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 |
|---|---|---|---|---|---|---|---|---|
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1,020.68万 | 0.11% | 85,517 | 10,392 | 13.8% | $124.03万 | 加仓 |
| OEF | ISHARES TR | $1,013.45万 | 0.11% | 31,862 | -8,510 | -21.1% | -$270.68万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $995.73万 | 0.11% | 245,616 | 147,980 | 151.6% | $599.91万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $993.75万 | 0.11% | 559,861 | 415,071 | 286.7% | $736.75万 | 加仓 |
| DLN | WISDOMTREE TR | $991.12万 | 0.11% | 110,950 | 41,526 | 59.8% | $370.95万 | 加仓 |
| BROS | DUTCH BROS INC | $986.15万 | 0.11% | 194,661 | 21,170 | 12.2% | $107.25万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $984.84万 | 0.11% | 28,694 | -2,179 | -7.1% | -$74.79万 | 减仓 |
| ADI | ANALOG DEVICES INC | $978.88万 | 0.11% | 30,769 | -2,720 | -8.1% | -$86.53万 | 减仓 |
| EFG | ISHARES TR | $975.32万 | 0.11% | 87,575 | 76,477 | 689.1% | $851.72万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $973.48万 | 0.11% | 100,379 | 1,098 | 1.1% | $10.65万 | 加仓 |
| EEM | ISHARES TR | $966.83万 | 0.11% | 170,247 | 26,921 | 18.8% | $152.88万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $964.21万 | 0.10% | 335,844 | 224,552 | 201.8% | $644.69万 | 加仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $962.77万 | 0.10% | 471,254 | 46,359 | 10.9% | $94.71万 | 加仓 |
| MO | ALTRIA GROUP INC | $959.13万 | 0.10% | 145,345 | 9,979 | 7.4% | $65.85万 | 加仓 |
| ASML | ASML HLDG NV | $951.59万 | 0.10% | 7,205 | -802 | -10.0% | -$105.92万 | 减仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $941.50万 | 0.10% | 297,565 | 235,622 | 380.4% | $745.51万 | 加仓 |
| TGT | TARGET CORP | $934.42万 | 0.10% | 77,097 | 5,260 | 7.3% | $63.75万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $932.65万 | 0.10% | 317,661 | -51,413 | -13.9% | -$150.95万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $930.11万 | 0.10% | 164,098 | 2,826 | 1.8% | $16.02万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $927.37万 | 0.10% | 37,009 | 1,371 | 3.8% | $34.35万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $924.94万 | 0.10% | 66,869 | -55,978 | -45.6% | -$774.29万 | 减仓 |
| WM | WASTE MGMT INC DEL | $923.94万 | 0.10% | 40,208 | 1,842 | 4.8% | $42.33万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $921.01万 | 0.10% | 192,157 | 192,157 | — | $921.01万 | 新建仓 |
| IYH | ISHARES TR | $915.89万 | 0.10% | 148,586 | 12,138 | 8.9% | $74.82万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $915.81万 | 0.10% | 92,431 | 5,377 | 6.2% | $53.28万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $913.31万 | 0.10% | 30,012 | -15,226 | -33.7% | -$463.35万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $909.65万 | 0.10% | 45,875 | -4,199 | -8.4% | -$83.26万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $903.75万 | 0.10% | 122,726 | 24,465 | 24.9% | $180.16万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $903.37万 | 0.10% | 19,596 | 4,117 | 26.6% | $189.79万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $902.39万 | 0.10% | 68,916 | 6,215 | 9.9% | $81.38万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $883.85万 | 0.10% | 43,501 | -3,116 | -6.7% | -$63.31万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $882.59万 | 0.10% | 345,434 | 30,986 | 9.9% | $79.17万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $881.50万 | 0.10% | 76,766 | -3,991 | -4.9% | -$45.83万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $878.58万 | 0.10% | 222,539 | -13,761 | -5.8% | -$54.33万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $877.38万 | 0.10% | 261,279 | 12,470 | 5.0% | $41.87万 | 加仓 |
| IHDG | WISDOMTREE TR | $871.82万 | 0.09% | 181,063 | -4,489 | -2.4% | -$21.61万 | 减仓 |
| — | DBX ETF TR | $870.01万 | 0.09% | 195,993 | 25,529 | 15.0% | $113.32万 | 加仓 |
| UNP | UNION PAC CORP | $854.10万 | 0.09% | 35,204 | -421 | -1.2% | -$10.21万 | 减仓 |
| NOW | SERVICENOW INC | $846.56万 | 0.09% | 80,972 | 29,614 | 57.7% | $309.61万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $845.88万 | 0.09% | 112,499 | -6,993 | -5.9% | -$52.58万 | 减仓 |
| TRC | TEJON RANCH CO | $843.59万 | 0.09% | 447,764 | 1,169 | 0.3% | $2.20万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $840.39万 | 0.09% | 50,828 | -10,288 | -16.8% | -$170.10万 | 减仓 |
| BLK | BLACKROCK INC | $833.63万 | 0.09% | 8,668 | -337 | -3.7% | -$32.41万 | 减仓 |
| CCL | CARNIVAL CORP | $826.26万 | 0.09% | 319,268 | 10,783 | 3.5% | $27.91万 | 加仓 |
| DIS | DISNEY WALT CO | $821.64万 | 0.09% | 85,251 | -26,937 | -24.0% | -$259.62万 | 减仓 |
| IJT | ISHARES TR | $818.23万 | 0.09% | 56,543 | 1,140 | 2.1% | $16.50万 | 加仓 |
| USMV | ISHARES TR | $810.82万 | 0.09% | 87,429 | -6,226 | -6.6% | -$57.74万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $807.91万 | 0.09% | 225,044 | -211,126 | -48.4% | -$757.94万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $802.38万 | 0.09% | 171,338 | 70,429 | 69.8% | $329.82万 | 加仓 |
| MTUM | ISHARES TR | $801.15万 | 0.09% | 33,383 | -18,785 | -36.0% | -$450.82万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $793.71万 | 0.09% | 156,828 | 13,016 | 9.1% | $65.87万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $786.08万 | 0.09% | 194,238 | 6,631 | 3.5% | $26.84万 | 加仓 |
| CMI | CUMMINS INC | $784.44万 | 0.09% | 14,580 | 133 | 0.9% | $7.16万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $783.17万 | 0.09% | 248,074 | -4,371 | -1.7% | -$13.80万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $780.36万 | 0.08% | 271,554 | 251,074 | 1,225.9% | $721.51万 | 加仓 |
| CRM | SALESFORCE INC | $773.85万 | 0.08% | 67,317 | -7,939 | -10.5% | -$91.26万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $773.10万 | 0.08% | 218,576 | 14,467 | 7.1% | $51.17万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $770.16万 | 0.08% | 141,185 | -61,152 | -30.2% | -$333.58万 | 减仓 |
| MBB | ISHARES TR | $768.72万 | 0.08% | 80,960 | 21,150 | 35.4% | $200.82万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $767.54万 | 0.08% | 41,651 | 2,195 | 5.6% | $40.45万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $766.63万 | 0.08% | 298,997 | 7,761 | 2.7% | $19.90万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $762.35万 | 0.08% | 172,565 | -174,629 | -50.3% | -$771.47万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $761.50万 | 0.08% | 363,312 | 17,222 | 5.0% | $36.10万 | 加仓 |
| AMAT | APPLIED MATLS INC | $760.38万 | 0.08% | 22,247 | -1,053 | -4.5% | -$35.99万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $757.99万 | 0.08% | 61,736 | 5,489 | 9.8% | $67.39万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $755.41万 | 0.08% | 26,004 | 5,611 | 27.5% | $163.00万 | 加仓 |
| AFL | AFLAC INC | $755.02万 | 0.08% | 68,820 | 1,172 | 1.7% | $12.86万 | 加仓 |
| DGRO | ISHARES TR | $754.06万 | 0.08% | 107,448 | -26,340 | -19.7% | -$184.85万 | 减仓 |
| HGER | HARBOR ETF TRUST | $746.44万 | 0.08% | 240,709 | 240,709 | — | $746.44万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $736.10万 | 0.08% | 270,327 | -186,912 | -40.9% | -$508.96万 | 减仓 |
| MDT | MEDTRONIC PLC | $735.89万 | 0.08% | 84,927 | -18,189 | -17.6% | -$157.61万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $729.78万 | 0.08% | 26,969 | -3,026 | -10.1% | -$81.88万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $729.39万 | 0.08% | 285,922 | 198,509 | 227.1% | $506.40万 | 加仓 |
| IJS | ISHARES TR | $723.02万 | 0.08% | 61,040 | 310 | 0.5% | $3.67万 | 加仓 |
| EMR | EMERSON ELEC CO | $719.59万 | 0.08% | 54,922 | 340 | 0.6% | $4.45万 | 加仓 |
| GLDM | WORLD GOLD TR | $718.52万 | 0.08% | 77,519 | 69,468 | 862.8% | $643.90万 | 加仓 |
| DE | DEERE & CO | $718.39万 | 0.08% | 12,753 | 5 | 0.0% | $2,817 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $716.49万 | 0.08% | 152,185 | 29,234 | 23.8% | $137.63万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $711.58万 | 0.08% | 233,304 | -250,346 | -51.8% | -$763.55万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $705.44万 | 0.08% | 42,980 | 3,956 | 10.1% | $64.93万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $696.40万 | 0.08% | 192,269 | 80,953 | 72.7% | $293.21万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $695.11万 | 0.08% | 24,220 | 10,128 | 71.9% | $290.67万 | 加仓 |
| SNA | SNAP ON INC | $694.42万 | 0.08% | 19,118 | 1,451 | 8.2% | $52.70万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $692.25万 | 0.08% | 26,596 | 1,484 | 5.9% | $38.63万 | 加仓 |
| ICSH | ISHARES TR | $688.94万 | 0.07% | 136,100 | 6,394 | 4.9% | $32.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $685.94万 | 0.07% | 186,599 | 186,599 | — | $685.94万 | 新建仓 |
| IBB | ISHARES TR | $681.00万 | 0.07% | 40,332 | 4,643 | 13.0% | $78.40万 | 加仓 |
| CPA | COPA HOLDINGS SA | $677.11万 | 0.07% | 59,600 | -6,145 | -9.3% | -$69.81万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $675.92万 | 0.07% | 37,051 | -23,358 | -38.7% | -$426.12万 | 减仓 |
| UI | UBIQUITI INC | $671.87万 | 0.07% | 8,502 | -1,207 | -12.4% | -$95.38万 | 减仓 |
| NKE | NIKE INC | $668.82万 | 0.07% | 126,622 | 16,291 | 14.8% | $86.05万 | 加仓 |
| ET | ENERGY TRANSFER L P | $666.92万 | 0.07% | 345,555 | 12,249 | 3.7% | $23.64万 | 加仓 |
| GOVT | ISHARES TR | $659.17万 | 0.07% | 287,722 | 223,465 | 347.8% | $511.96万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $655.65万 | 0.07% | 255,915 | 93,095 | 57.2% | $238.51万 | 加仓 |
| VDE | VANGUARD WORLD FD | $652.17万 | 0.07% | 37,689 | 12,997 | 52.6% | $224.90万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $647.54万 | 0.07% | 126,263 | -930 | -0.7% | -$4.77万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $646.64万 | 0.07% | 49,331 | -1,940 | -3.8% | -$25.43万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $645.52万 | 0.07% | 39,462 | 5,514 | 16.2% | $90.20万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $642.48万 | 0.07% | 24,965 | 248 | 1.0% | $6.38万 | 加仓 |
| — | FIDELITY GREENWOOD STREET TR | $641.03万 | 0.07% | 236,282 | 1,946 | 0.8% | $5.28万 | 加仓 |