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 |
|---|---|---|---|---|---|---|---|---|
| VIOV | VANGUARD ADMIRAL FDS INC | $2,367.34万 | 0.20% | 201,768 | 9,099 | 4.7% | $106.76万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $2,366.39万 | 0.20% | 623,389 | 50,481 | 8.8% | $191.63万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,353.69万 | 0.20% | 201,740 | 3,038 | 1.5% | $35.44万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $2,328.71万 | 0.20% | 760,768 | 99,674 | 15.1% | $305.10万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,296.39万 | 0.20% | 75,758 | 12,635 | 20.0% | $382.99万 | 加仓 |
| IUSG | ISHARES TR | $2,264.12万 | 0.19% | 120,374 | 3,308 | 2.8% | $62.22万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,226.55万 | 0.19% | 43,352 | 3,369 | 8.4% | $173.03万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $2,225.71万 | 0.19% | 688,161 | 688,161 | — | $2,225.71万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $2,214.95万 | 0.19% | 321,333 | 266,129 | 482.1% | $1,834.43万 | 加仓 |
| MCD | MCDONALDS CORP | $2,174.82万 | 0.19% | 80,457 | 10,535 | 15.1% | $284.77万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,170.85万 | 0.18% | 224,982 | 26,574 | 13.4% | $256.41万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,151.94万 | 0.18% | 529,512 | 22,090 | 4.4% | $89.77万 | 加仓 |
| MPC | MARATHON PETE CORP | $2,151.55万 | 0.18% | 84,153 | 4,459 | 5.6% | $114.00万 | 加仓 |
| PFE | PFIZER INC | $2,147.38万 | 0.18% | 891,770 | 421,354 | 89.6% | $1,014.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,129.66万 | 0.18% | 22,766 | 2,974 | 15.0% | $278.21万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $2,120.41万 | 0.18% | 528,384 | 2,543 | 0.5% | $10.21万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2,094.40万 | 0.18% | 397,268 | -12,391 | -3.0% | -$65.33万 | 减仓 |
| GE | GE AEROSPACE | $2,080.06万 | 0.18% | 56,405 | 5,096 | 9.9% | $187.93万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,076.96万 | 0.18% | 236,260 | -39,630 | -14.4% | -$348.39万 | 减仓 |
| URI | UNITED RENTALS INC | $2,073.12万 | 0.18% | 18,299 | -687 | -3.6% | -$77.83万 | 减仓 |
| COHR | COHERENT CORP | $2,052.67万 | 0.17% | 52,036 | 27,853 | 115.2% | $1,098.72万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,008.63万 | 0.17% | 38,451 | 1,232 | 3.3% | $64.36万 | 加仓 |
| IJK | ISHARES TR | $2,008.00万 | 0.17% | 170,893 | 144,441 | 546.0% | $1,697.19万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,988.39万 | 0.17% | 185,606 | -14,675 | -7.3% | -$157.21万 | 减仓 |
| COWZ | PACER FDS TR | $1,964.10万 | 0.17% | 315,772 | 12,477 | 4.1% | $77.61万 | 加仓 |
| USFR | WISDOMTREE TR | $1,956.28万 | 0.17% | 388,536 | -271 | -0.1% | -$1.36万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,955.89万 | 0.17% | 737,516 | 573,644 | 350.1% | $1,521.30万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,955.89万 | 0.17% | 674,211 | 58,775 | 9.6% | $170.51万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,955.04万 | 0.17% | 270,930 | -8,628 | -3.1% | -$62.26万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,923.77万 | 0.16% | 424,299 | 51,711 | 13.9% | $234.46万 | 加仓 |
| IUSV | ISHARES TR | $1,916.35万 | 0.16% | 173,977 | 15,382 | 9.7% | $169.43万 | 加仓 |
| CRM | SALESFORCE INC | $1,894.33万 | 0.16% | 146,754 | 79,437 | 118.0% | $1,025.39万 | 加仓 |
| TFC | TRUIST FINL CORP | $1,880.70万 | 0.16% | 377,499 | 69,929 | 22.7% | $348.39万 | 加仓 |
| AMGN | AMGEN INC | $1,870.35万 | 0.16% | 51,650 | 8,590 | 19.9% | $311.06万 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $1,856.17万 | 0.16% | 600,703 | 41,488 | 7.4% | $128.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,846.73万 | 0.16% | 38,669 | -14 | -0.0% | -$6,686 | 减仓 |
| C | CITIGROUP INC | $1,846.72万 | 0.16% | 131,946 | 30,407 | 29.9% | $425.58万 | 加仓 |
| NFLX | NETFLIX INC. | $1,843.22万 | 0.16% | 258,154 | 34,486 | 15.4% | $246.23万 | 加仓 |
| IEI | ISHARES TR | $1,839.31万 | 0.16% | 156,603 | 57,797 | 58.5% | $678.83万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,835.70万 | 0.16% | 125,639 | 1,113 | 0.9% | $16.26万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,832.71万 | 0.16% | 362,985 | 48,596 | 15.5% | $245.36万 | 加仓 |
| SHY | ISHARES TR | $1,829.83万 | 0.16% | 222,852 | -5,178 | -2.3% | -$42.52万 | 减仓 |
| RTX | RTX CORPORATION | $1,790.88万 | 0.15% | 94,391 | 2,684 | 2.9% | $50.92万 | 加仓 |
| LOW | LOWES COS INC | $1,779.50万 | 0.15% | 80,707 | 27,628 | 52.1% | $609.17万 | 加仓 |
| IEF | ISHARES TR | $1,777.52万 | 0.15% | 187,958 | -65,754 | -25.9% | -$621.84万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,769.28万 | 0.15% | 367,222 | 1,761 | 0.5% | $8.48万 | 加仓 |
| ETN | EATON CORP PLC | $1,730.92万 | 0.15% | 40,620 | 522 | 1.3% | $22.24万 | 加仓 |
| STIP | ISHARES TR | $1,715.55万 | 0.15% | 167,928 | 106,255 | 172.3% | $1,085.50万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,707.24万 | 0.15% | 92,168 | 19,738 | 27.3% | $365.61万 | 加仓 |
| ASML | ASML HLDG NV | $1,707.22万 | 0.15% | 8,581 | 1,376 | 19.1% | $273.76万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,696.46万 | 0.14% | 144,651 | 29,102 | 25.2% | $341.31万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,675.80万 | 0.14% | 202,832 | 37,544 | 22.7% | $310.19万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,674.42万 | 0.14% | 130,733 | 8,137 | 6.6% | $104.22万 | 加仓 |
| CME | CME GROUP INC | $1,671.12万 | 0.14% | 75,674 | 3,675 | 5.1% | $81.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,645.84万 | 0.14% | 371,019 | 18,519 | 5.3% | $82.15万 | 加仓 |
| MS | MORGAN STANLEY | $1,630.60万 | 0.14% | 78,004 | 15,315 | 24.4% | $320.15万 | 加仓 |
| INTC | INTEL CORP | $1,623.59万 | 0.14% | 116,278 | -25,993 | -18.3% | -$362.94万 | 减仓 |
| PEP | PEPSICO INC | $1,618.10万 | 0.14% | 119,505 | 3,661 | 3.2% | $49.57万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,605.88万 | 0.14% | 125,695 | 4,351 | 3.6% | $55.59万 | 加仓 |
| DAL | DELTA AIR LINES INC | $1,601.62万 | 0.14% | 171,004 | -281 | -0.2% | -$2.63万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,576.81万 | 0.13% | 176,772 | 9,471 | 5.7% | $84.48万 | 加仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $1,568.21万 | 0.13% | 146,193 | 5,978 | 4.3% | $64.13万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,562.02万 | 0.13% | 46,653 | 9,644 | 26.1% | $322.90万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,558.45万 | 0.13% | 144,972 | 23,123 | 19.0% | $248.57万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1,552.64万 | 0.13% | 107,601 | 22,084 | 25.8% | $318.66万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,549.38万 | 0.13% | 390,468 | 22,964 | 6.2% | $91.12万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,547.34万 | 0.13% | 95,787 | -2,078 | -2.1% | -$33.57万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,544.14万 | 0.13% | 53,138 | 12,059 | 29.4% | $350.42万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,542.98万 | 0.13% | 862,964 | 303,103 | 54.1% | $541.95万 | 加仓 |
| OKE | ONEOK INC NEW | $1,537.10万 | 0.13% | 176,800 | 14,351 | 8.8% | $124.77万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,534.14万 | 0.13% | 266,252 | 62,362 | 30.6% | $359.33万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,525.14万 | 0.13% | 283,615 | 111,050 | 64.4% | $597.17万 | 加仓 |
| BX | BLACKSTONE INC | $1,520.53万 | 0.13% | 129,219 | 8,293 | 6.9% | $97.58万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,514.75万 | 0.13% | 29,733 | 8,726 | 41.5% | $444.55万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,514.33万 | 0.13% | 367,111 | 12,292 | 3.5% | $50.70万 | 加仓 |
| DGRO | ISHARES TR | $1,500.28万 | 0.13% | 197,951 | 90,503 | 84.2% | $685.92万 | 加仓 |
| QUAL | ISHARES TR | $1,481.75万 | 0.13% | 67,527 | -50,094 | -42.6% | -$1,099.22万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1,463.43万 | 0.12% | 232,698 | 50,125 | 27.5% | $315.24万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,453.97万 | 0.12% | 398,020 | 81,472 | 25.7% | $297.62万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $1,453.41万 | 0.12% | 43,425 | 29,713 | 216.7% | $994.47万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,453.11万 | 0.12% | 186,511 | 2,541 | 1.4% | $19.80万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,438.08万 | 0.12% | 113,610 | 44,694 | 64.9% | $565.74万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,433.50万 | 0.12% | 36,093 | 5,324 | 17.3% | $211.45万 | 加仓 |
| DBEF | DBX ETF TR | $1,427.51万 | 0.12% | 261,305 | -14,793 | -5.4% | -$80.81万 | 减仓 |
| MTUM | ISHARES TR | $1,420.49万 | 0.12% | 41,434 | 8,051 | 24.1% | $276.01万 | 加仓 |
| BA | BOEING CO | $1,412.30万 | 0.12% | 65,242 | -1,404 | -2.1% | -$30.39万 | 减仓 |
| CIEN | CIENA CORP | $1,410.46万 | 0.12% | 28,752 | 17,616 | 158.2% | $864.17万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,406.51万 | 0.12% | 177,120 | 11,112 | 6.7% | $88.24万 | 加仓 |
| GOVT | ISHARES TR | $1,398.29万 | 0.12% | 613,825 | 326,103 | 113.3% | $742.86万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,393.36万 | 0.12% | 266,213 | 9,813 | 3.8% | $51.36万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,359.40万 | 0.12% | 255,960 | -65,897 | -20.5% | -$349.98万 | 减仓 |
| PSX | PHILLIPS 66 | $1,346.62万 | 0.11% | 79,658 | 15,169 | 23.5% | $256.43万 | 加仓 |
| TJX | TJX COS INC NEW | $1,344.66万 | 0.11% | 88,756 | -3,303 | -3.6% | -$50.04万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $1,319.80万 | 0.11% | 451,677 | 180,123 | 66.3% | $526.32万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,317.91万 | 0.11% | 54,237 | 3,433 | 6.8% | $83.42万 | 加仓 |
| BROS | DUTCH BROS INC | $1,316.44万 | 0.11% | 183,322 | -11,339 | -5.8% | -$81.43万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,308.07万 | 0.11% | 21,206 | 15,729 | 287.2% | $970.23万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $1,301.08万 | 0.11% | 312,203 | 117,965 | 60.7% | $491.61万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $1,297.80万 | 0.11% | 256,177 | 21,362 | 9.1% | $108.22万 | 加仓 |
| ITA | ISHARES TR | $1,281.59万 | 0.11% | 52,866 | 4,825 | 10.0% | $116.97万 | 加仓 |