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 |
|---|---|---|---|---|---|---|---|---|
| SLYV | SPDR SERIES TRUST | $84.79万 | 0.01% | 7,771 | 411 | 5.6% | $4.48万 | 加仓 |
| ACWV | ISHARES INC | $84.72万 | 0.01% | 7,047 | 1,254 | 21.6% | $15.08万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $84.54万 | 0.01% | 4,174 | 82 | 2.0% | $1.66万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $84.19万 | 0.01% | 7,563 | -97 | -1.3% | -$1.08万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $84.03万 | 0.01% | 8,072 | 3,871 | 92.1% | $40.30万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $83.71万 | 0.01% | 15,195 | 15 | 0.1% | $826 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $83.66万 | 0.01% | 19,118 | 1,710 | 9.8% | $7.48万 | 加仓 |
| VICI | VICI PPTYS INC | $83.65万 | 0.01% | 31,506 | 5,128 | 19.4% | $13.62万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $83.61万 | 0.01% | 8,166 | -732 | -8.2% | -$7.50万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $83.54万 | 0.01% | 35,087 | -3,528 | -9.1% | -$8.40万 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $83.21万 | 0.01% | 14,346 | 82 | 0.6% | $4,756 | 加仓 |
| AMP | AMERIPRISE FINL INC | $83.08万 | 0.01% | 1,811 | -372 | -17.0% | -$17.07万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $82.98万 | 0.01% | 34,374 | -5,657 | -14.1% | -$13.66万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $82.88万 | 0.01% | 11,858 | 712 | 6.4% | $4.98万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $82.87万 | 0.01% | 7,010 | 603 | 9.4% | $7.13万 | 加仓 |
| NGVT | INGEVITY CORP | $82.83万 | 0.01% | 11,093 | -2 | -0.0% | -$149 | 减仓 |
| B | BARRICK MNG CORP | $82.82万 | 0.01% | 22,549 | 2,918 | 14.9% | $10.72万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $82.59万 | 0.01% | 15,949 | 9,959 | 166.3% | $51.57万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $82.44万 | 0.01% | 8,137 | -477 | -5.5% | -$4.83万 | 减仓 |
| ABCB | AMERIS BANCORP | $82.35万 | 0.01% | 9,124 | 111 | 1.2% | $1.00万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $82.28万 | 0.01% | 30,862 | 6,037 | 24.3% | $16.09万 | 加仓 |
| ADBE | ADOBE INC | $81.65万 | 0.01% | 3,982 | -1,186 | -22.9% | -$24.32万 | 减仓 |
| JNK | SPDR SERIES TRUST | $81.47万 | 0.01% | 8,454 | 191 | 2.3% | $1.84万 | 加仓 |
| JOBY | JOBY AVIATION INC | $81.42万 | 0.01% | 91,282 | 4,419 | 5.1% | $3.94万 | 加仓 |
| KR | KROGER CO | $81.36万 | 0.01% | 14,651 | -361 | -2.4% | -$2.00万 | 减仓 |
| SKYW | SKYWEST INC | $81.28万 | 0.01% | 8,183 | 2,297 | 39.0% | $22.82万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $81.05万 | 0.01% | 1,852 | 91 | 5.2% | $3.98万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $80.91万 | 0.01% | 18,289 | -316 | -1.7% | -$1.40万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $80.82万 | 0.01% | 6,985 | 5 | 0.1% | $579 | 加仓 |
| — | INNOVATOR ETFS TRUST | $80.75万 | 0.01% | 22,517 | 5,033 | 28.8% | $18.05万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $80.71万 | 0.01% | 14,106 | 6,572 | 87.2% | $37.61万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $80.62万 | 0.01% | 20,051 | 5,784 | 40.5% | $23.26万 | 加仓 |
| KEX | KIRBY CORP | $80.22万 | 0.01% | 5,900 | 1,030 | 21.1% | $14.00万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $80.21万 | 0.01% | 40,125 | 595 | 1.5% | $1.19万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $79.96万 | 0.01% | 10,728 | -184 | -1.7% | -$1.37万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $79.93万 | 0.01% | 3,197 | 1,344 | 72.5% | $33.60万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $79.71万 | 0.01% | 40,625 | -24,480 | -37.6% | -$48.03万 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $79.67万 | 0.01% | 39,131 | 696 | 1.8% | $1.42万 | 加仓 |
| TK | TEEKAY CORPORATION LTD | $79.59万 | 0.01% | 79,587 | 3,473 | 4.6% | $3.47万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $79.45万 | 0.01% | 39,013 | 27,912 | 251.4% | $56.84万 | 加仓 |
| MPLX | MPLX LP | $79.25万 | 0.01% | 14,069 | 198 | 1.4% | $1.12万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $79.18万 | 0.01% | 40,367 | 28,818 | 249.5% | $56.53万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $79.07万 | 0.01% | 15,050 | 7,537 | 100.3% | $39.60万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $79.00万 | 0.01% | 24,875 | 3,735 | 17.7% | $11.86万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $78.90万 | 0.01% | 15,614 | 7,430 | 90.8% | $37.54万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $78.87万 | 0.01% | 19,946 | 19,946 | — | $78.87万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $78.41万 | 0.01% | 42,212 | 30,872 | 272.2% | $57.34万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $78.39万 | 0.01% | 16,409 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $78.28万 | 0.01% | 17,128 | 550 | 3.3% | $2.51万 | 加仓 |
| EXC | EXELON CORP | $78.26万 | 0.01% | 16,787 | -414 | -2.4% | -$1.93万 | 减仓 |
| ROKU | ROKU INC | $78.18万 | 0.01% | 5,660 | -981 | -14.8% | -$13.55万 | 减仓 |
| RACE | FERRARI N V | $77.91万 | 0.01% | 2,092 | 96 | 4.8% | $3.58万 | 加仓 |
| ARW | ARROW ELECTRS INC | $77.77万 | 0.01% | 3,644 | 185 | 5.3% | $3.95万 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $77.38万 | 0.01% | 15,510 | 0 | 0.0% | — | 不变 |
| CUBI | CUSTOMERS BANCORP INC | $76.96万 | 0.01% | 9,729 | -432 | -4.3% | -$3.42万 | 减仓 |
| FTNT | FORTINET INC 看涨期权 | $76.81万 | 0.01% | 5,000 | 5,000 | — | $76.81万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $76.63万 | 0.01% | 1,958 | 379 | 24.0% | $14.83万 | 加仓 |
| EAT | BRINKER INTL INC | $76.07万 | 0.01% | 4,528 | 246 | 5.7% | $4.13万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $75.82万 | 0.01% | 12,219 | 9,105 | 292.4% | $56.50万 | 重新持有 |
| ULS | UL SOLUTIONS INC | $75.80万 | 0.01% | 7,442 | 4,469 | 150.3% | $45.52万 | 加仓 |
| DY | DYCOM INDS INC | $75.74万 | 0.01% | 1,498 | -104 | -6.5% | -$5.26万 | 减仓 |
| DOW | DOW HLDGS INC | $75.60万 | 0.01% | 27,632 | -8,882 | -24.3% | -$24.30万 | 减仓 |
| HGER | HARBOR ETF TRUST | $75.49万 | 0.01% | 25,728 | -214,981 | -89.3% | -$630.76万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $75.48万 | 0.01% | 19,517 | -714 | -3.5% | -$2.76万 | 减仓 |
| RELX | RELX PLC | $75.44万 | 0.01% | 23,822 | 2,948 | 14.1% | $9.34万 | 加仓 |
| AX | AXOS FINANCIAL INC | $75.24万 | 0.01% | 7,726 | -490 | -6.0% | -$4.77万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $75.00万 | 0.01% | 17,557 | 17,557 | — | $75.00万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $74.95万 | 0.01% | 16,383 | 2,759 | 20.3% | $12.62万 | 加仓 |
| ALB | ALBEMARLE CORP | $74.59万 | 0.01% | 5,524 | -39 | -0.7% | -$5,266 | 减仓 |
| IHI | ISHARES TR | $74.08万 | 0.01% | 14,993 | 2,178 | 17.0% | $10.76万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $74.07万 | 0.01% | 19,859 | -22,175 | -52.8% | -$82.71万 | 减仓 |
| ING | ING GROEP N.V. | $74.07万 | 0.01% | 23,603 | 4,805 | 25.6% | $15.08万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $73.90万 | 0.01% | 10,013 | 269 | 2.8% | $1.99万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $73.88万 | 0.01% | 14,183 | 450 | 3.3% | $2.34万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $73.86万 | 0.01% | 2,622 | 749 | 40.0% | $21.10万 | 加仓 |
| XSD | SPDR SERIES TRUST | $73.72万 | 0.01% | 1,182 | -309 | -20.7% | -$19.27万 | 减仓 |
| P | EVERPURE INC | $73.45万 | 0.01% | 9,323 | 297 | 3.3% | $2.34万 | 加仓 |
| GRC | GORMAN RUPP CO | $73.03万 | 0.01% | 7,960 | 7,960 | — | $73.03万 | 新建仓 |
| ARKQ | ARK ETF TR | $72.69万 | 0.01% | 5,498 | 2,563 | 87.3% | $33.89万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $72.48万 | 0.01% | 124,755 | -1,007 | -0.8% | -$5,851 | 减仓 |
| WULF | TERAWULF INC | $72.46万 | 0.01% | 29,337 | 4,455 | 17.9% | $11.00万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $72.35万 | 0.01% | 24,141 | 917 | 3.9% | $2.75万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $72.26万 | 0.01% | 12,787 | 587 | 4.8% | $3.32万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $72.16万 | 0.01% | 36,956 | 22,600 | 157.4% | $44.13万 | 重新持有 |
| FHN | FIRST HORIZON CORPORATION | $72.13万 | 0.01% | 28,133 | -13,034 | -31.7% | -$33.42万 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $71.90万 | 0.01% | 28,384 | 1,087 | 4.0% | $2.75万 | 加仓 |
| VTRS | VIATRIS INC | $71.86万 | 0.01% | 45,255 | 5,339 | 13.4% | $8.48万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $71.74万 | 0.01% | 34,459 | 9 | 0.0% | $187 | 加仓 |
| KTF | DWS MUN INCOME TR | $71.62万 | 0.01% | 77,850 | 26,200 | 50.7% | $24.10万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $71.44万 | 0.01% | 15,834 | 5,210 | 49.0% | $23.51万 | 重新持有 |
| SFY | TIDAL TRUST I | $71.34万 | 0.01% | 4,792 | -3,363 | -41.2% | -$50.06万 | 减仓 |
| AUSF | GLOBAL X FDS | $71.14万 | 0.01% | 14,560 | -8,015 | -35.5% | -$39.16万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $70.99万 | 0.01% | 8,750 | 1,827 | 26.4% | $14.82万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $70.94万 | 0.01% | 28,041 | -1,364 | -4.6% | -$3.45万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $70.91万 | 0.01% | 4,224 | 409 | 10.7% | $6.87万 | 加仓 |
| IAGG | ISHARES TR | $70.86万 | 0.01% | 14,004 | -65,766 | -82.4% | -$332.78万 | 减仓 |
| TRGP | TARGA RES CORP | $70.75万 | 0.01% | 2,639 | 362 | 15.9% | $9.71万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $70.70万 | 0.01% | 66,384 | 35,499 | 114.9% | $37.81万 | 加仓 |
| KHC | KRAFT HEINZ CO | $70.65万 | 0.01% | 29,913 | 6,646 | 28.6% | $15.70万 | 加仓 |
| CHPX | GLOBAL X FDS | $70.60万 | 0.01% | 6,641 | 6,641 | — | $70.60万 | 新建仓 |