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 |
|---|---|---|---|---|---|---|---|---|
| CGBL | CAPITAL GROUP CORE BALANCED | $1,971.38万 | 0.21% | 572,908 | -271,041 | -32.1% | -$932.65万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,960.22万 | 0.21% | 192,669 | 13,901 | 7.8% | $141.43万 | 加仓 |
| USFR | WISDOMTREE TR | $1,957.25万 | 0.21% | 388,807 | 27,211 | 7.5% | $136.98万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,956.13万 | 0.21% | 525,841 | 100,581 | 23.7% | $374.16万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,949.16万 | 0.21% | 80,414 | -3,116 | -3.7% | -$75.53万 | 减仓 |
| MPC | MARATHON PETE CORP | $1,945.99万 | 0.21% | 79,694 | 7,002 | 9.6% | $170.98万 | 加仓 |
| COWZ | PACER FDS TR | $1,897.41万 | 0.21% | 303,295 | 27,956 | 10.2% | $174.89万 | 加仓 |
| SHY | ISHARES TR | $1,882.84万 | 0.20% | 228,030 | -31,875 | -12.3% | -$263.19万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $1,870.13万 | 0.20% | 228,120 | 18,184 | 8.7% | $149.07万 | 加仓 |
| GEV | GE VERNOVA INC | $1,848.67万 | 0.20% | 21,179 | 1,388 | 7.0% | $121.16万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,840.36万 | 0.20% | 306,114 | 178,023 | 139.0% | $1,070.27万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,828.66万 | 0.20% | 26,209 | -869 | -3.2% | -$60.63万 | 减仓 |
| IUSG | ISHARES TR | $1,815.81万 | 0.20% | 117,066 | 3,086 | 2.7% | $47.87万 | 加仓 |
| PEP | PEPSICO INC | $1,798.95万 | 0.20% | 115,844 | 2,433 | 2.1% | $37.78万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,795.84万 | 0.20% | 615,436 | 28,973 | 4.9% | $84.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,791.79万 | 0.19% | 62,392 | 1,341 | 2.2% | $38.51万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,775.87万 | 0.19% | 87,296 | -5,771 | -6.2% | -$117.40万 | 减仓 |
| RTX | RTX CORPORATION | $1,769.03万 | 0.19% | 91,707 | -21,332 | -18.9% | -$411.50万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,756.30万 | 0.19% | 82,201 | 4,466 | 5.7% | $95.42万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,753.14万 | 0.19% | 507,422 | 507,422 | — | $1,753.14万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,723.96万 | 0.19% | 37,219 | -1,592 | -4.1% | -$73.74万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,723.54万 | 0.19% | 24 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $1,719.11万 | 0.19% | 170,784 | 119,450 | 232.7% | $1,202.38万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,718.76万 | 0.19% | 365,461 | -52,459 | -12.6% | -$246.71万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,709.81万 | 0.19% | 372,588 | 88,372 | 31.1% | $405.54万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,653.32万 | 0.18% | 63,123 | -697 | -1.1% | -$18.26万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,630.67万 | 0.18% | 124,526 | 1,815 | 1.5% | $23.77万 | 加仓 |
| IUSV | ISHARES TR | $1,621.63万 | 0.18% | 158,595 | 3,029 | 1.9% | $30.97万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,598.78万 | 0.17% | 198,408 | 198,408 | — | $1,598.78万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $1,583.58万 | 0.17% | 314,389 | 7,161 | 2.3% | $36.07万 | 加仓 |
| AMGN | AMGEN INC | $1,515.07万 | 0.16% | 43,060 | 4,127 | 10.6% | $145.21万 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $1,495.90万 | 0.16% | 559,215 | 559,215 | — | $1,495.90万 | 新建仓 |
| TJX | TJX COS INC NEW | $1,470.19万 | 0.16% | 92,059 | 2,022 | 2.2% | $32.29万 | 加仓 |
| OKE | ONEOK INC NEW | $1,468.38万 | 0.16% | 162,449 | 15,063 | 10.2% | $136.15万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,442.51万 | 0.16% | 183,970 | 18,016 | 10.9% | $141.26万 | 加仓 |
| GE | GE AEROSPACE | $1,434.78万 | 0.16% | 51,309 | -16,228 | -24.0% | -$453.79万 | 减仓 |
| ETN | EATON CORP PLC | $1,434.18万 | 0.16% | 40,098 | -1,648 | -3.9% | -$58.94万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,419.38万 | 0.15% | 167,301 | 73,071 | 77.5% | $619.93万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,417.84万 | 0.15% | 41,079 | 1,781 | 4.5% | $61.47万 | 加仓 |
| TFC | TRUIST FINL CORP | $1,413.92万 | 0.15% | 307,570 | 38,868 | 14.5% | $178.68万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,413.40万 | 0.15% | 88,161 | 10,723 | 13.8% | $171.91万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,406.07万 | 0.15% | 367,504 | 208,145 | 130.6% | $796.36万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,403.18万 | 0.15% | 281,255 | 66,824 | 31.2% | $333.38万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,394.36万 | 0.15% | 121,344 | 88,619 | 270.8% | $1,018.32万 | 加仓 |
| BX | BLACKSTONE INC | $1,390.52万 | 0.15% | 120,926 | 8,426 | 7.5% | $96.89万 | 加仓 |
| URI | UNITED RENTALS INC | $1,383.27万 | 0.15% | 18,986 | 5,281 | 38.5% | $384.76万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,382.37万 | 0.15% | 354,819 | 34,514 | 10.8% | $134.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,369.81万 | 0.15% | 352,500 | 309,844 | 726.4% | $1,204.05万 | 加仓 |
| DBEF | DBX ETF TR | $1,363.92万 | 0.15% | 276,098 | 2,977 | 1.1% | $14.71万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,363.03万 | 0.15% | 122,596 | 122,596 | — | $1,363.03万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,352.95万 | 0.15% | 34,654 | 2,344 | 7.3% | $91.51万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,349.83万 | 0.15% | 409,659 | 189,524 | 86.1% | $624.48万 | 加仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $1,341.72万 | 0.15% | 140,215 | 140,215 | — | $1,341.72万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $1,331.49万 | 0.14% | 256,400 | 68,389 | 36.4% | $355.15万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,326.54万 | 0.14% | 226,604 | -70,741 | -23.8% | -$414.12万 | 减仓 |
| BA | BOEING CO | $1,326.46万 | 0.14% | 66,646 | -4,320 | -6.1% | -$85.98万 | 减仓 |
| PFE | PFIZER INC | $1,320.93万 | 0.14% | 470,416 | 38,696 | 9.0% | $108.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,307.28万 | 0.14% | 38,683 | -6,908 | -15.2% | -$233.45万 | 减仓 |
| — | HONEYWELL INTL INC | $1,294.89万 | 0.14% | 57,288 | 575 | 1.0% | $13.00万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1,282.40万 | 0.14% | 286,251 | -27,534 | -8.8% | -$123.35万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,269.64万 | 0.14% | 21,007 | -42 | -0.2% | -$2.54万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1,259.26万 | 0.14% | 115,549 | 9,842 | 9.3% | $107.26万 | 加仓 |
| LOW | LOWES COS INC | $1,254.15万 | 0.14% | 53,079 | -1,445 | -2.7% | -$34.14万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,236.59万 | 0.13% | 203,890 | 32,740 | 19.1% | $198.57万 | 加仓 |
| MINT | PIMCO ETF TR | $1,227.50万 | 0.13% | 122,055 | 50,674 | 71.0% | $509.63万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $1,216.04万 | 0.13% | 485,736 | 273,687 | 129.1% | $685.18万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,198.75万 | 0.13% | 121,849 | 12,921 | 11.9% | $127.12万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $1,193.68万 | 0.13% | 234,815 | 65,272 | 38.5% | $331.81万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,191.11万 | 0.13% | 166,008 | 21,175 | 14.6% | $151.93万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,176.36万 | 0.13% | 114,576 | 25,792 | 29.1% | $264.81万 | 加仓 |
| PSX | PHILLIPS 66 | $1,174.87万 | 0.13% | 64,489 | 7,833 | 13.8% | $142.70万 | 加仓 |
| IEI | ISHARES TR | $1,171.84万 | 0.13% | 98,806 | 29,001 | 41.5% | $343.95万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,171.42万 | 0.13% | 72,430 | 10,632 | 17.2% | $171.95万 | 加仓 |
| — | DIAMOND HILL INVT GROUP INC | $1,163.67万 | 0.13% | 67,616 | 0 | 0.0% | — | 不变 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $1,156.74万 | 0.13% | 536,274 | -28,677 | -5.1% | -$61.86万 | 减仓 |
| C | CITIGROUP INC | $1,151.55万 | 0.13% | 101,539 | -1,831 | -1.8% | -$20.77万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,148.36万 | 0.12% | 86,997 | 826 | 1.0% | $10.90万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,144.72万 | 0.12% | 228,397 | 40,499 | 21.6% | $202.98万 | 加仓 |
| DAL | DELTA AIR LINES INC | $1,138.70万 | 0.12% | 171,285 | -4,115 | -2.3% | -$27.36万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,131.69万 | 0.12% | 347,786 | 66,734 | 23.7% | $217.15万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,123.12万 | 0.12% | 27,548 | 21,392 | 347.5% | $872.14万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,122.04万 | 0.12% | 113,280 | 1,124 | 1.0% | $11.13万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,103.72万 | 0.12% | 50,804 | -210 | -0.4% | -$4.56万 | 减仓 |
| EME | EMCOR GROUP INC | $1,099.82万 | 0.12% | 14,896 | -423 | -2.8% | -$31.23万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,097.15万 | 0.12% | 97,865 | -64,310 | -39.7% | -$720.97万 | 减仓 |
| T | AT&T INC | $1,087.30万 | 0.12% | 375,060 | -72,099 | -16.1% | -$209.01万 | 减仓 |
| TLH | ISHARES TR | $1,077.37万 | 0.12% | 106,967 | 43,444 | 68.4% | $437.57万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,075.06万 | 0.12% | 35,541 | -10,183 | -22.3% | -$308.02万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1,073.17万 | 0.12% | 182,573 | 16,556 | 10.0% | $97.32万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,068.98万 | 0.12% | 316,548 | 44,706 | 16.4% | $150.97万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,068.00万 | 0.12% | 348,107 | -60,208 | -14.7% | -$184.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,056.82万 | 0.11% | 446,859 | 446,859 | — | $1,056.82万 | 新建仓 |
| SO | SOUTHERN CO | $1,054.28万 | 0.11% | 109,229 | 7,326 | 7.2% | $70.71万 | 加仓 |
| QCOM | QUALCOMM INC | $1,051.63万 | 0.11% | 81,661 | -6,596 | -7.5% | -$84.94万 | 减仓 |
| ITA | ISHARES TR | $1,050.91万 | 0.11% | 48,041 | 3,235 | 7.2% | $70.77万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,047.85万 | 0.11% | 75,185 | 3,077 | 4.3% | $42.88万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,035.80万 | 0.11% | 115,615 | -17,722 | -13.3% | -$158.77万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,035.66万 | 0.11% | 321,433 | 321,433 | — | $1,035.66万 | 新建仓 |
| MS | MORGAN STANLEY | $1,031.67万 | 0.11% | 62,689 | -13,649 | -17.9% | -$224.62万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,024.24万 | 0.11% | 213,161 | -8,670 | -3.9% | -$41.66万 | 减仓 |