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Cyndeo Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Cyndeo Wealth Partners, LLC

报告期 2026-03-31 · CIK 0001950947

持仓数

478

前50大市值合计

$1.07B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

MSFT MICROSOFT CORP

COM

$71.3M

192,584

6.7%

AAPL APPLE INC

COM

$57.3M

225,818

5.4%

NVDA NVIDIA CORPORATION

COM

$55.0M

315,115

5.1%

AVGO BROADCOM INC

COM

$52.6M

169,994

4.9%

AMZN AMAZON COM INC

COM

$40.7M

195,236

3.8%

FTGC FIRST TR EXCHANGE TRAD FD VI

FST TR GLB FD

$32.5M

1,132,749

3.0%

ABBV ABBVIE INC

COM

$29.8M

136,906

2.8%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$29.4M

645,311

2.8%

GOOGL ALPHABET INC

CAP STK CL A

$29.1M

101,322

2.7%

— EXXON MOBIL CORP

COM

$25.8M

151,849

2.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$25.4M

96,958

2.4%

FTCB FIRST TR EXCHANGE-TRADED FD

CORE INVESTMENT

$25.3M

1,204,819

2.4%

JPM JPMORGAN CHASE & CO.

COM

$22.8M

77,504

2.1%

IAU ISHARES GOLD TR

ISHARES NEW

$21.8M

247,820

2.0%

UCON FIRST TR EXCHNG TRADED FD VI

TCW UNCONSTRAI

$20.8M

839,917

1.9%

IGIB ISHARES TR

ISHS 5-10YR INVT

$20.5M

385,063

1.9%

TSM TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS

$20.4M

60,250

1.9%

YLD PRINCIPAL EXCHANGE TRADED FD

ACTIVE HIGH YL

$20.3M

1,070,783

1.9%

GSY INVESCO ACTIVELY MANAGED EXC

ULTRA SHRT DUR

$20.2M

403,445

1.9%

FTSL FIRST TR EXCHANGE-TRADED FD

SENIOR LN FD

$20.1M

447,814

1.9%

PHYS SPROTT PHYSICAL GOLD TR

UNIT

$20.0M

563,098

1.9%

JNJ JOHNSON & JOHNSON

COM

$19.9M

81,343

1.9%

META META PLATFORMS INC

CL A

$19.0M

33,285

1.8%

TJX TJX COS INC NEW

COM

$18.0M

112,739

1.7%

VUG VANGUARD INDEX FDS

GROWTH ETF

$16.8M

38,530

1.6%

ORCL ORACLE CORP

COM

$16.8M

114,376

1.6%

ABT ABBOTT LABS

COM

$16.7M

162,950

1.6%

LLY ELI LILLY & CO

COM

$16.5M

17,968

1.5%

IVV ISHARES TR

CORE S&P500 ETF

$16.1M

24,577

1.5%

RTX RTX CORPORATION

COM

$15.2M

78,940

1.4%

HD HOME DEPOT INC

COM

$15.0M

45,623

1.4%

PFE PFIZER INC

COM

$14.5M

516,751

1.4%

CVX CHEVRON CORP NEW

COM

$14.0M

67,900

1.3%

URA GLOBAL X FDS

GLOBAL X URANIUM

$14.0M

289,364

1.3%

SPY SPDR S&P 500 ETF TR

TR UNIT

$13.9M

21,433

1.3%

ARKB ARK 21SHARES BITCOIN ETF

SHS BEN INT

$13.6M

605,946

1.3%

JFR NUVEEN FLOATING RATE INCOME

COM

$13.5M

1,795,370

1.3%

PSLV SPROTT PHYSICAL SILVER TR

TR UNIT

$13.3M

545,035

1.2%

MO ALTRIA GROUP INC

COM

$13.0M

196,319

1.2%

VZ VERIZON COMMUNICATIONS INC

COM

$12.8M

254,564

1.2%

MRK MERCK & CO INC

COM

$12.6M

104,497

1.2%

NEE NEXTERA ENERGY INC

COM

$12.4M

133,849

1.2%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$12.2M

83,474

1.1%

ADI ANALOG DEVICES INC

COM

$11.9M

37,484

1.1%

T AT&T INC

COM

$11.3M

388,887

1.1%

— LINDE PLC

SHS

$11.2M

22,628

1.0%

BIT BLACKROCK MULTI SECTOR INC T

COM

$11.0M

879,881

1.0%

MS MORGAN STANLEY

COM NEW

$11.0M

66,832

1.0%

DUK DUKE ENERGY CORP NEW

COM NEW

$11.0M

83,978

1.0%

KMI KINDER MORGAN INC DEL

COM

$10.9M

324,483

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

29%前 6 大占比

MSFT6.7%AAPL5.4%NVDA5.1%AVGO4.9%AMZN3.8%FTGC3.0%