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 |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT PHYSICAL GOLD TR | $1,995.62万 | 1.04% | 563,098 | -133,333 | -19.1% | -$472.53万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $2,006.21万 | 1.05% | 447,814 | 43,908 | 10.9% | $196.71万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,022.07万 | 1.05% | 403,445 | 37,734 | 10.3% | $189.12万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $2,030.21万 | 1.06% | 1,070,783 | 98,935 | 10.2% | $187.58万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,036.13万 | 1.06% | 60,250 | -16,401 | -21.4% | -$554.27万 | 减仓 |
| IGIB | ISHARES TR | $2,049.30万 | 1.07% | 385,063 | 27,011 | 7.5% | $143.75万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $2,080.47万 | 1.09% | 839,917 | 66,244 | 8.6% | $164.09万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,184.78万 | 1.14% | 247,820 | -17,835 | -6.7% | -$157.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $2,279.86万 | 1.19% | 77,504 | -18,485 | -19.3% | -$543.75万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $2,525.30万 | 1.32% | 1,204,819 | 225,805 | 23.1% | $473.29万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,539.54万 | 1.32% | 96,958 | 4,338 | 4.7% | $113.62万 | 加仓 |
| — | EXXON MOBIL CORP | $2,576.28万 | 1.34% | 151,849 | 72,594 | 91.6% | $1,231.63万 | 加仓 |
| GOOGL | ALPHABET INC | $2,913.61万 | 1.52% | 101,322 | -836 | -0.8% | -$24.04万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,943.91万 | 1.54% | 645,311 | 94,400 | 17.1% | $430.65万 | 加仓 |
| ABBV | ABBVIE INC | $2,977.57万 | 1.55% | 136,906 | 5,016 | 3.8% | $109.09万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $3,252.12万 | 1.70% | 1,132,749 | 187,780 | 19.9% | $539.12万 | 加仓 |
| AMZN | AMAZON COM INC | $4,066.18万 | 2.12% | 195,236 | -13,174 | -6.3% | -$274.38万 | 减仓 |
| AVGO | BROADCOM INC | $5,261.50万 | 2.74% | 169,994 | -11,980 | -6.6% | -$370.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,495.61万 | 2.87% | 315,115 | 25,207 | 8.7% | $439.61万 | 加仓 |
| AAPL | APPLE INC | $5,731.04万 | 2.99% | 225,818 | 16,122 | 7.7% | $409.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,128.89万 | 3.72% | 192,584 | 22,031 | 12.9% | $815.52万 | 加仓 |