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 |
|---|---|---|---|---|---|---|---|---|
| LNT | ALLIANT ENERGY CORP | $25.58万 | 0.00% | 3,565 | 3,565 | — | $25.58万 | 新建仓 |
| XYL | XYLEM INC | $25.54万 | 0.00% | 2,138 | 8 | 0.4% | $956 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $25.54万 | 0.00% | 8,385 | -1,042 | -11.1% | -$3.17万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $25.53万 | 0.00% | 4,497 | 410 | 10.0% | $2.33万 | 加仓 |
| ULS | UL SOLUTIONS INC | $25.48万 | 0.00% | 2,973 | -2,828 | -48.8% | -$24.24万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $25.31万 | 0.00% | 50,310 | 9,727 | 24.0% | $4.89万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $25.30万 | 0.00% | 13,496 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $25.28万 | 0.00% | 70,625 | 2,529 | 3.7% | $9,054 | 加仓 |
| — | COTERRA ENERGY INC | $25.27万 | 0.00% | 7,190 | -7,109 | -49.7% | -$24.98万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $24.82万 | 0.00% | 10,400 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR 看跌期权 | $24.80万 | 0.00% | 1,000 | 1,000 | — | $24.80万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $24.77万 | 0.00% | 2,580 | -530 | -17.0% | -$5.09万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $24.72万 | 0.00% | 9,980 | -163 | -1.6% | -$4,038 | 减仓 |
| ALV | AUTOLIV INC | $24.69万 | 0.00% | 2,348 | -192 | -7.6% | -$2.02万 | 减仓 |
| EFAV | ISHARES TR | $24.68万 | 0.00% | 2,701 | -16,811 | -86.2% | -$153.63万 | 减仓 |
| ATR | APTARGROUP INC | $24.67万 | 0.00% | 1,957 | 1,957 | — | $24.67万 | 新建仓 |
| ANGO | ANGIODYNAMICS INC | $24.65万 | 0.00% | 21,677 | 15 | 0.1% | $171 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $24.61万 | 0.00% | 2,501 | -1,446 | -36.6% | -$14.23万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $24.58万 | 0.00% | 9,127 | 9,127 | — | $24.58万 | 新建仓 |
| OVV | OVINTIV INC | $24.56万 | 0.00% | 4,138 | 4,138 | — | $24.56万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $24.53万 | 0.00% | 5,421 | -33,663 | -86.1% | -$152.35万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $24.44万 | 0.00% | 1,629 | 1,629 | — | $24.44万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $24.40万 | 0.00% | 2,759 | -651 | -19.1% | -$5.76万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $24.40万 | 0.00% | 2,605 | 373 | 16.7% | $3.49万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $24.39万 | 0.00% | 4,201 | -489 | -10.4% | -$2.84万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $24.36万 | 0.00% | 3,250 | 3,250 | — | $24.36万 | 新建仓 |
| MIAX | MIAMI INTL HLDGS INC | $24.33万 | 0.00% | 6,251 | 6,251 | — | $24.33万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $24.32万 | 0.00% | 16,857 | -1,841 | -9.8% | -$2.66万 | 减仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $24.28万 | 0.00% | 28,032 | 0 | 0.0% | — | 不变 |
| MCS | MARCUS CORP DEL | $24.18万 | 0.00% | 14,081 | 25 | 0.2% | $429 | 加仓 |
| MLI | MUELLER INDS INC | $24.12万 | 0.00% | 2,177 | 2,177 | — | $24.12万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $24.10万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $24.05万 | 0.00% | 8,154 | 8,154 | — | $24.05万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $23.96万 | 0.00% | 22,306 | 307 | 1.4% | $3,297 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $23.93万 | 0.00% | 3,222 | 3,222 | — | $23.93万 | 新建仓 |
| BIDU | BAIDU INC | $23.79万 | 0.00% | 2,135 | 2,135 | — | $23.79万 | 新建仓 |
| ELF | E L F BEAUTY INC | $23.75万 | 0.00% | 3,919 | -327 | -7.7% | -$1.98万 | 减仓 |
| ARMK | ARAMARK | $23.75万 | 0.00% | 5,859 | 5,859 | — | $23.75万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $23.72万 | 0.00% | 10,278 | 10,278 | — | $23.72万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $23.70万 | 0.00% | 47,791 | 17,693 | 58.8% | $8.78万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.67万 | 0.00% | 9,242 | 9,242 | — | $23.67万 | 新建仓 |
| NTR | NUTRIEN LTD | $23.60万 | 0.00% | 3,128 | 3,128 | — | $23.60万 | 新建仓 |
| — | EA SERIES TRUST | $23.60万 | 0.00% | 5,924 | -243 | -3.9% | -$9,679 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $23.55万 | 0.00% | 1,695 | 276 | 19.5% | $3.83万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $23.54万 | 0.00% | 3,480 | 307 | 9.7% | $2.08万 | 加仓 |
| RWT | REDWOOD TRUST INC | $23.52万 | 0.00% | 41,931 | 488 | 1.2% | $2,738 | 加仓 |
| VSGX | VANGUARD WORLD FD | $23.44万 | 0.00% | 3,268 | 3,268 | — | $23.44万 | 新建仓 |
| BXC | BLUELINX HLDGS INC | $23.37万 | 0.00% | 4,314 | -28 | -0.6% | -$1,517 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $23.37万 | 0.00% | 1,994 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $23.36万 | 0.00% | 743 | -9,459 | -92.7% | -$297.37万 | 减仓 |
| NXH | BED BATH & BEYOND INC | $23.33万 | 0.00% | 50,290 | 14,551 | 40.7% | $6.75万 | 加仓 |
| DTM | DT MIDSTREAM INC | $23.33万 | 0.00% | 1,732 | 1,732 | — | $23.33万 | 新建仓 |
| ACWI | ISHARES TR | $23.29万 | 0.00% | 1,683 | -167 | -9.0% | -$2.31万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $23.27万 | 0.00% | 8,357 | 477 | 6.1% | $1.33万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $23.11万 | 0.00% | 1,291 | 241 | 23.0% | $4.31万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $23.04万 | 0.00% | 6,829 | -141 | -2.0% | -$4,758 | 减仓 |
| MYFW | FIRST WESTN FINL INC | $23.04万 | 0.00% | 9,373 | 9,373 | — | $23.04万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $23.04万 | 0.00% | 3,097 | 200 | 6.9% | $1.49万 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $23.00万 | 0.00% | 10,054 | -10,000 | -49.9% | -$22.88万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $22.99万 | 0.00% | 641 | 89 | 16.1% | $3.19万 | 加仓 |
| SCHL | SCHOLASTIC CORP | $22.98万 | 0.00% | 5,882 | 5,882 | — | $22.98万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $22.93万 | 0.00% | 21,052 | -1,116 | -5.0% | -$1.22万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $22.91万 | 0.00% | 1,897 | 1,897 | — | $22.91万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $22.88万 | 0.00% | 33,308 | 8,145 | 32.4% | $5.60万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $22.87万 | 0.00% | 5,788 | -386 | -6.3% | -$1.53万 | 减仓 |
| — | VILLAGE FARMS INTL INC | $22.87万 | 0.00% | 80,537 | 6,316 | 8.5% | $1.79万 | 加仓 |
| DMXF | ISHARES TR | $22.85万 | 0.00% | 3,028 | 3,028 | — | $22.85万 | 新建仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $22.82万 | 0.00% | 6,268 | 304 | 5.1% | $1.11万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $22.67万 | 0.00% | 11,101 | -12,283 | -52.5% | -$25.09万 | 减仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $22.67万 | 0.00% | 8,476 | 169 | 2.0% | $4,520 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $22.67万 | 0.00% | 11,549 | -3,718 | -24.4% | -$7.30万 | 减仓 |
| MLN | VANECK ETF TRUST | $22.65万 | 0.00% | 12,986 | -2,968 | -18.6% | -$5.18万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $22.65万 | 0.00% | 3,033 | 3,033 | — | $22.65万 | 新建仓 |
| BITO | PROSHARES TR | $22.63万 | 0.00% | 24,310 | 61 | 0.3% | $568 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $22.56万 | 0.00% | 1,847 | -49 | -2.6% | -$5,985 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $22.54万 | 0.00% | 801 | 801 | — | $22.54万 | 新建仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $22.53万 | 0.00% | 4,978 | -293 | -5.6% | -$1.33万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $22.52万 | 0.00% | 4,500 | 4,500 | — | $22.52万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $22.48万 | 0.00% | 2,174 | -496 | -18.6% | -$5.13万 | 减仓 |
| COKE | COCA COLA CONS INC | $22.45万 | 0.00% | 1,171 | 1,171 | — | $22.45万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $22.45万 | 0.00% | 8,527 | 257 | 3.1% | $6,767 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $22.45万 | 0.00% | 6,719 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $22.44万 | 0.00% | 12,238 | 687 | 5.9% | $1.26万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $22.40万 | 0.00% | 4,188 | -14,939 | -78.1% | -$79.91万 | 减仓 |
| — | ZACKS TRUST | $22.36万 | 0.00% | 8,113 | 8,113 | — | $22.36万 | 新建仓 |
| NBTB | NBT BANCORP INC | $22.31万 | 0.00% | 5,240 | 5,240 | — | $22.31万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $22.30万 | 0.00% | 5,676 | -4,545 | -44.5% | -$17.85万 | 重新持有 |
| MDB | MONGODB INC | $22.27万 | 0.00% | 910 | 22 | 2.5% | $5,385 | 加仓 |
| HLNE | HAMILTON LANE INC | $22.14万 | 0.00% | 2,228 | 474 | 27.0% | $4.71万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $22.09万 | 0.00% | 24,251 | -3,180 | -11.6% | -$2.90万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $22.09万 | 0.00% | 10,646 | 10,646 | — | $22.09万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.04万 | 0.00% | 8,360 | 8,360 | — | $22.04万 | 新建仓 |
| NTCT | NETSCOUT SYS INC | $22.00万 | 0.00% | 6,921 | -2,322 | -25.1% | -$7.38万 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $21.93万 | 0.00% | 10,080 | 10,080 | — | $21.93万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $21.93万 | 0.00% | 6,142 | -35,786 | -85.4% | -$127.75万 | 重新持有 |
| PRM | PERIMETER SOLUTIONS INC | $21.91万 | 0.00% | 8,973 | -360 | -3.9% | -$8,791 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $21.91万 | 0.00% | 3,445 | 3,445 | — | $21.91万 | 新建仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $21.89万 | 0.00% | 3,253 | 3,253 | — | $21.89万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $21.80万 | 0.00% | 6,034 | 6,034 | — | $21.80万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $21.77万 | 0.00% | 2,963 | 2,963 | — | $21.77万 | 新建仓 |