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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $7,128.89万 | 3.72% | 192,584 | 22,031 | 12.9% | $815.52万 | 加仓 |
| AAPL | APPLE INC | $5,731.04万 | 2.99% | 225,818 | 16,122 | 7.7% | $409.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,495.61万 | 2.87% | 315,115 | 25,207 | 8.7% | $439.61万 | 加仓 |
| AVGO | BROADCOM INC | $5,261.50万 | 2.74% | 169,994 | -11,980 | -6.6% | -$370.79万 | 减仓 |
| AMZN | AMAZON COM INC | $4,066.18万 | 2.12% | 195,236 | -13,174 | -6.3% | -$274.38万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $3,252.12万 | 1.70% | 1,132,749 | 187,780 | 19.9% | $539.12万 | 加仓 |
| ABBV | ABBVIE INC | $2,977.57万 | 1.55% | 136,906 | 5,016 | 3.8% | $109.09万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,943.91万 | 1.54% | 645,311 | 94,400 | 17.1% | $430.65万 | 加仓 |
| GOOGL | ALPHABET INC | $2,913.61万 | 1.52% | 101,322 | -836 | -0.8% | -$24.04万 | 减仓 |
| — | EXXON MOBIL CORP | $2,576.28万 | 1.34% | 151,849 | 72,594 | 91.6% | $1,231.63万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,539.54万 | 1.32% | 96,958 | 4,338 | 4.7% | $113.62万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $2,525.30万 | 1.32% | 1,204,819 | 225,805 | 23.1% | $473.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $2,279.86万 | 1.19% | 77,504 | -18,485 | -19.3% | -$543.75万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,184.78万 | 1.14% | 247,820 | -17,835 | -6.7% | -$157.23万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $2,080.47万 | 1.09% | 839,917 | 66,244 | 8.6% | $164.09万 | 加仓 |
| IGIB | ISHARES TR | $2,049.30万 | 1.07% | 385,063 | 27,011 | 7.5% | $143.75万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,036.13万 | 1.06% | 60,250 | -16,401 | -21.4% | -$554.27万 | 减仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $2,030.21万 | 1.06% | 1,070,783 | 98,935 | 10.2% | $187.58万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,022.07万 | 1.05% | 403,445 | 37,734 | 10.3% | $189.12万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $2,006.21万 | 1.05% | 447,814 | 43,908 | 10.9% | $196.71万 | 加仓 |
| PHYS | SPROTT PHYSICAL GOLD TR | $1,995.62万 | 1.04% | 563,098 | -133,333 | -19.1% | -$472.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,988.35万 | 1.04% | 81,343 | -48,688 | -37.4% | -$1,190.13万 | 减仓 |
| META | META PLATFORMS INC | $1,904.33万 | 0.99% | 33,285 | 1,495 | 4.7% | $85.53万 | 加仓 |
| TJX | TJX COS INC NEW | $1,800.44万 | 0.94% | 112,739 | 12,161 | 12.1% | $194.21万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,682.94万 | 0.88% | 38,530 | 1,004 | 2.7% | $43.85万 | 加仓 |
| ORCL | ORACLE CORP | $1,682.58万 | 0.88% | 114,376 | 12,582 | 12.4% | $185.09万 | 加仓 |
| ABT | ABBOTT LABS | $1,673.01万 | 0.87% | 162,950 | 2,889 | 1.8% | $29.66万 | 加仓 |
| LLY | ELI LILLY & CO | $1,652.63万 | 0.86% | 17,968 | 3,029 | 20.3% | $278.60万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,637.95万 | 0.85% | 225,333 | 6 | 0.0% | $436 | 加仓 |
| IVV | ISHARES TR | $1,605.42万 | 0.84% | 24,577 | 438 | 1.8% | $28.61万 | 加仓 |
| RTX | RTX CORPORATION | $1,522.75万 | 0.79% | 78,940 | 19,671 | 33.2% | $379.45万 | 加仓 |
| HD | HOME DEPOT INC | $1,500.51万 | 0.78% | 45,623 | -343 | -0.7% | -$11.28万 | 减仓 |
| PFE | PFIZER INC | $1,451.04万 | 0.76% | 516,751 | 415,587 | 410.8% | $1,166.97万 | 加仓 |
| CVX | CHEVRON CORP NEW | $1,404.86万 | 0.73% | 67,900 | 53,658 | 376.8% | $1,110.19万 | 加仓 |
| URA | GLOBAL X FDS | $1,401.39万 | 0.73% | 289,364 | -123,796 | -30.0% | -$599.54万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $1,393.86万 | 0.73% | 21,433 | -592 | -2.7% | -$38.50万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $1,362.77万 | 0.71% | 605,946 | 192,174 | 46.4% | $432.20万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $1,350.12万 | 0.70% | 1,795,370 | 265,100 | 17.3% | $199.36万 | 加仓 |
| PSLV | SPROTT PHYSICAL SILVER TR | $1,329.34万 | 0.69% | 545,035 | -511,692 | -48.4% | -$1,248.02万 | 减仓 |
| MO | ALTRIA GROUP INC | $1,295.51万 | 0.68% | 196,319 | 389 | 0.2% | $2.57万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,277.91万 | 0.67% | 254,564 | 5,012 | 2.0% | $25.16万 | 加仓 |
| MRK | MERCK & CO INC | $1,256.99万 | 0.66% | 104,497 | -18,586 | -15.1% | -$223.57万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,243.19万 | 0.65% | 133,849 | 12,268 | 10.1% | $113.95万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,221.05万 | 0.64% | 83,474 | -872 | -1.0% | -$12.76万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,192.52万 | 0.62% | 37,484 | -1,122 | -2.9% | -$35.70万 | 减仓 |
| T | AT&T INC | $1,127.38万 | 0.59% | 388,887 | 355,583 | 1,067.7% | $1,030.83万 | 加仓 |
| LIN | LINDE PLC | $1,121.81万 | 0.59% | 22,628 | 5,871 | 35.0% | $291.06万 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $1,101.61万 | 0.57% | 879,881 | 42,300 | 5.1% | $52.96万 | 加仓 |
| MS | MORGAN STANLEY | $1,099.85万 | 0.57% | 66,832 | -26,737 | -28.6% | -$440.01万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,099.60万 | 0.57% | 83,978 | 21,814 | 35.1% | $285.63万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,087.99万 | 0.57% | 324,483 | 13,885 | 4.5% | $46.56万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,086.17万 | 0.57% | 82,863 | 18,988 | 29.7% | $248.90万 | 加仓 |
| OKE | ONEOK INC NEW | $1,073.27万 | 0.56% | 118,738 | 108,448 | 1,053.9% | $980.26万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,065.36万 | 0.56% | 175,657 | 166,653 | 1,850.9% | $1,010.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,064.76万 | 0.56% | 33,190 | -111 | -0.3% | -$3.56万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $1,060.52万 | 0.55% | 619,822 | 147,900 | 31.3% | $253.06万 | 加仓 |
| CSCO | CISCO SYS INC | $1,038.37万 | 0.54% | 133,827 | 104,786 | 360.8% | $813.04万 | 加仓 |
| MCD | MCDONALDS CORP | $1,036.90万 | 0.54% | 33,363 | 4,915 | 17.3% | $152.76万 | 加仓 |
| GOOG | ALPHABET INC | $1,035.02万 | 0.54% | 36,081 | 574 | 1.6% | $16.47万 | 加仓 |
| DTE | DTE ENERGY CO | $1,026.34万 | 0.54% | 70,192 | 5,469 | 8.4% | $79.97万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,025.45万 | 0.53% | 52,265 | 1,797 | 3.6% | $35.26万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $991.32万 | 0.52% | 16,073 | -200 | -1.2% | -$12.34万 | 减仓 |
| ZROZ | PIMCO ETF TR | $956.87万 | 0.50% | 149,488 | 41,537 | 38.5% | $265.88万 | 加仓 |
| CB | CHUBB LIMITED | $943.82万 | 0.49% | 28,958 | 3,935 | 15.7% | $128.25万 | 加仓 |
| ETN | EATON CORP PLC | $940.34万 | 0.49% | 26,291 | 18,208 | 225.3% | $651.24万 | 加仓 |
| MET | METLIFE INC | $938.48万 | 0.49% | 132,703 | 127,222 | 2,321.1% | $899.71万 | 加仓 |
| UGI | UGI CORP NEW | $913.31万 | 0.48% | 250,772 | -11,770 | -4.5% | -$42.87万 | 减仓 |
| V | VISA INC | $912.24万 | 0.48% | 30,183 | -183 | -0.6% | -$5.53万 | 减仓 |
| UNP | UNION PAC CORP | $912.10万 | 0.48% | 37,594 | 1,873 | 5.2% | $45.44万 | 加仓 |
| KHC | KRAFT HEINZ CO | $910.06万 | 0.47% | 404,653 | 404,653 | — | $910.06万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $907.22万 | 0.47% | 46,730 | 15,816 | 51.2% | $307.05万 | 加仓 |
| O | REALTY INCOME CORP | $905.91万 | 0.47% | 148,073 | 141,181 | 2,048.5% | $863.75万 | 加仓 |
| KO | COCA COLA CO | $891.98万 | 0.47% | 117,289 | -4,227 | -3.5% | -$32.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $885.23万 | 0.46% | 29,266 | -6,434 | -18.0% | -$194.61万 | 减仓 |
| PLD | PROLOGIS INC. | $871.52万 | 0.45% | 65,934 | 7,154 | 12.2% | $94.56万 | 加仓 |
| SJM | SMUCKER J M CO | $868.07万 | 0.45% | 90,011 | 14,217 | 18.8% | $137.11万 | 加仓 |
| TSLA | TESLA INC | $866.06万 | 0.45% | 23,297 | -190 | -0.8% | -$7.06万 | 减仓 |
| BLK | BLACKROCK INC | $841.44万 | 0.44% | 8,749 | 5,272 | 151.6% | $507.04万 | 加仓 |
| CLX | CLOROX CO DEL | $821.90万 | 0.43% | 79,311 | 79,311 | — | $821.90万 | 新建仓 |
| GIS | GENERAL MLS INC | $808.91万 | 0.42% | 217,332 | 211,496 | 3,624.0% | $787.19万 | 加仓 |
| IWF | ISHARES TR | $806.85万 | 0.42% | 18,922 | -1,509 | -7.4% | -$64.35万 | 减仓 |
| WMT | WALMART INC | $759.44万 | 0.40% | 61,107 | 2,596 | 4.4% | $32.26万 | 加仓 |
| CAT | CATERPILLAR INC | $746.69万 | 0.39% | 10,540 | -2,771 | -20.8% | -$196.31万 | 减仓 |
| MLN | VANECK ETF TRUST | $738.90万 | 0.39% | 423,684 | 78,222 | 22.6% | $136.42万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $669.96万 | 0.35% | 16,076 | 450 | 2.9% | $18.75万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $638.96万 | 0.33% | 109,824 | 11,238 | 11.4% | $65.38万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $600.96万 | 0.31% | 83,758 | 19,832 | 31.0% | $142.29万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $589.19万 | 0.31% | 117,556 | -4,067 | -3.3% | -$20.38万 | 减仓 |
| HYD | VANECK ETF TRUST | $577.57万 | 0.30% | 115,192 | 18,974 | 19.7% | $95.14万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $575.75万 | 0.30% | 11,523 | 1,065 | 10.2% | $53.21万 | 加仓 |
| AMLP | ALPS ETF TR | $574.39万 | 0.30% | 109,117 | 184 | 0.2% | $9,686 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $555.79万 | 0.29% | 107,027 | -4,502 | -4.0% | -$23.38万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $531.41万 | 0.28% | 105,879 | -27,414 | -20.6% | -$137.59万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $526.97万 | 0.27% | 30,382 | 11,957 | 64.9% | $207.39万 | 加仓 |
| GLD | SPDR GOLD TR | $522.48万 | 0.27% | 12,142 | -416 | -3.3% | -$17.90万 | 减仓 |
| GOVT | ISHARES TR | $500.41万 | 0.26% | 218,426 | 128,353 | 142.5% | $294.06万 | 加仓 |
| PWRD | TCW ETF TRUST | $498.36万 | 0.26% | 50,975 | 1,081 | 2.2% | $10.57万 | 加仓 |
| IBMP | ISHARES TR | $493.85万 | 0.26% | 194,124 | 56,794 | 41.4% | $144.48万 | 加仓 |
| IBMO | ISHARES TR | $486.23万 | 0.25% | 189,709 | 43,398 | 29.7% | $111.23万 | 加仓 |
| ABFL | TRIMTABS ETF TR | $485.91万 | 0.25% | 68,303 | -31,080 | -31.3% | -$221.10万 | 减仓 |