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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $3,750.67万 | 4.97% | 481,279 | -110,538 | -18.7% | -$861.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,124.11万 | 4.14% | 183,023 | 3,829 | 2.1% | $65.36万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,645.16万 | 3.50% | 274,823 | -4,470 | -1.6% | -$43.02万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,547.91万 | 3.37% | 305,877 | 78,647 | 34.6% | $655.12万 | 加仓 |
| PULS | PGIM ETF TR | $2,039.47万 | 2.70% | 411,953 | 81,716 | 24.7% | $404.55万 | 加仓 |
| AAPL | APPLE INC | $1,932.24万 | 2.56% | 77,587 | 3,278 | 4.4% | $81.64万 | 加仓 |
| AMZN | AMAZON COM INC | $1,720.19万 | 2.28% | 83,383 | 5,461 | 7.0% | $112.66万 | 加仓 |
| GLD | SPDR GOLD TR | $1,700.38万 | 2.25% | 40,140 | -887 | -2.2% | -$37.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,677.09万 | 2.22% | 45,978 | 2,485 | 5.7% | $90.64万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,593.79万 | 2.11% | 475,943 | 24,786 | 5.5% | $83.00万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,555.11万 | 2.06% | 277,581 | 11,152 | 4.2% | $62.48万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,456.90万 | 1.93% | 132,821 | 1,833 | 1.4% | $20.11万 | 加仓 |
| — | EXXON MOBIL CORP | $1,272.55万 | 1.69% | 73,656 | 1,960 | 2.7% | $33.86万 | 加仓 |
| GOOGL | ALPHABET INC | $1,249.20万 | 1.65% | 44,209 | 4,386 | 11.0% | $123.93万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,223.05万 | 1.62% | 155,627 | 122,610 | 371.4% | $963.58万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,208.10万 | 1.60% | 18,656 | -4,900 | -20.8% | -$317.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,154.46万 | 1.53% | 36,080 | -5,484 | -13.2% | -$175.47万 | 减仓 |
| IWM | ISHARES TR | $1,131.19万 | 1.50% | 46,240 | -11,665 | -20.1% | -$285.37万 | 减仓 |
| IVV | ISHARES TR | $1,116.54万 | 1.48% | 17,227 | 450 | 2.7% | $29.17万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,068.51万 | 1.42% | 144,255 | 6,960 | 5.1% | $51.55万 | 加仓 |
| AVGO | BROADCOM INC | $1,027.46万 | 1.36% | 33,977 | 1,336 | 4.1% | $40.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,012.89万 | 1.34% | 41,665 | 1,878 | 4.7% | $45.65万 | 加仓 |
| IEFA | ISHARES TR | $989.28万 | 1.31% | 110,155 | 19,695 | 21.8% | $176.88万 | 加仓 |
| IGF | ISHARES TR | $969.46万 | 1.28% | 145,790 | 6,905 | 5.0% | $45.92万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $909.65万 | 1.20% | 179,802 | 26,411 | 17.2% | $133.62万 | 加仓 |
| ANGL | VANECK ETF TRUST | $873.74万 | 1.16% | 305,273 | 8,157 | 2.7% | $23.35万 | 加仓 |
| GOOG | ALPHABET INC | $866.71万 | 1.15% | 30,813 | 456 | 1.5% | $12.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $758.86万 | 1.01% | 26,197 | 2,151 | 8.9% | $62.31万 | 加仓 |
| IUSV | ISHARES TR | $757.43万 | 1.00% | 74,408 | -4,632 | -5.9% | -$47.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $682.17万 | 0.90% | 14,331 | 2,529 | 21.4% | $120.38万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $662.97万 | 0.88% | 70,741 | 2,642 | 3.9% | $24.76万 | 加仓 |
| WMT | WALMART INC | $658.80万 | 0.87% | 53,379 | 13,189 | 32.8% | $162.78万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $658.47万 | 0.87% | 70,929 | 2,387 | 3.5% | $22.16万 | 加仓 |
| TSLA | TESLA INC | $655.56万 | 0.87% | 17,903 | 390 | 2.2% | $14.28万 | 加仓 |
| QUAL | ISHARES TR | $635.46万 | 0.84% | 33,398 | -2,143 | -6.0% | -$40.77万 | 减仓 |
| V | VISA INC | $625.29万 | 0.83% | 20,886 | 4,708 | 29.1% | $140.95万 | 加仓 |
| LLY | ELI LILLY & CO | $579.27万 | 0.77% | 6,343 | 340 | 5.7% | $31.05万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $576.23万 | 0.76% | 128,739 | 916 | 0.7% | $4.10万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $575.80万 | 0.76% | 329,534 | 13,273 | 4.2% | $23.19万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $568.12万 | 0.75% | 113,984 | 3,056 | 2.8% | $15.23万 | 加仓 |
| MO | ALTRIA GROUP INC | $566.25万 | 0.75% | 85,255 | -294 | -0.3% | -$1.95万 | 减仓 |
| ABBV | ABBVIE INC | $526.57万 | 0.70% | 24,387 | 9,744 | 66.5% | $210.40万 | 加仓 |
| META | META PLATFORMS INC | $525.34万 | 0.70% | 9,396 | 892 | 10.5% | $49.87万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $485.30万 | 0.64% | 115,300 | 18,940 | 19.7% | $79.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $431.29万 | 0.57% | 7,523 | 29 | 0.4% | $1.66万 | 加仓 |
| MRK | MERCK & CO INC | $423.79万 | 0.56% | 35,213 | 3,412 | 10.7% | $41.06万 | 加仓 |
| CVX | CHEVRON CORPORATION | $408.96万 | 0.54% | 19,350 | 2,981 | 18.2% | $63.00万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $401.93万 | 0.53% | 32,658 | 4,386 | 15.5% | $53.98万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $372.89万 | 0.49% | 3,754 | -641 | -14.6% | -$63.67万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $372.38万 | 0.49% | 7,524 | 429 | 6.0% | $21.23万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $359.34万 | 0.48% | 58,380 | 372 | 0.6% | $2.29万 | 加仓 |
| IEMG | ISHARES INC | $358.19万 | 0.47% | 51,578 | 18,577 | 56.3% | $129.01万 | 加仓 |
| MUB | ISHARES TR | $355.31万 | 0.47% | 33,470 | 1,946 | 6.2% | $20.66万 | 加仓 |
| HD | HOME DEPOT INC | $350.91万 | 0.46% | 10,786 | -3,024 | -21.9% | -$98.38万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $350.02万 | 0.46% | 38,272 | 1,069 | 2.9% | $9.78万 | 加仓 |
| ORCL | ORACLE CORP | $343.89万 | 0.46% | 23,835 | 3,084 | 14.9% | $44.50万 | 加仓 |
| GE | GE AEROSPACE | $334.46万 | 0.44% | 11,900 | 1,274 | 12.0% | $35.81万 | 加仓 |
| O | REALTY INCOME CORP | $293.25万 | 0.39% | 47,956 | 5,944 | 14.1% | $36.35万 | 加仓 |
| AMGN | AMGEN INC | $292.75万 | 0.39% | 8,376 | 727 | 9.5% | $25.41万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $290.13万 | 0.38% | 28,958 | 20,220 | 231.4% | $202.58万 | 加仓 |
| COPX | GLOBAL X FDS | $283.51万 | 0.38% | 38,508 | 23 | 0.1% | $1,693 | 加仓 |
| RTX | RTX CORPORATION | $277.91万 | 0.37% | 14,599 | 111 | 0.8% | $2.11万 | 加仓 |
| PEP | PEPSICO INC | $269.33万 | 0.36% | 17,294 | 1,402 | 8.8% | $21.83万 | 加仓 |
| IYE | ISHARES TR | $260.13万 | 0.34% | 39,384 | 39,384 | — | $260.13万 | 新建仓 |
| MCD | MCDONALDS CORP | $250.35万 | 0.33% | 8,095 | 92 | 1.1% | $2.85万 | 加仓 |
| CMI | CUMMINS INC | $249.92万 | 0.33% | 4,739 | -76 | -1.6% | -$4.01万 | 减仓 |
| SLV | ISHARES SILVER TR | $249.03万 | 0.33% | 37,300 | -21,998 | -37.1% | -$146.87万 | 减仓 |
| KO | COCA COLA CO | $236.43万 | 0.31% | 31,200 | 3,381 | 12.2% | $25.62万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $235.53万 | 0.31% | 143,381 | 18,892 | 15.2% | $31.03万 | 加仓 |
| NFLX | NETFLIX INC. | $231.84万 | 0.31% | 24,400 | 2,395 | 10.9% | $22.76万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $227.96万 | 0.30% | 13,831 | 607 | 4.6% | $10.00万 | 加仓 |
| NLR | VANECK ETF TRUST | $222.09万 | 0.29% | 17,110 | -226 | -1.3% | -$2.93万 | 减仓 |
| LOW | LOWES COS INC | $221.52万 | 0.29% | 9,460 | 1,309 | 16.1% | $30.65万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $220.17万 | 0.29% | 6,412 | 27 | 0.4% | $9,271 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $214.60万 | 0.28% | 19,815 | -147 | -0.7% | -$1.59万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $213.32万 | 0.28% | 16,423 | 614 | 3.9% | $7.98万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $207.18万 | 0.27% | 3,421 | -121 | -3.4% | -$7.33万 | 减仓 |
| WM | WASTE MGMT INC DEL | $200.52万 | 0.27% | 8,738 | 1,024 | 13.3% | $23.50万 | 加仓 |
| IJH | ISHARES TR | $198.76万 | 0.26% | 29,645 | -11,218 | -27.5% | -$75.21万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $195.13万 | 0.26% | 6,509 | -300 | -4.4% | -$8.99万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $184.72万 | 0.24% | 47,439 | 1,133 | 2.4% | $4.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $182.28万 | 0.24% | 5,555 | 88 | 1.6% | $2.89万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $177.21万 | 0.23% | 35,808 | 35,808 | — | $177.21万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $175.89万 | 0.23% | 30,114 | -69,018 | -69.6% | -$403.13万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $173.67万 | 0.23% | 15,498 | -369 | -2.3% | -$4.14万 | 减仓 |
| MS | MORGAN STANLEY | $172.00万 | 0.23% | 10,658 | 4,750 | 80.4% | $76.66万 | 加仓 |
| TXN | TEXAS INSTRS INC | $168.25万 | 0.22% | 8,830 | 353 | 4.2% | $6.73万 | 加仓 |
| — | PGIM ETF TR | $166.03万 | 0.22% | 32,983 | 32,983 | — | $166.03万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $160.95万 | 0.21% | 11,200 | -1,288 | -10.3% | -$18.51万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $158.07万 | 0.21% | 15,538 | 2,060 | 15.3% | $20.96万 | 加仓 |
| FTNT | FORTINET INC | $154.18万 | 0.20% | 19,142 | -1,859 | -8.9% | -$14.97万 | 减仓 |
| T | AT&T INC | $153.81万 | 0.20% | 53,951 | -6,789 | -11.2% | -$19.35万 | 减仓 |
| DGRO | ISHARES TR | $152.60万 | 0.20% | 21,968 | 5,477 | 33.2% | $38.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $150.60万 | 0.20% | 10,526 | -328 | -3.0% | -$4.69万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $133.79万 | 0.18% | 6,730 | 2,601 | 63.0% | $51.71万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $133.31万 | 0.18% | 8,416 | -240 | -2.8% | -$3.80万 | 减仓 |
| IUSG | ISHARES TR | $124.96万 | 0.17% | 8,104 | -1,081 | -11.8% | -$16.67万 | 减仓 |
| ITOT | ISHARES TR | $124.10万 | 0.16% | 8,846 | 1,294 | 17.1% | $18.15万 | 加仓 |
| GEV | GE VERNOVA INC | $123.71万 | 0.16% | 1,448 | 68 | 4.9% | $5.81万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $123.65万 | 0.16% | 2,715 | 195 | 7.7% | $8.88万 | 加仓 |