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 |
|---|---|---|---|---|---|---|---|---|
| FAUG | FIRST TR EXCHNG TRADED FD VI | $63.18万 | 0.01% | 12,200 | 6,221 | 104.0% | $32.22万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $63.02万 | 0.01% | 13,733 | -4,338 | -24.0% | -$19.91万 | 减仓 |
| ROKU | ROKU INC | $62.84万 | 0.01% | 6,641 | 550 | 9.0% | $5.20万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $62.73万 | 0.01% | 16,460 | 16,460 | — | $62.73万 | 新建仓 |
| — | PACER FDS TR | $62.70万 | 0.01% | 19,584 | -411 | -2.1% | -$1.32万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $62.69万 | 0.01% | 3,208 | 398 | 14.2% | $7.78万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $62.36万 | 0.01% | 11,819 | 4,754 | 67.3% | $25.08万 | 加仓 |
| EMLC | VANECK ETF TRUST | $62.21万 | 0.01% | 24,774 | 13,570 | 121.1% | $34.07万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $62.06万 | 0.01% | 16,576 | 358 | 2.2% | $1.34万 | 加仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $61.93万 | 0.01% | 41,120 | 12,250 | 42.4% | $18.45万 | 加仓 |
| LKQ | LKQ CORP | $61.57万 | 0.01% | 20,963 | 425 | 2.1% | $1.25万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $61.43万 | 0.01% | 37,391 | 3,711 | 11.0% | $6.10万 | 加仓 |
| IGF | ISHARES TR | $61.34万 | 0.01% | 9,156 | -314 | -3.3% | -$2.10万 | 减仓 |
| EAT | BRINKER INTL INC | $61.13万 | 0.01% | 4,282 | -846 | -16.5% | -$12.08万 | 减仓 |
| KRE | SPDR SERIES TRUST | $60.95万 | 0.01% | 9,356 | -247 | -2.6% | -$1.61万 | 减仓 |
| RY | ROYAL BK CDA | $60.94万 | 0.01% | 3,766 | 883 | 30.6% | $14.29万 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $60.75万 | 0.01% | 30,269 | 45 | 0.1% | $903 | 加仓 |
| MCO | MOODYS CORP | $60.65万 | 0.01% | 1,390 | -515 | -27.0% | -$22.47万 | 减仓 |
| ABT | ABBOTT LABORATORIES 看涨期权 | $60.58万 | 0.01% | 5,900 | 5,900 | — | $60.58万 | 新建仓 |
| BIO | BIO RAD LABS INC | $60.27万 | 0.01% | 2,162 | -954 | -30.6% | -$26.59万 | 减仓 |
| OC | OWENS CORNING NEW | $60.14万 | 0.01% | 5,558 | 466 | 9.2% | $5.04万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $59.94万 | 0.01% | 2,908 | 835 | 40.3% | $17.21万 | 加仓 |
| ISPY | PROSHARES TR | $59.82万 | 0.01% | 13,800 | -2,200 | -13.8% | -$9.54万 | 减仓 |
| CRNC | CERENCE INC | $59.80万 | 0.01% | 94,770 | 37,911 | 66.7% | $23.92万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $59.22万 | 0.01% | 7,683 | -1,564 | -16.9% | -$12.06万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $59.17万 | 0.01% | 31,883 | 7,751 | 32.1% | $14.39万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $59.05万 | 0.01% | 9,321 | -2,110 | -18.5% | -$13.37万 | 减仓 |
| IPAC | ISHARES TR | $58.95万 | 0.01% | 7,705 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $58.73万 | 0.01% | 17,484 | 3,870 | 28.4% | $13.00万 | 加仓 |
| BELFB | BEL FUSE INC | $58.68万 | 0.01% | 2,964 | 2,964 | — | $58.68万 | 新建仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $58.48万 | 0.01% | 38,421 | 1,944 | 5.3% | $2.96万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $58.39万 | 0.01% | 27,297 | -5,485 | -16.7% | -$11.73万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $58.31万 | 0.01% | 109,608 | 109,608 | — | $58.31万 | 新建仓 |
| OGE | OGE ENERGY CORP | $58.02万 | 0.01% | 12,098 | -1,379 | -10.2% | -$6.61万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $57.89万 | 0.01% | 4,548 | -428 | -8.6% | -$5.45万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $57.56万 | 0.01% | 11,812 | 2,496 | 26.8% | $12.16万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $57.52万 | 0.01% | 8,292 | -2,730 | -24.8% | -$18.94万 | 减仓 |
| SCJ | ISHARES INC | $57.21万 | 0.01% | 5,893 | -497 | -7.8% | -$4.82万 | 减仓 |
| TRGP | TARGA RES CORP | $57.09万 | 0.01% | 2,277 | 547 | 31.6% | $13.71万 | 加仓 |
| HYD | VANECK ETF TRUST | $57.04万 | 0.01% | 11,376 | 257 | 2.3% | $1.29万 | 加仓 |
| APA | APA CORPORATION | $57.04万 | 0.01% | 13,440 | -1,409 | -9.5% | -$5.98万 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $57.00万 | 0.01% | 38,435 | -14,006 | -26.7% | -$20.77万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $56.98万 | 0.01% | 6,385 | -2,749 | -30.1% | -$24.53万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $56.95万 | 0.01% | 8,373 | -225 | -2.6% | -$1.53万 | 减仓 |
| EQT | EQT CORP | $56.90万 | 0.01% | 8,941 | 2,931 | 48.8% | $18.65万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $56.77万 | 0.01% | 9,253 | 1,608 | 21.0% | $9.87万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $56.76万 | 0.01% | 9,464 | -132 | -1.4% | -$7,916 | 减仓 |
| KAI | KADANT INC | $56.69万 | 0.01% | 1,939 | 239 | 14.1% | $6.99万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $56.59万 | 0.01% | 4,125 | 82 | 2.0% | $1.12万 | 加仓 |
| DBEU | DBX ETF TR | $56.57万 | 0.01% | 11,611 | 1,162 | 11.1% | $5.66万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $56.46万 | 0.01% | 12,239 | 4,273 | 53.6% | $19.71万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $56.35万 | 0.01% | 1,873 | -599 | -24.2% | -$18.02万 | 减仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $56.26万 | 0.01% | 44,475 | 21,525 | 93.8% | $27.23万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $56.15万 | 0.01% | 6,923 | 4,016 | 138.1% | $32.57万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $56.15万 | 0.01% | 21,140 | 10,379 | 96.5% | $27.57万 | 加仓 |
| ITB | ISHARES TR | $56.12万 | 0.01% | 6,197 | -1,412 | -18.6% | -$12.79万 | 减仓 |
| VLU | SPDR SERIES TRUST | $56.10万 | 0.01% | 2,609 | 2 | 0.1% | $430 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $55.95万 | 0.01% | 23,951 | 23,951 | — | $55.95万 | 新建仓 |
| QXO | QXO INC | $55.82万 | 0.01% | 28,743 | 3,941 | 15.9% | $7.65万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $55.74万 | 0.01% | 7,280 | -3,091 | -29.8% | -$23.66万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $55.66万 | 0.01% | 50,322 | -176,707 | -77.8% | -$195.44万 | 减仓 |
| — | THOMSON REUTERS CORP | $55.25万 | 0.01% | 6,140 | 2,893 | 89.1% | $26.03万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $54.82万 | 0.01% | 11,402 | -3,614 | -24.1% | -$17.38万 | 减仓 |
| VRSN | VERISIGN INC | $54.79万 | 0.01% | 2,206 | 197 | 9.8% | $4.89万 | 加仓 |
| IXC | ISHARES TR | $54.69万 | 0.01% | 9,493 | 9,493 | — | $54.69万 | 新建仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM 看涨期权 | $54.64万 | 0.01% | 20,000 | 20,000 | — | $54.64万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $54.60万 | 0.01% | 36,646 | 7,304 | 24.9% | $10.88万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $54.54万 | 0.01% | 75,432 | -29,838 | -28.3% | -$21.57万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $54.53万 | 0.01% | 24,247 | -100,353 | -80.5% | -$225.70万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $54.52万 | 0.01% | 12,646 | 693 | 5.8% | $2.99万 | 加仓 |
| HAS | HASBRO INC | $54.45万 | 0.01% | 5,817 | 556 | 10.6% | $5.20万 | 加仓 |
| DON | WISDOMTREE TR | $54.37万 | 0.01% | 10,349 | -27,194 | -72.4% | -$142.88万 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $54.33万 | 0.01% | 27,004 | 89 | 0.3% | $1,791 | 加仓 |
| DTCR | GLOBAL X FDS | $54.29万 | 0.01% | 22,659 | 22,659 | — | $54.29万 | 新建仓 |
| DY | DYCOM INDS INC | $54.28万 | 0.01% | 1,602 | 520 | 48.1% | $17.62万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $54.06万 | 0.01% | 2,317 | -1 | -0.0% | -$233 | 减仓 |
| SKYW | SKYWEST INC | $54.05万 | 0.01% | 5,886 | -1,758 | -23.0% | -$16.14万 | 减仓 |
| VTRS | VIATRIS INC | $53.93万 | 0.01% | 39,916 | 7,053 | 21.5% | $9.53万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $53.85万 | 0.01% | 13,114 | 13,114 | — | $53.85万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $53.81万 | 0.01% | 2,714 | 599 | 28.3% | $11.88万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $53.81万 | 0.01% | 12,476 | -3,043 | -19.6% | -$13.12万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $53.80万 | 0.01% | 9,847 | -10,488 | -51.6% | -$57.30万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $53.79万 | 0.01% | 103,850 | 798 | 0.8% | $4,134 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $53.79万 | 0.01% | 13,624 | -227,833 | -94.4% | -$899.51万 | 减仓 |
| P | EVERPURE INC | $53.29万 | 0.01% | 9,026 | 290 | 3.3% | $1.71万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $53.10万 | 0.01% | 10,799 | 10,799 | — | $53.10万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $53.08万 | 0.01% | 1,014 | 1,014 | — | $53.08万 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $53.07万 | 0.01% | 10,239 | 10,239 | — | $53.07万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $52.81万 | 0.01% | 14,752 | 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 |
| PMAY | INNOVATOR ETFS TRUST | $52.80万 | 0.01% | 13,220 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $52.64万 | 0.01% | 9,607 | 5,175 | 116.8% | $28.35万 | 加仓 |
| BWX | SPDR SERIES TRUST | $52.60万 | 0.01% | 23,964 | 1,062 | 4.6% | $2.33万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $52.38万 | 0.01% | 21,122 | 865 | 4.3% | $2.15万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $52.37万 | 0.01% | 3,998 | -205 | -4.9% | -$2.69万 | 减仓 |
| WAB | WABTEC | $52.37万 | 0.01% | 2,095 | 420 | 25.1% | $10.50万 | 加仓 |
| KHC | KRAFT HEINZ CO | $52.33万 | 0.01% | 23,267 | -1,606 | -6.5% | -$3.61万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $52.26万 | 0.01% | 26,067 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $52.03万 | 0.01% | 11,727 | -69 | -0.6% | -$3,062 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $51.84万 | 0.01% | 5,753 | 826 | 16.8% | $7.44万 | 加仓 |