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 |
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $128.02万 | 0.06% | 8,421 | 32 | 0.4% | $4,865 | 加仓 |
| OEF | ISHARES TR | $129.15万 | 0.06% | 3,530 | 70 | 2.0% | $2.56万 | 加仓 |
| AZN | ASTRAZENECA PLC | $129.72万 | 0.06% | 6,841 | 6,841 | — | $129.72万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $131.27万 | 0.06% | 23,242 | -3,704 | -13.7% | -$20.92万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $131.28万 | 0.06% | 3,159 | 235 | 8.0% | $9.77万 | 加仓 |
| ABLD | ABACUS FCF ETF TR | $132.30万 | 0.06% | 43,961 | 3,461 | 8.5% | $10.42万 | 加仓 |
| EFA | ISHARES TR | $136.26万 | 0.06% | 13,117 | -23 | -0.2% | -$2,389 | 减仓 |
| HYG | ISHARES TR | $136.49万 | 0.06% | 17,068 | 7,207 | 73.1% | $57.63万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $137.76万 | 0.06% | 58,103 | -1,865 | -3.1% | -$4.42万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $140.41万 | 0.07% | 2,836 | -23 | -0.8% | -$1.14万 | 减仓 |
| MUB | ISHARES TR | $143.54万 | 0.07% | 13,338 | 3,005 | 29.1% | $32.34万 | 加仓 |
| XAR | SPDR SER TR | $144.67万 | 0.07% | 5,098 | 9 | 0.2% | $2,554 | 加仓 |
| ITA | ISHARES TR | $145.59万 | 0.07% | 6,006 | 249 | 4.3% | $6.04万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $150.94万 | 0.07% | 4,127 | 25 | 0.6% | $9,143 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $152.13万 | 0.07% | 8,904 | 8,904 | — | $152.13万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $154.85万 | 0.07% | 3,589 | -8 | -0.2% | -$3,452 | 减仓 |
| FYX | FIRST TR SML CP CORE ALPHA F | $158.23万 | 0.07% | 10,966 | -67 | -0.6% | -$9,668 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TR BTC | $159.91万 | 0.07% | 35,130 | -269 | -0.8% | -$1.22万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $164.81万 | 0.08% | 22,450 | 119 | 0.5% | $8,736 | 加仓 |
| BOND | PIMCO ETF TR | $165.54万 | 0.08% | 17,952 | 2,944 | 19.6% | $27.15万 | 加仓 |
| IYW | ISHARES TR | $165.59万 | 0.08% | 6,565 | -1,833 | -21.8% | -$46.23万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $165.91万 | 0.08% | 9,438 | 7,444 | 373.3% | $130.85万 | 加仓 |
| ROST | ROSS STORES INC | $166.21万 | 0.08% | 7,809 | 301 | 4.0% | $6.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $167.68万 | 0.08% | 3,351 | -126 | -3.6% | -$6.30万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $168.55万 | 0.08% | 58,182 | 2,693 | 4.9% | $7.80万 | 加仓 |
| GE | GE AEROSPACE | $170.40万 | 0.08% | 4,559 | -83 | -1.8% | -$3.10万 | 减仓 |
| SMH | VANECK ETF TRUST | $173.59万 | 0.08% | 2,647 | 130 | 5.2% | $8.53万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $174.12万 | 0.08% | 14,143 | 1,346 | 10.5% | $16.57万 | 加仓 |
| IEF | ISHARES TR | $175.64万 | 0.08% | 18,572 | 18,572 | — | $175.64万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $175.83万 | 0.08% | 14,480 | -304 | -2.1% | -$3.69万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $176.74万 | 0.08% | 26,153 | 1,245 | 5.0% | $8.41万 | 加仓 |
| EEM | ISHARES TR | $177.83万 | 0.08% | 25,994 | 704 | 2.8% | $4.82万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $182.41万 | 0.09% | 5,298 | -4,451 | -45.7% | -$153.25万 | 减仓 |
| VO | VANGUARD INDEX FDS | $182.52万 | 0.09% | 22,653 | -59 | -0.3% | -$4,754 | 减仓 |
| BP | BP PLC | $182.70万 | 0.09% | 49,446 | 493 | 1.0% | $1.82万 | 加仓 |
| PEP | PEPSICO INC | $183.17万 | 0.09% | 13,528 | -393 | -2.8% | -$5.32万 | 减仓 |
| PFFD | GLOBAL X FDS | $184.54万 | 0.09% | 98,738 | 560 | 0.6% | $1.05万 | 加仓 |
| PAVE | GLOBAL X FDS | $185.22万 | 0.09% | 31,435 | 3,663 | 13.2% | $21.58万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $189.70万 | 0.09% | 3,266 | -337 | -9.4% | -$19.57万 | 减仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $190.44万 | 0.09% | 38,597 | 3,664 | 10.5% | $18.08万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $190.95万 | 0.09% | 6,410 | 2,819 | 78.5% | $83.98万 | 加仓 |
| BAC | BANK AMERICA CORP | $194.32万 | 0.09% | 34,103 | 365 | 1.1% | $2.08万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $194.37万 | 0.09% | 2,446 | -296 | -10.8% | -$23.52万 | 减仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $194.87万 | 0.09% | 31,199 | 4,539 | 17.0% | $28.35万 | 加仓 |
| IUSB | ISHARES TR | $195.73万 | 0.09% | 42,411 | 11,527 | 37.3% | $53.20万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $196.14万 | 0.09% | 23,778 | 1,270 | 5.6% | $10.48万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $200.60万 | 0.09% | 153,126 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $202.07万 | 0.09% | 16,197 | 9,828 | 154.3% | $122.61万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $205.15万 | 0.10% | 10,768 | 427 | 4.1% | $8.14万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $209.67万 | 0.10% | 8,458 | 961 | 12.8% | $23.82万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $214.77万 | 0.10% | 96,353 | 5,215 | 5.7% | $11.62万 | 加仓 |
| IEMG | ISHARES INC | $217.67万 | 0.10% | 26,276 | 184 | 0.7% | $1.52万 | 加仓 |
| SMLF | ISHARES TR | $220.11万 | 0.10% | 24,693 | 1,427 | 6.1% | $12.72万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $220.59万 | 0.10% | 90,967 | 3,018 | 3.4% | $7.32万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $220.77万 | 0.10% | 22,099 | 37 | 0.2% | $3,696 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $227.96万 | 0.11% | 8,000 | -3,575 | -30.9% | -$101.87万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $229.13万 | 0.11% | 38,004 | 8,349 | 28.2% | $50.34万 | 加仓 |
| SOXX | ISHARES TR | $230.09万 | 0.11% | 3,591 | 37 | 1.0% | $2.37万 | 加仓 |
| INTU | INTUIT | $234.21万 | 0.11% | 8,974 | -55 | -0.6% | -$1.44万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $235.68万 | 0.11% | 21,924 | -162 | -0.7% | -$1.74万 | 减仓 |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $237.58万 | 0.11% | 7,099 | 5,382 | 313.5% | $180.12万 | 加仓 |
| ASML | ASML HOLDING N V | $244.19万 | 0.11% | 1,227 | 160 | 15.0% | $31.84万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $247.78万 | 0.12% | 28,984 | 3,179 | 12.3% | $27.18万 | 加仓 |
| TLH | ISHARES TR | $251.27万 | 0.12% | 25,040 | -1,555 | -5.8% | -$15.60万 | 减仓 |
| AGG | ISHARES TR | $253.39万 | 0.12% | 25,600 | 381 | 1.5% | $3.77万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $255.18万 | 0.12% | 59,790 | 1,398 | 2.4% | $5.97万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $261.27万 | 0.12% | 12,261 | 220 | 1.8% | $4.69万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $264.16万 | 0.12% | 52,226 | 11,389 | 27.9% | $57.61万 | 加仓 |
| ITOT | ISHARES TR | $266.53万 | 0.12% | 16,225 | 117 | 0.7% | $1.92万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $270.66万 | 0.13% | 45,344 | -390 | -0.9% | -$2.33万 | 减仓 |
| TTE | TOTALENERGIES SE | $272.42万 | 0.13% | 35,034 | 352 | 1.0% | $2.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $274.56万 | 0.13% | 38,535 | -253 | -0.7% | -$1.80万 | 减仓 |
| PGR | PROGRESSIVE CORP | $288.41万 | 0.13% | 13,202 | -2 | -0.0% | -$437 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $292.18万 | 0.14% | 31,728 | 1,489 | 4.9% | $13.71万 | 加仓 |
| IWD | ISHARES TR | $296.51万 | 0.14% | 12,231 | 1,169 | 10.6% | $28.34万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $296.89万 | 0.14% | 241,179 | -61,181 | -20.2% | -$75.31万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $297.35万 | 0.14% | 64,444 | 4,737 | 7.9% | $21.86万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $298.83万 | 0.14% | 103,939 | 10,619 | 11.4% | $30.53万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.14% | 4 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SER TR | $310.36万 | 0.15% | 53,817 | -7,200 | -11.8% | -$41.52万 | 减仓 |
| GDX | VANECK ETF TRUST | $312.14万 | 0.15% | 41,370 | 595 | 1.5% | $4.49万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $312.27万 | 0.15% | 2,344 | 40 | 1.7% | $5.33万 | 加仓 |
| XP | XP INC | $313.13万 | 0.15% | 192,580 | 192,580 | — | $313.13万 | 新建仓 |
| USMV | ISHARES TR | $316.92万 | 0.15% | 32,856 | -451 | -1.4% | -$4.35万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $316.95万 | 0.15% | 26,849 | -264 | -1.0% | -$3.12万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $317.68万 | 0.15% | 3,141 | -297 | -8.6% | -$30.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $317.98万 | 0.15% | 4,630 | 1,948 | 72.6% | $133.78万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $322.05万 | 0.15% | 2,790 | -2,508 | -47.3% | -$289.50万 | 减仓 |
| IEFA | ISHARES TR | $329.57万 | 0.15% | 34,124 | 3,956 | 13.1% | $38.21万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $331.73万 | 0.16% | 8,342 | -1,490 | -15.2% | -$59.25万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $333.56万 | 0.16% | 13,547 | 11,856 | 701.1% | $291.92万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $334.08万 | 0.16% | 3,571 | -75 | -2.1% | -$7.02万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $337.02万 | 0.16% | 22,983 | 209 | 0.9% | $3.06万 | 加仓 |
| SYK | STRYKER CORPORATION | $340.28万 | 0.16% | 10,808 | -1,556 | -12.6% | -$48.99万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $340.86万 | 0.16% | 6,691 | -168 | -2.4% | -$8.56万 | 减仓 |
| IRM | IRON MTN INC DEL | $354.06万 | 0.17% | 28,031 | -1,920 | -6.4% | -$24.25万 | 减仓 |
| IEI | ISHARES TR | $354.33万 | 0.17% | 30,169 | 3,217 | 11.9% | $37.78万 | 加仓 |
| BX | BLACKSTONE INC | $356.49万 | 0.17% | 30,296 | 360 | 1.2% | $4.24万 | 加仓 |
| NFLX | NETFLIX INC | $359.81万 | 0.17% | 50,394 | 3,468 | 7.4% | $24.76万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $362.28万 | 0.17% | 5,672 | -130 | -2.2% | -$8.30万 | 减仓 |