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 |
|---|---|---|---|---|---|---|---|---|
| U | UNITY SOFTWARE | $1,912 | 0.00% | 64 | 24 | 60.0% | $717 | 加仓 |
| WTRG | ESSENTIAL UTILITIES | $1,916 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS | $1,936 | 0.00% | 78 | -54 | -40.9% | -$1,340 | 减仓 |
| PRI | Primerica Inc | $1,941 | 0.00% | 6 | 6 | — | $1,941 | 新建仓 |
| IX | ORIX Corp | $1,956 | 0.00% | 50 | 50 | — | $1,956 | 新建仓 |
| UBS | UBS Group AG | $1,968 | 0.00% | 38 | 38 | — | $1,968 | 新建仓 |
| BABA | ALIBABA GROUP | $2,015 | 0.00% | 20 | 5 | 33.3% | $504 | 加仓 |
| CWT | CALIFORNIA WATER | $2,044 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTL | $2,053 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES | $2,065 | 0.00% | 77 | 6 | 8.5% | $161 | 加仓 |
| ABM | ABM Industries Inc | $2,073 | 0.00% | 42 | 42 | — | $2,073 | 新建仓 |
| RYAAY | Ryanair Holdings PLC | $2,083 | 0.00% | 36 | 36 | — | $2,083 | 新建仓 |
| MTDR | Matador Resources Co | $2,092 | 0.00% | 43 | 43 | — | $2,092 | 新建仓 |
| BMRN | BioMarin Pharmaceutical Inc | $2,148 | 0.00% | 35 | 35 | — | $2,148 | 新建仓 |
| TS | Tenaris SA | $2,177 | 0.00% | 39 | 39 | — | $2,177 | 新建仓 |
| IWO | iShares Russell 2000 Growth ETF | $2,182 | 0.00% | 6 | 6 | — | $2,182 | 新建仓 |
| CG | Carlyle Group Inc/The | $2,190 | 0.00% | 49 | 49 | — | $2,190 | 新建仓 |
| SCJ | ISHARES MSCI | $2,212 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $2,245 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TROW | T Rowe Price Group Inc | $2,259 | 0.00% | 19 | 19 | — | $2,259 | 新建仓 |
| ALSN | Allison Transmission Holdings Inc | $2,293 | 0.00% | 20 | 20 | — | $2,293 | 新建仓 |
| JETS | U S GLOBAL | $2,325 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| USPH | US Physical Therapy Inc | $2,396 | 0.00% | 30 | 30 | — | $2,396 | 新建仓 |
| DAR | DARLING INGREDIENTS | $2,404 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| HBAN | Huntington Bancshares Inc/OH | $2,408 | 0.00% | 143 | -60 | -29.6% | -$1,010 | 减仓 |
| HXL | Hexcel Corp | $2,429 | 0.00% | 23 | 23 | — | $2,429 | 新建仓 |
| POWI | Power Integrations Inc | $2,433 | 0.00% | 43 | 43 | — | $2,433 | 新建仓 |
| EXPO | Exponent Inc | $2,436 | 0.00% | 37 | 37 | — | $2,436 | 新建仓 |
| LH | Labcorp Holdings Inc | $2,457 | 0.00% | 8 | 7 | 700.0% | $2,150 | 加仓 |
| ECG | EVERUS CONSTRUCTION | $2,489 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS | $2,497 | 0.00% | 38 | 5 | 15.2% | $329 | 加仓 |
| CLX | Clorox Co/The | $2,507 | 0.00% | 26 | 6 | 30.0% | $579 | 加仓 |
| WTW | Willis Towers Watson PLC | $2,527 | 0.00% | 8 | 6 | 300.0% | $1,895 | 加仓 |
| NCLH | NORWEGIAN CRUISE | $2,533 | 0.00% | 120 | -44 | -26.8% | -$929 | 减仓 |
| IHG | InterContinental Hotels Group PLC | $2,584 | 0.00% | 16 | 16 | — | $2,584 | 新建仓 |
| EXLS | EXLSERVICE HOLDINGS | $2,586 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SHOE | Shoe Station Group Inc | $2,591 | 0.00% | 166 | 166 | — | $2,591 | 新建仓 |
| FELE | FRANKLIN ELECTRIC | $2,598 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COMMERCIAL | $2,606 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| WY | Weyerhaeuser Co | $2,616 | 0.00% | 107 | 98 | 1,088.9% | $2,396 | 加仓 |
| PPL | PPL CORP | $2,618 | 0.00% | 72 | -20 | -21.7% | -$727 | 减仓 |
| CZR | Caesars Entertainment Inc | $2,620 | 0.00% | 88 | 88 | — | $2,620 | 新建仓 |
| POR | PORTLAND GENERAL | $2,624 | 0.00% | 51 | 13 | 34.2% | $669 | 加仓 |
| ROIV | Roivant Sciences Ltd | $2,630 | 0.00% | 80 | 80 | — | $2,630 | 新建仓 |
| UMH | UMH Properties Inc | $2,632 | 0.00% | 167 | 167 | — | $2,632 | 新建仓 |
| MAR | Marriott International Inc/MD | $2,668 | 0.00% | 7 | -16 | -69.6% | -$6,098 | 减仓 |
| HLN | Haleon PLC | $2,745 | 0.00% | 267 | 267 | — | $2,745 | 新建仓 |
| ARWR | Arrowhead Pharmaceuticals INC | $2,759 | 0.00% | 32 | 32 | — | $2,759 | 新建仓 |
| EWW | ISHARES MSCI | $2,785 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| RRX | Regal Rexnord Corp | $2,814 | 0.00% | 15 | 15 | — | $2,814 | 新建仓 |
| MUFG | Mitsubishi UFJ Financial Group Inc | $2,852 | 0.00% | 130 | 130 | — | $2,852 | 新建仓 |
| LAMR | LAMAR ADVERTISING | $2,858 | 0.00% | 18 | 6 | 50.0% | $953 | 加仓 |
| AMG | Affiliated Managers Group Inc | $2,881 | 0.00% | 8 | 8 | — | $2,881 | 新建仓 |
| PDBC | INVESCO OPTIMUM | $2,890 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| VEEV | Veeva Systems Inc | $2,911 | 0.00% | 14 | 14 | — | $2,911 | 新建仓 |
| BWXT | BWX Technologies Inc | $2,991 | 0.00% | 19 | 19 | — | $2,991 | 新建仓 |
| CCEP | Coca-Cola Europacific Partners PLC | $3,000 | 0.00% | 27 | 27 | — | $3,000 | 新建仓 |
| TRNO | Terreno Realty Corp | $3,013 | 0.00% | 42 | 42 | — | $3,013 | 新建仓 |
| IHI | ISHARES U S | $3,014 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $3,019 | 0.00% | 75 | 39 | 108.3% | $1,570 | 加仓 |
| ROKU | Roku Inc | $3,052 | 0.00% | 21 | 21 | — | $3,052 | 新建仓 |
| LMBS | FIRST TRUST | $3,061 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| LECO | Lincoln Electric Holdings Inc | $3,096 | 0.00% | 12 | 12 | — | $3,096 | 新建仓 |
| TRV | Travelers Cos Inc/The | $3,112 | 0.00% | 8 | 1 | 14.3% | $389 | 加仓 |
| ACN | Accenture PLC | $3,117 | 0.00% | 18 | 5 | 38.5% | $866 | 加仓 |
| SONY | Sony Group Corp | $3,141 | 0.00% | 135 | 135 | — | $3,141 | 新建仓 |
| EXR | EXTRA SPACE | $3,197 | 0.00% | 22 | -1 | -4.3% | -$145 | 减仓 |
| TTWO | Take-Two Interactive Software Inc | $3,204 | 0.00% | 13 | 10 | 333.3% | $2,465 | 加仓 |
| IR | Ingersoll Rand Inc | $3,215 | 0.00% | 38 | 38 | — | $3,215 | 新建仓 |
| ARES | Ares Management Corp | $3,240 | 0.00% | 26 | 26 | — | $3,240 | 新建仓 |
| CNQ | Canadian Natural Resources Ltd | $3,252 | 0.00% | 70 | 70 | — | $3,252 | 新建仓 |
| RBLX | ROBLOX CORP | $3,263 | 0.00% | 60 | 20 | 50.0% | $1,088 | 加仓 |
| AU | Anglogold Ashanti PLC | $3,271 | 0.00% | 42 | 42 | — | $3,271 | 新建仓 |
| PID | INVESCO INTL | $3,308 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| CROX | Crocs Inc | $3,348 | 0.00% | 27 | 27 | — | $3,348 | 新建仓 |
| SOBO | SOUTH BOW | $3,383 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| BIPC | Brookfield Infrastructure Corp | $3,415 | 0.00% | 79 | 79 | — | $3,415 | 新建仓 |
| ORI | Old Republic International Corp | $3,433 | 0.00% | 77 | 77 | — | $3,433 | 新建仓 |
| RH | RH | $3,470 | 0.00% | 21 | 7 | 50.0% | $1,157 | 加仓 |
| USFD | US Foods Holding Corp | $3,480 | 0.00% | 34 | 34 | — | $3,480 | 新建仓 |
| EFX | Equifax Inc | $3,554 | 0.00% | 19 | 16 | 533.3% | $2,993 | 加仓 |
| DOV | Dover Corp | $3,564 | 0.00% | 18 | 3 | 20.0% | $594 | 加仓 |
| SXI | Standex International Corp | $3,568 | 0.00% | 13 | 13 | — | $3,568 | 新建仓 |
| IRMD | iRadimed Corp | $3,582 | 0.00% | 38 | 38 | — | $3,582 | 新建仓 |
| VTRS | VIATRIS INC | $3,655 | 0.00% | 229 | 7 | 3.2% | $112 | 加仓 |
| LYG | Lloyds Banking Group PLC | $3,692 | 0.00% | 629 | 629 | — | $3,692 | 新建仓 |
| MFG | Mizuho Financial Group Inc | $3,698 | 0.00% | 377 | 377 | — | $3,698 | 新建仓 |
| UTZ | UTZ Brands Inc Com Usd0.0001 Cl A | $3,712 | 0.00% | 264 | 264 | — | $3,712 | 新建仓 |
| KMB | Kimberly-Clark Corp | $3,736 | 0.00% | 33 | 33 | — | $3,736 | 新建仓 |
| CRC | CALIFORNIA RESOURCES | $3,754 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| COHR | Coherent Corp | $3,775 | 0.00% | 17 | 14 | 466.7% | $3,109 | 加仓 |
| F | Ford Motor Co | $3,781 | 0.00% | 262 | -19 | -6.8% | -$274 | 减仓 |
| NTRA | Natera Inc | $3,807 | 0.00% | 15 | 15 | — | $3,807 | 新建仓 |
| ADM | ARCHER DANIELS | $3,820 | 0.00% | 50 | -3 | -5.7% | -$229 | 减仓 |
| PCG | PG&E CORP | $3,843 | 0.00% | 224 | 159 | 244.6% | $2,728 | 加仓 |
| KWR | Quaker Chemical Corp | $3,869 | 0.00% | 26 | 26 | — | $3,869 | 新建仓 |
| IDA | IDACORP Inc | $3,899 | 0.00% | 27 | 27 | — | $3,899 | 新建仓 |
| LNC | LINCOLN NATL CORP IN | $3,924 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED | $3,926 | 0.00% | 24 | -6 | -20.0% | -$982 | 减仓 |
| VICI | VICI PROPERTIES | $3,926 | 0.00% | 146 | 86 | 143.3% | $2,313 | 加仓 |