SYM FINANCIAL Corp
WINONA LAKE IN · SEC CIK 0000764739
$10.01亿2026Q1 申报市值
414持仓数
73.3%前十大占比 · 第一大 25.4%
44 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTI 加仓+$674.63万
GOVT 加仓+$388.43万
LKFN 加仓+$263.16万
VOE 加仓+$148.79万
URTH 加仓+$94.67万
2026Q1 卖出最多 按季末市值估算
DFAI 减仓-$350.89万
IVV 重新持有-$56.11万
VIOV 减仓-$38.50万
TFX 清仓-$34.10万
PYPL 清仓-$33.53万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -2,794 | -100.0% | -$34.10万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,743 | -100.0% | -$33.53万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -5,057 | -100.0% | -$32.92万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -729 | -100.0% | -$28.99万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -635 | -100.0% | -$28.83万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,257 | -100.0% | -$28.47万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -948 | -100.0% | -$28.06万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -4,192 | -100.0% | -$28.06万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,244 | -100.0% | -$27.98万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,103 | -100.0% | -$26.79万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -526 | -100.0% | -$25.63万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -7,760 | -100.0% | -$25.07万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,295 | -100.0% | -$24.36万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -4,386 | -100.0% | -$24.32万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -995 | -100.0% | -$24.00万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -412 | -100.0% | -$23.14万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -1,031 | -100.0% | -$22.65万 | 清仓 |
| HAE | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -2,658 | -100.0% | -$21.30万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,671 | -100.0% | -$21.03万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -10,820 | -100.0% | -$20.96万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,034 | -100.0% | -$20.55万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -902 | -100.0% | -$20.52万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -10,587 | -100.0% | -$15.82万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -19,410 | -100.0% | -$15.66万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -12,038 | -100.0% | -$10.03万 | 清仓 |
| FDIS | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNCL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -725 | -100.0% | -$3.69万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIDU | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRAB | GRAB HOLDINGS LIMITED 看涨期权 | $0 | 0.00% | 0 | -5,700 | -100.0% | -$2.84万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -5,441 | -100.0% | -$2.72万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -196 | -100.0% | -$2.62万 | 清仓 |
| IMCG | ISHARES TR | $0 | 0.00% | 0 | -282 | -100.0% | -$2.25万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -175 | -100.0% | -$2.06万 | 清仓 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -85 | -100.0% | -$6,603 | 清仓 |
| DFSU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -120 | -100.0% | -$5,212 | 清仓 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -112 | -100.0% | -$4,632 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -86 | -100.0% | -$3,470 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -60 | -100.0% | -$2,721 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -25 | -100.0% | -$2,678 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -50 | -100.0% | -$2,525 | 清仓 |
| HEEM | ISHARES INC | $0 | 0.00% | 0 | -72 | -100.0% | -$2,503 | 清仓 |
| FUTY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -24 | -100.0% | -$1,325 | 清仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | GABELLI EQUITY TR INC | $119 | 0.00% | 16,990 | 16,990 | — | $119 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $1,263 | 0.00% | 42 | 42 | — | $1,263 | 新建仓 |
| IYH | ISHARES TR | $1,541 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1,556 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $1,960 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $2,274 | 0.00% | 75 | -714 | -90.5% | -$2.16万 | 重新持有 |
| MBB | ISHARES TR | $2,659 | 0.00% | 28 | 28 | — | $2,659 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,303 | 0.00% | 52 | 52 | — | $4,303 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $4,445 | 0.00% | 43 | 43 | — | $4,445 | 新建仓 |
| EEM | ISHARES TR | $5,679 | 0.00% | 100 | 100 | — | $5,679 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $7,551 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| SMMV | ISHARES TR | $7,633 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $7,931 | 0.00% | 81 | 81 | — | $7,931 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $9,052 | 0.00% | 200 | 200 | — | $9,052 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $9,512 | 0.00% | 120 | 120 | — | $9,512 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $9,817 | 0.00% | 98 | 98 | — | $9,817 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.13万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.14万 | 0.00% | 248 | -28 | -10.1% | -$1,285 | 减仓 |
| TIP | ISHARES TR | $1.16万 | 0.00% | 105 | 105 | — | $1.16万 | 新建仓 |
| IJR | ISHARES TR | $1.26万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.26万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $1.28万 | 0.00% | 167 | 167 | — | $1.28万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1.35万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1.81万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1.81万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $1.90万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| EMNT | PIMCO ETF TR | $1.93万 | 0.00% | 195 | 195 | — | $1.93万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $1.99万 | 0.00% | 305 | 305 | — | $1.99万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $2.10万 | 0.00% | 169 | -45 | -21.0% | -$5,601 | 减仓 |
| REET | ISHARES TR | $2.38万 | 0.00% | 948 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO EXCHANGE TRADED FD T | $2.42万 | 0.00% | 405 | 405 | — | $2.42万 | 新建仓 |
| NTSX | WISDOMTREE TR | $2.47万 | 0.00% | 473 | 1 | 0.2% | $52 | 加仓 |
| EFV | ISHARES TR | $2.69万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $2.74万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $2.74万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $2.83万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看涨期权 | $2.88万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $3.07万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $3.16万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $3.24万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $3.28万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $3.32万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |