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 |
|---|---|---|---|---|---|---|---|---|
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | $0 | 0.00% | 0 | -4,580 | -100.0% | -$20.45万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -53,111 | -100.0% | -$20.45万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -11,699 | -100.0% | -$20.39万 | 清仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GRAYSCALE COINDESK CRYPTO | $0 | 0.00% | 0 | -4,907 | -100.0% | -$20.28万 | 清仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -985 | -100.0% | -$20.18万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -14,997 | -100.0% | -$20.10万 | 清仓 |
| RKT | ROCKET COS INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -11,270 | -100.0% | -$18.29万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$17.77万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -25,245 | -100.0% | -$17.49万 | 清仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $0 | 0.00% | 0 | -12,501 | -100.0% | -$17.39万 | 清仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$16.88万 | 清仓 |
| AA | ALCOA CORP 看跌期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$15.94万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$15.86万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$15.44万 | 清仓 |
| — | COSAN S A | $0 | 0.00% | 0 | -33,340 | -100.0% | -$13.17万 | 清仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $0 | 0.00% | 0 | -24,112 | -100.0% | -$13.04万 | 清仓 |
| — | AA MISSION ACQUISITION CORP | $0 | 0.00% | 0 | -11,500 | -100.0% | -$12.27万 | 清仓 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$11.42万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$11.33万 | 清仓 |
| — | CHEGG INC | $0 | 0.00% | 0 | -112,367 | -100.0% | -$10.45万 | 清仓 |
| FSLR | FIRST SOLAR INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$10.45万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$10.05万 | 清仓 |
| PATH | UIPATH INC 看涨期权 | $0 | 0.00% | 0 | -6,000 | -100.0% | -$9.83万 | 清仓 |
| — | THE REAL BROKERAGE INC | $0 | 0.00% | 0 | -26,205 | -100.0% | -$9.56万 | 清仓 |
| RDDT | REDDIT INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$9.19万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$8.79万 | 清仓 |
| MDB | MONGODB INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$8.39万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -10,929 | -100.0% | -$7.65万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -1,421 | -100.0% | -$7.55万 | 清仓 |
| LMND | LEMONADE INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.12万 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC | $0 | 0.00% | 0 | -36,011 | -100.0% | -$6.27万 | 清仓 |
| TWLO | TWILIO INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NIO | NIO INC | $0 | 0.00% | 0 | -10,885 | -100.0% | -$5.55万 | 清仓 |
| CIFR | CIPHER MINING INC 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$3.69万 | 清仓 |
| GE | GE AEROSPACE 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$3.08万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.96万 | 清仓 |
| ADI | ANALOG DEVICES INC 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.71万 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -10,302 | -100.0% | -$2.60万 | 清仓 |
| DDOG | DATADOG INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAC | LITHIUM AMERS CORP NEW 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$1.09万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$9,535 | 清仓 |
| OKTA | OKTA INC 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$8,647 | 清仓 |
| RBLX | ROBLOX CORP 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$8,103 | 清仓 |
| — | FIBROBIOLOGICS INC | $0 | 0.00% | 0 | -35,283 | -100.0% | -$7,935 | 清仓 |
| RBRK | RUBRIK INC. 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$7,648 | 清仓 |
| RBRK | RUBRIK INC. 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$7,648 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$7,591 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$6,431 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$6,431 | 清仓 |
| PYPL | PAYPAL HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$5,838 | 清仓 |
| EQT | EQT CORP 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$5,360 | 清仓 |
| IONQ | IONQ INC 看涨期权 | $2,883 | 0.00% | 100 | 100 | — | $2,883 | 新建仓 |
| — | SANGAMO THERAPEUTICS INC | $3,704 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP 看涨期权 | $4,826 | 0.00% | 100 | 100 | — | $4,826 | 新建仓 |
| USAR | USA RARE EARTH INC 看涨期权 | $7,568 | 0.00% | 500 | 500 | — | $7,568 | 新建仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $8,287 | 0.00% | 100 | 100 | — | $8,287 | 新建仓 |
| — | ALIGHT INC | $8,741 | 0.00% | 15,002 | 15,002 | — | $8,741 | 新建仓 |
| CSL | CARLISLE COS INC 看涨期权 | $8,940 | 0.00% | 500 | 500 | — | $8,940 | 新建仓 |
| OKLO | OKLO INC 看涨期权 | $9,918 | 0.00% | 200 | 200 | — | $9,918 | 新建仓 |
| SN | SHARKNINJA INC 看涨期权 | $1.06万 | 0.00% | 100 | 100 | — | $1.06万 | 新建仓 |
| SMR | NUSCALE PWR CORP 看跌期权 | $1.08万 | 0.00% | 1,000 | 1,000 | — | $1.08万 | 新建仓 |
| — | YD BIO LTD | $1.15万 | 0.00% | 17,672 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC 看涨期权 | $1.25万 | 0.00% | 100 | 100 | — | $1.25万 | 新建仓 |
| IFRX | INFLARX NV | $1.29万 | 0.00% | 14,451 | -38,500 | -72.7% | -$3.44万 | 减仓 |
| — | BRAG HSE HLDGS INC | $1.35万 | 0.00% | 50,455 | 50,455 | — | $1.35万 | 新建仓 |
| ANGO | ANGIODYNAMICS INC 看涨期权 | $1.36万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | ODYSSEY MARINE EXPL INC | $1.42万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| RXT | RACKSPACE TECHNOLOGY INC | $1.47万 | 0.00% | 15,000 | 15,000 | — | $1.47万 | 新建仓 |
| — | ABOVE FOOD INGREDIENTS INC | $1.51万 | 0.00% | 15,000 | 1,000 | 7.1% | $1,010 | 加仓 |
| — | BULLFROG AI HLDGS INC | $1.68万 | 0.00% | 10,000 | 10,000 | — | $1.68万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC 看跌期权 | $1.69万 | 0.00% | 200 | 200 | — | $1.69万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $1.88万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP 看跌期权 | $1.95万 | 0.00% | 300 | 300 | — | $1.95万 | 新建仓 |
| RIG | TRANSOCEAN LTD 看涨期权 | $1.99万 | 0.00% | 3,000 | 3,000 | — | $1.99万 | 新建仓 |
| EVTL | VERTICAL AEROSPACE LTD | $2.21万 | 0.00% | 10,000 | -10,000 | -50.0% | -$2.21万 | 减仓 |
| ONDS | ONDAS INC 看涨期权 | $2.26万 | 0.00% | 2,500 | -2,500 | -50.0% | -$2.26万 | 重新持有 |
| — | ICECURE MEDICAL LTD CAESAREA | $2.36万 | 0.00% | 78,285 | 0 | 0.0% | — | 不变 |
| — | EVOTEC AG | $2.50万 | 0.00% | 10,016 | 10,016 | — | $2.50万 | 新建仓 |
| — | HERON THERAPEUTICS INC | $2.55万 | 0.00% | 31,923 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $2.59万 | 0.00% | 10,128 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD 看涨期权 | $2.60万 | 0.00% | 200 | 200 | — | $2.60万 | 新建仓 |
| GLW | CORNING INC 看跌期权 | $2.72万 | 0.00% | 200 | 200 | — | $2.72万 | 新建仓 |
| — | UNITED HOMES GROUP INC | $2.79万 | 0.00% | 24,038 | 24,038 | — | $2.79万 | 新建仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $2.82万 | 0.00% | 16,037 | 0 | 0.0% | — | 不变 |
| RR | RICHTECH ROBOTICS INC | $2.89万 | 0.00% | 13,815 | 480 | 3.6% | $1,003 | 加仓 |
| CRON | CRONOS GROUP INC | $2.92万 | 0.00% | 11,614 | 11,614 | — | $2.92万 | 新建仓 |
| LKQ | LKQ CORP 看涨期权 | $2.94万 | 0.00% | 1,000 | 1,000 | — | $2.94万 | 新建仓 |
| — | CINEVERSE CORP | $2.96万 | 0.00% | 12,350 | 12,350 | — | $2.96万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC 看涨期权 | $3.01万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | JELD-WEN HLDG INC | $3.42万 | 0.00% | 27,600 | 27,600 | — | $3.42万 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $3.48万 | 0.00% | 13,338 | 13,338 | — | $3.48万 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $3.56万 | 0.00% | 11,580 | 11,580 | — | $3.56万 | 新建仓 |
| GDX | VANECK ETF TRUST 看涨期权 | $3.67万 | 0.00% | 400 | -500 | -55.6% | -$4.59万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC 看跌期权 | $3.68万 | 0.00% | 400 | 400 | — | $3.68万 | 新建仓 |
| BG | BUNGE GLOBAL SA 看涨期权 | $3.82万 | 0.00% | 300 | 300 | — | $3.82万 | 新建仓 |
| — | HUMACYTE INC | $3.88万 | 0.00% | 63,979 | 4,000 | 6.7% | $2,427 | 加仓 |
| CIEN | CIENA CORP 看跌期权 | $3.88万 | 0.00% | 100 | -300 | -75.0% | -$11.65万 | 减仓 |