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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR | $1,276.82万 | 0.11% | 19,927 | 4,873 | 32.4% | $312.24万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,271.47万 | 0.11% | 271,276 | 99,938 | 58.3% | $468.41万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,270.24万 | 0.11% | 160,728 | 90,433 | 128.6% | $714.69万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,269.45万 | 0.11% | 400,330 | 52,223 | 15.0% | $165.60万 | 加仓 |
| EME | EMCOR GROUP INC | $1,269.03万 | 0.11% | 15,292 | 396 | 2.7% | $32.86万 | 加仓 |
| TGT | TARGET CORP | $1,262.17万 | 0.11% | 96,636 | 19,539 | 25.3% | $255.20万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $1,260.96万 | 0.11% | 99,023 | -1,356 | -1.4% | -$17.27万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,257.35万 | 0.11% | 13,030 | 4,209 | 47.7% | $406.15万 | 加仓 |
| EFG | ISHARES TR | $1,256.25万 | 0.11% | 100,969 | 13,394 | 15.3% | $166.65万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,251.59万 | 0.11% | 249,569 | 21,172 | 9.3% | $106.18万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,247.32万 | 0.11% | 30,010 | 3,041 | 11.3% | $126.39万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,242.94万 | 0.11% | 50,483 | 25,733 | 104.0% | $633.57万 | 加仓 |
| GLW | CORNING INC | $1,239.86万 | 0.11% | 48,540 | 24,449 | 101.5% | $624.50万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,236.57万 | 0.11% | 36,558 | 1,017 | 2.9% | $34.40万 | 加仓 |
| NOW | SERVICENOW INC | $1,234.41万 | 0.11% | 124,336 | 43,364 | 53.6% | $430.52万 | 加仓 |
| DE | DEERE & CO | $1,231.28万 | 0.10% | 19,411 | 6,658 | 52.2% | $422.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,229.23万 | 0.10% | 469,889 | 23,030 | 5.2% | $60.25万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,224.59万 | 0.10% | 216,817 | 52,719 | 32.1% | $297.76万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $1,223.41万 | 0.10% | 571,686 | 35,412 | 6.6% | $75.78万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,194.80万 | 0.10% | 306,280 | -41,506 | -11.9% | -$161.91万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,190.25万 | 0.10% | 70,065 | 8,329 | 13.5% | $141.49万 | 加仓 |
| USMV | ISHARES TR | $1,180.50万 | 0.10% | 122,383 | 34,954 | 40.0% | $337.16万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,173.38万 | 0.10% | 113,425 | 83,094 | 274.0% | $859.60万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $1,162.02万 | 0.10% | 338,386 | 40,821 | 13.7% | $140.18万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,153.52万 | 0.10% | 307,935 | 59,861 | 24.1% | $224.24万 | 加仓 |
| USHY | ISHARES TR | $1,149.08万 | 0.10% | 310,393 | 157,036 | 102.4% | $581.35万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,147.41万 | 0.10% | 112,282 | -3,333 | -2.9% | -$34.06万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $1,146.49万 | 0.10% | 422,281 | 254,271 | 151.3% | $690.35万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,138.04万 | 0.10% | 22,699 | 13,232 | 139.8% | $663.40万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,135.24万 | 0.10% | 234,408 | 21,247 | 10.0% | $102.90万 | 加仓 |
| DLN | WISDOMTREE TR | $1,133.41万 | 0.10% | 117,671 | 6,721 | 6.1% | $64.74万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,128.22万 | 0.10% | 37,851 | 9,740 | 34.6% | $290.32万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,121.94万 | 0.10% | 56,778 | 15,127 | 36.3% | $298.91万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,120.65万 | 0.10% | 328,395 | 6,962 | 2.2% | $23.76万 | 加仓 |
| SO | SOUTHERN CO | $1,104.08万 | 0.09% | 115,357 | 6,128 | 5.6% | $58.65万 | 加仓 |
| IYH | ISHARES TR | $1,097.75万 | 0.09% | 163,818 | 15,232 | 10.3% | $102.07万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,097.58万 | 0.09% | 120,960 | 6,384 | 5.6% | $57.93万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,093.46万 | 0.09% | 151,975 | 6,630 | 4.6% | $47.70万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,083.91万 | 0.09% | 30,570 | 21,559 | 239.3% | $764.41万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,082.65万 | 0.09% | 78,715 | 1,949 | 2.5% | $26.81万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,078.93万 | 0.09% | 68,744 | 1,875 | 2.8% | $29.43万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,077.82万 | 0.09% | 273,074 | -375,303 | -57.9% | -$1,481.32万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,066.31万 | 0.09% | 30,101 | 1,407 | 4.9% | $49.84万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,065.16万 | 0.09% | 362,301 | 16,867 | 4.9% | $49.59万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,062.82万 | 0.09% | 117,960 | 5,461 | 4.9% | $49.20万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,056.00万 | 0.09% | 16,533 | 4,843 | 41.4% | $309.33万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,055.16万 | 0.09% | 123,425 | 94,609 | 328.3% | $808.81万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $1,045.22万 | 0.09% | 136,096 | 136,096 | — | $1,045.22万 | 新建仓 |
| IJT | ISHARES TR | $1,038.27万 | 0.09% | 58,134 | 1,591 | 2.8% | $28.42万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,031.73万 | 0.09% | 81,664 | 6,479 | 8.6% | $81.85万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1,027.05万 | 0.09% | 401,348 | 38,497 | 10.6% | $98.51万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $1,024.10万 | 0.09% | 268,863 | 7,584 | 2.9% | $28.89万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,019.63万 | 0.09% | 25,639 | 6,043 | 30.8% | $240.32万 | 加仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $1,015.08万 | 0.09% | 500,532 | 29,278 | 6.2% | $59.38万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,008.73万 | 0.09% | 230,779 | 12,203 | 5.6% | $53.34万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,005.53万 | 0.09% | 247,759 | 2,143 | 0.9% | $8.70万 | 加仓 |
| CMI | CUMMINS INC | $1,004.61万 | 0.09% | 14,086 | -494 | -3.4% | -$35.23万 | 减仓 |
| KEY | KEYCORP | $1,004.54万 | 0.09% | 435,809 | 211,690 | 94.5% | $487.95万 | 加仓 |
| MBB | ISHARES TR | $996.28万 | 0.08% | 105,404 | 24,444 | 30.2% | $231.04万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $995.51万 | 0.08% | 275,536 | 211,652 | 331.3% | $764.70万 | 加仓 |
| IGM | ISHARES TR | $973.27万 | 0.08% | 59,498 | 9,335 | 18.6% | $152.70万 | 加仓 |
| QCOM | QUALCOMM INC | $972.97万 | 0.08% | 52,653 | -29,008 | -35.5% | -$536.04万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $967.02万 | 0.08% | 131,729 | 9,003 | 7.3% | $66.09万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $965.80万 | 0.08% | 214,099 | -50,299 | -19.0% | -$226.90万 | 减仓 |
| UNP | UNION PAC CORP | $964.25万 | 0.08% | 35,451 | 247 | 0.7% | $6.72万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $961.48万 | 0.08% | 156,440 | 49,921 | 46.9% | $306.82万 | 加仓 |
| TLH | ISHARES TR | $959.37万 | 0.08% | 95,603 | -11,364 | -10.6% | -$114.04万 | 减仓 |
| EMR | EMERSON ELEC CO | $955.15万 | 0.08% | 66,724 | 11,802 | 21.5% | $168.95万 | 加仓 |
| WM | WASTE MGMT INC DEL | $952.40万 | 0.08% | 42,732 | 2,524 | 6.3% | $56.25万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $952.33万 | 0.08% | 64,294 | 64,294 | — | $952.33万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $951.37万 | 0.08% | 52,588 | 1,760 | 3.5% | $31.84万 | 加仓 |
| IHDG | WISDOMTREE TR | $947.14万 | 0.08% | 180,821 | -242 | -0.1% | -$1.27万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $944.34万 | 0.08% | 206,911 | 59,806 | 40.7% | $272.96万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $944.21万 | 0.08% | 330,491 | 330,491 | — | $944.21万 | 新建仓 |
| EWJ | ISHARES INC | $942.84万 | 0.08% | 101,087 | 92,288 | 1,048.8% | $860.77万 | 加仓 |
| — | DBX ETF TR | $933.99万 | 0.08% | 210,216 | 14,223 | 7.3% | $63.19万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $932.41万 | 0.08% | 30,083 | 71 | 0.2% | $2.20万 | 加仓 |
| COP | CONOCOPHILLIPS | $931.42万 | 0.08% | 89,594 | 2,597 | 3.0% | $27.00万 | 加仓 |
| KLAC | KLA CORP | $927.02万 | 0.08% | 30,725 | 1,395 | 4.8% | $42.09万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $926.67万 | 0.08% | 92,114 | -317 | -0.3% | -$3.19万 | 减仓 |
| CPA | COPA HOLDINGS SA | $920.45万 | 0.08% | 59,166 | -434 | -0.7% | -$6.75万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $910.81万 | 0.08% | 109,644 | -118,476 | -51.9% | -$984.17万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $909.30万 | 0.08% | 148,505 | 7,320 | 5.2% | $44.82万 | 加仓 |
| AZO | AUTOZONE INC | $907.70万 | 0.08% | 2,840 | 2,164 | 320.1% | $691.64万 | 加仓 |
| WFC | WELLS FARGO & CO | $904.79万 | 0.08% | 109,486 | 39,690 | 56.9% | $328.00万 | 加仓 |
| PWR | QUANTA SVCS INC | $886.48万 | 0.08% | 12,312 | 6,258 | 103.4% | $450.59万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $884.70万 | 0.08% | 44,098 | 7,047 | 19.0% | $141.38万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $880.07万 | 0.07% | 214,873 | -7,666 | -3.4% | -$31.40万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $878.09万 | 0.07% | 28,667 | 3,702 | 14.8% | $113.39万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $872.43万 | 0.07% | 70,109 | 24,234 | 52.8% | $301.57万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $871.89万 | 0.07% | 358,065 | 358,065 | — | $871.89万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $868.71万 | 0.07% | 38,791 | -4,710 | -10.8% | -$105.48万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $867.84万 | 0.07% | 29,601 | 3,597 | 13.8% | $105.46万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $862.69万 | 0.07% | 170,594 | 13,766 | 8.8% | $69.61万 | 加仓 |
| APH | AMPHENOL CORP | $861.56万 | 0.07% | 48,863 | 6,415 | 15.1% | $113.11万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $861.31万 | 0.07% | 50,410 | 50,410 | — | $861.31万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $861.11万 | 0.07% | 229,567 | 4,523 | 2.0% | $16.97万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $856.97万 | 0.07% | 44,692 | 5,230 | 13.3% | $100.29万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $853.27万 | 0.07% | 409,143 | 45,831 | 12.6% | $95.58万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $852.87万 | 0.07% | 410,031 | 395,450 | 2,712.1% | $822.54万 | 加仓 |