跳到主要內容
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
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN1,035$14.7 萬<0.1%−35−3.3%減碼–
Vanguard Morningstar Growth ETF922908736ETF353$15.5 萬<0.1%+233+194.2%加碼–
CNHCNH Industrial N.V.SHS12,165$15.8 萬<0.1%−4,662−27.7%減碼歷史
AMCRAmcor plcORD17,664$16.2 萬<0.1%+17,664新進歷史
iShares Tr464287150CORE S&P TTL STK1,256$17.0 萬<0.1%00.0%不變–
WENWendy's CoStock14,869$17.0 萬<0.1%+14,869新進歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF679$17.2 萬<0.1%00.0%不變–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF2,306$19.4 萬<0.1%00.0%不變–
VLYValley National BancorpCOM22,180$19.8 萬<0.1%−3,922−15.0%減碼歷史
Goldman Sachs ETF Tr381430107ACTIVEBETA INT5,050$20.0 萬<0.1%+5,050新進–
DKNGDraftKings Inc.Stock4,696$20.1 萬<0.1%−2,209−32.0%減碼歷史
BSXBoston Scientific CorpStock1,881$20.2 萬<0.1%+1,881新進歷史
THCTenet Healthcare CorpCOM NEW1,158$20.4 萬<0.1%+1,158新進歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,515$20.4 萬<0.1%−15−1.0%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF869$20.6 萬<0.1%−79−8.3%減碼–
NEENextera Energy IncStock2,967$20.6 萬<0.1%+2,967新進歷史
SBACSba Communications CorpCL A880$20.7 萬<0.1%+880新進歷史
PSXPhillips 66Stock1,739$20.7 萬<0.1%+1,739新進歷史
ETREntergy CorpCOM2,496$20.7 萬<0.1%−26−1.0%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,152$20.9 萬<0.1%+1,150+57,500.0%加碼–
HLTHilton Worldwide Holdings Inc.COM791$21.1 萬<0.1%−524−39.8%減碼歷史
CNCCentene CorpStock3,904$21.2 萬<0.1%−1,696−30.3%減碼歷史
ACNAccenture plcStock711$21.3 萬<0.1%−693−49.4%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock419$21.3 萬<0.1%+419新進歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR13,888$21.3 萬<0.1%+2,711+24.3%加碼歷史
OZKBank OZKCOM4,567$21.5 萬<0.1%+4,567新進歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF4,246$21.5 萬<0.1%+3+0.1%加碼–
IQVIQVIA Holdings Inc.Stock1,368$21.6 萬<0.1%+1,368新進歷史
RTXRTX CorpStock1,479$21.6 萬<0.1%+1,479新進歷史
Vanguard Industrials ETF92204A603ETF781$21.9 萬<0.1%00.0%不變–
iShares Core S&P Mid-Cap ETF464287507ETF3,531$21.9 萬<0.1%+2,977+537.4%加碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,493$22.0 萬<0.1%00.0%不變–
TXTTextron IncCOM2,747$22.1 萬<0.1%+2,747新進歷史
NTRSNorthern Trust CorpCOM1,761$22.3 萬<0.1%+1,761新進歷史
GWREGuidewire Software, Inc.COM952$22.4 萬<0.1%+952新進歷史
TELTE Connectivity plcStock1,331$22.5 萬<0.1%+1,331新進歷史
LNCLincoln National CorpCOM6,492$22.5 萬<0.1%−662−9.3%減碼歷史
WSTWest Pharmaceutical Services IncCOM1,027$22.5 萬<0.1%+50+5.1%加碼歷史
WDCWestern Digital CorpCOM3,513$22.5 萬<0.1%+3,513新進歷史
Dimensional ETF Trust25434V732EMERGING MKTS CO7,587$22.5 萬<0.1%+30.0%加碼–
EXRExtra Space Storage Inc.COM1,530$22.6 萬<0.1%+1,530新進歷史
FTITechnipFMC plcCOM6,553$22.6 萬<0.1%−1,359−17.2%減碼歷史
iShares Tr46434V456MSCI INTL QUALTY5,229$22.6 萬<0.1%00.0%不變–
RELXRELX PLCSPONSORED ADR4,163$22.6 萬<0.1%−294−6.6%減碼歷史
RGLDRoyal Gold IncStock1,280$22.8 萬<0.1%+1,280新進歷史
CHWYChewy, Inc.CL A5,345$22.8 萬<0.1%+5,345新進歷史
MCKMcKesson CorpStock311$22.8 萬<0.1%+311新進歷史
RACEFerrari N.V.COM465$22.8 萬<0.1%+465新進歷史
LECOLincoln Electric Holdings IncCOM1,102$22.8 萬<0.1%+1,102新進歷史
CMCSAComcast CorpStock6,423$22.9 萬<0.1%−398−5.8%減碼歷史
Vanguard Total Bond Market ETF921937835ETF3,128$23.0 萬<0.1%−49−1.5%減碼–
MTZMastec IncCOM1,371$23.4 萬<0.1%+1,371新進歷史
MKTXMarketaxess Holdings IncCOM1,050$23.5 萬<0.1%+1,050新進歷史
PCGPG&E CorpStock17,015$23.7 萬<0.1%+6,477+61.5%加碼歷史
FHIFederated Hermes, Inc.CL B5,364$23.8 萬<0.1%+108+2.1%加碼歷史
MFGMizuho Financial Group IncSPONSORED ADR42,927$23.9 萬<0.1%−910−2.1%減碼歷史
CNXCConcentrix CorpStock4,522$23.9 萬<0.1%+499+12.4%加碼歷史
COPConocoPhillipsStock2,694$24.2 萬<0.1%−3,085−53.4%減碼歷史
Schwab U.S. Large-Cap ETF808524201ETF9,978$24.4 萬<0.1%+1,770+21.6%加碼–
WABWestinghouse Air Brake Technologies CorpStock1,173$24.6 萬<0.1%+1,173新進歷史
EXPEExpedia Group, Inc.Stock1,457$24.6 萬<0.1%+1,457新進歷史
ABNBAirbnb, Inc.Stock1,862$24.6 萬<0.1%−2,113−53.2%減碼歷史
DALDelta Air Lines, Inc.COM NEW5,024$24.7 萬<0.1%+5,024新進歷史
TCBITexas Capital Bancshares IncCOM3,120$24.8 萬<0.1%−513−14.1%減碼歷史
UALUnited Airlines Holdings, Inc.COM3,150$25.1 萬<0.1%+3,150新進歷史
Dimensional ETF Trust25434V781INTL SMALL CAP V7,667$25.2 萬<0.1%−1,593−17.2%減碼–
EMEEMCOR Group, Inc.Stock472$25.2 萬<0.1%+472新進歷史
First Tr Exchng Traded FD VI33740F110CONFLUENCE BDC60,547$25.4 萬<0.1%+60,547新進–
PTYPIMCO Corporate & Income Opportunity FundCOM18,269$25.4 萬<0.1%00.0%不變歷史
ZTSZoetis Inc.Stock1,650$25.7 萬<0.1%+330+25.0%加碼歷史
PANWPalo Alto Networks IncStock1,258$25.7 萬<0.1%−2,789−68.9%減碼歷史
UGIUgi CorpStock7,093$25.8 萬<0.1%+28+0.4%加碼歷史
GRMNGarmin LtdSHS1,244$26.0 萬<0.1%−354−22.2%減碼歷史
PFEPfizer IncStock10,718$26.0 萬<0.1%−3,841−26.4%減碼歷史
NTNXNutanix, Inc.Stock3,405$26.0 萬<0.1%+320+10.4%加碼歷史
DINOHF Sinclair CorpCOM6,354$26.1 萬<0.1%+6,354新進歷史
iShares Inc464286392MSCI WORLD ETF1,546$26.2 萬<0.1%+750+94.2%加碼–
iShares S&P 500 Value ETF464287408ETF1,340$26.2 萬<0.1%00.0%不變–
TEAMAtlassian CorpCL A1,291$26.2 萬<0.1%−92−6.7%減碼歷史
STTState Street CorpCOM2,466$26.2 萬<0.1%−22−0.9%減碼歷史
CCKCrown Holdings, Inc.COM2,550$26.3 萬<0.1%+2,550新進歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,809$26.4 萬<0.1%00.0%不變–
ETSYEtsy IncCOM5,271$26.4 萬<0.1%+885+20.2%加碼歷史
ADPAutomatic Data Processing IncStock858$26.5 萬<0.1%+56+7.0%加碼歷史
ADIAnalog Devices IncStock1,120$26.7 萬<0.1%+1,120新進歷史
Vanguard Index FDS922908652EXTEND MKT ETF1,391$26.8 萬<0.1%00.0%不變–
GSGoldman Sachs Group IncStock382$27.1 萬<0.1%+382新進歷史
LMTLockheed Martin CorpStock585$27.1 萬<0.1%+110+23.2%加碼歷史
EVRGEvergy, Inc.Stock3,944$27.2 萬<0.1%+111+2.9%加碼歷史
MUMicron Technology IncStock2,209$27.2 萬<0.1%+2,209新進歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS19,920$27.3 萬<0.1%−3,053−13.3%減碼歷史
QCOMQualcomm IncStock1,717$27.4 萬<0.1%−79−4.4%減碼歷史
FDXFedEx CorpStock1,203$27.4 萬<0.1%+1,203新進歷史
ECLEcolab Inc.Stock1,030$27.8 萬<0.1%+1,030新進歷史
ETEnergy Transfer LPCOM UT LTD PTN15,341$27.8 萬<0.1%00.0%不變歷史
ARWArrow Electronics, Inc.COM2,184$27.8 萬<0.1%+2,184新進歷史
SANBanco Santander, S.A.ADR33,645$27.9 萬<0.1%+6,624+24.5%加碼歷史
iShares Tr46434V316GLOBAL EQUITY5,811$28.0 萬<0.1%−235−3.9%減碼–
FCXFreeport-McMoran IncStock6,545$28.4 萬<0.1%+182+2.9%加碼歷史
EXELExelixis, Inc.COM6,500$28.6 萬<0.1%−739−10.2%減碼歷史

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%–