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 |
|---|---|---|---|---|---|---|---|---|
| CNM | CORE & MAIN INC | $29.39万 | 0.00% | 6,092 | 679 | 12.5% | $3.28万 | 加仓 |
| ORI | OLD REP INTL CORP | $29.34万 | 0.00% | 7,171 | 421 | 6.2% | $1.72万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $29.32万 | 0.00% | 8,034 | 2,000 | 33.1% | $7.30万 | 加仓 |
| BG | BUNGE GLOBAL SA | $29.14万 | 0.00% | 2,730 | -425 | -13.5% | -$4.54万 | 减仓 |
| MOG/A | MOOG INC | $29.13万 | 0.00% | 687 | 687 | — | $29.13万 | 新建仓 |
| NBTB | NBT BANCORP INC | $29.11万 | 0.00% | 5,897 | 657 | 12.5% | $3.24万 | 加仓 |
| — | BCB BANCORP INC | $29.05万 | 0.00% | 27,097 | -10,000 | -27.0% | -$10.72万 | 减仓 |
| EEMV | ISHARES INC | $29.04万 | 0.00% | 3,858 | 3,858 | — | $29.04万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $28.96万 | 0.00% | 3,655 | 3,655 | — | $28.96万 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $28.93万 | 0.00% | 8,115 | -858 | -9.6% | -$3.06万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $28.87万 | 0.00% | 29,825 | 9,972 | 50.2% | $9.65万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.87万 | 0.00% | 10,836 | 10,836 | — | $28.87万 | 新建仓 |
| PEN | PENUMBRA INC | $28.86万 | 0.00% | 914 | -24 | -2.6% | -$7,578 | 减仓 |
| ONON | ON HLDG AG | $28.77万 | 0.00% | 8,121 | 8,121 | — | $28.77万 | 新建仓 |
| SECU | BLACKROCK ETF TRUST II | $28.76万 | 0.00% | 5,768 | 5,768 | — | $28.76万 | 新建仓 |
| INCY | INCYTE CORP | $28.67万 | 0.00% | 2,529 | -270 | -9.6% | -$3.06万 | 减仓 |
| TXT | TEXTRON INC | $28.65万 | 0.00% | 3,123 | -282 | -8.3% | -$2.59万 | 减仓 |
| RS | RELIANCE INC | $28.65万 | 0.00% | 767 | 91 | 13.5% | $3.40万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.50万 | 0.00% | 6,772 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $28.48万 | 0.00% | 10,535 | 2,175 | 26.0% | $5.88万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $28.45万 | 0.00% | 8,421 | -223 | -2.6% | -$7,534 | 减仓 |
| TXNM | TXNM ENERGY INC | $28.43万 | 0.00% | 5,007 | 5,007 | — | $28.43万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $28.40万 | 0.00% | 4,140 | 4,140 | — | $28.40万 | 新建仓 |
| QHY | WISDOMTREE TR | $28.30万 | 0.00% | 6,178 | -963 | -13.5% | -$4.41万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $28.29万 | 0.00% | 8,463 | -2,639 | -23.8% | -$8.82万 | 减仓 |
| TTAN | SERVICETITAN INC | $28.28万 | 0.00% | 3,999 | 3,999 | — | $28.28万 | 新建仓 |
| CARG | CARGURUS INC | $28.20万 | 0.00% | 8,273 | 8,273 | — | $28.20万 | 新建仓 |
| OGS | ONE GAS INC | $28.15万 | 0.00% | 3,653 | 121 | 3.4% | $9,325 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看涨期权 | $28.12万 | 0.00% | 1,000 | 1,000 | — | $28.12万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $28.11万 | 0.00% | 4,180 | 140 | 3.5% | $9,414 | 加仓 |
| — | GRANITESHARES ETF TR | $28.10万 | 0.00% | 11,132 | 11,132 | — | $28.10万 | 新建仓 |
| APTV | APTIV PLC | $28.09万 | 0.00% | 4,577 | 1 | 0.0% | $61 | 加仓 |
| NOVT | NOVANTA INC | $28.07万 | 0.00% | 1,730 | 1,730 | — | $28.07万 | 新建仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $28.07万 | 0.00% | 5,953 | 1,666 | 38.9% | $7.85万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $28.05万 | 0.00% | 17,355 | 6,709 | 63.0% | $10.84万 | 加仓 |
| HDB | HDFC BANK LTD | $28.01万 | 0.00% | 10,844 | 10,844 | — | $28.01万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $27.91万 | 0.00% | 12,570 | -1,100 | -8.0% | -$2.44万 | 减仓 |
| NRIM | NORTHRIM BANCORP INC | $27.89万 | 0.00% | 10,054 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $27.86万 | 0.00% | 4,232 | 517 | 13.9% | $3.40万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $27.82万 | 0.00% | 9,263 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $27.75万 | 0.00% | 7,784 | 1,065 | 15.9% | $3.80万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $27.74万 | 0.00% | 20,367 | -685 | -3.3% | -$9,330 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $27.72万 | 0.00% | 2,060 | 131 | 6.8% | $1.76万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $27.64万 | 0.00% | 4,534 | 346 | 8.3% | $2.11万 | 加仓 |
| EUFN | ISHARES TR | $27.63万 | 0.00% | 7,087 | 7,087 | — | $27.63万 | 新建仓 |
| HL | HECLA MINING COMPANY | $27.41万 | 0.00% | 17,762 | -18,689 | -51.3% | -$28.84万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $27.31万 | 0.00% | 11,260 | 11,260 | — | $27.31万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $27.24万 | 0.00% | 4,144 | 4,144 | — | $27.24万 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $27.23万 | 0.00% | 47,447 | 47,447 | — | $27.23万 | 新建仓 |
| EWG | ISHARES INC | $27.20万 | 0.00% | 6,575 | -323 | -4.7% | -$1.34万 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $27.17万 | 0.00% | 9,679 | 175 | 1.8% | $4,912 | 加仓 |
| BCI | ABRDN ETFS | $27.15万 | 0.00% | 12,155 | -1,063 | -8.0% | -$2.37万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $27.04万 | 0.00% | 6,262 | -1,267 | -16.8% | -$5.47万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $27.03万 | 0.00% | 772 | -29 | -3.6% | -$1.02万 | 减仓 |
| BXC | BLUELINX HLDGS INC | $26.97万 | 0.00% | 4,358 | 44 | 1.0% | $2,723 | 加仓 |
| ELF | E L F BEAUTY INC | $26.97万 | 0.00% | 3,644 | -275 | -7.0% | -$2.04万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $26.95万 | 0.00% | 2,263 | 2,263 | — | $26.95万 | 新建仓 |
| WRD | WERIDE INC | $26.95万 | 0.00% | 46,300 | 11,000 | 31.2% | $6.40万 | 加仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $26.94万 | 0.00% | 29,253 | 772 | 2.7% | $7,110 | 加仓 |
| ACWI | ISHARES TR | $26.91万 | 0.00% | 1,715 | 32 | 1.9% | $5,022 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $26.84万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $26.72万 | 0.00% | 4,188 | 4,188 | — | $26.72万 | 新建仓 |
| IMTB | ISHARES TR | $26.71万 | 0.00% | 6,125 | -106 | -1.7% | -$4,623 | 减仓 |
| R | RYDER SYS INC | $26.70万 | 0.00% | 1,012 | 1,012 | — | $26.70万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $26.65万 | 0.00% | 2,607 | 2,607 | — | $26.65万 | 新建仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $26.58万 | 0.00% | 4,982 | 4 | 0.1% | $213 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $26.57万 | 0.00% | 28,032 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $26.53万 | 0.00% | 2,158 | -19 | -0.9% | -$2,336 | 减仓 |
| — | ZACKS TRUST | $26.51万 | 0.00% | 8,343 | 230 | 2.8% | $7,309 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $26.51万 | 0.00% | 916 | 916 | — | $26.51万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $26.39万 | 0.00% | 11,804 | 11,804 | — | $26.39万 | 新建仓 |
| — | CALAMOS ETF TR | $26.39万 | 0.00% | 9,552 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $26.36万 | 0.00% | 2,987 | 153 | 5.4% | $1.35万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $26.32万 | 0.00% | 14,504 | -778 | -5.1% | -$1.41万 | 减仓 |
| — | VANECK ETF TRUST | $26.31万 | 0.00% | 7,084 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $26.29万 | 0.00% | 1,752 | 1,752 | — | $26.29万 | 新建仓 |
| RVLV | REVOLVE GROUP INC | $26.25万 | 0.00% | 11,468 | -129 | -1.1% | -$2,953 | 减仓 |
| SMH | VANECK ETF TRUST 看涨期权 | $26.24万 | 0.00% | 400 | 400 | — | $26.24万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $26.20万 | 0.00% | 9,279 | -174 | -1.8% | -$4,914 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $26.18万 | 0.00% | 1,943 | -51 | -2.6% | -$6,872 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $26.13万 | 0.00% | 1,868 | -1,157 | -38.2% | -$16.18万 | 减仓 |
| SYM | SYMBOTIC INC | $26.12万 | 0.00% | 5,811 | 287 | 5.2% | $1.29万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $26.10万 | 0.00% | 1,227 | 1,227 | — | $26.10万 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $26.09万 | 0.00% | 3,421 | -480 | -12.3% | -$3.66万 | 减仓 |
| VLO | VALERO ENERGY CORP 看涨期权 | $26.04万 | 0.00% | 1,000 | 1,000 | — | $26.04万 | 新建仓 |
| — | STRATEGY SHS | $26.03万 | 0.00% | 10,350 | -612 | -5.6% | -$1.54万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $26.00万 | 0.00% | 3,594 | 178 | 5.2% | $1.29万 | 加仓 |
| NTNX | NUTANIX INC | $25.80万 | 0.00% | 5,062 | -1,811 | -26.3% | -$9.23万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $25.74万 | 0.00% | 9,587 | 9,587 | — | $25.74万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $25.68万 | 0.00% | 23,034 | 23,034 | — | $25.68万 | 新建仓 |
| SCHL | SCHOLASTIC CORP | $25.68万 | 0.00% | 5,583 | -299 | -5.1% | -$1.38万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $25.66万 | 0.00% | 2,816 | 2,816 | — | $25.66万 | 新建仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $25.59万 | 0.00% | 6,493 | 225 | 3.6% | $8,867 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $25.52万 | 0.00% | 3,416 | -29 | -0.8% | -$2,167 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $25.49万 | 0.00% | 10,400 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $25.49万 | 0.00% | 2,584 | -63 | -2.4% | -$6,214 | 减仓 |
| XES | SPDR SERIES TRUST | $25.44万 | 0.00% | 2,270 | 2,270 | — | $25.44万 | 新建仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $25.44万 | 0.00% | 9,980 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $25.43万 | 0.00% | 2,221 | 76 | 3.5% | $8,701 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.40万 | 0.00% | 10,981 | 2,018 | 22.5% | $4.67万 | 加仓 |