Cyndeo Wealth Partners, LLC
ST. PETERSBURG FL · SEC CIK 0001950947
$19.17亿2026Q1 申报市值
478持仓数
22.1%前十大占比 · 第一大 3.7%
42 / 38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
EXXON MOBIL CORP 加仓+$1,231.63万
PFE 加仓+$1,166.97万
CVX 加仓+$1,110.19万
T 加仓+$1,030.83万
BMY 加仓+$1,010.75万
2026Q1 卖出最多 按季末市值估算
PSLV 减仓-$1,248.02万
JNJ 减仓-$1,190.13万
WMB 减仓-$1,050.52万
TGT 减仓-$1,044.04万
ORI 清仓-$1,007.37万
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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES TR | $27.37万 | 0.01% | 2,458 | -267 | -9.8% | -$2.97万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $27.56万 | 0.01% | 5,534 | 107 | 2.0% | $5,330 | 加仓 |
| AIQ | GLOBAL X FDS | $27.67万 | 0.01% | 5,928 | 5,928 | — | $27.67万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $28.23万 | 0.01% | 7,608 | 1,640 | 27.5% | $6.09万 | 加仓 |
| FVD | FIRST TR VALUE LINE DIVID IN | $28.50万 | 0.01% | 6,059 | 11 | 0.2% | $517 | 加仓 |
| KRE | SPDR SERIES TRUST | $28.85万 | 0.02% | 4,428 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR MORNINGSTAR DIVID L | $29.17万 | 0.02% | 5,743 | 39 | 0.7% | $1,981 | 加仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $29.38万 | 0.02% | 28,522 | 2,512 | 9.7% | $2.59万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $29.56万 | 0.02% | 23,058 | -2,222 | -8.8% | -$2.85万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $29.67万 | 0.02% | 6,122 | 10 | 0.2% | $485 | 加仓 |
| HSIC | HENRY SCHEIN INC | $29.80万 | 0.02% | 4,043 | -97 | -2.3% | -$7,149 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $29.84万 | 0.02% | 11,678 | -1,247 | -9.6% | -$3.19万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $29.93万 | 0.02% | 2,392 | 88 | 3.8% | $1.10万 | 加仓 |
| STIP | ISHARES TR | $30.06万 | 0.02% | 2,906 | -1,960 | -40.3% | -$20.27万 | 减仓 |
| VPU | VANGUARD WORLD FD | $30.07万 | 0.02% | 1,518 | 122 | 8.7% | $2.42万 | 加仓 |
| SIL | GLOBAL X FDS | $30.09万 | 0.02% | 3,340 | -1,674 | -33.4% | -$15.08万 | 减仓 |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $30.21万 | 0.02% | 23,440 | 450 | 2.0% | $5,801 | 加仓 |
| CINF | CINCINNATI FINL CORP | $30.72万 | 0.02% | 1,953 | 105 | 5.7% | $1.65万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $31.12万 | 0.02% | 14,049 | 96 | 0.7% | $2,126 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.27万 | 0.02% | 10,750 | 10,750 | — | $31.27万 | 新建仓 |
| — | ISHARES INC | $31.45万 | 0.02% | 8,873 | -563 | -6.0% | -$2.00万 | 减仓 |
| TGT | TARGET CORP | $31.53万 | 0.02% | 2,601 | -86,129 | -97.1% | -$1,044.04万 | 减仓 |
| IWX | ISHARES TR | $31.61万 | 0.02% | 3,411 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $31.74万 | 0.02% | 4,098 | 1,998 | 95.1% | $15.48万 | 重新持有 |
| VONE | VANGUARD SCOTTSDALE FDS | $32.07万 | 0.02% | 1,087 | 0 | 0.0% | — | 不变 |
| EWI | ISHARES INC | $32.29万 | 0.02% | 6,045 | 85 | 1.4% | $4,541 | 加仓 |
| EWP | ISHARES INC | $32.41万 | 0.02% | 5,968 | -12 | -0.2% | -$652 | 减仓 |
| NOBL | PROSHARES TR | $32.48万 | 0.02% | 3,064 | 26 | 0.9% | $2,756 | 加仓 |
| IDXX | IDEXX LABS INC | $32.65万 | 0.02% | 581 | -47 | -7.5% | -$2.64万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $32.74万 | 0.02% | 4,126 | 4,126 | — | $32.74万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $33.69万 | 0.02% | 5,376 | 5,376 | — | $33.69万 | 新建仓 |
| EWH | ISHARES INC | $33.82万 | 0.02% | 14,645 | 489 | 3.5% | $1.13万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $34.05万 | 0.02% | 2,600 | 539 | 26.2% | $7.06万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $34.57万 | 0.02% | 4,762 | -995 | -17.3% | -$7.22万 | 减仓 |
| FTHI | FIRST TR EXCHANGE-TRADED FD | $34.77万 | 0.02% | 15,149 | -863 | -5.4% | -$1.98万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $35.18万 | 0.02% | 1,691 | 61 | 3.7% | $1.27万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $35.52万 | 0.02% | 4,902 | -586 | -10.7% | -$4.25万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.57万 | 0.02% | 3,591 | -58 | -1.6% | -$5,745 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $35.68万 | 0.02% | 5,141 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $35.89万 | 0.02% | 1,211 | -829 | -40.6% | -$24.57万 | 减仓 |
| — | ISHARES TR | $35.95万 | 0.02% | 14,008 | 14,008 | — | $35.95万 | 新建仓 |
| FDEM | FIDELITY COVINGTON TRUST | $36.05万 | 0.02% | 11,417 | -51 | -0.4% | -$1,611 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $36.51万 | 0.02% | 5,076 | 2,030 | 66.6% | $14.60万 | 加仓 |
| OMC | OMNICOM GROUP INC | $36.59万 | 0.02% | 4,859 | -3,113 | -39.0% | -$23.44万 | 减仓 |
| VMI | VALMONT INDS INC | $36.84万 | 0.02% | 922 | 37 | 4.2% | $1.48万 | 加仓 |
| PAYX | PAYCHEX INC | $36.94万 | 0.02% | 4,010 | 559 | 16.2% | $5.15万 | 加仓 |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $37.09万 | 0.02% | 1,717 | -7,980 | -82.3% | -$172.40万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $37.51万 | 0.02% | 5,643 | 452 | 8.7% | $3.00万 | 加仓 |
| MSTR | MICROSTRATEGY INC | $37.56万 | 0.02% | 3,009 | 267 | 9.7% | $3.33万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $37.57万 | 0.02% | 1,095 | 67 | 6.5% | $2.30万 | 加仓 |
| ADBE | ADOBE INC | $37.92万 | 0.02% | 1,560 | -311 | -16.6% | -$7.56万 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $37.97万 | 0.02% | 1,307 | 24 | 1.9% | $6,972 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC | $38.26万 | 0.02% | 17,852 | -24,000 | -57.3% | -$51.43万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $38.44万 | 0.02% | 8,195 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $38.53万 | 0.02% | 3,189 | 46 | 1.5% | $5,557 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $38.60万 | 0.02% | 2,243 | 39 | 1.8% | $6,711 | 加仓 |
| REGL | PROSHARES TR | $38.68万 | 0.02% | 4,477 | 61 | 1.4% | $5,270 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $39.10万 | 0.02% | 7,042 | -48 | -0.7% | -$2,665 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $39.44万 | 0.02% | 1,994 | -24 | -1.2% | -$4,747 | 减仓 |
| EIS | ISHARES INC | $39.45万 | 0.02% | 3,399 | -359 | -9.6% | -$4.17万 | 减仓 |
| SRE | SEMPRA | $39.66万 | 0.02% | 4,081 | 47 | 1.2% | $4,567 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $40.16万 | 0.02% | 4,163 | -336 | -7.5% | -$3.24万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $40.67万 | 0.02% | 2,197 | 9 | 0.4% | $1,666 | 加仓 |
| VLO | VALERO ENERGY CORP | $40.70万 | 0.02% | 1,647 | -32 | -1.9% | -$7,907 | 减仓 |
| CF | CF INDS HLDGS INC | $40.82万 | 0.02% | 3,144 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $40.98万 | 0.02% | 5,761 | -379 | -6.2% | -$2.70万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $41.38万 | 0.02% | 23,311 | 1,333 | 6.1% | $2.37万 | 加仓 |
| EMR | EMERSON ELEC CO | $41.52万 | 0.02% | 3,169 | 188 | 6.3% | $2.46万 | 加仓 |
| FXL | FIRST TR EXCHANGE TRADED FD | $41.97万 | 0.02% | 2,642 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $41.99万 | 0.02% | 2,188 | 69 | 3.3% | $1.32万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $42.07万 | 0.02% | 1,514 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $43.32万 | 0.02% | 2,925 | 50 | 1.7% | $7,405 | 加仓 |
| TLT | ISHARES TR | $43.34万 | 0.02% | 4,999 | 482 | 10.7% | $4.18万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.42万 | 0.02% | 883 | -1,170 | -57.0% | -$57.54万 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $43.76万 | 0.02% | 16,408 | 2,626 | 19.1% | $7.00万 | 加仓 |
| NTRS | NORTHERN TR CORP | $43.85万 | 0.02% | 3,142 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $44.12万 | 0.02% | 2,450 | -4 | -0.2% | -$720 | 减仓 |
| CVS | CVS HEALTH CORP | $44.23万 | 0.02% | 6,159 | 6,159 | — | $44.23万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.46万 | 0.02% | 1,288 | -115 | -8.2% | -$3.97万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $44.94万 | 0.02% | 8,923 | -606 | -6.4% | -$3.05万 | 减仓 |
| ALL | ALLSTATE CORP | $44.96万 | 0.02% | 2,169 | -147 | -6.3% | -$3.05万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $45.53万 | 0.02% | 6,570 | 669 | 11.3% | $4.64万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $45.55万 | 0.02% | 9,660 | 4,956 | 105.4% | $23.37万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $46.02万 | 0.02% | 13,651 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $46.33万 | 0.02% | 4,932 | -5,686 | -53.6% | -$53.41万 | 减仓 |
| FV | FIRST TR EXCHANGE-TRADED FD | $48.16万 | 0.03% | 7,968 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $48.38万 | 0.03% | 3,757 | 252 | 7.2% | $3.25万 | 加仓 |
| FICO | FAIR ISAAC CORP | $48.57万 | 0.03% | 455 | -22 | -4.6% | -$2.35万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $48.92万 | 0.03% | 4,123 | -450 | -9.8% | -$5.34万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $49.06万 | 0.03% | 16,458 | 666 | 4.2% | $1.99万 | 加仓 |
| ARKK | ARK ETF TR | $49.27万 | 0.03% | 7,289 | 1,753 | 31.7% | $11.85万 | 加仓 |
| CRM | SALESFORCE INC | $49.31万 | 0.03% | 2,642 | 22 | 0.8% | $4,106 | 加仓 |
| ET | ENERGY TRANSFER L P | $49.72万 | 0.03% | 25,763 | 1,681 | 7.0% | $3.24万 | 加仓 |
| TMUS | T-MOBILE US INC | $49.95万 | 0.03% | 2,378 | 166 | 7.5% | $3.49万 | 加仓 |
| AFL | AFLAC INC | $50.29万 | 0.03% | 4,584 | 43 | 0.9% | $4,718 | 加仓 |
| RDVY | FIRST TR EXCHANGE-TRADED FD | $50.31万 | 0.03% | 7,368 | -305 | -4.0% | -$2.08万 | 减仓 |
| MPC | MARATHON PETE CORP | $50.49万 | 0.03% | 2,068 | -278 | -11.8% | -$6.79万 | 减仓 |
| PFF | ISHARES TR | $50.62万 | 0.03% | 16,695 | 2,389 | 16.7% | $7.24万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $50.96万 | 0.03% | 46,841 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $51.49万 | 0.03% | 20,475 | 1,355 | 7.1% | $3.41万 | 加仓 |