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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -283,419 | -100.0% | -$4,808.47万 | 清仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -1,464,649 | -100.0% | -$4,426.17万 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -67,616 | -100.0% | -$1,163.67万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -319,268 | -100.0% | -$826.26万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -8,502 | -100.0% | -$671.87万 | 清仓 |
| FFLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -126,263 | -100.0% | -$647.54万 | 清仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -46,052 | -100.0% | -$504.13万 | 清仓 |
| IPGP | IPG PHOTONICS CORP | $0 | 0.00% | 0 | -35,394 | -100.0% | -$405.58万 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -41,908 | -100.0% | -$238.79万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -22,347 | -100.0% | -$214.13万 | 清仓 |
| AVSF | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -43,587 | -100.0% | -$203.99万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -12,322 | -100.0% | -$191.63万 | 清仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -16,772 | -100.0% | -$177.03万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -49,881 | -100.0% | -$139.42万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -47,893 | -100.0% | -$139.18万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -14,136 | -100.0% | -$137.63万 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -9,476 | -100.0% | -$120.59万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -4,640 | -100.0% | -$118.08万 | 清仓 |
| — | MANAGED PORTFOLIO SERIES | $0 | 0.00% | 0 | -28,707 | -100.0% | -$116.12万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -7,125 | -100.0% | -$85.89万 | 清仓 |
| EEMA | ISHARES INC | $0 | 0.00% | 0 | -8,734 | -100.0% | -$83.62万 | 清仓 |
| TDW | TIDEWATER INC NEW | $0 | 0.00% | 0 | -9,327 | -100.0% | -$77.93万 | 清仓 |
| SILJ | AMPLIFY ETF TR | $0 | 0.00% | 0 | -23,322 | -100.0% | -$69.31万 | 清仓 |
| DRS | LEONARDO DRS INC | $0 | 0.00% | 0 | -14,543 | -100.0% | -$64.75万 | 清仓 |
| LUNR | INTUITIVE MACHINES INC | $0 | 0.00% | 0 | -31,883 | -100.0% | -$59.17万 | 清仓 |
| SCJ | ISHARES INC | $0 | 0.00% | 0 | -5,893 | -100.0% | -$57.21万 | 清仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$54.64万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -14,752 | -100.0% | -$52.81万 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -12,120 | -100.0% | -$45.33万 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -12,269 | -100.0% | -$45.19万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -4,621 | -100.0% | -$40.86万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -6,786 | -100.0% | -$40.22万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -5,931 | -100.0% | -$35.62万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,355 | -100.0% | -$35.18万 | 清仓 |
| IYE | ISHARES TR | $0 | 0.00% | 0 | -5,068 | -100.0% | -$32.83万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$32.52万 | 清仓 |
| MLPA | GLOBAL X FDS | $0 | 0.00% | 0 | -5,823 | -100.0% | -$31.37万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -13,093 | -100.0% | -$31.02万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -803 | -100.0% | -$30.53万 | 清仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -6,307 | -100.0% | -$30.21万 | 清仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $0 | 0.00% | 0 | -28,846 | -100.0% | -$29.65万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -6,596 | -100.0% | -$29.34万 | 清仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $0 | 0.00% | 0 | -18,296 | -100.0% | -$28.65万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -3,418 | -100.0% | -$27.36万 | 清仓 |
| — | SEMRUSH HLDGS INC | $0 | 0.00% | 0 | -22,860 | -100.0% | -$27.29万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,766 | -100.0% | -$27.04万 | 清仓 |
| IIIV | I3 VERTICALS INC | $0 | 0.00% | 0 | -12,079 | -100.0% | -$27.01万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -2,312 | -100.0% | -$26.04万 | 清仓 |
| CLX | CLOROX CO DEL 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$25.91万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -7,190 | -100.0% | -$25.27万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -4,138 | -100.0% | -$24.56万 | 清仓 |
| ADUS | ADDUS HOMECARE CORP | $0 | 0.00% | 0 | -2,605 | -100.0% | -$24.40万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -8,154 | -100.0% | -$24.05万 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -3,097 | -100.0% | -$23.04万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -641 | -100.0% | -$22.99万 | 清仓 |
| — | VILLAGE FARMS INTL INC | $0 | 0.00% | 0 | -80,537 | -100.0% | -$22.87万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -910 | -100.0% | -$22.27万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -10,080 | -100.0% | -$21.93万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -2,963 | -100.0% | -$21.77万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -1,956 | -100.0% | -$21.47万 | 清仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $0 | 0.00% | 0 | -18,329 | -100.0% | -$21.39万 | 清仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -13,187 | -100.0% | -$21.32万 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -5,421 | -100.0% | -$20.61万 | 清仓 |
| — | HIGH TIDE INC | $0 | 0.00% | 0 | -89,915 | -100.0% | -$20.59万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -6,732 | -100.0% | -$20.55万 | 清仓 |
| PRDO | PERDOCEO ED CORP | $0 | 0.00% | 0 | -5,482 | -100.0% | -$20.40万 | 清仓 |
| IAUM | ISHARES GOLD TR | $0 | 0.00% | 0 | -4,296 | -100.0% | -$20.06万 | 清仓 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -1,314 | -100.0% | -$20.02万 | 清仓 |
| EQIX | EQUINIX INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$19.60万 | 清仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -20,805 | -100.0% | -$19.56万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -10,389 | -100.0% | -$18.25万 | 清仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $0 | 0.00% | 0 | -12,790 | -100.0% | -$17.30万 | 清仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$15.34万 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -10,493 | -100.0% | -$15.25万 | 清仓 |
| KKR | KKR & CO INC 看涨期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$14.80万 | 清仓 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -10,636 | -100.0% | -$14.66万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -5,324 | -100.0% | -$14.37万 | 清仓 |
| JBLU | JETBLUE AIRWAYS CORP | $0 | 0.00% | 0 | -31,710 | -100.0% | -$14.02万 | 清仓 |
| TECK | TECK RESOURCES LTD | $0 | 0.00% | 0 | -2,653 | -100.0% | -$13.73万 | 清仓 |
| CHWY | CHEWY INC 看涨期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$13.50万 | 清仓 |
| WHR | WHIRLPOOL CORP 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$13.48万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -13,058 | -100.0% | -$13.29万 | 清仓 |
| — | MFS CHARTER INCOME TR | $0 | 0.00% | 0 | -21,366 | -100.0% | -$12.95万 | 清仓 |
| BTU | PEABODY ENGR CORP | $0 | 0.00% | 0 | -3,718 | -100.0% | -$12.25万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC 看涨期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$12.19万 | 清仓 |
| FSLY | FASTLY INC 看涨期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$11.62万 | 清仓 |
| BTU | PEABODY ENGR CORP 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$9.88万 | 清仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $0 | 0.00% | 0 | -12,265 | -100.0% | -$9.86万 | 清仓 |
| RTX | RTX CORPORATION 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$9.64万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$9.10万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -1,609 | -100.0% | -$8.68万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$8.58万 | 清仓 |
| AMZN | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$8.33万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -42,440 | -100.0% | -$8.28万 | 清仓 |
| — | MFS INVT GRADE MUN TR | $0 | 0.00% | 0 | -10,251 | -100.0% | -$8.19万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -12,258 | -100.0% | -$8.13万 | 清仓 |
| TECK | TECK RESOURCES LTD 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$7.76万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$7.68万 | 清仓 |
| NTR | NUTRIEN LTD 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.55万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.27万 | 清仓 |