Symmetry Partners, LLC
GLASTONBURY CT · SEC CIK 0001697493
$17.50亿2026Q1 申报市值
209持仓数
58.8%前十大占比 · 第一大 14.9%
20 / 14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
DIMENSIONAL ETF 加仓+$755.73万
BND 加仓+$707.98万
VBIL 加仓+$615.33万
BNDX 加仓+$588.14万
EXXON MOBIL CORP 加仓+$581.35万
2026Q1 卖出最多 按季末市值估算
XLY 清仓-$249.44万
DFUV 减仓-$192.85万
VTI 减仓-$137.43万
GLD 清仓-$79.18万
VTV 减仓-$75.16万
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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $37.44万 | 0.02% | 3,879 | 7 | 0.2% | $676 | 加仓 |
| MMM | 3M CO | $38.04万 | 0.02% | 2,620 | -34 | -1.3% | -$4,937 | 减仓 |
| FIX | COMFORT SYS USA INC | $38.06万 | 0.02% | 276 | 2 | 0.7% | $2,758 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $38.63万 | 0.02% | 1,126 | 1 | 0.1% | $343 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $38.95万 | 0.02% | 4,221 | 18 | 0.4% | $1,661 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $38.99万 | 0.02% | 3,901 | 469 | 13.7% | $4.69万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.11万 | 0.02% | 6,448 | 487 | 8.2% | $2.95万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $39.99万 | 0.02% | 12,494 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $40.10万 | 0.02% | 8,497 | 408 | 5.0% | $1.93万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $41.06万 | 0.02% | 679 | 78 | 13.0% | $4.72万 | 加仓 |
| C | CITIGROUP INC | $41.16万 | 0.02% | 3,630 | 172 | 5.0% | $1.95万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.38万 | 0.02% | 1,924 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $41.70万 | 0.02% | 5,807 | -2,896 | -33.3% | -$20.80万 | 减仓 |
| CSX | CSX CORP | $41.87万 | 0.02% | 10,201 | 10,201 | — | $41.87万 | 新建仓 |
| CAT | CATERPILLAR INC | $42.15万 | 0.02% | 595 | 16 | 2.8% | $1.13万 | 加仓 |
| CSCO | CISCO SYS INC | $44.22万 | 0.03% | 5,699 | 763 | 15.5% | $5.92万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $44.47万 | 0.03% | 6,200 | -140 | -2.2% | -$1.00万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $46.45万 | 0.03% | 4,593 | 553 | 13.7% | $5.59万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $47.82万 | 0.03% | 6,997 | 502 | 7.7% | $3.43万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $47.93万 | 0.03% | 1,419 | 209 | 17.3% | $7.06万 | 加仓 |
| SYK | STRYKER CORPORATION | $47.94万 | 0.03% | 1,459 | 9 | 0.6% | $2,958 | 加仓 |
| TGT | TARGET CORP | $49.02万 | 0.03% | 4,045 | 1,993 | 97.1% | $24.15万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.29万 | 0.03% | 3,370 | 295 | 9.6% | $4.31万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $50.00万 | 0.03% | 19,622 | 2,348 | 13.6% | $5.98万 | 加仓 |
| IJH | ISHARES TR | $51.36万 | 0.03% | 7,605 | 3,964 | 108.9% | $26.77万 | 加仓 |
| TLT | ISHARES TR | $51.56万 | 0.03% | 5,947 | 7 | 0.1% | $607 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $53.08万 | 0.03% | 8,665 | 8,665 | — | $53.08万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.50万 | 0.03% | 10,657 | 4,655 | 77.6% | $23.37万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $53.66万 | 0.03% | 10,755 | 1,204 | 12.6% | $6.01万 | 加仓 |
| USHY | ISHARES TR | $55.91万 | 0.03% | 15,177 | 818 | 5.7% | $3.01万 | 加仓 |
| PODD | INSULET CORP | $57.24万 | 0.03% | 2,728 | -153 | -5.3% | -$3.21万 | 减仓 |
| MCD | MCDONALDS CORP | $57.31万 | 0.03% | 1,844 | 81 | 4.6% | $2.52万 | 加仓 |
| REET | ISHARES TR | $60.39万 | 0.03% | 24,011 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $62.76万 | 0.04% | 28,105 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $66.60万 | 0.04% | 4,289 | -16 | -0.4% | -$2,485 | 减仓 |
| ESGD | ISHARES TR | $70.19万 | 0.04% | 7,340 | -150 | -2.0% | -$1.43万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $70.47万 | 0.04% | 6,277 | -62 | -1.0% | -$6,961 | 减仓 |
| RTX | RTX CORPORATION | $71.28万 | 0.04% | 3,695 | 1,393 | 60.5% | $26.87万 | 加仓 |
| GEV | GE VERNOVA INC | $75.28万 | 0.04% | 862 | 309 | 55.9% | $26.99万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $82.29万 | 0.05% | 11,251 | 666 | 6.3% | $4.87万 | 加仓 |
| TSLA | TESLA INC | $83.35万 | 0.05% | 2,242 | 59 | 2.7% | $2.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $84.14万 | 0.05% | 844 | 48 | 6.0% | $4.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $85.17万 | 0.05% | 12,907 | 128 | 1.0% | $8,447 | 加仓 |
| CVX | CHEVRON CORPORATION | $85.34万 | 0.05% | 4,125 | 814 | 24.6% | $16.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $87.28万 | 0.05% | 1,342 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $87.49万 | 0.05% | 2,003 | -580 | -22.5% | -$25.33万 | 减仓 |
| CI | THE CIGNA GROUP | $90.08万 | 0.05% | 3,377 | -116 | -3.3% | -$3.09万 | 减仓 |
| ACM | AECOM | $91.22万 | 0.05% | 10,755 | 18 | 0.2% | $1,527 | 加仓 |
| LOW | LOWES COS INC | $92.94万 | 0.05% | 3,933 | 27 | 0.7% | $6,380 | 加仓 |
| GE | GE AEROSPACE | $93.05万 | 0.05% | 3,279 | -14 | -0.4% | -$3,973 | 减仓 |
| T | AT&T INC | $94.51万 | 0.05% | 32,599 | -3,994 | -10.9% | -$11.58万 | 减仓 |
| BSVO | EA SERIES TRUST | $95.04万 | 0.05% | 37,463 | -1,279 | -3.3% | -$3.24万 | 减仓 |
| ABBV | ABBVIE INC | $96.62万 | 0.06% | 4,442 | 1,106 | 33.2% | $24.06万 | 加仓 |
| DXCM | DEXCOM INC | $98.83万 | 0.06% | 15,737 | 173 | 1.1% | $1.09万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $98.87万 | 0.06% | 8,096 | -12 | -0.1% | -$1,465 | 减仓 |
| EAGG | ISHARES TR | $99.76万 | 0.06% | 20,980 | 163 | 0.8% | $7,751 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $99.84万 | 0.06% | 3,394 | 507 | 17.6% | $14.91万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $99.96万 | 0.06% | 2,001 | 1,533 | 327.6% | $76.58万 | 加仓 |
| IWD | ISHARES TR | $103.91万 | 0.06% | 4,863 | -40 | -0.8% | -$8,547 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $125.78万 | 0.07% | 7,777 | 4,772 | 158.8% | $77.18万 | 加仓 |
| ESGU | ISHARES TR | $128.82万 | 0.07% | 9,109 | -80 | -0.9% | -$1.13万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $129.11万 | 0.07% | 7,809 | 33 | 0.4% | $5,456 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $132.46万 | 0.08% | 28,864 | 17,848 | 162.0% | $81.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.92万 | 0.09% | 3,170 | 488 | 18.2% | $23.39万 | 加仓 |
| MRK | MERCK & CO INC | $156.30万 | 0.09% | 12,994 | 185 | 1.4% | $2.23万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $184.44万 | 0.11% | 12,581 | 12,581 | — | $184.44万 | 新建仓 |
| AVGO | BROADCOM INC | $198.83万 | 0.11% | 6,424 | 1,538 | 31.5% | $47.60万 | 加仓 |
| LLY | ELI LILLY & CO | $211.01万 | 0.12% | 2,294 | -14 | -0.6% | -$1.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $217.34万 | 0.12% | 15,047 | 1,308 | 9.5% | $18.89万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $217.50万 | 0.12% | 26,992 | -2,231 | -7.6% | -$17.98万 | 减仓 |
| META | META PLATFORMS INC | $218.47万 | 0.12% | 3,819 | 378 | 11.0% | $21.62万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $237.64万 | 0.14% | 21,437 | -6,032 | -22.0% | -$66.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $238.54万 | 0.14% | 9,758 | 1,096 | 12.7% | $26.79万 | 加仓 |
| GOOGL | ALPHABET INC | $263.47万 | 0.15% | 9,162 | 1,250 | 15.8% | $35.95万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $278.32万 | 0.16% | 20,122 | -403 | -2.0% | -$5.57万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $279.96万 | 0.16% | 31,563 | 3,116 | 11.0% | $27.64万 | 加仓 |
| GOOG | ALPHABET INC | $306.12万 | 0.17% | 10,671 | 101 | 1.0% | $2.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $345.15万 | 0.20% | 55,267 | -2,901 | -5.0% | -$18.12万 | 减仓 |
| AMZN | AMAZON COM INC | $359.29万 | 0.21% | 17,251 | 1,529 | 9.7% | $31.84万 | 加仓 |
| WMT | WALMART INC | $383.97万 | 0.22% | 30,896 | 644 | 2.1% | $8.00万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $390.34万 | 0.22% | 72,218 | -7,246 | -9.1% | -$39.16万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $391.58万 | 0.22% | 74,192 | -1,885 | -2.5% | -$9.95万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $397.77万 | 0.23% | 27,284 | -2,418 | -8.1% | -$35.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $403.06万 | 0.23% | 23,111 | 1,165 | 5.3% | $20.32万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $442.74万 | 0.25% | 52,185 | -688 | -1.3% | -$5.84万 | 减仓 |
| SUB | ISHARES TR | $498.39万 | 0.28% | 46,797 | 3,287 | 7.6% | $35.01万 | 加仓 |
| EFV | ISHARES TR | $524.11万 | 0.30% | 70,493 | -6,096 | -8.0% | -$45.32万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $554.04万 | 0.32% | 110,919 | 20,446 | 22.6% | $102.13万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $568.01万 | 0.32% | 42,740 | 483 | 1.1% | $6.42万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $577.76万 | 0.33% | 81,478 | -6,073 | -6.9% | -$43.06万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $590.62万 | 0.34% | 92,169 | -7,683 | -7.7% | -$49.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $636.86万 | 0.36% | 17,204 | 961 | 5.9% | $35.57万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $663.47万 | 0.38% | 33,816 | -3,831 | -10.2% | -$75.16万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $674.13万 | 0.39% | 60,634 | -2,139 | -3.4% | -$23.78万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $822.53万 | 0.47% | 37,861 | -3,213 | -7.8% | -$69.80万 | 减仓 |
| EEMV | ISHARES INC | $873.87万 | 0.50% | 135,001 | 9,225 | 7.3% | $59.71万 | 加仓 |
| SHM | SPDR SERIES TRUST | $899.04万 | 0.51% | 187,965 | 11,527 | 6.5% | $55.13万 | 加仓 |
| SHY | ISHARES TR | $908.43万 | 0.52% | 110,020 | 2,763 | 2.6% | $22.81万 | 加仓 |
| — | EXXON MOBIL CORP | $956.05万 | 0.55% | 56,351 | 34,266 | 155.2% | $581.35万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $1,064.81万 | 0.61% | 142,297 | 11,575 | 8.9% | $86.62万 | 加仓 |