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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP 看涨期权 | $13.96万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS INC | $13.55万 | 0.00% | 10,604 | -5,309 | -33.4% | -$6.79万 | 减仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $13.46万 | 0.00% | 15,108 | 149 | 1.0% | $1,328 | 加仓 |
| AGNC | AGNC INVT CORP | $13.33万 | 0.00% | 12,233 | -1,149 | -8.6% | -$1.25万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $13.30万 | 0.00% | 13,898 | 38 | 0.3% | $364 | 加仓 |
| IBRX | IMMUNITYBIO INC 看涨期权 | $13.13万 | 0.00% | 15,000 | 15,000 | — | $13.13万 | 新建仓 |
| BIIB | BIOGEN INC 看涨期权 | $12.96万 | 0.00% | 600 | 600 | — | $12.96万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $12.61万 | 0.00% | 748 | 748 | — | $12.61万 | 新建仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $12.49万 | 0.00% | 28,388 | 28,388 | — | $12.49万 | 新建仓 |
| — | FIRST TR SR FLTG RATE INCOME | $12.41万 | 0.00% | 12,850 | 650 | 5.3% | $6,279 | 加仓 |
| — | TAVIA ACQUISITION CORP | $12.28万 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $11.91万 | 0.00% | 23,872 | 594 | 2.6% | $2,964 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $11.83万 | 0.00% | 19,273 | 74 | 0.4% | $454 | 加仓 |
| — | STELLUS CAP INVT CORP | $11.71万 | 0.00% | 13,909 | 798 | 6.1% | $6,719 | 加仓 |
| — | NEWHOLD INVT CORP III | $11.65万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $11.45万 | 0.00% | 10,919 | 10,919 | — | $11.45万 | 新建仓 |
| — | TIDAL TRUST II | $11.32万 | 0.00% | 15,218 | 15,218 | — | $11.32万 | 新建仓 |
| — | PUTNAM ETF TRUST | $11.32万 | 0.00% | 14,274 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG 看涨期权 | $10.91万 | 0.00% | 2,000 | 2,000 | — | $10.91万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $10.56万 | 0.00% | 12,027 | 913 | 8.2% | $8,016 | 加仓 |
| MASS | 908 DEVICES INC | $10.36万 | 0.00% | 11,903 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $10.11万 | 0.00% | 29,142 | 9,690 | 49.8% | $3.36万 | 加仓 |
| — | MARKER THERAPEUTICS INC | $9.99万 | 0.00% | 67,963 | 67,963 | — | $9.99万 | 新建仓 |
| BTG | B2GOLD CORP | $9.92万 | 0.00% | 26,537 | 132 | 0.5% | $494 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $9.92万 | 0.00% | 10,115 | 49 | 0.5% | $481 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $9.79万 | 0.00% | 60,457 | 60,457 | — | $9.79万 | 新建仓 |
| ALAB | ASTERA LABS INC 看涨期权 | $9.66万 | 0.00% | 200 | 200 | — | $9.66万 | 新建仓 |
| SE | SEA LTD 看涨期权 | $9.58万 | 0.00% | 1,000 | 1,000 | — | $9.58万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $9.55万 | 0.00% | 12,440 | -758 | -5.7% | -$5,821 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $9.17万 | 0.00% | 15,131 | -1,367 | -8.3% | -$8,284 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $9.12万 | 0.00% | 23,683 | 10,199 | 75.6% | $3.93万 | 加仓 |
| AUR | AURORA INNOVATION INC | $9.01万 | 0.00% | 13,212 | 1,839 | 16.2% | $1.25万 | 加仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $8.95万 | 0.00% | 13,707 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $8.88万 | 0.00% | 20,055 | 1,088 | 5.7% | $4,820 | 加仓 |
| ALT | ALTIMMUNE INC | $8.71万 | 0.00% | 28,649 | 2,141 | 8.1% | $6,509 | 加仓 |
| — | URBAN ONE INC | $8.40万 | 0.00% | 15,557 | 15,557 | — | $8.40万 | 新建仓 |
| NUVB | NUVATION BIO INC | $8.34万 | 0.00% | 14,677 | 14,677 | — | $8.34万 | 新建仓 |
| WEN | WENDYS CO 看涨期权 | $8.29万 | 0.00% | 10,000 | 10,000 | — | $8.29万 | 新建仓 |
| — | FATHOM HOLDINGS INC | $8.23万 | 0.00% | 81,467 | 81,467 | — | $8.23万 | 新建仓 |
| MNKD | MANNKIND CORP | $8.19万 | 0.00% | 19,223 | 0 | 0.0% | — | 不变 |
| MFM | ABERDEEN MUN INCOME FD | $8.13万 | 0.00% | 14,464 | 14,464 | — | $8.13万 | 新建仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $8.12万 | 0.00% | 11,302 | 11,302 | — | $8.12万 | 新建仓 |
| BMBL | BUMBLE INC | $8.02万 | 0.00% | 25,048 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $7.96万 | 0.00% | 14,338 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $7.94万 | 0.00% | 16,339 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $7.86万 | 0.00% | 13,607 | 13,607 | — | $7.86万 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD | $7.77万 | 0.00% | 16,846 | 16,846 | — | $7.77万 | 新建仓 |
| MXL | MAXLINEAR INC | $7.68万 | 0.00% | 600 | 600 | — | $7.68万 | 新建仓 |
| AVGO | BROADCOM INC 看涨期权 | $7.55万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC 看涨期权 | $7.45万 | 0.00% | 1,000 | 1,000 | — | $7.45万 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $7.44万 | 0.00% | 12,700 | 12,700 | — | $7.44万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $7.30万 | 0.00% | 961 | 961 | — | $7.30万 | 新建仓 |
| SERV | SERVE ROBOTICS INC | $7.13万 | 0.00% | 10,843 | 10,843 | — | $7.13万 | 新建仓 |
| — | URANIUM RTY CORP | $7.04万 | 0.00% | 25,310 | 0 | 0.0% | — | 不变 |
| THM | INTERNATIONAL TOWER HILL MIN | $7.02万 | 0.00% | 35,275 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $6.93万 | 0.00% | 8,361 | 8,361 | — | $6.93万 | 新建仓 |
| V | VISA INC 看涨期权 | $6.86万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $6.50万 | 0.00% | 11,200 | 200 | 1.8% | $1,160 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $6.20万 | 0.00% | 11,900 | 1,200 | 11.2% | $6,252 | 加仓 |
| BE | BLOOM ENERGY CORP 看涨期权 | $6.05万 | 0.00% | 200 | 200 | — | $6.05万 | 新建仓 |
| EGHT | 8X8 INC NEW | $5.56万 | 0.00% | 32,500 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $5.46万 | 0.00% | 19,623 | 8,009 | 69.0% | $2.23万 | 加仓 |
| — | HUMACYTE INC | $5.38万 | 0.00% | 68,979 | 5,000 | 7.8% | $3,902 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC 看涨期权 | $5.21万 | 0.00% | 3,000 | 1,000 | 50.0% | $1.74万 | 加仓 |
| — | PIMCO HIGH INCOME FD | $5.04万 | 0.00% | 10,815 | 10,815 | — | $5.04万 | 新建仓 |
| — | LOANDEPOT INC | $5.04万 | 0.00% | 40,310 | -2,170 | -5.1% | -$2,713 | 减仓 |
| BHC | BAUSCH HEALTH COS INC | $4.93万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| TSI | TCW STRATEGIC INCOME FD INC | $4.73万 | 0.00% | 10,484 | 145 | 1.4% | $654 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $4.48万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC 看涨期权 | $4.46万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $4.45万 | 0.00% | 12,138 | 558 | 4.8% | $2,048 | 加仓 |
| — | KNIGHTSCOPE INC | $3.90万 | 0.00% | 18,500 | 0 | 0.0% | — | 不变 |
| — | CINEVERSE CORP | $3.67万 | 0.00% | 12,350 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $3.55万 | 0.00% | 400 | 300 | 300.0% | $2.67万 | 加仓 |
| GDX | VANECK ETF TRUST 看涨期权 | $3.02万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IFRX | INFLARX NV | $2.83万 | 0.00% | 12,651 | -1,800 | -12.5% | -$4,032 | 减仓 |
| — | EVOTEC AG | $2.80万 | 0.00% | 10,016 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC 看涨期权 | $2.71万 | 0.00% | 100 | -200 | -66.7% | -$5.43万 | 减仓 |
| — | CARDIOL THERAPEUTICS INC | $2.69万 | 0.00% | 25,387 | 25,387 | — | $2.69万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $2.55万 | 0.00% | 12,081 | -1,734 | -12.6% | -$3,659 | 减仓 |
| MSOS | ADVISORSHARES TR 看涨期权 | $2.54万 | 0.00% | 5,000 | -70,600 | -93.4% | -$35.86万 | 重新持有 |
| — | CREDIT SUISSE ASSET MGMT | $2.51万 | 0.00% | 10,128 | 0 | 0.0% | — | 不变 |
| — | CLEANCORE SOLUTIONS INC | $2.28万 | 0.00% | 27,780 | 27,780 | — | $2.28万 | 新建仓 |
| ONDS | ONDAS INC 看涨期权 | $2.06万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| — | NAMIB MINERALS | $1.88万 | 0.00% | 10,000 | 10,000 | — | $1.88万 | 新建仓 |
| EVTL | VERTICAL AEROSPACE LTD | $1.74万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC 看涨期权 | $1.52万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ODYSSEY MARINE EXPL INC | $1.45万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $1.43万 | 0.00% | 200 | -1,600 | -88.9% | -$11.42万 | 减仓 |
| — | HERON THERAPEUTICS INC | $1.36万 | 0.00% | 31,923 | 0 | 0.0% | — | 不变 |
| — | STARFIGHTERS SPACE INC 看涨期权 | $1.33万 | 0.00% | 2,500 | 2,500 | — | $1.33万 | 新建仓 |
| — | ONCOLYTICS BIOTECH INC | $1.19万 | 0.00% | 12,500 | 12,500 | — | $1.19万 | 新建仓 |
| USAR | USA RARE EARTH INC 看涨期权 | $1.08万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC 看涨期权 | $1.05万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | YD BIO LTD | $5,478 | 0.00% | 17,672 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC 看涨期权 | $5,326 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC 看涨期权 | $2,103 | 0.00% | 100 | 100 | — | $2,103 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -283,419 | -100.0% | -$4,808.47万 | 清仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -1,464,649 | -100.0% | -$4,426.17万 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -67,616 | -100.0% | -$1,163.67万 | 清仓 |