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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 16,656 | $459.1 萬 | 0.5% | +164+1.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 110,687 | $468.9 萬 | 0.5% | +2,476+2.3% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 39,810 | $472.0 萬 | 0.5% | +717+1.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 6,156 | $479.9 萬 | 0.5% | +214+3.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,402 | $546.4 萬 | 0.6% | +9+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,775 | $675.2 萬 | 0.8% | −2,073−6.3% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 60,216 | $773.9 萬 | 0.9% | +1,027+1.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 110,892 | $925.7 萬 | 1.0% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 53,728 | $1,102 萬 | 1.2% | +3,427+6.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 22,936 | $1,141 萬 | 1.3% | +1,751+8.3% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 136,238 | $1,166 萬 | 1.3% | +709+0.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 84,949 | $1,342 萬 | 1.5% | +3,757+4.6% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 548,893 | $1,453 萬 | 1.6% | +30,085+5.8% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 244,295 | $1,688 萬 | 1.9% | +40,290+19.7% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,021,775 | $2,435 萬 | 2.7% | +19,221+1.9% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,285,678 | $7,550 萬 | 8.5% | +24,428+0.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 258,733 | $7,864 萬 | 8.8% | +3,785+1.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 528,419 | $8,690 萬 | 9.7% | +8,640+1.7% | 加碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 2,388,724 | $9,791 萬 | 11.0% | +6,566+0.3% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 6,614,559 | $2.29 億 | 25.6% | −56,639−0.8% | 減碼 | – |
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。
| 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 FDS92206C409 | SHRT TRM CORP BD | 7,668 | $60.5 萬 | 0.1% | – |
| DEDeere & Co | Stock | 781 | $36.7 萬 | <0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,872 | $31.5 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 1,519 | $31.1 萬 | <0.1% | 歷史 |
| PKGPackaging Corp of America | Stock | 1,527 | $30.2 萬 | <0.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,023 | $29.5 萬 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3,476 | $28.3 萬 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 1,038 | $27.5 萬 | <0.1% | 歷史 |
| FGBFirst Trust Specialty Finance & Financial Opportunities Fund | COM BEN INTR | 59,171 | $25.4 萬 | <0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 2,580 | $25.3 萬 | <0.1% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 4,069 | $25.1 萬 | <0.1% | 歷史 |
| CRHCRH Public Ltd Co | ORD | 2,803 | $24.7 萬 | <0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 3,466 | $24.5 萬 | <0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 4,372 | $24.2 萬 | <0.1% | 歷史 |
| APTVAptiv PLC | Stock | 3,967 | $23.6 萬 | <0.1% | 歷史 |
| QDELQuidelOrtho Corp | COM | 6,719 | $23.5 萬 | <0.1% | 歷史 |
| BKRBaker Hughes Co | CL A | 5,342 | $23.5 萬 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 5,417 | $22.9 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 493 | $21.4 萬 | <0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 885 | $20.9 萬 | <0.1% | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 3,825 | $20.5 萬 | <0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 1,575 | $20.2 萬 | <0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 10,082 | $19.7 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,720 | $10.2 萬 | <0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 800 | $7.28 萬 | <0.1% | – |
| UWMCUWM Holdings Corp | COM CL A | 11,640 | $6.36 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 1,100 | $5.06 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 404 | $3.33 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 98 | $7,904 | <0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 41 | $1,792 | <0.1% | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 12 | $826 | <0.1% | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 14 | $502 | <0.1% | – |