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 |
|---|---|---|---|---|---|---|---|---|
| KWR | QUAKER HOUGHTON | $21.69万 | 0.00% | 1,365 | 1,365 | — | $21.69万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $21.66万 | 0.00% | 1,932 | 1,932 | — | $21.66万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $21.57万 | 0.00% | 1,313 | -80 | -5.7% | -$1.31万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $21.51万 | 0.00% | 17,474 | 897 | 5.4% | $1.10万 | 加仓 |
| SMB | VANECK ETF TRUST | $21.49万 | 0.00% | 12,385 | 329 | 2.7% | $5,708 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $21.46万 | 0.00% | 6,988 | 966 | 16.0% | $2.97万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $21.37万 | 0.00% | 2,201 | -379 | -14.7% | -$3.68万 | 减仓 |
| — | UY SCUTI ACQUISITION CORP. | $21.32万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $21.29万 | 0.00% | 4,478 | 4,478 | — | $21.29万 | 新建仓 |
| TXG | 10X GENOMICS INC | $21.28万 | 0.00% | 5,551 | 5,551 | — | $21.28万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $21.26万 | 0.00% | 6,006 | -2,379 | -28.4% | -$8.42万 | 减仓 |
| — | GRANITESHARES PLATINUM TR | $21.24万 | 0.00% | 14,216 | -924 | -6.1% | -$1.38万 | 减仓 |
| ATEN | A10 NETWORKS INC | $21.14万 | 0.00% | 5,659 | 5,659 | — | $21.14万 | 新建仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $21.13万 | 0.00% | 19,675 | -157 | -0.8% | -$1,686 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $21.07万 | 0.00% | 1,632 | 1,632 | — | $21.07万 | 新建仓 |
| ITRI | ITRON INC | $21.06万 | 0.00% | 2,434 | 2,434 | — | $21.06万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.03万 | 0.00% | 8,094 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $20.94万 | 0.00% | 1,996 | 1,996 | — | $20.94万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $20.88万 | 0.00% | 1,894 | 1,894 | — | $20.88万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $20.87万 | 0.00% | 4,093 | -404 | -9.0% | -$2.06万 | 减仓 |
| NNN | NNN REIT INC | $20.87万 | 0.00% | 4,486 | 4,486 | — | $20.87万 | 新建仓 |
| LIT | GLOBAL X FDS | $20.85万 | 0.00% | 2,664 | 2,664 | — | $20.85万 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $20.81万 | 0.00% | 14,217 | 721 | 5.3% | $1.06万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $20.76万 | 0.00% | 2,182 | 2,182 | — | $20.76万 | 新建仓 |
| EPR | EPR PPTYS | $20.75万 | 0.00% | 3,577 | -12,101 | -77.2% | -$70.20万 | 重新持有 |
| USMF | WISDOMTREE TR | $20.72万 | 0.00% | 3,819 | -2,966 | -43.7% | -$16.09万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $20.63万 | 0.00% | 6,068 | -1,604 | -20.9% | -$5.45万 | 重新持有 |
| UMAR | INNOVATOR ETFS TRUST | $20.56万 | 0.00% | 4,867 | 4,867 | — | $20.56万 | 新建仓 |
| KB | KB FINL GROUP INC | $20.54万 | 0.00% | 1,957 | 1,957 | — | $20.54万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $20.51万 | 0.00% | 3,025 | 3,025 | — | $20.51万 | 新建仓 |
| OKTA | OKTA INC 看涨期权 | $20.47万 | 0.00% | 1,500 | 1,500 | — | $20.47万 | 新建仓 |
| GL | GLOBE LIFE INC | $20.44万 | 0.00% | 1,144 | 1,144 | — | $20.44万 | 新建仓 |
| GNR | SPDR INDEX SHS FDS | $20.42万 | 0.00% | 3,033 | 0 | 0.0% | — | 不变 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $20.41万 | 0.00% | 5,197 | 5,197 | — | $20.41万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $20.39万 | 0.00% | 4,546 | 4,546 | — | $20.39万 | 新建仓 |
| SII | SPROTT INC | $20.38万 | 0.00% | 1,814 | -2,965 | -62.0% | -$33.31万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $20.34万 | 0.00% | 2,496 | 2,496 | — | $20.34万 | 新建仓 |
| MLN | VANECK ETF TRUST | $20.33万 | 0.00% | 11,434 | -1,552 | -12.0% | -$2.76万 | 减仓 |
| ASPN | ASPEN AEROGELS INC | $20.32万 | 0.00% | 32,050 | 2,000 | 6.7% | $1.27万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $20.27万 | 0.00% | 4,370 | 4,370 | — | $20.27万 | 新建仓 |
| IBDZ | ISHARES TR | $20.27万 | 0.00% | 7,780 | 7,780 | — | $20.27万 | 新建仓 |
| MEAR | ISHARES U S ETF TR | $20.23万 | 0.00% | 4,016 | 0 | 0.0% | — | 不变 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $20.12万 | 0.00% | 8,348 | -115,638 | -93.3% | -$278.69万 | 减仓 |
| PSMT | PRICESMART INC | $20.10万 | 0.00% | 1,029 | 1,029 | — | $20.10万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $20.06万 | 0.00% | 157 | -4 | -2.5% | -$5,110 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $20.02万 | 0.00% | 2,320 | 2,320 | — | $20.02万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $20.01万 | 0.00% | 1,000 | -400 | -28.6% | -$8.00万 | 重新持有 |
| FMAT | FIDELITY COVINGTON TRUST | $20.00万 | 0.00% | 3,419 | 3,419 | — | $20.00万 | 新建仓 |
| FNB | F N B CORP | $19.99万 | 0.00% | 10,479 | 87 | 0.8% | $1,660 | 加仓 |
| RWT | REDWOOD TRUST INC | $19.95万 | 0.00% | 42,078 | 147 | 0.4% | $697 | 加仓 |
| VVR | INVESCO SR INCOME TR | $19.93万 | 0.00% | 66,432 | -37,194 | -35.9% | -$11.16万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $19.63万 | 0.00% | 41,500 | -25,317 | -37.9% | -$11.97万 | 减仓 |
| TTD | THE TRADE DESK INC | $19.63万 | 0.00% | 10,856 | -3,247 | -23.0% | -$5.87万 | 减仓 |
| BITO | PROSHARES TR | $19.47万 | 0.00% | 24,400 | 90 | 0.4% | $718 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $19.43万 | 0.00% | 11,200 | -17,471 | -60.9% | -$30.31万 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $19.33万 | 0.00% | 18,340 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $19.31万 | 0.00% | 27,829 | 27,829 | — | $19.31万 | 新建仓 |
| CLSK | CLEANSPARK INC | $19.24万 | 0.00% | 13,225 | -3,041 | -18.7% | -$4.42万 | 减仓 |
| — | CION INVT CORP | $19.21万 | 0.00% | 30,842 | -9,731 | -24.0% | -$6.06万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $19.06万 | 0.00% | 11,890 | 11,890 | — | $19.06万 | 新建仓 |
| — | WESTERN ASSET HIGH INCOME OP | $19.06万 | 0.00% | 52,351 | 2,863 | 5.8% | $1.04万 | 加仓 |
| NXH | BED BATH & BEYOND INC | $18.98万 | 0.00% | 32,783 | -17,507 | -34.8% | -$10.14万 | 减仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $18.98万 | 0.00% | 29,014 | 0 | 0.0% | — | 不变 |
| YYY | AMPLIFY ETF TR | $18.95万 | 0.00% | 16,438 | 1,824 | 12.5% | $2.10万 | 加仓 |
| S | SENTINELONE INC | $18.61万 | 0.00% | 10,964 | -2,138 | -16.3% | -$3.63万 | 减仓 |
| — | EATON VANCE MUN INCOME TR | $17.64万 | 0.00% | 15,666 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $17.64万 | 0.00% | 13,908 | 20 | 0.1% | $254 | 加仓 |
| VFC | V F CORP | $17.61万 | 0.00% | 10,560 | -30,542 | -74.3% | -$50.94万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $17.15万 | 0.00% | 11,407 | 11,407 | — | $17.15万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC 看涨期权 | $16.85万 | 0.00% | 1,000 | 1,000 | — | $16.85万 | 新建仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $16.55万 | 0.00% | 13,251 | 280 | 2.2% | $3,497 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $16.27万 | 0.00% | 17,365 | 180 | 1.0% | $1,687 | 加仓 |
| — | EATON VANCE SR FLTNG RTE TR | $16.27万 | 0.00% | 15,346 | 8 | 0.1% | $85 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $16.12万 | 0.00% | 11,655 | 103 | 0.9% | $1,425 | 加仓 |
| IBRX | IMMUNITYBIO INC | $16.07万 | 0.00% | 18,359 | 3,896 | 26.9% | $3.41万 | 加仓 |
| — | INVESCO MUNI INCOME OPP TRST | $15.93万 | 0.00% | 25,646 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $15.85万 | 0.00% | 10,847 | -595 | -5.2% | -$8,693 | 减仓 |
| — | CLOUGH GLOBAL EQUITY FD | $15.83万 | 0.00% | 18,363 | 18,363 | — | $15.83万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND 看跌期权 | $15.67万 | 0.00% | 300 | 300 | — | $15.67万 | 新建仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $15.66万 | 0.00% | 15,188 | 743 | 5.1% | $7,660 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $15.54万 | 0.00% | 18,615 | 615 | 3.4% | $5,135 | 加仓 |
| — | STARFIGHTERS SPACE INC | $15.43万 | 0.00% | 29,000 | 29,000 | — | $15.43万 | 新建仓 |
| — | VIRTUS TOTAL RETURN FD INC | $15.26万 | 0.00% | 22,341 | 10,291 | 85.4% | $7.03万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC 看涨期权 | $15.20万 | 0.00% | 2,000 | 2,000 | — | $15.20万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $15.19万 | 0.00% | 19,960 | -1,915 | -8.8% | -$1.46万 | 减仓 |
| — | KKR INCOME OPPORTUNITIES FD | $15.16万 | 0.00% | 13,464 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $15.01万 | 0.00% | 10,058 | 10,058 | — | $15.01万 | 新建仓 |
| — | BARINGS GLOBAL SHORT DURATIO | $15.00万 | 0.00% | 10,636 | 10,636 | — | $15.00万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $14.99万 | 0.00% | 12,960 | -329 | -2.5% | -$3,806 | 减仓 |
| INDA | ISHARES TR 看跌期权 | $14.82万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $14.70万 | 0.00% | 14,120 | 731 | 5.5% | $7,610 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $14.66万 | 0.00% | 13,826 | 1,500 | 12.2% | $1.59万 | 加仓 |
| — | AGRICULTURE & NAT SOL ACQ CO | $14.62万 | 0.00% | 12,800 | 0 | 0.0% | — | 不变 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $14.46万 | 0.00% | 14,904 | 198 | 1.3% | $1,921 | 加仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $14.41万 | 0.00% | 26,005 | 26,005 | — | $14.41万 | 新建仓 |
| — | PROFOUND MED CORP | $14.40万 | 0.00% | 21,657 | 21,657 | — | $14.40万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC 看涨期权 | $14.26万 | 0.00% | 1,000 | 1,000 | — | $14.26万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $14.11万 | 0.00% | 15,027 | 15,027 | — | $14.11万 | 新建仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $14.02万 | 0.00% | 13,268 | 1,304 | 10.9% | $1.38万 | 加仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $14.01万 | 0.00% | 51,500 | -232 | -0.4% | -$631 | 减仓 |