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 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $3,921 | 0.00% | 46 | 46 | — | $3,921 | 新建仓 |
| LNC | LINCOLN NATL CORP IN | $3,941 | 0.00% | 111 | 111 | — | $3,941 | 新建仓 |
| SWBI | SMITH & WESSON | $3,941 | 0.00% | 275 | 275 | — | $3,941 | 新建仓 |
| BXP | BXP INC | $3,945 | 0.00% | 76 | 76 | — | $3,945 | 新建仓 |
| IVLU | ISHARES TR | $4,047 | 0.00% | 102 | 102 | — | $4,047 | 新建仓 |
| RACE | FERRARI NV | $4,061 | 0.00% | 12 | 12 | — | $4,061 | 新建仓 |
| CPAY | CORPAY INC | $4,074 | 0.00% | 14 | 14 | — | $4,074 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES | $4,141 | 0.00% | 12 | 12 | — | $4,141 | 新建仓 |
| TEL | TE CONNECTIVITY | $4,180 | 0.00% | 20 | 20 | — | $4,180 | 新建仓 |
| NTRS | NORTHERN TRUST | $4,188 | 0.00% | 30 | 30 | — | $4,188 | 新建仓 |
| IQLT | ISHARES MSCI | $4,207 | 0.00% | 91 | 91 | — | $4,207 | 新建仓 |
| TGT | TARGET CORP | $4,242 | 0.00% | 35 | 35 | — | $4,242 | 新建仓 |
| CMI | CUMMINS INC | $4,304 | 0.00% | 8 | 8 | — | $4,304 | 新建仓 |
| EMGF | ISHARES INC | $4,411 | 0.00% | 73 | 73 | — | $4,411 | 新建仓 |
| GEHC | GE HEALTHCARE | $4,413 | 0.00% | 62 | 62 | — | $4,413 | 新建仓 |
| IWP | ISHARES RUSSELL | $4,484 | 0.00% | 35 | 35 | — | $4,484 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $4,520 | 0.00% | 63 | 63 | — | $4,520 | 新建仓 |
| TM | TOYOTA MOTOR | $4,534 | 0.00% | 22 | 22 | — | $4,534 | 新建仓 |
| ADBE | ADOBE INC | $4,618 | 0.00% | 19 | 19 | — | $4,618 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $4,627 | 0.00% | 39 | 39 | — | $4,627 | 新建仓 |
| KHC | KRAFT HEINZ | $4,678 | 0.00% | 208 | 208 | — | $4,678 | 新建仓 |
| ES | EVERSOURCE ENERGY | $4,711 | 0.00% | 68 | 68 | — | $4,711 | 新建仓 |
| APA | APA CORPORATION | $4,753 | 0.00% | 112 | 112 | — | $4,753 | 新建仓 |
| ECL | ECOLAB INC | $4,788 | 0.00% | 18 | 18 | — | $4,788 | 新建仓 |
| BNDX | VANGUARD TOTAL | $4,806 | 0.00% | 100 | 100 | — | $4,806 | 新建仓 |
| DLTR | DOLLAR TREE INC | $4,819 | 0.00% | 44 | 44 | — | $4,819 | 新建仓 |
| LMT | LOCKHEED MARTIN | $4,834 | 0.00% | 8 | 8 | — | $4,834 | 新建仓 |
| CRM | SALESFORCE INC | $4,853 | 0.00% | 26 | 26 | — | $4,853 | 新建仓 |
| URA | GLOBAL X | $4,891 | 0.00% | 101 | 101 | — | $4,891 | 新建仓 |
| CACI | CACI INTERNATIONAL | $4,895 | 0.00% | 9 | 9 | — | $4,895 | 新建仓 |
| CRC | CALIFORNIA RESOURCES | $4,915 | 0.00% | 71 | 71 | — | $4,915 | 新建仓 |
| IYZ | ISHARES U S | $4,915 | 0.00% | 125 | 125 | — | $4,915 | 新建仓 |
| IWY | ISHARES RUSSELL | $4,977 | 0.00% | 20 | 20 | — | $4,977 | 新建仓 |
| FTNT | FORTINET INC | $4,985 | 0.00% | 61 | 61 | — | $4,985 | 新建仓 |
| FTSL | FIRST TRUST | $5,024 | 0.00% | 112 | 112 | — | $5,024 | 新建仓 |
| TFC | TRUIST FINANCIAL | $5,057 | 0.00% | 110 | 110 | — | $5,057 | 新建仓 |
| UNM | UNUM GROUP | $5,112 | 0.00% | 70 | 70 | — | $5,112 | 新建仓 |
| AAON | AAON INC | $5,130 | 0.00% | 62 | 62 | — | $5,130 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $5,221 | 0.00% | 114 | 114 | — | $5,221 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $5,250 | 0.00% | 86 | 86 | — | $5,250 | 新建仓 |
| HAUZ | DBX ETF TR | $5,378 | 0.00% | 238 | 238 | — | $5,378 | 新建仓 |
| ENB | ENBRIDGE INC | $5,414 | 0.00% | 100 | 100 | — | $5,414 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5,519 | 0.00% | 19 | 19 | — | $5,519 | 新建仓 |
| AIRR | FIRST TRUST | $5,539 | 0.00% | 50 | 50 | — | $5,539 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $5,618 | 0.00% | 262 | 262 | — | $5,618 | 新建仓 |
| LQD | ISHARES IBOXX | $5,668 | 0.00% | 52 | 52 | — | $5,668 | 新建仓 |
| ROP | ROPER TECHNOLOGIES | $5,671 | 0.00% | 16 | 16 | — | $5,671 | 新建仓 |
| SHY | ISHARES TR | $5,697 | 0.00% | 69 | 69 | — | $5,697 | 新建仓 |
| CVS | CVS HEALTH CORP | $5,747 | 0.00% | 80 | 80 | — | $5,747 | 新建仓 |
| BMY | BRISTOL MYERS | $5,778 | 0.00% | 95 | 95 | — | $5,778 | 新建仓 |
| MCHI | ISHARES MSCI | $5,787 | 0.00% | 103 | 103 | — | $5,787 | 新建仓 |
| HSY | HERSHEY COMPANY | $5,821 | 0.00% | 28 | 28 | — | $5,821 | 新建仓 |
| UNP | UNION PACIFIC CORP | $5,868 | 0.00% | 24 | 24 | — | $5,868 | 新建仓 |
| Q | QNITY ELECTRONICS | $5,885 | 0.00% | 51 | 51 | — | $5,885 | 新建仓 |
| VCTR | VICTORY CAPITAL | $5,959 | 0.00% | 91 | 91 | — | $5,959 | 新建仓 |
| PAYX | PAYCHEX INC | $6,079 | 0.00% | 66 | 66 | — | $6,079 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $6,120 | 0.00% | 257 | 257 | — | $6,120 | 新建仓 |
| CDW | CDW CORP | $6,138 | 0.00% | 51 | 51 | — | $6,138 | 新建仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $6,180 | 0.00% | 186 | 186 | — | $6,180 | 新建仓 |
| RS | RELIANCE INC | $6,190 | 0.00% | 20 | 20 | — | $6,190 | 新建仓 |
| EBND | SPDR BLOOMBERG | $6,337 | 0.00% | 307 | 307 | — | $6,337 | 新建仓 |
| J | JACOBS SOLUTIONS | $6,414 | 0.00% | 50 | 50 | — | $6,414 | 新建仓 |
| NDAQ | NASDAQ INC | $6,452 | 0.00% | 76 | 76 | — | $6,452 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $6,496 | 0.00% | 33 | 33 | — | $6,496 | 新建仓 |
| MCO | MOODYS CORP | $6,544 | 0.00% | 15 | 15 | — | $6,544 | 新建仓 |
| MPWR | MONOLITHIC POWER | $6,560 | 0.00% | 6 | 6 | — | $6,560 | 新建仓 |
| IEI | ISHARES 3-7YR | $6,642 | 0.00% | 56 | 56 | — | $6,642 | 新建仓 |
| AME | AMETEK INC | $6,645 | 0.00% | 31 | 31 | — | $6,645 | 新建仓 |
| AVY | AVERY DENNISON CORP | $6,664 | 0.00% | 39 | 39 | — | $6,664 | 新建仓 |
| OPCH | OPTION CARE | $6,730 | 0.00% | 250 | 250 | — | $6,730 | 新建仓 |
| DE | DEERE &CO | $6,760 | 0.00% | 12 | 12 | — | $6,760 | 新建仓 |
| CME | CME GROUP INC | $6,793 | 0.00% | 23 | 23 | — | $6,793 | 新建仓 |
| ETN | EATON CORP PLC | $6,796 | 0.00% | 19 | 19 | — | $6,796 | 新建仓 |
| ALB | ALBEMARLE CORP | $6,822 | 0.00% | 38 | 38 | — | $6,822 | 新建仓 |
| VRSK | VERISK ANALYTICS | $6,832 | 0.00% | 36 | 36 | — | $6,832 | 新建仓 |
| IYE | ISHARES U S | $6,866 | 0.00% | 106 | 106 | — | $6,866 | 新建仓 |
| IDLV | INVESCO S&P | $6,891 | 0.00% | 200 | 200 | — | $6,891 | 新建仓 |
| TNL | TRAVEL LEISURE | $6,919 | 0.00% | 100 | 100 | — | $6,919 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $7,000 | 0.00% | 5,000 | 5,000 | — | $7,000 | 新建仓 |
| DFAE | DIMENSIONAL EMERGING | $7,098 | 0.00% | 210 | 210 | — | $7,098 | 新建仓 |
| LIN | LINDE PLC | $7,436 | 0.00% | 15 | 15 | — | $7,436 | 新建仓 |
| MAR | MARRIOTT INTL | $7,550 | 0.00% | 23 | 23 | — | $7,550 | 新建仓 |
| SRE | SEMPRA | $7,775 | 0.00% | 80 | 80 | — | $7,775 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $7,809 | 0.00% | 272 | 272 | — | $7,809 | 新建仓 |
| SDVY | FIRST TRUST | $7,886 | 0.00% | 200 | 200 | — | $7,886 | 新建仓 |
| O | REALTY INCOME | $7,900 | 0.00% | 129 | 129 | — | $7,900 | 新建仓 |
| PFXF | VANECK PFD | $7,911 | 0.00% | 451 | 451 | — | $7,911 | 新建仓 |
| RSPT | INVESCO S&P | $7,921 | 0.00% | 175 | 175 | — | $7,921 | 新建仓 |
| FCX | FREEPORT MCMORAN | $7,936 | 0.00% | 135 | 135 | — | $7,936 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES | $7,940 | 0.00% | 500 | 500 | — | $7,940 | 新建仓 |
| D | DOMINION ENERGY | $7,990 | 0.00% | 129 | 129 | — | $7,990 | 新建仓 |
| IEV | ISHARES TR | $8,152 | 0.00% | 120 | 120 | — | $8,152 | 新建仓 |
| EVRG | EVERGY INC | $8,275 | 0.00% | 101 | 101 | — | $8,275 | 新建仓 |
| TER | TERADYNE INC | $8,300 | 0.00% | 28 | 28 | — | $8,300 | 新建仓 |
| RDIV | INVESCO S&P | $8,349 | 0.00% | 150 | 150 | — | $8,349 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $8,460 | 0.00% | 10 | 10 | — | $8,460 | 新建仓 |
| FPE | FIRST TRUST | $8,486 | 0.00% | 478 | 478 | — | $8,486 | 新建仓 |
| CINF | CINCINNATI FINL | $8,654 | 0.00% | 55 | 55 | — | $8,654 | 新建仓 |
| ORLY | O REILLY AUTOMOTIVE | $8,677 | 0.00% | 94 | 94 | — | $8,677 | 新建仓 |
| DHR | DANAHER CORP | $8,734 | 0.00% | 46 | 46 | — | $8,734 | 新建仓 |