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Livermore
Livermore
中文EN

Sym Financial Corp

SEC CIK
0000764739
最新申報
2026/8/4

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/8/1 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
420
較 2025 年第 1 季 +68
總值
$8.93 億
較 2025 年第 1 季 +$8,181 萬 (+10.1%)
申報日
2025/8/1
SEC
Sym Financial Corp 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Intl Equity Index F922042676GLB EX US ETF5$230<0.1%+5新進–
iShares Russell Midcap ETF464287499ETF5$472<0.1%00.0%不變–
Vanguard Real Estate ETF922908553ETF5$477<0.1%−2−28.6%減碼–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM4$520<0.1%+4新進–
iShares Tr464288588MBS ETF9$845<0.1%+9新進–
iShares Tr464287762US HLTHCARE ETF25$1,412<0.1%+25新進–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF52$2,295<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF50$2,482<0.1%+50新進–
iShares Tr464288414NATIONAL MUN ETF25$2,612<0.1%+25新進–
Fidelity MSCI Utilities Index ETF316092865ETF61$3,209<0.1%+61新進–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF86$3,562<0.1%00.0%不變–
iShares Tr46434V803HDG MSCI EAFE101$3,824<0.1%+101新進–
Dimensional ETF Trust25434V716US SUSTAINABILTY120$4,710<0.1%00.0%不變–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF45$4,932<0.1%−11,291−99.6%減碼–
Vanguard Intermediate-Term Bond ETF921937819ETF86$6,670<0.1%+86新進–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF85$6,882<0.1%00.0%不變–
iShares Tr464288521CRE U S REIT ETF138$7,805<0.1%−230−62.5%減碼–
PIMCO ETF Tr72201R718ENHNCD LW DUR AC82$7,858<0.1%00.0%不變–
Schwab U.S. REIT ETF808524847ETF435$9,205<0.1%+435新進–
State Street Utilities Select Sector SPDR ETF81369Y886ETF138$1.13 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM200$1.14 萬<0.1%00.0%不變–
Schwab US Tips ETF808524870ETF435$1.16 萬<0.1%+404+1,303.2%加碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF134$1.18 萬<0.1%00.0%不變–
Vanguard Ftse Emerging Markets ETF922042858ETF239$1.18 萬<0.1%00.0%不變–
Vanguard Morningstar Value ETF922908744ETF67$1.18 萬<0.1%00.0%不變–
Vanguard Health Care ETF92204A504ETF54$1.33 萬<0.1%+1+1.9%加碼–
Dimensional ETF Trust25434V674GLOBAL SUSTAINA299$1.57 萬<0.1%00.0%不變–
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH138$1.58 萬<0.1%+138新進–
iShares Tr464287556ISHARES BIOTECH127$1.61 萬<0.1%00.0%不變–
Dimensional U.S. Small Cap ETF25434V500ETF254$1.62 萬<0.1%00.0%不變–
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL178$1.70 萬<0.1%+178新進–
Schwab International Small-Cap Equity ETF808524888ETF415$1.77 萬<0.1%+415新進–
iShares Tr464288208MRGSTR MD CP ETF228$1.82 萬<0.1%+228新進–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF200$1.82 萬<0.1%+200新進–
Fidelity MSCI Information Technology Index ETF316092808ETF100$1.97 萬<0.1%+100新進–
iShares Semiconductor ETF464287523ETF83$1.99 萬<0.1%00.0%不變–
Fidelity Covington Trust316092303CONSMR STAPLES395$2.02 萬<0.1%+395新進–
Schwab Fundamental International Small Equity ETF808524748ETF499$2.10 萬<0.1%+499新進–
iShares Tr464287325GLOB HLTHCRE ETF247$2.13 萬<0.1%00.0%不變–
iShares Tr46434V647GLOBAL REIT ETF948$2.34 萬<0.1%−465−32.9%減碼–
WisdomTree Tr97717Y790US EFFIC CORE FD470$2.35 萬<0.1%−124−20.9%減碼–
iShares Tr464287341GLOBAL ENERG ETF627$2.46 萬<0.1%00.0%不變–
iShares Tr464288695GLOBAL MATER ETF296$2.53 萬<0.1%+4+1.4%加碼–
Schwab U.S. Small-Cap ETF808524607ETF1,098$2.78 萬<0.1%+1,098新進–
Fidelity Covington Trust316092709MSCI INDL INDX365$2.83 萬<0.1%+365新進–
iShares MSCI Eafe ETF464287465ETF334$2.99 萬<0.1%−75−18.3%減碼–
Fidelity MSCI Health Care Index ETF316092600ETF468$2.99 萬<0.1%+468新進–
iShares Tr464288513IBOXX HI YD ETF371$2.99 萬<0.1%00.0%不變–
Invesco S&P 500 Quality ETF46137V241ETF442$3.15 萬<0.1%00.0%不變–
Schwab International Equity ETF808524805ETF1,593$3.52 萬<0.1%+1,593新進–
Schwab Strategic Tr808524615MORTGAGE BACKED1,384$3.52 萬<0.1%+1,384新進–
Schwab Fundamental U.S. Small Company ETF808524763ETF1,268$3.63 萬<0.1%+1,268新進–
iShares Tr46429B655FLTG RATE NT ETF725$3.70 萬<0.1%+725新進–
Dimensional ETF Trust25434V724US MKTWIDE VALUE894$3.78 萬<0.1%00.0%不變–
Schwab Strategic Tr8085246985 10YR CORP BD1,862$4.24 萬<0.1%+1,862新進–
Schwab Fundamental International Equity ETF808524755ETF1,153$4.61 萬<0.1%+1,153新進–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF508$4.68 萬<0.1%+1+0.2%加碼–
iShares Tr464288760US AER DEF ETF250$4.72 萬<0.1%00.0%不變–
Fidelity Covington Trust316092204MSCI CONSM DIS524$4.93 萬<0.1%+524新進–
Dimensional ETF Trust25434V807INTERNATNAL VAL1,168$5.00 萬<0.1%+552+89.6%加碼–
Fidelity MSCI Financials Index ETF316092501ETF700$5.18 萬<0.1%+700新進–
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ843$5.41 萬<0.1%00.0%不變–
American Centy ETF Tr025072877US SML CP VALU625$5.69 萬<0.1%+625新進–
iShares Russell 2000 ETF464287655ETF266$5.74 萬<0.1%−100−27.3%減碼–
LYGLloyds Banking Group plcSPONSORED ADR13,555$5.76 萬<0.1%+3,139+30.1%加碼歷史
NOKNokia CorpSPONSORED ADR11,508$5.96 萬<0.1%+900+8.5%加碼歷史
iShares Tr464287622RUS 1000 ETF178$6.03 萬<0.1%00.0%不變–
State Street Financial Select Sector SPDR ETF81369Y605ETF1,183$6.20 萬<0.1%00.0%不變–
GABGabelli Equity Trust IncCOM11,476$6.68 萬<0.1%+291+2.6%加碼歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL716$6.71 萬<0.1%+716新進–
iShares Russell 2000 Growth ETF464287648ETF246$7.03 萬<0.1%00.0%不變–
WITWipro LtdSPON ADR 1 SH23,850$7.20 萬<0.1%+2,768+13.1%加碼歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF2,290$7.56 萬<0.1%+1,224+114.8%加碼–
iShares Tr464287721U.S. TECH ETF453$7.86 萬<0.1%00.0%不變–
iShares Tr46434V266INTERNATIONAL SL2,111$8.18 萬<0.1%+183+9.5%加碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF1,247$8.36 萬<0.1%00.0%不變–
iShares Tr46434V290US SML CAP EQT1,231$8.36 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT1,539$8.68 萬<0.1%−805−34.3%減碼–
NMRNomura Holdings IncSPONSORED ADR14,039$9.24 萬<0.1%−2,202−13.6%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF676$9.38 萬<0.1%00.0%不變–
iShares Tr464287812US CONSM STAPLES1,335$9.41 萬<0.1%+8+0.6%加碼–
ERICEricsson LM Telephone CoADR B SEK 1011,179$9.48 萬<0.1%+11,179新進歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF500$9.75 萬<0.1%00.0%不變–
iShares Russell 1000 Growth ETF464287614ETF237$10.1 萬<0.1%00.0%不變–
iShares Russell 1000 Value ETF464287598ETF527$10.2 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT2,000$10.4 萬<0.1%00.0%不變–
SNAPSnap IncStock12,568$10.9 萬<0.1%−3,495−21.8%減碼歷史
iShares Inc46434G764MSCI EMRG CHN1,747$11.0 萬<0.1%00.0%不變–
Vanguard Financials ETF92204A405ETF899$11.4 萬<0.1%00.0%不變–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF1,082$11.7 萬<0.1%00.0%不變–
FFord Motor CoStock10,965$11.9 萬<0.1%+10,965新進歷史
FINVFinVolution GroupSPONSORED ADS12,567$11.9 萬<0.1%−467−3.6%減碼歷史
DNPDNP Select Income Fund IncCOM12,232$12.0 萬<0.1%+245+2.0%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF4,316$12.1 萬<0.1%+17+0.4%加碼–
iShares Core S&P Small Cap ETF464287804ETF1,133$12.4 萬<0.1%+549+94.0%加碼–
Schwab Fundamental U.S. Large Company ETF808524771ETF5,562$13.6 萬<0.1%+2,673+92.5%加碼–
HUNHuntsman CORPCOM13,348$13.9 萬<0.1%−3,682−21.6%減碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1,280$14.1 萬<0.1%−2,448−65.7%減碼–
ProShares Tr74347X831ULTRAPRO QQQ1,732$14.4 萬<0.1%+1,732新進–
GTMZoomInfo Technologies Inc.Stock14,235$14.4 萬<0.1%+14,235新進歷史

2025 年第 1 季之後清倉（32 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

Sym Financial Corp 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD7,668$60.5 萬0.1%–
DEDeere & CoStock781$36.7 萬<0.1%歷史
TTETotalEnergies SESPONSORED ADS4,872$31.5 萬<0.1%歷史
DHRDanaher CorpStock1,519$31.1 萬<0.1%歷史
PKGPackaging Corp of AmericaStock1,527$30.2 萬<0.1%歷史
MPCMarathon Petroleum CorpStock2,023$29.5 萬<0.1%歷史
DOCUDocuSign, Inc.Stock3,476$28.3 萬<0.1%歷史
HUMHumana IncStock1,038$27.5 萬<0.1%歷史
FGBFirst Trust Specialty Finance & Financial Opportunities FundCOM BEN INTR59,171$25.4 萬<0.1%歷史
GPNGlobal Payments IncStock2,580$25.3 萬<0.1%歷史
MRVLMarvell Technology, Inc.COM4,069$25.1 萬<0.1%歷史
CRHCRH Public Ltd CoORD2,803$24.7 萬<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM3,466$24.5 萬<0.1%歷史
SNYSanofiSPONSORED ADR4,372$24.2 萬<0.1%歷史
APTVAptiv PLCStock3,967$23.6 萬<0.1%歷史
QDELQuidelOrtho CorpCOM6,719$23.5 萬<0.1%歷史
BKRBaker Hughes CoCL A5,342$23.5 萬<0.1%歷史
FMCFMC CorpCOM NEW5,417$22.9 萬<0.1%歷史
ELVElevance Health, Inc.Stock493$21.4 萬<0.1%歷史
UNPUnion Pacific CorpStock885$20.9 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD3,825$20.5 萬<0.1%歷史
EOGEOG Resources IncStock1,575$20.2 萬<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/999910,082$19.7 萬<0.1%歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS1,720$10.2 萬<0.1%–
iShares Tr46428743220 YR TR BD ETF800$7.28 萬<0.1%–
UWMCUWM Holdings CorpCOM CL A11,640$6.36 萬<0.1%歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 501,100$5.06 萬<0.1%–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL404$3.33 萬<0.1%–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX98$7,904<0.1%–
iShares Tr464287234MSCI EMG MKT ETF41$1,792<0.1%–
Vanguard Scottsdale FDS92206C565TOTAL WLD BD ETF12$826<0.1%–
iShares Tr464287184CHINA LG-CAP ETF14$502<0.1%–