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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 67
减持 69
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FENI
FIDELITY COVINGTON TRUST
+$46.3M
3,460,963
+52%
增持
SPYG
SPDR SERIES TRUST
+$21.3M
1,473,080
+13%
减持
LGLV
SPDR SERIES TRUST
-$20.1M
643,355
-14%
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
QTEC
FIRST TR EXCHANGE-TRADED FD
-$18.9M
38,769
-68%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$12.1M
618,971
-24%
增持
VOO
VANGUARD INDEX FDS
+$6.1M
140,174
+5%
增持
NEAR
ISHARES U S ETF TR
+$2.1M
210,658
+25%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.6M
1,081,981
+4%
减持
JAAA
JANUS DETROIT STR TR
-$1.5M
590,941
-4%
减持
HYMB
SPDR SERIES TRUST
-$1.3M
368,892
-12%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.2M
129,239
+22%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$1.1M
0
-100%
建仓
HODL
VANECK BITCOIN ETF
+$908.9K
36,752
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$866.1K
186,738
-4%
减持
AAPL
APPLE INC
+$864.5K
55,039
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$795.5K
16,960
+147%
减持
BX
BLACKSTONE INC
-$776.3K
45,580
-0%
增持
SUB
ISHARES TR
+$769.4K
44,230
+20%
减持
USMV
ISHARES TR
-$653.1K
186,379
-3%
减持
MSTR
STRATEGY INC
-$627.7K
1,851
-34%
减持
MSFT
MICROSOFT CORP
-$616.3K
14,738
-1%
增持
HYD
VANECK ETF TRUST
+$592.9K
27,418
+73%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$530.0K
35,330
增持
BUFB
INNOVATOR ETFS TRUST
+$527.6K
189,195
+6%
增持
IBDU
ISHARES TR
+$520.3K
181,465
+14%
增持
LLY
ELI LILLY & CO
+$474.0K
1,413
+3%
建仓
JSI
JANUS DETROIT STR TR
+$419.1K
8,051
减持
HD
HOME DEPOT INC
-$414.3K
2,738
-18%
减持
GOOGL
ALPHABET INC
+$411.7K
7,341
-5%
增持
FLRT
PACER FDS TR
+$394.6K
22,855
+59%
减持
SPTM
SPDR SERIES TRUST
-$376.1K
1,469,234
-3%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$365.9K
211,321
+3%
减持
AEE
AMEREN CORP
-$345.3K
8,364
-26%
减持
QQQ
INVESCO QQQ TR
+$302.2K
32,103
-1%
建仓
IBMT
ISHARES TR
+$300.8K
11,591
清仓
AMP
AMERIPRISE FINL INC
-$290.9K
0
-100%
增持
AVGO
BROADCOM INC
+$275.5K
12,883
+2%
清仓
—
ISHARES TR
-$270.5K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$249.6K
6,960
-14%
增持
MEAR
ISHARES U S ETF TR
+$246.2K
25,522
+24%
增持
MCO
MOODYS CORP
+$245.3K
6,997
+0%
减持
QUAL
ISHARES TR
-$241.1K
7,569
-16%
减持
SPHY
SPDR SERIES TRUST
-$239.0K
783,831
-0%
清仓
NI
NISOURCE INC
-$235.6K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$223.0K
0
-100%
增持
XTEN
BONDBLOXX ETF TRUST
+$222.0K
33,247
+18%
减持
ORCL
ORACLE CORP
-$220.0K
2,353
-2%
建仓
KLAC
KLA CORP
+$219.9K
181
减持
ABBV
ABBVIE INC
-$219.0K
14,228
-5%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$218.2K
1,829
清仓
SBUX
STARBUCKS CORP
-$214.8K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$213.0K
879
增持
GOOG
ALPHABET INC
+$210.7K
2,915
+1%
建仓
GSWO
GOLDMAN SACHS ETF TR
+$205.3K
3,555
减持
MA
MASTERCARD INCORPORATED
-$184.8K
2,067
-14%
减持
ABT
ABBOTT LABS
-$177.1K
12,499
-4%
增持
IVE
ISHARES TR
+$171.5K
2,996
+33%
增持
AMD
ADVANCED MICRO DEVICES INC
+$165.8K
3,060
+1%
增持
LRCX
LAM RESEARCH CORP
+$160.6K
4,157
+1%
增持
V
VISA INC
+$149.7K
10,544
+1%
减持
META
META PLATFORMS INC
-$147.7K
1,801
-1%
增持
BA
BOEING CO
+$142.5K
8,058
+8%
减持
T
AT&T INC
-$136.1K
31,625
-3%
减持
WMT
WALMART INC
+$130.3K
24,360
-3%
减持
VTI
VANGUARD INDEX FDS
+$127.9K
19,453
-0%
减持
MDYG
SPDR SERIES TRUST
-$118.6K
45,523
-4%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$115.0K
6,800
-12%
减持
AMZN
AMAZON COM INC
+$111.9K
18,378
-2%
增持
JNJ
JOHNSON & JOHNSON
+$107.0K
2,697
+11%
增持
CAT
CATERPILLAR INC
+$106.7K
1,050
+1%
增持
MAR
MARRIOTT INTL INC NEW
+$102.8K
1,882
+2%
增持
CSCO
CISCO SYS INC
+$99.2K
8,417
+5%
减持
AJG
GALLAGHER ARTHUR J & CO
-$93.6K
1,132
-9%
减持
MRK
MERCK & CO INC
+$93.1K
4,390
-0%
增持
GSIE
GOLDMAN SACHS ETF TR
+$91.3K
49,862
+0%
增持
BINC
BLACKROCK ETF TRUST II
+$81.7K
9,498
+21%
增持
NFLX
NETFLIX INC
-$78.8K
2,970
+897%
减持
SPMD
SPDR SERIES TRUST
-$71.4K
112,966
-2%
减持
ACWV
ISHARES INC
-$62.6K
1,855
-21%
增持
VTV
VANGUARD INDEX FDS
+$61.7K
3,773
+7%
增持
AMGN
AMGEN INC
+$61.5K
1,201
+2%
减持
KRMA
GLOBAL X FDS
-$56.8K
9,558
-13%
增持
DVY
ISHARES TR
+$55.6K
11,622
+4%
减持
SPSM
SPDR SERIES TRUST
-$54.7K
244,443
-2%
减持
PFFD
GLOBAL X FDS
-$50.0K
43,651
-3%
减持
ESGU
ISHARES TR
-$49.7K
3,524
-11%
减持
SPYM
SPDR SERIES TRUST
+$48.5K
69,827
-1%
减持
IT
GARTNER INC
-$44.9K
1,878
-5%
增持
CBSH
COMMERCE BANCSHARES INC
-$43.0K
10,840
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$42.6K
1,901
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$42.5K
2,662
+13%
减持
PSX
PHILLIPS 66
-$41.4K
3,887
-3%
增持
KO
COCA COLA CO
+$41.0K
3,607
+13%
减持
COST
COSTCO WHSL CORP NEW
-$39.7K
568
-1%
增持
NEE
NEXTERA ENERGY INC
+$39.4K
5,699
+3%
增持
BAC
BANK AMERICA CORP
+$38.5K
5,858
+7%
减持
IVW
ISHARES TR
+$37.4K
16,538
-0%
增持
DGRO
ISHARES TR
+$37.2K
5,059
+10%
减持
SO
SOUTHERN CO
-$37.0K
4,631
-0%
减持
USHY
ISHARES TR
-$35.9K
9,747
-8%
增持
GSSC
GOLDMAN SACHS ETF TR
+$35.9K
17,411
+2%
增持
IUSB
ISHARES TR
+$35.6K
7,364
+12%
减持
EOG
EOG RES INC
-$35.5K
3,019
-4%
减持
JPM
JPMORGAN CHASE & CO.
-$32.8K
7,917
-3%
增持
MS
MORGAN STANLEY
+$31.9K
1,322
+4%
增持
NOBL
PROSHARES TR
+$31.8K
5,322
+5%
增持
VUG
VANGUARD INDEX FDS
+$31.6K
1,209
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$29.1K
5,016
-3%
减持
CVX
CHEVRON CORP NEW
-$26.0K
1,647
-8%
减持
GLDM
WORLD GOLD TR
+$24.5K
2,820
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$24.4K
18,997
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$24.4K
4,899
+10%
增持
IVV
ISHARES TR
+$23.8K
792
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$23.3K
1,850
+1%
减持
ICOW
PACER FDS TR
-$22.4K
44,328
-7%
增持
TJUL
INNOVATOR ETFS TRUST
+$22.1K
62,960
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$20.4K
6,077
-0%
增持
DYNF
BLACKROCK ETF TRUST
+$20.1K
11,574
+0%
减持
EFV
ISHARES TR
-$19.8K
6,181
-9%
增持
DUK
DUKE ENERGY CORP NEW
-$19.6K
3,091
+0%
增持
EFAV
ISHARES TR
+$18.9K
3,783
+4%
减持
—
ACCENTURE PLC IRELAND
+$18.5K
908
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
+$18.4K
11,106
-0%
增持
HON
HONEYWELL INTL INC
-$18.3K
1,285
+1%
减持
MUB
ISHARES TR
-$17.7K
6,929
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$17.6K
889
+6%
减持
—
EXXON MOBIL CORP
+$17.3K
3,162
-2%
减持
MTUM
ISHARES TR
-$15.3K
1,699
-1%
减持
UNP
UNION PAC CORP
-$15.2K
2,773
-0%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$15.1K
7,960
+0%
减持
COP
CONOCOPHILLIPS
-$12.8K
6,260
-1%
增持
QCOM
QUALCOMM INC
+$12.5K
2,127
+1%
减持
HEGD
LISTED FDS TR
-$12.2K
10,390
-6%
增持
GCOR
GOLDMAN SACHS ETF TR
+$11.7K
11,118
+3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$11.5K
15,170
-3%
增持
TSLA
TESLA INC
+$11.3K
2,174
+0%
减持
IAGG
ISHARES TR
-$11.2K
6,997
-1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$11.2K
34,655
+2%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$11.2K
7,977
-0%
增持
IEMG
ISHARES INC
+$10.7K
6,599
+0%
增持
SHEL
SHELL PLC
+$9.9K
3,838
+1%
增持
WM
WASTE MGMT INC DEL
+$9.0K
2,216
+2%
增持
SRE
SEMPRA
-$9.0K
5,617
+0%
减持
MRGR
PROSHARES TR
-$7.6K
21,179
-4%
减持
PEP
PEPSICO INC
-$7.2K
2,402
-4%
增持
NVDA
NVIDIA CORPORATION
+$6.9K
33,325
+0%
增持
ILCG
ISHARES TR
+$6.8K
4,244
+2%
减持
BIL
SPDR SERIES TRUST
-$4.6K
4,529
-1%
增持
BAI
BLACKROCK ETF TRUST
-$4.1K
6,610
+1%
减持
MCD
MCDONALDS CORP
+$3.9K
2,498
-0%
