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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES INC | $31.45万 | 0.02% | 8,873 | -563 | -6.0% | -$2.00万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.27万 | 0.02% | 10,750 | 10,750 | — | $31.27万 | 新建仓 |
| JUCY | ETF SER SOLUTIONS | $31.12万 | 0.02% | 14,049 | 96 | 0.7% | $2,126 | 加仓 |
| CINF | CINCINNATI FINL CORP | $30.72万 | 0.02% | 1,953 | 105 | 5.7% | $1.65万 | 加仓 |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $30.21万 | 0.02% | 23,440 | 450 | 2.0% | $5,801 | 加仓 |
| SIL | GLOBAL X FDS | $30.09万 | 0.02% | 3,340 | -1,674 | -33.4% | -$15.08万 | 减仓 |
| VPU | VANGUARD WORLD FD | $30.07万 | 0.02% | 1,518 | 122 | 8.7% | $2.42万 | 加仓 |
| STIP | ISHARES TR | $30.06万 | 0.02% | 2,906 | -1,960 | -40.3% | -$20.27万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $29.93万 | 0.02% | 2,392 | 88 | 3.8% | $1.10万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $29.84万 | 0.02% | 11,678 | -1,247 | -9.6% | -$3.19万 | 减仓 |
| HSIC | HENRY SCHEIN INC | $29.80万 | 0.02% | 4,043 | -97 | -2.3% | -$7,149 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $29.67万 | 0.02% | 6,122 | 10 | 0.2% | $485 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $29.56万 | 0.02% | 23,058 | -2,222 | -8.8% | -$2.85万 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $29.38万 | 0.02% | 28,522 | 2,512 | 9.7% | $2.59万 | 加仓 |
| FDL | FIRST TR MORNINGSTAR DIVID L | $29.17万 | 0.02% | 5,743 | 39 | 0.7% | $1,981 | 加仓 |
| KRE | SPDR SERIES TRUST | $28.85万 | 0.02% | 4,428 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR VALUE LINE DIVID IN | $28.50万 | 0.01% | 6,059 | 11 | 0.2% | $517 | 加仓 |
| — | NORTHERN LTS FD TR IV | $28.23万 | 0.01% | 7,608 | 1,640 | 27.5% | $6.09万 | 加仓 |
| AIQ | GLOBAL X FDS | $27.67万 | 0.01% | 5,928 | 5,928 | — | $27.67万 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $27.56万 | 0.01% | 5,534 | 107 | 2.0% | $5,330 | 加仓 |
| EFG | ISHARES TR | $27.37万 | 0.01% | 2,458 | -267 | -9.8% | -$2.97万 | 减仓 |
| WELL | WELLTOWER INC | $27.34万 | 0.01% | 1,383 | -9 | -0.6% | -$1,779 | 减仓 |
| CMCSA | COMCAST CORP NEW | $27.28万 | 0.01% | 9,504 | 2,689 | 39.5% | $7.72万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $27.28万 | 0.01% | 7,689 | -54 | -0.7% | -$1,916 | 减仓 |
| MUNI | PIMCO ETF TR | $27.26万 | 0.01% | 5,223 | -212 | -3.9% | -$1.11万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $27.22万 | 0.01% | 5,723 | 93 | 1.7% | $4,424 | 加仓 |
| IVLU | ISHARES TR | $26.88万 | 0.01% | 6,775 | -34 | -0.5% | -$1,349 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $26.79万 | 0.01% | 4,648 | 744 | 19.1% | $4.29万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $26.42万 | 0.01% | 2,016 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $26.25万 | 0.01% | 3,337 | 512 | 18.1% | $4.03万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.93万 | 0.01% | 4,788 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $25.91万 | 0.01% | 2,348 | -254 | -9.8% | -$2.80万 | 减仓 |
| SHOP | SHOPIFY INC | $25.90万 | 0.01% | 2,183 | -7,422 | -77.3% | -$88.05万 | 减仓 |
| WMB | WILLIAMS COS INC | $25.86万 | 0.01% | 3,554 | -144,349 | -97.6% | -$1,050.52万 | 减仓 |
| XEL | XCEL ENERGY INC | $25.50万 | 0.01% | 3,210 | 121 | 3.9% | $9,612 | 加仓 |
| CW | CURTISS WRIGHT CORP | $25.48万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $25.42万 | 0.01% | 1,473 | -12,676 | -89.6% | -$218.75万 | 减仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $25.36万 | 0.01% | 20,323 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $25.24万 | 0.01% | 2,414 | 179 | 8.0% | $1.87万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $25.23万 | 0.01% | 3,449 | 11 | 0.3% | $805 | 加仓 |
| VGT | VANGUARD WORLD FD | $25.16万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $25.10万 | 0.01% | 10,000 | 10,000 | — | $25.10万 | 新建仓 |
| — | ETF SER SOLUTIONS | $25.06万 | 0.01% | 10,000 | 10,000 | — | $25.06万 | 新建仓 |
| SYY | SYSCO CORP | $24.95万 | 0.01% | 3,498 | 112 | 3.3% | $7,989 | 加仓 |
| BBH | VANECK ETF TRUST | $24.44万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $24.11万 | 0.01% | 701 | 701 | — | $24.11万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $23.92万 | 0.01% | 1,382 | 1,382 | — | $23.92万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR E | $23.74万 | 0.01% | 11,955 | -15,704 | -56.8% | -$31.19万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $23.69万 | 0.01% | 8,629 | -50,060 | -85.3% | -$137.46万 | 减仓 |
| CTAS | CINTAS CORP | $23.25万 | 0.01% | 1,375 | -4,048 | -74.6% | -$68.45万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $23.09万 | 0.01% | 4,676 | -1,552 | -24.9% | -$7.66万 | 减仓 |
| MPLX | MPLX LP | $22.91万 | 0.01% | 4,015 | 4,015 | — | $22.91万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $22.88万 | 0.01% | 4,985 | -293 | -5.6% | -$1.34万 | 减仓 |
| APP | APPLOVIN CORP | $22.54万 | 0.01% | 566 | -1,961 | -77.6% | -$78.09万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $22.25万 | 0.01% | 3,365 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $22.23万 | 0.01% | 4,327 | 4,327 | — | $22.23万 | 新建仓 |
| CCL | CARNIVAL CORP | $22.13万 | 0.01% | 8,551 | 2 | 0.0% | $52 | 加仓 |
| IJH | ISHARES TR | $22.01万 | 0.01% | 3,259 | 2 | 0.1% | $135 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $21.96万 | 0.01% | 1,116 | 15 | 1.4% | $2,952 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $21.81万 | 0.01% | 1,927 | 1,927 | — | $21.81万 | 新建仓 |
| IWB | ISHARES TR | $21.43万 | 0.01% | 601 | -4,645 | -88.5% | -$165.62万 | 减仓 |
| DOW | DOW HLDGS INC | $21.30万 | 0.01% | 5,113 | 5,113 | — | $21.30万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $21.14万 | 0.01% | 4,229 | -33,974 | -88.9% | -$169.82万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $20.75万 | 0.01% | 2,692 | -3 | -0.1% | -$231 | 减仓 |
| SNPE | DBX ETF TR | $20.63万 | 0.01% | 3,464 | -309 | -8.2% | -$1.84万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $20.60万 | 0.01% | 3,171 | 3,171 | — | $20.60万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $20.58万 | 0.01% | 1,128 | -515 | -31.3% | -$9.39万 | 减仓 |
| — | CALAMOS ETF TR | $20.56万 | 0.01% | 7,610 | -1,050 | -12.1% | -$2.84万 | 减仓 |
| IWS | ISHARES TR | $20.48万 | 0.01% | 1,405 | -1,482 | -51.3% | -$21.60万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $20.36万 | 0.01% | 3,950 | 3,950 | — | $20.36万 | 新建仓 |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $20.14万 | 0.01% | 1,586 | -27 | -1.7% | -$3,428 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $18.22万 | 0.01% | 19,956 | 19,956 | — | $18.22万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $14.93万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $14.01万 | 0.01% | 12,139 | 442 | 3.8% | $5,101 | 加仓 |
| BITO | PROSHARES TR | $13.62万 | 0.01% | 14,626 | 14,626 | — | $13.62万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $10.32万 | 0.01% | 12,494 | 12,494 | — | $10.32万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $6.87万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | TUHURA BIOSCIENCES INC | $1.90万 | 0.00% | 10,627 | -20,436 | -65.8% | -$3.66万 | 减仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -220,721 | -100.0% | -$1,007.37万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -224,376 | -100.0% | -$999.15万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -225,812 | -100.0% | -$827.15万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -158,715 | -100.0% | -$778.34万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -646,257 | -100.0% | -$704.42万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -102,346 | -100.0% | -$685.00万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -48,588 | -100.0% | -$179.78万 | 清仓 |
| FXR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -22,410 | -100.0% | -$178.99万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,402 | -100.0% | -$172.33万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -7,396 | -100.0% | -$135.99万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -5,102 | -100.0% | -$130.63万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,907 | -100.0% | -$112.46万 | 清仓 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | -16,212 | -100.0% | -$74.02万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -12,683 | -100.0% | -$62.97万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,516 | -100.0% | -$42.94万 | 清仓 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -8,098 | -100.0% | -$38.63万 | 清仓 |
| — | HERON THERAPEUTICS INC | $0 | 0.00% | 0 | -248,087 | -100.0% | -$32.25万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,770 | -100.0% | -$30.73万 | 清仓 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -5,916 | -100.0% | -$30.63万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -5,847 | -100.0% | -$29.75万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -51 | -100.0% | -$27.31万 | 清仓 |
| PTNQ | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |