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 |
|---|---|---|---|---|---|---|---|---|
| AIPO | TIDAL TRUST II | $145.64万 | 0.01% | 43,592 | 6,909 | 18.8% | $23.08万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $146.44万 | 0.01% | 14,658 | 2,875 | 24.4% | $28.72万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $146.47万 | 0.01% | 33,266 | 1,328 | 4.2% | $5.85万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $146.63万 | 0.01% | 36,393 | -648 | -1.7% | -$2.61万 | 减仓 |
| HYG | ISHARES TR | $146.68万 | 0.01% | 18,341 | 685 | 3.9% | $5.48万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $146.72万 | 0.01% | 14,941 | 867 | 6.2% | $8.51万 | 加仓 |
| SNTH | TIDAL TRUST III | $147.12万 | 0.01% | 49,486 | 4,152 | 9.2% | $12.34万 | 加仓 |
| MUNI | PIMCO ETF TR | $147.15万 | 0.01% | 27,975 | 1,820 | 7.0% | $9.57万 | 加仓 |
| BOTZ | GLOBAL X FDS | $147.36万 | 0.01% | 38,840 | 7,394 | 23.5% | $28.05万 | 加仓 |
| — | EA SERIES TRUST | $148.37万 | 0.01% | 28,233 | 303 | 1.1% | $1.59万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $148.42万 | 0.01% | 70,509 | 70,509 | — | $148.42万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $148.96万 | 0.01% | 56,789 | 4,851 | 9.3% | $12.72万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $149.16万 | 0.01% | 21,559 | 350 | 1.7% | $2.42万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $149.21万 | 0.01% | 4,000 | -100 | -2.4% | -$3.73万 | 减仓 |
| MAGS | LISTED FDS TR | $149.36万 | 0.01% | 23,228 | 782 | 3.5% | $5.03万 | 加仓 |
| DTE | DTE ENERGY CO | $149.50万 | 0.01% | 9,812 | 1,452 | 17.4% | $22.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $149.63万 | 0.01% | 3,600 | 3,600 | — | $149.63万 | 新建仓 |
| EVRG | EVERGY INC | $149.74万 | 0.01% | 17,325 | 2,154 | 14.2% | $18.62万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $150.35万 | 0.01% | 5,369 | 2,103 | 64.4% | $58.89万 | 加仓 |
| SPYI | NEOS ETF TRUST | $150.69万 | 0.01% | 28,385 | 4,200 | 17.4% | $22.30万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $150.79万 | 0.01% | 136,339 | -3,600 | -2.6% | -$3.98万 | 减仓 |
| DHI | D R HORTON INC | $151.19万 | 0.01% | 9,282 | -948 | -9.3% | -$15.44万 | 减仓 |
| ROL | ROLLINS INC | $152.27万 | 0.01% | 36,480 | 1,336 | 3.8% | $5.58万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $152.63万 | 0.01% | 2,000 | 2,000 | — | $152.63万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $152.82万 | 0.01% | 14,159 | -1,129 | -7.4% | -$12.19万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $152.90万 | 0.01% | 8,119 | -218 | -2.6% | -$4.11万 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $153.46万 | 0.01% | 138,130 | 7,953 | 6.1% | $8.84万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $153.71万 | 0.01% | 82,864 | 6,769 | 8.9% | $12.56万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $153.97万 | 0.01% | 20,849 | 20,849 | — | $153.97万 | 新建仓 |
| ARTY | ISHARES TR | $154.09万 | 0.01% | 20,233 | 4,839 | 31.4% | $36.85万 | 加仓 |
| AGGY | WISDOMTREE TR | $155.14万 | 0.01% | 35,680 | -12,021 | -25.2% | -$52.27万 | 减仓 |
| SAP | SAP SE | $155.41万 | 0.01% | 10,084 | 2,091 | 26.2% | $32.22万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $156.51万 | 0.01% | 6,117 | 485 | 8.6% | $12.41万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $157.05万 | 0.01% | 52,055 | -1,853 | -3.4% | -$5.59万 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $157.29万 | 0.01% | 39,516 | -2,564 | -6.1% | -$10.21万 | 减仓 |
| XBI | SPDR SERIES TRUST | $157.32万 | 0.01% | 9,942 | -185 | -1.8% | -$2.93万 | 减仓 |
| PULS | PGIM ETF TR | $157.71万 | 0.01% | 31,829 | 2,147 | 7.2% | $10.64万 | 加仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $157.89万 | 0.01% | 71,540 | -20,506 | -22.3% | -$45.26万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $158.05万 | 0.01% | 41,526 | 41,526 | — | $158.05万 | 新建仓 |
| FHI | FEDERATED HERMES INC | $158.18万 | 0.01% | 28,645 | -842 | -2.9% | -$4.65万 | 减仓 |
| CERY | SPDR SERIES TRUST | $159.17万 | 0.01% | 47,612 | 4,675 | 10.9% | $15.63万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $160.38万 | 0.01% | 31,448 | 647 | 2.1% | $3.30万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $160.47万 | 0.01% | 148,725 | 17,138 | 13.0% | $18.49万 | 加仓 |
| HSY | HERSHEY CO | $160.53万 | 0.01% | 9,149 | 2 | 0.0% | $351 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $160.75万 | 0.01% | 12,130 | -850 | -6.5% | -$11.26万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $161.29万 | 0.01% | 44,481 | 1,224 | 2.8% | $4.44万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $161.60万 | 0.01% | 3,583 | 23 | 0.6% | $1.04万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $162.17万 | 0.01% | 29,182 | 20,398 | 232.2% | $113.35万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $162.95万 | 0.01% | 64,932 | 64,932 | — | $162.95万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $163.70万 | 0.01% | 34,312 | -171 | -0.5% | -$8,158 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $164.79万 | 0.01% | 33,984 | 18,020 | 112.9% | $87.38万 | 加仓 |
| RDDT | REDDIT INC | $164.97万 | 0.01% | 9,504 | 347 | 3.8% | $6.02万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $165.32万 | 0.01% | 38,004 | 2,287 | 6.4% | $9.95万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $165.50万 | 0.01% | 22,096 | 1,572 | 7.7% | $11.77万 | 加仓 |
| DEO | DIAGEO PLC | $165.86万 | 0.01% | 20,635 | 3,348 | 19.4% | $26.91万 | 加仓 |
| NTRS | NORTHERN TR CORP | $166.19万 | 0.01% | 9,560 | -1,779 | -15.7% | -$30.93万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $166.39万 | 0.01% | 67,916 | 46,354 | 215.0% | $113.57万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $167.29万 | 0.01% | 24,755 | -6,143 | -19.9% | -$41.51万 | 减仓 |
| ETR | ENTERGY CORP NEW | $167.65万 | 0.01% | 14,596 | 2,934 | 25.2% | $33.70万 | 加仓 |
| SUSC | ISHARES TR | $167.71万 | 0.01% | 72,441 | -2,054 | -2.8% | -$4.76万 | 减仓 |
| SBR | SABINE RTY TR | $168.00万 | 0.01% | 22,951 | -530 | -2.3% | -$3.88万 | 减仓 |
| AOA | ISHARES TR | $168.15万 | 0.01% | 17,229 | 5,686 | 49.3% | $55.49万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $168.97万 | 0.01% | 33,713 | -312 | -0.9% | -$1.56万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SER | $169.27万 | 0.01% | 65,556 | -11,085 | -14.5% | -$28.62万 | 减仓 |
| CRH | CRH PLC | $169.34万 | 0.01% | 15,826 | 3,530 | 28.7% | $37.77万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $169.72万 | 0.01% | 287,168 | 57,619 | 25.1% | $34.05万 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $170.79万 | 0.01% | 79,588 | 13,585 | 20.6% | $29.15万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $171.97万 | 0.01% | 29,709 | 3,546 | 13.6% | $20.53万 | 加仓 |
| WSO | WATSCO INC | $172.17万 | 0.01% | 4,131 | 329 | 8.7% | $13.71万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $172.84万 | 0.01% | 21,297 | 1,349 | 6.8% | $10.95万 | 加仓 |
| YUM | YUM BRANDS INC | $172.88万 | 0.01% | 10,814 | 744 | 7.4% | $11.89万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $173.49万 | 0.01% | 5,463 | 173 | 3.3% | $5.49万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $173.93万 | 0.01% | 36,478 | 5,352 | 17.2% | $25.52万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $174.18万 | 0.01% | 92,380 | -1,460 | -1.6% | -$2.75万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $174.71万 | 0.01% | 8,666 | -246 | -2.8% | -$4.96万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $174.85万 | 0.01% | 28,311 | 10,756 | 61.3% | $66.43万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $175.00万 | 0.01% | 31,045 | 4,074 | 15.1% | $22.97万 | 加仓 |
| TBIL | RBB FD INC | $175.03万 | 0.01% | 35,104 | -7,934 | -18.4% | -$39.56万 | 减仓 |
| PRCH | PORCH GROUP INC | $175.48万 | 0.01% | 116,674 | 10,812 | 10.2% | $16.26万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $177.00万 | 0.02% | 2,839 | 871 | 44.3% | $54.30万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $178.65万 | 0.02% | 5,274 | -738 | -12.3% | -$25.00万 | 减仓 |
| TY | TRI CONTL CORP | $178.71万 | 0.02% | 51,920 | 2,575 | 5.2% | $8.86万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $181.07万 | 0.02% | 36,048 | 36,048 | — | $181.07万 | 新建仓 |
| ARKK | ARK ETF TR | $182.18万 | 0.02% | 22,542 | 8,189 | 57.1% | $66.18万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $182.71万 | 0.02% | 23,915 | 6,985 | 41.3% | $53.37万 | 加仓 |
| SUB | ISHARES TR | $183.07万 | 0.02% | 17,194 | 6,720 | 64.2% | $71.55万 | 加仓 |
| SHYG | ISHARES TR | $183.36万 | 0.02% | 43,235 | 22,613 | 109.7% | $95.90万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $183.54万 | 0.02% | 5,423 | 2,017 | 59.2% | $68.26万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $184.00万 | 0.02% | 11,448 | 148 | 1.3% | $2.38万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $185.34万 | 0.02% | 25,267 | 986 | 4.1% | $7.23万 | 加仓 |
| FAST | FASTENAL CO | $185.75万 | 0.02% | 38,672 | -18,911 | -32.8% | -$90.83万 | 减仓 |
| XYZ | BLOCK INC | $185.87万 | 0.02% | 24,457 | 915 | 3.9% | $6.95万 | 加仓 |
| EAGG | ISHARES TR | $185.88万 | 0.02% | 39,207 | 9,939 | 34.0% | $47.12万 | 加仓 |
| SHV | ISHARES TR | $186.05万 | 0.02% | 16,860 | -3,357 | -16.6% | -$37.04万 | 减仓 |
| STT | STATE STR CORP | $187.05万 | 0.02% | 11,028 | -1,655 | -13.0% | -$28.07万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $187.17万 | 0.02% | 42,509 | 8,764 | 26.0% | $38.59万 | 加仓 |
| FN | FABRINET | $189.03万 | 0.02% | 3,363 | -8,348 | -71.3% | -$469.22万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $189.09万 | 0.02% | 35,894 | 2,104 | 6.2% | $11.08万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $190.04万 | 0.02% | 32,220 | -784 | -2.4% | -$4.62万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $190.13万 | 0.02% | 14,017 | -23,698 | -62.8% | -$321.44万 | 减仓 |