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 |
|---|---|---|---|---|---|---|---|---|
| GDX | VANECK ETF TRUST | $444.62万 | 0.05% | 48,449 | 10,921 | 29.1% | $100.22万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $445.02万 | 0.05% | 20,319 | 905 | 4.7% | $19.82万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $445.21万 | 0.05% | 24,705 | 1,506 | 6.5% | $27.14万 | 加仓 |
| WELL | WELLTOWER INC | $446.57万 | 0.05% | 22,587 | 165 | 0.7% | $3.26万 | 加仓 |
| ACWX | ISHARES TR | $448.33万 | 0.05% | 65,477 | 6,249 | 10.6% | $42.79万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $448.52万 | 0.05% | 40,488 | 4,735 | 13.2% | $52.45万 | 加仓 |
| KEY | KEYCORP | $449.36万 | 0.05% | 224,119 | 38,753 | 20.9% | $77.70万 | 加仓 |
| IYG | ISHARES TR | $453.56万 | 0.05% | 54,751 | 5,903 | 12.1% | $48.90万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $458.33万 | 0.05% | 168,010 | 16,683 | 11.0% | $45.51万 | 加仓 |
| AZN | ASTRAZENECA PLC | $460.56万 | 0.05% | 23,353 | 23,353 | — | $460.56万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $461.28万 | 0.05% | 78,143 | 50,553 | 183.2% | $298.41万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $461.74万 | 0.05% | 8,000 | 8,000 | — | $461.74万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $464.55万 | 0.05% | 14,493 | -2,841 | -16.4% | -$91.06万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $465.29万 | 0.05% | 9,467 | -1,136 | -10.7% | -$55.83万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $469.73万 | 0.05% | 87,181 | 11,021 | 14.5% | $59.38万 | 加仓 |
| CI | THE CIGNA GROUP | $474.87万 | 0.05% | 17,802 | -16 | -0.1% | -$4,268 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $476.07万 | 0.05% | 14,556 | 2,579 | 21.5% | $84.35万 | 加仓 |
| CWB | SPDR SERIES TRUST | $479.21万 | 0.05% | 52,362 | -1,166 | -2.2% | -$10.67万 | 减仓 |
| VST | VISTRA CORP | $482.94万 | 0.05% | 32,125 | 7,223 | 29.0% | $108.59万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $493.74万 | 0.05% | 129,933 | 9,526 | 7.9% | $36.20万 | 加仓 |
| SOXX | ISHARES TR | $494.76万 | 0.05% | 15,054 | -509 | -3.3% | -$16.73万 | 减仓 |
| GRNY | TIDAL TRUST I | $495.11万 | 0.05% | 207,420 | -10,131 | -4.7% | -$24.18万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $495.60万 | 0.05% | 188,727 | -166,239 | -46.8% | -$436.54万 | 减仓 |
| IHE | ISHARES TR | $495.71万 | 0.05% | 57,188 | 54,326 | 1,898.2% | $470.90万 | 加仓 |
| PKG | PACKAGING CORP AMER | $496.46万 | 0.05% | 23,394 | 4,553 | 24.2% | $96.62万 | 加仓 |
| ITOT | ISHARES TR | $500.52万 | 0.05% | 35,142 | 1,739 | 5.2% | $24.77万 | 加仓 |
| USIG | ISHARES TR | $500.73万 | 0.05% | 97,742 | 4,549 | 4.9% | $23.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $500.76万 | 0.05% | 7,700 | -12,300 | -61.5% | -$799.92万 | 重新持有 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $502.09万 | 0.05% | 130,684 | -66,201 | -33.6% | -$254.34万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $504.13万 | 0.05% | 46,052 | 46,052 | — | $504.13万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $509.35万 | 0.06% | 24,750 | 4,962 | 25.1% | $102.12万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $510.97万 | 0.06% | 152,390 | 2,139 | 1.4% | $7.17万 | 加仓 |
| OMC | OMNICOM GROUP INC | $511.35万 | 0.06% | 67,899 | 58,962 | 659.8% | $444.04万 | 加仓 |
| ABBV | ABBVIE INC 看涨期权 | $515.45万 | 0.06% | 23,700 | -25,700 | -52.0% | -$558.95万 | 减仓 |
| MMM | 3M CO | $519.17万 | 0.06% | 35,748 | 789 | 2.3% | $11.46万 | 加仓 |
| SLV | ISHARES SILVER TR | $527.04万 | 0.06% | 77,346 | 3,690 | 5.0% | $25.14万 | 加仓 |
| SHEL | SHELL PLC | $527.14万 | 0.06% | 56,682 | 1,056 | 1.9% | $9.82万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $534.96万 | 0.06% | 118,564 | 39,004 | 49.0% | $175.99万 | 加仓 |
| APH | AMPHENOL CORP | $536.34万 | 0.06% | 42,448 | 2,259 | 5.6% | $28.54万 | 加仓 |
| DVY | ISHARES TR | $537.33万 | 0.06% | 35,489 | 1,367 | 4.0% | $20.70万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $540.17万 | 0.06% | 241,797 | -196,820 | -44.9% | -$439.69万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $542.82万 | 0.06% | 362,851 | 52,972 | 17.1% | $79.25万 | 加仓 |
| TXN | TEXAS INSTRS INC | $545.75万 | 0.06% | 28,111 | -9,234 | -24.7% | -$179.27万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $554.25万 | 0.06% | 71,813 | 4,642 | 6.9% | $35.83万 | 加仓 |
| WFC | WELLS FARGO & CO | $555.64万 | 0.06% | 69,796 | -26,262 | -27.3% | -$209.07万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $557.23万 | 0.06% | 70,295 | 16,980 | 31.8% | $134.60万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $560.13万 | 0.06% | 140,559 | -1,400 | -1.0% | -$5.58万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $560.46万 | 0.06% | 117,448 | -87,385 | -42.7% | -$417.00万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $564.16万 | 0.06% | 149,089 | 2,125 | 1.4% | $8.04万 | 加仓 |
| USHY | ISHARES TR | $564.96万 | 0.06% | 153,357 | -24,206 | -13.6% | -$89.17万 | 减仓 |
| ES | EVERSOURCE ENERGY | $568.10万 | 0.06% | 82,001 | 63,076 | 333.3% | $436.99万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $568.67万 | 0.06% | 75,722 | 14,214 | 23.1% | $106.75万 | 加仓 |
| LIN | LINDE PLC | $574.42万 | 0.06% | 11,587 | 388 | 3.5% | $19.24万 | 加仓 |
| AME | AMETEK INC | $574.66万 | 0.06% | 26,808 | 4,067 | 17.9% | $87.18万 | 加仓 |
| COHR | COHERENT CORP | $576.06万 | 0.06% | 24,183 | -14,785 | -37.9% | -$352.19万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $581.39万 | 0.06% | 147,448 | 8,841 | 6.4% | $34.86万 | 加仓 |
| VCR | VANGUARD WORLD FD | $583.79万 | 0.06% | 16,260 | 1,380 | 9.3% | $49.55万 | 加仓 |
| PLD | PROLOGIS INC. | $586.64万 | 0.06% | 44,382 | 693 | 1.6% | $9.16万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $586.99万 | 0.06% | 115,549 | 575 | 0.5% | $2.92万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $587.19万 | 0.06% | 148,883 | 138,422 | 1,323.2% | $545.94万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $587.37万 | 0.06% | 116,728 | -13,863 | -10.6% | -$69.76万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $591.39万 | 0.06% | 106,519 | 15,081 | 16.5% | $83.73万 | 加仓 |
| IGM | ISHARES TR | $594.49万 | 0.06% | 50,163 | 6,054 | 13.7% | $71.75万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $595.79万 | 0.06% | 291,910 | 101,226 | 53.1% | $206.60万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $596.21万 | 0.06% | 14,306 | -529 | -3.6% | -$22.05万 | 减仓 |
| SHLD | GLOBAL X FDS | $597.25万 | 0.06% | 84,310 | 28,984 | 52.4% | $205.32万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $598.18万 | 0.07% | 32,069 | -1,409 | -4.2% | -$26.28万 | 减仓 |
| PFXF | VANECK ETF TRUST | $598.57万 | 0.07% | 341,258 | 5,929 | 1.8% | $10.40万 | 加仓 |
| SYK | STRYKER CORPORATION | $603.42万 | 0.07% | 18,364 | -2,596 | -12.4% | -$85.30万 | 减仓 |
| FN | FABRINET | $610.75万 | 0.07% | 11,711 | -5,076 | -30.2% | -$264.72万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $611.46万 | 0.07% | 6,830 | -469 | -6.4% | -$41.99万 | 减仓 |
| SPGI | S&P GLOBAL INC | $611.84万 | 0.07% | 14,385 | -620 | -4.1% | -$26.37万 | 减仓 |
| EMXC | ISHARES INC | $612.46万 | 0.07% | 77,862 | 2,267 | 3.0% | $17.83万 | 加仓 |
| PTLC | PACER FDS TR | $616.27万 | 0.07% | 117,475 | -15,482 | -11.6% | -$81.22万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $620.95万 | 0.07% | 92,998 | 45,550 | 96.0% | $304.14万 | 加仓 |
| BILS | SPDR SERIES TRUST | $622.20万 | 0.07% | 62,570 | 8,037 | 14.7% | $79.92万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $626.58万 | 0.07% | 83,857 | -4,296 | -4.9% | -$32.10万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $626.97万 | 0.07% | 60,425 | 3,898 | 6.9% | $40.45万 | 加仓 |
| INTC | INTEL CORP | $627.84万 | 0.07% | 142,271 | -69,968 | -33.0% | -$308.77万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $628.43万 | 0.07% | 147,105 | -2,075 | -1.4% | -$8.86万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $629.53万 | 0.07% | 264,398 | 34,699 | 15.1% | $82.62万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $633.07万 | 0.07% | 14,588 | 1,675 | 13.0% | $72.69万 | 加仓 |
| STIP | ISHARES TR | $637.89万 | 0.07% | 61,673 | 58,879 | 2,107.3% | $608.99万 | 加仓 |
| — | FIDELITY GREENWOOD STREET TR | $641.03万 | 0.07% | 236,282 | 1,946 | 0.8% | $5.28万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $642.48万 | 0.07% | 24,965 | 248 | 1.0% | $6.38万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $645.52万 | 0.07% | 39,462 | 5,514 | 16.2% | $90.20万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $646.64万 | 0.07% | 49,331 | -1,940 | -3.8% | -$25.43万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $647.54万 | 0.07% | 126,263 | -930 | -0.7% | -$4.77万 | 减仓 |
| VDE | VANGUARD WORLD FD | $652.17万 | 0.07% | 37,689 | 12,997 | 52.6% | $224.90万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $655.65万 | 0.07% | 255,915 | 93,095 | 57.2% | $238.51万 | 加仓 |
| GOVT | ISHARES TR | $659.17万 | 0.07% | 287,722 | 223,465 | 347.8% | $511.96万 | 加仓 |
| ET | ENERGY TRANSFER L P | $666.92万 | 0.07% | 345,555 | 12,249 | 3.7% | $23.64万 | 加仓 |
| NKE | NIKE INC | $668.82万 | 0.07% | 126,622 | 16,291 | 14.8% | $86.05万 | 加仓 |
| UI | UBIQUITI INC | $671.87万 | 0.07% | 8,502 | -1,207 | -12.4% | -$95.38万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $675.92万 | 0.07% | 37,051 | -23,358 | -38.7% | -$426.12万 | 减仓 |
| CPA | COPA HOLDINGS SA | $677.11万 | 0.07% | 59,600 | -6,145 | -9.3% | -$69.81万 | 减仓 |
| IBB | ISHARES TR | $681.00万 | 0.07% | 40,332 | 4,643 | 13.0% | $78.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $685.94万 | 0.07% | 186,599 | 186,599 | — | $685.94万 | 新建仓 |
| ICSH | ISHARES TR | $688.94万 | 0.07% | 136,100 | 6,394 | 4.9% | $32.37万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $692.25万 | 0.08% | 26,596 | 1,484 | 5.9% | $38.63万 | 加仓 |