Cyndeo Wealth Partners, LLC 13F 持仓 · 2026年Q2
Cyndeo Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 517 只证券，申报市值合计 21.22 亿美元。前几大持仓：MSFT（3.38%）、AAPL（3.18%）、AVGO（3.04%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $71.8M | 3.38% | 192,374 | 减持 |
| 2 | AAPL | APPLE INC | $67.5M | 3.18% | 233,368 | 增持 |
| 3 | AVGO | BROADCOM INC | $64.5M | 3.04% | 170,727 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $63.4M | 2.99% | 317,047 | 增持 |
| 5 | AMZN | AMAZON COM INC | $47.6M | 2.24% | 199,523 | 增持 |
| 6 | ABBV | ABBVIE INC | $34.5M | 1.63% | 137,211 | 增持 |
| 7 | GOOGL | ALPHABET INC | $33.8M | 1.59% | 94,514 | 减持 |
| 8 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $31.3M | 1.48% | 1.2M | 增持 |
| 9 | VB | VANGUARD INDEX FDS | $31.1M | 1.46% | 102,541 | 增持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $30.2M | 1.42% | 662,811 | 增持 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $29.7M | 1.40% | 62,222 | 增持 |
| 12 | FTCB | FIRST TR EXCHANGE-TRADED FD | $25.8M | 1.22% | 1.2M | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO. | $25.4M | 1.19% | 77,465 | 减持 |
| 14 | UCON | FIRST TR EXCHNG TRADED FD VI | $21.7M | 1.02% | 872,866 | 增持 |
| 15 | LLY | ELI LILLY & CO | $21.5M | 1.01% | 17,927 | 减持 |
| 16 | IGIB | ISHARES TR | $21.3M | 1.00% | 400,135 | 增持 |
| 17 | YLD | PRINCIPAL EXCHANGE TRADED FD | $21.2M | 1.00% | 1.1M | 增持 |
| 18 | FTSL | FIRST TR EXCHANGE-TRADED FD | $21.0M | 0.99% | 469,326 | 增持 |
| 19 | GSY | INVESCO ACTIVELY MANAGED EXC | $21.0M | 0.99% | 419,129 | 增持 |
| 20 | XOM | EXXON MOBIL CORP | $20.9M | 0.99% | 153,038 | 新建仓 |
| 21 | VUG | VANGUARD INDEX FDS | $20.2M | 0.95% | 234,304 | 增持 |
| 22 | JNJ | JOHNSON & JOHNSON | $19.9M | 0.94% | 78,287 | 减持 |
| 23 | IVV | ISHARES TR | $19.4M | 0.91% | 25,907 | 增持 |
| 24 | IAU | ISHARES GOLD TR | $18.7M | 0.88% | 247,086 | 减持 |
| 25 | META | META PLATFORMS INC | $18.2M | 0.86% | 32,366 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR