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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC | $1,691 | 0.00% | 8 | 8 | — | $1,691 | 新建仓 |
| BP | BP PLC | $1,692 | 0.00% | 36 | 36 | — | $1,692 | 新建仓 |
| HST | HOST HOTELS &RESORTS INC | $1,724 | 0.00% | 90 | 90 | — | $1,724 | 新建仓 |
| JETS | U S GLOBAL | $1,724 | 0.00% | 70 | 70 | — | $1,724 | 新建仓 |
| MDT | MEDTRONIC PLC | $1,733 | 0.00% | 20 | 20 | — | $1,733 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1,739 | 0.00% | 47 | 47 | — | $1,739 | 新建仓 |
| KFRC | KFORCE INC | $1,747 | 0.00% | 60 | 60 | — | $1,747 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS | $1,768 | 0.00% | 33 | 33 | — | $1,768 | 新建仓 |
| ECG | EVERUS CONSTRUCTION | $1,771 | 0.00% | 15 | 15 | — | $1,771 | 新建仓 |
| FG | F&G ANNUITIES | $1,798 | 0.00% | 71 | 71 | — | $1,798 | 新建仓 |
| PNW | PINNACLE WEST | $1,813 | 0.00% | 18 | 18 | — | $1,813 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $1,815 | 0.00% | 6 | 6 | — | $1,815 | 新建仓 |
| TRMB | TRIMBLE INC | $1,826 | 0.00% | 28 | 28 | — | $1,826 | 新建仓 |
| EMN | EASTMAN CHEMICAL | $1,832 | 0.00% | 24 | 24 | — | $1,832 | 新建仓 |
| BABA | ALIBABA GROUP | $1,882 | 0.00% | 15 | 15 | — | $1,882 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1,893 | 0.00% | 7 | 7 | — | $1,893 | 新建仓 |
| CWT | CALIFORNIA WATER | $1,904 | 0.00% | 42 | 42 | — | $1,904 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $1,953 | 0.00% | 10 | 10 | — | $1,953 | 新建仓 |
| RH | RH | $1,958 | 0.00% | 14 | 14 | — | $1,958 | 新建仓 |
| KVUE | KENVUE INC | $1,982 | 0.00% | 115 | 115 | — | $1,982 | 新建仓 |
| APP | APPLOVIN CORP | $1,990 | 0.00% | 5 | 5 | — | $1,990 | 新建仓 |
| DFIV | DIMENSIONAL INTL | $2,006 | 0.00% | 38 | 38 | — | $2,006 | 新建仓 |
| POR | PORTLAND GENERAL | $2,006 | 0.00% | 38 | 38 | — | $2,006 | 新建仓 |
| WTRG | ESSENTIAL UTILITIES | $2,014 | 0.00% | 50 | 50 | — | $2,014 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $2,026 | 0.00% | 22 | 22 | — | $2,026 | 新建仓 |
| ZTS | ZOETIS INC | $2,034 | 0.00% | 17 | 17 | — | $2,034 | 新建仓 |
| SCJ | ISHARES MSCI | $2,039 | 0.00% | 21 | 21 | — | $2,039 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $2,042 | 0.00% | 7 | 7 | — | $2,042 | 新建仓 |
| CLX | CLOROX COMPANY | $2,073 | 0.00% | 20 | 20 | — | $2,073 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,170 | 0.00% | 5 | 5 | — | $2,170 | 新建仓 |
| GLPI | GAMING & LEISURE | $2,174 | 0.00% | 49 | 49 | — | $2,174 | 新建仓 |
| FELE | FRANKLIN ELECTRIC | $2,234 | 0.00% | 24 | 24 | — | $2,234 | 新建仓 |
| RBLX | ROBLOX CORP | $2,262 | 0.00% | 40 | 40 | — | $2,262 | 新建仓 |
| MAS | MASCO CORP | $2,294 | 0.00% | 38 | 38 | — | $2,294 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,318 | 0.00% | 3 | 3 | — | $2,318 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,337 | 0.00% | 38 | 38 | — | $2,337 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $2,363 | 0.00% | 41 | 41 | — | $2,363 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2,399 | 0.00% | 80 | 80 | — | $2,399 | 新建仓 |
| RL | RALPH LAUREN CORP | $2,408 | 0.00% | 7 | 7 | — | $2,408 | 新建仓 |
| — | COTERRA ENERGY INC | $2,424 | 0.00% | 69 | 69 | — | $2,424 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,522 | 0.00% | 2 | 2 | — | $2,522 | 新建仓 |
| SNDK | SANDISK CORP | $2,541 | 0.00% | 4 | 4 | — | $2,541 | 新建仓 |
| ARI | APOLLO COMMERCIAL | $2,577 | 0.00% | 244 | 244 | — | $2,577 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $2,577 | 0.00% | 13 | 13 | — | $2,577 | 新建仓 |
| NVS | NOVARTIS AG | $2,597 | 0.00% | 17 | 17 | — | $2,597 | 新建仓 |
| CPRT | COPART INC | $2,656 | 0.00% | 80 | 80 | — | $2,656 | 新建仓 |
| DAR | DARLING INGREDIENTS | $2,722 | 0.00% | 44 | 44 | — | $2,722 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,732 | 0.00% | 7 | 7 | — | $2,732 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2,739 | 0.00% | 34 | 34 | — | $2,739 | 新建仓 |
| CNC | CENTENE CORP DEL | $2,750 | 0.00% | 84 | 84 | — | $2,750 | 新建仓 |
| WELL | WELLTOWER INC | $2,768 | 0.00% | 14 | 14 | — | $2,768 | 新建仓 |
| EWW | ISHARES MSCI | $2,784 | 0.00% | 37 | 37 | — | $2,784 | 新建仓 |
| IDXX | IDEXX LABS INC | $2,810 | 0.00% | 5 | 5 | — | $2,810 | 新建仓 |
| KEY | KEYCORP | $2,827 | 0.00% | 141 | 141 | — | $2,827 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,831 | 0.00% | 18 | 18 | — | $2,831 | 新建仓 |
| AES | AES CORP | $2,874 | 0.00% | 204 | 204 | — | $2,874 | 新建仓 |
| DOC | HEALTHPEAK PPTYS | $2,875 | 0.00% | 175 | 175 | — | $2,875 | 新建仓 |
| RELX | RELX PLC | $2,917 | 0.00% | 88 | 88 | — | $2,917 | 新建仓 |
| SYK | STRYKER CORP | $2,957 | 0.00% | 9 | 9 | — | $2,957 | 新建仓 |
| HRL | HORMEL FOODS | $2,990 | 0.00% | 132 | 132 | — | $2,990 | 新建仓 |
| VTRS | VIATRIS INC | $2,996 | 0.00% | 222 | 222 | — | $2,996 | 新建仓 |
| EXR | EXTRA SPACE | $3,016 | 0.00% | 23 | 23 | — | $3,016 | 新建仓 |
| TWLO | TWILIO INC | $3,020 | 0.00% | 24 | 24 | — | $3,020 | 新建仓 |
| EXLS | EXLSERVICE HOLDINGS | $3,045 | 0.00% | 100 | 100 | — | $3,045 | 新建仓 |
| LMBS | FIRST TRUST | $3,063 | 0.00% | 62 | 62 | — | $3,063 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $3,067 | 0.00% | 164 | 164 | — | $3,067 | 新建仓 |
| DOV | DOVER CORP | $3,127 | 0.00% | 15 | 15 | — | $3,127 | 新建仓 |
| IVZ | INVESCO LTD | $3,133 | 0.00% | 129 | 129 | — | $3,133 | 新建仓 |
| PDBC | INVESCO OPTIMUM | $3,152 | 0.00% | 182 | 182 | — | $3,152 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,177 | 0.00% | 203 | 203 | — | $3,177 | 新建仓 |
| IJT | ISHARES S&P | $3,184 | 0.00% | 22 | 22 | — | $3,184 | 新建仓 |
| SOBO | SOUTH BOW | $3,199 | 0.00% | 96 | 96 | — | $3,199 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $3,230 | 0.00% | 9 | 9 | — | $3,230 | 新建仓 |
| F | FORD MOTOR | $3,243 | 0.00% | 281 | 281 | — | $3,243 | 新建仓 |
| IHI | ISHARES U S | $3,254 | 0.00% | 61 | 61 | — | $3,254 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,295 | 0.00% | 51 | 51 | — | $3,295 | 新建仓 |
| PID | INVESCO INTL | $3,315 | 0.00% | 149 | 149 | — | $3,315 | 新建仓 |
| TTEK | TETRA TECH | $3,337 | 0.00% | 111 | 111 | — | $3,337 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $3,391 | 0.00% | 16 | 16 | — | $3,391 | 新建仓 |
| VLUE | ISHARES MSCI | $3,413 | 0.00% | 24 | 24 | — | $3,413 | 新建仓 |
| IGV | ISHARES EXPANDED | $3,442 | 0.00% | 43 | 43 | — | $3,442 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $3,459 | 0.00% | 126 | 126 | — | $3,459 | 新建仓 |
| INTU | INTUIT INC | $3,459 | 0.00% | 8 | 8 | — | $3,459 | 新建仓 |
| NDSN | NORDSON CORP | $3,459 | 0.00% | 13 | 13 | — | $3,459 | 新建仓 |
| PPL | PPL CORP | $3,514 | 0.00% | 92 | 92 | — | $3,514 | 新建仓 |
| ODFL | OLD DOMINION | $3,517 | 0.00% | 18 | 18 | — | $3,517 | 新建仓 |
| AON | AON PLC | $3,551 | 0.00% | 11 | 11 | — | $3,551 | 新建仓 |
| IGM | ISHARES EXPANDED | $3,555 | 0.00% | 30 | 30 | — | $3,555 | 新建仓 |
| CSX | CSX CORP | $3,571 | 0.00% | 87 | 87 | — | $3,571 | 新建仓 |
| PCAR | PACCAR INC | $3,581 | 0.00% | 31 | 31 | — | $3,581 | 新建仓 |
| IEX | IDEX CORP | $3,649 | 0.00% | 19 | 19 | — | $3,649 | 新建仓 |
| ULTA | ULTA BEAUTY | $3,660 | 0.00% | 7 | 7 | — | $3,660 | 新建仓 |
| NKE | NIKE INC | $3,697 | 0.00% | 70 | 70 | — | $3,697 | 新建仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $3,700 | 0.00% | 338 | 338 | — | $3,700 | 新建仓 |
| MXI | ISHARES GLOBAL | $3,718 | 0.00% | 35 | 35 | — | $3,718 | 新建仓 |
| MMM | 3M COMPANA3:L700Y | $3,776 | 0.00% | 26 | 26 | — | $3,776 | 新建仓 |
| ALLE | ALLEGION PUBLIC | $3,778 | 0.00% | 26 | 26 | — | $3,778 | 新建仓 |
| SCI | SERVICE CORP | $3,796 | 0.00% | 46 | 46 | — | $3,796 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3,849 | 0.00% | 13 | 13 | — | $3,849 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3,852 | 0.00% | 53 | 53 | — | $3,852 | 新建仓 |