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Livermore
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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
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,269$28.7 萬<0.1%+1,269新進歷史
ETNEaton Corp plcStock812$29.0 萬<0.1%−10−1.2%減碼歷史
NOCNorthrop Grumman CorpStock583$29.2 萬<0.1%−82−12.3%減碼歷史
MSCIMSCI Inc.Stock507$29.2 萬<0.1%−414−45.0%減碼歷史
HBANHuntington Bancshares IncCOM17,496$29.3 萬<0.1%+7,327+72.1%加碼歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW1,355$29.5 萬<0.1%+1,355新進歷史
ADSKAutodesk, Inc.COM968$30.0 萬<0.1%+968新進歷史
TRMBTrimble Inc.COM3,952$30.0 萬<0.1%−260−6.2%減碼歷史
SCHWSchwab Charles CorpStock3,302$30.1 萬<0.1%+416+14.4%加碼歷史
VRTVertiv Holdings CoCOM CL A2,348$30.2 萬<0.1%+2,348新進歷史
TWLOTwilio IncCL A2,432$30.2 萬<0.1%+18+0.7%加碼歷史
AXSAxis Capital Holdings LtdSHS2,923$30.3 萬<0.1%+325+12.5%加碼歷史
WMWaste Management IncStock1,332$30.5 萬<0.1%+5+0.4%加碼歷史
KRKroger CoStock4,251$30.5 萬<0.1%+127+3.1%加碼歷史
DDDuPont de Nemours, Inc.COM4,460$30.6 萬<0.1%+1,722+62.9%加碼歷史
CVSCVS Health CorpStock4,444$30.7 萬<0.1%−656−12.9%減碼歷史
HALHalliburton CoStock15,051$30.7 萬<0.1%+5,337+54.9%加碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM944$30.8 萬<0.1%−70−6.9%減碼歷史
AZOAutoZone IncCOM83$30.8 萬<0.1%+22+36.1%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR20,094$31.1 萬<0.1%+1,891+10.4%加碼歷史
TXNTexas Instruments IncStock1,506$31.3 萬<0.1%+3+0.2%加碼歷史
VLOValero Energy CorpStock2,335$31.4 萬<0.1%+711+43.8%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock3,457$31.5 萬<0.1%+1,445+71.8%加碼歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF7,879$31.6 萬<0.1%−1,454−15.6%減碼–
iShares MSCI USA Momentum Factor ETF46432F396ETF1,316$31.6 萬<0.1%+273+26.2%加碼–
VZVerizon Communications IncStock7,331$31.7 萬<0.1%+410+5.9%加碼歷史
LYFTLyft, Inc.CL A COM20,335$32.0 萬<0.1%+20,335新進歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,479$32.1 萬<0.1%00.0%不變–
ASHAshland Inc.COM6,424$32.3 萬<0.1%+6,424新進歷史
SONYSony Group CorpSPONSORED ADR12,412$32.3 萬<0.1%−40.0%減碼歷史
NWGNatWest Group plcSPONS ADR22,912$32.4 萬<0.1%+15+0.1%加碼歷史
MOHMolina Healthcare, Inc.COM1,091$32.5 萬<0.1%+410+60.2%加碼歷史
TMOThermo Fisher Scientific Inc.Stock802$32.5 萬<0.1%−324−28.8%減碼歷史
CICigna GroupStock998$33.0 萬<0.1%+179+21.9%加碼歷史
BCSBarclays PLCADR17,773$33.0 萬<0.1%−1,574−8.1%減碼歷史
NTRANatera, Inc.COM1,959$33.1 萬<0.1%+231+13.4%加碼歷史
COFCapital One Financial CorpStock1,559$33.2 萬<0.1%+1,559新進歷史
SYFSynchrony FinancialCOM4,978$33.2 萬<0.1%+659+15.3%加碼歷史
UPSUnited Parcel Service IncStock3,302$33.3 萬<0.1%+1,102+50.1%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,195$33.4 萬<0.1%00.0%不變–
HSBCHSBC Holdings PLCSPON ADR NEW5,519$33.5 萬<0.1%−497−8.3%減碼歷史
RLRalph Lauren CorpCL A1,228$33.7 萬<0.1%−51−4.0%減碼歷史
MANHManhattan Associates IncStock1,714$33.8 萬<0.1%+1,714新進歷史
MDYSPDR S&P Midcap 400 ETF TrustETF600$34.0 萬<0.1%−3−0.5%減碼歷史
PYPLPayPal Holdings, Inc.Stock4,605$34.2 萬<0.1%+104+2.3%加碼歷史
EPDEnterprise Products Partners L.P.Stock11,054$34.3 萬<0.1%+11,054新進歷史
ULTAUlta Beauty, Inc.Stock751$35.1 萬<0.1%+751新進歷史
TXRHTexas Roadhouse, Inc.COM1,893$35.5 萬<0.1%+331+21.2%加碼歷史
GILDGilead Sciences, Inc.Stock3,217$35.7 萬<0.1%+1,318+69.4%加碼歷史
PSAPublic StorageCOM1,222$35.9 萬<0.1%+1,222新進歷史
AREAlexandria Real Estate Equities, Inc.COM4,947$35.9 萬<0.1%+4,947新進歷史
DVNDevon Energy CorpStock11,437$36.4 萬<0.1%+2,691+30.8%加碼歷史
AIGAmerican International Group, Inc.Stock4,275$36.6 萬<0.1%−599−12.3%減碼歷史
AMDAdvanced Micro Devices IncStock2,591$36.8 萬<0.1%+2,591新進歷史
WINGWingstop Inc.COM1,092$36.8 萬<0.1%+1,092新進歷史
JBHTHunt J B Transport Services IncCOM2,564$36.8 萬<0.1%+2,564新進歷史
APOApollo Global Management, Inc.COM2,641$37.5 萬<0.1%−107−3.9%減碼歷史
ASMLASML Holding NVADR479$38.4 萬<0.1%+31+6.9%加碼歷史
ZMZoom Communications, Inc.Stock4,955$38.6 萬<0.1%+415+9.1%加碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF12,497$38.8 萬<0.1%−77−0.6%減碼–
CFGCitizens Financial Group IncCOM8,679$38.8 萬<0.1%−357−4.0%減碼歷史
CINFCincinnati Financial CorpCOM2,623$39.1 萬<0.1%−67−2.5%減碼歷史
JCIJohnson Controls International plcStock3,713$39.2 萬<0.1%+1,184+46.8%加碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF3,968$39.5 萬<0.1%00.0%不變–
BMYBristol Myers Squibb CoStock8,585$39.7 萬<0.1%−307−3.5%減碼歷史
ZSZscaler, Inc.Stock1,286$40.4 萬<0.1%−46−3.5%減碼歷史
iShares Tr46434V787YLD OPTIM BD18,063$40.8 萬<0.1%−3,693−17.0%減碼–
NVSNovartis AGADR3,397$41.1 萬<0.1%+3,397新進歷史
CATCaterpillar IncStock1,062$41.2 萬<0.1%+59+5.9%加碼歷史
DISWalt Disney CoStock3,374$41.8 萬<0.1%−247−6.8%減碼歷史
STLDSteel Dynamics IncCOM3,289$42.1 萬<0.1%+564+20.7%加碼歷史
WFCWells Fargo & CompanyStock5,272$42.2 萬<0.1%+364+7.4%加碼歷史
ANETArista Networks, Inc.Stock4,170$42.7 萬<0.1%−1,780−29.9%減碼歷史
iShares S&P 500 Growth ETF464287309ETF3,898$42.9 萬<0.1%00.0%不變–
BLKBlackRock, Inc.Stock412$43.2 萬<0.1%+14+3.5%加碼歷史
ILMNIllumina, Inc.COM4,550$43.4 萬<0.1%+4,550新進歷史
AONAon plcCL A1,222$43.6 萬<0.1%+20+1.7%加碼歷史
SAPSAP SEADR1,442$43.9 萬<0.1%+61+4.4%加碼歷史
TRVTravelers Companies, Inc.Stock1,641$43.9 萬<0.1%+56+3.5%加碼歷史
PMPhilip Morris International Inc.Stock2,433$44.3 萬<0.1%+569+30.5%加碼歷史
iShares Core S&P US Value ETF464287663ETF4,690$44.4 萬<0.1%00.0%不變–
TOLToll Brothers, Inc.COM3,896$44.5 萬<0.1%+3,896新進歷史
INCYIncyte CorpCOM6,565$44.7 萬0.1%−397−5.7%減碼歷史
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT14,002$44.8 萬0.1%+5,901+72.8%加碼–
EIXEdison InternationalStock8,895$45.9 萬0.1%+2,943+49.4%加碼歷史
FIXComfort Systems USA IncCOM858$46.0 萬0.1%+197+29.8%加碼歷史
BACBank of America CorpStock9,739$46.1 萬0.1%−6,417−39.7%減碼歷史
KMXCarMax IncCOM6,950$46.7 萬0.1%+4,367+169.1%加碼歷史
ProShares Tr74347X864ULTRPRO S&P5005,136$47.0 萬0.1%+5,136新進–
PLTRPalantir Technologies Inc.Stock3,459$47.2 萬0.1%+638+22.6%加碼歷史
HWMHowmet Aerospace Inc.Stock2,535$47.2 萬0.1%+71+2.9%加碼歷史
PGRProgressive CorpStock1,783$47.6 萬0.1%+78+4.6%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF15,869$47.8 萬0.1%−730−4.4%減碼–
American Centy ETF Tr025072232AVANTIS ALL EQT6,233$48.3 萬0.1%+6,233新進–
iShares MSCI USA Quality Factor ETF46432F339ETF2,672$48.8 萬0.1%00.0%不變–
GLDSPDR Gold TrustETF1,625$49.5 萬0.1%−100−5.8%減碼歷史
TYLTyler Technologies IncCOM838$49.7 萬0.1%+40+5.0%加碼歷史
Invesco QQQ Trust Series I46090E103ETF919$50.7 萬0.1%−24−2.5%減碼–
CMICummins IncStock1,568$51.4 萬0.1%−73−4.4%減碼歷史
INTCIntel CorpStock23,033$51.6 萬0.1%+12,870+126.6%加碼歷史

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%–