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 |
|---|---|---|---|---|---|---|---|---|
| RL | RALPH LAUREN CORP | $49.66万 | 0.00% | 1,237 | -18 | -1.4% | -$7,226 | 减仓 |
| NOW | SERVICENOW INC 看涨期权 | $49.64万 | 0.00% | 5,000 | 5,000 | — | $49.64万 | 新建仓 |
| JSMD | JANUS DETROIT STR TR | $49.63万 | 0.00% | 4,902 | 4,902 | — | $49.63万 | 新建仓 |
| SCYB | SCHWAB STRATEGIC TR | $49.53万 | 0.00% | 18,918 | 4,927 | 35.2% | $12.90万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $49.45万 | 0.00% | 4,402 | 404 | 10.1% | $4.54万 | 加仓 |
| HD | HOME DEPOT INC 看涨期权 | $49.38万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $49.31万 | 0.00% | 1,844 | 1,844 | — | $49.31万 | 新建仓 |
| UTES | ETFIS SER TR I | $49.23万 | 0.00% | 6,023 | 629 | 11.7% | $5.14万 | 加仓 |
| HUM | HUMANA INC | $49.22万 | 0.00% | 1,239 | 78 | 6.7% | $3.10万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $49.22万 | 0.00% | 51,373 | 14,008 | 37.5% | $13.42万 | 加仓 |
| SGOL | ETFS GOLD TR | $49.21万 | 0.00% | 12,872 | 1,400 | 12.2% | $5.35万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $49.09万 | 0.00% | 5,744 | 1,424 | 33.0% | $12.17万 | 加仓 |
| BIIB | BIOGEN INC | $49.09万 | 0.00% | 2,272 | 50 | 2.3% | $1.08万 | 加仓 |
| NET | CLOUDFLARE INC 看涨期权 | $49.06万 | 0.00% | 2,000 | 2,000 | — | $49.06万 | 新建仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $48.89万 | 0.00% | 13,906 | 3,676 | 35.9% | $12.92万 | 加仓 |
| PTMC | PACER FDS TR | $48.84万 | 0.00% | 11,677 | -1,377 | -10.5% | -$5.76万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $48.71万 | 0.00% | 1,965 | -273 | -12.2% | -$6.77万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $48.67万 | 0.00% | 47,254 | 1,273 | 2.8% | $1.31万 | 加仓 |
| PRME | PRIME MEDICINE INC | $48.61万 | 0.00% | 131,722 | 57,545 | 77.6% | $21.23万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $48.58万 | 0.00% | 9,079 | 2,991 | 49.1% | $16.00万 | 加仓 |
| HAS | HASBRO INC | $48.53万 | 0.00% | 5,876 | 59 | 1.0% | $4,873 | 加仓 |
| — | INNOVATOR ETFS TRUST | $48.42万 | 0.00% | 18,326 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $48.41万 | 0.00% | 19,370 | 19,370 | — | $48.41万 | 新建仓 |
| LKQ | LKQ CORP | $48.34万 | 0.00% | 18,358 | -2,605 | -12.4% | -$6.86万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $48.32万 | 0.00% | 2,899 | 549 | 23.4% | $9.15万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $48.27万 | 0.00% | 4,327 | -172 | -3.8% | -$1.92万 | 减仓 |
| IYC | ISHARES TR | $48.24万 | 0.00% | 4,771 | -433 | -8.3% | -$4.38万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $48.19万 | 0.00% | 19,370 | -492 | -2.5% | -$1.22万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $48.10万 | 0.00% | 44,247 | -6,075 | -12.1% | -$6.60万 | 减仓 |
| IOO | ISHARES TR | $48.08万 | 0.00% | 3,520 | -2 | -0.1% | -$273 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $48.08万 | 0.00% | 18,526 | 8,078 | 77.3% | $20.96万 | 加仓 |
| CGNX | COGNEX CORP | $48.07万 | 0.00% | 6,638 | 916 | 16.0% | $6.63万 | 加仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $47.94万 | 0.00% | 10,000 | 10,000 | — | $47.94万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $47.66万 | 0.00% | 37,237 | 8,911 | 31.5% | $11.41万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $47.53万 | 0.00% | 17,937 | 1,068 | 6.3% | $2.83万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $47.49万 | 0.00% | 20,141 | 763 | 3.9% | $1.80万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $47.49万 | 0.00% | 5,701 | 511 | 9.8% | $4.26万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $47.46万 | 0.00% | 2,534 | 2,534 | — | $47.46万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $47.14万 | 0.00% | 5,715 | -18 | -0.3% | -$1,485 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $47.09万 | 0.00% | 13,042 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $47.03万 | 0.00% | 9,544 | -16,107 | -62.8% | -$79.38万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $46.88万 | 0.00% | 9,315 | -14 | -0.2% | -$705 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $46.83万 | 0.00% | 1,413 | 1,413 | — | $46.83万 | 新建仓 |
| — | EATON VANCE NATL MUN OPPORT | $46.78万 | 0.00% | 26,549 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC | $46.75万 | 0.00% | 14,734 | 263 | 1.8% | $8,345 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $46.62万 | 0.00% | 86,019 | -109,339 | -56.0% | -$59.26万 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $46.42万 | 0.00% | 5,423 | 39 | 0.7% | $3,338 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $46.41万 | 0.00% | 3,964 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $46.38万 | 0.00% | 14,202 | -499 | -3.4% | -$1.63万 | 减仓 |
| DDWM | WISDOMTREE TR | $46.09万 | 0.00% | 9,980 | -1,716 | -14.7% | -$7.92万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $45.98万 | 0.00% | 10,266 | 419 | 4.3% | $1.88万 | 加仓 |
| COO | COOPER COS INC | $45.86万 | 0.00% | 6,395 | 1,987 | 45.1% | $14.25万 | 重新持有 |
| ILMN | ILLUMINA INC 看涨期权 | $45.72万 | 0.00% | 2,600 | 2,600 | — | $45.72万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $45.39万 | 0.00% | 2,695 | -213 | -7.3% | -$3.59万 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $45.37万 | 0.00% | 50,244 | -1,175 | -2.3% | -$1.06万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $45.19万 | 0.00% | 31,581 | 0 | 0.0% | — | 不变 |
| EVUS | ISHARES TR | $45.16万 | 0.00% | 12,862 | 1,180 | 10.1% | $4.14万 | 加仓 |
| DEM | WISDOMTREE TR | $45.15万 | 0.00% | 8,394 | 138 | 1.7% | $7,423 | 加仓 |
| BALL | BALL CORP | $45.11万 | 0.00% | 7,230 | -101 | -1.4% | -$6,302 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $45.10万 | 0.00% | 9,239 | 1,732 | 23.1% | $8.45万 | 加仓 |
| IYF | ISHARES TR | $45.09万 | 0.00% | 3,536 | 883 | 33.3% | $11.26万 | 加仓 |
| NVT | NVENT ELEC PLC | $45.04万 | 0.00% | 2,655 | 470 | 21.5% | $7.97万 | 加仓 |
| ITM | VANECK ETF TRUST | $45.03万 | 0.00% | 9,583 | 267 | 2.9% | $1.25万 | 加仓 |
| BOX | BOX INC | $45.00万 | 0.00% | 16,954 | 3,166 | 23.0% | $8.40万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $44.98万 | 0.00% | 5,937 | -384 | -6.1% | -$2.91万 | 减仓 |
| PTRB | PGIM ETF TR | $44.90万 | 0.00% | 10,829 | 10,829 | — | $44.90万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $44.86万 | 0.00% | 32,510 | 2,304 | 7.6% | $3.18万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $44.86万 | 0.00% | 5,661 | 93 | 1.7% | $7,369 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $44.82万 | 0.00% | 22,534 | 7,257 | 47.5% | $14.43万 | 加仓 |
| APG | API GROUP CORP | $44.71万 | 0.00% | 10,558 | 189 | 1.8% | $8,004 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.70万 | 0.00% | 10,964 | 1,050 | 10.6% | $4.28万 | 加仓 |
| EWY | ISHARES INC | $44.67万 | 0.00% | 2,213 | 467 | 26.7% | $9.43万 | 加仓 |
| SMIG | ETF SER SOLUTIONS | $44.59万 | 0.00% | 13,591 | 13,591 | — | $44.59万 | 新建仓 |
| INSM | INSMED INC | $44.37万 | 0.00% | 4,161 | -980 | -19.1% | -$10.45万 | 减仓 |
| DTM | DT MIDSTREAM INC | $44.06万 | 0.00% | 3,002 | 1,270 | 73.3% | $18.64万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $44.04万 | 0.00% | 6,790 | 6,790 | — | $44.04万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $43.99万 | 0.00% | 13,222 | -402 | -3.0% | -$1.34万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $43.89万 | 0.00% | 8,395 | -75 | -0.9% | -$3,922 | 减仓 |
| DIV | GLOBAL X FDS | $43.89万 | 0.00% | 23,039 | 2,777 | 13.7% | $5.29万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $43.82万 | 0.00% | 8,637 | 3 | 0.0% | $152 | 加仓 |
| DHS | WISDOMTREE TR | $43.71万 | 0.00% | 3,845 | 471 | 14.0% | $5.35万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $43.69万 | 0.00% | 6,473 | 76 | 1.2% | $5,130 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $43.43万 | 0.00% | 3,104 | -239 | -7.1% | -$3.34万 | 减仓 |
| AGX | ARGAN INC | $43.42万 | 0.00% | 544 | 3 | 0.6% | $2,395 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $43.25万 | 0.00% | 10,499 | 2,598 | 32.9% | $10.70万 | 加仓 |
| — | WISDOMTREE TR | $43.23万 | 0.00% | 8,946 | -1,367 | -13.3% | -$6.61万 | 减仓 |
| AYI | ACUITY INC | $43.22万 | 0.00% | 1,147 | 42 | 3.8% | $1.58万 | 加仓 |
| — | TIDAL TRUST I | $43.01万 | 0.00% | 8,499 | 8,499 | — | $43.01万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $42.99万 | 0.00% | 6,165 | -4,286 | -41.0% | -$29.89万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $42.94万 | 0.00% | 1,631 | 592 | 57.0% | $15.59万 | 加仓 |
| XOP | SPDR SERIES TRUST | $42.89万 | 0.00% | 2,780 | 625 | 29.0% | $9.64万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $42.79万 | 0.00% | 1,835 | 214 | 13.2% | $4.99万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $42.76万 | 0.00% | 16,926 | 2,165 | 14.7% | $5.47万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $42.65万 | 0.00% | 1,293 | -69 | -5.1% | -$2.28万 | 减仓 |
| SLQD | ISHARES TR | $42.64万 | 0.00% | 8,466 | 220 | 2.7% | $1.11万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $42.57万 | 0.00% | 1,739 | 78 | 4.7% | $1.91万 | 加仓 |
| MOD | MODINE MFG CO | $42.51万 | 0.00% | 1,592 | -8 | -0.5% | -$2,136 | 减仓 |
| CF | CF INDUSTRIES HOLD | $42.45万 | 0.00% | 3,920 | 1,501 | 62.1% | $16.25万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $42.43万 | 0.00% | 3,732 | 2 | 0.1% | $227 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $42.26万 | 0.00% | 4,997 | 4,997 | — | $42.26万 | 新建仓 |