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 |
|---|---|---|---|---|---|---|---|---|
| SAIA | SAIA INC | $42.16万 | 0.00% | 1,001 | 351 | 54.0% | $14.78万 | 重新持有 |
| BUG | GLOBAL X FDS | $42.15万 | 0.00% | 11,037 | 11,037 | — | $42.15万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $42.03万 | 0.00% | 5,104 | 1,836 | 56.2% | $15.12万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.96万 | 0.00% | 15,339 | 2,915 | 23.5% | $7.97万 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $41.83万 | 0.00% | 28,571 | 3,448 | 13.7% | $5.05万 | 加仓 |
| MKSI | MKS INC. | $41.75万 | 0.00% | 939 | 939 | — | $41.75万 | 新建仓 |
| FUTY | FIDELITY COVINGTON TRUST | $41.70万 | 0.00% | 7,139 | 430 | 6.4% | $2.51万 | 加仓 |
| DVA | DAVITA INC | $41.54万 | 0.00% | 1,867 | 42 | 2.3% | $9,344 | 加仓 |
| BOXX | EA SERIES TRUST | $41.47万 | 0.00% | 3,542 | -5,534 | -61.0% | -$64.80万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $41.43万 | 0.00% | 34,816 | 7,955 | 29.6% | $9.47万 | 加仓 |
| DCI | DONALDSON INC | $41.31万 | 0.00% | 4,602 | -138 | -2.9% | -$1.24万 | 减仓 |
| TWLO | TWILIO INC 看涨期权 | $41.27万 | 0.00% | 2,000 | 1,600 | 400.0% | $33.01万 | 重新持有 |
| CACI | CACI INTL INC | $41.24万 | 0.00% | 890 | 58 | 7.0% | $2.69万 | 加仓 |
| IEX | IDEX CORP | $41.23万 | 0.00% | 1,817 | 1,817 | — | $41.23万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $41.07万 | 0.00% | 7,352 | 7,352 | — | $41.07万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $41.05万 | 0.00% | 13,529 | -2,166 | -13.8% | -$6.57万 | 减仓 |
| RPM | RPM INTL INC | $40.99万 | 0.00% | 3,688 | 373 | 11.3% | $4.15万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $40.87万 | 0.00% | 24,082 | -7,442 | -23.6% | -$12.63万 | 减仓 |
| NTES | NETEASE COM INC | $40.83万 | 0.00% | 3,186 | 606 | 23.5% | $7.77万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $40.81万 | 0.00% | 10,724 | -300 | -2.7% | -$1.14万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.68万 | 0.00% | 13,350 | 13,350 | — | $40.68万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $40.67万 | 0.00% | 51,605 | 1,925 | 3.9% | $1.52万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $40.52万 | 0.00% | 1,700 | 1,500 | 750.0% | $35.75万 | 加仓 |
| GRNJ | TIDAL TRUST III | $40.51万 | 0.00% | 12,885 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $40.48万 | 0.00% | 1,651 | -38 | -2.2% | -$9,316 | 减仓 |
| ICVT | ISHARES TR | $40.46万 | 0.00% | 3,323 | -223 | -6.3% | -$2.72万 | 减仓 |
| DINO | HF SINCLAIR CORP | $40.35万 | 0.00% | 5,794 | 295 | 5.4% | $2.05万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.28万 | 0.00% | 9,799 | 1,039 | 11.9% | $4.27万 | 加仓 |
| DLTR | DOLLAR TREE INC | $40.26万 | 0.00% | 3,329 | -163 | -4.7% | -$1.97万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $40.18万 | 0.00% | 40,019 | -3,323 | -7.7% | -$3.34万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $40.16万 | 0.00% | 3,514 | 121 | 3.6% | $1.38万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $40.15万 | 0.00% | 8,858 | 836 | 10.4% | $3.79万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $40.14万 | 0.00% | 10,985 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $40.11万 | 0.00% | 8,942 | 8,942 | — | $40.11万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $40.01万 | 0.00% | 1,372 | 284 | 26.1% | $8.28万 | 加仓 |
| SUSA | ISHARES TR | $39.96万 | 0.00% | 2,589 | -8 | -0.3% | -$1,235 | 减仓 |
| AMCX | AMC GLOBAL MEDIA INC | $39.87万 | 0.00% | 39,947 | -2,633 | -6.2% | -$2.63万 | 减仓 |
| TRP | TC ENERGY CORP | $39.50万 | 0.00% | 5,958 | -398 | -6.3% | -$2.64万 | 减仓 |
| OGE | OGE ENERGY CORP | $39.49万 | 0.00% | 8,115 | -3,983 | -32.9% | -$19.38万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $39.48万 | 0.00% | 14,442 | 159 | 1.1% | $4,347 | 加仓 |
| WDAY | WORKDAY INC | $39.37万 | 0.00% | 3,216 | 859 | 36.4% | $10.52万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $39.37万 | 0.00% | 20,325 | -10 | -0.0% | -$194 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $39.21万 | 0.00% | 23,477 | 5,194 | 28.4% | $8.67万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $39.03万 | 0.00% | 4,944 | -594 | -10.7% | -$4.69万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $38.79万 | 0.00% | 4,987 | 1,157 | 30.2% | $9.00万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $38.78万 | 0.00% | 2,611 | 60 | 2.4% | $8,912 | 加仓 |
| — | INVESCO VALUE MUN INCOME TR | $38.74万 | 0.00% | 30,431 | 6,000 | 24.6% | $7.64万 | 加仓 |
| ARMK | ARAMARK | $38.73万 | 0.00% | 6,806 | 947 | 16.2% | $5.39万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $38.52万 | 0.00% | 11,370 | 2,277 | 25.0% | $7.71万 | 加仓 |
| PUK | PRUDENTIAL PLC | $38.48万 | 0.00% | 14,354 | 1,156 | 8.8% | $3.10万 | 加仓 |
| PNR | PENTAIR PLC | $38.34万 | 0.00% | 5,002 | -204 | -3.9% | -$1.56万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $38.28万 | 0.00% | 14,801 | -302 | -2.0% | -$7,810 | 减仓 |
| SHYD | VANECK ETF TRUST | $38.12万 | 0.00% | 16,645 | 75 | 0.5% | $1,718 | 加仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $38.09万 | 0.00% | 59,697 | 17,740 | 42.3% | $11.32万 | 加仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $37.99万 | 0.00% | 62,073 | 4,000 | 6.9% | $2.45万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $37.94万 | 0.00% | 15,417 | -3,155 | -17.0% | -$7.76万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $37.93万 | 0.00% | 11,335 | 11,335 | — | $37.93万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $37.79万 | 0.00% | 2,064 | 190 | 10.1% | $3.48万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $37.77万 | 0.00% | 19,407 | -4,840 | -20.0% | -$9.42万 | 减仓 |
| EPI | WISDOMTREE TR | $37.63万 | 0.00% | 8,796 | -2,915 | -24.9% | -$12.47万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $37.63万 | 0.00% | 10,131 | -135 | -1.3% | -$5,014 | 减仓 |
| SKY | CHAMPION HOMES INC | $37.60万 | 0.00% | 4,267 | 103 | 2.5% | $9,076 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $37.54万 | 0.00% | 2,154 | -135 | -5.9% | -$2.35万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $37.51万 | 0.00% | 1,100 | 700 | 175.0% | $23.87万 | 加仓 |
| IAT | ISHARES TR | $37.50万 | 0.00% | 6,028 | 6,028 | — | $37.50万 | 新建仓 |
| EWI | ISHARES INC | $37.48万 | 0.00% | 6,326 | -31 | -0.5% | -$1,836 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $37.36万 | 0.00% | 9,645 | 392 | 4.2% | $1.52万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $37.25万 | 0.00% | 5,775 | 354 | 6.5% | $2.28万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $37.21万 | 0.00% | 37,363 | -2,231 | -5.6% | -$2.22万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $37.08万 | 0.00% | 16,300 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $36.84万 | 0.00% | 3,013 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $36.73万 | 0.00% | 883 | 883 | — | $36.73万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $36.68万 | 0.00% | 2,227 | 2,227 | — | $36.68万 | 新建仓 |
| DXCM | DEXCOM INC | $36.58万 | 0.00% | 5,432 | -1,192 | -18.0% | -$8.03万 | 减仓 |
| ARKW | ARK ETF TR | $36.44万 | 0.00% | 2,516 | -212 | -7.8% | -$3.07万 | 减仓 |
| RNST | RENASANT CORP | $36.42万 | 0.00% | 8,561 | -9 | -0.1% | -$383 | 减仓 |
| — | INNOVATOR ETFS TRUST | $36.28万 | 0.00% | 13,214 | -588 | -4.3% | -$1.61万 | 减仓 |
| GMED | GLOBUS MED INC | $36.25万 | 0.00% | 4,588 | 728 | 18.9% | $5.75万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $36.17万 | 0.00% | 11,021 | 11,021 | — | $36.17万 | 新建仓 |
| PKE | PARK AEROSPACE CORP | $36.06万 | 0.00% | 9,450 | -73,620 | -88.6% | -$280.93万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $36.05万 | 0.00% | 24,796 | 61 | 0.2% | $887 | 加仓 |
| AROC | ARCHROCK INC | $36.05万 | 0.00% | 8,856 | 356 | 4.2% | $1.45万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $36.05万 | 0.00% | 3,793 | -879 | -18.8% | -$8.35万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $36.04万 | 0.00% | 6,724 | 613 | 10.0% | $3.29万 | 加仓 |
| WLFC | WILLIS LEASE FIN CORP | $35.99万 | 0.00% | 1,573 | 1,573 | — | $35.99万 | 新建仓 |
| IVES | WEDBUSH SER TR | $35.92万 | 0.00% | 9,428 | 9,428 | — | $35.92万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $35.90万 | 0.00% | 7,612 | -464 | -5.7% | -$2.19万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $35.86万 | 0.00% | 9,224 | 2,870 | 45.2% | $11.16万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $35.85万 | 0.00% | 2,304 | 0 | 0.0% | — | 不变 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $35.83万 | 0.00% | 12,943 | 46 | 0.4% | $1,273 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $35.69万 | 0.00% | 6,553 | -69 | -1.0% | -$3,758 | 减仓 |
| FLXR | TCW ETF TRUST | $35.68万 | 0.00% | 9,100 | 138 | 1.5% | $5,411 | 加仓 |
| BPOP | POPULAR INC | $35.68万 | 0.00% | 2,173 | 56 | 2.6% | $9,194 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $35.57万 | 0.00% | 18,231 | 2,770 | 17.9% | $5.40万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $35.42万 | 0.00% | 12,078 | 2,807 | 30.3% | $8.23万 | 加仓 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $35.41万 | 0.00% | 7,971 | 45 | 0.6% | $1,999 | 加仓 |
| URA | GLOBAL X FDS | $35.41万 | 0.00% | 8,102 | -12 | -0.1% | -$524 | 减仓 |
| CNA | CNA FINL CORP | $35.34万 | 0.00% | 7,270 | 7,270 | — | $35.34万 | 新建仓 |
| BGC | BGC GROUP INC | $35.31万 | 0.00% | 33,029 | 33,029 | — | $35.31万 | 新建仓 |
| ATR | APTARGROUP INC | $35.25万 | 0.00% | 2,816 | 859 | 43.9% | $10.75万 | 加仓 |