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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 117 项
建仓 11
增持 62
减持 39
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
CALF
PACER FDS TR
+$79.6M
1,658,337
增持
SPTM
SPDR SER TR
+$72.3M
1,304,419
+1623%
减持
SPSM
SPDR SER TR
-$66.2M
5,069
-100%
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。
减持
VTV
VANGUARD INDEX FDS
-$63.5M
3,475
-99%
建仓
ICOW
PACER FDS TR
+$47.9M
1,533,681
减持
ACWV
ISHARES INC
-$22.1M
4,452
-98%
清仓
OPPE
WISDOMTREE TR
-$21.5M
0
-100%
增持
BIL
SPDR SER TR
+$11.0M
137,203
+703%
增持
SPMD
SPDR SER TR
+$7.0M
1,361,852
+0%
减持
LGLV
SPDR SER TR
+$6.3M
571,299
-0%
减持
SPYG
SPDR SER TR
+$5.6M
1,102,722
-1%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$4.0M
14,751
-40%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$3.9M
122,908
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.6M
160,873
+1%
清仓
—
ADVISORSHARES TR
-$2.0M
0
-100%
清仓
SPEM
SPDR INDEX SHS FDS
-$1.8M
0
-100%
清仓
CWB
SPDR SER TR
-$1.6M
0
-100%
减持
QQQ
INVESCO QQQ TR
+$1.2M
35,378
-5%
增持
BX
BLACKSTONE INC
+$1.1M
35,497
+7%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.0M
729,800
+0%
减持
AAPL
APPLE INC
+$930.4K
45,875
-1%
减持
USMV
ISHARES TR
+$899.7K
203,227
-2%
增持
TJUL
INNOVATOR ETFS TR
+$896.4K
54,841
+162%
增持
SPYM
SPDR SER TR
+$854.6K
105,305
+5%
增持
MSFT
MICROSOFT CORP
+$778.4K
10,072
+6%
增持
BA
BOEING CO
+$685.3K
9,823
+0%
减持
DVY
ISHARES TR
-$661.0K
12,649
-36%
增持
MCO
MOODYS CORP
+$509.7K
6,767
+0%
减持
FMB
FIRST TR EXCH TRADED FD III
+$459.3K
191,916
-1%
减持
MDYG
SPDR SER TR
-$452.4K
78,432
-15%
增持
BUFB
INNOVATOR ETFS TR
+$439.7K
45,237
+41%
减持
SPHY
SPDR SER TR
+$415.5K
754,681
-2%
增持
AVGO
BROADCOM INC
+$410.8K
1,022
+16%
增持
AMZN
AMAZON COM INC
+$405.5K
11,676
+8%
增持
V
VISA INC
+$354.4K
10,316
+2%
减持
VTI
VANGUARD INDEX FDS
+$339.3K
18,284
-3%
建仓
HYD
VANECK ETF TRUST
+$329.5K
6,381
增持
—
ISHARES TR
+$328.8K
774,124
+0%
建仓
META
META PLATFORMS INC
+$269.4K
761
建仓
VGT
VANGUARD WORLD FDS
+$267.7K
553
增持
MUB
ISHARES TR
+$229.6K
19,294
+6%
增持
NVDA
NVIDIA CORPORATION
+$226.2K
2,131
+12%
建仓
XNTK
SPDR SER TR
+$224.2K
1,366
建仓
—
TE CONNECTIVITY LTD
+$217.6K
1,549
清仓
SUB
ISHARES TR
-$215.6K
0
-100%
增持
IT
GARTNER INC
+$214.5K
1,963
+1%
建仓
SOXX
ISHARES TR
+$213.7K
371
建仓
IYW
ISHARES TR
+$207.6K
1,691
建仓
HON
HONEYWELL INTL INC
+$203.5K
971
建仓
IBDS
ISHARES TR
+$202.1K
8,446
增持
ABT
ABBOTT LABS
+$179.2K
12,693
+1%
减持
QUAL
ISHARES TR
+$160.2K
10,503
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$156.0K
4,466
-9%
增持
VOO
VANGUARD INDEX FDS
+$153.3K
929
+44%
增持
ABBV
ABBVIE INC
+$150.2K
13,941
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$147.1K
2,689
+7%
增持
TLT
ISHARES TR
+$141.0K
4,410
+33%
增持
JPM
JPMORGAN CHASE & CO
+$133.2K
3,491
+10%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$129.4K
40,989
-1%
减持
T
AT&T INC
-$123.0K
16,421
-38%
增持
—
ACCENTURE PLC IRELAND
+$123.0K
2,359
+3%
增持
INTC
INTEL CORP
+$122.0K
7,796
+3%
增持
IVW
ISHARES TR
+$119.0K
13,998
+3%
减持
UNP
UNION PAC CORP
+$116.3K
2,863
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$113.5K
4,461
+2%
减持
HD
HOME DEPOT INC
+$113.4K
2,691
-1%
增持
TFLO
ISHARES TR
+$112.0K
11,391
+25%
增持
GOOGL
ALPHABET INC
+$110.8K
3,511
+21%
减持
EFG
ISHARES TR
-$109.4K
3,730
-32%
减持
HYMB
SPDR SER TR
+$107.0K
219,245
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$105.5K
2,027
+1%
减持
AEE
AMEREN CORP
-$104.9K
16,464
-5%
增持
PG
PROCTER AND GAMBLE CO
+$104.5K
5,464
+14%
增持
GOOG
ALPHABET INC
+$89.2K
2,190
+32%
减持
HEGD
LISTED FD TR
-$83.0K
50,786
-14%
增持
QCOM
QUALCOMM INC
+$77.0K
2,127
+2%
增持
CBSH
COMMERCE BANCSHARES INC
+$75.0K
9,729
+5%
增持
—
LAM RESEARCH CORP
+$74.1K
433
+2%
减持
XTN
SPDR SER TR
-$71.4K
11,213
-17%
减持
PFE
PFIZER INC
-$70.8K
10,779
-6%
增持
MA
MASTERCARD INCORPORATED
+$70.6K
1,996
+1%
增持
TSLA
TESLA INC
+$60.6K
1,535
+20%
增持
MCD
MCDONALDS CORP
+$55.7K
1,430
+2%
增持
CVX
CHEVRON CORP NEW
+$55.3K
1,784
+43%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$54.2K
2,187
+6%
减持
ARKK
ARK ETF TR
+$52.9K
5,021
-5%
增持
MRK
MERCK & CO INC
+$47.6K
5,469
+3%
减持
WM
WASTE MGMT INC DEL
+$41.4K
2,268
-5%
增持
MTUM
ISHARES TR
+$41.1K
2,269
+1%
增持
NOBL
PROSHARES TR
+$40.4K
5,954
+0%
减持
SRE
SEMPRA
+$39.9K
6,191
-0%
增持
IWP
ISHARES TR
+$38.8K
2,951
+0%
减持
CSCO
CISCO SYS INC
-$38.6K
8,162
-3%
增持
EFV
ISHARES TR
+$35.1K
9,166
+1%
减持
KRMA
GLOBAL X FDS
+$35.0K
11,103
-1%
减持
WPC
WP CAREY INC
+$34.0K
5,269
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$33.1K
3,683
+1%
增持
AMGN
AMGEN INC
+$31.1K
1,196
+3%
增持
IUSB
ISHARES TR
+$29.6K
9,280
+2%
增持
SO
SOUTHERN CO
+$28.1K
3,936
+3%
增持
NEE
NEXTERA ENERGY INC
+$27.8K
5,465
+3%
增持
IEMG
ISHARES INC
+$24.8K
5,893
+3%
增持
JNJ
JOHNSON & JOHNSON
+$24.1K
1,882
+8%
增持
DGRO
ISHARES TR
+$23.2K
5,293
+0%
增持
MBB
ISHARES TR
+$19.5K
2,734
+2%
减持
ESGU
ISHARES TR
+$18.7K
4,991
-7%
减持
CFO
VICTORY PORTFOLIOS II
-$16.4K
9,729
-6%
增持
PEP
PEPSICO INC
+$15.4K
2,604
+3%
增持
SBUX
STARBUCKS CORP
+$14.6K
2,507
+1%
增持
CMCSA
COMCAST CORP NEW
+$13.7K
7,405
+6%
增持
—
EXXON MOBIL CORP
-$10.2K
2,116
+12%
减持
BSV
VANGUARD BD INDEX FDS
-$9.9K
3,307
-6%
减持
IJH
ISHARES TR
+$8.8K
1,716
-8%
增持
WMT
WALMART INC
+$6.7K
6,307
+2%
减持
SCHZ
SCHWAB STRATEGIC TR
+$4.6K
9,902
-4%
减持
XMLV
INVESCO EXCH TRADED FD TR II
+$870
8,874
-7%
减持
NEAR
ISHARES U S ETF TR
-$13
15,343
-1%
