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 |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | $35.24万 | 0.00% | 3,677 | 222 | 6.4% | $2.13万 | 加仓 |
| CPRT | COPART INC | $35.23万 | 0.00% | 12,499 | 823 | 7.0% | $2.32万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $35.23万 | 0.00% | 26,173 | 8,922 | 51.7% | $12.01万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $35.10万 | 0.00% | 1,548 | -12 | -0.8% | -$2,721 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $35.08万 | 0.00% | 5,494 | 1,126 | 25.8% | $7.19万 | 重新持有 |
| OAKM | HARRIS OAKMARK ETF TRUST | $35.08万 | 0.00% | 12,453 | 1,770 | 16.6% | $4.99万 | 加仓 |
| SMR | NUSCALE PWR CORP | $35.01万 | 0.00% | 34,909 | 22,497 | 181.3% | $22.56万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $34.85万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $34.81万 | 0.00% | 4,551 | 1,253 | 38.0% | $9.58万 | 加仓 |
| ARGX | ARGENX SE | $34.74万 | 0.00% | 375 | 101 | 36.9% | $9.36万 | 加仓 |
| EUSB | ISHARES TR | $34.73万 | 0.00% | 7,992 | -708 | -8.1% | -$3.08万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $34.54万 | 0.00% | 18,528 | -718 | -3.7% | -$1.34万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $34.51万 | 0.00% | 13,995 | -2,102 | -13.1% | -$5.18万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $34.51万 | 0.00% | 8,737 | -3,075 | -26.0% | -$12.15万 | 减仓 |
| FNV | FRANCO NEV CORP | $34.48万 | 0.00% | 1,654 | 123 | 8.0% | $2.56万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $34.48万 | 0.00% | 3,663 | -53,064 | -93.5% | -$499.49万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $34.38万 | 0.00% | 4,503 | 4,503 | — | $34.38万 | 新建仓 |
| ENTG | ENTEGRIS INC | $34.24万 | 0.00% | 1,903 | 192 | 11.2% | $3.45万 | 加仓 |
| CAVA | CAVA GROUP INC | $34.18万 | 0.00% | 4,356 | 299 | 7.4% | $2.35万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $34.16万 | 0.00% | 13,262 | 13,262 | — | $34.16万 | 新建仓 |
| EMHY | ISHARES INC | $34.16万 | 0.00% | 8,400 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $34.10万 | 0.00% | 13,253 | -358 | -2.6% | -$9,212 | 减仓 |
| CRMD | CORMEDIX INC | $34.07万 | 0.00% | 43,400 | -4,500 | -9.4% | -$3.53万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $34.07万 | 0.00% | 18,854 | -8,368 | -30.7% | -$15.12万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $34.04万 | 0.00% | 1,762 | -219 | -11.1% | -$4.23万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $34.01万 | 0.00% | 10,936 | 2,579 | 30.9% | $8.02万 | 加仓 |
| PEO | ADAM NAT RES FD INC | $34.00万 | 0.00% | 13,755 | -655 | -4.5% | -$1.62万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.85万 | 0.00% | 12,090 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $33.79万 | 0.00% | 1,392 | -215 | -13.4% | -$5.22万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $33.71万 | 0.00% | 11,609 | 11,609 | — | $33.71万 | 新建仓 |
| ICLN | ISHARES TR | $33.51万 | 0.00% | 16,355 | 16,355 | — | $33.51万 | 新建仓 |
| — | BANCROFT FD LTD | $33.46万 | 0.00% | 12,875 | 170 | 1.3% | $4,418 | 加仓 |
| HEI/A | HEICO CORP NEW | $33.33万 | 0.00% | 1,293 | 15 | 1.2% | $3,867 | 加仓 |
| MXL | MAXLINEAR INC 看涨期权 | $33.29万 | 0.00% | 2,600 | 2,600 | — | $33.29万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $33.21万 | 0.00% | 11,243 | 965 | 9.4% | $2.85万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $33.18万 | 0.00% | 2,187 | 290 | 15.3% | $4.40万 | 加仓 |
| MCS | MARCUS CORP DEL | $33.16万 | 0.00% | 14,135 | 54 | 0.4% | $1,267 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $33.09万 | 0.00% | 24,403 | 1,626 | 7.1% | $2.20万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $32.97万 | 0.00% | 7,492 | -348 | -4.4% | -$1.53万 | 减仓 |
| UMH | UMH PPTYS INC | $32.91万 | 0.00% | 21,738 | -186 | -0.8% | -$2,816 | 减仓 |
| MSA | MSA SAFETY INC | $32.83万 | 0.00% | 1,881 | -292 | -13.4% | -$5.10万 | 减仓 |
| DMXF | ISHARES TR | $32.79万 | 0.00% | 3,876 | 848 | 28.0% | $7.17万 | 加仓 |
| MSTR | STRATEGY INC | $32.77万 | 0.00% | 3,770 | -3,969 | -51.3% | -$34.51万 | 减仓 |
| BKH | BLACK HILLS CORP | $32.72万 | 0.00% | 4,398 | -105 | -2.3% | -$7,813 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $32.61万 | 0.00% | 9,765 | 0 | 0.0% | — | 不变 |
| JIG | J P MORGAN EXCHANGE TRADED F | $32.57万 | 0.00% | 3,736 | 926 | 33.0% | $8.07万 | 加仓 |
| SITM | SITIME CORP | $32.51万 | 0.00% | 436 | 436 | — | $32.51万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $32.36万 | 0.00% | 3,610 | 217 | 6.4% | $1.94万 | 加仓 |
| — | PACER FDS TR | $32.26万 | 0.00% | 16,829 | -155 | -0.9% | -$2,971 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $32.24万 | 0.00% | 13,440 | -3,417 | -20.3% | -$8.20万 | 减仓 |
| — | GLOBAL X FDS | $32.22万 | 0.00% | 11,288 | 11,288 | — | $32.22万 | 新建仓 |
| VEEV | VEEVA SYS INC | $32.18万 | 0.00% | 1,813 | 71 | 4.1% | $1.26万 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $32.16万 | 0.00% | 15,213 | -1,214 | -7.4% | -$2.57万 | 减仓 |
| CPAY | CORPAY INC | $32.06万 | 0.00% | 962 | 8 | 0.8% | $2,666 | 加仓 |
| CCK | CROWN HLDGS INC | $32.01万 | 0.00% | 2,863 | -16 | -0.6% | -$1,789 | 减仓 |
| CDL | VICTORY PORTFOLIOS II | $31.95万 | 0.00% | 4,119 | 4 | 0.1% | $310 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $31.84万 | 0.00% | 20,192 | -3,644 | -15.3% | -$5.75万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $31.80万 | 0.00% | 6,939 | -217 | -3.0% | -$9,945 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $31.79万 | 0.00% | 9,337 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $31.70万 | 0.00% | 8,019 | -522 | -6.1% | -$2.06万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $31.66万 | 0.00% | 2,360 | 80 | 3.5% | $1.07万 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $31.54万 | 0.00% | 8,874 | -323 | -3.5% | -$1.15万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $31.53万 | 0.00% | 11,588 | 11,588 | — | $31.53万 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $31.52万 | 0.00% | 41,091 | 1,509 | 3.8% | $1.16万 | 加仓 |
| PTIN | PACER FDS TR | $31.43万 | 0.00% | 8,570 | -1,347 | -13.6% | -$4.94万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $31.33万 | 0.00% | 10,873 | 3,785 | 53.4% | $10.90万 | 重新持有 |
| FICO | FAIR ISAAC CORP | $31.30万 | 0.00% | 262 | -25 | -8.7% | -$2.99万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $31.25万 | 0.00% | 4,279 | -1,471 | -25.6% | -$10.74万 | 减仓 |
| DBX | DROPBOX INC | $31.25万 | 0.00% | 11,375 | 11,375 | — | $31.25万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $31.23万 | 0.00% | 10,622 | 1,495 | 16.4% | $4.40万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $31.19万 | 0.00% | 53,038 | 5,247 | 11.0% | $3.09万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $31.12万 | 0.00% | 8,519 | 8,519 | — | $31.12万 | 新建仓 |
| TOST | TOAST INC | $30.83万 | 0.00% | 11,082 | -869 | -7.3% | -$2.42万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $30.78万 | 0.00% | 12,539 | 12,539 | — | $30.78万 | 新建仓 |
| LCTD | BLACKROCK ETF TRUST | $30.77万 | 0.00% | 5,337 | 194 | 3.8% | $1.12万 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $30.75万 | 0.00% | 8,739 | 125 | 1.5% | $4,399 | 加仓 |
| SMLF | ISHARES TR | $30.68万 | 0.00% | 3,442 | 3,442 | — | $30.68万 | 新建仓 |
| PCAR | PACCAR INC | $30.61万 | 0.00% | 2,548 | -396 | -13.5% | -$4.76万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $30.53万 | 0.00% | 11,823 | -2,733 | -18.8% | -$7.06万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $30.50万 | 0.00% | 29,844 | -2,440 | -7.6% | -$2.49万 | 减仓 |
| CCJ | CAMECO CORP | $30.48万 | 0.00% | 2,992 | 187 | 6.7% | $1.90万 | 加仓 |
| TOPT | ISHARES TR | $30.38万 | 0.00% | 9,229 | 142 | 1.6% | $4,675 | 加仓 |
| INDA | ISHARES TR | $30.37万 | 0.00% | 6,150 | 2,081 | 51.1% | $10.28万 | 加仓 |
| — | EA SERIES TRUST | $30.29万 | 0.00% | 6,999 | 1,075 | 18.1% | $4.65万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $30.18万 | 0.00% | 22,456 | 150 | 0.7% | $2,016 | 加仓 |
| QDEF | FLEXSHARES TR | $30.16万 | 0.00% | 3,466 | 14 | 0.4% | $1,218 | 加仓 |
| MYFW | FIRST WESTN FINL INC | $30.10万 | 0.00% | 9,373 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR 看跌期权 | $30.05万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ISTR | INVESTAR HOLDING CORP | $29.96万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $29.92万 | 0.00% | 27,523 | -90 | -0.3% | -$978 | 减仓 |
| OBK | ORIGIN BANCORP INC | $29.89万 | 0.00% | 5,843 | -3,863 | -39.8% | -$19.76万 | 减仓 |
| DOX | AMDOCS LTD | $29.87万 | 0.00% | 5,911 | -388 | -6.2% | -$1.96万 | 减仓 |
| HLN | HALEON PLC | $29.73万 | 0.00% | 31,866 | 3,971 | 14.2% | $3.70万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $29.72万 | 0.00% | 50,977 | 667 | 1.3% | $3,889 | 加仓 |
| KVUE | KENVUE INC | $29.68万 | 0.00% | 15,528 | 3,850 | 33.0% | $7.36万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $29.63万 | 0.00% | 5,399 | 5,399 | — | $29.63万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $29.61万 | 0.00% | 3,262 | 12 | 0.4% | $1,089 | 加仓 |
| RBC | RBC BEARINGS INC | $29.56万 | 0.00% | 459 | 60 | 15.0% | $3.86万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $29.55万 | 0.00% | 29,200 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $29.42万 | 0.00% | 2,117 | 270 | 14.6% | $3.75万 | 加仓 |