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 |
|---|---|---|---|---|---|---|---|---|
| ERIE | ERIE INDTY CO | $0 | 0.00% | 0 | -1 | -100.0% | -$251 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -1 | -100.0% | -$248 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$244 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -8 | -100.0% | -$211 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | -2 | -100.0% | -$175 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1 | -100.0% | -$171 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -2 | -100.0% | -$165 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -3 | -100.0% | -$152 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -3 | -100.0% | -$139 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$117 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -1 | -100.0% | -$110 | 清仓 |
| — | OPENDOOR TECHNOLOGIES | $0 | 0.00% | 0 | -107 | -100.0% | -$65 | 清仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2 | -100.0% | -$54 | 清仓 |
| — | OPENDOOR TECHNOLOGIES | $0 | 0.00% | 0 | -107 | -100.0% | -$26 | 清仓 |
| — | OPENDOOR TECHNOLOGIES | $0 | 0.00% | 0 | -107 | -100.0% | -$25 | 清仓 |
| — | CALL 4 AXON ENTERPRISE 看涨期权 | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| RKT | Rocket Cos Inc | $14 | 0.00% | 1 | 1 | — | $14 | 新建仓 |
| AVTR | Avantor Inc | $14 | 0.00% | 1 | 1 | — | $14 | 新建仓 |
| — | Liberty Capital Corp | $24 | 0.00% | 1 | 1 | — | $24 | 新建仓 |
| HOG | Harley-Davidson Inc | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| WHR | Whirlpool Corp | $38 | 0.00% | 1 | 1 | — | $38 | 新建仓 |
| ALLY | Ally Financial Inc | $43 | 0.00% | 1 | 1 | — | $43 | 新建仓 |
| NWSA | NEWS CORP | $50 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $51 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $65 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $68 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP | $69 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WPC | WP Carey Inc | $75 | 0.00% | 1 | 1 | — | $75 | 新建仓 |
| XEL | Xcel Energy Inc | $79 | 0.00% | 1 | -117 | -99.2% | -$9,243 | 减仓 |
| JKS | JinkoSolar Holding Co Ltd | $87 | 0.00% | 6 | 6 | — | $87 | 新建仓 |
| KEY | KeyCorp | $89 | 0.00% | 4 | -137 | -97.2% | -$3,048 | 减仓 |
| FOXA | FOX CORP | $104 | 0.00% | 2 | -12 | -85.7% | -$624 | 减仓 |
| PRGO | Perrigo Co PLC | $104 | 0.00% | 10 | 10 | — | $104 | 新建仓 |
| APO | Apollo Global Management Inc | $120 | 0.00% | 1 | 1 | — | $120 | 新建仓 |
| INCY | Incyte Corp | $127 | 0.00% | 1 | -6 | -85.7% | -$762 | 减仓 |
| JD | JD.com Inc | $129 | 0.00% | 4 | 4 | — | $129 | 新建仓 |
| MOMO | Hello Group Inc | $129 | 0.00% | 22 | 22 | — | $129 | 新建仓 |
| CE | Celanese Corp | $132 | 0.00% | 3 | 3 | — | $132 | 新建仓 |
| HIG | Hartford Insurance Group Inc/The | $146 | 0.00% | 1 | -8 | -88.9% | -$1,168 | 减仓 |
| DHI | DR Horton Inc | $147 | 0.00% | 1 | -9 | -90.0% | -$1,323 | 减仓 |
| VIPS | Vipshop Holdings Ltd | $196 | 0.00% | 13 | 13 | — | $196 | 新建仓 |
| LTM | LATAM Airlines Group | $208 | 0.00% | 4 | 4 | — | $208 | 新建仓 |
| PTON | PELOTON INTERACTIVE | $236 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $270 | 0.00% | 1 | -2 | -66.7% | -$540 | 减仓 |
| — | Liberty Broadband Corp | $272 | 0.00% | 8 | 8 | — | $272 | 新建仓 |
| PJT | PJT PARTNERS | $302 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CPB | Campbell Soup Co | $321 | 0.00% | 14 | -5 | -26.3% | -$115 | 减仓 |
| EPAM | EPAM Systems INC | $321 | 0.00% | 3 | 3 | — | $321 | 新建仓 |
| GFS | GLOBALFOUNDRIES Inc | $329 | 0.00% | 7 | 7 | — | $329 | 新建仓 |
| NMAX | NEWSMAX INC | $331 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TYL | Tyler Technologies Inc | $334 | 0.00% | 1 | -1 | -50.0% | -$334 | 减仓 |
| WST | West Pharmaceutical Services Inc | $337 | 0.00% | 1 | 1 | — | $337 | 新建仓 |
| QDEL | QUIDELORTHO CORP | $350 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RKLB | Rocket Lab Corp | $352 | 0.00% | 6 | 6 | — | $352 | 新建仓 |
| ATAT | Atour Lifestyle Holdings Ltd | $353 | 0.00% | 10 | 10 | — | $353 | 新建仓 |
| MSM | MSC Industrial Direct Co Inc | $363 | 0.00% | 3 | 3 | — | $363 | 新建仓 |
| WIX | Wix.com Ltd | $367 | 0.00% | 6 | 6 | — | $367 | 新建仓 |
| TKO | TKO Group Holdings Inc | $375 | 0.00% | 2 | -1 | -33.3% | -$188 | 减仓 |
| DQ | DAQO NEW | $388 | 0.00% | 29 | 29 | — | $388 | 新建仓 |
| FR | First Industrial Realty Trust Inc | $392 | 0.00% | 6 | 6 | — | $392 | 新建仓 |
| AGNC | AGNC Investment Corp | $392 | 0.00% | 36 | 36 | — | $392 | 新建仓 |
| PTC | PTC Inc | $397 | 0.00% | 3 | 3 | — | $397 | 新建仓 |
| FANG | Diamondback Energy Inc | $398 | 0.00% | 2 | 1 | 100.0% | $199 | 加仓 |
| — | GRANITE POINT | $411 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| HNI | HNI Corp | $428 | 0.00% | 10 | 10 | — | $428 | 新建仓 |
| RAL | RALLIANT CORP | $442 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINANCIAL | $443 | 0.00% | 7 | 7 | — | $443 | 新建仓 |
| OZK | Bank OZK | $464 | 0.00% | 9 | 9 | — | $464 | 新建仓 |
| BLDR | Builders FirstSource Inc | $474 | 0.00% | 7 | 1 | 16.7% | $68 | 加仓 |
| MTN | Vail Resorts Inc | $480 | 0.00% | 3 | 3 | — | $480 | 新建仓 |
| COLB | Columbia Banking System Inc | $492 | 0.00% | 16 | 16 | — | $492 | 新建仓 |
| MICC | MAGNUM ICE | $512 | 0.00% | 29 | 29 | — | $512 | 新建仓 |
| RJF | Raymond James Financial Inc | $522 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EDU | New Oriental Education & Technology Group Inc | $527 | 0.00% | 9 | 9 | — | $527 | 新建仓 |
| TRGP | Targa Resources Corp | $529 | 0.00% | 2 | 1 | 100.0% | $264 | 加仓 |
| NOK | NOKIA CORP | $531 | 0.00% | 40 | -4 | -9.1% | -$53 | 减仓 |
| DXC | DXC TECHNOLOGY | $540 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $544 | 0.00% | 50 | 50 | — | $544 | 新建仓 |
| NATL | NCR ATLEOS | $564 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| OMC | Omnicom Group Inc | $578 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES | $582 | 0.00% | 2 | -10 | -83.3% | -$2,910 | 减仓 |
| EL | Estee Lauder Cos Inc/The | $589 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OTEX | Open Text Corp | $595 | 0.00% | 23 | 23 | — | $595 | 新建仓 |
| CELH | Celsius Holdings Inc | $606 | 0.00% | 21 | 21 | — | $606 | 新建仓 |
| NWL | NEWELL BRANDS | $614 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FIGR | Figure Technology Solutions Inc | $624 | 0.00% | 25 | 25 | — | $624 | 新建仓 |
| PAYC | PAYCOM SOFTWARE | $628 | 0.00% | 5 | 5 | — | $628 | 新建仓 |
| VYX | NCR VOYIX | $629 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| OMF | Onemain Hldgs Inc | $629 | 0.00% | 10 | 10 | — | $629 | 新建仓 |
| KNX | Knight-Swift Transportation Holdings Inc | $639 | 0.00% | 9 | 9 | — | $639 | 新建仓 |
| RING | ISHARES MSCI | $646 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IWN | iShares Russell 2000 Value ETF | $665 | 0.00% | 3 | 3 | — | $665 | 新建仓 |
| CFR | Cullen/Frost Bankers Inc | $668 | 0.00% | 4 | 4 | — | $668 | 新建仓 |
| KVUE | KENVUE INC | $669 | 0.00% | 35 | -80 | -69.6% | -$1,529 | 减仓 |
| DBI | DESIGNER BRANDS | $694 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| MRP | Millrose Properties Inc | $701 | 0.00% | 25 | 25 | — | $701 | 新建仓 |
| AFG | American Financial Group Inc/OH | $718 | 0.00% | 5 | 5 | — | $718 | 新建仓 |
| CVE | Cenovus Energy Inc | $727 | 0.00% | 25 | 25 | — | $727 | 新建仓 |
| RTO | Rentokil Initial PLC | $736 | 0.00% | 25 | 25 | — | $736 | 新建仓 |
| — | SPROTT SILVER | $753 | 0.00% | 15 | 0 | 0.0% | — | 不变 |