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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.67亿 | 2.90% | 1,067,360 | 25,472 | 2.4% | $636.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.39亿 | 2.60% | 1,368,739 | -8,552 | -0.6% | -$149.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.15亿 | 2.34% | 580,993 | 19,868 | 3.5% | $735.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.06亿 | 2.24% | 344,117 | 56,533 | 19.7% | $3,378.13万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1.56亿 | 1.69% | 1,697,549 | 1,484,628 | 697.3% | $1.36亿 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1.55亿 | 1.68% | 2,590,899 | 2,534,342 | 4,481.0% | $1.52亿 | 加仓 |
| AMZN | AMAZON COM INC | $1.37亿 | 1.49% | 656,416 | 10,531 | 1.6% | $219.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.24亿 | 1.35% | 190,608 | -54,703 | -22.3% | -$3,557.55万 | 减仓 |
| GOOGL | ALPHABET INC | $1.09亿 | 1.18% | 377,691 | -6,366 | -1.7% | -$183.06万 | 减仓 |
| GLD | SPDR GOLD TR | $1.06亿 | 1.16% | 247,238 | 108,077 | 77.7% | $4,650.44万 | 加仓 |
| IVV | ISHARES TR | $1.05亿 | 1.14% | 160,880 | 13,731 | 9.3% | $896.92万 | 加仓 |
| AVGO | BROADCOM INC | $8,448.46万 | 0.92% | 272,962 | 14,705 | 5.7% | $455.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,164.26万 | 0.89% | 141,451 | -48,304 | -25.5% | -$2,788.01万 | 减仓 |
| WMT | WALMART INC | $8,005.90万 | 0.87% | 644,183 | -23,989 | -3.6% | -$298.14万 | 减仓 |
| GOOG | ALPHABET INC | $7,520.14万 | 0.82% | 262,154 | -16,041 | -5.8% | -$460.15万 | 减仓 |
| META | META PLATFORMS INC | $7,318.90万 | 0.80% | 127,924 | -5,754 | -4.3% | -$329.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,140.59万 | 0.78% | 242,746 | 6,035 | 2.5% | $177.52万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $7,097.12万 | 0.77% | 1,424,840 | 217,016 | 18.0% | $1,080.96万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,739.14万 | 0.73% | 343,483 | 13,036 | 3.9% | $255.77万 | 加仓 |
| IEFA | ISHARES TR | $6,410.83万 | 0.70% | 708,145 | 204,965 | 40.7% | $1,855.55万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $6,039.65万 | 0.66% | 1,323,905 | 994,949 | 302.5% | $4,538.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,628.57万 | 0.61% | 175,449 | 6,326 | 3.7% | $202.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,564.97万 | 0.61% | 127,406 | 4,100 | 3.3% | $179.08万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $5,446.69万 | 0.59% | 409,833 | 15,014 | 3.8% | $199.54万 | 加仓 |
| BOND | PIMCO ETF TR | $5,231.42万 | 0.57% | 566,907 | 8,786 | 1.6% | $81.08万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,112.05万 | 0.56% | 945,800 | 57,876 | 6.5% | $312.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,809.81万 | 0.52% | 196,768 | -9,520 | -4.6% | -$232.71万 | 减仓 |
| — | EXXON MOBIL CORP | $4,808.47万 | 0.52% | 283,419 | 7,776 | 2.8% | $131.93万 | 加仓 |
| IJR | ISHARES TR | $4,686.11万 | 0.51% | 376,969 | 17,877 | 5.0% | $222.23万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $4,426.17万 | 0.48% | 1,464,649 | 1,464,649 | — | $4,426.17万 | 新建仓 |
| IEMG | ISHARES INC | $4,314.02万 | 0.47% | 618,497 | 143,981 | 30.3% | $1,004.27万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $4,272.07万 | 0.46% | 460,550 | -9,668 | -2.1% | -$89.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,117.84万 | 0.45% | 85,931 | -10,669 | -11.0% | -$511.26万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,098.11万 | 0.45% | 190,557 | 3,633 | 1.9% | $78.13万 | 加仓 |
| AGG | ISHARES TR | $4,090.65万 | 0.44% | 412,073 | 58,946 | 16.7% | $585.16万 | 加仓 |
| BAC | BANK AMERICA CORP | $4,075.35万 | 0.44% | 835,971 | 16,877 | 2.1% | $82.28万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4,067.48万 | 0.44% | 1,012,061 | -231,073 | -18.6% | -$928.68万 | 减仓 |
| HD | HOME DEPOT INC | $4,065.62万 | 0.44% | 123,616 | 3,613 | 3.0% | $118.83万 | 加仓 |
| IWD | ISHARES TR | $4,050.82万 | 0.44% | 189,584 | 10,526 | 5.9% | $224.91万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,048.29万 | 0.44% | 951,643 | -74,099 | -7.2% | -$315.22万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,016.83万 | 0.44% | 118,898 | -34,028 | -22.3% | -$1,149.60万 | 减仓 |
| LLY | ELI LILLY & CO | $3,939.58万 | 0.43% | 42,833 | 2,418 | 6.0% | $222.40万 | 加仓 |
| TLT | ISHARES TR | $3,885.80万 | 0.42% | 448,241 | -87,882 | -16.4% | -$761.85万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,868.51万 | 0.42% | 505,424 | 154,124 | 43.9% | $1,179.66万 | 加仓 |
| EFA | ISHARES TR | $3,710.18万 | 0.40% | 381,980 | -32,977 | -7.9% | -$320.31万 | 减仓 |
| IJH | ISHARES TR | $3,638.67万 | 0.40% | 538,822 | 13,982 | 2.7% | $94.42万 | 加仓 |
| SMH | VANECK ETF TRUST | $3,400.31万 | 0.37% | 88,688 | -6,524 | -6.9% | -$250.13万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $3,398.79万 | 0.37% | 562,364 | -3,495 | -0.6% | -$21.12万 | 减仓 |
| ABBV | ABBVIE INC | $3,394.95万 | 0.37% | 156,097 | -1,434 | -0.9% | -$31.19万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,364.85万 | 0.37% | 162,632 | 15,200 | 10.3% | $314.49万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,174.12万 | 0.35% | 324,188 | 12,235 | 3.9% | $119.79万 | 加仓 |
| IVW | ISHARES TR | $3,166.88万 | 0.34% | 279,982 | -172,653 | -38.1% | -$1,952.88万 | 减仓 |
| IAU | ISHARES GOLD TR | $3,114.08万 | 0.34% | 353,230 | -2,181,499 | -86.1% | -$1.92亿 | 减仓 |
| MRK | MERCK & CO INC | $3,057.03万 | 0.33% | 254,138 | 20,658 | 8.8% | $248.50万 | 加仓 |
| TSLA | TESLA INC | $3,033.08万 | 0.33% | 82,147 | -2,236 | -2.6% | -$82.56万 | 减仓 |
| V | VISA INC | $2,970.96万 | 0.32% | 98,298 | -10,876 | -10.0% | -$328.72万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,954.73万 | 0.32% | 598,487 | 8,956 | 1.5% | $44.22万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,906.61万 | 0.32% | 198,702 | 4,334 | 2.2% | $63.40万 | 加仓 |
| KO | COCA COLA CO | $2,898.94万 | 0.32% | 381,189 | 29,847 | 8.5% | $226.99万 | 加仓 |
| CAT | CATERPILLAR INC | $2,885.72万 | 0.31% | 40,732 | 2,991 | 7.9% | $211.90万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,882.21万 | 0.31% | 121,295 | 43,961 | 56.8% | $1,044.60万 | 加仓 |
| CSCO | CISCO SYS INC | $2,862.42万 | 0.31% | 368,916 | 8,292 | 2.3% | $64.34万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,839.95万 | 0.31% | 974,922 | -14,783 | -1.5% | -$43.06万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,839.61万 | 0.31% | 565,661 | 37,202 | 7.0% | $186.75万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,832.08万 | 0.31% | 486,778 | 142,424 | 41.4% | $828.62万 | 加仓 |
| IWM | ISHARES TR | $2,793.88万 | 0.30% | 112,657 | 41 | 0.0% | $1.02万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,731.15万 | 0.30% | 330,049 | 16,978 | 5.4% | $140.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,692.83万 | 0.29% | 420,230 | -7,540 | -1.8% | -$48.32万 | 减仓 |
| IWF | ISHARES TR | $2,618.83万 | 0.28% | 61,417 | -24 | -0.0% | -$1.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,589.10万 | 0.28% | 179,251 | 15,964 | 9.8% | $230.58万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2,576.00万 | 0.28% | 648,377 | 65,693 | 11.3% | $261.00万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,568.59万 | 0.28% | 265,625 | 10,782 | 4.2% | $104.26万 | 加仓 |
| IVE | ISHARES TR | $2,513.34万 | 0.27% | 119,031 | 5,394 | 4.7% | $113.89万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,423.40万 | 0.26% | 163,633 | -17,165 | -9.5% | -$254.21万 | 减仓 |
| IEF | ISHARES TR | $2,421.43万 | 0.26% | 253,712 | 30,453 | 13.6% | $290.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,404.39万 | 0.26% | 258,870 | 35,762 | 16.0% | $332.16万 | 加仓 |
| EFV | ISHARES TR | $2,394.58万 | 0.26% | 322,068 | 182,033 | 130.0% | $1,353.42万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,394.14万 | 0.26% | 272,557 | -78,632 | -22.4% | -$690.70万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,386.52万 | 0.26% | 421,795 | -27,439 | -6.1% | -$155.25万 | 减仓 |
| ORCL | ORACLE CORP | $2,355.19万 | 0.26% | 160,097 | -5,533 | -3.3% | -$81.40万 | 减仓 |
| CB | CHUBB LTD SWITZ | $2,324.43万 | 0.25% | 71,317 | 3,471 | 5.1% | $113.13万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,310.50万 | 0.25% | 650,295 | 650,295 | — | $2,310.50万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,304.31万 | 0.25% | 337,481 | 9,148 | 2.8% | $62.46万 | 加仓 |
| QUAL | ISHARES TR | $2,256.10万 | 0.25% | 117,621 | 6,494 | 5.8% | $124.56万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,247.34万 | 0.24% | 203,435 | 76,109 | 59.8% | $840.77万 | 加仓 |
| IWR | ISHARES TR | $2,241.81万 | 0.24% | 230,568 | 10,063 | 4.6% | $97.84万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $2,220.32万 | 0.24% | 200,281 | 25,523 | 14.6% | $282.95万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,185.85万 | 0.24% | 149,093 | 12,626 | 9.3% | $185.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,177.55万 | 0.24% | 25,740 | -3,861 | -13.0% | -$326.63万 | 减仓 |
| MCD | MCDONALDS CORP | $2,173.08万 | 0.24% | 69,922 | 4,801 | 7.4% | $149.21万 | 加仓 |
| NFLX | NETFLIX INC. | $2,150.57万 | 0.23% | 223,668 | -7,049 | -3.1% | -$67.78万 | 减仓 |
| CME | CME GROUP INC | $2,126.48万 | 0.23% | 71,999 | 3,536 | 5.2% | $104.44万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,027.47万 | 0.22% | 55,178 | -36,736 | -40.0% | -$1,349.84万 | 减仓 |
| IUSB | ISHARES TR | $2,019.88万 | 0.22% | 437,299 | 96,768 | 28.4% | $446.97万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2,010.86万 | 0.22% | 279,558 | 28,079 | 11.2% | $201.97万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,997.80万 | 0.22% | 39,983 | 4,060 | 11.3% | $202.86万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,993.20万 | 0.22% | 661,094 | 614,029 | 1,304.6% | $1,851.30万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,972.11万 | 0.21% | 19,792 | -1,463 | -6.9% | -$145.78万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,971.86万 | 0.21% | 102,744 | 3,241 | 3.3% | $62.20万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,971.70万 | 0.21% | 321,857 | 209,075 | 185.4% | $1,280.79万 | 加仓 |