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 |
|---|---|---|---|---|---|---|---|---|
| NTSX | WISDOMTREE TR | $2.03万 | 0.00% | 344 | -129 | -27.3% | -$7,624 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $2.06万 | 0.00% | 322 | 322 | — | $2.06万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $2.08万 | 0.00% | 395 | 0 | 0.0% | — | 重新持有 |
| BLV | VANGUARD BD INDEX FDS | $2.08万 | 0.00% | 302 | 302 | — | $2.08万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $2.09万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $2.14万 | 0.00% | 279 | 279 | — | $2.14万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2.19万 | 0.00% | 467 | 467 | — | $2.19万 | 新建仓 |
| IMCB | ISHARES TR | $2.20万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $2.24万 | 0.00% | 368 | 368 | — | $2.24万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $2.30万 | 0.00% | 307 | 2 | 0.7% | $150 | 加仓 |
| IXC | ISHARES TR | $2.33万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $2.39万 | 0.00% | 350 | 350 | — | $2.39万 | 新建仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $2.41万 | 0.00% | 318 | 318 | — | $2.41万 | 新建仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $2.59万 | 0.00% | 408 | 3 | 0.7% | $190 | 加仓 |
| IDEV | ISHARES TR | $2.60万 | 0.00% | 292 | 292 | — | $2.60万 | 新建仓 |
| REET | ISHARES TR | $2.62万 | 0.00% | 948 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $2.77万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $2.86万 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| MXI | ISHARES TR | $3.18万 | 0.00% | 301 | 3 | 1.0% | $317 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $3.37万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $3.55万 | 0.00% | 682 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看涨期权 | $3.57万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $3.61万 | 0.00% | 468 | 0 | 0.0% | — | 重新持有 |
| FIDU | FIDELITY COVINGTON TRUST | $3.64万 | 0.00% | 365 | 0 | 0.0% | — | 重新持有 |
| ITA | ISHARES TR | $3.64万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $3.65万 | 0.00% | 311 | 30 | 10.7% | $3,525 | 加仓 |
| EFAV | ISHARES TR | $3.80万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $3.83万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| PYLD | PIMCO ETF TR | $3.91万 | 0.00% | 1,474 | 1,474 | — | $3.91万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4.13万 | 0.00% | 692 | 458 | 195.7% | $2.73万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $4.23万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $4.41万 | 0.00% | 572 | 117 | 25.7% | $9,022 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $4.56万 | 0.00% | 585 | 585 | — | $4.56万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4.92万 | 0.00% | 894 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $4.98万 | 0.00% | 686 | 4 | 0.6% | $291 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $5.10万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.17万 | 0.00% | 11,201 | 11,201 | — | $5.17万 | 新建仓 |
| SOXX | ISHARES TR | $5.33万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $5.39万 | 0.00% | 524 | 0 | 0.0% | — | 重新持有 |
| VTV | VANGUARD INDEX FDS | $5.64万 | 0.00% | 259 | 31 | 13.6% | $6,756 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $6.34万 | 0.01% | 1,183 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES TR | $6.55万 | 0.01% | 1,513 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $6.81万 | 0.01% | 739 | 277 | 60.0% | $2.55万 | 加仓 |
| NWL | NEWELL BRANDS INC | $6.89万 | 0.01% | 11,216 | -908 | -7.5% | -$5,575 | 减仓 |
| EFA | ISHARES TR | $6.97万 | 0.01% | 671 | 337 | 100.9% | $3.50万 | 加仓 |
| SMLF | ISHARES TR | $7.26万 | 0.01% | 815 | -114 | -12.3% | -$1.02万 | 减仓 |
| IWB | ISHARES TR | $7.27万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $7.80万 | 0.01% | 1,444 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $7.97万 | 0.01% | 35,418 | -6,180 | -14.9% | -$1.39万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $8.23万 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $8.72万 | 0.01% | 573 | 20 | 3.6% | $3,044 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $8.85万 | 0.01% | 2,175 | 2,175 | — | $8.85万 | 新建仓 |
| IWM | ISHARES TR | $8.98万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $8.98万 | 0.01% | 2,889 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $9.02万 | 0.01% | 20,323 | 20,323 | — | $9.02万 | 新建仓 |
| IWP | ISHARES TR | $9.90万 | 0.01% | 676 | 0 | 0.0% | — | 不变 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $9.91万 | 0.01% | 1,578 | -76 | -4.6% | -$4,771 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $10.13万 | 0.01% | 17,890 | 466 | 2.7% | $2,638 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $10.22万 | 0.01% | 1,732 | -64 | -3.6% | -$3,775 | 减仓 |
| IDV | ISHARES TR | $10.75万 | 0.01% | 2,595 | 45 | 1.8% | $1,864 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $10.87万 | 0.01% | 955 | 22 | 2.4% | $2,504 | 加仓 |
| VBR | VANGUARD INDEX FDS | $12.15万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $12.41万 | 0.01% | 1,213 | -271 | -18.3% | -$2.77万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $12.49万 | 0.01% | 11,202 | 11,202 | — | $12.49万 | 新建仓 |
| IWO | ISHARES TR | $12.53万 | 0.01% | 318 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $13.32万 | 0.01% | 1,625 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $13.51万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $13.56万 | 0.01% | 3,679 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $13.61万 | 0.01% | 10,292 | 10,292 | — | $13.61万 | 新建仓 |
| NOK | NOKIA CORP | $13.67万 | 0.01% | 10,295 | 10,295 | — | $13.67万 | 新建仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $13.92万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $13.97万 | 0.01% | 23,958 | 7,164 | 42.7% | $4.18万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $13.98万 | 0.01% | 10,388 | 10,388 | — | $13.98万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $14.16万 | 0.01% | 13,121 | 158 | 1.2% | $1,705 | 加仓 |
| SPYG | SPDR SERIES TRUST | $14.55万 | 0.01% | 1,223 | 1,142 | 1,409.9% | $13.59万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $15.04万 | 0.01% | 611 | 84 | 15.9% | $2.07万 | 加仓 |
| TQQQ | PROSHARES TR | $15.15万 | 0.01% | 1,870 | -1,594 | -46.0% | -$12.91万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $15.86万 | 0.01% | 10,912 | 10,912 | — | $15.86万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $15.97万 | 0.01% | 18,193 | 2,157 | 13.5% | $1.89万 | 加仓 |
| VB | VANGUARD INDEX FDS | $16.61万 | 0.01% | 548 | 1 | 0.2% | $303 | 加仓 |
| IVV | ISHARES TR | $16.70万 | 0.01% | 223 | 2 | 0.9% | $1,498 | 加仓 |
| IWD | ISHARES TR | $16.85万 | 0.01% | 695 | -225 | -24.5% | -$5.45万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $17.45万 | 0.01% | 2,377 | 2,377 | — | $17.45万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $17.93万 | 0.01% | 1,015 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $18.23万 | 0.01% | 1,149 | 296 | 34.7% | $4.70万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $18.52万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $18.75万 | 0.02% | 11,051 | -3,548 | -24.3% | -$6.02万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.01万 | 0.02% | 740 | 740 | — | $20.01万 | 新建仓 |
| ENB | ENBRIDGE INC | $20.08万 | 0.02% | 3,705 | 3,705 | — | $20.08万 | 新建仓 |
| ITOT | ISHARES TR | $20.27万 | 0.02% | 1,234 | -22 | -1.8% | -$3,614 | 减仓 |
| GIS | GENERAL MILLS INC | $20.32万 | 0.02% | 5,839 | 5,839 | — | $20.32万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $20.34万 | 0.02% | 1,207 | -735 | -37.8% | -$12.39万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $20.42万 | 0.02% | 7,739 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.45万 | 0.02% | 12,069 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $20.55万 | 0.02% | 2,560 | 2,560 | — | $20.55万 | 新建仓 |
| HRB | BLOCK H & R INC | $20.57万 | 0.02% | 5,401 | 5,401 | — | $20.57万 | 新建仓 |
| DTE | DTE ENERGY CO | $20.59万 | 0.02% | 1,351 | 1,351 | — | $20.59万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $20.59万 | 0.02% | 1,087 | 1,087 | — | $20.59万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $20.60万 | 0.02% | 449 | -18 | -3.9% | -$8,258 | 重新持有 |
| IWF | ISHARES TR | $20.65万 | 0.02% | 1,663 | 227 | 15.8% | $2.82万 | 加仓 |