Symphony Financial Services, Inc.
AKRON OH · SEC CIK 0002031979
$1.95亿2026Q1 申报市值
99持仓数
55.6%前十大占比 · 第一大 10.6%
4 / 4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
USMC 加仓+$89.55万
BUFR 加仓+$86.90万
PYLD 加仓+$85.82万
JSMD 加仓+$72.07万
JTEK 加仓+$69.34万
2026Q1 卖出最多 按季末市值估算
COWZ 减仓-$67.15万
XMMO 减仓-$40.13万
IWY 减仓-$27.94万
QUAL 清仓-$26.63万
OUSA 减仓-$25.43万
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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QUAL | ISHARES MSCI | $0 | 0.00% | 0 | -1,341 | -100.0% | -$26.63万 | 清仓 |
| BA | BOEING COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCNCA | FIRST CITIZENS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTL BUSINESS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COMPANIES | $0 | 0.00% | 0 | -905 | -100.0% | -$21.83万 | 清仓 |
| PGF | INVESCO FINANCIAL | $0 | 0.00% | 0 | -10,184 | -100.0% | -$14.40万 | 清仓 |
| — | AGILON HEALTH | $0 | 0.00% | 0 | -46,650 | -100.0% | -$3.21万 | 清仓 |
| — | GABELLI EQUITY | $223 | 0.00% | 31,710 | 31,710 | — | $223 | 新建仓 |
| PCN | PIMCO CORPORATE | $16.64万 | 0.09% | 13,980 | 18 | 0.1% | $214 | 加仓 |
| GAB | GABELLI EQUITY | $17.87万 | 0.09% | 31,904 | 240 | 0.8% | $1,344 | 加仓 |
| IYF | ISHARES U S | $20.11万 | 0.10% | 1,709 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $20.77万 | 0.11% | 293 | 293 | — | $20.77万 | 新建仓 |
| IYC | ISHARES CONSUMER | $22.01万 | 0.11% | 2,271 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE | $22.87万 | 0.12% | 5,220 | 20 | 0.4% | $876 | 加仓 |
| MPC | MARATHON PETROLEUM | $23.01万 | 0.12% | 942 | -315 | -25.1% | -$7.69万 | 重新持有 |
| MRK | MERCK & COMPANY | $23.11万 | 0.12% | 1,921 | 1,921 | — | $23.11万 | 新建仓 |
| VUSB | VANGUARD ULTRA | $23.52万 | 0.12% | 4,725 | -300 | -6.0% | -$1.49万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS | $23.79万 | 0.12% | 6,288 | 26 | 0.4% | $984 | 加仓 |
| — | NXG CUSHING | $25.23万 | 0.13% | 5,672 | 378 | 7.1% | $1.68万 | 加仓 |
| BST | BLACKROCK SCIENCE | $25.42万 | 0.13% | 6,994 | 131 | 1.9% | $4,762 | 加仓 |
| SBUX | STARBUCKS CORP | $26.11万 | 0.13% | 2,915 | -299 | -9.3% | -$2.68万 | 减仓 |
| XLV | STATE STREET | $26.47万 | 0.14% | 1,805 | -11 | -0.6% | -$1,613 | 减仓 |
| PHYL | PGIM ACTIVE | $26.79万 | 0.14% | 7,735 | 603 | 8.5% | $2.09万 | 加仓 |
| HSBC | HSBC HOLDINGS | $27.60万 | 0.14% | 3,346 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $28.02万 | 0.14% | 783 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $28.04万 | 0.14% | 9,672 | -3,349 | -25.7% | -$9.71万 | 减仓 |
| HD | HOME DEPOT | $28.88万 | 0.15% | 878 | 55 | 6.7% | $1.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $29.83万 | 0.15% | 1,220 | 0 | 0.0% | — | 不变 |
| — | INVESCO BLOOMBERG | $29.91万 | 0.15% | 3,472 | -425 | -10.9% | -$3.66万 | 减仓 |
| JHMM | JOHN HANCOCK | $30.04万 | 0.15% | 4,475 | -200 | -4.3% | -$1.34万 | 减仓 |
| RTX | RTX CORP | $31.31万 | 0.16% | 1,623 | -32 | -1.9% | -$6,174 | 减仓 |
| OUSA | ALPS OSHARES | $31.65万 | 0.16% | 5,685 | -4,568 | -44.6% | -$25.43万 | 减仓 |
| IYK | ISHARES U S | $32.13万 | 0.16% | 4,588 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE CONNECTIVE | $32.51万 | 0.17% | 4,768 | 1 | 0.0% | $68 | 加仓 |
| TSLA | TESLA INC | $33.31万 | 0.17% | 896 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET | $33.37万 | 0.17% | 5,604 | 183 | 3.4% | $1.09万 | 加仓 |
| XLI | STATE STREET | $33.41万 | 0.17% | 2,066 | -20 | -1.0% | -$3,235 | 减仓 |
| RSP | INVESCO S&P | $33.97万 | 0.17% | 1,770 | -324 | -15.5% | -$6.22万 | 减仓 |
| AEIS | ADVANCED ENERGY | $34.05万 | 0.17% | 1,055 | 5 | 0.5% | $1,614 | 加仓 |
| MCD | MCDONALDS CORP | $35.91万 | 0.18% | 1,156 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $36.66万 | 0.19% | 420 | 42 | 11.1% | $3.67万 | 加仓 |
| DELL | DELL TECHNOLOGIES | $36.77万 | 0.19% | 2,240 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $38.10万 | 0.20% | 1,325 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS | $38.50万 | 0.20% | 1,201 | -647 | -35.0% | -$20.74万 | 减仓 |
| BUFQ | FIRST TRUST | $38.80万 | 0.20% | 10,985 | -58 | -0.5% | -$2,049 | 减仓 |
| TTE | TOTALENERGIES SE | $39.97万 | 0.21% | 4,393 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD | $41.52万 | 0.21% | 965 | 22 | 2.3% | $9,466 | 加仓 |
| MA | MASTERCARD INC | $45.88万 | 0.24% | 918 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST | $46.11万 | 0.24% | 7,356 | 250 | 3.5% | $1.57万 | 加仓 |
| PG | PROCTER & GAMBLE | $48.55万 | 0.25% | 3,361 | 3 | 0.1% | $433 | 加仓 |
| — | BNY MELLON | $49.55万 | 0.25% | 14,586 | -268 | -1.8% | -$9,105 | 减仓 |
| — | HONEYWELL INTL | $50.94万 | 0.26% | 2,254 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST | $51.16万 | 0.26% | 12,975 | 12,975 | — | $51.16万 | 新建仓 |
| IYE | ISHARES U S | $51.35万 | 0.26% | 7,929 | 502 | 6.8% | $3.25万 | 加仓 |
| ET | ENERGY TRANSFER | $51.89万 | 0.27% | 26,889 | 55 | 0.2% | $1,061 | 加仓 |
| EW | EDWARDS LIFESCIENCES | $54.21万 | 0.28% | 6,770 | -105 | -1.5% | -$8,408 | 减仓 |
| IYH | ISHARES U S | $58.53万 | 0.30% | 9,495 | 10 | 0.1% | $616 | 加仓 |
| PGR | PROGRESSIVE CORP | $59.39万 | 0.30% | 2,996 | -74 | -2.4% | -$1.47万 | 减仓 |
| MO | ALTRIA GROUP | $59.69万 | 0.31% | 9,045 | 39 | 0.4% | $2,574 | 加仓 |
| ITA | ISHARES AEROSPACE | $62.80万 | 0.32% | 2,871 | 200 | 7.5% | $4.37万 | 加仓 |
| WMT | WALMART INC | $67.43万 | 0.35% | 5,426 | -48 | -0.9% | -$5,965 | 减仓 |
| PFE | PFIZER INC | $69.20万 | 0.36% | 24,645 | 1,148 | 4.9% | $3.22万 | 加仓 |
| NFLX | NETFLIX INC | $71.40万 | 0.37% | 7,426 | -663 | -8.2% | -$6.37万 | 减仓 |
| META | META PLATFORMS | $73.86万 | 0.38% | 1,291 | -35 | -2.6% | -$2.00万 | 减仓 |
| BUFD | FIRST TRUST | $75.12万 | 0.39% | 26,830 | 1,755 | 7.0% | $4.91万 | 加仓 |
| GRID | FIRST TRUST | $80.41万 | 0.41% | 4,916 | 251 | 5.4% | $4.11万 | 加仓 |
| XMHQ | INVESCO S&P | $83.40万 | 0.43% | 8,068 | 73 | 0.9% | $7,546 | 加仓 |
| SPHQ | INVESCO S&P | $84.93万 | 0.44% | 11,295 | -72 | -0.6% | -$5,414 | 减仓 |
| COST | COSTCO WHOLESALE | $85.00万 | 0.44% | 853 | -2 | -0.2% | -$1,993 | 减仓 |
| VOO | VANGUARD S&P | $86.65万 | 0.44% | 1,450 | -20 | -1.4% | -$1.20万 | 减仓 |
| UTF | COHEN & STEERS | $91.70万 | 0.47% | 35,434 | 97 | 0.3% | $2,510 | 加仓 |
| LLY | ELI LILLY | $96.08万 | 0.49% | 1,045 | -79 | -7.0% | -$7.26万 | 减仓 |
| IJH | ISHARES CORE | $96.80万 | 0.50% | 14,335 | -512 | -3.4% | -$3.46万 | 减仓 |
| LMT | LOCKHEED MARTIN | $96.97万 | 0.50% | 1,605 | -233 | -12.7% | -$14.08万 | 减仓 |
| IYW | ISHARES TECHNOLOGY | $97.46万 | 0.50% | 5,372 | -11 | -0.2% | -$1,996 | 减仓 |
| AVGO | BROADCOM INC | $113.17万 | 0.58% | 3,656 | 217 | 6.3% | $6.72万 | 加仓 |
| PAA | PLAINS ALL | $116.69万 | 0.60% | 52,258 | -238 | -0.5% | -$5,315 | 减仓 |
| AKRE | PROFESSIONALLY MANAGED | $131.74万 | 0.68% | 24,927 | -755 | -2.9% | -$3.99万 | 减仓 |
| SPHY | STATE STREET | $134.96万 | 0.69% | 57,875 | 1,875 | 3.3% | $4.37万 | 加仓 |
| — | EXXON MOBIL | $146.15万 | 0.75% | 8,614 | 502 | 6.2% | $8.52万 | 加仓 |
| JPM | JPMORGAN CHASE | $205.37万 | 1.05% | 6,987 | 579 | 9.0% | $17.02万 | 加仓 |
| IWF | ISHARES RUSSELL | $215.46万 | 1.11% | 5,053 | 429 | 9.3% | $18.29万 | 加仓 |
| USMV | ISHARES MSCI | $229.67万 | 1.18% | 24,765 | -806 | -3.2% | -$7.47万 | 减仓 |
| DGRW | WISDOMTREE US | $252.31万 | 1.30% | 28,723 | 741 | 2.6% | $6.51万 | 加仓 |
| JTEK | JPMORGAN U S | $253.18万 | 1.30% | 31,831 | 8,717 | 37.7% | $69.34万 | 加仓 |
| AMZN | AMAZON COM | $258.69万 | 1.33% | 12,421 | -197 | -1.6% | -$4.10万 | 减仓 |
| QQQ | INVESCO QQQ | $276.67万 | 1.42% | 4,794 | 37 | 0.8% | $2.14万 | 加仓 |
| VGT | VANGUARD INFORMATION | $291.56万 | 1.50% | 4,179 | -127 | -2.9% | -$8.86万 | 减仓 |
| JAAA | JANUS HENDERSON | $293.23万 | 1.51% | 58,214 | 2,778 | 5.0% | $13.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $302.23万 | 1.55% | 8,165 | 491 | 6.4% | $18.17万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR | $305.29万 | 1.57% | 7,963 | 220 | 2.8% | $8.43万 | 加仓 |
| V | VISA INC | $316.54万 | 1.63% | 10,473 | -371 | -3.4% | -$11.21万 | 减仓 |
| COWZ | PACER US | $383.83万 | 1.97% | 61,354 | -10,733 | -14.9% | -$67.15万 | 减仓 |
| ITOT | ISHARES CORE | $419.23万 | 2.15% | 29,434 | 906 | 3.2% | $12.90万 | 加仓 |
| JSMD | JANUS DETROIT | $434.22万 | 2.23% | 54,722 | 9,082 | 19.9% | $72.07万 | 加仓 |
| XMMO | INVESCO S&P | $476.78万 | 2.45% | 32,877 | -2,767 | -7.8% | -$40.13万 | 减仓 |
| NVDA | NVIDIA CORP | $505.90万 | 2.60% | 29,008 | -774 | -2.6% | -$13.50万 | 减仓 |
| IWY | ISHARES RUSSELL | $541.75万 | 2.78% | 21,771 | -1,123 | -4.9% | -$27.94万 | 减仓 |
| AAPL | APPLE INC | $713.12万 | 3.66% | 28,099 | -919 | -3.2% | -$23.32万 | 减仓 |