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 |
|---|---|---|---|---|---|---|---|---|
| CTVA | CORTEVA INC | $301.19万 | 0.03% | 35,980 | 5,699 | 18.8% | $47.71万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $302.19万 | 0.03% | 59,717 | 42,985 | 256.9% | $217.52万 | 加仓 |
| XYLD | GLOBAL X FDS | $304.22万 | 0.03% | 77,745 | 991 | 1.3% | $3.88万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $305.78万 | 0.03% | 4,201 | 1,170 | 38.6% | $85.16万 | 加仓 |
| INTU | INTUIT | $306.19万 | 0.03% | 7,081 | -399 | -5.3% | -$17.25万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $306.81万 | 0.03% | 106,865 | -7,926 | -6.9% | -$22.76万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $311.94万 | 0.03% | 46,476 | 785 | 1.7% | $5.27万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $314.04万 | 0.03% | 48,605 | 1,212 | 2.6% | $7.83万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $316.20万 | 0.03% | 11,690 | 3,603 | 44.6% | $97.46万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $318.56万 | 0.03% | 16,182 | -1,032 | -6.0% | -$20.32万 | 减仓 |
| WMB | WILLIAMS COS INC | $318.88万 | 0.03% | 43,814 | 1,951 | 4.7% | $14.20万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $321.51万 | 0.03% | 78,302 | 78,302 | — | $321.51万 | 新建仓 |
| PFF | ISHARES TR | $324.72万 | 0.04% | 107,098 | -1,147 | -1.1% | -$3.48万 | 减仓 |
| GCOW | PACER FDS TR | $325.14万 | 0.04% | 70,316 | 595 | 0.9% | $2.75万 | 加仓 |
| PAAA | PGIM ETF TR | $325.42万 | 0.04% | 63,584 | -1,608 | -2.5% | -$8.23万 | 减仓 |
| GLW | CORNING INC | $327.56万 | 0.04% | 24,091 | -12,080 | -33.4% | -$164.25万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $327.65万 | 0.04% | 100,139 | 100,139 | — | $327.65万 | 新建仓 |
| IYW | ISHARES TR | $328.03万 | 0.04% | 18,081 | -134,734 | -88.2% | -$2,444.41万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $328.90万 | 0.04% | 67,315 | 5,359 | 8.6% | $26.18万 | 加仓 |
| NFLX | NETFLIX INC. 看跌期权 | $331.72万 | 0.04% | 34,500 | 34,500 | — | $331.72万 | 新建仓 |
| PWR | QUANTA SVCS INC | $332.41万 | 0.04% | 6,054 | -999 | -14.2% | -$54.85万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $332.51万 | 0.04% | 54,465 | -68,643 | -55.8% | -$419.06万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $332.86万 | 0.04% | 145,039 | 23,605 | 19.4% | $54.17万 | 加仓 |
| KKR | KKR & CO INC | $332.89万 | 0.04% | 35,989 | 16,261 | 82.4% | $150.41万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $335.43万 | 0.04% | 30,106 | 1,317 | 4.6% | $14.67万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $336.38万 | 0.04% | 94,515 | 4,709 | 5.2% | $16.76万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $336.84万 | 0.04% | 58,438 | 2,295 | 4.1% | $13.23万 | 加仓 |
| SHOP | SHOPIFY INC | $336.86万 | 0.04% | 28,399 | -15,685 | -35.6% | -$186.05万 | 减仓 |
| HEFA | ISHARES TR | $337.14万 | 0.04% | 79,337 | -8,766 | -9.9% | -$37.25万 | 减仓 |
| RKLB | ROCKET LAB CORP | $337.21万 | 0.04% | 52,509 | 13,741 | 35.4% | $88.24万 | 加仓 |
| IWV | ISHARES TR | $338.67万 | 0.04% | 9,136 | -85,710 | -90.4% | -$3,177.26万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $341.50万 | 0.04% | 70,676 | 26,060 | 58.4% | $125.92万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $344.56万 | 0.04% | 85,195 | 5,540 | 7.0% | $22.41万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $345.55万 | 0.04% | 8,821 | 4,340 | 96.9% | $170.01万 | 加仓 |
| HAL | HALLIBURTON CO | $346.86万 | 0.04% | 88,960 | 6,852 | 8.3% | $26.72万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $346.90万 | 0.04% | 13,700 | 2,000 | 17.1% | $50.64万 | 加仓 |
| UL | UNILEVER PLC | $347.65万 | 0.04% | 61,024 | -26,820 | -30.5% | -$152.79万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $348.99万 | 0.04% | 104,581 | -62,657 | -37.5% | -$209.09万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $349.63万 | 0.04% | 12,382 | 128 | 1.0% | $3.61万 | 加仓 |
| SDY | SPDR SERIES TRUST | $350.23万 | 0.04% | 23,998 | -1,578 | -6.2% | -$23.03万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $351.01万 | 0.04% | 90,995 | 3,667 | 4.2% | $14.15万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $352.79万 | 0.04% | 22,430 | -540 | -2.4% | -$8.49万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $354.81万 | 0.04% | 75,573 | 9,410 | 14.2% | $44.18万 | 加仓 |
| NVO | NOVO-NORDISK A S | $355.14万 | 0.04% | 96,636 | -4,049 | -4.0% | -$14.88万 | 减仓 |
| MSOS | ADVISORSHARES TR | $356.60万 | 0.04% | 1,004,507 | 599,031 | 147.7% | $212.66万 | 加仓 |
| EQIX | EQUINIX INC | $356.63万 | 0.04% | 3,638 | 397 | 12.2% | $38.92万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $356.88万 | 0.04% | 136,633 | -2,395 | -1.7% | -$6.26万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $357.69万 | 0.04% | 78,960 | -333 | -0.4% | -$1.51万 | 减仓 |
| ENB | ENBRIDGE INC | $358.09万 | 0.04% | 66,142 | -627 | -0.9% | -$3.39万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $358.82万 | 0.04% | 17,547 | 2,811 | 19.1% | $57.48万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $362.36万 | 0.04% | 94,316 | 5,402 | 6.1% | $20.75万 | 加仓 |
| MET | METLIFE INC | $362.47万 | 0.04% | 51,255 | -1,239 | -2.4% | -$8.76万 | 减仓 |
| IVLU | ISHARES TR | $366.19万 | 0.04% | 92,287 | -136,973 | -59.7% | -$543.51万 | 减仓 |
| BE | BLOOM ENERGY CORP | $368.95万 | 0.04% | 27,231 | 19,472 | 251.0% | $263.83万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $370.87万 | 0.04% | 21,382 | -2,820 | -11.7% | -$48.91万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $371.42万 | 0.04% | 150,068 | 34,609 | 30.0% | $85.66万 | 加仓 |
| MP | MP MATERIALS CORP | $373.47万 | 0.04% | 77,388 | -6,028 | -7.2% | -$29.09万 | 减仓 |
| ALL | ALLSTATE CORP | $375.61万 | 0.04% | 18,116 | 1,103 | 6.5% | $22.87万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $375.77万 | 0.04% | 6,093 | 217 | 3.7% | $13.38万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $375.96万 | 0.04% | 13,249 | 4,404 | 49.8% | $124.97万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $379.70万 | 0.04% | 55,204 | 4,137 | 8.1% | $28.45万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $379.92万 | 0.04% | 165,328 | 67,535 | 69.1% | $155.20万 | 加仓 |
| VHT | VANGUARD WORLD FD | $380.06万 | 0.04% | 13,956 | -1,825 | -11.6% | -$49.70万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $380.38万 | 0.04% | 78,091 | -6,418 | -7.6% | -$31.26万 | 减仓 |
| USB | US BANCORP | $382.21万 | 0.04% | 73,488 | 660 | 0.9% | $3.43万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $384.09万 | 0.04% | 43,303 | 23,183 | 115.2% | $205.63万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $386.08万 | 0.04% | 26,665 | 3,838 | 16.8% | $55.57万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $389.54万 | 0.04% | 93,213 | 13,945 | 17.6% | $58.28万 | 加仓 |
| COR | CENCORA INC | $393.12万 | 0.04% | 12,514 | -1,745 | -12.2% | -$54.82万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $396.90万 | 0.04% | 46,569 | -748 | -1.6% | -$6.38万 | 减仓 |
| PEP | PEPSICO INC 看跌期权 | $397.54万 | 0.04% | 25,600 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $397.97万 | 0.04% | 232,053 | 8,197 | 3.7% | $14.06万 | 加仓 |
| IAGG | ISHARES TR | $399.17万 | 0.04% | 79,770 | 27,152 | 51.6% | $135.87万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $399.80万 | 0.04% | 31,867 | -853 | -2.6% | -$10.70万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $400.22万 | 0.04% | 42,585 | 9,704 | 29.5% | $91.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $402.65万 | 0.04% | 56,608 | -1,177 | -2.0% | -$8.37万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $403.10万 | 0.04% | 56,727 | 11,210 | 24.6% | $79.66万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $403.75万 | 0.04% | 79,112 | 14,432 | 22.3% | $73.65万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $405.58万 | 0.04% | 35,394 | 35,394 | — | $405.58万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $406.22万 | 0.04% | 86,910 | 67,701 | 352.4% | $316.43万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $407.24万 | 0.04% | 81,497 | 46,031 | 129.8% | $230.02万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $409.25万 | 0.04% | 237,658 | 26,959 | 12.8% | $46.42万 | 加仓 |
| MTDR | MATADOR RES CO | $413.19万 | 0.04% | 65,399 | 605 | 0.9% | $3.82万 | 加仓 |
| OII | OCEANEERING INTL INC | $413.39万 | 0.04% | 116,547 | 388 | 0.3% | $1.38万 | 加仓 |
| HYTR | NORTHERN LTS FD TR III | $417.51万 | 0.05% | 196,104 | -2,197 | -1.1% | -$4.68万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $417.91万 | 0.05% | 168,581 | 130,097 | 338.1% | $322.51万 | 加仓 |
| VFH | VANGUARD WORLD FD | $419.51万 | 0.05% | 34,725 | -2,037 | -5.5% | -$24.61万 | 减仓 |
| BSY | BENTLEY SYS INC | $422.27万 | 0.05% | 120,235 | -10,651 | -8.1% | -$37.41万 | 减仓 |
| MGV | VANGUARD WORLD FD | $422.46万 | 0.05% | 29,145 | -684 | -2.3% | -$9.91万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $422.66万 | 0.05% | 181,243 | -50,597 | -21.8% | -$117.99万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $423.50万 | 0.05% | 9,484 | -250 | -2.6% | -$11.16万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $425.49万 | 0.05% | 42,609 | 42,609 | — | $425.49万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $426.75万 | 0.05% | 36,863 | 3,217 | 9.6% | $37.24万 | 加仓 |
| NLR | VANECK ETF TRUST | $429.09万 | 0.05% | 32,216 | 2,398 | 8.0% | $31.94万 | 加仓 |
| PYLD | PIMCO ETF TR | $429.35万 | 0.05% | 163,872 | 18,940 | 13.1% | $49.62万 | 加仓 |
| KLAC | KLA CORP | $431.93万 | 0.05% | 2,933 | 717 | 32.4% | $105.59万 | 加仓 |
| CIEN | CIENA CORP | $432.32万 | 0.05% | 11,136 | -294 | -2.6% | -$11.41万 | 减仓 |
| BBY | BEST BUY INC | $433.93万 | 0.05% | 91,217 | 20,937 | 29.8% | $99.60万 | 加仓 |
| MUB | ISHARES TR | $435.20万 | 0.05% | 40,998 | 3,017 | 7.9% | $32.03万 | 加仓 |
| LEN | LENNAR CORP | $437.29万 | 0.05% | 50,356 | 12,972 | 34.7% | $112.65万 | 加仓 |