Cynosure Group, LLC
Salt Lake City UT · SEC CIK 0001763409
$6.66亿2026Q2 申报市值
180持仓数
60.9%前十大占比 · 第一大 11.5%
48 / 89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
BND 加仓+$519.82万
HCA 加仓+$290.31万
USHY 加仓+$232.77万
IBM 加仓+$123.42万
CIEN 新建仓+$118.62万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$3,810.38万
BOXX 清仓-$2,583.28万
VOO 减仓-$2,556.97万
QQQ 减仓-$1,535.94万
AGG 减仓-$1,289.94万
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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $25.94万 | 0.04% | 1,656 | 1,656 | — | $25.94万 | 新建仓 |
| LLY | ELI LILLY & CO | $26.39万 | 0.04% | 220 | -337 | -60.5% | -$40.42万 | 重新持有 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $26.47万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $26.49万 | 0.04% | 8,355 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $27.14万 | 0.04% | 3,920 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $28.04万 | 0.04% | 9,946 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $31.29万 | 0.05% | 1,526 | 1,526 | — | $31.29万 | 新建仓 |
| IWR | ISHARES TR | $31.45万 | 0.05% | 2,851 | 15 | 0.5% | $1,655 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $32.79万 | 0.05% | 11,838 | -60,973 | -83.7% | -$168.90万 | 减仓 |
| IJH | ISHARES TR | $33.72万 | 0.05% | 4,373 | -1,805 | -29.2% | -$13.92万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $36.44万 | 0.05% | 2,322 | 8 | 0.3% | $1,255 | 加仓 |
| AXTI | AXT INC | $37.76万 | 0.06% | 5,239 | 5,239 | — | $37.76万 | 新建仓 |
| NET | CLOUDFLARE INC | $40.81万 | 0.06% | 1,664 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $41.09万 | 0.06% | 4,960 | -3,107 | -38.5% | -$25.74万 | 减仓 |
| ROL | ROLLINS INC | $41.75万 | 0.06% | 10,002 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $43.47万 | 0.07% | 1,180 | -39 | -3.2% | -$1.44万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $44.58万 | 0.07% | 868 | -285 | -24.7% | -$14.64万 | 重新持有 |
| IDXX | IDEXX LABS INC | $44.85万 | 0.07% | 852 | 112 | 15.1% | $5.90万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $49.19万 | 0.07% | 3,592 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $49.88万 | 0.07% | 24,099 | 6,810 | 39.4% | $14.10万 | 重新持有 |
| HEI/A | HEICO CORP NEW | $51.04万 | 0.08% | 1,979 | 1,979 | — | $51.04万 | 新建仓 |
| FOXA | FOX CORP | $51.99万 | 0.08% | 9,967 | 9,967 | — | $51.99万 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC | $52.22万 | 0.08% | 14,111 | 14,111 | — | $52.22万 | 新建仓 |
| AVGO | BROADCOM INC | $53.83万 | 0.08% | 1,425 | -42 | -2.9% | -$1.59万 | 减仓 |
| SR | SPIRE INC | $54.37万 | 0.08% | 6,963 | 6,963 | — | $54.37万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $54.86万 | 0.08% | 7,105 | 1,711 | 31.7% | $13.21万 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $55.21万 | 0.08% | 7,890 | 7,890 | — | $55.21万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $55.58万 | 0.08% | 5,737 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $57.25万 | 0.09% | 4,657 | 238 | 5.4% | $2.93万 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $57.36万 | 0.09% | 1,974 | 801 | 68.3% | $23.28万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $58.49万 | 0.09% | 3,395 | 3,395 | — | $58.49万 | 新建仓 |
| UGI | UGI CORP NEW | $58.69万 | 0.09% | 16,992 | 16,992 | — | $58.69万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $58.72万 | 0.09% | 16,252 | -104,511 | -86.5% | -$377.60万 | 减仓 |
| WMT | WALMART INC | $58.77万 | 0.09% | 5,189 | 550 | 11.9% | $6.23万 | 重新持有 |
| PPL | PPL CORP | $58.93万 | 0.09% | 16,213 | 16,213 | — | $58.93万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $59.79万 | 0.09% | 11,996 | 11,996 | — | $59.79万 | 新建仓 |
| SEB | SEABOARD CORP DEL | $59.82万 | 0.09% | 134 | 51 | 61.4% | $22.77万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $60.36万 | 0.09% | 1,114 | 64 | 6.1% | $3.47万 | 重新持有 |
| ORA | ORMAT TECHNOLOGIES INC | $60.58万 | 0.09% | 5,563 | 1,595 | 40.2% | $17.37万 | 加仓 |
| TXNM | TXNM ENERGY INC | $60.75万 | 0.09% | 10,699 | 10,699 | — | $60.75万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $60.75万 | 0.09% | 708 | 48 | 7.3% | $4.12万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $61.23万 | 0.09% | 2,523 | 678 | 36.7% | $16.45万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $61.43万 | 0.09% | 4,862 | 4,862 | — | $61.43万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $61.96万 | 0.09% | 485 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $62.15万 | 0.09% | 13,070 | 2,772 | 26.9% | $13.18万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $62.63万 | 0.09% | 4,948 | 4,948 | — | $62.63万 | 新建仓 |
| EFA | ISHARES TR | $63.04万 | 0.09% | 6,069 | 93 | 1.6% | $9,661 | 加仓 |
| TPR | TAPESTRY INC | $63.28万 | 0.10% | 4,323 | 1,469 | 51.5% | $21.50万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $63.56万 | 0.10% | 19,881 | 19,881 | — | $63.56万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $63.66万 | 0.10% | 5,542 | 901 | 19.4% | $10.35万 | 重新持有 |
| AEE | AMEREN CORP | $63.81万 | 0.10% | 5,645 | 5,645 | — | $63.81万 | 新建仓 |
| XEL | XCEL ENERGY INC | $63.81万 | 0.10% | 7,947 | 7,947 | — | $63.81万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $63.84万 | 0.10% | 4,666 | 4,666 | — | $63.84万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $64.05万 | 0.10% | 8,990 | -26,407 | -74.6% | -$188.15万 | 减仓 |
| SO | SOUTHERN CO | $64.21万 | 0.10% | 6,709 | 2,061 | 44.3% | $19.73万 | 重新持有 |
| WEC | WEC ENERGY GROUP INC | $64.57万 | 0.10% | 5,530 | 1,632 | 41.9% | $19.06万 | 重新持有 |
| WMB | WILLIAMS COS INC | $64.69万 | 0.10% | 8,702 | 8,702 | — | $64.69万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $64.85万 | 0.10% | 2,490 | 2,490 | — | $64.85万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $64.99万 | 0.10% | 14,757 | 14,757 | — | $64.99万 | 新建仓 |
| OGS | ONE GAS INC | $65.32万 | 0.10% | 8,476 | 8,476 | — | $65.32万 | 新建仓 |
| IDA | IDACORP INC | $65.41万 | 0.10% | 4,323 | 4,323 | — | $65.41万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $65.74万 | 0.10% | 6,144 | 6,144 | — | $65.74万 | 新建仓 |
| PWR | QUANTA SVCS INC | $66.24万 | 0.10% | 920 | -112 | -10.9% | -$8.06万 | 重新持有 |
| LNT | ALLIANT ENERGY CORP | $66.40万 | 0.10% | 8,703 | 2,158 | 33.0% | $16.46万 | 重新持有 |
| ENSG | ENSIGN GROUP INC | $66.83万 | 0.10% | 4,169 | 1,693 | 68.4% | $27.14万 | 重新持有 |
| EVRG | EVERGY INC | $66.92万 | 0.10% | 7,743 | 7,743 | — | $66.92万 | 新建仓 |
| ACWX | ISHARES TR | $66.93万 | 0.10% | 8,794 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $67.09万 | 0.10% | 3,562 | 1,261 | 54.8% | $23.75万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $67.36万 | 0.10% | 889 | 889 | — | $67.36万 | 新建仓 |
| MO | ALTRIA GROUP INC | $67.53万 | 0.10% | 9,385 | 2,510 | 36.5% | $18.06万 | 重新持有 |
| DRS | LEONARDO DRS INC | $67.62万 | 0.10% | 15,847 | 15,847 | — | $67.62万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $67.82万 | 0.10% | 4,622 | 4,622 | — | $67.82万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $68.23万 | 0.10% | 1,949 | -1,794 | -47.9% | -$62.80万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $68.41万 | 0.10% | 3,398 | 1,017 | 42.7% | $20.47万 | 重新持有 |
| BNY | BANK OF NY MELLON CORP | $68.63万 | 0.10% | 4,746 | 572 | 13.7% | $8.27万 | 重新持有 |
| RBC | RBC BEARINGS INC | $68.85万 | 0.10% | 1,069 | 316 | 42.0% | $20.35万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $69.40万 | 0.10% | 3,836 | 945 | 32.7% | $17.10万 | 重新持有 |
| TRGP | TARGA RES CORP | $69.53万 | 0.10% | 2,593 | -317 | -10.9% | -$8.50万 | 重新持有 |
| ESE | ESCO TECHNOLOGIES INC | $69.55万 | 0.10% | 1,987 | 419 | 26.7% | $14.67万 | 加仓 |
| RTX | RTX CORPORATION | $70.12万 | 0.11% | 3,696 | 1,536 | 71.1% | $29.14万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $70.26万 | 0.11% | 884 | 194 | 28.1% | $15.42万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $70.28万 | 0.11% | 2,614 | 936 | 55.8% | $25.17万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $70.43万 | 0.11% | 14,750 | 14,750 | — | $70.43万 | 新建仓 |
| COKE | COCA COLA CONS INC | $71.04万 | 0.11% | 3,721 | 200 | 5.7% | $3.82万 | 重新持有 |
| SNEX | STONEX GROUP INC | $71.05万 | 0.11% | 5,996 | 5,996 | — | $71.05万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.28万 | 0.11% | 1,227 | -102 | -7.7% | -$5.93万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $71.34万 | 0.11% | 7,860 | 1,893 | 31.7% | $17.18万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $71.46万 | 0.11% | 12,745 | 3,469 | 37.4% | $19.45万 | 加仓 |
| GOOG | ALPHABET INC | $71.62万 | 0.11% | 2,027 | -170 | -7.7% | -$6.01万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $71.82万 | 0.11% | 9,560 | 9,560 | — | $71.82万 | 新建仓 |
| POWL | POWELL INDS INC | $72.13万 | 0.11% | 2,519 | 14 | 0.6% | $4,009 | 加仓 |
| TJX | TJX COS INC NEW | $73.52万 | 0.11% | 4,853 | 862 | 21.6% | $13.06万 | 重新持有 |
| COHR | COHERENT CORP | $73.57万 | 0.11% | 1,865 | 173 | 10.2% | $6.82万 | 加仓 |
| KLAC | KLA CORP | $73.62万 | 0.11% | 2,440 | 2,440 | — | $73.62万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $74.56万 | 0.11% | 7,320 | 7,320 | — | $74.56万 | 新建仓 |
| MTZ | MASTEC INC | $74.97万 | 0.11% | 1,802 | 1,802 | — | $74.97万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $75.08万 | 0.11% | 18,636 | -138,149 | -88.1% | -$556.60万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $76.33万 | 0.11% | 5,353 | 5,353 | — | $76.33万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $76.41万 | 0.11% | 39,132 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $76.52万 | 0.11% | 2,545 | 2,545 | — | $76.52万 | 新建仓 |