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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $2.54亿 | 25.37% | 6,518,468 | -90,064 | -1.4% | -$350.89万 | 减仓 |
| NTSI | WISDOMTREE TR | $1.07亿 | 10.73% | 2,441,302 | 5,208 | 0.2% | $22.92万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1.05亿 | 10.44% | 567,194 | 8,074 | 1.4% | $148.79万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8,875.31万 | 8.87% | 276,653 | 21,029 | 8.2% | $674.63万 | 加仓 |
| GOVT | ISHARES TR | $8,530.17万 | 8.52% | 3,723,338 | 169,547 | 4.8% | $388.43万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,991.94万 | 2.99% | 1,192,008 | -221 | -0.0% | -$5,547 | 减仓 |
| DOW | DOW HLDGS INC | $2,298.13万 | 2.30% | 551,771 | 3,222 | 0.6% | $13.42万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,599.23万 | 1.60% | 207,396 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,315.50万 | 1.31% | 51,834 | 2,251 | 4.5% | $57.13万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,186.86万 | 1.19% | 116,656 | -3,784 | -3.1% | -$38.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,133.52万 | 1.13% | 64,995 | 1,224 | 1.9% | $21.35万 | 加仓 |
| IEFA | ISHARES TR | $979.90万 | 0.98% | 108,241 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $894.17万 | 0.89% | 64,645 | 1,912 | 3.0% | $26.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $791.06万 | 0.79% | 21,370 | 1,374 | 6.9% | $50.86万 | 加仓 |
| LLY | ELI LILLY & CO | $678.78万 | 0.68% | 7,380 | 829 | 12.7% | $76.25万 | 加仓 |
| ACWV | ISHARES INC | $576.49万 | 0.58% | 48,238 | 3,031 | 6.7% | $36.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $562.31万 | 0.56% | 87,752 | -2,414 | -2.7% | -$15.47万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $557.13万 | 0.56% | 123,478 | 5,109 | 4.3% | $23.05万 | 加仓 |
| AMZN | AMAZON COM INC | $556.51万 | 0.56% | 26,721 | 1,152 | 4.5% | $23.99万 | 加仓 |
| GOOGL | ALPHABET INC | $519.40万 | 0.52% | 18,062 | 119 | 0.7% | $3.42万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $513.92万 | 0.51% | 112,579 | 10,690 | 10.5% | $48.80万 | 加仓 |
| AVGO | BROADCOM INC | $446.25万 | 0.45% | 14,418 | 467 | 3.3% | $14.45万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $431.07万 | 0.43% | 173,051 | 19,144 | 12.4% | $47.69万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $373.97万 | 0.37% | 65,175 | 45,863 | 237.5% | $263.16万 | 加仓 |
| — | SPDR INDEX SHS FDS | $335.87万 | 0.34% | 23,465 | -116 | -0.5% | -$1.66万 | 减仓 |
| WMT | WALMART INC | $324.96万 | 0.32% | 26,148 | -214 | -0.8% | -$2.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $324.44万 | 0.32% | 11,029 | -91 | -0.8% | -$2.68万 | 减仓 |
| AGG | ISHARES TR | $321.11万 | 0.32% | 32,347 | 3,774 | 13.2% | $37.46万 | 加仓 |
| META | META PLATFORMS INC | $307.20万 | 0.31% | 5,369 | -6 | -0.1% | -$3,433 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $236.39万 | 0.24% | 49,434 | 5,703 | 13.0% | $27.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $220.93万 | 0.22% | 3,397 | 8 | 0.2% | $5,203 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $215.18万 | 0.21% | 8,803 | 192 | 2.2% | $4.69万 | 加仓 |
| — | EXXON MOBIL CORP | $209.78万 | 0.21% | 12,365 | 949 | 8.3% | $16.10万 | 加仓 |
| ESGU | ISHARES TR | $208.26万 | 0.21% | 14,726 | -282 | -1.9% | -$3.99万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $204.50万 | 0.20% | 4,093 | 130 | 3.3% | $6.50万 | 加仓 |
| MINT | PIMCO ETF TR | $198.59万 | 0.20% | 19,746 | 2,610 | 15.2% | $26.25万 | 加仓 |
| GE | GE AEROSPACE | $194.70万 | 0.19% | 6,861 | 150 | 2.2% | $4.26万 | 加仓 |
| TSLA | TESLA INC | $178.33万 | 0.18% | 4,797 | 207 | 4.5% | $7.70万 | 加仓 |
| ACWI | ISHARES TR | $176.08万 | 0.18% | 12,725 | -24 | -0.2% | -$3,321 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $169.16万 | 0.17% | 3,530 | 259 | 7.9% | $12.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $163.13万 | 0.16% | 1,637 | 588 | 56.1% | $58.60万 | 加仓 |
| GLD | SPDR GOLD TR | $160.93万 | 0.16% | 3,740 | -35 | -0.9% | -$1.51万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $156.13万 | 0.16% | 33,283 | 3,038 | 10.0% | $14.25万 | 加仓 |
| TRGP | TARGA RES CORP | $153.40万 | 0.15% | 6,118 | 3 | 0.0% | $752 | 加仓 |
| CSCO | CISCO SYS INC | $151.55万 | 0.15% | 19,532 | 339 | 1.8% | $2.63万 | 加仓 |
| GEV | GE VERNOVA INC | $145.25万 | 0.15% | 1,664 | 2 | 0.1% | $1,746 | 加仓 |
| GOOG | ALPHABET INC | $143.77万 | 0.14% | 5,012 | 515 | 11.5% | $14.77万 | 加仓 |
| APH | AMPHENOL CORP | $137.95万 | 0.14% | 10,918 | 1,507 | 16.0% | $19.04万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $135.74万 | 0.14% | 4,018 | 256 | 6.8% | $8.65万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $131.45万 | 0.13% | 4,580 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $127.25万 | 0.13% | 7,069 | 5,259 | 290.6% | $94.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $123.62万 | 0.12% | 40,294 | -2,884 | -6.7% | -$8.85万 | 减仓 |
| PEP | PEPSICO INC | $122.02万 | 0.12% | 7,857 | -139 | -1.7% | -$2.16万 | 减仓 |
| FIX | COMFORT SYS USA INC | $121.21万 | 0.12% | 879 | -89 | -9.2% | -$12.27万 | 减仓 |
| CB | CHUBB LTD SWITZ | $111.31万 | 0.11% | 3,415 | 216 | 6.8% | $7.04万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $108.39万 | 0.11% | 5,073 | 70 | 1.4% | $1.50万 | 加仓 |
| JBL | JABIL INC | $104.71万 | 0.10% | 3,942 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $102.57万 | 0.10% | 3,394 | 392 | 13.1% | $11.85万 | 加仓 |
| AMAT | APPLIED MATLS INC | $101.29万 | 0.10% | 2,964 | 267 | 9.9% | $9.12万 | 加仓 |
| MRK | MERCK & CO INC | $100.27万 | 0.10% | 8,336 | 39 | 0.5% | $4,691 | 加仓 |
| VGT | VANGUARD WORLD FD | $100.26万 | 0.10% | 1,437 | -73 | -4.8% | -$5.09万 | 减仓 |
| KLAC | KLA CORP | $95.10万 | 0.10% | 646 | 36 | 5.9% | $5.30万 | 加仓 |
| MPLX | MPLX LP | $94.79万 | 0.09% | 16,609 | 12,784 | 334.2% | $72.96万 | 加仓 |
| EIX | EDISON INTL | $90.87万 | 0.09% | 12,418 | 956 | 8.3% | $7.00万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $88.86万 | 0.09% | 3,285 | -514 | -13.5% | -$13.90万 | 减仓 |
| CMI | CUMMINS INC | $87.86万 | 0.09% | 1,633 | 18 | 1.1% | $9,684 | 加仓 |
| CVX | CHEVRON CORPORATION | $86.44万 | 0.09% | 4,178 | 274 | 7.0% | $5.67万 | 加仓 |
| NFLX | NETFLIX INC. | $85.70万 | 0.09% | 8,913 | 2,238 | 33.5% | $21.52万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $85.09万 | 0.09% | 14,029 | 1,900 | 15.7% | $11.52万 | 加仓 |
| ABBV | ABBVIE INC | $83.64万 | 0.08% | 3,845 | 100 | 2.7% | $2.18万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $82.44万 | 0.08% | 13,458 | -112 | -0.8% | -$6,861 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $82.10万 | 0.08% | 195 | -6 | -3.0% | -$2.53万 | 减仓 |
| NOW | SERVICENOW INC | $81.48万 | 0.08% | 7,793 | 1,599 | 25.8% | $16.72万 | 加仓 |
| ORCL | ORACLE CORP | $81.40万 | 0.08% | 5,534 | -2,217 | -28.6% | -$32.61万 | 减仓 |
| GM | GENERAL MTRS CO | $81.12万 | 0.08% | 10,888 | 152 | 1.4% | $1.13万 | 加仓 |
| FDX | FEDEX CORP | $77.59万 | 0.08% | 2,178 | 35 | 1.6% | $1.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $77.45万 | 0.08% | 5,362 | 2,131 | 66.0% | $30.78万 | 加仓 |
| PCG | PG&E CORP | $77.44万 | 0.08% | 44,075 | -4,176 | -8.7% | -$7.34万 | 减仓 |
| CAT | CATERPILLAR INC | $76.14万 | 0.08% | 1,075 | 28 | 2.7% | $1.98万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $75.78万 | 0.08% | 3,576 | 26 | 0.7% | $5,509 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $75.32万 | 0.08% | 2,783 | 89 | 3.3% | $2.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.13万 | 0.07% | 3,017 | 361 | 13.6% | $8.75万 | 加仓 |
| INTC | INTEL CORP | $72.28万 | 0.07% | 16,379 | -2,753 | -14.4% | -$12.15万 | 减仓 |
| XEL | XCEL ENERGY INC | $71.69万 | 0.07% | 9,024 | 148 | 1.7% | $1.18万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $69.29万 | 0.07% | 3,330 | 134 | 4.2% | $2.79万 | 加仓 |
| HD | HOME DEPOT INC | $68.58万 | 0.07% | 2,085 | 18 | 0.9% | $5,920 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.15万 | 0.07% | 3,350 | -27 | -0.8% | -$5,493 | 减仓 |
| KO | COCA COLA CO | $68.06万 | 0.07% | 8,949 | 831 | 10.2% | $6.32万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $67.68万 | 0.07% | 4,627 | 499 | 12.1% | $7.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $67.58万 | 0.07% | 1,131 | -32 | -2.8% | -$1.91万 | 减仓 |
| T | AT&T INC | $67.39万 | 0.07% | 23,247 | 2,153 | 10.2% | $6.24万 | 加仓 |
| MCD | MCDONALDS CORP | $67.27万 | 0.07% | 2,165 | 205 | 10.5% | $6.37万 | 加仓 |
| ASML | ASML HLDG NV | $66.57万 | 0.07% | 504 | 18 | 3.7% | $2.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $66.43万 | 0.07% | 17,095 | 1,647 | 10.7% | $6.40万 | 加仓 |
| C | CITIGROUP INC | $66.41万 | 0.07% | 5,856 | 47 | 0.8% | $5,330 | 加仓 |
| LIN | LINDE PLC | $64.80万 | 0.06% | 1,307 | 435 | 49.9% | $21.57万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $64.45万 | 0.06% | 22,124 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $64.25万 | 0.06% | 5,637 | -186 | -3.2% | -$2.12万 | 减仓 |
| SNOW | SNOWFLAKE INC | $64.13万 | 0.06% | 4,252 | -24 | -0.6% | -$3,620 | 减仓 |
| ADBE | ADOBE INC | $62.81万 | 0.06% | 2,584 | 671 | 35.1% | $16.31万 | 加仓 |