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 |
|---|---|---|---|---|---|---|---|---|
| ECL | Ecolab Inc | $1.19万 | 0.00% | 42 | 24 | 133.3% | $6,774 | 加仓 |
| IDLV | Invesco S&P International Developed Low Volatility ETF | $1.19万 | 0.00% | 338 | 138 | 69.0% | $4,850 | 加仓 |
| HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | $1.21万 | 0.00% | 356 | 356 | — | $1.21万 | 新建仓 |
| LNG | Cheniere Energy Inc | $1.22万 | 0.00% | 47 | 47 | — | $1.22万 | 新建仓 |
| ENSG | Ensign Group Inc/The | $1.22万 | 0.00% | 67 | 67 | — | $1.22万 | 新建仓 |
| DTCR | GLOBAL X | $1.23万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| APP | AppLovin Corp | $1.24万 | 0.00% | 31 | 26 | 520.0% | $1.04万 | 加仓 |
| NDAQ | NASDAQ INC | $1.24万 | 0.00% | 141 | 65 | 85.5% | $5,717 | 加仓 |
| RUSHB | Rush Enterprises Inc | $1.26万 | 0.00% | 159 | 159 | — | $1.26万 | 新建仓 |
| PHG | Koninklijke Philips NV | $1.27万 | 0.00% | 486 | 486 | — | $1.27万 | 新建仓 |
| VOLT | TEMA ELECTRIFICATION | $1.27万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE | $1.28万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Inc | $1.28万 | 0.00% | 39 | 31 | 387.5% | $1.02万 | 加仓 |
| SMFG | Sumitomo Mitsui Financial Group Inc | $1.29万 | 0.00% | 516 | 516 | — | $1.29万 | 新建仓 |
| NZF | NUVEEN MUNICIPAL | $1.32万 | 0.00% | 1,038 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X | $1.32万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| NET | Cloudflare Inc | $1.32万 | 0.00% | 49 | 49 | — | $1.32万 | 新建仓 |
| MDT | Medtronic PLC | $1.33万 | 0.00% | 152 | 132 | 660.0% | $1.16万 | 加仓 |
| CMI | Cummins Inc | $1.33万 | 0.00% | 22 | 14 | 175.0% | $8,484 | 加仓 |
| BC | Brunswick Corp/DE | $1.34万 | 0.00% | 167 | 167 | — | $1.34万 | 新建仓 |
| TNL | TRAVEL LEISURE | $1.35万 | 0.00% | 175 | 75 | 75.0% | $5,773 | 加仓 |
| — | GLOBAL X | $1.36万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| WELL | Welltower Inc | $1.37万 | 0.00% | 57 | 43 | 307.1% | $1.04万 | 加仓 |
| NBIS | Nebius Group NV | $1.38万 | 0.00% | 93 | 93 | — | $1.38万 | 新建仓 |
| AVRE | AVANTIS REAL | $1.39万 | 0.00% | 293 | 3 | 1.0% | $142 | 加仓 |
| DG | Dollar General Corp | $1.40万 | 0.00% | 109 | 104 | 2,080.0% | $1.34万 | 加仓 |
| RWJ | INVESCO S&P | $1.43万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES U S | $1.44万 | 0.00% | 198 | 1 | 0.5% | $73 | 加仓 |
| SNPS | Synopsys Inc | $1.46万 | 0.00% | 39 | 37 | 1,850.0% | $1.38万 | 加仓 |
| HOOD | Robinhood Markets Inc | $1.48万 | 0.00% | 156 | 138 | 766.7% | $1.31万 | 加仓 |
| NWG | NatWest Group PLC | $1.48万 | 0.00% | 844 | 844 | — | $1.48万 | 新建仓 |
| XSOE | WISDOMTREE EMERGING | $1.49万 | 0.00% | 302 | 2 | 0.7% | $98 | 加仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $1.49万 | 0.00% | 150 | 37 | 32.7% | $3,665 | 加仓 |
| LGIH | LGI Homes Inc | $1.49万 | 0.00% | 256 | 256 | — | $1.49万 | 新建仓 |
| GFI | GOLD FIELDS | $1.49万 | 0.00% | 443 | 179 | 67.8% | $6,013 | 加仓 |
| DAL | Delta Air Lines Inc | $1.49万 | 0.00% | 173 | 164 | 1,822.2% | $1.41万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES | $1.49万 | 0.00% | 3,233 | 0 | 0.0% | — | 不变 |
| SNOW | Snowflake Inc | $1.50万 | 0.00% | 53 | 53 | — | $1.50万 | 新建仓 |
| PSX | Phillips 66 | $1.51万 | 0.00% | 73 | 64 | 711.1% | $1.32万 | 加仓 |
| HUM | Humana Inc | $1.51万 | 0.00% | 41 | 32 | 355.6% | $1.18万 | 加仓 |
| ING | ING Groep NV | $1.51万 | 0.00% | 466 | 466 | — | $1.51万 | 新建仓 |
| SPOT | Spotify Technology SA | $1.52万 | 0.00% | 29 | 29 | — | $1.52万 | 新建仓 |
| AIT | APPLIED INDUSTRIAL TECH | $1.54万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD EXTENDED | $1.54万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $1.54万 | 0.00% | 429 | 341 | 387.5% | $1.23万 | 加仓 |
| SNA | SNAP ON | $1.56万 | 0.00% | 39 | -1 | -2.5% | -$401 | 减仓 |
| SCHM | SCHWAB US | $1.57万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN | $1.57万 | 0.00% | 279 | 2 | 0.7% | $113 | 加仓 |
| ES | EVERSOURCE ENERGY | $1.58万 | 0.00% | 213 | 145 | 213.2% | $1.07万 | 加仓 |
| FXZ | FIRST TRUST | $1.59万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $1.59万 | 0.00% | 185 | 84 | 83.2% | $7,240 | 加仓 |
| VTR | VENTAS INC | $1.62万 | 0.00% | 182 | -3 | -1.6% | -$266 | 减仓 |
| Q | QNITY ELECTRONICS | $1.63万 | 0.00% | 122 | 71 | 139.2% | $9,458 | 加仓 |
| OC | OWENS CORNING | $1.65万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER | $1.66万 | 0.00% | 97 | 46 | 90.2% | $7,852 | 加仓 |
| EXPE | EXPEDIA GROUP | $1.66万 | 0.00% | 65 | -42 | -39.3% | -$1.07万 | 减仓 |
| ARTY | ISHARES FUTURE | $1.71万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| FTNT | Fortinet Inc | $1.73万 | 0.00% | 113 | 52 | 85.2% | $7,977 | 加仓 |
| A | AGILENT TECHNOLOGIES | $1.74万 | 0.00% | 129 | -49 | -27.5% | -$6,601 | 减仓 |
| IXN | ISHARES GLOBAL | $1.75万 | 0.00% | 121 | -300 | -71.3% | -$4.33万 | 减仓 |
| UVSP | Univest Financial Corp | $1.77万 | 0.00% | 397 | 397 | — | $1.77万 | 新建仓 |
| VSS | VANGUARD FTSE | $1.79万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL | $1.79万 | 0.00% | 163 | 161 | 8,050.0% | $1.77万 | 加仓 |
| URI | United Rentals Inc | $1.79万 | 0.00% | 17 | 16 | 1,600.0% | $1.69万 | 加仓 |
| SYF | Synchrony Financial | $1.80万 | 0.00% | 240 | 240 | — | $1.80万 | 新建仓 |
| DHR | Danaher Corp | $1.81万 | 0.00% | 93 | 47 | 102.2% | $9,126 | 加仓 |
| BNY | Bank of New York Mellon Corp/The | $1.85万 | 0.00% | 121 | 82 | 210.3% | $1.25万 | 加仓 |
| XLV | STATE STREET | $1.85万 | 0.00% | 116 | -107 | -48.0% | -$1.70万 | 减仓 |
| SHEL | Shell PLC | $1.86万 | 0.00% | 231 | 61 | 35.9% | $4,904 | 加仓 |
| AIQ | GLOBAL X | $1.86万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL | $1.87万 | 0.00% | 416 | -4 | -1.0% | -$179 | 减仓 |
| — | INNOVATOR S&P | $1.87万 | 0.00% | 1,135 | 17 | 1.5% | $280 | 加仓 |
| NVO | NOVO NORDISK | $1.89万 | 0.00% | 371 | 331 | 827.5% | $1.68万 | 加仓 |
| STAG | STAG INDUSTRIAL | $1.89万 | 0.00% | 494 | 112 | 29.3% | $4,284 | 加仓 |
| JAVA | JPMORGAN ACTIVE | $1.89万 | 0.00% | 239 | 51 | 27.1% | $4,042 | 加仓 |
| NXPI | NXP SEMICONDUCTORS | $1.90万 | 0.00% | 76 | 43 | 130.3% | $1.07万 | 加仓 |
| — | WARNER BROS | $1.91万 | 0.00% | 743 | 617 | 489.7% | $1.59万 | 加仓 |
| CRWD | Crowdstrike Holdings Inc | $1.92万 | 0.00% | 107 | 100 | 1,428.6% | $1.79万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE | $1.92万 | 0.00% | 211 | 117 | 124.5% | $1.07万 | 加仓 |
| LFST | LifeStance Health Group Inc | $1.93万 | 0.00% | 1,773 | 1,773 | — | $1.93万 | 新建仓 |
| SPGI | S&P Global Inc | $1.93万 | 0.00% | 46 | 15 | 48.4% | $6,294 | 加仓 |
| USFR | WISDOMTREE FLOATING | $1.95万 | 0.00% | 388 | 2 | 0.5% | $101 | 加仓 |
| — | Dimensional US High Profitability ETF | $1.96万 | 0.00% | 480 | 480 | — | $1.96万 | 新建仓 |
| SCI | Service Corp International/US | $1.98万 | 0.00% | 239 | 193 | 419.6% | $1.60万 | 加仓 |
| TLT | ISHARES 20 | $2.00万 | 0.00% | 231 | 2 | 0.9% | $173 | 加仓 |
| CNO | CNO FINANCIAL | $2.00万 | 0.00% | 388 | 125 | 47.5% | $6,452 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY | $2.01万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health Corp | $2.03万 | 0.00% | 193 | 113 | 141.2% | $1.19万 | 加仓 |
| MCHP | Microchip Technology Inc | $2.03万 | 0.00% | 285 | 234 | 458.8% | $1.67万 | 加仓 |
| BCI | Aberdeen Standard Investments ETFS Bloomberg All Comdty Strgy K 1 Free ETF | $2.04万 | 0.00% | 847 | 847 | — | $2.04万 | 新建仓 |
| PODD | INSULET CORP | $2.04万 | 0.00% | 120 | 118 | 5,900.0% | $2.00万 | 加仓 |
| XME | STATE STREET | $2.04万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $2.06万 | 0.00% | 98 | 19 | 24.1% | $4,000 | 加仓 |
| DHS | WISDOMTREE U S | $2.07万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| BCS | Barclays PLC | $2.09万 | 0.01% | 801 | 801 | — | $2.09万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS | $2.10万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM AAA CLO ETF | $2.12万 | 0.01% | 413 | 413 | — | $2.12万 | 新建仓 |
| VOOG | VANGUARD S&P | $2.15万 | 0.01% | 260 | 2 | 0.8% | $165 | 加仓 |
| COWZ | PACER US | $2.15万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| JEMA | JPMORGAN ACTIVEBUILDERS | $2.15万 | 0.01% | 337 | 0 | 0.0% | — | 不变 |