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 |
|---|---|---|---|---|---|---|---|---|
| IJT | ISHARES S&P | $3,929 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY | $4,032 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PATK | Patrick Industries Inc | $4,071 | 0.00% | 47 | 47 | — | $4,071 | 新建仓 |
| HAS | Hasbro Inc | $4,092 | 0.00% | 43 | 33 | 330.0% | $3,140 | 加仓 |
| VSNT | VERSANT MEDIA | $4,096 | 0.00% | 111 | 105 | 1,750.0% | $3,875 | 加仓 |
| RGEN | Repligen Corp | $4,096 | 0.00% | 29 | 29 | — | $4,096 | 新建仓 |
| BBY | BEST BUY | $4,099 | 0.00% | 51 | 49 | 2,450.0% | $3,938 | 加仓 |
| YUM | Yum Brands Inc | $4,102 | 0.00% | 27 | 26 | 2,600.0% | $3,950 | 加仓 |
| RGLD | Royal Gold Inc | $4,105 | 0.00% | 21 | 21 | — | $4,105 | 新建仓 |
| TLN | Talen Energy Corporation | $4,110 | 0.00% | 13 | 13 | — | $4,110 | 新建仓 |
| GEN | Gen Digital Inc | $4,117 | 0.00% | 149 | 107 | 254.8% | $2,957 | 加仓 |
| SWBI | SMITH & WESSON | $4,136 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| NXST | Nexstar Media Group Inc | $4,136 | 0.00% | 21 | 21 | — | $4,136 | 新建仓 |
| CACI | CACI INTERNATIONAL | $4,169 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PFFD | Global X US Preferred ETF | $4,200 | 0.00% | 229 | 229 | — | $4,200 | 新建仓 |
| SFM | SPROUTS FARMERS | $4,230 | 0.00% | 50 | -522 | -91.3% | -$4.42万 | 减仓 |
| CMS | CMS Energy Corp | $4,239 | 0.00% | 57 | 45 | 375.0% | $3,347 | 加仓 |
| TFLR | T Rowe Price Floating Rate ETF | $4,239 | 0.00% | 84 | 84 | — | $4,239 | 新建仓 |
| MT | ArcelorMittal SA | $4,271 | 0.00% | 65 | 65 | — | $4,271 | 新建仓 |
| DOC | HEALTHPEAK PPTYS | $4,285 | 0.00% | 199 | 24 | 13.7% | $517 | 加仓 |
| CHE | Chemed Corp | $4,315 | 0.00% | 8 | 8 | — | $4,315 | 新建仓 |
| CNC | CENTENE CORP | $4,365 | 0.00% | 68 | -16 | -19.0% | -$1,027 | 减仓 |
| ED | Consolidated Edison Inc | $4,378 | 0.00% | 39 | 36 | 1,200.0% | $4,041 | 加仓 |
| ROP | ROPER TECHNOLOGIES | $4,409 | 0.00% | 13 | -3 | -18.8% | -$1,017 | 减仓 |
| URA | GLOBAL X | $4,414 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| EBND | STATE STREET | $4,482 | 0.00% | 215 | -92 | -30.0% | -$1,918 | 减仓 |
| IQLT | ISHARES MSCI | $4,509 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| TTE | TotalEnergies SE | $4,511 | 0.00% | 52 | 52 | — | $4,511 | 新建仓 |
| TTEK | TETRA TECH | $4,551 | 0.00% | 151 | 40 | 36.0% | $1,206 | 加仓 |
| ITT | ITT Inc | $4,579 | 0.00% | 24 | 24 | — | $4,579 | 新建仓 |
| BKE | Buckle Inc/The | $4,590 | 0.00% | 102 | 102 | — | $4,590 | 新建仓 |
| DLTR | DOLLAR TREE | $4,596 | 0.00% | 38 | -6 | -13.6% | -$726 | 减仓 |
| RBA | RB Global Inc | $4,608 | 0.00% | 40 | 40 | — | $4,608 | 新建仓 |
| BKR | BAKER HUGHES | $4,616 | 0.00% | 83 | -3 | -3.5% | -$167 | 减仓 |
| GLPI | GAMING & LEISURE | $4,617 | 0.00% | 103 | 54 | 110.2% | $2,421 | 加仓 |
| HEI/A | HEICO Corp | $4,632 | 0.00% | 18 | 18 | — | $4,632 | 新建仓 |
| OKTA | Okta Inc | $4,655 | 0.00% | 34 | 34 | — | $4,655 | 新建仓 |
| EMBJ | Embraer SA | $4,736 | 0.00% | 70 | 70 | — | $4,736 | 新建仓 |
| EXPD | Expeditors International of Washington Inc | $4,764 | 0.00% | 28 | 26 | 1,300.0% | $4,424 | 加仓 |
| BXP | BXP INC | $4,774 | 0.00% | 72 | -4 | -5.3% | -$265 | 减仓 |
| MSI | Motorola Solutions Inc | $4,776 | 0.00% | 11 | 6 | 120.0% | $2,605 | 加仓 |
| VLUE | ISHARES MSCI | $4,795 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $4,804 | 0.00% | 30 | -9 | -23.1% | -$1,441 | 减仓 |
| OGE | OGE Energy Corp | $4,827 | 0.00% | 101 | 95 | 1,583.3% | $4,540 | 加仓 |
| LTC | LTC Properties Inc | $4,918 | 0.00% | 118 | 118 | — | $4,918 | 新建仓 |
| VYMI | Vanguard International High Dividend Yield ETF | $4,997 | 0.00% | 49 | 49 | — | $4,997 | 新建仓 |
| FTSL | FIRST TRUST | $5,018 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| RSG | Republic Services Inc | $5,035 | 0.00% | 23 | 22 | 2,200.0% | $4,816 | 加仓 |
| UFPI | UFP Industries Inc | $5,087 | 0.00% | 58 | 58 | — | $5,087 | 新建仓 |
| IWP | ISHARES RUSSELL | $5,124 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CRAI | CRA International Inc | $5,131 | 0.00% | 27 | 27 | — | $5,131 | 新建仓 |
| KLIC | Kulicke & Soffa Industries Inc | $5,137 | 0.00% | 62 | 62 | — | $5,137 | 新建仓 |
| INSM | Insmed Inc | $5,156 | 0.00% | 50 | 50 | — | $5,156 | 新建仓 |
| CRL | Charles River Laboratories International Inc | $5,166 | 0.00% | 22 | 16 | 266.7% | $3,757 | 加仓 |
| MCHI | ISHARES MSCI | $5,256 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| JPST | JPMorgan Ultra-Short Income ETF | $5,256 | 0.00% | 104 | 104 | — | $5,256 | 新建仓 |
| GEHC | GE HEALTHCARE | $5,262 | 0.00% | 80 | 18 | 29.0% | $1,184 | 加仓 |
| LKFN | Lakeland Financial Corp | $5,320 | 0.00% | 84 | 84 | — | $5,320 | 新建仓 |
| HEI | HEICO Corp | $5,328 | 0.00% | 15 | 15 | — | $5,328 | 新建仓 |
| SJM | JM Smucker Co/The | $5,405 | 0.00% | 43 | 41 | 2,050.0% | $5,154 | 加仓 |
| ENB | ENBRIDGE INC | $5,421 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $5,454 | 0.00% | 32 | 6 | 23.1% | $1,023 | 加仓 |
| ALLE | ALLEGION PUBLIC | $5,479 | 0.00% | 39 | 13 | 50.0% | $1,826 | 加仓 |
| TFC | TRUIST FINANCIAL | $5,480 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corp/The | $5,488 | 0.00% | 20 | 12 | 150.0% | $3,293 | 加仓 |
| CPRT | Copart Inc | $5,498 | 0.00% | 190 | 110 | 137.5% | $3,183 | 加仓 |
| SHY | ISHARES TR | $5,501 | 0.00% | 67 | -2 | -2.9% | -$164 | 减仓 |
| NSSC | Napco Security Technologies Inc | $5,528 | 0.00% | 152 | 152 | — | $5,528 | 新建仓 |
| APTV | Aptiv PLC | $5,565 | 0.00% | 96 | 96 | — | $5,565 | 新建仓 |
| PSA | Public Storage | $5,600 | 0.00% | 17 | 17 | — | $5,600 | 新建仓 |
| ANF | Abercrombie & Fitch Co | $5,637 | 0.00% | 55 | 55 | — | $5,637 | 新建仓 |
| KHC | KRAFT HEINZ | $5,677 | 0.00% | 240 | 32 | 15.4% | $757 | 加仓 |
| HIW | Highwoods Properties Inc | $5,710 | 0.00% | 166 | 166 | — | $5,710 | 新建仓 |
| SCHC | SCHWAB INTL | $5,726 | 0.00% | 119 | -210 | -63.8% | -$1.01万 | 减仓 |
| ESGU | ISHARES ESG | $5,728 | 0.00% | 35 | -35 | -50.0% | -$5,728 | 减仓 |
| EBAY | eBay Inc | $5,765 | 0.00% | 50 | 47 | 1,566.7% | $5,419 | 加仓 |
| OXY | Occidental Petroleum Corp | $5,771 | 0.00% | 103 | 78 | 312.0% | $4,370 | 加仓 |
| — | AvalonBay Communities Inc | $5,774 | 0.00% | 30 | 28 | 1,400.0% | $5,389 | 加仓 |
| BBVA | Banco Bilbao Vizcaya Argentaria SA | $5,774 | 0.00% | 225 | 225 | — | $5,774 | 新建仓 |
| IWY | ISHARES RUSSELL | $5,812 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY | $5,812 | 0.00% | 12 | 5 | 71.4% | $2,422 | 加仓 |
| KFRC | KFORCE INC | $5,816 | 0.00% | 111 | 51 | 85.0% | $2,672 | 加仓 |
| HSBC | HSBC Holdings PLC | $5,848 | 0.00% | 57 | 57 | — | $5,848 | 新建仓 |
| CL | Colgate-Palmolive Co | $5,854 | 0.00% | 63 | 17 | 37.0% | $1,580 | 加仓 |
| MTRN | Materion Corp | $5,870 | 0.00% | 31 | 31 | — | $5,870 | 新建仓 |
| ALAB | Astera Labs Inc | $5,994 | 0.00% | 24 | 24 | — | $5,994 | 新建仓 |
| IYE | ISHARES U S | $5,999 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| XYZ | Block Inc | $5,999 | 0.00% | 73 | 73 | — | $5,999 | 新建仓 |
| SELV | SEI QiM U.S. Large Cap Low Volatility Active ETF | $6,005 | 0.00% | 174 | 174 | — | $6,005 | 新建仓 |
| UCB | United Community Banks Inc/GA | $6,015 | 0.00% | 169 | 169 | — | $6,015 | 新建仓 |
| ELV | Elevance Health Inc | $6,016 | 0.00% | 16 | 3 | 23.1% | $1,128 | 加仓 |
| UNF | UniFirst Corp/MA | $6,024 | 0.00% | 20 | 20 | — | $6,024 | 新建仓 |
| YOU | Clear Secure Inc | $6,073 | 0.00% | 104 | 104 | — | $6,073 | 新建仓 |
| SAN | Banco Santander SA | $6,115 | 0.00% | 457 | 457 | — | $6,115 | 新建仓 |
| IGV | ISHARES EXPANDED | $6,161 | 0.00% | 68 | 25 | 58.1% | $2,265 | 加仓 |
| NVS | NOVARTIS AG | $6,317 | 0.00% | 40 | 23 | 135.3% | $3,632 | 加仓 |
| HAL | Halliburton Co | $6,332 | 0.00% | 203 | 191 | 1,591.7% | $5,958 | 加仓 |
| AIG | American International Group Inc | $6,336 | 0.00% | 79 | 79 | — | $6,336 | 新建仓 |
| CAG | Conagra Brands Inc | $6,340 | 0.00% | 409 | 396 | 3,046.2% | $6,138 | 加仓 |
| ALB | ALBEMARLE CORP | $6,374 | 0.00% | 53 | 15 | 39.5% | $1,804 | 加仓 |