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 |
|---|---|---|---|---|---|---|---|---|
| SU | SUNCOR ENERGY INC NEW | $36.14万 | 0.09% | 5,466 | -2 | -0.0% | -$132 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $36.11万 | 0.09% | 1,238 | -16 | -1.3% | -$4,667 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $36.01万 | 0.09% | 1,974 | -93 | -4.5% | -$1.70万 | 减仓 |
| KO | COCA COLA CO | $35.73万 | 0.09% | 4,698 | 168 | 3.7% | $1.28万 | 加仓 |
| MCD | MCDONALDS CORP | $35.07万 | 0.08% | 1,128 | -3 | -0.3% | -$933 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $35.05万 | 0.08% | 16,182 | -466 | -2.8% | -$1.01万 | 减仓 |
| RTX | RTX CORPORATION | $34.90万 | 0.08% | 1,809 | -17 | -0.9% | -$3,280 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $34.24万 | 0.08% | 1,266 | -54 | -4.1% | -$1.46万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.04万 | 0.08% | 5,613 | 674 | 13.6% | $4.09万 | 加仓 |
| VLO | VALERO ENERGY CORP | $33.45万 | 0.08% | 1,354 | -1 | -0.1% | -$247 | 减仓 |
| COR | CENCORA INC | $33.08万 | 0.08% | 1,053 | 61 | 6.1% | $1.92万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $32.58万 | 0.08% | 1,542 | 99 | 6.9% | $2.09万 | 加仓 |
| F | FORD MTR CO | $31.93万 | 0.08% | 27,672 | 1,040 | 3.9% | $1.20万 | 加仓 |
| CSX | CSX CORP | $31.34万 | 0.08% | 7,634 | -1,229 | -13.9% | -$5.05万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $31.15万 | 0.07% | 39,235 | -1,693 | -4.1% | -$1.34万 | 减仓 |
| APH | AMPHENOL CORP | $31.03万 | 0.07% | 2,456 | 42 | 1.7% | $5,307 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $30.53万 | 0.07% | 341 | 60 | 21.4% | $5.37万 | 加仓 |
| AOM | ISHARES TR | $30.41万 | 0.07% | 6,419 | -2,509 | -28.1% | -$11.88万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.31万 | 0.07% | 1,490 | -13 | -0.9% | -$2,645 | 减仓 |
| NVS | NOVARTIS AG | $30.14万 | 0.07% | 1,973 | 78 | 4.1% | $1.19万 | 加仓 |
| SAN | BANCO SANTANDER SA | $29.83万 | 0.07% | 26,448 | -1,662 | -5.9% | -$1.87万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $29.54万 | 0.07% | 3,581 | -271 | -7.0% | -$2.24万 | 减仓 |
| GEV | GE VERNOVA INC | $29.33万 | 0.07% | 336 | -6 | -1.8% | -$5,237 | 减仓 |
| COP | CONOCOPHILLIPS | $28.23万 | 0.07% | 2,139 | -73 | -3.3% | -$9,635 | 减仓 |
| BCS | BARCLAYS PLC | $28.21万 | 0.07% | 13,332 | -564 | -4.1% | -$1.19万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $28.10万 | 0.07% | 929 | -39 | -4.0% | -$1.18万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.85万 | 0.07% | 824 | 148 | 21.9% | $5.00万 | 加仓 |
| JBL | JABIL INC | $27.57万 | 0.07% | 1,038 | 53 | 5.4% | $1.41万 | 加仓 |
| NEM | NEWMONT CORP | $27.48万 | 0.07% | 2,539 | 97 | 4.0% | $1.05万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $27.17万 | 0.07% | 2,925 | -17 | -0.6% | -$1,579 | 减仓 |
| ALL | ALLSTATE CORP | $27.00万 | 0.06% | 1,302 | -146 | -10.1% | -$3.03万 | 减仓 |
| GWW | WW GRAINGER INC | $26.83万 | 0.06% | 246 | 23 | 10.3% | $2.51万 | 加仓 |
| AMGN | AMGEN INC | $26.60万 | 0.06% | 756 | -41 | -5.1% | -$1.44万 | 减仓 |
| AEE | AMEREN CORP | $26.53万 | 0.06% | 2,414 | -82 | -3.3% | -$9,014 | 减仓 |
| YUM | YUM BRANDS INC | $26.49万 | 0.06% | 1,704 | 116 | 7.3% | $1.80万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $26.34万 | 0.06% | 2,145 | -87 | -3.9% | -$1.07万 | 减仓 |
| AGG | ISHARES TR | $25.24万 | 0.06% | 2,543 | -967 | -27.5% | -$9.60万 | 减仓 |
| AOR | ISHARES TR | $24.92万 | 0.06% | 3,872 | -800 | -17.1% | -$5.15万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $24.73万 | 0.06% | 3,286 | -39 | -1.2% | -$2,935 | 减仓 |
| CB | CHUBB LTD SWITZ | $24.58万 | 0.06% | 754 | -20 | -2.6% | -$6,519 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $24.36万 | 0.06% | 17,665 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $24.19万 | 0.06% | 4,116 | 3 | 0.1% | $176 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.10万 | 0.06% | 863 | -92 | -9.6% | -$2.57万 | 减仓 |
| QCOM | QUALCOMM INC | $23.97万 | 0.06% | 1,861 | -183 | -9.0% | -$2.36万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $23.85万 | 0.06% | 504 | -14 | -2.7% | -$6,625 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $23.83万 | 0.06% | 7,396 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.75万 | 0.06% | 13,881 | 444 | 3.3% | $7,597 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $23.75万 | 0.06% | 12,024 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $23.34万 | 0.06% | 1,418 | -44 | -3.0% | -$7,241 | 减仓 |
| EXC | EXELON CORP | $23.19万 | 0.06% | 4,731 | 4,731 | — | $23.19万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $22.72万 | 0.05% | 3,124 | 3,124 | — | $22.72万 | 新建仓 |
| FDX | FEDEX CORP | $22.26万 | 0.05% | 625 | 625 | — | $22.26万 | 新建仓 |
| ING | ING GROEP N.V. | $21.86万 | 0.05% | 8,393 | -310 | -3.6% | -$8,076 | 减仓 |
| LIN | LINDE PLC | $21.86万 | 0.05% | 441 | -252 | -36.4% | -$12.49万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $21.72万 | 0.05% | 1,119 | -81 | -6.8% | -$1.57万 | 重新持有 |
| FAST | FASTENAL CO | $21.71万 | 0.05% | 4,678 | 398 | 9.3% | $1.85万 | 重新持有 |
| IMO | IMPERIAL OIL LTD | $21.31万 | 0.05% | 1,629 | 1,629 | — | $21.31万 | 新建仓 |
| GSK | GSK PLC | $21.23万 | 0.05% | 3,847 | 3,847 | — | $21.23万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $21.21万 | 0.05% | 2,251 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.99万 | 0.05% | 8,815 | -398 | -4.3% | -$9,476 | 减仓 |
| UBS | UBS GROUP AG | $20.90万 | 0.05% | 5,349 | -392 | -6.8% | -$1.53万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $20.82万 | 0.05% | 3,061 | 53 | 1.8% | $3,605 | 加仓 |
| NRG | NRG ENERGY INC | $20.55万 | 0.05% | 1,406 | 56 | 4.1% | $8,184 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $20.48万 | 0.05% | 4,070 | 4,070 | — | $20.48万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $20.31万 | 0.05% | 279 | -113 | -28.8% | -$8.23万 | 重新持有 |
| VTRS | VIATRIS INC | $17.58万 | 0.04% | 13,011 | 1,495 | 13.0% | $2.02万 | 加仓 |
| NOK | NOKIA CORP | $13.65万 | 0.03% | 16,976 | -1,137 | -6.3% | -$9,141 | 减仓 |
| NMR | NOMURA HLDGS INC | $10.06万 | 0.02% | 12,745 | -1,026 | -7.5% | -$8,095 | 减仓 |
| LPL | LG DISPLAY CO LTD | $5.33万 | 0.01% | 13,733 | 1,515 | 12.4% | $5,878 | 重新持有 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,067 | -100.0% | -$25.92万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -384 | -100.0% | -$25.44万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -343 | -100.0% | -$23.11万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,460 | -100.0% | -$22.37万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,908 | -100.0% | -$21.71万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$20.89万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -750 | -100.0% | -$20.64万 | 清仓 |