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 |
|---|---|---|---|---|---|---|---|---|
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $101.73万 | 0.01% | 20,404 | 14,261 | 232.2% | $71.10万 | 加仓 |
| SNY | SANOFI SA | $101.45万 | 0.01% | 23,781 | 1,471 | 6.6% | $6.28万 | 加仓 |
| HNGE | HINGE HEALTH INC | $101.42万 | 0.01% | 12,219 | -10,083 | -45.2% | -$83.69万 | 减仓 |
| SDOG | ALPS ETF TR | $101.38万 | 0.01% | 14,860 | -500 | -3.3% | -$3.41万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $101.09万 | 0.01% | 13,986 | -348 | -2.4% | -$2.52万 | 减仓 |
| FTMS | PUTNAM ETF TRUST | $100.78万 | 0.01% | 101,341 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $100.78万 | 0.01% | 15,200 | 10,818 | 246.9% | $71.72万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $100.35万 | 0.01% | 1,852 | 19 | 1.0% | $1.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $100.05万 | 0.01% | 5,000 | 400 | 8.7% | $8.00万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $99.98万 | 0.01% | 12,446 | 1,172 | 10.4% | $9.41万 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $99.72万 | 0.01% | 33,917 | 33,917 | — | $99.72万 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $99.42万 | 0.01% | 4,546 | -224 | -4.7% | -$4.90万 | 减仓 |
| ESGE | ISHARES INC | $99.16万 | 0.01% | 18,132 | 2,910 | 19.1% | $15.91万 | 加仓 |
| TRLV | TRULIEVE CANNABIS CORP | $99.05万 | 0.01% | 100,761 | 100,761 | — | $99.05万 | 新建仓 |
| WPC | WP CAREY INC | $98.80万 | 0.01% | 13,818 | 148 | 1.1% | $1.06万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $98.45万 | 0.01% | 8,107 | 1,222 | 17.7% | $14.84万 | 加仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $98.25万 | 0.01% | 52,261 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $98.20万 | 0.01% | 37,712 | -3,070 | -7.5% | -$7.99万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $97.94万 | 0.01% | 3,926 | 1,507 | 62.3% | $37.60万 | 加仓 |
| LII | LENNOX INTL INC | $97.40万 | 0.01% | 1,700 | 272 | 19.0% | $15.58万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $96.75万 | 0.01% | 13,528 | -1,858 | -12.1% | -$13.29万 | 减仓 |
| RKLB | ROCKET LAB CORP 看涨期权 | $96.57万 | 0.01% | 9,500 | 9,500 | — | $96.57万 | 新建仓 |
| TE | T1 ENERGY INC | $96.57万 | 0.01% | 101,863 | -209,112 | -67.2% | -$198.24万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $96.56万 | 0.01% | 19,425 | 961 | 5.2% | $4.78万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $96.54万 | 0.01% | 17,871 | 517 | 3.0% | $2.79万 | 加仓 |
| ABNB | AIRBNB INC | $96.29万 | 0.01% | 6,729 | 151 | 2.3% | $2.16万 | 加仓 |
| NTAP | NETAPP INC | $96.26万 | 0.01% | 6,220 | -1,374 | -18.1% | -$21.26万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $95.92万 | 0.01% | 27,351 | 27,351 | — | $95.92万 | 新建仓 |
| TAXF | AMERICAN CENTY ETF TR | $95.72万 | 0.01% | 18,829 | 14,329 | 318.4% | $72.84万 | 加仓 |
| AVY | AVERY DENNISON CORP | $95.68万 | 0.01% | 5,894 | 36 | 0.6% | $5,844 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $95.45万 | 0.01% | 21,522 | -114 | -0.5% | -$5,056 | 减仓 |
| BELFB | BEL FUSE INC | $94.87万 | 0.01% | 2,848 | -116 | -3.9% | -$3.86万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $94.63万 | 0.01% | 7,257 | -84 | -1.1% | -$1.10万 | 减仓 |
| WTV | WISDOMTREE TR | $94.58万 | 0.01% | 9,298 | -1,297 | -12.2% | -$13.19万 | 减仓 |
| RBRK | RUBRIK INC. | $94.42万 | 0.01% | 11,761 | 3,814 | 48.0% | $30.62万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $94.36万 | 0.01% | 37,233 | 37,233 | — | $94.36万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $94.29万 | 0.01% | 20,044 | -1,241 | -5.8% | -$5.84万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $94.25万 | 0.01% | 17,720 | 4,834 | 37.5% | $25.71万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $93.81万 | 0.01% | 11,965 | 2,260 | 23.3% | $17.72万 | 加仓 |
| IBDT | ISHARES TR | $93.71万 | 0.01% | 37,112 | 37,112 | — | $93.71万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $92.75万 | 0.01% | 3,908 | 1,591 | 68.7% | $37.76万 | 加仓 |
| TALO | TALOS ENERGY INC | $92.55万 | 0.01% | 71,688 | 103 | 0.1% | $1,330 | 加仓 |
| CAIE | CALAMOS ETF TR | $92.01万 | 0.01% | 33,814 | 3,043 | 9.9% | $8.28万 | 加仓 |
| SHAK | SHAKE SHACK INC | $91.35万 | 0.01% | 16,306 | -15,354 | -48.5% | -$86.01万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $91.31万 | 0.01% | 9,778 | 7,019 | 254.4% | $65.55万 | 加仓 |
| OC | OWENS CORNING NEW | $91.31万 | 0.01% | 5,744 | 186 | 3.3% | $2.96万 | 加仓 |
| VAW | VANGUARD WORLD FD | $91.29万 | 0.01% | 3,990 | 226 | 6.0% | $5.17万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $91.17万 | 0.01% | 44,345 | 2,244 | 5.3% | $4.61万 | 加仓 |
| SF | STIFEL FINL CORP | $90.97万 | 0.01% | 13,038 | -644 | -4.7% | -$4.49万 | 减仓 |
| MTB | M & T BK CORP | $90.93万 | 0.01% | 3,820 | -4,082 | -51.7% | -$97.17万 | 减仓 |
| PPL | PPL CORP | $90.76万 | 0.01% | 24,968 | 3,078 | 14.1% | $11.19万 | 加仓 |
| MSCI | MSCI INC | $90.67万 | 0.01% | 1,619 | 158 | 10.8% | $8.85万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $90.63万 | 0.01% | 9,356 | 572 | 6.5% | $5.54万 | 加仓 |
| PPG | PPG INDS INC | $90.61万 | 0.01% | 7,471 | 528 | 7.6% | $6.40万 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $90.54万 | 0.01% | 78,050 | 8,033 | 11.5% | $9.32万 | 加仓 |
| ITT | ITT INC | $90.50万 | 0.01% | 4,576 | 224 | 5.1% | $4.43万 | 加仓 |
| TMFC | RBB FD INC | $90.49万 | 0.01% | 11,881 | 535 | 4.7% | $4.07万 | 加仓 |
| IREN | IREN LIMITED | $90.41万 | 0.01% | 19,771 | 1,017 | 5.4% | $4.65万 | 加仓 |
| CTRE | CARETRUST REIT INC | $90.33万 | 0.01% | 22,386 | 529 | 2.4% | $2.13万 | 加仓 |
| MLPX | GLOBAL X FDS | $90.10万 | 0.01% | 12,231 | 2,693 | 28.2% | $19.84万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $89.91万 | 0.01% | 43,269 | 2,081 | 5.1% | $4.32万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $89.85万 | 0.01% | 28,455 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $89.59万 | 0.01% | 4,484 | -40 | -0.9% | -$7,992 | 减仓 |
| CSL | CARLISLE COS INC | $89.57万 | 0.01% | 2,469 | 409 | 19.9% | $14.84万 | 加仓 |
| CDE | COEUR MNG INC | $89.29万 | 0.01% | 54,712 | 12,865 | 30.7% | $21.00万 | 加仓 |
| GLDM | WORLD GOLD TR | $89.20万 | 0.01% | 11,232 | -66,287 | -85.5% | -$526.43万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $89.03万 | 0.01% | 17,584 | 373 | 2.2% | $1.89万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $88.94万 | 0.01% | 9,021 | 442 | 5.2% | $4.36万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $88.87万 | 0.01% | 9,181 | -194 | -2.1% | -$1.88万 | 减仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $88.47万 | 0.01% | 28,267 | 735 | 2.7% | $2.30万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $88.06万 | 0.01% | 20,461 | 7,347 | 56.0% | $31.62万 | 加仓 |
| IWL | ISHARES TR | $88.00万 | 0.01% | 4,758 | 400 | 9.2% | $7.40万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $87.97万 | 0.01% | 15,234 | -30,329 | -66.6% | -$175.14万 | 减仓 |
| TLN | TALEN ENERGY CORP | $87.96万 | 0.01% | 2,289 | 1,044 | 83.9% | $40.12万 | 加仓 |
| NWG | NATWEST GROUP PLC | $87.76万 | 0.01% | 49,781 | 13,135 | 35.8% | $23.16万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $87.73万 | 0.01% | 20,934 | 1,766 | 9.2% | $7.40万 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $87.62万 | 0.01% | 90,328 | -40,195 | -30.8% | -$38.99万 | 减仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $87.61万 | 0.01% | 64,275 | 19,800 | 44.5% | $26.99万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $87.13万 | 0.01% | 4,932 | 504 | 11.4% | $8.90万 | 加仓 |
| RY | ROYAL BK CDA | $87.12万 | 0.01% | 4,209 | 443 | 11.8% | $9.17万 | 加仓 |
| ADSK | AUTODESK INC | $86.78万 | 0.01% | 4,463 | 117 | 2.7% | $2.27万 | 加仓 |
| — | PGIM ROCK ETF TR | $86.74万 | 0.01% | 26,582 | -8,219 | -23.6% | -$26.82万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $86.74万 | 0.01% | 15,747 | -65 | -0.4% | -$3,580 | 减仓 |
| GSK | GSK PLC | $86.47万 | 0.01% | 16,496 | -19 | -0.1% | -$996 | 减仓 |
| XT | ISHARES TR | $86.35万 | 0.01% | 10,450 | 43 | 0.4% | $3,553 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $86.31万 | 0.01% | 31,533 | -575 | -1.8% | -$1.57万 | 减仓 |
| NUEM | NUSHARES ETF TR | $86.06万 | 0.01% | 20,280 | -748 | -3.6% | -$3.17万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $86.00万 | 0.01% | 7,853 | 1,492 | 23.5% | $16.34万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $85.91万 | 0.01% | 34,284 | 4,503 | 15.1% | $11.28万 | 加仓 |
| FLOT | ISHARES TR | $85.86万 | 0.01% | 16,818 | 2,216 | 15.2% | $11.31万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $85.84万 | 0.01% | 5,986 | 105 | 1.8% | $1.51万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $85.77万 | 0.01% | 10,292 | 443 | 4.5% | $3.69万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $85.68万 | 0.01% | 72,985 | 33,518 | 84.9% | $39.35万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $85.44万 | 0.01% | 92,663 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $85.29万 | 0.01% | 28,699 | 952 | 3.4% | $2.83万 | 加仓 |
| ZS | ZSCALER INC | $85.16万 | 0.01% | 6,033 | 4,495 | 292.3% | $63.45万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $85.10万 | 0.01% | 22,779 | -960 | -4.0% | -$3.59万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $85.09万 | 0.01% | 6,177 | 489 | 8.6% | $6.74万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $85.05万 | 0.01% | 16,154 | 634 | 4.1% | $3.34万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $84.83万 | 0.01% | 14,504 | -68 | -0.5% | -$3,977 | 减仓 |