SYM FINANCIAL Corp
WINONA LAKE IN · SEC CIK 0000764739
$12.44亿2026Q2 申报市值
531持仓数
74.4%前十大占比 · 第一大 22.3%
138 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFAU 加仓+$1.51亿
DFAI 加仓+$869.39万
SPMO 新建仓+$413.57万
GOVT 加仓+$277.19万
NTSI 加仓+$100.91万
2026Q2 卖出最多 按季末市值估算
VXUS 减仓-$604.94万
VEA 减仓-$522.09万
VTI 减仓-$263.91万
LKFN 减仓-$212.71万
NVDA 减仓-$170.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -15,598 | -100.0% | -$44.78万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -13,645 | -100.0% | -$43.68万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -777 | -100.0% | -$43.66万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -675 | -100.0% | -$39.74万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,921 | -100.0% | -$35.86万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -3,756 | -100.0% | -$34.67万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -1,294 | -100.0% | -$34.52万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,874 | -100.0% | -$30.92万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -770 | -100.0% | -$29.25万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -1,572 | -100.0% | -$26.11万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -5,382 | -100.0% | -$26.04万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,598 | -100.0% | -$25.88万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -6,087 | -100.0% | -$25.31万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -715 | -100.0% | -$25.30万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,098 | -100.0% | -$24.83万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,533 | -100.0% | -$24.27万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -3,485 | -100.0% | -$24.11万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -4,235 | -100.0% | -$23.92万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -3,662 | -100.0% | -$23.46万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -2,528 | -100.0% | -$23.10万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -489 | -100.0% | -$22.54万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -2,007 | -100.0% | -$22.24万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -253 | -100.0% | -$21.89万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,373 | -100.0% | -$21.02万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,568 | -100.0% | -$20.87万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -437 | -100.0% | -$20.68万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -5,370 | -100.0% | -$20.32万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -60 | -100.0% | -$20.27万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -995 | -100.0% | -$20.22万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,237 | -100.0% | -$20.10万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -612 | -100.0% | -$20.10万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -982 | -100.0% | -$20.02万 | 清仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -1,316 | -100.0% | -$3.46万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -167 | -100.0% | -$1.28万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -120 | -100.0% | -$9,512 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -100 | -100.0% | -$5,679 | 清仓 |
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -42 | -100.0% | -$1,263 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -16,990 | -100.0% | -$119 | 清仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $166 | 0.00% | 3 | 3 | — | $166 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $309 | 0.00% | 2 | 2 | — | $309 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $504 | 0.00% | 19 | 19 | — | $504 | 新建仓 |
| IGF | ISHARES TR | $599 | 0.00% | 9 | 9 | — | $599 | 新建仓 |
| EWC | ISHARES INC | $634 | 0.00% | 11 | 11 | — | $634 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $714 | 0.00% | 32 | 32 | — | $714 | 新建仓 |
| NLR | VANECK ETF TRUST | $812 | 0.00% | 7 | 7 | — | $812 | 新建仓 |
| TLH | ISHARES TR | $1,004 | 0.00% | 10 | 10 | — | $1,004 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $1,045 | 0.00% | 36 | 36 | — | $1,045 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $1,050 | 0.00% | 37 | 37 | — | $1,050 | 新建仓 |
| IAGG | ISHARES TR | $1,063 | 0.00% | 21 | 21 | — | $1,063 | 新建仓 |
| SHYG | ISHARES TR | $1,103 | 0.00% | 26 | 26 | — | $1,103 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,240 | 0.00% | 15 | -37 | -71.2% | -$3,059 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $1,265 | 0.00% | 120 | 120 | — | $1,265 | 新建仓 |
| EMB | ISHARES TR | $1,447 | 0.00% | 15 | 15 | — | $1,447 | 新建仓 |
| IEI | ISHARES TR | $1,527 | 0.00% | 13 | 13 | — | $1,527 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1,570 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $1,675 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,806 | 0.00% | 24 | 24 | — | $1,806 | 新建仓 |
| EUHY | ISHARES INC | $1,939 | 0.00% | 36 | 36 | — | $1,939 | 新建仓 |
| HDV | ISHARES TR | $2,056 | 0.00% | 75 | 75 | — | $2,056 | 新建仓 |
| SCZ | ISHARES TR | $2,057 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $2,219 | 0.00% | 91 | 91 | — | $2,219 | 新建仓 |
| EWW | ISHARES INC | $2,258 | 0.00% | 30 | 30 | — | $2,258 | 新建仓 |
| PFF | ISHARES TR | $2,287 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $2,345 | 0.00% | 15 | 15 | — | $2,345 | 新建仓 |
| SHV | ISHARES TR | $2,428 | 0.00% | 22 | 22 | — | $2,428 | 新建仓 |
| IEF | ISHARES TR | $2,553 | 0.00% | 27 | 27 | — | $2,553 | 新建仓 |
| HYS | PIMCO ETF TR | $2,712 | 0.00% | 29 | 29 | — | $2,712 | 新建仓 |
| PSK | SPDR SERIES TRUST | $2,717 | 0.00% | 89 | 89 | — | $2,717 | 新建仓 |
| XBI | SPDR SERIES TRUST | $2,849 | 0.00% | 18 | 18 | — | $2,849 | 新建仓 |
| IGEB | ISHARES TR | $3,067 | 0.00% | 68 | -44 | -39.3% | -$1,985 | 重新持有 |
| IJJ | ISHARES TR | $3,102 | 0.00% | 21 | 21 | — | $3,102 | 新建仓 |
| AAXJ | ISHARES TR | $3,580 | 0.00% | 30 | 30 | — | $3,580 | 新建仓 |
| DGRO | ISHARES TR | $4,168 | 0.00% | 55 | 55 | — | $4,168 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $4,221 | 0.00% | 80 | 80 | — | $4,221 | 新建仓 |
| VDE | VANGUARD WORLD FD | $4,354 | 0.00% | 29 | 29 | — | $4,354 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $4,756 | 0.00% | 31 | -138 | -81.7% | -$2.12万 | 减仓 |
| CORP | PIMCO ETF TR | $4,845 | 0.00% | 50 | 50 | — | $4,845 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $4,854 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $6,482 | 0.00% | 75 | 75 | — | $6,482 | 新建仓 |
| HYG | ISHARES TR | $7,277 | 0.00% | 91 | 91 | — | $7,277 | 新建仓 |
| MBB | ISHARES TR | $7,278 | 0.00% | 77 | 49 | 175.0% | $4,631 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $7,534 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $7,643 | 0.00% | 67 | -111 | -62.4% | -$1.27万 | 减仓 |
| SMMV | ISHARES TR | $8,057 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| PMBS | PIMCO ETF TR | $8,197 | 0.00% | 166 | 166 | — | $8,197 | 新建仓 |
| NWS | NEWS CORP NEW | $8,306 | 0.00% | 296 | 296 | — | $8,306 | 新建仓 |
| EEMA | ISHARES INC | $9,474 | 0.00% | 81 | 81 | — | $9,474 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.13万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.19万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.19万 | 0.00% | 263 | 15 | 6.0% | $680 | 加仓 |
| IGV | ISHARES TR | $1.21万 | 0.00% | 133 | 133 | — | $1.21万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $1.29万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $1.39万 | 0.00% | 127 | 127 | — | $1.39万 | 新建仓 |
| IJR | ISHARES TR | $1.50万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1.65万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $1.69万 | 0.00% | 154 | 49 | 46.7% | $5,362 | 加仓 |
| IGIB | ISHARES TR | $1.69万 | 0.00% | 318 | 318 | — | $1.69万 | 新建仓 |
| IHF | ISHARES TR | $1.77万 | 0.00% | 320 | 320 | — | $1.77万 | 新建仓 |
| EMNT | PIMCO ETF TR | $1.93万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |