Synergy Financial Group, LTD
SAN RAMON CA · SEC CIK 0001905669
$1.39亿2026Q2 申报市值
119持仓数
46.1%前十大占比 · 第一大 8.2%
8 / 14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
VGT 加仓+$46.56万
PANW 新建仓+$32.94万
ESGV 新建仓+$22.94万
FROG 新建仓+$22.77万
QUAL 新建仓+$21.18万
2026Q2 卖出最多 按季末市值估算
VTEC 清仓-$153.11万
MSFT 减仓-$122.76万
GOOG 减仓-$119.88万
NVDA 减仓-$93.82万
TSLA 减仓-$75.83万
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 |
|---|---|---|---|---|---|---|---|---|
| VTEC | VANGUARD CALIF TAX FREE FDS | $0 | 0.00% | 0 | -15,453 | -100.0% | -$153.11万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,372 | -100.0% | -$49.33万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,875 | -100.0% | -$32.94万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,449 | -100.0% | -$26.40万 | 清仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -10,373 | -100.0% | -$26.26万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -2,804 | -100.0% | -$25.52万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,932 | -100.0% | -$25.41万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,268 | -100.0% | -$25.14万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -1,605 | -100.0% | -$23.20万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,077 | -100.0% | -$23.00万 | 清仓 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | -4,460 | -100.0% | -$22.28万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -484 | -100.0% | -$20.93万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -4,356 | -100.0% | -$20.65万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -2,188 | -100.0% | -$20.48万 | 清仓 |
| UNP | UNION PAC CORP | $20.09万 | 0.14% | 739 | 739 | — | $20.09万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $20.15万 | 0.15% | 2,880 | -103 | -3.5% | -$7,208 | 减仓 |
| SLYV | SPDR SERIES TRUST | $20.24万 | 0.15% | 1,855 | 1,855 | — | $20.24万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.76万 | 0.15% | 7,168 | 7,168 | — | $20.76万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.02万 | 0.15% | 1,330 | 1,330 | — | $21.02万 | 新建仓 |
| QUAL | ISHARES TR | $21.18万 | 0.15% | 965 | 965 | — | $21.18万 | 新建仓 |
| P | EVERPURE INC | $21.60万 | 0.16% | 2,741 | -1,005 | -26.8% | -$7.92万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $22.07万 | 0.16% | 5,885 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $22.35万 | 0.16% | 8,773 | 56 | 0.6% | $1,427 | 加仓 |
| UPST | UPSTART HLDGS INC | $22.58万 | 0.16% | 6,374 | 141 | 2.3% | $4,996 | 重新持有 |
| FROG | JFROG LTD | $22.77万 | 0.16% | 2,505 | 2,505 | — | $22.77万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $22.94万 | 0.17% | 1,735 | 1,735 | — | $22.94万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.57万 | 0.17% | 7,433 | -171 | -2.2% | -$5,422 | 减仓 |
| BAC | BANK OF AMER CORP | $23.87万 | 0.17% | 4,190 | 49 | 1.2% | $2,792 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $23.91万 | 0.17% | 2,129 | -163 | -7.1% | -$1.83万 | 减仓 |
| IWS | ISHARES TR | $23.95万 | 0.17% | 1,455 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $23.97万 | 0.17% | 959 | 5 | 0.5% | $1,250 | 重新持有 |
| UPWK | UPWORK INC | $24.10万 | 0.17% | 28,831 | -973 | -3.3% | -$8,134 | 减仓 |
| IJH | ISHARES TR | $25.32万 | 0.18% | 3,284 | -1,841 | -35.9% | -$14.19万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $25.75万 | 0.19% | 7,398 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $25.95万 | 0.19% | 1,749 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $26.02万 | 0.19% | 1,269 | -120 | -8.6% | -$2.46万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $26.14万 | 0.19% | 1,169 | -360 | -23.5% | -$8.05万 | 减仓 |
| SNPS | SYNOPSYS INC | $26.85万 | 0.19% | 602 | 8 | 1.3% | $3,569 | 加仓 |
| U | UNITY SOFTWARE INC | $27.28万 | 0.20% | 9,545 | -1,439 | -13.1% | -$4.11万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.20万 | 0.20% | 378 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $28.80万 | 0.21% | 3,369 | 37 | 1.1% | $3,163 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $28.82万 | 0.21% | 1,617 | -8 | -0.5% | -$1,426 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $28.84万 | 0.21% | 12,179 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $29.40万 | 0.21% | 6,809 | -1,737 | -20.3% | -$7.50万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $29.77万 | 0.21% | 1,484 | -327 | -18.1% | -$6.56万 | 减仓 |
| CRM | SALESFORCE INC | $29.93万 | 0.22% | 1,910 | -111 | -5.5% | -$1.74万 | 减仓 |
| EFG | ISHARES TR | $30.77万 | 0.22% | 2,473 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $31.03万 | 0.22% | 904 | -13 | -1.4% | -$4,462 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $31.62万 | 0.23% | 5,691 | -7,017 | -55.2% | -$38.99万 | 减仓 |
| EFV | ISHARES TR | $31.91万 | 0.23% | 4,169 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X FDS | $32.70万 | 0.24% | 17,163 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $32.94万 | 0.24% | 966 | 966 | — | $32.94万 | 新建仓 |
| ROKU | ROKU INC | $33.26万 | 0.24% | 2,408 | -532 | -18.1% | -$7.35万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.39万 | 0.24% | 4,686 | -1,471 | -23.9% | -$10.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $33.77万 | 0.24% | 2,037 | -1,127 | -35.6% | -$18.68万 | 减仓 |
| LLY | ELI LILLY & CO | $33.82万 | 0.24% | 282 | 17 | 6.4% | $2.04万 | 加仓 |
| PLD | PROLOGIS INC. | $33.85万 | 0.24% | 2,499 | -1,359 | -35.2% | -$18.41万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $34.67万 | 0.25% | 7,036 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $35.52万 | 0.26% | 5,989 | -7,192 | -54.6% | -$42.66万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.67万 | 0.26% | 6,315 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $36.40万 | 0.26% | 3,214 | -195 | -5.7% | -$2.21万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $36.42万 | 0.26% | 11,391 | -357 | -3.0% | -$1.14万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.87万 | 0.27% | 887 | 27 | 3.1% | $1.12万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $37.75万 | 0.27% | 2,038 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ETF TR | $37.92万 | 0.27% | 7,498 | -3,348 | -30.9% | -$16.93万 | 减仓 |
| WM | WASTE MGMT INC DEL | $39.65万 | 0.29% | 1,779 | -38 | -2.1% | -$8,470 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $39.97万 | 0.29% | 4,145 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $40.89万 | 0.29% | 7,476 | -18 | -0.2% | -$985 | 减仓 |
| AGG | ISHARES TR | $41.08万 | 0.30% | 4,150 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $42.53万 | 0.31% | 3,384 | -1,145 | -25.3% | -$14.39万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $44.77万 | 0.32% | 5,101 | -24 | -0.5% | -$2,106 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $47.27万 | 0.34% | 4,719 | -1,219 | -20.5% | -$12.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $47.69万 | 0.34% | 1,457 | 11 | 0.8% | $3,601 | 加仓 |
| IWR | ISHARES TR | $47.78万 | 0.34% | 4,331 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $47.89万 | 0.34% | 1,294 | 33 | 2.6% | $1.22万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $48.14万 | 0.35% | 6,671 | -203 | -3.0% | -$1.46万 | 减仓 |
| — | ELECTRONIC ARTS INC | $48.59万 | 0.35% | 2,370 | -81 | -3.3% | -$1.66万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $51.07万 | 0.37% | 5,917 | -2,265 | -27.7% | -$19.55万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $51.57万 | 0.37% | 1,190 | 16 | 1.4% | $6,933 | 加仓 |
| VB | VANGUARD INDEX FDS | $51.82万 | 0.37% | 1,710 | 14 | 0.8% | $4,243 | 加仓 |
| IEMG | ISHARES INC | $51.86万 | 0.37% | 6,260 | 5 | 0.1% | $414 | 加仓 |
| IEFA | ISHARES TR | $56.88万 | 0.41% | 5,889 | 180 | 3.2% | $1.74万 | 加仓 |
| IWM | ISHARES TR | $57.09万 | 0.41% | 1,900 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $59.00万 | 0.42% | 6,779 | -259 | -3.7% | -$2.25万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $60.22万 | 0.43% | 2,763 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.65万 | 0.44% | 1,270 | 167 | 15.1% | $7.98万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $63.08万 | 0.45% | 12,357 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $63.12万 | 0.45% | 6,358 | -353 | -5.3% | -$3.50万 | 减仓 |
| LMND | LEMONADE INC | $63.21万 | 0.45% | 9,717 | -11 | -0.1% | -$716 | 减仓 |
| ISCG | ISHARES TR | $63.87万 | 0.46% | 9,745 | 1,692 | 21.0% | $11.09万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $64.02万 | 0.46% | 1,142 | -199 | -14.8% | -$11.16万 | 减仓 |
| IVV | ISHARES TR | $68.37万 | 0.49% | 913 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $68.54万 | 0.49% | 4,367 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $69.14万 | 0.50% | 20,432 | -252 | -1.2% | -$8,528 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $69.46万 | 0.50% | 2,106 | -213 | -9.2% | -$7.02万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.91万 | 0.52% | 1,457 | -11 | -0.7% | -$5,504 | 减仓 |
| SNOW | SNOWFLAKE INC | $74.08万 | 0.53% | 2,911 | -735 | -20.2% | -$18.71万 | 减仓 |
| NET | CLOUDFLARE INC | $76.09万 | 0.55% | 3,102 | -9 | -0.3% | -$2,208 | 减仓 |
| SBUX | STARBUCKS CORP | $77.11万 | 0.55% | 7,546 | -90 | -1.2% | -$9,197 | 减仓 |
| ZS | ZSCALER INC | $78.25万 | 0.56% | 5,544 | -146 | -2.6% | -$2.06万 | 减仓 |