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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $523.10万 | 0.24% | 23,358 | 110 | 0.5% | $2.46万 | 加仓 |
| IBMP | ISHARES TR | $518.69万 | 0.24% | 204,049 | 9,925 | 5.1% | $25.23万 | 加仓 |
| IBMO | ISHARES TR | $515.89万 | 0.24% | 201,206 | 11,497 | 6.1% | $29.48万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $509.79万 | 0.24% | 101,299 | -4,580 | -4.3% | -$23.05万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $506.65万 | 0.24% | 30,398 | 16 | 0.1% | $2,667 | 加仓 |
| IWY | ISHARES TR | $490.25万 | 0.23% | 16,869 | -500 | -2.9% | -$14.53万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $489.00万 | 0.23% | 132,737 | 4,431 | 3.5% | $16.32万 | 加仓 |
| ABFL | TRIMTABS ETF TR | $486.40万 | 0.23% | 56,650 | -11,653 | -17.1% | -$100.05万 | 减仓 |
| GOVT | ISHARES TR | $479.09万 | 0.22% | 210,310 | -8,116 | -3.7% | -$18.49万 | 减仓 |
| WMB | WILLIAMS COS INC | $473.99万 | 0.22% | 63,760 | 60,206 | 1,694.0% | $447.57万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $470.20万 | 0.22% | 89,188 | -56,626 | -38.8% | -$298.53万 | 减仓 |
| COWZ | PACER FDS TR | $469.21万 | 0.22% | 75,435 | 37,504 | 98.9% | $233.28万 | 加仓 |
| PWRD | TCW ETF TRUST | $463.11万 | 0.22% | 37,663 | -13,312 | -26.1% | -$163.68万 | 减仓 |
| EMOP | AB ACTIVE ETFS INC | $460.94万 | 0.22% | 88,252 | 17,018 | 23.9% | $88.89万 | 加仓 |
| IBMQ | ISHARES TR | $459.19万 | 0.21% | 179,513 | 16,500 | 10.1% | $42.21万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $457.83万 | 0.21% | 26,950 | 1,350 | 5.3% | $22.93万 | 加仓 |
| GLD | SPDR GOLD TR | $453.57万 | 0.21% | 12,312 | 170 | 1.4% | $6.26万 | 加仓 |
| IBMR | ISHARES TR | $446.55万 | 0.21% | 175,874 | 15,046 | 9.4% | $38.20万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $446.11万 | 0.21% | 92,000 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $442.48万 | 0.21% | 111,907 | 4,418 | 4.1% | $17.47万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $437.51万 | 0.20% | 4,473 | -644 | -12.6% | -$62.99万 | 减仓 |
| IWB | ISHARES TR | $424.04万 | 0.20% | 10,355 | 9,754 | 1,623.0% | $399.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $421.68万 | 0.20% | 9,731 | 855 | 9.6% | $37.05万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $410.12万 | 0.19% | 12,423 | -801 | -6.1% | -$26.44万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $401.12万 | 0.19% | 115,864 | 3,270 | 2.9% | $11.32万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $395.40万 | 0.18% | 29,837 | -1,477 | -4.7% | -$19.57万 | 减仓 |
| GLW | CORNING INC | $391.50万 | 0.18% | 15,327 | 371 | 2.5% | $9.48万 | 加仓 |
| EFV | ISHARES TR | $390.18万 | 0.18% | 50,970 | 17,186 | 50.9% | $131.56万 | 加仓 |
| SPGI | S&P GLOBAL INC | $389.63万 | 0.18% | 9,567 | 473 | 5.2% | $19.26万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $372.27万 | 0.17% | 118,444 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $372.15万 | 0.17% | 13,234 | -567 | -4.1% | -$15.94万 | 减仓 |
| — | POWERLAW CORP | $367.67万 | 0.17% | 254,937 | 254,937 | — | $367.67万 | 新建仓 |
| XEVVX | EATON VANCE LTD DURATION INC | $366.59万 | 0.17% | 391,237 | -10,000 | -2.5% | -$9.37万 | 减仓 |
| IXUS | ISHARES TR | $365.01万 | 0.17% | 38,245 | 804 | 2.1% | $7.67万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $362.28万 | 0.17% | 5,672 | -130 | -2.2% | -$8.30万 | 减仓 |
| NFLX | NETFLIX INC | $359.81万 | 0.17% | 50,394 | 3,468 | 7.4% | $24.76万 | 加仓 |
| BX | BLACKSTONE INC | $356.49万 | 0.17% | 30,296 | 360 | 1.2% | $4.24万 | 加仓 |
| IEI | ISHARES TR | $354.33万 | 0.17% | 30,169 | 3,217 | 11.9% | $37.78万 | 加仓 |
| IRM | IRON MTN INC DEL | $354.06万 | 0.17% | 28,031 | -1,920 | -6.4% | -$24.25万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $340.86万 | 0.16% | 6,691 | -168 | -2.4% | -$8.56万 | 减仓 |
| SYK | STRYKER CORPORATION | $340.28万 | 0.16% | 10,808 | -1,556 | -12.6% | -$48.99万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $337.02万 | 0.16% | 22,983 | 209 | 0.9% | $3.06万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $334.08万 | 0.16% | 3,571 | -75 | -2.1% | -$7.02万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $333.56万 | 0.16% | 13,547 | 11,856 | 701.1% | $291.92万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $331.73万 | 0.16% | 8,342 | -1,490 | -15.2% | -$59.25万 | 减仓 |
| IEFA | ISHARES TR | $329.57万 | 0.15% | 34,124 | 3,956 | 13.1% | $38.21万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $322.05万 | 0.15% | 2,790 | -2,508 | -47.3% | -$289.50万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $317.98万 | 0.15% | 4,630 | 1,948 | 72.6% | $133.78万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $317.68万 | 0.15% | 3,141 | -297 | -8.6% | -$30.04万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $316.95万 | 0.15% | 26,849 | -264 | -1.0% | -$3.12万 | 减仓 |
| USMV | ISHARES TR | $316.92万 | 0.15% | 32,856 | -451 | -1.4% | -$4.35万 | 减仓 |
| XP | XP INC | $313.13万 | 0.15% | 192,580 | 192,580 | — | $313.13万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $312.27万 | 0.15% | 2,344 | 40 | 1.7% | $5.33万 | 加仓 |
| GDX | VANECK ETF TRUST | $312.14万 | 0.15% | 41,370 | 595 | 1.5% | $4.49万 | 加仓 |
| SPSM | SPDR SER TR | $310.36万 | 0.15% | 53,817 | -7,200 | -11.8% | -$41.52万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.14% | 4 | 0 | 0.0% | — | 不变 |
| DRSK | ETF SER SOLUTIONS | $298.83万 | 0.14% | 103,939 | 10,619 | 11.4% | $30.53万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $297.35万 | 0.14% | 64,444 | 4,737 | 7.9% | $21.86万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $296.89万 | 0.14% | 241,179 | -61,181 | -20.2% | -$75.31万 | 减仓 |
| IWD | ISHARES TR | $296.51万 | 0.14% | 12,231 | 1,169 | 10.6% | $28.34万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $292.18万 | 0.14% | 31,728 | 1,489 | 4.9% | $13.71万 | 加仓 |
| PGR | PROGRESSIVE CORP | $288.41万 | 0.13% | 13,202 | -2 | -0.0% | -$437 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $274.56万 | 0.13% | 38,535 | -253 | -0.7% | -$1.80万 | 减仓 |
| TTE | TOTALENERGIES SE | $272.42万 | 0.13% | 35,034 | 352 | 1.0% | $2.74万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $270.66万 | 0.13% | 45,344 | -390 | -0.9% | -$2.33万 | 减仓 |
| ITOT | ISHARES TR | $266.53万 | 0.12% | 16,225 | 117 | 0.7% | $1.92万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $264.16万 | 0.12% | 52,226 | 11,389 | 27.9% | $57.61万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $261.27万 | 0.12% | 12,261 | 220 | 1.8% | $4.69万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $255.18万 | 0.12% | 59,790 | 1,398 | 2.4% | $5.97万 | 加仓 |
| AGG | ISHARES TR | $253.39万 | 0.12% | 25,600 | 381 | 1.5% | $3.77万 | 加仓 |
| TLH | ISHARES TR | $251.27万 | 0.12% | 25,040 | -1,555 | -5.8% | -$15.60万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $247.78万 | 0.12% | 28,984 | 3,179 | 12.3% | $27.18万 | 加仓 |
| ASML | ASML HOLDING N V | $244.19万 | 0.11% | 1,227 | 160 | 15.0% | $31.84万 | 加仓 |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $237.58万 | 0.11% | 7,099 | 5,382 | 313.5% | $180.12万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $235.68万 | 0.11% | 21,924 | -162 | -0.7% | -$1.74万 | 减仓 |
| INTU | INTUIT | $234.21万 | 0.11% | 8,974 | -55 | -0.6% | -$1.44万 | 减仓 |
| SOXX | ISHARES TR | $230.09万 | 0.11% | 3,591 | 37 | 1.0% | $2.37万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $229.13万 | 0.11% | 38,004 | 8,349 | 28.2% | $50.34万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $227.96万 | 0.11% | 8,000 | -3,575 | -30.9% | -$101.87万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $220.77万 | 0.10% | 22,099 | 37 | 0.2% | $3,696 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $220.59万 | 0.10% | 90,967 | 3,018 | 3.4% | $7.32万 | 加仓 |
| SMLF | ISHARES TR | $220.11万 | 0.10% | 24,693 | 1,427 | 6.1% | $12.72万 | 加仓 |
| IEMG | ISHARES INC | $217.67万 | 0.10% | 26,276 | 184 | 0.7% | $1.52万 | 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 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $209.67万 | 0.10% | 8,458 | 961 | 12.8% | $23.82万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $205.15万 | 0.10% | 10,768 | 427 | 4.1% | $8.14万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $202.07万 | 0.09% | 16,197 | 9,828 | 154.3% | $122.61万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $200.60万 | 0.09% | 153,126 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $196.14万 | 0.09% | 23,778 | 1,270 | 5.6% | $10.48万 | 加仓 |
| IUSB | ISHARES TR | $195.73万 | 0.09% | 42,411 | 11,527 | 37.3% | $53.20万 | 加仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $194.87万 | 0.09% | 31,199 | 4,539 | 17.0% | $28.35万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $194.37万 | 0.09% | 2,446 | -296 | -10.8% | -$23.52万 | 减仓 |
| BAC | BANK AMERICA CORP | $194.32万 | 0.09% | 34,103 | 365 | 1.1% | $2.08万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $190.95万 | 0.09% | 6,410 | 2,819 | 78.5% | $83.98万 | 加仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $190.44万 | 0.09% | 38,597 | 3,664 | 10.5% | $18.08万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $189.70万 | 0.09% | 3,266 | -337 | -9.4% | -$19.57万 | 减仓 |
| PAVE | GLOBAL X FDS | $185.22万 | 0.09% | 31,435 | 3,663 | 13.2% | $21.58万 | 加仓 |
| PFFD | GLOBAL X FDS | $184.54万 | 0.09% | 98,738 | 560 | 0.6% | $1.05万 | 加仓 |
| PEP | PEPSICO INC | $183.17万 | 0.09% | 13,528 | -393 | -2.8% | -$5.32万 | 减仓 |
| BP | BP PLC | $182.70万 | 0.09% | 49,446 | 493 | 1.0% | $1.82万 | 加仓 |