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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $25.32万 | 0.18% | 3,284 | -1,841 | -35.9% | -$14.19万 | 减仓 |
| UPWK | UPWORK INC | $24.10万 | 0.17% | 28,831 | -973 | -3.3% | -$8,134 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $23.97万 | 0.17% | 959 | 5 | 0.5% | $1,250 | 重新持有 |
| IWS | ISHARES TR | $23.95万 | 0.17% | 1,455 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $23.91万 | 0.17% | 2,129 | -163 | -7.1% | -$1.83万 | 减仓 |
| BAC | BANK OF AMER CORP | $23.87万 | 0.17% | 4,190 | 49 | 1.2% | $2,792 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.57万 | 0.17% | 7,433 | -171 | -2.2% | -$5,422 | 减仓 |
| ESGV | VANGUARD WORLD FD | $22.94万 | 0.17% | 1,735 | 1,735 | — | $22.94万 | 新建仓 |
| FROG | JFROG LTD | $22.77万 | 0.16% | 2,505 | 2,505 | — | $22.77万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $22.58万 | 0.16% | 6,374 | 141 | 2.3% | $4,996 | 重新持有 |
| JD | JD.COM INC | $22.35万 | 0.16% | 8,773 | 56 | 0.6% | $1,427 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $22.07万 | 0.16% | 5,885 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $21.60万 | 0.16% | 2,741 | -1,005 | -26.8% | -$7.92万 | 减仓 |
| QUAL | ISHARES TR | $21.18万 | 0.15% | 965 | 965 | — | $21.18万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.02万 | 0.15% | 1,330 | 1,330 | — | $21.02万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.76万 | 0.15% | 7,168 | 7,168 | — | $20.76万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $20.24万 | 0.15% | 1,855 | 1,855 | — | $20.24万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $20.15万 | 0.15% | 2,880 | -103 | -3.5% | -$7,208 | 减仓 |
| UNP | UNION PAC CORP | $20.09万 | 0.14% | 739 | 739 | — | $20.09万 | 新建仓 |
| 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 |