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Livermore
Livermore
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Sym Financial Corp

SEC CIK
0000764739
最新申報
2026/8/4

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/5/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
352
較 2024 年第 4 季 +19
總值
$8.12 億
較 2024 年第 4 季 +$3,811 萬 (+4.9%)
申報日
2025/5/6
SEC
Sym Financial Corp 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
LMTLockheed Martin CorpStock475$21.2 萬<0.1%+41+9.4%加碼歷史
GILDGilead Sciences, Inc.Stock1,899$21.3 萬<0.1%+1,899新進歷史
FIXComfort Systems USA IncCOM661$21.3 萬<0.1%+661新進歷史
FHIFederated Hermes, Inc.CL B5,256$21.4 萬<0.1%+209+4.1%加碼歷史
ELVElevance Health, Inc.Stock493$21.4 萬<0.1%+493新進歷史
VLOValero Energy CorpStock1,624$21.4 萬<0.1%+1,624新進歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF4,243$21.5 萬<0.1%−26−0.6%減碼–
NTNXNutanix, Inc.Stock3,085$21.5 萬<0.1%+3,085新進歷史
ETREntergy CorpCOM2,522$21.6 萬<0.1%+2,522新進歷史
ZTSZoetis Inc.Stock1,320$21.7 萬<0.1%+1,320新進歷史
WSTWest Pharmaceutical Services IncCOM977$21.9 萬<0.1%+977新進歷史
STTState Street CorpCOM2,488$22.3 萬<0.1%−10.0%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,530$22.3 萬<0.1%−23−1.5%減碼–
ETNEaton Corp plcStock822$22.3 萬<0.1%+47+6.1%加碼歷史
CNXCConcentrix CorpStock4,023$22.4 萬<0.1%+4,023新進歷史
MOHMolina Healthcare, Inc.COM681$22.4 萬<0.1%−175−20.4%減碼歷史
RELXRELX PLCSPONSORED ADR4,457$22.5 萬<0.1%+4,457新進歷史
SCHWSchwab Charles CorpStock2,886$22.6 萬<0.1%+2,886新進歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,012$22.8 萬<0.1%−275−12.0%減碼歷史
FMCFMC CorpCOM NEW5,417$22.9 萬<0.1%+5,417新進歷史
SYFSynchrony FinancialCOM4,319$22.9 萬<0.1%+30+0.7%加碼歷史
DKNGDraftKings Inc.Stock6,905$22.9 萬<0.1%+6,905新進歷史
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT8,101$23.0 萬<0.1%−4,404−35.2%減碼–
INTCIntel CorpStock10,163$23.1 萬<0.1%−6,485−39.0%減碼歷史
VLYValley National BancorpCOM26,102$23.2 萬<0.1%+4,547+21.1%加碼歷史
AZOAutoZone IncCOM61$23.3 萬<0.1%−6−9.0%減碼歷史
Vanguard Total Bond Market ETF921937835ETF3,177$23.3 萬<0.1%−70−2.2%減碼–
UGIUgi CorpStock7,065$23.4 萬<0.1%+7,065新進歷史
BKRBaker Hughes CoCL A5,342$23.5 萬<0.1%+259+5.1%加碼歷史
QDELQuidelOrtho CorpCOM6,719$23.5 萬<0.1%+6,719新進歷史
APTVAptiv PLCStock3,967$23.6 萬<0.1%+3,967新進歷史
TWLOTwilio IncCL A2,414$23.6 萬<0.1%+17+0.7%加碼歷史
PLTRPalantir Technologies Inc.Stock2,821$23.8 萬<0.1%+2,821新進歷史
HOODRobinhood Markets, Inc.Stock5,743$23.9 萬<0.1%−213−3.6%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF1,391$24.0 萬<0.1%00.0%不變–
FCXFreeport-McMoran IncStock6,363$24.1 萬<0.1%+6,363新進歷史
MFGMizuho Financial Group IncSPONSORED ADR43,837$24.2 萬<0.1%+1,176+2.8%加碼歷史
UPSUnited Parcel Service IncStock2,200$24.2 萬<0.1%+2,200新進歷史
SNYSanofiSPONSORED ADR4,372$24.2 萬<0.1%+4,372新進歷史
NTRANatera, Inc.COM1,728$24.4 萬<0.1%+113+7.0%加碼歷史
BMRNBiomarin Pharmaceutical IncCOM3,466$24.5 萬<0.1%+3,466新進歷史
ADPAutomatic Data Processing IncStock802$24.5 萬<0.1%−18−2.2%減碼歷史
HALHalliburton CoStock9,714$24.6 萬<0.1%+9,714新進歷史
CRHCRH Public Ltd CoORD2,803$24.7 萬<0.1%+2,803新進歷史
MRVLMarvell Technology, Inc.COM4,069$25.1 萬<0.1%+1,688+70.9%加碼歷史
FTITechnipFMC plcCOM7,912$25.1 萬<0.1%+829+11.7%加碼歷史
CMCSAComcast CorpStock6,821$25.2 萬<0.1%−6,748−49.7%減碼歷史
GPNGlobal Payments IncStock2,580$25.3 萬<0.1%−212−7.6%減碼歷史
FGBFirst Trust Specialty Finance & Financial Opportunities FundCOM BEN INTR59,171$25.4 萬<0.1%−3,077−4.9%減碼歷史
iShares S&P 500 Value ETF464287408ETF1,340$25.5 萬<0.1%00.0%不變–
LNCLincoln National CorpCOM7,154$25.7 萬<0.1%+400+5.9%加碼歷史
iShares Tr46434V316GLOBAL EQUITY6,046$25.9 萬<0.1%00.0%不變–
TXRHTexas Roadhouse, Inc.COM1,562$26.0 萬<0.1%+191+13.9%加碼歷史
AXSAxis Capital Holdings LtdSHS2,598$26.0 萬<0.1%+2,598新進歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,809$26.3 萬<0.1%00.0%不變–
PTYPIMCO Corporate & Income Opportunity FundCOM18,269$26.4 萬<0.1%−774−4.1%減碼歷史
EVRGEvergy, Inc.Stock3,833$26.4 萬<0.1%+137+3.7%加碼歷史
ZSZscaler, Inc.Stock1,332$26.4 萬<0.1%−346−20.6%減碼歷史
EXELExelixis, Inc.COM7,239$26.7 萬<0.1%+7,239新進歷史
HUNHuntsman CORPCOM17,030$26.9 萬<0.1%+17,030新進歷史
CICigna GroupStock819$26.9 萬<0.1%+819新進歷史
Dimensional ETF Trust25434V781INTL SMALL CAP V9,260$27.0 萬<0.1%−643−6.5%減碼–
TXNTexas Instruments IncStock1,503$27.0 萬<0.1%−2,166−59.0%減碼歷史
TAKTakeda Pharmaceutical Co LtdADR18,203$27.1 萬<0.1%+7,617+72.0%加碼歷史
TCBITexas Capital Bancshares IncCOM3,633$27.1 萬<0.1%+1,018+38.9%加碼歷史
NWGNatWest Group plcSPONS ADR22,897$27.3 萬<0.1%+2,662+13.2%加碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM1,014$27.4 萬<0.1%+51+5.3%加碼歷史
HUMHumana IncStock1,038$27.5 萬<0.1%+163+18.6%加碼歷史
QCOMQualcomm IncStock1,796$27.6 萬<0.1%+1,796新進歷史
TRMBTrimble Inc.COM4,212$27.7 萬<0.1%+113+2.8%加碼歷史
KRKroger CoStock4,124$27.9 萬<0.1%−5−0.1%減碼歷史
RLRalph Lauren CorpCL A1,279$28.2 萬<0.1%+283+28.4%加碼歷史
DOCUDocuSign, Inc.Stock3,476$28.3 萬<0.1%+61+1.8%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN15,341$28.5 萬<0.1%00.0%不變歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,479$29.2 萬<0.1%−12−0.8%減碼–
TEAMAtlassian CorpCL A1,383$29.3 萬<0.1%+438+46.3%加碼歷史
PYPLPayPal Holdings, Inc.Stock4,501$29.4 萬<0.1%+275+6.5%加碼歷史
MPCMarathon Petroleum CorpStock2,023$29.5 萬<0.1%+391+24.0%加碼歷史
PMPhilip Morris International Inc.Stock1,864$29.6 萬<0.1%−1,873−50.1%減碼歷史
AMATApplied Materials IncStock2,042$29.6 萬<0.1%−819−28.6%減碼歷史
ASMLASML Holding NVADR448$29.7 萬<0.1%+448新進歷史
BCSBarclays PLCADR19,347$29.7 萬<0.1%+2,073+12.0%加碼歷史
DASHDoorDash, Inc.Stock1,628$29.8 萬<0.1%+1,628新進歷史
HLTHilton Worldwide Holdings Inc.COM1,315$29.9 萬<0.1%−141−9.7%減碼歷史
PKGPackaging Corp of AmericaStock1,527$30.2 萬<0.1%+122+8.7%加碼歷史
WMWaste Management IncStock1,327$30.7 萬<0.1%+30+2.3%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,195$30.9 萬<0.1%−95−7.4%減碼–
DHRDanaher CorpStock1,519$31.1 萬<0.1%+1,519新進歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS22,973$31.3 萬<0.1%+3,127+15.8%加碼歷史
VZVerizon Communications IncStock6,921$31.4 萬<0.1%+268+4.0%加碼歷史
TTETotalEnergies SESPONSORED ADS4,872$31.5 萬<0.1%+4,872新進歷史
SONYSony Group CorpSPONSORED ADR12,416$31.5 萬<0.1%−124−1.0%減碼歷史
GOOGAlphabet Inc.Stock2,025$31.6 萬<0.1%−301−12.9%減碼歷史
HWMHowmet Aerospace Inc.Stock2,464$32.0 萬<0.1%+118+5.0%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF603$32.2 萬<0.1%+3+0.5%加碼歷史
DVNDevon Energy CorpStock8,746$32.7 萬<0.1%+8,746新進歷史
CATCaterpillar IncStock1,003$33.1 萬<0.1%−48−4.6%減碼歷史
ZMZoom Communications, Inc.Stock4,540$33.5 萬<0.1%−37−0.8%減碼歷史
CNCCentene CorpStock5,600$34.0 萬<0.1%+1,809+47.7%加碼歷史
NOCNorthrop Grumman CorpStock665$34.1 萬<0.1%+2+0.3%加碼歷史

2024 年第 4 季之後清倉（42 檔）

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

Sym Financial Corp 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
AMDAdvanced Micro Devices IncStock5,752$69.5 萬0.1%歷史
MEDPMedpace Holdings, Inc.COM964$32.0 萬<0.1%歷史
IQVIQVIA Holdings Inc.Stock1,619$31.8 萬<0.1%歷史
BRBRBellring Brands, Inc.Stock3,909$29.5 萬<0.1%歷史
VRTVertiv Holdings CoCOM CL A2,573$29.2 萬<0.1%歷史
APPFAppfolio IncCOM CL A1,182$29.2 萬<0.1%歷史
SMARSmartsheet IncCOM CL A4,956$27.8 萬<0.1%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,395$27.5 萬<0.1%歷史
RHIRobert Half Inc.COM3,817$26.9 萬<0.1%歷史
VMCVulcan Materials COCOM968$24.9 萬<0.1%歷史
UALUnited Airlines Holdings, Inc.COM2,564$24.9 萬<0.1%歷史
WENWendy's CoStock15,091$24.6 萬<0.1%歷史
EMEEMCOR Group, Inc.Stock505$22.9 萬<0.1%歷史
WABWestinghouse Air Brake Technologies CorpStock1,196$22.7 萬<0.1%歷史
TAPMolson Coors Beverage CoCL B3,806$21.8 萬<0.1%歷史
SAMBoston Beer Co IncCL A724$21.7 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW3,583$21.7 萬<0.1%歷史
INSPInspire Medical Systems, Inc.COM1,142$21.2 萬<0.1%歷史
IVZInvesco Ltd.Stock12,029$21.0 萬<0.1%歷史
CCKCrown Holdings, Inc.COM2,476$20.5 萬<0.1%歷史
BDXBecton Dickinson & CoStock888$20.1 萬<0.1%歷史
ALKAlaska Air Group, Inc.COM3,104$20.1 萬<0.1%歷史
GTLBGitlab Inc.CLASS A COM3,562$20.1 萬<0.1%歷史
PATHUiPath, Inc.Stock13,454$17.1 萬<0.1%歷史
Schwab Fundamental International Equity ETF808524755ETF1,086$3.61 萬<0.1%–
Schwab Strategic Tr8085246985 10YR CORP BD1,380$3.05 萬<0.1%–
Dimensional U.S. Targeted Value ETF25434V609ETF546$3.04 萬<0.1%–
iShares Core S&P 500 ETF464287200ETF51$3.00 萬<0.1%–
Schwab International Equity ETF808524805ETF1,258$2.33 萬<0.1%–
Schwab International Small-Cap Equity ETF808524888ETF492$1.69 萬<0.1%–
Schwab Fundamental International Small Equity ETF808524748ETF252$8,603<0.1%–
iShares Tr46434V282U S EQUITY FACTR38$2,293<0.1%–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY23$2,265<0.1%–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF32$1,837<0.1%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF22$1,396<0.1%–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF12$1,374<0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF19$1,350<0.1%–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT20$1,322<0.1%–
Invesco Exchange Traded FD T46137V225S&P MIDCAP 40011$1,240<0.1%–
iShares Tr464288877EAFE VALUE ETF23$1,207<0.1%–
Vanguard Intermediate-Term Bond ETF921937819ETF4$299<0.1%–
Vanguard Short-Term Bond ETF921937827ETF1$77<0.1%–