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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 148 项
建仓 12
增持 69
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$19.4M
7,731
-96%
增持
VOO
VANGUARD INDEX FDS
+$15.2M
133,552
+14%
减持
SPYG
SPDR SERIES TRUST
+$11.8M
1,299,719
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。
-0%
增持
FENI
FIDELITY COVINGTON TRUST
+$11.1M
2,275,130
+9%
增持
LGLV
SPDR SERIES TRUST
+$11.0M
746,658
+7%
增持
NEAR
ISHARES U S ETF TR
+$6.5M
168,784
+300%
减持
SPTM
SPDR SERIES TRUST
+$5.7M
1,507,600
-3%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$4.6M
819,349
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.3M
194,626
+1%
增持
AAPL
APPLE INC
+$3.0M
55,368
+2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.4M
106,229
+81%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.4M
1,045,340
+5%
增持
SUB
ISHARES TR
+$2.1M
36,991
+117%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$1.9M
121,207
-1%
减持
QQQ
INVESCO QQQ TR
+$1.5M
32,345
-1%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
33,274
+5%
增持
BUFB
INNOVATOR ETFS TRUST
+$1.2M
179,171
+16%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.1M
16,186
增持
IBDU
ISHARES TR
+$1.0M
158,792
+38%
增持
BX
BLACKSTONE INC
+$977.3K
45,666
+0%
增持
ABBV
ABBVIE INC
+$724.4K
14,986
+1%
建仓
FLRT
PACER FDS TR
+$682.7K
14,405
减持
AVGO
BROADCOM INC
+$678.8K
12,680
-0%
减持
JAAA
JANUS DETROIT STR TR
-$665.8K
618,500
-2%
减持
SPSM
SPDR SERIES TRUST
+$650.9K
248,473
-3%
增持
GOOGL
ALPHABET INC
+$623.2K
7,758
+8%
减持
USMV
ISHARES TR
-$543.1K
191,324
-4%
增持
HYD
VANECK ETF TRUST
+$515.1K
15,888
+172%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$498.7K
204,197
+3%
增持
MEAR
ISHARES U S ETF TR
+$465.4K
20,552
+80%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$456.8K
7,941
增持
SPYM
SPDR SERIES TRUST
+$427.3K
70,884
+1%
增持
MSFT
MICROSOFT CORP
+$416.0K
14,951
+1%
减持
—
ACCENTURE PLC IRELAND
-$397.4K
913
-56%
减持
IT
GARTNER INC
-$395.3K
1,973
-13%
增持
XTEN
BONDBLOXX ETF TRUST
+$348.4K
28,194
+35%
清仓
EFG
ISHARES TR
-$332.9K
0
-100%
增持
TSLA
TESLA INC
+$332.3K
2,173
+9%
减持
GSUS
GOLDMAN SACHS ETF TR
+$310.5K
53,819
-1%
建仓
SMH
VANECK ETF TRUST
+$277.1K
849
增持
JPM
JPMORGAN CHASE & CO.
+$253.4K
8,191
+2%
建仓
SHOP
SHOPIFY INC
+$244.3K
1,644
建仓
GE
GE AEROSPACE
+$241.6K
803
建仓
BAI
BLACKROCK ETF TRUST
+$224.2K
6,563
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$219.8K
3,668
建仓
GLD
SPDR GOLD TR
+$219.0K
616
建仓
AXP
AMERICAN EXPRESS CO
+$218.9K
659
建仓
GLDM
WORLD GOLD TR
+$216.3K
2,829
清仓
MBB
ISHARES TR
-$214.5K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$205.4K
6,858
+61%
建仓
MS
MORGAN STANLEY
+$202.9K
1,276
增持
GOOG
ALPHABET INC
+$195.8K
2,891
+1%
增持
WMT
WALMART INC
+$192.6K
25,069
+3%
增持
IVW
ISHARES TR
+$184.1K
16,576
+0%
减持
BIL
SPDR SERIES TRUST
-$169.4K
4,561
-29%
增持
ORCL
ORACLE CORP
+$166.5K
2,413
+3%
增持
LRCX
LAM RESEARCH CORP
+$151.9K
4,115
+0%
增持
AMZN
AMAZON COM INC
+$149.5K
18,810
+4%
增持
MSTR
STRATEGY INC
-$148.9K
2,821
+8%
减持
PG
PROCTER AND GAMBLE CO
-$141.9K
8,116
-7%
增持
DYNF
BLACKROCK ETF TRUST
+$139.8K
11,549
+16%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$121.2K
2,361
+4%
增持
GSLC
GOLDMAN SACHS ETF TR
+$103.7K
11,143
+0%
减持
HD
HOME DEPOT INC
+$102.6K
3,348
-2%
增持
CAT
CATERPILLAR INC
+$101.5K
1,037
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$100.2K
1,836
+7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$92.6K
10,765
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$91.6K
1,882
+0%
减持
IUSB
ISHARES TR
-$87.6K
6,576
-23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$84.0K
2,600
+3%
增持
PFFD
GLOBAL X FDS
+$82.5K
45,054
+7%
增持
TJUL
INNOVATOR ETFS TRUST
+$81.9K
62,862
+3%
增持
V
VISA INC
-$81.3K
10,393
+2%
增持
SRE
SEMPRA
+$81.0K
5,611
+0%
减持
HYMB
SPDR SERIES TRUST
-$76.9K
420,733
-1%
减持
JNJ
JOHNSON & JOHNSON
+$76.5K
2,433
-1%
增持
ESGU
ISHARES TR
+$75.2K
3,947
+7%
增持
PSX
PHILLIPS 66
+$72.1K
3,992
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$71.5K
3,026
+3%
增持
KRMA
GLOBAL X FDS
+$71.1K
10,936
+10%
增持
MCD
MCDONALDS CORP
+$64.5K
2,499
+5%
增持
MA
MASTERCARD INCORPORATED
+$62.2K
2,399
+3%
增持
IVE
ISHARES TR
+$56.4K
2,246
+8%
增持
META
META PLATFORMS INC
+$56.1K
1,820
+5%
减持
COST
COSTCO WHSL CORP NEW
-$53.6K
572
-3%
减持
FMB
FIRST TR EXCH TRADED FD III
-$50.8K
22,919
-6%
减持
VTV
VANGUARD INDEX FDS
-$50.2K
3,533
-12%
增持
CVX
CHEVRON CORP NEW
+$49.9K
1,784
+12%
减持
EOG
EOG RES INC
-$49.9K
3,144
-7%
增持
GEV
GE VERNOVA INC
+$49.7K
493
+3%
减持
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$49.5K
20,614
-11%
增持
RTX
RTX CORPORATION
+$47.7K
1,518
+7%
增持
COP
CONOCOPHILLIPS
+$47.0K
6,331
+3%
减持
WM
WASTE MGMT INC DEL
-$46.4K
2,164
-6%
减持
T
AT&T INC
-$45.3K
32,638
-2%
减持
BA
BOEING CO
+$45.0K
7,446
-0%
减持
SPHY
SPDR SERIES TRUST
+$40.3K
784,973
-0%
减持
KO
COCA COLA CO
-$38.9K
3,184
-10%
增持
BAC
BANK AMERICA CORP
+$38.6K
5,498
+6%
减持
HON
HONEYWELL INTL INC
-$36.7K
1,278
-3%
增持
IAGG
ISHARES TR
+$35.8K
7,049
+11%
减持
DVY
ISHARES TR
+$34.0K
11,153
-4%
减持
—
EXXON MOBIL CORP
-$33.5K
3,221
-12%
减持
SPMD
SPDR SERIES TRUST
+$32.8K
115,637
-4%
减持
ABT
ABBOTT LABS
-$31.3K
13,014
-0%
减持
AEE
AMEREN CORP
-$29.3K
11,310
-10%
减持
EFV
ISHARES TR
-$27.7K
6,799
-12%
减持
AMGN
AMGEN INC
-$26.9K
1,175
-8%
增持
AMP
AMERIPRISE FINL INC
-$24.7K
592
+0%
减持
EFAV
ISHARES TR
-$24.5K
3,624
-8%
增持
LLY
ELI LILLY & CO
+$22.6K
1,369
+4%
减持
XTN
SPDR SERIES TRUST
+$22.1K
8,746
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$20.3K
19,471
+1%
增持
SHEL
SHELL PLC
+$19.6K
3,804
+6%
减持
MRK
MERCK & CO INC
+$17.8K
4,397
-1%
减持
PEP
PEPSICO INC
+$17.8K
2,506
-1%
减持
NEE
NEXTERA ENERGY INC
+$16.7K
5,540
-4%
减持
IJH
ISHARES TR
+$16.3K
8,636
-2%
增持
MAR
MARRIOTT INTL INC NEW
-$15.4K
1,847
+2%
减持
QUAL
ISHARES TR
+$14.1K
8,968
-5%
减持
QCOM
QUALCOMM INC
+$13.4K
2,112
-0%
减持
CSCO
CISCO SYS INC
-$12.3K
8,026
-1%
减持
MDYG
SPDR SERIES TRUST
-$11.3K
47,251
-5%
减持
SO
SOUTHERN CO
+$10.9K
4,651
-1%
减持
MTUM
ISHARES TR
-$10.7K
1,718
-9%
减持
BINC
BLACKROCK ETF TRUST II
-$10.4K
7,880
-3%
减持
ICOW
PACER FDS TR
+$10.4K
47,693
-6%
减持
MUB
ISHARES TR
-$9.8K
7,136
-3%
减持
NOBL
PROSHARES TR
+$9.2K
5,065
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$7.2K
4,434
-5%
减持
IEMG
ISHARES INC
+$7.0K
6,567
-7%
减持
UNP
UNION PAC CORP
+$6.9K
2,778
-2%
增持
NFLX
NETFLIX INC
+$5.1K
298
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.0K
5,163
+5%
增持
USHY
ISHARES TR
+$3.4K
10,598
+0%
减持
HUBG
HUB GROUP INC
-$2.7K
6,618
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.3K
6,097
-2%
减持
DUK
DUKE ENERGY CORP NEW
+$2.3K
3,086
-4%
减持
IJR
ISHARES TR
-$2.1K
2,073
-9%
减持
SCHZ
SCHWAB STRATEGIC TR
+$2.0K
15,596
-0%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$2.0K
8,003
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.7K
839
+4%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.5K
33,836
-1%
增持
SBUX
STARBUCKS CORP
+$1.5K
2,539
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4K
1,758
-5%
减持
ACWV
ISHARES INC
+$1.2K
2,359
-1%
减持
DGRO
ISHARES TR
+$743
4,612
-6%
增持
AJG
GALLAGHER ARTHUR J & CO
-$149
1,248
+3%
