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 |
|---|---|---|---|---|---|---|---|---|
| FHN | FIRST HORIZON CORPORATION | $93.70万 | 0.01% | 41,167 | 873 | 2.2% | $1.99万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $93.35万 | 0.01% | 18,750 | 10,182 | 118.8% | $50.69万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $93.07万 | 0.01% | 5,860 | -686 | -10.5% | -$10.89万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $92.94万 | 0.01% | 76,114 | -28,726 | -27.4% | -$35.07万 | 减仓 |
| WPC | WP CAREY INC | $92.90万 | 0.01% | 13,670 | -297 | -2.1% | -$2.02万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $92.11万 | 0.01% | 11,650 | 7,131 | 157.8% | $56.38万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $92.07万 | 0.01% | 3,470 | -254 | -6.8% | -$6.74万 | 减仓 |
| LLY | ELI LILLY & CO 看跌期权 | $91.98万 | 0.01% | 1,000 | -1,000 | -50.0% | -$91.98万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $91.59万 | 0.01% | 17,354 | 5,948 | 52.1% | $31.39万 | 加仓 |
| AIPO | TIDAL TRUST II | $91.56万 | 0.01% | 36,683 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $91.39万 | 0.01% | 19,798 | 2,378 | 13.7% | $10.98万 | 加仓 |
| GSK | GSK PLC | $91.14万 | 0.01% | 16,515 | -1,522 | -8.4% | -$8.40万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $90.87万 | 0.01% | 13,980 | 2,599 | 22.8% | $16.89万 | 加仓 |
| HDV | ISHARES TR | $90.29万 | 0.01% | 6,652 | -509 | -7.1% | -$6.91万 | 减仓 |
| ATI | ATI INC | $90.23万 | 0.01% | 6,203 | 693 | 12.6% | $10.08万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $89.89万 | 0.01% | 5,688 | -803 | -12.4% | -$12.69万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $89.66万 | 0.01% | 25,257 | -1,998 | -7.3% | -$7.09万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $89.41万 | 0.01% | 130,523 | 15,147 | 13.1% | $10.38万 | 加仓 |
| VPU | VANGUARD WORLD FD | $89.36万 | 0.01% | 4,510 | 407 | 9.9% | $8.06万 | 加仓 |
| MFC | MANULIFE FINL CORP | $88.83万 | 0.01% | 25,795 | 1,774 | 7.4% | $6.11万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $88.63万 | 0.01% | 32,108 | -3,895 | -10.8% | -$10.75万 | 减仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $88.54万 | 0.01% | 27,532 | 742 | 2.8% | $2.39万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $88.40万 | 0.01% | 21,636 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $88.35万 | 0.01% | 26,400 | -1,742 | -6.2% | -$5.83万 | 减仓 |
| NDSN | NORDSON CORP | $88.18万 | 0.01% | 3,314 | -505 | -13.2% | -$13.44万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $87.89万 | 0.01% | 14,334 | -7,226 | -33.5% | -$44.31万 | 减仓 |
| WRB | BERKLEY W R CORP | $87.89万 | 0.01% | 13,261 | -1,493 | -10.1% | -$9.90万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $87.85万 | 0.01% | 6,976 | 560 | 8.7% | $7.05万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $87.60万 | 0.01% | 40,369 | 15,009 | 59.2% | $32.57万 | 加仓 |
| SHYG | ISHARES TR | $87.25万 | 0.01% | 20,622 | -14,957 | -42.0% | -$63.28万 | 减仓 |
| DOV | DOVER CORP | $87.22万 | 0.01% | 4,184 | 275 | 7.0% | $5.73万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $87.15万 | 0.01% | 3,266 | -30 | -0.9% | -$8,005 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $87.12万 | 0.01% | 8,614 | -146 | -1.7% | -$1.48万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $86.86万 | 0.01% | 11,652 | 1,247 | 12.0% | $9.30万 | 加仓 |
| GGG | GRACO INC | $86.71万 | 0.01% | 10,243 | 919 | 9.9% | $7.78万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $86.58万 | 0.01% | 9,375 | 77 | 0.8% | $7,111 | 加仓 |
| SYSB | ISHARES TR | $86.57万 | 0.01% | 9,727 | 9,727 | — | $86.57万 | 新建仓 |
| BCS | BARCLAYS PLC | $86.39万 | 0.01% | 40,826 | -14,308 | -26.0% | -$30.28万 | 减仓 |
| HNGE | HINGE HEALTH INC | $86.00万 | 0.01% | 22,302 | 12,612 | 130.2% | $48.63万 | 加仓 |
| NXT | NEXTPOWER INC | $85.89万 | 0.01% | 7,125 | 7,125 | — | $85.89万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $85.76万 | 0.01% | 17,211 | 17,211 | — | $85.76万 | 新建仓 |
| BLBD | BLUE BIRD CORP | $85.70万 | 0.01% | 15,091 | -6,985 | -31.6% | -$39.67万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $85.64万 | 0.01% | 7,134 | 961 | 15.6% | $11.54万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $85.56万 | 0.01% | 41,188 | 782 | 1.9% | $1.62万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $85.02万 | 0.01% | 28,455 | 28,455 | — | $85.02万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $84.83万 | 0.01% | 3,764 | -728 | -16.2% | -$16.41万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $84.51万 | 0.01% | 18,464 | 1,003 | 5.7% | $4.59万 | 加仓 |
| EXC | EXELON CORP | $84.32万 | 0.01% | 17,201 | 4,018 | 30.5% | $19.70万 | 加仓 |
| IWS | ISHARES TR | $84.16万 | 0.01% | 5,774 | 430 | 8.0% | $6.27万 | 加仓 |
| INSM | INSMED INC | $84.07万 | 0.01% | 5,141 | 1,211 | 30.8% | $19.80万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $83.93万 | 0.01% | 7,341 | 429 | 6.2% | $4.90万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $83.73万 | 0.01% | 15,386 | -6,872 | -30.9% | -$37.40万 | 减仓 |
| PPL | PPL CORP | $83.62万 | 0.01% | 21,890 | 4,523 | 26.0% | $17.28万 | 加仓 |
| EEMA | ISHARES INC | $83.62万 | 0.01% | 8,734 | -3,734 | -29.9% | -$35.75万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $83.57万 | 0.01% | 7,660 | -7,158 | -48.3% | -$78.09万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $83.55万 | 0.01% | 1,761 | 1,761 | — | $83.55万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $83.30万 | 0.01% | 92,663 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $83.20万 | 0.01% | 15,072 | 2,952 | 24.4% | $16.30万 | 加仓 |
| CBRE | CBRE GROUP INC | $83.16万 | 0.01% | 6,139 | -41 | -0.7% | -$5,554 | 减仓 |
| ABNB | AIRBNB INC | $83.07万 | 0.01% | 6,578 | 511 | 8.4% | $6.45万 | 加仓 |
| ITT | ITT INC | $82.92万 | 0.01% | 4,352 | 1,150 | 35.9% | $21.91万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $82.56万 | 0.01% | 26,796 | 26,796 | — | $82.56万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $82.32万 | 0.01% | 12,575 | 1,535 | 13.9% | $10.05万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $82.11万 | 0.01% | 10,912 | -4,663 | -29.9% | -$35.09万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $81.97万 | 0.01% | 8,784 | -847 | -8.8% | -$7.90万 | 减仓 |
| GPN | GLOBAL PMTS INC | $81.68万 | 0.01% | 12,137 | 3,895 | 47.3% | $26.21万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $80.96万 | 0.01% | 11,274 | 1,661 | 17.3% | $11.93万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $80.86万 | 0.01% | 20,316 | 230 | 1.1% | $9,154 | 加仓 |
| — | INNOVATOR ETFS TRUST | $80.54万 | 0.01% | 23,739 | -1,467 | -5.8% | -$4.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $80.22万 | 0.01% | 4,600 | 200 | 4.5% | $3.49万 | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $80.18万 | 0.01% | 17,728 | -34,362 | -66.0% | -$155.42万 | 减仓 |
| CTRE | CARETRUST REIT INC | $80.11万 | 0.01% | 21,857 | -7,820 | -26.4% | -$28.66万 | 减仓 |
| B | BARRICK MNG CORP | $80.08万 | 0.01% | 19,631 | -50,073 | -71.8% | -$204.25万 | 减仓 |
| AMCR | AMCOR PLC | $79.96万 | 0.01% | 20,116 | 20,116 | — | $79.96万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $79.58万 | 0.01% | 15,812 | 15,812 | — | $79.58万 | 新建仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $79.39万 | 0.01% | 14,264 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $79.23万 | 0.01% | 1,247 | 1,247 | — | $79.23万 | 新建仓 |
| MPLX | MPLX LP | $79.16万 | 0.01% | 13,871 | -7,722 | -35.8% | -$44.07万 | 减仓 |
| JNK | SPDR SERIES TRUST | $79.09万 | 0.01% | 8,263 | 880 | 11.9% | $8.42万 | 加仓 |
| VIRT | VIRTU FINL INC | $79.03万 | 0.01% | 17,970 | -7,028 | -28.1% | -$30.91万 | 减仓 |
| NGVT | INGEVITY CORP | $79.03万 | 0.01% | 11,095 | 260 | 2.4% | $1.85万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $78.90万 | 0.01% | 39,530 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $78.73万 | 0.01% | 1,461 | -19 | -1.3% | -$1.02万 | 减仓 |
| SNPS | SYNOPSYS INC | $78.62万 | 0.01% | 1,983 | -50 | -2.5% | -$1.98万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $78.56万 | 0.01% | 4,945 | -411 | -7.7% | -$6.53万 | 减仓 |
| CDE | COEUR MNG INC | $78.55万 | 0.01% | 41,847 | -4,935 | -10.5% | -$9.26万 | 减仓 |
| EBAY | EBAY INC. | $78.21万 | 0.01% | 8,593 | 603 | 7.5% | $5.49万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $78.02万 | 0.01% | 8,009 | 8,009 | — | $78.02万 | 新建仓 |
| TDW | TIDEWATER INC NEW | $77.93万 | 0.01% | 9,327 | 9,327 | — | $77.93万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $77.87万 | 0.01% | 10,224 | 373 | 3.8% | $2.84万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $77.81万 | 0.01% | 14,572 | 9,489 | 186.7% | $50.67万 | 加仓 |
| NTAP | NETAPP INC | $77.76万 | 0.01% | 7,594 | -846 | -10.0% | -$8.66万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $77.73万 | 0.01% | 3,791 | -1,069 | -22.0% | -$21.92万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $77.69万 | 0.01% | 27,747 | 27,747 | — | $77.69万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $77.56万 | 0.01% | 18,605 | 18,605 | — | $77.56万 | 新建仓 |
| CAIE | CALAMOS ETF TR | $77.36万 | 0.01% | 30,771 | 12,223 | 65.9% | $30.73万 | 加仓 |
| NUEM | NUSHARES ETF TR | $77.25万 | 0.01% | 21,028 | 3,400 | 19.3% | $12.49万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $76.88万 | 0.01% | 70,663 | 20,228 | 40.1% | $22.01万 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $76.88万 | 0.01% | 70,017 | 54,301 | 345.5% | $59.62万 | 加仓 |
| BRO | BROWN & BROWN INC | $76.58万 | 0.01% | 11,744 | -3,382 | -22.4% | -$22.05万 | 减仓 |