13F 机构持仓

Cynosure Group, LLC

Salt Lake City UT · SEC CIK 0001763409

2026Q22026Q1 更早 9 个季度 🔒
$8.00亿2026Q1 申报市值
198持仓数
59.3%前十大占比 · 第一大 14.3%
77 / 259新建仓 / 清仓
申报市值走势$6.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SGOV 14.3%
SPY 8.5%
SHV 7.5%
IWF 6.6%
VOO 5.3%
VONG 4.0%
CRCL 3.8%
BOXX 3.2%
QQQ 3.1%
IVV 2.9%

2026Q1 买入最多 按季末市值估算

SPY 加仓+$4,036.42万
VONG 加仓+$3,159.59万
QQQ 加仓+$1,693.89万
XLE 新建仓+$1,072.94万
XOP 新建仓+$1,056.41万

2026Q1 卖出最多 按季末市值估算

IVV 减仓-$5.69亿
CAT 减仓-$3.37亿
GEHC 减仓-$3.30亿
GLD 减仓-$2,622.66万
BOXX 减仓-$993.77万

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
CACI CACI INTL INC $00.00%0 -816-100.0% -$43.48万 清仓
CSL CARLISLE COS INC $00.00%0 -1,358-100.0% -$43.44万 清仓
PHM PULTE GROUP INC $00.00%0 -3,701-100.0% -$43.40万 清仓
NWS NEWS CORP NEW $00.00%0 -14,635-100.0% -$43.36万 清仓
ABG ASBURY AUTOMOTIVE GROUP INC $00.00%0 -1,863-100.0% -$43.32万 清仓
SNX TD SYNNEX CORPORATION $00.00%0 -2,878-100.0% -$43.24万 清仓
NFG NATIONAL FUEL GAS CO $00.00%0 —— — 申报中断
ENSG ENSIGN GROUP INC $00.00%0 —— — 申报中断
NI NISOURCE INC $00.00%0 —— — 申报中断
BOOT BOOT BARN HLDGS INC $00.00%0 -2,435-100.0% -$42.97万 清仓
T AT&T INC $00.00%0 —— — 申报中断
ACM AECOM $00.00%0 -4,503-100.0% -$42.93万 清仓
NRG NRG ENERGY INC $00.00%0 -2,695-100.0% -$42.92万 清仓
GPI GROUP 1 AUTOMOTIVE INC $00.00%0 -1,091-100.0% -$42.91万 清仓
ETR ENTERGY CORP NEW $00.00%0 —— — 申报中断
PAG PENSKE AUTOMOTIVE GRP INC $00.00%0 -2,708-100.0% -$42.86万 清仓
PNR PENTAIR PLC $00.00%0 -4,111-100.0% -$42.81万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -4,486-100.0% -$42.77万 清仓
FERG FERGUSON ENTERPRISES INC $00.00%0 -1,921-100.0% -$42.77万 清仓
DKS DICKS SPORTING GOODS INC $00.00%0 -2,159-100.0% -$42.74万 清仓
GIS GENERAL MLS INC $00.00%0 -9,173-100.0% -$42.65万 清仓
CRWV COREWEAVE INC $00.00%0 -5,955-100.0% -$42.64万 清仓
RRC RANGE RES CORP $00.00%0 -12,083-100.0% -$42.60万 清仓
LNT ALLIANT ENERGY CORP $00.00%0 —— — 申报中断
GRBK GREEN BRICK PARTNERS INC $00.00%0 -6,789-100.0% -$42.54万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -2,357-100.0% -$42.52万 清仓
USLM UNITED STS LIME & MINERALS I $00.00%0 -3,550-100.0% -$42.51万 清仓
CDW CDW CORP $00.00%0 -3,118-100.0% -$42.47万 清仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 -14,479-100.0% -$42.38万 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -1,307-100.0% -$42.35万 清仓
CAG CONAGRA BRANDS INC $00.00%0 -24,425-100.0% -$42.28万 清仓
INGR INGREDION INC $00.00%0 -3,828-100.0% -$42.21万 清仓
— TOPBUILD CORP $00.00%0 -1,011-100.0% -$42.18万 清仓
CMS CMS ENERGY CORP $00.00%0 -6,029-100.0% -$42.16万 清仓
AWK AMERICAN WTR WKS CO INC NEW $00.00%0 -3,230-100.0% -$42.15万 清仓
PJT PJT PARTNERS INC $00.00%0 -2,508-100.0% -$41.93万 清仓
SYK STRYKER CORPORATION $00.00%0 -1,192-100.0% -$41.90万 清仓
WRB BERKLEY W R CORP $00.00%0 -5,959-100.0% -$41.78万 清仓
BXP BXP INC $00.00%0 -6,182-100.0% -$41.72万 清仓
VRSK VERISK ANALYTICS INC $00.00%0 -1,864-100.0% -$41.70万 清仓
ADM ARCHER DANIELS MIDLAND CO $00.00%0 -7,239-100.0% -$41.62万 清仓
MARA MARA HOLDINGS INC $00.00%0 -46,338-100.0% -$41.61万 清仓
SJM SMUCKER J M CO $00.00%0 -4,252-100.0% -$41.59万 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -4,037-100.0% -$41.54万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -1,486-100.0% -$41.45万 清仓
CPK CHESAPEAKE UTILS CORP $00.00%0 -3,315-100.0% -$41.36万 清仓
WSM WILLIAMS SONOMA INC $00.00%0 -2,314-100.0% -$41.33万 清仓
CRVL CORVEL CORP $00.00%0 -6,078-100.0% -$41.13万 清仓
WEC WEC ENERGY GROUP INC $00.00%0 —— — 申报中断
UHAL U HAUL HOLDING COMPANY $00.00%0 -8,136-100.0% -$41.01万 清仓
TYL TYLER TECHNOLOGIES INC $00.00%0 -903-100.0% -$40.99万 清仓
KR KROGER CO $00.00%0 -6,558-100.0% -$40.97万 清仓
BANF BANCFIRST CORP $00.00%0 -3,852-100.0% -$40.84万 清仓
VICI VICI PPTYS INC $00.00%0 -14,504-100.0% -$40.79万 清仓
MANH MANHATTAN ASSOCIATES INC $00.00%0 -2,350-100.0% -$40.73万 清仓
TMUS T-MOBILE US INC $00.00%0 -1,999-100.0% -$40.59万 清仓
SO SOUTHERN CO $00.00%0 —— — 申报中断
RMD RESMED INC $00.00%0 -1,676-100.0% -$40.37万 清仓
PFGC PERFORMANCE FOOD GROUP CO $00.00%0 -4,487-100.0% -$40.35万 清仓
ENPH ENPHASE ENERGY INC $00.00%0 -12,573-100.0% -$40.30万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -1,220-100.0% -$40.27万 清仓
EXR EXTRA SPACE STORAGE INC $00.00%0 -3,076-100.0% -$40.06万 清仓
CI THE CIGNA GROUP $00.00%0 -1,455-100.0% -$40.05万 清仓
FSS FEDERAL SIGNAL CORP $00.00%0 -3,677-100.0% -$39.93万 清仓
DVA DAVITA INC $00.00%0 -3,496-100.0% -$39.72万 清仓
HLI HOULIHAN LOKEY INC $00.00%0 -2,278-100.0% -$39.68万 清仓
MO ALTRIA GROUP INC $00.00%0 —— — 申报中断
TGTX TG THERAPEUTICS INC $00.00%0 -13,205-100.0% -$39.36万 清仓
FFIV F5 INC $00.00%0 -1,532-100.0% -$39.11万 清仓
CALM CAL MAINE FOODS INC $00.00%0 -4,884-100.0% -$38.86万 清仓
IDCC INTERDIGITAL INC $00.00%0 -1,215-100.0% -$38.68万 清仓
MPC MARATHON PETE CORP $00.00%0 -2,377-100.0% -$38.66万 清仓
SMMT SUMMIT THERAPEUTICS INC $00.00%0 -22,070-100.0% -$38.60万 清仓
GME GAMESTOP CORP NEW $00.00%0 -19,123-100.0% -$38.40万 清仓
MOD MODINE MFG CO $00.00%0 -2,863-100.0% -$38.22万 清仓
EHC ENCOMPASS HEALTH CORP $00.00%0 -3,578-100.0% -$37.98万 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -950-100.0% -$37.78万 清仓
LEN/B LENNAR CORP $00.00%0 -3,833-100.0% -$36.46万 清仓
BCC BOISE CASCADE CO DEL $00.00%0 -4,181-100.0% -$30.77万 清仓
KD KYNDRYL HLDGS INC $00.00%0 -9,998-100.0% -$26.55万 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 -6,015-100.0% -$20.93万 清仓
FIP FTAI INFRASTRUCTURE INC $00.00%0 -2,584-100.0% -$1.19万 清仓
IWM ISHARES TR $20.78万0.03%840 -2,494-74.8% -$61.69万 减仓
TSLA TESLA INC $21.66万0.03%583 -993-63.0% -$36.89万 减仓
ACN ACCENTURE PLC IRELAND $21.71万0.03%1,095 00.0% — 不变
IT GARTNER INC $21.74万0.03%1,373 -3,844-73.7% -$60.87万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $21.77万0.03%353 -489-58.1% -$30.16万 重新持有
PDX PIMCO DYNAMIC INCOME STRATEG $22.41万0.03%10,158 -6,894-40.4% -$15.21万 重新持有
NOW SERVICENOW INC $22.90万0.03%2,190 -5,755-72.4% -$60.17万 减仓
AKRE PROFESIONALLY MANAGED PORTFO $23.02万0.03%4,355 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $23.40万0.03%1,000 1,000— $23.40万 新建仓
SHY ISHARES TR $25.32万0.03%3,066 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $25.63万0.03%8,355 -16,371-66.2% -$50.23万 减仓
KO COCA COLA CO $26.65万0.03%3,504 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $27.03万0.03%1,329 1,329— $27.03万 新建仓
IWR ISHARES TR $27.30万0.03%2,836 -3,132-52.5% -$30.15万 减仓
DSGX DESCARTES SYS GROUP INC $28.05万0.04%3,920 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $30.18万0.04%3,036 3,036— $30.18万 新建仓
VUG VANGUARD INDEX FDS $30.60万0.04%701 10.1% $437 加仓
VIG VANGUARD SPECIALIZED FUNDS $31.23万0.04%1,452 20.1% $430 加仓