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 |
|---|---|---|---|---|---|---|---|---|
| VMO | INVESCO MUN OPPORTUNIT TR | $36.37万 | 0.00% | 38,241 | 4,767 | 14.2% | $4.53万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $36.38万 | 0.00% | 13,991 | 5,912 | 73.2% | $15.37万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $36.60万 | 0.00% | 1,853 | -9,242 | -83.3% | -$182.54万 | 减仓 |
| SLDE | SLIDE INS HLDGS INC | $36.60万 | 0.00% | 20,335 | -20,165 | -49.8% | -$36.30万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $36.62万 | 0.00% | 3,964 | 964 | 32.1% | $8.91万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.64万 | 0.00% | 13,802 | 1,897 | 15.9% | $5.04万 | 加仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $36.68万 | 0.00% | 14,829 | 14,829 | — | $36.68万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $36.70万 | 0.00% | 8,184 | -3,661 | -30.9% | -$16.42万 | 减仓 |
| DHS | WISDOMTREE TR | $36.85万 | 0.00% | 3,374 | 403 | 13.6% | $4.40万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $36.88万 | 0.00% | 3,025 | 378 | 14.3% | $4.61万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $36.89万 | 0.00% | 2,551 | -27 | -1.0% | -$3,905 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $37.00万 | 0.00% | 16,300 | -800 | -4.7% | -$1.82万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $37.09万 | 0.00% | 14,556 | 3,622 | 33.1% | $9.23万 | 加仓 |
| EVUS | ISHARES TR | $37.19万 | 0.00% | 11,682 | 4,532 | 63.4% | $14.43万 | 加仓 |
| IYJ | ISHARES TR | $37.30万 | 0.00% | 2,528 | -22 | -0.9% | -$3,246 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $37.46万 | 0.00% | 49,680 | -15 | -0.0% | -$113 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $37.46万 | 0.00% | 8,076 | 949 | 13.3% | $4.40万 | 加仓 |
| PUK | PRUDENTIAL PLC | $37.52万 | 0.00% | 13,198 | -5,632 | -29.9% | -$16.01万 | 减仓 |
| SHYD | VANECK ETF TRUST | $37.55万 | 0.00% | 16,570 | 0 | 0.0% | — | 不变 |
| QQH | NORTHERN LTS FD TR III | $37.59万 | 0.00% | 5,384 | 9 | 0.2% | $628 | 加仓 |
| MDYG | SPDR SERIES TRUST | $37.62万 | 0.00% | 3,920 | 26 | 0.7% | $2,495 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $37.62万 | 0.00% | 1,866 | 429 | 29.9% | $8.65万 | 加仓 |
| IXUS | ISHARES TR | $37.74万 | 0.00% | 4,356 | 4,356 | — | $37.74万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $37.75万 | 0.00% | 5,190 | 5,190 | — | $37.75万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $37.82万 | 0.00% | 6,108 | 1,195 | 24.3% | $7.40万 | 加仓 |
| FNV | FRANCO NEV CORP | $37.82万 | 0.00% | 1,531 | -367 | -19.3% | -$9.07万 | 减仓 |
| EUSB | ISHARES TR | $37.84万 | 0.00% | 8,700 | -914 | -9.5% | -$3.98万 | 减仓 |
| TFI | SPDR SERIES TRUST | $37.89万 | 0.00% | 8,357 | 39 | 0.5% | $1,768 | 加仓 |
| — | INNOVATOR ETFS TRUST | $37.97万 | 0.00% | 9,914 | -2,239 | -18.4% | -$8.57万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $37.98万 | 0.00% | 10,985 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $38.06万 | 0.00% | 5,231 | -401 | -7.1% | -$2.92万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $38.18万 | 0.00% | 2,350 | -1,069 | -31.3% | -$17.37万 | 减仓 |
| DLTR | DOLLAR TREE INC | $38.24万 | 0.00% | 3,492 | 998 | 40.0% | $10.93万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $38.27万 | 0.00% | 19,378 | 5,009 | 34.9% | $9.89万 | 加仓 |
| DIV | GLOBAL X FDS | $38.30万 | 0.00% | 20,262 | 6,695 | 49.3% | $12.65万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $38.45万 | 0.00% | 5,568 | 5,568 | — | $38.45万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $38.51万 | 0.00% | 6,814 | 600 | 9.7% | $3.39万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $38.63万 | 0.00% | 5,750 | 838 | 17.1% | $5.63万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $38.68万 | 0.00% | 39,594 | 14,613 | 58.5% | $14.28万 | 加仓 |
| CPRT | COPART INC | $38.76万 | 0.00% | 11,676 | -3,575 | -23.4% | -$11.87万 | 减仓 |
| UMBF | UMB FINL CORP | $38.85万 | 0.00% | 3,444 | -2,980 | -46.4% | -$33.61万 | 减仓 |
| RBRK | RUBRIK INC. | $38.92万 | 0.00% | 7,947 | 4,297 | 117.7% | $21.04万 | 加仓 |
| SMTH | ALPS ETF TR | $39.11万 | 0.00% | 15,187 | 3,576 | 30.8% | $9.21万 | 加仓 |
| XOP | SPDR SERIES TRUST | $39.18万 | 0.00% | 2,155 | 1 | 0.0% | $182 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $39.20万 | 0.00% | 4,631 | 4,631 | — | $39.20万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $39.25万 | 0.00% | 6,313 | 6,313 | — | $39.25万 | 新建仓 |
| URA | GLOBAL X FDS | $39.30万 | 0.00% | 8,114 | 616 | 8.2% | $2.98万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $39.31万 | 0.00% | 7,513 | 300 | 4.2% | $1.57万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $39.39万 | 0.00% | 2,289 | 762 | 49.9% | $13.11万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $39.40万 | 0.00% | 8,541 | 2,255 | 35.9% | $10.40万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $39.52万 | 0.00% | 1,576 | 474 | 43.0% | $11.88万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $39.63万 | 0.00% | 6,709 | 2,076 | 44.8% | $12.26万 | 加仓 |
| TLN | TALEN ENERGY CORP | $39.74万 | 0.00% | 1,245 | 325 | 35.3% | $10.37万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $39.75万 | 0.00% | 5,538 | 572 | 11.5% | $4.11万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $39.76万 | 0.00% | 11,024 | -3,992 | -26.6% | -$14.40万 | 减仓 |
| TRP | TC ENERGY CORP | $39.79万 | 0.00% | 6,356 | 2,107 | 49.6% | $13.19万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $39.80万 | 0.00% | 16,097 | -2,225 | -12.1% | -$5.50万 | 减仓 |
| IWY | ISHARES TR | $39.93万 | 0.00% | 1,604 | -7 | -0.4% | -$1,742 | 减仓 |
| WAT | WATERS CORP | $39.94万 | 0.00% | 1,341 | 1,341 | — | $39.94万 | 新建仓 |
| PEO | ADAM NAT RES FD INC | $40.06万 | 0.00% | 14,410 | -14,843 | -50.7% | -$41.26万 | 减仓 |
| BG | BUNGE GLOBAL SA | $40.14万 | 0.00% | 3,155 | -88 | -2.7% | -$1.12万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $40.22万 | 0.00% | 6,786 | 238 | 3.6% | $1.41万 | 加仓 |
| DCI | DONALDSON INC | $40.23万 | 0.00% | 4,740 | 877 | 22.7% | $7.44万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $40.23万 | 0.00% | 21,285 | 21,285 | — | $40.23万 | 新建仓 |
| QLTA | ISHARES TR | $40.24万 | 0.00% | 8,455 | 8,455 | — | $40.24万 | 新建仓 |
| OBK | ORIGIN BANCORP INC | $40.24万 | 0.00% | 9,706 | 3,914 | 67.6% | $16.23万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $40.38万 | 0.00% | 8,470 | 8,470 | — | $40.38万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $40.43万 | 0.00% | 30,885 | 16,949 | 121.6% | $22.19万 | 加仓 |
| BIIB | BIOGEN INC | $40.73万 | 0.00% | 2,222 | -2,154 | -49.2% | -$39.48万 | 减仓 |
| OKTA | OKTA INC | $40.80万 | 0.00% | 5,183 | 2,651 | 104.7% | $20.87万 | 加仓 |
| VLTO | VERALTO CORP | $40.86万 | 0.00% | 4,621 | 1,601 | 53.0% | $14.16万 | 加仓 |
| DEM | WISDOMTREE TR | $41.02万 | 0.00% | 8,256 | 8,256 | — | $41.02万 | 新建仓 |
| DOX | AMDOCS LTD | $41.11万 | 0.00% | 6,299 | -550 | -8.0% | -$3.59万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $41.26万 | 0.00% | 43,342 | 3,151 | 7.8% | $3.00万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $41.27万 | 0.00% | 14,471 | 421 | 3.0% | $1.20万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $41.30万 | 0.00% | 2,197 | 268 | 13.9% | $5.04万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $41.56万 | 0.00% | 6,397 | 49 | 0.8% | $3,183 | 加仓 |
| SCI | SERVICE CORP INTL | $41.59万 | 0.00% | 5,040 | 1,429 | 39.6% | $11.79万 | 加仓 |
| DXCM | DEXCOM INC | $41.60万 | 0.00% | 6,624 | 664 | 11.1% | $4.17万 | 加仓 |
| SLQD | ISHARES TR | $41.63万 | 0.00% | 8,246 | 2,359 | 40.1% | $11.91万 | 加仓 |
| IWN | ISHARES TR | $41.74万 | 0.00% | 2,201 | -126 | -5.4% | -$2.39万 | 减仓 |
| EVER | EVERQUOTE INC | $41.81万 | 0.00% | 27,112 | 1,155 | 4.4% | $1.78万 | 加仓 |
| APG | API GROUP CORP | $42.01万 | 0.00% | 10,369 | 1,224 | 13.4% | $4.96万 | 加仓 |
| CPNG | COUPANG INC | $42.41万 | 0.00% | 22,464 | 5,410 | 31.7% | $10.21万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $42.56万 | 0.00% | 7,534 | 1,817 | 31.8% | $10.26万 | 加仓 |
| WCC | WESCO INTL INC | $42.57万 | 0.00% | 1,556 | 431 | 38.3% | $11.79万 | 加仓 |
| IOO | ISHARES TR | $42.61万 | 0.00% | 3,522 | -1,939 | -35.5% | -$23.46万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $42.62万 | 0.00% | 14,701 | 14,701 | — | $42.62万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $42.69万 | 0.00% | 3,343 | 831 | 33.1% | $10.61万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $42.85万 | 0.00% | 11,102 | 2,969 | 36.5% | $11.46万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $42.97万 | 0.00% | 8,500 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $43.00万 | 0.00% | 3,276 | 222 | 7.3% | $2.91万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $43.10万 | 0.00% | 11,645 | 2,716 | 30.4% | $10.05万 | 加仓 |
| UTES | ETFIS SER TR I | $43.10万 | 0.00% | 5,394 | 5,394 | — | $43.10万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $43.15万 | 0.00% | 28,671 | 5,116 | 21.7% | $7.70万 | 加仓 |
| RL | RALPH LAUREN CORP | $43.17万 | 0.00% | 1,255 | 282 | 29.0% | $9.70万 | 加仓 |
| ITM | VANECK ETF TRUST | $43.25万 | 0.00% | 9,316 | 372 | 4.2% | $1.73万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $43.31万 | 0.00% | 6,143 | 1,306 | 27.0% | $9.21万 | 加仓 |
| BALL | BALL CORP | $43.34万 | 0.00% | 7,331 | 2,508 | 52.0% | $14.83万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $43.42万 | 0.00% | 5,733 | 190 | 3.4% | $1.44万 | 加仓 |