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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $3.98万 | 0.01% | 902 | 902 | — | $3.98万 | 新建仓 |
| ROST | ROSS STORES | $4.00万 | 0.01% | 184 | 184 | — | $4.00万 | 新建仓 |
| EME | EMCOR GROUP INC | $4.00万 | 0.01% | 54 | 54 | — | $4.00万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $4.06万 | 0.01% | 1,458 | 1,458 | — | $4.06万 | 新建仓 |
| HCA | HCA HEALTHCARE | $4.07万 | 0.01% | 86 | 86 | — | $4.07万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $4.14万 | 0.01% | 571 | 571 | — | $4.14万 | 新建仓 |
| FCPT | FOUR CORNERS | $4.19万 | 0.01% | 1,770 | 1,770 | — | $4.19万 | 新建仓 |
| IXN | ISHARES GLOBAL | $4.21万 | 0.01% | 421 | 421 | — | $4.21万 | 新建仓 |
| SPMD | STATE STREET | $4.21万 | 0.01% | 711 | 711 | — | $4.21万 | 新建仓 |
| EMR | EMERSON ELECTRIC | $4.25万 | 0.01% | 324 | 324 | — | $4.25万 | 新建仓 |
| BLK | BLACKROCK INC | $4.25万 | 0.01% | 44 | 44 | — | $4.25万 | 新建仓 |
| SCHG | SCHWAB US | $4.28万 | 0.01% | 1,469 | 1,469 | — | $4.28万 | 新建仓 |
| HYG | ISHARES IBOXX | $4.40万 | 0.01% | 553 | 553 | — | $4.40万 | 新建仓 |
| SFM | SPROUTS FARMERS | $4.41万 | 0.01% | 572 | 572 | — | $4.41万 | 新建仓 |
| — | INVESCO S&P | $4.49万 | 0.01% | 755 | 755 | — | $4.49万 | 新建仓 |
| QQQM | INVESCO NASDAQ | $4.49万 | 0.01% | 189 | 189 | — | $4.49万 | 新建仓 |
| ITB | ISHARES U S | $4.53万 | 0.01% | 500 | 500 | — | $4.53万 | 新建仓 |
| SLB | SLB LTD | $4.56万 | 0.01% | 887 | 887 | — | $4.56万 | 新建仓 |
| DIAL | COLUMBIA DIVERSIFIED | $4.59万 | 0.02% | 2,538 | 2,538 | — | $4.59万 | 新建仓 |
| XMMO | INVESCO S&P | $4.60万 | 0.02% | 317 | 317 | — | $4.60万 | 新建仓 |
| CSCO | CISCO SYS INC | $4.61万 | 0.02% | 594 | 594 | — | $4.61万 | 新建仓 |
| IMCB | ISHARES MORNINGSTAR | $4.64万 | 0.02% | 556 | 556 | — | $4.64万 | 新建仓 |
| PRF | INVESCO FTSE | $4.71万 | 0.02% | 990 | 990 | — | $4.71万 | 新建仓 |
| OTIS | OTIS WORLDWIDE | $4.77万 | 0.02% | 619 | 619 | — | $4.77万 | 新建仓 |
| MDY | SPDR S&P | $4.78万 | 0.02% | 77 | 77 | — | $4.78万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4.78万 | 0.02% | 172 | 172 | — | $4.78万 | 新建仓 |
| USRT | ISHARES CORE | $4.78万 | 0.02% | 808 | 808 | — | $4.78万 | 新建仓 |
| RSP | INVESCO S&P | $4.84万 | 0.02% | 252 | 252 | — | $4.84万 | 新建仓 |
| IJJ | ISHARES S&P | $4.86万 | 0.02% | 367 | 367 | — | $4.86万 | 新建仓 |
| TRP | TC ENERGY | $4.88万 | 0.02% | 780 | 780 | — | $4.88万 | 新建仓 |
| FFIV | F5 INC | $4.95万 | 0.02% | 171 | 171 | — | $4.95万 | 新建仓 |
| AMGN | AMGEN INC | $5.21万 | 0.02% | 148 | 148 | — | $5.21万 | 新建仓 |
| DON | WISDOMTREE U S | $5.25万 | 0.02% | 1,000 | 1,000 | — | $5.25万 | 新建仓 |
| IWD | ISHARES RUSSELL | $5.26万 | 0.02% | 246 | 246 | — | $5.26万 | 新建仓 |
| BAC | BANK AMERICA CORP | $5.27万 | 0.02% | 1,080 | 1,080 | — | $5.27万 | 新建仓 |
| FJP | FIRST TRUST | $5.32万 | 0.02% | 733 | 733 | — | $5.32万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $5.32万 | 0.02% | 257 | 257 | — | $5.32万 | 新建仓 |
| FEM | FIRST TRUST | $5.43万 | 0.02% | 1,812 | 1,812 | — | $5.43万 | 新建仓 |
| FBT | FIRST TRUST | $5.48万 | 0.02% | 273 | 273 | — | $5.48万 | 新建仓 |
| FTXO | FIRST TRUST | $5.55万 | 0.02% | 1,534 | 1,534 | — | $5.55万 | 新建仓 |
| NEM | NEWMONT CORP | $5.57万 | 0.02% | 514 | 514 | — | $5.57万 | 新建仓 |
| XLB | STATE STREET | $5.58万 | 0.02% | 1,117 | 1,117 | — | $5.58万 | 新建仓 |
| LRCX | LAM RESEARCH | $5.59万 | 0.02% | 261 | 261 | — | $5.59万 | 新建仓 |
| DGRO | ISHARES CORE | $5.68万 | 0.02% | 809 | 809 | — | $5.68万 | 新建仓 |
| VDC | VANGUARD CONSUMER | $5.73万 | 0.02% | 255 | 255 | — | $5.73万 | 新建仓 |
| TMUS | T-MOBILE US INC | $5.73万 | 0.02% | 273 | 273 | — | $5.73万 | 新建仓 |
| NOW | SERVICENOW INC | $5.76万 | 0.02% | 551 | 551 | — | $5.76万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $5.80万 | 0.02% | 334 | 334 | — | $5.80万 | 新建仓 |
| HDB | HDFC BANK | $5.81万 | 0.02% | 2,336 | 2,336 | — | $5.81万 | 新建仓 |
| XLY | STATE STREET | $5.91万 | 0.02% | 542 | 542 | — | $5.91万 | 新建仓 |
| FYX | FIRST TRUST | $5.97万 | 0.02% | 500 | 500 | — | $5.97万 | 新建仓 |
| DJD | INVESCO DOW | $5.97万 | 0.02% | 1,000 | 1,000 | — | $5.97万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $5.98万 | 0.02% | 457 | 457 | — | $5.98万 | 新建仓 |
| CWI | STATE STREET | $6.10万 | 0.02% | 1,668 | 1,668 | — | $6.10万 | 新建仓 |
| HLT | HILTON WORLDWIDE | $6.17万 | 0.02% | 203 | 203 | — | $6.17万 | 新建仓 |
| IXC | ISHARES GLOBAL | $6.18万 | 0.02% | 1,073 | 1,073 | — | $6.18万 | 新建仓 |
| DVY | ISHARES SELECT | $6.20万 | 0.02% | 410 | 410 | — | $6.20万 | 新建仓 |
| VWO | VANGUARD FSTE | $6.23万 | 0.02% | 1,153 | 1,153 | — | $6.23万 | 新建仓 |
| TMO | THERMO FISHER | $6.29万 | 0.02% | 128 | 128 | — | $6.29万 | 新建仓 |
| FDN | FIRST TRUST | $6.39万 | 0.02% | 273 | 273 | — | $6.39万 | 新建仓 |
| CGCP | CAPITAL GROUP | $6.41万 | 0.02% | 2,871 | 2,871 | — | $6.41万 | 新建仓 |
| VGT | VANGUARD INFORMATION | $6.42万 | 0.02% | 92 | 92 | — | $6.42万 | 新建仓 |
| — | INVESCO GALAXY | $6.49万 | 0.02% | 962 | 962 | — | $6.49万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6.56万 | 0.02% | 306 | 306 | — | $6.56万 | 新建仓 |
| PANW | PALO ALTO | $6.62万 | 0.02% | 413 | 413 | — | $6.62万 | 新建仓 |
| BKLN | INVESCO SENIOR | $6.68万 | 0.02% | 3,271 | 3,271 | — | $6.68万 | 新建仓 |
| XLI | STATE STREET | $6.71万 | 0.02% | 415 | 415 | — | $6.71万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6.78万 | 0.02% | 68 | 68 | — | $6.78万 | 新建仓 |
| WMB | WILLIAMS COS | $6.91万 | 0.02% | 950 | 950 | — | $6.91万 | 新建仓 |
| HWM | HOWMET AEROSPACE | $6.96万 | 0.02% | 302 | 302 | — | $6.96万 | 新建仓 |
| QQEW | FIRST TRUST | $7.02万 | 0.02% | 553 | 553 | — | $7.02万 | 新建仓 |
| DFCF | DIMENSIONAL CORE | $7.07万 | 0.02% | 1,675 | 1,675 | — | $7.07万 | 新建仓 |
| SDY | STATE STREET | $7.13万 | 0.02% | 488 | 488 | — | $7.13万 | 新建仓 |
| EMXC | ISHARES MSCI | $7.22万 | 0.02% | 917 | 917 | — | $7.22万 | 新建仓 |
| T | AT&T INC | $7.25万 | 0.02% | 2,502 | 2,502 | — | $7.25万 | 新建仓 |
| DFAI | DIMENSIONAL INTL | $7.26万 | 0.02% | 1,864 | 1,864 | — | $7.26万 | 新建仓 |
| GILD | GILEAD SCIENCES | $7.37万 | 0.02% | 529 | 529 | — | $7.37万 | 新建仓 |
| SGDM | SPROTT GOLD | $7.38万 | 0.02% | 977 | 977 | — | $7.38万 | 新建仓 |
| SO | SOUTHERN COMPANY | $7.45万 | 0.02% | 772 | 772 | — | $7.45万 | 新建仓 |
| CGSD | CAPITAL GROUP | $7.48万 | 0.02% | 2,900 | 2,900 | — | $7.48万 | 新建仓 |
| IXUS | ISHARES CORE | $7.60万 | 0.02% | 877 | 877 | — | $7.60万 | 新建仓 |
| IMCG | ISHARES MORNINGSTAR | $7.72万 | 0.03% | 980 | 980 | — | $7.72万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $7.72万 | 0.03% | 429 | 429 | — | $7.72万 | 新建仓 |
| EEMV | ISHARES MSCI | $7.79万 | 0.03% | 1,203 | 1,203 | — | $7.79万 | 新建仓 |
| CSL | CARLISLE COMPANIES | $7.85万 | 0.03% | 235 | 235 | — | $7.85万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES | $7.93万 | 0.03% | 542 | 542 | — | $7.93万 | 新建仓 |
| SYY | SYSCO CORP | $7.96万 | 0.03% | 1,116 | 1,116 | — | $7.96万 | 新建仓 |
| FEP | FIRST TRUST | $7.99万 | 0.03% | 1,464 | 1,464 | — | $7.99万 | 新建仓 |
| XLE | STATE STREET | $8.00万 | 0.03% | 1,306 | 1,306 | — | $8.00万 | 新建仓 |
| SCHA | SCHWAB US | $8.05万 | 0.03% | 2,768 | 2,768 | — | $8.05万 | 新建仓 |
| FTLS | FIRST TRUST | $8.07万 | 0.03% | 1,148 | 1,148 | — | $8.07万 | 新建仓 |
| VYM | VANGUARD HIGH | $8.09万 | 0.03% | 546 | 546 | — | $8.09万 | 新建仓 |
| FAAR | FIRST TRUST | $8.14万 | 0.03% | 2,414 | 2,414 | — | $8.14万 | 新建仓 |
| SIL | GLOBAL X | $8.15万 | 0.03% | 905 | 905 | — | $8.15万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $8.19万 | 0.03% | 1,305 | 1,305 | — | $8.19万 | 新建仓 |
| LGOV | FIRST TRUST | $8.19万 | 0.03% | 3,797 | 3,797 | — | $8.19万 | 新建仓 |
| FDT | FIRST TRUST | $8.22万 | 0.03% | 946 | 946 | — | $8.22万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $8.28万 | 0.03% | 318 | 318 | — | $8.28万 | 新建仓 |
| CGUI | CAPITAL GROUP | $8.34万 | 0.03% | 3,300 | 3,300 | — | $8.34万 | 新建仓 |
| VEU | VANGUARD FTSE | $8.35万 | 0.03% | 1,112 | 1,112 | — | $8.35万 | 新建仓 |