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 |
|---|---|---|---|---|---|---|---|---|
| SYSB | ISHARES TR | $36.67万 | 0.02% | 4,133 | -1,654 | -28.6% | -$14.67万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $36.27万 | 0.02% | 5,026 | -50 | -1.0% | -$3,608 | 减仓 |
| OMC | OMNICOM GROUP INC | $36.24万 | 0.02% | 4,976 | 117 | 2.4% | $8,522 | 加仓 |
| IWX | ISHARES TR | $35.87万 | 0.02% | 3,411 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $35.86万 | 0.02% | 3,829 | -1,814 | -32.1% | -$16.99万 | 减仓 |
| EMXC | ISHARES INC | $35.76万 | 0.02% | 3,496 | 159 | 4.8% | $1.63万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $35.69万 | 0.02% | 5,698 | 164 | 3.0% | $1.03万 | 加仓 |
| EWI | ISHARES INC | $35.37万 | 0.02% | 5,971 | -74 | -1.2% | -$4,384 | 减仓 |
| SHOP | SHOPIFY INC | $35.35万 | 0.02% | 3,096 | 913 | 41.8% | $10.43万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $35.10万 | 0.02% | 1,896 | -57 | -2.9% | -$1.06万 | 减仓 |
| EWP | ISHARES INC | $34.97万 | 0.02% | 5,887 | -81 | -1.4% | -$4,811 | 减仓 |
| VGT | VANGUARD WORLD FD | $34.86万 | 0.02% | 2,917 | 29 | 1.0% | $3,466 | 加仓 |
| TEM | TEMPUS AI INC | $34.83万 | 0.02% | 6,012 | 6,012 | — | $34.83万 | 新建仓 |
| TGT | TARGET CORP | $34.72万 | 0.02% | 2,659 | 58 | 2.2% | $7,574 | 加仓 |
| EYPT | EYEPOINT PHARMACEUTICALS INC | $34.59万 | 0.02% | 24,190 | 750 | 3.2% | $1.07万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $34.55万 | 0.02% | 10,750 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $34.06万 | 0.02% | 6,066 | -62 | -1.0% | -$3,482 | 减仓 |
| CF | CF INDS HLDGS INC | $33.98万 | 0.02% | 3,139 | -5 | -0.2% | -$541 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $33.92万 | 0.02% | 2,391 | -1 | -0.0% | -$142 | 减仓 |
| — | NORTHERN LTS FD TR IV | $33.91万 | 0.02% | 7,761 | 153 | 2.0% | $6,684 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $33.78万 | 0.02% | 6,141 | 19 | 0.3% | $1,045 | 加仓 |
| HSIC | HENRY SCHEIN INC | $33.61万 | 0.02% | 4,024 | -19 | -0.5% | -$1,587 | 减仓 |
| WELL | WELLTOWER INC | $33.52万 | 0.02% | 1,477 | 94 | 6.8% | $2.13万 | 加仓 |
| FTNT | FORTINET INC | $33.43万 | 0.02% | 2,176 | 2,176 | — | $33.43万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $33.05万 | 0.02% | 7,002 | 7,002 | — | $33.05万 | 新建仓 |
| IDEV | ISHARES TR | $32.45万 | 0.02% | 3,646 | 3,646 | — | $32.45万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $32.37万 | 0.02% | 6,038 | 1,362 | 29.1% | $7.30万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $32.37万 | 0.02% | 3,978 | -784 | -16.5% | -$6.38万 | 减仓 |
| IJH | ISHARES TR | $31.84万 | 0.01% | 4,129 | 870 | 26.7% | $6.71万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $31.52万 | 0.01% | 1,122 | 6 | 0.5% | $1,686 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $31.50万 | 0.01% | 3,811 | 3,811 | — | $31.50万 | 新建仓 |
| ADBE | ADOBE INC | $31.08万 | 0.01% | 1,516 | -44 | -2.8% | -$9,021 | 减仓 |
| VPU | VANGUARD WORLD FD | $30.76万 | 0.01% | 1,572 | 54 | 3.6% | $1.06万 | 加仓 |
| IDXX | IDEXX LABS INC | $30.32万 | 0.01% | 576 | -5 | -0.9% | -$2,632 | 减仓 |
| EWH | ISHARES INC | $30.22万 | 0.01% | 14,447 | -198 | -1.4% | -$4,142 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $29.75万 | 0.01% | 5,873 | 1,644 | 38.9% | $8.33万 | 加仓 |
| STIP | ISHARES TR | $29.69万 | 0.01% | 2,906 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $29.54万 | 0.01% | 573 | 7 | 1.2% | $3,609 | 加仓 |
| FVD | FIRST TR VALUE LINE DIVID IN | $29.37万 | 0.01% | 6,095 | 36 | 0.6% | $1,734 | 加仓 |
| IWS | ISHARES TR | $29.27万 | 0.01% | 1,778 | 373 | 26.5% | $6.14万 | 加仓 |
| SYY | SYSCO CORP | $28.97万 | 0.01% | 3,466 | -32 | -0.9% | -$2,675 | 减仓 |
| TMUS | T-MOBILE US INC | $28.94万 | 0.01% | 1,726 | -652 | -27.4% | -$10.93万 | 减仓 |
| RL | RALPH LAUREN CORP | $28.86万 | 0.01% | 719 | 18 | 2.6% | $7,225 | 加仓 |
| NOW | SERVICENOW INC | $28.43万 | 0.01% | 2,864 | 450 | 18.6% | $4.47万 | 加仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $28.13万 | 0.01% | 20,323 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR MORNINGSTAR DIVID L | $27.91万 | 0.01% | 5,736 | -7 | -0.1% | -$341 | 减仓 |
| SIL | GLOBAL X FDS | $27.62万 | 0.01% | 3,565 | 225 | 6.7% | $1.74万 | 加仓 |
| MUNI | PIMCO ETF TR | $27.61万 | 0.01% | 5,250 | 27 | 0.5% | $1,420 | 加仓 |
| — | ETF SER SOLUTIONS | $27.58万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $27.41万 | 0.01% | 909 | 909 | — | $27.41万 | 新建仓 |
| — | ETF SER SOLUTIONS | $27.21万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $27.08万 | 0.01% | 10,000 | 10,000 | — | $27.08万 | 新建仓 |
| TIP | ISHARES TR | $26.96万 | 0.01% | 2,464 | 116 | 4.9% | $1.27万 | 加仓 |
| BBH | VANECK ETF TRUST | $26.42万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $26.25万 | 0.01% | 4,788 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.11万 | 0.01% | 3,487 | 38 | 1.1% | $2,846 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $26.09万 | 0.01% | 4,511 | -137 | -2.9% | -$7,923 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $25.74万 | 0.01% | 6,100 | 6,100 | — | $25.74万 | 新建仓 |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $25.31万 | 0.01% | 1,586 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $25.11万 | 0.01% | 2,413 | 2,413 | — | $25.11万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $25.10万 | 0.01% | 331 | -43 | -11.5% | -$3.26万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $25.00万 | 0.01% | 3,365 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $24.73万 | 0.01% | 5,454 | 469 | 9.4% | $2.13万 | 加仓 |
| XEL | XCEL ENERGY INC | $24.71万 | 0.01% | 3,077 | -133 | -4.1% | -$1.07万 | 减仓 |
| MSTR | MICROSTRATEGY INC | $24.54万 | 0.01% | 2,823 | -186 | -6.2% | -$1.62万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $24.43万 | 0.01% | 8,552 | 8,552 | — | $24.43万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $24.07万 | 0.01% | 1,300 | 1,300 | — | $24.07万 | 新建仓 |
| — | TCW ETF TRUST | $24.06万 | 0.01% | 4,341 | 4,341 | — | $24.06万 | 新建仓 |
| AMT | AMERICAN TOWER CORP NEW | $23.93万 | 0.01% | 1,463 | -10 | -0.7% | -$1,636 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $23.90万 | 0.01% | 7,915 | -1,021 | -11.4% | -$3.08万 | 重新持有 |
| SNPE | DBX ETF TR | $23.87万 | 0.01% | 3,466 | 2 | 0.1% | $138 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $23.62万 | 0.01% | 1,489 | 115 | 8.4% | $1.82万 | 重新持有 |
| CALF | PACER FDS TR | $23.55万 | 0.01% | 4,654 | 4,654 | — | $23.55万 | 新建仓 |
| DGRW | WISDOMTREE TR | $23.48万 | 0.01% | 2,456 | 2,456 | — | $23.48万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $23.29万 | 0.01% | 9,487 | -17 | -0.2% | -$417 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $23.18万 | 0.01% | 8,694 | 65 | 0.8% | $1,733 | 加仓 |
| ELCV | STRATEGY SHS | $22.77万 | 0.01% | 6,927 | 6,927 | — | $22.77万 | 新建仓 |
| CTAS | CINTAS CORP | $22.72万 | 0.01% | 1,336 | -39 | -2.8% | -$6,631 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $22.65万 | 0.01% | 2,016 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $22.36万 | 0.01% | 4,547 | 4,547 | — | $22.36万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $22.36万 | 0.01% | 810 | 810 | — | $22.36万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $22.35万 | 0.01% | 1,114 | -14 | -1.2% | -$2,808 | 减仓 |
| PTNQ | PACER FDS TR | $22.24万 | 0.01% | 2,509 | -900 | -26.4% | -$7.98万 | 重新持有 |
| OWL | BLUE OWL CAPITAL INC | $22.17万 | 0.01% | 25,337 | 5,381 | 27.0% | $4.71万 | 加仓 |
| CSL | CARLISLE COS INC | $22.09万 | 0.01% | 609 | 609 | — | $22.09万 | 新建仓 |
| DIVB | ISHARES TR | $22.03万 | 0.01% | 3,577 | 3,577 | — | $22.03万 | 新建仓 |
| EMB | ISHARES TR | $21.62万 | 0.01% | 2,241 | -2,691 | -54.6% | -$25.96万 | 减仓 |
| IQLT | ISHARES TR | $21.60万 | 0.01% | 4,359 | 4,359 | — | $21.60万 | 新建仓 |
| JSI | JANUS DETROIT STR TR | $21.55万 | 0.01% | 4,209 | 259 | 6.6% | $1.33万 | 加仓 |
| — | ELECTRONIC ARTS INC | $21.55万 | 0.01% | 1,051 | 1,051 | — | $21.55万 | 新建仓 |
| HUBB | HUBBELL INC | $21.50万 | 0.01% | 411 | 411 | — | $21.50万 | 新建仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $21.40万 | 0.01% | 3,171 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $21.33万 | 0.01% | 3,923 | 3,923 | — | $21.33万 | 新建仓 |
| — | CALAMOS ETF TR | $21.28万 | 0.01% | 7,700 | 90 | 1.2% | $2,487 | 加仓 |
| VDE | VANGUARD WORLD FD | $21.26万 | 0.01% | 1,416 | 34 | 2.5% | $5,104 | 加仓 |
| GNMA | ISHARES TR | $21.22万 | 0.01% | 4,798 | 4,798 | — | $21.22万 | 新建仓 |
| MKL | MARKEL GROUP INC | $20.70万 | 0.01% | 106 | 4 | 3.9% | $7,812 | 重新持有 |
| SPYG | SPDR SERIES TRUST | $20.67万 | 0.01% | 1,737 | 1,737 | — | $20.67万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $20.65万 | 0.01% | 1,305 | 1,305 | — | $20.65万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $20.65万 | 0.01% | 1,150 | 1,150 | — | $20.65万 | 新建仓 |