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 |
|---|---|---|---|---|---|---|---|---|
| RBRK | RUBRIK INC. | $94.42万 | 0.01% | 11,761 | 3,814 | 48.0% | $30.62万 | 加仓 |
| WTV | WISDOMTREE TR | $94.58万 | 0.01% | 9,298 | -1,297 | -12.2% | -$13.19万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $94.63万 | 0.01% | 7,257 | -84 | -1.1% | -$1.10万 | 减仓 |
| BELFB | BEL FUSE INC | $94.87万 | 0.01% | 2,848 | -116 | -3.9% | -$3.86万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $95.45万 | 0.01% | 21,522 | -114 | -0.5% | -$5,056 | 减仓 |
| AVY | AVERY DENNISON CORP | $95.68万 | 0.01% | 5,894 | 36 | 0.6% | $5,844 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $95.72万 | 0.01% | 18,829 | 14,329 | 318.4% | $72.84万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $95.92万 | 0.01% | 27,351 | 27,351 | — | $95.92万 | 新建仓 |
| NTAP | NETAPP INC | $96.26万 | 0.01% | 6,220 | -1,374 | -18.1% | -$21.26万 | 减仓 |
| ABNB | AIRBNB INC | $96.29万 | 0.01% | 6,729 | 151 | 2.3% | $2.16万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $96.54万 | 0.01% | 17,871 | 517 | 3.0% | $2.79万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $96.56万 | 0.01% | 19,425 | 961 | 5.2% | $4.78万 | 加仓 |
| TE | T1 ENERGY INC | $96.57万 | 0.01% | 101,863 | -209,112 | -67.2% | -$198.24万 | 减仓 |
| RKLB | ROCKET LAB CORP 看涨期权 | $96.57万 | 0.01% | 9,500 | 9,500 | — | $96.57万 | 新建仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $96.75万 | 0.01% | 13,528 | -1,858 | -12.1% | -$13.29万 | 减仓 |
| LII | LENNOX INTL INC | $97.40万 | 0.01% | 1,700 | 272 | 19.0% | $15.58万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $97.94万 | 0.01% | 3,926 | 1,507 | 62.3% | $37.60万 | 加仓 |
| — | ALPS ETF TR | $98.20万 | 0.01% | 37,712 | -3,070 | -7.5% | -$7.99万 | 减仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $98.25万 | 0.01% | 52,261 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $98.45万 | 0.01% | 8,107 | 1,222 | 17.7% | $14.84万 | 加仓 |
| WPC | WP CAREY INC | $98.80万 | 0.01% | 13,818 | 148 | 1.1% | $1.06万 | 加仓 |
| TRLV | TRULIEVE CANNABIS CORP | $99.05万 | 0.01% | 100,761 | 100,761 | — | $99.05万 | 新建仓 |
| ESGE | ISHARES INC | $99.16万 | 0.01% | 18,132 | 2,910 | 19.1% | $15.91万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $99.42万 | 0.01% | 4,546 | -224 | -4.7% | -$4.90万 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $99.72万 | 0.01% | 33,917 | 33,917 | — | $99.72万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $99.98万 | 0.01% | 12,446 | 1,172 | 10.4% | $9.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $100.05万 | 0.01% | 5,000 | 400 | 8.7% | $8.00万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $100.35万 | 0.01% | 1,852 | 19 | 1.0% | $1.03万 | 加仓 |
| FTI | TECHNIPFMC PLC | $100.78万 | 0.01% | 15,200 | 10,818 | 246.9% | $71.72万 | 加仓 |
| FTMS | PUTNAM ETF TRUST | $100.78万 | 0.01% | 101,341 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $101.09万 | 0.01% | 13,986 | -348 | -2.4% | -$2.52万 | 减仓 |
| SDOG | ALPS ETF TR | $101.38万 | 0.01% | 14,860 | -500 | -3.3% | -$3.41万 | 减仓 |
| HNGE | HINGE HEALTH INC | $101.42万 | 0.01% | 12,219 | -10,083 | -45.2% | -$83.69万 | 减仓 |
| SNY | SANOFI SA | $101.45万 | 0.01% | 23,781 | 1,471 | 6.6% | $6.28万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $101.73万 | 0.01% | 20,404 | 14,261 | 232.2% | $71.10万 | 加仓 |
| SNOW | SNOWFLAKE INC 看涨期权 | $101.80万 | 0.01% | 4,000 | 4,000 | — | $101.80万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $101.88万 | 0.01% | 11,465 | -19,261 | -62.7% | -$171.15万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $101.91万 | 0.01% | 28,830 | 3,573 | 14.1% | $12.63万 | 加仓 |
| VIRT | VIRTU FINL INC | $101.99万 | 0.01% | 17,122 | -848 | -4.7% | -$5.05万 | 减仓 |
| HQY | HEALTHEQUITY INC | $102.22万 | 0.01% | 11,318 | 3,472 | 44.3% | $31.36万 | 加仓 |
| RIO | RIO TINTO PLC | $102.42万 | 0.01% | 10,789 | 3,491 | 47.8% | $33.14万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $102.67万 | 0.01% | 4,726 | -219 | -4.4% | -$4.76万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $103.33万 | 0.01% | 43,090 | -10,003 | -18.8% | -$23.99万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $103.44万 | 0.01% | 97,035 | 97,035 | — | $103.44万 | 新建仓 |
| VCYT | VERACYTE INC | $103.62万 | 0.01% | 17,644 | 17,644 | — | $103.62万 | 新建仓 |
| SN | SHARKNINJA INC | $103.67万 | 0.01% | 6,809 | 835 | 14.0% | $12.71万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $103.90万 | 0.01% | 60,025 | 391 | 0.7% | $6,768 | 加仓 |
| ESGV | VANGUARD WORLD FD | $103.97万 | 0.01% | 7,862 | 6,044 | 332.5% | $79.93万 | 加仓 |
| GRMN | GARMIN LTD | $104.03万 | 0.01% | 4,379 | 270 | 6.6% | $6.41万 | 加仓 |
| ESGD | ISHARES TR | $104.40万 | 0.01% | 10,155 | 2,375 | 30.5% | $24.42万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $104.41万 | 0.01% | 6,730 | -3,433 | -33.8% | -$53.26万 | 减仓 |
| EMN | EASTMAN CHEM CO | $104.42万 | 0.01% | 15,590 | -481 | -3.0% | -$3.22万 | 减仓 |
| — | ELECTRONIC ARTS INC | $104.42万 | 0.01% | 5,093 | 240 | 4.9% | $4.92万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $104.58万 | 0.01% | 86,288 | 20,629 | 31.4% | $25.00万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $105.18万 | 0.01% | 25,467 | 12,247 | 92.6% | $50.58万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $105.96万 | 0.01% | 25,102 | 2,337 | 10.3% | $9.86万 | 加仓 |
| MFC | MANULIFE FINL CORP | $106.33万 | 0.01% | 26,248 | 453 | 1.8% | $1.84万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $106.34万 | 0.01% | 20,391 | -586 | -2.8% | -$3.06万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $106.95万 | 0.01% | 4,937 | 1,729 | 53.9% | $37.45万 | 加仓 |
| CLX | CLOROX CO DEL | $107.93万 | 0.01% | 11,309 | -1,557 | -12.1% | -$14.86万 | 减仓 |
| LLY | ELI LILLY & CO 看跌期权 | $107.95万 | 0.01% | 900 | -100 | -10.0% | -$11.99万 | 减仓 |
| — | GRANITESHARES ETF TR | $108.01万 | 0.01% | 43,076 | 43,076 | — | $108.01万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $108.11万 | 0.01% | 6,930 | 4,906 | 242.4% | $76.53万 | 加仓 |
| — | HARBOR ETF TRUST | $108.16万 | 0.01% | 27,011 | -3,869 | -12.5% | -$15.49万 | 减仓 |
| FE | FIRSTENERGY CORP | $108.43万 | 0.01% | 22,808 | 1,798 | 8.6% | $8.55万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $108.59万 | 0.01% | 12,257 | 2,033 | 19.9% | $18.01万 | 加仓 |
| QXO | QXO INC | $108.69万 | 0.01% | 62,900 | 34,157 | 118.8% | $59.02万 | 加仓 |
| GGG | GRACO INC | $109.72万 | 0.01% | 14,511 | 4,268 | 41.7% | $32.27万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $109.73万 | 0.01% | 23,476 | 1,031 | 4.6% | $4.82万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $109.86万 | 0.01% | 5,183 | 62 | 1.2% | $1.31万 | 加仓 |
| SYSB | ISHARES TR | $109.92万 | 0.01% | 12,390 | 2,663 | 27.4% | $23.62万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $110.02万 | 0.01% | 12,845 | 12,845 | — | $110.02万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $110.43万 | 0.01% | 4,237 | -1,824 | -30.1% | -$47.54万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $110.67万 | 0.01% | 25,448 | -37 | -0.1% | -$1,609 | 减仓 |
| IYK | ISHARES TR | $110.69万 | 0.01% | 15,234 | 5,142 | 51.0% | $37.36万 | 加仓 |
| FSLR | FIRST SOLAR INC | $110.93万 | 0.01% | 4,701 | -725 | -13.4% | -$17.11万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $110.98万 | 0.01% | 3,282 | -188 | -5.4% | -$6.36万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $111.00万 | 0.01% | 44,348 | 1,946 | 4.6% | $4.87万 | 重新持有 |
| USXF | ISHARES TR | $111.46万 | 0.01% | 16,049 | 977 | 6.5% | $6.79万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $111.49万 | 0.01% | 8,198 | 133 | 1.6% | $1.81万 | 加仓 |
| MKL | MARKEL GROUP INC | $111.52万 | 0.01% | 571 | 15 | 2.7% | $2.93万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $111.71万 | 0.01% | 7,540 | -11,083 | -59.5% | -$164.20万 | 减仓 |
| — | GRANITESHARES ETF TR | $111.72万 | 0.01% | 47,318 | 47,318 | — | $111.72万 | 新建仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $111.95万 | 0.01% | 48,485 | 8,116 | 20.1% | $18.74万 | 加仓 |
| VOX | VANGUARD WORLD FD | $112.01万 | 0.01% | 6,089 | 398 | 7.0% | $7.32万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $112.01万 | 0.01% | 7,133 | -3,962 | -35.7% | -$62.22万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $112.11万 | 0.01% | 6,244 | 2,249 | 56.3% | $40.38万 | 加仓 |
| — | WISDOMTREE TR | $112.24万 | 0.01% | 25,415 | -3,568 | -12.3% | -$15.76万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $112.72万 | 0.01% | 25,594 | 1,369 | 5.7% | $6.03万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $112.76万 | 0.01% | 11,859 | -570 | -4.6% | -$5.42万 | 减仓 |
| UBS | UBS GROUP AG | $113.02万 | 0.01% | 22,806 | 5,819 | 34.3% | $28.84万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $114.52万 | 0.01% | 33,417 | 7,017 | 26.6% | $24.05万 | 加仓 |
| EBND | SPDR SERIES TRUST | $115.22万 | 0.01% | 55,078 | 4,111 | 8.1% | $8.60万 | 加仓 |
| BLBD | BLUE BIRD CORP | $115.27万 | 0.01% | 14,598 | -493 | -3.3% | -$3.89万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $115.48万 | 0.01% | 4,349 | -104 | -2.3% | -$2.76万 | 减仓 |
| NGG | NATIONAL GRID PLC | $115.57万 | 0.01% | 13,946 | 1,530 | 12.3% | $12.68万 | 加仓 |
| PKG | PACKAGING CORP AMER | $115.70万 | 0.01% | 4,855 | -18,539 | -79.2% | -$441.80万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $116.12万 | 0.01% | 56,069 | 19,791 | 54.6% | $40.99万 | 加仓 |
| — | MANAGED PORTFOLIO SER | $116.25万 | 0.01% | 47,180 | -11,871 | -20.1% | -$29.25万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $116.29万 | 0.01% | 163,098 | -138,900 | -46.0% | -$99.04万 | 减仓 |