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 |
|---|---|---|---|---|---|---|---|---|
| AON | AON PLC | $165.04万 | 0.02% | 5,113 | 377 | 8.0% | $12.17万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $166.41万 | 0.02% | 50,260 | 50,260 | — | $166.41万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $166.87万 | 0.02% | 15,431 | 3,984 | 34.8% | $43.08万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $166.96万 | 0.02% | 33,790 | -30,931 | -47.8% | -$152.83万 | 减仓 |
| FHI | FEDERATED HERMES INC | $167.22万 | 0.02% | 29,487 | 29,487 | — | $167.22万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $169.17万 | 0.02% | 8,533 | 247 | 3.0% | $4.90万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $169.48万 | 0.02% | 77,421 | 10,304 | 15.4% | $22.56万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $169.92万 | 0.02% | 72,212 | 72,212 | — | $169.92万 | 新建仓 |
| NTRA | NATERA INC | $170.17万 | 0.02% | 8,509 | 1,787 | 26.6% | $35.74万 | 加仓 |
| DHR | DANAHER CORP DEL | $171.10万 | 0.02% | 9,024 | 676 | 8.1% | $12.82万 | 加仓 |
| MTZ | MASTEC INC | $171.20万 | 0.02% | 5,321 | 525 | 10.9% | $16.89万 | 加仓 |
| PHM | PULTE GROUP INC | $171.55万 | 0.02% | 14,586 | -2,167 | -12.9% | -$25.49万 | 减仓 |
| POOL | POOL CORP | $171.57万 | 0.02% | 8,480 | -833 | -8.9% | -$16.85万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $172.24万 | 0.02% | 34,025 | -281 | -0.8% | -$1.42万 | 减仓 |
| SUSC | ISHARES TR | $172.36万 | 0.02% | 74,495 | 18,033 | 31.9% | $41.72万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $172.74万 | 0.02% | 37,715 | 3,387 | 9.9% | $15.51万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $172.78万 | 0.02% | 410 | -422 | -50.7% | -$177.84万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $172.80万 | 0.02% | 87,363 | 34,252 | 64.5% | $67.75万 | 加仓 |
| DSI | ISHARES TR | $173.62万 | 0.02% | 14,326 | 2,809 | 24.4% | $34.04万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $175.53万 | 0.02% | 12,980 | 1,261 | 10.8% | $17.05万 | 加仓 |
| SBR | SABINE RTY TR | $176.18万 | 0.02% | 23,481 | -291 | -1.2% | -$2.18万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $177.03万 | 0.02% | 16,772 | 16,772 | — | $177.03万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $177.26万 | 0.02% | 41,976 | 334 | 0.8% | $1.41万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $177.43万 | 0.02% | 6,012 | 244 | 4.2% | $7.20万 | 加仓 |
| SCUS | SCHWAB STRATEGIC TR | $177.49万 | 0.02% | 70,434 | -10,892 | -13.4% | -$27.45万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $177.73万 | 0.02% | 93,840 | -39,868 | -29.8% | -$75.51万 | 减仓 |
| NU | NU HLDGS LTD | $178.19万 | 0.02% | 124,003 | 3,515 | 2.9% | $5.05万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $179.10万 | 0.02% | 20,792 | 20,792 | — | $179.10万 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $181.46万 | 0.02% | 32,294 | -1,710 | -5.0% | -$9.61万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $181.59万 | 0.02% | 104,846 | 104,846 | — | $181.59万 | 新建仓 |
| BP | BP PLC | $181.74万 | 0.02% | 38,668 | -6,244 | -13.9% | -$29.35万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $183.03万 | 0.02% | 15,863 | 1,053 | 7.1% | $12.15万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $184.04万 | 0.02% | 23,586 | 19,122 | 428.4% | $149.21万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $184.06万 | 0.02% | 26,560 | 3,711 | 16.2% | $25.72万 | 加仓 |
| BBLU | EA SERIES TRUST | $184.98万 | 0.02% | 125,327 | -2,481 | -1.9% | -$3.66万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $185.40万 | 0.02% | 27,643 | 3,608 | 15.0% | $24.20万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $185.55万 | 0.02% | 76,641 | 1,025 | 1.4% | $2.48万 | 加仓 |
| TER | TERADYNE INC | $185.70万 | 0.02% | 6,264 | 1,004 | 19.1% | $29.76万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $185.77万 | 0.02% | 63,884 | 3,546 | 5.9% | $10.31万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $186.08万 | 0.02% | 3,560 | 423 | 13.5% | $22.11万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $186.29万 | 0.02% | 8,912 | 3,504 | 64.8% | $73.24万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $187.17万 | 0.02% | 74,568 | 19,637 | 35.7% | $49.29万 | 加仓 |
| HTH | HILLTOP HLDGS INC | $187.48万 | 0.02% | 52,340 | -395 | -0.7% | -$1.41万 | 减仓 |
| UNM | UNUM GROUP | $187.65万 | 0.02% | 25,694 | 375 | 1.5% | $2.74万 | 加仓 |
| ROL | ROLLINS INC | $187.70万 | 0.02% | 35,144 | -9,121 | -20.6% | -$48.71万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $187.82万 | 0.02% | 26,779 | 6,391 | 31.3% | $44.82万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $188.29万 | 0.02% | 15,925 | -62 | -0.4% | -$7,330 | 减仓 |
| NOBL | PROSHARES TR | $188.76万 | 0.02% | 17,806 | 212 | 1.2% | $2.25万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $189.14万 | 0.02% | 33,474 | 23,953 | 251.6% | $135.34万 | 加仓 |
| EIX | EDISON INTL | $189.60万 | 0.02% | 25,908 | -2,140 | -7.6% | -$15.66万 | 减仓 |
| MELI | MERCADOLIBRE INC | $189.78万 | 0.02% | 1,098 | 227 | 26.1% | $39.23万 | 加仓 |
| HSY | HERSHEY CO | $190.16万 | 0.02% | 9,147 | -277 | -2.9% | -$5.76万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $191.05万 | 0.02% | 53,908 | -39,967 | -42.6% | -$141.64万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $191.12万 | 0.02% | 39,415 | 24,955 | 172.6% | $121.01万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $191.38万 | 0.02% | 17,836 | 4 | 0.0% | $429 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $191.63万 | 0.02% | 12,322 | -1,941 | -13.6% | -$30.19万 | 减仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $194.63万 | 0.02% | 92,046 | 7,808 | 9.3% | $16.51万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $196.08万 | 0.02% | 40,073 | 28,571 | 248.4% | $139.80万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $196.54万 | 0.02% | 33,004 | 12,457 | 60.6% | $74.18万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $196.60万 | 0.02% | 46,259 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $197.03万 | 0.02% | 31,399 | 2,026 | 6.9% | $12.71万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $197.47万 | 0.02% | 30,898 | -1,598 | -4.9% | -$10.21万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $198.43万 | 0.02% | 61,989 | 3,889 | 6.7% | $12.45万 | 加仓 |
| — | ISHARES ETHEREUM TR | $199.16万 | 0.02% | 125,811 | 101,680 | 421.4% | $160.96万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $199.38万 | 0.02% | 21,599 | 549 | 2.6% | $5.07万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $199.87万 | 0.02% | 9,605 | 205 | 2.2% | $4.27万 | 加仓 |
| AEE | AMEREN CORP | $200.98万 | 0.02% | 18,284 | 5,000 | 37.6% | $54.96万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $201.12万 | 0.02% | 62,989 | 12,921 | 25.8% | $41.26万 | 加仓 |
| O | REALTY INCOME CORP | $201.42万 | 0.02% | 32,923 | 2,656 | 8.8% | $16.25万 | 加仓 |
| CSX | CSX CORP | $201.52万 | 0.02% | 49,092 | 1,664 | 3.5% | $6.83万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $201.82万 | 0.02% | 56,996 | -71,854 | -55.8% | -$254.44万 | 减仓 |
| ALLY | ALLY FINL INC | $202.41万 | 0.02% | 51,597 | 9,784 | 23.4% | $38.38万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $203.99万 | 0.02% | 43,587 | 43,587 | — | $203.99万 | 新建仓 |
| ZTS | ZOETIS INC | $204.51万 | 0.02% | 17,300 | 552 | 3.3% | $6.53万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $204.82万 | 0.02% | 128,981 | -13,955 | -9.8% | -$22.16万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $205.27万 | 0.02% | 7,387 | 878 | 13.5% | $24.40万 | 加仓 |
| D | DOMINION ENERGY INC | $206.03万 | 0.02% | 33,327 | 397 | 1.2% | $2.45万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $206.28万 | 0.02% | 10,163 | 3,758 | 58.7% | $76.28万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $206.94万 | 0.02% | 49,377 | 44,057 | 828.1% | $184.64万 | 加仓 |
| VLO | VALERO ENERGY CORP | $206.95万 | 0.02% | 8,376 | 528 | 6.7% | $13.05万 | 加仓 |
| AGGY | WISDOMTREE TR | $207.26万 | 0.02% | 47,701 | 7,598 | 18.9% | $33.01万 | 加仓 |
| PAVE | GLOBAL X FDS | $207.58万 | 0.02% | 40,854 | 9,171 | 28.9% | $46.60万 | 加仓 |
| EOG | EOG RES INC | $207.76万 | 0.02% | 14,371 | -5,374 | -27.2% | -$77.69万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $208.08万 | 0.02% | 301,998 | -10,000 | -3.2% | -$6.89万 | 减仓 |
| IQV | IQVIA HLDGS INC | $208.71万 | 0.02% | 12,238 | 290 | 2.4% | $4.95万 | 加仓 |
| PTNQ | PACER FDS TR | $209.63万 | 0.02% | 28,733 | -1,107 | -3.7% | -$8.08万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $210.78万 | 0.02% | 29,089 | -5,763 | -16.5% | -$41.76万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $210.86万 | 0.02% | 21,857 | 1,735 | 8.6% | $16.74万 | 加仓 |
| IYZ | ISHARES TR | $212.52万 | 0.02% | 54,048 | 1,154 | 2.2% | $4.54万 | 加仓 |
| IWB | ISHARES TR | $213.77万 | 0.02% | 5,995 | 3,056 | 104.0% | $108.97万 | 加仓 |
| LDUR | PIMCO ETF TR | $214.13万 | 0.02% | 22,347 | 13,549 | 154.0% | $129.83万 | 加仓 |
| TBIL | RBB FD INC | $214.59万 | 0.02% | 43,038 | -33,825 | -44.0% | -$168.65万 | 减仓 |
| AOR | ISHARES TR | $214.77万 | 0.02% | 33,376 | 447 | 1.4% | $2.88万 | 加仓 |
| SRE | SEMPRA | $214.92万 | 0.02% | 22,118 | -3,867 | -14.9% | -$37.58万 | 减仓 |
| CLIP | GLOBAL X FDS | $215.58万 | 0.02% | 21,481 | 2,125 | 11.0% | $21.33万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $215.89万 | 0.02% | 5,477 | 336 | 6.5% | $13.24万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $216.90万 | 0.02% | 7,436 | -133 | -1.8% | -$3.88万 | 减仓 |
| TAFM | AB ACTIVE ETFS INC | $217.20万 | 0.02% | 85,867 | 5,680 | 7.1% | $14.37万 | 加仓 |
| CVS | CVS HEALTH CORP | $217.84万 | 0.02% | 30,331 | 8,491 | 38.9% | $60.98万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $218.57万 | 0.02% | 119,634 | -8,124 | -6.4% | -$14.84万 | 减仓 |