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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $751.60万 | 0.06% | 160,120 | 7,935 | 5.2% | $37.25万 | 加仓 |
| SNDK | SANDISK CORP | $754.31万 | 0.06% | 3,317 | 2,070 | 166.0% | $470.73万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $756.33万 | 0.06% | 206,647 | 206,647 | — | $756.33万 | 新建仓 |
| SGOV | ISHARES TR | $766.32万 | 0.07% | 76,122 | -94,662 | -55.4% | -$952.96万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $768.07万 | 0.07% | 201,593 | 195,451 | 3,182.2% | $744.67万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $772.79万 | 0.07% | 28,743 | 18,204 | 172.7% | $489.44万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $774.38万 | 0.07% | 129,629 | -2,461,270 | -95.0% | -$1.47亿 | 减仓 |
| MOAT | VANECK ETF TRUST | $774.40万 | 0.07% | 74,490 | -191,135 | -72.0% | -$1,987.05万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $777.30万 | 0.07% | 65,700 | 35,594 | 118.2% | $421.11万 | 加仓 |
| LIN | LINDE PLC | $777.31万 | 0.07% | 14,979 | 3,392 | 29.3% | $176.02万 | 加仓 |
| ES | EVERSOURCE ENERGY | $782.41万 | 0.07% | 108,262 | 26,261 | 32.0% | $189.79万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $783.42万 | 0.07% | 58,793 | 18,305 | 45.2% | $243.92万 | 加仓 |
| ICSH | ISHARES TR | $784.75万 | 0.07% | 155,150 | 19,050 | 14.0% | $96.36万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $785.93万 | 0.07% | 162,601 | -29,556 | -15.4% | -$142.86万 | 减仓 |
| OEF | ISHARES TR | $787.06万 | 0.07% | 21,512 | -10,350 | -32.5% | -$378.67万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $792.42万 | 0.07% | 189,892 | 3,293 | 1.8% | $13.74万 | 加仓 |
| IBB | ISHARES TR | $796.89万 | 0.07% | 41,899 | 1,567 | 3.9% | $29.80万 | 加仓 |
| SMMD | ISHARES TR | $797.54万 | 0.07% | 87,039 | 87,039 | — | $797.54万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $801.21万 | 0.07% | 25,468 | 1,248 | 5.2% | $39.26万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $806.75万 | 0.07% | 23,045 | 10,663 | 86.1% | $373.29万 | 加仓 |
| LEN | LENNAR CORP | $806.97万 | 0.07% | 89,178 | 38,822 | 77.1% | $351.30万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $807.34万 | 0.07% | 103,466 | 10,468 | 11.3% | $81.68万 | 加仓 |
| EMXC | ISHARES INC | $808.48万 | 0.07% | 79,031 | 1,169 | 1.5% | $11.96万 | 加仓 |
| IBDS | ISHARES TR | $810.95万 | 0.07% | 334,825 | 334,825 | — | $810.95万 | 新建仓 |
| AFL | AFLAC INC | $817.64万 | 0.07% | 69,734 | 914 | 1.3% | $10.72万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $821.63万 | 0.07% | 39,883 | 24,728 | 163.2% | $509.42万 | 加仓 |
| BBY | BEST BUY INC | $823.50万 | 0.07% | 132,210 | 40,993 | 44.9% | $255.33万 | 加仓 |
| KKR | KKR & CO INC | $823.80万 | 0.07% | 89,759 | 53,770 | 149.4% | $493.50万 | 加仓 |
| T | AT&T INC | $827.75万 | 0.07% | 399,881 | 24,821 | 6.6% | $51.38万 | 加仓 |
| TRC | TEJON RANCH CO | $839.03万 | 0.07% | 448,677 | 913 | 0.2% | $1.71万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $839.71万 | 0.07% | 307,249 | 36,922 | 13.7% | $100.91万 | 加仓 |
| BLK | BLACKROCK INC | $843.32万 | 0.07% | 8,770 | 102 | 1.2% | $9.81万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $844.39万 | 0.07% | 30,575 | -29,850 | -49.4% | -$824.37万 | 减仓 |
| DDOG | DATADOG INC | $847.02万 | 0.07% | 32,533 | 22,062 | 210.7% | $574.40万 | 加仓 |
| DIS | DISNEY WALT CO | $851.43万 | 0.07% | 88,460 | 3,209 | 3.8% | $30.89万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $852.87万 | 0.07% | 410,031 | 395,450 | 2,712.1% | $822.54万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $853.27万 | 0.07% | 409,143 | 45,831 | 12.6% | $95.58万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $856.97万 | 0.07% | 44,692 | 5,230 | 13.3% | $100.29万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $861.11万 | 0.07% | 229,567 | 4,523 | 2.0% | $16.97万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $861.31万 | 0.07% | 50,410 | 50,410 | — | $861.31万 | 新建仓 |
| APH | AMPHENOL CORP | $861.56万 | 0.07% | 48,863 | 6,415 | 15.1% | $113.11万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $862.69万 | 0.07% | 170,594 | 13,766 | 8.8% | $69.61万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $867.84万 | 0.07% | 29,601 | 3,597 | 13.8% | $105.46万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $868.71万 | 0.07% | 38,791 | -4,710 | -10.8% | -$105.48万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $871.89万 | 0.07% | 358,065 | 358,065 | — | $871.89万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $872.43万 | 0.07% | 70,109 | 24,234 | 52.8% | $301.57万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $878.09万 | 0.07% | 28,667 | 3,702 | 14.8% | $113.39万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $880.07万 | 0.07% | 214,873 | -7,666 | -3.4% | -$31.40万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $884.70万 | 0.08% | 44,098 | 7,047 | 19.0% | $141.38万 | 加仓 |
| PWR | QUANTA SVCS INC | $886.48万 | 0.08% | 12,312 | 6,258 | 103.4% | $450.59万 | 加仓 |
| WFC | WELLS FARGO & CO | $904.79万 | 0.08% | 109,486 | 39,690 | 56.9% | $328.00万 | 加仓 |
| AZO | AUTOZONE INC | $907.70万 | 0.08% | 2,840 | 2,164 | 320.1% | $691.64万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $909.30万 | 0.08% | 148,505 | 7,320 | 5.2% | $44.82万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $910.81万 | 0.08% | 109,644 | -118,476 | -51.9% | -$984.17万 | 减仓 |
| CPA | COPA HOLDINGS SA | $920.45万 | 0.08% | 59,166 | -434 | -0.7% | -$6.75万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $926.67万 | 0.08% | 92,114 | -317 | -0.3% | -$3.19万 | 减仓 |
| KLAC | KLA CORP | $927.02万 | 0.08% | 30,725 | 1,395 | 4.8% | $42.09万 | 加仓 |
| COP | CONOCOPHILLIPS | $931.42万 | 0.08% | 89,594 | 2,597 | 3.0% | $27.00万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $932.41万 | 0.08% | 30,083 | 71 | 0.2% | $2.20万 | 加仓 |
| — | DBX ETF TR | $933.99万 | 0.08% | 210,216 | 14,223 | 7.3% | $63.19万 | 加仓 |
| EWJ | ISHARES INC | $942.84万 | 0.08% | 101,087 | 92,288 | 1,048.8% | $860.77万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $944.21万 | 0.08% | 330,491 | 330,491 | — | $944.21万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $944.34万 | 0.08% | 206,911 | 59,806 | 40.7% | $272.96万 | 加仓 |
| IHDG | WISDOMTREE TR | $947.14万 | 0.08% | 180,821 | -242 | -0.1% | -$1.27万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $951.37万 | 0.08% | 52,588 | 1,760 | 3.5% | $31.84万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $952.33万 | 0.08% | 64,294 | 64,294 | — | $952.33万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $952.40万 | 0.08% | 42,732 | 2,524 | 6.3% | $56.25万 | 加仓 |
| EMR | EMERSON ELEC CO | $955.15万 | 0.08% | 66,724 | 11,802 | 21.5% | $168.95万 | 加仓 |
| TLH | ISHARES TR | $959.37万 | 0.08% | 95,603 | -11,364 | -10.6% | -$114.04万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $961.48万 | 0.08% | 156,440 | 49,921 | 46.9% | $306.82万 | 加仓 |
| UNP | UNION PAC CORP | $964.25万 | 0.08% | 35,451 | 247 | 0.7% | $6.72万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $965.80万 | 0.08% | 214,099 | -50,299 | -19.0% | -$226.90万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $967.02万 | 0.08% | 131,729 | 9,003 | 7.3% | $66.09万 | 加仓 |
| QCOM | QUALCOMM INC | $972.97万 | 0.08% | 52,653 | -29,008 | -35.5% | -$536.04万 | 减仓 |
| IGM | ISHARES TR | $973.27万 | 0.08% | 59,498 | 9,335 | 18.6% | $152.70万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $995.51万 | 0.08% | 275,536 | 211,652 | 331.3% | $764.70万 | 加仓 |
| MBB | ISHARES TR | $996.28万 | 0.08% | 105,404 | 24,444 | 30.2% | $231.04万 | 加仓 |
| KEY | KEYCORP | $1,004.54万 | 0.09% | 435,809 | 211,690 | 94.5% | $487.95万 | 加仓 |
| CMI | CUMMINS INC | $1,004.61万 | 0.09% | 14,086 | -494 | -3.4% | -$35.23万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $1,005.53万 | 0.09% | 247,759 | 2,143 | 0.9% | $8.70万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,008.73万 | 0.09% | 230,779 | 12,203 | 5.6% | $53.34万 | 加仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $1,015.08万 | 0.09% | 500,532 | 29,278 | 6.2% | $59.38万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,019.63万 | 0.09% | 25,639 | 6,043 | 30.8% | $240.32万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $1,024.10万 | 0.09% | 268,863 | 7,584 | 2.9% | $28.89万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1,027.05万 | 0.09% | 401,348 | 38,497 | 10.6% | $98.51万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,031.73万 | 0.09% | 81,664 | 6,479 | 8.6% | $81.85万 | 加仓 |
| IJT | ISHARES TR | $1,038.27万 | 0.09% | 58,134 | 1,591 | 2.8% | $28.42万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $1,045.22万 | 0.09% | 136,096 | 136,096 | — | $1,045.22万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $1,055.16万 | 0.09% | 123,425 | 94,609 | 328.3% | $808.81万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,056.00万 | 0.09% | 16,533 | 4,843 | 41.4% | $309.33万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,062.82万 | 0.09% | 117,960 | 5,461 | 4.9% | $49.20万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,065.16万 | 0.09% | 362,301 | 16,867 | 4.9% | $49.59万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,066.31万 | 0.09% | 30,101 | 1,407 | 4.9% | $49.84万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,077.82万 | 0.09% | 273,074 | -375,303 | -57.9% | -$1,481.32万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,078.93万 | 0.09% | 68,744 | 1,875 | 2.8% | $29.43万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,082.65万 | 0.09% | 78,715 | 1,949 | 2.5% | $26.81万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,083.91万 | 0.09% | 30,570 | 21,559 | 239.3% | $764.41万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,093.46万 | 0.09% | 151,975 | 6,630 | 4.6% | $47.70万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,097.58万 | 0.09% | 120,960 | 6,384 | 5.6% | $57.93万 | 加仓 |
| IYH | ISHARES TR | $1,097.75万 | 0.09% | 163,818 | 15,232 | 10.3% | $102.07万 | 加仓 |