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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 120 项
建仓 4
增持 48
减持 54
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
CWB
SPDR SER TR
-$12.0M
23,886
-88%
增持
BX
BLACKSTONE INC
+$1.5M
33,070
+52%
减持
AAPL
APPLE INC
-$1.1M
46,154
-1%
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
—
ISHARES TR
+$1.1M
773,021
+6%
增持
SPHY
SPDR SER TR
+$1.1M
768,465
+9%
增持
SPSM
SPDR SER TR
-$1.1M
1,800,694
+4%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.0M
726,515
+5%
增持
LGLV
SPDR SER TR
-$1.0M
573,202
+4%
减持
QQQ
INVESCO QQQ TR
-$816.5K
37,164
-3%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$740.4K
121,539
-3%
增持
OPPE
WISDOMTREE TR
+$711.0K
650,176
+5%
增持
SPYG
SPDR SER TR
+$698.3K
1,116,203
+4%
减持
MDYG
SPDR SER TR
-$637.6K
92,383
-6%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$616.4K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$529.6K
0
-100%
增持
ACWV
ISHARES INC
+$514.4K
236,215
+5%
建仓
TJUL
INNOVATOR ETFS TR
+$511.4K
20,940
减持
VUG
VANGUARD INDEX FDS
-$501.7K
1,196
-59%
建仓
TFLO
ISHARES TR
+$462.9K
9,123
增持
USMV
ISHARES TR
+$462.1K
206,661
+6%
减持
BSV
VANGUARD BD INDEX FDS
-$423.8K
3,520
-61%
增持
VTV
VANGUARD INDEX FDS
+$415.8K
464,061
+4%
清仓
AGG
ISHARES TR
-$386.4K
0
-100%
清仓
GOVT
ISHARES TR
-$368.4K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$356.4K
159,771
+2%
增持
FMB
FIRST TR EXCH TRADED FD III
-$326.5K
193,453
+0%
清仓
BIV
VANGUARD BD INDEX FDS
-$307.5K
0
-100%
清仓
IEFA
ISHARES TR
-$297.9K
0
-100%
建仓
TLT
ISHARES TR
+$295.1K
3,327
增持
MUB
ISHARES TR
+$259.5K
18,159
+21%
清仓
IWB
ISHARES TR
-$255.9K
0
-100%
清仓
BLV
VANGUARD BD INDEX FDS
-$251.9K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$236.3K
0
-100%
减持
MCO
MOODYS CORP
-$235.5K
6,747
-1%
清仓
IYW
ISHARES TR
-$227.9K
0
-100%
增持
MSFT
MICROSOFT CORP
-$221.6K
9,530
+0%
清仓
—
INMODE LTD
-$220.9K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$219.6K
0
-100%
减持
V
VISA INC
-$217.2K
10,135
-6%
减持
VTI
VANGUARD INDEX FDS
-$213.1K
18,823
-2%
建仓
CVX
CHEVRON CORP NEW
+$210.8K
1,250
清仓
BOND
PIMCO ETF TR
-$203.2K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$201.4K
0
-100%
增持
ABBV
ABBVIE INC
+$196.5K
13,486
+0%
减持
IEMG
ISHARES INC
-$189.6K
5,742
-39%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$187.3K
41,486
-1%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$180.2K
24,551
-0%
减持
SUB
ISHARES TR
-$172.9K
2,096
-44%
减持
QUAL
ISHARES TR
-$160.1K
10,511
-8%
减持
ESGU
ISHARES TR
-$159.8K
5,377
-21%
增持
BA
BOEING CO
-$159.1K
9,783
+2%
减持
IVW
ISHARES TR
-$153.5K
13,626
-12%
增持
HYMB
SPDR SER TR
-$143.2K
228,375
+2%
减持
AEE
AMEREN CORP
-$142.9K
17,317
-2%
增持
SPMD
SPDR SER TR
+$142.1K
1,355,649
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$140.5K
4,391
+24%
减持
EFG
ISHARES TR
-$140.4K
5,454
-15%
增持
MA
MASTERCARD INCORPORATED
+$139.3K
1,972
+21%
减持
DVY
ISHARES TR
-$129.3K
19,916
-1%
增持
IJH
ISHARES TR
+$124.5K
1,872
+43%
减持
XTN
SPDR SER TR
-$123.6K
13,448
-0%
增持
EFV
ISHARES TR
+$102.8K
9,042
+30%
减持
WPC
WP CAREY INC
-$101.4K
5,685
-6%
减持
MBB
ISHARES TR
-$98.8K
2,677
-26%
增持
ABT
ABBOTT LABS
-$91.8K
12,575
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$91.0K
2,516
+3%
减持
NEE
NEXTERA ENERGY INC
-$90.9K
5,309
-0%
减持
SPEM
SPDR INDEX SHS FDS
-$86.1K
52,277
-2%
减持
WM
WASTE MGMT INC DEL
-$70.3K
2,393
-5%
减持
T
AT&T INC
-$70.3K
26,535
-10%
减持
SCHZ
SCHWAB STRATEGIC TR
-$64.2K
10,334
-9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$64.1K
4,886
-2%
减持
AVGO
BROADCOM INC
-$63.6K
879
-4%
增持
GOOGL
ALPHABET INC
+$57.5K
2,901
+8%
增持
SPTM
SPDR SER TR
+$51.1K
75,697
+5%
减持
IUSB
ISHARES TR
-$49.1K
9,102
-7%
减持
NEAR
ISHARES U S ETF TR
-$47.9K
15,537
-6%
减持
AMZN
AMAZON COM INC
-$43.7K
10,766
-1%
增持
WMT
WALMART INC
+$43.7K
6,175
+3%
增持
NVDA
NVIDIA CORPORATION
+$41.9K
1,906
+2%
增持
PFE
PFIZER INC
-$37.3K
11,489
+1%
减持
TSLA
TESLA INC
-$36.8K
1,282
-6%
减持
AMGN
AMGEN INC
+$33.2K
1,166
-8%
增持
NOBL
PROSHARES TR
-$32.7K
5,945
+0%
减持
JNJ
JOHNSON & JOHNSON
-$32.6K
1,739
-5%
减持
—
LAM RESEARCH CORP
-$32.5K
423
-9%
增持
PEP
PEPSICO INC
-$32.3K
2,519
+2%
减持
SBUX
STARBUCKS CORP
-$32.3K
2,477
-5%
减持
CFO
VICTORY PORTFOLIOS II
-$31.9K
10,299
-1%
增持
MRK
MERCK & CO INC
-$31.1K
5,329
+6%
减持
QCOM
QUALCOMM INC
-$31.1K
2,077
-6%
增持
SRE
SEMPRA
-$29.6K
6,214
+100%
减持
ARKK
ARK ETF TR
-$24.2K
5,294
-0%
增持
INTC
INTEL CORP
+$21.9K
7,588
+2%
减持
KRMA
GLOBAL X FDS
-$20.2K
11,247
-2%
减持
EFAV
ISHARES TR
-$19.9K
4,485
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$19.7K
2,162
+11%
增持
HD
HOME DEPOT INC
-$19.0K
2,711
+0%
减持
—
EXXON MOBIL CORP
+$18.4K
1,886
-1%
减持
FLOT
ISHARES TR
-$17.9K
4,932
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$17.6K
2,072
-0%
增持
IVV
ISHARES TR
+$17.5K
759
+10%
增持
PG
PROCTER AND GAMBLE CO
-$17.3K
4,773
+2%
减持
CMCSA
COMCAST CORP NEW
+$15.6K
7,015
-1%
减持
GOOG
ALPHABET INC
-$15.4K
1,664
-14%
增持
VOO
VANGUARD INDEX FDS
+$14.7K
643
+10%
增持
MCD
MCDONALDS CORP
-$14.3K
1,398
+9%
增持
BUFB
INNOVATOR ETFS TR
+$13.3K
32,011
+4%
减持
MTUM
ISHARES TR
-$13.1K
2,254
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$12.5K
3,659
+6%
减持
BIL
SPDR SER TR
-$9.9K
17,096
-1%
减持
CSCO
CISCO SYS INC
+$9.0K
8,388
-2%
增持
—
ADVISORSHARES TR
+$8.8K
61,258
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$7.4K
1,653
-0%
增持
SPYM
SPDR SER TR
-$7.1K
100,118
+4%
减持
—
ACCENTURE PLC IRELAND
-$6.2K
2,295
-0%
减持
UNP
UNION PAC CORP
-$4.3K
2,882
-0%
增持
HEGD
LISTED FD TR
+$2.9K
59,310
+2%
增持
SPY
SPDR S&P 500 ETF TR
-$2.5K
2,007
+3%
增持
AGZD
WISDOMTREE TR
+$699
17,462
+100%
