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 |
|---|---|---|---|---|---|---|---|---|
| FMB | FIRST TR EXCH TRADED FD III | $127.90万 | 0.01% | 25,247 | -2,011 | -7.4% | -$10.19万 | 减仓 |
| — | WISDOMTREE TR | $128.11万 | 0.01% | 28,983 | 3,074 | 11.9% | $13.59万 | 加仓 |
| DEO | DIAGEO PLC | $128.70万 | 0.01% | 17,287 | -7,050 | -29.0% | -$52.49万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $128.92万 | 0.01% | 26,925 | 26,925 | — | $128.92万 | 新建仓 |
| AIQ | GLOBAL X FDS | $129.07万 | 0.01% | 27,655 | 736 | 2.7% | $3.43万 | 加仓 |
| DASH | DOORDASH INC | $129.16万 | 0.01% | 8,602 | 894 | 11.6% | $13.42万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $129.26万 | 0.01% | 13,935 | 1,837 | 15.2% | $17.04万 | 加仓 |
| CRH | CRH PLC | $129.26万 | 0.01% | 12,296 | -872 | -6.6% | -$9.17万 | 减仓 |
| IFRA | ISHARES TR | $129.28万 | 0.01% | 22,602 | 341 | 1.5% | $1.95万 | 加仓 |
| XBI | SPDR SERIES TRUST | $129.35万 | 0.01% | 10,127 | 105 | 1.0% | $1.34万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $129.36万 | 0.01% | 67,411 | 5,442 | 8.8% | $10.44万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $130.05万 | 0.01% | 5,632 | 1,271 | 29.1% | $29.35万 | 加仓 |
| MAGS | LISTED FDS TR | $130.05万 | 0.01% | 22,446 | -6,374 | -22.1% | -$36.93万 | 减仓 |
| XEL | XCEL ENERGY INC | $130.76万 | 0.01% | 16,460 | -689 | -4.0% | -$5.47万 | 减仓 |
| ETR | ENTERGY CORP NEW | $131.03万 | 0.01% | 11,662 | 730 | 6.7% | $8.20万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $131.23万 | 0.01% | 31,938 | 24,710 | 341.9% | $101.53万 | 加仓 |
| AN | AUTONATION INC | $131.25万 | 0.01% | 6,722 | 155 | 2.4% | $3.03万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $132.21万 | 0.01% | 2,793 | -158 | -5.4% | -$7.48万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $132.63万 | 0.01% | 14,074 | 3,697 | 35.6% | $34.84万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $132.97万 | 0.01% | 3,265 | 60 | 1.9% | $2.44万 | 加仓 |
| CLX | CLOROX CO DEL | $133.33万 | 0.01% | 12,866 | 59 | 0.5% | $6,114 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $133.86万 | 0.01% | 79,823 | -29,786 | -27.2% | -$49.95万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $134.13万 | 0.01% | 95,534 | 24,894 | 35.2% | $34.95万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $135.18万 | 0.01% | 11,944 | 147 | 1.2% | $1.66万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $135.52万 | 0.01% | 76,095 | 17,544 | 30.0% | $31.25万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $135.53万 | 0.01% | 131,587 | 59,672 | 83.0% | $61.46万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $135.99万 | 0.01% | 1,244 | 211 | 20.4% | $23.07万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $136.32万 | 0.01% | 9,011 | 4,811 | 114.5% | $72.78万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $136.39万 | 0.01% | 31,126 | 654 | 2.1% | $2.87万 | 加仓 |
| MUNI | PIMCO ETF TR | $136.50万 | 0.01% | 26,155 | 6,372 | 32.2% | $33.26万 | 加仓 |
| TE | T1 ENERGY INC | $136.52万 | 0.01% | 310,975 | 310,975 | — | $136.52万 | 新建仓 |
| YEAR | AB ACTIVE ETFS INC | $136.57万 | 0.01% | 27,056 | -2,968 | -9.9% | -$14.98万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $136.60万 | 0.01% | 51,938 | 270 | 0.5% | $7,101 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $136.73万 | 0.01% | 24,281 | -1,278 | -5.0% | -$7.20万 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $136.82万 | 0.01% | 130,177 | 92,711 | 247.5% | $97.44万 | 加仓 |
| SAP | SAP SE | $136.85万 | 0.01% | 7,993 | 766 | 10.6% | $13.11万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $136.98万 | 0.01% | 12,488 | -8,884 | -41.6% | -$97.45万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $137.06万 | 0.01% | 14,601 | -2,861 | -16.4% | -$26.86万 | 减仓 |
| TTE | TOTALENERGIES SE | $137.13万 | 0.01% | 15,073 | 2,057 | 15.8% | $18.71万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $137.63万 | 0.01% | 14,136 | -5,153 | -26.7% | -$50.17万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $137.78万 | 0.01% | 33,745 | 3,598 | 11.9% | $14.69万 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $138.24万 | 0.02% | 66,003 | 7,010 | 11.9% | $14.68万 | 加仓 |
| WSO | WATSCO INC | $138.30万 | 0.02% | 3,802 | 625 | 19.7% | $22.73万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $138.45万 | 0.02% | 8,337 | -8,012 | -49.0% | -$133.06万 | 减仓 |
| EAGG | ISHARES TR | $139.17万 | 0.02% | 29,268 | 3,671 | 14.3% | $17.46万 | 加仓 |
| FSLY | FASTLY INC | $139.18万 | 0.02% | 47,893 | 8,900 | 22.8% | $25.86万 | 加仓 |
| PL | PLANET LABS PBC | $139.42万 | 0.02% | 49,881 | 49,881 | — | $139.42万 | 新建仓 |
| SLB | SLB LIMITED | $140.04万 | 0.02% | 27,252 | 1,232 | 4.7% | $6.33万 | 加仓 |
| DHI | D R HORTON INC | $140.37万 | 0.02% | 10,230 | -397 | -3.7% | -$5.45万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $140.43万 | 0.02% | 28,091 | 20,945 | 293.1% | $104.71万 | 加仓 |
| HYG | ISHARES TR | $140.47万 | 0.02% | 17,656 | -1,430 | -7.5% | -$11.38万 | 减仓 |
| FTNT | FORTINET INC | $141.54万 | 0.02% | 17,320 | 3,337 | 23.9% | $27.27万 | 加仓 |
| XYZ | BLOCK INC | $141.67万 | 0.02% | 23,542 | 3,991 | 20.4% | $24.02万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $141.71万 | 0.02% | 149,482 | 15,922 | 11.9% | $15.09万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $142.53万 | 0.02% | 43,257 | 4,893 | 12.8% | $16.12万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $142.82万 | 0.02% | 8,275 | 2,624 | 46.4% | $45.29万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $143.71万 | 0.02% | 26,163 | 728 | 2.9% | $4.00万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $145.57万 | 0.02% | 5,290 | -104 | -1.9% | -$2.86万 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $145.73万 | 0.02% | 59,051 | 1,477 | 2.6% | $3.65万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $145.99万 | 0.02% | 17,711 | 493 | 2.9% | $4.06万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $146.80万 | 0.02% | 53,093 | 16,765 | 46.1% | $46.36万 | 加仓 |
| PULS | PGIM ETF TR | $146.93万 | 0.02% | 29,682 | 14,351 | 93.6% | $71.04万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $147.05万 | 0.02% | 11,752 | 6,430 | 120.8% | $80.46万 | 加仓 |
| VNOM | VIPER ENERGY INC | $147.21万 | 0.02% | 31,327 | 408 | 1.3% | $1.92万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $148.37万 | 0.02% | 32,204 | 11,160 | 53.0% | $51.41万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $148.53万 | 0.02% | 4,885 | 768 | 18.7% | $23.35万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $148.68万 | 0.02% | 37,041 | 1,784 | 5.1% | $7.16万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $148.84万 | 0.02% | 32,604 | -43,547 | -57.2% | -$198.79万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $149.35万 | 0.02% | 15,288 | -1,703 | -10.0% | -$16.64万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $150.11万 | 0.02% | 20,524 | -46,103 | -69.2% | -$337.20万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $150.62万 | 0.02% | 195,358 | 115,138 | 143.5% | $88.77万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $150.66万 | 0.02% | 7,713 | 4,608 | 148.4% | $90.01万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $150.91万 | 0.02% | 21,074 | -2,618 | -11.1% | -$18.75万 | 减仓 |
| CERY | SPDR SERIES TRUST | $151.31万 | 0.02% | 42,937 | -370 | -0.9% | -$1.30万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $151.55万 | 0.02% | 139,939 | 6,137 | 4.6% | $6.65万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $151.77万 | 0.02% | 4,100 | -5,900 | -59.0% | -$218.40万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $152.07万 | 0.02% | 1,968 | -592 | -23.1% | -$45.75万 | 减仓 |
| DOW | DOW HLDGS INC | $152.08万 | 0.02% | 36,514 | -41,566 | -53.2% | -$173.12万 | 减仓 |
| TPR | TAPESTRY INC | $155.58万 | 0.02% | 11,026 | 1,799 | 19.5% | $25.38万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $155.78万 | 0.02% | 42,080 | 16,588 | 65.1% | $61.41万 | 加仓 |
| TY | TRI CONTL CORP | $155.88万 | 0.02% | 49,345 | 4,533 | 10.1% | $14.32万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $155.94万 | 0.02% | 35,717 | 5,022 | 16.4% | $21.93万 | 加仓 |
| YUM | YUM BRANDS INC | $156.57万 | 0.02% | 10,070 | -264 | -2.6% | -$4.10万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $156.97万 | 0.02% | 34,483 | 1,484 | 4.5% | $6.76万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $157.01万 | 0.02% | 11,300 | 344 | 3.1% | $4.78万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $157.02万 | 0.02% | 30,801 | 19,312 | 168.1% | $98.45万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $157.08万 | 0.02% | 15,678 | 7,674 | 95.9% | $76.89万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $157.53万 | 0.02% | 18,623 | 18,623 | — | $157.53万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $158.26万 | 0.02% | 11,339 | -3,002 | -20.9% | -$41.90万 | 减仓 |
| EXEL | EXELIXIS INC | $158.64万 | 0.02% | 36,987 | 5,566 | 17.7% | $23.87万 | 加仓 |
| IXN | ISHARES TR | $159.24万 | 0.02% | 15,928 | 1,383 | 9.5% | $13.83万 | 加仓 |
| STT | STATE STR CORP | $160.51万 | 0.02% | 12,683 | -2,504 | -16.5% | -$31.69万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $160.71万 | 0.02% | 42,776 | 6,552 | 18.1% | $24.62万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $161.12万 | 0.02% | 5,948 | -634 | -9.6% | -$17.17万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $161.47万 | 0.02% | 19,948 | 369 | 1.9% | $2.99万 | 加仓 |
| SHM | SPDR SERIES TRUST | $162.18万 | 0.02% | 33,907 | -365 | -1.1% | -$1.75万 | 减仓 |
| MTB | M & T BK CORP | $163.36万 | 0.02% | 7,902 | 5,409 | 217.0% | $111.82万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $163.61万 | 0.02% | 17,149 | -5,875 | -25.5% | -$56.05万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $163.65万 | 0.02% | 4,560 | 749 | 19.7% | $26.88万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $164.83万 | 0.02% | 9,440 | 4,095 | 76.6% | $71.50万 | 加仓 |