13FBOX
Cyndeo Wealth Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Cyndeo Wealth Partners, LLC

No.1671 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$21.39亿
环比变动 Q1 2026
+$2.39亿+12.5%
持仓股票数
517
新买入
54
加仓
267
减仓
151
清仓
15
持股不变
45
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
微软MSFT
3.35%3.75%$7,175.9万19.2万股$7,128.9万19.3万股-210股-0.11%减仓
苹果AAPL
3.16%3.01%$6,752.7万23.3万股$5,731.0万22.6万股+7,550股+3.34%加仓
博通AVGO
3.01%2.77%$6,449.2万17.1万股$5,261.5万17.0万股+733股+0.43%加仓
英伟达NVDA
2.97%2.89%$6,343.8万31.7万股$5,495.6万31.5万股+1,932股+0.61%加仓
亚马逊AMZN
2.22%2.14%$4,755.4万20.0万股$4,066.2万19.5万股+4,287股+2.20%加仓
艾伯维ABBV
1.61%1.57%$3,452.8万13.7万股$2,977.6万13.7万股+305股+0.22%加仓
谷歌AGOOGL
1.58%1.53%$3,377.7万9.5万股$2,913.6万10.1万股-6,808股-6.72%减仓
F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
1.46%1.71%$3,131.1万115.8万股$3,252.1万113.3万股+2.5万股+2.19%加仓
V先锋领航指数基金VB
1.45%1.34%$3,108.2万10.3万股$2,539.5万9.7万股+5,583股+5.76%加仓
F富达·MERRIMACK STR TRFBND
1.41%1.55%$3,015.1万66.3万股$2,943.9万64.5万股+1.8万股+2.71%加仓
台积电TSM
1.39%1.07%$2,971.5万6.2万股$2,036.1万6.0万股+1,972股+3.27%加仓
F第一信托交易所交易基金FTCB
1.21%1.33%$2,584.1万123.9万股$2,525.3万120.5万股+3.4万股+2.84%加仓
摩根大通JPM
1.19%1.2%$2,535.7万7.7万股$2,279.9万7.8万股-39股-0.05%减仓
F第一信托交易所交易基金VIUCON
1.02%1.09%$2,171.7万87.3万股$2,080.5万84.0万股+3.3万股+3.92%加仓
礼来LLY
1.01%0.87%$2,150.2万1.8万股$1,652.6万1.8万股-41股-0.23%减仓
IiShares安硕信托IGIB
0.99%1.08%$2,127.5万40.0万股$2,049.3万38.5万股+1.5万股+3.91%加仓
PPRINCIPAL ACTIVE HIGH YIELD ETFYLD
0.99%1.07%$2,122.8万111.3万股$2,030.2万107.1万股+4.2万股+3.90%加仓
I景顺·ACTIVELY MANAGED EXCGSY
0.98%1.06%$2,101.9万41.9万股$2,022.1万40.3万股+1.6万股+3.89%加仓
F第一信托·UST SENIOR LOAN FUNDFTSL
0.98%1.06%$2,100.2万46.9万股$2,006.2万44.8万股+2.2万股+4.80%加仓
埃克森美孚XOM
0.98%1.36%$2,092.3万15.3万股$2,576.3万15.2万股+1,189股+0.78%加仓
V先锋领航指数基金VUG
0.94%0.89%$2,018.3万23.4万股$1,682.9万3.9万股+19.6万股+508.11%加仓
强生JNJ
0.93%1.05%$1,988.2万7.8万股$1,988.4万8.1万股-3,056股-3.76%减仓
IiShares安硕信托IVV
0.91%0.84%$1,940.2万2.6万股$1,605.4万2.5万股+1,330股+5.41%加仓
IiShares黄金信托IAU
0.87%1.15%$1,865.7万24.7万股$2,184.8万24.8万股-734股-0.30%减仓
Meta平台META
0.85%1%$1,823.2万3.2万股$1,904.3万3.3万股-919股-2.76%减仓
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
0.82%1.05%$1,759.1万58.3万股$1,995.6万56.3万股+2.0万股+3.54%加仓
甲骨文ORCL
0.81%0.89%$1,724.2万11.8万股$1,682.6万11.4万股+3,274股+2.86%加仓
TJXTJX
0.81%0.95%$1,723.5万11.4万股$1,800.4万11.3万股+1,026股+0.91%加仓
ARCHER DANIELS MIDLAND COMADM
0.8%0.01%$1,721.5万22.5万股$24.9万22.5万股00.00%持仓不变
思科CSCO
0.78%0.55%$1,668.8万14.2万股$1,038.4万13.4万股+8,245股+6.16%加仓
家得宝HD
0.77%0.79%$1,644.6万4.7万股$1,500.5万4.6万股+1,009股+2.21%加仓
SSPDR标普500 ETFSPY
0.73%0.73%$1,555.3万2.1万股$1,393.9万2.1万股-606股-2.83%减仓
PIMCO·DYNAMIC INCOMEPDI
0.72%0.56%$1,548.8万92.7万股$1,060.5万62.0万股+30.8万股+49.63%加仓
ANALOG DEVICES COMADI
0.72%0.63%$1,544.2万3.9万股$1,192.5万3.7万股+1,396股+3.72%加仓
NUVEEN FLOATING RATE INCOME FD COMJFR
0.72%0.71%$1,533.6万199.9万股$1,350.1万179.5万股+20.4万股+11.37%加仓
林德LIN
0.71%0.59%$1,519.8万2.9万股$1,121.8万2.3万股+6,660股+29.43%加仓
摩根士丹利MS
0.69%0.58%$1,480.8万7.1万股$1,099.8万6.7万股+4,007股+6.00%加仓
雅培ABT
0.69%0.88%$1,478.4万16.3万股$1,673.0万16.3万股-21股-0.01%减仓
ALTRIAMO
0.67%0.68%$1,433.5万19.9万股$1,295.5万19.6万股+2,916股+1.49%加仓
默沙东MRK
0.65%0.66%$1,393.3万10.8万股$1,257.0万10.4万股+3,929股+3.76%加仓
德州仪器TXN
0.64%0.48%$1,374.9万4.6万股$907.2万4.7万股-603股-1.29%减仓
GGlobal X·URANIUM ETFURA
0.61%0.74%$1,315.0万30.1万股$1,401.4万28.9万股+1.2万股+3.99%加仓
辉瑞PFE
0.6%0.76%$1,292.4万53.7万股$1,451.0万51.7万股+2.0万股+3.86%加仓
AAlphabet Inc Class CGOOG
0.6%0.54%$1,279.2万3.6万股$1,035.0万3.6万股+124股+0.34%加仓
G通用动力VTI
0.59%0.56%$1,260.6万3.4万股$1,064.8万3.3万股+877股+2.64%加仓
CHUBB LIMITEDCB
0.59%0.5%$1,258.1万3.7万股$943.8万2.9万股+7,964股+27.50%加仓
AARK·21SHARES BITCOIN ETFARKB
0.58%0.72%$1,241.4万63.8万股$1,362.8万60.6万股+3.2万股+5.28%加仓
N新纪元能源NEE
0.56%0.65%$1,192.8万13.6万股$1,243.2万13.4万股+2,049股+1.53%加仓
美国电力AEP
0.55%0.57%$1,178.4万8.6万股$1,086.2万8.3万股+3,271股+3.95%加仓
METLIFE COMMET
0.55%0.49%$1,173.7万13.9万股$938.5万13.3万股+6,018股+4.53%加仓

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