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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 42
减持 86
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
FBND
FIDELITY MERRIMACK STR TR
+$38.5M
844,698
减持
SPYG
SPDR SERIES TRUST
-$27.5M
1,324,964
-10%
减持
JAAA
JANUS DETROIT STR TR
-$21.4M
168,464
-71%
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。
建仓
AVEM
AMERICAN CENTY ETF TR
+$15.3M
189,784
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$12.3M
147,205
-21%
减持
SPTM
SPDR SERIES TRUST
-$9.5M
1,412,447
-4%
增持
FENI
FIDELITY COVINGTON TRUST
+$8.7M
3,637,188
+5%
减持
BX
BLACKSTONE INC
-$4.9M
18,190
-60%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$4.1M
0
-100%
减持
USMV
ISHARES TR
-$3.2M
155,157
-17%
减持
SPMD
SPDR SERIES TRUST
-$2.4M
69,710
-38%
减持
MSFT
MICROSOFT CORP
-$2.1M
13,459
-9%
减持
AAPL
APPLE INC
-$1.7M
52,328
-5%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
+$1.4M
617,077
-0%
减持
QQQ
INVESCO QQQ TR
-$1.2M
32,067
-0%
减持
SPSM
SPDR SERIES TRUST
-$1.1M
213,495
-13%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$1.0M
36,545
-6%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$960.0K
147,968
+14%
减持
NEAR
ISHARES U S ETF TR
-$930.5K
193,452
-8%
减持
NVDA
NVIDIA CORPORATION
-$923.6K
30,341
-9%
减持
LGLV
SPDR SERIES TRUST
+$853.5K
639,008
-1%
增持
VOO
VANGUARD INDEX FDS
-$803.1K
145,769
+4%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$768.1K
1,103,819
+2%
减持
AVGO
BROADCOM INC
-$757.1K
11,959
-7%
减持
GOOGL
ALPHABET INC
-$696.9K
5,567
-24%
减持
AMZN
AMAZON COM INC
-$690.6K
17,052
-7%
增持
WMT
WALMART INC
+$663.9K
27,180
+12%
减持
V
VISA INC
-$599.8K
10,250
-3%
增持
SUB
ISHARES TR
+$548.7K
49,465
+12%
减持
MCO
MOODYS CORP
-$548.2K
6,937
-1%
增持
MRGR
PROSHARES TR
+$517.0K
32,385
+53%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$471.9K
0
-100%
清仓
IEMG
ISHARES INC
-$443.6K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$439.5K
1,482
-28%
减持
SPHY
SPDR SERIES TRUST
-$434.6K
776,957
-1%
减持
META
META PLATFORMS INC
-$370.0K
1,431
-21%
建仓
ESGD
ISHARES TR
+$362.2K
3,788
减持
TSLA
TESLA INC
-$361.7K
1,657
-24%
建仓
CORO
BLACKROCK ETF TRUST
+$358.2K
11,142
减持
JPM
JPMORGAN CHASE & CO
-$352.4K
7,475
-6%
减持
LLY
ELI LILLY & CO
-$303.5K
1,321
-7%
建仓
ACWX
ISHARES TR
+$302.2K
4,413
清仓
MSTR
STRATEGY INC
-$281.3K
0
-100%
减持
HYMB
SPDR SERIES TRUST
-$269.2K
360,120
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$267.6K
5,025
+0%
增持
VTI
VANGUARD INDEX FDS
-$266.0K
19,501
+0%
清仓
SHOP
SHOPIFY INC
-$264.6K
0
-100%
增持
ABT
ABBOTT LABORATORIES
-$258.3K
12,736
+2%
清仓
GE
GE AEROSPACE
-$247.3K
0
-100%
建仓
GOVT
ISHARES TR
+$244.9K
10,690
清仓
AXP
AMERICAN EXPRESS CO
-$243.8K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$243.6K
0
-100%
清仓
GLDM
WORLD GOLD TR
-$240.7K
0
-100%
减持
COP
CONOCOPHILLIPS
+$235.6K
6,224
-1%
清仓
MS
MORGAN STANLEY
-$234.7K
0
-100%
建仓
SHYD
VANECK ETF TRUST
+$231.6K
10,222
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$228.7K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$217.3K
643
建仓
NI
NISOURCE INC
+$214.6K
4,600
清仓
COF
CAPITAL ONE FINL CORP
-$213.0K
0
-100%
建仓
STBF
TRUST FOR PROFESSIONAL MANAG
+$208.2K
8,223
减持
HYD
VANECK ETF TRUST
-$204.1K
23,884
-13%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$203.8K
217,554
+3%
减持
IT
GARTNER INC
-$203.3K
1,708
-9%
减持
PSX
PHILLIPS 66
+$200.2K
3,852
-1%
减持
QUAL
ISHARES TR
-$189.3K
6,851
-9%
减持
ABBV
ABBVIE INC
-$182.4K
14,109
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$173.0K
2,363
-9%
减持
BA
BOEING CO
-$172.0K
7,926
-2%
减持
IVW
ISHARES TR
-$168.7K
16,531
-0%
减持
ESGU
ISHARES TR
-$160.6K
2,577
-27%
减持
EFV
ISHARES TR
-$155.5K
3,845
-38%
减持
LRCX
LAM RESEARCH CORP
+$155.2K
4,057
-2%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$150.4K
1,762
-7%
增持
GSUS
GOLDMAN SACHS ETF TR
-$149.8K
55,036
+2%
减持
IBDU
ISHARES TR
-$141.6K
176,508
-3%
增持
SPYM
SPDR SERIES TRUST
-$139.2K
71,365
+2%
增持
T
AT&T INC
+$138.7K
31,884
+1%
减持
—
EXXON MOBIL CORP
+$135.2K
3,040
-4%
减持
TJUL
INNOVATOR ETFS TRUST
-$132.2K
58,947
-6%
减持
ORCL
ORACLE CORP
-$117.2K
2,321
-1%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$117.0K
38,948
+10%
增持
FLRT
PACER FDS TR
+$115.7K
25,760
+13%
减持
DYNF
BLACKROCK ETF TRUST
-$114.6K
10,127
-13%
增持
CVX
CHEVRON CORPORATION
+$96.8K
1,681
+2%
减持
MARM
FIRST TR EXCHNG TRADED FD VI
-$93.0K
11,953
-20%
减持
ICOW
PACER FDS TR
-$90.0K
38,281
-14%
减持
GOOG
ALPHABET INC
-$87.6K
2,884
-1%
减持
HD
HOME DEPOT INC
-$87.0K
2,600
-5%
增持
UNH
UNITEDHEALTH GROUP INC
-$85.2K
1,942
+5%
增持
GCOR
GOLDMAN SACHS ETF TR
+$82.5K
13,168
+18%
减持
AMD
ADVANCED MICRO DEVICES INC
-$80.6K
2,825
-8%
减持
BAC
BANK AMERICA CORP
-$73.7K
5,098
-13%
增持
QCOM
QUALCOMM INC
-$73.3K
2,256
+6%
减持
CAT
CATERPILLAR INC
+$67.3K
944
-10%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$65.9K
34,742
+0%
减持
PG
PROCTER & GAMBLE CO
-$65.9K
6,449
-7%
减持
SHEL
SHELL PLC
+$61.3K
3,692
-4%
减持
DVY
ISHARES TR
+$59.0K
11,223
-3%
增持
GSIE
GOLDMAN SACHS ETF TR
+$58.6K
51,000
+2%
减持
GEV
GE VERNOVA INC
+$58.4K
436
-12%
减持
XTEN
BONDBLOXX ETF TRUST
-$57.6K
32,251
-3%
减持
BINC
BLACKROCK ETF TRUST II
-$55.9K
8,575
-10%
减持
AEE
AMEREN CORP
-$55.3K
7,095
-15%
减持
MDYG
SPDR SERIES TRUST
+$54.5K
44,416
-2%
减持
FMB
FIRST TR EXCH TRADED FD III
-$52.1K
21,873
-4%
减持
AJG
GALLAGHER ARTHUR J & CO
-$51.0K
1,117
-1%
增持
SMH
VANECK ETF TRUST
+$48.1K
923
+9%
增持
GSLC
GOLDMAN SACHS ETF TR
-$45.9K
11,382
+2%
减持
NEE
NEXTERA ENERGY INC
+$41.2K
5,370
-6%
增持
KRMA
GLOBAL X FDS
+$41.0K
10,976
+15%
减持
CSCO
CISCO SYS INC
-$40.6K
7,833
-7%
增持
EFAV
ISHARES TR
+$39.8K
4,007
+6%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$38.1K
10,583
-2%
增持
GEM
GOLDMAN SACHS ETF TR
+$38.0K
16,631
+2%
减持
RTX
RTX CORPORATION
-$34.8K
1,263
-17%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$34.0K
3,002
+13%
减持
BSV
VANGUARD BD INDEX FDS
-$33.4K
16,620
-2%
减持
SO
SOUTHERN CO
+$33.0K
4,526
-2%
增持
MUB
ISHARES TR
+$30.9K
7,283
+5%
减持
NFLX
NETFLIX INC.
-$29.4K
2,590
-13%
减持
SRE
SEMPRA
+$28.6K
5,397
-4%
增持
IVE
ISHARES TR
+$27.6K
3,140
+5%
减持
DUK
DUKE ENERGY CORP NEW
+$26.7K
2,971
-4%
增持
IVV
ISHARES TR
+$25.9K
870
+10%
减持
PEP
PEPSICO INC
-$24.8K
2,060
-14%
减持
KLAC
KLA CORP
+$24.5K
166
-8%
减持
COST
COSTCO WHOLESALE CORPORATION
-$24.5K
467
-18%
减持
VZ
VERIZON COMMUNICATIONS INC
+$23.4K
5,397
-11%
增持
GIGB
GOLDMAN SACHS ETF TR
+$23.2K
9,677
+7%
增持
—
TE CONNECTIVITY PLC
-$22.3K
1,282
+0%
减持
MAR
MARRIOTT INTL INC NEW
+$21.9K
1,852
-2%
减持
WM
WASTE MGMT INC DEL
+$21.6K
2,213
-0%
减持
UNP
UNION PAC CORP
+$21.4K
2,732
-1%
增持
MMIN
NEW YORK LIFE INVTS ACTIVE E
+$20.4K
21,594
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$19.3K
3,619
+1%
减持
VTV
VANGUARD INDEX FDS
+$17.7K
3,763
-0%
减持
HON
HONEYWELL INTL INC
+$16.0K
1,180
-8%
增持
MTUM
ISHARES TR
-$15.4K
1,708
+1%
减持
MCD
MCDONALDS CORP
-$14.9K
2,408
-4%
增持
GGUS
GOLDMAN SACHS ETF TR
-$14.7K
3,982
+3%
增持
PFFD
GLOBAL X FDS
+$12.9K
45,562
+4%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$12.7K
1,833
+0%
减持
CFO
VICTORY PORTFOLIOS II
-$12.4K
7,819
-2%
增持
NOBL
PROSHARES TR
+$12.3K
5,341
+0%
减持
USHY
ISHARES TR
-$12.2K
9,562
-2%
增持
GSSC
GOLDMAN SACHS ETF TR
-$11.5K
17,510
+1%
减持
GLD
SPDR GOLD TR
+$10.5K
532
-3%
减持
KO
COCA COLA CO
-$10.4K
3,179
-12%
增持
XLV
SELECT SECTOR SPDR TR
+$10.1K
1,712
+10%
