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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $102.40万 | 0.08% | 6,987 | 1,453 | 26.3% | $21.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $103.14万 | 0.08% | 14,476 | -73,276 | -83.5% | -$522.09万 | 减仓 |
| ABBV | ABBVIE INC | $104.39万 | 0.08% | 4,148 | 303 | 7.9% | $7.63万 | 加仓 |
| MRK | MERCK & CO INC | $106.96万 | 0.09% | 8,324 | -12 | -0.1% | -$1,542 | 减仓 |
| ASML | ASML HLDG NV | $108.23万 | 0.09% | 544 | 40 | 7.9% | $7.96万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $108.83万 | 0.09% | 3,760 | 184 | 5.1% | $5.33万 | 加仓 |
| CB | CHUBB LIMITED | $117.45万 | 0.09% | 3,447 | 32 | 0.9% | $1.09万 | 加仓 |
| HD | HOME DEPOT INC | $123.69万 | 0.10% | 3,507 | 1,422 | 68.2% | $50.15万 | 加仓 |
| GLD | SPDR GOLD TR | $124.07万 | 0.10% | 3,368 | -372 | -9.9% | -$13.70万 | 减仓 |
| CAT | CATERPILLAR INC | $124.67万 | 0.10% | 1,171 | 96 | 8.9% | $10.22万 | 加仓 |
| CMI | CUMMINS INC | $124.81万 | 0.10% | 1,750 | 117 | 7.2% | $8.34万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $129.41万 | 0.10% | 40,810 | 516 | 1.3% | $1.64万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $130.81万 | 0.11% | 4,158 | -422 | -9.2% | -$13.28万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $131.45万 | 0.11% | 2,058 | -1,227 | -37.4% | -$78.37万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $137.07万 | 0.11% | 2,669 | -1,424 | -34.8% | -$73.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $137.79万 | 0.11% | 2,372 | -978 | -29.2% | -$56.81万 | 减仓 |
| APH | AMPHENOL CORP | $148.60万 | 0.12% | 8,428 | -2,490 | -22.8% | -$43.90万 | 减仓 |
| FIX | COMFORT SYS USA INC | $152.02万 | 0.12% | 767 | -112 | -12.7% | -$22.20万 | 减仓 |
| V | VISA INC | $153.25万 | 0.12% | 4,467 | 1,073 | 31.6% | $36.81万 | 加仓 |
| INTC | INTEL CORP | $155.73万 | 0.13% | 11,153 | -5,226 | -31.9% | -$72.97万 | 减仓 |
| JBL | JABIL INC | $157.47万 | 0.13% | 4,085 | 143 | 3.6% | $5.51万 | 加仓 |
| VGT | VANGUARD WORLD FD | $158.08万 | 0.13% | 13,226 | 1,730 | 15.0% | $20.68万 | 加仓 |
| TRGP | TARGA RES CORP | $164.37万 | 0.13% | 6,130 | 12 | 0.2% | $3,218 | 加仓 |
| — | EXXON MOBIL CORP | $173.20万 | 0.14% | 12,669 | 304 | 2.5% | $4.16万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $189.55万 | 0.15% | 30,711 | -34,464 | -52.9% | -$212.71万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $189.76万 | 0.15% | 36,648 | 3,365 | 10.1% | $17.42万 | 加仓 |
| GOOG | ALPHABET INC | $193.66万 | 0.16% | 5,481 | 469 | 9.4% | $16.57万 | 加仓 |
| ACWI | ISHARES TR | $194.39万 | 0.16% | 12,384 | -341 | -2.7% | -$5.35万 | 减仓 |
| KLAC | KLA CORP | $198.88万 | 0.16% | 6,592 | 132 | 2.0% | $3.98万 | 加仓 |
| MINT | PIMCO ETF TR | $201.24万 | 0.16% | 19,962 | 216 | 1.1% | $2.18万 | 加仓 |
| GEV | GE VERNOVA INC | $205.37万 | 0.17% | 1,748 | 84 | 5.0% | $9.87万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $208.96万 | 0.17% | 4,176 | 646 | 18.3% | $32.33万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $218.83万 | 0.18% | 5,050 | -23 | -0.5% | -$9,967 | 减仓 |
| META | META PLATFORMS INC | $219.03万 | 0.18% | 3,888 | -1,481 | -27.6% | -$83.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $222.44万 | 0.18% | 3,077 | 113 | 3.8% | $8.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $222.89万 | 0.18% | 8,776 | -27 | -0.3% | -$6,857 | 减仓 |
| TSLA | TESLA INC | $229.18万 | 0.18% | 5,449 | 652 | 13.6% | $27.42万 | 加仓 |
| CSCO | CISCO SYS INC | $232.97万 | 0.19% | 19,834 | 302 | 1.5% | $3.55万 | 加仓 |
| ESGU | ISHARES TR | $243.88万 | 0.20% | 14,901 | 175 | 1.2% | $2.86万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $244.31万 | 0.20% | 50,530 | 1,096 | 2.2% | $5.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $254.66万 | 0.20% | 3,410 | 13 | 0.4% | $9,708 | 加仓 |
| GE | GE AEROSPACE | $264.56万 | 0.21% | 7,079 | 218 | 3.2% | $8.15万 | 加仓 |
| WMT | WALMART INC | $292.68万 | 0.24% | 25,842 | -306 | -1.2% | -$3.47万 | 减仓 |
| AGG | ISHARES TR | $325.62万 | 0.26% | 32,898 | 551 | 1.7% | $5.45万 | 加仓 |
| — | SPDR INDEX SHS FDS | $357.27万 | 0.29% | 23,518 | 53 | 0.2% | $8,051 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $385.73万 | 0.31% | 11,784 | 755 | 6.8% | $24.71万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $413.57万 | 0.33% | 25,602 | 25,602 | — | $413.57万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $435.13万 | 0.35% | 176,450 | 3,399 | 2.0% | $8.38万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $453.75万 | 0.36% | 3,931 | -87 | -2.2% | -$10.04万 | 减仓 |
| AVGO | BROADCOM INC | $455.23万 | 0.37% | 12,051 | -2,367 | -16.4% | -$89.41万 | 减仓 |
| GOOGL | ALPHABET INC | $551.22万 | 0.44% | 15,424 | -2,638 | -14.6% | -$94.28万 | 减仓 |
| AMZN | AMAZON COM INC | $577.84万 | 0.46% | 24,244 | -2,477 | -9.3% | -$59.04万 | 减仓 |
| ACWV | ISHARES INC | $588.66万 | 0.47% | 48,961 | 723 | 1.5% | $8.69万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $633.78万 | 0.51% | 125,776 | 13,197 | 11.7% | $66.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $680.36万 | 0.55% | 18,239 | -3,131 | -14.7% | -$116.79万 | 减仓 |
| LLY | ELI LILLY & CO | $888.29万 | 0.71% | 7,406 | 26 | 0.4% | $3.12万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,012.29万 | 0.81% | 64,497 | -148 | -0.2% | -$2.32万 | 减仓 |
| IEFA | ISHARES TR | $1,050.27万 | 0.84% | 108,747 | 506 | 0.5% | $4.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,130.38万 | 0.91% | 56,493 | -8,502 | -13.1% | -$170.12万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,168.08万 | 0.94% | 136,634 | -70,762 | -34.1% | -$604.94万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,343.63万 | 1.08% | 114,517 | -2,139 | -1.8% | -$25.10万 | 减仓 |
| AAPL | APPLE INC | $1,384.19万 | 1.11% | 47,836 | -3,998 | -7.7% | -$115.69万 | 减仓 |
| DOW | DOW HLDGS INC | $1,516.17万 | 1.22% | 554,157 | 2,386 | 0.4% | $6.53万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $3,439.17万 | 2.76% | 1,187,558 | -4,450 | -0.4% | -$12.89万 | 减仓 |
| GOVT | ISHARES TR | $8,758.95万 | 7.04% | 3,845,020 | 121,682 | 3.3% | $277.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $9,973.37万 | 8.02% | 269,521 | -7,132 | -2.6% | -$263.91万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1.12亿 | 9.04% | 569,031 | 1,837 | 0.3% | $36.30万 | 加仓 |
| NTSI | WISDOMTREE TR | $1.15亿 | 9.23% | 2,462,956 | 21,654 | 0.9% | $100.91万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.57亿 | 12.62% | 3,036,703 | 2,913,225 | 2,359.3% | $1.51亿 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2.78亿 | 22.31% | 6,729,230 | 210,762 | 3.2% | $869.39万 | 加仓 |