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 |
|---|---|---|---|---|---|---|---|---|
| DIAL | COLUMBIA ETF TR I | $26.29万 | 0.00% | 14,541 | 750 | 5.4% | $1.36万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $26.33万 | 0.00% | 1,088 | -1,100 | -50.3% | -$26.62万 | 减仓 |
| INCY | INCYTE CORP | $26.34万 | 0.00% | 2,799 | 2,799 | — | $26.34万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $26.35万 | 0.00% | 14,283 | -170 | -1.2% | -$3,137 | 减仓 |
| — | VANECK ETF TRUST | $26.51万 | 0.00% | 7,084 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $26.54万 | 0.00% | 4,040 | 285 | 7.6% | $1.87万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $26.55万 | 0.00% | 6,255 | 6,255 | — | $26.55万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $26.64万 | 0.00% | 6,772 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO EXCH TRADED FD TR II | $26.71万 | 0.00% | 2,304 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $26.73万 | 0.00% | 1,975 | 385 | 24.2% | $5.21万 | 加仓 |
| CNM | CORE & MAIN INC | $26.74万 | 0.00% | 5,413 | 5,413 | — | $26.74万 | 新建仓 |
| — | ETF SER SOLUTIONS | $26.74万 | 0.00% | 6,337 | -6,338 | -50.0% | -$26.75万 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $26.78万 | 0.00% | 8,614 | 8,614 | — | $26.78万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $26.91万 | 0.00% | 1,560 | 221 | 16.5% | $3.81万 | 加仓 |
| ORI | OLD REP INTL CORP | $26.93万 | 0.00% | 6,750 | 6,750 | — | $26.93万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $26.98万 | 0.00% | 1,278 | 5 | 0.4% | $1,055 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $27.01万 | 0.00% | 8,644 | 8,644 | — | $27.01万 | 新建仓 |
| IIIV | I3 VERTICALS INC | $27.01万 | 0.00% | 12,079 | 347 | 3.0% | $7,759 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $27.04万 | 0.00% | 1,766 | -1,499 | -45.9% | -$22.95万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $27.12万 | 0.00% | 17,251 | -569 | -3.2% | -$8,945 | 减仓 |
| ALLE | ALLEGION PLC | $27.17万 | 0.00% | 1,870 | -970 | -34.2% | -$14.10万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $27.23万 | 0.00% | 450 | -377 | -45.6% | -$22.81万 | 减仓 |
| STGW | STAGWELL INC | $27.24万 | 0.00% | 43,310 | 34 | 0.1% | $214 | 加仓 |
| ISTR | INVESTAR HOLDING CORP | $27.27万 | 0.00% | 10,000 | 10,000 | — | $27.27万 | 新建仓 |
| — | SEMRUSH HLDGS INC | $27.29万 | 0.00% | 22,860 | 15 | 0.1% | $179 | 加仓 |
| IMTB | ISHARES TR | $27.30万 | 0.00% | 6,231 | -280 | -4.3% | -$1.23万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $27.36万 | 0.00% | 3,418 | 3,418 | — | $27.36万 | 新建仓 |
| EWG | ISHARES INC | $27.36万 | 0.00% | 6,898 | 6,898 | — | $27.36万 | 新建仓 |
| — | BANCROFT FD LTD | $27.37万 | 0.00% | 12,705 | 12,705 | — | $27.37万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $27.39万 | 0.00% | 9,093 | 921 | 11.3% | $2.77万 | 加仓 |
| QDEF | FLEXSHARES TR | $27.55万 | 0.00% | 3,452 | 9 | 0.3% | $718 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $27.74万 | 0.00% | 11,641 | -65,184 | -84.8% | -$155.33万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $27.75万 | 0.00% | 21,562 | 4,334 | 25.2% | $5.58万 | 加仓 |
| — | CION INVT CORP | $27.75万 | 0.00% | 40,573 | -4,501 | -10.0% | -$3.08万 | 减仓 |
| CPAY | CORPAY INC | $27.76万 | 0.00% | 954 | 28 | 3.0% | $8,148 | 加仓 |
| HLN | HALEON PLC | $27.92万 | 0.00% | 27,895 | 5,845 | 26.5% | $5.85万 | 加仓 |
| POST | POST HLDGS INC | $28.02万 | 0.00% | 2,834 | 459 | 19.3% | $4.54万 | 加仓 |
| CGNX | COGNEX CORP | $28.03万 | 0.00% | 5,722 | 5,722 | — | $28.03万 | 新建仓 |
| DVA | DAVITA INC | $28.05万 | 0.00% | 1,825 | -1,563 | -46.1% | -$24.02万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $28.07万 | 0.00% | 1,661 | 18 | 1.1% | $3,042 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $28.09万 | 0.00% | 29,200 | 13,380 | 84.6% | $12.87万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $28.10万 | 0.00% | 5,990 | 1,306 | 27.9% | $6.13万 | 加仓 |
| — | EA SERIES TRUST | $28.25万 | 0.00% | 7,156 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $28.40万 | 0.00% | 2,117 | 2,117 | — | $28.40万 | 新建仓 |
| RMT | ROYCE MICRO-CAP TR INC | $28.41万 | 0.00% | 25,123 | 25,123 | — | $28.41万 | 新建仓 |
| LCTD | BLACKROCK ETF TRUST | $28.43万 | 0.00% | 5,143 | 919 | 21.8% | $5.08万 | 加仓 |
| WRD | WERIDE INC | $28.56万 | 0.00% | 35,300 | 5,550 | 18.7% | $4.49万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $28.58万 | 0.00% | 1,874 | 167 | 9.8% | $2.55万 | 加仓 |
| SE | SEA LTD | $28.61万 | 0.00% | 3,455 | -961 | -21.8% | -$7.96万 | 减仓 |
| — | GRANITESHARES PLATINUM TR | $28.63万 | 0.00% | 15,140 | -832 | -5.2% | -$1.57万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $28.65万 | 0.00% | 18,296 | 749 | 4.3% | $1.17万 | 加仓 |
| CCK | CROWN HLDGS INC | $28.86万 | 0.00% | 2,879 | 2,879 | — | $28.86万 | 新建仓 |
| NTES | NETEASE COM INC | $28.87万 | 0.00% | 2,580 | -160 | -5.8% | -$1.79万 | 减仓 |
| AMCX | AMC NETWORKS INC | $28.91万 | 0.00% | 42,580 | -18,570 | -30.4% | -$12.61万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $28.96万 | 0.00% | 15,913 | -96,145 | -85.8% | -$174.98万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $29.06万 | 0.00% | 5,958 | -654 | -9.9% | -$3.19万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $29.18万 | 0.00% | 10,746 | 10,746 | — | $29.18万 | 新建仓 |
| TWLO | TWILIO INC | $29.22万 | 0.00% | 2,323 | -124 | -5.1% | -$1.56万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $29.24万 | 0.00% | 27,222 | 10,681 | 64.6% | $11.47万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $29.34万 | 0.00% | 6,596 | 496 | 8.1% | $2.21万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $29.34万 | 0.00% | 4,320 | 4,320 | — | $29.34万 | 新建仓 |
| SYM | SYMBOTIC INC | $29.39万 | 0.00% | 5,524 | -10 | -0.2% | -$532 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $29.45万 | 0.00% | 10,683 | 3,332 | 45.3% | $9.18万 | 加仓 |
| AGX | ARGAN INC | $29.49万 | 0.00% | 541 | 541 | — | $29.49万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $29.50万 | 0.00% | 5,961 | 1,018 | 20.6% | $5.04万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $29.55万 | 0.00% | 1,621 | 1,621 | — | $29.55万 | 新建仓 |
| AROC | ARCHROCK INC | $29.58万 | 0.00% | 8,500 | 8,500 | — | $29.58万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $29.64万 | 0.00% | 7,156 | 142 | 2.0% | $5,882 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $29.65万 | 0.00% | 28,846 | -68 | -0.2% | -$699 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $29.67万 | 0.00% | 37,365 | 23,898 | 177.5% | $18.97万 | 加仓 |
| — | INVESCO VALUE MUN INCOME TR | $29.71万 | 0.00% | 24,431 | 9,500 | 63.6% | $11.55万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $29.73万 | 0.00% | 15,461 | 15,461 | — | $29.73万 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $29.77万 | 0.00% | 39,582 | 54 | 0.1% | $406 | 加仓 |
| HPQ | HP INC | $29.79万 | 0.00% | 15,508 | 362 | 2.4% | $6,954 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $29.80万 | 0.00% | 6,354 | -608 | -8.7% | -$2.85万 | 减仓 |
| TXT | TEXTRON INC | $29.81万 | 0.00% | 3,405 | 3,405 | — | $29.81万 | 新建仓 |
| VTR | VENTAS INC | $29.87万 | 0.00% | 3,652 | -30 | -0.8% | -$2,453 | 减仓 |
| MUST | COLUMBIA ETF TR I | $29.91万 | 0.00% | 14,581 | -584 | -3.9% | -$1.20万 | 减仓 |
| DB | DEUTSCHE BK AG | $29.93万 | 0.00% | 10,050 | -2,704 | -21.2% | -$8.05万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $30.02万 | 0.00% | 9,337 | 9,337 | — | $30.02万 | 新建仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $30.21万 | 0.00% | 6,307 | -5,919 | -48.4% | -$28.36万 | 减仓 |
| FTI | TECHNIPFMC PLC | $30.29万 | 0.00% | 4,382 | 4,382 | — | $30.29万 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $30.30万 | 0.00% | 26,861 | 26,861 | — | $30.30万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $30.41万 | 0.00% | 13,670 | 1,103 | 8.8% | $2.45万 | 加仓 |
| OGS | ONE GAS INC | $30.42万 | 0.00% | 3,532 | -126 | -3.4% | -$1.09万 | 减仓 |
| CCJ | CAMECO CORP | $30.47万 | 0.00% | 2,805 | -8,814 | -75.9% | -$95.73万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $30.48万 | 0.00% | 3,393 | 3,393 | — | $30.48万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $30.53万 | 0.00% | 803 | 803 | — | $30.53万 | 新建仓 |
| VEEV | VEEVA SYS INC | $30.60万 | 0.00% | 1,742 | -467 | -21.1% | -$8.20万 | 减仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $30.61万 | 0.00% | 22,777 | 872 | 4.0% | $1.17万 | 加仓 |
| WDAY | WORKDAY INC | $30.62万 | 0.00% | 2,357 | -2,370 | -50.1% | -$30.79万 | 减仓 |
| FICO | FAIR ISAAC CORP | $30.64万 | 0.00% | 287 | -10 | -3.4% | -$1.07万 | 减仓 |
| PATH | UIPATH INC | $30.65万 | 0.00% | 27,613 | 14,644 | 112.9% | $16.25万 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $30.66万 | 0.00% | 4,115 | 113 | 2.8% | $8,420 | 加仓 |
| MRNA | MODERNA INC | $30.71万 | 0.00% | 6,045 | -3,480 | -36.5% | -$17.68万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $30.79万 | 0.00% | 9,197 | 293 | 3.3% | $9,810 | 加仓 |
| PEN | PENUMBRA INC | $30.80万 | 0.00% | 938 | -727 | -43.7% | -$23.87万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $30.85万 | 0.00% | 9,765 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $30.89万 | 0.00% | 20,427 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $30.93万 | 0.00% | 19,246 | 19,246 | — | $30.93万 | 新建仓 |