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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $7,175.94万 | 3.35% | 192,374 | -210 | -0.1% | -$7.83万 | 减仓 |
| AAPL | APPLE INC | $6,752.73万 | 3.16% | 233,368 | 7,550 | 3.3% | $218.47万 | 加仓 |
| AVGO | BROADCOM INC | $6,449.21万 | 3.01% | 170,727 | 733 | 0.4% | $27.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,343.79万 | 2.97% | 317,047 | 1,932 | 0.6% | $38.66万 | 加仓 |
| AMZN | AMAZON COM INC | $4,755.42万 | 2.22% | 199,523 | 4,287 | 2.2% | $102.18万 | 加仓 |
| ABBV | ABBVIE INC | $3,452.78万 | 1.61% | 137,211 | 305 | 0.2% | $7.68万 | 加仓 |
| GOOGL | ALPHABET INC | $3,377.66万 | 1.58% | 94,514 | -6,808 | -6.7% | -$243.30万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $3,131.13万 | 1.46% | 1,157,535 | 24,786 | 2.2% | $67.05万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,108.22万 | 1.45% | 102,541 | 5,583 | 5.8% | $169.23万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,015.13万 | 1.41% | 662,811 | 17,500 | 2.7% | $79.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,971.53万 | 1.39% | 62,222 | 1,972 | 3.3% | $94.18万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $2,584.08万 | 1.21% | 1,239,068 | 34,249 | 2.8% | $71.43万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $2,535.68万 | 1.19% | 77,465 | -39 | -0.1% | -$1.28万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $2,171.69万 | 1.02% | 872,866 | 32,949 | 3.9% | $81.98万 | 加仓 |
| LLY | ELI LILLY & CO | $2,150.18万 | 1.01% | 17,927 | -41 | -0.2% | -$4.92万 | 减仓 |
| IGIB | ISHARES TR | $2,127.52万 | 0.99% | 400,135 | 15,072 | 3.9% | $80.14万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $2,122.76万 | 0.99% | 1,112,557 | 41,774 | 3.9% | $79.70万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,101.93万 | 0.98% | 419,129 | 15,684 | 3.9% | $78.66万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $2,100.23万 | 0.98% | 469,326 | 21,512 | 4.8% | $96.27万 | 加仓 |
| XOM | EXXON MOBIL CORP | $2,092.33万 | 0.98% | 153,038 | 153,038 | — | $2,092.33万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $2,018.30万 | 0.94% | 234,304 | 3,124 | 1.4% | $26.91万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,988.25万 | 0.93% | 78,287 | -3,056 | -3.8% | -$77.61万 | 减仓 |
| IVV | ISHARES TR | $1,940.16万 | 0.91% | 25,907 | 1,330 | 5.4% | $99.60万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,865.75万 | 0.87% | 247,086 | -734 | -0.3% | -$5.54万 | 减仓 |
| META | META PLATFORMS INC | $1,823.15万 | 0.85% | 32,366 | -919 | -2.8% | -$51.77万 | 减仓 |
| PHYS | SPROTT PHYSICAL GOLD TR | $1,759.08万 | 0.82% | 583,054 | 19,956 | 3.5% | $60.21万 | 加仓 |
| ORCL | ORACLE CORP | $1,724.16万 | 0.81% | 117,650 | 3,274 | 2.9% | $47.98万 | 加仓 |
| TJX | TJX COS INC NEW | $1,723.53万 | 0.81% | 113,765 | 1,026 | 0.9% | $15.54万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,721.54万 | 0.80% | 225,333 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $1,668.78万 | 0.78% | 142,072 | 8,245 | 6.2% | $96.85万 | 加仓 |
| HD | HOME DEPOT INC | $1,644.63万 | 0.77% | 46,632 | 1,009 | 2.2% | $35.59万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $1,555.29万 | 0.73% | 20,827 | -606 | -2.8% | -$45.25万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $1,548.84万 | 0.72% | 927,452 | 307,630 | 49.6% | $513.74万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,544.20万 | 0.72% | 38,880 | 1,396 | 3.7% | $55.45万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $1,533.56万 | 0.72% | 1,999,420 | 204,050 | 11.4% | $156.51万 | 加仓 |
| LIN | LINDE PLC | $1,519.85万 | 0.71% | 29,288 | 6,660 | 29.4% | $345.61万 | 加仓 |
| MS | MORGAN STANLEY | $1,480.83万 | 0.69% | 70,839 | 4,007 | 6.0% | $83.76万 | 加仓 |
| ABT | ABBOTT LABS | $1,478.42万 | 0.69% | 162,929 | -21 | -0.0% | -$1,906 | 减仓 |
| MO | ALTRIA GROUP INC | $1,433.49万 | 0.67% | 199,235 | 2,916 | 1.5% | $20.98万 | 加仓 |
| MRK | MERCK & CO INC | $1,393.28万 | 0.65% | 108,426 | 3,929 | 3.8% | $50.49万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,374.92万 | 0.64% | 46,127 | -603 | -1.3% | -$17.97万 | 减仓 |
| URA | GLOBAL X FDS | $1,314.96万 | 0.61% | 300,907 | 11,543 | 4.0% | $50.44万 | 加仓 |
| PFE | PFIZER INC | $1,292.41万 | 0.60% | 536,714 | 19,963 | 3.9% | $48.07万 | 加仓 |
| GOOG | ALPHABET INC | $1,279.24万 | 0.60% | 36,205 | 124 | 0.3% | $4.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,260.62万 | 0.59% | 34,067 | 877 | 2.6% | $32.45万 | 加仓 |
| CB | CHUBB LIMITED | $1,258.09万 | 0.59% | 36,922 | 7,964 | 27.5% | $271.37万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $1,241.40万 | 0.58% | 637,922 | 31,976 | 5.3% | $62.23万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,192.77万 | 0.56% | 135,898 | 2,049 | 1.5% | $17.98万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,178.40万 | 0.55% | 86,134 | 3,271 | 3.9% | $44.75万 | 加仓 |
| MET | METLIFE INC | $1,173.71万 | 0.55% | 138,721 | 6,018 | 4.5% | $50.92万 | 加仓 |
| RTX | RTX CORPORATION | $1,164.87万 | 0.54% | 61,396 | -17,544 | -22.2% | -$332.86万 | 减仓 |
| CVX | CHEVRON CORP NEW | $1,158.84万 | 0.54% | 69,911 | 2,011 | 3.0% | $33.33万 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $1,145.74万 | 0.54% | 915,131 | 35,250 | 4.0% | $44.13万 | 加仓 |
| ETN | EATON CORP PLC | $1,144.03万 | 0.53% | 26,848 | 557 | 2.1% | $23.73万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,136.64万 | 0.53% | 52,156 | -109 | -0.2% | -$2.38万 | 减仓 |
| V | VISA INC | $1,125.77万 | 0.53% | 32,813 | 2,630 | 8.7% | $90.23万 | 加仓 |
| DTE | DTE ENERGY CO | $1,118.20万 | 0.52% | 73,387 | 3,195 | 4.6% | $48.68万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,117.24万 | 0.52% | 263,873 | 9,309 | 3.7% | $39.41万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,097.45万 | 0.51% | 86,700 | 2,722 | 3.2% | $34.46万 | 加仓 |
| CAT | CATERPILLAR INC | $1,095.33万 | 0.51% | 10,286 | -254 | -2.4% | -$27.05万 | 减仓 |
| PSLV | SPROTT PHYSICAL SILVER TR | $1,088.27万 | 0.51% | 576,722 | 31,687 | 5.8% | $59.79万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,078.06万 | 0.50% | 337,210 | 12,727 | 3.9% | $40.69万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,074.38万 | 0.50% | 186,460 | 10,803 | 6.2% | $62.25万 | 加仓 |
| OKE | ONEOK INC NEW | $1,073.68万 | 0.50% | 123,497 | 4,759 | 4.0% | $41.37万 | 加仓 |
| SJM | SMUCKER J M CO | $1,069.93万 | 0.50% | 95,105 | 5,094 | 5.7% | $57.31万 | 加仓 |
| TSLA | TESLA INC | $1,048.04万 | 0.49% | 24,918 | 1,621 | 7.0% | $68.18万 | 加仓 |
| UNP | UNION PAC CORP | $1,036.81万 | 0.48% | 38,118 | 524 | 1.4% | $14.25万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,029.05万 | 0.48% | 30,423 | 1,157 | 4.0% | $39.14万 | 加仓 |
| KHC | KRAFT HEINZ CO | $1,002.99万 | 0.47% | 424,635 | 19,982 | 4.9% | $47.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $999.18万 | 0.47% | 29,300 | 2,976 | 11.3% | $101.49万 | 加仓 |
| KO | COCA COLA CO | $991.00万 | 0.46% | 121,939 | 4,650 | 4.0% | $37.79万 | 加仓 |
| ZROZ | PIMCO ETF TR | $989.26万 | 0.46% | 154,331 | 4,843 | 3.2% | $31.04万 | 加仓 |
| O | REALTY INCOME CORP | $976.52万 | 0.46% | 157,605 | 9,532 | 6.4% | $59.06万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $966.32万 | 0.45% | 13,739 | -2,334 | -14.5% | -$164.16万 | 减仓 |
| AMAT | APPLIED MATLS INC | $965.99万 | 0.45% | 13,361 | 7,946 | 146.7% | $574.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $953.96万 | 0.45% | 81,766 | -1,708 | -2.0% | -$19.93万 | 减仓 |
| IWF | ISHARES TR | $949.09万 | 0.44% | 76,434 | 746 | 1.0% | $9.26万 | 加仓 |
| MCD | MCDONALDS CORP | $922.29万 | 0.43% | 34,120 | 757 | 2.3% | $20.46万 | 加仓 |
| PLD | PROLOGIS INC. | $916.72万 | 0.43% | 67,669 | 1,735 | 2.6% | $23.50万 | 加仓 |
| UGI | UGI CORP NEW | $891.76万 | 0.42% | 258,181 | 7,409 | 3.0% | $25.59万 | 加仓 |
| BLK | BLACKROCK INC | $862.89万 | 0.40% | 8,974 | 225 | 2.6% | $21.63万 | 加仓 |
| T | AT&T INC | $853.38万 | 0.40% | 412,259 | 23,372 | 6.0% | $48.38万 | 加仓 |
| GIS | GENERAL MLS INC | $834.46万 | 0.39% | 239,788 | 22,456 | 10.3% | $78.15万 | 加仓 |
| CLX | CLOROX CO DEL | $828.04万 | 0.39% | 86,760 | 7,449 | 9.4% | $71.09万 | 加仓 |
| MLN | VANECK ETF TRUST | $779.04万 | 0.36% | 438,155 | 14,471 | 3.4% | $25.73万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $741.61万 | 0.35% | 109,044 | -780 | -0.7% | -$5.30万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $740.05万 | 0.35% | 93,194 | 9,436 | 11.3% | $74.93万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $739.47万 | 0.35% | 7,663 | -1,780 | -18.8% | -$171.77万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $724.11万 | 0.34% | 14,743 | -1,333 | -8.3% | -$65.47万 | 减仓 |
| WMT | WALMART INC | $676.03万 | 0.32% | 59,688 | -1,419 | -2.3% | -$16.07万 | 减仓 |
| BIL | SPDR SER TR | $674.49万 | 0.32% | 73,603 | 54,006 | 275.6% | $494.91万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $652.01万 | 0.30% | 104,977 | -12,579 | -10.7% | -$78.13万 | 减仓 |
| APH | AMPHENOL CORP | $626.34万 | 0.29% | 35,523 | 1,723 | 5.1% | $30.38万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $609.76万 | 0.29% | 11,872 | 349 | 3.0% | $17.92万 | 加仓 |
| HYD | VANECK ETF TRUST | $594.94万 | 0.28% | 115,499 | 307 | 0.3% | $1.58万 | 加仓 |
| INTC | INTEL CORP | $593.79万 | 0.28% | 42,526 | 13 | 0.0% | $1,815 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $584.43万 | 0.27% | 71,289 | 4,135 | 6.2% | $33.90万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $583.05万 | 0.27% | 111,396 | 4,369 | 4.1% | $22.87万 | 加仓 |
| AMLP | ALPS ETF TR | $566.58万 | 0.26% | 109,273 | 156 | 0.1% | $8,089 | 加仓 |
| QQQ | INVESCO QQQ TR | $554.07万 | 0.26% | 7,524 | 657 | 9.6% | $48.38万 | 加仓 |