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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $38.15万 | 0.04% | 1,199 | 47 | 4.1% | $1.50万 | 加仓 |
| IJS | ISHARES TR | $38.59万 | 0.04% | 3,258 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $38.67万 | 0.04% | 22,788 | 1,459 | 6.8% | $2.48万 | 加仓 |
| ECL | ECOLAB INC | $39.58万 | 0.04% | 1,488 | -1 | -0.1% | -$266 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $39.69万 | 0.04% | 6,618 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $39.71万 | 0.04% | 35,203 | 90 | 0.3% | $1,015 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $39.74万 | 0.04% | 675 | 28 | 4.3% | $1.65万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $39.88万 | 0.04% | 763 | 17 | 2.3% | $8,886 | 加仓 |
| RTX | RTX CORPORATION | $39.95万 | 0.04% | 2,071 | 247 | 13.5% | $4.76万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $40.01万 | 0.04% | 3,897 | 799 | 25.8% | $8.20万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $40.13万 | 0.04% | 7,994 | -558 | -6.5% | -$2.80万 | 减仓 |
| DINO | HF SINCLAIR CORP | $40.84万 | 0.04% | 6,546 | -71 | -1.1% | -$4,430 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $41.16万 | 0.04% | 603 | 9 | 1.5% | $6,143 | 加仓 |
| FTNT | FORTINET INC | $41.17万 | 0.04% | 5,038 | 1,548 | 44.4% | $12.65万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $41.89万 | 0.04% | 2,662 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $42.20万 | 0.04% | 8,386 | 23 | 0.3% | $1,157 | 加仓 |
| MTZ | MASTEC INC | $42.60万 | 0.04% | 1,324 | -7 | -0.5% | -$2,252 | 减仓 |
| TJX | TJX COS INC NEW | $43.31万 | 0.04% | 2,712 | 515 | 23.4% | $8.22万 | 加仓 |
| TOL | TOLL BROTHERS INC | $43.60万 | 0.04% | 3,195 | -9 | -0.3% | -$1,228 | 减仓 |
| IDXX | IDEXX LABS INC | $43.66万 | 0.04% | 777 | -64 | -7.6% | -$3.60万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $43.68万 | 0.04% | 13,645 | 953 | 7.5% | $3.05万 | 加仓 |
| IEMG | ISHARES INC | $44.30万 | 0.04% | 6,351 | -555 | -8.0% | -$3.87万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $44.63万 | 0.04% | 12,497 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $44.78万 | 0.04% | 15,598 | 6,597 | 73.3% | $18.94万 | 加仓 |
| RL | RALPH LAUREN CORP | $44.82万 | 0.04% | 1,303 | 41 | 3.2% | $1.41万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $44.85万 | 0.04% | 912 | 8 | 0.9% | $3,934 | 加仓 |
| BYLD | ISHARES TR | $44.90万 | 0.04% | 19,931 | 591 | 3.1% | $1.33万 | 加仓 |
| UPRO | PROSHARES TR | $45.51万 | 0.05% | 4,693 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $45.97万 | 0.05% | 595 | 13 | 2.2% | $1.00万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $46.03万 | 0.05% | 5,580 | 38 | 0.7% | $3,135 | 加仓 |
| SPGI | S&P GLOBAL INC | $46.06万 | 0.05% | 1,083 | 1,083 | — | $46.06万 | 新建仓 |
| BAC | BANK AMERICA CORP | $46.48万 | 0.05% | 9,535 | -311 | -3.2% | -$1.52万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $46.60万 | 0.05% | 1,379 | 58 | 4.4% | $1.96万 | 加仓 |
| PSX | PHILLIPS 66 | $47.07万 | 0.05% | 2,584 | 62 | 2.5% | $1.13万 | 加仓 |
| INTU | INTUIT | $47.09万 | 0.05% | 1,089 | 57 | 5.5% | $2.46万 | 加仓 |
| MO | ALTRIA GROUP INC | $47.67万 | 0.05% | 7,224 | 109 | 1.5% | $7,193 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $48.43万 | 0.05% | 3,698 | 119 | 3.3% | $1.56万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $48.82万 | 0.05% | 2,573 | -61 | -2.3% | -$1.16万 | 减仓 |
| AON | AON PLC | $49.18万 | 0.05% | 1,524 | -106 | -6.5% | -$3.42万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $49.40万 | 0.05% | 6,818 | -563 | -7.6% | -$4.08万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $49.48万 | 0.05% | 3,550 | 166 | 4.9% | $2.31万 | 加仓 |
| IUSV | ISHARES TR | $49.71万 | 0.05% | 4,862 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $50.61万 | 0.05% | 5,377 | -448 | -7.7% | -$4.22万 | 减仓 |
| CNC | CENTENE CORP DEL | $50.86万 | 0.05% | 15,535 | -4,224 | -21.4% | -$13.83万 | 减仓 |
| WFC | WELLS FARGO & CO | $51.01万 | 0.05% | 6,407 | 770 | 13.7% | $6.13万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $51.07万 | 0.05% | 1,751 | 28 | 1.6% | $8,167 | 加仓 |
| FTI | TECHNIPFMC PLC | $51.42万 | 0.05% | 7,438 | 401 | 5.7% | $2.77万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $51.63万 | 0.05% | 15,669 | -1,497 | -8.7% | -$4.93万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $52.16万 | 0.05% | 2,898 | 278 | 10.6% | $5.00万 | 加仓 |
| DHR | DANAHER CORP DEL | $52.25万 | 0.05% | 2,756 | 395 | 16.7% | $7.49万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $52.91万 | 0.05% | 875 | 92 | 11.7% | $5.56万 | 加仓 |
| HAL | HALLIBURTON CO | $53.22万 | 0.05% | 13,650 | -1,802 | -11.7% | -$7.03万 | 减仓 |
| NVS | NOVARTIS AG | $53.98万 | 0.05% | 3,534 | 544 | 18.2% | $8.31万 | 加仓 |
| QUAL | ISHARES TR | $54.59万 | 0.05% | 2,846 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $54.69万 | 0.05% | 4,331 | 1,105 | 34.3% | $13.95万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $55.35万 | 0.06% | 2,209 | -238 | -9.7% | -$5.96万 | 减仓 |
| CPRT | COPART INC | $56.33万 | 0.06% | 16,966 | 652 | 4.0% | $2.16万 | 加仓 |
| QQQ | INVESCO QQQ TR | $56.40万 | 0.06% | 977 | 26 | 2.7% | $1.50万 | 加仓 |
| BLK | BLACKROCK INC | $56.74万 | 0.06% | 590 | 158 | 36.6% | $15.19万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $57.26万 | 0.06% | 9,742 | 360 | 3.8% | $2.12万 | 加仓 |
| ILMN | ILLUMINA INC | $57.48万 | 0.06% | 4,663 | -189 | -3.9% | -$2.33万 | 减仓 |
| SYK | STRYKER CORPORATION | $57.80万 | 0.06% | 1,759 | 362 | 25.9% | $11.89万 | 加仓 |
| VLO | VALERO ENERGY CORP | $59.47万 | 0.06% | 2,407 | 98 | 4.2% | $2.42万 | 加仓 |
| TPR | TAPESTRY INC | $59.76万 | 0.06% | 4,235 | -1,796 | -29.8% | -$25.34万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $59.96万 | 0.06% | 5,179 | -46 | -0.9% | -$5,325 | 减仓 |
| UNP | UNION PAC CORP | $60.03万 | 0.06% | 2,474 | -30 | -1.2% | -$7,280 | 减仓 |
| ANET | ARISTA NETWORKS INC | $60.35万 | 0.06% | 4,915 | -50 | -1.0% | -$6,139 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.12万 | 0.06% | 2,842 | 40 | 1.4% | $8,602 | 加仓 |
| CME | CME GROUP INC | $61.88万 | 0.06% | 2,095 | 44 | 2.1% | $1.30万 | 加仓 |
| RPM | RPM INTL INC | $62.08万 | 0.06% | 6,245 | -174 | -2.7% | -$1.73万 | 减仓 |
| AME | AMETEK INC | $62.21万 | 0.06% | 2,902 | -66 | -2.2% | -$1.41万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $62.26万 | 0.06% | 17,524 | -83 | -0.5% | -$2,949 | 减仓 |
| ADBE | ADOBE INC | $62.81万 | 0.06% | 2,584 | 671 | 35.1% | $16.31万 | 加仓 |
| SNOW | SNOWFLAKE INC | $64.13万 | 0.06% | 4,252 | -24 | -0.6% | -$3,620 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $64.25万 | 0.06% | 5,637 | -186 | -3.2% | -$2.12万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $64.45万 | 0.06% | 22,124 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $64.80万 | 0.06% | 1,307 | 435 | 49.9% | $21.57万 | 加仓 |
| C | CITIGROUP INC | $66.41万 | 0.07% | 5,856 | 47 | 0.8% | $5,330 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $66.43万 | 0.07% | 17,095 | 1,647 | 10.7% | $6.40万 | 加仓 |
| ASML | ASML HLDG NV | $66.57万 | 0.07% | 504 | 18 | 3.7% | $2.38万 | 加仓 |
| MCD | MCDONALDS CORP | $67.27万 | 0.07% | 2,165 | 205 | 10.5% | $6.37万 | 加仓 |
| T | AT&T INC | $67.39万 | 0.07% | 23,247 | 2,153 | 10.2% | $6.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $67.58万 | 0.07% | 1,131 | -32 | -2.8% | -$1.91万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $67.68万 | 0.07% | 4,627 | 499 | 12.1% | $7.30万 | 加仓 |
| KO | COCA COLA CO | $68.06万 | 0.07% | 8,949 | 831 | 10.2% | $6.32万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.15万 | 0.07% | 3,350 | -27 | -0.8% | -$5,493 | 减仓 |
| HD | HOME DEPOT INC | $68.58万 | 0.07% | 2,085 | 18 | 0.9% | $5,920 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $69.29万 | 0.07% | 3,330 | 134 | 4.2% | $2.79万 | 加仓 |
| XEL | XCEL ENERGY INC | $71.69万 | 0.07% | 9,024 | 148 | 1.7% | $1.18万 | 加仓 |
| INTC | INTEL CORP | $72.28万 | 0.07% | 16,379 | -2,753 | -14.4% | -$12.15万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.13万 | 0.07% | 3,017 | 361 | 13.6% | $8.75万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $75.32万 | 0.08% | 2,783 | 89 | 3.3% | $2.41万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $75.78万 | 0.08% | 3,576 | 26 | 0.7% | $5,509 | 加仓 |
| CAT | CATERPILLAR INC | $76.14万 | 0.08% | 1,075 | 28 | 2.7% | $1.98万 | 加仓 |
| PCG | PG&E CORP | $77.44万 | 0.08% | 44,075 | -4,176 | -8.7% | -$7.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $77.45万 | 0.08% | 5,362 | 2,131 | 66.0% | $30.78万 | 加仓 |
| FDX | FEDEX CORP | $77.59万 | 0.08% | 2,178 | 35 | 1.6% | $1.25万 | 加仓 |
| GM | GENERAL MTRS CO | $81.12万 | 0.08% | 10,888 | 152 | 1.4% | $1.13万 | 加仓 |
| ORCL | ORACLE CORP | $81.40万 | 0.08% | 5,534 | -2,217 | -28.6% | -$32.61万 | 减仓 |
| NOW | SERVICENOW INC | $81.48万 | 0.08% | 7,793 | 1,599 | 25.8% | $16.72万 | 加仓 |