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 |
|---|---|---|---|---|---|---|---|---|
| OKTA | OKTA INC | $81.45万 | 0.59% | 5,969 | -510 | -7.9% | -$6.96万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $93.55万 | 0.67% | 1,000 | -30 | -2.9% | -$2.81万 | 减仓 |
| DIS | DISNEY WALT CO | $93.92万 | 0.68% | 9,758 | -2 | -0.0% | -$193 | 减仓 |
| ABNB | AIRBNB INC | $96.86万 | 0.70% | 6,769 | -1,503 | -18.2% | -$21.51万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $101.31万 | 0.73% | 27,732 | -4,640 | -14.3% | -$16.95万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $107.90万 | 0.78% | 31,735 | -35 | -0.1% | -$1,190 | 减仓 |
| QQQ | INVESCO QQQ TR | $111.44万 | 0.80% | 1,513 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $116.98万 | 0.84% | 588 | -57 | -8.8% | -$11.34万 | 减仓 |
| VV | VANGUARD INDEX FDS | $117.67万 | 0.85% | 3,421 | -1,079 | -24.0% | -$37.11万 | 减仓 |
| TTD | THE TRADE DESK INC | $124.14万 | 0.89% | 68,659 | -3,373 | -4.7% | -$6.10万 | 减仓 |
| VO | VANGUARD INDEX FDS | $139.39万 | 1.00% | 17,300 | -4,148 | -19.3% | -$33.42万 | 减仓 |
| DDOG | DATADOG INC | $155.25万 | 1.12% | 5,963 | -409 | -6.4% | -$10.65万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $157.91万 | 1.14% | 1,368 | 5 | 0.4% | $5,771 | 加仓 |
| MA | MASTERCARD INCORPORATED | $173.54万 | 1.25% | 3,379 | -62 | -1.8% | -$3.18万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $189.47万 | 1.36% | 31,742 | -3,883 | -10.9% | -$23.18万 | 减仓 |
| AVGO | BROADCOM INC | $190.15万 | 1.37% | 5,034 | -50 | -1.0% | -$1.89万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $220.40万 | 1.59% | 3,794 | 43 | 1.1% | $2.50万 | 加仓 |
| NFLX | NETFLIX INC. | $247.35万 | 1.78% | 34,643 | -762 | -2.2% | -$5.44万 | 减仓 |
| GOOGL | ALPHABET INC | $251.44万 | 1.81% | 7,036 | -188 | -2.6% | -$6.72万 | 减仓 |
| MELI | MERCADOLIBRE INC | $259.02万 | 1.86% | 1,526 | -131 | -7.9% | -$22.24万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $285.41万 | 2.05% | 3,740 | -130 | -3.4% | -$9.92万 | 减仓 |
| TSLA | TESLA INC | $364.49万 | 2.62% | 8,666 | -1,803 | -17.2% | -$75.83万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $367.13万 | 2.64% | 21,611 | -282 | -1.3% | -$4.79万 | 减仓 |
| VGT | VANGUARD WORLD FD | $376.44万 | 2.71% | 31,496 | 3,896 | 14.1% | $46.56万 | 加仓 |
| META | META PLATFORMS INC | $392.07万 | 2.82% | 6,960 | -380 | -5.2% | -$21.41万 | 减仓 |
| TMFC | RBB FD INC | $395.14万 | 2.84% | 51,883 | 9 | 0.0% | $685 | 加仓 |
| VOO | VANGUARD INDEX FDS | $499.99万 | 3.60% | 7,280 | -16 | -0.2% | -$1.10万 | 减仓 |
| SHOP | SHOPIFY INC | $580.72万 | 4.18% | 50,860 | -1,896 | -3.6% | -$21.65万 | 减仓 |
| GOOG | ALPHABET INC | $605.33万 | 4.36% | 17,132 | -3,393 | -16.5% | -$119.88万 | 减仓 |
| AAPL | APPLE INC | $664.75万 | 4.78% | 22,973 | 173 | 0.8% | $5.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $791.00万 | 5.69% | 21,205 | -3,291 | -13.4% | -$122.76万 | 减仓 |
| AMZN | AMAZON COM INC | $956.03万 | 6.88% | 40,112 | -715 | -1.8% | -$17.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,145.63万 | 8.24% | 57,256 | -4,689 | -7.6% | -$93.82万 | 减仓 |