Synergy Investment Management, LLC
ALTAMONTE SPRINGS FL · SEC CIK 0002053786
$3.06亿2026Q1 申报市值
910持仓数
43.0%前十大占比 · 第一大 7.4%
775 / 1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
IVV 加仓+$623.02万
IAGG 加仓+$380.87万
TRFK 加仓+$324.02万
GOVT 新建仓+$264.86万
SHLD 加仓+$213.90万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$784.86万
EFV 减仓-$251.96万
UCON 减仓-$233.08万
VUG 减仓-$223.86万
IAU 减仓-$221.82万
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 |
|---|---|---|---|---|---|---|---|---|
| SPTS | STATE STREET | $519.05万 | 1.70% | 177,875 | 10,070 | 6.0% | $29.38万 | 加仓 |
| BAI | ISHARES A I | $632.80万 | 2.07% | 192,024 | 28,167 | 17.2% | $92.82万 | 加仓 |
| CGDV | CAPITAL GROUP | $646.68万 | 2.12% | 152,018 | 1,263 | 0.8% | $5.37万 | 加仓 |
| SPHQ | INVESCO S&P | $787.01万 | 2.57% | 104,658 | 8,422 | 8.8% | $63.33万 | 加仓 |
| IEMG | ISHARES INC | $882.81万 | 2.89% | 126,554 | -23,297 | -15.5% | -$162.51万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $924.04万 | 3.02% | 322,411 | 25,961 | 8.8% | $74.41万 | 加仓 |
| SPYG | STATE STREET | $1,237.92万 | 4.05% | 126,409 | 10,408 | 9.0% | $101.92万 | 加仓 |
| SPYV | STATE STREET | $1,265.34万 | 4.14% | 223,606 | -4,601 | -2.0% | -$26.04万 | 减仓 |
| DYNF | ISHARES U S | $1,285.16万 | 4.20% | 220,877 | -15,213 | -6.4% | -$88.52万 | 减仓 |
| VUG | VANGUARD GROWTH | $1,578.38万 | 5.16% | 36,135 | -5,125 | -12.4% | -$223.86万 | 减仓 |
| IVV | ISHARES CORE | $2,266.03万 | 7.41% | 34,684 | 9,536 | 37.9% | $623.02万 | 加仓 |
| VOO | VANGUARD S&P | $2,269.89万 | 7.42% | 37,987 | -1,200 | -3.1% | -$71.71万 | 减仓 |