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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5.88万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -12,071 | -100.0% | -$5.55万 | 清仓 |
| WDC | WESTERN DIGITAL CORP 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5.41万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$5.19万 | 清仓 |
| SLB | SLB LIMITED 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.14万 | 清仓 |
| VRT | VERTIV HOLDINGS CO 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5.01万 | 清仓 |
| INTC | INTEL CORP 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.41万 | 清仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $0 | 0.00% | 0 | -10,085 | -100.0% | -$4.27万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$4.16万 | 清仓 |
| HAL | HALLIBURTON CO 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.90万 | 清仓 |
| CIEN | CIENA CORP 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$3.88万 | 清仓 |
| BG | BUNGE GLOBAL SA 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$3.82万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$3.68万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -13,338 | -100.0% | -$3.48万 | 清仓 |
| — | JELD-WEN HLDG INC | $0 | 0.00% | 0 | -27,600 | -100.0% | -$3.42万 | 清仓 |
| LKQ | LKQ CORP 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.94万 | 清仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | 0.00% | 0 | -16,037 | -100.0% | -$2.82万 | 清仓 |
| — | UNITED HOMES GROUP INC | $0 | 0.00% | 0 | -24,038 | -100.0% | -$2.79万 | 清仓 |
| GLW | CORNING INC 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$2.72万 | 清仓 |
| CF | CF INDUSTRIES HOLD 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$2.60万 | 清仓 |
| — | ICECURE MEDICAL LTD CAESAREA | $0 | 0.00% | 0 | -78,285 | -100.0% | -$2.36万 | 清仓 |
| RIG | TRANSOCEAN LTD 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$1.99万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP 看跌期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$1.95万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$1.69万 | 清仓 |
| — | BULLFROG AI HLDGS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.68万 | 清仓 |
| — | ABOVE FOOD INGREDIENTS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.51万 | 清仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.47万 | 清仓 |
| ANGO | ANGIODYNAMICS INC 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$1.36万 | 清仓 |
| — | BRAG HSE HLDGS INC | $0 | 0.00% | 0 | -50,455 | -100.0% | -$1.35万 | 清仓 |
| MSTR | STRATEGY INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.25万 | 清仓 |
| SMR | NUSCALE PWR CORP 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.08万 | 清仓 |
| CSL | CARLISLE COS INC 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$8,940 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -15,002 | -100.0% | -$8,741 | 清仓 |
| MP | MP MATERIALS CORP 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$4,826 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$3,704 | 清仓 |