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 |
|---|---|---|---|---|---|---|---|---|
| TAXX | BONDBLOXX ETF TRUST | $43.65万 | 0.00% | 8,634 | 8,634 | — | $43.65万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $43.96万 | 0.00% | 8,784 | 647 | 8.0% | $3.24万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $44.07万 | 0.00% | 6,321 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $44.32万 | 0.00% | 39,467 | 13,738 | 53.4% | $15.43万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $44.44万 | 0.00% | 18,572 | 9,114 | 96.4% | $21.81万 | 加仓 |
| USRT | ISHARES TR | $44.44万 | 0.00% | 7,509 | 1,900 | 33.9% | $11.25万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $44.46万 | 0.00% | 13,042 | 13,042 | — | $44.46万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $44.53万 | 0.00% | 10,451 | 4,316 | 70.4% | $18.39万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $44.67万 | 0.00% | 15,282 | -5,997 | -28.2% | -$17.53万 | 减仓 |
| SMMV | ISHARES TR | $44.74万 | 0.00% | 10,257 | -131 | -1.3% | -$5,714 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $44.82万 | 0.00% | 14,476 | 2,908 | 25.1% | $9.00万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $44.89万 | 0.00% | 16,869 | -759 | -4.3% | -$2.02万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $44.94万 | 0.00% | 2,238 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $45.19万 | 0.00% | 1,607 | 307 | 23.6% | $8.63万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $45.19万 | 0.00% | 12,269 | -15,105 | -55.2% | -$55.64万 | 减仓 |
| ILMN | ILLUMINA INC | $45.20万 | 0.00% | 3,667 | -4,826 | -56.8% | -$59.49万 | 减仓 |
| CACI | CACI INTL INC | $45.22万 | 0.00% | 832 | 240 | 40.5% | $13.05万 | 加仓 |
| SEIC | SEI INVTS CO | $45.28万 | 0.00% | 5,771 | -2,426 | -29.6% | -$19.04万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $45.32万 | 0.00% | 31,581 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX ETF TRUST | $45.33万 | 0.00% | 12,120 | -15,260 | -55.7% | -$57.07万 | 减仓 |
| PNR | PENTAIR PLC | $45.35万 | 0.00% | 5,206 | -910 | -14.9% | -$7.93万 | 减仓 |
| BOKF | BOK FINL CORP | $45.44万 | 0.00% | 3,549 | 296 | 9.1% | $3.79万 | 加仓 |
| — | EATON VANCE NATL MUN OPPORT | $45.45万 | 0.00% | 26,549 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD | $45.62万 | 0.00% | 40,874 | 2,835 | 7.5% | $3.16万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $45.64万 | 0.00% | 6,436 | 2,412 | 59.9% | $17.10万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $45.68万 | 0.00% | 5,037 | 337 | 7.2% | $3.06万 | 加仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $45.68万 | 0.00% | 52,261 | 1,191 | 2.3% | $1.04万 | 加仓 |
| DXJ | WISDOMTREE TR | $45.79万 | 0.00% | 2,887 | 1,195 | 70.6% | $18.95万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $45.82万 | 0.00% | 1,579 | 180 | 12.9% | $5.22万 | 加仓 |
| L | LOEWS CORP | $45.86万 | 0.00% | 4,296 | -334 | -7.2% | -$3.57万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $45.99万 | 0.01% | 15,103 | -10,459 | -40.9% | -$31.85万 | 减仓 |
| HD | HOME DEPOT INC 看涨期权 | $46.04万 | 0.01% | 1,400 | -1,400 | -50.0% | -$46.04万 | 减仓 |
| DG | DOLLAR GEN CORP | $46.11万 | 0.01% | 3,883 | 1,630 | 72.3% | $19.36万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $46.52万 | 0.01% | 1,362 | -144 | -9.6% | -$4.92万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $46.72万 | 0.01% | 31,524 | 1,254 | 4.1% | $1.86万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $46.72万 | 0.01% | 11,170 | 2,318 | 26.2% | $9.70万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $46.76万 | 0.01% | 45,981 | -3,200 | -6.5% | -$3.25万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $46.82万 | 0.01% | 9,329 | 5,053 | 118.2% | $25.36万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $46.92万 | 0.01% | 2,162 | -3,521 | -62.0% | -$76.41万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $46.96万 | 0.01% | 18,326 | 3,300 | 22.0% | $8.46万 | 加仓 |
| KTF | DWS MUN INCOME TR | $47.00万 | 0.01% | 51,650 | 18,500 | 55.8% | $16.84万 | 加仓 |
| RYLD | GLOBAL X FDS | $47.11万 | 0.01% | 31,513 | -4,446 | -12.4% | -$6.65万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $47.24万 | 0.01% | 10,372 | -70 | -0.7% | -$3,189 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $47.32万 | 0.01% | 13,054 | -13,054 | -50.0% | -$47.32万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $47.50万 | 0.01% | 252 | 30 | 13.5% | $5.66万 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $47.56万 | 0.01% | 87,906 | 87,906 | — | $47.56万 | 新建仓 |
| DT | DYNATRACE INC | $47.63万 | 0.01% | 12,880 | -4,327 | -25.1% | -$16.00万 | 减仓 |
| NET | CLOUDFLARE INC | $47.64万 | 0.01% | 2,309 | -2,085 | -47.5% | -$43.01万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $47.67万 | 0.01% | 2,419 | 144 | 6.3% | $2.84万 | 加仓 |
| PTMC | PACER FDS TR | $47.74万 | 0.01% | 13,054 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $47.78万 | 0.01% | 11,711 | -12,719 | -52.1% | -$51.90万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $47.86万 | 0.01% | 11,516 | -388 | -3.3% | -$1.61万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $48.06万 | 0.01% | 3,054 | 242 | 8.6% | $3.81万 | 加仓 |
| QGRW | WISDOMTREE TR | $48.22万 | 0.01% | 9,026 | -94,295 | -91.3% | -$503.79万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $48.25万 | 0.01% | 3,393 | -898 | -20.9% | -$12.77万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $48.31万 | 0.01% | 14,267 | 2,245 | 18.7% | $7.60万 | 加仓 |
| XSD | SPDR SERIES TRUST | $48.62万 | 0.01% | 1,491 | 60 | 4.2% | $1.96万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $48.73万 | 0.01% | 8,921 | -8,921 | -50.0% | -$48.73万 | 减仓 |
| XAR | SPDR SERIES TRUST | $48.78万 | 0.01% | 1,920 | 470 | 32.4% | $11.94万 | 加仓 |
| HCI | HCI GROUP INC | $48.96万 | 0.01% | 3,167 | -1,171 | -27.0% | -$18.10万 | 减仓 |
| ING | ING GROEP N.V. | $48.97万 | 0.01% | 18,798 | -346 | -1.8% | -$9,013 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $49.20万 | 0.01% | 19,862 | -9,936 | -33.3% | -$24.61万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $49.31万 | 0.01% | 18,519 | 18,519 | — | $49.31万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $49.33万 | 0.01% | 5,794 | -17 | -0.3% | -$1,447 | 减仓 |
| CLS | CELESTICA INC | $49.35万 | 0.01% | 1,752 | -5,630 | -76.3% | -$158.59万 | 减仓 |
| ARW | ARROW ELECTRS INC | $49.61万 | 0.01% | 3,459 | 444 | 14.7% | $6.37万 | 加仓 |
| IYY | ISHARES TR | $49.82万 | 0.01% | 3,144 | -70 | -2.2% | -$1.11万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $49.94万 | 0.01% | 11,608 | -3,840 | -24.9% | -$16.52万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $49.94万 | 0.01% | 5,262 | -1,592 | -23.2% | -$15.11万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $49.96万 | 0.01% | 2,250 | 2,250 | — | $49.96万 | 新建仓 |
| — | WISDOMTREE TR | $50.04万 | 0.01% | 10,313 | 730 | 7.6% | $3.54万 | 加仓 |
| SONY | SONY GROUP CORP | $50.06万 | 0.01% | 24,182 | 3,954 | 19.5% | $8.18万 | 加仓 |
| IYC | ISHARES TR | $50.44万 | 0.01% | 5,204 | -14 | -0.3% | -$1,357 | 减仓 |
| WWD | WOODWARD INC | $50.50万 | 0.01% | 1,411 | 308 | 27.9% | $11.02万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $50.67万 | 0.01% | 22,528 | 5,518 | 32.4% | $12.41万 | 加仓 |
| EFX | EQUIFAX INC | $50.86万 | 0.01% | 2,824 | 16 | 0.6% | $2,882 | 加仓 |
| IDXX | IDEXX LABS INC | $50.95万 | 0.01% | 907 | -87 | -8.8% | -$4.89万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $51.12万 | 0.01% | 3,569 | -2,669 | -42.8% | -$38.23万 | 减仓 |
| LFUS | LITTELFUSE INC | $51.14万 | 0.01% | 1,507 | 384 | 34.2% | $13.03万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $51.18万 | 0.01% | 19,499 | 1,895 | 10.8% | $4.97万 | 加仓 |
| SGOL | ETFS GOLD TR | $51.19万 | 0.01% | 11,472 | -480 | -4.0% | -$2.14万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $51.53万 | 0.01% | 875 | -457 | -34.3% | -$26.91万 | 减仓 |
| DDWM | WISDOMTREE TR | $51.59万 | 0.01% | 11,696 | -135,716 | -92.1% | -$598.64万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $51.84万 | 0.01% | 5,753 | 826 | 16.8% | $7.44万 | 加仓 |
| GLPI | GAMING & LEISURE P | $52.03万 | 0.01% | 11,727 | -69 | -0.6% | -$3,062 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $52.26万 | 0.01% | 26,067 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $52.33万 | 0.01% | 23,267 | -1,606 | -6.5% | -$3.61万 | 减仓 |
| WAB | WABTEC | $52.37万 | 0.01% | 2,095 | 420 | 25.1% | $10.50万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $52.37万 | 0.01% | 3,998 | -205 | -4.9% | -$2.69万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $52.38万 | 0.01% | 21,122 | 865 | 4.3% | $2.15万 | 加仓 |
| BWX | SPDR SERIES TRUST | $52.60万 | 0.01% | 23,964 | 1,062 | 4.6% | $2.33万 | 加仓 |
| EWC | ISHARES INC | $52.64万 | 0.01% | 9,607 | 5,175 | 116.8% | $28.35万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $52.80万 | 0.01% | 13,220 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $52.81万 | 0.01% | 4,818 | 1,336 | 38.4% | $14.64万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $52.81万 | 0.01% | 14,752 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $53.07万 | 0.01% | 10,239 | 10,239 | — | $53.07万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $53.08万 | 0.01% | 1,014 | 1,014 | — | $53.08万 | 新建仓 |
| PCMM | BONDBLOXX ETF TRUST | $53.10万 | 0.01% | 10,799 | 10,799 | — | $53.10万 | 新建仓 |
| P | EVERPURE INC | $53.29万 | 0.01% | 9,026 | 290 | 3.3% | $1.71万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $53.79万 | 0.01% | 13,624 | -227,833 | -94.4% | -$899.51万 | 减仓 |