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 |
|---|---|---|---|---|---|---|---|---|
| THO | THOR INDS INC | $0 | 0.00% | 0 | -2,328 | -100.0% | -$23.90万 | 清仓 |
| VPLS | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -3,056 | -100.0% | -$23.87万 | 清仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $0 | 0.00% | 0 | -4,426 | -100.0% | -$23.74万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -7,389 | -100.0% | -$23.72万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNN | SMITH & NEPHEW PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TILRAY BRANDS INC | $0 | 0.00% | 0 | -25,178 | -100.0% | -$22.74万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -2,213 | -100.0% | -$22.44万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -884 | -100.0% | -$22.30万 | 清仓 |
| IQQQ | PROSHARES TR | $0 | 0.00% | 0 | -5,000 | -100.0% | -$22.24万 | 清仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -8,321 | -100.0% | -$22.10万 | 清仓 |
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -4,530 | -100.0% | -$22.09万 | 清仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -6,634 | -100.0% | -$21.61万 | 清仓 |
| LLY | ELI LILLY & CO 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KRC | KILROY RLTY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -11,344 | -100.0% | -$20.85万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -14,101 | -100.0% | -$20.73万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -11,807 | -100.0% | -$20.65万 | 清仓 |
| QFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,995 | -100.0% | -$20.55万 | 清仓 |
| PFS | PROVIDENT FINL SVCS INC | $0 | 0.00% | 0 | -10,369 | -100.0% | -$20.48万 | 清仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | $0 | 0.00% | 0 | -4,580 | -100.0% | -$20.45万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -53,111 | -100.0% | -$20.45万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -11,699 | -100.0% | -$20.39万 | 清仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GRAYSCALE COINDESK CRYPTO | $0 | 0.00% | 0 | -4,907 | -100.0% | -$20.28万 | 清仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -985 | -100.0% | -$20.18万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -14,997 | -100.0% | -$20.10万 | 清仓 |
| RKT | ROCKET COS INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -11,270 | -100.0% | -$18.29万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$17.77万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -25,245 | -100.0% | -$17.49万 | 清仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $0 | 0.00% | 0 | -12,501 | -100.0% | -$17.39万 | 清仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$16.88万 | 清仓 |
| AA | ALCOA CORP 看跌期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$15.94万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$15.86万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$15.44万 | 清仓 |
| — | COSAN S A | $0 | 0.00% | 0 | -33,340 | -100.0% | -$13.17万 | 清仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $0 | 0.00% | 0 | -24,112 | -100.0% | -$13.04万 | 清仓 |
| — | AA MISSION ACQUISITION CORP | $0 | 0.00% | 0 | -11,500 | -100.0% | -$12.27万 | 清仓 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$11.42万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$11.33万 | 清仓 |
| — | CHEGG INC | $0 | 0.00% | 0 | -112,367 | -100.0% | -$10.45万 | 清仓 |
| FSLR | FIRST SOLAR INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$10.45万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$10.05万 | 清仓 |
| PATH | UIPATH INC 看涨期权 | $0 | 0.00% | 0 | -6,000 | -100.0% | -$9.83万 | 清仓 |
| — | THE REAL BROKERAGE INC | $0 | 0.00% | 0 | -26,205 | -100.0% | -$9.56万 | 清仓 |
| RDDT | REDDIT INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$9.19万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$8.79万 | 清仓 |
| MDB | MONGODB INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$8.39万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -10,929 | -100.0% | -$7.65万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -1,421 | -100.0% | -$7.55万 | 清仓 |
| LMND | LEMONADE INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.12万 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC | $0 | 0.00% | 0 | -36,011 | -100.0% | -$6.27万 | 清仓 |
| TWLO | TWILIO INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NIO | NIO INC | $0 | 0.00% | 0 | -10,885 | -100.0% | -$5.55万 | 清仓 |
| CIFR | CIPHER MINING INC 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$3.69万 | 清仓 |
| GE | GE AEROSPACE 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$3.08万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.96万 | 清仓 |
| ADI | ANALOG DEVICES INC 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.71万 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -10,302 | -100.0% | -$2.60万 | 清仓 |
| DDOG | DATADOG INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAC | LITHIUM AMERS CORP NEW 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$1.09万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$9,535 | 清仓 |
| OKTA | OKTA INC 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$8,647 | 清仓 |
| RBLX | ROBLOX CORP 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$8,103 | 清仓 |
| — | FIBROBIOLOGICS INC | $0 | 0.00% | 0 | -35,283 | -100.0% | -$7,935 | 清仓 |
| RBRK | RUBRIK INC. 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$7,648 | 清仓 |
| RBRK | RUBRIK INC. 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$7,648 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$7,591 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$6,431 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$6,431 | 清仓 |
| PYPL | PAYPAL HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$5,838 | 清仓 |
| EQT | EQT CORP 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$5,360 | 清仓 |