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 |
|---|---|---|---|---|---|---|---|---|
| ESS | ESSEX PPTY TR INC | $40.01万 | 0.00% | 1,372 | 284 | 26.1% | $8.28万 | 加仓 |
| — | TIDAL TRUST I | $40.11万 | 0.00% | 8,942 | 8,942 | — | $40.11万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $40.14万 | 0.00% | 10,985 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR ETFS TRUST | $40.15万 | 0.00% | 8,858 | 836 | 10.4% | $3.79万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $40.16万 | 0.00% | 3,514 | 121 | 3.6% | $1.38万 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $40.18万 | 0.00% | 40,019 | -3,323 | -7.7% | -$3.34万 | 减仓 |
| DLTR | DOLLAR TREE INC | $40.26万 | 0.00% | 3,329 | -163 | -4.7% | -$1.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $40.28万 | 0.00% | 9,799 | 1,039 | 11.9% | $4.27万 | 加仓 |
| DINO | HF SINCLAIR CORP | $40.35万 | 0.00% | 5,794 | 295 | 5.4% | $2.05万 | 加仓 |
| ICVT | ISHARES TR | $40.46万 | 0.00% | 3,323 | -223 | -6.3% | -$2.72万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $40.48万 | 0.00% | 1,651 | -38 | -2.2% | -$9,316 | 减仓 |
| GRNJ | TIDAL TRUST III | $40.51万 | 0.00% | 12,885 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看涨期权 | $40.52万 | 0.00% | 1,700 | 1,500 | 750.0% | $35.75万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $40.67万 | 0.00% | 51,605 | 1,925 | 3.9% | $1.52万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.68万 | 0.00% | 13,350 | 13,350 | — | $40.68万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $40.81万 | 0.00% | 10,724 | -300 | -2.7% | -$1.14万 | 减仓 |
| NTES | NETEASE COM INC | $40.83万 | 0.00% | 3,186 | 606 | 23.5% | $7.77万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $40.87万 | 0.00% | 24,082 | -7,442 | -23.6% | -$12.63万 | 减仓 |
| RPM | RPM INTL INC | $40.99万 | 0.00% | 3,688 | 373 | 11.3% | $4.15万 | 加仓 |
| AGI | ALAMOS GOLD INC | $41.05万 | 0.00% | 13,529 | -2,166 | -13.8% | -$6.57万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $41.07万 | 0.00% | 7,352 | 7,352 | — | $41.07万 | 新建仓 |
| IEX | IDEX CORP | $41.23万 | 0.00% | 1,817 | 1,817 | — | $41.23万 | 新建仓 |
| CACI | CACI INTL INC | $41.24万 | 0.00% | 890 | 58 | 7.0% | $2.69万 | 加仓 |
| TWLO | TWILIO INC 看涨期权 | $41.27万 | 0.00% | 2,000 | 1,600 | 400.0% | $33.01万 | 重新持有 |
| DCI | DONALDSON INC | $41.31万 | 0.00% | 4,602 | -138 | -2.9% | -$1.24万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $41.43万 | 0.00% | 34,816 | 7,955 | 29.6% | $9.47万 | 加仓 |
| BOXX | EA SERIES TRUST | $41.47万 | 0.00% | 3,542 | -5,534 | -61.0% | -$64.80万 | 减仓 |
| DVA | DAVITA INC | $41.54万 | 0.00% | 1,867 | 42 | 2.3% | $9,344 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $41.70万 | 0.00% | 7,139 | 430 | 6.4% | $2.51万 | 加仓 |
| MKSI | MKS INC. | $41.75万 | 0.00% | 939 | 939 | — | $41.75万 | 新建仓 |
| RMT | ROYCE MICRO-CAP TR INC | $41.83万 | 0.00% | 28,571 | 3,448 | 13.7% | $5.05万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.96万 | 0.00% | 15,339 | 2,915 | 23.5% | $7.97万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $42.03万 | 0.00% | 5,104 | 1,836 | 56.2% | $15.12万 | 加仓 |
| BUG | GLOBAL X FDS | $42.15万 | 0.00% | 11,037 | 11,037 | — | $42.15万 | 新建仓 |
| SAIA | SAIA INC | $42.16万 | 0.00% | 1,001 | 351 | 54.0% | $14.78万 | 重新持有 |
| SFM | SPROUTS FMRS MKT INC | $42.26万 | 0.00% | 4,997 | 4,997 | — | $42.26万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $42.43万 | 0.00% | 3,732 | 2 | 0.1% | $227 | 加仓 |
| CF | CF INDUSTRIES HOLD | $42.45万 | 0.00% | 3,920 | 1,501 | 62.1% | $16.25万 | 加仓 |
| MOD | MODINE MFG CO | $42.51万 | 0.00% | 1,592 | -8 | -0.5% | -$2,136 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $42.57万 | 0.00% | 1,739 | 78 | 4.7% | $1.91万 | 加仓 |
| SLQD | ISHARES TR | $42.64万 | 0.00% | 8,466 | 220 | 2.7% | $1.11万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $42.65万 | 0.00% | 1,293 | -69 | -5.1% | -$2.28万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $42.76万 | 0.00% | 16,926 | 2,165 | 14.7% | $5.47万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $42.79万 | 0.00% | 1,835 | 214 | 13.2% | $4.99万 | 加仓 |
| XOP | SPDR SERIES TRUST | $42.89万 | 0.00% | 2,780 | 625 | 29.0% | $9.64万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $42.94万 | 0.00% | 1,631 | 592 | 57.0% | $15.59万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $42.99万 | 0.00% | 6,165 | -4,286 | -41.0% | -$29.89万 | 减仓 |
| — | TIDAL TRUST I | $43.01万 | 0.00% | 8,499 | 8,499 | — | $43.01万 | 新建仓 |
| AYI | ACUITY INC | $43.22万 | 0.00% | 1,147 | 42 | 3.8% | $1.58万 | 加仓 |
| — | WISDOMTREE TR | $43.23万 | 0.00% | 8,946 | -1,367 | -13.3% | -$6.61万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $43.25万 | 0.00% | 10,499 | 2,598 | 32.9% | $10.70万 | 加仓 |
| AGX | ARGAN INC | $43.42万 | 0.00% | 544 | 3 | 0.6% | $2,395 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $43.43万 | 0.00% | 3,104 | -239 | -7.1% | -$3.34万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $43.69万 | 0.00% | 6,473 | 76 | 1.2% | $5,130 | 加仓 |
| DHS | WISDOMTREE TR | $43.71万 | 0.00% | 3,845 | 471 | 14.0% | $5.35万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $43.82万 | 0.00% | 8,637 | 3 | 0.0% | $152 | 加仓 |
| DIV | GLOBAL X FDS | $43.89万 | 0.00% | 23,039 | 2,777 | 13.7% | $5.29万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $43.89万 | 0.00% | 8,395 | -75 | -0.9% | -$3,922 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $43.99万 | 0.00% | 13,222 | -402 | -3.0% | -$1.34万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $44.04万 | 0.00% | 6,790 | 6,790 | — | $44.04万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $44.06万 | 0.00% | 3,002 | 1,270 | 73.3% | $18.64万 | 加仓 |
| INSM | INSMED INC | $44.37万 | 0.00% | 4,161 | -980 | -19.1% | -$10.45万 | 减仓 |
| SMIG | ETF SER SOLUTIONS | $44.59万 | 0.00% | 13,591 | 13,591 | — | $44.59万 | 新建仓 |
| EWY | ISHARES INC | $44.67万 | 0.00% | 2,213 | 467 | 26.7% | $9.43万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.70万 | 0.00% | 10,964 | 1,050 | 10.6% | $4.28万 | 加仓 |
| APG | API GROUP CORP | $44.71万 | 0.00% | 10,558 | 189 | 1.8% | $8,004 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $44.82万 | 0.00% | 22,534 | 7,257 | 47.5% | $14.43万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $44.86万 | 0.00% | 5,661 | 93 | 1.7% | $7,369 | 加仓 |
| SAN | BANCO SANTANDER SA | $44.86万 | 0.00% | 32,510 | 2,304 | 7.6% | $3.18万 | 加仓 |
| PTRB | PGIM ETF TR | $44.90万 | 0.00% | 10,829 | 10,829 | — | $44.90万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $44.98万 | 0.00% | 5,937 | -384 | -6.1% | -$2.91万 | 减仓 |
| BOX | BOX INC | $45.00万 | 0.00% | 16,954 | 3,166 | 23.0% | $8.40万 | 加仓 |
| ITM | VANECK ETF TRUST | $45.03万 | 0.00% | 9,583 | 267 | 2.9% | $1.25万 | 加仓 |
| NVT | NVENT ELEC PLC | $45.04万 | 0.00% | 2,655 | 470 | 21.5% | $7.97万 | 加仓 |
| IYF | ISHARES TR | $45.09万 | 0.00% | 3,536 | 883 | 33.3% | $11.26万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $45.10万 | 0.00% | 9,239 | 1,732 | 23.1% | $8.45万 | 加仓 |
| BALL | BALL CORP | $45.11万 | 0.00% | 7,230 | -101 | -1.4% | -$6,302 | 减仓 |
| DEM | WISDOMTREE TR | $45.15万 | 0.00% | 8,394 | 138 | 1.7% | $7,423 | 加仓 |
| EVUS | ISHARES TR | $45.16万 | 0.00% | 12,862 | 1,180 | 10.1% | $4.14万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $45.19万 | 0.00% | 31,581 | 0 | 0.0% | — | 不变 |
| BTX | BLACKROCK TECH AND PRIVATE E | $45.37万 | 0.00% | 50,244 | -1,175 | -2.3% | -$1.06万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $45.39万 | 0.00% | 2,695 | -213 | -7.3% | -$3.59万 | 减仓 |
| ILMN | ILLUMINA INC 看涨期权 | $45.72万 | 0.00% | 2,600 | 2,600 | — | $45.72万 | 新建仓 |
| COO | COOPER COS INC | $45.86万 | 0.00% | 6,395 | 1,987 | 45.1% | $14.25万 | 重新持有 |
| PAAS | PAN AMERN SILVER CORP | $45.98万 | 0.00% | 10,266 | 419 | 4.3% | $1.88万 | 加仓 |
| DDWM | WISDOMTREE TR | $46.09万 | 0.00% | 9,980 | -1,716 | -14.7% | -$7.92万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $46.38万 | 0.00% | 14,202 | -499 | -3.4% | -$1.63万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $46.41万 | 0.00% | 3,964 | 0 | 0.0% | — | 不变 |
| QQH | NORTHERN LTS FD TR III | $46.42万 | 0.00% | 5,423 | 39 | 0.7% | $3,338 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $46.62万 | 0.00% | 86,019 | -109,339 | -56.0% | -$59.26万 | 减仓 |
| CNK | CINEMARK HLDGS INC | $46.75万 | 0.00% | 14,734 | 263 | 1.8% | $8,345 | 加仓 |
| — | EATON VANCE NATL MUN OPPORT | $46.78万 | 0.00% | 26,549 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $46.83万 | 0.00% | 1,413 | 1,413 | — | $46.83万 | 新建仓 |
| BRTR | BLACKROCK ETF TRUST II | $46.88万 | 0.00% | 9,315 | -14 | -0.2% | -$705 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $47.03万 | 0.00% | 9,544 | -16,107 | -62.8% | -$79.38万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $47.09万 | 0.00% | 13,042 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $47.14万 | 0.00% | 5,715 | -18 | -0.3% | -$1,485 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $47.46万 | 0.00% | 2,534 | 2,534 | — | $47.46万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $47.49万 | 0.00% | 5,701 | 511 | 9.8% | $4.26万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $47.49万 | 0.00% | 20,141 | 763 | 3.9% | $1.80万 | 加仓 |