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 |
|---|---|---|---|---|---|---|---|---|
| — | Dimensional US Core Equity 2 ETF | $4.34万 | 0.01% | 993 | 993 | — | $4.34万 | 新建仓 |
| FCPT | FOUR CORNERS | $4.35万 | 0.01% | 1,770 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE | $4.35万 | 0.01% | 452 | -119 | -20.8% | -$1.15万 | 减仓 |
| HYMB | SPDR Nuveen S&P High Yield Municipal Bond ETF | $4.39万 | 0.01% | 1,757 | 1,757 | — | $4.39万 | 新建仓 |
| OTIS | OTIS WORLDWIDE | $4.41万 | 0.01% | 615 | -4 | -0.6% | -$287 | 减仓 |
| IVVW | ISHARES TR | $4.41万 | 0.01% | 989 | 360 | 57.2% | $1.61万 | 加仓 |
| EME | EMCOR GROUP | $4.41万 | 0.01% | 53 | -1 | -1.9% | -$832 | 减仓 |
| HEFA | ISHARES CURRENCY | $4.45万 | 0.01% | 948 | 322 | 51.4% | $1.51万 | 加仓 |
| — | INVESCO S&P | $4.53万 | 0.01% | 648 | -107 | -14.2% | -$7,478 | 减仓 |
| DIAL | COLUMBIA DIVERSIFIED | $4.61万 | 0.01% | 2,538 | 0 | 0.0% | — | 不变 |
| COR | Cencora Inc | $4.62万 | 0.01% | 145 | 142 | 4,733.3% | $4.52万 | 加仓 |
| JGRO | JPMORGAN ACTIVE | $4.64万 | 0.01% | 470 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES MICROCAP | $4.66万 | 0.01% | 233 | 0 | 0.0% | — | 不变 |
| SPG | Simon Property Group Inc | $4.74万 | 0.01% | 210 | 118 | 128.3% | $2.67万 | 加仓 |
| TXN | TEXAS INSTRUMENTS | $4.78万 | 0.01% | 168 | 82 | 95.3% | $2.33万 | 加仓 |
| UNM | UNUM GROUP | $4.81万 | 0.01% | 570 | 500 | 714.3% | $4.22万 | 加仓 |
| SPMD | STATE STREET | $4.81万 | 0.01% | 712 | 1 | 0.1% | $68 | 加仓 |
| EMR | Emerson Electric Co | $4.88万 | 0.01% | 340 | 16 | 4.9% | $2,295 | 加仓 |
| NUE | NUCOR CORP | $5.03万 | 0.01% | 215 | 70 | 48.3% | $1.64万 | 加仓 |
| MPC | MARATHON PETROLEUM | $5.03万 | 0.01% | 195 | 194 | 19,400.0% | $5.01万 | 加仓 |
| CME | CME GROUP | $5.06万 | 0.01% | 193 | 170 | 739.1% | $4.45万 | 加仓 |
| QUAL | ISHARES MSCI | $5.07万 | 0.01% | 231 | 116 | 100.9% | $2.55万 | 加仓 |
| XLY | STATE STREET | $5.14万 | 0.01% | 438 | -104 | -19.2% | -$1.22万 | 减仓 |
| XLB | STATE STREET | $5.16万 | 0.01% | 1,015 | -102 | -9.1% | -$5,185 | 减仓 |
| TRP | TC ENERGY | $5.17万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES U S | $5.22万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $5.23万 | 0.01% | 626 | 379 | 153.4% | $3.16万 | 加仓 |
| WM | WASTE MANAGEMENT | $5.27万 | 0.01% | 232 | 68 | 41.5% | $1.54万 | 加仓 |
| IJJ | ISHARES S&P | $5.32万 | 0.01% | 360 | -7 | -1.9% | -$1,034 | 减仓 |
| IXC | ISHARES GLOBAL | $5.32万 | 0.01% | 1,083 | 10 | 0.9% | $491 | 加仓 |
| PRF | INVESCO FTSE | $5.35万 | 0.01% | 990 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P | $5.36万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE | $5.38万 | 0.01% | 809 | 1 | 0.1% | $66 | 加仓 |
| XMMO | INVESCO S&P | $5.39万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| DTE | DTE Energy Co | $5.44万 | 0.01% | 370 | 217 | 141.8% | $3.19万 | 加仓 |
| MDY | SPDR S&P | $5.45万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET | $5.51万 | 0.01% | 1,038 | -268 | -20.5% | -$1.42万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $5.54万 | 0.01% | 549 | 259 | 89.3% | $2.61万 | 加仓 |
| BLK | BLACKROCK FDG | $5.55万 | 0.01% | 56 | 12 | 27.3% | $1.19万 | 加仓 |
| IYH | ISHARES U S | $5.56万 | 0.01% | 830 | 526 | 173.0% | $3.52万 | 加仓 |
| FJP | FIRST TRUST | $5.59万 | 0.01% | 733 | 0 | 0.0% | — | 不变 |
| — | INVESCO GALAXY | $5.62万 | 0.01% | 962 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $5.63万 | 0.01% | 1,242 | 985 | 383.3% | $4.47万 | 加仓 |
| DON | WISDOMTREE U S | $5.65万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS | $5.69万 | 0.01% | 112 | 56 | 100.0% | $2.85万 | 加仓 |
| RF | REGIONS FINANCIAL | $5.72万 | 0.01% | 1,859 | 1,355 | 268.8% | $4.17万 | 加仓 |
| QQQM | INVESCO NASDAQ | $5.73万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER | $5.75万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TRUST | $5.79万 | 0.01% | 1,812 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONV | $5.83万 | 0.01% | 479 | -5,067 | -91.4% | -$61.65万 | 减仓 |
| PFE | PFIZER INC | $5.92万 | 0.01% | 2,409 | 1,025 | 74.1% | $2.52万 | 加仓 |
| IWD | ISHARES RUSSELL | $5.98万 | 0.01% | 247 | 1 | 0.4% | $242 | 加仓 |
| XLI | STATE STREET | $5.98万 | 0.01% | 323 | -92 | -22.2% | -$1.70万 | 减仓 |
| CIFR | CIPHER DIGITAL | $6.07万 | 0.01% | 2,477 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK | $6.10万 | 0.01% | 2,364 | 28 | 1.2% | $723 | 加仓 |
| SGDM | SPROTT GOLD | $6.14万 | 0.01% | 977 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE | $6.15万 | 0.01% | 811 | 2 | 0.2% | $152 | 加仓 |
| SLB | SLB Ltd | $6.23万 | 0.02% | 1,327 | 440 | 49.6% | $2.07万 | 加仓 |
| SCHX | Schwab US Large-Cap ETF | $6.24万 | 0.02% | 2,166 | 1,048 | 93.7% | $3.02万 | 加仓 |
| CINF | Cincinnati Financial Corp | $6.24万 | 0.02% | 343 | 288 | 523.6% | $5.24万 | 加仓 |
| XAR | STATE STREER | $6.27万 | 0.02% | 221 | -1,407 | -86.4% | -$39.93万 | 重新持有 |
| LMT | Lockheed Martin Corp | $6.32万 | 0.02% | 111 | 103 | 1,287.5% | $5.86万 | 加仓 |
| DJD | INVESCO DOW | $6.34万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TRUST | $6.34万 | 0.02% | 1,534 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $6.37万 | 0.02% | 2,964 | 462 | 18.5% | $9,937 | 加仓 |
| CGCP | CAPITAL GROUP | $6.40万 | 0.02% | 2,871 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $6.43万 | 0.02% | 342 | 316 | 1,215.4% | $5.94万 | 加仓 |
| NRG | NRG ENERGY | $6.44万 | 0.02% | 442 | -153 | -25.7% | -$2.23万 | 减仓 |
| VRT | VERTIV HOLDINGS | $6.59万 | 0.02% | 231 | 225 | 3,750.0% | $6.42万 | 加仓 |
| VLO | VALERO ENERGY | $6.75万 | 0.02% | 255 | 199 | 355.4% | $5.27万 | 加仓 |
| FBT | FIRST TRUST | $6.77万 | 0.02% | 273 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $6.82万 | 0.02% | 334 | 243 | 267.0% | $4.96万 | 加仓 |
| UPS | UNITED PARCEL | $6.85万 | 0.02% | 653 | 553 | 553.0% | $5.80万 | 加仓 |
| BKLN | INVESCO SENIOR | $6.93万 | 0.02% | 3,401 | 130 | 4.0% | $2,648 | 加仓 |
| SIL | GLOBAL X | $7.01万 | 0.02% | 905 | 0 | 0.0% | — | 不变 |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $7.06万 | 0.02% | 1,422 | 1,422 | — | $7.06万 | 新建仓 |
| DFCF | DIMENSIONAL CORE | $7.07万 | 0.02% | 1,675 | 0 | 0.0% | — | 不变 |
| SEIM | SEI QiM U.S. Large Cap Momentum Active ETF | $7.11万 | 0.02% | 1,393 | 1,393 | — | $7.11万 | 新建仓 |
| FYX | FIRST TRUST | $7.21万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TRUST | $7.23万 | 0.02% | 273 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc | $7.41万 | 0.02% | 583 | 54 | 10.2% | $6,863 | 加仓 |
| SDY | STATE STREET | $7.45万 | 0.02% | 489 | 1 | 0.2% | $152 | 加仓 |
| FFIV | F5 INC | $7.45万 | 0.02% | 179 | 8 | 4.7% | $3,328 | 加仓 |
| CGSD | CAPITAL GROUP | $7.46万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| DLR | Digital Realty Trust INC | $7.50万 | 0.02% | 417 | -12 | -2.8% | -$2,159 | 减仓 |
| SYY | SYSCO CORP | $7.60万 | 0.02% | 904 | -212 | -19.0% | -$1.78万 | 减仓 |
| SEIV | SEI QiM U.S. Large Cap Value Active ETF | $7.62万 | 0.02% | 1,555 | 1,555 | — | $7.62万 | 新建仓 |
| FAAR | FIRST TRUST | $7.63万 | 0.02% | 2,414 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $7.64万 | 0.02% | 75 | 47 | 167.9% | $4.79万 | 加仓 |
| AMGN | AMGEN INC | $7.69万 | 0.02% | 206 | 58 | 39.2% | $2.16万 | 加仓 |
| DFAI | DIMENSIONAL INTL | $7.70万 | 0.02% | 1,867 | 3 | 0.2% | $124 | 加仓 |
| USMV | iShares MSCI USA Min Vol Factor ETF | $7.79万 | 0.02% | 792 | 792 | — | $7.79万 | 新建仓 |
| CFG | Citizens Financial Group Inc | $7.80万 | 0.02% | 1,098 | 800 | 268.5% | $5.68万 | 加仓 |
| AEP | American Electric Power Co Inc | $7.80万 | 0.02% | 603 | 592 | 5,381.8% | $7.66万 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL | $7.82万 | 0.02% | 2,054 | -761 | -27.0% | -$2.90万 | 减仓 |
| IQV | IQVIA HOLDINGS | $7.84万 | 0.02% | 318 | 317 | 31,700.0% | $7.82万 | 加仓 |
| NOC | NORTHROP GRUMMAN | $7.89万 | 0.02% | 149 | 107 | 254.8% | $5.66万 | 加仓 |
| CB | CHUBB LTD | $7.89万 | 0.02% | 219 | 187 | 584.4% | $6.73万 | 加仓 |
| CDNS | Cadence Design Systems INC | $7.97万 | 0.02% | 217 | 45 | 26.2% | $1.65万 | 加仓 |
| LGOV | FIRST TRUST | $8.12万 | 0.02% | 3,797 | 0 | 0.0% | — | 不变 |