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 |
|---|---|---|---|---|---|---|---|---|
| OTIS | OTIS WORLDWIDE CORP | $20.08万 | 0.01% | 2,805 | 113 | 4.2% | $8,091 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $20.06万 | 0.01% | 1,035 | 1,035 | — | $20.06万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR E | $19.52万 | 0.01% | 12,989 | 1,034 | 8.6% | $1.55万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $16.85万 | 0.01% | 20,699 | 20,699 | — | $16.85万 | 新建仓 |
| F | FORD MTR CO | $16.54万 | 0.01% | 11,896 | -243 | -2.0% | -$3,378 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $16.39万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $14.23万 | 0.01% | 26,113 | 26,113 | — | $14.23万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $13.56万 | 0.01% | 12,697 | 12,697 | — | $13.56万 | 新建仓 |
| BITO | PROSHARES TR | $11.71万 | 0.01% | 14,677 | 51 | 0.3% | $407 | 加仓 |
| JOBY | JOBY AVIATION INC | $11.14万 | 0.01% | 12,494 | 0 | 0.0% | — | 不变 |
| RNW | RENEW ENERGY GLOBAL PLC | $9.93万 | 0.00% | 15,885 | 15,885 | — | $9.93万 | 新建仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $8.61万 | 0.00% | 10,976 | 10,976 | — | $8.61万 | 新建仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $8.60万 | 0.00% | 11,043 | 11,043 | — | $8.60万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $7.72万 | 0.00% | 13,943 | 13,943 | — | $7.72万 | 新建仓 |
| MOMO | HELLO GROUP INC | $6.67万 | 0.00% | 11,507 | 11,507 | — | $6.67万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $5.72万 | 0.00% | 10,307 | 10,307 | — | $5.72万 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $2.49万 | 0.00% | 10,627 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -151,849 | -100.0% | -$2,576.28万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -8,844 | -100.0% | -$418.55万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -61,389 | -100.0% | -$407.19万 | 清仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -41,649 | -100.0% | -$150.64万 | 清仓 |
| EMGF | ISHARES INC | $0 | 0.00% | 0 | -12,100 | -100.0% | -$73.12万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -4,754 | -100.0% | -$55.94万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -1,211 | -100.0% | -$35.89万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -4,902 | -100.0% | -$35.52万 | 清仓 |
| JUCY | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -14,049 | -100.0% | -$31.12万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,428 | -100.0% | -$28.85万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -7,689 | -100.0% | -$27.28万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -4,015 | -100.0% | -$22.91万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -4,327 | -100.0% | -$22.23万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -8,551 | -100.0% | -$22.13万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -1,927 | -100.0% | -$21.81万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -5,113 | -100.0% | -$21.30万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$6.87万 | 清仓 |