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 |
|---|---|---|---|---|---|---|---|---|
| ACHR | ARCHER AVIATION INC | $34.54万 | 0.00% | 66,817 | 40,025 | 149.4% | $20.69万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $34.51万 | 0.00% | 7,507 | -109 | -1.4% | -$5,010 | 减仓 |
| SUSA | ISHARES TR | $34.31万 | 0.00% | 2,597 | -143 | -5.2% | -$1.89万 | 减仓 |
| DINO | HF SINCLAIR CORP | $34.31万 | 0.00% | 5,499 | 725 | 15.2% | $4.52万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $34.11万 | 0.00% | 24,735 | -7,736 | -23.8% | -$10.67万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $34.10万 | 0.00% | 8,022 | -2,123 | -20.9% | -$9.02万 | 减仓 |
| SAN | BANCO SANTANDER SA | $34.07万 | 0.00% | 30,206 | 14,169 | 88.4% | $15.98万 | 加仓 |
| PCAR | PACCAR INC | $34.01万 | 0.00% | 2,944 | 880 | 42.6% | $10.17万 | 加仓 |
| EWI | ISHARES INC | $33.96万 | 0.00% | 6,357 | 6,357 | — | $33.96万 | 新建仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $33.94万 | 0.00% | 51,419 | 33,238 | 182.8% | $21.94万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $33.77万 | 0.00% | 1,689 | 242 | 16.7% | $4.84万 | 加仓 |
| FOXA | FOX CORP | $33.77万 | 0.00% | 5,781 | 905 | 18.6% | $5.29万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $33.65万 | 0.00% | 1,670 | 306 | 22.4% | $6.17万 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $33.64万 | 0.00% | 16,427 | 3,990 | 32.1% | $8.17万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $33.62万 | 0.00% | 3,730 | 6 | 0.2% | $541 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $33.59万 | 0.00% | 2,947 | -525 | -15.1% | -$5.98万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $33.53万 | 0.00% | 1,533 | 1,533 | — | $33.53万 | 新建仓 |
| USMF | WISDOMTREE TR | $33.50万 | 0.00% | 6,785 | -27,880 | -80.4% | -$137.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.50万 | 0.00% | 8,760 | 429 | 5.1% | $1.64万 | 加仓 |
| IGLB | ISHARES TR | $33.37万 | 0.00% | 6,723 | 2,361 | 54.1% | $11.72万 | 加仓 |
| VVR | INVESCO SR INCOME TR | $33.37万 | 0.00% | 103,626 | 11,702 | 12.7% | $3.77万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $33.37万 | 0.00% | 7,840 | -26 | -0.3% | -$1,107 | 减仓 |
| — | BCB BANCORP INC | $33.31万 | 0.00% | 37,097 | -27,971 | -43.0% | -$25.12万 | 减仓 |
| GMED | GLOBUS MED INC | $33.26万 | 0.00% | 3,860 | 1,132 | 41.5% | $9.75万 | 加仓 |
| PJT | PJT PARTNERS INC | $33.19万 | 0.00% | 2,375 | 364 | 18.1% | $5.09万 | 加仓 |
| EMHY | ISHARES INC | $33.08万 | 0.00% | 8,400 | -9 | -0.1% | -$354 | 减仓 |
| MODL | VICTORY PORTFOLIOS II | $33.06万 | 0.00% | 7,397 | -842 | -10.2% | -$3.76万 | 减仓 |
| ARKQ | ARK ETF TR | $33.00万 | 0.00% | 2,935 | -1,729 | -37.1% | -$19.44万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $32.96万 | 0.00% | 12,090 | 12,090 | — | $32.96万 | 新建仓 |
| RPM | RPM INTL INC | $32.95万 | 0.00% | 3,315 | 342 | 11.5% | $3.40万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $32.92万 | 0.00% | 6,622 | 1,263 | 23.6% | $6.28万 | 加仓 |
| RMBS | RAMBUS INC DEL | $32.92万 | 0.00% | 3,826 | 472 | 14.1% | $4.06万 | 加仓 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $32.91万 | 0.00% | 7,926 | 1,616 | 25.6% | $6.71万 | 加仓 |
| ARKW | ARK ETF TR | $32.90万 | 0.00% | 2,728 | 413 | 17.8% | $4.98万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $32.88万 | 0.00% | 26,606 | 6,347 | 31.3% | $7.84万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $32.87万 | 0.00% | 12,424 | 12,424 | — | $32.87万 | 新建仓 |
| IYE | ISHARES TR | $32.83万 | 0.00% | 5,068 | 34 | 0.7% | $2,202 | 加仓 |
| CAVA | CAVA GROUP INC | $32.82万 | 0.00% | 4,057 | -320 | -7.3% | -$2.59万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $32.75万 | 0.00% | 2,280 | 353 | 18.3% | $5.07万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $32.74万 | 0.00% | 6,088 | 6,088 | — | $32.74万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $32.71万 | 0.00% | 1,981 | 598 | 43.2% | $9.87万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $32.65万 | 0.00% | 8,100 | -5,745 | -41.5% | -$23.16万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $32.61万 | 0.00% | 32,284 | 1,110 | 3.6% | $1.12万 | 加仓 |
| BOX | BOX INC | $32.59万 | 0.00% | 13,788 | 3,811 | 38.2% | $9.01万 | 加仓 |
| CRMD | CORMEDIX INC | $32.52万 | 0.00% | 47,900 | 11,550 | 31.8% | $7.84万 | 加仓 |
| QHY | WISDOMTREE TR | $32.52万 | 0.00% | 7,141 | 362 | 5.3% | $1.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $32.52万 | 0.00% | 500 | -1,500 | -75.0% | -$97.55万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $32.42万 | 0.00% | 3,013 | 342 | 12.8% | $3.68万 | 加仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $32.35万 | 0.00% | 58,073 | 15,415 | 36.1% | $8.59万 | 加仓 |
| — | STRATEGY SHS | $32.28万 | 0.00% | 10,962 | 10,962 | — | $32.28万 | 新建仓 |
| PTIN | PACER FDS TR | $32.25万 | 0.00% | 9,917 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $32.24万 | 0.00% | 16,984 | -2,016 | -10.6% | -$3.83万 | 减仓 |
| GRNJ | TIDAL TRUST III | $32.23万 | 0.00% | 12,885 | -2,430 | -15.9% | -$6.08万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $32.18万 | 0.00% | 13,624 | 359 | 2.7% | $8,479 | 加仓 |
| BCI | ABRDN ETFS | $32.11万 | 0.00% | 13,218 | 2,719 | 25.9% | $6.60万 | 重新持有 |
| TSN | TYSON FOODS INC | $32.07万 | 0.00% | 5,005 | 1,006 | 25.2% | $6.45万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $32.05万 | 0.00% | 6,111 | 6,111 | — | $32.05万 | 新建仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $32.04万 | 0.00% | 27,500 | -5,677 | -17.1% | -$6.61万 | 减仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $32.00万 | 0.00% | 8,437 | -1,717 | -16.9% | -$6.51万 | 减仓 |
| TTD | THE TRADE DESK INC | $32.00万 | 0.00% | 14,103 | 3,704 | 35.6% | $8.40万 | 加仓 |
| CRAI | CRA INTL INC | $31.98万 | 0.00% | 1,976 | -206 | -9.4% | -$3.33万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $31.91万 | 0.00% | 14,761 | -7,939 | -35.0% | -$17.16万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $31.85万 | 0.00% | 4,672 | 958 | 25.8% | $6.53万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $31.82万 | 0.00% | 7,529 | -20 | -0.3% | -$845 | 减仓 |
| APTV | APTIV PLC | $31.77万 | 0.00% | 4,576 | -1,181 | -20.5% | -$8.20万 | 减仓 |
| TOST | TOAST INC | $31.68万 | 0.00% | 11,951 | 707 | 6.3% | $1.87万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $31.66万 | 0.00% | 12,897 | 759 | 6.3% | $1.86万 | 加仓 |
| UMH | UMH PPTYS INC | $31.64万 | 0.00% | 21,924 | -20 | -0.1% | -$289 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $31.54万 | 0.00% | 3,901 | 3,901 | — | $31.54万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $31.42万 | 0.00% | 2,419 | -1,244 | -34.0% | -$16.16万 | 减仓 |
| MLPA | GLOBAL X FDS | $31.37万 | 0.00% | 5,823 | 5,823 | — | $31.37万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $31.33万 | 0.00% | 10,448 | 2,094 | 25.1% | $6.28万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $31.33万 | 0.00% | 4,811 | 589 | 14.0% | $3.84万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $31.28万 | 0.00% | 18,283 | 567 | 3.2% | $9,701 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $31.27万 | 0.00% | 945 | 143 | 17.8% | $4.73万 | 加仓 |
| BKH | BLACK HILLS CORP | $31.26万 | 0.00% | 4,503 | 676 | 17.7% | $4.69万 | 加仓 |
| IYF | ISHARES TR | $31.21万 | 0.00% | 2,653 | 7 | 0.3% | $824 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $31.15万 | 0.00% | 7,901 | 7,901 | — | $31.15万 | 新建仓 |
| BN | BROOKFIELD CORP | $31.12万 | 0.00% | 7,690 | 1,730 | 29.0% | $7.00万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $31.02万 | 0.00% | 13,093 | 821 | 6.7% | $1.95万 | 加仓 |
| AYI | ACUITY INC | $30.97万 | 0.00% | 1,105 | 110 | 11.1% | $3.08万 | 加仓 |
| SKY | CHAMPION HOMES INC | $30.97万 | 0.00% | 4,164 | 293 | 7.6% | $2.18万 | 加仓 |
| RNST | RENASANT CORP | $30.96万 | 0.00% | 8,570 | -88 | -1.0% | -$3,179 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $30.93万 | 0.00% | 19,246 | 19,246 | — | $30.93万 | 新建仓 |
| BSM | BLACK STONE MINERALS L P | $30.89万 | 0.00% | 20,427 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $30.85万 | 0.00% | 9,765 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $30.80万 | 0.00% | 938 | -727 | -43.7% | -$23.87万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $30.79万 | 0.00% | 9,197 | 293 | 3.3% | $9,810 | 加仓 |
| MRNA | MODERNA INC | $30.71万 | 0.00% | 6,045 | -3,480 | -36.5% | -$17.68万 | 减仓 |
| CDL | VICTORY PORTFOLIOS II | $30.66万 | 0.00% | 4,115 | 113 | 2.8% | $8,420 | 加仓 |
| PATH | UIPATH INC | $30.65万 | 0.00% | 27,613 | 14,644 | 112.9% | $16.25万 | 加仓 |
| FICO | FAIR ISAAC CORP | $30.64万 | 0.00% | 287 | -10 | -3.4% | -$1.07万 | 减仓 |
| WDAY | WORKDAY INC | $30.62万 | 0.00% | 2,357 | -2,370 | -50.1% | -$30.79万 | 减仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $30.61万 | 0.00% | 22,777 | 872 | 4.0% | $1.17万 | 加仓 |
| VEEV | VEEVA SYS INC | $30.60万 | 0.00% | 1,742 | -467 | -21.1% | -$8.20万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $30.53万 | 0.00% | 803 | 803 | — | $30.53万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $30.48万 | 0.00% | 3,393 | 3,393 | — | $30.48万 | 新建仓 |
| CCJ | CAMECO CORP | $30.47万 | 0.00% | 2,805 | -8,814 | -75.9% | -$95.73万 | 减仓 |
| OGS | ONE GAS INC | $30.42万 | 0.00% | 3,532 | -126 | -3.4% | -$1.09万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $30.41万 | 0.00% | 13,670 | 1,103 | 8.8% | $2.45万 | 加仓 |