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 |
|---|---|---|---|---|---|---|---|---|
| — | CAPITAL GROUP EQUITY ETF TR | $1,856.17万 | 0.16% | 600,703 | 41,488 | 7.4% | $128.20万 | 加仓 |
| AMGN | AMGEN INC | $1,870.35万 | 0.16% | 51,650 | 8,590 | 19.9% | $311.06万 | 加仓 |
| TFC | TRUIST FINL CORP | $1,880.70万 | 0.16% | 377,499 | 69,929 | 22.7% | $348.39万 | 加仓 |
| CRM | SALESFORCE INC | $1,894.33万 | 0.16% | 146,754 | 79,437 | 118.0% | $1,025.39万 | 加仓 |
| IUSV | ISHARES TR | $1,916.35万 | 0.16% | 173,977 | 15,382 | 9.7% | $169.43万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,923.77万 | 0.16% | 424,299 | 51,711 | 13.9% | $234.46万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,955.04万 | 0.17% | 270,930 | -8,628 | -3.1% | -$62.26万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $1,955.89万 | 0.17% | 674,211 | 58,775 | 9.6% | $170.51万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,955.89万 | 0.17% | 737,516 | 573,644 | 350.1% | $1,521.30万 | 加仓 |
| USFR | WISDOMTREE TR | $1,956.28万 | 0.17% | 388,536 | -271 | -0.1% | -$1.36万 | 减仓 |
| COWZ | PACER FDS TR | $1,964.10万 | 0.17% | 315,772 | 12,477 | 4.1% | $77.61万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,988.39万 | 0.17% | 185,606 | -14,675 | -7.3% | -$157.21万 | 减仓 |
| IJK | ISHARES TR | $2,008.00万 | 0.17% | 170,893 | 144,441 | 546.0% | $1,697.19万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,008.63万 | 0.17% | 38,451 | 1,232 | 3.3% | $64.36万 | 加仓 |
| COHR | COHERENT CORP | $2,052.67万 | 0.17% | 52,036 | 27,853 | 115.2% | $1,098.72万 | 加仓 |
| URI | UNITED RENTALS INC | $2,073.12万 | 0.18% | 18,299 | -687 | -3.6% | -$77.83万 | 减仓 |
| MGK | VANGUARD WORLD FD | $2,076.96万 | 0.18% | 236,260 | -39,630 | -14.4% | -$348.39万 | 减仓 |
| GE | GE AEROSPACE | $2,080.06万 | 0.18% | 56,405 | 5,096 | 9.9% | $187.93万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2,094.40万 | 0.18% | 397,268 | -12,391 | -3.0% | -$65.33万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $2,120.41万 | 0.18% | 528,384 | 2,543 | 0.5% | $10.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,129.66万 | 0.18% | 22,766 | 2,974 | 15.0% | $278.21万 | 加仓 |
| PFE | PFIZER INC | $2,147.38万 | 0.18% | 891,770 | 421,354 | 89.6% | $1,014.62万 | 加仓 |
| MPC | MARATHON PETE CORP | $2,151.55万 | 0.18% | 84,153 | 4,459 | 5.6% | $114.00万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,151.94万 | 0.18% | 529,512 | 22,090 | 4.4% | $89.77万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,170.85万 | 0.18% | 224,982 | 26,574 | 13.4% | $256.41万 | 加仓 |
| MCD | MCDONALDS CORP | $2,174.82万 | 0.19% | 80,457 | 10,535 | 15.1% | $284.77万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $2,214.95万 | 0.19% | 321,333 | 266,129 | 482.1% | $1,834.43万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $2,225.71万 | 0.19% | 688,161 | 688,161 | — | $2,225.71万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $2,226.55万 | 0.19% | 43,352 | 3,369 | 8.4% | $173.03万 | 加仓 |
| IUSG | ISHARES TR | $2,264.12万 | 0.19% | 120,374 | 3,308 | 2.8% | $62.22万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,296.39万 | 0.20% | 75,758 | 12,635 | 20.0% | $382.99万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $2,328.71万 | 0.20% | 760,768 | 99,674 | 15.1% | $305.10万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,353.69万 | 0.20% | 201,740 | 3,038 | 1.5% | $35.44万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $2,366.39万 | 0.20% | 623,389 | 50,481 | 8.8% | $191.63万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $2,367.34万 | 0.20% | 201,768 | 9,099 | 4.7% | $106.76万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,398.29万 | 0.20% | 474,158 | 192,903 | 68.6% | $975.70万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2,465.59万 | 0.21% | 359,730 | 53,616 | 17.5% | $367.48万 | 加仓 |
| CB | CHUBB LIMITED | $2,472.78万 | 0.21% | 72,571 | 1,254 | 1.8% | $42.73万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,510.51万 | 0.21% | 412,981 | -8,814 | -2.1% | -$53.58万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,555.24万 | 0.22% | 685,786 | 35,491 | 5.5% | $132.24万 | 加仓 |
| ORCL | ORACLE CORP | $2,557.04万 | 0.22% | 174,482 | 14,385 | 9.0% | $210.81万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,572.82万 | 0.22% | 35,585 | 13,338 | 60.0% | $964.35万 | 加仓 |
| IJS | ISHARES TR | $2,575.56万 | 0.22% | 188,438 | 127,398 | 208.7% | $1,741.27万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2,586.76万 | 0.22% | 59,954 | 16,974 | 39.5% | $732.36万 | 加仓 |
| IVE | ISHARES TR | $2,604.50万 | 0.22% | 114,705 | -4,326 | -3.6% | -$98.23万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,617.26万 | 0.22% | 164,960 | 15,867 | 10.6% | $251.75万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,636.87万 | 0.22% | 166,859 | 3,226 | 2.0% | $50.98万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,647.23万 | 0.23% | 276,849 | 4,292 | 1.6% | $41.04万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,649.60万 | 0.23% | 77,696 | -10,465 | -11.9% | -$356.88万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,653.99万 | 0.23% | 124,735 | 21,991 | 21.4% | $467.90万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $2,655.71万 | 0.23% | 593,455 | 307,204 | 107.3% | $1,374.74万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,702.55万 | 0.23% | 335,429 | 85,861 | 34.4% | $691.78万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,706.72万 | 0.23% | 639,281 | 73,620 | 13.0% | $311.71万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,707.82万 | 0.23% | 308,514 | 49,644 | 19.2% | $435.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,712.92万 | 0.23% | 226,984 | 17,312 | 8.3% | $206.91万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,737.51万 | 0.23% | 186,683 | 7,432 | 4.1% | $108.98万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,748.84万 | 0.23% | 220,331 | 16,896 | 8.3% | $210.79万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,788.03万 | 0.24% | 36,534 | 1,880 | 5.4% | $143.47万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,805.27万 | 0.24% | 346,073 | 8,592 | 2.5% | $69.65万 | 加仓 |
| IUSB | ISHARES TR | $2,808.33万 | 0.24% | 608,522 | 171,223 | 39.2% | $790.19万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,825.61万 | 0.24% | 374,204 | 20,974 | 5.9% | $158.37万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,882.86万 | 0.25% | 28,504 | 2,764 | 10.7% | $279.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,052.74万 | 0.26% | 184,166 | 21,534 | 13.2% | $356.95万 | 加仓 |
| GEV | GE VERNOVA INC | $3,080.02万 | 0.26% | 26,216 | 5,037 | 23.8% | $591.78万 | 加仓 |
| EFV | ISHARES TR | $3,149.71万 | 0.27% | 411,458 | 89,390 | 27.8% | $684.28万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,169.17万 | 0.27% | 112,698 | 32,284 | 40.1% | $907.85万 | 加仓 |
| EEM | ISHARES TR | $3,188.86万 | 0.27% | 466,139 | 295,892 | 173.8% | $2,024.20万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $3,272.32万 | 0.28% | 1,215,007 | 1,215,007 | — | $3,272.32万 | 新建仓 |
| IWR | ISHARES TR | $3,302.88万 | 0.28% | 299,390 | 68,822 | 29.8% | $759.25万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,324.84万 | 0.28% | 111,613 | -1,667 | -1.5% | -$49.66万 | 减仓 |
| KO | COCA COLA CO | $3,419.27万 | 0.29% | 420,729 | 39,540 | 10.4% | $321.34万 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $3,425.57万 | 0.29% | 409,072 | 409,072 | — | $3,425.57万 | 新建仓 |
| TSLA | TESLA INC | $3,594.70万 | 0.31% | 135,987 | 53,840 | 65.5% | $1,423.22万 | 加仓 |
| MRK | MERCK & CO INC | $3,609.19万 | 0.31% | 280,871 | 26,733 | 10.5% | $343.52万 | 加仓 |
| BIL | SPDR SERIES TRUST | $3,752.54万 | 0.32% | 409,487 | -1,288,062 | -75.9% | -$1.18亿 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,781.24万 | 0.32% | 555,983 | 69,205 | 14.2% | $470.66万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $3,795.21万 | 0.32% | 707,930 | 109,443 | 18.3% | $586.72万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,847.64万 | 0.33% | 1,137,010 | 162,088 | 16.6% | $548.51万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,955.97万 | 0.34% | 332,462 | 8,274 | 2.6% | $98.45万 | 加仓 |
| ABBV | ABBVIE INC | $4,026.82万 | 0.34% | 160,023 | 3,926 | 2.5% | $98.79万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,040.70万 | 0.34% | 133,370 | 12,075 | 10.0% | $365.84万 | 加仓 |
| V | VISA INC | $4,087.01万 | 0.35% | 119,124 | 20,826 | 21.2% | $714.52万 | 加仓 |
| IVW | ISHARES TR | $4,115.73万 | 0.35% | 299,260 | 19,278 | 6.9% | $265.13万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $4,263.35万 | 0.36% | 453,934 | -6,616 | -1.4% | -$62.14万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4,283.98万 | 0.36% | 98,862 | 16,661 | 20.3% | $721.97万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $4,311.63万 | 0.37% | 568,217 | 5,853 | 1.0% | $44.41万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,320.98万 | 0.37% | 522,804 | 192,755 | 58.4% | $1,593.12万 | 加仓 |
| IWF | ISHARES TR | $4,324.51万 | 0.37% | 348,273 | 102,605 | 41.8% | $1,274.05万 | 加仓 |
| EFA | ISHARES TR | $4,347.45万 | 0.37% | 418,507 | 36,527 | 9.6% | $379.44万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,775.89万 | 0.41% | 543,456 | 38,032 | 7.5% | $334.23万 | 加仓 |
| HD | HOME DEPOT INC | $4,776.62万 | 0.41% | 135,438 | 11,822 | 9.6% | $416.94万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,786.25万 | 0.41% | 971,237 | 19,594 | 2.1% | $96.56万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,844.32万 | 0.41% | 83,392 | -3,904 | -4.5% | -$226.79万 | 减仓 |
| TLT | ISHARES TR | $4,855.07万 | 0.41% | 561,799 | 113,558 | 25.3% | $981.37万 | 加仓 |
| CAT | CATERPILLAR INC | $4,915.22万 | 0.42% | 46,157 | 5,425 | 13.3% | $577.70万 | 加仓 |
| BAC | BANK OF AMER CORP | $5,086.00万 | 0.43% | 892,594 | 56,623 | 6.8% | $322.64万 | 加仓 |
| GLD | SPDR GOLD TR | $5,094.87万 | 0.43% | 138,305 | -108,933 | -44.1% | -$4,012.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,095.14万 | 0.43% | 101,823 | 15,892 | 18.5% | $795.22万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5,271.73万 | 0.45% | 1,116,891 | 104,830 | 10.4% | $494.80万 | 加仓 |
| IWD | ISHARES TR | $5,403.19万 | 0.46% | 222,877 | 33,293 | 17.6% | $807.12万 | 加仓 |