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 |
|---|---|---|---|---|---|---|---|---|
| MAT | MATTEL INC | $15.25万 | 0.00% | 10,493 | 10,493 | — | $15.25万 | 新建仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $15.34万 | 0.00% | 400 | 400 | — | $15.34万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $15.38万 | 0.00% | 10,242 | 152 | 1.5% | $2,283 | 加仓 |
| — | INVESCO MUNI INCOME OPP TRST | $15.75万 | 0.00% | 25,646 | 0 | 0.0% | — | 不变 |
| YYY | AMPLIFY ETF TR | $16.12万 | 0.00% | 14,614 | -380 | -2.5% | -$4,191 | 减仓 |
| — | EATON VANCE SR FLTNG RTE TR | $16.17万 | 0.00% | 15,338 | 9 | 0.1% | $95 | 加仓 |
| MSIF | MSC INCOME FUND INC | $16.19万 | 0.00% | 13,289 | -10,602 | -44.4% | -$12.91万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $16.24万 | 0.00% | 17,185 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TR | $16.31万 | 0.00% | 15,666 | 0 | 0.0% | — | 不变 |
| BLW | BLACKROCK LTD DURATION INCOM | $16.33万 | 0.00% | 12,971 | -68 | -0.5% | -$856 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $16.50万 | 0.00% | 11,552 | -399 | -3.3% | -$5,698 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $16.56万 | 0.00% | 21,875 | 21,875 | — | $16.56万 | 新建仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $16.70万 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $16.88万 | 0.00% | 13,102 | -7,000 | -34.8% | -$9.02万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $16.92万 | 0.00% | 13,888 | 2,221 | 19.0% | $2.71万 | 加仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $17.03万 | 0.00% | 41,957 | 26,159 | 165.6% | $10.62万 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $17.30万 | 0.00% | 12,790 | -29,392 | -69.7% | -$39.77万 | 减仓 |
| NFLX | NETFLIX INC. 看涨期权 | $17.31万 | 0.00% | 1,800 | 1,800 | — | $17.31万 | 新建仓 |
| FNB | F N B CORP | $17.37万 | 0.00% | 10,392 | 10,392 | — | $17.37万 | 新建仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $17.84万 | 0.00% | 29,014 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOME OP | $17.96万 | 0.00% | 49,488 | 112 | 0.2% | $407 | 加仓 |
| PCG | PG&E CORP | $18.25万 | 0.00% | 10,389 | 10,389 | — | $18.25万 | 新建仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $18.89万 | 0.00% | 18,340 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $19.06万 | 0.00% | 4,069 | -2,566 | -38.7% | -$12.02万 | 减仓 |
| USAR | USA RARE EARTH INC | $19.16万 | 0.00% | 12,660 | 12,660 | — | $19.16万 | 新建仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $19.48万 | 0.00% | 19,832 | -405 | -2.0% | -$3,977 | 减仓 |
| — | KRANESHARES TRUST | $19.56万 | 0.00% | 20,805 | 20,805 | — | $19.56万 | 新建仓 |
| EQIX | EQUINIX INC 看涨期权 | $19.60万 | 0.00% | 200 | 200 | — | $19.60万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $19.98万 | 0.00% | 16,577 | 2,023 | 13.9% | $2.44万 | 加仓 |
| ARGX | ARGENX SE | $20.01万 | 0.00% | 274 | 274 | — | $20.01万 | 新建仓 |
| BMI | BADGER METER INC | $20.02万 | 0.00% | 1,314 | -369 | -21.9% | -$5.62万 | 减仓 |
| IAUM | ISHARES GOLD TR | $20.06万 | 0.00% | 4,296 | 4,296 | — | $20.06万 | 新建仓 |
| ENTG | ENTEGRIS INC | $20.06万 | 0.00% | 1,711 | 1,711 | — | $20.06万 | 新建仓 |
| KVUE | KENVUE INC | $20.13万 | 0.00% | 11,678 | -1,362 | -10.4% | -$2.35万 | 减仓 |
| HUM | HUMANA INC | $20.14万 | 0.00% | 1,161 | -42 | -3.5% | -$7,286 | 减仓 |
| CROX | CROCS INC | $20.19万 | 0.00% | 2,432 | 2,432 | — | $20.19万 | 新建仓 |
| MEAR | ISHARES U S ETF TR | $20.22万 | 0.00% | 4,016 | 0 | 0.0% | — | 不变 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $20.28万 | 0.00% | 4,287 | 4,287 | — | $20.28万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $20.31万 | 0.00% | 161 | 161 | — | $20.31万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $20.34万 | 0.00% | 1,111 | 1,111 | — | $20.34万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $20.35万 | 0.00% | 9,504 | 9,504 | — | $20.35万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $20.36万 | 0.00% | 3,080 | 3,080 | — | $20.36万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $20.39万 | 0.00% | 1,393 | 1,393 | — | $20.39万 | 新建仓 |
| PRDO | PERDOCEO ED CORP | $20.40万 | 0.00% | 5,482 | -1,812 | -24.8% | -$6.74万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $20.41万 | 0.00% | 1,818 | 24 | 1.3% | $2,695 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $20.44万 | 0.00% | 6,022 | 6,022 | — | $20.44万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $20.47万 | 0.00% | 25,122 | -532 | -2.1% | -$4,336 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $20.52万 | 0.00% | 9,263 | 9,263 | — | $20.52万 | 新建仓 |
| RS | RELIANCE INC | $20.54万 | 0.00% | 676 | 676 | — | $20.54万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $20.55万 | 0.00% | 6,732 | 6,732 | — | $20.55万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.55万 | 0.00% | 8,094 | 8,094 | — | $20.55万 | 新建仓 |
| — | HIGH TIDE INC | $20.59万 | 0.00% | 89,915 | 89,915 | — | $20.59万 | 新建仓 |
| ARKF | ARK ETF TR | $20.61万 | 0.00% | 5,421 | -1,074 | -16.5% | -$4.08万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $20.66万 | 0.00% | 2,845 | 2,845 | — | $20.66万 | 新建仓 |
| FBNC | FIRST BANCORP N C | $20.70万 | 0.00% | 3,673 | -3,643 | -49.8% | -$20.53万 | 减仓 |
| — | RYTHM INC | $20.72万 | 0.00% | 11,321 | 11,321 | — | $20.72万 | 新建仓 |
| — | WEBSTER FINL CORP | $20.73万 | 0.00% | 2,986 | 2,986 | — | $20.73万 | 新建仓 |
| — | UY SCUTI ACQUISITION CORP. | $20.76万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $20.81万 | 0.00% | 8,963 | -211 | -2.3% | -$4,899 | 减仓 |
| SMB | VANECK ETF TRUST | $20.86万 | 0.00% | 12,056 | 1,062 | 9.7% | $1.84万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $20.86万 | 0.00% | 2,810 | 2,810 | — | $20.86万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $20.95万 | 0.00% | 2,145 | -12 | -0.6% | -$1,172 | 减仓 |
| MATX | MATSON INC | $20.98万 | 0.00% | 1,280 | 1,280 | — | $20.98万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $21.10万 | 0.00% | 1,929 | 58 | 3.1% | $6,343 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $21.11万 | 0.00% | 9,271 | -19,480 | -67.8% | -$44.36万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $21.12万 | 0.00% | 7,701 | 7,701 | — | $21.12万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $21.16万 | 0.00% | 11,340 | -2,385 | -17.4% | -$4.45万 | 减仓 |
| IYT | ISHARES TR | $21.24万 | 0.00% | 2,847 | -245 | -7.9% | -$1.83万 | 重新持有 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $21.32万 | 0.00% | 13,187 | 264 | 2.0% | $4,269 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $21.39万 | 0.00% | 18,329 | 18,329 | — | $21.39万 | 新建仓 |
| EVR | EVERCORE INC | $21.47万 | 0.00% | 719 | 719 | — | $21.47万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $21.47万 | 0.00% | 1,956 | -597 | -23.4% | -$6.55万 | 重新持有 |
| EWY | ISHARES INC | $21.48万 | 0.00% | 1,746 | -858 | -32.9% | -$10.55万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $21.51万 | 0.00% | 6,476 | 6,476 | — | $21.51万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.51万 | 0.00% | 7,799 | 7,799 | — | $21.51万 | 新建仓 |
| ZS | ZSCALER INC | $21.58万 | 0.00% | 1,538 | -3,605 | -70.1% | -$50.57万 | 重新持有 |
| VLY | VALLEY NATL BANCORP | $21.60万 | 0.00% | 17,593 | 830 | 5.0% | $1.02万 | 加仓 |
| RKT | ROCKET COS INC | $21.62万 | 0.00% | 15,171 | 489 | 3.3% | $6,968 | 加仓 |
| E | ENI SPA | $21.63万 | 0.00% | 3,820 | 3,820 | — | $21.63万 | 新建仓 |
| RBC | RBC BEARINGS INC | $21.67万 | 0.00% | 399 | 399 | — | $21.67万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $21.69万 | 0.00% | 9,453 | 9,453 | — | $21.69万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $21.71万 | 0.00% | 2,060 | 2,060 | — | $21.71万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $21.72万 | 0.00% | 1,039 | -960 | -48.0% | -$20.07万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $21.77万 | 0.00% | 2,963 | 2,963 | — | $21.77万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $21.80万 | 0.00% | 6,034 | 6,034 | — | $21.80万 | 新建仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $21.89万 | 0.00% | 3,253 | 3,253 | — | $21.89万 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $21.91万 | 0.00% | 3,445 | 3,445 | — | $21.91万 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $21.91万 | 0.00% | 8,973 | -360 | -3.9% | -$8,791 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $21.93万 | 0.00% | 6,142 | -35,786 | -85.4% | -$127.75万 | 重新持有 |
| SRPT | SAREPTA THERAPEUTICS INC | $21.93万 | 0.00% | 10,080 | 10,080 | — | $21.93万 | 新建仓 |
| NTCT | NETSCOUT SYS INC | $22.00万 | 0.00% | 6,921 | -2,322 | -25.1% | -$7.38万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.04万 | 0.00% | 8,360 | 8,360 | — | $22.04万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $22.09万 | 0.00% | 10,646 | 10,646 | — | $22.09万 | 新建仓 |
| IMMX | IMMIX BIOPHARMA INC | $22.09万 | 0.00% | 24,251 | -3,180 | -11.6% | -$2.90万 | 减仓 |
| HLNE | HAMILTON LANE INC | $22.14万 | 0.00% | 2,228 | 474 | 27.0% | $4.71万 | 加仓 |
| MDB | MONGODB INC | $22.27万 | 0.00% | 910 | 22 | 2.5% | $5,385 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $22.30万 | 0.00% | 5,676 | -4,545 | -44.5% | -$17.85万 | 重新持有 |
| NBTB | NBT BANCORP INC | $22.31万 | 0.00% | 5,240 | 5,240 | — | $22.31万 | 新建仓 |
| — | ZACKS TRUST | $22.36万 | 0.00% | 8,113 | 8,113 | — | $22.36万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $22.40万 | 0.00% | 4,188 | -14,939 | -78.1% | -$79.91万 | 减仓 |