10.7% | $6.87万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $70.94万 | 0.01% | 28,041 | -1,364 | -4.6% | -$3.45万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $70.99万 | 0.01% | 8,750 | 1,827 | 26.4% | $14.82万 | 加仓 |
| AUSF | GLOBAL X FDS | $71.14万 | 0.01% | 14,560 | -8,015 | -35.5% | -$39.16万 | 减仓 |
| SFY | TIDAL TRUST I | $71.34万 | 0.01% | 4,792 | -3,363 | -41.2% | -$50.06万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $71.44万 | 0.01% | 15,834 | 5,210 | 49.0% | $23.51万 | 重新持有 |
| KTF | DWS MUN INCOME TR | $71.62万 | 0.01% | 77,850 | 26,200 | 50.7% | $24.10万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $71.74万 | 0.01% | 34,459 | 9 | 0.0% | $187 | 加仓 |
| VTRS | VIATRIS INC | $71.86万 | 0.01% | 45,255 | 5,339 | 13.4% | $8.48万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $71.90万 | 0.01% | 28,384 | 1,087 | 4.0% | $2.75万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $72.13万 | 0.01% | 28,133 | -13,034 | -31.7% | -$33.42万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $72.16万 | 0.01% | 36,956 | 22,600 | 157.4% | $44.13万 | 重新持有 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $72.26万 | 0.01% | 12,787 | 587 | 4.8% | $3.32万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $72.35万 | 0.01% | 24,141 | 917 | 3.9% | $2.75万 | 加仓 |
| WULF | TERAWULF INC | $72.46万 | 0.01% | 29,337 | 4,455 | 17.9% | $11.00万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $72.48万 | 0.01% | 124,755 | -1,007 | -0.8% | -$5,851 | 减仓 |
| ARKQ | ARK ETF TR | $72.69万 | 0.01% | 5,498 | 2,563 | 87.3% | $33.89万 | 加仓 |
| GRC | GORMAN RUPP CO | $73.03万 | 0.01% | 7,960 | 7,960 | — | $73.03万 | 新建仓 |
| P | EVERPURE INC | $73.45万 | 0.01% | 9,323 | 297 | 3.3% | $2.34万 | 加仓 |
| XSD | SPDR SERIES TRUST | $73.72万 | 0.01% | 1,182 | -309 | -20.7% | -$19.27万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $73.86万 | 0.01% | 2,622 | 749 | 40.0% | $21.10万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $73.88万 | 0.01% | 14,183 | 450 | 3.3% | $2.34万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $73.90万 | 0.01% | 10,013 | 269 | 2.8% | $1.99万 | 加仓 |
| ING | ING GROEP N.V. | $74.07万 | 0.01% | 23,603 | 4,805 | 25.6% | $15.08万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $74.07万 | 0.01% | 19,859 | -22,175 | -52.8% | -$82.71万 | 减仓 |
| IHI | ISHARES TR | $74.08万 | 0.01% | 14,993 | 2,178 | 17.0% | $10.76万 | 加仓 |
| ALB | ALBEMARLE CORP | $74.59万 | 0.01% | 5,524 | -39 | -0.7% | -$5,266 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $74.95万 | 0.01% | 16,383 | 2,759 | 20.3% | $12.62万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $75.00万 | 0.01% | 17,557 | 17,557 | — | $75.00万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $75.24万 | 0.01% | 7,726 | -490 | -6.0% | -$4.77万 | 减仓 |
| RELX | RELX PLC | $75.44万 | 0.01% | 23,822 | 2,948 | 14.1% | $9.34万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $75.48万 | 0.01% | 19,517 | -714 | -3.5% | -$2.76万 | 减仓 |
| HGER | HARBOR ETF TRUST | $75.49万 | 0.01% | 25,728 | -214,981 | -89.3% | -$630.76万 | 减仓 |
| DOW | DOW HLDGS INC | $75.60万 | 0.01% | 27,632 | -8,882 | -24.3% | -$24.30万 | 减仓 |
| DY | DYCOM INDS INC | $75.74万 | 0.01% | 1,498 | -104 | -6.5% | -$5.26万 | 减仓 |
| ULS | UL SOLUTIONS INC | $75.80万 | 0.01% | 7,442 | 4,469 | 150.3% | $45.52万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $75.82万 | 0.01% | 12,219 | 9,105 | 292.4% | $56.50万 | 重新持有 |
| EAT | BRINKER INTL INC | $76.07万 | 0.01% | 4,528 | 246 | 5.7% | $4.13万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $76.63万 | 0.01% | 1,958 | 379 | 24.0% | $14.83万 | 加仓 |
| FTNT | FORTINET INC 看涨期权 | $76.81万 | 0.01% | 5,000 | 5,000 | — | $76.81万 | 新建仓 |
| CUBI | CUSTOMERS BANCORP INC | $76.96万 | 0.01% | 9,729 | -432 | -4.3% | -$3.42万 | 减仓 |
| HTB | HOMETRUST BANCSHARES INC | $77.38万 | 0.01% | 15,510 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $77.77万 | 0.01% | 3,644 | 185 | 5.3% | $3.95万 | 加仓 |
| RACE | FERRARI N V | $77.91万 | 0.01% | 2,092 | 96 | 4.8% | $3.58万 | 加仓 |
| ROKU | ROKU INC | $78.18万 | 0.01% | 5,660 | -981 | -14.8% | -$13.55万 | 减仓 |
| EXC | EXELON CORP | $78.26万 | 0.01% | 16,787 | -414 | -2.4% | -$1.93万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $78.28万 | 0.01% | 17,128 | 550 | 3.3% | $2.51万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $78.39万 | 0.01% | 16,409 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $78.41万 | 0.01% | 42,212 | 30,872 | 272.2% | $57.34万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $78.87万 | 0.01% | 19,946 | 19,946 | — | $78.87万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $78.90万 | 0.01% | 15,614 | 7,430 | 90.8% | $37.54万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $79.00万 | 0.01% | 24,875 | 3,735 | 17.7% | $11.86万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $79.07万 | 0.01% | 15,050 | 7,537 | 100.3% | $39.60万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $79.18万 | 0.01% | 40,367 | 28,818 | 249.5% | $56.53万 | 加仓 |
| MPLX | MPLX LP | $79.25万 | 0.01% | 14,069 | 198 | 1.4% | $1.12万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $79.45万 | 0.01% | 39,013 | 27,912 | 251.4% | $56.84万 | 加仓 |
| TK | TEEKAY CORPORATION LTD | $79.59万 | 0.01% | 79,587 | 3,473 | 4.6% | $3.47万 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $79.67万 | 0.01% | 39,131 | 696 | 1.8% | $1.42万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $79.71万 | 0.01% | 40,625 | -24,480 | -37.6% | -$48.03万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $79.93万 | 0.01% | 3,197 | 1,344 | 72.5% | $33.60万 | 加仓 |