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 |
|---|---|---|---|---|---|---|---|---|
| ABAT | AMERICAN BATTERY | $8.37万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES | $8.39万 | 0.03% | 1,167 | 1,167 | — | $8.39万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS | $8.48万 | 0.03% | 1,690 | 1,690 | — | $8.48万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $8.51万 | 0.03% | 693 | 693 | — | $8.51万 | 新建仓 |
| SCHW | SCHWAB CHARLES | $8.64万 | 0.03% | 920 | 920 | — | $8.64万 | 新建仓 |
| NRG | NRG ENERGY | $8.70万 | 0.03% | 595 | 595 | — | $8.70万 | 新建仓 |
| VMBS | VANGUARD MORTGAGE | $8.70万 | 0.03% | 1,854 | 1,854 | — | $8.70万 | 新建仓 |
| AOA | ISHARES CORE | $8.85万 | 0.03% | 1,000 | 1,000 | — | $8.85万 | 新建仓 |
| SPEM | STATE STREET | $8.90万 | 0.03% | 1,897 | 1,897 | — | $8.90万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $8.92万 | 0.03% | 264 | 264 | — | $8.92万 | 新建仓 |
| DFAU | DIMENSIONAL US | $9.02万 | 0.03% | 2,000 | 2,000 | — | $9.02万 | 新建仓 |
| FNDA | SCHWAB FUNDAMENTAL | $9.13万 | 0.03% | 2,815 | 2,815 | — | $9.13万 | 新建仓 |
| AFLG | FIRST TRUST | $9.31万 | 0.03% | 2,413 | 2,413 | — | $9.31万 | 新建仓 |
| — | ISHARES HIGH | $9.43万 | 0.03% | 3,198 | -4,049 | -55.9% | -$11.94万 | 减仓 |
| CGIC | CAPITAL GROUP | $9.93万 | 0.03% | 3,000 | 3,000 | — | $9.93万 | 新建仓 |
| MINT | PIMCO EHNANCED | $10.05万 | 0.03% | 999 | 999 | — | $10.05万 | 新建仓 |
| ITOT | ISHARES TR | $10.31万 | 0.03% | 724 | 724 | — | $10.31万 | 新建仓 |
| OKE | ONEOK INC | $10.37万 | 0.03% | 1,147 | 1,147 | — | $10.37万 | 新建仓 |
| FTGS | FIRST TRUST | $10.38万 | 0.03% | 3,048 | -3,967 | -56.6% | -$13.51万 | 重新持有 |
| TMAT | NORTHERN LTS FD TR IV | $10.50万 | 0.03% | 4,528 | 4,528 | — | $10.50万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR | $10.52万 | 0.03% | 311 | 311 | — | $10.52万 | 新建仓 |
| VGIT | VANGUARD INTERMEDIATE | $10.69万 | 0.03% | 1,795 | 1,795 | — | $10.69万 | 新建仓 |
| GLW | CORNING INC | $10.73万 | 0.04% | 789 | 789 | — | $10.73万 | 新建仓 |
| VBR | VANGUARD SMALL | $10.73万 | 0.04% | 494 | 494 | — | $10.73万 | 新建仓 |
| LOW | LOWES COMPANIES | $10.80万 | 0.04% | 457 | 457 | — | $10.80万 | 新建仓 |
| FSIG | FIRST TRUST | $10.95万 | 0.04% | 5,782 | 5,782 | — | $10.95万 | 新建仓 |
| FTA | FIRST TRUST | $10.98万 | 0.04% | 1,189 | 1,189 | — | $10.98万 | 新建仓 |
| GE | GE AEROSPACE | $11.32万 | 0.04% | 399 | 399 | — | $11.32万 | 新建仓 |
| FSK | FS KKR | $11.39万 | 0.04% | 11,189 | 0 | 0.0% | — | 不变 |
| BUYW | NORTHERN LTS FD TR IV | $11.39万 | 0.04% | 8,091 | 8,091 | — | $11.39万 | 新建仓 |
| CARR | CARRIER GLOBAL | $11.40万 | 0.04% | 2,025 | 2,025 | — | $11.40万 | 新建仓 |
| BTI | BRITISH AMERN | $11.73万 | 0.04% | 2,006 | 2,006 | — | $11.73万 | 新建仓 |
| AFL | AFLAC INC | $11.77万 | 0.04% | 1,073 | 1,073 | — | $11.77万 | 新建仓 |
| SPBO | STATE STREET | $11.79万 | 0.04% | 4,060 | 4,060 | — | $11.79万 | 新建仓 |
| IYW | ISHARES TECHNOLOGY | $11.91万 | 0.04% | 656 | 656 | — | $11.91万 | 新建仓 |
| MLRG | ISHARES MORNINGSTAR | $12.88万 | 0.04% | 1,433 | 1,433 | — | $12.88万 | 新建仓 |
| MO | ALTRIA GROUP | $12.97万 | 0.04% | 1,965 | 1,965 | — | $12.97万 | 新建仓 |
| — | EXXON MOBIL | $12.98万 | 0.04% | 765 | 765 | — | $12.98万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $13.55万 | 0.04% | 666 | 666 | — | $13.55万 | 新建仓 |
| NTSX | WISDOMTREE U S | $13.66万 | 0.04% | 2,619 | 2,619 | — | $13.66万 | 新建仓 |
| KO | COCA COLA CO | $14.00万 | 0.05% | 1,841 | 1,841 | — | $14.00万 | 新建仓 |
| VO | VANGUARD MID | $14.30万 | 0.05% | 498 | 498 | — | $14.30万 | 新建仓 |
| IJK | ISHARES S&P | $14.48万 | 0.05% | 1,439 | 1,439 | — | $14.48万 | 新建仓 |
| IGRO | ISHARES INTL | $14.50万 | 0.05% | 1,731 | -2,165 | -55.6% | -$18.14万 | 重新持有 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $14.52万 | 0.05% | 6,123 | 6,123 | — | $14.52万 | 新建仓 |
| RCL | ROYAL CARIBBEAN | $14.62万 | 0.05% | 531 | 531 | — | $14.62万 | 新建仓 |
| HGER | HARBOR COMMODITY | $14.69万 | 0.05% | 4,738 | 4,738 | — | $14.69万 | 新建仓 |
| NTAP | NETAPP INC | $14.92万 | 0.05% | 1,457 | 1,457 | — | $14.92万 | 新建仓 |
| IWS | ISHARES RUSS | $15.39万 | 0.05% | 1,056 | 1,056 | — | $15.39万 | 新建仓 |
| IUSG | ISHARES S&P | $15.55万 | 0.05% | 1,002 | 1,002 | — | $15.55万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY | $15.59万 | 0.05% | 1,574 | 1,574 | — | $15.59万 | 新建仓 |
| VCIT | VANGUARD INTERMEDIATE | $15.59万 | 0.05% | 1,884 | 1,884 | — | $15.59万 | 新建仓 |
| PG | PROCTER &GAMBLE CO | $15.72万 | 0.05% | 1,088 | 1,088 | — | $15.72万 | 新建仓 |
| VOT | VANGUARD MID | $15.78万 | 0.05% | 613 | 613 | — | $15.78万 | 新建仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $15.98万 | 0.05% | 6,080 | 6,080 | — | $15.98万 | 新建仓 |
| FMF | FIRST TRUST | $16.16万 | 0.05% | 3,192 | -1,123 | -26.0% | -$5.68万 | 减仓 |
| FIXD | FIRST TRUST | $16.19万 | 0.05% | 3,715 | 3,715 | — | $16.19万 | 新建仓 |
| NFLX | NETFLIX INC. | $16.29万 | 0.05% | 1,694 | 1,694 | — | $16.29万 | 新建仓 |
| DFUS | DIMENSIONAL US | $16.31万 | 0.05% | 2,301 | 2,301 | — | $16.31万 | 新建仓 |
| VTEB | VANGUARD MUNICIPAL | $16.43万 | 0.05% | 3,293 | 3,293 | — | $16.43万 | 新建仓 |
| FIIG | FIRST TRUST | $16.47万 | 0.05% | 7,937 | -3,023 | -27.6% | -$6.27万 | 减仓 |
| CAT | CATERPILLAR INC | $16.51万 | 0.05% | 233 | 233 | — | $16.51万 | 新建仓 |
| ABBV | ABBVIE INC | $16.51万 | 0.05% | 759 | 759 | — | $16.51万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $16.60万 | 0.05% | 1,718 | 1,718 | — | $16.60万 | 新建仓 |
| GRMN | GARMIN LTD | $16.64万 | 0.05% | 717 | -162 | -18.4% | -$3.76万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $17.07万 | 0.06% | 402 | 2 | 0.5% | $849 | 加仓 |
| IJS | ISHARES S&P | $17.25万 | 0.06% | 1,456 | 1,456 | — | $17.25万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $17.75万 | 0.06% | 678 | -145 | -17.6% | -$3.80万 | 重新持有 |
| CIBR | FIRST TRUST | $17.88万 | 0.06% | 2,853 | 1 | 0.0% | $63 | 加仓 |
| SCHF | SCHWAB INTL | $17.91万 | 0.06% | 7,235 | 7,235 | — | $17.91万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $18.05万 | 0.06% | 1,634 | 1,634 | — | $18.05万 | 新建仓 |
| IYY | ISHARES DOW | $18.22万 | 0.06% | 1,150 | 1,150 | — | $18.22万 | 新建仓 |
| AGG | ISHARES CORE | $18.25万 | 0.06% | 1,838 | 1,838 | — | $18.25万 | 新建仓 |
| CGUS | CAPITAL GROUP | $19.02万 | 0.06% | 4,951 | 4,951 | — | $19.02万 | 新建仓 |
| VONG | VANGUARD RUSSELL | $19.24万 | 0.06% | 1,754 | 1,754 | — | $19.24万 | 新建仓 |
| EUHY | ISHARES INC | $19.49万 | 0.06% | 3,714 | 3,714 | — | $19.49万 | 新建仓 |
| IWV | ISHARES RUSSELL | $19.53万 | 0.06% | 527 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL | $19.60万 | 0.06% | 790 | 790 | — | $19.60万 | 新建仓 |
| VBK | VANGUARD SMALL | $19.83万 | 0.06% | 656 | 656 | — | $19.83万 | 新建仓 |
| EVSM | EATON VANCE | $20.22万 | 0.07% | 4,028 | 4,028 | — | $20.22万 | 新建仓 |
| XLU | STATE STREET | $20.45万 | 0.07% | 4,456 | 4,456 | — | $20.45万 | 新建仓 |
| IGF | ISHARES GLOBAL | $20.54万 | 0.07% | 3,066 | 3,066 | — | $20.54万 | 新建仓 |
| V | VISA INC | $20.85万 | 0.07% | 690 | 39 | 6.0% | $1.18万 | 加仓 |
| EMLC | VANECK ETF TRUST | $21.91万 | 0.07% | 8,724 | 8,724 | — | $21.91万 | 新建仓 |
| AVGO | BROADCOM INC | $22.54万 | 0.07% | 728 | 728 | — | $22.54万 | 新建仓 |
| XMHQ | INVESCO S&P | $22.61万 | 0.07% | 2,187 | -148 | -6.3% | -$1.53万 | 减仓 |
| XLF | STATE STREET | $23.04万 | 0.08% | 4,666 | 420 | 9.9% | $2.07万 | 加仓 |
| HD | HOME DEPOT | $23.05万 | 0.08% | 701 | 701 | — | $23.05万 | 新建仓 |
| WMT | WALMART INC | $23.12万 | 0.08% | 1,860 | 1,860 | — | $23.12万 | 新建仓 |
| — | DIMENSIONAL US | $23.47万 | 0.08% | 3,300 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P | $24.51万 | 0.08% | 1,161 | 16 | 1.4% | $3,378 | 重新持有 |
| CGHM | CAPITAL GROUP | $24.69万 | 0.08% | 9,750 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL | $24.76万 | 0.08% | 581 | -33 | -5.4% | -$1.41万 | 减仓 |
| MRSH | MARSH | $24.80万 | 0.08% | 1,430 | 4 | 0.3% | $694 | 加仓 |
| TDIV | FIRST TRUST | $25.02万 | 0.08% | 2,671 | -786 | -22.7% | -$7.36万 | 减仓 |
| SPDW | STATE STREET | $25.57万 | 0.08% | 5,601 | -5 | -0.1% | -$228 | 减仓 |
| WTPI | WISDOMTREE EQUITY | $26.63万 | 0.09% | 8,346 | 147 | 1.8% | $4,691 | 加仓 |
| VOE | VANGUARD MID | $26.76万 | 0.09% | 1,452 | -21 | -1.4% | -$3,870 | 减仓 |
| OEF | ISHARES TR | $27.03万 | 0.09% | 850 | -24,683 | -96.7% | -$784.86万 | 减仓 |
| ADP | AUTOMATIC DATA | $27.49万 | 0.09% | 1,353 | 11 | 0.8% | $2,235 | 加仓 |