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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $484.05万 | 0.25% | 67,154 | 2,295 | 3.5% | $16.54万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $480.46万 | 0.25% | 145,814 | 38,386 | 35.7% | $126.48万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $472.36万 | 0.25% | 23,248 | -4,379 | -15.9% | -$88.97万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $458.05万 | 0.24% | 5,117 | -1,492 | -22.6% | -$133.56万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $453.25万 | 0.24% | 9,832 | 1,374 | 16.2% | $63.34万 | 加仓 |
| NFLX | NETFLIX INC | $451.19万 | 0.24% | 46,926 | 16,986 | 56.7% | $163.32万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $437.37万 | 0.23% | 92,000 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $435.85万 | 0.23% | 128,306 | -4,259 | -3.2% | -$14.47万 | 减仓 |
| IWY | ISHARES TR | $432.21万 | 0.23% | 17,369 | -30 | -0.2% | -$7,465 | 减仓 |
| APH | AMPHENOL CORP | $427.06万 | 0.22% | 33,800 | 33,800 | — | $427.06万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $423.46万 | 0.22% | 31,314 | 5,702 | 22.3% | $77.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $422.03万 | 0.22% | 26,324 | 12,776 | 94.3% | $204.83万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $418.55万 | 0.22% | 8,844 | -1,225 | -12.2% | -$57.97万 | 减仓 |
| IBMQ | ISHARES TR | $416.17万 | 0.22% | 163,013 | 41,496 | 34.1% | $105.94万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $414.53万 | 0.22% | 6,859 | 282 | 4.3% | $17.04万 | 加仓 |
| IBMR | ISHARES TR | $407.70万 | 0.21% | 160,828 | 118,779 | 282.5% | $301.10万 | 加仓 |
| AA | ALCOA CORP | $407.19万 | 0.21% | 61,389 | 61,389 | — | $407.19万 | 新建仓 |
| SYK | STRYKER CORPORATION | $406.26万 | 0.21% | 12,364 | 6,015 | 94.7% | $197.64万 | 加仓 |
| QQQ | INVESCO QQQ TR | $396.35万 | 0.21% | 6,867 | 178 | 2.7% | $10.27万 | 加仓 |
| INTU | INTUIT | $390.38万 | 0.20% | 9,029 | 2,845 | 46.0% | $123.01万 | 加仓 |
| SPGI | S&P GLOBAL INC | $386.81万 | 0.20% | 9,094 | 4,138 | 83.5% | $176.01万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $385.72万 | 0.20% | 13,224 | 12,509 | 1,749.5% | $364.86万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $383.84万 | 0.20% | 107,489 | -3,332 | -3.0% | -$11.90万 | 减仓 |
| XEVVX | EATON VANCE LTD DURATION INC | $379.17万 | 0.20% | 401,237 | -35,891 | -8.2% | -$33.92万 | 减仓 |
| GDX | VANECK ETF TRUST | $374.19万 | 0.20% | 40,775 | -2,304 | -5.3% | -$21.14万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $369.94万 | 0.19% | 9,443 | -229 | -2.4% | -$8.97万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $366.41万 | 0.19% | 58,392 | 13,004 | 28.7% | $81.60万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $364.34万 | 0.19% | 302,360 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $363.32万 | 0.19% | 3,646 | -121 | -3.2% | -$12.06万 | 减仓 |
| BX | BLACKSTONE INC | $344.23万 | 0.18% | 29,936 | 744 | 2.5% | $8.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $334.51万 | 0.17% | 13,801 | 1,167 | 9.2% | $28.29万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $332.04万 | 0.17% | 112,594 | 2,756 | 2.5% | $8.13万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $328.95万 | 0.17% | 22,774 | -32,082 | -58.5% | -$463.39万 | 减仓 |
| IXUS | ISHARES TR | $324.39万 | 0.17% | 37,441 | 334 | 0.9% | $2.89万 | 加仓 |
| IEI | ISHARES TR | $319.65万 | 0.17% | 26,952 | 1,177 | 4.6% | $13.96万 | 加仓 |
| TTE | TOTALENERGIES SE | $315.54万 | 0.16% | 34,682 | 34,682 | — | $315.54万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $314.32万 | 0.16% | 25,600 | -11,846 | -31.6% | -$145.45万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $312.51万 | 0.16% | 9,749 | -809 | -7.7% | -$25.93万 | 减仓 |
| EMOP | AB ACTIVE ETFS INC | $312.15万 | 0.16% | 71,234 | 71,234 | — | $312.15万 | 新建仓 |
| USMV | ISHARES TR | $308.89万 | 0.16% | 33,307 | 516 | 1.6% | $4.79万 | 加仓 |
| IRM | IRON MTN INC DEL | $305.92万 | 0.16% | 29,951 | 101 | 0.3% | $1.03万 | 加仓 |
| SPSM | SPDR SER TR | $294.83万 | 0.15% | 61,017 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $293.27万 | 0.15% | 118,444 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $290.82万 | 0.15% | 3,438 | 113 | 3.4% | $9.56万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.15% | 4 | 1 | 33.3% | $71.81万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $284.77万 | 0.15% | 27,113 | -1,227 | -4.3% | -$12.89万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $279.14万 | 0.15% | 30,239 | -11,090 | -26.8% | -$102.37万 | 减仓 |
| IEFA | ISHARES TR | $273.11万 | 0.14% | 30,168 | 1,450 | 5.0% | $13.13万 | 加仓 |
| TLH | ISHARES TR | $267.86万 | 0.14% | 26,595 | 8,451 | 46.6% | $85.12万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $266.98万 | 0.14% | 2,304 | 169 | 7.9% | $19.58万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $263.71万 | 0.14% | 12,041 | 222 | 1.9% | $4.86万 | 加仓 |
| PGR | PROGRESSIVE CORP | $261.76万 | 0.14% | 13,204 | 83 | 0.6% | $1.65万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $255.04万 | 0.13% | 93,320 | 13,187 | 16.5% | $36.04万 | 加仓 |
| EFV | ISHARES TR | $251.18万 | 0.13% | 33,784 | 8,462 | 33.4% | $62.91万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $250.53万 | 0.13% | 59,707 | 2,994 | 5.3% | $12.56万 | 加仓 |
| AGG | ISHARES TR | $250.35万 | 0.13% | 25,219 | 604 | 2.5% | $6.00万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $248.55万 | 0.13% | 38,788 | 56 | 0.1% | $3,588 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $247.19万 | 0.13% | 45,734 | 1,048 | 2.3% | $5.66万 | 加仓 |
| COWZ | PACER FDS TR | $237.30万 | 0.12% | 37,931 | 26,591 | 234.5% | $166.35万 | 加仓 |
| IWD | ISHARES TR | $236.36万 | 0.12% | 11,062 | -1,313 | -10.6% | -$28.05万 | 减仓 |
| BP | BP PLC | $230.08万 | 0.12% | 48,953 | 368 | 0.8% | $1.73万 | 加仓 |
| ITOT | ISHARES TR | $229.43万 | 0.12% | 16,108 | 1,916 | 13.5% | $27.29万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $217.29万 | 0.11% | 22,086 | -69,947 | -76.0% | -$688.15万 | 减仓 |
| PEP | PEPSICO INC | $216.18万 | 0.11% | 13,921 | -403 | -2.8% | -$6.26万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $210.29万 | 0.11% | 87,949 | 3,467 | 4.1% | $8.29万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $204.12万 | 0.11% | 22,062 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $203.74万 | 0.11% | 40,837 | 40,837 | — | $203.74万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $203.60万 | 0.11% | 91,138 | 9,033 | 11.0% | $20.18万 | 加仓 |
| GLW | CORNING INC | $203.36万 | 0.11% | 14,956 | 4,405 | 41.7% | $59.89万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $201.28万 | 0.10% | 12,797 | 1,142 | 9.8% | $17.96万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $199.55万 | 0.10% | 2,742 | 2 | 0.1% | $1,455 | 加仓 |
| VXUS | VANGUARD STAR FDS | $198.98万 | 0.10% | 25,805 | 7,406 | 40.3% | $57.11万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $189.65万 | 0.10% | 8,876 | 5,338 | 150.9% | $114.05万 | 加仓 |
| INTC | INTEL CORP | $187.61万 | 0.10% | 42,513 | -2,212 | -4.9% | -$9.76万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TR BTC | $186.77万 | 0.10% | 35,399 | -2,340 | -6.2% | -$12.35万 | 减仓 |
| AMAT | APPLIED MATLS INC | $185.07万 | 0.10% | 5,415 | 3,642 | 205.4% | $124.47万 | 加仓 |
| IEMG | ISHARES INC | $181.99万 | 0.09% | 26,092 | -32,214 | -55.2% | -$224.69万 | 减仓 |
| PFFD | GLOBAL X FDS | $180.65万 | 0.09% | 98,178 | 12,206 | 14.2% | $22.46万 | 加仓 |
| BIL | SPDR SER TR | $179.58万 | 0.09% | 19,597 | 6,043 | 44.6% | $55.38万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $178.99万 | 0.09% | 5,298 | -1,981 | -27.2% | -$66.93万 | 减仓 |
| SMLF | ISHARES TR | $175.63万 | 0.09% | 23,266 | 457 | 2.0% | $3.45万 | 加仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $173.23万 | 0.09% | 34,933 | 2,776 | 8.6% | $13.77万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $170.89万 | 0.09% | 153,126 | 14,981 | 10.8% | $16.72万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $170.70万 | 0.09% | 11,575 | 11,575 | — | $170.70万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $170.48万 | 0.09% | 22,508 | 1,632 | 7.8% | $12.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $166.62万 | 0.09% | 3,477 | 31 | 0.9% | $1.49万 | 加仓 |
| BAC | BANK AMERICA CORP | $164.48万 | 0.09% | 33,738 | 3,841 | 12.8% | $18.73万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $164.45万 | 0.09% | 22,331 | -7,748 | -25.8% | -$57.06万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $163.81万 | 0.09% | 29,655 | 13,908 | 88.3% | $76.83万 | 加仓 |
| VO | VANGUARD INDEX FDS | $163.06万 | 0.09% | 5,678 | -12 | -0.2% | -$3,446 | 减仓 |
| ROST | ROSS STORES INC | $162.65万 | 0.08% | 7,508 | 6,312 | 527.8% | $136.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $160.26万 | 0.08% | 2,682 | -2,373 | -46.9% | -$141.80万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $159.19万 | 0.08% | 24,908 | 1,006 | 4.2% | $6.43万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $156.94万 | 0.08% | 5,802 | 5,802 | — | $156.94万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $152.73万 | 0.08% | 26,946 | 9 | 0.0% | $510 | 加仓 |
| IYW | ISHARES TR | $152.36万 | 0.08% | 8,398 | -3,675 | -30.4% | -$66.67万 | 减仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $150.64万 | 0.08% | 41,649 | 41,649 | — | $150.64万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $150.55万 | 0.08% | 7,497 | 7,497 | — | $150.55万 | 新建仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $149.81万 | 0.08% | 26,660 | -1,855 | -6.5% | -$10.42万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $147.49万 | 0.08% | 55,489 | 4,091 | 8.0% | $10.87万 | 加仓 |