Syverson Strege & Co
WEST DES MOINES IA · SEC CIK 0001682057
$4.16亿2026Q1 申报市值
169持仓数
70.8%前十大占比 · 第一大 29.7%
6 / 7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
JPST 加仓+$53.43万
DIMENSIONAL ETF 加仓+$46.60万
NVDA 加仓+$36.71万
DIMENSIONAL ETF 加仓+$34.57万
GOOG 加仓+$29.89万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$172.60万
DFIC 减仓-$131.32万
DFAU 减仓-$129.59万
DFAI 减仓-$92.75万
BOND 减仓-$79.15万
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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $53.01万 | 0.13% | 9,807 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $53.25万 | 0.13% | 7,148 | 230 | 3.3% | $1.71万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.29万 | 0.13% | 10,616 | -716 | -6.3% | -$3.59万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $54.36万 | 0.13% | 16,003 | 1,118 | 7.5% | $3.80万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $54.37万 | 0.13% | 3,764 | -10 | -0.3% | -$1,445 | 减仓 |
| SO | SOUTHERN CO | $54.83万 | 0.13% | 5,681 | -361 | -6.0% | -$3.48万 | 减仓 |
| TJX | TJX COS INC NEW | $54.86万 | 0.13% | 3,435 | 99 | 3.0% | $1.58万 | 加仓 |
| MCK | MCKESSON CORP | $54.86万 | 0.13% | 634 | 20 | 3.3% | $1.73万 | 加仓 |
| AMAT | APPLIED MATLS INC | $54.99万 | 0.13% | 1,609 | -369 | -18.7% | -$12.61万 | 减仓 |
| MRK | MERCK & CO INC | $55.55万 | 0.13% | 4,618 | 476 | 11.5% | $5.73万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $56.35万 | 0.14% | 2,082 | -399 | -16.1% | -$10.80万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $56.71万 | 0.14% | 13,384 | -322 | -2.3% | -$1.36万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $56.85万 | 0.14% | 2,661 | 604 | 29.4% | $12.91万 | 加仓 |
| INTC | INTEL CORP | $58.87万 | 0.14% | 13,340 | 869 | 7.0% | $3.83万 | 加仓 |
| MPC | MARATHON PETE CORP | $58.97万 | 0.14% | 2,415 | -12 | -0.5% | -$2,930 | 减仓 |
| NEAR | ISHARES U S ETF TR | $61.40万 | 0.15% | 12,077 | 1 | 0.0% | $51 | 加仓 |
| GE | GE AEROSPACE | $62.17万 | 0.15% | 2,191 | -218 | -9.0% | -$6.19万 | 减仓 |
| BAC | BANK AMERICA CORP | $63.27万 | 0.15% | 12,979 | -374 | -2.8% | -$1.82万 | 减仓 |
| CAT | CATERPILLAR INC | $65.56万 | 0.16% | 925 | 84 | 10.0% | $5.95万 | 加仓 |
| EMR | EMERSON ELEC CO | $67.43万 | 0.16% | 5,147 | -300 | -5.5% | -$3.93万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $68.07万 | 0.16% | 27,448 | 698 | 2.6% | $1.73万 | 加仓 |
| CSCO | CISCO SYS INC | $70.33万 | 0.17% | 9,065 | 32 | 0.4% | $2,483 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $75.55万 | 0.18% | 893 | -22 | -2.4% | -$1.86万 | 减仓 |
| MUNI | PIMCO ETF TR | $78.55万 | 0.19% | 15,051 | 134 | 0.9% | $6,993 | 加仓 |
| MA | MASTERCARD INCORPORATED | $82.39万 | 0.20% | 1,649 | -109 | -6.2% | -$5.45万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $83.95万 | 0.20% | 4,079 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $84.19万 | 0.20% | 2,492 | 338 | 15.7% | $11.42万 | 加仓 |
| LLY | ELI LILLY & CO | $85.63万 | 0.21% | 931 | -20 | -2.1% | -$1.84万 | 减仓 |
| C | CITIGROUP INC | $87.03万 | 0.21% | 7,674 | -172 | -2.2% | -$1.95万 | 减仓 |
| HD | HOME DEPOT INC | $88.72万 | 0.21% | 2,698 | -272 | -9.2% | -$8.94万 | 减仓 |
| IWB | ISHARES TR | $90.17万 | 0.22% | 2,529 | 3 | 0.1% | $1,070 | 加仓 |
| NFLX | NETFLIX INC. | $91.13万 | 0.22% | 9,478 | -1,292 | -12.0% | -$12.42万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $91.97万 | 0.22% | 923 | -54 | -5.5% | -$5.38万 | 减仓 |
| LDUR | PIMCO ETF TR | $97.93万 | 0.24% | 10,220 | -693 | -6.4% | -$6.64万 | 减仓 |
| WFC | WELLS FARGO & CO | $98.12万 | 0.24% | 12,326 | -8 | -0.1% | -$637 | 减仓 |
| CVX | CHEVRON CORPORATION | $98.14万 | 0.24% | 4,743 | 1,021 | 27.4% | $21.13万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.98万 | 0.25% | 4,207 | -450 | -9.7% | -$10.91万 | 减仓 |
| T | AT&T INC | $107.56万 | 0.26% | 37,104 | -158 | -0.4% | -$4,580 | 减仓 |
| AVGO | BROADCOM INC | $117.83万 | 0.28% | 3,807 | 41 | 1.1% | $1.27万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $118.04万 | 0.28% | 15,718 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $126.61万 | 0.30% | 6,597 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $133.98万 | 0.32% | 25,760 | 10 | 0.0% | $520 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $136.26万 | 0.33% | 6,336 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $141.06万 | 0.34% | 6,486 | -88 | -1.3% | -$1.91万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $145.33万 | 0.35% | 14,155 | -379 | -2.6% | -$3.89万 | 减仓 |
| GOOG | ALPHABET INC | $157.37万 | 0.38% | 5,486 | 1,042 | 23.4% | $29.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $158.48万 | 0.38% | 5,388 | -24 | -0.4% | -$7,059 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $159.83万 | 0.38% | 6,539 | -77 | -1.2% | -$1.88万 | 减仓 |
| GOOGL | ALPHABET INC | $163.48万 | 0.39% | 5,685 | 347 | 6.5% | $9.98万 | 加仓 |
| AOA | ISHARES TR | $164.09万 | 0.39% | 18,543 | -1,545 | -7.7% | -$13.67万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $175.00万 | 0.42% | 51,682 | -7,217 | -12.3% | -$24.44万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $182.83万 | 0.44% | 43,120 | -594 | -1.4% | -$2.52万 | 减仓 |
| AMZN | AMAZON COM INC | $191.34万 | 0.46% | 9,187 | 552 | 6.4% | $11.50万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $193.08万 | 0.46% | 26,170 | -2,964 | -10.2% | -$21.87万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $203.97万 | 0.49% | 28,764 | -722 | -2.4% | -$5.12万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $251.72万 | 0.61% | 49,377 | -2,176 | -4.2% | -$11.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $253.74万 | 0.61% | 5,295 | -46 | -0.9% | -$2.20万 | 减仓 |
| META | META PLATFORMS INC | $256.83万 | 0.62% | 4,489 | -163 | -3.5% | -$9.33万 | 减仓 |
| — | EXXON MOBIL CORP | $265.08万 | 0.64% | 15,624 | 98 | 0.6% | $1.66万 | 加仓 |
| WMT | WALMART INC | $276.55万 | 0.67% | 22,252 | -371 | -1.6% | -$4.61万 | 减仓 |
| USMV | ISHARES TR | $306.19万 | 0.74% | 33,016 | -624 | -1.9% | -$5.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $315.66万 | 0.76% | 8,527 | -475 | -5.3% | -$17.58万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $354.75万 | 0.85% | 77,003 | -12,695 | -14.2% | -$58.49万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $360.94万 | 0.87% | 87,842 | -93 | -0.1% | -$3,821 | 减仓 |
| AAPL | APPLE INC | $421.58万 | 1.01% | 16,612 | 497 | 3.1% | $12.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $428.33万 | 1.03% | 24,560 | 2,105 | 9.4% | $36.71万 | 加仓 |
| BOND | PIMCO ETF TR | $475.24万 | 1.14% | 51,500 | -8,577 | -14.3% | -$79.15万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $513.75万 | 1.24% | 131,867 | -23,807 | -15.3% | -$92.75万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $595.78万 | 1.43% | 176,946 | -1,789 | -1.0% | -$6.02万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $941.17万 | 2.26% | 185,965 | 10,558 | 6.0% | $53.43万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $978.13万 | 2.35% | 216,785 | -28,722 | -11.7% | -$129.59万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,265.44万 | 3.04% | 476,086 | 610 | 0.1% | $1.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,285.22万 | 3.09% | 180,686 | 4,860 | 2.8% | $34.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,675.10万 | 4.03% | 455,686 | 12,677 | 2.9% | $46.60万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,581.12万 | 6.21% | 747,068 | -9,474 | -1.3% | -$32.73万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $7,211.64万 | 17.35% | 2,029,733 | -36,961 | -1.8% | -$131.32万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.24亿 | 29.75% | 3,181,539 | -44,415 | -1.4% | -$172.60万 | 减仓 |