Syverson Strege & Co
WEST DES MOINES IA · SEC CIK 0001682057
$4.59亿2026Q2 申报市值
186持仓数
69.9%前十大占比 · 第一大 30.9%
21 / 5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
JPST 加仓+$132.54万
DIMENSIONAL ETF 加仓+$67.40万
SNDK 新建仓+$64.80万
ASML 新建仓+$32.63万
DFIC 加仓+$30.45万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$486.24万
DFIS 减仓-$157.92万
DFEM 减仓-$153.57万
DFAU 减仓-$78.17万
MSFT 减仓-$45.51万
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 |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -504 | -100.0% | -$23.85万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -625 | -100.0% | -$22.26万 | 清仓 |
| IMO | IMPERIAL OIL LTD | $0 | 0.00% | 0 | -1,629 | -100.0% | -$21.31万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -3,847 | -100.0% | -$21.23万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,406 | -100.0% | -$20.55万 | 清仓 |
| LPL | LG DISPLAY CO LTD | $5.46万 | 0.01% | 14,036 | 303 | 2.2% | $1,179 | 加仓 |
| NMR | NOMURA HLDGS INC | $10.83万 | 0.02% | 12,337 | -408 | -3.2% | -$3,582 | 减仓 |
| EBAY | EBAY INC. | $20.09万 | 0.04% | 1,798 | 1,798 | — | $20.09万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $20.13万 | 0.04% | 2,639 | 2,639 | — | $20.13万 | 新建仓 |
| UNP | UNION PAC CORP | $20.16万 | 0.04% | 741 | 741 | — | $20.16万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.22万 | 0.04% | 814 | -49 | -5.7% | -$1.22万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $20.49万 | 0.04% | 762 | 762 | — | $20.49万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $20.50万 | 0.04% | 1,783 | 1,783 | — | $20.50万 | 新建仓 |
| DE | DEERE & CO | $20.81万 | 0.05% | 328 | 328 | — | $20.81万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.81万 | 0.05% | 538 | -196 | -26.7% | -$7.58万 | 重新持有 |
| AFL | AFLAC INC | $20.85万 | 0.05% | 1,778 | 1,778 | — | $20.85万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $21.02万 | 0.05% | 1,900 | 1,900 | — | $21.02万 | 新建仓 |
| QUAL | ISHARES TR | $21.28万 | 0.05% | 970 | 970 | — | $21.28万 | 新建仓 |
| EXC | EXELON CORP | $21.33万 | 0.05% | 4,575 | -156 | -3.3% | -$7,273 | 减仓 |
| CMI | CUMMINS INC | $21.47万 | 0.05% | 301 | 301 | — | $21.47万 | 新建仓 |
| COP | CONOCOPHILLIPS | $21.51万 | 0.05% | 2,069 | -70 | -3.3% | -$7,277 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $21.83万 | 0.05% | 2,871 | -190 | -6.2% | -$1.44万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $21.87万 | 0.05% | 2,026 | 2,026 | — | $21.87万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $22.00万 | 0.05% | 510 | 510 | — | $22.00万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $22.11万 | 0.05% | 278 | -1 | -0.4% | -$795 | 减仓 |
| FAST | FASTENAL CO | $22.17万 | 0.05% | 4,615 | -63 | -1.3% | -$3,026 | 减仓 |
| NOK | NOKIA CORP | $22.46万 | 0.05% | 16,911 | -65 | -0.4% | -$863 | 减仓 |
| VTRS | VIATRIS INC | $22.75万 | 0.05% | 14,324 | 1,313 | 10.1% | $2.09万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $22.75万 | 0.05% | 1,393 | 1,393 | — | $22.75万 | 新建仓 |
| FLEX | FLEX LTD | $22.80万 | 0.05% | 1,407 | 1,407 | — | $22.80万 | 新建仓 |
| LIN | LINDE PLC | $22.94万 | 0.05% | 442 | 1 | 0.2% | $519 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $23.06万 | 0.05% | 2,399 | 2,399 | — | $23.06万 | 新建仓 |
| UNM | UNUM GROUP | $23.14万 | 0.05% | 2,588 | 2,588 | — | $23.14万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $23.49万 | 0.05% | 3,152 | -134 | -4.1% | -$9,987 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $23.58万 | 0.05% | 2,188 | 2,188 | — | $23.58万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.99万 | 0.05% | 14,363 | 482 | 3.5% | $8,049 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $24.07万 | 0.05% | 2,451 | 200 | 8.9% | $1.96万 | 加仓 |
| UBS | UBS GROUP AG | $24.88万 | 0.05% | 5,021 | -328 | -6.1% | -$1.63万 | 减仓 |
| CB | CHUBB LIMITED | $24.94万 | 0.05% | 732 | -22 | -2.9% | -$7,496 | 减仓 |
| ING | ING GROEP N.V. | $24.94万 | 0.05% | 7,949 | -444 | -5.3% | -$1.39万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $24.95万 | 0.05% | 2,843 | -82 | -2.8% | -$7,197 | 减仓 |
| BHP | BHP BILLITON LIMITED | $24.96万 | 0.05% | 2,996 | -128 | -4.1% | -$1.07万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $25.24万 | 0.06% | 7,396 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $25.36万 | 0.06% | 2,562 | 19 | 0.7% | $1,880 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $25.73万 | 0.06% | 4,091 | -25 | -0.6% | -$1,572 | 减仓 |
| COR | CENCORA INC | $26.06万 | 0.06% | 921 | -132 | -12.5% | -$3.74万 | 减仓 |
| TER | TERADYNE INC | $26.27万 | 0.06% | 543 | 543 | — | $26.27万 | 新建仓 |
| AMGN | AMGEN INC | $26.36万 | 0.06% | 728 | -28 | -3.7% | -$1.01万 | 减仓 |
| AOR | ISHARES TR | $26.41万 | 0.06% | 3,800 | -72 | -1.9% | -$5,004 | 减仓 |
| QCOM | QUALCOMM INC | $26.76万 | 0.06% | 1,448 | -413 | -22.2% | -$7.63万 | 减仓 |
| AEE | AMEREN CORP | $27.29万 | 0.06% | 2,414 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $27.84万 | 0.06% | 19,149 | 1,484 | 8.4% | $2.16万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $27.95万 | 0.06% | 5,207 | -259 | -4.7% | -$1.39万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.27万 | 0.06% | 11,989 | -35 | -0.3% | -$825 | 减仓 |
| YUM | YUM BRANDS INC | $28.33万 | 0.06% | 1,772 | 68 | 4.0% | $1.09万 | 加仓 |
| MCD | MCDONALDS CORP | $28.38万 | 0.06% | 1,050 | -78 | -6.9% | -$2.11万 | 减仓 |
| GIS | GENERAL MILLS INC | $28.39万 | 0.06% | 8,159 | 8,159 | — | $28.39万 | 新建仓 |
| GWW | WW GRAINGER INC | $29.52万 | 0.06% | 217 | -29 | -11.8% | -$3.95万 | 减仓 |
| NEM | NEWMONT CORP | $30.11万 | 0.07% | 3,224 | 685 | 27.0% | $6.40万 | 加仓 |
| ALL | ALLSTATE CORP | $30.50万 | 0.07% | 1,282 | -20 | -1.5% | -$4,759 | 减仓 |
| PFE | PFIZER INC | $30.59万 | 0.07% | 12,702 | -773 | -5.7% | -$1.86万 | 减仓 |
| AOM | ISHARES TR | $30.74万 | 0.07% | 6,162 | -257 | -4.0% | -$1.28万 | 减仓 |
| NVS | NOVARTIS AG | $30.78万 | 0.07% | 1,964 | -9 | -0.5% | -$1,410 | 减仓 |
| SHEL | SHELL PLC | $30.96万 | 0.07% | 3,993 | -148 | -3.6% | -$1.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $31.15万 | 0.07% | 921 | -8 | -0.9% | -$2,706 | 减仓 |
| HSBC | HSBC HLDGS PLC | $31.66万 | 0.07% | 3,329 | -252 | -7.0% | -$2.40万 | 减仓 |
| PGR | PROGRESSIVE CORP | $32.46万 | 0.07% | 1,486 | -413 | -21.7% | -$9.02万 | 减仓 |
| ASML | ASML HLDG NV | $32.63万 | 0.07% | 164 | 164 | — | $32.63万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $32.96万 | 0.07% | 337 | -4 | -1.2% | -$3,912 | 减仓 |
| MS | MORGAN STANLEY | $33.07万 | 0.07% | 1,582 | 164 | 11.6% | $3.43万 | 加仓 |
| TXN | TEXAS INSTRS INC | $33.26万 | 0.07% | 1,116 | -3 | -0.3% | -$894 | 减仓 |
| PEP | PEPSICO INC | $33.99万 | 0.07% | 2,510 | -494 | -16.4% | -$6.69万 | 减仓 |
| KR | KROGER CO | $34.30万 | 0.07% | 6,176 | -220 | -3.4% | -$1.22万 | 减仓 |
| RTX | RTX CORPORATION | $34.30万 | 0.07% | 1,808 | -1 | -0.1% | -$190 | 减仓 |
| ORCL | ORACLE CORP | $34.65万 | 0.08% | 2,364 | -261 | -9.9% | -$3.83万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $34.72万 | 0.08% | 2,044 | -101 | -4.7% | -$1.72万 | 减仓 |
| F | FORD MTR CO | $34.86万 | 0.08% | 25,077 | -2,595 | -9.4% | -$3.61万 | 减仓 |
| SAN | BANCO SANTANDER SA | $35.04万 | 0.08% | 25,391 | -1,057 | -4.0% | -$1.46万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $35.36万 | 0.08% | 8,557 | 4,487 | 110.2% | $18.54万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $35.52万 | 0.08% | 1,495 | -47 | -3.0% | -$1.12万 | 减仓 |
| CSX | CSX CORP | $35.88万 | 0.08% | 7,548 | -86 | -1.1% | -$4,088 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $36.02万 | 0.08% | 37,597 | -1,638 | -4.2% | -$1.57万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $36.11万 | 0.08% | 8,004 | -811 | -9.2% | -$3.66万 | 减仓 |
| VLO | VALERO ENERGY CORP | $36.46万 | 0.08% | 1,400 | 46 | 3.4% | $1.20万 | 加仓 |
| APH | AMPHENOL CORP | $36.87万 | 0.08% | 2,091 | -365 | -14.9% | -$6.44万 | 减仓 |
| JBL | JABIL INC | $37.39万 | 0.08% | 970 | -68 | -6.6% | -$2.62万 | 减仓 |
| GEV | GE VERNOVA INC | $37.60万 | 0.08% | 320 | -16 | -4.8% | -$1.88万 | 减仓 |
| BCS | BARCLAYS PLC | $37.76万 | 0.08% | 14,059 | 727 | 5.5% | $1.95万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $38.20万 | 0.08% | 1,904 | -70 | -3.5% | -$1.40万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $38.27万 | 0.08% | 15,270 | -912 | -5.6% | -$2.29万 | 减仓 |
| KO | COCA COLA CO | $38.56万 | 0.08% | 4,745 | 47 | 1.0% | $3,820 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.24万 | 0.09% | 3,363 | 759 | 29.1% | $8.86万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $39.61万 | 0.09% | 1,200 | -38 | -3.1% | -$1.25万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $41.53万 | 0.09% | 5,942 | 16 | 0.3% | $1,118 | 加仓 |
| GILD | GILEAD SCIENCES INC | $42.21万 | 0.09% | 3,341 | 133 | 4.1% | $1.68万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $42.29万 | 0.09% | 7,828 | -968 | -11.0% | -$5.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.70万 | 0.10% | 915 | 91 | 11.0% | $4.35万 | 加仓 |
| V | VISA INC | $45.29万 | 0.10% | 1,320 | -53 | -3.9% | -$1.82万 | 减仓 |
| MCK | MCKESSON CORP | $47.07万 | 0.10% | 623 | -11 | -1.7% | -$8,312 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $47.66万 | 0.10% | 3,296 | -114 | -3.3% | -$1.65万 | 减仓 |