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 |
|---|---|---|---|---|---|---|---|---|
| INMU | BLACKROCK ETF TRUST II | $48.07万 | 0.10% | 19,822 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $48.77万 | 0.11% | 5,759 | 3 | 0.1% | $254 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $49.21万 | 0.11% | 3,114 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $50.53万 | 0.11% | 3,446 | -318 | -8.4% | -$4.66万 | 减仓 |
| TJX | TJX COS INC NEW | $51.21万 | 0.11% | 3,380 | -55 | -1.6% | -$8,332 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $51.73万 | 0.11% | 8,978 | 3,365 | 60.0% | $19.39万 | 加仓 |
| CVS | CVS HEALTH CORP | $51.84万 | 0.11% | 5,011 | -159 | -3.1% | -$1.64万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $52.64万 | 0.11% | 8,524 | 630 | 8.0% | $3.89万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.08万 | 0.12% | 12,537 | 1,921 | 18.1% | $8.13万 | 加仓 |
| GM | GENERAL MTRS CO | $53.55万 | 0.12% | 6,947 | -201 | -2.8% | -$1.55万 | 减仓 |
| SO | SOUTHERN CO | $54.42万 | 0.12% | 5,686 | 5 | 0.1% | $479 | 加仓 |
| MRK | MERCK & CO INC | $57.60万 | 0.13% | 4,483 | -135 | -2.9% | -$1.73万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $58.06万 | 0.13% | 15,759 | -244 | -1.5% | -$8,989 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $58.54万 | 0.13% | 9,807 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $60.34万 | 0.13% | 2,360 | -55 | -2.3% | -$1.41万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $61.00万 | 0.13% | 3,372 | 827 | 32.5% | $14.96万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $61.17万 | 0.13% | 12,075 | -2 | -0.0% | -$101 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $62.00万 | 0.14% | 2,660 | -61 | -2.2% | -$1.42万 | 减仓 |
| MO | ALTRIA GROUP INC | $62.25万 | 0.14% | 8,652 | 2,682 | 44.9% | $19.30万 | 加仓 |
| SNDK | SANDISK CORP | $64.80万 | 0.14% | 285 | 285 | — | $64.80万 | 新建仓 |
| NFLX | NETFLIX INC. | $64.98万 | 0.14% | 9,101 | -377 | -4.0% | -$2.69万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $65.32万 | 0.14% | 13,363 | -21 | -0.2% | -$1,026 | 减仓 |
| HYMB | SPDR SERIES TRUST | $65.47万 | 0.14% | 25,736 | -1,712 | -6.2% | -$4.36万 | 减仓 |
| GLW | CORNING INC | $70.65万 | 0.15% | 2,766 | -297 | -9.7% | -$7.59万 | 减仓 |
| HD | HOME DEPOT INC | $71.45万 | 0.16% | 2,026 | -672 | -24.9% | -$23.70万 | 减仓 |
| EMR | EMERSON ELEC CO | $73.27万 | 0.16% | 5,119 | -28 | -0.5% | -$4,008 | 减仓 |
| BAC | BANK OF AMER CORP | $73.30万 | 0.16% | 12,864 | -115 | -0.9% | -$6,553 | 减仓 |
| MA | MASTERCARD INCORPORATED | $74.27万 | 0.16% | 1,446 | -203 | -12.3% | -$10.43万 | 减仓 |
| T | AT&T INC | $74.52万 | 0.16% | 36,001 | -1,103 | -3.0% | -$2.28万 | 减仓 |
| MUNI | PIMCO ETF TR | $74.57万 | 0.16% | 14,177 | -874 | -5.8% | -$4.60万 | 减仓 |
| CVX | CHEVRON CORPORATION | $75.90万 | 0.17% | 4,579 | -164 | -3.5% | -$2.72万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $77.03万 | 0.17% | 1,206 | -60 | -4.7% | -$3.83万 | 减仓 |
| GE | GE AEROSPACE | $78.30万 | 0.17% | 2,095 | -96 | -4.4% | -$3.59万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $78.81万 | 0.17% | 1,896 | -186 | -8.9% | -$7.73万 | 减仓 |
| KLAC | KLA CORP | $85.56万 | 0.19% | 2,836 | -164 | -5.5% | -$4.95万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $86.34万 | 0.19% | 923 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $87.48万 | 0.19% | 865 | -28 | -3.1% | -$2.83万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $92.07万 | 0.20% | 1,585 | 95 | 6.4% | $5.52万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $95.63万 | 0.21% | 991 | -40 | -3.9% | -$3.86万 | 减仓 |
| WFC | WELLS FARGO & CO | $96.32万 | 0.21% | 11,656 | -670 | -5.4% | -$5.54万 | 减仓 |
| LDUR | PIMCO ETF TR | $97.52万 | 0.21% | 10,199 | -21 | -0.2% | -$2,008 | 减仓 |
| CAT | CATERPILLAR INC | $99.25万 | 0.22% | 932 | 7 | 0.8% | $7,454 | 加仓 |
| VXF | VANGUARD INDEX FDS | $100.43万 | 0.22% | 4,079 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $102.10万 | 0.22% | 8,692 | -373 | -4.1% | -$4.38万 | 减仓 |
| IWB | ISHARES TR | $103.56万 | 0.23% | 2,529 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $104.80万 | 0.23% | 7,488 | -186 | -2.4% | -$2.60万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $109.07万 | 0.24% | 12,020 | -2,135 | -15.1% | -$19.37万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $109.35万 | 0.24% | 3,889 | -318 | -7.6% | -$8.94万 | 减仓 |
| AMAT | APPLIED MATLS INC | $111.49万 | 0.24% | 1,542 | -67 | -4.2% | -$4.84万 | 减仓 |
| LLY | ELI LILLY & CO | $111.79万 | 0.24% | 932 | 1 | 0.1% | $1,199 | 加仓 |
| LRCX | LAM RESEARCH CORP | $113.45万 | 0.25% | 2,618 | -43 | -1.6% | -$1.86万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $131.64万 | 0.29% | 15,718 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $139.16万 | 0.30% | 3,684 | -123 | -3.2% | -$4.65万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $140.36万 | 0.31% | 6,597 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $146.58万 | 0.32% | 24,268 | -1,492 | -5.8% | -$9.01万 | 减仓 |
| ABBV | ABBVIE INC | $147.71万 | 0.32% | 5,870 | -616 | -9.5% | -$15.50万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $149.92万 | 0.33% | 6,336 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $158.93万 | 0.35% | 16,284 | -2,259 | -12.2% | -$22.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $160.08万 | 0.35% | 6,303 | -236 | -3.6% | -$5.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $174.50万 | 0.38% | 5,331 | -57 | -1.1% | -$1.87万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $186.79万 | 0.41% | 46,455 | -5,227 | -10.1% | -$21.02万 | 减仓 |
| GOOG | ALPHABET INC | $193.38万 | 0.42% | 5,473 | -13 | -0.2% | -$4,593 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $194.47万 | 0.42% | 43,119 | -1 | -0.0% | -$45 | 减仓 |
| INTC | INTEL CORP | $197.45万 | 0.43% | 14,141 | 801 | 6.0% | $11.18万 | 加仓 |
| AMZN | AMAZON COM INC | $200.83万 | 0.44% | 8,426 | -761 | -8.3% | -$18.14万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $208.93万 | 0.46% | 25,236 | -934 | -3.6% | -$7.73万 | 减仓 |
| GOOGL | ALPHABET INC | $210.03万 | 0.46% | 5,877 | 192 | 3.4% | $6.86万 | 加仓 |
| — | EXXON MOBIL CORP | $214.52万 | 0.47% | 15,691 | 67 | 0.4% | $9,160 | 加仓 |
| META | META PLATFORMS INC | $232.75万 | 0.51% | 4,132 | -357 | -8.0% | -$20.11万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $235.96万 | 0.51% | 28,797 | 33 | 0.1% | $2,704 | 加仓 |
| WMT | WALMART INC | $252.07万 | 0.55% | 22,256 | 4 | 0.0% | $453 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $260.25万 | 0.57% | 5,201 | -94 | -1.8% | -$4.70万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $270.36万 | 0.59% | 53,011 | 3,634 | 7.4% | $18.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $272.57万 | 0.59% | 7,307 | -1,220 | -14.3% | -$45.51万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $285.23万 | 0.62% | 2,471 | -21 | -0.8% | -$2.42万 | 减仓 |
| USMV | ISHARES TR | $306.50万 | 0.67% | 31,775 | -1,241 | -3.8% | -$11.97万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $334.65万 | 0.73% | 72,670 | -4,333 | -5.6% | -$19.95万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $409.38万 | 0.89% | 87,793 | -49 | -0.1% | -$2,285 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $461.92万 | 1.01% | 131,864 | -45,082 | -25.5% | -$157.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $467.09万 | 1.02% | 23,344 | -1,216 | -5.0% | -$24.33万 | 减仓 |
| BOND | PIMCO ETF TR | $475.56万 | 1.04% | 51,574 | 74 | 0.1% | $6,824 | 加仓 |
| AAPL | APPLE INC | $477.47万 | 1.04% | 16,501 | -111 | -0.7% | -$3.21万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $532.64万 | 1.16% | 129,124 | -2,743 | -2.1% | -$11.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,001.53万 | 2.18% | 121,633 | -59,053 | -32.7% | -$486.24万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,042.39万 | 2.27% | 201,662 | -15,123 | -7.0% | -$78.17万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,072.97万 | 2.34% | 212,175 | 26,210 | 14.1% | $132.54万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,385.70万 | 3.02% | 478,322 | 2,236 | 0.5% | $6.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,912.28万 | 4.17% | 458,250 | 2,564 | 0.6% | $10.70万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,882.51万 | 6.28% | 709,279 | -37,789 | -5.1% | -$153.57万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $7,593.23万 | 16.55% | 2,037,905 | 8,172 | 0.4% | $30.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.42亿 | 30.90% | 3,196,733 | 15,194 | 0.5% | $67.40万 | 加仓 |