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 |
|---|---|---|---|---|---|---|---|---|
| EBAY | EBAY INC. | $25.52万 | 0.19% | 2,804 | -558 | -16.6% | -$5.08万 | 减仓 |
| MDT | MEDTRONIC PLC | $25.41万 | 0.19% | 2,932 | 2,932 | — | $25.41万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $25.14万 | 0.19% | 1,268 | -11 | -0.9% | -$2,181 | 减仓 |
| LRCX | LAM RESEARCH CORP | $25.08万 | 0.19% | 1,174 | -56 | -4.6% | -$1.20万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $24.98万 | 0.19% | 2,983 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.55万 | 0.18% | 378 | 1 | 0.3% | $650 | 加仓 |
| LLY | ELI LILLY & CO | $24.37万 | 0.18% | 265 | 37 | 16.2% | $3.40万 | 加仓 |
| U | UNITY SOFTWARE INC | $24.10万 | 0.18% | 10,984 | 1,809 | 19.7% | $3.97万 | 加仓 |
| SNPS | SYNOPSYS INC | $23.55万 | 0.18% | 594 | -5 | -0.8% | -$1,982 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.33万 | 0.18% | 7,604 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $23.27万 | 0.17% | 860 | 860 | — | $23.27万 | 新建仓 |
| EOG | EOG RES INC | $23.20万 | 0.17% | 1,605 | -545 | -25.3% | -$7.88万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $23.00万 | 0.17% | 5,077 | -35 | -0.7% | -$1,585 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $22.56万 | 0.17% | 7,398 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $22.28万 | 0.17% | 4,460 | -1,546 | -25.7% | -$7.72万 | 减仓 |
| P | EVERPURE INC | $22.12万 | 0.17% | 3,746 | 3,746 | — | $22.12万 | 新建仓 |
| IJR | ISHARES TR | $21.75万 | 0.16% | 1,749 | 1,749 | — | $21.75万 | 新建仓 |
| IWS | ISHARES TR | $21.21万 | 0.16% | 1,455 | 1,455 | — | $21.21万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $21.13万 | 0.16% | 5,885 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $20.93万 | 0.16% | 484 | 34 | 7.6% | $1.47万 | 加仓 |
| DOCU | DOCUSIGN INC | $20.65万 | 0.16% | 4,356 | -169 | -3.7% | -$8,012 | 减仓 |
| HAS | HASBRO INC | $20.48万 | 0.15% | 2,188 | 2,188 | — | $20.48万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.19万 | 0.15% | 4,141 | 4,141 | — | $20.19万 | 新建仓 |
| 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 |