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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | $568.98万 | 0.05% | 74,183 | 2,370 | 3.3% | $18.18万 | 加仓 |
| MMM | 3M CO | $566.39万 | 0.05% | 34,982 | -766 | -2.1% | -$12.40万 | 减仓 |
| TPR | TAPESTRY INC | $565.18万 | 0.05% | 38,611 | 27,585 | 250.2% | $403.78万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $563.08万 | 0.05% | 115,717 | 168 | 0.1% | $8,175 | 加仓 |
| TMUS | T-MOBILE US INC | $560.28万 | 0.05% | 33,404 | 20,231 | 153.6% | $339.33万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $559.01万 | 0.05% | 152,072 | 2,983 | 2.0% | $10.97万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $557.09万 | 0.05% | 24,267 | 13,666 | 128.9% | $313.72万 | 加仓 |
| AZN | ASTRAZENECA PLC | $551.26万 | 0.05% | 29,072 | 5,719 | 24.5% | $108.44万 | 加仓 |
| SLV | ISHARES SILVER TR | $549.55万 | 0.05% | 102,777 | 25,431 | 32.9% | $135.98万 | 加仓 |
| WELL | WELLTOWER INC | $547.97万 | 0.05% | 24,143 | 1,556 | 6.9% | $35.32万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $547.68万 | 0.05% | 223,089 | 116,224 | 108.8% | $285.33万 | 加仓 |
| BE | BLOOM ENERGY CORP | $547.56万 | 0.05% | 18,089 | -9,142 | -33.6% | -$276.73万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $546.06万 | 0.05% | 165,625 | -152,036 | -47.9% | -$501.26万 | 减仓 |
| IWP | ISHARES TR | $540.18万 | 0.05% | 36,895 | 19,507 | 112.2% | $285.60万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $532.73万 | 0.05% | 203,488 | 14,761 | 7.8% | $38.64万 | 加仓 |
| OII | OCEANEERING INTL INC | $532.66万 | 0.05% | 131,457 | 14,910 | 12.8% | $60.42万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $532.56万 | 0.05% | 132,379 | 14,931 | 12.7% | $60.07万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $525.39万 | 0.04% | 223,380 | 58,052 | 35.1% | $136.54万 | 加仓 |
| IWY | ISHARES TR | $525.32万 | 0.04% | 18,076 | 16,472 | 1,026.9% | $478.70万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $524.04万 | 0.04% | 100,854 | 7,641 | 8.2% | $39.70万 | 加仓 |
| PTLC | PACER FDS TR | $522.37万 | 0.04% | 89,661 | -27,814 | -23.7% | -$162.05万 | 减仓 |
| IHE | ISHARES TR | $519.29万 | 0.04% | 52,448 | -4,740 | -8.3% | -$46.93万 | 减仓 |
| ALL | ALLSTATE CORP | $519.19万 | 0.04% | 21,821 | 3,705 | 20.5% | $88.15万 | 加仓 |
| ACWX | ISHARES TR | $517.19万 | 0.04% | 67,953 | 2,476 | 3.8% | $18.84万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $517.08万 | 0.04% | 231,978 | -9,819 | -4.1% | -$21.89万 | 减仓 |
| POWL | POWELL INDS INC | $515.23万 | 0.04% | 17,993 | 11,876 | 194.1% | $340.07万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $513.18万 | 0.04% | 75,960 | 37,375 | 96.9% | $252.50万 | 加仓 |
| SYK | STRYKER CORPORATION | $511.27万 | 0.04% | 16,239 | -2,125 | -11.6% | -$66.90万 | 减仓 |
| DVY | ISHARES TR | $509.18万 | 0.04% | 32,577 | -2,912 | -8.2% | -$45.51万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $508.78万 | 0.04% | 99,662 | 21,519 | 27.5% | $109.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $504.83万 | 0.04% | 61,310 | 4,702 | 8.3% | $38.72万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $503.93万 | 0.04% | 10,145 | 661 | 7.0% | $32.83万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $503.13万 | 0.04% | 43,087 | 6,224 | 16.9% | $72.68万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $498.72万 | 0.04% | 180,044 | 29,976 | 20.0% | $83.03万 | 加仓 |
| NVO | NOVO-NORDISK A S | $497.57万 | 0.04% | 103,790 | 7,154 | 7.4% | $34.30万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $495.09万 | 0.04% | 17,617 | 1,435 | 8.9% | $40.33万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $493.79万 | 0.04% | 90,537 | 28,114 | 45.0% | $153.33万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $493.64万 | 0.04% | 46,434 | 35,096 | 309.5% | $373.10万 | 加仓 |
| SHOP | SHOPIFY INC | $491.86万 | 0.04% | 43,078 | 14,679 | 51.7% | $167.60万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $490.55万 | 0.04% | 153,439 | 1,049 | 0.7% | $3.35万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $489.94万 | 0.04% | 92,863 | 52,790 | 131.7% | $278.52万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $489.60万 | 0.04% | 101,388 | -28,545 | -22.0% | -$137.84万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $489.44万 | 0.04% | 174,490 | 174,490 | — | $489.44万 | 新建仓 |
| IYG | ISHARES TR | $489.37万 | 0.04% | 54,092 | -659 | -1.2% | -$5.96万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $488.65万 | 0.04% | 101,548 | 14,638 | 16.8% | $70.44万 | 加仓 |
| MGV | VANGUARD WORLD FD | $474.31万 | 0.04% | 29,019 | -126 | -0.4% | -$2.06万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $473.36万 | 0.04% | 49,089 | 5,786 | 13.4% | $55.79万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $472.76万 | 0.04% | 6,722 | 629 | 10.3% | $44.24万 | 加仓 |
| IWX | ISHARES TR | $471.81万 | 0.04% | 44,866 | 44,866 | — | $471.81万 | 新建仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $469.34万 | 0.04% | 128,974 | 78,714 | 156.6% | $286.44万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $464.92万 | 0.04% | 99,321 | 23,748 | 31.4% | $111.16万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $463.36万 | 0.04% | 109,464 | 4,883 | 4.7% | $20.67万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $462.45万 | 0.04% | 44,876 | 2,267 | 5.3% | $23.36万 | 加仓 |
| IBHF | ISHARES TR | $454.76万 | 0.04% | 200,777 | 200,777 | — | $454.76万 | 新建仓 |
| IWS | ISHARES TR | $452.95万 | 0.04% | 27,518 | 21,744 | 376.6% | $357.91万 | 加仓 |
| AEE | AMEREN CORP | $452.48万 | 0.04% | 40,028 | 21,744 | 118.9% | $245.79万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $450.95万 | 0.04% | 275,305 | 37,647 | 15.8% | $61.67万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $450.37万 | 0.04% | 25,621 | 12,152 | 90.2% | $213.61万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $450.20万 | 0.04% | 48,959 | 23,167 | 89.8% | $213.03万 | 加仓 |
| IDEV | ISHARES TR | $449.82万 | 0.04% | 50,536 | 42,838 | 556.5% | $381.30万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $449.55万 | 0.04% | 77,724 | 19,286 | 33.0% | $111.55万 | 加仓 |
| MP | MP MATERIALS CORP | $449.26万 | 0.04% | 80,211 | 2,823 | 3.6% | $15.81万 | 加仓 |
| IBHG | ISHARES TR | $449.17万 | 0.04% | 203,427 | 203,427 | — | $449.17万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $448.30万 | 0.04% | 34,065 | -660 | -1.9% | -$8.69万 | 减仓 |
| SHEL | SHELL PLC | $446.51万 | 0.04% | 57,585 | 903 | 1.6% | $7.00万 | 加仓 |
| GPN | GLOBAL PMTS INC | $445.69万 | 0.04% | 61,423 | 49,286 | 406.1% | $357.62万 | 加仓 |
| MET | METLIFE INC | $445.34万 | 0.04% | 52,634 | 1,379 | 2.7% | $11.67万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $444.39万 | 0.04% | 176,204 | 176,204 | — | $444.39万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $440.67万 | 0.04% | 48,067 | 1,498 | 3.2% | $13.73万 | 加仓 |
| SNOW | SNOWFLAKE INC | $438.22万 | 0.04% | 17,219 | 2,044 | 13.5% | $52.02万 | 加仓 |
| SLB | SLB LIMITED | $437.24万 | 0.04% | 94,050 | 66,798 | 245.1% | $310.54万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $436.82万 | 0.04% | 56,096 | 4,088 | 7.9% | $31.83万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $434.79万 | 0.04% | 143,971 | 7,338 | 5.4% | $22.16万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $434.65万 | 0.04% | 24,204 | -501 | -2.0% | -$9.00万 | 减仓 |
| QYLD | GLOBAL X FDS | $432.99万 | 0.04% | 234,940 | 2,887 | 1.2% | $5.32万 | 加仓 |
| IYW | ISHARES TR | $431.56万 | 0.04% | 17,110 | -971 | -5.4% | -$24.49万 | 减仓 |
| USB | US BANCORP | $429.28万 | 0.04% | 71,072 | -2,416 | -3.3% | -$14.59万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $429.27万 | 0.04% | 210,735 | -81,175 | -27.8% | -$165.35万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $423.76万 | 0.04% | 95,268 | -35,416 | -27.1% | -$157.53万 | 减仓 |
| INTU | INTUIT | $423.67万 | 0.04% | 16,232 | 9,151 | 129.2% | $238.85万 | 加仓 |
| IWB | ISHARES TR | $423.54万 | 0.04% | 10,343 | 4,348 | 72.5% | $178.05万 | 加仓 |
| HYTR | NORTHERN LTS FD TR III | $419.23万 | 0.04% | 196,271 | 167 | 0.1% | $3,567 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $419.18万 | 0.04% | 83,187 | 50,583 | 155.1% | $254.89万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $416.93万 | 0.04% | 131,191 | 31,052 | 31.0% | $98.68万 | 加仓 |
| ROST | ROSS STORES INC | $416.81万 | 0.04% | 19,582 | 6,586 | 50.7% | $140.19万 | 加仓 |
| VDE | VANGUARD WORLD FD | $416.65万 | 0.04% | 27,752 | -9,937 | -26.4% | -$149.19万 | 减仓 |
| VV | VANGUARD INDEX FDS | $416.45万 | 0.04% | 12,109 | 2,538 | 26.5% | $87.29万 | 加仓 |
| SDY | SPDR SERIES TRUST | $414.98万 | 0.04% | 27,269 | 3,271 | 13.6% | $49.78万 | 加仓 |
| VHT | VANGUARD WORLD FD | $412.60万 | 0.04% | 13,799 | -157 | -1.1% | -$4.69万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $411.52万 | 0.04% | 163,497 | -5,084 | -3.0% | -$12.80万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $410.92万 | 0.03% | 71,255 | 579 | 0.8% | $3.34万 | 加仓 |
| MSOS | ADVISORSHARES TR | $410.88万 | 0.03% | 808,824 | -195,683 | -19.5% | -$99.41万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $410.60万 | 0.03% | 91,063 | 5,868 | 6.9% | $26.46万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $409.10万 | 0.03% | 11,882 | -2,611 | -18.0% | -$89.90万 | 减仓 |
| CLIP | GLOBAL X FDS | $408.99万 | 0.03% | 40,760 | 19,279 | 89.7% | $193.45万 | 加仓 |
| RKLB | ROCKET LAB CORP | $408.41万 | 0.03% | 40,178 | -12,331 | -23.5% | -$125.35万 | 减仓 |
| ENB | ENBRIDGE INC | $408.04万 | 0.03% | 75,270 | 9,128 | 13.8% | $49.48万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $406.12万 | 0.03% | 19,059 | -1,260 | -6.2% | -$26.85万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $404.22万 | 0.03% | 26,964 | 26,964 | — | $404.22万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $402.87万 | 0.03% | 193,779 | 193,779 | — | $402.87万 | 新建仓 |