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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $219.90万 | 0.02% | 13,534 | -3,512 | -20.6% | -$57.06万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $220.88万 | 0.02% | 25,792 | 25,792 | — | $220.88万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $221.16万 | 0.02% | 44,509 | 7,550 | 20.4% | $37.52万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $222.20万 | 0.02% | 28,816 | 9,331 | 47.9% | $71.95万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $222.57万 | 0.02% | 7,971 | 1,891 | 31.1% | $52.80万 | 加仓 |
| IWP | ISHARES TR | $222.77万 | 0.02% | 17,388 | 985 | 6.0% | $12.62万 | 加仓 |
| SHV | ISHARES TR | $223.18万 | 0.02% | 20,217 | 8,639 | 74.6% | $95.37万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $223.56万 | 0.02% | 12,102 | 3,354 | 38.3% | $61.96万 | 加仓 |
| LQD | ISHARES TR | $223.69万 | 0.02% | 20,524 | 1,163 | 6.0% | $12.68万 | 加仓 |
| SCZ | ISHARES TR | $223.79万 | 0.02% | 28,541 | -1,401 | -4.7% | -$10.99万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $224.17万 | 0.02% | 45,563 | -247 | -0.5% | -$1.22万 | 减仓 |
| STPZ | PIMCO ETF TR | $224.98万 | 0.02% | 41,581 | 212 | 0.5% | $1.15万 | 加仓 |
| NVS | NOVARTIS AG | $226.57万 | 0.02% | 14,833 | 18 | 0.1% | $2,749 | 加仓 |
| PKE | PARK AEROSPACE CORP | $227.45万 | 0.02% | 83,070 | 83,070 | — | $227.45万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP 看涨期权 | $227.50万 | 0.02% | 35,000 | 30,000 | 600.0% | $195.00万 | 重新持有 |
| AZO | AUTOZONE INC | $228.38万 | 0.02% | 676 | 112 | 19.9% | $37.84万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $228.50万 | 0.02% | 38,585 | 2,046 | 5.6% | $12.12万 | 加仓 |
| SNOW | SNOWFLAKE INC | $228.88万 | 0.02% | 15,175 | 3,039 | 25.0% | $45.84万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $229.61万 | 0.02% | 10,601 | 7 | 0.1% | $1,516 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $233.11万 | 0.03% | 117,021 | 18,820 | 19.2% | $37.49万 | 加仓 |
| PAYX | PAYCHEX INC | $235.05万 | 0.03% | 25,516 | -1,439 | -5.3% | -$13.26万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $235.52万 | 0.03% | 2,032 | 1,221 | 150.6% | $141.52万 | 加仓 |
| EMB | ISHARES TR | $236.87万 | 0.03% | 25,218 | 921 | 3.8% | $8.65万 | 加仓 |
| AXTI | AXT INC | $238.79万 | 0.03% | 41,908 | 41,908 | — | $238.79万 | 新建仓 |
| SYY | SYSCO CORP | $239.98万 | 0.03% | 33,643 | -339 | -1.0% | -$2.42万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $241.21万 | 0.03% | 15,341 | -2,493 | -14.0% | -$39.20万 | 减仓 |
| ESGU | ISHARES TR | $241.56万 | 0.03% | 17,081 | 2,430 | 16.6% | $34.37万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $242.89万 | 0.03% | 10,539 | 1,036 | 10.9% | $23.88万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $243.66万 | 0.03% | 62,576 | 21,798 | 53.5% | $84.88万 | 加仓 |
| IJJ | ISHARES TR | $244.15万 | 0.03% | 18,426 | 242 | 1.3% | $3.21万 | 加仓 |
| IEUR | ISHARES TR | $244.20万 | 0.03% | 34,751 | 26,875 | 341.2% | $188.85万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $244.88万 | 0.03% | 26,146 | 9,046 | 52.9% | $84.72万 | 加仓 |
| HAWX | ISHARES TR | $246.00万 | 0.03% | 60,161 | 5,123 | 9.3% | $20.95万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $246.33万 | 0.03% | 44,593 | 5,325 | 13.6% | $29.42万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $246.81万 | 0.03% | 80,922 | -1,712 | -2.1% | -$5.22万 | 减仓 |
| VIS | VANGUARD WORLD FD | $247.51万 | 0.03% | 7,927 | -25 | -0.3% | -$7,806 | 减仓 |
| FDX | FEDEX CORP | $247.64万 | 0.03% | 6,953 | 1,868 | 36.7% | $66.53万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $248.70万 | 0.03% | 18,275 | -231 | -1.2% | -$3.14万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $248.80万 | 0.03% | 10,863 | 127 | 1.2% | $2.91万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $249.36万 | 0.03% | 57,205 | -14,181 | -19.9% | -$61.81万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $251.51万 | 0.03% | 275,478 | 167,015 | 154.0% | $152.48万 | 加仓 |
| VMC | VULCAN MATLS CO | $252.11万 | 0.03% | 9,258 | -267 | -2.8% | -$7.27万 | 减仓 |
| GM | GENERAL MTRS CO | $252.31万 | 0.03% | 33,868 | 1,091 | 3.3% | $8.13万 | 加仓 |
| F | FORD MTR CO | $252.71万 | 0.03% | 257,344 | -11,794 | -4.4% | -$11.58万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $253.85万 | 0.03% | 12,013 | 1,693 | 16.4% | $35.78万 | 加仓 |
| ECL | ECOLAB INC | $254.03万 | 0.03% | 9,549 | 390 | 4.3% | $10.37万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $254.63万 | 0.03% | 30,726 | 24,784 | 417.1% | $205.39万 | 加仓 |
| CTAS | CINTAS CORP | $256.90万 | 0.03% | 15,188 | 862 | 6.0% | $14.58万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $258.85万 | 0.03% | 11,061 | -441 | -3.8% | -$10.32万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $260.17万 | 0.03% | 32,489 | 1,159 | 3.7% | $9.28万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $260.50万 | 0.03% | 8,619 | 260 | 3.1% | $7.86万 | 加仓 |
| GPC | GENUINE PARTS CO | $261.18万 | 0.03% | 24,698 | -55 | -0.2% | -$5,816 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $262.94万 | 0.03% | 115,936 | 92,270 | 389.9% | $209.27万 | 加仓 |
| STE | STERIS PLC | $264.98万 | 0.03% | 11,983 | 420 | 3.6% | $9.29万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $265.83万 | 0.03% | 99,226 | 87,576 | 751.7% | $234.62万 | 加仓 |
| — | TIDAL TRUST I | $265.92万 | 0.03% | 131,355 | -80 | -0.1% | -$1,620 | 减仓 |
| NDAQ | NASDAQ INC | $266.00万 | 0.03% | 31,336 | 1,340 | 4.5% | $11.37万 | 加仓 |
| IJK | ISHARES TR | $266.16万 | 0.03% | 26,452 | 591 | 2.3% | $5.95万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $266.41万 | 0.03% | 13,469 | 4,356 | 47.8% | $86.16万 | 加仓 |
| MCK | MCKESSON CORP | $266.80万 | 0.03% | 3,083 | -75 | -2.4% | -$6.49万 | 减仓 |
| FAST | FASTENAL CO | $267.19万 | 0.03% | 57,583 | -330 | -0.6% | -$1.53万 | 减仓 |
| ONDS | ONDAS INC | $268.33万 | 0.03% | 296,822 | 278,896 | 1,555.8% | $252.12万 | 加仓 |
| HYS | PIMCO ETF TR | $270.90万 | 0.03% | 29,044 | -2,993 | -9.3% | -$27.92万 | 减仓 |
| USAC | USA COMPRESSION PARTNERS LP | $271.18万 | 0.03% | 99,993 | -340 | -0.3% | -$9,221 | 减仓 |
| TCAL | T ROWE PRICE ETF INC | $275.41万 | 0.03% | 123,226 | 77,216 | 167.8% | $172.58万 | 加仓 |
| CRWV | COREWEAVE INC | $276.31万 | 0.03% | 35,667 | 5,100 | 16.7% | $39.51万 | 加仓 |
| TMUS | T-MOBILE US INC | $276.67万 | 0.03% | 13,173 | 1,277 | 10.7% | $26.82万 | 加仓 |
| IGIB | ISHARES TR | $277.22万 | 0.03% | 52,090 | 2,638 | 5.3% | $14.04万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $277.96万 | 0.03% | 4,074 | 673 | 19.8% | $45.92万 | 加仓 |
| IGSB | ISHARES TR | $278.42万 | 0.03% | 52,972 | 10,595 | 25.0% | $55.69万 | 加仓 |
| APP | APPLOVIN CORP | $278.43万 | 0.03% | 6,996 | -3,156 | -31.1% | -$125.60万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $278.45万 | 0.03% | 107,117 | -6,669 | -5.9% | -$17.34万 | 减仓 |
| CALF | PACER FDS TR | $278.98万 | 0.03% | 62,175 | -4,035 | -6.1% | -$18.10万 | 减仓 |
| SHAK | SHAKE SHACK INC | $280.10万 | 0.03% | 31,660 | 11,164 | 54.5% | $98.77万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $280.49万 | 0.03% | 58,460 | -110,186 | -65.3% | -$528.67万 | 减仓 |
| ROST | ROSS STORES INC | $281.54万 | 0.03% | 12,996 | 9,867 | 315.3% | $213.76万 | 加仓 |
| MGC | VANGUARD WORLD FD | $281.95万 | 0.03% | 11,930 | -55,180 | -82.2% | -$1,304.13万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $283.56万 | 0.03% | 20,686 | -762 | -3.6% | -$10.45万 | 减仓 |
| NEM | NEWMONT CORP | $283.65万 | 0.03% | 26,203 | -6,349 | -19.5% | -$68.73万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $284.56万 | 0.03% | 45,399 | -9,547 | -17.4% | -$59.84万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $285.59万 | 0.03% | 36,907 | 14,364 | 63.7% | $111.15万 | 加仓 |
| VV | VANGUARD INDEX FDS | $286.02万 | 0.03% | 9,571 | 9 | 0.1% | $2,690 | 加仓 |
| — | INNOVATOR ETFS TRUST | $286.28万 | 0.03% | 56,807 | 48,270 | 565.4% | $243.26万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $286.77万 | 0.03% | 183,237 | 134,452 | 275.6% | $210.42万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $287.05万 | 0.03% | 52,458 | 28,357 | 117.7% | $155.17万 | 加仓 |
| AMLP | ALPS ETF TR | $287.80万 | 0.03% | 54,673 | 5,152 | 10.4% | $27.12万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $287.81万 | 0.03% | 113,670 | 27,500 | 31.9% | $69.63万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $288.46万 | 0.03% | 5,949 | 3,251 | 120.5% | $157.64万 | 加仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $291.37万 | 0.03% | 123,986 | 123,986 | — | $291.37万 | 新建仓 |
| — | BLACKROCK ETF TRUST | $291.46万 | 0.03% | 94,946 | 83,396 | 722.0% | $256.01万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $295.19万 | 0.03% | 87,672 | 70,378 | 407.0% | $236.96万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $296.15万 | 0.03% | 13,712 | 132 | 1.0% | $2.85万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $296.42万 | 0.03% | 4,218 | 2,964 | 236.4% | $208.30万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $296.64万 | 0.03% | 25,005 | -26,263 | -51.2% | -$311.56万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $296.72万 | 0.03% | 73,137 | -14,640 | -16.7% | -$59.39万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $296.95万 | 0.03% | 62,423 | 36,082 | 137.0% | $171.64万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $297.10万 | 0.03% | 15,155 | 1,557 | 11.5% | $30.52万 | 加仓 |
| LDRX | RBB FD INC | $298.61万 | 0.03% | 97,406 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $298.62万 | 0.03% | 111,759 | 69,253 | 162.9% | $185.04万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $299.46万 | 0.03% | 52,008 | 19,225 | 58.6% | $110.70万 | 加仓 |