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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $6,469 | 0.00% | 122 | 92 | 306.7% | $4,878 | 加仓 |
| ADBE | ADOBE INC | $6,470 | 0.00% | 27 | 8 | 42.1% | $1,917 | 加仓 |
| QXO | QXO Inc | $6,512 | 0.00% | 486 | 486 | — | $6,512 | 新建仓 |
| CI | Cigna Group/The | $6,522 | 0.00% | 22 | 17 | 340.0% | $5,040 | 加仓 |
| HPQ | HP INC | $6,523 | 0.00% | 241 | 197 | 447.7% | $5,332 | 加仓 |
| GPN | Global Payments Inc | $6,532 | 0.00% | 74 | 74 | — | $6,532 | 新建仓 |
| LFUS | Littelfuse Inc | $6,568 | 0.00% | 16 | 16 | — | $6,568 | 新建仓 |
| IEI | ISHARES 3-7YR | $6,578 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR | $6,598 | 0.00% | 37 | 15 | 68.2% | $2,675 | 加仓 |
| BUSE | First Busey Corp | $6,634 | 0.00% | 216 | 216 | — | $6,634 | 新建仓 |
| NTRS | NORTHERN TRUST | $6,637 | 0.00% | 38 | 8 | 26.7% | $1,397 | 加仓 |
| AIRR | FIRST TRUST | $6,663 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AJG | Arthur J Gallagher & Co | $6,723 | 0.00% | 25 | 20 | 400.0% | $5,378 | 加仓 |
| IP | International Paper Co | $6,822 | 0.00% | 160 | 160 | — | $6,822 | 新建仓 |
| VMI | Valmont Industries Inc | $6,844 | 0.00% | 15 | 15 | — | $6,844 | 新建仓 |
| ALNY | Alnylam Pharmaceuticals Inc | $6,879 | 0.00% | 24 | 24 | — | $6,879 | 新建仓 |
| ROK | Rockwell Automation Inc | $6,891 | 0.00% | 15 | 6 | 66.7% | $2,756 | 加仓 |
| SDVY | FIRST TRUST | $6,902 | 0.00% | 160 | -40 | -20.0% | -$1,726 | 减仓 |
| MTCH | MATCH GROUP | $6,948 | 0.00% | 177 | 157 | 785.0% | $6,163 | 加仓 |
| CDW | CDW CORP | $6,992 | 0.00% | 50 | -1 | -2.0% | -$140 | 减仓 |
| DVN | DEVON ENERGY | $7,249 | 0.00% | 166 | 161 | 3,220.0% | $7,031 | 加仓 |
| CPAY | Corpay Inc Com | $7,391 | 0.00% | 22 | 8 | 57.1% | $2,688 | 加仓 |
| TGT | Target Corp | $7,496 | 0.00% | 54 | 19 | 54.3% | $2,637 | 加仓 |
| MKSI | MKS INC | $7,562 | 0.00% | 17 | 17 | — | $7,562 | 新建仓 |
| BDX | BECTON DICKINSON | $7,567 | 0.00% | 50 | -8 | -13.8% | -$1,211 | 减仓 |
| TWLO | TWILIO INC | $7,588 | 0.00% | 38 | 14 | 58.3% | $2,796 | 加仓 |
| AWK | American Water Works Co Inc | $7,595 | 0.00% | 55 | 53 | 2,650.0% | $7,319 | 加仓 |
| RS | RELIANCE INC | $7,609 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAPITAL | $7,649 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| DDOG | Datadog Inc | $7,662 | 0.00% | 29 | 22 | 314.3% | $5,813 | 加仓 |
| LMAT | LeMaitre Vascular Inc | $7,664 | 0.00% | 74 | 74 | — | $7,664 | 新建仓 |
| DOW | Dow Inc | $7,720 | 0.00% | 281 | -59 | -17.4% | -$1,621 | 减仓 |
| XLP | STATE STREET | $7,726 | 0.00% | 93 | -45 | -32.6% | -$3,738 | 减仓 |
| FCX | FREEPORT MCMORAN | $7,773 | 0.00% | 124 | -11 | -8.1% | -$690 | 减仓 |
| AAON | AAON INC | $7,866 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PSMT | PriceSmart Inc | $7,895 | 0.00% | 41 | 41 | — | $7,895 | 新建仓 |
| SRE | Sempra Energy | $7,988 | 0.00% | 88 | 8 | 10.0% | $726 | 加仓 |
| PFXF | VANECK PFD | $8,046 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI NV | $8,216 | 0.00% | 22 | 10 | 83.3% | $3,735 | 加仓 |
| IEX | IDEX CORP | $8,253 | 0.00% | 36 | 17 | 89.5% | $3,897 | 加仓 |
| DASH | DoorDash Inc | $8,322 | 0.00% | 43 | -152 | -77.9% | -$2.94万 | 减仓 |
| VRSK | VERISK ANALYTICS | $8,459 | 0.00% | 46 | 10 | 27.8% | $1,839 | 加仓 |
| DFAE | DIMENSIONAL EMERGING | $8,473 | 0.00% | 211 | 1 | 0.5% | $40 | 加仓 |
| AMRZ | Amrize Ltd | $8,507 | 0.00% | 172 | 172 | — | $8,507 | 新建仓 |
| FPE | FIRST TRUST | $8,547 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $8,553 | 0.00% | 48 | 48 | — | $8,553 | 新建仓 |
| RDIV | INVESCO S&P | $8,700 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PGR | Progressive Corp/The | $8,800 | 0.00% | 40 | -7 | -14.9% | -$1,540 | 减仓 |
| APD | AIR PRODUCTS | $8,810 | 0.00% | 30 | 11 | 57.9% | $3,230 | 加仓 |
| LNT | ALLIANT ENERGY | $8,880 | 0.00% | 120 | 57 | 90.5% | $4,218 | 加仓 |
| HOMB | Home BancShares Inc/AR | $8,926 | 0.00% | 284 | 284 | — | $8,926 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES | $8,965 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc | $9,042 | 0.00% | 70 | 70 | — | $9,042 | 新建仓 |
| IDXX | IDEXX Laboratories Inc | $9,116 | 0.00% | 16 | 11 | 220.0% | $6,267 | 加仓 |
| SNDK | Sandisk Corp | $9,143 | 0.00% | 9 | 5 | 125.0% | $5,079 | 加仓 |
| KMI | KINDER MORGAN | $9,230 | 0.00% | 289 | 25 | 9.5% | $798 | 加仓 |
| PICK | ISHARES MSCI | $9,304 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SW | Smurfit Westrock PLC | $9,314 | 0.00% | 193 | 193 | — | $9,314 | 新建仓 |
| AON | AON PLC | $9,352 | 0.00% | 26 | 15 | 136.4% | $5,395 | 加仓 |
| HHH | Howard Hughes Holdings Inc | $9,388 | 0.00% | 142 | 142 | — | $9,388 | 新建仓 |
| AZO | AutoZone Inc | $9,427 | 0.00% | 3 | 3 | — | $9,427 | 新建仓 |
| SNY | Sanofi SA | $9,463 | 0.00% | 211 | 211 | — | $9,463 | 新建仓 |
| HSY | Hershey Co/The | $9,477 | 0.00% | 53 | 25 | 89.3% | $4,470 | 加仓 |
| CP | Canadian Pacific Kansas City Ltd | $9,494 | 0.00% | 104 | 104 | — | $9,494 | 新建仓 |
| DB | Deutsche Bank AG | $9,541 | 0.00% | 269 | 269 | — | $9,541 | 新建仓 |
| NGG | National Grid PLC | $9,544 | 0.00% | 121 | 121 | — | $9,544 | 新建仓 |
| J | JACOBS SOLUTIONS | $9,622 | 0.00% | 74 | 24 | 48.0% | $3,121 | 加仓 |
| PUK | Prudential PLC | $9,653 | 0.00% | 330 | 330 | — | $9,653 | 新建仓 |
| DD | DUPONT DE | $9,716 | 0.00% | 71 | -43 | -37.7% | -$5,884 | 减仓 |
| D | DOMINION ENERGY | $9,900 | 0.00% | 145 | 16 | 12.4% | $1,092 | 加仓 |
| PAYX | PAYCHEX INC | $1.01万 | 0.00% | 94 | 28 | 42.4% | $2,994 | 加仓 |
| NKE | NIKE INC | $1.02万 | 0.00% | 239 | 169 | 241.4% | $7,181 | 加仓 |
| ZM | Zoom Communications Inc | $1.02万 | 0.00% | 110 | 110 | — | $1.02万 | 新建仓 |
| VDE | VANGUARD ENERGY | $1.02万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ICE | Intercontinental Exchange Inc | $1.03万 | 0.00% | 67 | 49 | 272.2% | $7,559 | 加仓 |
| SNN | Smith & Nephew PLC | $1.05万 | 0.00% | 320 | 320 | — | $1.05万 | 新建仓 |
| JCI | Johnson Controls International plc | $1.05万 | 0.00% | 75 | 66 | 733.3% | $9,202 | 加仓 |
| BMY | Bristol-Myers Squibb Co | $1.05万 | 0.00% | 166 | 71 | 74.7% | $4,480 | 加仓 |
| MOS | MOSAIC COMPANY | $1.05万 | 0.00% | 495 | -10 | -2.0% | -$212 | 减仓 |
| WCC | WESCO International Inc | $1.05万 | 0.00% | 34 | 34 | — | $1.05万 | 新建仓 |
| MCK | MCKESSON CORP | $1.06万 | 0.00% | 13 | 2 | 18.2% | $1,634 | 加仓 |
| FERG | FERGUSON ENTERPRISES | $1.06万 | 0.00% | 45 | 3 | 7.1% | $710 | 加仓 |
| TECB | ISHARES US | $1.08万 | 0.00% | 150 | 150 | — | $1.08万 | 新建仓 |
| GIS | GENERAL MILLS | $1.09万 | 0.00% | 312 | 53 | 20.5% | $1,846 | 加仓 |
| MTD | METTLER TOLEDO INTL INC | $1.10万 | 0.00% | 8 | 6 | 300.0% | $8,247 | 加仓 |
| EXC | Exelon Corp | $1.11万 | 0.00% | 235 | 218 | 1,282.4% | $1.03万 | 加仓 |
| DEO | Diageo PLC | $1.11万 | 0.00% | 124 | 124 | — | $1.11万 | 新建仓 |
| THG | Hanover Insurance Group Inc/The | $1.12万 | 0.00% | 48 | 48 | — | $1.12万 | 新建仓 |
| ODFL | OLD DOMINION | $1.12万 | 0.00% | 51 | 33 | 183.3% | $7,248 | 加仓 |
| BIIB | BIOGEN INC | $1.12万 | 0.00% | 52 | 1 | 2.0% | $216 | 加仓 |
| RSPT | INVESCO S&P | $1.13万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| AME | Ametek INC | $1.13万 | 0.00% | 48 | 17 | 54.8% | $3,999 | 加仓 |
| O | Realty Income Corp | $1.13万 | 0.00% | 179 | 50 | 38.8% | $3,157 | 加仓 |
| PLD | PROLOGIS INC | $1.14万 | 0.00% | 83 | -6 | -6.7% | -$822 | 减仓 |
| SE | Sea Ltd | $1.14万 | 0.00% | 105 | 105 | — | $1.14万 | 新建仓 |
| CWK | Cushman & Wakefield Ltd | $1.14万 | 0.00% | 843 | 843 | — | $1.14万 | 新建仓 |
| AMP | AMERIPRISE FINANCIAL | $1.15万 | 0.00% | 25 | -5 | -16.7% | -$2,294 | 减仓 |
| CMCSA | COMCAST CORP | $1.15万 | 0.00% | 467 | 195 | 71.7% | $4,794 | 加仓 |
| ILMN | Illumina Inc | $1.15万 | 0.00% | 59 | 59 | — | $1.15万 | 新建仓 |
| MCO | MOODYS CORP | $1.17万 | 0.00% | 25 | 10 | 66.7% | $4,675 | 加仓 |