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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $72.33万 | 0.03% | 13,618 | 1,882 | 16.0% | $10.00万 | 加仓 |
| MMM | 3M CO | $70.87万 | 0.03% | 4,377 | -1,997 | -31.3% | -$32.33万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $70.54万 | 0.03% | 6,635 | 173 | 2.7% | $1.84万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $70.45万 | 0.03% | 1,901 | 22 | 1.2% | $8,153 | 加仓 |
| NVS | NOVARTIS AG | $70.37万 | 0.03% | 4,490 | -156 | -3.4% | -$2.44万 | 减仓 |
| RDVY | FIRST TR EXCHANGE-TRADED FD | $69.11万 | 0.03% | 8,525 | 1,157 | 15.7% | $9.38万 | 加仓 |
| MCK | MCKESSON CORP | $68.53万 | 0.03% | 907 | -17 | -1.8% | -$1.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $68.33万 | 0.03% | 21,212 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $68.11万 | 0.03% | 6,584 | 425 | 6.9% | $4.40万 | 加仓 |
| IWR | ISHARES TR | $67.78万 | 0.03% | 6,144 | 89 | 1.5% | $9,819 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $66.88万 | 0.03% | 15,532 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $66.80万 | 0.03% | 3,615 | -142 | -3.8% | -$2.62万 | 减仓 |
| SBUX | STARBUCKS CORP | $66.03万 | 0.03% | 6,462 | 69 | 1.1% | $7,051 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $65.27万 | 0.03% | 4,302 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $64.98万 | 0.03% | 12,870 | 3,947 | 44.2% | $19.93万 | 加仓 |
| EMR | EMERSON ELEC CO | $64.92万 | 0.03% | 4,535 | 1,366 | 43.1% | $19.55万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $63.84万 | 0.03% | 1,907 | -207 | -9.8% | -$6.93万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $63.12万 | 0.03% | 2,855 | 2,855 | — | $63.12万 | 新建仓 |
| AMGN | AMGEN INC | $63.09万 | 0.03% | 1,742 | -18 | -1.0% | -$6,519 | 减仓 |
| CSX | CSX CORP | $61.55万 | 0.03% | 12,950 | 63 | 0.5% | $2,994 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $61.33万 | 0.03% | 1,204 | 68 | 6.0% | $3.46万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $61.22万 | 0.03% | 23,592 | -1,848 | -7.3% | -$4.80万 | 减仓 |
| WM | WASTE MGMT INC DEL | $60.08万 | 0.03% | 2,696 | -63 | -2.3% | -$1.40万 | 减仓 |
| FV | FIRST TR EXCHANGE-TRADED FD | $59.76万 | 0.03% | 7,875 | -93 | -1.2% | -$7,057 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $59.46万 | 0.03% | 10,273 | 613 | 6.3% | $3.55万 | 加仓 |
| ARKK | ARK ETF TR | $59.39万 | 0.03% | 7,349 | 60 | 0.8% | $4,849 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $59.26万 | 0.03% | 24,931 | 476 | 1.9% | $1.13万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $58.42万 | 0.03% | 2,469 | -126 | -4.9% | -$2.98万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $58.31万 | 0.03% | 9,487 | 2,445 | 34.7% | $15.03万 | 加仓 |
| IUSV | ISHARES TR | $57.65万 | 0.03% | 5,234 | 6 | 0.1% | $661 | 加仓 |
| MDT | MEDTRONIC PLC | $57.43万 | 0.03% | 7,341 | -470 | -6.0% | -$3.68万 | 减仓 |
| FXL | FIRST TR EXCHANGE TRADED FD | $57.39万 | 0.03% | 2,642 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $57.39万 | 0.03% | 1,529 | 15 | 1.0% | $5,630 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $57.21万 | 0.03% | 17,883 | 1,547 | 9.5% | $4.95万 | 加仓 |
| — | 21SHARES ETHEREUM ETF | $57.19万 | 0.03% | 72,668 | -2,709 | -3.6% | -$2.13万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $56.65万 | 0.03% | 3,584 | 659 | 22.5% | $10.42万 | 加仓 |
| DHR | DANAHER CORPORATION | $56.63万 | 0.03% | 2,973 | -31 | -1.0% | -$5,904 | 减仓 |
| REET | ISHARES TR | $56.54万 | 0.03% | 20,470 | -5 | -0.0% | -$138 | 减仓 |
| MCO | MOODYS CORP | $55.58万 | 0.03% | 1,227 | -71 | -5.5% | -$3.22万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $55.11万 | 0.03% | 26,507 | 26,507 | — | $55.11万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $54.62万 | 0.03% | 3,142 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $54.30万 | 0.03% | 4,631 | 47 | 1.0% | $5,511 | 加仓 |
| VMI | VALMONT INDS INC | $54.18万 | 0.03% | 938 | 16 | 1.7% | $9,242 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $54.00万 | 0.03% | 16,454 | -4 | -0.0% | -$131 | 减仓 |
| FICO | FAIR ISAAC CORP | $53.88万 | 0.03% | 451 | -4 | -0.9% | -$4,779 | 减仓 |
| PSX | PHILLIPS 66 | $53.28万 | 0.02% | 3,152 | -58 | -1.8% | -$9,805 | 减仓 |
| COP | CONOCOPHILLIPS | $52.97万 | 0.02% | 5,095 | 34 | 0.7% | $3,535 | 加仓 |
| MPC | MARATHON PETE CORP | $52.87万 | 0.02% | 2,068 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $52.32万 | 0.02% | 5,571 | -124 | -2.2% | -$1.16万 | 减仓 |
| PFF | ISHARES TR | $51.30万 | 0.02% | 16,825 | 130 | 0.8% | $3,964 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $50.25万 | 0.02% | 12,642 | 12,642 | — | $50.25万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $49.66万 | 0.02% | 4,524 | 361 | 8.7% | $3.96万 | 加仓 |
| ALL | ALLSTATE CORP | $49.58万 | 0.02% | 2,084 | -85 | -3.9% | -$2.02万 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $49.45万 | 0.02% | 16,408 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $49.05万 | 0.02% | 25,654 | -109 | -0.4% | -$2,084 | 减仓 |
| IGSB | ISHARES TR | $48.87万 | 0.02% | 9,324 | -1,137 | -10.9% | -$5.96万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $48.67万 | 0.02% | 16,553 | 4,875 | 41.7% | $14.33万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $48.54万 | 0.02% | 8,634 | -1,007 | -10.4% | -$5.66万 | 减仓 |
| CME | CME GROUP INC | $48.47万 | 0.02% | 2,195 | -71 | -3.1% | -$1.57万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $47.63万 | 0.02% | 2,352 | 155 | 7.1% | $3.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $47.30万 | 0.02% | 5,744 | -17 | -0.3% | -$1,400 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $46.81万 | 0.02% | 3,204 | 604 | 23.2% | $8.83万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $46.55万 | 0.02% | 2,188 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $45.16万 | 0.02% | 1,734 | 87 | 5.3% | $2.27万 | 加仓 |
| IVW | ISHARES TR | $45.10万 | 0.02% | 3,279 | 3,279 | — | $45.10万 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC | $44.89万 | 0.02% | 18,008 | 156 | 0.9% | $3,889 | 加仓 |
| CRM | SALESFORCE INC | $44.28万 | 0.02% | 2,826 | 184 | 7.0% | $2.88万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $43.03万 | 0.02% | 25,430 | 2,372 | 10.3% | $4.01万 | 加仓 |
| FTHI | FIRST TR EXCHANGE-TRADED FD | $42.50万 | 0.02% | 17,821 | 2,672 | 17.6% | $6.37万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $42.45万 | 0.02% | 13,651 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $42.43万 | 0.02% | 8,195 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $42.43万 | 0.02% | 3,320 | 3,320 | — | $42.43万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $42.13万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $41.98万 | 0.02% | 3,190 | 1 | 0.0% | $132 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $41.89万 | 0.02% | 23,428 | 117 | 0.5% | $2,092 | 加仓 |
| CRWV | COREWEAVE INC | $41.82万 | 0.02% | 4,202 | 104 | 2.5% | $1.04万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $41.68万 | 0.02% | 3,349 | -910 | -21.4% | -$11.32万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.54万 | 0.02% | 828 | -55 | -6.2% | -$2.76万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $41.47万 | 0.02% | 11,414 | -3 | -0.0% | -$109 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $40.83万 | 0.02% | 1,644 | -546 | -24.9% | -$13.56万 | 减仓 |
| REGL | PROSHARES TR | $40.79万 | 0.02% | 4,455 | -22 | -0.5% | -$2,014 | 减仓 |
| EIS | ISHARES INC | $40.54万 | 0.02% | 3,358 | -41 | -1.2% | -$4,950 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $40.52万 | 0.02% | 46,841 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $40.29万 | 0.02% | 3,238 | 780 | 31.7% | $9.70万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $40.07万 | 0.02% | 5,141 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $39.51万 | 0.02% | 2,267 | 24 | 1.1% | $4,183 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $39.49万 | 0.02% | 5,384 | 5,384 | — | $39.49万 | 新建仓 |
| PAYX | PAYCHEX INC | $39.44万 | 0.02% | 4,011 | 1 | 0.0% | $98 | 加仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $39.37万 | 0.02% | 37,350 | 8,828 | 31.0% | $9.30万 | 加仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $39.05万 | 0.02% | 30,600 | -150 | -0.5% | -$1,914 | 减仓 |
| HUM | HUMANA INC | $39.02万 | 0.02% | 982 | 10 | 1.0% | $3,973 | 重新持有 |
| EFX | EQUIFAX INC | $38.81万 | 0.02% | 2,445 | -5 | -0.2% | -$794 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $38.31万 | 0.02% | 1,082 | -13 | -1.2% | -$4,603 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $38.17万 | 0.02% | 1,302 | -5 | -0.4% | -$1,466 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $38.06万 | 0.02% | 6,978 | 1,255 | 21.9% | $6.84万 | 加仓 |
| IVLU | ISHARES TR | $37.91万 | 0.02% | 9,064 | 2,289 | 33.8% | $9.57万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $37.89万 | 0.02% | 1,304 | 16 | 1.2% | $4,650 | 加仓 |
| SRE | SEMPRA | $37.29万 | 0.02% | 4,022 | -59 | -1.4% | -$5,470 | 减仓 |
| — | ISHARES INC | $37.07万 | 0.02% | 8,758 | -115 | -1.3% | -$4,867 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $36.80万 | 0.02% | 1,087 | 0 | 0.0% | — | 不变 |