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 |
|---|---|---|---|---|---|---|---|---|
| ALLY | ALLY FINL INC | $260.07万 | 0.02% | 56,599 | 5,002 | 9.7% | $22.98万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $260.33万 | 0.02% | 98,647 | -1,346 | -1.3% | -$3.55万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $260.40万 | 0.02% | 7,889 | 453 | 6.1% | $14.95万 | 加仓 |
| CRWV | COREWEAVE INC | $261.18万 | 0.02% | 26,239 | -9,428 | -26.4% | -$93.85万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $263.62万 | 0.02% | 60,450 | 3,245 | 5.7% | $14.15万 | 加仓 |
| LLY | ELI LILLY & CO 看涨期权 | $263.87万 | 0.02% | 2,200 | 2,000 | 1,000.0% | $239.89万 | 重新持有 |
| — | INVESCO EXCH TRD SLF IDX FD | $264.59万 | 0.02% | 100,795 | -6,322 | -5.9% | -$16.60万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $265.74万 | 0.02% | 51,680 | 8,904 | 20.8% | $45.78万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $266.47万 | 0.02% | 44,197 | -396 | -0.9% | -$2.39万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $266.88万 | 0.02% | 7,111 | -276 | -3.7% | -$10.36万 | 减仓 |
| IQV | IQVIA HLDGS INC | $268.19万 | 0.02% | 13,880 | 1,642 | 13.4% | $31.73万 | 加仓 |
| GPC | GENUINE PARTS CO | $268.28万 | 0.02% | 22,740 | -1,958 | -7.9% | -$23.10万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $268.69万 | 0.02% | 94,611 | 22,399 | 31.0% | $63.61万 | 加仓 |
| CSX | CSX CORP | $269.22万 | 0.02% | 56,642 | 7,550 | 15.4% | $35.89万 | 加仓 |
| VTR | VENTAS INC | $271.52万 | 0.02% | 30,577 | 26,925 | 737.3% | $239.09万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $272.03万 | 0.02% | 50,583 | 50,583 | — | $272.03万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $274.05万 | 0.02% | 4,889 | 3,260 | 200.1% | $182.74万 | 加仓 |
| QQQI | NEOS ETF TRUST | $274.15万 | 0.02% | 48,274 | 3,765 | 8.5% | $21.38万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $274.75万 | 0.02% | 108,770 | -4,900 | -4.3% | -$12.38万 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $274.76万 | 0.02% | 54,582 | 27,526 | 101.7% | $138.56万 | 加仓 |
| HYS | PIMCO ETF TR | $276.67万 | 0.02% | 29,584 | 540 | 1.9% | $5.05万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $276.69万 | 0.02% | 11,647 | -366 | -3.0% | -$8.69万 | 减仓 |
| VIS | VANGUARD WORLD FD | $278.19万 | 0.02% | 7,719 | -208 | -2.6% | -$7.50万 | 减仓 |
| AMCR | AMCOR PLC | $278.49万 | 0.02% | 64,241 | 44,125 | 219.4% | $191.28万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $278.63万 | 0.02% | 10,526 | -535 | -4.8% | -$14.16万 | 减仓 |
| IJJ | ISHARES TR | $278.90万 | 0.02% | 18,879 | 453 | 2.5% | $6.69万 | 加仓 |
| O | REALTY INCOME CORP | $279.87万 | 0.02% | 45,169 | 12,246 | 37.2% | $75.88万 | 加仓 |
| AOR | ISHARES TR | $281.86万 | 0.02% | 40,555 | 7,179 | 21.5% | $49.89万 | 加仓 |
| STE | STERIS PLC | $284.30万 | 0.02% | 13,502 | 1,519 | 12.7% | $31.98万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $285.44万 | 0.02% | 14,664 | -2,883 | -16.4% | -$56.12万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $287.14万 | 0.02% | 17,582 | 1,719 | 10.8% | $28.07万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $288.01万 | 0.02% | 155,429 | 88,558 | 132.4% | $164.10万 | 加仓 |
| PAVE | GLOBAL X FDS | $288.24万 | 0.02% | 48,920 | 8,066 | 19.7% | $47.53万 | 加仓 |
| PAAA | PGIM ETF TR | $288.31万 | 0.02% | 56,235 | -7,349 | -11.6% | -$37.68万 | 减仓 |
| IGV | ISHARES TR | $289.89万 | 0.02% | 31,996 | 16,712 | 109.3% | $151.41万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $290.33万 | 0.02% | 17,555 | -281 | -1.6% | -$4.65万 | 减仓 |
| IGIB | ISHARES TR | $291.41万 | 0.02% | 54,807 | 2,717 | 5.2% | $14.45万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $292.22万 | 0.02% | 132,286 | 15,265 | 13.0% | $33.72万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $292.45万 | 0.02% | 17,547 | -3,835 | -17.9% | -$63.92万 | 减仓 |
| PICK | ISHARES INC | $292.69万 | 0.02% | 50,333 | 50,333 | — | $292.69万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $292.76万 | 0.02% | 30,458 | 1,369 | 4.7% | $13.16万 | 加仓 |
| HAWX | ISHARES TR | $293.12万 | 0.02% | 63,036 | 2,875 | 4.8% | $13.37万 | 加仓 |
| XYLD | GLOBAL X FDS | $293.28万 | 0.02% | 71,901 | -5,844 | -7.5% | -$23.84万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $296.17万 | 0.03% | 72,060 | -22,455 | -23.8% | -$92.29万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $296.57万 | 0.03% | 57,694 | -2,023 | -3.4% | -$10.40万 | 减仓 |
| TER | TERADYNE INC | $297.54万 | 0.03% | 6,150 | -114 | -1.8% | -$5.52万 | 减仓 |
| F | FORD MTR CO | $300.69万 | 0.03% | 255,304 | -2,040 | -0.8% | -$2.40万 | 减仓 |
| LQD | ISHARES TR | $303.49万 | 0.03% | 27,825 | 7,301 | 35.6% | $79.63万 | 加仓 |
| IGSB | ISHARES TR | $303.83万 | 0.03% | 57,971 | 4,999 | 9.4% | $26.20万 | 加仓 |
| VMC | VULCAN MATLS CO | $303.92万 | 0.03% | 10,302 | 1,044 | 11.3% | $30.80万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $303.98万 | 0.03% | 17,055 | 6,805 | 66.4% | $121.29万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $304.66万 | 0.03% | 39,447 | 2,540 | 6.9% | $19.62万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $304.70万 | 0.03% | 54,901 | 436 | 0.8% | $2.42万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $306.32万 | 0.03% | 20,429 | 20,429 | — | $306.32万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $306.63万 | 0.03% | 84,612 | -3,060 | -3.5% | -$11.09万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $307.08万 | 0.03% | 158,946 | 63,412 | 66.4% | $122.51万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $308.11万 | 0.03% | 16,405 | 16,405 | — | $308.11万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $308.15万 | 0.03% | 88,523 | 7,601 | 9.4% | $26.46万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $308.45万 | 0.03% | 10,722 | -141 | -1.3% | -$4.06万 | 减仓 |
| IEUR | ISHARES TR | $311.04万 | 0.03% | 41,378 | 6,627 | 19.1% | $49.82万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $311.04万 | 0.03% | 52,241 | -217 | -0.4% | -$1.29万 | 减仓 |
| CSTM | CONSTELLIUM SE | $311.64万 | 0.03% | 97,785 | 97,785 | — | $311.64万 | 新建仓 |
| ESGU | ISHARES TR | $314.35万 | 0.03% | 19,206 | 2,125 | 12.4% | $34.78万 | 加仓 |
| XPO | XPO INC | $316.56万 | 0.03% | 15,420 | 11,793 | 325.1% | $242.10万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $317.95万 | 0.03% | 20,577 | -109 | -0.5% | -$1.68万 | 减仓 |
| DOV | DOVER CORP | $318.56万 | 0.03% | 14,204 | 10,020 | 239.5% | $224.72万 | 加仓 |
| GM | GENERAL MTRS CO | $318.70万 | 0.03% | 41,346 | 7,478 | 22.1% | $57.64万 | 加仓 |
| GIS | GENERAL MILLS INC | $319.21万 | 0.03% | 91,726 | 63,181 | 221.3% | $219.87万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $320.30万 | 0.03% | 118,410 | -217,434 | -64.7% | -$588.16万 | 减仓 |
| VST | VISTRA CORP | $320.37万 | 0.03% | 20,196 | -11,929 | -37.1% | -$189.23万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $323.32万 | 0.03% | 79,536 | 6,399 | 8.7% | $26.01万 | 加仓 |
| NVS | NOVARTIS AG | $324.03万 | 0.03% | 20,676 | 5,843 | 39.4% | $91.57万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $325.11万 | 0.03% | 8,890 | 271 | 3.1% | $9.91万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $325.49万 | 0.03% | 26,439 | 4,009 | 17.9% | $49.36万 | 加仓 |
| MTDR | MATADOR RES CO | $326.20万 | 0.03% | 65,528 | 129 | 0.2% | $6,422 | 加仓 |
| SYY | SYSCO CORP | $326.60万 | 0.03% | 39,076 | 5,433 | 16.1% | $45.41万 | 加仓 |
| FTNT | FORTINET INC | $327.44万 | 0.03% | 21,315 | 3,995 | 23.1% | $61.37万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $327.98万 | 0.03% | 374,828 | 99,350 | 36.1% | $86.93万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $329.42万 | 0.03% | 7,175 | 1,226 | 20.6% | $56.29万 | 加仓 |
| — | BLACKROCK ETF TRUST | $330.07万 | 0.03% | 89,958 | -4,988 | -5.3% | -$18.30万 | 减仓 |
| PFF | ISHARES TR | $331.66万 | 0.03% | 108,778 | 1,680 | 1.6% | $5.12万 | 加仓 |
| MGC | VANGUARD WORLD FD | $333.01万 | 0.03% | 12,170 | 240 | 2.0% | $6.57万 | 加仓 |
| — | TIDAL TRUST I | $333.23万 | 0.03% | 131,140 | -215 | -0.2% | -$5,463 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $334.60万 | 0.03% | 34,861 | 2,994 | 9.4% | $28.74万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $334.89万 | 0.03% | 63,128 | 6,321 | 11.1% | $33.53万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $335.60万 | 0.03% | 37,099 | 4,610 | 14.2% | $41.70万 | 加仓 |
| GDX | VANECK ETF TRUST | $335.94万 | 0.03% | 44,524 | -3,925 | -8.1% | -$29.61万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $337.44万 | 0.03% | 69,056 | 1,741 | 2.6% | $8.51万 | 加仓 |
| IONQ | IONQ INC | $338.06万 | 0.03% | 63,474 | 20,587 | 48.0% | $109.65万 | 加仓 |
| APP | APPLOVIN CORP | $338.40万 | 0.03% | 6,568 | -428 | -6.1% | -$22.05万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $339.95万 | 0.03% | 36,843 | -5,742 | -13.5% | -$52.98万 | 减仓 |
| TWLO | TWILIO INC | $342.39万 | 0.03% | 16,595 | 14,272 | 614.4% | $294.46万 | 加仓 |
| LDRX | RBB FD INC | $344.11万 | 0.03% | 97,456 | 50 | 0.1% | $1,765 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $344.41万 | 0.03% | 103,456 | 9,140 | 9.7% | $30.43万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $344.62万 | 0.03% | 9,060 | 6,810 | 302.7% | $259.03万 | 加仓 |
| SCZ | ISHARES TR | $344.67万 | 0.03% | 41,895 | 13,354 | 46.8% | $109.86万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $345.62万 | 0.03% | 28,465 | 21,537 | 310.9% | $261.50万 | 加仓 |
| PEP | PEPSICO INC 看跌期权 | $346.62万 | 0.03% | 25,600 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $347.23万 | 0.03% | 4,368 | 167 | 4.0% | $13.28万 | 加仓 |
| HAL | HALLIBURTON CO | $348.02万 | 0.03% | 102,509 | 13,549 | 15.2% | $46.00万 | 加仓 |