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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $1.90万 | 0.01% | 212 | 212 | — | $1.90万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $1.91万 | 0.01% | 56 | 56 | — | $1.91万 | 新建仓 |
| USFR | WISDOMTREE FLOATING | $1.94万 | 0.01% | 386 | -10,252 | -96.4% | -$51.63万 | 减仓 |
| WFC | WELLS FARGO | $1.97万 | 0.01% | 247 | 247 | — | $1.97万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.97万 | 0.01% | 149 | 149 | — | $1.97万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $1.98万 | 0.01% | 22 | 22 | — | $1.98万 | 新建仓 |
| SMBS | SCHWAB STRATEGIC TR | $1.99万 | 0.01% | 777 | 777 | — | $1.99万 | 新建仓 |
| TLT | ISHARES 20 | $1.99万 | 0.01% | 229 | 229 | — | $1.99万 | 新建仓 |
| DHS | WISDOMTREE U S | $1.99万 | 0.01% | 182 | 182 | — | $1.99万 | 新建仓 |
| CCL | CARNIVAL CORP | $2.02万 | 0.01% | 780 | 780 | — | $2.02万 | 新建仓 |
| A | AGILENT TECHNOLOGIES | $2.02万 | 0.01% | 178 | 178 | — | $2.02万 | 新建仓 |
| BA | BOEING CO | $2.03万 | 0.01% | 102 | 102 | — | $2.03万 | 新建仓 |
| XME | STATE STREET | $2.06万 | 0.01% | 191 | 191 | — | $2.06万 | 新建仓 |
| BBUS | JPMORGAN BETABUILDERS | $2.12万 | 0.01% | 181 | 181 | — | $2.12万 | 新建仓 |
| BX | BLACKSTONE INC | $2.13万 | 0.01% | 185 | 185 | — | $2.13万 | 新建仓 |
| IBM | INTL BUSINESS | $2.13万 | 0.01% | 88 | 88 | — | $2.13万 | 新建仓 |
| CGGE | CAPITAL GROUP | $2.13万 | 0.01% | 700 | 700 | — | $2.13万 | 新建仓 |
| PRU | PRUDENTIAL FINANCIAL | $2.15万 | 0.01% | 220 | 220 | — | $2.15万 | 新建仓 |
| COWZ | PACER US | $2.16万 | 0.01% | 346 | 346 | — | $2.16万 | 新建仓 |
| DKNG | DRAFTKINGS INC | $2.16万 | 0.01% | 1,000 | 1,000 | — | $2.16万 | 新建仓 |
| RDVI | FIRST TRUST | $2.19万 | 0.01% | 856 | 856 | — | $2.19万 | 新建仓 |
| QUAL | ISHARES MSCI | $2.21万 | 0.01% | 115 | 115 | — | $2.21万 | 新建仓 |
| KLAC | KLA CORP | $2.21万 | 0.01% | 15 | 15 | — | $2.21万 | 新建仓 |
| NSC | NORFOLK SOUTHERN | $2.21万 | 0.01% | 77 | 77 | — | $2.21万 | 新建仓 |
| APH | AMPHENOL CORP | $2.21万 | 0.01% | 175 | 175 | — | $2.21万 | 新建仓 |
| SPYD | STATE STREET | $2.22万 | 0.01% | 487 | 487 | — | $2.22万 | 新建仓 |
| KR | KROGER CO | $2.22万 | 0.01% | 306 | 306 | — | $2.22万 | 新建仓 |
| DTE | DTE ENERGY CO | $2.24万 | 0.01% | 153 | 153 | — | $2.24万 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $2.25万 | 0.01% | 451 | 451 | — | $2.25万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $2.25万 | 0.01% | 254 | 254 | — | $2.25万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES | $2.26万 | 0.01% | 80 | 80 | — | $2.26万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $2.27万 | 0.01% | 1,000 | 1,000 | — | $2.27万 | 新建仓 |
| JBL | JABIL INC | $2.29万 | 0.01% | 86 | 86 | — | $2.29万 | 新建仓 |
| GD | GENERAL DYNAMICS | $2.30万 | 0.01% | 67 | 67 | — | $2.30万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2.31万 | 0.01% | 288 | 288 | — | $2.31万 | 新建仓 |
| RTX | RTX CORP | $2.33万 | 0.01% | 121 | 121 | — | $2.33万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS | $2.37万 | 0.01% | 53 | 53 | — | $2.37万 | 新建仓 |
| MET | METLIFE INC | $2.38万 | 0.01% | 337 | 337 | — | $2.38万 | 新建仓 |
| IDU | ISHARES U S | $2.40万 | 0.01% | 206 | 206 | — | $2.40万 | 新建仓 |
| SCHB | SCHWAB US | $2.42万 | 0.01% | 963 | 963 | — | $2.42万 | 新建仓 |
| NUE | NUCOR CORP | $2.44万 | 0.01% | 145 | 145 | — | $2.44万 | 新建仓 |
| RWR | STATE STREET | $2.45万 | 0.01% | 243 | 243 | — | $2.45万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $2.47万 | 0.01% | 107 | 107 | — | $2.47万 | 新建仓 |
| AOK | ISHARES CORE | $2.53万 | 0.01% | 635 | 635 | — | $2.53万 | 新建仓 |
| VTWO | VANGUARD RUSSELL | $2.54万 | 0.01% | 254 | 254 | — | $2.54万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $2.55万 | 0.01% | 666 | 666 | — | $2.55万 | 新建仓 |
| TECK | TECK RESOURCES | $2.60万 | 0.01% | 502 | 502 | — | $2.60万 | 新建仓 |
| — | ISHARES MORNINGSTAR | $2.60万 | 0.01% | 400 | 400 | — | $2.60万 | 新建仓 |
| WEC | WEC ENERGY | $2.63万 | 0.01% | 227 | 227 | — | $2.63万 | 新建仓 |
| IYR | ISHARES U S | $2.65万 | 0.01% | 280 | 280 | — | $2.65万 | 新建仓 |
| HEFA | ISHARES CURRENCY | $2.66万 | 0.01% | 626 | 626 | — | $2.66万 | 新建仓 |
| IREN | IREN LTD | $2.69万 | 0.01% | 785 | 785 | — | $2.69万 | 新建仓 |
| EPR | EPR PROPERTIES | $2.72万 | 0.01% | 544 | 544 | — | $2.72万 | 新建仓 |
| INTL | NORTHERN LTS FD TR IV | $2.74万 | 0.01% | 967 | 967 | — | $2.74万 | 新建仓 |
| EQIX | EQUINIX INC | $2.74万 | 0.01% | 28 | 28 | — | $2.74万 | 新建仓 |
| IVVW | ISHARES TR | $2.75万 | 0.01% | 629 | 629 | — | $2.75万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $2.75万 | 0.01% | 98 | 98 | — | $2.75万 | 新建仓 |
| FE | FIRSTENERGY CORP | $2.77万 | 0.01% | 546 | 546 | — | $2.77万 | 新建仓 |
| NLY | ANNALY CAPITAL | $2.81万 | 0.01% | 1,330 | 1,330 | — | $2.81万 | 新建仓 |
| SHW | SHERWIN WILLIAMS | $2.82万 | 0.01% | 88 | 88 | — | $2.82万 | 新建仓 |
| FAST | FASTENAL CO | $2.85万 | 0.01% | 614 | 614 | — | $2.85万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.86万 | 0.01% | 1,118 | 1,118 | — | $2.86万 | 新建仓 |
| NOC | NORTHROP GRUMMAN | $2.88万 | 0.01% | 42 | 42 | — | $2.88万 | 新建仓 |
| DASH | DOORDASH INC | $2.93万 | 0.01% | 195 | 195 | — | $2.93万 | 新建仓 |
| VONV | VANGUARD RUSSELL | $2.95万 | 0.01% | 315 | 315 | — | $2.95万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $2.98万 | 0.01% | 290 | 290 | — | $2.98万 | 新建仓 |
| AVEM | AVANTIS EMERGING | $2.99万 | 0.01% | 371 | 371 | — | $2.99万 | 新建仓 |
| EFA | ISHARES MSCI | $3.06万 | 0.01% | 315 | 315 | — | $3.06万 | 新建仓 |
| AEE | AMEREN CORP | $3.07万 | 0.01% | 279 | 279 | — | $3.07万 | 新建仓 |
| TT | TRANE TECHNOLOGIES | $3.08万 | 0.01% | 74 | 74 | — | $3.08万 | 新建仓 |
| SPSB | STATE STREET | $3.10万 | 0.01% | 1,030 | 1,030 | — | $3.10万 | 新建仓 |
| FNF | FIDELITY NATIONAL | $3.10万 | 0.01% | 669 | 669 | — | $3.10万 | 新建仓 |
| ULST | STATE STREET | $3.12万 | 0.01% | 771 | 771 | — | $3.12万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN | $3.15万 | 0.01% | 984 | 984 | — | $3.15万 | 新建仓 |
| DIA | STATE STREET | $3.16万 | 0.01% | 68 | 68 | — | $3.16万 | 新建仓 |
| BBIN | JPMORGAN BETABUILDERS | $3.17万 | 0.01% | 433 | 433 | — | $3.17万 | 新建仓 |
| SCHO | SCHWAB SHORT | $3.17万 | 0.01% | 1,308 | 1,308 | — | $3.17万 | 新建仓 |
| CIFR | CIPHER DIGITAL | $3.19万 | 0.01% | 2,477 | 2,477 | — | $3.19万 | 新建仓 |
| XLV | STATE STREET | $3.27万 | 0.01% | 223 | 223 | — | $3.27万 | 新建仓 |
| PEN | PENUMBRA INC | $3.28万 | 0.01% | 100 | 100 | — | $3.28万 | 新建仓 |
| PEP | PEPSICO INC | $3.32万 | 0.01% | 214 | 214 | — | $3.32万 | 新建仓 |
| TSCO | TRACTOR SUPPLY | $3.38万 | 0.01% | 746 | 746 | — | $3.38万 | 新建仓 |
| ILCG | ISHARES MORNINGSTAR | $3.39万 | 0.01% | 355 | 355 | — | $3.39万 | 新建仓 |
| DFUV | DIMENSIONAL US | $3.49万 | 0.01% | 719 | 719 | — | $3.49万 | 新建仓 |
| ISPY | PROSHARES S&P | $3.54万 | 0.01% | 816 | 816 | — | $3.54万 | 新建仓 |
| REM | ISHARES MORTGAGE | $3.56万 | 0.01% | 1,658 | 1,658 | — | $3.56万 | 新建仓 |
| MRK | MERCK &CO INC | $3.56万 | 0.01% | 296 | 296 | — | $3.56万 | 新建仓 |
| HR | HEALTHCARE REALTY | $3.62万 | 0.01% | 2,131 | 2,131 | — | $3.62万 | 新建仓 |
| ORCL | ORACLE CORP | $3.63万 | 0.01% | 247 | 247 | — | $3.63万 | 新建仓 |
| IWR | ISHARES RUSSELL | $3.66万 | 0.01% | 377 | 377 | — | $3.66万 | 新建仓 |
| — | GLOBAL X | $3.67万 | 0.01% | 4,129 | 4,129 | — | $3.67万 | 新建仓 |
| IWC | ISHARES MICROCAP | $3.72万 | 0.01% | 233 | 233 | — | $3.72万 | 新建仓 |
| WM | WASTE MANAGEMENT | $3.77万 | 0.01% | 164 | 164 | — | $3.77万 | 新建仓 |
| TJX | TJX COS | $3.82万 | 0.01% | 239 | 239 | — | $3.82万 | 新建仓 |
| — | HONEYWELL INTL | $3.83万 | 0.01% | 169 | 169 | — | $3.83万 | 新建仓 |
| MA | MASTERCARD INC | $3.85万 | 0.01% | 77 | 77 | — | $3.85万 | 新建仓 |
| PFF | ISHARES PFD | $3.87万 | 0.01% | 1,276 | 1,276 | — | $3.87万 | 新建仓 |
| PFE | PFIZER INC | $3.89万 | 0.01% | 1,384 | 1,384 | — | $3.89万 | 新建仓 |
| PM | PHILIP MORRIS | $3.96万 | 0.01% | 240 | 240 | — | $3.96万 | 新建仓 |
| JGRO | JPMORGAN ACTIVE | $3.98万 | 0.01% | 470 | 470 | — | $3.98万 | 新建仓 |