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 |
|---|---|---|---|---|---|---|---|---|
| SONY | SONY GROUP CORP | $28.71万 | 0.02% | 14,311 | 3,923 | 37.8% | $7.87万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $28.76万 | 0.02% | 294 | 294 | — | $28.76万 | 新建仓 |
| EVR | EVERCORE INC | $29.02万 | 0.02% | 850 | 77 | 10.0% | $2.63万 | 加仓 |
| IVE | ISHARES TR | $29.20万 | 0.02% | 1,286 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $29.23万 | 0.02% | 2,545 | 32 | 1.3% | $3,676 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $29.33万 | 0.02% | 2,730 | 5 | 0.2% | $537 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $29.35万 | 0.02% | 7,314 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $29.55万 | 0.02% | 479 | 479 | — | $29.55万 | 新建仓 |
| DHI | D R HORTON INC | $29.60万 | 0.02% | 1,817 | 181 | 11.1% | $2.95万 | 加仓 |
| IQV | IQVIA HLDGS INC | $29.64万 | 0.02% | 1,534 | 157 | 11.4% | $3.03万 | 加仓 |
| USB | US BANCORP | $29.64万 | 0.02% | 4,908 | 364 | 8.0% | $2.20万 | 加仓 |
| TW | TRADEWEB MKTS INC | $29.86万 | 0.02% | 2,996 | 1,126 | 60.2% | $11.22万 | 加仓 |
| GRMN | GARMIN LTD | $29.86万 | 0.02% | 1,257 | 18 | 1.5% | $4,276 | 加仓 |
| ARW | ARROW ELECTRS INC | $30.50万 | 0.02% | 1,429 | 1,429 | — | $30.50万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $30.67万 | 0.02% | 2,615 | 509 | 24.2% | $5.97万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $30.67万 | 0.02% | 19,133 | 2,963 | 18.3% | $4.75万 | 加仓 |
| COP | CONOCOPHILLIPS | $30.73万 | 0.02% | 2,956 | 121 | 4.3% | $1.26万 | 加仓 |
| INTU | INTUIT | $30.75万 | 0.02% | 1,178 | 89 | 8.2% | $2.32万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $30.94万 | 0.02% | 686 | -77 | -10.1% | -$3.47万 | 减仓 |
| CME | CME GROUP INC | $30.94万 | 0.02% | 1,401 | -694 | -33.1% | -$15.33万 | 减仓 |
| BA | BOEING CO | $31.19万 | 0.03% | 1,441 | 1,441 | — | $31.19万 | 新建仓 |
| FHI | FEDERATED HERMES INC | $31.22万 | 0.03% | 5,653 | -579 | -9.3% | -$3.20万 | 减仓 |
| NET | CLOUDFLARE INC | $31.22万 | 0.03% | 1,273 | 206 | 19.3% | $5.05万 | 加仓 |
| ALL | ALLSTATE CORP | $31.28万 | 0.03% | 1,315 | 51 | 4.0% | $1.21万 | 加仓 |
| USMV | ISHARES TR | $31.38万 | 0.03% | 3,253 | 172 | 5.6% | $1.66万 | 加仓 |
| TXT | TEXTRON INC | $31.47万 | 0.03% | 3,431 | 44 | 1.3% | $4,036 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $31.49万 | 0.03% | 1,186 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $31.62万 | 0.03% | 5,812 | 44 | 0.8% | $2,394 | 加仓 |
| AMGN | AMGEN INC | $31.84万 | 0.03% | 879 | 136 | 18.3% | $4.93万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $31.85万 | 0.03% | 1,342 | 7 | 0.5% | $1,661 | 加仓 |
| NUE | NUCOR CORP | $32.23万 | 0.03% | 1,447 | 49 | 3.5% | $1.09万 | 加仓 |
| MS | MORGAN STANLEY | $32.32万 | 0.03% | 1,546 | 1,546 | — | $32.32万 | 新建仓 |
| DIS | DISNEY WALT CO | $32.44万 | 0.03% | 3,371 | 150 | 4.7% | $1.44万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $32.46万 | 0.03% | 8,225 | 359 | 4.6% | $1.42万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $32.53万 | 0.03% | 6,698 | 3,243 | 93.9% | $15.75万 | 加仓 |
| DG | DOLLAR GEN CORP | $32.69万 | 0.03% | 2,840 | 2,840 | — | $32.69万 | 新建仓 |
| WAB | WABTEC | $32.73万 | 0.03% | 1,214 | 17 | 1.4% | $4,583 | 加仓 |
| UGI | UGI CORP NEW | $32.88万 | 0.03% | 9,520 | 2,504 | 35.7% | $8.65万 | 加仓 |
| NNN | NNN REIT INC | $32.98万 | 0.03% | 7,087 | 7,087 | — | $32.98万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $33.21万 | 0.03% | 2,335 | 1,375 | 143.2% | $19.55万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $33.22万 | 0.03% | 974 | 974 | — | $33.22万 | 新建仓 |
| GSK | GSK PLC | $33.24万 | 0.03% | 6,342 | 254 | 4.2% | $1.33万 | 加仓 |
| CIEN | CIENA CORP | $33.31万 | 0.03% | 679 | -42 | -5.8% | -$2.06万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $33.51万 | 0.03% | 22,875 | 539 | 2.4% | $7,896 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $33.75万 | 0.03% | 19,035 | 4,889 | 34.6% | $8.67万 | 加仓 |
| QCOM | QUALCOMM INC | $33.90万 | 0.03% | 1,834 | 215 | 13.3% | $3.97万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $34.08万 | 0.03% | 3,693 | 45 | 1.2% | $4,152 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $34.13万 | 0.03% | 2,360 | -233 | -9.0% | -$3.37万 | 减仓 |
| OSK | OSHKOSH CORP | $34.33万 | 0.03% | 2,237 | 526 | 30.7% | $8.07万 | 加仓 |
| PAYX | PAYCHEX INC | $34.42万 | 0.03% | 3,500 | 3,500 | — | $34.42万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $34.57万 | 0.03% | 1,046 | 250 | 31.4% | $8.26万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $34.94万 | 0.03% | 2,808 | 1,439 | 105.1% | $17.91万 | 加仓 |
| VIS | VANGUARD WORLD FD | $35.21万 | 0.03% | 977 | 196 | 25.1% | $7.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.67万 | 0.03% | 8,426 | 432 | 5.4% | $1.83万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $35.79万 | 0.03% | 574 | -21 | -3.5% | -$1.31万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $35.87万 | 0.03% | 4,160 | 4,160 | — | $35.87万 | 新建仓 |
| URTH | ISHARES INC | $36.03万 | 0.03% | 1,778 | -5,291 | -74.8% | -$107.21万 | 减仓 |
| LIN | LINDE PLC | $36.17万 | 0.03% | 697 | -610 | -46.7% | -$31.66万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $36.33万 | 0.03% | 713 | 110 | 18.2% | $5.60万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $36.40万 | 0.03% | 477 | 477 | — | $36.40万 | 新建仓 |
| IVW | ISHARES TR | $36.65万 | 0.03% | 2,665 | -131 | -4.7% | -$1.80万 | 减仓 |
| NTRS | NORTHERN TR CORP | $36.78万 | 0.03% | 2,116 | 154 | 7.8% | $2.68万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $36.88万 | 0.03% | 14,718 | 1,047 | 7.7% | $2.62万 | 加仓 |
| INVH | INVITATION HOMES INC | $36.93万 | 0.03% | 12,226 | 12,226 | — | $36.93万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $37.19万 | 0.03% | 14,721 | 6,818 | 86.3% | $17.22万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $37.29万 | 0.03% | 4,628 | -80 | -1.7% | -$6,446 | 减仓 |
| TGT | TARGET CORP | $37.37万 | 0.03% | 2,861 | 253 | 9.7% | $3.30万 | 加仓 |
| MMM | 3M CO | $37.58万 | 0.03% | 2,321 | 48 | 2.1% | $7,772 | 加仓 |
| — | ISHARES TR | $37.73万 | 0.03% | 6,415 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $37.84万 | 0.03% | 456 | 36 | 8.6% | $2.99万 | 加仓 |
| BCS | BARCLAYS PLC | $37.91万 | 0.03% | 14,113 | 2,017 | 16.7% | $5.42万 | 加仓 |
| ADBE | ADOBE INC | $38.03万 | 0.03% | 1,855 | -729 | -28.2% | -$14.95万 | 减仓 |
| CVS | CVS HEALTH CORP | $38.09万 | 0.03% | 3,682 | 197 | 5.7% | $2.04万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $38.24万 | 0.03% | 8,476 | 8,476 | — | $38.24万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $38.59万 | 0.03% | 4,209 | 4,209 | — | $38.59万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $38.68万 | 0.03% | 9,362 | 976 | 11.6% | $4.03万 | 加仓 |
| VEEV | VEEVA SYS INC | $38.76万 | 0.03% | 2,184 | 25 | 1.2% | $4,437 | 加仓 |
| PFE | PFIZER INC | $38.82万 | 0.03% | 16,120 | 6,696 | 71.1% | $16.12万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $39.58万 | 0.03% | 1,547 | 225 | 17.0% | $5.76万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $40.17万 | 0.03% | 3,737 | 196 | 5.5% | $2.11万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $40.35万 | 0.03% | 1,139 | 36 | 3.3% | $1.28万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $40.36万 | 0.03% | 1,501 | 23 | 1.6% | $6,184 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $40.59万 | 0.03% | 3,085 | 3,085 | — | $40.59万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $40.70万 | 0.03% | 4,715 | 166 | 3.6% | $1.43万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $41.18万 | 0.03% | 2,294 | -279 | -10.8% | -$5.01万 | 减仓 |
| EVRG | EVERGY INC | $41.32万 | 0.03% | 4,781 | 551 | 13.0% | $4.76万 | 加仓 |
| ETN | EATON CORP PLC | $41.59万 | 0.03% | 976 | 19 | 2.0% | $8,096 | 加仓 |
| TMUS | T-MOBILE US INC | $41.92万 | 0.03% | 2,499 | 1,060 | 73.7% | $17.78万 | 加仓 |
| CPRT | COPART INC | $42.01万 | 0.03% | 14,902 | -2,064 | -12.2% | -$5.82万 | 减仓 |
| EQIX | EQUINIX INC | $42.74万 | 0.03% | 410 | 74 | 22.0% | $7.71万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $43.32万 | 0.03% | 7,194 | 653 | 10.0% | $3.93万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.47万 | 0.03% | 618 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $43.48万 | 0.03% | 853 | -22 | -2.5% | -$1.12万 | 减仓 |
| TJX | TJX COS INC NEW | $43.48万 | 0.03% | 2,870 | 158 | 5.8% | $2.39万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.49万 | 0.03% | 867 | -45 | -4.9% | -$2.26万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $43.78万 | 0.04% | 3,465 | -85 | -2.4% | -$1.07万 | 减仓 |
| DHR | DANAHER CORP DEL | $43.92万 | 0.04% | 2,306 | -450 | -16.3% | -$8.57万 | 减仓 |
| NWG | NATWEST GROUP PLC | $44.24万 | 0.04% | 25,092 | 1,943 | 8.4% | $3.43万 | 加仓 |
| IJS | ISHARES TR | $44.69万 | 0.04% | 3,270 | 12 | 0.4% | $1,640 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $44.70万 | 0.04% | 2,471 | 368 | 17.5% | $6.66万 | 加仓 |