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 |
|---|---|---|---|---|---|---|---|---|
| VWOB | Vanguard Emerging Markets Government Bond ETF | $8.20万 | 0.02% | 1,248 | 1,248 | — | $8.20万 | 新建仓 |
| SYSB | ISHARES SYSTEMATIC | $8.21万 | 0.02% | 925 | -9,065 | -90.7% | -$80.45万 | 减仓 |
| CGUI | CAPITAL GROUP | $8.34万 | 0.02% | 3,300 | 0 | 0.0% | — | 不变 |
| FEP | FIRST TRUST | $8.35万 | 0.02% | 1,464 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE | $8.37万 | 0.02% | 877 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TRUST | $8.47万 | 0.02% | 1,148 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY | $8.49万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COMPANIES | $8.53万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE | $8.68万 | 0.02% | 1,854 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $8.71万 | 0.02% | 935 | 421 | 81.9% | $3.92万 | 加仓 |
| HLT | HILTON WORLDWIDE | $8.77万 | 0.02% | 267 | 64 | 31.5% | $2.10万 | 加仓 |
| VGT | VANGUARD INFORMATION | $8.80万 | 0.02% | 736 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP | $8.81万 | 0.02% | 2,500 | 1,800 | 257.1% | $6.34万 | 加仓 |
| ITW | Illinois Tool Works Inc | $8.82万 | 0.02% | 324 | 6 | 1.9% | $1,633 | 加仓 |
| QQEW | FIRST TRUST | $8.83万 | 0.02% | 553 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $8.87万 | 0.02% | 704 | 457 | 185.0% | $5.76万 | 加仓 |
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | $8.88万 | 0.02% | 939 | 939 | — | $8.88万 | 新建仓 |
| FDT | FIRST TRUST | $8.95万 | 0.02% | 946 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET | $8.97万 | 0.02% | 1,733 | -164 | -8.6% | -$8,492 | 减仓 |
| EEMV | ISHARES MSCI | $9.06万 | 0.02% | 1,203 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE REALTY | $9.09万 | 0.02% | 4,506 | 2,375 | 111.5% | $4.79万 | 加仓 |
| SPCX | SPACE EXPLORATION | $9.24万 | 0.02% | 555 | 555 | — | $9.24万 | 新建仓 |
| VEU | VANGUARD FTSE | $9.31万 | 0.02% | 1,112 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES | $9.40万 | 0.02% | 1,305 | 138 | 11.8% | $9,938 | 加仓 |
| EMXC | ISHARES MSCI | $9.40万 | 0.02% | 919 | 2 | 0.2% | $205 | 加仓 |
| CTAS | Cintas Corp | $9.40万 | 0.02% | 448 | 379 | 549.3% | $7.96万 | 加仓 |
| LIN | LINDE PLC | $9.41万 | 0.02% | 184 | 169 | 1,126.7% | $8.64万 | 加仓 |
| PEP | PEPSICO INC | $9.43万 | 0.02% | 658 | 444 | 207.5% | $6.36万 | 加仓 |
| MRK | MERCK & COMPANY | $9.58万 | 0.02% | 738 | 442 | 149.3% | $5.74万 | 加仓 |
| SYK | STRYKER CORP | $9.58万 | 0.02% | 273 | 264 | 2,933.3% | $9.27万 | 加仓 |
| SO | Southern Co/The | $9.60万 | 0.02% | 1,002 | 230 | 29.8% | $2.20万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR | $9.63万 | 0.02% | 980 | 0 | 0.0% | — | 不变 |
| FDXF | Fedex Freight Holding Co Inc | $9.64万 | 0.02% | 639 | 639 | — | $9.64万 | 新建仓 |
| NOW | SERVICENOW INC | $9.67万 | 0.02% | 928 | 377 | 68.4% | $3.93万 | 加仓 |
| AOA | ISHARES CORE | $9.76万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp | $9.80万 | 0.02% | 1,935 | 1,848 | 2,124.1% | $9.36万 | 加仓 |
| MINT | PIMCO EHNANCED | $9.81万 | 0.02% | 973 | -26 | -2.6% | -$2,620 | 减仓 |
| TT | TRANE TECHNOLOGIES | $9.88万 | 0.02% | 214 | 140 | 189.2% | $6.46万 | 加仓 |
| DUK | DUKE ENERGY | $10.01万 | 0.02% | 784 | 327 | 71.6% | $4.17万 | 加仓 |
| ITOT | ISHARES CORE | $10.05万 | 0.02% | 612 | -112 | -15.5% | -$1.84万 | 减仓 |
| ROST | Ross Stores Inc | $10.05万 | 0.02% | 426 | 242 | 131.5% | $5.71万 | 加仓 |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $10.28万 | 0.02% | 4,263 | 2,955 | 225.9% | $7.12万 | 加仓 |
| VYM | VANGUARD HIGH | $10.38万 | 0.03% | 653 | 107 | 19.6% | $1.70万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $10.40万 | 0.03% | 109 | 87 | 395.5% | $8.30万 | 加仓 |
| IWR | ISHARES RUSSELL | $10.41万 | 0.03% | 947 | 570 | 151.2% | $6.26万 | 加仓 |
| IBM | International Business Machines Corp | $10.42万 | 0.03% | 444 | 356 | 404.5% | $8.35万 | 加仓 |
| CLIP | Global X 1-3 Month T-Bill ETF | $10.44万 | 0.03% | 1,040 | 1,040 | — | $10.44万 | 新建仓 |
| TMUS | T-MOBILE US | $10.46万 | 0.03% | 581 | 308 | 112.8% | $5.55万 | 加仓 |
| AFLG | FIRST TRUST | $10.48万 | 0.03% | 2,413 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA | $10.57万 | 0.03% | 2,092 | 2,072 | 10,360.0% | $10.47万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE | $10.59万 | 0.03% | 1,795 | 0 | 0.0% | — | 不变 |
| HYD | VanEck High Yield Muni ETF | $10.65万 | 0.03% | 2,116 | 2,109 | 30,128.6% | $10.61万 | 加仓 |
| — | EXXON MOBIL | $10.69万 | 0.03% | 782 | 17 | 2.2% | $2,324 | 加仓 |
| XLF | STATE STREET | $10.72万 | 0.03% | 1,999 | -2,667 | -57.2% | -$14.30万 | 减仓 |
| LOW | LOWES COMPANIES | $10.78万 | 0.03% | 490 | 33 | 7.2% | $7,263 | 加仓 |
| SPHY | State Street SPDR Portfolio High Yield Bond ETF | $10.81万 | 0.03% | 4,663 | 4,663 | — | $10.81万 | 新建仓 |
| SCHW | Charles Schwab Corp/The | $10.81万 | 0.03% | 1,136 | 216 | 23.5% | $2.06万 | 加仓 |
| AFL | AFLAC INC | $10.84万 | 0.03% | 918 | -155 | -14.4% | -$1.83万 | 减仓 |
| FSIG | FIRST TRUST | $10.90万 | 0.03% | 5,782 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $10.93万 | 0.03% | 1,254 | 107 | 9.3% | $9,327 | 加仓 |
| FTGS | FIRST TRUST | $11.28万 | 0.03% | 3,048 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $11.30万 | 0.03% | 1,038 | 874 | 532.9% | $9.52万 | 加仓 |
| SLYG | STATE STREET | $11.44万 | 0.03% | 960 | -758 | -44.1% | -$9.03万 | 减仓 |
| FTA | FIRST TRUST | $11.50万 | 0.03% | 1,189 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA | $11.55万 | 0.03% | 2,431 | -3,951 | -61.9% | -$18.77万 | 减仓 |
| SCHA | Schwab US Small-Cap ETF | $11.56万 | 0.03% | 3,300 | 532 | 19.2% | $1.86万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $11.65万 | 0.03% | 8,060 | -31 | -0.4% | -$448 | 减仓 |
| AVUV | AVANTIS U S | $11.74万 | 0.03% | 941 | -693 | -42.4% | -$8.65万 | 减仓 |
| FSK | FS KKR | $12.12万 | 0.03% | 11,547 | 358 | 3.2% | $3,759 | 加仓 |
| C | Citigroup Inc | $12.29万 | 0.03% | 957 | 845 | 754.5% | $10.86万 | 加仓 |
| PANW | PALO ALTO | $12.34万 | 0.03% | 373 | -40 | -9.7% | -$1.32万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $12.39万 | 0.03% | 255 | 202 | 381.1% | $9.82万 | 加仓 |
| GEV | GE VERNOVA | $12.43万 | 0.03% | 135 | 118 | 694.1% | $10.86万 | 加仓 |
| NTSX | WISDOMTREE U S | $12.53万 | 0.03% | 2,121 | -498 | -19.0% | -$2.94万 | 减仓 |
| IYY | ISHARES DOW | $12.76万 | 0.03% | 700 | -450 | -39.1% | -$8.20万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $12.85万 | 0.03% | 2,884 | 1,194 | 70.7% | $5.32万 | 加仓 |
| BAC | BANK AMERICA | $13.06万 | 0.03% | 2,188 | 1,108 | 102.6% | $6.62万 | 加仓 |
| IUSG | ISHARES S&P | $13.07万 | 0.03% | 695 | -307 | -30.6% | -$5.77万 | 减仓 |
| IGRO | ISHARES INTL | $13.12万 | 0.03% | 1,493 | -238 | -13.7% | -$2.09万 | 减仓 |
| EOG | EOG RESOURCES | $13.15万 | 0.03% | 926 | 810 | 698.3% | $11.51万 | 加仓 |
| PWR | QUANTA SERVICES | $13.25万 | 0.03% | 229 | 197 | 615.6% | $11.40万 | 加仓 |
| NFLX | NETFLIX INC | $13.28万 | 0.03% | 1,845 | 151 | 8.9% | $1.09万 | 加仓 |
| BTI | British American Tobacco PLC | $13.32万 | 0.03% | 2,153 | 147 | 7.3% | $9,092 | 加仓 |
| DFAU | DIMENSIONAL US | $13.52万 | 0.03% | 2,628 | 628 | 31.4% | $3.23万 | 加仓 |
| HGER | HARBOR COMMODITY | $13.90万 | 0.03% | 4,738 | 0 | 0.0% | — | 不变 |
| TMAT | NORTHERN LTS FD TR IV | $14.03万 | 0.03% | 4,465 | -63 | -1.4% | -$1,980 | 减仓 |
| VWO | VANGUARD FSTE | $14.13万 | 0.03% | 2,428 | 1,275 | 110.6% | $7.42万 | 加仓 |
| BSX | Boston Scientific Corp | $14.20万 | 0.03% | 3,178 | 1,873 | 143.5% | $8.37万 | 加仓 |
| EWJ | iShares MSCI Japan ETF | $14.33万 | 0.03% | 1,604 | 1,604 | — | $14.33万 | 新建仓 |
| OEF | ISHARES S&P | $14.37万 | 0.03% | 393 | -457 | -53.8% | -$16.71万 | 减仓 |
| NEE | NEXTERA ENERGY | $14.38万 | 0.03% | 1,627 | 1,431 | 730.1% | $12.65万 | 加仓 |
| APH | AMPHENOL CORP | $14.42万 | 0.03% | 860 | 685 | 391.4% | $11.49万 | 加仓 |
| HYG | ISHARES IBOXX | $14.45万 | 0.03% | 1,818 | 1,265 | 228.8% | $10.05万 | 加仓 |
| EWU | iShares MSCI United Kingdom ETF | $14.76万 | 0.04% | 3,081 | 3,081 | — | $14.76万 | 新建仓 |
| MLRG | ISHARES MORNINGSTAR | $14.77万 | 0.04% | 1,425 | -8 | -0.6% | -$829 | 减仓 |
| LQD | ISHARES IBOXX | $14.80万 | 0.04% | 1,392 | 1,340 | 2,576.9% | $14.25万 | 加仓 |
| RCL | ROYAL CARIBBEAN | $14.87万 | 0.04% | 467 | -64 | -12.1% | -$2.04万 | 减仓 |
| CARR | CARRIER GLOBAL | $14.87万 | 0.04% | 2,028 | 3 | 0.1% | $220 | 加仓 |
| STX | SEAGATE TECHNOLOGY | $15.02万 | 0.04% | 186 | 141 | 313.3% | $11.39万 | 加仓 |
| DVY | ISHARES SELECT | $15.03万 | 0.04% | 937 | 527 | 128.5% | $8.45万 | 加仓 |