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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $7,641.63万 | 11.48% | 758,229 | -378,079 | -33.3% | -$3,810.38万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,007.18万 | 10.53% | 194,225 | -34,836 | -15.2% | -$1,256.80万 | 减仓 |
| IWF | ISHARES TR | $6,174.16万 | 9.28% | 497,234 | -1,926 | -0.4% | -$23.92万 | 减仓 |
| SHV | ISHARES TR | $6,016.35万 | 9.04% | 545,206 | -1,216 | -0.2% | -$13.42万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,973.20万 | 4.47% | 232,626 | -30,287 | -11.5% | -$387.10万 | 减仓 |
| IVV | ISHARES TR | $2,759.17万 | 4.15% | 36,843 | 1,421 | 4.0% | $106.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,301.13万 | 3.46% | 33,505 | -37,230 | -52.6% | -$2,556.97万 | 减仓 |
| GE | GE AEROSPACE | $2,024.93万 | 3.04% | 54,182 | -1,307 | -2.4% | -$48.85万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,858.93万 | 2.79% | 296,811 | -22,446 | -7.0% | -$140.58万 | 减仓 |
| UNP | UNION PAC CORP | $1,743.17万 | 2.62% | 64,087 | 66 | 0.1% | $1.80万 | 加仓 |
| ITOT | ISHARES TR | $1,731.11万 | 2.60% | 105,382 | -8,884 | -7.8% | -$145.94万 | 减仓 |
| ICSH | ISHARES TR | $1,685.60万 | 2.53% | 333,254 | -78,579 | -19.1% | -$397.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,587.27万 | 2.38% | 21,555 | -20,858 | -49.2% | -$1,535.94万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,529.28万 | 2.30% | 54,382 | 4,389 | 8.8% | $123.42万 | 加仓 |
| GEV | GE VERNOVA INC | $1,521.09万 | 2.29% | 12,947 | 726 | 5.9% | $85.29万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,426.32万 | 2.14% | 234,630 | -11,525 | -4.7% | -$70.06万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,041.21万 | 1.56% | 141,835 | 70,810 | 99.7% | $519.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,024.92万 | 1.54% | 33,812 | -9,929 | -22.7% | -$300.97万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $810.23万 | 1.22% | 160,474 | -50,573 | -24.0% | -$255.34万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $602.97万 | 0.91% | 119,235 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $561.74万 | 0.84% | 15,181 | 2,031 | 15.4% | $75.15万 | 加仓 |
| CAT | CATERPILLAR INC | $448.26万 | 0.67% | 4,210 | -1,252 | -22.9% | -$133.31万 | 减仓 |
| WFC | WELLS FARGO & CO | $423.10万 | 0.64% | 51,198 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $330.17万 | 0.50% | 26,970 | 625 | 2.4% | $7.65万 | 加仓 |
| USHY | ISHARES TR | $327.09万 | 0.49% | 88,356 | 62,878 | 246.8% | $232.77万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $321.35万 | 0.48% | 8,242 | 7,446 | 935.4% | $290.31万 | 加仓 |
| QUAL | ISHARES TR | $231.02万 | 0.35% | 10,528 | -9,739 | -48.1% | -$213.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $205.79万 | 0.31% | 10,285 | -590 | -5.4% | -$11.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $199.53万 | 0.30% | 5,349 | -8,813 | -62.2% | -$328.74万 | 减仓 |
| GOOGL | ALPHABET INC | $196.12万 | 0.29% | 5,488 | 811 | 17.3% | $28.98万 | 加仓 |
| AAPL | APPLE INC | $147.08万 | 0.22% | 5,083 | -2,397 | -32.0% | -$69.36万 | 减仓 |
| IXN | ISHARES TR | $138.86万 | 0.21% | 9,611 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $132.15万 | 0.20% | 20,645 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $127.49万 | 0.19% | 5,349 | -4,799 | -47.3% | -$114.38万 | 减仓 |
| V | VISA INC | $125.71万 | 0.19% | 3,664 | 775 | 26.8% | $26.59万 | 加仓 |
| CIEN | CIENA CORP | $118.62万 | 0.18% | 2,418 | 2,418 | — | $118.62万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $114.27万 | 0.17% | 2,637 | 614 | 30.4% | $26.61万 | 加仓 |
| MUB | ISHARES TR | $112.90万 | 0.17% | 10,490 | 2,158 | 25.9% | $23.23万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $107.85万 | 0.16% | 15,464 | 5,138 | 49.8% | $35.83万 | 加仓 |
| SNDK | SANDISK CORP | $104.36万 | 0.16% | 459 | 459 | — | $104.36万 | 新建仓 |
| GLW | CORNING INC | $97.14万 | 0.15% | 3,803 | 568 | 17.6% | $14.51万 | 加仓 |
| IJR | ISHARES TR | $96.52万 | 0.15% | 6,508 | 980 | 17.7% | $14.53万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $93.39万 | 0.14% | 1,514 | 426 | 39.2% | $26.28万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $93.38万 | 0.14% | 809 | 809 | — | $93.38万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $92.18万 | 0.14% | 1,275 | -197 | -13.4% | -$14.24万 | 减仓 |
| META | META PLATFORMS INC | $89.11万 | 0.13% | 1,582 | -79 | -4.8% | -$4.45万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $86.91万 | 0.13% | 2,285 | 2,285 | — | $86.91万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $86.35万 | 0.13% | 1,352 | -317 | -19.0% | -$20.25万 | 减仓 |
| VICR | VICOR CORP | $85.56万 | 0.13% | 2,253 | -121 | -5.1% | -$4.60万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $85.11万 | 0.13% | 41,794 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $83.54万 | 0.13% | 3,413 | 796 | 30.4% | $19.48万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $83.34万 | 0.13% | 23,548 | 9,188 | 64.0% | $32.52万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $83.05万 | 0.12% | 10,049 | -402 | -3.8% | -$3.32万 | 减仓 |
| AGG | ISHARES TR | $82.30万 | 0.12% | 8,315 | -130,333 | -94.0% | -$1,289.94万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $82.22万 | 0.12% | 852 | -340 | -28.5% | -$32.81万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $82.11万 | 0.12% | 7,014 | 2,320 | 49.4% | $27.16万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $81.53万 | 0.12% | 7,789 | 1,915 | 32.6% | $20.04万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $81.42万 | 0.12% | 8,214 | 8,214 | — | $81.42万 | 新建仓 |
| VSEC | VSE CORP | $81.39万 | 0.12% | 3,562 | 1,579 | 79.6% | $36.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $80.76万 | 0.12% | 3,180 | 976 | 44.3% | $24.79万 | 加仓 |
| GVA | GRANITE CONSTR INC | $80.59万 | 0.12% | 5,098 | 5,098 | — | $80.59万 | 新建仓 |
| MCO | MOODYS CORP | $77.90万 | 0.12% | 1,720 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $77.88万 | 0.12% | 1,938 | 1,938 | — | $77.88万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $77.49万 | 0.12% | 391 | 69 | 21.4% | $13.68万 | 加仓 |
| VIRT | VIRTU FINL INC | $77.38万 | 0.12% | 12,990 | -120 | -0.9% | -$7,148 | 重新持有 |
| NDSN | NORDSON CORP | $77.29万 | 0.12% | 2,562 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $76.74万 | 0.12% | 39,123 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $76.64万 | 0.12% | 4,562 | 4,562 | — | $76.64万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $76.59万 | 0.12% | 3,224 | 3,224 | — | $76.59万 | 新建仓 |
| PLXS | PLEXUS CORP | $76.52万 | 0.11% | 2,545 | 2,545 | — | $76.52万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $76.41万 | 0.11% | 39,132 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $76.33万 | 0.11% | 5,353 | 5,353 | — | $76.33万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $75.08万 | 0.11% | 18,636 | -138,149 | -88.1% | -$556.60万 | 减仓 |
| MTZ | MASTEC INC | $74.97万 | 0.11% | 1,802 | 1,802 | — | $74.97万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $74.56万 | 0.11% | 7,320 | 7,320 | — | $74.56万 | 新建仓 |
| KLAC | KLA CORP | $73.62万 | 0.11% | 2,440 | 2,440 | — | $73.62万 | 新建仓 |
| COHR | COHERENT CORP | $73.57万 | 0.11% | 1,865 | 173 | 10.2% | $6.82万 | 加仓 |
| TJX | TJX COS INC NEW | $73.52万 | 0.11% | 4,853 | 862 | 21.6% | $13.06万 | 重新持有 |
| POWL | POWELL INDS INC | $72.13万 | 0.11% | 2,519 | 14 | 0.6% | $4,009 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $71.82万 | 0.11% | 9,560 | 9,560 | — | $71.82万 | 新建仓 |
| GOOG | ALPHABET INC | $71.62万 | 0.11% | 2,027 | -170 | -7.7% | -$6.01万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $71.46万 | 0.11% | 12,745 | 3,469 | 37.4% | $19.45万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $71.34万 | 0.11% | 7,860 | 1,893 | 31.7% | $17.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.28万 | 0.11% | 1,227 | -102 | -7.7% | -$5.93万 | 减仓 |
| SNEX | STONEX GROUP INC | $71.05万 | 0.11% | 5,996 | 5,996 | — | $71.05万 | 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 |
| VIAV | VIAVI SOLUTIONS INC | $70.43万 | 0.11% | 14,750 | 14,750 | — | $70.43万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $70.28万 | 0.11% | 2,614 | 936 | 55.8% | $25.17万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $70.26万 | 0.11% | 884 | 194 | 28.1% | $15.42万 | 加仓 |
| RTX | RTX CORPORATION | $70.12万 | 0.11% | 3,696 | 1,536 | 71.1% | $29.14万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $69.55万 | 0.10% | 1,987 | 419 | 26.7% | $14.67万 | 加仓 |
| TRGP | TARGA RES CORP | $69.53万 | 0.10% | 2,593 | -317 | -10.9% | -$8.50万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $69.40万 | 0.10% | 3,836 | 945 | 32.7% | $17.10万 | 重新持有 |
| RBC | RBC BEARINGS INC | $68.85万 | 0.10% | 1,069 | 316 | 42.0% | $20.35万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $68.63万 | 0.10% | 4,746 | 572 | 13.7% | $8.27万 | 重新持有 |
| TKO | TKO GROUP HOLDINGS INC | $68.41万 | 0.10% | 3,398 | 1,017 | 42.7% | $20.47万 | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $68.23万 | 0.10% | 1,949 | -1,794 | -47.9% | -$62.80万 | 减仓 |
| DTM | DT MIDSTREAM INC | $67.82万 | 0.10% | 4,622 | 4,622 | — | $67.82万 | 新建仓 |
| DRS | LEONARDO DRS INC | $67.62万 | 0.10% | 15,847 | 15,847 | — | $67.62万 | 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 |