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 |
|---|---|---|---|---|---|---|---|---|
| SMR | NUSCALE PWR CORP | $13.45万 | 0.00% | 12,412 | 1,356 | 12.3% | $1.47万 | 重新持有 |
| AGNC | AGNC INVT CORP | $13.42万 | 0.00% | 13,382 | 13,382 | — | $13.42万 | 新建仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $13.30万 | 0.00% | 14,445 | 14,445 | — | $13.30万 | 新建仓 |
| FSK | FS KKR CAP CORP | $13.29万 | 0.00% | 13,058 | -12,013 | -47.9% | -$12.23万 | 减仓 |
| — | MFS CHARTER INCOME TR | $12.95万 | 0.00% | 21,366 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $12.42万 | 0.00% | 11,964 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENGR CORP | $12.25万 | 0.00% | 3,718 | 3,718 | — | $12.25万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $12.21万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC 看涨期权 | $12.19万 | 0.00% | 1,600 | 1,600 | — | $12.19万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $12.17万 | 0.00% | 12,326 | 1,150 | 10.3% | $1.14万 | 加仓 |
| — | TAVIA ACQUISITION CORP | $12.14万 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| — | STELLUS CAP INVT CORP | $12.08万 | 0.00% | 13,111 | -2,348 | -15.2% | -$2.16万 | 减仓 |
| BTG | B2GOLD CORP | $11.96万 | 0.00% | 26,405 | 326 | 1.3% | $1,477 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $11.95万 | 0.00% | 13,860 | 1,998 | 16.8% | $1.72万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $11.87万 | 0.00% | 23,278 | -48,859 | -67.7% | -$24.92万 | 减仓 |
| — | FIRST TR SR FLTG RATE INCOME | $11.76万 | 0.00% | 12,200 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC 看涨期权 | $11.62万 | 0.00% | 4,000 | 4,000 | — | $11.62万 | 新建仓 |
| — | PUTNAM ETF TRUST | $11.12万 | 0.00% | 14,274 | 0 | 0.0% | — | 不变 |
| — | NEWHOLD INVT CORP III | $11.10万 | 0.00% | 10,700 | -400 | -3.6% | -$4,148 | 减仓 |
| IBRX | IMMUNITYBIO INC | $11.09万 | 0.00% | 14,463 | 14,463 | — | $11.09万 | 新建仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $10.94万 | 0.00% | 19,199 | 8,825 | 85.1% | $5.03万 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $10.86万 | 0.00% | 14,959 | 161 | 1.1% | $1,169 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $10.28万 | 0.00% | 30,050 | 50 | 0.2% | $171 | 加仓 |
| — | HENNESSY ADVISORS INC | $10.28万 | 0.00% | 10,539 | 10,539 | — | $10.28万 | 新建仓 |
| BTU | PEABODY ENGR CORP 看涨期权 | $9.88万 | 0.00% | 3,000 | 3,000 | — | $9.88万 | 新建仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $9.86万 | 0.00% | 12,265 | 12,265 | — | $9.86万 | 新建仓 |
| RTX | RTX CORPORATION 看涨期权 | $9.64万 | 0.00% | 500 | 400 | 400.0% | $7.72万 | 重新持有 |
| — | URANIUM RTY CORP | $9.24万 | 0.00% | 25,310 | 25,310 | — | $9.24万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $9.17万 | 0.00% | 13,198 | 13,198 | — | $9.17万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO 看涨期权 | $9.10万 | 0.00% | 1,500 | 1,500 | — | $9.10万 | 新建仓 |
| TMC | TMC THE METALS COMPANY INC | $8.86万 | 0.00% | 18,967 | -20,230 | -51.6% | -$9.45万 | 减仓 |
| NMR | NOMURA HLDGS INC | $8.77万 | 0.00% | 11,114 | 11,114 | — | $8.77万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $8.72万 | 0.00% | 10,066 | 49 | 0.5% | $424 | 加仓 |
| WHR | WHIRLPOOL CORP | $8.68万 | 0.00% | 1,609 | 1,609 | — | $8.68万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $8.58万 | 0.00% | 1,400 | -600 | -30.0% | -$3.68万 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $8.33万 | 0.00% | 400 | 300 | 300.0% | $6.25万 | 重新持有 |
| — | BITFARMS LTD | $8.28万 | 0.00% | 42,440 | 353 | 0.8% | $688 | 加仓 |
| — | MFS INVT GRADE MUN TR | $8.19万 | 0.00% | 10,251 | 0 | 0.0% | — | 不变 |
| BMBL | BUMBLE INC | $8.17万 | 0.00% | 25,048 | 25,048 | — | $8.17万 | 新建仓 |
| ALT | ALTIMMUNE INC | $8.16万 | 0.00% | 26,508 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $8.13万 | 0.00% | 12,258 | 12,258 | — | $8.13万 | 新建仓 |
| THM | INTERNATIONAL TOWER HILL MIN | $8.11万 | 0.00% | 35,275 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $7.99万 | 0.00% | 13,707 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC | $7.98万 | 0.00% | 12,050 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $7.96万 | 0.00% | 16,339 | -621 | -3.7% | -$3,024 | 减仓 |
| TECK | TECK RESOURCES LTD 看涨期权 | $7.76万 | 0.00% | 1,500 | 1,500 | — | $7.76万 | 新建仓 |
| — | KNIGHTSCOPE INC | $7.71万 | 0.00% | 18,500 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $7.68万 | 0.00% | 2,000 | 2,000 | — | $7.68万 | 新建仓 |
| NTR | NUTRIEN LTD 看涨期权 | $7.55万 | 0.00% | 1,000 | 1,000 | — | $7.55万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $7.31万 | 0.00% | 16,498 | 4,789 | 40.9% | $2.12万 | 加仓 |
| MASS | 908 DEVICES INC | $7.28万 | 0.00% | 11,903 | 158 | 1.3% | $967 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO 看涨期权 | $7.27万 | 0.00% | 1,000 | 1,000 | — | $7.27万 | 新建仓 |
| — | EMPIRE ST RLTY OP L P | $7.23万 | 0.00% | 14,338 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $7.10万 | 0.00% | 19,452 | 19,452 | — | $7.10万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC 看跌期权 | $7.03万 | 0.00% | 100 | 100 | — | $7.03万 | 新建仓 |
| C | CITIGROUP INC 看跌期权 | $6.80万 | 0.00% | 600 | 600 | — | $6.80万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $6.66万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $6.41万 | 0.00% | 400 | 300 | 300.0% | $4.81万 | 加仓 |
| SNDK | SANDISK CORP 看跌期权 | $6.35万 | 0.00% | 100 | 100 | — | $6.35万 | 新建仓 |
| AVGO | BROADCOM INC 看涨期权 | $6.19万 | 0.00% | 200 | 100 | 100.0% | $3.10万 | 加仓 |
| V | VISA INC 看涨期权 | $6.04万 | 0.00% | 200 | 200 | — | $6.04万 | 新建仓 |
| — | LOANDEPOT INC | $6.03万 | 0.00% | 42,480 | 3,387 | 8.7% | $4,810 | 加仓 |
| NTRA | NATERA INC 看涨期权 | $6.00万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $5.88万 | 0.00% | 200 | 200 | — | $5.88万 | 新建仓 |
| SNAP | SNAP INC | $5.55万 | 0.00% | 12,071 | -1,332 | -9.9% | -$6,127 | 减仓 |
| WDC | WESTERN DIGITAL CORP 看跌期权 | $5.41万 | 0.00% | 200 | -2,300 | -92.0% | -$62.21万 | 重新持有 |
| BHC | BAUSCH HEALTH COS INC | $5.40万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| EGHT | 8X8 INC NEW | $5.39万 | 0.00% | 32,500 | 32,500 | — | $5.39万 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $5.33万 | 0.00% | 13,484 | -26,204 | -66.0% | -$10.35万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A 看涨期权 | $5.19万 | 0.00% | 2,500 | 2,500 | — | $5.19万 | 新建仓 |
| SLB | SLB LIMITED 看涨期权 | $5.14万 | 0.00% | 1,000 | 1,000 | — | $5.14万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO 看跌期权 | $5.01万 | 0.00% | 200 | 200 | — | $5.01万 | 新建仓 |
| MNKD | MANNKIND CORP | $4.71万 | 0.00% | 19,223 | -6,777 | -26.1% | -$1.66万 | 减仓 |
| AUR | AURORA INNOVATION INC | $4.69万 | 0.00% | 11,373 | 11,373 | — | $4.69万 | 新建仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $4.64万 | 0.00% | 10,339 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP 看跌期权 | $4.41万 | 0.00% | 1,000 | 900 | 900.0% | $3.97万 | 加仓 |
| INTC | INTEL CORP 看涨期权 | $4.41万 | 0.00% | 1,000 | 900 | 900.0% | $3.97万 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $4.27万 | 0.00% | 10,085 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看涨期权 | $4.17万 | 0.00% | 200 | 200 | — | $4.17万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $4.16万 | 0.00% | 600 | 600 | — | $4.16万 | 新建仓 |
| JOBY | JOBY AVIATION INC 看涨期权 | $4.13万 | 0.00% | 5,000 | -2,500 | -33.3% | -$2.06万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $3.97万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO 看涨期权 | $3.90万 | 0.00% | 1,000 | -1,500 | -60.0% | -$5.85万 | 重新持有 |
| CIEN | CIENA CORP 看跌期权 | $3.88万 | 0.00% | 100 | -300 | -75.0% | -$11.65万 | 减仓 |
| — | HUMACYTE INC | $3.88万 | 0.00% | 63,979 | 4,000 | 6.7% | $2,427 | 加仓 |
| BG | BUNGE GLOBAL SA 看涨期权 | $3.82万 | 0.00% | 300 | 300 | — | $3.82万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC 看跌期权 | $3.68万 | 0.00% | 400 | 400 | — | $3.68万 | 新建仓 |
| GDX | VANECK ETF TRUST 看涨期权 | $3.67万 | 0.00% | 400 | -500 | -55.6% | -$4.59万 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $3.56万 | 0.00% | 11,580 | 11,580 | — | $3.56万 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $3.48万 | 0.00% | 13,338 | 13,338 | — | $3.48万 | 新建仓 |
| — | JELD-WEN HLDG INC | $3.42万 | 0.00% | 27,600 | 27,600 | — | $3.42万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC 看涨期权 | $3.01万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | CINEVERSE CORP | $2.96万 | 0.00% | 12,350 | 12,350 | — | $2.96万 | 新建仓 |
| LKQ | LKQ CORP 看涨期权 | $2.94万 | 0.00% | 1,000 | 1,000 | — | $2.94万 | 新建仓 |
| CRON | CRONOS GROUP INC | $2.92万 | 0.00% | 11,614 | 11,614 | — | $2.92万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $2.89万 | 0.00% | 13,815 | 480 | 3.6% | $1,003 | 加仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $2.82万 | 0.00% | 16,037 | 0 | 0.0% | — | 不变 |
| — | UNITED HOMES GROUP INC | $2.79万 | 0.00% | 24,038 | 24,038 | — | $2.79万 | 新建仓 |
| GLW | CORNING INC 看跌期权 | $2.72万 | 0.00% | 200 | 200 | — | $2.72万 | 新建仓 |
| CF | CF INDUSTRIES HOLD 看涨期权 | $2.60万 | 0.00% | 200 | 200 | — | $2.60万 | 新建仓 |