Synergy Investment Management, LLC
ALTAMONTE SPRINGS FL · SEC CIK 0002053786
$4.13亿2026Q2 申报市值
1,086持仓数
41.9%前十大占比 · 第一大 9.8%
290 / 116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
IVV 加仓+$1,445.67万
IALT 新建仓+$819.78万
BLCR 新建仓+$522.65万
GOVT 加仓+$518.24万
CLOI 新建仓+$490.21万
2026Q2 卖出最多 按季末市值估算
SPHQ 减仓-$652.76万
SPTS 减仓-$482.04万
THRO 减仓-$166.66万
IAGG 减仓-$129.15万
SPMO 减仓-$127.24万
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 |
|---|---|---|---|---|---|---|---|---|
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $0 | 0.00% | 0 | -6,123 | -100.0% | -$14.52万 | 清仓 |
| — | ISHARES HIGH | $0 | 0.00% | 0 | -3,198 | -100.0% | -$9.43万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -306 | -100.0% | -$6.56万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -334 | -100.0% | -$5.80万 | 清仓 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,458 | -100.0% | -$4.06万 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -666 | -100.0% | -$2.55万 | 清仓 |
| SCHI | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.27万 | 清仓 |
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -451 | -100.0% | -$2.25万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -780 | -100.0% | -$2.02万 | 清仓 |
| SMBS | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -777 | -100.0% | -$1.99万 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -734 | -100.0% | -$1.83万 | 清仓 |
| GSLC | GOLDMAN SACHS | $0 | 0.00% | 0 | -146 | -100.0% | -$1.83万 | 清仓 |
| ICOW | PACER FDS TR | $0 | 0.00% | 0 | -402 | -100.0% | -$1.71万 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -509 | -100.0% | -$1.68万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$1.58万 | 清仓 |
| REET | ISHARES GLOBAL | $0 | 0.00% | 0 | -578 | -100.0% | -$1.45万 | 清仓 |
| KXI | ISHARES GLOBAL | $0 | 0.00% | 0 | -200 | -100.0% | -$1.34万 | 清仓 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -285 | -100.0% | -$1.28万 | 清仓 |
| FNDC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -214 | -100.0% | -$9,921 | 清仓 |
| MOO | VANECK AGRIBUSINESS | $0 | 0.00% | 0 | -110 | -100.0% | -$9,295 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -120 | -100.0% | -$8,152 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $0 | 0.00% | 0 | -5,000 | -100.0% | -$7,000 | 清仓 |
| OPCH | OPTION CARE | $0 | 0.00% | 0 | -250 | -100.0% | -$6,730 | 清仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -186 | -100.0% | -$6,180 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -257 | -100.0% | -$6,120 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -262 | -100.0% | -$5,618 | 清仓 |
| HAUZ | DBX ETF TR | $0 | 0.00% | 0 | -238 | -100.0% | -$5,378 | 清仓 |
| IYZ | ISHARES U S | $0 | 0.00% | 0 | -125 | -100.0% | -$4,915 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -112 | -100.0% | -$4,753 | 清仓 |
| EMGF | ISHARES INC | $0 | 0.00% | 0 | -73 | -100.0% | -$4,411 | 清仓 |
| IVLU | ISHARES TR | $0 | 0.00% | 0 | -102 | -100.0% | -$4,047 | 清仓 |
| MXI | ISHARES GLOBAL | $0 | 0.00% | 0 | -35 | -100.0% | -$3,718 | 清仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $0 | 0.00% | 0 | -338 | -100.0% | -$3,700 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -31 | -100.0% | -$3,581 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$3,459 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$3,391 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -129 | -100.0% | -$3,133 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -69 | -100.0% | -$2,424 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$2,408 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -80 | -100.0% | -$2,399 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -41 | -100.0% | -$2,363 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -38 | -100.0% | -$2,337 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -38 | -100.0% | -$2,294 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$2,026 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,953 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -28 | -100.0% | -$1,826 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -47 | -100.0% | -$1,739 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,617 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,559 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -15 | -100.0% | -$1,523 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,500 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$1,401 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,395 | 清仓 |
| KKR | KKR &CO INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,388 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -5 | -100.0% | -$1,362 | 清仓 |
| AMTM | AMENTUM HOLDINGS | $0 | 0.00% | 0 | -52 | -100.0% | -$1,356 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -6 | -100.0% | -$1,273 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,184 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,178 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,140 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$1,098 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,094 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,019 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -6 | -100.0% | -$996 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -23 | -100.0% | -$993 | 清仓 |
| HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | -13 | -100.0% | -$958 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -15 | -100.0% | -$943 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -14 | -100.0% | -$914 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -7 | -100.0% | -$909 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -4 | -100.0% | -$898 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$858 | 清仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $0 | 0.00% | 0 | -8 | -100.0% | -$850 | 清仓 |
| CHD | CHURCH &DWIGHT CO INC | $0 | 0.00% | 0 | -9 | -100.0% | -$840 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -10 | -100.0% | -$837 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -6 | -100.0% | -$835 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$776 | 清仓 |
| PLUG | PLUG PWR INC | $0 | 0.00% | 0 | -315 | -100.0% | -$712 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -3 | -100.0% | -$653 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$648 | 清仓 |
| SWK | STANLEY BLACK &DECKER INC | $0 | 0.00% | 0 | -9 | -100.0% | -$640 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -4 | -100.0% | -$633 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -4 | -100.0% | -$610 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$605 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$596 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$588 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$582 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$554 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$534 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -13 | -100.0% | -$517 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$478 | 清仓 |
| KIM | KIMCO REALTY CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$472 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$467 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -1 | -100.0% | -$464 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -27 | -100.0% | -$454 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -7 | -100.0% | -$429 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$359 | 清仓 |
| UDR | UDR INC | $0 | 0.00% | 0 | -9 | -100.0% | -$304 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -3 | -100.0% | -$293 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -2 | -100.0% | -$282 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$271 | 清仓 |