SF

Synergy Financial Group, LTD

分散型投資策略趨勢追蹤型產業集中型

申報總市值

US$1.3億

申報季度: 2026-03-31 · 持股檔數: 123

Synergy Financial Group, LTD在最新一期 13F 報告中揭露了 123 項持股，申報期為 2026-03-31，總持股市值約為 US$1.3億，季度換手率為 24.2%。

機構性格雪花圖

集中度
11.84
持倉穩定性
24.23
動能／逆勢
100
產業集中度
93.34
多樣化
100
倉位均衡度
83.68

近期動向

  • 減碼 SHOP

    -2.8%　-US$248.0萬

  • 減碼 TSLA

    -20.1%　-US$199.9萬

  • 減碼 MSFT

    +4.6%　-US$226.0萬

  • 減碼 TTD

    -3.4%　-US$119.6萬

  • 加碼 VOO

    +19.1%　US$51.6萬

  • 加碼 GOOGL

    +39.4%　US$45.5萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1NVDANvidia CORP股票-科技8.12%-0.02%-0.31%
2MSFTMicrosoft CORP股票-科技6.81%-1.15%+4.58%
3AMZNAmazon.com INC股票-循環性消費6.39%-0.35%-1.69%
4SHOPShopify INC - Class A股票-科技4.70%-1.44%-2.81%
5GOOGAlphabet Inc-cl C股票-通訊服務4.42%-0.18%-1.61%
6AAPLApple INC股票-科技4.35%—+4.58%
7VOOVanguard S&p 500 ETFETF-大型股與成長3.28%+0.58%+19.06%
8METAMeta Platforms Inc-class A股票-通訊服務3.15%-0.13%+3.45%
9TSLATesla INC股票-循環性消費2.92%-1.22%-20.07%
10TMFCMotley Fool 100 Index ETFETF-大型股與成長2.57%—+3.44%
11NFLXNetflix INC股票-通訊服務2.56%—-0.98%
12MELIMercadolibre INC股票-循環性消費2.15%-0.16%+1.59%
13ANETArista Networks INC股票-科技2.02%—-0.79%
14VGTVanguard Info Tech ETFETF-科技型1.81%—+2.50%
15GOOGLAlphabet Inc-cl A股票-通訊服務1.56%+0.42%+39.41%
16VWOVanguard Ftse Emerging MarkeETF-新興市場1.45%+0.36%+23.88%
17MAMastercard INC - A股票-金融1.29%—+2.59%
18TTDTrade Desk Inc/the -class A股票-通訊服務1.23%-0.76%-3.39%
19AVGOBroadcom INC股票-科技1.18%—-0.74%
20VOVanguard Mid-cap ETFETF-其他1.16%—-0.35%
21VTECVanguard Ca Tax-ex BondETF-其他1.15%+1.15%NEW
22CRWDCrowdstrike Holdings INC - A股票-科技1.14%-0.20%-5.03%
23VVVanguard Large-cap ETFETF-其他1.01%—-3.43%
24BUFRFt Vest Lad Buffervetf-usd IETF-其他0.82%—+1.69%
25ABNBAirbnb Inc-class A股票-循環性消費0.78%—+5.86%
26COSTCostco Wholesale CORP股票-非循環性消費0.77%—-2.18%
27CMGChipotle Mexican Grill INC股票-循環性消費0.76%—+0.98%
28DISWalt Disney Co/the股票-通訊服務0.71%—-0.31%
29QQQInvesco Qqq Trust Series 1ETF-科技型0.66%—-1.30%
30ASMLASML Holding N.V.股票-科技0.64%—+3.70%
31ZSZscaler INC股票-科技0.60%-0.30%+0.37%
32KNSLKinsale Capital Group INC股票-金融0.60%—-8.66%
33AMDAdvanced Micro Devices股票-科技0.57%—+5.13%
34DDOGDatadog INC - Class A股票-科技0.57%—-0.65%
35FBTCFidelity Wise Origin BitcoinETF-加密貨幣0.55%-0.12%-1.02%
36BRK-BBerkshire Hathaway Inc-cl B股票-其他0.53%—+28.10%
37NOWServicenow INC股票-科技0.53%-0.18%+1.45%
38SBUXStarbucks CORP股票-循環性消費0.51%—+1.81%
39ZMZoom Communications INC股票-科技0.49%—+15.22%
40CVXChevron CORP股票-能源0.49%+0.19%+14.80%
41GPIQGs Nasdaq-100 Pr INC Etf-usdETF-科技型0.49%—-0.23%
42NETCloudflare INC - Class A股票-科技0.48%—-6.49%
43GPIXGldm SA S&p 500 Pr In Etf-usETF-大型股與成長0.48%—-0.24%
44LMNDLemonade INC股票-金融0.46%—-4.20%
45VTVanguard Tot World Stk ETFETF-其他0.45%+0.20%+73.71%
46SCHGSchwab US Large-cap GrowthETF-其他0.45%—+21.78%
47IVVIshares Core S&p 500 ETFETF-大型股與成長0.45%—+39.60%
48GBILGoldman Sachs Access TreasurETF-避險與商品0.45%—+35.82%
49AXONAxon Enterprise INC股票-工業0.43%-0.15%-8.15%
50PAYCPaycom Software INC股票-科技0.41%—+19.94%
1–50 of 123

本季持股變動

Synergy Financial Group, LTD 在 2026-03-31 最顯著的持倉異動： 新建倉: Vanguard Ca Tax-ex Bond (VTEC); 新建倉: Ishares Core Msci Eafe ETF (IEFA); 新建倉: Ishares Russell 2000 ETF (IWM); 新建倉: Ishares Core Msci Emerging (IEMG); 新建倉: Ishares Russell Mid-cap ETF (IWR).

Synergy Financial Group, LTD 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1VOOVanguard S&p 500 ETF+0.6%+19.06%加碼
2GOOGLAlphabet Inc-cl A+0.4%+39.41%加碼
3VWOVanguard Ftse Emerging Marke+0.4%+23.88%加碼
4VTVanguard Tot World Stk ETF+0.2%+73.71%加碼
5CVXChevron CORP+0.2%+14.80%加碼
6NVDANvidia CORP0%-0.31%減碼
7FBTCFidelity Wise Origin Bitcoin-0.1%-1.02%減碼
8METAMeta Platforms Inc-class A-0.1%+3.45%加碼
9AXONAxon Enterprise INC-0.2%-8.15%減碼
10MELIMercadolibre INC-0.2%+1.59%加碼
11GOOGAlphabet Inc-cl C-0.2%-1.61%減碼
12NOWServicenow INC-0.2%+1.45%加碼
13UPWKUpwork INC-0.2%-2.79%減碼
14CRWDCrowdstrike Holdings INC - A-0.2%-5.03%減碼
15SNOWSnowflake INC-0.2%-13.48%減碼
16ZSZscaler INC-0.3%+0.37%加碼
17AMZNAmazon.com INC-0.4%-1.69%減碼
18TTDTrade Desk Inc/the -class A-0.8%-3.39%減碼
19MSFTMicrosoft CORP-1.2%+4.58%加碼
20TSLATesla INC-1.2%-20.07%減碼
21SHOPShopify INC - Class A-1.4%-2.81%減碼
22VTECVanguard Ca Tax-ex Bond—NEW新建倉
23IEFAIshares Core Msci Eafe ETF—NEW新建倉
24IWMIshares Russell 2000 ETF—NEW新建倉
25IEMGIshares Core Msci Emerging—NEW新建倉
26IWRIshares Russell Mid-cap ETF—NEW新建倉
27AGGIshares Core U.s. Aggregate—NEW新建倉
28VEAVanguard Ftse Developed ETF—NEW新建倉
29JEPIJpmorgan Equity Premium Inco—NEW新建倉
30IJHIshares Core S&p Midcap ETF—NEW新建倉
31DIVGlobal X Superdividend Use—NEW新建倉
32HUBSHubspot INC—EXIT清倉
33EFVIshares Msci Eafe Value ETF—NEW新建倉
34PLNTPlanet Fitness INC - Cl A—EXIT清倉
35ZGZillow Group INC - A—EXIT清倉
36SPGSimon Property Group INC—NEW新建倉
37WDAYWorkday Inc-class A—EXIT清倉
38UPSTUpstart Holdings INC—EXIT清倉
39PSXPhillips 66—NEW新建倉
40CGHMCap Group Muni High-income—NEW新建倉
41SCHHSchwab US Reit ETF—NEW新建倉
42SESea Ltd-adr—EXIT清倉
43MDTMedtronic plc—NEW新建倉
44TTWOTake-two Interactive Softwre—EXIT清倉
45ADSKAutodesk INC—EXIT清倉
46UNHUnitedhealth Group INC—NEW新建倉
47ULTAUlta Beauty INC—EXIT清倉
48ISRGIntuitive Surgical INC—EXIT清倉
49PEverpure Inc-a—NEW新建倉
50IJRIshares Core S&p Small-cap E—NEW新建倉

FAQ

Synergy Financial Group, LTD 是什麼機構？屬於哪種投資人類型？
Synergy Financial Group, LTD 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.3億，分佈在 123 個已申報部位之中。
Synergy Financial Group, LTD 目前前幾大持股有哪些？
根據最新 13F 申報，Synergy Financial Group, LTD 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$1080.3萬 (8.1%) 2. Microsoft CORP (MSFT) — US$906.8萬 (6.8%) 3. Amazon.com INC (AMZN) — US$850.3萬 (6.4%) 4. Shopify INC - Class A (SHOP) — US$625.8萬 (4.7%) 5. Alphabet Inc-cl C (GOOG) — US$588.8萬 (4.4%)
Synergy Financial Group, LTD 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Synergy Financial Group, LTD 共進行了 50 項顯著調整：新建倉 19 個部位、加碼 10 個既有持股、減碼 11 個部位，並完全清倉 10 個持股。 其中幅度最大的異動：新建倉: Vanguard Ca Tax-ex Bond (VTEC); 新建倉: Ishares Core Msci Eafe ETF (IEFA); 新建倉: Ishares Russell 2000 ETF (IWM); 新建倉: Ishares Core Msci Emerging (IEMG); 新建倉: Ishares Russell Mid-cap ETF (IWR)
Synergy Financial Group, LTD 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Synergy Financial Group, LTD 的主要板塊分佈如下： • Information Technology: 48.2% • Consumer Discretionary: 19.3% • Communication Services: 19.2% • Financials: 5.9% • Energy: 1.6% • Industrials: 1.5%