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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $70.16万 | 0.53% | 6,711 | 96 | 1.5% | $1.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.35万 | 0.53% | 1,468 | 322 | 28.1% | $15.43万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $72.94万 | 0.55% | 12,357 | -127 | -1.0% | -$7,497 | 减仓 |
| DDOG | DATADOG INC | $75.22万 | 0.57% | 6,372 | -42 | -0.7% | -$4,958 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $76.31万 | 0.57% | 3,751 | 183 | 5.1% | $3.72万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $79.23万 | 0.60% | 2,319 | -220 | -8.7% | -$7.52万 | 减仓 |
| ZS | ZSCALER INC | $79.83万 | 0.60% | 5,690 | 21 | 0.4% | $2,946 | 加仓 |
| ASML | ASML HLDG NV | $85.19万 | 0.64% | 645 | 23 | 3.7% | $3.04万 | 加仓 |
| QQQ | INVESCO QQQ TR | $87.34万 | 0.66% | 1,513 | -20 | -1.3% | -$1.15万 | 减仓 |
| DIS | DISNEY WALT CO | $94.07万 | 0.71% | 9,760 | -30 | -0.3% | -$2,891 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $101.70万 | 0.76% | 31,770 | 309 | 1.0% | $9,891 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $102.63万 | 0.77% | 1,030 | -23 | -2.2% | -$2.29万 | 减仓 |
| ABNB | AIRBNB INC | $104.46万 | 0.78% | 8,272 | 458 | 5.9% | $5.78万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $109.32万 | 0.82% | 32,372 | 539 | 1.7% | $1.82万 | 加仓 |
| VV | VANGUARD INDEX FDS | $134.49万 | 1.01% | 4,500 | -160 | -3.4% | -$4.78万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $151.09万 | 1.14% | 3,870 | -205 | -5.0% | -$8.00万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $153.11万 | 1.15% | 15,453 | 15,453 | — | $153.11万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $153.97万 | 1.16% | 5,362 | -19 | -0.4% | -$5,456 | 减仓 |
| AVGO | BROADCOM INC | $157.37万 | 1.18% | 5,084 | -38 | -0.7% | -$1.18万 | 减仓 |
| TTD | THE TRADE DESK INC | $163.44万 | 1.23% | 72,032 | -2,524 | -3.4% | -$5.73万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $171.94万 | 1.29% | 3,441 | 87 | 2.6% | $4.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $192.55万 | 1.45% | 35,625 | 6,867 | 23.9% | $37.12万 | 加仓 |
| GOOGL | ALPHABET INC | $207.73万 | 1.56% | 7,224 | 2,042 | 39.4% | $58.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $240.71万 | 1.81% | 3,450 | 84 | 2.5% | $5.86万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $268.80万 | 2.02% | 21,893 | -175 | -0.8% | -$2.15万 | 减仓 |
| MELI | MERCADOLIBRE INC | $286.50万 | 2.15% | 1,657 | 26 | 1.6% | $4.50万 | 加仓 |
| NFLX | NETFLIX INC. | $340.42万 | 2.56% | 35,405 | -352 | -1.0% | -$3.38万 | 减仓 |
| TMFC | RBB FD INC | $342.21万 | 2.57% | 51,874 | 1,723 | 3.4% | $11.37万 | 加仓 |
| TSLA | TESLA INC | $389.19万 | 2.92% | 10,469 | -2,629 | -20.1% | -$97.73万 | 减仓 |
| META | META PLATFORMS INC | $419.96万 | 3.15% | 7,340 | 245 | 3.5% | $14.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $435.95万 | 3.28% | 7,296 | 1,168 | 19.1% | $69.79万 | 加仓 |
| AAPL | APPLE INC | $578.64万 | 4.35% | 22,800 | 998 | 4.6% | $25.33万 | 加仓 |
| GOOG | ALPHABET INC | $588.78万 | 4.42% | 20,525 | -336 | -1.6% | -$9.64万 | 减仓 |
| SHOP | SHOPIFY INC | $625.79万 | 4.70% | 52,756 | -1,526 | -2.8% | -$18.10万 | 减仓 |
| AMZN | AMAZON COM INC | $850.30万 | 6.39% | 40,827 | -703 | -1.7% | -$14.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $906.77万 | 6.81% | 24,496 | 1,072 | 4.6% | $39.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,080.32万 | 8.12% | 61,945 | -191 | -0.3% | -$3.33万 | 减仓 |