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 |
|---|---|---|---|---|---|---|---|---|
| KNG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,189 | -100.0% | -$25.50万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -6,986 | -100.0% | -$25.35万 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -4,529 | -100.0% | -$25.17万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -2,526 | -100.0% | -$24.88万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -12,192 | -100.0% | -$24.66万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GWW | GRAINGER W W INC | $0 | 0.00% | 0 | -238 | -100.0% | -$24.05万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,030 | -100.0% | -$23.22万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,179 | -100.0% | -$21.51万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -3,212 | -100.0% | -$21.35万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | -1,606 | -100.0% | -$20.74万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,236 | -100.0% | -$20.62万 | 清仓 |
| PTMC | PACER FDS TR | $0 | 0.00% | 0 | -5,712 | -100.0% | -$20.38万 | 清仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,633 | -100.0% | -$20.19万 | 清仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $0 | 0.00% | 0 | -10,655 | -100.0% | -$15.84万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -10,992 | -100.0% | -$11.78万 | 清仓 |
| ARDX | ARDELYX INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5.83万 | 清仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.81万 | 清仓 |