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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $5,436.11万 | 0.46% | 462,806 | 93,890 | 25.5% | $1,102.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,492.73万 | 0.47% | 770,910 | 350,680 | 83.4% | $2,498.59万 | 加仓 |
| BOND | PIMCO ETF TR | $5,554.70万 | 0.47% | 602,397 | 35,490 | 6.3% | $327.25万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5,563.33万 | 0.47% | 235,116 | 44,559 | 23.4% | $1,054.36万 | 加仓 |
| SMH | VANECK ETF TRUST | $5,578.23万 | 0.47% | 85,048 | -3,640 | -4.1% | -$238.74万 | 减仓 |
| LLY | ELI LILLY & CO | $5,617.63万 | 0.48% | 46,836 | 4,003 | 9.3% | $480.13万 | 加仓 |
| IWM | ISHARES TR | $5,711.61万 | 0.49% | 190,102 | 77,445 | 68.7% | $2,326.83万 | 加仓 |
| IEMG | ISHARES INC | $5,759.97万 | 0.49% | 695,313 | 76,816 | 12.4% | $636.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5,911.43万 | 0.50% | 232,761 | 35,993 | 18.3% | $914.11万 | 加仓 |
| IJH | ISHARES TR | $6,366.22万 | 0.54% | 825,602 | 286,780 | 53.2% | $2,211.36万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,523.74万 | 0.56% | 1,092,938 | 147,138 | 15.6% | $878.27万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $6,530.77万 | 0.56% | 1,435,649 | 111,744 | 8.4% | $508.32万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $6,547.82万 | 0.56% | 1,315,350 | -109,490 | -7.7% | -$545.04万 | 减仓 |
| AGG | ISHARES TR | $7,058.20万 | 0.60% | 713,093 | 301,020 | 73.1% | $2,979.50万 | 加仓 |
| WMT | WALMART INC | $7,236.45万 | 0.62% | 638,924 | -5,259 | -0.8% | -$59.56万 | 减仓 |
| META | META PLATFORMS INC | $7,696.30万 | 0.65% | 136,631 | 8,707 | 6.8% | $490.46万 | 加仓 |
| IJR | ISHARES TR | $8,040.49万 | 0.68% | 542,141 | 165,172 | 43.8% | $2,449.67万 | 加仓 |
| IEFA | ISHARES TR | $9,004.93万 | 0.77% | 932,380 | 224,235 | 31.7% | $2,165.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $9,068.33万 | 0.77% | 277,039 | 34,293 | 14.1% | $1,122.51万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $9,141.01万 | 0.78% | 479,793 | 69,960 | 17.1% | $1,332.88万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $9,246.39万 | 0.79% | 1,073,414 | 308,978 | 40.4% | $2,661.54万 | 加仓 |
| GOOG | ALPHABET INC | $1.00亿 | 0.85% | 283,891 | 21,737 | 8.3% | $768.04万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.05亿 | 0.90% | 483,371 | 139,888 | 40.7% | $3,048.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.05亿 | 0.90% | 91,350 | -27,548 | -23.2% | -$3,179.84万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.07亿 | 0.91% | 290,150 | 114,701 | 65.4% | $4,244.39万 | 加仓 |
| AVGO | BROADCOM INC | $1.15亿 | 0.98% | 303,319 | 30,357 | 11.1% | $1,146.74万 | 加仓 |
| IVV | ISHARES TR | $1.50亿 | 1.27% | 199,808 | 38,928 | 24.2% | $2,915.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.50亿 | 1.28% | 203,613 | 62,162 | 43.9% | $4,577.62万 | 加仓 |
| GOOGL | ALPHABET INC | $1.56亿 | 1.33% | 437,581 | 59,890 | 15.9% | $2,140.29万 | 加仓 |
| AMZN | AMAZON COM INC | $1.72亿 | 1.46% | 720,984 | 64,568 | 9.8% | $1,538.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.75亿 | 1.49% | 234,947 | 44,339 | 23.3% | $3,311.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.41亿 | 2.05% | 644,821 | 63,828 | 11.0% | $2,380.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.93亿 | 2.49% | 1,463,389 | 94,650 | 6.9% | $1,893.85万 | 加仓 |
| AAPL | APPLE INC | $3.23亿 | 2.75% | 1,133,468 | 66,108 | 6.2% | $1,885.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3.73亿 | 3.18% | 543,613 | 199,496 | 58.0% | $1.37亿 | 加仓 |