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 |
|---|---|---|---|---|---|---|---|---|
| AIZ | ASSURANT INC | $653 | 0.00% | 3 | 3 | — | $653 | 新建仓 |
| DOX | AMDOCS LTD | $653 | 0.00% | 10 | 10 | — | $653 | 新建仓 |
| — | SERVICE PROPERTIES | $653 | 0.00% | 482 | 482 | — | $653 | 新建仓 |
| INCY | INCYTE CORP | $659 | 0.00% | 7 | 7 | — | $659 | 新建仓 |
| DBI | DESIGNER BRANDS | $677 | 0.00% | 119 | 119 | — | $677 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $685 | 0.00% | 2 | 2 | — | $685 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES | $695 | 0.00% | 100 | 100 | — | $695 | 新建仓 |
| PLUG | PLUG PWR INC | $712 | 0.00% | 315 | 315 | — | $712 | 新建仓 |
| COHR | COHERENT CORP | $714 | 0.00% | 3 | 3 | — | $714 | 新建仓 |
| URI | UNITED RENTALS INC | $729 | 0.00% | 1 | 1 | — | $729 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO | $730 | 0.00% | 12 | 12 | — | $730 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $732 | 0.00% | 31 | 31 | — | $732 | 新建仓 |
| WAB | WABTEC | $750 | 0.00% | 3 | 3 | — | $750 | 新建仓 |
| DXC | DXC TECHNOLOGY | $767 | 0.00% | 61 | 61 | — | $767 | 新建仓 |
| AMBA | AMBARELLA INC | $772 | 0.00% | 15 | 15 | — | $772 | 新建仓 |
| CIEN | CIENA CORP | $776 | 0.00% | 2 | 2 | — | $776 | 新建仓 |
| RING | ISHARES MSCI | $790 | 0.00% | 10 | 10 | — | $790 | 新建仓 |
| GEN | GEN DIGITAL INC | $791 | 0.00% | 42 | 42 | — | $791 | 新建仓 |
| SNPS | SYNOPSYS INC | $793 | 0.00% | 2 | 2 | — | $793 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $814 | 0.00% | 18 | 18 | — | $814 | 新建仓 |
| FOXA | FOX CORP | $818 | 0.00% | 14 | 14 | — | $818 | 新建仓 |
| DDOG | DATADOG INC | $826 | 0.00% | 7 | 7 | — | $826 | 新建仓 |
| EXC | EXELON CORP | $833 | 0.00% | 17 | 17 | — | $833 | 新建仓 |
| GL | GLOBE LIFE INC | $835 | 0.00% | 6 | 6 | — | $835 | 新建仓 |
| — | VANECK INTL | $836 | 0.00% | 39 | 39 | — | $836 | 新建仓 |
| CTVA | CORTEVA INC | $837 | 0.00% | 10 | 10 | — | $837 | 新建仓 |
| CHD | CHURCH &DWIGHT CO INC | $840 | 0.00% | 9 | 9 | — | $840 | 新建仓 |
| HPQ | HP INC | $845 | 0.00% | 44 | 44 | — | $845 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $850 | 0.00% | 8 | 8 | — | $850 | 新建仓 |
| FUBO | FUBOTV INC | $851 | 0.00% | 90 | 90 | — | $851 | 新建仓 |
| AOS | SMITH A O CORP | $858 | 0.00% | 13 | 13 | — | $858 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $873 | 0.00% | 5 | 5 | — | $873 | 新建仓 |
| U | UNITY SOFTWARE | $878 | 0.00% | 40 | 40 | — | $878 | 新建仓 |
| — | SPROTT SILVER | $888 | 0.00% | 15 | 15 | — | $888 | 新建仓 |
| RMD | RESMED INC | $898 | 0.00% | 4 | 4 | — | $898 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $909 | 0.00% | 7 | 7 | — | $909 | 新建仓 |
| SOLV | SOLVENTUM CORP | $914 | 0.00% | 14 | 14 | — | $914 | 新建仓 |
| CMS | CMS ENERGY CORP | $931 | 0.00% | 12 | 12 | — | $931 | 新建仓 |
| HAS | HASBRO INC | $936 | 0.00% | 10 | 10 | — | $936 | 新建仓 |
| COR | CENCORA INC | $942 | 0.00% | 3 | 3 | — | $942 | 新建仓 |
| CVNA | CARVANA CO | $943 | 0.00% | 3 | 3 | — | $943 | 新建仓 |
| ADI | ANALOG DEVICES INC | $954 | 0.00% | 3 | 3 | — | $954 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $958 | 0.00% | 13 | 13 | — | $958 | 新建仓 |
| HUBB | HUBBELL INC | $982 | 0.00% | 2 | 2 | — | $982 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $993 | 0.00% | 23 | 23 | — | $993 | 新建仓 |
| FTV | FORTIVE CORP | $995 | 0.00% | 18 | 18 | — | $995 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $996 | 0.00% | 6 | 6 | — | $996 | 新建仓 |
| ICSH | ISHARES ULTRA | $1,012 | 0.00% | 20 | 20 | — | $1,012 | 新建仓 |
| — | ELECTRONIC ARTS INC | $1,019 | 0.00% | 5 | 5 | — | $1,019 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $1,028 | 0.00% | 134 | 134 | — | $1,028 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $1,035 | 0.00% | 6 | 6 | — | $1,035 | 新建仓 |
| AAL | AMERICAN AIRLINES | $1,074 | 0.00% | 100 | 100 | — | $1,074 | 新建仓 |
| AJG | GALLAGHER ARTHUR J &CO | $1,083 | 0.00% | 5 | 5 | — | $1,083 | 新建仓 |
| GWW | WW GRAINGER INC | $1,091 | 0.00% | 1 | 1 | — | $1,091 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $1,094 | 0.00% | 6 | 6 | — | $1,094 | 新建仓 |
| TECH | BIO-TECHNE CORP | $1,098 | 0.00% | 21 | 21 | — | $1,098 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1,140 | 0.00% | 3 | 3 | — | $1,140 | 新建仓 |
| PCG | PG&E CORP | $1,143 | 0.00% | 65 | 65 | — | $1,143 | 新建仓 |
| VSAT | VIASAT INC | $1,145 | 0.00% | 25 | 25 | — | $1,145 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,178 | 0.00% | 2 | 2 | — | $1,178 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,179 | 0.00% | 9 | 9 | — | $1,179 | 新建仓 |
| FSLR | FIRST SOLAR INC | $1,184 | 0.00% | 6 | 6 | — | $1,184 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,217 | 0.00% | 9 | 9 | — | $1,217 | 新建仓 |
| KNF | KNIFE RIVER | $1,225 | 0.00% | 15 | 15 | — | $1,225 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS | $1,237 | 0.00% | 26 | 26 | — | $1,237 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $1,248 | 0.00% | 18 | 18 | — | $1,248 | 新建仓 |
| NEWT | NEWTEKONE INC | $1,259 | 0.00% | 115 | 115 | — | $1,259 | 新建仓 |
| PKG | PACKAGING CORP AMER | $1,273 | 0.00% | 6 | 6 | — | $1,273 | 新建仓 |
| MDU | MDU RESOURCES | $1,305 | 0.00% | 63 | 63 | — | $1,305 | 新建仓 |
| CI | THE CIGNA GROUP | $1,334 | 0.00% | 5 | 5 | — | $1,334 | 新建仓 |
| TAP | MOLSON COORS | $1,335 | 0.00% | 31 | 31 | — | $1,335 | 新建仓 |
| AMTM | AMENTUM HOLDINGS | $1,356 | 0.00% | 52 | 52 | — | $1,356 | 新建仓 |
| VMC | VULCAN MATLS CO | $1,362 | 0.00% | 5 | 5 | — | $1,362 | 新建仓 |
| DHI | D R HORTON INC | $1,372 | 0.00% | 10 | 10 | — | $1,372 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,383 | 0.00% | 3 | 3 | — | $1,383 | 新建仓 |
| KKR | KKR &CO INC | $1,388 | 0.00% | 15 | 15 | — | $1,388 | 新建仓 |
| FISV | FISERV INC | $1,395 | 0.00% | 25 | 25 | — | $1,395 | 新建仓 |
| EQT | EQT CORP | $1,401 | 0.00% | 22 | 22 | — | $1,401 | 新建仓 |
| POOL | POOL CORP | $1,416 | 0.00% | 7 | 7 | — | $1,416 | 新建仓 |
| IRM | IRON MTN INC DEL | $1,430 | 0.00% | 14 | 14 | — | $1,430 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,442 | 0.00% | 11 | 11 | — | $1,442 | 新建仓 |
| NVO | NOVO NORDISK | $1,470 | 0.00% | 40 | 40 | — | $1,470 | 新建仓 |
| GPC | GENUINE PARTS | $1,481 | 0.00% | 14 | 14 | — | $1,481 | 新建仓 |
| — | ISHARES MSCI | $1,493 | 0.00% | 33 | 33 | — | $1,493 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $1,500 | 0.00% | 10 | 10 | — | $1,500 | 新建仓 |
| SCL | STEPAN CO | $1,500 | 0.00% | 30 | 30 | — | $1,500 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $1,503 | 0.00% | 6 | 6 | — | $1,503 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE | $1,505 | 0.00% | 100 | 100 | — | $1,505 | 新建仓 |
| MDIV | FIRST TRUST | $1,520 | 0.00% | 94 | 94 | — | $1,520 | 新建仓 |
| LAMR | LAMAR ADVERTISING | $1,520 | 0.00% | 12 | 12 | — | $1,520 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $1,523 | 0.00% | 15 | 15 | — | $1,523 | 新建仓 |
| WDAY | WORKDAY INC | $1,559 | 0.00% | 12 | 12 | — | $1,559 | 新建仓 |
| HUM | HUMANA INC | $1,561 | 0.00% | 9 | 9 | — | $1,561 | 新建仓 |
| SCZ | ISHARES MSCI | $1,568 | 0.00% | 20 | 20 | — | $1,568 | 新建仓 |
| MSCI | MSCI INC | $1,617 | 0.00% | 3 | 3 | — | $1,617 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $1,625 | 0.00% | 25 | 25 | — | $1,625 | 新建仓 |
| VICI | VICI PROPERTIES | $1,639 | 0.00% | 60 | 60 | — | $1,639 | 新建仓 |
| PSX | PHILLIPS 66 | $1,639 | 0.00% | 9 | 9 | — | $1,639 | 新建仓 |
| GSK | GSK PLC | $1,656 | 0.00% | 30 | 30 | — | $1,656 | 新建仓 |
| ALL | ALLSTATE CORP | $1,658 | 0.00% | 8 | 8 | — | $1,658 | 新建仓 |