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 |
|---|---|---|---|---|---|---|---|---|
| THC | TENET HEALTHCARE CORP | $123.25万 | 0.01% | 6,531 | -1,189 | -15.4% | -$22.44万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $123.21万 | 0.01% | 24,835 | 1,142 | 4.8% | $5.67万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $123.06万 | 0.01% | 16,930 | 1,011 | 6.4% | $7.35万 | 加仓 |
| IDV | ISHARES TR | $122.73万 | 0.01% | 28,837 | 4,863 | 20.3% | $20.70万 | 加仓 |
| EMN | EASTMAN CHEM CO | $122.66万 | 0.01% | 16,071 | 1,282 | 8.7% | $9.78万 | 加仓 |
| IGV | ISHARES TR | $122.35万 | 0.01% | 15,284 | 11,686 | 324.8% | $93.54万 | 加仓 |
| DTE | DTE ENERGY CO | $122.25万 | 0.01% | 8,360 | 915 | 12.3% | $13.38万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $122.20万 | 0.01% | 21,209 | 805 | 3.9% | $4.64万 | 加仓 |
| GWW | WW GRAINGER INC | $121.83万 | 0.01% | 1,117 | 117 | 11.7% | $12.76万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $121.29万 | 0.01% | 43,787 | 21,540 | 96.8% | $59.67万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $120.66万 | 0.01% | 25,651 | -39,123 | -60.4% | -$184.03万 | 减仓 |
| USO | UNITED STS OIL FD LP | $120.59万 | 0.01% | 9,476 | 9,476 | — | $120.59万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $120.53万 | 0.01% | 3,406 | -1,217 | -26.3% | -$43.07万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $120.50万 | 0.01% | 66,871 | -7,282 | -9.8% | -$13.12万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $120.17万 | 0.01% | 24,233 | -5,280 | -17.9% | -$26.18万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $119.99万 | 0.01% | 31,065 | 31,065 | — | $119.99万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $119.99万 | 0.01% | 24,022 | 9,853 | 69.5% | $49.22万 | 加仓 |
| SPYI | NEOS ETF TRUST | $119.40万 | 0.01% | 24,185 | 5,162 | 27.1% | $25.48万 | 加仓 |
| SNTH | TIDAL TRUST III | $118.96万 | 0.01% | 45,334 | 45,334 | — | $118.96万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $118.08万 | 0.01% | 4,640 | 248 | 5.6% | $6.31万 | 加仓 |
| IR | INGERSOLL RAND INC | $117.63万 | 0.01% | 14,682 | -4,523 | -23.6% | -$36.24万 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $116.12万 | 0.01% | 28,707 | 28,707 | — | $116.12万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $115.60万 | 0.01% | 28,829 | 9,992 | 53.0% | $40.07万 | 加仓 |
| VDC | VANGUARD WORLD FD | $114.74万 | 0.01% | 5,109 | 550 | 12.1% | $12.35万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $114.59万 | 0.01% | 26,613 | 0 | 0.0% | — | 不变 |
| JPHY | J P MORGAN EXCHANGE TRADED F | $114.25万 | 0.01% | 22,782 | 22,782 | — | $114.25万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $113.77万 | 0.01% | 53,362 | 4,675 | 9.6% | $9.97万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $113.74万 | 0.01% | 25,434 | 5,614 | 28.3% | $25.11万 | 加仓 |
| TALO | TALOS ENERGY INC | $112.82万 | 0.01% | 71,585 | 10,862 | 17.9% | $17.12万 | 加仓 |
| RMD | RESMED INC | $112.30万 | 0.01% | 5,002 | 1,950 | 63.9% | $43.78万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $112.29万 | 0.01% | 29,011 | 20,030 | 223.0% | $77.53万 | 加仓 |
| SUB | ISHARES TR | $111.55万 | 0.01% | 10,474 | 269 | 2.6% | $2.86万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $110.92万 | 0.01% | 4,453 | 519 | 13.2% | $12.93万 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $110.83万 | 0.01% | 4,400 | -17,200 | -79.6% | -$433.26万 | 减仓 |
| POWL | POWELL INDS INC | $110.32万 | 0.01% | 2,039 | -2,014 | -49.7% | -$108.97万 | 减仓 |
| OKLO | OKLO INC | $109.50万 | 0.01% | 22,081 | -3,110 | -12.3% | -$15.42万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $109.32万 | 0.01% | 65,105 | -20,960 | -24.4% | -$35.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $109.29万 | 0.01% | 31,190 | 31,190 | — | $109.29万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $109.28万 | 0.01% | 3,733 | 399 | 12.0% | $11.68万 | 加仓 |
| — | EA SERIES TRUST | $109.15万 | 0.01% | 27,930 | 1,259 | 4.7% | $4.92万 | 加仓 |
| AUSF | GLOBAL X FDS | $109.15万 | 0.01% | 22,575 | -30,464 | -57.4% | -$147.29万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $109.02万 | 0.01% | 11,783 | 412 | 3.6% | $3.81万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $108.69万 | 0.01% | 1,833 | -442 | -19.4% | -$26.21万 | 减仓 |
| KR | KROGER CO | $108.63万 | 0.01% | 15,012 | -2,712 | -15.3% | -$19.62万 | 减仓 |
| — | HARBOR ETF TRUST | $108.33万 | 0.01% | 30,880 | 30,880 | — | $108.33万 | 新建仓 |
| SNY | SANOFI SA | $107.49万 | 0.01% | 22,310 | 1,902 | 9.3% | $9.16万 | 加仓 |
| KIM | KIMCO REALTY CORP | $107.12万 | 0.01% | 47,674 | 5,080 | 11.9% | $11.41万 | 加仓 |
| FSLR | FIRST SOLAR INC | $107.03万 | 0.01% | 5,426 | -1,656 | -23.4% | -$32.66万 | 减仓 |
| FE | FIRSTENERGY CORP | $106.44万 | 0.01% | 21,010 | 2,294 | 12.3% | $11.62万 | 加仓 |
| MKL | MARKEL GROUP INC | $106.42万 | 0.01% | 556 | 29 | 5.5% | $5.55万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $106.36万 | 0.01% | 6,061 | 6,061 | — | $106.36万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $106.28万 | 0.01% | 11,338 | 593 | 5.5% | $5.56万 | 加仓 |
| GIS | GENERAL MILLS INC | $106.25万 | 0.01% | 28,545 | -89 | -0.3% | -$3,313 | 减仓 |
| BOXX | EA SERIES TRUST | $105.54万 | 0.01% | 9,076 | -410 | -4.3% | -$4.77万 | 减仓 |
| — | PGIM ROCK ETF TR | $105.53万 | 0.01% | 34,801 | -51,800 | -59.8% | -$157.08万 | 减仓 |
| — | ALPS ETF TR | $105.36万 | 0.01% | 40,782 | -10,526 | -20.5% | -$27.19万 | 减仓 |
| CENX | CENTURY ALUM CO | $105.23万 | 0.01% | 17,929 | -5,006 | -21.8% | -$29.38万 | 减仓 |
| EBND | SPDR SERIES TRUST | $105.20万 | 0.01% | 50,967 | 3,389 | 7.1% | $6.99万 | 加仓 |
| NGG | NATIONAL GRID PLC | $105.04万 | 0.01% | 12,416 | -1,752 | -12.4% | -$14.82万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $104.55万 | 0.01% | 24,225 | 4,337 | 21.8% | $18.72万 | 加仓 |
| BOTZ | GLOBAL X FDS | $104.46万 | 0.01% | 31,446 | 2,250 | 7.7% | $7.47万 | 加仓 |
| ADSK | AUTODESK INC | $104.04万 | 0.01% | 4,346 | -1,556 | -26.4% | -$37.25万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $103.92万 | 0.01% | 25,485 | 25,485 | — | $103.92万 | 新建仓 |
| IWO | ISHARES TR | $103.64万 | 0.01% | 3,303 | 1,146 | 53.1% | $35.96万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $102.64万 | 0.01% | 17,555 | 2,947 | 20.2% | $17.23万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $102.53万 | 0.01% | 12,429 | 4,711 | 61.0% | $38.86万 | 加仓 |
| VOX | VANGUARD WORLD FD | $102.35万 | 0.01% | 5,691 | 1,158 | 25.5% | $20.83万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II 看涨期权 | $102.18万 | 0.01% | 4,300 | -4,300 | -50.0% | -$102.18万 | 减仓 |
| AOA | ISHARES TR | $102.14万 | 0.01% | 11,543 | -128 | -1.1% | -$1.13万 | 减仓 |
| CHAT | TIDAL TRUST II | $102.00万 | 0.01% | 16,492 | -1,810 | -9.9% | -$11.19万 | 减仓 |
| SFY | TIDAL TRUST I | $101.79万 | 0.01% | 8,155 | 147 | 1.8% | $1.83万 | 加仓 |
| AVY | AVERY DENNISON CORP | $101.16万 | 0.01% | 5,858 | 344 | 6.2% | $5.94万 | 加仓 |
| SF | STIFEL FINL CORP | $101.13万 | 0.01% | 13,682 | 2,021 | 17.3% | $14.94万 | 加仓 |
| SNEX | STONEX GROUP INC | $101.00万 | 0.01% | 12,523 | 66 | 0.5% | $5,323 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $100.79万 | 0.01% | 22,445 | 11,904 | 112.9% | $53.46万 | 加仓 |
| FTMS | PUTNAM ETF TRUST | $100.38万 | 0.01% | 101,341 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $100.37万 | 0.01% | 10,595 | -44,190 | -80.7% | -$418.62万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $100.35万 | 0.01% | 5,121 | 973 | 23.5% | $19.07万 | 加仓 |
| SDOG | ALPS ETF TR | $99.90万 | 0.01% | 15,360 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $99.87万 | 0.01% | 5,563 | 1,014 | 22.3% | $18.20万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $99.79万 | 0.01% | 42,034 | 20,702 | 97.0% | $49.15万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $98.96万 | 0.01% | 17,718 | 12,130 | 217.1% | $67.75万 | 加仓 |
| — | ELECTRONIC ARTS INC | $98.94万 | 0.01% | 4,853 | 445 | 10.1% | $9.07万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $98.93万 | 0.01% | 20,977 | 83 | 0.4% | $3,914 | 加仓 |
| PEGA | PEGASYSTEMS INC | $98.84万 | 0.01% | 23,224 | 17,099 | 279.2% | $72.77万 | 加仓 |
| FISV | FISERV INC | $98.83万 | 0.01% | 17,712 | 968 | 5.8% | $5.40万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $98.72万 | 0.01% | 19,696 | 19,696 | — | $98.72万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $98.48万 | 0.01% | 229,549 | 167,750 | 271.4% | $71.96万 | 加仓 |
| RBLX | ROBLOX CORP | $98.09万 | 0.01% | 17,344 | 6,701 | 63.0% | $37.90万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $97.16万 | 0.01% | 40,031 | -3,384 | -7.8% | -$8.21万 | 减仓 |
| ARKK | ARK ETF TR | $97.01万 | 0.01% | 14,353 | -111,904 | -88.6% | -$756.38万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $97.00万 | 0.01% | 2,183 | 34 | 1.6% | $1.51万 | 加仓 |
| MSTR | STRATEGY INC | $96.58万 | 0.01% | 7,739 | -1,827 | -19.1% | -$22.80万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $96.11万 | 0.01% | 22,765 | 22,765 | — | $96.11万 | 新建仓 |
| GRMN | GARMIN LTD | $95.34万 | 0.01% | 4,109 | 582 | 16.5% | $13.50万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $95.17万 | 0.01% | 11,095 | -11,563 | -51.0% | -$99.19万 | 减仓 |
| NRG | NRG ENERGY INC | $94.54万 | 0.01% | 6,469 | -340 | -5.0% | -$4.97万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $94.45万 | 0.01% | 34,471 | -3,616 | -9.5% | -$9.91万 | 减仓 |
| GRAL | GRAIL INC | $94.32万 | 0.01% | 18,251 | 5,229 | 40.2% | $27.02万 | 重新持有 |
| JXN | JACKSON FINANCIAL INC | $94.07万 | 0.01% | 8,898 | 5,349 | 150.7% | $56.55万 | 加仓 |