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 |
|---|---|---|---|---|---|---|---|---|
| GDEC | FIRST TR EXCHNG TRADED FD VI | $157.29万 | 0.01% | 39,516 | -2,564 | -6.1% | -$10.21万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $157.05万 | 0.01% | 52,055 | -1,853 | -3.4% | -$5.59万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $156.51万 | 0.01% | 6,117 | 485 | 8.6% | $12.41万 | 加仓 |
| SAP | SAP SE | $155.41万 | 0.01% | 10,084 | 2,091 | 26.2% | $32.22万 | 加仓 |
| AGGY | WISDOMTREE TR | $155.14万 | 0.01% | 35,680 | -12,021 | -25.2% | -$52.27万 | 减仓 |
| ARTY | ISHARES TR | $154.09万 | 0.01% | 20,233 | 4,839 | 31.4% | $36.85万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $153.97万 | 0.01% | 20,849 | 20,849 | — | $153.97万 | 新建仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $153.71万 | 0.01% | 82,864 | 6,769 | 8.9% | $12.56万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $153.46万 | 0.01% | 138,130 | 7,953 | 6.1% | $8.84万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $152.90万 | 0.01% | 8,119 | -218 | -2.6% | -$4.11万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $152.82万 | 0.01% | 14,159 | -1,129 | -7.4% | -$12.19万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $152.63万 | 0.01% | 2,000 | 2,000 | — | $152.63万 | 新建仓 |
| ROL | ROLLINS INC | $152.27万 | 0.01% | 36,480 | 1,336 | 3.8% | $5.58万 | 加仓 |
| DHI | D R HORTON INC | $151.19万 | 0.01% | 9,282 | -948 | -9.3% | -$15.44万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $150.79万 | 0.01% | 136,339 | -3,600 | -2.6% | -$3.98万 | 减仓 |
| SPYI | NEOS ETF TRUST | $150.69万 | 0.01% | 28,385 | 4,200 | 17.4% | $22.30万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $150.35万 | 0.01% | 5,369 | 2,103 | 64.4% | $58.89万 | 加仓 |
| EVRG | EVERGY INC | $149.74万 | 0.01% | 17,325 | 2,154 | 14.2% | $18.62万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $149.63万 | 0.01% | 3,600 | 3,600 | — | $149.63万 | 新建仓 |
| DTE | DTE ENERGY CO | $149.50万 | 0.01% | 9,812 | 1,452 | 17.4% | $22.12万 | 加仓 |
| MAGS | LISTED FDS TR | $149.36万 | 0.01% | 23,228 | 782 | 3.5% | $5.03万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $149.21万 | 0.01% | 4,000 | -100 | -2.4% | -$3.73万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $149.16万 | 0.01% | 21,559 | 350 | 1.7% | $2.42万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $148.96万 | 0.01% | 56,789 | 4,851 | 9.3% | $12.72万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $148.42万 | 0.01% | 70,509 | 70,509 | — | $148.42万 | 新建仓 |
| — | EA SERIES TRUST | $148.37万 | 0.01% | 28,233 | 303 | 1.1% | $1.59万 | 加仓 |
| BOTZ | GLOBAL X FDS | $147.36万 | 0.01% | 38,840 | 7,394 | 23.5% | $28.05万 | 加仓 |
| MUNI | PIMCO ETF TR | $147.15万 | 0.01% | 27,975 | 1,820 | 7.0% | $9.57万 | 加仓 |
| SNTH | TIDAL TRUST III | $147.12万 | 0.01% | 49,486 | 4,152 | 9.2% | $12.34万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $146.72万 | 0.01% | 14,941 | 867 | 6.2% | $8.51万 | 加仓 |
| HYG | ISHARES TR | $146.68万 | 0.01% | 18,341 | 685 | 3.9% | $5.48万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $146.63万 | 0.01% | 36,393 | -648 | -1.7% | -$2.61万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $146.47万 | 0.01% | 33,266 | 1,328 | 4.2% | $5.85万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $146.44万 | 0.01% | 14,658 | 2,875 | 24.4% | $28.72万 | 加仓 |
| AIPO | TIDAL TRUST II | $145.64万 | 0.01% | 43,592 | 6,909 | 18.8% | $23.08万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II 看涨期权 | $145.43万 | 0.01% | 4,800 | 500 | 11.6% | $15.15万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $144.94万 | 0.01% | 7,750 | -259 | -3.2% | -$4.84万 | 减仓 |
| IR | INGERSOLL RAND INC | $144.84万 | 0.01% | 17,665 | 2,983 | 20.3% | $24.46万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $144.61万 | 0.01% | 64,846 | 64,846 | — | $144.61万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $144.59万 | 0.01% | 56,835 | 29,190 | 105.6% | $74.26万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $144.57万 | 0.01% | 39,071 | 2,778 | 7.7% | $10.28万 | 加仓 |
| OIH | VANECK ETF TRUST | $144.31万 | 0.01% | 3,879 | 3,879 | — | $144.31万 | 新建仓 |
| TIPX | SPDR SERIES TRUST | $144.30万 | 0.01% | 76,227 | 8,816 | 13.1% | $16.69万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $144.16万 | 0.01% | 52,621 | 52,621 | — | $144.16万 | 新建仓 |
| DTCR | GLOBAL X FDS | $144.12万 | 0.01% | 47,454 | 24,795 | 109.4% | $75.30万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $144.04万 | 0.01% | 3,725 | -8 | -0.2% | -$3,093 | 减仓 |
| IFRA | ISHARES TR | $143.84万 | 0.01% | 22,817 | 215 | 1.0% | $1.36万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $143.25万 | 0.01% | 8,758 | 483 | 5.8% | $7.90万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $142.50万 | 0.01% | 12,880 | 936 | 7.8% | $10.36万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $142.27万 | 0.01% | 29,795 | 2,870 | 10.7% | $13.70万 | 加仓 |
| TFI | SPDR SERIES TRUST | $140.92万 | 0.01% | 30,769 | 22,412 | 268.2% | $102.65万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $140.56万 | 0.01% | 27,749 | -342 | -1.2% | -$1.73万 | 减仓 |
| SNEX | STONEX GROUP INC | $140.47万 | 0.01% | 11,854 | -669 | -5.3% | -$7.93万 | 减仓 |
| IRM | IRON MTN INC DEL | $140.47万 | 0.01% | 11,121 | 4,617 | 71.0% | $58.32万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $140.21万 | 0.01% | 9,881 | -1,871 | -15.9% | -$26.55万 | 减仓 |
| HUBB | HUBBELL INC | $139.74万 | 0.01% | 2,671 | 132 | 5.2% | $6.91万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $139.59万 | 0.01% | 13,936 | -1,742 | -11.1% | -$17.45万 | 减仓 |
| — | DBX ETF TR | $139.43万 | 0.01% | 46,192 | 46,192 | — | $139.43万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $139.40万 | 0.01% | 26,377 | 943 | 3.7% | $4.98万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $139.04万 | 0.01% | 75,526 | 22,164 | 41.5% | $40.80万 | 加仓 |
| WRB | BERKLEY W R CORP | $139.01万 | 0.01% | 19,709 | 6,448 | 48.6% | $45.48万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $138.69万 | 0.01% | 3,665 | -126 | -3.3% | -$4.77万 | 减仓 |
| NDSN | NORDSON CORP | $137.44万 | 0.01% | 4,556 | 1,242 | 37.5% | $37.47万 | 加仓 |
| TTE | TOTALENERGIES SE | $137.11万 | 0.01% | 17,633 | 2,560 | 17.0% | $19.91万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $136.91万 | 0.01% | 37,163 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $136.61万 | 0.01% | 63,838 | 26,447 | 70.7% | $56.60万 | 加仓 |
| CLH | CLEAN HARBORS INC | $135.63万 | 0.01% | 4,540 | 89 | 2.0% | $2.66万 | 加仓 |
| FALN | ISHARES TR | $135.47万 | 0.01% | 49,733 | -62,026 | -55.5% | -$168.96万 | 减仓 |
| BCS | BARCLAYS PLC | $134.77万 | 0.01% | 50,175 | 9,349 | 22.9% | $25.11万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $134.58万 | 0.01% | 9,828 | -3,706 | -27.4% | -$50.75万 | 减仓 |
| ATI | ATI INC | $134.19万 | 0.01% | 6,808 | 605 | 9.8% | $11.92万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $133.81万 | 0.01% | 23,810 | 107 | 0.5% | $6,013 | 加仓 |
| CALF | PACER FDS TR | $133.77万 | 0.01% | 26,430 | -35,745 | -57.5% | -$180.91万 | 减仓 |
| IDV | ISHARES TR | $133.47万 | 0.01% | 32,215 | 3,378 | 11.7% | $14.00万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $133.32万 | 0.01% | 6,466 | 606 | 10.3% | $12.49万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $132.81万 | 0.01% | 61,344 | 1,779 | 3.0% | $3.85万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $132.79万 | 0.01% | 997 | -1,035 | -50.9% | -$137.85万 | 减仓 |
| SCI | SERVICE CORP INTL | $132.38万 | 0.01% | 17,428 | 12,388 | 245.8% | $94.10万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $131.93万 | 0.01% | 22,668 | -203,936 | -90.0% | -$1,186.90万 | 减仓 |
| VNOM | VIPER ENERGY INC | $131.60万 | 0.01% | 31,038 | -289 | -0.9% | -$1.23万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $131.57万 | 0.01% | 99,525 | 1,750 | 1.8% | $2.31万 | 加仓 |
| SNPS | SYNOPSYS INC | $131.11万 | 0.01% | 2,939 | 956 | 48.2% | $42.65万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $131.07万 | 0.01% | 31,058 | 10,742 | 52.9% | $45.33万 | 加仓 |
| VPU | VANGUARD WORLD FD | $131.01万 | 0.01% | 6,693 | 2,183 | 48.4% | $42.73万 | 加仓 |
| CLOI | VANECK ETF TRUST | $130.99万 | 0.01% | 24,738 | 24,738 | — | $130.99万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $130.94万 | 0.01% | 4,585 | 4,585 | — | $130.94万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $130.51万 | 0.01% | 26,217 | 7,467 | 39.8% | $37.17万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $129.81万 | 0.01% | 49,991 | 40,749 | 440.9% | $105.81万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $129.64万 | 0.01% | 25,809 | 1,787 | 7.4% | $8.98万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $129.35万 | 0.01% | 97,183 | 9,820 | 11.2% | $13.07万 | 加仓 |
| FISV | FISERV INC | $129.13万 | 0.01% | 26,326 | 8,614 | 48.6% | $42.25万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $129.02万 | 0.01% | 29,844 | 18,674 | 167.2% | $80.73万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $128.78万 | 0.01% | 30,997 | -68 | -0.2% | -$2,825 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $128.62万 | 0.01% | 22,862 | 3,064 | 15.5% | $17.24万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $128.51万 | 0.01% | 65,666 | -14,157 | -17.7% | -$27.71万 | 减仓 |
| OKLO | OKLO INC | $128.36万 | 0.01% | 24,528 | 2,447 | 11.1% | $12.81万 | 加仓 |
| SCUS | SCHWAB STRATEGIC TR | $128.19万 | 0.01% | 50,919 | -19,515 | -27.7% | -$49.13万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $127.28万 | 0.01% | 24,779 | -468 | -1.9% | -$2.40万 | 减仓 |
| BP | BP PLC | $127.19万 | 0.01% | 34,423 | -4,245 | -11.0% | -$15.68万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $127.07万 | 0.01% | 20,839 | 3,121 | 17.6% | $19.03万 | 加仓 |