Symphony Financial, Ltd. Co.
HOUSTON TX · SEC CIK 0001800687
$9.14亿2026Q2 申报市值
371持仓数
29.8%前十大占比 · 第一大 4.9%
63 / 20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
SPY 加仓+$862.38万
CRUX 新建仓+$467.41万
SPCX 新建仓+$405.68万
NVDA 加仓+$333.98万
ACWX 新建仓+$303.37万
2026Q2 卖出最多 按季末市值估算
GLD 减仓-$565.98万
IYE 清仓-$260.13万
GBIL 减仓-$205.22万
BKLC 减仓-$141.97万
SCCO 重新持有-$126.56万
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 |
|---|---|---|---|---|---|---|---|---|
| VMC | VULCAN MATLS CO | $26.89万 | 0.03% | 895 | -20 | -2.2% | -$6,009 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.93万 | 0.03% | 3,789 | -214 | -5.3% | -$1.52万 | 减仓 |
| SNPS | SYNOPSYS INC | $26.94万 | 0.03% | 603 | 603 | — | $26.94万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $26.94万 | 0.03% | 1,259 | -34 | -2.6% | -$7,275 | 减仓 |
| WELL | WELLTOWER INC | $26.96万 | 0.03% | 1,187 | 1,187 | — | $26.96万 | 新建仓 |
| SHEL | SHELL PLC | $27.08万 | 0.03% | 3,521 | -9 | -0.3% | -$692 | 减仓 |
| NUE | NUCOR CORP | $27.16万 | 0.03% | 1,200 | -497 | -29.3% | -$11.25万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $27.27万 | 0.03% | 2,188 | 329 | 17.7% | $4.10万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $27.38万 | 0.03% | 9,627 | 767 | 8.7% | $2.18万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $27.38万 | 0.03% | 3,128 | 505 | 19.3% | $4.42万 | 重新持有 |
| SPHD | INVESCO EXCH TRADED FD TR II | $27.62万 | 0.03% | 5,349 | 5,349 | — | $27.62万 | 新建仓 |
| GLW | CORNING INC | $27.76万 | 0.03% | 1,086 | -893 | -45.1% | -$22.83万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.79万 | 0.03% | 5,641 | 204 | 3.8% | $1.00万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.87万 | 0.03% | 559 | 181 | 47.9% | $9.02万 | 加仓 |
| SDCI | USCF ETF TR | $28.06万 | 0.03% | 10,616 | 10,616 | — | $28.06万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $28.29万 | 0.03% | 729 | 36 | 5.2% | $1.40万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $28.38万 | 0.03% | 1,241 | 1,241 | — | $28.38万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $28.52万 | 0.03% | 6,738 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $28.55万 | 0.03% | 3,421 | 379 | 12.5% | $3.16万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $28.63万 | 0.03% | 6,221 | -44 | -0.7% | -$2,025 | 减仓 |
| ATO | ATMOS ENERGY CORP | $28.67万 | 0.03% | 1,640 | 267 | 19.4% | $4.67万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $28.78万 | 0.03% | 859 | -245 | -22.2% | -$8.21万 | 减仓 |
| HAL | HALLIBURTON CO | $28.88万 | 0.03% | 8,497 | 750 | 9.7% | $2.55万 | 加仓 |
| NEM | NEWMONT CORP | $28.95万 | 0.03% | 3,085 | -480 | -13.5% | -$4.50万 | 减仓 |
| FDX | FEDEX CORP | $29.06万 | 0.03% | 926 | -22 | -2.3% | -$6,904 | 减仓 |
| HCA | HCA HEALTHCARE INC | $29.12万 | 0.03% | 743 | 743 | — | $29.12万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $29.27万 | 0.03% | 717 | -586 | -45.0% | -$23.92万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $29.30万 | 0.03% | 1,223 | 517 | 73.2% | $12.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $29.34万 | 0.03% | 3,448 | -212 | -5.8% | -$1.80万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $29.58万 | 0.03% | 5,254 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.78万 | 0.03% | 8,101 | 106 | 1.3% | $3,897 | 加仓 |
| WPC | WP CAREY INC | $29.80万 | 0.03% | 4,108 | 610 | 17.4% | $4.43万 | 加仓 |
| PCG | PG&E CORP | $30.00万 | 0.03% | 17,835 | -13,688 | -43.4% | -$23.02万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.01万 | 0.03% | 430 | 1 | 0.2% | $698 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $30.86万 | 0.03% | 9,706 | 9,706 | — | $30.86万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $30.94万 | 0.03% | 6,871 | 6,871 | — | $30.94万 | 新建仓 |
| TRGP | TARGA RES CORP | $31.19万 | 0.03% | 1,151 | 1,151 | — | $31.19万 | 新建仓 |
| MDT | MEDTRONIC PLC | $31.23万 | 0.03% | 3,893 | 939 | 31.8% | $7.53万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $31.64万 | 0.03% | 6,704 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $31.82万 | 0.03% | 4,096 | -997 | -19.6% | -$7.74万 | 减仓 |
| ABNB | AIRBNB INC | $32.55万 | 0.04% | 2,251 | -1,031 | -31.4% | -$14.91万 | 减仓 |
| EMXC | ISHARES INC | $32.57万 | 0.04% | 3,235 | 3,235 | — | $32.57万 | 新建仓 |
| TER | TERADYNE INC | $33.12万 | 0.04% | 685 | -14 | -2.0% | -$6,768 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $33.52万 | 0.04% | 2,476 | -380 | -13.3% | -$5.14万 | 减仓 |
| ASML | ASML HLDG NV | $34.22万 | 0.04% | 176 | 176 | — | $34.22万 | 新建仓 |
| AGG | ISHARES TR | $34.41万 | 0.04% | 3,466 | 592 | 20.6% | $5.88万 | 加仓 |
| BE | BLOOM ENERGY CORP | $34.48万 | 0.04% | 1,174 | 1,174 | — | $34.48万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $34.57万 | 0.04% | 3,194 | 300 | 10.4% | $3.25万 | 加仓 |
| SBUX | STARBUCKS CORP | $35.03万 | 0.04% | 3,413 | 3,413 | — | $35.03万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $35.11万 | 0.04% | 27,711 | 293 | 1.1% | $3,712 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $35.27万 | 0.04% | 1,753 | 147 | 9.2% | $2.96万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $35.75万 | 0.04% | 2,502 | 30 | 1.2% | $4,286 | 加仓 |
| AGNC | AGNC INVT CORP | $35.91万 | 0.04% | 32,994 | -8,299 | -20.1% | -$9.03万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $36.19万 | 0.04% | 3,366 | -25 | -0.7% | -$2,688 | 减仓 |
| EME | EMCOR GROUP INC | $36.31万 | 0.04% | 439 | 32 | 7.9% | $2.65万 | 加仓 |
| MGK | VANGUARD WORLD FD | $36.78万 | 0.04% | 4,184 | 1,104 | 35.8% | $9.71万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $36.83万 | 0.04% | 738 | 123 | 20.0% | $6.14万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $36.96万 | 0.04% | 5,019 | -87 | -1.7% | -$6,407 | 减仓 |
| HYG | ISHARES TR | $37.17万 | 0.04% | 4,646 | 4,646 | — | $37.17万 | 新建仓 |
| CB | CHUBB LIMITED | $37.28万 | 0.04% | 1,093 | -475 | -30.3% | -$16.20万 | 减仓 |
| GM | GENERAL MTRS CO | $37.82万 | 0.04% | 4,904 | 48 | 1.0% | $3,702 | 加仓 |
| IOO | ISHARES TR | $38.02万 | 0.04% | 2,808 | 124 | 4.6% | $1.68万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $38.41万 | 0.04% | 11,101 | 234 | 2.2% | $8,096 | 加仓 |
| FTI | TECHNIPFMC PLC | $38.42万 | 0.04% | 5,796 | -38 | -0.7% | -$2,519 | 减仓 |
| TX | TERNIUM SA | $38.72万 | 0.04% | 8,897 | 92 | 1.0% | $4,004 | 加仓 |
| EFA | ISHARES TR | $39.31万 | 0.04% | 3,788 | 3,788 | — | $39.31万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $39.97万 | 0.04% | 1,381 | 5 | 0.4% | $1,447 | 加仓 |
| IRM | IRON MTN INC DEL | $40.11万 | 0.04% | 3,103 | 55 | 1.8% | $7,109 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.67万 | 0.04% | 4,947 | 797 | 19.2% | $6.55万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $40.96万 | 0.04% | 2,450 | 854 | 53.5% | $14.28万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $41.26万 | 0.05% | 2,460 | -855 | -25.8% | -$14.34万 | 减仓 |
| WFC | WELLS FARGO & CO | $41.34万 | 0.05% | 4,959 | 1,465 | 41.9% | $12.21万 | 加仓 |
| SNDK | SANDISK CORP | $42.17万 | 0.05% | 189 | 189 | — | $42.17万 | 新建仓 |
| EIX | EDISON INTL | $42.64万 | 0.05% | 5,724 | -1,396 | -19.6% | -$10.40万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $42.89万 | 0.05% | 1,947 | 1,947 | — | $42.89万 | 新建仓 |
| SMH | VANECK ETF TRUST | $43.12万 | 0.05% | 680 | 70 | 11.5% | $4.44万 | 加仓 |
| EMR | EMERSON ELEC CO | $43.18万 | 0.05% | 3,021 | 1,450 | 92.3% | $20.72万 | 重新持有 |
| IWB | ISHARES TR | $43.57万 | 0.05% | 1,064 | 11 | 1.0% | $4,505 | 加仓 |
| PLD | PROLOGIS INC. | $43.81万 | 0.05% | 3,173 | 1,209 | 61.6% | $16.69万 | 加仓 |
| QCOM | QUALCOMM INC | $44.36万 | 0.05% | 2,396 | -836 | -25.9% | -$15.48万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $44.59万 | 0.05% | 18,394 | -1,327 | -6.7% | -$3.22万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $44.63万 | 0.05% | 3,533 | 1,005 | 39.8% | $12.69万 | 加仓 |
| DAL | DELTA AIR LINES INC | $45.08万 | 0.05% | 4,821 | -447 | -8.5% | -$4.18万 | 减仓 |
| EWY | ISHARES INC | $45.76万 | 0.05% | 2,274 | 2,274 | — | $45.76万 | 新建仓 |
| CNC | CENTENE CORP DEL | $46.22万 | 0.05% | 7,200 | -1,128 | -13.5% | -$7.24万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $46.38万 | 0.05% | 2,935 | 2,935 | — | $46.38万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $46.48万 | 0.05% | 3,373 | 903 | 36.6% | $12.44万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $46.85万 | 0.05% | 2,952 | 143 | 5.1% | $2.27万 | 加仓 |
| BLK | BLACKROCK INC | $48.44万 | 0.05% | 507 | 112 | 28.4% | $10.70万 | 加仓 |
| CLS | CELESTICA INC | $48.60万 | 0.05% | 1,416 | 169 | 13.6% | $5.80万 | 加仓 |
| UNP | UNION PAC CORP | $48.65万 | 0.05% | 1,784 | 139 | 8.4% | $3.79万 | 加仓 |
| MSMR | ETF SER SOLUTIONS | $49.69万 | 0.05% | 14,133 | -266 | -1.8% | -$9,352 | 减仓 |
| VXF | VANGUARD INDEX FDS | $50.03万 | 0.05% | 2,032 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $50.43万 | 0.06% | 1,931 | 1,931 | — | $50.43万 | 新建仓 |
| HYD | VANECK ETF TRUST | $50.96万 | 0.06% | 9,869 | 60 | 0.6% | $3,098 | 加仓 |
| CLOI | VANECK ETF TRUST | $51.45万 | 0.06% | 9,718 | 126 | 1.3% | $6,671 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.69万 | 0.06% | 1,025 | 383 | 59.7% | $19.32万 | 加仓 |
| WMB | WILLIAMS COS INC | $51.89万 | 0.06% | 6,953 | 3,235 | 87.0% | $24.14万 | 加仓 |
| POWL | POWELL INDS INC | $52.74万 | 0.06% | 1,862 | 1,862 | — | $52.74万 | 新建仓 |
| USMV | ISHARES TR | $53.05万 | 0.06% | 5,513 | 1,963 | 55.3% | $18.89万 | 加仓 |