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 |
|---|---|---|---|---|---|---|---|---|
| PBR | PETROLEO BRASILEIRO S A | $28.05万 | 0.00% | 17,355 | 6,709 | 63.0% | $10.84万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $28.07万 | 0.00% | 5,953 | 1,666 | 38.9% | $7.85万 | 加仓 |
| NOVT | NOVANTA INC | $28.07万 | 0.00% | 1,730 | 1,730 | — | $28.07万 | 新建仓 |
| APTV | APTIV PLC | $28.09万 | 0.00% | 4,577 | 1 | 0.0% | $61 | 加仓 |
| — | GRANITESHARES ETF TR | $28.10万 | 0.00% | 11,132 | 11,132 | — | $28.10万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $28.11万 | 0.00% | 4,180 | 140 | 3.5% | $9,414 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看涨期权 | $28.12万 | 0.00% | 1,000 | 1,000 | — | $28.12万 | 新建仓 |
| OGS | ONE GAS INC | $28.15万 | 0.00% | 3,653 | 121 | 3.4% | $9,325 | 加仓 |
| CARG | CARGURUS INC | $28.20万 | 0.00% | 8,273 | 8,273 | — | $28.20万 | 新建仓 |
| TTAN | SERVICETITAN INC | $28.28万 | 0.00% | 3,999 | 3,999 | — | $28.28万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $28.29万 | 0.00% | 8,463 | -2,639 | -23.8% | -$8.82万 | 减仓 |
| QHY | WISDOMTREE TR | $28.30万 | 0.00% | 6,178 | -963 | -13.5% | -$4.41万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $28.40万 | 0.00% | 4,140 | 4,140 | — | $28.40万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $28.43万 | 0.00% | 5,007 | 5,007 | — | $28.43万 | 新建仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $28.45万 | 0.00% | 8,421 | -223 | -2.6% | -$7,534 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.48万 | 0.00% | 10,535 | 2,175 | 26.0% | $5.88万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.50万 | 0.00% | 6,772 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $28.65万 | 0.00% | 767 | 91 | 13.5% | $3.40万 | 加仓 |
| TXT | TEXTRON INC | $28.65万 | 0.00% | 3,123 | -282 | -8.3% | -$2.59万 | 减仓 |
| INCY | INCYTE CORP | $28.67万 | 0.00% | 2,529 | -270 | -9.6% | -$3.06万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $28.76万 | 0.00% | 5,768 | 5,768 | — | $28.76万 | 新建仓 |
| ONON | ON HLDG AG | $28.77万 | 0.00% | 8,121 | 8,121 | — | $28.77万 | 新建仓 |
| PEN | PENUMBRA INC | $28.86万 | 0.00% | 914 | -24 | -2.6% | -$7,578 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.87万 | 0.00% | 10,836 | 10,836 | — | $28.87万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $28.87万 | 0.00% | 29,825 | 9,972 | 50.2% | $9.65万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $28.93万 | 0.00% | 8,115 | -858 | -9.6% | -$3.06万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $28.96万 | 0.00% | 3,655 | 3,655 | — | $28.96万 | 新建仓 |
| EEMV | ISHARES INC | $29.04万 | 0.00% | 3,858 | 3,858 | — | $29.04万 | 新建仓 |
| — | BCB BANCORP INC | $29.05万 | 0.00% | 27,097 | -10,000 | -27.0% | -$10.72万 | 减仓 |
| NBTB | NBT BANCORP INC | $29.11万 | 0.00% | 5,897 | 657 | 12.5% | $3.24万 | 加仓 |
| MOG/A | MOOG INC | $29.13万 | 0.00% | 687 | 687 | — | $29.13万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $29.14万 | 0.00% | 2,730 | -425 | -13.5% | -$4.54万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $29.32万 | 0.00% | 8,034 | 2,000 | 33.1% | $7.30万 | 加仓 |
| ORI | OLD REP INTL CORP | $29.34万 | 0.00% | 7,171 | 421 | 6.2% | $1.72万 | 加仓 |
| CNM | CORE & MAIN INC | $29.39万 | 0.00% | 6,092 | 679 | 12.5% | $3.28万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $29.42万 | 0.00% | 2,117 | 270 | 14.6% | $3.75万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $29.55万 | 0.00% | 29,200 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $29.56万 | 0.00% | 459 | 60 | 15.0% | $3.86万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $29.61万 | 0.00% | 3,262 | 12 | 0.4% | $1,089 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $29.63万 | 0.00% | 5,399 | 5,399 | — | $29.63万 | 新建仓 |
| KVUE | KENVUE INC | $29.68万 | 0.00% | 15,528 | 3,850 | 33.0% | $7.36万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $29.72万 | 0.00% | 50,977 | 667 | 1.3% | $3,889 | 加仓 |
| HLN | HALEON PLC | $29.73万 | 0.00% | 31,866 | 3,971 | 14.2% | $3.70万 | 加仓 |
| DOX | AMDOCS LTD | $29.87万 | 0.00% | 5,911 | -388 | -6.2% | -$1.96万 | 减仓 |
| OBK | ORIGIN BANCORP INC | $29.89万 | 0.00% | 5,843 | -3,863 | -39.8% | -$19.76万 | 减仓 |
| PATH | UIPATH INC | $29.92万 | 0.00% | 27,523 | -90 | -0.3% | -$978 | 减仓 |
| ISTR | INVESTAR HOLDING CORP | $29.96万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR 看跌期权 | $30.05万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MYFW | FIRST WESTN FINL INC | $30.10万 | 0.00% | 9,373 | 0 | 0.0% | — | 不变 |
| QDEF | FLEXSHARES TR | $30.16万 | 0.00% | 3,466 | 14 | 0.4% | $1,218 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $30.18万 | 0.00% | 22,456 | 150 | 0.7% | $2,016 | 加仓 |
| — | EA SERIES TRUST | $30.29万 | 0.00% | 6,999 | 1,075 | 18.1% | $4.65万 | 加仓 |
| INDA | ISHARES TR | $30.37万 | 0.00% | 6,150 | 2,081 | 51.1% | $10.28万 | 加仓 |
| TOPT | ISHARES TR | $30.38万 | 0.00% | 9,229 | 142 | 1.6% | $4,675 | 加仓 |
| CCJ | CAMECO CORP | $30.48万 | 0.00% | 2,992 | 187 | 6.7% | $1.90万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $30.50万 | 0.00% | 29,844 | -2,440 | -7.6% | -$2.49万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $30.53万 | 0.00% | 11,823 | -2,733 | -18.8% | -$7.06万 | 减仓 |
| PCAR | PACCAR INC | $30.61万 | 0.00% | 2,548 | -396 | -13.5% | -$4.76万 | 减仓 |
| SMLF | ISHARES TR | $30.68万 | 0.00% | 3,442 | 3,442 | — | $30.68万 | 新建仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $30.75万 | 0.00% | 8,739 | 125 | 1.5% | $4,399 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $30.77万 | 0.00% | 5,337 | 194 | 3.8% | $1.12万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $30.78万 | 0.00% | 12,539 | 12,539 | — | $30.78万 | 新建仓 |
| TOST | TOAST INC | $30.83万 | 0.00% | 11,082 | -869 | -7.3% | -$2.42万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $31.12万 | 0.00% | 8,519 | 8,519 | — | $31.12万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $31.19万 | 0.00% | 53,038 | 5,247 | 11.0% | $3.09万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $31.23万 | 0.00% | 10,622 | 1,495 | 16.4% | $4.40万 | 加仓 |
| DBX | DROPBOX INC | $31.25万 | 0.00% | 11,375 | 11,375 | — | $31.25万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $31.25万 | 0.00% | 4,279 | -1,471 | -25.6% | -$10.74万 | 减仓 |
| FICO | FAIR ISAAC CORP | $31.30万 | 0.00% | 262 | -25 | -8.7% | -$2.99万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $31.33万 | 0.00% | 10,873 | 3,785 | 53.4% | $10.90万 | 重新持有 |
| PTIN | PACER FDS TR | $31.43万 | 0.00% | 8,570 | -1,347 | -13.6% | -$4.94万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $31.52万 | 0.00% | 41,091 | 1,509 | 3.8% | $1.16万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $31.53万 | 0.00% | 11,588 | 11,588 | — | $31.53万 | 新建仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $31.54万 | 0.00% | 8,874 | -323 | -3.5% | -$1.15万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $31.66万 | 0.00% | 2,360 | 80 | 3.5% | $1.07万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $31.70万 | 0.00% | 8,019 | -522 | -6.1% | -$2.06万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $31.79万 | 0.00% | 9,337 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $31.80万 | 0.00% | 6,939 | -217 | -3.0% | -$9,945 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $31.84万 | 0.00% | 20,192 | -3,644 | -15.3% | -$5.75万 | 减仓 |
| CDL | VICTORY PORTFOLIOS II | $31.95万 | 0.00% | 4,119 | 4 | 0.1% | $310 | 加仓 |
| CCK | CROWN HLDGS INC | $32.01万 | 0.00% | 2,863 | -16 | -0.6% | -$1,789 | 减仓 |
| CPAY | CORPAY INC | $32.06万 | 0.00% | 962 | 8 | 0.8% | $2,666 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $32.16万 | 0.00% | 15,213 | -1,214 | -7.4% | -$2.57万 | 减仓 |
| VEEV | VEEVA SYS INC | $32.18万 | 0.00% | 1,813 | 71 | 4.1% | $1.26万 | 加仓 |
| — | GLOBAL X FDS | $32.22万 | 0.00% | 11,288 | 11,288 | — | $32.22万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $32.24万 | 0.00% | 13,440 | -3,417 | -20.3% | -$8.20万 | 减仓 |
| — | PACER FDS TR | $32.26万 | 0.00% | 16,829 | -155 | -0.9% | -$2,971 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $32.36万 | 0.00% | 3,610 | 217 | 6.4% | $1.94万 | 加仓 |
| SITM | SITIME CORP | $32.51万 | 0.00% | 436 | 436 | — | $32.51万 | 新建仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $32.57万 | 0.00% | 3,736 | 926 | 33.0% | $8.07万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $32.61万 | 0.00% | 9,765 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $32.72万 | 0.00% | 4,398 | -105 | -2.3% | -$7,813 | 减仓 |
| MSTR | STRATEGY INC | $32.77万 | 0.00% | 3,770 | -3,969 | -51.3% | -$34.51万 | 减仓 |
| DMXF | ISHARES TR | $32.79万 | 0.00% | 3,876 | 848 | 28.0% | $7.17万 | 加仓 |
| MSA | MSA SAFETY INC | $32.83万 | 0.00% | 1,881 | -292 | -13.4% | -$5.10万 | 减仓 |
| UMH | UMH PPTYS INC | $32.91万 | 0.00% | 21,738 | -186 | -0.8% | -$2,816 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $32.97万 | 0.00% | 7,492 | -348 | -4.4% | -$1.53万 | 减仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $33.09万 | 0.00% | 24,403 | 1,626 | 7.1% | $2.20万 | 加仓 |
| MCS | MARCUS CORP DEL | $33.16万 | 0.00% | 14,135 | 54 | 0.4% | $1,267 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $33.18万 | 0.00% | 2,187 | 290 | 15.3% | $4.40万 | 加仓 |