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 |
|---|---|---|---|---|---|---|---|---|
| CGCB | CAPITAL GRP FIXED INCM ETF T | $3.46万 | 0.00% | 1,316 | 1,316 | — | $3.46万 | 新建仓 |
| DFSB | DIMENSIONAL ETF TRUST | $3.53万 | 0.00% | 682 | 383 | 128.1% | $1.98万 | 加仓 |
| EFAV | ISHARES TR | $3.96万 | 0.00% | 433 | -1,679 | -79.5% | -$15.34万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $4.08万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $4.16万 | 0.00% | 12,124 | 12,124 | — | $4.16万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4.26万 | 0.00% | 566 | 124 | 28.1% | $9,324 | 加仓 |
| BOND | PIMCO ETF TR | $4.26万 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $4.33万 | 0.00% | 894 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $4.47万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $4.78万 | 0.00% | 682 | 3 | 0.4% | $210 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $5.84万 | 0.01% | 1,183 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES TR | $6.32万 | 0.01% | 1,513 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $6.33万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $7.01万 | 0.01% | 929 | 114 | 14.0% | $8,606 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $7.04万 | 0.01% | 421 | 421 | — | $7.04万 | 新建仓 |
| IWM | ISHARES TR | $7.42万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $7.62万 | 0.01% | 1,444 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $8.05万 | 0.01% | 2,889 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $8.07万 | 0.01% | 553 | 0 | 0.0% | — | 重新持有 |
| IYW | ISHARES TR | $8.23万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $8.45万 | 0.01% | 16,794 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $8.66万 | 0.01% | 676 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $8.82万 | 0.01% | 41,598 | 24,839 | 148.2% | $5.27万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $9.76万 | 0.01% | 17,424 | 5,390 | 44.8% | $3.02万 | 加仓 |
| IWO | ISHARES TR | $9.98万 | 0.01% | 318 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $10.02万 | 0.01% | 933 | 0 | 0.0% | — | 不变 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $10.28万 | 0.01% | 1,654 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $10.70万 | 0.01% | 1,796 | 1,796 | — | $10.70万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $10.85万 | 0.01% | 527 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $10.85万 | 0.01% | 2,550 | 2,550 | — | $10.85万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $10.86万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $11.39万 | 0.01% | 3,679 | -162 | -4.2% | -$5,016 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $11.52万 | 0.01% | 1,625 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $11.67万 | 0.01% | 1,484 | -93 | -5.9% | -$7,315 | 减仓 |
| SPMD | SPDR SERIES TRUST | $11.84万 | 0.01% | 2,000 | 0 | 0.0% | — | 重新持有 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $12.05万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $12.51万 | 0.01% | 853 | -128 | -13.0% | -$1.88万 | 减仓 |
| NMR | NOMURA HLDGS INC | $12.65万 | 0.01% | 16,036 | 798 | 5.2% | $6,296 | 加仓 |
| VUG | VANGUARD INDEX FDS | $13.19万 | 0.01% | 302 | -51 | -14.4% | -$2.23万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $13.35万 | 0.01% | 12,963 | 244 | 1.9% | $2,513 | 加仓 |
| VB | VANGUARD INDEX FDS | $14.33万 | 0.01% | 547 | -322 | -37.1% | -$8.43万 | 减仓 |
| IVV | ISHARES TR | $14.44万 | 0.01% | 221 | -859 | -79.5% | -$56.11万 | 重新持有 |
| TQQQ | PROSHARES TR | $14.44万 | 0.01% | 3,464 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $15.31万 | 0.02% | 359 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $16.17万 | 0.02% | 1,000 | -67 | -6.3% | -$1.08万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $16.82万 | 0.02% | 1,015 | -20 | -1.9% | -$3,314 | 减仓 |
| ITOT | ISHARES TR | $17.89万 | 0.02% | 1,256 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $18.05万 | 0.02% | 1,358 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $18.80万 | 0.02% | 14,599 | 14,599 | — | $18.80万 | 新建仓 |
| IWD | ISHARES TR | $19.66万 | 0.02% | 920 | 225 | 32.4% | $4.81万 | 加仓 |
| — | ELECTRONIC ARTS INC | $20.02万 | 0.02% | 982 | -16 | -1.6% | -$3,262 | 减仓 |
| PEN | PENUMBRA INC | $20.10万 | 0.02% | 612 | -49 | -7.4% | -$1.61万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $20.10万 | 0.02% | 1,237 | 1,237 | — | $20.10万 | 新建仓 |
| NEM | NEWMONT CORP | $20.12万 | 0.02% | 1,859 | 1,859 | — | $20.12万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.22万 | 0.02% | 995 | 188 | 23.3% | $3.82万 | 加仓 |
| CSX | CSX CORP | $20.25万 | 0.02% | 4,932 | 4,932 | — | $20.25万 | 新建仓 |
| AZO | AUTOZONE INC | $20.27万 | 0.02% | 60 | -4 | -6.2% | -$1.35万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.32万 | 0.02% | 5,370 | -6,005 | -52.8% | -$22.72万 | 重新持有 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $20.34万 | 0.02% | 7,739 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $20.34万 | 0.02% | 5,888 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $20.43万 | 0.02% | 379 | -11 | -2.8% | -$5,929 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.49万 | 0.02% | 12,069 | 260 | 2.2% | $4,414 | 加仓 |
| CTVA | CORTEVA INC | $20.53万 | 0.02% | 2,453 | 2,453 | — | $20.53万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.61万 | 0.02% | 8,037 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $20.68万 | 0.02% | 437 | 1 | 0.2% | $473 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.75万 | 0.02% | 4,100 | -22 | -0.5% | -$1,113 | 减仓 |
| QCOM | QUALCOMM INC | $20.86万 | 0.02% | 1,619 | -257 | -13.7% | -$3.31万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $20.87万 | 0.02% | 1,568 | -61 | -3.7% | -$8,120 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $20.93万 | 0.02% | 2,885 | 2,885 | — | $20.93万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $21.02万 | 0.02% | 1,373 | 1,373 | — | $21.02万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $21.04万 | 0.02% | 1,274 | 1,274 | — | $21.04万 | 新建仓 |
| BIIB | BIOGEN INC | $21.08万 | 0.02% | 1,150 | -545 | -32.2% | -$9.99万 | 重新持有 |
| SONY | SONY GROUP CORP | $21.50万 | 0.02% | 10,388 | -2,075 | -16.6% | -$4.30万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $21.60万 | 0.02% | 9,492 | 45 | 0.5% | $1,024 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.69万 | 0.02% | 3,456 | 3,456 | — | $21.69万 | 新建仓 |
| MCK | MCKESSON CORP | $21.89万 | 0.02% | 253 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $22.00万 | 0.02% | 1,870 | 1,870 | — | $22.00万 | 新建仓 |
| NET | CLOUDFLARE INC | $22.02万 | 0.02% | 1,067 | 1,067 | — | $22.02万 | 新建仓 |
| DOV | DOVER CORP | $22.12万 | 0.02% | 1,061 | 36 | 3.5% | $7,504 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $22.14万 | 0.02% | 14,146 | -4,041 | -22.2% | -$6.32万 | 减仓 |
| PGR | PROGRESSIVE CORP | $22.22万 | 0.02% | 1,121 | -764 | -40.5% | -$15.15万 | 减仓 |
| MLI | MUELLER INDS INC | $22.24万 | 0.02% | 2,007 | 2,007 | — | $22.24万 | 新建仓 |
| MPC | MARATHON PETE CORP | $22.27万 | 0.02% | 912 | 912 | — | $22.27万 | 新建仓 |
| DHI | D R HORTON INC | $22.45万 | 0.02% | 1,636 | -459 | -21.9% | -$6.30万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $22.46万 | 0.02% | 3,455 | 3,455 | — | $22.46万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.54万 | 0.02% | 489 | 126 | 34.7% | $5.81万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $22.63万 | 0.02% | 1,379 | -117 | -7.8% | -$1.92万 | 重新持有 |
| RBLX | ROBLOX CORP | $22.79万 | 0.02% | 4,029 | -3,598 | -47.2% | -$20.35万 | 减仓 |
| ET | ENERGY TRANSFER L P | $22.91万 | 0.02% | 11,873 | -3,468 | -22.6% | -$6.69万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $22.95万 | 0.02% | 2,106 | -230 | -9.8% | -$2.51万 | 减仓 |
| EVR | EVERCORE INC | $23.07万 | 0.02% | 773 | 14 | 1.8% | $4,179 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $23.10万 | 0.02% | 2,528 | 808 | 47.0% | $7.38万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $23.39万 | 0.02% | 6,588 | -124 | -1.8% | -$4,402 | 减仓 |
| — | DUPONT DE NEMOURS INC | $23.45万 | 0.02% | 5,120 | 668 | 15.0% | $3.06万 | 重新持有 |
| TSN | TYSON FOODS INC | $23.46万 | 0.02% | 3,662 | 3,662 | — | $23.46万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $23.48万 | 0.02% | 1,377 | -275 | -16.6% | -$4.69万 | 减仓 |
| USB | US BANCORP | $23.63万 | 0.02% | 4,544 | 282 | 6.6% | $1.47万 | 加仓 |
| NUE | NUCOR CORP | $23.64万 | 0.02% | 1,398 | 41 | 3.0% | $6,933 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $23.92万 | 0.02% | 4,235 | -286 | -6.3% | -$1.62万 | 减仓 |
| BURL | BURLINGTON STORES INC | $24.01万 | 0.02% | 738 | 738 | — | $24.01万 | 新建仓 |