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 |
|---|---|---|---|---|---|---|---|---|
| PAAA | PGIM ETF TR | $153.38万 | 0.17% | 29,917 | 21,367 | 249.9% | $109.54万 | 加仓 |
| IUSG | ISHARES TR | $152.66万 | 0.17% | 8,150 | 46 | 0.6% | $8,616 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $150.09万 | 0.16% | 37,912 | 10,421 | 37.9% | $41.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $148.62万 | 0.16% | 10,034 | -492 | -4.7% | -$7.29万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $147.26万 | 0.16% | 15,901 | 363 | 2.3% | $3.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $145.43万 | 0.16% | 5,226 | 456 | 9.6% | $12.69万 | 加仓 |
| IWF | ISHARES TR | $139.76万 | 0.15% | 11,440 | 1,304 | 12.9% | $15.93万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $139.06万 | 0.15% | 11,982 | 782 | 7.0% | $9.08万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $136.32万 | 0.15% | 7,192 | 1,604 | 28.7% | $30.40万 | 加仓 |
| ITOT | ISHARES TR | $136.28万 | 0.15% | 8,356 | -490 | -5.5% | -$7.99万 | 减仓 |
| SO | SOUTHERN CO | $134.82万 | 0.15% | 13,946 | 1,596 | 12.9% | $15.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $134.76万 | 0.15% | 30,543 | 75 | 0.2% | $3,309 | 加仓 |
| VLO | VALERO ENERGY CORP | $122.46万 | 0.13% | 4,612 | -271 | -5.5% | -$7.20万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $119.96万 | 0.13% | 2,961 | 246 | 9.1% | $9.97万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $118.75万 | 0.13% | 1,226 | 326 | 36.2% | $31.58万 | 加仓 |
| FIX | COMFORT SYS USA INC | $117.92万 | 0.13% | 595 | -45 | -7.0% | -$8.92万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $117.89万 | 0.13% | 35,208 | 5,403 | 18.1% | $18.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $117.51万 | 0.13% | 2,521 | 992 | 64.9% | $46.24万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $113.21万 | 0.12% | 1,761 | -486 | -21.6% | -$31.24万 | 减仓 |
| — | BNY MELLON ETF TRUST | $111.47万 | 0.12% | 11,895 | 2,766 | 30.3% | $25.92万 | 加仓 |
| BKMC | BNY MELLON ETF TRUST | $108.27万 | 0.12% | 8,795 | 200 | 2.3% | $2.46万 | 加仓 |
| MMM | 3M CO | $107.85万 | 0.12% | 6,645 | 586 | 9.7% | $9.51万 | 加仓 |
| BAC | BANK OF AMER CORP | $106.82万 | 0.12% | 18,548 | 1,824 | 10.9% | $10.50万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $106.55万 | 0.12% | 10,625 | 3,097 | 41.1% | $31.06万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $103.93万 | 0.11% | 13,749 | 582 | 4.4% | $4.40万 | 加仓 |
| PSX | PHILLIPS 66 | $102.26万 | 0.11% | 5,919 | -299 | -4.8% | -$5.17万 | 减仓 |
| — | BNY MELLON ETF TRUST | $99.16万 | 0.11% | 20,841 | 1,533 | 7.9% | $7.29万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $99.15万 | 0.11% | 42,154 | 1,185 | 2.9% | $2.79万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $98.64万 | 0.11% | 3,539 | 1,087 | 44.3% | $30.30万 | 加仓 |
| PFE | PFIZER INC | $97.99万 | 0.11% | 40,314 | 3,334 | 9.0% | $8.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $97.95万 | 0.11% | 4,492 | 3,403 | 312.5% | $74.20万 | 重新持有 |
| TWFG | TWFG INC | $94.24万 | 0.10% | 39,089 | 23,682 | 153.7% | $57.10万 | 加仓 |
| AGGY | WISDOMTREE TR | $94.17万 | 0.10% | 21,555 | -4,640 | -17.7% | -$20.27万 | 减仓 |
| — | BNY MELLON ETF TRUST | $92.39万 | 0.10% | 6,907 | 261 | 3.9% | $3.49万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $90.81万 | 0.10% | 10,111 | 19 | 0.2% | $1,706 | 加仓 |
| INTU | INTUIT | $90.64万 | 0.10% | 3,404 | 1,038 | 43.9% | $27.64万 | 加仓 |
| IWO | ISHARES TR | $89.76万 | 0.10% | 2,298 | 203 | 9.7% | $7.93万 | 加仓 |
| ADI | ANALOG DEVICES INC | $88.99万 | 0.10% | 2,265 | -43 | -1.9% | -$1.69万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $87.92万 | 0.10% | 40,390 | 5,301 | 15.1% | $11.54万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $86.01万 | 0.09% | 1,153 | 58 | 5.3% | $4.33万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $85.70万 | 0.09% | 3,624 | 214 | 6.3% | $5.06万 | 加仓 |
| ITA | ISHARES TR | $85.01万 | 0.09% | 3,554 | 523 | 17.3% | $12.51万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $84.83万 | 0.09% | 8,469 | -20,489 | -70.8% | -$205.22万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $84.73万 | 0.09% | 835 | 240 | 40.3% | $24.35万 | 加仓 |
| KLAC | KLA CORP | $83.81万 | 0.09% | 2,889 | 1,409 | 95.2% | $40.88万 | 加仓 |
| HDV | ISHARES TR | $83.73万 | 0.09% | 30,237 | 8,457 | 38.8% | $23.42万 | 加仓 |
| CRM | SALESFORCE INC | $82.80万 | 0.09% | 5,256 | 540 | 11.5% | $8.51万 | 加仓 |
| — | HONEYWELL INTL INC | $81.92万 | 0.09% | 3,528 | 66 | 1.9% | $1.53万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $81.22万 | 0.09% | 15,179 | 29 | 0.2% | $1,552 | 加仓 |
| IWD | ISHARES TR | $79.34万 | 0.09% | 3,270 | 1,457 | 80.4% | $35.35万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $78.47万 | 0.09% | 14,676 | 1,091 | 8.0% | $5.83万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $77.85万 | 0.09% | 4,962 | 286 | 6.1% | $4.49万 | 加仓 |
| VLUE | ISHARES TR | $76.05万 | 0.08% | 3,786 | 13 | 0.3% | $2,611 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $75.93万 | 0.08% | 1,775 | 1,775 | — | $75.93万 | 新建仓 |
| NOW | SERVICENOW INC | $75.73万 | 0.08% | 7,584 | 115 | 1.5% | $1.15万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $75.56万 | 0.08% | 12,649 | -6,234 | -33.0% | -$37.24万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $74.58万 | 0.08% | 1,546 | 248 | 19.1% | $11.96万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $74.53万 | 0.08% | 3,150 | 3,150 | — | $74.53万 | 新建仓 |
| FALN | ISHARES TR | $73.84万 | 0.08% | 27,111 | 784 | 3.0% | $2.14万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $73.17万 | 0.08% | 4,057 | 102 | 2.6% | $1.84万 | 加仓 |
| OKE | ONEOK INC NEW | $71.54万 | 0.08% | 8,125 | 2,347 | 40.6% | $20.66万 | 加仓 |
| FAST | FASTENAL CO | $71.01万 | 0.08% | 14,972 | 1,984 | 15.3% | $9.41万 | 加仓 |
| CSCO | CISCO SYS INC | $70.54万 | 0.08% | 5,998 | 1,060 | 21.5% | $12.47万 | 加仓 |
| COP | CONOCOPHILLIPS | $69.37万 | 0.08% | 6,662 | 739 | 12.5% | $7.70万 | 加仓 |
| IJR | ISHARES TR | $69.17万 | 0.08% | 4,675 | 754 | 19.2% | $11.16万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $68.12万 | 0.07% | 11,859 | 2,133 | 21.9% | $12.25万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $67.39万 | 0.07% | 13,106 | -133 | -1.0% | -$6,838 | 减仓 |
| VXUS | VANGUARD STAR FDS | $67.17万 | 0.07% | 7,887 | 481 | 6.5% | $4.10万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $66.54万 | 0.07% | 1,380 | 110 | 8.7% | $5.30万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $66.24万 | 0.07% | 685 | -123 | -15.2% | -$11.89万 | 减仓 |
| C | CITIGROUP INC | $65.60万 | 0.07% | 4,647 | 2,636 | 131.1% | $37.21万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $64.45万 | 0.07% | 3,401 | 366 | 12.1% | $6.94万 | 加仓 |
| TJX | TJX COS INC NEW | $64.19万 | 0.07% | 4,242 | 105 | 2.5% | $1.59万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $63.78万 | 0.07% | 10,165 | -257 | -2.5% | -$1.61万 | 减仓 |
| ETN | EATON CORP PLC | $63.75万 | 0.07% | 1,543 | 336 | 27.8% | $13.88万 | 加仓 |
| PYLD | PIMCO ETF TR | $62.39万 | 0.07% | 23,472 | 4,504 | 23.7% | $11.97万 | 加仓 |
| R | RYDER SYS INC | $62.37万 | 0.07% | 2,358 | -123 | -5.0% | -$3.25万 | 减仓 |
| BX | BLACKSTONE INC | $61.66万 | 0.07% | 5,358 | 1,872 | 53.7% | $21.54万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $60.89万 | 0.07% | 10,467 | -3,299 | -24.0% | -$19.19万 | 减仓 |
| APH | AMPHENOL CORP | $60.32万 | 0.07% | 3,542 | 899 | 34.0% | $15.31万 | 加仓 |
| INDA | ISHARES TR | $58.36万 | 0.06% | 11,816 | -506 | -4.1% | -$2.50万 | 减仓 |
| VB | VANGUARD INDEX FDS | $57.83万 | 0.06% | 1,908 | 1,908 | — | $57.83万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $57.75万 | 0.06% | 2,345 | -100 | -4.1% | -$2.46万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $56.99万 | 0.06% | 1,725 | 347 | 25.2% | $11.46万 | 加仓 |
| ENB | ENBRIDGE INC | $55.56万 | 0.06% | 10,050 | 875 | 9.5% | $4.84万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $55.05万 | 0.06% | 2,123 | 326 | 18.1% | $8.45万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $54.21万 | 0.06% | 2,982 | 7 | 0.2% | $1,273 | 加仓 |
| TFC | TRUIST FINL CORP | $53.91万 | 0.06% | 10,685 | 317 | 3.1% | $1.60万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $53.89万 | 0.06% | 3,482 | 75 | 2.2% | $1.16万 | 加仓 |
| LIN | LINDE PLC | $53.42万 | 0.06% | 1,039 | 230 | 28.4% | $11.83万 | 加仓 |
| INTC | INTEL CORP | $53.07万 | 0.06% | 3,859 | -2,250 | -36.8% | -$30.95万 | 减仓 |
| USMV | ISHARES TR | $53.05万 | 0.06% | 5,513 | 1,963 | 55.3% | $18.89万 | 加仓 |
| POWL | POWELL INDS INC | $52.74万 | 0.06% | 1,862 | 1,862 | — | $52.74万 | 新建仓 |
| WMB | WILLIAMS COS INC | $51.89万 | 0.06% | 6,953 | 3,235 | 87.0% | $24.14万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.69万 | 0.06% | 1,025 | 383 | 59.7% | $19.32万 | 加仓 |
| CLOI | VANECK ETF TRUST | $51.45万 | 0.06% | 9,718 | 126 | 1.3% | $6,671 | 加仓 |
| HYD | VANECK ETF TRUST | $50.96万 | 0.06% | 9,869 | 60 | 0.6% | $3,098 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $50.43万 | 0.06% | 1,931 | 1,931 | — | $50.43万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $50.03万 | 0.05% | 2,032 | 0 | 0.0% | — | 不变 |
| MSMR | ETF SER SOLUTIONS | $49.69万 | 0.05% | 14,133 | -266 | -1.8% | -$9,352 | 减仓 |