CG
Cynosure Group, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$8.0亿
申报季度: 2026-03-31 · 持股只数: 292
Cynosure Group, LLC在最新一期 13F 报告中披露了 292 项持股，申报期为 2026-03-31，总持股市值约为 US$8.0亿，季度换手率为 50.3%。
机构性格雪花图
- 集中度
- 20.33
- 持仓稳定性
- 50.31
- 动能／逆势
- 100
- 行业集中度
- 73.34
- 多样化
- 100
- 仓位均衡度
- 69.82
近期动向
减仓 GEHC
-99.5% -US$4484.9万
加仓 VONG
+7637.3% US$2968.2万
减仓 GLD
-98.0% -US$2411.4万
加仓 QQQ
+224.6% US$1645.4万
加仓 SGOV
-4.3% -US$478.2万
加仓 SPY
+143.9% US$437.0万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 198 大持股（共 292 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 14.30% | +2.17% | -4.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.55% | +2.04% | +143.89% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 7.54% | +1.28% | -2.15% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.65% | +0.60% | -0.68% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.28% | — | +6.54% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 4.00% | +3.76% | +7637.29% | |
| 7 | CRCL | Circle Internet Group INC | 股票-金融 | 3.81% | +1.04% | -6.96% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 3.23% | -0.37% | -27.78% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.06% | +2.24% | +224.63% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.90% | -1.42% | -96.08% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.60% | — | -1.11% | |
| 12 | GE | General Electric | 股票-工业 | 2.05% | +0.71% | +56.77% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.03% | +0.15% | -8.29% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 1.90% | — | +8.16% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.74% | -0.40% | -33.59% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.72% | — | +2.96% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.51% | -0.04% | -2.88% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.43% | — | +0.21% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.34% | +1.34% | NEW | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.33% | — | -4.21% | |
| 21 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.32% | +1.32% | NEW | |
| 22 | GEV | GE Vernova INC | 股票-工业 | 1.15% | +0.66% | -19.49% | |
| 23 | USO | United States Oil Fund LP | ETF-其他 | 1.03% | +1.03% | NEW | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.91% | — | +4.35% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.79% | +0.34% | +46.31% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.75% | — | -7.52% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.07% | -5.15% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.65% | — | +10.38% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.62% | — | +0.06% | |
| 30 | DBA | Invesco Db Agriculture Fund | ETF-其他 | 0.53% | +0.53% | NEW | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | — | -0.02% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.51% | — | — | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.49% | — | +1.25% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.45% | -0.65% | -98.94% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.44% | — | +6.09% | |
| 36 | WDAY | Workday Inc-class A | 股票-科技 | 0.43% | -0.15% | — | |
| 37 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.35% | — | +5.69% | |
| 38 | KVYO | Klaviyo Inc-a | 股票-其他 | 0.35% | -0.13% | — | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.28% | — | +0.10% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.26% | — | -10.87% | |
| 41 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.25% | — | — | |
| 42 | AAPL | Apple INC | 股票-科技 | 0.24% | — | -10.79% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | — | -16.44% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.23% | — | — | |
| 45 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.20% | -4.52% | -99.53% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | — | -21.68% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.18% | — | +0.27% | |
| 48 | GTM | Zoominfo Technologies INC | 股票-科技 | 0.17% | -0.07% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.17% | -0.06% | -35.31% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.16% | — | -17.34% |
1–50 of 198
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 292 | US$8.0亿 | 50 | |
| 2025-12-31 | 704 | US$9.8亿 | 47 | |
| 2025-09-30 | 371 | US$9.2亿 | 34 | |
| 2025-06-30 | 377 | US$8.8亿 | 0 | |
| 2025-03-31 | 375 | US$7.3亿 | 100 | |
| 2024-12-31 | 367 | US$6.7亿 | 0 | |
| 2024-09-30 | 370 | US$6.9亿 | 0 | |
| 2024-06-30 | 334 | US$6.2亿 | 0 | |
| 2024-03-31 | 313 | US$5.6亿 | 0 | |
| 2023-12-31 | 150 | US$5.6亿 | 0 | |
| 2023-09-30 | 138 | US$3.3亿 | 0 | |
| 2023-06-30 | 128 | US$3.3亿 | 0 | |
| 2023-03-31 | 26 | US$6616.4万 | 0 | |
| 2022-12-31 | 25 | US$9640.4万 | 0 | |
| 2022-09-30 | 28 | US$9340.4万 | 0 | |
| 2022-06-30 | 43 | US$1.0亿 | 0 | |
| 2022-03-31 | 25 | US$1.2亿 | 0 | |
| 2021-12-31 | 22 | US$1.3亿 | 0 | |
| 2021-09-30 | 22 | US$1.3亿 | 0 | |
| 2021-06-30 | 21 | US$1.3亿 | 99 | |
| 2021-03-31 | 20 | US$1.3亿 | 15 | |
| 2020-12-31 | 18 | US$1.2亿 | 21 | |
| 2020-09-30 | 15 | US$9565.2万 | 14 | |
| 2020-06-30 | 14 | US$8502.9万 | 66 | |
| 2020-03-31 | 68 | US$1.4亿 | 83 | |
| 2019-12-31 | 68 | US$1.9亿 | 10 | |
| 2019-09-30 | 68 | US$1.8亿 | 17 | |
| 2019-06-30 | 78 | US$2.2亿 | 30 | |
| 2019-03-31 | 14 | US$1.6亿 | 12 | |
| 2018-12-31 | 13 | US$1.7亿 | 0 |
本季持股变动
Cynosure Group, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ss Energy Select Sector (XLE); 新建仓: Ss Spdr S&p Og Exp & Prod (XOP); 清仓: Ishares 20+ Year Treasury Bd (TLT); 新建仓: United States Oil Fund LP (USO); 清仓: Coinbase Global INC -class A (COIN).
FAQ
Cynosure Group, LLC 是什么机构？属于哪种投资人类型？
Cynosure Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$8.0亿，分布在 292 个已申报仓位之中。
Cynosure Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Cynosure Group, LLC 按市值排列的前几大持股为：
1. Ishares 0-3 Month Treasury B (SGOV) — US$1.1亿 (14.3%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$6841.7万 (8.6%)
3. Ishares 0-1 Year Treasury Bo (SHV) — US$6032.0万 (7.5%)
4. Ishares Russell 1000 Growth (IWF) — US$5321.1万 (6.7%)
5. Vanguard S&p 500 ETF (VOO) — US$4226.8万 (5.3%)
Cynosure Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Cynosure Group, LLC 共进行了 47 项显著调整：新建仓 4 个仓位、加仓 5 个既有持股、减仓 20 个仓位，并完全清仓 18 个持股。 其中幅度最大的异动：新建仓: Ss Energy Select Sector (XLE); 新建仓: Ss Spdr S&p Og Exp & Prod (XOP); 清仓: Ishares 20+ Year Treasury Bd (TLT); 新建仓: United States Oil Fund LP (USO); 清仓: Coinbase Global INC -class A (COIN)
Cynosure Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Cynosure Group, LLC 的主要板块分布如下：
• Industrials: 33.9%
• Financials: 26.2%
• Information Technology: 23.2%
• Health Care: 5.6%
• Consumer Discretionary: 5.0%
• Communication Services: 3.8%