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 |
|---|---|---|---|---|---|---|---|---|
| XAR | STATE STREER | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CALL 4 AXON ENTERPRISE 看涨期权 | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | OPENDOOR TECHNOLOGIES | $25 | 0.00% | 107 | 107 | — | $25 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES | $26 | 0.00% | 107 | 107 | — | $26 | 新建仓 |
| NWSA | NEWS CORP | $50 | 0.00% | 2 | 2 | — | $50 | 新建仓 |
| TDC | TERADATA CORP | $51 | 0.00% | 2 | 2 | — | $51 | 新建仓 |
| TFLO | ISHARES TR | $51 | 0.00% | 1 | 1 | — | $51 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $54 | 0.00% | 2 | 2 | — | $54 | 新建仓 |
| DNOW | DNOW INC | $60 | 0.00% | 5 | 5 | — | $60 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES | $65 | 0.00% | 107 | 107 | — | $65 | 新建仓 |
| KD | KYNDRYL HOLDINGS | $79 | 0.00% | 6 | 6 | — | $79 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $110 | 0.00% | 1 | 1 | — | $110 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $115 | 0.00% | 1 | 1 | — | $115 | 新建仓 |
| ECHO | ECHOSTAR CORP | $117 | 0.00% | 1 | 1 | — | $117 | 新建仓 |
| BALL | BALL CORP | $118 | 0.00% | 2 | 2 | — | $118 | 新建仓 |
| BBY | BEST BUY INC | $128 | 0.00% | 2 | 2 | — | $128 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $139 | 0.00% | 3 | 3 | — | $139 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $141 | 0.00% | 3 | 3 | — | $141 | 新建仓 |
| EIX | EDISON INTL | $146 | 0.00% | 2 | 2 | — | $146 | 新建仓 |
| MRNA | MODERNA INC | $152 | 0.00% | 3 | 3 | — | $152 | 新建仓 |
| YUM | YUM BRANDS INC | $155 | 0.00% | 1 | 1 | — | $155 | 新建仓 |
| JKHY | HENRY JACK &ASSOC INC | $158 | 0.00% | 1 | 1 | — | $158 | 新建仓 |
| GDDY | GODADDY INC | $165 | 0.00% | 2 | 2 | — | $165 | 新建仓 |
| IQV | IQVIA HLDGS INC | $171 | 0.00% | 1 | 1 | — | $171 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $171 | 0.00% | 1 | 1 | — | $171 | 新建仓 |
| PTON | PELOTON INTERACTIVE | $172 | 0.00% | 40 | 40 | — | $172 | 新建仓 |
| RVTY | REVVITY INC | $175 | 0.00% | 2 | 2 | — | $175 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $180 | 0.00% | 2 | 2 | — | $180 | 新建仓 |
| SJM | SMUCKER JM | $193 | 0.00% | 2 | 2 | — | $193 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $198 | 0.00% | 1 | 1 | — | $198 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $204 | 0.00% | 13 | 13 | — | $204 | 新建仓 |
| NMAX | NEWSMAX INC | $209 | 0.00% | 40 | 40 | — | $209 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $211 | 0.00% | 8 | 8 | — | $211 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $219 | 0.00% | 1 | 1 | — | $219 | 新建仓 |
| WY | WEYERHAEUSER CO | $220 | 0.00% | 9 | 9 | — | $220 | 新建仓 |
| VSNT | VERSANT MEDIA | $222 | 0.00% | 6 | 6 | — | $222 | 新建仓 |
| MPC | MARATHON PETE CORP | $244 | 0.00% | 1 | 1 | — | $244 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $244 | 0.00% | 2 | 2 | — | $244 | 新建仓 |
| VRSN | VERISIGN INC | $248 | 0.00% | 1 | 1 | — | $248 | 新建仓 |
| RAL | RALLIANT CORP | $250 | 0.00% | 6 | 6 | — | $250 | 新建仓 |
| TRGP | TARGA RES CORP | $251 | 0.00% | 1 | 1 | — | $251 | 新建仓 |
| DXCM | DEXCOM INC | $251 | 0.00% | 4 | 4 | — | $251 | 新建仓 |
| ERIE | ERIE INDTY CO | $251 | 0.00% | 1 | 1 | — | $251 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $252 | 0.00% | 5 | 5 | — | $252 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $267 | 0.00% | 1 | 1 | — | $267 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $271 | 0.00% | 30 | 30 | — | $271 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $272 | 0.00% | 2 | 2 | — | $272 | 新建仓 |
| EBAY | EBAY INC. | $273 | 0.00% | 3 | 3 | — | $273 | 新建仓 |
| PJT | PJT PARTNERS | $279 | 0.00% | 2 | 2 | — | $279 | 新建仓 |
| TPR | TAPESTRY INC | $282 | 0.00% | 2 | 2 | — | $282 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $286 | 0.00% | 2 | 2 | — | $286 | 新建仓 |
| OGE | OGE ENERGY CORP | $288 | 0.00% | 6 | 6 | — | $288 | 新建仓 |
| CPT | CAMDEN PPTY TR | $293 | 0.00% | 3 | 3 | — | $293 | 新建仓 |
| UDR | UDR INC | $304 | 0.00% | 9 | 9 | — | $304 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $327 | 0.00% | 2 | 2 | — | $327 | 新建仓 |
| QDEL | QUIDELORTHO CORP | $329 | 0.00% | 20 | 20 | — | $329 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $340 | 0.00% | 3 | 3 | — | $340 | 新建仓 |
| NWL | NEWELL BRANDS | $343 | 0.00% | 100 | 100 | — | $343 | 新建仓 |
| HYD | VANECK ETF TRUST | $351 | 0.00% | 7 | 7 | — | $351 | 新建仓 |
| NOK | NOKIA CORP | $354 | 0.00% | 44 | 44 | — | $354 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $359 | 0.00% | 1 | 1 | — | $359 | 新建仓 |
| — | GRANITE POINT | $397 | 0.00% | 274 | 274 | — | $397 | 新建仓 |
| SOLS | SOLSTICE ADVANCED | $418 | 0.00% | 6 | 6 | — | $418 | 新建仓 |
| PODD | INSULET CORP | $420 | 0.00% | 2 | 2 | — | $420 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $423 | 0.00% | 19 | 19 | — | $423 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $429 | 0.00% | 7 | 7 | — | $429 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $434 | 0.00% | 3 | 3 | — | $434 | 新建仓 |
| BAX | BAXTER INTL INC | $454 | 0.00% | 27 | 27 | — | $454 | 新建仓 |
| LII | LENNOX INTL INC | $464 | 0.00% | 1 | 1 | — | $464 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $467 | 0.00% | 3 | 3 | — | $467 | 新建仓 |
| HAL | HALLIBURTON CO | $468 | 0.00% | 12 | 12 | — | $468 | 新建仓 |
| KIM | KIMCO REALTY CORP | $472 | 0.00% | 21 | 21 | — | $472 | 新建仓 |
| FOX | FOX CORP | $478 | 0.00% | 9 | 9 | — | $478 | 新建仓 |
| VYX | NCR VOYIX | $488 | 0.00% | 77 | 77 | — | $488 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $494 | 0.00% | 6 | 6 | — | $494 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $502 | 0.00% | 7 | 7 | — | $502 | 新建仓 |
| STT | STATE STR CORP | $506 | 0.00% | 4 | 4 | — | $506 | 新建仓 |
| AMCR | AMCOR PLC | $517 | 0.00% | 13 | 13 | — | $517 | 新建仓 |
| LEN | LENNAR CORP | $521 | 0.00% | 6 | 6 | — | $521 | 新建仓 |
| OMC | OMNICOM GROUP INC | $527 | 0.00% | 7 | 7 | — | $527 | 新建仓 |
| L | LOEWS CORP | $534 | 0.00% | 5 | 5 | — | $534 | 新建仓 |
| EFX | EQUIFAX INC | $540 | 0.00% | 3 | 3 | — | $540 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $554 | 0.00% | 3 | 3 | — | $554 | 新建仓 |
| NATL | NCR ATLEOS | $567 | 0.00% | 13 | 13 | — | $567 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $581 | 0.00% | 2 | 2 | — | $581 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $582 | 0.00% | 22 | 22 | — | $582 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $588 | 0.00% | 3 | 3 | — | $588 | 新建仓 |
| UAA | UNDER ARMOUR | $591 | 0.00% | 100 | 100 | — | $591 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $593 | 0.00% | 3 | 3 | — | $593 | 新建仓 |
| DG | DOLLAR GEN CORP | $594 | 0.00% | 5 | 5 | — | $594 | 新建仓 |
| WAT | WATERS CORP | $596 | 0.00% | 2 | 2 | — | $596 | 新建仓 |
| DAL | DELTA AIR LINES INC | $598 | 0.00% | 9 | 9 | — | $598 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $605 | 0.00% | 1 | 1 | — | $605 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $605 | 0.00% | 3 | 3 | — | $605 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $610 | 0.00% | 4 | 4 | — | $610 | 新建仓 |
| MTCH | MATCH GROUP | $614 | 0.00% | 20 | 20 | — | $614 | 新建仓 |
| ABNB | AIRBNB INC | $631 | 0.00% | 5 | 5 | — | $631 | 新建仓 |
| IT | GARTNER INC | $633 | 0.00% | 4 | 4 | — | $633 | 新建仓 |
| SWK | STANLEY BLACK &DECKER INC | $640 | 0.00% | 9 | 9 | — | $640 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $648 | 0.00% | 3 | 3 | — | $648 | 新建仓 |