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 |
|---|---|---|---|---|---|---|---|---|
| SYSB | ISHARES TR | $51.50万 | 0.03% | 5,787 | 5,787 | — | $51.50万 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $51.94万 | 0.03% | 4,302 | -496 | -10.3% | -$5.99万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $52.16万 | 0.03% | 16,336 | 16,336 | — | $52.16万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $52.20万 | 0.03% | 676 | -4 | -0.6% | -$3,089 | 减仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $52.49万 | 0.03% | 30,750 | 754 | 2.5% | $1.29万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $52.82万 | 0.03% | 5,695 | -329 | -5.5% | -$3.05万 | 减仓 |
| CSX | CSX CORP | $52.90万 | 0.03% | 12,887 | 119 | 0.9% | $4,885 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $52.97万 | 0.03% | 2,114 | -181 | -7.9% | -$4.53万 | 减仓 |
| IUSV | ISHARES TR | $53.46万 | 0.03% | 5,228 | 18 | 0.3% | $1,840 | 加仓 |
| IGSB | ISHARES TR | $54.98万 | 0.03% | 10,461 | 2,688 | 34.6% | $14.13万 | 加仓 |
| VLUE | ISHARES TR | $55.68万 | 0.03% | 3,916 | 3,916 | — | $55.68万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.80万 | 0.03% | 2,595 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $55.94万 | 0.03% | 4,754 | -12,697 | -72.8% | -$149.39万 | 减仓 |
| CMI | CUMMINS INC | $56.09万 | 0.03% | 1,043 | -2 | -0.2% | -$1,076 | 减仓 |
| MCO | MOODYS CORP | $56.63万 | 0.03% | 1,298 | 108 | 9.1% | $4.71万 | 加仓 |
| DHR | DANAHER CORPORATION | $56.95万 | 0.03% | 3,004 | -4,659 | -60.8% | -$88.33万 | 减仓 |
| SBUX | STARBUCKS CORP | $57.27万 | 0.03% | 6,393 | -659 | -9.3% | -$5.90万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $58.34万 | 0.03% | 24,455 | 13,057 | 114.6% | $31.15万 | 加仓 |
| PSX | PHILLIPS 66 | $58.47万 | 0.03% | 3,210 | -153 | -4.5% | -$2.79万 | 减仓 |
| IWR | ISHARES TR | $58.87万 | 0.03% | 6,055 | -3,800 | -38.6% | -$36.95万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $59.04万 | 0.03% | 3,597 | 735 | 25.7% | $12.06万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $60.02万 | 0.03% | 1,537 | -2,393 | -60.9% | -$93.45万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $60.58万 | 0.03% | 6,462 | 712 | 12.4% | $6.67万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $60.60万 | 0.03% | 13,044 | 13,044 | — | $60.60万 | 新建仓 |
| IWM | ISHARES TR | $61.08万 | 0.03% | 2,463 | -21 | -0.8% | -$5,208 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $61.15万 | 0.03% | 2,190 | -30 | -1.4% | -$8,377 | 减仓 |
| MTUM | ISHARES TR | $61.34万 | 0.03% | 2,556 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $61.46万 | 0.03% | 1,879 | 1 | 0.1% | $327 | 加仓 |
| AMGN | AMGEN INC | $61.92万 | 0.03% | 1,760 | -24,041 | -93.2% | -$845.80万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $62.28万 | 0.03% | 15,532 | 15,532 | — | $62.28万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $62.32万 | 0.03% | 21,212 | 21,212 | — | $62.32万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $63.40万 | 0.03% | 2,759 | 373 | 15.6% | $8.57万 | 加仓 |
| IBMS | ISHARES TR | $63.69万 | 0.03% | 24,659 | 24,659 | — | $63.69万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $64.96万 | 0.03% | 21,298 | 5,219 | 32.5% | $15.92万 | 加仓 |
| IJR | ISHARES TR | $65.69万 | 0.03% | 5,285 | 59 | 1.1% | $7,334 | 加仓 |
| DIS | DISNEY WALT CO | $66.68万 | 0.03% | 6,918 | -373 | -5.1% | -$3.60万 | 减仓 |
| COP | CONOCOPHILLIPS | $66.81万 | 0.03% | 5,061 | -94 | -1.8% | -$1.24万 | 减仓 |
| CME | CME GROUP INC | $66.93万 | 0.03% | 2,266 | 49 | 2.2% | $1.45万 | 加仓 |
| FIX | COMFORT SYS USA INC | $67.48万 | 0.04% | 489 | 15 | 3.2% | $2.07万 | 加仓 |
| MDT | MEDTRONIC PLC | $67.68万 | 0.04% | 7,811 | 458 | 6.2% | $3.97万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $68.15万 | 0.04% | 38,308 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $69.04万 | 0.04% | 9,641 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $69.99万 | 0.04% | 6,171 | -4,159 | -40.3% | -$47.17万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $70.36万 | 0.04% | 6,369 | 6,369 | — | $70.36万 | 新建仓 |
| NVS | NOVARTIS AG | $70.97万 | 0.04% | 4,646 | 155 | 3.5% | $2.37万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $71.42万 | 0.04% | 39,677 | -75,039 | -65.4% | -$135.07万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $71.90万 | 0.04% | 11,736 | 167 | 1.4% | $1.02万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $72.64万 | 0.04% | 1,635 | -39 | -2.3% | -$1.73万 | 减仓 |
| EMGF | ISHARES INC | $73.12万 | 0.04% | 12,100 | -8,212 | -40.4% | -$49.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $73.30万 | 0.04% | 3,603 | -5,147 | -58.8% | -$104.71万 | 减仓 |
| IJS | ISHARES TR | $73.98万 | 0.04% | 6,246 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM ETF TRUST | $74.11万 | 0.04% | 15,971 | -590 | -3.6% | -$2.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $75.47万 | 0.04% | 21,538 | -1,550 | -6.7% | -$5.43万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $76.30万 | 0.04% | 25,440 | 6,974 | 37.8% | $20.92万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $76.48万 | 0.04% | 17,545 | -3,974 | -18.5% | -$17.32万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $77.51万 | 0.04% | 1,136 | 18 | 1.6% | $1.23万 | 加仓 |
| TFC | TRUIST FINL CORP | $77.60万 | 0.04% | 16,880 | -431 | -2.5% | -$1.98万 | 减仓 |
| SO | SOUTHERN CO | $77.73万 | 0.04% | 8,054 | -41 | -0.5% | -$3,957 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $78.18万 | 0.04% | 16,947 | 16,947 | — | $78.18万 | 新建仓 |
| PMAR | INNOVATOR ETFS TRUST | $78.19万 | 0.04% | 17,523 | 17,523 | — | $78.19万 | 新建仓 |
| TLTD | FLEXSHARES TR | $78.33万 | 0.04% | 8,334 | -17 | -0.2% | -$1,598 | 减仓 |
| HYG | ISHARES TR | $78.45万 | 0.04% | 9,861 | 6,617 | 204.0% | $52.64万 | 加仓 |
| — | 21SHARES ETHEREUM ETF | $78.92万 | 0.04% | 75,377 | 33,554 | 80.2% | $35.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $79.11万 | 0.04% | 2,924 | -1,635 | -35.9% | -$44.24万 | 减仓 |
| GEV | GE VERNOVA INC | $79.27万 | 0.04% | 908 | 15 | 1.7% | $1.31万 | 加仓 |
| MCK | MCKESSON CORP | $79.96万 | 0.04% | 924 | -30 | -3.1% | -$2.60万 | 减仓 |
| MDYG | SPDR SER TR | $80.51万 | 0.04% | 8,390 | 111 | 1.3% | $1.07万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $80.72万 | 0.04% | 14,797 | -345 | -2.3% | -$1.88万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $81.42万 | 0.04% | 22,641 | 1,015 | 4.7% | $3.65万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $83.30万 | 0.04% | 70,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $84.45万 | 0.04% | 4,259 | -14,235 | -77.0% | -$282.27万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $85.36万 | 0.04% | 16,743 | 1,131 | 7.2% | $5.77万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $85.43万 | 0.04% | 3,282 | 19 | 0.6% | $4,946 | 加仓 |
| MGV | VANGUARD WORLD FD | $85.93万 | 0.04% | 5,928 | -407 | -6.4% | -$5.90万 | 减仓 |
| QUAL | ISHARES TR | $85.94万 | 0.04% | 4,481 | 686 | 18.1% | $13.16万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $86.21万 | 0.04% | 26,300 | -300 | -1.1% | -$9,834 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $88.26万 | 0.05% | 10,153 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $92.57万 | 0.05% | 6,374 | 83 | 1.3% | $1.21万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $93.59万 | 0.05% | 13,302 | -1 | -0.0% | -$70 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $96.31万 | 0.05% | 5,345 | 139 | 2.7% | $2.50万 | 加仓 |
| SMH | VANECK ETF TRUST | $96.51万 | 0.05% | 2,517 | 176 | 7.5% | $6.75万 | 加仓 |
| JBL | JABIL INC | $97.27万 | 0.05% | 3,662 | 1,606 | 78.1% | $42.66万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $97.27万 | 0.05% | 37,718 | 3,696 | 10.9% | $9.53万 | 加仓 |
| — | CITIZENS FINL SVCS INC | $99.63万 | 0.05% | 16,293 | 108 | 0.7% | $6,604 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $101.56万 | 0.05% | 6,142 | 904 | 17.3% | $14.95万 | 加仓 |
| DGRO | ISHARES TR | $102.45万 | 0.05% | 14,598 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $102.60万 | 0.05% | 2,859 | 254 | 9.8% | $9.12万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $103.56万 | 0.05% | 20,912 | -1,631 | -7.2% | -$8.08万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $104.19万 | 0.05% | 12,225 | 66 | 0.5% | $5,625 | 加仓 |
| MGK | VANGUARD WORLD FD | $106.51万 | 0.06% | 2,899 | 136 | 4.9% | $5.00万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $106.74万 | 0.06% | 3,719 | 28 | 0.8% | $8,036 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $108.32万 | 0.06% | 41,854 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $109.68万 | 0.06% | 10,333 | 533 | 5.4% | $5.66万 | 加仓 |
| BRO | BROWN & BROWN INC | $109.84万 | 0.06% | 16,844 | 1,287 | 8.3% | $8.39万 | 加仓 |
| OEF | ISHARES TR | $110.05万 | 0.06% | 3,460 | -101 | -2.8% | -$3.21万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $112.71万 | 0.06% | 29,787 | -97,169 | -76.5% | -$367.69万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $112.88万 | 0.06% | 14,179 | 201 | 1.4% | $1.60万 | 加仓 |
| LOW | LOWES COS INC | $113.03万 | 0.06% | 4,784 | 33 | 0.7% | $7,797 | 加仓 |
| IYK | ISHARES TR | $114.88万 | 0.06% | 16,404 | 16,404 | — | $114.88万 | 新建仓 |
| SOXX | ISHARES TR | $116.79万 | 0.06% | 3,554 | -138 | -3.7% | -$4.54万 | 减仓 |