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 |
|---|---|---|---|---|---|---|---|---|
| AR | ANTERO RESOURCES CORP | $23.92万 | 0.00% | 6,808 | 553 | 8.8% | $1.94万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $23.93万 | 0.00% | 3,213 | -9 | -0.3% | -$670 | 减仓 |
| AIZ | ASSURANT INC | $24.04万 | 0.00% | 895 | 895 | — | $24.04万 | 新建仓 |
| — | ARCOSA INC | $24.04万 | 0.00% | 1,654 | 1,654 | — | $24.04万 | 新建仓 |
| — | EA SERIES TRUST | $24.05万 | 0.00% | 7,179 | 23 | 0.3% | $770 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $24.13万 | 0.00% | 2,799 | 2,799 | — | $24.13万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $24.14万 | 0.00% | 3,978 | -19,608 | -83.1% | -$118.97万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $24.16万 | 0.00% | 1,168 | 1,168 | — | $24.16万 | 新建仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $24.19万 | 0.00% | 3,169 | 324 | 11.4% | $2.47万 | 加仓 |
| PINS | PINTEREST INC | $24.20万 | 0.00% | 11,507 | -731 | -6.0% | -$1.54万 | 减仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $24.21万 | 0.00% | 8,643 | 167 | 2.0% | $4,678 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $24.28万 | 0.00% | 4,651 | -657 | -12.4% | -$3.43万 | 重新持有 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $24.33万 | 0.00% | 2,156 | -18 | -0.8% | -$2,031 | 减仓 |
| FLO | FLOWERS FOODS INC | $24.34万 | 0.00% | 30,810 | 5,688 | 22.6% | $4.49万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $24.35万 | 0.00% | 17,427 | -3,000 | -14.7% | -$4.19万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $24.41万 | 0.00% | 1,471 | 1,471 | — | $24.41万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $24.43万 | 0.00% | 16,678 | -915 | -5.2% | -$1.34万 | 减仓 |
| SOLV | SOLVENTUM CORP | $24.46万 | 0.00% | 3,170 | 510 | 19.2% | $3.93万 | 重新持有 |
| HLNE | HAMILTON LANE INC | $24.47万 | 0.00% | 3,104 | 876 | 39.3% | $6.91万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.50万 | 0.00% | 5,854 | 5,854 | — | $24.50万 | 新建仓 |
| FOXA | FOX CORP | $24.68万 | 0.00% | 4,730 | -1,051 | -18.2% | -$5.48万 | 减仓 |
| CROX | CROCS INC | $24.74万 | 0.00% | 2,051 | -381 | -15.7% | -$4.60万 | 减仓 |
| IMMX | IMMIX BIOPHARMA INC | $24.74万 | 0.00% | 24,000 | -251 | -1.0% | -$2,588 | 减仓 |
| ANGO | ANGIODYNAMICS INC | $24.75万 | 0.00% | 19,024 | -2,653 | -12.2% | -$3.45万 | 减仓 |
| E | ENI SPA | $24.87万 | 0.00% | 5,306 | 1,486 | 38.9% | $6.96万 | 加仓 |
| TSN | TYSON FOODS INC | $24.87万 | 0.00% | 4,345 | -660 | -13.2% | -$3.78万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.90万 | 0.00% | 7,578 | 7,578 | — | $24.90万 | 新建仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $24.93万 | 0.00% | 3,185 | -295 | -8.5% | -$2.31万 | 减仓 |
| MATX | MATSON INC | $24.95万 | 0.00% | 1,298 | 18 | 1.4% | $3,459 | 加仓 |
| ALV | AUTOLIV INC | $24.95万 | 0.00% | 2,148 | -200 | -8.5% | -$2.32万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $24.97万 | 0.00% | 7,213 | 7,213 | — | $24.97万 | 新建仓 |
| — | ETF SER SOLUTIONS | $25.02万 | 0.00% | 5,236 | -1,101 | -17.4% | -$5.26万 | 减仓 |
| CRAI | CRA INTL INC | $25.10万 | 0.00% | 1,764 | -212 | -10.7% | -$3.02万 | 减仓 |
| HUT | HUT 8 CORP | $25.32万 | 0.00% | 2,193 | -2,922 | -57.1% | -$33.73万 | 重新持有 |
| COLB | COLUMBIA BKG SYS INC | $25.39万 | 0.00% | 7,921 | 220 | 2.9% | $7,051 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.40万 | 0.00% | 10,981 | 2,018 | 22.5% | $4.67万 | 加仓 |
| CPT | CAMDEN PPTY TR | $25.43万 | 0.00% | 2,221 | 76 | 3.5% | $8,701 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $25.44万 | 0.00% | 9,980 | 0 | 0.0% | — | 不变 |
| XES | SPDR SERIES TRUST | $25.44万 | 0.00% | 2,270 | 2,270 | — | $25.44万 | 新建仓 |
| ESAB | ESAB CORPORATION | $25.49万 | 0.00% | 2,584 | -63 | -2.4% | -$6,214 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $25.49万 | 0.00% | 10,400 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $25.52万 | 0.00% | 3,416 | -29 | -0.8% | -$2,167 | 减仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $25.59万 | 0.00% | 6,493 | 225 | 3.6% | $8,867 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $25.66万 | 0.00% | 2,816 | 2,816 | — | $25.66万 | 新建仓 |
| SCHL | SCHOLASTIC CORP | $25.68万 | 0.00% | 5,583 | -299 | -5.1% | -$1.38万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $25.68万 | 0.00% | 23,034 | 23,034 | — | $25.68万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $25.74万 | 0.00% | 9,587 | 9,587 | — | $25.74万 | 新建仓 |
| NTNX | NUTANIX INC | $25.80万 | 0.00% | 5,062 | -1,811 | -26.3% | -$9.23万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $26.00万 | 0.00% | 3,594 | 178 | 5.2% | $1.29万 | 加仓 |
| — | STRATEGY SHS | $26.03万 | 0.00% | 10,350 | -612 | -5.6% | -$1.54万 | 减仓 |
| VLO | VALERO ENERGY CORP 看涨期权 | $26.04万 | 0.00% | 1,000 | 1,000 | — | $26.04万 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $26.09万 | 0.00% | 3,421 | -480 | -12.3% | -$3.66万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $26.10万 | 0.00% | 1,227 | 1,227 | — | $26.10万 | 新建仓 |
| SYM | SYMBOTIC INC | $26.12万 | 0.00% | 5,811 | 287 | 5.2% | $1.29万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $26.13万 | 0.00% | 1,868 | -1,157 | -38.2% | -$16.18万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $26.18万 | 0.00% | 1,943 | -51 | -2.6% | -$6,872 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $26.20万 | 0.00% | 9,279 | -174 | -1.8% | -$4,914 | 减仓 |
| SMH | VANECK ETF TRUST 看涨期权 | $26.24万 | 0.00% | 400 | 400 | — | $26.24万 | 新建仓 |
| RVLV | REVOLVE GROUP INC | $26.25万 | 0.00% | 11,468 | -129 | -1.1% | -$2,953 | 减仓 |
| GH | GUARDANT HEALTH INC | $26.29万 | 0.00% | 1,752 | 1,752 | — | $26.29万 | 新建仓 |
| — | VANECK ETF TRUST | $26.31万 | 0.00% | 7,084 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $26.32万 | 0.00% | 14,504 | -778 | -5.1% | -$1.41万 | 减仓 |
| POST | POST HLDGS INC | $26.36万 | 0.00% | 2,987 | 153 | 5.4% | $1.35万 | 加仓 |
| — | CALAMOS ETF TR | $26.39万 | 0.00% | 9,552 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $26.39万 | 0.00% | 11,804 | 11,804 | — | $26.39万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $26.51万 | 0.00% | 916 | 916 | — | $26.51万 | 新建仓 |
| — | ZACKS TRUST | $26.51万 | 0.00% | 8,343 | 230 | 2.8% | $7,309 | 加仓 |
| MLI | MUELLER INDS INC | $26.53万 | 0.00% | 2,158 | -19 | -0.9% | -$2,336 | 减仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $26.57万 | 0.00% | 28,032 | 0 | 0.0% | — | 不变 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $26.58万 | 0.00% | 4,982 | 4 | 0.1% | $213 | 加仓 |
| USFD | US FOODS HLDG CORP | $26.65万 | 0.00% | 2,607 | 2,607 | — | $26.65万 | 新建仓 |
| R | RYDER SYS INC | $26.70万 | 0.00% | 1,012 | 1,012 | — | $26.70万 | 新建仓 |
| IMTB | ISHARES TR | $26.71万 | 0.00% | 6,125 | -106 | -1.7% | -$4,623 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $26.72万 | 0.00% | 4,188 | 4,188 | — | $26.72万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $26.84万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $26.91万 | 0.00% | 1,715 | 32 | 1.9% | $5,022 | 加仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $26.94万 | 0.00% | 29,253 | 772 | 2.7% | $7,110 | 加仓 |
| WRD | WERIDE INC | $26.95万 | 0.00% | 46,300 | 11,000 | 31.2% | $6.40万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $26.95万 | 0.00% | 2,263 | 2,263 | — | $26.95万 | 新建仓 |
| ELF | E L F BEAUTY INC | $26.97万 | 0.00% | 3,644 | -275 | -7.0% | -$2.04万 | 减仓 |
| BXC | BLUELINX HLDGS INC | $26.97万 | 0.00% | 4,358 | 44 | 1.0% | $2,723 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $27.03万 | 0.00% | 772 | -29 | -3.6% | -$1.02万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $27.04万 | 0.00% | 6,262 | -1,267 | -16.8% | -$5.47万 | 减仓 |
| BCI | ABRDN ETFS | $27.15万 | 0.00% | 12,155 | -1,063 | -8.0% | -$2.37万 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $27.17万 | 0.00% | 9,679 | 175 | 1.8% | $4,912 | 加仓 |
| EWG | ISHARES INC | $27.20万 | 0.00% | 6,575 | -323 | -4.7% | -$1.34万 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $27.23万 | 0.00% | 47,447 | 47,447 | — | $27.23万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $27.24万 | 0.00% | 4,144 | 4,144 | — | $27.24万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $27.31万 | 0.00% | 11,260 | 11,260 | — | $27.31万 | 新建仓 |
| HL | HECLA MINING COMPANY | $27.41万 | 0.00% | 17,762 | -18,689 | -51.3% | -$28.84万 | 减仓 |
| EUFN | ISHARES TR | $27.63万 | 0.00% | 7,087 | 7,087 | — | $27.63万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $27.64万 | 0.00% | 4,534 | 346 | 8.3% | $2.11万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $27.72万 | 0.00% | 2,060 | 131 | 6.8% | $1.76万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $27.74万 | 0.00% | 20,367 | -685 | -3.3% | -$9,330 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $27.75万 | 0.00% | 7,784 | 1,065 | 15.9% | $3.80万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $27.82万 | 0.00% | 9,263 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $27.86万 | 0.00% | 4,232 | 517 | 13.9% | $3.40万 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $27.89万 | 0.00% | 10,054 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $27.91万 | 0.00% | 12,570 | -1,100 | -8.0% | -$2.44万 | 减仓 |
| HDB | HDFC BANK LTD | $28.01万 | 0.00% | 10,844 | 10,844 | — | $28.01万 | 新建仓 |