Symphony Financial, Ltd. Co.
HOUSTON TX · SEC CIK 0001800687
$7.55亿2026Q1 申报市值
315持仓数
30.1%前十大占比 · 第一大 5.0%
45 / 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
AVEM 加仓+$963.58万
AVDE 加仓+$655.12万
PULS 加仓+$404.55万
IYE 新建仓+$260.13万
ABBV 加仓+$210.40万
2026Q1 卖出最多 按季末市值估算
SPTM 减仓-$861.44万
SPMD 减仓-$403.13万
HYD 减仓-$374.02万
SPY 减仓-$317.31万
IWM 减仓-$285.37万
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 |
|---|---|---|---|---|---|---|---|---|
| TPR | TAPESTRY INC | $20.95万 | 0.03% | 1,485 | 1,485 | — | $20.95万 | 新建仓 |
| KLAC | KLA CORP | $20.74万 | 0.03% | 148 | -66 | -30.8% | -$9.25万 | 减仓 |
| USB | US BANCORP | $20.69万 | 0.03% | 4,009 | 4,009 | — | $20.69万 | 新建仓 |
| TER | TERADYNE INC | $20.68万 | 0.03% | 699 | 699 | — | $20.68万 | 新建仓 |
| CI | THE CIGNA GROUP | $20.65万 | 0.03% | 777 | 777 | — | $20.65万 | 新建仓 |
| MINT | PIMCO ETF TR | $20.29万 | 0.03% | 2,017 | -333 | -14.2% | -$3.35万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $20.26万 | 0.03% | 4,050 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.17万 | 0.03% | 693 | -70 | -9.2% | -$2.04万 | 重新持有 |
| VRSN | VERISIGN INC | $20.17万 | 0.03% | 812 | -396 | -32.8% | -$9.84万 | 减仓 |
| EQIX | EQUINIX INC | $20.09万 | 0.03% | 205 | 205 | — | $20.09万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $20.04万 | 0.03% | 706 | 706 | — | $20.04万 | 新建仓 |
| — | MV OIL TR | $16.54万 | 0.02% | 73,352 | 2,578 | 3.6% | $5,813 | 加仓 |
| CNH | CNH INDL N V | $11.09万 | 0.01% | 10,096 | 10,096 | — | $11.09万 | 新建仓 |
| ABEV | AMBEV SA | $3.83万 | 0.01% | 13,349 | -388 | -2.8% | -$1,114 | 重新持有 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $3.40万 | 0.00% | 10,017 | 10,017 | — | $3.40万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -5,409 | -100.0% | -$56.02万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -2,043 | -100.0% | -$53.12万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -2,865 | -100.0% | -$46.46万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -4,158 | -100.0% | -$33.69万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -3,522 | -100.0% | -$30.39万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -17,810 | -100.0% | -$29.37万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -4,460 | -100.0% | -$29.03万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -3,528 | -100.0% | -$26.62万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -1,985 | -100.0% | -$26.09万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -4,791 | -100.0% | -$24.76万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -411 | -100.0% | -$23.85万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -3,513 | -100.0% | -$23.52万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,019 | -100.0% | -$20.37万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -13,444 | -100.0% | -$10.85万 | 清仓 |