Synergy Financial Group, LTD
SAN RAMON CA · SEC CIK 0001905669
$1.33亿2026Q1 申报市值
123持仓数
46.7%前十大占比 · 第一大 8.1%
22 / 12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
VTEC 新建仓+$153.11万
VOO 加仓+$69.79万
GOOGL 加仓+$58.72万
IEFA 新建仓+$51.68万
IWM 新建仓+$47.12万
2026Q1 卖出最多 按季末市值估算
TSLA 减仓-$97.73万
HUBS 清仓-$31.78万
PLNT 清仓-$28.64万
ZG 清仓-$28.58万
WDAY 清仓-$28.03万
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 |
|---|---|---|---|---|---|---|---|---|
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -792 | -100.0% | -$31.78万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -2,640 | -100.0% | -$28.64万 | 清仓 |
| ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | -4,189 | -100.0% | -$28.58万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,305 | -100.0% | -$28.03万 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SE | SEA LTD | $0 | 0.00% | 0 | -2,010 | -100.0% | -$25.64万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -787 | -100.0% | -$23.30万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -378 | -100.0% | -$22.87万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -403 | -100.0% | -$22.82万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -1,317 | -100.0% | -$21.35万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -7,920 | -100.0% | -$20.50万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,107 | -100.0% | -$20.15万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -1,631 | -100.0% | -$20.05万 | 清仓 |
| BAC | BANK AMERICA CORP | $20.19万 | 0.15% | 4,141 | 4,141 | — | $20.19万 | 新建仓 |
| HAS | HASBRO INC | $20.48万 | 0.15% | 2,188 | 2,188 | — | $20.48万 | 新建仓 |
| DOCU | DOCUSIGN INC | $20.65万 | 0.16% | 4,356 | -169 | -3.7% | -$8,012 | 减仓 |
| INTU | INTUIT | $20.93万 | 0.16% | 484 | 34 | 7.6% | $1.47万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $21.13万 | 0.16% | 5,885 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $21.21万 | 0.16% | 1,455 | 1,455 | — | $21.21万 | 新建仓 |
| IJR | ISHARES TR | $21.75万 | 0.16% | 1,749 | 1,749 | — | $21.75万 | 新建仓 |
| P | EVERPURE INC | $22.12万 | 0.17% | 3,746 | 3,746 | — | $22.12万 | 新建仓 |
| EPR | EPR PPTYS | $22.28万 | 0.17% | 4,460 | -1,546 | -25.7% | -$7.72万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $22.56万 | 0.17% | 7,398 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $23.00万 | 0.17% | 5,077 | -35 | -0.7% | -$1,585 | 减仓 |
| EOG | EOG RES INC | $23.20万 | 0.17% | 1,605 | -545 | -25.3% | -$7.88万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.27万 | 0.17% | 860 | 860 | — | $23.27万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.33万 | 0.18% | 7,604 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $23.55万 | 0.18% | 594 | -5 | -0.8% | -$1,982 | 减仓 |
| U | UNITY SOFTWARE INC | $24.10万 | 0.18% | 10,984 | 1,809 | 19.7% | $3.97万 | 加仓 |
| LLY | ELI LILLY & CO | $24.37万 | 0.18% | 265 | 37 | 16.2% | $3.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.55万 | 0.18% | 378 | 1 | 0.3% | $650 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $24.98万 | 0.19% | 2,983 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $25.08万 | 0.19% | 1,174 | -56 | -4.6% | -$1.20万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $25.14万 | 0.19% | 1,268 | -11 | -0.9% | -$2,181 | 减仓 |
| MDT | MEDTRONIC PLC | $25.41万 | 0.19% | 2,932 | 2,932 | — | $25.41万 | 新建仓 |
| EBAY | EBAY INC. | $25.52万 | 0.19% | 2,804 | -558 | -16.6% | -$5.08万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $25.69万 | 0.19% | 3,332 | -855 | -20.4% | -$6.59万 | 减仓 |
| JD | JD.COM INC | $25.78万 | 0.19% | 8,717 | -46 | -0.5% | -$1,360 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $26.17万 | 0.20% | 12,179 | 12,179 | — | $26.17万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $26.26万 | 0.20% | 10,373 | 10,373 | — | $26.26万 | 新建仓 |
| PSX | PHILLIPS 66 | $26.40万 | 0.20% | 1,449 | 1,449 | — | $26.40万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $27.37万 | 0.21% | 65 | 2 | 3.2% | $8,421 | 加仓 |
| EFG | ISHARES TR | $27.54万 | 0.21% | 2,473 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $27.73万 | 0.21% | 917 | 76 | 9.0% | $2.30万 | 加仓 |
| ROKU | ROKU INC | $27.82万 | 0.21% | 2,940 | -116 | -3.8% | -$1.10万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $28.52万 | 0.21% | 1,529 | 1,529 | — | $28.52万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $29.93万 | 0.22% | 7,036 | 1,746 | 33.0% | $7.43万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $30.03万 | 0.23% | 2,292 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $31.00万 | 0.23% | 4,169 | 4,169 | — | $31.00万 | 新建仓 |
| DIV | GLOBAL X FDS | $32.44万 | 0.24% | 17,163 | 17,163 | — | $32.44万 | 新建仓 |
| UPWK | UPWORK INC | $32.67万 | 0.25% | 29,804 | -855 | -2.8% | -$9,371 | 减仓 |
| VEEV | VEEVA SYS INC | $32.94万 | 0.25% | 1,875 | 395 | 26.7% | $6.94万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $32.96万 | 0.25% | 2,038 | 212 | 11.6% | $3.43万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $33.04万 | 0.25% | 1,811 | -65 | -3.5% | -$1.19万 | 减仓 |
| WD | WALKER & DUNLOP INC | $33.26万 | 0.25% | 7,494 | 10 | 0.1% | $444 | 加仓 |
| ADBE | ADOBE INC | $33.76万 | 0.25% | 1,389 | 60 | 4.5% | $1.46万 | 加仓 |
| IJH | ISHARES TR | $34.61万 | 0.26% | 5,125 | 5,125 | — | $34.61万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.79万 | 0.27% | 6,315 | 6,315 | — | $35.79万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $36.77万 | 0.28% | 4,145 | 800 | 23.9% | $7.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.28万 | 0.28% | 1,103 | -27 | -2.4% | -$9,125 | 减仓 |
| CRM | SALESFORCE INC | $37.73万 | 0.28% | 2,021 | 9 | 0.4% | $1,680 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $38.65万 | 0.29% | 8,546 | -1,126 | -11.6% | -$5.09万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $39.39万 | 0.30% | 11,748 | -97 | -0.8% | -$3,253 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $39.45万 | 0.30% | 6,157 | 6,157 | — | $39.45万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $40.44万 | 0.30% | 1,261 | -118 | -8.6% | -$3.78万 | 减仓 |
| AGG | ISHARES TR | $41.20万 | 0.31% | 4,150 | 4,150 | — | $41.20万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $41.76万 | 0.31% | 1,817 | -26 | -1.4% | -$5,975 | 减仓 |
| IWR | ISHARES TR | $42.11万 | 0.32% | 4,331 | 4,331 | — | $42.11万 | 新建仓 |
| WMT | WALMART INC | $42.37万 | 0.32% | 3,409 | 381 | 12.6% | $4.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $42.54万 | 0.32% | 1,446 | 508 | 54.2% | $14.94万 | 加仓 |
| IEMG | ISHARES INC | $43.63万 | 0.33% | 6,255 | 6,255 | — | $43.63万 | 新建仓 |
| ISCG | ISHARES TR | $44.13万 | 0.33% | 8,053 | 161 | 2.0% | $8,823 | 加仓 |
| VB | VANGUARD INDEX FDS | $44.41万 | 0.33% | 1,696 | -447 | -20.9% | -$11.70万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $46.05万 | 0.35% | 1,363 | 44 | 3.3% | $1.49万 | 加仓 |
| IWM | ISHARES TR | $47.12万 | 0.35% | 1,900 | 1,900 | — | $47.12万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $47.20万 | 0.35% | 7,038 | -374 | -5.0% | -$2.51万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $47.60万 | 0.36% | 5,125 | 833 | 19.4% | $7.74万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.33万 | 0.37% | 3,372 | -4 | -0.1% | -$585 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $49.44万 | 0.37% | 6,874 | 100 | 1.5% | $7,193 | 加仓 |
| — | ELECTRONIC ARTS INC | $49.97万 | 0.38% | 2,451 | -105 | -4.1% | -$2.14万 | 减仓 |
| PLD | PROLOGIS INC. | $50.99万 | 0.38% | 3,858 | 596 | 18.3% | $7.88万 | 加仓 |
| OKTA | OKTA INC | $51.00万 | 0.38% | 6,479 | -35 | -0.5% | -$2,755 | 减仓 |
| IEFA | ISHARES TR | $51.68万 | 0.39% | 5,709 | 5,709 | — | $51.68万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $54.21万 | 0.41% | 2,763 | 280 | 11.3% | $5.49万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $54.83万 | 0.41% | 10,846 | 2,393 | 28.3% | $12.10万 | 加仓 |
| SNOW | SNOWFLAKE INC | $54.99万 | 0.41% | 3,646 | -568 | -13.5% | -$8.57万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $55.05万 | 0.41% | 4,529 | 753 | 19.9% | $9.15万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $56.95万 | 0.43% | 1,341 | -119 | -8.2% | -$5.05万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $59.49万 | 0.45% | 5,938 | 1,566 | 35.8% | $15.69万 | 加仓 |
| IVV | ISHARES TR | $59.64万 | 0.45% | 913 | 259 | 39.6% | $16.92万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $60.25万 | 0.45% | 20,684 | 3,699 | 21.8% | $10.78万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $60.40万 | 0.45% | 4,367 | 1,853 | 73.7% | $25.63万 | 加仓 |
| LMND | LEMONADE INC | $60.98万 | 0.46% | 9,728 | -427 | -4.2% | -$2.68万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $63.59万 | 0.48% | 12,708 | -30 | -0.2% | -$1,501 | 减仓 |
| NET | CLOUDFLARE INC | $64.19万 | 0.48% | 3,111 | -216 | -6.5% | -$4.46万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $65.23万 | 0.49% | 13,181 | -31 | -0.2% | -$1,534 | 减仓 |
| CVX | CHEVRON CORPORATION | $65.46万 | 0.49% | 3,164 | 408 | 14.8% | $8.44万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $65.78万 | 0.49% | 8,182 | 1,081 | 15.2% | $8.69万 | 加仓 |
| SBUX | STARBUCKS CORP | $68.41万 | 0.51% | 7,636 | 136 | 1.8% | $1.22万 | 加仓 |