Cynosure Group, LLC
Salt Lake City UT · SEC CIK 0001763409
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $32.01万 | 0.04% | 2,314 | 4 | 0.2% | $553 | 加仓 |
| COMP | COMPASS INC | $33.01万 | 0.04% | 45,158 | 45,158 | — | $33.01万 | 新建仓 |
| CPRT | COPART INC | $33.02万 | 0.04% | 9,946 | -10,984 | -52.5% | -$36.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.60万 | 0.04% | 6,217 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $34.19万 | 0.04% | 654 | 654 | — | $34.19万 | 新建仓 |
| NET | CLOUDFLARE INC | $34.34万 | 0.04% | 1,664 | -2,018 | -54.8% | -$41.64万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $34.65万 | 0.04% | 5,000 | -22,326 | -81.7% | -$154.72万 | 减仓 |
| DAVE | DAVE INC | $34.70万 | 0.04% | 1,993 | 1,993 | — | $34.70万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $35.58万 | 0.04% | 1,944 | 1,944 | — | $35.58万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $36.27万 | 0.05% | 1,368 | 1,368 | — | $36.27万 | 新建仓 |
| VSEC | VSE CORP | $36.57万 | 0.05% | 1,983 | 1,983 | — | $36.57万 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $37.21万 | 0.05% | 91,866 | 91,866 | — | $37.21万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $37.29万 | 0.05% | 5,045 | -320 | -6.0% | -$2.37万 | 减仓 |
| RKT | ROCKET COS INC | $37.37万 | 0.05% | 26,226 | 26,226 | — | $37.37万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $37.67万 | 0.05% | 796 | -214 | -21.2% | -$10.13万 | 减仓 |
| JOE | ST JOE CO | $37.81万 | 0.05% | 6,020 | 6,020 | — | $37.81万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $37.95万 | 0.05% | 4,580 | 4,580 | — | $37.95万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $38.19万 | 0.05% | 6,217 | 6,217 | — | $38.19万 | 新建仓 |
| CVS | CVS HEALTH CORP | $38.20万 | 0.05% | 5,319 | 5,319 | — | $38.20万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $38.21万 | 0.05% | 2,301 | 2,301 | — | $38.21万 | 新建仓 |
| VICR | VICOR CORP | $38.22万 | 0.05% | 2,374 | 2,374 | — | $38.22万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $38.29万 | 0.05% | 1,333 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $38.41万 | 0.05% | 1,011 | 1,011 | — | $38.41万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $38.67万 | 0.05% | 1,678 | -607 | -26.6% | -$13.99万 | 减仓 |
| COCO | VITA COCO CO INC | $38.72万 | 0.05% | 8,081 | 8,081 | — | $38.72万 | 新建仓 |
| PACS | PACS GROUP INC | $38.88万 | 0.05% | 12,104 | 12,104 | — | $38.88万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $39.24万 | 0.05% | 1,418 | 1,418 | — | $39.24万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $39.42万 | 0.05% | 5,697 | 5,697 | — | $39.42万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $39.66万 | 0.05% | 5,474 | -1,008 | -15.6% | -$7.30万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $39.76万 | 0.05% | 29,064 | 29,064 | — | $39.76万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $39.78万 | 0.05% | 14,360 | 14,360 | — | $39.78万 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $39.86万 | 0.05% | 32,067 | 32,067 | — | $39.86万 | 新建仓 |
| ATI | ATI INC | $39.99万 | 0.05% | 2,749 | 2,749 | — | $39.99万 | 新建仓 |
| WWD | WOODWARD INC | $40.02万 | 0.05% | 1,118 | -615 | -35.5% | -$22.01万 | 减仓 |
| DLTR | DOLLAR TREE INC | $40.06万 | 0.05% | 3,658 | 3,658 | — | $40.06万 | 新建仓 |
| TPR | TAPESTRY INC | $40.27万 | 0.05% | 2,854 | -1,134 | -28.4% | -$16.00万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $40.29万 | 0.05% | 27,149 | 27,149 | — | $40.29万 | 新建仓 |
| COHR | COHERENT CORP | $40.31万 | 0.05% | 1,692 | 1,692 | — | $40.31万 | 新建仓 |
| CSTM | CONSTELLIUM SE | $40.32万 | 0.05% | 16,404 | 16,404 | — | $40.32万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $40.49万 | 0.05% | 1,173 | 1,173 | — | $40.49万 | 新建仓 |
| ENVA | ENOVA INTL INC | $40.65万 | 0.05% | 2,993 | -956 | -24.2% | -$12.99万 | 减仓 |
| VV | VANGUARD INDEX FDS | $40.71万 | 0.05% | 1,362 | 4 | 0.3% | $1,195 | 加仓 |
| AER | AERCAP HOLDINGS NV | $40.80万 | 0.05% | 2,974 | -696 | -19.0% | -$9.55万 | 减仓 |
| RBC | RBC BEARINGS INC | $40.90万 | 0.05% | 753 | 753 | — | $40.90万 | 新建仓 |
| GTX | GARRETT MOTION INC | $41.20万 | 0.05% | 22,673 | 22,673 | — | $41.20万 | 新建仓 |
| APG | API GROUP CORP | $41.53万 | 0.05% | 10,249 | -2,782 | -21.3% | -$11.27万 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $41.54万 | 0.05% | 21,116 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $41.58万 | 0.05% | 740 | 740 | — | $41.58万 | 新建仓 |
| HAS | HASBRO INC | $41.59万 | 0.05% | 4,443 | 4,443 | — | $41.59万 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $41.63万 | 0.05% | 2,085 | 2,085 | — | $41.63万 | 新建仓 |
| RTX | RTX CORPORATION | $41.67万 | 0.05% | 2,160 | -512 | -19.2% | -$9.88万 | 减仓 |
| IJH | ISHARES TR | $41.72万 | 0.05% | 6,178 | -1,457 | -19.1% | -$9.84万 | 减仓 |
| W | WAYFAIR INC | $41.73万 | 0.05% | 5,548 | 584 | 11.8% | $4.39万 | 加仓 |
| GM | GENERAL MTRS CO | $41.79万 | 0.05% | 5,610 | 5,610 | — | $41.79万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $42.16万 | 0.05% | 5,614 | 5,614 | — | $42.16万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $42.24万 | 0.05% | 2,247 | 2,247 | — | $42.24万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $42.28万 | 0.05% | 17,670 | 17,670 | — | $42.28万 | 新建仓 |
| DAN | DANA INC | $42.30万 | 0.05% | 12,570 | 12,570 | — | $42.30万 | 新建仓 |
| FHI | FEDERATED HERMES INC | $42.48万 | 0.05% | 7,490 | 7,490 | — | $42.48万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $42.60万 | 0.05% | 1,649 | -757 | -31.5% | -$19.55万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $42.88万 | 0.05% | 1,088 | -2,840 | -72.3% | -$111.94万 | 重新持有 |
| VIK | VIKING HOLDINGS LTD | $43.16万 | 0.05% | 5,874 | 5,874 | — | $43.16万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $43.22万 | 0.05% | 2,023 | 2,023 | — | $43.22万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $43.23万 | 0.05% | 9,600 | 9,600 | — | $43.23万 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $43.23万 | 0.05% | 17,704 | 17,704 | — | $43.23万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $43.36万 | 0.05% | 4,694 | 4,694 | — | $43.36万 | 新建仓 |
| PSMT | PRICESMART INC | $43.48万 | 0.05% | 2,889 | 2,889 | — | $43.48万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $43.96万 | 0.05% | 24,155 | 24,155 | — | $43.96万 | 新建仓 |
| GLW | CORNING INC | $43.99万 | 0.05% | 3,235 | 3,235 | — | $43.99万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $44.00万 | 0.05% | 10,326 | 10,326 | — | $44.00万 | 新建仓 |
| C | CITIGROUP INC | $44.11万 | 0.06% | 3,889 | 3,889 | — | $44.11万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $44.12万 | 0.06% | 1,568 | 1,568 | — | $44.12万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $44.23万 | 0.06% | 2,617 | -858 | -24.7% | -$14.50万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $44.25万 | 0.06% | 3,769 | 3,769 | — | $44.25万 | 新建仓 |
| FIVE | FIVE BELOW INC | $44.37万 | 0.06% | 1,942 | 1,942 | — | $44.37万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $44.40万 | 0.06% | 322 | 322 | — | $44.40万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC | $44.41万 | 0.06% | 3,968 | 3,968 | — | $44.41万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $44.50万 | 0.06% | 9,276 | 9,276 | — | $44.50万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $44.72万 | 0.06% | 5,967 | 5,967 | — | $44.72万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $44.73万 | 0.06% | 11,820 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $44.93万 | 0.06% | 9,331 | 9,331 | — | $44.93万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $45.00万 | 0.06% | 3,381 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $45.14万 | 0.06% | 1,669 | 1,669 | — | $45.14万 | 新建仓 |
| POWL | POWELL INDS INC | $45.18万 | 0.06% | 835 | -3,863 | -82.2% | -$209.02万 | 重新持有 |
| AVGO | BROADCOM INC | $45.41万 | 0.06% | 1,467 | -623 | -29.8% | -$19.28万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $45.84万 | 0.06% | 6,728 | 6,728 | — | $45.84万 | 新建仓 |
| LAUR | LAUREATE ED INC | $46.09万 | 0.06% | 13,228 | 13,228 | — | $46.09万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $46.38万 | 0.06% | 660 | 660 | — | $46.38万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $46.49万 | 0.06% | 12,318 | 12,318 | — | $46.49万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $46.70万 | 0.06% | 1,192 | 1,192 | — | $46.70万 | 新建仓 |
| SEB | SEABOARD CORP DEL | $46.93万 | 0.06% | 83 | 83 | — | $46.93万 | 新建仓 |
| SHOP | SHOPIFY INC | $47.45万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $47.97万 | 0.06% | 6,460 | 6,460 | — | $47.97万 | 新建仓 |
| INSM | INSMED INC | $48.19万 | 0.06% | 2,947 | 241 | 8.9% | $3.94万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $48.56万 | 0.06% | 4,680 | 4,680 | — | $48.56万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $48.85万 | 0.06% | 4,635 | 4,635 | — | $48.85万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $50.22万 | 0.06% | 690 | -197 | -22.2% | -$14.34万 | 减仓 |
| AMAT | APPLIED MATLS INC | $50.31万 | 0.06% | 1,472 | 1,472 | — | $50.31万 | 新建仓 |
| NXT | NEXTPOWER INC | $50.53万 | 0.06% | 4,192 | 4,192 | — | $50.53万 | 新建仓 |
| GLD | SPDR GOLD TR | $52.45万 | 0.07% | 1,219 | -60,951 | -98.0% | -$2,622.66万 | 减仓 |