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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 129 项
建仓 17
增持 55
减持 51
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$72.3M
656,813
减持
SPMD
SPDR SER TR
-$56.7M
180,609
-87%
建仓
JAAA
JANUS DETROIT STR TR
+$31.2M
615,193
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
—
ISHARES TR
-$18.6M
22,226
-97%
减持
BIL
SPDR SER TR
-$11.0M
16,376
-88%
增持
SPTM
SPDR SER TR
+$9.7M
1,339,060
+3%
增持
SPYG
SPDR SER TR
+$9.3M
1,108,224
+0%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$7.9M
156,026
减持
FMB
FIRST TR EXCH TRADED FD III
-$7.3M
50,222
-74%
增持
LGLV
SPDR SER TR
+$7.0M
576,676
+1%
增持
CALF
PACER FDS TR
+$3.5M
1,692,143
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.6M
162,418
+1%
增持
ICOW
PACER FDS TR
+$2.3M
1,571,558
+2%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$2.1M
124,017
+1%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
13,450
+146%
减持
MDYG
SPDR SER TR
-$1.3M
52,530
-33%
减持
USMV
ISHARES TR
+$1.1M
202,468
-0%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0M
17,736
增持
MSFT
MICROSOFT CORP
+$1.0M
11,434
+14%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
2,296
+8%
减持
QQQ
INVESCO QQQ TR
+$936.9K
34,740
-2%
建仓
MRGR
PROSHARES TR
+$805.1K
19,937
减持
BA
BOEING CO
-$767.4K
9,291
-5%
增持
AAPL
APPLE INC
-$719.2K
47,313
+3%
减持
HEGD
LISTED FD TR
-$705.3K
13,797
-73%
清仓
TFLO
ISHARES TR
-$574.9K
0
-100%
建仓
DYNF
BLACKROCK ETF TRUST
+$486.1K
10,948
减持
MUB
ISHARES TR
-$478.8K
14,989
-22%
增持
VOO
VANGUARD INDEX FDS
+$453.1K
1,787
+92%
建仓
—
MOBIX LABS INC
+$443.4K
220,590
增持
AMZN
AMAZON COM INC
+$432.4K
12,232
+5%
增持
ABBV
ABBVIE INC
+$432.3K
14,238
+2%
增持
HYMB
SPDR SER TR
+$420.0K
232,265
+6%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$391.7K
739,199
+1%
增持
SPHY
SPDR SER TR
+$384.3K
768,487
+2%
减持
VTI
VANGUARD INDEX FDS
+$375.7K
18,134
-1%
减持
SPYM
SPDR SER TR
-$369.0K
89,673
-15%
建仓
MMIN
INDEXIQ ACTIVE ETF TR
+$366.4K
15,078
增持
BUFB
INNOVATOR ETFS TRUST
+$344.9K
54,477
+20%
清仓
IEMG
ISHARES INC
-$298.1K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$296.5K
1,186
增持
IVW
ISHARES TR
+$283.3K
15,805
+13%
建仓
VO
VANGUARD INDEX FDS
+$255.9K
1,024
清仓
FLOT
ISHARES TR
-$249.7K
0
-100%
清仓
ONEQ
FIDELITY COMWLTH TR
-$245.3K
0
-100%
增持
WMT
WALMART INC
+$240.9K
20,530
+226%
清仓
SBUX
STARBUCKS CORP
-$240.7K
0
-100%
建仓
BINC
BLACKROCK ETF TRUST II
+$237.5K
4,527
建仓
EMR
EMERSON ELEC CO
+$236.6K
2,086
增持
TJUL
INNOVATOR ETFS TRUST
+$228.8K
62,204
+13%
建仓
IVE
ISHARES TR
+$224.5K
1,202
建仓
OLN
OLIN CORP
+$216.3K
3,679
清仓
SPSM
SPDR SER TR
-$213.8K
0
-100%
建仓
BSEP
INNOVATOR ETFS TRUST
+$205.6K
5,233
建仓
PSX
PHILLIPS 66
+$204.9K
1,254
增持
JPM
JPMORGAN CHASE & CO
+$204.6K
3,986
+14%
增持
IUSB
ISHARES TR
+$202.7K
13,824
+49%
建仓
IBDW
ISHARES TR
+$200.3K
9,777
增持
V
VISA INC
+$198.3K
10,334
+0%
增持
HD
HOME DEPOT INC
+$184.5K
2,912
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$181.7K
2,287
+5%
减持
AVGO
BROADCOM INC
+$174.1K
992
-3%
增持
META
META PLATFORMS INC
+$174.0K
913
+20%
增持
MA
MASTERCARD INCORPORATED
+$169.6K
2,120
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$169.4K
4,586
+3%
减持
EFV
ISHARES TR
-$158.2K
5,870
-36%
减持
TLT
ISHARES TR
-$135.9K
3,172
-28%
增持
GOOGL
ALPHABET INC
+$130.0K
4,111
+17%
增持
TSLA
TESLA INC
-$104.7K
1,574
+3%
减持
QUAL
ISHARES TR
+$102.0K
10,024
-5%
增持
HYD
VANECK ETF TRUST
+$100.1K
8,219
+29%
增持
GOOG
ALPHABET INC
+$99.4K
2,680
+22%
减持
MRK
MERCK & CO INC
+$96.0K
5,246
-4%
增持
—
EXXON MOBIL CORP
+$84.9K
2,550
+21%
增持
BX
BLACKSTONE INC
+$79.3K
35,979
+1%
减持
SRE
SEMPRA
-$78.6K
5,347
-14%
增持
UNH
UNITEDHEALTH GROUP INC
-$74.5K
2,711
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$74.3K
1,984
-2%
增持
IBDV
ISHARES TR
+$69.8K
18,255
+23%
减持
INTC
INTEL CORP
-$67.8K
7,334
-6%
减持
MTUM
ISHARES TR
+$67.4K
2,260
-0%
减持
WPC
WP CAREY INC
-$62.2K
4,949
-6%
增持
CVX
CHEVRON CORP NEW
+$56.4K
2,045
+15%
增持
QCOM
QUALCOMM INC
+$54.2K
2,137
+0%
增持
ABT
ABBOTT LABS
+$52.7K
12,756
+0%
减持
ESGU
ISHARES TR
-$48.7K
4,131
-17%
增持
IVV
ISHARES TR
+$48.3K
782
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$46.7K
39,701
-3%
增持
VUG
VANGUARD INDEX FDS
+$44.7K
1,210
+1%
减持
MCD
MCDONALDS CORP
-$42.1K
1,354
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$41.9K
3,744
+2%
增持
CSCO
CISCO SYS INC
+$37.9K
9,021
+11%
增持
SOXX
ISHARES TR
+$37.7K
1,113
+200%
增持
IJH
ISHARES TR
+$36.7K
8,435
+392%
减持
NEAR
ISHARES U S ETF TR
-$36.0K
14,647
-5%
减持
NOBL
PROSHARES TR
+$35.8K
5,942
-0%
增持
PEP
PEPSICO INC
+$32.0K
2,710
+4%
减持
NEE
NEXTERA ENERGY INC
-$31.2K
4,705
-14%
减持
KRMA
GLOBAL X FDS
+$26.4K
10,968
-1%
增持
T
AT&T INC
+$26.3K
17,152
+4%
减持
XMLV
INVESCO EXCH TRADED FD TR II
+$24.8K
8,807
-1%
减持
VTV
VANGUARD INDEX FDS
+$22.1K
3,326
-4%
减持
SO
SOUTHERN CO
-$21.6K
3,546
-10%
减持
DFUV
DIMENSIONAL ETF TRUST
+$18.5K
6,261
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$18.2K
2,117
-2%
减持
PFE
PFIZER INC
-$18.0K
10,533
-2%
增持
EFAV
ISHARES TR
+$16.8K
4,625
+3%
增持
CMCSA
COMCAST CORP NEW
+$14.5K
7,826
+6%
减持
AMGN
AMGEN INC
-$13.8K
1,163
-3%
减持
IYW
ISHARES TR
+$12.8K
1,632
-3%
减持
ARKK
ARK ETF TR
-$11.6K
5,018
-0%
减持
ACWI
ISHARES TR
+$11.6K
4,635
-5%
减持
ACWV
ISHARES INC
-$11.3K
4,136
-7%
减持
—
ACCENTURE PLC IRELAND
-$10.5K
2,358
-0%
增持
JNJ
JOHNSON & JOHNSON
+$9.1K
1,923
+2%
减持
VGT
VANGUARD WORLD FD
+$7.7K
525
-5%
减持
IWP
ISHARES TR
+$7.6K
2,767
-6%
减持
XNTK
SPDR SER TR
-$7.2K
1,190
-13%
减持
DVY
ISHARES TR
-$6.6K
11,983
-5%
减持
EFG
ISHARES TR
+$6.5K
3,543
-5%
减持
BSV
VANGUARD BD INDEX FDS
-$5.8K
3,247
-2%
增持
SCHZ
SCHWAB STRATEGIC TR
-$4.9K
9,928
+0%
增持
MBB
ISHARES TR
-$3.1K
2,750
+1%
减持
USHY
ISHARES TR
+$2.4K
11,463
-0%
增持
UNP
UNION PAC CORP
+$2.1K
2,868
+0%
减持
AEE
AMEREN CORP
+$1.9K
16,129
-2%
增持
HON
HONEYWELL INTL INC
+$802
996
+3%
减持
CFO
VICTORY PORTFOLIOS II
-$565
8,943
-8%
减持
XTN
SPDR SER TR
+$281
11,047
-1%
