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 |
|---|---|---|---|---|---|---|---|---|
| — | CREDIT SUISSE ASSET MGMT | $2.59万 | 0.00% | 10,128 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $2.55万 | 0.00% | 31,923 | 0 | 0.0% | — | 不变 |
| — | EVOTEC AG | $2.50万 | 0.00% | 10,016 | 10,016 | — | $2.50万 | 新建仓 |
| — | ICECURE MEDICAL LTD CAESAREA | $2.36万 | 0.00% | 78,285 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC 看涨期权 | $2.26万 | 0.00% | 2,500 | -2,500 | -50.0% | -$2.26万 | 重新持有 |
| EVTL | VERTICAL AEROSPACE LTD | $2.21万 | 0.00% | 10,000 | -10,000 | -50.0% | -$2.21万 | 减仓 |
| RIG | TRANSOCEAN LTD 看涨期权 | $1.99万 | 0.00% | 3,000 | 3,000 | — | $1.99万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP 看跌期权 | $1.95万 | 0.00% | 300 | 300 | — | $1.95万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $1.88万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC 看跌期权 | $1.69万 | 0.00% | 200 | 200 | — | $1.69万 | 新建仓 |
| — | BULLFROG AI HLDGS INC | $1.68万 | 0.00% | 10,000 | 10,000 | — | $1.68万 | 新建仓 |
| — | ABOVE FOOD INGREDIENTS INC | $1.51万 | 0.00% | 15,000 | 1,000 | 7.1% | $1,010 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $1.47万 | 0.00% | 15,000 | 15,000 | — | $1.47万 | 新建仓 |
| — | ODYSSEY MARINE EXPL INC | $1.42万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| ANGO | ANGIODYNAMICS INC 看涨期权 | $1.36万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | BRAG HSE HLDGS INC | $1.35万 | 0.00% | 50,455 | 50,455 | — | $1.35万 | 新建仓 |
| IFRX | INFLARX NV | $1.29万 | 0.00% | 14,451 | -38,500 | -72.7% | -$3.44万 | 减仓 |
| MSTR | STRATEGY INC 看涨期权 | $1.25万 | 0.00% | 100 | 100 | — | $1.25万 | 新建仓 |
| — | YD BIO LTD | $1.15万 | 0.00% | 17,672 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP 看跌期权 | $1.08万 | 0.00% | 1,000 | 1,000 | — | $1.08万 | 新建仓 |
| SN | SHARKNINJA INC 看涨期权 | $1.06万 | 0.00% | 100 | 100 | — | $1.06万 | 新建仓 |
| OKLO | OKLO INC 看涨期权 | $9,918 | 0.00% | 200 | 200 | — | $9,918 | 新建仓 |
| CSL | CARLISLE COS INC 看涨期权 | $8,940 | 0.00% | 500 | 500 | — | $8,940 | 新建仓 |
| — | ALIGHT INC | $8,741 | 0.00% | 15,002 | 15,002 | — | $8,741 | 新建仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $8,287 | 0.00% | 100 | 100 | — | $8,287 | 新建仓 |
| USAR | USA RARE EARTH INC 看涨期权 | $7,568 | 0.00% | 500 | 500 | — | $7,568 | 新建仓 |
| MP | MP MATERIALS CORP 看涨期权 | $4,826 | 0.00% | 100 | 100 | — | $4,826 | 新建仓 |
| — | SANGAMO THERAPEUTICS INC | $3,704 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC 看涨期权 | $2,883 | 0.00% | 100 | 100 | — | $2,883 | 新建仓 |
| SANM | SANMINA CORPORATION | $0 | 0.00% | 0 | -37,379 | -100.0% | -$560.94万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -52,501 | -100.0% | -$527.17万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -25,120 | -100.0% | -$461.85万 | 清仓 |
| TRN | TRINITY INDS INC | $0 | 0.00% | 0 | -82,722 | -100.0% | -$218.72万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -48,655 | -100.0% | -$208.44万 | 清仓 |
| XSOE | WISDOMTREE TR | $0 | 0.00% | 0 | -50,423 | -100.0% | -$196.75万 | 清仓 |
| HYLB | DBX ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ADVISORS INNER CIRCLE FD III | $0 | 0.00% | 0 | -49,017 | -100.0% | -$151.99万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -29,976 | -100.0% | -$150.03万 | 清仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRFK | PACER FDS TR | $0 | 0.00% | 0 | -21,014 | -100.0% | -$134.62万 | 清仓 |
| — | ORLA MNG LTD NEW | $0 | 0.00% | 0 | -88,828 | -100.0% | -$119.65万 | 清仓 |
| ERO | ERO COPPER CORP | $0 | 0.00% | 0 | -40,351 | -100.0% | -$114.15万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -9,344 | -100.0% | -$113.66万 | 清仓 |
| GUNR | FLEXSHARES TR | $0 | 0.00% | 0 | -23,814 | -100.0% | -$109.19万 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EES | WISDOMTREE TR | $0 | 0.00% | 0 | -18,469 | -100.0% | -$105.14万 | 清仓 |
| LEN | LENNAR CORP 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$102.80万 | 清仓 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -6,231 | -100.0% | -$98.27万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -35,344 | -100.0% | -$96.10万 | 清仓 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CORP | PIMCO ETF TR | $0 | 0.00% | 0 | -7,641 | -100.0% | -$74.77万 | 清仓 |
| NFRA | FLEXSHARES TR | $0 | 0.00% | 0 | -11,992 | -100.0% | -$72.56万 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC | $0 | 0.00% | 0 | -66,100 | -100.0% | -$71.45万 | 清仓 |
| — | ISHARES U S ETF TR | $0 | 0.00% | 0 | -28,192 | -100.0% | -$69.44万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -1,151 | -100.0% | -$64.65万 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -14,993 | -100.0% | -$62.34万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -20,810 | -100.0% | -$61.60万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -20,745 | -100.0% | -$56.20万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -5,544 | -100.0% | -$46.61万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -4,815 | -100.0% | -$44.41万 | 清仓 |
| — | BLACKROCK MUNIYIELD QUALITY | $0 | 0.00% | 0 | -44,137 | -100.0% | -$44.36万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -9,461 | -100.0% | -$44.26万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -11,467 | -100.0% | -$43.82万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -2,474 | -100.0% | -$42.93万 | 清仓 |
| JNJ | JOHNSON & JOHNSON 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$41.39万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -1,836 | -100.0% | -$37.27万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSOS | ADVISORSHARES TR 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -10,823 | -100.0% | -$33.82万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -4,627 | -100.0% | -$32.94万 | 清仓 |
| AMGN | AMGEN INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$32.73万 | 清仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,229 | -100.0% | -$31.68万 | 清仓 |
| GOOGL | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$31.30万 | 清仓 |
| ZROZ | PIMCO ETF TR | $0 | 0.00% | 0 | -4,672 | -100.0% | -$30.02万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -2,558 | -100.0% | -$29.87万 | 清仓 |
| NNI | NELNET INC | $0 | 0.00% | 0 | -2,208 | -100.0% | -$29.35万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -3,568 | -100.0% | -$27.96万 | 清仓 |
| JAJL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,572 | -100.0% | -$27.82万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -614 | -100.0% | -$27.37万 | 清仓 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -639 | -100.0% | -$27.37万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -20,397 | -100.0% | -$27.31万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $0 | 0.00% | 0 | -11,937 | -100.0% | -$26.64万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LGH | NORTHERN LTS FD TR III | $0 | 0.00% | 0 | -4,093 | -100.0% | -$25.36万 | 清仓 |
| TSLL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -13,233 | -100.0% | -$25.29万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -2,881 | -100.0% | -$25.05万 | 清仓 |
| CGBD | CARLYLE SECURED LENDING INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$24.98万 | 清仓 |
| PFE | PFIZER INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$24.90万 | 清仓 |
| CFA | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -2,707 | -100.0% | -$24.63万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,234 | -100.0% | -$24.49万 | 清仓 |
| XBI | SPDR SERIES TRUST 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$24.39万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -8,382 | -100.0% | -$24.31万 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $0 | 0.00% | 0 | -5,310 | -100.0% | -$24.20万 | 清仓 |