Financial Synergies Wealth Advisors, Inc.
HOUSTON TX · SEC CIK 0002017868
$10.48亿2026Q1 申报市值
111持仓数
73.0%前十大占比 · 第一大 14.5%
9 / 3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
AAPL 加仓+$545.35万
MU 加仓+$415.61万
COST 新建仓+$277.31万
SNDK 新建仓+$267.86万
WDC 加仓+$260.18万
2026Q1 卖出最多 按季末市值估算
EFV 减仓-$150.51万
VUG 减仓-$148.12万
IVV 减仓-$139.00万
IEMG 减仓-$95.65万
VEA 减仓-$94.89万
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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $26.63万 | 0.03% | 939 | 939 | — | $26.63万 | 新建仓 |
| CSCO | CISCO SYS INC | $25.24万 | 0.02% | 3,253 | -795 | -19.6% | -$6.17万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $24.39万 | 0.02% | 10,297 | 183 | 1.8% | $4,335 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $24.29万 | 0.02% | 524 | 524 | — | $24.29万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $24.07万 | 0.02% | 1,666 | -345 | -17.2% | -$4.98万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.47万 | 0.02% | 1,585 | 125 | 8.6% | $1.85万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $21.97万 | 0.02% | 2,832 | 89 | 3.2% | $6,906 | 加仓 |
| SDY | SPDR SERIES TRUST | $21.90万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $21.73万 | 0.02% | 1,324 | 1,324 | — | $21.73万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $21.47万 | 0.02% | 1,725 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $20.35万 | 0.02% | 1,055 | 1,055 | — | $20.35万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -267 | -100.0% | -$23.50万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -9,377 | -100.0% | -$20.44万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,139 | -100.0% | -$20.25万 | 清仓 |