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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SERVICE | $8,824 | 0.00% | 109 | 109 | — | $8,824 | 新建仓 |
| AMT | AMERICAN TOWER | $8,836 | 0.00% | 51 | 51 | — | $8,836 | 新建仓 |
| KMI | KINDER MORGAN | $8,852 | 0.00% | 264 | 264 | — | $8,852 | 新建仓 |
| PICK | ISHARES MSCI | $9,054 | 0.00% | 160 | 160 | — | $9,054 | 新建仓 |
| EUFN | ISHARES MSCI | $9,061 | 0.00% | 260 | 260 | — | $9,061 | 新建仓 |
| BDX | BECTON DICKINSON &CO | $9,120 | 0.00% | 58 | 58 | — | $9,120 | 新建仓 |
| PGR | PROGRESSIVE CORP | $9,260 | 0.00% | 47 | 47 | — | $9,260 | 新建仓 |
| CEG | CONSTELLATION ENERGY | $9,285 | 0.00% | 33 | 33 | — | $9,285 | 新建仓 |
| MOO | VANECK AGRIBUSINESS | $9,295 | 0.00% | 110 | 110 | — | $9,295 | 新建仓 |
| BIIB | BIOGEN INC | $9,350 | 0.00% | 51 | 51 | — | $9,350 | 新建仓 |
| XEL | XCEL ENERGY | $9,374 | 0.00% | 118 | 118 | — | $9,374 | 新建仓 |
| MCK | MCKESSON CORP | $9,519 | 0.00% | 11 | 11 | — | $9,519 | 新建仓 |
| GIS | GENERAL MILLS | $9,648 | 0.00% | 259 | 259 | — | $9,648 | 新建仓 |
| DTCR | GLOBAL X | $9,704 | 0.00% | 405 | 405 | — | $9,704 | 新建仓 |
| FERG | FERGUSON ENTERPRISES | $9,797 | 0.00% | 42 | 42 | — | $9,797 | 新建仓 |
| UPS | UNITED PARCEL | $9,838 | 0.00% | 100 | 100 | — | $9,838 | 新建仓 |
| ESGU | ISHARES ESG | $9,899 | 0.00% | 70 | 70 | — | $9,899 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $9,921 | 0.00% | 214 | 214 | — | $9,921 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $1.02万 | 0.00% | 62 | 62 | — | $1.02万 | 新建仓 |
| VOLT | TEMA ELECTRIFICATION | $1.04万 | 0.00% | 303 | 303 | — | $1.04万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $1.04万 | 0.00% | 32 | 32 | — | $1.04万 | 新建仓 |
| ARTY | ISHARES FUTURE | $1.05万 | 0.00% | 225 | 225 | — | $1.05万 | 新建仓 |
| CNO | CNO FINANCIAL | $1.08万 | 0.00% | 263 | 263 | — | $1.08万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $1.08万 | 0.00% | 113 | 113 | — | $1.08万 | 新建仓 |
| OC | OWENS CORNING | $1.13万 | 0.00% | 104 | 104 | — | $1.13万 | 新建仓 |
| XLP | STATE STREET | $1.13万 | 0.00% | 138 | 138 | — | $1.13万 | 新建仓 |
| BOTZ | GLOBAL X | $1.15万 | 0.00% | 347 | 347 | — | $1.15万 | 新建仓 |
| FITB | FIFTH THIRD | $1.16万 | 0.00% | 250 | 250 | — | $1.16万 | 新建仓 |
| CTAS | CINTAS CORP | $1.17万 | 0.00% | 69 | 69 | — | $1.17万 | 新建仓 |
| VDE | VANGUARD ENERGY | $1.18万 | 0.00% | 68 | 68 | — | $1.18万 | 新建仓 |
| PLD | PROLOGIS INC | $1.18万 | 0.00% | 89 | 89 | — | $1.18万 | 新建仓 |
| ON | ON SEMICONDUCTOR | $1.20万 | 0.00% | 193 | 193 | — | $1.20万 | 新建仓 |
| GFI | GOLD FIELDS | $1.20万 | 0.00% | 264 | 264 | — | $1.20万 | 新建仓 |
| NI | NISOURCE INC | $1.20万 | 0.00% | 257 | 257 | — | $1.20万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS | $1.20万 | 0.00% | 142 | 142 | — | $1.20万 | 新建仓 |
| XSOE | WISDOMTREE EMERGING | $1.20万 | 0.00% | 300 | 300 | — | $1.20万 | 新建仓 |
| AIT | APPLIED INDUSTRIAL TECH | $1.21万 | 0.00% | 45 | 45 | — | $1.21万 | 新建仓 |
| CBRE | CBRE GROUP INC | $1.21万 | 0.00% | 89 | 89 | — | $1.21万 | 新建仓 |
| RWJ | INVESCO S&P | $1.21万 | 0.00% | 240 | 240 | — | $1.21万 | 新建仓 |
| SCHP | SCHWAB US | $1.21万 | 0.00% | 456 | 456 | — | $1.21万 | 新建仓 |
| EHC | ENCOMPASS HEALTH | $1.26万 | 0.00% | 130 | 130 | — | $1.26万 | 新建仓 |
| NZF | NUVEEN MUNICIPAL | $1.26万 | 0.00% | 1,038 | 1,038 | — | $1.26万 | 新建仓 |
| C | CITIGROUP INC | $1.27万 | 0.00% | 112 | 112 | — | $1.27万 | 新建仓 |
| — | GLOBAL X | $1.27万 | 0.00% | 600 | 600 | — | $1.27万 | 新建仓 |
| REMX | VANECK RARE | $1.28万 | 0.00% | 145 | 145 | — | $1.28万 | 新建仓 |
| AVRE | AVANTIS REAL | $1.28万 | 0.00% | 290 | 290 | — | $1.28万 | 新建仓 |
| CALF | PACER FDS TR | $1.28万 | 0.00% | 285 | 285 | — | $1.28万 | 新建仓 |
| MOS | MOSAIC COMPANY | $1.29万 | 0.00% | 505 | 505 | — | $1.29万 | 新建仓 |
| RF | REGIONS FINANCIAL | $1.32万 | 0.00% | 504 | 504 | — | $1.32万 | 新建仓 |
| SPGI | S&P GLOBAL | $1.32万 | 0.00% | 31 | 31 | — | $1.32万 | 新建仓 |
| SCHM | SCHWAB US | $1.32万 | 0.00% | 426 | 426 | — | $1.32万 | 新建仓 |
| AIQ | GLOBAL X | $1.33万 | 0.00% | 284 | 284 | — | $1.33万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $1.33万 | 0.00% | 30 | 30 | — | $1.33万 | 新建仓 |
| KXI | ISHARES GLOBAL | $1.34万 | 0.00% | 200 | 200 | — | $1.34万 | 新建仓 |
| JAVA | JPMORGAN ACTIVE | $1.35万 | 0.00% | 188 | 188 | — | $1.35万 | 新建仓 |
| STAG | STAG INDUSTRIAL | $1.38万 | 0.00% | 382 | 382 | — | $1.38万 | 新建仓 |
| IYK | ISHARES U S | $1.38万 | 0.00% | 197 | 197 | — | $1.38万 | 新建仓 |
| VLO | VALERO ENERGY | $1.38万 | 0.00% | 56 | 56 | — | $1.38万 | 新建仓 |
| DOW | DOW HLDGS INC | $1.42万 | 0.00% | 340 | 340 | — | $1.42万 | 新建仓 |
| SNA | SNAP ON | $1.45万 | 0.00% | 40 | 40 | — | $1.45万 | 新建仓 |
| REET | ISHARES GLOBAL | $1.45万 | 0.00% | 578 | 578 | — | $1.45万 | 新建仓 |
| GEV | GE VERNOVA | $1.48万 | 0.00% | 17 | 17 | — | $1.48万 | 新建仓 |
| XLC | STATE STREET | $1.49万 | 0.00% | 134 | 134 | — | $1.49万 | 新建仓 |
| MS | MORGAN STANLEY | $1.50万 | 0.00% | 91 | 91 | — | $1.50万 | 新建仓 |
| VTR | VENTAS INC | $1.51万 | 0.00% | 185 | 185 | — | $1.51万 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES | $1.51万 | 0.00% | 3,233 | 3,233 | — | $1.51万 | 新建仓 |
| FXZ | FIRST TRUST | $1.52万 | 0.00% | 200 | 200 | — | $1.52万 | 新建仓 |
| SCHC | SCHWAB INTL | $1.54万 | 0.01% | 329 | 329 | — | $1.54万 | 新建仓 |
| EDV | VANGUARD EXTENDED | $1.54万 | 0.01% | 237 | 237 | — | $1.54万 | 新建仓 |
| GM | GENERAL MOTORS | $1.55万 | 0.01% | 208 | 208 | — | $1.55万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $1.55万 | 0.01% | 85 | 85 | — | $1.55万 | 新建仓 |
| JEPI | JPMORGAN | $1.57万 | 0.01% | 277 | 277 | — | $1.57万 | 新建仓 |
| MTB | M&T BANK | $1.57万 | 0.01% | 76 | 76 | — | $1.57万 | 新建仓 |
| SHEL | SHELL PLC | $1.58万 | 0.01% | 170 | 170 | — | $1.58万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.58万 | 0.01% | 300 | 300 | — | $1.58万 | 新建仓 |
| ASML | ASML HOLDING | $1.58万 | 0.01% | 12 | 12 | — | $1.58万 | 新建仓 |
| PHM | PULTEGROUP INC | $1.65万 | 0.01% | 140 | 140 | — | $1.65万 | 新建仓 |
| TXN | TEXAS INSTRUMENTS | $1.67万 | 0.01% | 86 | 86 | — | $1.67万 | 新建仓 |
| EOG | EOG RES INC | $1.68万 | 0.01% | 116 | 116 | — | $1.68万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.68万 | 0.01% | 509 | 509 | — | $1.68万 | 新建仓 |
| VSS | VANGUARD FTSE | $1.69万 | 0.01% | 116 | 116 | — | $1.69万 | 新建仓 |
| TD | TORONTO DOMINION | $1.70万 | 0.01% | 182 | 182 | — | $1.70万 | 新建仓 |
| ICOW | PACER FDS TR | $1.71万 | 0.01% | 402 | 402 | — | $1.71万 | 新建仓 |
| SPG | SIMON PROPERTY | $1.72万 | 0.01% | 92 | 92 | — | $1.72万 | 新建仓 |
| JEMA | JPMORGAN ACTIVEBUILDERS | $1.75万 | 0.01% | 337 | 337 | — | $1.75万 | 新建仓 |
| PWR | QUANTA SERVICES | $1.76万 | 0.01% | 32 | 32 | — | $1.76万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY | $1.76万 | 0.01% | 45 | 45 | — | $1.76万 | 新建仓 |
| VOOG | VANGUARD S&P | $1.76万 | 0.01% | 43 | 43 | — | $1.76万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1.79万 | 0.01% | 298 | 298 | — | $1.79万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY | $1.79万 | 0.01% | 106 | 106 | — | $1.79万 | 新建仓 |
| CHAT | ROUNDHILL GENERATIVE | $1.79万 | 0.01% | 290 | 290 | — | $1.79万 | 新建仓 |
| IYG | ISHARES U S | $1.81万 | 0.01% | 219 | 219 | — | $1.81万 | 新建仓 |
| NEE | NEXTERA ENERGY | $1.82万 | 0.01% | 196 | 196 | — | $1.82万 | 新建仓 |
| GSLC | GOLDMAN SACHS | $1.83万 | 0.01% | 146 | 146 | — | $1.83万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $1.83万 | 0.01% | 734 | 734 | — | $1.83万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $1.84万 | 0.01% | 164 | 164 | — | $1.84万 | 新建仓 |
| — | INNOVATOR S&P | $1.85万 | 0.01% | 1,118 | 1,118 | — | $1.85万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1.87万 | 0.01% | 420 | 420 | — | $1.87万 | 新建仓 |
| IYH | ISHARES U S | $1.87万 | 0.01% | 304 | 304 | — | $1.87万 | 新建仓 |
| ADSK | AUTODESK INC | $1.89万 | 0.01% | 79 | 79 | — | $1.89万 | 新建仓 |