Cyndeo Wealth Partners, LLC
ST. PETERSBURG FL · SEC CIK 0001950947
$21.39亿2026Q2 申报市值
517持仓数
22.2%前十大占比 · 第一大 3.4%
51 / 17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
XOM 新建仓+$2,092.33万
AMAT 加仓+$574.49万
PDI 加仓+$513.74万
BIL 加仓+$494.91万
WMB 加仓+$447.57万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,576.28万
HCA 清仓-$418.55万
AA 清仓-$407.19万
RTX 减仓-$332.86万
BAI 减仓-$298.53万
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 |
|---|---|---|---|---|---|---|---|---|
| FGD | FIRST TR EXCHANGE-TRADED FD | $57.21万 | 0.03% | 17,883 | 1,547 | 9.5% | $4.95万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $57.39万 | 0.03% | 1,529 | 15 | 1.0% | $5,630 | 加仓 |
| FXL | FIRST TR EXCHANGE TRADED FD | $57.39万 | 0.03% | 2,642 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $57.43万 | 0.03% | 7,341 | -470 | -6.0% | -$3.68万 | 减仓 |
| IUSV | ISHARES TR | $57.65万 | 0.03% | 5,234 | 6 | 0.1% | $661 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $58.31万 | 0.03% | 9,487 | 2,445 | 34.7% | $15.03万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $58.42万 | 0.03% | 2,469 | -126 | -4.9% | -$2.98万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $59.26万 | 0.03% | 24,931 | 476 | 1.9% | $1.13万 | 加仓 |
| ARKK | ARK ETF TR | $59.39万 | 0.03% | 7,349 | 60 | 0.8% | $4,849 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $59.46万 | 0.03% | 10,273 | 613 | 6.3% | $3.55万 | 加仓 |
| FV | FIRST TR EXCHANGE-TRADED FD | $59.76万 | 0.03% | 7,875 | -93 | -1.2% | -$7,057 | 减仓 |
| WM | WASTE MGMT INC DEL | $60.08万 | 0.03% | 2,696 | -63 | -2.3% | -$1.40万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $61.22万 | 0.03% | 23,592 | -1,848 | -7.3% | -$4.80万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $61.33万 | 0.03% | 1,204 | 68 | 6.0% | $3.46万 | 加仓 |
| CSX | CSX CORP | $61.55万 | 0.03% | 12,950 | 63 | 0.5% | $2,994 | 加仓 |
| AMGN | AMGEN INC | $63.09万 | 0.03% | 1,742 | -18 | -1.0% | -$6,519 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $63.12万 | 0.03% | 2,855 | 2,855 | — | $63.12万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $63.84万 | 0.03% | 1,907 | -207 | -9.8% | -$6.93万 | 减仓 |
| EMR | EMERSON ELEC CO | $64.92万 | 0.03% | 4,535 | 1,366 | 43.1% | $19.55万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $64.98万 | 0.03% | 12,870 | 3,947 | 44.2% | $19.93万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $65.27万 | 0.03% | 4,302 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $66.03万 | 0.03% | 6,462 | 69 | 1.1% | $7,051 | 加仓 |
| QCOM | QUALCOMM INC | $66.80万 | 0.03% | 3,615 | -142 | -3.8% | -$2.62万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $66.88万 | 0.03% | 15,532 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $67.78万 | 0.03% | 6,144 | 89 | 1.5% | $9,819 | 加仓 |
| CVS | CVS HEALTH CORP | $68.11万 | 0.03% | 6,584 | 425 | 6.9% | $4.40万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $68.33万 | 0.03% | 21,212 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $68.53万 | 0.03% | 907 | -17 | -1.8% | -$1.28万 | 减仓 |
| RDVY | FIRST TR EXCHANGE-TRADED FD | $69.11万 | 0.03% | 8,525 | 1,157 | 15.7% | $9.38万 | 加仓 |
| NVS | NOVARTIS AG | $70.37万 | 0.03% | 4,490 | -156 | -3.4% | -$2.44万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $70.45万 | 0.03% | 1,901 | 22 | 1.2% | $8,153 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $70.54万 | 0.03% | 6,635 | 173 | 2.7% | $1.84万 | 加仓 |
| MMM | 3M CO | $70.87万 | 0.03% | 4,377 | -1,997 | -31.3% | -$32.33万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $72.33万 | 0.03% | 13,618 | 1,882 | 16.0% | $10.00万 | 加仓 |
| DIS | DISNEY WALT CO | $72.38万 | 0.03% | 7,520 | 602 | 8.7% | $5.79万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $73.41万 | 0.03% | 13,023 | -21 | -0.2% | -$1,184 | 减仓 |
| CMI | CUMMINS INC | $73.79万 | 0.03% | 1,035 | -8 | -0.8% | -$5,703 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $73.98万 | 0.03% | 7,307 | 3,181 | 77.1% | $32.20万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $74.23万 | 0.03% | 1,618 | -17 | -1.0% | -$7,800 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $74.67万 | 0.03% | 5,164 | 1,041 | 25.2% | $15.05万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $75.85万 | 0.04% | 7,564 | 994 | 15.1% | $9.97万 | 加仓 |
| HON | HONEYWELL INTL INC | $76.46万 | 0.04% | 3,415 | -2,195 | -39.1% | -$49.15万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $76.51万 | 0.04% | 17,545 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $76.68万 | 0.04% | 22,028 | 730 | 3.4% | $2.54万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $76.85万 | 0.04% | 39,677 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $78.97万 | 0.04% | 15,851 | -1,029 | -6.1% | -$5.13万 | 减仓 |
| SO | SOUTHERN CO | $79.00万 | 0.04% | 8,254 | 200 | 2.5% | $1.91万 | 加仓 |
| VLUE | ISHARES TR | $80.87万 | 0.04% | 4,047 | 131 | 3.3% | $2.62万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $81.35万 | 0.04% | 15,967 | -4 | -0.0% | -$204 | 减仓 |
| TLTD | FLEXSHARES TR | $81.68万 | 0.04% | 8,328 | -6 | -0.1% | -$588 | 减仓 |
| — | ISHARES TR | $82.77万 | 0.04% | 32,081 | 18,073 | 129.0% | $46.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $83.53万 | 0.04% | 21,533 | -5 | -0.0% | -$194 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $83.65万 | 0.04% | 70,000 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $83.71万 | 0.04% | 17,523 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $83.87万 | 0.04% | 16,947 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $83.95万 | 0.04% | 2,794 | 331 | 13.4% | $9.94万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $84.20万 | 0.04% | 38,308 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $84.71万 | 0.04% | 16,609 | -134 | -0.8% | -$6,834 | 减仓 |
| IJS | ISHARES TR | $85.37万 | 0.04% | 6,246 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $85.99万 | 0.04% | 6,144 | -27 | -0.4% | -$3,779 | 减仓 |
| AIQ | GLOBAL X FDS | $87.64万 | 0.04% | 13,357 | 7,429 | 125.3% | $48.74万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $89.23万 | 0.04% | 3,299 | 17 | 0.5% | $4,598 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $90.32万 | 0.04% | 14,751 | -46 | -0.3% | -$2,817 | 减仓 |
| MTUM | ISHARES TR | $90.88万 | 0.04% | 2,651 | 95 | 3.7% | $3.26万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $91.85万 | 0.04% | 22,635 | -6 | -0.0% | -$243 | 减仓 |
| MDYG | SPDR SER TR | $91.89万 | 0.04% | 8,198 | -192 | -2.3% | -$2.15万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $94.22万 | 0.04% | 5,247 | -98 | -1.8% | -$1.76万 | 减仓 |
| IYG | ISHARES TR | $94.99万 | 0.04% | 10,499 | -5,626 | -34.9% | -$50.90万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $96.13万 | 0.04% | 10,153 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $96.47万 | 0.05% | 5,902 | -26 | -0.4% | -$4,250 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $98.31万 | 0.05% | 26,744 | -3,043 | -10.2% | -$11.19万 | 减仓 |
| FIX | COMFORT SYS USA INC | $98.57万 | 0.05% | 497 | 8 | 1.6% | $1.59万 | 加仓 |
| IYK | ISHARES TR | $99.75万 | 0.05% | 13,728 | -2,676 | -16.3% | -$19.44万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $100.54万 | 0.05% | 1,317 | -220 | -14.3% | -$16.79万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $101.42万 | 0.05% | 39,418 | 1,700 | 4.5% | $4.37万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $101.53万 | 0.05% | 13,758 | 456 | 3.4% | $3.37万 | 加仓 |
| IBMS | ISHARES TR | $102.79万 | 0.05% | 39,733 | 15,074 | 61.1% | $39.00万 | 加仓 |
| LOW | LOWES COS INC | $105.71万 | 0.05% | 4,794 | 10 | 0.2% | $2,205 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $107.33万 | 0.05% | 11,945 | 6,569 | 122.2% | $59.02万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $107.40万 | 0.05% | 5,937 | -205 | -3.3% | -$3.71万 | 减仓 |
| TLT | ISHARES TR | $107.96万 | 0.05% | 12,493 | 7,494 | 149.9% | $64.76万 | 加仓 |
| BRO | BROWN & BROWN INC | $108.05万 | 0.05% | 16,844 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $110.71万 | 0.05% | 14,608 | 10 | 0.1% | $758 | 加仓 |
| JBL | JABIL INC | $110.83万 | 0.05% | 2,875 | -787 | -21.5% | -$30.34万 | 减仓 |
| GEV | GE VERNOVA INC | $111.15万 | 0.05% | 946 | 38 | 4.2% | $4.46万 | 加仓 |
| QUAL | ISHARES TR | $111.88万 | 0.05% | 5,099 | 618 | 13.8% | $13.56万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $112.38万 | 0.05% | 26,300 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $112.94万 | 0.05% | 12,319 | 94 | 0.8% | $8,618 | 加仓 |
| SHEL | SHELL PLC | $113.84万 | 0.05% | 14,681 | 7 | 0.0% | $543 | 加仓 |
| IJR | ISHARES TR | $114.51万 | 0.05% | 7,721 | 2,436 | 46.1% | $36.13万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $115.32万 | 0.05% | 20,629 | -283 | -1.4% | -$1.58万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $115.48万 | 0.05% | 41,854 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $116.18万 | 0.05% | 3,693 | -26 | -0.7% | -$8,179 | 减仓 |
| — | CITIZENS FINL SVCS INC | $118.66万 | 0.06% | 16,381 | 88 | 0.5% | $6,375 | 加仓 |
| WFC | WELLS FARGO CO NEW | $118.69万 | 0.06% | 14,362 | 183 | 1.3% | $1.51万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $118.97万 | 0.06% | 32,692 | 32,692 | — | $118.97万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $119.64万 | 0.06% | 40,777 | 1,386 | 3.5% | $4.07万 | 加仓 |
| MBB | ISHARES TR | $121.02万 | 0.06% | 12,803 | 206 | 1.6% | $1.95万 | 加仓 |
| WTV | WISDOMTREE TR | $123.27万 | 0.06% | 12,118 | 12,118 | — | $123.27万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $126.95万 | 0.06% | 14,441 | -54 | -0.4% | -$4,747 | 减仓 |