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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR | $289.89万 | 0.02% | 31,996 | 16,712 | 109.3% | $151.41万 | 加仓 |
| PAAA | PGIM ETF TR | $288.31万 | 0.02% | 56,235 | -7,349 | -11.6% | -$37.68万 | 减仓 |
| PAVE | GLOBAL X FDS | $288.24万 | 0.02% | 48,920 | 8,066 | 19.7% | $47.53万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $288.01万 | 0.02% | 155,429 | 88,558 | 132.4% | $164.10万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $287.14万 | 0.02% | 17,582 | 1,719 | 10.8% | $28.07万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $285.44万 | 0.02% | 14,664 | -2,883 | -16.4% | -$56.12万 | 减仓 |
| STE | STERIS PLC | $284.30万 | 0.02% | 13,502 | 1,519 | 12.7% | $31.98万 | 加仓 |
| AOR | ISHARES TR | $281.86万 | 0.02% | 40,555 | 7,179 | 21.5% | $49.89万 | 加仓 |
| O | REALTY INCOME CORP | $279.87万 | 0.02% | 45,169 | 12,246 | 37.2% | $75.88万 | 加仓 |
| IJJ | ISHARES TR | $278.90万 | 0.02% | 18,879 | 453 | 2.5% | $6.69万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $278.63万 | 0.02% | 10,526 | -535 | -4.8% | -$14.16万 | 减仓 |
| AMCR | AMCOR PLC | $278.49万 | 0.02% | 64,241 | 44,125 | 219.4% | $191.28万 | 加仓 |
| VIS | VANGUARD WORLD FD | $278.19万 | 0.02% | 7,719 | -208 | -2.6% | -$7.50万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $276.69万 | 0.02% | 11,647 | -366 | -3.0% | -$8.69万 | 减仓 |
| HYS | PIMCO ETF TR | $276.67万 | 0.02% | 29,584 | 540 | 1.9% | $5.05万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $274.76万 | 0.02% | 54,582 | 27,526 | 101.7% | $138.56万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $274.75万 | 0.02% | 108,770 | -4,900 | -4.3% | -$12.38万 | 减仓 |
| QQQI | NEOS ETF TRUST | $274.15万 | 0.02% | 48,274 | 3,765 | 8.5% | $21.38万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $274.05万 | 0.02% | 4,889 | 3,260 | 200.1% | $182.74万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $272.03万 | 0.02% | 50,583 | 50,583 | — | $272.03万 | 新建仓 |
| VTR | VENTAS INC | $271.52万 | 0.02% | 30,577 | 26,925 | 737.3% | $239.09万 | 加仓 |
| CSX | CSX CORP | $269.22万 | 0.02% | 56,642 | 7,550 | 15.4% | $35.89万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $268.69万 | 0.02% | 94,611 | 22,399 | 31.0% | $63.61万 | 加仓 |
| GPC | GENUINE PARTS CO | $268.28万 | 0.02% | 22,740 | -1,958 | -7.9% | -$23.10万 | 减仓 |
| IQV | IQVIA HLDGS INC | $268.19万 | 0.02% | 13,880 | 1,642 | 13.4% | $31.73万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $266.88万 | 0.02% | 7,111 | -276 | -3.7% | -$10.36万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $266.47万 | 0.02% | 44,197 | -396 | -0.9% | -$2.39万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $265.74万 | 0.02% | 51,680 | 8,904 | 20.8% | $45.78万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $264.59万 | 0.02% | 100,795 | -6,322 | -5.9% | -$16.60万 | 减仓 |
| LLY | ELI LILLY & CO 看涨期权 | $263.87万 | 0.02% | 2,200 | 2,000 | 1,000.0% | $239.89万 | 重新持有 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $263.62万 | 0.02% | 60,450 | 3,245 | 5.7% | $14.15万 | 加仓 |
| CRWV | COREWEAVE INC | $261.18万 | 0.02% | 26,239 | -9,428 | -26.4% | -$93.85万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $260.40万 | 0.02% | 7,889 | 453 | 6.1% | $14.95万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $260.33万 | 0.02% | 98,647 | -1,346 | -1.3% | -$3.55万 | 减仓 |
| ALLY | ALLY FINL INC | $260.07万 | 0.02% | 56,599 | 5,002 | 9.7% | $22.98万 | 加仓 |
| ECL | ECOLAB INC | $259.57万 | 0.02% | 9,316 | -233 | -2.4% | -$6.49万 | 减仓 |
| MCK | MCKESSON CORP | $258.57万 | 0.02% | 3,422 | 339 | 11.0% | $25.62万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $258.20万 | 0.02% | 10,487 | 882 | 9.2% | $21.72万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $257.59万 | 0.02% | 62,339 | -54,389 | -46.6% | -$224.74万 | 减仓 |
| ARCB | ARCBEST CORP | $257.32万 | 0.02% | 17,927 | 17,927 | — | $257.32万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $256.93万 | 0.02% | 9,865 | 1,489 | 17.8% | $38.78万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $256.51万 | 0.02% | 36,655 | 36,655 | — | $256.51万 | 新建仓 |
| PTNQ | PACER FDS TR | $256.43万 | 0.02% | 28,926 | 193 | 0.7% | $1.71万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $255.67万 | 0.02% | 49,281 | 36,785 | 294.4% | $190.84万 | 加仓 |
| FDX | FEDEX CORP | $253.94万 | 0.02% | 8,110 | 1,157 | 16.6% | $36.23万 | 加仓 |
| POOL | POOL CORP | $253.69万 | 0.02% | 11,805 | 3,325 | 39.2% | $71.45万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $252.50万 | 0.02% | 111,528 | -4,408 | -3.8% | -$9.98万 | 减仓 |
| D | DOMINION ENERGY INC | $250.74万 | 0.02% | 36,717 | 3,390 | 10.2% | $23.15万 | 加仓 |
| EMB | ISHARES TR | $249.94万 | 0.02% | 25,917 | 699 | 2.8% | $6.74万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $248.40万 | 0.02% | 10,826 | 8,836 | 444.0% | $202.74万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $248.27万 | 0.02% | 24,758 | -1,802 | -6.8% | -$18.07万 | 减仓 |
| ZTS | ZOETIS INC | $247.23万 | 0.02% | 34,405 | 17,105 | 98.9% | $122.92万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $246.37万 | 0.02% | 27,825 | 10,114 | 57.1% | $89.55万 | 加仓 |
| NFLX | NETFLIX INC. 看跌期权 | $246.33万 | 0.02% | 34,500 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $246.18万 | 0.02% | 119,102 | -532 | -0.4% | -$1.10万 | 减仓 |
| HDV | ISHARES TR | $245.62万 | 0.02% | 89,609 | 56,349 | 169.4% | $154.45万 | 加仓 |
| CTAS | CINTAS CORP | $243.60万 | 0.02% | 14,322 | -866 | -5.7% | -$14.73万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $243.29万 | 0.02% | 4,777 | 703 | 17.3% | $35.80万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $242.58万 | 0.02% | 16,030 | 689 | 4.5% | $10.43万 | 加仓 |
| IXN | ISHARES TR | $242.31万 | 0.02% | 16,771 | 843 | 5.3% | $12.18万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $241.26万 | 0.02% | 136,076 | -47,161 | -25.7% | -$83.62万 | 减仓 |
| DASH | DOORDASH INC | $240.38万 | 0.02% | 13,027 | 4,425 | 51.4% | $81.65万 | 加仓 |
| CI | THE CIGNA GROUP | $239.81万 | 0.02% | 8,699 | -9,103 | -51.1% | -$250.94万 | 减仓 |
| XEL | XCEL ENERGY INC | $239.45万 | 0.02% | 29,820 | 13,360 | 81.2% | $107.28万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $239.29万 | 0.02% | 62,025 | 5,029 | 8.8% | $19.40万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $238.92万 | 0.02% | 29,806 | 3,027 | 11.3% | $24.26万 | 加仓 |
| AVEX | AEVEX CORP | $238.15万 | 0.02% | 114,000 | 114,000 | — | $238.15万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $238.09万 | 0.02% | 149,931 | 45,085 | 43.0% | $71.60万 | 加仓 |
| PAYX | PAYCHEX INC | $237.28万 | 0.02% | 24,130 | -1,386 | -5.4% | -$13.63万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $237.15万 | 0.02% | 55,565 | 24,166 | 77.0% | $103.14万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $235.71万 | 0.02% | 21,474 | -383 | -1.8% | -$4.20万 | 减仓 |
| CHAT | TIDAL TRUST II | $235.37万 | 0.02% | 23,852 | 7,360 | 44.6% | $72.63万 | 加仓 |
| IWO | ISHARES TR | $235.06万 | 0.02% | 5,967 | 2,664 | 80.7% | $104.94万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $232.86万 | 0.02% | 3,073 | 2,113 | 220.1% | $160.11万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $231.75万 | 0.02% | 4,682 | 122 | 2.7% | $6.04万 | 加仓 |
| UNM | UNUM GROUP | $231.63万 | 0.02% | 25,910 | 216 | 0.8% | $1.93万 | 加仓 |
| NDAQ | NASDAQ INC | $229.32万 | 0.02% | 29,094 | -2,242 | -7.2% | -$17.67万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $229.18万 | 0.02% | 22,718 | 1,926 | 9.3% | $19.43万 | 加仓 |
| DSI | ISHARES TR | $228.53万 | 0.02% | 16,050 | 1,724 | 12.0% | $24.55万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $226.41万 | 0.02% | 7,521 | 6,576 | 695.9% | $197.97万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $226.17万 | 0.02% | 54,113 | -8,463 | -13.5% | -$35.37万 | 减仓 |
| EFAV | ISHARES TR | $225.73万 | 0.02% | 25,736 | 23,035 | 852.8% | $202.04万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $225.50万 | 0.02% | 77,866 | 3,298 | 4.4% | $9.55万 | 加仓 |
| MTZ | MASTEC INC | $225.47万 | 0.02% | 5,419 | 98 | 1.8% | $4.08万 | 加仓 |
| STPZ | PIMCO ETF TR | $225.11万 | 0.02% | 42,203 | 622 | 1.5% | $3.32万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $223.56万 | 0.02% | 124,688 | -4,293 | -3.3% | -$7.70万 | 减仓 |
| DHR | DANAHER CORP DEL | $223.13万 | 0.02% | 11,715 | 2,691 | 29.8% | $51.25万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $222.90万 | 0.02% | 49,507 | 130 | 0.3% | $5,853 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $222.31万 | 0.02% | 16,896 | -1,379 | -7.5% | -$18.14万 | 减仓 |
| IYZ | ISHARES TR | $221.26万 | 0.02% | 52,295 | -1,753 | -3.2% | -$7.42万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $220.63万 | 0.02% | 86,354 | 8,933 | 11.5% | $22.82万 | 加仓 |
| BBLU | EA SERIES TRUST | $220.06万 | 0.02% | 133,370 | 8,043 | 6.4% | $13.27万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $219.23万 | 0.02% | 63,879 | 52,238 | 448.7% | $179.28万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $218.52万 | 0.02% | 85,095 | -772 | -0.9% | -$1.98万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $215.62万 | 0.02% | 69,892 | 69,892 | — | $215.62万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $214.45万 | 0.02% | 23,287 | 1,688 | 7.8% | $15.54万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $213.77万 | 0.02% | 66,822 | 3,833 | 6.1% | $12.26万 | 加仓 |
| PGR | PROGRESSIVE CORP | $212.76万 | 0.02% | 9,740 | 1,207 | 14.1% | $26.37万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $211.25万 | 0.02% | 46,034 | -225 | -0.5% | -$1.03万 | 减仓 |
| SRE | SEMPRA | $210.96万 | 0.02% | 22,754 | 636 | 2.9% | $5.90万 | 加仓 |