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Syntegra Private Wealth Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Syntegra Private Wealth Group, LLC
报告期 2026-03-31 · CIK 0001964298
持仓数
189
前50大市值合计
$981.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 121 项
建仓 21
增持 65
减持 30
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
SPHY
SPDR SER TR
+$16.1M
706,583
增持
SPYG
SPDR SER TR
+$11.1M
1,073,107
+9%
增持
LGLV
SPDR SER TR
+$8.2M
551,539
+9%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SPMD
SPDR SER TR
+$8.0M
1,290,515
+11%
增持
SPSM
SPDR SER TR
+$7.7M
1,738,393
+10%
增持
VTV
VANGUARD INDEX FDS
+$7.6M
447,516
+10%
增持
—
ISHARES TR
+$4.0M
727,248
+30%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.6M
690,981
+14%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.4M
157,312
+1%
增持
ACWV
ISHARES INC
+$2.7M
224,622
+12%
增持
CWB
SPDR SER TR
+$2.1M
195,343
+14%
建仓
BX
BLACKSTONE INC
+$2.0M
21,711
增持
OPPE
WISDOMTREE TR
+$2.0M
617,296
+11%
增持
AAPL
APPLE INC
+$1.6M
46,645
+4%
减持
QQQ
INVESCO QQQ TR
+$1.6M
38,253
-2%
增持
USMV
ISHARES TR
+$1.6M
195,023
+10%
清仓
LOW
LOWES COS INC
-$1.1M
0
-100%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$885.7K
24,556
+0%
建仓
VUG
VANGUARD INDEX FDS
+$827.4K
2,924
增持
SPTM
SPDR SER TR
+$747.9K
72,048
+14%
增持
FMB
FIRST TR EXCH TRADED FD III
+$733.6K
193,026
+9%
减持
WMT
WALMART INC
-$715.7K
6,005
-47%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$712.5K
125,009
-8%
清仓
GIS
GENERAL MLS INC
-$697.2K
0
-100%
建仓
BSV
VANGUARD BD INDEX FDS
+$688.4K
9,109
减持
PG
PROCTER AND GAMBLE CO
-$627.6K
4,702
-48%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$616.4K
13,347
清仓
SYY
SYSCO CORP
-$572.2K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$529.6K
10,834
增持
MSFT
MICROSOFT CORP
+$499.6K
9,487
+0%
清仓
EFSC
ENTERPRISE FINL SVCS CORP
-$408.5K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$404.9K
0
-100%
建仓
AGG
ISHARES TR
+$386.4K
3,945
增持
—
ADVISORSHARES TR
+$360.2K
60,809
+20%
增持
HYMB
SPDR SER TR
+$350.2K
223,233
+7%
增持
ABBV
ABBVIE INC
-$315.8K
13,462
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$311.5K
2,077
+62%
减持
HON
HONEYWELL INTL INC
-$308.7K
1,059
-62%
建仓
BIV
VANGUARD BD INDEX FDS
+$307.5K
4,087
增持
BUFB
INNOVATOR ETFS TR
+$306.2K
30,713
+51%
增持
AMZN
AMAZON COM INC
+$299.7K
10,834
+1%
建仓
IEFA
ISHARES TR
+$297.9K
4,414
建仓
CMCSA
COMCAST CORP NEW
+$295.5K
7,111
减持
BA
BOEING CO
-$288.0K
9,634
-12%
增持
MCO
MOODYS CORP
+$285.0K
6,812
+0%
增持
HEGD
LISTED FD TR
+$278.4K
57,902
+28%
增持
IVW
ISHARES TR
+$267.2K
15,405
+20%
建仓
IWB
ISHARES TR
+$255.9K
1,050
建仓
BLV
VANGUARD BD INDEX FDS
+$251.9K
3,362
减持
IVV
ISHARES TR
-$251.9K
692
-49%
建仓
VOO
VANGUARD INDEX FDS
+$237.9K
584
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$236.3K
5,139
建仓
GOOG
ALPHABET INC
+$234.8K
1,941
建仓
IYW
ISHARES TR
+$227.9K
2,093
建仓
ONEQ
FIDELITY COMWLTH TR
+$223.9K
4,141
增持
MUB
ISHARES TR
+$223.9K
15,015
+17%
建仓
—
INMODE LTD
+$220.9K
5,915
建仓
DFUV
DIMENSIONAL ETF TRUST
+$220.2K
6,384
增持
AVGO
BROADCOM INC
+$214.5K
915
+1%
减持
NVDA
NVIDIA CORPORATION
+$210.3K
1,861
-10%
建仓
—
EXXON MOBIL CORP
+$203.3K
1,896
建仓
BOND
PIMCO ETF TR
+$203.2K
2,218
增持
PEP
PEPSICO INC
+$201.9K
2,479
+76%
增持
QUAL
ISHARES TR
+$159.7K
11,458
+3%
增持
MCD
MCDONALDS CORP
+$159.4K
1,282
+61%
增持
UNH
UNITEDHEALTH GROUP INC
+$156.3K
2,450
+13%
减持
USHY
ISHARES TR
-$153.7K
11,472
-27%
减持
WPC
WP CAREY INC
-$138.9K
6,051
-14%
增持
V
VISA INC
+$136.3K
10,731
+0%
减持
MDYG
SPDR SER TR
+$134.6K
98,046
-3%
减持
DVY
ISHARES TR
-$131.7K
20,062
-2%
减持
IJH
ISHARES TR
-$122.4K
1,309
-30%
减持
AEE
AMEREN CORP
-$114.2K
17,616
-2%
增持
ABT
ABBOTT LABS
+$98.7K
12,013
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$94.4K
4,973
+3%
增持
T
AT&T INC
-$94.1K
29,393
+1%
减持
SPYM
SPDR SER TR
-$74.1K
96,701
-9%
增持
WM
WASTE MGMT INC DEL
+$73.2K
2,509
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$68.2K
1,941
+0%
增持
IEMG
ISHARES INC
+$66.9K
9,391
+16%
减持
BIL
SPDR SER TR
-$62.5K
17,204
-4%
增持
—
ACCENTURE PLC IRELAND
+$55.0K
2,304
+0%
增持
GOOGL
ALPHABET INC
+$54.5K
2,691
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$54.2K
3,554
+11%
增持
MA
MASTERCARD INCORPORATED
+$50.2K
1,631
+0%
减持
CFO
VICTORY PORTFOLIOS II
-$48.9K
10,367
-6%
增持
CSCO
CISCO SYS INC
+$47.6K
8,542
+13%
增持
MRK
MERCK & CO INC
+$47.0K
5,024
+0%
减持
HD
HOME DEPOT INC
+$35.7K
2,698
-1%
增持
MTUM
ISHARES TR
+$35.6K
2,274
+8%
增持
IBDV
ISHARES TR
+$35.5K
14,828
+14%
减持
VYM
VANGUARD WHITEHALL FDS
-$34.3K
3,446
-9%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$30.7K
41,812
+1%
增持
NOBL
PROSHARES TR
+$20.9K
5,931
+1%
增持
ARKK
ARK ETF TR
+$20.7K
5,307
+0%
增持
IUSB
ISHARES TR
+$20.5K
9,831
+6%
减持
ACWI
ISHARES TR
+$18.7K
4,902
-1%
增持
KRMA
GLOBAL X FDS
+$17.6K
11,476
+0%
增持
MBB
ISHARES TR
+$17.3K
3,608
+7%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$16.0K
1,738
-4%
增持
EFG
ISHARES TR
+$15.2K
6,405
+1%
增持
NEE
NEXTERA ENERGY INC
-$14.2K
5,324
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$14.1K
11,294
+4%
增持
SO
SOUTHERN CO
+$13.0K
3,831
+4%
减持
NEAR
ISHARES U S ETF TR
-$12.1K
16,553
-2%
增持
DGRO
ISHARES TR
+$11.2K
5,284
+1%
增持
UNP
UNION PAC CORP
+$11.1K
2,889
+0%
减持
VTI
VANGUARD INDEX FDS
+$11.0K
19,118
-7%
增持
QCOM
QUALCOMM INC
-$10.9K
2,199
+3%
增持
SBUX
STARBUCKS CORP
-$10.0K
2,608
+1%
减持
SPEM
SPDR INDEX SHS FDS
-$7.8K
53,550
-1%
减持
ESGU
ISHARES TR
-$7.5K
6,821
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$6.6K
1,947
-7%
增持
XLV
SELECT SECTOR SPDR TR
+$6.2K
1,659
+0%
减持
JNJ
JOHNSON & JOHNSON
+$3.2K
1,833
-5%
增持
GOVT
ISHARES TR
+$2.4K
16,085
+3%
增持
EFAV
ISHARES TR
+$1.9K
4,629
+1%
减持
FLOT
ISHARES TR
+$1.9K
5,292
-0%
增持
PFE
PFIZER INC
+$1.5K
11,406
+12%
减持
—
TE CONNECTIVITY LTD
-$1.1K
1,437
-7%
减持
EFV
ISHARES TR
-$1.1K
6,940
-1%
