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 |
|---|---|---|---|---|---|---|---|---|
| OZK | BANK OZK LITTLE ROCK ARK | $25.74万 | 0.02% | 4,942 | 4,942 | — | $25.74万 | 新建仓 |
| CCK | CROWN HLDGS INC | $25.74万 | 0.02% | 2,302 | -527 | -18.6% | -$5.89万 | 减仓 |
| BIIB | BIOGEN INC | $25.62万 | 0.02% | 1,186 | 36 | 3.1% | $7,778 | 加仓 |
| ROST | ROSS STORES INC | $25.37万 | 0.02% | 1,192 | 1,192 | — | $25.37万 | 新建仓 |
| RBLX | ROBLOX CORP | $25.35万 | 0.02% | 4,661 | 632 | 15.7% | $3.44万 | 加仓 |
| NTNX | NUTANIX INC | $25.17万 | 0.02% | 4,939 | 4,939 | — | $25.17万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $25.08万 | 0.02% | 7,094 | 506 | 7.7% | $1.79万 | 加仓 |
| CRH | CRH PLC | $24.92万 | 0.02% | 2,329 | -81 | -3.4% | -$8,667 | 减仓 |
| RGLD | ROYAL GOLD INC | $24.91万 | 0.02% | 1,248 | 90 | 7.8% | $1.80万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.84万 | 0.02% | 2,584 | -4,234 | -62.1% | -$40.70万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $24.82万 | 0.02% | 2,183 | 2,183 | — | $24.82万 | 新建仓 |
| MPC | MARATHON PETE CORP | $24.75万 | 0.02% | 968 | 56 | 6.1% | $1.43万 | 加仓 |
| UBS | UBS GROUP AG | $24.69万 | 0.02% | 4,982 | 385 | 8.4% | $1.91万 | 重新持有 |
| — | DIREXION SHARES ETF TRUST | $24.59万 | 0.02% | 2,765 | 2,765 | — | $24.59万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $24.47万 | 0.02% | 4,238 | 4,238 | — | $24.47万 | 新建仓 |
| DOV | DOVER CORP | $24.47万 | 0.02% | 1,091 | 30 | 2.8% | $6,728 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $24.44万 | 0.02% | 1,265 | -9 | -0.7% | -$1,739 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $24.29万 | 0.02% | 1,919 | 1,919 | — | $24.29万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $23.94万 | 0.02% | 5,890 | 2 | 0.0% | $81 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $23.86万 | 0.02% | 3,863 | -1,197 | -23.7% | -$7.39万 | 减仓 |
| CSX | CSX CORP | $23.65万 | 0.02% | 4,975 | 43 | 0.9% | $2,044 | 加仓 |
| UL | UNILEVER PLC | $23.54万 | 0.02% | 3,915 | 309 | 8.6% | $1.86万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $23.43万 | 0.02% | 2,669 | 30 | 1.1% | $2,633 | 加仓 |
| NEM | NEWMONT CORP | $23.39万 | 0.02% | 2,504 | 645 | 34.7% | $6.02万 | 加仓 |
| UNM | UNUM GROUP | $23.30万 | 0.02% | 2,606 | 2,606 | — | $23.30万 | 新建仓 |
| KR | KROGER CO | $23.19万 | 0.02% | 4,177 | -3 | -0.1% | -$167 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $23.12万 | 0.02% | 1,387 | -402 | -22.5% | -$6.70万 | 减仓 |
| NOW | SERVICENOW INC | $23.09万 | 0.02% | 2,326 | -5,467 | -70.2% | -$54.28万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $23.06万 | 0.02% | 1,660 | 1,660 | — | $23.06万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $23.06万 | 0.02% | 5,403 | 1,947 | 56.3% | $8.31万 | 加仓 |
| ROL | ROLLINS INC | $23.05万 | 0.02% | 5,523 | -419 | -7.1% | -$1.75万 | 减仓 |
| CGNX | COGNEX CORP | $22.96万 | 0.02% | 3,171 | 3,171 | — | $22.96万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.95万 | 0.02% | 462 | 462 | — | $22.95万 | 新建仓 |
| PLD | PROLOGIS INC. | $22.87万 | 0.02% | 1,688 | 1,688 | — | $22.87万 | 新建仓 |
| WCC | WESCO INTL INC | $22.80万 | 0.02% | 660 | 660 | — | $22.80万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $22.75万 | 0.02% | 2,056 | 2,056 | — | $22.75万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $22.70万 | 0.02% | 11,873 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $22.69万 | 0.02% | 3,656 | 1,331 | 57.2% | $8.26万 | 重新持有 |
| TCBI | TEXAS CAP BANCSHARES INC | $22.63万 | 0.02% | 2,192 | 2,192 | — | $22.63万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $22.59万 | 0.02% | 1,493 | -66 | -4.2% | -$9,988 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $22.52万 | 0.02% | 2,895 | -1,945 | -40.2% | -$15.13万 | 重新持有 |
| MCO | MOODYS CORP | $22.51万 | 0.02% | 497 | 497 | — | $22.51万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $22.46万 | 0.02% | 6,701 | 6,701 | — | $22.46万 | 新建仓 |
| BWA | BORGWARNER INC | $22.45万 | 0.02% | 3,381 | 3,381 | — | $22.45万 | 新建仓 |
| GL | GLOBE LIFE INC | $22.30万 | 0.02% | 1,248 | 1,248 | — | $22.30万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $22.29万 | 0.02% | 7,801 | 7,801 | — | $22.29万 | 新建仓 |
| MSCI | MSCI INC | $22.23万 | 0.02% | 397 | 18 | 4.7% | $1.01万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $22.18万 | 0.02% | 2,800 | -85 | -2.9% | -$6,734 | 减仓 |
| TWLO | TWILIO INC | $22.14万 | 0.02% | 1,073 | 1,073 | — | $22.14万 | 新建仓 |
| CPAY | CORPAY INC | $22.10万 | 0.02% | 663 | 663 | — | $22.10万 | 新建仓 |
| BPOP | POPULAR INC | $22.05万 | 0.02% | 1,343 | 1,343 | — | $22.05万 | 新建仓 |
| TFC | TRUIST FINL CORP | $21.94万 | 0.02% | 4,404 | 4,404 | — | $21.94万 | 新建仓 |
| OC | OWENS CORNING NEW | $21.83万 | 0.02% | 1,373 | 1,373 | — | $21.83万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.79万 | 0.02% | 7,404 | -633 | -7.9% | -$1.86万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $21.67万 | 0.02% | 1,327 | 1,327 | — | $21.67万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $21.34万 | 0.02% | 2,457 | 2,457 | — | $21.34万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $21.24万 | 0.02% | 1,566 | -3,554 | -69.4% | -$48.21万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.21万 | 0.02% | 4,195 | 95 | 2.3% | $4,804 | 加仓 |
| NWSA | NEWS CORP NEW | $21.13万 | 0.02% | 8,508 | 8,508 | — | $21.13万 | 新建仓 |
| IYW | ISHARES TR | $21.01万 | 0.02% | 833 | 379 | 83.5% | $9.56万 | 加仓 |
| RY | ROYAL BK CDA | $21.01万 | 0.02% | 1,015 | 1,015 | — | $21.01万 | 新建仓 |
| TNA | DIREXION SHARES ETF TRUST | $20.99万 | 0.02% | 2,794 | 2,794 | — | $20.99万 | 新建仓 |
| SRE | SEMPRA | $20.97万 | 0.02% | 2,262 | 2,262 | — | $20.97万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $20.96万 | 0.02% | 5,966 | 5,966 | — | $20.96万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $20.91万 | 0.02% | 2,045 | 2,045 | — | $20.91万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $20.91万 | 0.02% | 957 | -164 | -14.6% | -$3.58万 | 减仓 |
| CTVA | CORTEVA INC | $20.73万 | 0.02% | 2,448 | -5 | -0.2% | -$423 | 减仓 |
| MHK | MOHAWK INDS INC | $20.72万 | 0.02% | 1,708 | 1,708 | — | $20.72万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $20.65万 | 0.02% | 2,675 | 2,675 | — | $20.65万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $20.65万 | 0.02% | 1,973 | 1,973 | — | $20.65万 | 新建仓 |
| IWF | ISHARES TR | $20.65万 | 0.02% | 1,663 | 227 | 15.8% | $2.82万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $20.60万 | 0.02% | 449 | -18 | -3.9% | -$8,258 | 重新持有 |
| ACLS | AXCELIS TECHNOLOGIES INC | $20.59万 | 0.02% | 1,087 | 1,087 | — | $20.59万 | 新建仓 |
| DTE | DTE ENERGY CO | $20.59万 | 0.02% | 1,351 | 1,351 | — | $20.59万 | 新建仓 |
| HRB | BLOCK H & R INC | $20.57万 | 0.02% | 5,401 | 5,401 | — | $20.57万 | 新建仓 |
| RBRK | RUBRIK INC. | $20.55万 | 0.02% | 2,560 | 2,560 | — | $20.55万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.45万 | 0.02% | 12,069 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $20.42万 | 0.02% | 7,739 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $20.34万 | 0.02% | 1,207 | -735 | -37.8% | -$12.39万 | 减仓 |
| GIS | GENERAL MILLS INC | $20.32万 | 0.02% | 5,839 | 5,839 | — | $20.32万 | 新建仓 |
| ITOT | ISHARES TR | $20.27万 | 0.02% | 1,234 | -22 | -1.8% | -$3,614 | 减仓 |
| ENB | ENBRIDGE INC | $20.08万 | 0.02% | 3,705 | 3,705 | — | $20.08万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.01万 | 0.02% | 740 | 740 | — | $20.01万 | 新建仓 |
| S | SENTINELONE INC | $18.75万 | 0.02% | 11,051 | -3,548 | -24.3% | -$6.02万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $18.52万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $18.23万 | 0.01% | 1,149 | 296 | 34.7% | $4.70万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $17.93万 | 0.01% | 1,015 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $17.45万 | 0.01% | 2,377 | 2,377 | — | $17.45万 | 新建仓 |
| IWD | ISHARES TR | $16.85万 | 0.01% | 695 | -225 | -24.5% | -$5.45万 | 减仓 |
| IVV | ISHARES TR | $16.70万 | 0.01% | 223 | 2 | 0.9% | $1,498 | 加仓 |
| VB | VANGUARD INDEX FDS | $16.61万 | 0.01% | 548 | 1 | 0.2% | $303 | 加仓 |
| NMR | NOMURA HLDGS INC | $15.97万 | 0.01% | 18,193 | 2,157 | 13.5% | $1.89万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $15.86万 | 0.01% | 10,912 | 10,912 | — | $15.86万 | 新建仓 |
| TQQQ | PROSHARES TR | $15.15万 | 0.01% | 1,870 | -1,594 | -46.0% | -$12.91万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $15.04万 | 0.01% | 611 | 84 | 15.9% | $2.07万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $14.55万 | 0.01% | 1,223 | 1,142 | 1,409.9% | $13.59万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $14.16万 | 0.01% | 13,121 | 158 | 1.2% | $1,705 | 加仓 |
| CAG | CONAGRA BRANDS INC | $13.98万 | 0.01% | 10,388 | 10,388 | — | $13.98万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $13.97万 | 0.01% | 23,958 | 7,164 | 42.7% | $4.18万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $13.92万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |