小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 128 项
建仓 10
增持 53
减持 59
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
CALF
PACER FDS TR
-$61.2M
320,345
-82%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$48.8M
800,677
增持
SPYG
SPDR SER TR
+$17.7M
1,289,823
+16%
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
LGLV
SPDR SER TR
+$13.9M
610,147
+4%
增持
SPTM
SPDR SER TR
+$13.2M
1,503,621
+8%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$6.8M
697,217
+4%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$6.5M
883,099
+17%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$6.3M
194,344
+17%
增持
JAAA
JANUS DETROIT STR TR
+$4.9M
744,329
+15%
增持
ICOW
PACER FDS TR
+$4.2M
1,685,728
+4%
增持
HYMB
SPDR SER TR
+$3.8M
380,862
+55%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.8M
219,384
+30%
增持
USMV
ISHARES TR
+$1.9M
208,087
+2%
增持
SPHY
SPDR SER TR
+$1.4M
815,784
+4%
减持
AAPL
APPLE INC
+$1.1M
51,361
-0%
减持
BX
BLACKSTONE INC
+$1.1M
36,009
-0%
减持
SPMD
SPDR SER TR
+$535.2K
176,105
-1%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$534.2K
128,443
+1%
增持
MMIN
NEW YORK LIFE INVTS ACTIVE E
+$470.0K
35,850
+109%
建仓
AJUL
INNOVATOR ETFS TRUST
+$461.7K
17,146
建仓
VZ
VERIZON COMMUNICATIONS INC
+$451.1K
10,045
增持
T
AT&T INC
+$424.5K
33,152
+108%
减持
BA
BOEING CO
-$394.9K
8,414
-9%
减持
BIL
SPDR SER TR
-$390.6K
7,545
-36%
建仓
EFV
ISHARES TR
+$385.7K
6,704
增持
ABBV
ABBVIE INC
+$374.6K
14,374
+0%
减持
PG
PROCTER AND GAMBLE CO
-$317.9K
8,130
-22%
建仓
HUBG
HUB GROUP INC
+$313.6K
6,900
增持
WMT
WALMART INC
+$299.8K
21,012
+2%
清仓
TLT
ISHARES TR
-$290.7K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$276.4K
18,072
-0%
清仓
KLAC
KLA CORP
-$271.3K
0
-100%
减持
MSFT
MICROSOFT CORP
-$271.2K
12,729
-1%
建仓
SPSM
SPDR SER TR
+$267.8K
5,884
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$241.7K
5,651
-3%
增持
HD
HOME DEPOT INC
+$241.7K
3,389
+3%
清仓
INTC
INTEL CORP
-$236.3K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$236.0K
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$233.9K
1,549
增持
UNH
UNITEDHEALTH GROUP INC
+$233.6K
2,793
+2%
清仓
BAC
BANK AMERICA CORP
-$226.4K
0
-100%
建仓
PSN
PARSONS CORP DEL
+$223.8K
2,159
减持
AEE
AMEREN CORP
+$220.6K
14,225
-1%
建仓
SBUX
STARBUCKS CORP
+$220.1K
2,258
减持
MUB
ISHARES TR
-$208.7K
11,795
-16%
增持
BUFB
INNOVATOR ETFS TRUST
+$206.3K
59,184
+9%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$205.9K
744
增持
—
ISHARES TR
+$204.9K
30,577
+35%
增持
BINC
BLACKROCK ETF TRUST II
+$202.9K
8,118
+83%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$188.9K
38,520
-3%
增持
V
VISA INC
+$185.9K
10,514
+2%
增持
IUSB
ISHARES TR
+$167.9K
15,753
+24%
减持
MDYG
SPDR SER TR
+$157.7K
51,948
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$151.3K
2,677
+1%
减持
NVDA
NVIDIA CORPORATION
-$139.7K
24,123
-3%
增持
IT
GARTNER INC
+$132.9K
2,264
+0%
增持
IBDV
ISHARES TR
+$132.6K
24,012
+28%
减持
DVY
ISHARES TR
+$127.0K
11,573
-3%
增持
VTV
VANGUARD INDEX FDS
+$125.4K
3,671
+14%
减持
—
LAM RESEARCH CORP
-$113.2K
433
-1%
减持
CVX
CHEVRON CORP NEW
-$112.5K
1,426
-31%
减持
ABT
ABBOTT LABS
+$111.0K
12,729
-1%
增持
AVGO
BROADCOM INC
+$106.0K
9,692
+894%
增持
ESGU
ISHARES TR
+$99.9K
4,542
+15%
减持
AMZN
AMAZON COM INC
-$98.9K
12,585
-0%
减持
MA
MASTERCARD INCORPORATED
+$98.9K
2,298
-2%
增持
KRMA
GLOBAL X FDS
+$98.4K
12,217
+19%
减持
QCOM
QUALCOMM INC
-$98.0K
1,997
-9%
减持
EMR
EMERSON ELEC CO
-$90.8K
1,886
-30%
减持
TSLA
TESLA INC
+$85.6K
1,633
-5%
增持
IBDW
ISHARES TR
+$76.4K
13,493
+30%
减持
QUAL
ISHARES TR
+$76.1K
9,872
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$74.9K
5,885
+2%
增持
NEE
NEXTERA ENERGY INC
+$74.1K
4,870
+2%
增持
UNP
UNION PAC CORP
+$72.0K
2,789
+3%
增持
GOOGL
ALPHABET INC
-$71.3K
4,516
+0%
增持
JNJ
JOHNSON & JOHNSON
+$66.6K
2,023
+13%
减持
MRK
MERCK & CO INC
-$65.5K
5,204
-2%
减持
META
META PLATFORMS INC
+$61.0K
996
-1%
减持
MCD
MCDONALDS CORP
+$54.6K
1,382
-4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$52.1K
18,236
+0%
增持
ORCL
ORACLE CORP
+$51.9K
1,583
+3%
减持
QQQ
INVESCO QQQ TR
+$47.9K
33,416
-2%
增持
COP
CONOCOPHILLIPS
-$46.3K
5,847
+1%
减持
XMLV
INVESCO EXCH TRADED FD TR II
+$45.6K
8,472
-1%
清仓
XNROX
NEUBERGER BERMAN REAL ESTATE
-$45.4K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$45.3K
4,871
+5%
减持
NEAR
ISHARES U S ETF TR
-$43.7K
13,534
-8%
减持
IVW
ISHARES TR
-$43.0K
17,436
-6%
减持
IEMG
ISHARES INC
-$42.4K
3,694
-22%
增持
SRE
SEMPRA
+$41.3K
5,392
+0%
增持
SOXX
ISHARES TR
+$40.9K
1,368
+23%
减持
IYW
ISHARES TR
-$40.8K
1,333
-17%
增持
KO
COCA COLA CO
+$39.4K
3,388
+6%
增持
PSX
PHILLIPS 66
-$37.3K
3,848
+0%
增持
EFAV
ISHARES TR
+$35.5K
4,469
+1%
减持
FMB
FIRST TR EXCHANGE-TRADED FD
-$35.5K
44,434
-3%
减持
NOBL
PROSHARES TR
+$34.1K
5,081
-4%
增持
GOOG
ALPHABET INC
-$33.5K
2,718
+2%
增持
IJH
ISHARES TR
+$32.0K
8,226
+0%
减持
CSCO
CISCO SYS INC
+$31.0K
8,871
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$29.7K
1,814
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$28.2K
1,858
-0%
减持
AMP
AMERIPRISE FINL INC
+$22.5K
579
-1%
减持
XTN
SPDR SER TR
-$21.8K
9,353
-8%
减持
WM
WASTE MGMT INC DEL
-$19.4K
2,268
-1%
减持
IVE
ISHARES TR
+$19.2K
1,312
-0%
减持
IWP
ISHARES TR
+$19.1K
2,766
-0%
减持
DYNF
BLACKROCK ETF TRUST
+$17.6K
11,020
-2%
减持
HON
HONEYWELL INTL INC
-$16.5K
1,013
-4%
减持
ACWI
ISHARES TR
+$16.1K
4,427
-3%
增持
MBB
ISHARES TR
+$15.9K
2,742
+2%
增持
USHY
ISHARES TR
+$15.4K
11,028
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$15.3K
6,270
+0%
增持
PEP
PEPSICO INC
+$15.2K
2,924
+0%
减持
ACWV
ISHARES INC
-$15.1K
3,149
-12%
减持
DGRO
ISHARES TR
+$14.7K
5,043
-4%
减持
SCHZ
SCHWAB STRATEGIC TR
+$12.9K
9,598
-1%
减持
MTUM
ISHARES TR
+$12.8K
1,893
-1%
减持
EFG
ISHARES TR
-$12.2K
4,285
-7%
增持
PFE
PFIZER INC
+$10.9K
10,859
+0%
减持
HEGD
LISTED FD TR
+$8.8K
12,976
-1%
减持
MAR
MARRIOTT INTL INC NEW
+$7.5K
1,812
-1%
减持
SPYM
SPDR SER TR
+$6.2K
81,583
-5%
减持
HYD
VANECK ETF TRUST
-$4.5K
6,544
-4%
减持
COST
COSTCO WHSL CORP NEW
+$1.9K
286
-3%
减持
—
EXXON MOBIL CORP
+$1.2K
2,993
-1%
减持
WPC
WP CAREY INC
+$856
3,421
-11%
