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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 147 项
建仓 13
增持 66
减持 59
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
CALF
PACER FDS TR
-$13.4M
0
-100%
减持
SPYG
SPDR SER TR
-$11.9M
1,263,855
-2%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$11.4M
640,298
-10%
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
SPSM
SPDR SER TR
+$11.0M
275,305
+4818%
增持
LGLV
SPDR SER TR
+$10.7M
646,054
+5%
减持
JAAA
JANUS DETROIT STR TR
-$8.3M
633,534
-21%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$7.3M
755,850
-8%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$4.6M
191,973
-3%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.2M
985,094
+7%
减持
ICOW
PACER FDS TR
+$2.7M
1,712,205
-2%
建仓
GSUS
GOLDMAN SACHS ETF TR
+$2.7M
34,584
增持
BUFB
INNOVATOR ETFS TRUST
+$2.6M
151,099
+131%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$2.6M
125,838
-3%
增持
SPTM
SPDR SER TR
-$2.1M
1,588,150
+3%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
4,732
+424%
减持
QQQ
INVESCO QQQ TR
-$1.6M
32,614
-1%
建仓
FENI
FIDELITY COVINGTON TRUST
+$1.6M
53,879
增持
AAPL
APPLE INC
-$1.4M
53,860
+1%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$1.2M
34,745
增持
SPMD
SPDR SER TR
+$1.1M
203,085
+20%
减持
MRGR
PROSHARES TR
-$1.0M
20,790
-55%
减持
SPHY
SPDR SER TR
-$995.5K
798,966
-5%
减持
USMV
ISHARES TR
+$944.8K
208,815
-0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$799.2K
251,525
+7%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$747.3K
6,789
减持
FMB
FIRST TR EXCH TRADED FD III
-$736.5K
28,675
-33%
减持
MSFT
MICROSOFT CORP
-$661.7K
12,807
-1%
建仓
SUB
ISHARES TR
+$653.2K
6,186
增持
AVGO
BROADCOM INC
-$552.8K
11,048
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$552.8K
1,584
-42%
增持
LLY
ELI LILLY & CO
+$541.1K
1,032
+156%
增持
NVDA
NVIDIA CORPORATION
-$481.4K
27,219
+7%
增持
ABBV
ABBVIE INC
+$472.6K
14,838
+0%
减持
MDYG
SPDR SER TR
-$470.8K
50,583
-2%
减持
SPYM
SPDR SER TR
-$418.0K
76,961
-3%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$385.8K
7,587
增持
V
VISA INC
+$350.2K
10,098
+0%
清仓
—
MOBIX LABS INC
-$312.8K
0
-100%
建仓
SPTL
SPDR SER TR
+$287.2K
10,534
建仓
GEM
GOLDMAN SACHS ETF TR
+$285.3K
8,599
建仓
GIGB
GOLDMAN SACHS ETF TR
+$273.8K
5,984
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$267.7K
2,611
+5%
减持
AMD
ADVANCED MICRO DEVICES INC
-$265.3K
3,162
-35%
增持
VTI
VANGUARD INDEX FDS
-$264.7K
18,030
+0%
增持
BX
BLACKSTONE INC
-$262.9K
44,742
+18%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$256.7K
0
-100%
增持
AMZN
AMAZON COM INC
-$254.7K
15,718
+6%
减持
MUB
ISHARES TR
-$248.4K
7,518
-23%
建仓
IEMG
ISHARES INC
+$244.1K
4,523
减持
ABT
ABBOTT LABS
+$241.7K
12,850
-1%
减持
BA
BOEING CO
-$237.8K
7,370
-13%
清仓
EMR
EMERSON ELEC CO
-$236.2K
0
-100%
清仓
NFLX
NETFLIX INC
-$222.8K
0
-100%
清仓
IWM
ISHARES TR
-$213.2K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$212.3K
2,272
清仓
—
TE CONNECTIVITY PLC
-$210.7K
0
-100%
增持
T
AT&T INC
+$207.0K
31,169
+5%
建仓
GCOR
GOLDMAN SACHS ETF TR
+$204.0K
4,950
建仓
AEP
AMERICAN ELEC PWR CO INC
+$202.9K
1,857
清仓
NUMG
NUSHARES ETF TR
-$202.4K
0
-100%
清仓
IYW
ISHARES TR
-$202.0K
0
-100%
减持
IVW
ISHARES TR
-$171.9K
16,977
-1%
减持
EFG
ISHARES TR
-$169.3K
2,917
-39%
增持
MSTR
MICROSTRATEGY INC
+$167.3K
1,336
+78%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$164.3K
5,485
+1%
减持
IT
GARTNER INC
-$149.9K
2,256
-0%
增持
IVE
ISHARES TR
+$133.4K
1,994
+54%
增持
GOOGL
ALPHABET INC
-$125.1K
5,114
+6%
增持
TSLA
TESLA INC
-$120.3K
1,909
+25%
减持
HD
HOME DEPOT INC
-$115.4K
3,296
-3%
减持
XTN
SPDR SER TR
-$115.3K
8,836
-0%
减持
—
ACCENTURE PLC IRELAND
-$113.5K
2,334
-2%
减持
QUAL
ISHARES TR
-$107.5K
9,452
-2%
减持
IJH
ISHARES TR
-$101.6K
7,824
-13%
减持
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$96.4K
27,180
-12%
增持
META
META PLATFORMS INC
+$88.3K
1,362
+14%
减持
SPY
SPDR S&P 500 ETF TR
-$86.5K
1,704
-4%
增持
SRE
SEMPRA
-$81.1K
5,506
+2%
增持
JNJ
JOHNSON & JOHNSON
+$81.1K
2,014
+15%
增持
GOOG
ALPHABET INC
-$80.3K
2,800
+3%
增持
AMGN
AMGEN INC
+$76.6K
1,223
+5%
增持
MA
MASTERCARD INCORPORATED
+$74.1K
2,307
+2%
增持
CVX
CHEVRON CORP NEW
+$74.0K
2,464
+6%
增持
WM
WASTE MGMT INC DEL
+$72.8K
2,247
+1%
增持
MAR
MARRIOTT INTL INC NEW
-$71.4K
1,822
+1%
增持
MCD
MCDONALDS CORP
+$70.2K
2,408
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$69.4K
7,196
+2%
减持
MRK
MERCK & CO INC
-$69.3K
4,682
-5%
减持
AJG
GALLAGHER ARTHUR J & CO
+$68.7K
1,203
-1%
增持
COP
CONOCOPHILLIPS
+$66.8K
6,227
+5%
减持
IUSB
ISHARES TR
-$62.1K
10,805
-13%
减持
PFE
PFIZER INC
-$53.8K
8,538
-16%
增持
KO
COCA COLA CO
+$52.2K
3,610
+9%
增持
MCO
MOODYS CORP
-$52.1K
6,910
+0%
减持
ESGU
ISHARES TR
-$51.9K
4,193
-4%
减持
DYNF
BLACKROCK ETF TRUST
-$51.6K
9,891
-5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$47.6K
17,538
-4%
增持
SO
SOUTHERN CO
+$46.5K
4,576
+1%
增持
PSX
PHILLIPS 66
+$45.2K
3,938
+2%
减持
KRMA
GLOBAL X FDS
-$42.7K
11,836
-4%
减持
HEGD
LISTED FD TR
-$42.5K
11,001
-13%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$41.4K
34,399
-8%
增持
—
EXXON MOBIL CORP
+$38.6K
3,391
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$38.4K
2,510
+1%
增持
WMT
WALMART INC
+$36.7K
22,275
+5%
增持
UNP
UNION PAC CORP
+$36.6K
2,799
+2%
增持
EFAV
ISHARES TR
+$35.9K
4,013
+3%
减持
VTV
VANGUARD INDEX FDS
-$35.5K
3,762
-7%
增持
SOXX
ISHARES TR
-$33.7K
1,454
+2%
减持
IVV
ISHARES TR
-$33.7K
775
-3%
减持
MBB
ISHARES TR
-$32.0K
2,290
-15%
增持
AJUL
INNOVATOR ETFS TRUST
+$30.6K
20,353
+7%
增持
PLTK
PLAYTIKA HLDG CORP
-$28.3K
16,938
+1%
减持
PFFD
GLOBAL X FDS
-$26.2K
20,252
-4%
增持
AMP
AMERIPRISE FINL INC
-$25.7K
584
+1%
增持
NEAR
ISHARES U S ETF TR
+$24.9K
13,692
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$24.8K
6,625
-4%
减持
SCHZ
SCHWAB STRATEGIC TR
-$22.7K
17,622
-7%
增持
VGT
VANGUARD WORLD FD
-$22.3K
563
+7%
增持
NOBL
PROSHARES TR
+$20.8K
5,164
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$20.6K
1,956
+7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$20.2K
779
+5%
增持
COST
COSTCO WHSL CORP NEW
+$19.9K
458
+2%
增持
HYMB
SPDR SER TR
+$19.7K
423,089
+2%
增持
SBUX
STARBUCKS CORP
+$19.7K
2,304
+2%
增持
BINC
BLACKROCK ETF TRUST II
+$18.9K
8,218
+4%
减持
PG
PROCTER AND GAMBLE CO
+$18.0K
9,053
-0%
减持
DVY
ISHARES TR
-$16.7K
11,864
-3%
减持
ACWV
ISHARES INC
+$16.5K
2,342
-0%
增持
CAT
CATERPILLAR INC
-$15.9K
977
+5%
减持
EFV
ISHARES TR
-$14.5K
5,440
-15%
增持
ORCL
ORACLE CORP
-$14.0K
1,787
+13%
减持
PEP
PEPSICO INC
-$11.8K
2,711
-1%
增持
BAC
BANK AMERICA CORP
+$9.8K
5,743
+10%
增持
NEE
NEXTERA ENERGY INC
+$9.5K
5,033
+4%
增持
DGRO
ISHARES TR
+$8.6K
5,095
+2%
减持
CFO
VICTORY PORTFOLIOS II
-$8.1K
8,445
-1%
减持
AEE
AMEREN CORP
+$7.4K
12,625
-11%
增持
HON
HONEYWELL INTL INC
-$7.1K
1,063
+3%
减持
TJUL
INNOVATOR ETFS TRUST
-$7.0K
61,311
-1%
减持
CSCO
CISCO SYS INC
-$6.9K
8,452
-5%
增持
BIL
SPDR SER TR
+$5.1K
6,766
+1%
增持
CMCSA
COMCAST CORP NEW
-$4.2K
7,925
+0%
减持
QCOM
QUALCOMM INC
-$3.9K
1,972
-1%
减持
LRCX
LAM RESEARCH CORP
-$2.5K
4,360
-1%
减持
—
ISHARES TR
+$974
10,738
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$209
1,556
-6%
