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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S | $497.57万 | 0.04% | 103,790 | 7,154 | 7.4% | $34.30万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $498.72万 | 0.04% | 180,044 | 29,976 | 20.0% | $83.03万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $503.13万 | 0.04% | 43,087 | 6,224 | 16.9% | $72.68万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $503.93万 | 0.04% | 10,145 | 661 | 7.0% | $32.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $504.83万 | 0.04% | 61,310 | 4,702 | 8.3% | $38.72万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $508.78万 | 0.04% | 99,662 | 21,519 | 27.5% | $109.85万 | 加仓 |
| DVY | ISHARES TR | $509.18万 | 0.04% | 32,577 | -2,912 | -8.2% | -$45.51万 | 减仓 |
| SYK | STRYKER CORPORATION | $511.27万 | 0.04% | 16,239 | -2,125 | -11.6% | -$66.90万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $513.18万 | 0.04% | 75,960 | 37,375 | 96.9% | $252.50万 | 加仓 |
| POWL | POWELL INDS INC | $515.23万 | 0.04% | 17,993 | 11,876 | 194.1% | $340.07万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $517.08万 | 0.04% | 231,978 | -9,819 | -4.1% | -$21.89万 | 减仓 |
| ACWX | ISHARES TR | $517.19万 | 0.04% | 67,953 | 2,476 | 3.8% | $18.84万 | 加仓 |
| ALL | ALLSTATE CORP | $519.19万 | 0.04% | 21,821 | 3,705 | 20.5% | $88.15万 | 加仓 |
| IHE | ISHARES TR | $519.29万 | 0.04% | 52,448 | -4,740 | -8.3% | -$46.93万 | 减仓 |
| PTLC | PACER FDS TR | $522.37万 | 0.04% | 89,661 | -27,814 | -23.7% | -$162.05万 | 减仓 |
| CPAI | NORTHERN LTS FD TR III | $524.04万 | 0.04% | 100,854 | 7,641 | 8.2% | $39.70万 | 加仓 |
| IWY | ISHARES TR | $525.32万 | 0.04% | 18,076 | 16,472 | 1,026.9% | $478.70万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $525.39万 | 0.04% | 223,380 | 58,052 | 35.1% | $136.54万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $532.56万 | 0.05% | 132,379 | 14,931 | 12.7% | $60.07万 | 加仓 |
| OII | OCEANEERING INTL INC | $532.66万 | 0.05% | 131,457 | 14,910 | 12.8% | $60.42万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $532.73万 | 0.05% | 203,488 | 14,761 | 7.8% | $38.64万 | 加仓 |
| IWP | ISHARES TR | $540.18万 | 0.05% | 36,895 | 19,507 | 112.2% | $285.60万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $546.06万 | 0.05% | 165,625 | -152,036 | -47.9% | -$501.26万 | 减仓 |
| BE | BLOOM ENERGY CORP | $547.56万 | 0.05% | 18,089 | -9,142 | -33.6% | -$276.73万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $547.68万 | 0.05% | 223,089 | 116,224 | 108.8% | $285.33万 | 加仓 |
| WELL | WELLTOWER INC | $547.97万 | 0.05% | 24,143 | 1,556 | 6.9% | $35.32万 | 加仓 |
| SLV | ISHARES SILVER TR | $549.55万 | 0.05% | 102,777 | 25,431 | 32.9% | $135.98万 | 加仓 |
| AZN | ASTRAZENECA PLC | $551.26万 | 0.05% | 29,072 | 5,719 | 24.5% | $108.44万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $557.09万 | 0.05% | 24,267 | 13,666 | 128.9% | $313.72万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $559.01万 | 0.05% | 152,072 | 2,983 | 2.0% | $10.97万 | 加仓 |
| TMUS | T-MOBILE US INC | $560.28万 | 0.05% | 33,404 | 20,231 | 153.6% | $339.33万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $563.08万 | 0.05% | 115,717 | 168 | 0.1% | $8,175 | 加仓 |
| TPR | TAPESTRY INC | $565.18万 | 0.05% | 38,611 | 27,585 | 250.2% | $403.78万 | 加仓 |
| MMM | 3M CO | $566.39万 | 0.05% | 34,982 | -766 | -2.1% | -$12.40万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $568.98万 | 0.05% | 74,183 | 2,370 | 3.3% | $18.18万 | 加仓 |
| GRNY | TIDAL TRUST I | $569.53万 | 0.05% | 205,977 | -1,443 | -0.7% | -$3.99万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $571.14万 | 0.05% | 63,566 | 18,167 | 40.0% | $163.23万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $575.86万 | 0.05% | 229,701 | -256,035 | -52.7% | -$641.88万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $580.53万 | 0.05% | 19,826 | 12,113 | 157.0% | $354.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $582.48万 | 0.05% | 7,800 | 100 | 1.3% | $7.47万 | 加仓 |
| MINT | PIMCO ETF TR | $584.97万 | 0.05% | 58,027 | -64,028 | -52.5% | -$645.47万 | 减仓 |
| USIG | ISHARES TR | $586.84万 | 0.05% | 114,416 | 16,674 | 17.1% | $85.52万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $589.75万 | 0.05% | 136,801 | -55,468 | -28.8% | -$239.12万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $594.50万 | 0.05% | 202,003 | -96,994 | -32.4% | -$285.45万 | 减仓 |
| SHM | SPDR SERIES TRUST | $595.59万 | 0.05% | 124,171 | 90,264 | 266.2% | $432.95万 | 加仓 |
| ABBV | ABBVIE INC 看涨期权 | $596.39万 | 0.05% | 23,700 | 0 | 0.0% | — | 不变 |
| UYLD | ANGEL OAK FUNDS TRUST | $600.67万 | 0.05% | 117,766 | 38,654 | 48.9% | $197.16万 | 加仓 |
| SHLD | GLOBAL X FDS | $604.30万 | 0.05% | 101,207 | 16,897 | 20.0% | $100.89万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $604.58万 | 0.05% | 16,314 | 1,758 | 12.1% | $65.15万 | 加仓 |
| SPGI | S&P GLOBAL INC | $604.72万 | 0.05% | 14,848 | 463 | 3.2% | $18.86万 | 加仓 |
| IYT | ISHARES TR | $610.02万 | 0.05% | 70,319 | 67,472 | 2,369.9% | $585.32万 | 加仓 |
| CWB | SPDR SERIES TRUST | $611.54万 | 0.05% | 56,719 | 4,357 | 8.3% | $46.98万 | 加仓 |
| PFXF | VANECK ETF TRUST | $615.39万 | 0.05% | 344,948 | 3,690 | 1.1% | $6.58万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $615.72万 | 0.05% | 4,455 | 3,211 | 258.1% | $443.79万 | 加仓 |
| PLD | PROLOGIS INC. | $620.72万 | 0.05% | 45,820 | 1,438 | 3.2% | $19.48万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $622.24万 | 0.05% | 74,298 | -1,424 | -1.9% | -$11.93万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $626.67万 | 0.05% | 267,352 | 86,109 | 47.5% | $201.84万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $632.48万 | 0.05% | 125,567 | 47,265 | 60.4% | $238.07万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $633.17万 | 0.05% | 15,247 | 659 | 4.5% | $27.37万 | 加仓 |
| ICLR | ICON PUB LTD CO | $633.73万 | 0.05% | 36,482 | 34,898 | 2,203.2% | $606.21万 | 重新持有 |
| IBDY | ISHARES TR | $635.91万 | 0.05% | 247,004 | 247,004 | — | $635.91万 | 新建仓 |
| IBDX | ISHARES TR | $636.17万 | 0.05% | 252,548 | 252,548 | — | $636.17万 | 新建仓 |
| AME | AMETEK INC | $638.06万 | 0.05% | 26,373 | -435 | -1.6% | -$10.52万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $639.20万 | 0.05% | 44,828 | 38,515 | 610.1% | $549.18万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $645.34万 | 0.05% | 149,592 | 2,144 | 1.5% | $9.25万 | 加仓 |
| VCR | VANGUARD WORLD FD | $646.41万 | 0.06% | 16,298 | 38 | 0.2% | $1.51万 | 加仓 |
| BILS | SPDR SERIES TRUST | $647.75万 | 0.06% | 65,179 | 2,609 | 4.2% | $25.93万 | 加仓 |
| ITOT | ISHARES TR | $650.45万 | 0.06% | 39,596 | 4,454 | 12.7% | $73.17万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $652.15万 | 0.06% | 140,975 | 416 | 0.3% | $1.92万 | 加仓 |
| IGLB | ISHARES TR | $657.78万 | 0.06% | 131,452 | 124,729 | 1,855.3% | $624.14万 | 加仓 |
| IBDW | ISHARES TR | $660.37万 | 0.06% | 316,874 | 316,874 | — | $660.37万 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $666.32万 | 0.06% | 189,081 | -44,223 | -19.0% | -$155.84万 | 减仓 |
| MDT | MEDTRONIC PLC | $670.65万 | 0.06% | 66,494 | -18,433 | -21.7% | -$185.91万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $671.01万 | 0.06% | 24,674 | 10,073 | 69.0% | $273.93万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $673.04万 | 0.06% | 132,411 | 50,914 | 62.5% | $258.80万 | 加仓 |
| MUB | ISHARES TR | $675.23万 | 0.06% | 62,742 | 21,744 | 53.0% | $234.01万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $675.73万 | 0.06% | 190,938 | 147,151 | 336.1% | $520.77万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $676.44万 | 0.06% | 130,865 | 12,301 | 10.4% | $63.58万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $677.67万 | 0.06% | 30,653 | 30,653 | — | $677.67万 | 新建仓 |
| NKE | NIKE INC | $679.95万 | 0.06% | 165,639 | 39,017 | 30.8% | $160.16万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $681.51万 | 0.06% | 13,875 | -431 | -3.0% | -$21.17万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $683.78万 | 0.06% | 90,868 | 7,011 | 8.4% | $52.76万 | 加仓 |
| HON | HONEYWELL INTL INC | $685.65万 | 0.06% | 30,622 | -26,666 | -46.5% | -$597.08万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $686.83万 | 0.06% | 25,394 | -1,202 | -4.5% | -$32.51万 | 减仓 |
| ET | ENERGY TRANSFER L P | $688.47万 | 0.06% | 360,079 | 14,524 | 4.2% | $27.77万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $691.72万 | 0.06% | 172,368 | 23,485 | 15.8% | $94.25万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $693.13万 | 0.06% | 76,002 | 27,397 | 56.4% | $249.86万 | 加仓 |
| — | FIDELITY GREENWOOD STREET TR | $693.88万 | 0.06% | 240,180 | 3,898 | 1.6% | $11.26万 | 加仓 |
| OMC | OMNICOM GROUP INC | $698.66万 | 0.06% | 95,929 | 28,030 | 41.3% | $204.14万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $699.37万 | 0.06% | 274,050 | 18,135 | 7.1% | $46.28万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $706.33万 | 0.06% | 31,582 | -487 | -1.5% | -$10.89万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $717.16万 | 0.06% | 7,332 | 502 | 7.3% | $49.10万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $719.86万 | 0.06% | 52,617 | 3,286 | 6.7% | $44.96万 | 加仓 |
| SNA | SNAP ON INC | $720.80万 | 0.06% | 17,912 | -1,206 | -6.3% | -$48.53万 | 减仓 |
| COR | CENCORA INC | $738.50万 | 0.06% | 26,097 | 13,583 | 108.5% | $384.38万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $740.40万 | 0.06% | 57,929 | 45,441 | 363.9% | $580.79万 | 加仓 |
| FIX | COMFORT SYS USA INC | $741.39万 | 0.06% | 3,741 | 2,815 | 304.0% | $557.87万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $745.34万 | 0.06% | 291,375 | 5,453 | 1.9% | $13.95万 | 加仓 |
| IBDV | ISHARES TR | $748.98万 | 0.06% | 343,567 | 343,567 | — | $748.98万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $751.13万 | 0.06% | 10,200 | 2,200 | 27.5% | $162.01万 | 加仓 |