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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,145.63万 | 8.24% | 57,256 | -4,689 | -7.6% | -$93.82万 | 减仓 |
| AMZN | AMAZON COM INC | $956.03万 | 6.88% | 40,112 | -715 | -1.8% | -$17.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $791.00万 | 5.69% | 21,205 | -3,291 | -13.4% | -$122.76万 | 减仓 |
| AAPL | APPLE INC | $664.75万 | 4.78% | 22,973 | 173 | 0.8% | $5.01万 | 加仓 |
| GOOG | ALPHABET INC | $605.33万 | 4.36% | 17,132 | -3,393 | -16.5% | -$119.88万 | 减仓 |
| SHOP | SHOPIFY INC | $580.72万 | 4.18% | 50,860 | -1,896 | -3.6% | -$21.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $499.99万 | 3.60% | 7,280 | -16 | -0.2% | -$1.10万 | 减仓 |
| TMFC | RBB FD INC | $395.14万 | 2.84% | 51,883 | 9 | 0.0% | $685 | 加仓 |
| META | META PLATFORMS INC | $392.07万 | 2.82% | 6,960 | -380 | -5.2% | -$21.41万 | 减仓 |
| VGT | VANGUARD WORLD FD | $376.44万 | 2.71% | 31,496 | 3,896 | 14.1% | $46.56万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $367.13万 | 2.64% | 21,611 | -282 | -1.3% | -$4.79万 | 减仓 |
| TSLA | TESLA INC | $364.49万 | 2.62% | 8,666 | -1,803 | -17.2% | -$75.83万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $285.41万 | 2.05% | 3,740 | -130 | -3.4% | -$9.92万 | 减仓 |
| MELI | MERCADOLIBRE INC | $259.02万 | 1.86% | 1,526 | -131 | -7.9% | -$22.24万 | 减仓 |
| GOOGL | ALPHABET INC | $251.44万 | 1.81% | 7,036 | -188 | -2.6% | -$6.72万 | 减仓 |
| NFLX | NETFLIX INC. | $247.35万 | 1.78% | 34,643 | -762 | -2.2% | -$5.44万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $220.40万 | 1.59% | 3,794 | 43 | 1.1% | $2.50万 | 加仓 |
| AVGO | BROADCOM INC | $190.15万 | 1.37% | 5,034 | -50 | -1.0% | -$1.89万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $189.47万 | 1.36% | 31,742 | -3,883 | -10.9% | -$23.18万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $173.54万 | 1.25% | 3,379 | -62 | -1.8% | -$3.18万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $157.91万 | 1.14% | 1,368 | 5 | 0.4% | $5,771 | 加仓 |
| DDOG | DATADOG INC | $155.25万 | 1.12% | 5,963 | -409 | -6.4% | -$10.65万 | 减仓 |
| VO | VANGUARD INDEX FDS | $139.39万 | 1.00% | 17,300 | -4,148 | -19.3% | -$33.42万 | 减仓 |
| TTD | THE TRADE DESK INC | $124.14万 | 0.89% | 68,659 | -3,373 | -4.7% | -$6.10万 | 减仓 |
| VV | VANGUARD INDEX FDS | $117.67万 | 0.85% | 3,421 | -1,079 | -24.0% | -$37.11万 | 减仓 |
| ASML | ASML HLDG NV | $116.98万 | 0.84% | 588 | -57 | -8.8% | -$11.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $111.44万 | 0.80% | 1,513 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $107.90万 | 0.78% | 31,735 | -35 | -0.1% | -$1,190 | 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 |
| ABNB | AIRBNB INC | $96.86万 | 0.70% | 6,769 | -1,503 | -18.2% | -$21.51万 | 减仓 |
| DIS | DISNEY WALT CO | $93.92万 | 0.68% | 9,758 | -2 | -0.0% | -$193 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $93.55万 | 0.67% | 1,000 | -30 | -2.9% | -$2.81万 | 减仓 |
| OKTA | OKTA INC | $81.45万 | 0.59% | 5,969 | -510 | -7.9% | -$6.96万 | 减仓 |
| ZS | ZSCALER INC | $78.25万 | 0.56% | 5,544 | -146 | -2.6% | -$2.06万 | 减仓 |
| SBUX | STARBUCKS CORP | $77.11万 | 0.55% | 7,546 | -90 | -1.2% | -$9,197 | 减仓 |
| NET | CLOUDFLARE INC | $76.09万 | 0.55% | 3,102 | -9 | -0.3% | -$2,208 | 减仓 |
| SNOW | SNOWFLAKE INC | $74.08万 | 0.53% | 2,911 | -735 | -20.2% | -$18.71万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.91万 | 0.52% | 1,457 | -11 | -0.7% | -$5,504 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $69.46万 | 0.50% | 2,106 | -213 | -9.2% | -$7.02万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $69.14万 | 0.50% | 20,432 | -252 | -1.2% | -$8,528 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $68.54万 | 0.49% | 4,367 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $68.37万 | 0.49% | 913 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $64.02万 | 0.46% | 1,142 | -199 | -14.8% | -$11.16万 | 减仓 |
| ISCG | ISHARES TR | $63.87万 | 0.46% | 9,745 | 1,692 | 21.0% | $11.09万 | 加仓 |
| LMND | LEMONADE INC | $63.21万 | 0.45% | 9,717 | -11 | -0.1% | -$716 | 减仓 |
| NOW | SERVICENOW INC | $63.12万 | 0.45% | 6,358 | -353 | -5.3% | -$3.50万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $63.08万 | 0.45% | 12,357 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.65万 | 0.44% | 1,270 | 167 | 15.1% | $7.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $60.22万 | 0.43% | 2,763 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $59.00万 | 0.42% | 6,779 | -259 | -3.7% | -$2.25万 | 减仓 |
| IWM | ISHARES TR | $57.09万 | 0.41% | 1,900 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $56.88万 | 0.41% | 5,889 | 180 | 3.2% | $1.74万 | 加仓 |
| IEMG | ISHARES INC | $51.86万 | 0.37% | 6,260 | 5 | 0.1% | $414 | 加仓 |
| VB | VANGUARD INDEX FDS | $51.82万 | 0.37% | 1,710 | 14 | 0.8% | $4,243 | 加仓 |
| LRCX | LAM RESEARCH CORP | $51.57万 | 0.37% | 1,190 | 16 | 1.4% | $6,933 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $51.07万 | 0.37% | 5,917 | -2,265 | -27.7% | -$19.55万 | 减仓 |
| — | ELECTRONIC ARTS INC | $48.59万 | 0.35% | 2,370 | -81 | -3.3% | -$1.66万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $48.14万 | 0.35% | 6,671 | -203 | -3.0% | -$1.46万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $47.89万 | 0.34% | 1,294 | 33 | 2.6% | $1.22万 | 加仓 |
| IWR | ISHARES TR | $47.78万 | 0.34% | 4,331 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $47.69万 | 0.34% | 1,457 | 11 | 0.8% | $3,601 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $47.27万 | 0.34% | 4,719 | -1,219 | -20.5% | -$12.21万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $44.77万 | 0.32% | 5,101 | -24 | -0.5% | -$2,106 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $42.53万 | 0.31% | 3,384 | -1,145 | -25.3% | -$14.39万 | 减仓 |
| AGG | ISHARES TR | $41.08万 | 0.30% | 4,150 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $40.89万 | 0.29% | 7,476 | -18 | -0.2% | -$985 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $39.97万 | 0.29% | 4,145 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $39.65万 | 0.29% | 1,779 | -38 | -2.1% | -$8,470 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $37.92万 | 0.27% | 7,498 | -3,348 | -30.9% | -$16.93万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $37.75万 | 0.27% | 2,038 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $36.87万 | 0.27% | 887 | 27 | 3.1% | $1.12万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $36.42万 | 0.26% | 11,391 | -357 | -3.0% | -$1.14万 | 减仓 |
| WMT | WALMART INC | $36.40万 | 0.26% | 3,214 | -195 | -5.7% | -$2.21万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.67万 | 0.26% | 6,315 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $35.52万 | 0.26% | 5,989 | -7,192 | -54.6% | -$42.66万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $34.67万 | 0.25% | 7,036 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $33.85万 | 0.24% | 2,499 | -1,359 | -35.2% | -$18.41万 | 减仓 |
| LLY | ELI LILLY & CO | $33.82万 | 0.24% | 282 | 17 | 6.4% | $2.04万 | 加仓 |
| CVX | CHEVRON CORPORATION | $33.77万 | 0.24% | 2,037 | -1,127 | -35.6% | -$18.68万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.39万 | 0.24% | 4,686 | -1,471 | -23.9% | -$10.48万 | 减仓 |
| ROKU | ROKU INC | $33.26万 | 0.24% | 2,408 | -532 | -18.1% | -$7.35万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $32.94万 | 0.24% | 966 | 966 | — | $32.94万 | 新建仓 |
| DIV | GLOBAL X FDS | $32.70万 | 0.24% | 17,163 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $31.91万 | 0.23% | 4,169 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $31.62万 | 0.23% | 5,691 | -7,017 | -55.2% | -$38.99万 | 减仓 |
| V | VISA INC | $31.03万 | 0.22% | 904 | -13 | -1.4% | -$4,462 | 减仓 |
| EFG | ISHARES TR | $30.77万 | 0.22% | 2,473 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $29.93万 | 0.22% | 1,910 | -111 | -5.5% | -$1.74万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $29.77万 | 0.21% | 1,484 | -327 | -18.1% | -$6.56万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $29.40万 | 0.21% | 6,809 | -1,737 | -20.3% | -$7.50万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $28.84万 | 0.21% | 12,179 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $28.82万 | 0.21% | 1,617 | -8 | -0.5% | -$1,426 | 减仓 |
| VXUS | VANGUARD STAR FDS | $28.80万 | 0.21% | 3,369 | 37 | 1.1% | $3,163 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.20万 | 0.20% | 378 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $27.28万 | 0.20% | 9,545 | -1,439 | -13.1% | -$4.11万 | 减仓 |
| SNPS | SYNOPSYS INC | $26.85万 | 0.19% | 602 | 8 | 1.3% | $3,569 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $26.14万 | 0.19% | 1,169 | -360 | -23.5% | -$8.05万 | 减仓 |
| ADBE | ADOBE INC | $26.02万 | 0.19% | 1,269 | -120 | -8.6% | -$2.46万 | 减仓 |
| IJR | ISHARES TR | $25.95万 | 0.19% | 1,749 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $25.75万 | 0.19% | 7,398 | 0 | 0.0% | — | 不变 |