Synergy Investment Management, LLC 13F 持仓 · 2026年Q2
Synergy Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,086 只证券，申报市值合计 4.13 亿美元。前几大持仓：IVV（9.78%）、VOO（6.09%）、VUG（4.41%）。本季前 25 大持仓中：新建仓 3 只、增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $40.4M | 9.78% | 53,988 | 增持 |
| 2 | VOO | VANGUARD S&P | $25.2M | 6.09% | 36,651 | 减持 |
| 3 | VUG | Vanguard Morningstar Growth ETF | $18.2M | 4.41% | 211,823 | 增持 |
| 4 | DYNF | ISHARES U S | $17.9M | 4.33% | 263,317 | 增持 |
| 5 | SPYG | STATE STREET | $16.9M | 4.09% | 142,185 | 增持 |
| 6 | SPYV | STATE STREET | $13.9M | 3.36% | 228,359 | 增持 |
| 7 | IEMG | iShares Core MSCI Emerging Markets ETF | $11.7M | 2.83% | 141,499 | 增持 |
| 8 | SPTI | STATE STREET | $10.8M | 2.62% | 381,143 | 增持 |
| 9 | BAI | ISHARES A I | $9.8M | 2.37% | 185,588 | 减持 |
| 10 | IALT | ISHARES SYSTEMATIC | $8.2M | 1.98% | 292,255 | 新建仓 |
| 11 | GOVT | ISHARES U S | $7.8M | 1.89% | 343,109 | 增持 |
| 12 | CGDV | CAPITAL GROUP | $7.6M | 1.83% | 153,857 | 增持 |
| 13 | TRFK | PACER FDS TR | $6.6M | 1.59% | 61,495 | 增持 |
| 14 | SPMO | INVESCO S&P | $6.1M | 1.47% | 37,534 | 减持 |
| 15 | FAD | FIRST TRUST | $5.7M | 1.38% | 28,487 | 减持 |
| 16 | SHLD | GLOBAL X FDS | $5.5M | 1.34% | 92,936 | 增持 |
| 17 | FPEI | FIRST TRUST | $5.4M | 1.32% | 282,341 | 增持 |
| 18 | BLCR | ISHARES LARGE | $5.2M | 1.26% | 103,762 | 新建仓 |
| 19 | PZA | INVESCO NATIONAL | $5.1M | 1.23% | 216,174 | 增持 |
| 20 | UCON | FIRST TRUST | $5.1M | 1.23% | 204,044 | 增持 |
| 21 | AUSF | GLOBAL X FDS | $5.1M | 1.22% | 103,598 | 增持 |
| 22 | CLOI | VANECK ETF TRUST | $4.9M | 1.19% | 92,578 | 新建仓 |
| 23 | BINC | ISHARES FLEXIBLE | $4.4M | 1.07% | 84,604 | 增持 |
| 24 | NVDA | NVIDIA Corp | $4.4M | 1.07% | 22,413 | 增持 |
| 25 | SPYM | STATE STREET | $4.4M | 1.07% | 50,136 | 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