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 |
|---|---|---|---|---|---|---|---|---|
| VNQI | VANGUARD INTL EQUITY INDEX F | $20.39万 | 0.00% | 4,546 | 4,546 | — | $20.39万 | 新建仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $20.41万 | 0.00% | 5,197 | 5,197 | — | $20.41万 | 新建仓 |
| GNR | SPDR INDEX SHS FDS | $20.42万 | 0.00% | 3,033 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $20.44万 | 0.00% | 1,144 | 1,144 | — | $20.44万 | 新建仓 |
| OKTA | OKTA INC 看涨期权 | $20.47万 | 0.00% | 1,500 | 1,500 | — | $20.47万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $20.51万 | 0.00% | 3,025 | 3,025 | — | $20.51万 | 新建仓 |
| KB | KB FINL GROUP INC | $20.54万 | 0.00% | 1,957 | 1,957 | — | $20.54万 | 新建仓 |
| UMAR | INNOVATOR ETFS TRUST | $20.56万 | 0.00% | 4,867 | 4,867 | — | $20.56万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $20.63万 | 0.00% | 6,068 | -1,604 | -20.9% | -$5.45万 | 重新持有 |
| USMF | WISDOMTREE TR | $20.72万 | 0.00% | 3,819 | -2,966 | -43.7% | -$16.09万 | 减仓 |
| EPR | EPR PPTYS | $20.75万 | 0.00% | 3,577 | -12,101 | -77.2% | -$70.20万 | 重新持有 |
| FWONK | LIBERTY MEDIA CORP DEL | $20.76万 | 0.00% | 2,182 | 2,182 | — | $20.76万 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $20.81万 | 0.00% | 14,217 | 721 | 5.3% | $1.06万 | 加仓 |
| LIT | GLOBAL X FDS | $20.85万 | 0.00% | 2,664 | 2,664 | — | $20.85万 | 新建仓 |
| NNN | NNN REIT INC | $20.87万 | 0.00% | 4,486 | 4,486 | — | $20.87万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $20.87万 | 0.00% | 4,093 | -404 | -9.0% | -$2.06万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $20.88万 | 0.00% | 1,894 | 1,894 | — | $20.88万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $20.94万 | 0.00% | 1,996 | 1,996 | — | $20.94万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.03万 | 0.00% | 8,094 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $21.06万 | 0.00% | 2,434 | 2,434 | — | $21.06万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $21.07万 | 0.00% | 1,632 | 1,632 | — | $21.07万 | 新建仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $21.13万 | 0.00% | 19,675 | -157 | -0.8% | -$1,686 | 减仓 |
| ATEN | A10 NETWORKS INC | $21.14万 | 0.00% | 5,659 | 5,659 | — | $21.14万 | 新建仓 |
| — | GRANITESHARES PLATINUM TR | $21.24万 | 0.00% | 14,216 | -924 | -6.1% | -$1.38万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $21.26万 | 0.00% | 6,006 | -2,379 | -28.4% | -$8.42万 | 减仓 |
| TXG | 10X GENOMICS INC | $21.28万 | 0.00% | 5,551 | 5,551 | — | $21.28万 | 新建仓 |
| NI | NISOURCE INC | $21.29万 | 0.00% | 4,478 | 4,478 | — | $21.29万 | 新建仓 |
| — | UY SCUTI ACQUISITION CORP. | $21.32万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $21.37万 | 0.00% | 2,201 | -379 | -14.7% | -$3.68万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $21.46万 | 0.00% | 6,988 | 966 | 16.0% | $2.97万 | 加仓 |
| SMB | VANECK ETF TRUST | $21.49万 | 0.00% | 12,385 | 329 | 2.7% | $5,708 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $21.51万 | 0.00% | 17,474 | 897 | 5.4% | $1.10万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $21.57万 | 0.00% | 1,313 | -80 | -5.7% | -$1.31万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $21.66万 | 0.00% | 1,932 | 1,932 | — | $21.66万 | 新建仓 |
| KWR | QUAKER HOUGHTON | $21.69万 | 0.00% | 1,365 | 1,365 | — | $21.69万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $21.70万 | 0.00% | 4,341 | 4,341 | — | $21.70万 | 新建仓 |
| — | HENNESSY ADVISORS INC | $21.72万 | 0.00% | 21,396 | 10,857 | 103.0% | $11.02万 | 加仓 |
| STM | STMICROELECTRONICS N V | $21.73万 | 0.00% | 2,901 | 2,901 | — | $21.73万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $21.74万 | 0.00% | 2,302 | -2,329 | -50.3% | -$21.99万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $21.78万 | 0.00% | 1,465 | 174 | 13.5% | $2.59万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $21.80万 | 0.00% | 4,227 | 4,227 | — | $21.80万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $21.81万 | 0.00% | 5,731 | 5,731 | — | $21.81万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $21.81万 | 0.00% | 6,664 | -1,863 | -21.8% | -$6.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $21.86万 | 0.00% | 2,666 | 2,666 | — | $21.86万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $21.89万 | 0.00% | 587 | 587 | — | $21.89万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $21.93万 | 0.00% | 1,300 | 1,300 | — | $21.93万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $21.93万 | 0.00% | 3,228 | 3,228 | — | $21.93万 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $21.95万 | 0.00% | 1,500 | 1,500 | — | $21.95万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $21.96万 | 0.00% | 1,243 | -732 | -37.1% | -$12.93万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $21.97万 | 0.00% | 2,265 | -210 | -8.5% | -$2.04万 | 重新持有 |
| VFMF | VANGUARD WELLINGTON FD | $21.98万 | 0.00% | 1,242 | 1,242 | — | $21.98万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $22.02万 | 0.00% | 4,102 | 1,022 | 33.2% | $5.49万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.04万 | 0.00% | 6,277 | 6,277 | — | $22.04万 | 新建仓 |
| — | CALAMOS ETF TR | $22.14万 | 0.00% | 7,566 | 7,566 | — | $22.14万 | 新建仓 |
| — | WISDOMTREE TR | $22.16万 | 0.00% | 7,720 | 7,720 | — | $22.16万 | 新建仓 |
| LRGF | ISHARES TR | $22.18万 | 0.00% | 2,933 | 2,933 | — | $22.18万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $22.30万 | 0.00% | 3,274 | 3,274 | — | $22.30万 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $22.40万 | 0.00% | 5,819 | 31 | 0.5% | $1,194 | 加仓 |
| FULT | FULTON FINL CORP PA | $22.41万 | 0.00% | 9,264 | 9,264 | — | $22.41万 | 新建仓 |
| FSV | FIRSTSERVICE CORP NEW | $22.41万 | 0.00% | 1,577 | -118 | -7.0% | -$1.68万 | 减仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $22.48万 | 0.00% | 65,717 | -4,908 | -6.9% | -$1.68万 | 减仓 |
| EVR | EVERCORE INC | $22.48万 | 0.00% | 658 | -61 | -8.5% | -$2.08万 | 减仓 |
| QLTA | ISHARES TR | $22.53万 | 0.00% | 4,742 | -3,713 | -43.9% | -$17.64万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $22.56万 | 0.00% | 6,686 | -143 | -2.1% | -$4,824 | 减仓 |
| OSK | OSHKOSH CORP | $22.60万 | 0.00% | 1,473 | -297 | -16.8% | -$4.56万 | 减仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $22.67万 | 0.00% | 9,199 | -5,630 | -38.0% | -$13.87万 | 减仓 |
| — | DESTINATION XL GROUP INC | $22.69万 | 0.00% | 338,723 | 61,938 | 22.4% | $4.15万 | 加仓 |
| — | ISHARES ETHEREUM TR | $22.79万 | 0.00% | 19,167 | -106,644 | -84.8% | -$126.80万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $22.81万 | 0.00% | 5,581 | -377 | -6.3% | -$1.54万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.89万 | 0.00% | 8,114 | 315 | 4.0% | $8,888 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $22.89万 | 0.00% | 616 | 616 | — | $22.89万 | 新建仓 |
| WOLF | WOLFSPEED INC | $22.92万 | 0.00% | 4,750 | 4,750 | — | $22.92万 | 新建仓 |
| NTR | NUTRIEN LTD | $22.98万 | 0.00% | 3,649 | 521 | 16.7% | $3.28万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $22.98万 | 0.00% | 5,276 | -1,645 | -23.8% | -$7.16万 | 减仓 |
| SETM | SPROTT FDS TR | $23.06万 | 0.00% | 7,400 | 7,400 | — | $23.06万 | 新建仓 |
| FBNC | FIRST BANCORP N C | $23.10万 | 0.00% | 3,613 | -60 | -1.6% | -$3,836 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $23.12万 | 0.00% | 5,677 | 1 | 0.0% | $41 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $23.23万 | 0.00% | 6,251 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $23.25万 | 0.00% | 6,731 | 6,731 | — | $23.25万 | 新建仓 |
| RKT | ROCKET COS INC | $23.28万 | 0.00% | 14,784 | -387 | -2.6% | -$6,095 | 减仓 |
| ALKS | ALKERMES PLC | $23.36万 | 0.00% | 4,459 | 4,459 | — | $23.36万 | 新建仓 |
| BIDU | BAIDU INC | $23.37万 | 0.00% | 2,045 | -90 | -4.2% | -$1.03万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $23.39万 | 0.00% | 2,983 | 2,983 | — | $23.39万 | 新建仓 |
| MRCY | MERCURY SYS INC | $23.43万 | 0.00% | 1,915 | 1,915 | — | $23.43万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $23.43万 | 0.00% | 8,012 | 8,012 | — | $23.43万 | 新建仓 |
| COKE | COCA COLA CONS INC | $23.45万 | 0.00% | 1,228 | 57 | 4.9% | $1.09万 | 加仓 |
| — | WEBSTER FINL CORP | $23.51万 | 0.00% | 3,077 | 91 | 3.0% | $6,954 | 加仓 |
| SJM | SMUCKER J M CO | $23.53万 | 0.00% | 2,091 | -171 | -7.6% | -$1.92万 | 重新持有 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $23.61万 | 0.00% | 1,926 | -134 | -6.5% | -$1.64万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $23.61万 | 0.00% | 980 | 980 | — | $23.61万 | 新建仓 |
| RKT | ROCKET COS INC 看涨期权 | $23.62万 | 0.00% | 15,000 | 5,000 | 50.0% | $7.88万 | 重新持有 |
| HHH | HOWARD HUGHES HOLDINGS INC | $23.69万 | 0.00% | 3,313 | 3,313 | — | $23.69万 | 新建仓 |
| MTRN | MATERION CORP | $23.73万 | 0.00% | 798 | 798 | — | $23.73万 | 新建仓 |
| LGN | LEGENCE CORP | $23.74万 | 0.00% | 2,785 | 2,785 | — | $23.74万 | 新建仓 |
| KRC | KILROY REALTY CORP | $23.75万 | 0.00% | 6,339 | 717 | 12.8% | $2.69万 | 重新持有 |
| CAH | CARDINAL HEALTH INC 看涨期权 | $23.76万 | 0.00% | 1,000 | 1,000 | — | $23.76万 | 新建仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $23.76万 | 0.00% | 3,128 | -125 | -3.8% | -$9,494 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $23.77万 | 0.00% | 1,926 | 1,926 | — | $23.77万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $23.77万 | 0.00% | 1,483 | -187 | -11.2% | -$3.00万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $23.81万 | 0.00% | 7,940 | 7,940 | — | $23.81万 | 新建仓 |