Financial Synergies Wealth Advisors, Inc.
HOUSTON TX · SEC CIK 0002017868
$11.80亿2026Q2 申报市值
116持仓数
71.3%前十大占比 · 第一大 14.5%
6 / 3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
VOO 加仓+$254.47万
SNDK 加仓+$139.38万
FBND 加仓+$76.45万
TSLA 加仓+$72.64万
PMBS 加仓+$45.10万
2026Q2 卖出最多 按季末市值估算
VTV 减仓-$434.12万
IVV 减仓-$348.16万
VUG 减仓-$342.57万
VEA 减仓-$296.45万
IEMG 减仓-$271.32万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $34.75万 | 0.03% | 1,010 | -3 | -0.3% | -$1,032 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $28.58万 | 0.02% | 7,202 | 63 | 0.9% | $2,500 | 加仓 |
| PG | PROCTER & GAMBLE CO | $27.65万 | 0.02% | 1,885 | 219 | 13.1% | $3.21万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.40万 | 0.02% | 525 | 1 | 0.2% | $522 | 加仓 |
| LLY | ELI LILLY & CO | $27.26万 | 0.02% | 227 | 227 | — | $27.26万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $26.46万 | 0.02% | 1,725 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $25.05万 | 0.02% | 1,585 | 0 | 0.0% | — | 不变 |
| VPLS | VANGUARD MALVERN FDS | $22.26万 | 0.02% | 2,870 | 38 | 1.3% | $2,948 | 加仓 |
| RTX | RTX CORPORATION | $22.14万 | 0.02% | 1,167 | 112 | 10.6% | $2.12万 | 加仓 |
| V | VISA INC | $21.60万 | 0.02% | 629 | -3 | -0.5% | -$1,030 | 重新持有 |
| BXSL | BLACKSTONE SECD LENDING FD | $21.18万 | 0.02% | 8,931 | -1,366 | -13.3% | -$3.24万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.61万 | 0.02% | 968 | 968 | — | $20.61万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $20.47万 | 0.02% | 2,803 | 2,803 | — | $20.47万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.38万 | 0.02% | 861 | -441 | -33.9% | -$10.44万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $20.36万 | 0.02% | 1,125 | 1,125 | — | $20.36万 | 新建仓 |
| HD | HOME DEPOT INC | $20.36万 | 0.02% | 577 | -94 | -14.0% | -$3.32万 | 重新持有 |
| DFCF | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,701 | -100.0% | -$45.18万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -3,054 | -100.0% | -$40.31万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,500 | -100.0% | -$21.90万 | 清仓 |