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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $69.13万 | 0.06% | 13,017 | -441 | -3.3% | -$2.34万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $68.93万 | 0.06% | 10,961 | 1,219 | 12.5% | $7.67万 | 加仓 |
| RPM | RPM INTL INC | $68.16万 | 0.05% | 6,132 | -113 | -1.8% | -$1.26万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $67.53万 | 0.05% | 2,017 | -192 | -8.7% | -$6.43万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $67.27万 | 0.05% | 2,843 | 1 | 0.0% | $237 | 加仓 |
| STLD | STEEL DYNAMICS INC | $66.89万 | 0.05% | 2,915 | 17 | 0.6% | $3,901 | 加仓 |
| UPRO | PROSHARES TR | $66.54万 | 0.05% | 4,693 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $65.46万 | 0.05% | 4,261 | -777 | -15.4% | -$11.94万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $65.29万 | 0.05% | 17,524 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $64.77万 | 0.05% | 2,068 | -110 | -5.1% | -$3.45万 | 减仓 |
| QUAL | ISHARES TR | $64.15万 | 0.05% | 2,923 | 77 | 2.7% | $1.69万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $63.16万 | 0.05% | 5,409 | 230 | 4.4% | $2.69万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $63.02万 | 0.05% | 1,909 | 158 | 9.0% | $5.22万 | 加仓 |
| BAC | BANK OF AMER CORP | $62.93万 | 0.05% | 11,044 | 1,509 | 15.8% | $8.60万 | 加仓 |
| NVS | NOVARTIS AG | $62.44万 | 0.05% | 3,984 | 450 | 12.7% | $7.05万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $61.53万 | 0.05% | 4,211 | 513 | 13.9% | $7.50万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $61.51万 | 0.05% | 3,451 | -1,424 | -29.2% | -$25.38万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $60.27万 | 0.05% | 1,397 | 18 | 1.3% | $7,766 | 加仓 |
| TER | TERADYNE INC | $59.66万 | 0.05% | 1,233 | -5 | -0.4% | -$2,419 | 减仓 |
| PG | PROCTER & GAMBLE CO | $59.43万 | 0.05% | 4,053 | -1,309 | -24.4% | -$19.20万 | 减仓 |
| MCD | MCDONALDS CORP | $59.26万 | 0.05% | 2,192 | 27 | 1.2% | $7,299 | 加仓 |
| INCY | INCYTE CORP | $59.16万 | 0.05% | 5,219 | -158 | -2.9% | -$1.79万 | 减仓 |
| SNDK | SANDISK CORP | $58.89万 | 0.05% | 259 | 259 | — | $58.89万 | 新建仓 |
| TPR | TAPESTRY INC | $58.79万 | 0.05% | 4,016 | -219 | -5.2% | -$3.21万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $58.35万 | 0.05% | 6,136 | 556 | 10.0% | $5.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $57.50万 | 0.05% | 12,962 | -4,133 | -24.2% | -$18.33万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $56.82万 | 0.05% | 15,669 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $56.46万 | 0.05% | 7,813 | 7,813 | — | $56.46万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $56.08万 | 0.05% | 3,404 | 209 | 6.5% | $3.44万 | 加仓 |
| DAL | DELTA AIR LINES INC | $55.89万 | 0.04% | 5,967 | 269 | 4.7% | $2.52万 | 加仓 |
| MTZ | MASTEC INC | $55.46万 | 0.04% | 1,333 | 9 | 0.7% | $3,745 | 加仓 |
| SAN | BANCO SANTANDER SA | $54.85万 | 0.04% | 39,750 | 4,547 | 12.9% | $6.27万 | 加仓 |
| GLW | CORNING INC | $54.53万 | 0.04% | 2,135 | 24 | 1.1% | $6,130 | 加仓 |
| MO | ALTRIA GROUP INC | $54.38万 | 0.04% | 7,558 | 334 | 4.6% | $2.40万 | 加仓 |
| ADI | ANALOG DEVICES INC | $54.21万 | 0.04% | 1,365 | 166 | 13.8% | $6.59万 | 加仓 |
| VRSN | VERISIGN INC | $53.93万 | 0.04% | 2,144 | 684 | 46.8% | $17.21万 | 加仓 |
| IUSV | ISHARES TR | $53.55万 | 0.04% | 4,862 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $53.55万 | 0.04% | 3,168 | 584 | 22.6% | $9.87万 | 加仓 |
| RTX | RTX CORPORATION | $53.35万 | 0.04% | 2,812 | 741 | 35.8% | $14.06万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $52.24万 | 0.04% | 3,134 | 3,134 | — | $52.24万 | 新建仓 |
| NTRA | NATERA INC | $50.63万 | 0.04% | 1,865 | 143 | 8.3% | $3.88万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $50.40万 | 0.04% | 2,512 | 531 | 26.8% | $10.65万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $50.31万 | 0.04% | 25,296 | 2,508 | 11.0% | $4.99万 | 加仓 |
| T | AT&T INC | $50.30万 | 0.04% | 24,300 | 1,053 | 4.5% | $2.18万 | 加仓 |
| RL | RALPH LAUREN CORP | $50.22万 | 0.04% | 1,251 | -52 | -4.0% | -$2.09万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $50.01万 | 0.04% | 2,701 | 39 | 1.5% | $7,220 | 加仓 |
| NFLX | NETFLIX INC. | $49.99万 | 0.04% | 7,002 | -1,911 | -21.4% | -$13.64万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $49.51万 | 0.04% | 1,662 | 1,662 | — | $49.51万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $49.46万 | 0.04% | 7,460 | 22 | 0.3% | $1,459 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $49.45万 | 0.04% | 7,057 | 439 | 6.6% | $3.08万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.44万 | 0.04% | 4,238 | -389 | -8.4% | -$4.54万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $49.41万 | 0.04% | 12,497 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $49.33万 | 0.04% | 51,490 | 4,613 | 9.8% | $4.42万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $48.82万 | 0.04% | 994 | 174 | 21.2% | $8.55万 | 加仓 |
| IEMG | ISHARES INC | $48.67万 | 0.04% | 5,875 | -476 | -7.5% | -$3.94万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $48.62万 | 0.04% | 5,644 | 3,832 | 211.5% | $33.01万 | 加仓 |
| SNOW | SNOWFLAKE INC | $48.35万 | 0.04% | 1,900 | -2,352 | -55.3% | -$59.86万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.27万 | 0.04% | 477 | 33 | 7.4% | $3.34万 | 加仓 |
| SYK | STRYKER CORPORATION | $48.17万 | 0.04% | 1,530 | -229 | -13.0% | -$7.21万 | 减仓 |
| STT | STATE STR CORP | $48.10万 | 0.04% | 2,836 | 84 | 3.1% | $1.42万 | 加仓 |
| MTUM | ISHARES TR | $47.34万 | 0.04% | 1,381 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $47.31万 | 0.04% | 13,935 | 285 | 2.1% | $9,676 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $46.97万 | 0.04% | 3,536 | -2,101 | -37.3% | -$27.91万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $46.90万 | 0.04% | 3,449 | -48 | -1.4% | -$6,528 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $46.72万 | 0.04% | 2,043 | -68 | -3.2% | -$1.56万 | 减仓 |
| DINO | HF SINCLAIR CORP | $45.68万 | 0.04% | 6,559 | 13 | 0.2% | $905 | 加仓 |
| SNPS | SYNOPSYS INC | $45.45万 | 0.04% | 1,019 | 1,019 | — | $45.45万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $45.16万 | 0.04% | 1,515 | -233 | -13.3% | -$6.95万 | 减仓 |
| BYLD | ISHARES TR | $45.13万 | 0.04% | 19,927 | -4 | -0.0% | -$91 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $44.94万 | 0.04% | 5,909 | 352 | 6.3% | $2.68万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $44.70万 | 0.04% | 2,471 | 368 | 17.5% | $6.66万 | 加仓 |
| IJS | ISHARES TR | $44.69万 | 0.04% | 3,270 | 12 | 0.4% | $1,640 | 加仓 |
| NWG | NATWEST GROUP PLC | $44.24万 | 0.04% | 25,092 | 1,943 | 8.4% | $3.43万 | 加仓 |
| DHR | DANAHER CORP DEL | $43.92万 | 0.04% | 2,306 | -450 | -16.3% | -$8.57万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $43.78万 | 0.04% | 3,465 | -85 | -2.4% | -$1.07万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.49万 | 0.03% | 867 | -45 | -4.9% | -$2.26万 | 减仓 |
| TJX | TJX COS INC NEW | $43.48万 | 0.03% | 2,870 | 158 | 5.8% | $2.39万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $43.48万 | 0.03% | 853 | -22 | -2.5% | -$1.12万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.47万 | 0.03% | 618 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $43.32万 | 0.03% | 7,194 | 653 | 10.0% | $3.93万 | 加仓 |
| EQIX | EQUINIX INC | $42.74万 | 0.03% | 410 | 74 | 22.0% | $7.71万 | 加仓 |
| CPRT | COPART INC | $42.01万 | 0.03% | 14,902 | -2,064 | -12.2% | -$5.82万 | 减仓 |
| TMUS | T-MOBILE US INC | $41.92万 | 0.03% | 2,499 | 1,060 | 73.7% | $17.78万 | 加仓 |
| ETN | EATON CORP PLC | $41.59万 | 0.03% | 976 | 19 | 2.0% | $8,096 | 加仓 |
| EVRG | EVERGY INC | $41.32万 | 0.03% | 4,781 | 551 | 13.0% | $4.76万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $41.18万 | 0.03% | 2,294 | -279 | -10.8% | -$5.01万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $40.70万 | 0.03% | 4,715 | 166 | 3.6% | $1.43万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $40.59万 | 0.03% | 3,085 | 3,085 | — | $40.59万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $40.36万 | 0.03% | 1,501 | 23 | 1.6% | $6,184 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $40.35万 | 0.03% | 1,139 | 36 | 3.3% | $1.28万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $40.17万 | 0.03% | 3,737 | 196 | 5.5% | $2.11万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $39.58万 | 0.03% | 1,547 | 225 | 17.0% | $5.76万 | 加仓 |
| PFE | PFIZER INC | $38.82万 | 0.03% | 16,120 | 6,696 | 71.1% | $16.12万 | 加仓 |
| VEEV | VEEVA SYS INC | $38.76万 | 0.03% | 2,184 | 25 | 1.2% | $4,437 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $38.68万 | 0.03% | 9,362 | 976 | 11.6% | $4.03万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $38.59万 | 0.03% | 4,209 | 4,209 | — | $38.59万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $38.24万 | 0.03% | 8,476 | 8,476 | — | $38.24万 | 新建仓 |
| CVS | CVS HEALTH CORP | $38.09万 | 0.03% | 3,682 | 197 | 5.7% | $2.04万 | 加仓 |
| ADBE | ADOBE INC | $38.03万 | 0.03% | 1,855 | -729 | -28.2% | -$14.95万 | 减仓 |
| BCS | BARCLAYS PLC | $37.91万 | 0.03% | 14,113 | 2,017 | 16.7% | $5.42万 | 加仓 |