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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,080.32万 | 8.12% | 61,945 | -191 | -0.3% | -$3.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $906.77万 | 6.81% | 24,496 | 1,072 | 4.6% | $39.68万 | 加仓 |
| AMZN | AMAZON COM INC | $850.30万 | 6.39% | 40,827 | -703 | -1.7% | -$14.64万 | 减仓 |
| SHOP | SHOPIFY INC | $625.79万 | 4.70% | 52,756 | -1,526 | -2.8% | -$18.10万 | 减仓 |
| GOOG | ALPHABET INC | $588.78万 | 4.42% | 20,525 | -336 | -1.6% | -$9.64万 | 减仓 |
| AAPL | APPLE INC | $578.64万 | 4.35% | 22,800 | 998 | 4.6% | $25.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $435.95万 | 3.28% | 7,296 | 1,168 | 19.1% | $69.79万 | 加仓 |
| META | META PLATFORMS INC | $419.96万 | 3.15% | 7,340 | 245 | 3.5% | $14.02万 | 加仓 |
| TSLA | TESLA INC | $389.19万 | 2.92% | 10,469 | -2,629 | -20.1% | -$97.73万 | 减仓 |
| TMFC | RBB FD INC | $342.21万 | 2.57% | 51,874 | 1,723 | 3.4% | $11.37万 | 加仓 |
| NFLX | NETFLIX INC. | $340.42万 | 2.56% | 35,405 | -352 | -1.0% | -$3.38万 | 减仓 |
| MELI | MERCADOLIBRE INC | $286.50万 | 2.15% | 1,657 | 26 | 1.6% | $4.50万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $268.80万 | 2.02% | 21,893 | -175 | -0.8% | -$2.15万 | 减仓 |
| VGT | VANGUARD WORLD FD | $240.71万 | 1.81% | 3,450 | 84 | 2.5% | $5.86万 | 加仓 |
| GOOGL | ALPHABET INC | $207.73万 | 1.56% | 7,224 | 2,042 | 39.4% | $58.72万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $192.55万 | 1.45% | 35,625 | 6,867 | 23.9% | $37.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $171.94万 | 1.29% | 3,441 | 87 | 2.6% | $4.35万 | 加仓 |
| TTD | THE TRADE DESK INC | $163.44万 | 1.23% | 72,032 | -2,524 | -3.4% | -$5.73万 | 减仓 |
| AVGO | BROADCOM INC | $157.37万 | 1.18% | 5,084 | -38 | -0.7% | -$1.18万 | 减仓 |
| VO | VANGUARD INDEX FDS | $153.97万 | 1.16% | 5,362 | -19 | -0.4% | -$5,456 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $153.11万 | 1.15% | 15,453 | 15,453 | — | $153.11万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $151.09万 | 1.14% | 3,870 | -205 | -5.0% | -$8.00万 | 减仓 |
| VV | VANGUARD INDEX FDS | $134.49万 | 1.01% | 4,500 | -160 | -3.4% | -$4.78万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $109.32万 | 0.82% | 32,372 | 539 | 1.7% | $1.82万 | 加仓 |
| ABNB | AIRBNB INC | $104.46万 | 0.78% | 8,272 | 458 | 5.9% | $5.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $102.63万 | 0.77% | 1,030 | -23 | -2.2% | -$2.29万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $101.70万 | 0.76% | 31,770 | 309 | 1.0% | $9,891 | 加仓 |
| DIS | DISNEY WALT CO | $94.07万 | 0.71% | 9,760 | -30 | -0.3% | -$2,891 | 减仓 |
| QQQ | INVESCO QQQ TR | $87.34万 | 0.66% | 1,513 | -20 | -1.3% | -$1.15万 | 减仓 |
| ASML | ASML HLDG NV | $85.19万 | 0.64% | 645 | 23 | 3.7% | $3.04万 | 加仓 |
| ZS | ZSCALER INC | $79.83万 | 0.60% | 5,690 | 21 | 0.4% | $2,946 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $79.23万 | 0.60% | 2,319 | -220 | -8.7% | -$7.52万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $76.31万 | 0.57% | 3,751 | 183 | 5.1% | $3.72万 | 加仓 |
| DDOG | DATADOG INC | $75.22万 | 0.57% | 6,372 | -42 | -0.7% | -$4,958 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $72.94万 | 0.55% | 12,357 | -127 | -1.0% | -$7,497 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.35万 | 0.53% | 1,468 | 322 | 28.1% | $15.43万 | 加仓 |
| NOW | SERVICENOW INC | $70.16万 | 0.53% | 6,711 | 96 | 1.5% | $1.00万 | 加仓 |
| SBUX | STARBUCKS CORP | $68.41万 | 0.51% | 7,636 | 136 | 1.8% | $1.22万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $65.78万 | 0.49% | 8,182 | 1,081 | 15.2% | $8.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $65.46万 | 0.49% | 3,164 | 408 | 14.8% | $8.44万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $65.23万 | 0.49% | 13,181 | -31 | -0.2% | -$1,534 | 减仓 |
| NET | CLOUDFLARE INC | $64.19万 | 0.48% | 3,111 | -216 | -6.5% | -$4.46万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $63.59万 | 0.48% | 12,708 | -30 | -0.2% | -$1,501 | 减仓 |
| LMND | LEMONADE INC | $60.98万 | 0.46% | 9,728 | -427 | -4.2% | -$2.68万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $60.40万 | 0.45% | 4,367 | 1,853 | 73.7% | $25.63万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $60.25万 | 0.45% | 20,684 | 3,699 | 21.8% | $10.78万 | 加仓 |
| IVV | ISHARES TR | $59.64万 | 0.45% | 913 | 259 | 39.6% | $16.92万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $59.49万 | 0.45% | 5,938 | 1,566 | 35.8% | $15.69万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $56.95万 | 0.43% | 1,341 | -119 | -8.2% | -$5.05万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $55.05万 | 0.41% | 4,529 | 753 | 19.9% | $9.15万 | 加仓 |
| SNOW | SNOWFLAKE INC | $54.99万 | 0.41% | 3,646 | -568 | -13.5% | -$8.57万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $54.83万 | 0.41% | 10,846 | 2,393 | 28.3% | $12.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $54.21万 | 0.41% | 2,763 | 280 | 11.3% | $5.49万 | 加仓 |
| IEFA | ISHARES TR | $51.68万 | 0.39% | 5,709 | 5,709 | — | $51.68万 | 新建仓 |
| OKTA | OKTA INC | $51.00万 | 0.38% | 6,479 | -35 | -0.5% | -$2,755 | 减仓 |
| PLD | PROLOGIS INC. | $50.99万 | 0.38% | 3,858 | 596 | 18.3% | $7.88万 | 加仓 |
| — | ELECTRONIC ARTS INC | $49.97万 | 0.38% | 2,451 | -105 | -4.1% | -$2.14万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $49.44万 | 0.37% | 6,874 | 100 | 1.5% | $7,193 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.33万 | 0.37% | 3,372 | -4 | -0.1% | -$585 | 减仓 |
| NEE | NEXTERA ENERGY INC | $47.60万 | 0.36% | 5,125 | 833 | 19.4% | $7.74万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $47.20万 | 0.35% | 7,038 | -374 | -5.0% | -$2.51万 | 减仓 |
| IWM | ISHARES TR | $47.12万 | 0.35% | 1,900 | 1,900 | — | $47.12万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $46.05万 | 0.35% | 1,363 | 44 | 3.3% | $1.49万 | 加仓 |
| VB | VANGUARD INDEX FDS | $44.41万 | 0.33% | 1,696 | -447 | -20.9% | -$11.70万 | 减仓 |
| ISCG | ISHARES TR | $44.13万 | 0.33% | 8,053 | 161 | 2.0% | $8,823 | 加仓 |
| IEMG | ISHARES INC | $43.63万 | 0.33% | 6,255 | 6,255 | — | $43.63万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $42.54万 | 0.32% | 1,446 | 508 | 54.2% | $14.94万 | 加仓 |
| WMT | WALMART INC | $42.37万 | 0.32% | 3,409 | 381 | 12.6% | $4.74万 | 加仓 |
| IWR | ISHARES TR | $42.11万 | 0.32% | 4,331 | 4,331 | — | $42.11万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $41.76万 | 0.31% | 1,817 | -26 | -1.4% | -$5,975 | 减仓 |
| AGG | ISHARES TR | $41.20万 | 0.31% | 4,150 | 4,150 | — | $41.20万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $40.44万 | 0.30% | 1,261 | -118 | -8.6% | -$3.78万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $39.45万 | 0.30% | 6,157 | 6,157 | — | $39.45万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $39.39万 | 0.30% | 11,748 | -97 | -0.8% | -$3,253 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $38.65万 | 0.29% | 8,546 | -1,126 | -11.6% | -$5.09万 | 减仓 |
| CRM | SALESFORCE INC | $37.73万 | 0.28% | 2,021 | 9 | 0.4% | $1,680 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.28万 | 0.28% | 1,103 | -27 | -2.4% | -$9,125 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $36.77万 | 0.28% | 4,145 | 800 | 23.9% | $7.10万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.79万 | 0.27% | 6,315 | 6,315 | — | $35.79万 | 新建仓 |
| IJH | ISHARES TR | $34.61万 | 0.26% | 5,125 | 5,125 | — | $34.61万 | 新建仓 |
| ADBE | ADOBE INC | $33.76万 | 0.25% | 1,389 | 60 | 4.5% | $1.46万 | 加仓 |
| WD | WALKER & DUNLOP INC | $33.26万 | 0.25% | 7,494 | 10 | 0.1% | $444 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $33.04万 | 0.25% | 1,811 | -65 | -3.5% | -$1.19万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $32.96万 | 0.25% | 2,038 | 212 | 11.6% | $3.43万 | 加仓 |
| VEEV | VEEVA SYS INC | $32.94万 | 0.25% | 1,875 | 395 | 26.7% | $6.94万 | 加仓 |
| UPWK | UPWORK INC | $32.67万 | 0.25% | 29,804 | -855 | -2.8% | -$9,371 | 减仓 |
| DIV | GLOBAL X FDS | $32.44万 | 0.24% | 17,163 | 17,163 | — | $32.44万 | 新建仓 |
| EFV | ISHARES TR | $31.00万 | 0.23% | 4,169 | 4,169 | — | $31.00万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $30.03万 | 0.23% | 2,292 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $29.93万 | 0.22% | 7,036 | 1,746 | 33.0% | $7.43万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $28.52万 | 0.21% | 1,529 | 1,529 | — | $28.52万 | 新建仓 |
| ROKU | ROKU INC | $27.82万 | 0.21% | 2,940 | -116 | -3.8% | -$1.10万 | 减仓 |
| V | VISA INC | $27.73万 | 0.21% | 917 | 76 | 9.0% | $2.30万 | 加仓 |
| EFG | ISHARES TR | $27.54万 | 0.21% | 2,473 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $27.37万 | 0.21% | 65 | 2 | 3.2% | $8,421 | 加仓 |
| PSX | PHILLIPS 66 | $26.40万 | 0.20% | 1,449 | 1,449 | — | $26.40万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $26.26万 | 0.20% | 10,373 | 10,373 | — | $26.26万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $26.17万 | 0.20% | 12,179 | 12,179 | — | $26.17万 | 新建仓 |
| JD | JD.COM INC | $25.78万 | 0.19% | 8,717 | -46 | -0.5% | -$1,360 | 减仓 |
| VXUS | VANGUARD STAR FDS | $25.69万 | 0.19% | 3,332 | -855 | -20.4% | -$6.59万 | 减仓 |