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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $24.03万 | 0.02% | 1,252 | 52 | 4.3% | $9,980 | 加仓 |
| TRU | TRANSUNION | $24.11万 | 0.02% | 3,485 | -979 | -21.9% | -$6.77万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $24.20万 | 0.02% | 796 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $24.26万 | 0.02% | 1,664 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $24.27万 | 0.02% | 1,533 | 25 | 1.7% | $3,958 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $24.28万 | 0.02% | 20,134 | 881 | 4.6% | $1.06万 | 加仓 |
| VIS | VANGUARD WORLD FD | $24.38万 | 0.02% | 781 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $24.51万 | 0.02% | 2,639 | -57 | -2.1% | -$5,294 | 减仓 |
| BDX | BECTON DICKINSON & CO | $24.51万 | 0.02% | 1,559 | -59 | -3.6% | -$9,277 | 减仓 |
| EXEL | EXELIXIS INC | $24.74万 | 0.02% | 5,768 | -646 | -10.1% | -$2.77万 | 减仓 |
| — | HONEYWELL INTL INC | $24.83万 | 0.02% | 1,098 | 1,098 | — | $24.83万 | 新建仓 |
| MDB | MONGODB INC | $24.89万 | 0.02% | 1,017 | 193 | 23.4% | $4.72万 | 加仓 |
| IQLT | ISHARES TR | $24.97万 | 0.02% | 5,402 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $25.03万 | 0.03% | 3,485 | -424 | -10.8% | -$3.04万 | 减仓 |
| OSK | OSHKOSH CORP | $25.19万 | 0.03% | 1,711 | 3 | 0.2% | $442 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $25.28万 | 0.03% | 5,862 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $25.30万 | 0.03% | 715 | -170 | -19.2% | -$6.02万 | 减仓 |
| KMX | CARMAX INC | $25.31万 | 0.03% | 6,087 | -910 | -13.0% | -$3.78万 | 减仓 |
| CRH | CRH PLC | $25.33万 | 0.03% | 2,410 | 196 | 8.9% | $2.06万 | 加仓 |
| UGI | UGI CORP NEW | $25.55万 | 0.03% | 7,016 | -24 | -0.3% | -$874 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $25.58万 | 0.03% | 1,942 | -97 | -4.8% | -$1.28万 | 减仓 |
| BCS | BARCLAYS PLC | $25.60万 | 0.03% | 12,096 | 90 | 0.7% | $1,904 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $25.88万 | 0.03% | 3,598 | 814 | 29.2% | $5.86万 | 加仓 |
| CG | CARLYLE GROUP INC | $26.04万 | 0.03% | 5,382 | 83 | 1.6% | $4,016 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $26.11万 | 0.03% | 1,572 | 1,572 | — | $26.11万 | 新建仓 |
| AMGN | AMGEN INC | $26.15万 | 0.03% | 743 | 43 | 6.1% | $1.51万 | 加仓 |
| ALL | ALLSTATE CORP | $26.20万 | 0.03% | 1,264 | 176 | 16.2% | $3.65万 | 加仓 |
| PFE | PFIZER INC | $26.46万 | 0.03% | 9,424 | 459 | 5.1% | $1.29万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.05万 | 0.03% | 2,063 | 69 | 3.5% | $9,046 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $27.15万 | 0.03% | 1,369 | -749 | -35.4% | -$14.85万 | 减仓 |
| IVE | ISHARES TR | $27.15万 | 0.03% | 1,286 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $27.38万 | 0.03% | 1,962 | 35 | 1.8% | $4,885 | 加仓 |
| VLY | VALLEY NATL BANCORP | $27.43万 | 0.03% | 22,336 | 31 | 0.1% | $381 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $27.63万 | 0.03% | 2,725 | 139 | 5.4% | $1.41万 | 加仓 |
| CIEN | CIENA CORP | $27.99万 | 0.03% | 721 | -832 | -53.6% | -$32.30万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $28.14万 | 0.03% | 2,111 | 207 | 10.9% | $2.76万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $28.24万 | 0.03% | 2,513 | 34 | 1.4% | $3,820 | 加仓 |
| CCK | CROWN HLDGS INC | $28.36万 | 0.03% | 2,829 | 4 | 0.1% | $401 | 加仓 |
| USMV | ISHARES TR | $28.57万 | 0.03% | 3,081 | 104 | 3.5% | $9,645 | 加仓 |
| GLW | CORNING INC | $28.70万 | 0.03% | 2,111 | 2,111 | — | $28.70万 | 新建仓 |
| GRMN | GARMIN LTD | $28.75万 | 0.03% | 1,239 | 168 | 15.7% | $3.90万 | 加仓 |
| MDT | MEDTRONIC PLC | $28.79万 | 0.03% | 3,323 | -1,916 | -36.6% | -$16.60万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $28.85万 | 0.03% | 7,314 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $29.25万 | 0.03% | 770 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $29.47万 | 0.03% | 1,158 | -14 | -1.2% | -$3,563 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $29.54万 | 0.03% | 1,186 | 33 | 2.9% | $8,220 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $29.59万 | 0.03% | 5,060 | 1,412 | 38.7% | $8.26万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $29.61万 | 0.03% | 13,671 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $29.66万 | 0.03% | 3,387 | 30 | 0.9% | $2,627 | 加仓 |
| WAB | WABTEC | $29.91万 | 0.03% | 1,197 | -1 | -0.1% | -$250 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $29.95万 | 0.03% | 16,170 | 168 | 1.0% | $3,111 | 加仓 |
| TMUS | T-MOBILE US INC | $30.22万 | 0.03% | 1,439 | 1,439 | — | $30.22万 | 新建仓 |
| KR | KROGER CO | $30.25万 | 0.03% | 4,180 | -125 | -2.9% | -$9,045 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $30.52万 | 0.03% | 1,322 | -273 | -17.1% | -$6.30万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $30.76万 | 0.03% | 2,593 | 282 | 12.2% | $3.35万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $30.92万 | 0.03% | 1,874 | -275 | -12.8% | -$4.54万 | 减仓 |
| EME | EMCOR GROUP INC | $31.01万 | 0.03% | 420 | 53 | 14.4% | $3.91万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $31.03万 | 0.03% | 1,789 | 379 | 26.9% | $6.57万 | 加仓 |
| DIS | DISNEY WALT CO | $31.04万 | 0.03% | 3,221 | -132 | -3.9% | -$1.27万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $31.14万 | 0.03% | 1,335 | -13 | -1.0% | -$3,032 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $31.25万 | 0.03% | 7,866 | 123 | 1.6% | $4,887 | 加仓 |
| TGT | TARGET CORP | $31.61万 | 0.03% | 2,608 | 2,608 | — | $31.61万 | 新建仓 |
| IVW | ISHARES TR | $31.62万 | 0.03% | 2,796 | -55 | -1.9% | -$6,220 | 减仓 |
| ROL | ROLLINS INC | $31.74万 | 0.03% | 5,942 | -540 | -8.3% | -$2.88万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $32.20万 | 0.03% | 3,497 | 113 | 3.3% | $1.04万 | 加仓 |
| EQIX | EQUINIX INC | $32.94万 | 0.03% | 336 | 336 | — | $32.94万 | 新建仓 |
| MMM | 3M CO | $33.01万 | 0.03% | 2,273 | -793 | -25.9% | -$11.52万 | 减仓 |
| MTUM | ISHARES TR | $33.14万 | 0.03% | 1,381 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $33.41万 | 0.03% | 2,124 | -63 | -2.9% | -$9,909 | 减仓 |
| — | ISHARES TR | $33.44万 | 0.03% | 6,415 | 716 | 12.6% | $3.73万 | 加仓 |
| GSK | GSK PLC | $33.60万 | 0.03% | 6,088 | 48 | 0.8% | $2,649 | 加仓 |
| VO | VANGUARD INDEX FDS | $33.80万 | 0.03% | 1,177 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $33.94万 | 0.03% | 1,748 | 249 | 16.6% | $4.83万 | 重新持有 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $34.00万 | 0.03% | 6,541 | 297 | 4.8% | $1.54万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $34.06万 | 0.03% | 1,478 | -536 | -26.6% | -$12.35万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.17万 | 0.03% | 820 | -185 | -18.4% | -$7.71万 | 减仓 |
| ETN | EATON CORP PLC | $34.23万 | 0.03% | 957 | 152 | 18.9% | $5.44万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $34.28万 | 0.03% | 3,648 | 301 | 9.0% | $2.83万 | 加仓 |
| NTRA | NATERA INC | $34.44万 | 0.03% | 1,722 | -117 | -6.4% | -$2.34万 | 减仓 |
| NWG | NATWEST GROUP PLC | $34.49万 | 0.03% | 23,149 | 28 | 0.1% | $417 | 加仓 |
| CI | THE CIGNA GROUP | $34.52万 | 0.03% | 1,294 | 1,294 | — | $34.52万 | 新建仓 |
| EVRG | EVERGY INC | $34.65万 | 0.03% | 4,230 | 192 | 4.8% | $1.57万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $34.67万 | 0.03% | 3,756 | -955 | -20.3% | -$8.82万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $34.77万 | 0.03% | 2,103 | 90 | 4.5% | $1.49万 | 加仓 |
| STT | STATE STR CORP | $34.83万 | 0.03% | 2,752 | 124 | 4.7% | $1.57万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $34.84万 | 0.03% | 3,541 | -65 | -1.8% | -$6,395 | 减仓 |
| FHI | FEDERATED HERMES INC | $35.34万 | 0.04% | 6,232 | 27 | 0.4% | $1,531 | 加仓 |
| CRM | SALESFORCE INC | $35.86万 | 0.04% | 1,921 | 466 | 32.0% | $8.70万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $36.14万 | 0.04% | 1,981 | -3 | -0.2% | -$547 | 减仓 |
| VRSN | VERISIGN INC | $36.26万 | 0.04% | 1,460 | -42 | -2.8% | -$1.04万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $36.57万 | 0.04% | 4,549 | -1,739 | -27.7% | -$13.98万 | 减仓 |
| TER | TERADYNE INC | $36.70万 | 0.04% | 1,238 | 180 | 17.0% | $5.34万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $37.22万 | 0.04% | 46,877 | 2,387 | 5.4% | $1.90万 | 加仓 |
| COP | CONOCOPHILLIPS | $37.42万 | 0.04% | 2,835 | -196 | -6.5% | -$2.59万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.59万 | 0.04% | 444 | 13 | 3.0% | $1.10万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $37.80万 | 0.04% | 5,557 | 417 | 8.1% | $2.84万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $37.86万 | 0.04% | 1,103 | 75 | 7.3% | $2.57万 | 加仓 |
| DAL | DELTA AIR LINES INC | $37.88万 | 0.04% | 5,698 | 471 | 9.0% | $3.13万 | 加仓 |
| VEEV | VEEVA SYS INC | $37.92万 | 0.04% | 2,159 | -724 | -25.1% | -$12.72万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $38.12万 | 0.04% | 618 | 0 | 0.0% | — | 不变 |