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 |
|---|---|---|---|---|---|---|---|---|
| GWW | WW Grainger Inc | $2.17万 | 0.01% | 16 | 15 | 1,500.0% | $2.04万 | 加仓 |
| AXP | American Express Co | $2.19万 | 0.01% | 66 | 60 | 1,000.0% | $1.99万 | 加仓 |
| ADI | Analog Devices Inc | $2.19万 | 0.01% | 62 | 59 | 1,966.7% | $2.08万 | 加仓 |
| CBRE | CBRE GROUP | $2.19万 | 0.01% | 155 | 66 | 74.2% | $9,346 | 加仓 |
| EIX | Edison International | $2.21万 | 0.01% | 281 | 279 | 13,950.0% | $2.19万 | 加仓 |
| TD | TORONTO DOMINION | $2.22万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH | $2.24万 | 0.01% | 211 | 81 | 62.3% | $8,583 | 加仓 |
| STT | State Street Corp | $2.25万 | 0.01% | 128 | 124 | 3,100.0% | $2.18万 | 加仓 |
| AZN | AstraZeneca PLC | $2.27万 | 0.01% | 131 | 131 | — | $2.27万 | 新建仓 |
| ON | ON SEMICONDUCTOR | $2.28万 | 0.01% | 261 | 68 | 35.2% | $5,934 | 加仓 |
| SPYD | STATE STREET | $2.32万 | 0.01% | 487 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U S | $2.37万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $2.37万 | 0.01% | 51 | 23 | 82.1% | $1.07万 | 加仓 |
| DELL | DELL TECHNOLOGIES | $2.39万 | 0.01% | 57 | -5 | -8.1% | -$2,098 | 减仓 |
| BUD | Anheuser-Busch InBev SA/NV | $2.39万 | 0.01% | 282 | 282 | — | $2.39万 | 新建仓 |
| VNQ | VANGUARD REAL | $2.43万 | 0.01% | 252 | -2 | -0.8% | -$193 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS | $2.44万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE | $2.45万 | 0.01% | 114 | 114 | — | $2.45万 | 新建仓 |
| MPWR | MONOLITHIC POWER | $2.51万 | 0.01% | 19 | 13 | 216.7% | $1.71万 | 加仓 |
| MTB | M&T BANK | $2.51万 | 0.01% | 104 | 28 | 36.8% | $6,757 | 加仓 |
| RDVI | FIRST TRUST | $2.52万 | 0.01% | 856 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC | $2.53万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| TDG | TransDigm Group Inc | $2.53万 | 0.01% | 20 | 20 | — | $2.53万 | 新建仓 |
| CEG | CONSTELLATION ENERGY | $2.54万 | 0.01% | 99 | 66 | 200.0% | $1.69万 | 加仓 |
| CENX | Century Aluminum Co | $2.54万 | 0.01% | 596 | 596 | — | $2.54万 | 新建仓 |
| TSCO | TRACTOR SUPPLY | $2.65万 | 0.01% | 841 | 95 | 12.7% | $2,995 | 加仓 |
| AOK | ISHARES CORE | $2.65万 | 0.01% | 639 | 4 | 0.6% | $166 | 加仓 |
| KR | KROGER CO | $2.73万 | 0.01% | 476 | 170 | 55.6% | $9,736 | 加仓 |
| BX | BLACKSTONE INC | $2.74万 | 0.01% | 227 | 42 | 22.7% | $5,074 | 加仓 |
| RWR | STATE STREET | $2.74万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $2.77万 | 0.01% | 269 | 57 | 26.9% | $5,861 | 加仓 |
| CBOE | CBOE GLOBAL | $2.77万 | 0.01% | 110 | 12 | 12.2% | $3,019 | 加仓 |
| SCHB | SCHWAB US | $2.79万 | 0.01% | 963 | 0 | 0.0% | — | 不变 |
| ACWV | iShares MSCI Global Min Vol Factor ETF | $2.80万 | 0.01% | 224 | 224 | — | $2.80万 | 新建仓 |
| IYG | ISHARES U S | $2.80万 | 0.01% | 310 | 91 | 41.6% | $8,233 | 加仓 |
| WEC | WEC ENERGY | $2.81万 | 0.01% | 242 | 15 | 6.6% | $1,742 | 加仓 |
| FAST | Fastenal Co | $2.82万 | 0.01% | 588 | -26 | -4.2% | -$1,249 | 减仓 |
| INTL | NORTHERN LTS FD TR IV | $2.85万 | 0.01% | 932 | -35 | -3.6% | -$1,071 | 减仓 |
| CHAT | ROUNDHILL GENERATIVE | $2.86万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U S | $2.87万 | 0.01% | 281 | 1 | 0.4% | $102 | 加仓 |
| ISRG | Intuitive Surgical Inc | $2.93万 | 0.01% | 83 | 80 | 2,666.7% | $2.82万 | 加仓 |
| BKNG | BOOKING HOLDINGS | $2.94万 | 0.01% | 157 | 157 | — | $2.94万 | 新建仓 |
| FNF | FIDELITY NATIONAL | $2.98万 | 0.01% | 623 | -46 | -6.9% | -$2,199 | 减仓 |
| TECK | TECK RESOURCES | $2.99万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL | $3.00万 | 0.01% | 271 | 51 | 23.2% | $5,654 | 加仓 |
| — | ISHARES MORNINGSTAR | $3.02万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| USB | US Bancorp | $3.04万 | 0.01% | 484 | 484 | — | $3.04万 | 新建仓 |
| VONV | VANGUARD RUSSELL | $3.08万 | 0.01% | 290 | -25 | -7.9% | -$2,658 | 减仓 |
| VTWO | VANGUARD RUSSELL | $3.08万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET | $3.09万 | 0.01% | 1,030 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $3.10万 | 0.01% | 83 | 64 | 336.8% | $2.39万 | 加仓 |
| ULST | STATE STREET | $3.12万 | 0.01% | 771 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP INC | $3.13万 | 0.01% | 230 | 90 | 64.3% | $1.22万 | 加仓 |
| PEN | PENUMBRA INC | $3.16万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $3.19万 | 0.01% | 384 | 176 | 84.6% | $1.46万 | 加仓 |
| EPR | EPR PROPERTIES | $3.19万 | 0.01% | 550 | 6 | 1.1% | $348 | 加仓 |
| EW | Edwards Lifesciences Corp | $3.23万 | 0.01% | 361 | 73 | 25.3% | $6,540 | 加仓 |
| EFA | ISHARES MSCI | $3.27万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $3.33万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $3.37万 | 0.01% | 181 | 181 | — | $3.37万 | 新建仓 |
| NLY | ANNALY CAPITAL | $3.39万 | 0.01% | 1,509 | 179 | 13.5% | $4,017 | 加仓 |
| SUNB | SUNBELT RENTALS | $3.39万 | 0.01% | 453 | 453 | — | $3.39万 | 新建仓 |
| AEE | AMEREN CORP | $3.39万 | 0.01% | 300 | 21 | 7.5% | $2,374 | 加仓 |
| BBIN | JPMORGAN BETABUILDERS | $3.41万 | 0.01% | 437 | 4 | 0.9% | $312 | 加仓 |
| PNC | PNC Financial Services Group Inc/The | $3.43万 | 0.01% | 138 | 138 | — | $3.43万 | 新建仓 |
| IMCB | ISHARES MORNINGSTAR | $3.44万 | 0.01% | 356 | -200 | -36.0% | -$1.93万 | 减仓 |
| IRM | Iron Mountain Inc | $3.44万 | 0.01% | 285 | 271 | 1,935.7% | $3.27万 | 加仓 |
| HON | Honeywell International Inc | $3.53万 | 0.01% | 151 | -18 | -10.7% | -$4,203 | 减仓 |
| FITB | Fifth Third Bancorp | $3.55万 | 0.01% | 628 | 378 | 151.2% | $2.14万 | 加仓 |
| UNP | UNION PACIFIC CORP | $3.56万 | 0.01% | 123 | 99 | 412.5% | $2.87万 | 加仓 |
| DIA | STATE STREET | $3.57万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $3.58万 | 0.01% | 175 | 54 | 44.6% | $1.10万 | 加仓 |
| VST | Vistra Corp | $3.60万 | 0.01% | 252 | 252 | — | $3.60万 | 新建仓 |
| IREN | IREN LTD | $3.65万 | 0.01% | 804 | 19 | 2.4% | $861 | 加仓 |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | $3.70万 | 0.01% | 397 | 397 | — | $3.70万 | 新建仓 |
| REM | ISHARES MORTGAGE | $3.71万 | 0.01% | 1,682 | 24 | 1.4% | $529 | 加仓 |
| ASML | ASML HOLDING | $3.72万 | 0.01% | 20 | 8 | 66.7% | $1.49万 | 加仓 |
| SHW | Sherwin-Williams Co/The | $3.75万 | 0.01% | 109 | 21 | 23.9% | $7,229 | 加仓 |
| MET | METLIFE INC | $3.76万 | 0.01% | 415 | 78 | 23.1% | $7,059 | 加仓 |
| FE | FirstEnergy Corp | $3.76万 | 0.01% | 783 | 237 | 43.4% | $1.14万 | 加仓 |
| CMG | Chipotle Mexican Grill Inc | $3.79万 | 0.01% | 1,113 | 129 | 13.1% | $4,391 | 加仓 |
| DE | Deere & Co | $3.81万 | 0.01% | 62 | 50 | 416.7% | $3.07万 | 加仓 |
| SEIQ | SEI QiM U.S. Large Cap Quality Active ETF | $3.88万 | 0.01% | 941 | 941 | — | $3.88万 | 新建仓 |
| PFF | ISHARES PFD | $3.89万 | 0.01% | 1,276 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3.91万 | 0.01% | 346 | 197 | 132.2% | $2.23万 | 加仓 |
| CWI | STATE STREET | $3.92万 | 0.01% | 963 | -705 | -42.3% | -$2.87万 | 减仓 |
| REGN | REGENERON PHARMACEUTICAL | $3.93万 | 0.01% | 62 | 59 | 1,966.7% | $3.74万 | 加仓 |
| — | GLOBAL X | $3.94万 | 0.01% | 4,197 | 68 | 1.6% | $638 | 加仓 |
| DFUV | DIMENSIONAL US | $3.96万 | 0.01% | 719 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES S&P | $3.98万 | 0.01% | 826 | 10 | 1.2% | $482 | 加仓 |
| NSC | NORFOLK SOUTHERN | $4.05万 | 0.01% | 125 | 48 | 62.3% | $1.55万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES | $4.05万 | 0.01% | 121 | 41 | 51.2% | $1.37万 | 加仓 |
| PEG | PUBLIC SERVICE | $4.08万 | 0.01% | 521 | 412 | 378.0% | $3.23万 | 加仓 |
| WDC | Western Digital Corp | $4.11万 | 0.01% | 89 | 82 | 1,171.4% | $3.79万 | 加仓 |
| CCL | CARNIVAL CORP | $4.13万 | 0.01% | 1,465 | 1,465 | — | $4.13万 | 新建仓 |
| ILCG | ISHARES MORNINGSTAR | $4.15万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| SCHP | Schwab US TIPs ETF | $4.23万 | 0.01% | 1,614 | 1,158 | 253.9% | $3.03万 | 加仓 |
| AVEM | AVANTIS EMERGING | $4.25万 | 0.01% | 440 | 69 | 18.6% | $6,658 | 加仓 |
| HCA | HCA HEALTHCARE | $4.25万 | 0.01% | 108 | 22 | 25.6% | $8,667 | 加仓 |
| GS | GOLDMAN SACHS | $4.34万 | 0.01% | 44 | 34 | 340.0% | $3.35万 | 加仓 |