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 |
|---|---|---|---|---|---|---|---|---|
| SCHP | SCHWAB STRATEGIC TR | $47.53万 | 0.00% | 17,937 | 1,068 | 6.3% | $2.83万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $47.66万 | 0.00% | 37,237 | 8,911 | 31.5% | $11.41万 | 加仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $47.94万 | 0.00% | 10,000 | 10,000 | — | $47.94万 | 新建仓 |
| CGNX | COGNEX CORP | $48.07万 | 0.00% | 6,638 | 916 | 16.0% | $6.63万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $48.08万 | 0.00% | 18,526 | 8,078 | 77.3% | $20.96万 | 加仓 |
| IOO | ISHARES TR | $48.08万 | 0.00% | 3,520 | -2 | -0.1% | -$273 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $48.10万 | 0.00% | 44,247 | -6,075 | -12.1% | -$6.60万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $48.19万 | 0.00% | 19,370 | -492 | -2.5% | -$1.22万 | 减仓 |
| IYC | ISHARES TR | $48.24万 | 0.00% | 4,771 | -433 | -8.3% | -$4.38万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $48.27万 | 0.00% | 4,327 | -172 | -3.8% | -$1.92万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $48.32万 | 0.00% | 2,899 | 549 | 23.4% | $9.15万 | 加仓 |
| LKQ | LKQ CORP | $48.34万 | 0.00% | 18,358 | -2,605 | -12.4% | -$6.86万 | 减仓 |
| SUSB | ISHARES TR | $48.41万 | 0.00% | 19,370 | 19,370 | — | $48.41万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $48.42万 | 0.00% | 18,326 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $48.53万 | 0.00% | 5,876 | 59 | 1.0% | $4,873 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $48.58万 | 0.00% | 9,079 | 2,991 | 49.1% | $16.00万 | 加仓 |
| PRME | PRIME MEDICINE INC | $48.61万 | 0.00% | 131,722 | 57,545 | 77.6% | $21.23万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $48.67万 | 0.00% | 47,254 | 1,273 | 2.8% | $1.31万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $48.71万 | 0.00% | 1,965 | -273 | -12.2% | -$6.77万 | 减仓 |
| PTMC | PACER FDS TR | $48.84万 | 0.00% | 11,677 | -1,377 | -10.5% | -$5.76万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $48.89万 | 0.00% | 13,906 | 3,676 | 35.9% | $12.92万 | 加仓 |
| NET | CLOUDFLARE INC 看涨期权 | $49.06万 | 0.00% | 2,000 | 2,000 | — | $49.06万 | 新建仓 |
| BIIB | BIOGEN INC | $49.09万 | 0.00% | 2,272 | 50 | 2.3% | $1.08万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $49.09万 | 0.00% | 5,744 | 1,424 | 33.0% | $12.17万 | 加仓 |
| SGOL | ETFS GOLD TR | $49.21万 | 0.00% | 12,872 | 1,400 | 12.2% | $5.35万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $49.22万 | 0.00% | 51,373 | 14,008 | 37.5% | $13.42万 | 加仓 |
| HUM | HUMANA INC | $49.22万 | 0.00% | 1,239 | 78 | 6.7% | $3.10万 | 加仓 |
| UTES | ETFIS SER TR I | $49.23万 | 0.00% | 6,023 | 629 | 11.7% | $5.14万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $49.31万 | 0.00% | 1,844 | 1,844 | — | $49.31万 | 新建仓 |
| HD | HOME DEPOT INC 看涨期权 | $49.38万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $49.45万 | 0.00% | 4,402 | 404 | 10.1% | $4.54万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $49.53万 | 0.00% | 18,918 | 4,927 | 35.2% | $12.90万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $49.63万 | 0.00% | 4,902 | 4,902 | — | $49.63万 | 新建仓 |
| NOW | SERVICENOW INC 看涨期权 | $49.64万 | 0.00% | 5,000 | 5,000 | — | $49.64万 | 新建仓 |
| RL | RALPH LAUREN CORP | $49.66万 | 0.00% | 1,237 | -18 | -1.4% | -$7,226 | 减仓 |
| RMBS | RAMBUS INC DEL | $49.90万 | 0.00% | 3,760 | -66 | -1.7% | -$8,760 | 减仓 |
| USRT | ISHARES TR | $49.95万 | 0.00% | 7,516 | 7 | 0.1% | $465 | 加仓 |
| IBHH | ISHARES TR | $50.17万 | 0.00% | 21,350 | 21,350 | — | $50.17万 | 新建仓 |
| L | LOEWS CORP | $50.22万 | 0.00% | 4,436 | 140 | 3.3% | $1.58万 | 加仓 |
| DB | DEUTSCHE BK AG | $50.24万 | 0.00% | 14,883 | 4,833 | 48.1% | $16.32万 | 加仓 |
| BOKF | BOK FINL CORP | $50.35万 | 0.00% | 3,626 | 77 | 2.2% | $1.07万 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $50.46万 | 0.00% | 87,906 | 0 | 0.0% | — | 不变 |
| PBP | INVESCO EXCHANGE TRADED FD T | $50.51万 | 0.00% | 22,059 | 22,059 | — | $50.51万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $50.55万 | 0.00% | 3,805 | 858 | 29.1% | $11.40万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $50.57万 | 0.00% | 2,198 | 36 | 1.7% | $8,283 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $50.73万 | 0.00% | 10,171 | -628 | -5.8% | -$3.13万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $50.79万 | 0.00% | 23,255 | 727 | 3.2% | $1.59万 | 加仓 |
| CNC | CENTENE CORP DEL | $50.95万 | 0.00% | 7,937 | 7,937 | — | $50.95万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $50.99万 | 0.00% | 18,519 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $51.09万 | 0.00% | 5,825 | 54 | 0.9% | $4,736 | 加仓 |
| RBLX | ROBLOX CORP | $51.22万 | 0.00% | 9,419 | -7,925 | -45.7% | -$43.09万 | 减仓 |
| IAI | ISHARES TR | $51.24万 | 0.00% | 2,922 | 2,922 | — | $51.24万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $51.75万 | 0.00% | 8,726 | 2,765 | 46.4% | $16.40万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $51.86万 | 0.00% | 2,576 | 710 | 38.0% | $14.29万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $51.95万 | 0.00% | 13,054 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC 看涨期权 | $52.07万 | 0.00% | 2,000 | 1,900 | 1,900.0% | $49.47万 | 重新持有 |
| AVK | ADVENT CONV & INCOME FD | $52.12万 | 0.00% | 39,784 | -1,090 | -2.7% | -$1.43万 | 减仓 |
| HEI | HEICO CORP NEW | $52.25万 | 0.00% | 1,467 | 144 | 10.9% | $5.13万 | 加仓 |
| EFX | EQUIFAX INC | $52.32万 | 0.00% | 3,296 | 472 | 16.7% | $7.49万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $52.32万 | 0.00% | 10,901 | -615 | -5.3% | -$2.95万 | 减仓 |
| DON | WISDOMTREE TR | $52.38万 | 0.00% | 9,267 | -1,082 | -10.5% | -$6.12万 | 减仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $52.75万 | 0.00% | 28,903 | 1,403 | 5.1% | $2.56万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $52.81万 | 0.00% | 8,921 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR | $52.86万 | 0.00% | 53,559 | 15,318 | 40.1% | $15.12万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $52.87万 | 0.00% | 2,000 | 1,400 | 233.3% | $37.01万 | 重新持有 |
| FUMB | FIRST TR EXCH TRADED FD III | $52.97万 | 0.00% | 26,411 | 344 | 1.3% | $6,899 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $53.10万 | 0.00% | 10,500 | 2,000 | 23.5% | $10.12万 | 加仓 |
| APA | APA CORPORATION | $53.12万 | 0.00% | 16,311 | 2,871 | 21.4% | $9.35万 | 加仓 |
| MUSA | MURPHY USA INC | $53.14万 | 0.00% | 986 | 986 | — | $53.14万 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $53.40万 | 0.00% | 10,315 | 10,315 | — | $53.40万 | 新建仓 |
| ABT | ABBOTT LABORATORIES 看涨期权 | $53.54万 | 0.00% | 5,900 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $53.90万 | 0.00% | 259 | 7 | 2.8% | $1.46万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $53.93万 | 0.00% | 3,689 | -5,751 | -60.9% | -$84.07万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $54.19万 | 0.00% | 5,714 | -80 | -1.4% | -$7,587 | 减仓 |
| HPQ | HP INC | $54.22万 | 0.00% | 24,712 | 9,204 | 59.4% | $20.19万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $54.35万 | 0.00% | 6,232 | 3,731 | 149.2% | $32.54万 | 加仓 |
| USAR | USA RARE EARTH INC | $54.36万 | 0.00% | 25,189 | 12,529 | 99.0% | $27.04万 | 加仓 |
| BWX | SPDR SERIES TRUST | $54.42万 | 0.00% | 25,100 | 1,136 | 4.7% | $2.46万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $54.47万 | 0.00% | 9,701 | -671 | -6.5% | -$3.77万 | 减仓 |
| BC | BRUNSWICK CORP | $54.53万 | 0.00% | 6,473 | 1,242 | 23.7% | $10.46万 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $54.66万 | 0.00% | 112,930 | 3,322 | 3.0% | $1.61万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $54.66万 | 0.00% | 15,604 | 15,604 | — | $54.66万 | 新建仓 |
| BNOV | INNOVATOR ETFS TRUST | $54.76万 | 0.00% | 11,453 | -155 | -1.3% | -$7,411 | 减仓 |
| MDYG | SPDR SERIES TRUST | $54.90万 | 0.00% | 4,897 | 977 | 24.9% | $10.95万 | 加仓 |
| EQT | EQT CORP | $54.94万 | 0.00% | 10,334 | 1,393 | 15.6% | $7.41万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $55.12万 | 0.00% | 3,891 | 615 | 18.8% | $8.71万 | 加仓 |
| RYLD | GLOBAL X FDS | $55.19万 | 0.00% | 34,513 | 3,000 | 9.5% | $4.80万 | 加仓 |
| EWC | ISHARES INC | $55.20万 | 0.00% | 9,576 | -31 | -0.3% | -$1,787 | 减仓 |
| MTG | MGIC INVT CORP WIS | $55.20万 | 0.00% | 19,574 | 75 | 0.4% | $2,115 | 加仓 |
| ITB | ISHARES TR | $55.26万 | 0.00% | 5,289 | -908 | -14.7% | -$9.49万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $55.52万 | 0.00% | 1,034 | 20 | 2.0% | $1.07万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $55.53万 | 0.00% | 12,151 | -325 | -2.6% | -$1.49万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $55.59万 | 0.00% | 11,628 | -17 | -0.1% | -$813 | 减仓 |
| HCI | HCI GROUP INC | $55.61万 | 0.00% | 3,173 | 6 | 0.2% | $1,052 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $55.69万 | 0.00% | 2,456 | -258 | -9.5% | -$5.85万 | 减仓 |
| DXJ | WISDOMTREE TR | $55.73万 | 0.00% | 3,212 | 325 | 11.3% | $5.64万 | 加仓 |
| GHM | GRAHAM CORP | $55.76万 | 0.00% | 4,504 | 4,504 | — | $55.76万 | 新建仓 |
| SIL | GLOBAL X FDS | $55.79万 | 0.00% | 7,203 | 7,203 | — | $55.79万 | 新建仓 |
| DBEU | DBX ETF TR | $55.80万 | 0.00% | 10,342 | -1,269 | -10.9% | -$6.85万 | 减仓 |
| GLPI | GAMING & LEISURE P | $55.94万 | 0.00% | 12,562 | 835 | 7.1% | $3.72万 | 加仓 |