Symphony Financial Services, Inc.
AKRON OH · SEC CIK 0002031979
$2.23亿2026Q2 申报市值
105持仓数
55.9%前十大占比 · 第一大 10.1%
7 / 5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
BUFR 加仓+$445.41万
BUFD 加仓+$326.94万
AVUV 新建仓+$126.20万
JSMD 加仓+$99.52万
PSN 新建仓+$86.48万
2026Q2 卖出最多 按季末市值估算
SMH 清仓-$305.29万
USMV 清仓-$229.67万
PYLD 减仓-$184.58万
AKRE 清仓-$131.74万
INTC 重新持有-$75.27万
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 |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TRUST | $2,241.06万 | 10.07% | 613,484 | 121,929 | 24.8% | $445.41万 | 加仓 |
| PYLD | PIMCO ENHANCED | $1,903.71万 | 8.55% | 717,840 | -69,602 | -8.8% | -$184.58万 | 减仓 |
| USMC | PRINCIPAL US | $1,852.11万 | 8.32% | 249,857 | 7,238 | 3.0% | $53.65万 | 加仓 |
| PAVE | GLOBAL X | $1,283.69万 | 5.77% | 217,871 | 9,213 | 4.4% | $54.28万 | 加仓 |
| AIRR | FIRST TRUST | $1,234.85万 | 5.55% | 92,672 | 1,611 | 1.8% | $21.47万 | 加仓 |
| KNG | FIRST TRUST | $1,049.88万 | 4.72% | 207,896 | 11,861 | 6.1% | $59.90万 | 加仓 |
| AAPL | APPLE INC | $806.75万 | 3.62% | 27,881 | -218 | -0.8% | -$6.31万 | 减仓 |
| JMBS | JANUS HENDERSON | $756.59万 | 3.40% | 168,168 | 103 | 0.1% | $4,634 | 加仓 |
| IWY | ISHARES RUSSELL | $669.02万 | 3.01% | 23,021 | 1,250 | 5.7% | $36.33万 | 加仓 |
| JSMD | JANUS DETROIT | $653.51万 | 2.94% | 64,552 | 9,830 | 18.0% | $99.52万 | 加仓 |
| NVDA | NVIDIA CORP | $572.03万 | 2.57% | 28,589 | -419 | -1.4% | -$8.38万 | 减仓 |
| XMMO | INVESCO S&P | $563.60万 | 2.53% | 33,126 | 249 | 0.8% | $4.24万 | 加仓 |
| ITOT | ISHARES CORE | $481.16万 | 2.16% | 29,291 | -143 | -0.5% | -$2.35万 | 减仓 |
| VGT | VANGUARD INFORMATION | $426.44万 | 1.92% | 35,680 | 2,248 | 6.7% | $26.87万 | 加仓 |
| COWZ | PACER US | $408.79万 | 1.84% | 65,722 | 4,368 | 7.1% | $27.17万 | 加仓 |
| BUFD | FIRST TRUST | $406.68万 | 1.83% | 136,837 | 110,007 | 410.0% | $326.94万 | 加仓 |
| JTEK | JPMORGAN U S | $378.07万 | 1.70% | 33,892 | 2,061 | 6.5% | $22.99万 | 加仓 |
| V | VISA INC | $358.01万 | 1.61% | 10,435 | -38 | -0.4% | -$1.30万 | 减仓 |
| QQQ | INVESCO QQQ | $345.33万 | 1.55% | 4,690 | -104 | -2.2% | -$7.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $332.84万 | 1.50% | 8,923 | 758 | 9.3% | $28.27万 | 加仓 |
| JAAA | JANUS HENDERSON | $311.29万 | 1.40% | 61,653 | 3,439 | 5.9% | $17.36万 | 加仓 |
| AMZN | AMAZON COM | $289.44万 | 1.30% | 12,144 | -277 | -2.2% | -$6.60万 | 减仓 |
| DGRW | WISDOMTREE US | $279.30万 | 1.25% | 29,209 | 486 | 1.7% | $4.65万 | 加仓 |
| IWF | ISHARES RUSSELL | $253.93万 | 1.14% | 20,451 | 239 | 1.2% | $2.97万 | 加仓 |
| JPM | JPMORGAN CHASE | $221.57万 | 1.00% | 6,769 | -218 | -3.1% | -$7.14万 | 减仓 |
| AVGO | BROADCOM INC | $147.28万 | 0.66% | 3,899 | 243 | 6.6% | $9.18万 | 加仓 |
| SPHY | STATE STREET | $136.13万 | 0.61% | 58,075 | 200 | 0.3% | $4,688 | 加仓 |
| IYW | ISHARES TECHNOLOGY | $132.93万 | 0.60% | 5,270 | -102 | -1.9% | -$2.57万 | 减仓 |
| LLY | ELI LILLY | $127.73万 | 0.57% | 1,065 | 20 | 1.9% | $2.40万 | 加仓 |
| AVUV | AVANTIS U S | $126.20万 | 0.57% | 10,115 | 10,115 | — | $126.20万 | 新建仓 |
| IJH | ISHARES CORE | $115.30万 | 0.52% | 14,952 | 617 | 4.3% | $4.76万 | 加仓 |
| PAA | PLAINS ALL | $112.63万 | 0.51% | 50,599 | -1,659 | -3.2% | -$3.69万 | 减仓 |
| — | EXXON MOBIL | $111.80万 | 0.50% | 8,177 | -437 | -5.1% | -$5.97万 | 减仓 |
| SPHQ | INVESCO S&P | $103.13万 | 0.46% | 11,447 | 152 | 1.3% | $1.37万 | 加仓 |
| GRID | FIRST TRUST | $101.65万 | 0.46% | 5,301 | 385 | 7.8% | $7.38万 | 加仓 |
| VOO | VANGUARD S&P | $99.59万 | 0.45% | 1,450 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS | $94.15万 | 0.42% | 34,124 | -1,310 | -3.7% | -$3.61万 | 减仓 |
| XMHQ | INVESCO S&P | $94.14万 | 0.42% | 8,340 | 272 | 3.4% | $3.07万 | 加仓 |
| DELL | DELL TECHNOLOGIES | $91.26万 | 0.41% | 2,115 | -125 | -5.6% | -$5.39万 | 减仓 |
| PSN | PARSONS CORP | $86.48万 | 0.39% | 16,507 | 16,507 | — | $86.48万 | 新建仓 |
| ITA | ISHARES AEROSPACE | $84.05万 | 0.38% | 3,467 | 596 | 20.8% | $14.45万 | 加仓 |
| LMT | LOCKHEED MARTIN | $79.89万 | 0.36% | 1,568 | -37 | -2.3% | -$1.89万 | 减仓 |
| COST | COSTCO WHOLESALE | $79.84万 | 0.36% | 853 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST | $66.25万 | 0.30% | 7,373 | 17 | 0.2% | $1,527 | 加仓 |
| META | META PLATFORMS | $66.07万 | 0.30% | 1,173 | -118 | -9.1% | -$6.65万 | 减仓 |
| PGR | PROGRESSIVE CORP | $65.46万 | 0.29% | 2,996 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $64.90万 | 0.29% | 9,020 | -25 | -0.3% | -$1,799 | 减仓 |
| WMT | WALMART INC | $61.48万 | 0.28% | 5,429 | 3 | 0.1% | $340 | 加仓 |
| IYH | ISHARES U S | $61.45万 | 0.28% | 9,170 | -325 | -3.4% | -$2.18万 | 减仓 |
| EW | EDWARDS LIFESCIENCES | $60.34万 | 0.27% | 6,670 | -100 | -1.5% | -$9,046 | 减仓 |
| PFE | PFIZER INC | $60.27万 | 0.27% | 25,029 | 384 | 1.6% | $9,247 | 加仓 |
| — | BNY MELLON | $53.10万 | 0.24% | 14,236 | -350 | -2.4% | -$1.31万 | 减仓 |
| ET | ENERGY TRANSFER | $51.51万 | 0.23% | 26,941 | 52 | 0.2% | $994 | 加仓 |
| NFLX | NETFLIX INC | $49.45万 | 0.22% | 6,926 | -500 | -6.7% | -$3.57万 | 减仓 |
| GEV | GE VERNOVA | $47.82万 | 0.21% | 407 | -13 | -3.1% | -$1.53万 | 减仓 |
| UFOX | DEFIANCE SPACE | $47.41万 | 0.21% | 4,988 | 220 | 4.6% | $2.09万 | 加仓 |
| IYE | ISHARES U S | $46.87万 | 0.21% | 8,283 | 354 | 4.5% | $2.00万 | 加仓 |
| MA | MASTERCARD INC | $46.39万 | 0.21% | 903 | -15 | -1.6% | -$7,707 | 减仓 |
| GOOGL | ALPHABET INC | $45.56万 | 0.20% | 1,275 | -50 | -3.8% | -$1.79万 | 减仓 |
| BUFQ | FIRST TRUST | $45.34万 | 0.20% | 11,546 | 561 | 5.1% | $2.20万 | 加仓 |
| SHW | SHERWIN WILLIAMS | $41.44万 | 0.19% | 1,203 | 2 | 0.2% | $689 | 加仓 |
| AMD | ADVANCED MICRO | $40.72万 | 0.18% | 701 | 701 | — | $40.72万 | 新建仓 |
| PG | PROCTER & GAMBLE | $40.16万 | 0.18% | 2,739 | -622 | -18.5% | -$9.12万 | 减仓 |
| AEIS | ADVANCED ENERGY | $40.08万 | 0.18% | 1,075 | 20 | 1.9% | $7,457 | 加仓 |
| TSLA | TESLA INC | $38.48万 | 0.17% | 915 | 19 | 2.1% | $7,991 | 加仓 |
| RSP | INVESCO S&P | $37.66万 | 0.17% | 1,770 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET | $37.34万 | 0.17% | 2,016 | -50 | -2.4% | -$9,262 | 减仓 |
| KBE | STATE STREET | $36.09万 | 0.16% | 5,290 | -314 | -5.6% | -$2.14万 | 减仓 |
| INTC | INTEL CORP | $34.91万 | 0.16% | 2,500 | -5,391 | -68.3% | -$75.27万 | 重新持有 |
| GLD | SPDR GOLD | $34.74万 | 0.16% | 943 | -22 | -2.3% | -$8,104 | 减仓 |
| TTE | TOTALENERGIES SE | $34.16万 | 0.15% | 4,393 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK | $33.57万 | 0.15% | 4,478 | 3 | 0.1% | $225 | 加仓 |
| BST | BLACKROCK SCIENCE | $33.38万 | 0.15% | 6,583 | -411 | -5.9% | -$2.08万 | 减仓 |
| ETN | EATON CORP | $33.38万 | 0.15% | 783 | 0 | 0.0% | — | 不变 |
| — | NXG CUSHING | $32.89万 | 0.15% | 6,566 | 894 | 15.8% | $4.48万 | 加仓 |
| OUSA | ALPS OSHARES | $32.30万 | 0.15% | 5,537 | -148 | -2.6% | -$8,633 | 减仓 |
| RTX | RTX CORP | $32.22万 | 0.14% | 1,698 | 75 | 4.6% | $1.42万 | 加仓 |
| IYK | ISHARES U S | $32.10万 | 0.14% | 4,418 | -170 | -3.7% | -$1.24万 | 减仓 |
| HD | HOME DEPOT | $31.58万 | 0.14% | 895 | 17 | 1.9% | $5,998 | 加仓 |
| MCD | MCDONALDS CORP | $31.24万 | 0.14% | 1,156 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $31.21万 | 0.14% | 293 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.99万 | 0.14% | 1,220 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $29.80万 | 0.13% | 2,916 | 1 | 0.0% | $102 | 加仓 |
| PHYL | PGIM ACTIVE | $29.02万 | 0.13% | 8,321 | 586 | 7.6% | $2.04万 | 加仓 |
| HSBC | HSBC HOLDINGS | $28.97万 | 0.13% | 3,046 | -300 | -9.0% | -$2.85万 | 减仓 |
| — | INVESCO BLOOMBERG | $28.36万 | 0.13% | 3,192 | -280 | -8.1% | -$2.49万 | 减仓 |
| GE | GE AEROSPACE | $28.34万 | 0.13% | 758 | 758 | — | $28.34万 | 新建仓 |
| XLV | STATE STREET | $26.23万 | 0.12% | 1,653 | -152 | -8.4% | -$2.41万 | 减仓 |
| OHI | OMEGA HEALTHCARE | $24.98万 | 0.11% | 5,239 | 19 | 0.4% | $906 | 加仓 |
| IYF | ISHARES U S | $24.35万 | 0.11% | 1,910 | 201 | 11.8% | $2.56万 | 加仓 |
| MPC | MARATHON PETROLEUM | $24.17万 | 0.11% | 945 | 3 | 0.3% | $767 | 加仓 |
| HON | HONEYWELL INTL | $23.69万 | 0.11% | 1,058 | -1,196 | -53.1% | -$26.78万 | 减仓 |
| VUSB | VANGUARD ULTRA | $23.52万 | 0.11% | 4,725 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE | $23.39万 | 0.11% | 1,058 | 1,058 | — | $23.39万 | 新建仓 |
| MRK | MERCK & COMPANY | $23.32万 | 0.10% | 1,815 | -106 | -5.5% | -$1.36万 | 减仓 |
| FYC | FIRST TRUST | $23.16万 | 0.10% | 1,819 | 1,819 | — | $23.16万 | 新建仓 |
| IYC | ISHARES CONSUMER | $22.96万 | 0.10% | 2,271 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $22.69万 | 0.10% | 6,174 | -114 | -1.8% | -$4,190 | 减仓 |
| SDVY | FIRST TRUST | $21.72万 | 0.10% | 5,035 | -7,940 | -61.2% | -$34.25万 | 减仓 |
| FCNCA | FIRST CITIZENS | $21.64万 | 0.10% | 104 | 0 | 0.0% | — | 重新持有 |