Sym Financial Corp
- SEC CIK
- 0000764739
- 最新申報
- 2026/8/4
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 414
- 較 2025 年第 3 季 +8
- 總值
- $9.73 億
- 較 2025 年第 3 季 +$3,863 萬 (+4.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 6,608,532 | $2.52 億 | 25.9% | −87,889−1.3% | 減碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 2,436,094 | $1.07 億 | 11.0% | +5,640+0.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 559,120 | $9,917 萬 | 10.2% | +11,612+2.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 255,624 | $8,570 萬 | 8.8% | +2,983+1.2% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,553,791 | $8,183 萬 | 8.4% | +64,653+1.9% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,192,229 | $3,127 萬 | 3.2% | +167,189+16.3% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 207,396 | $1,565 萬 | 1.6% | −21,246−9.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 49,583 | $1,348 萬 | 1.4% | +382+0.8% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 548,549 | $1,283 萬 | 1.3% | −1,638−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 63,771 | $1,189 萬 | 1.2% | +1,375+2.2% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 120,440 | $1,177 萬 | 1.2% | −4,731−3.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 108,241 | $968.3 萬 | 1.0% | −2,651−2.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 19,996 | $967.0 萬 | 1.0% | −705−3.4% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 62,733 | $884.9 萬 | 0.9% | +1,325+2.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 6,551 | $704.0 萬 | 0.7% | +165+2.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,569 | $590.2 萬 | 0.6% | +1,151+4.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 90,166 | $563.3 萬 | 0.6% | −8,859−8.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 17,943 | $561.6 萬 | 0.6% | +1,583+9.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 118,369 | $554.0 萬 | 0.6% | +5,386+4.8% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 45,207 | $536.8 萬 | 0.6% | +2,834+6.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 13,951 | $482.8 萬 | 0.5% | +47+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 101,889 | $452.5 萬 | 0.5% | +32,736+47.3% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 153,907 | $386.0 萬 | 0.4% | +1,215+0.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,120 | $358.3 萬 | 0.4% | +150+1.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,375 | $354.8 萬 | 0.4% | +118+2.2% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X418 | ST STR MSCI WLD | 23,581 | $337.8 萬 | 0.3% | −29−0.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 26,362 | $293.7 萬 | 0.3% | +828+3.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 28,573 | $285.4 萬 | 0.3% | +1,258+4.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,389 | $231.1 萬 | 0.2% | +168+5.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,963 | $226.2 萬 | 0.2% | −134−3.3% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 15,008 | $223.6 萬 | 0.2% | +415+2.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 43,731 | $213.0 萬 | 0.2% | +1,861+4.4% | 加碼 | – |
| GEGeneral Electric Co | Stock | 6,711 | $206.7 萬 | 0.2% | +199+3.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,590 | $206.4 萬 | 0.2% | +498+12.2% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 12,749 | $180.4 萬 | 0.2% | −213−1.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 8,611 | $178.2 萬 | 0.2% | −307−3.4% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 17,136 | $171.9 萬 | 0.2% | +1,071+6.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,271 | $164.4 萬 | 0.2% | +294+9.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,751 | $151.1 萬 | 0.2% | +839+12.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,775 | $149.6 萬 | 0.2% | +150+4.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,193 | $147.8 萬 | 0.2% | +8,709+83.1% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 30,245 | $141.6 萬 | 0.1% | +8,974+42.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,497 | $141.1 萬 | 0.1% | +299+7.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,416 | $137.4 萬 | 0.1% | +983+9.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,580 | $132.2 萬 | 0.1% | −4−0.1% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 9,411 | $127.2 萬 | 0.1% | +145+1.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 43,178 | $118.4 萬 | 0.1% | −2,695−5.9% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 7,996 | $114.8 萬 | 0.1% | +415+5.5% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,510 | $113.8 萬 | 0.1% | −306−16.9% | 減碼 | – |
| TRGPTarga Resources Corp. | COM | 6,115 | $112.8 萬 | 0.1% | −71−1.1% | 減碼 | 歷史 |
| LKFNLakeland Financial Corp | COM | 19,312 | $110.2 萬 | 0.1% | −502−2.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,662 | $108.6 萬 | 0.1% | +17+1.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 201 | $107.6 萬 | 0.1% | +3+1.5% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,762 | $107.4 萬 | 0.1% | +260+7.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,002 | $105.3 萬 | 0.1% | −465−13.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 3,199 | $99.8 萬 | 0.1% | +1,003+45.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,194 | $94.9 萬 | 0.1% | +1,654+36.4% | 加碼依 5 比 1 拆股換算 | 歷史 |
| SNOWSnowflake Inc. | Stock | 4,276 | $93.8 萬 | 0.1% | +952+28.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,049 | $90.5 萬 | 0.1% | −287−21.5% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 968 | $90.3 萬 | 0.1% | +102+11.8% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 3,942 | $89.9 萬 | 0.1% | −80−2.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,694 | $88.9 萬 | 0.1% | −203−7.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,297 | $87.3 萬 | 0.1% | −622−7.0% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 10,736 | $87.3 萬 | 0.1% | +212+2.0% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 5,003 | $85.6 萬 | 0.1% | −2,158−30.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,745 | $85.6 萬 | 0.1% | −660−15.0% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,615 | $82.4 萬 | 0.1% | +36+2.3% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 19,759 | $81.3 萬 | 0.1% | +10,917+123.5% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 5,823 | $79.2 萬 | 0.1% | −209−3.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,656 | $78.7 萬 | 0.1% | +39+1.5% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 4,840 | $78.5 萬 | 0.1% | +4,840 | 新進 | 歷史 |
| PCGPG&E Corp | Stock | 48,251 | $77.5 萬 | 0.1% | +25,921+116.1% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 6,031 | $77.1 萬 | 0.1% | −478−7.3% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 610 | $74.1 萬 | 0.1% | +8+1.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,128 | $73.4 萬 | 0.1% | +577+16.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,163 | $72.9 萬 | 0.1% | +259+28.7% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,377 | $72.3 萬 | 0.1% | +496+17.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 22,124 | $72.2 萬 | 0.1% | −432−1.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,067 | $71.1 萬 | 0.1% | −308−13.0% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 19,132 | $70.6 萬 | 0.1% | −1,356−6.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,697 | $69.3 萬 | 0.1% | +53+2.0% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 3,550 | $69.0 萬 | 0.1% | +866+32.3% | 加碼 | 歷史 |
| EIXEdison International | Stock | 11,462 | $68.8 萬 | 0.1% | +5,382+88.5% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,032 | $68.4 萬 | 0.1% | −234−18.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 5,809 | $67.8 萬 | 0.1% | +66+1.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,913 | $67.0 萬 | 0.1% | +63+3.4% | 加碼 | 歷史 |
| RPMRPM International Inc | COM | 6,419 | $66.8 萬 | 0.1% | −1,466−18.6% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,196 | $66.7 萬 | 0.1% | −205−6.0% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 8,876 | $65.6 萬 | 0.1% | −267−2.9% | 減碼 | 歷史 |
| WDCWestern Digital Corp | COM | 3,799 | $65.4 萬 | 0.1% | +242+6.8% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 12,129 | $65.4 萬 | 0.1% | +4,591+60.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 4,965 | $65.1 萬 | 0.1% | +265+5.6% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 2,883 | $64.4 萬 | 0.1% | −195−6.3% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 16,314 | $63.9 萬 | 0.1% | −1,389−7.8% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 4,852 | $63.6 萬 | 0.1% | +254+5.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,675 | $62.6 萬 | 0.1% | +35+0.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| FDXFedEx Corp | Stock | 2,143 | $61.9 萬 | 0.1% | +228+11.9% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 7,627 | $61.8 萬 | 0.1% | +93+1.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,802 | $61.6 萬 | 0.1% | −696−19.9% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 15,448 | $61.2 萬 | 0.1% | −11−0.1% | 減碼 | – |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2025 年第 3 季之後清倉（44 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 1,080 | $72.3 萬 | 0.1% | – |
| MOHMolina Healthcare, Inc. | COM | 1,904 | $36.4 萬 | <0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 11,375 | $35.6 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 4,452 | $34.7 萬 | <0.1% | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 4,159 | $34.7 萬 | <0.1% | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 1,893 | $30.9 萬 | <0.1% | 歷史 |
| OZKBank OZK | COM | 5,880 | $30.0 萬 | <0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,202 | $28.9 萬 | <0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,499 | $27.5 萬 | <0.1% | 歷史 |
| ARWArrow Electronics, Inc. | COM | 2,181 | $26.4 萬 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 1,695 | $23.7 萬 | <0.1% | 歷史 |
| NTNXNutanix, Inc. | Stock | 3,156 | $23.5 萬 | <0.1% | 歷史 |
| ASHAshland Inc. | COM | 4,858 | $23.3 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,349 | $23.1 萬 | <0.1% | 歷史 |
| WINGWingstop Inc. | COM | 891 | $22.4 萬 | <0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 390 | $22.1 萬 | <0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 936 | $21.5 萬 | <0.1% | 歷史 |
| APPAppLovin Corp | COM CL A | 297 | $21.3 萬 | <0.1% | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 6,220 | $21.3 萬 | <0.1% | – |
| DELLDell Technologies Inc. | Stock | 1,496 | $21.2 萬 | <0.1% | 歷史 |
| AEEAmeren Corp | COM | 1,996 | $20.8 萬 | <0.1% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 1,561 | $20.8 萬 | <0.1% | 歷史 |
| JJacobs Solutions Inc. | COM | 1,367 | $20.5 萬 | <0.1% | 歷史 |
| POOLPool Corp | COM | 653 | $20.2 萬 | <0.1% | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 7,126 | $20.1 萬 | <0.1% | 歷史 |
| ALLEAllegion plc | ORD SHS | 1,134 | $20.1 萬 | <0.1% | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 11,051 | $12.1 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 2,000 | $11.4 萬 | <0.1% | – |
| AMCRAmcor plc | ORD | 13,253 | $10.8 萬 | <0.1% | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 11,388 | $9.10 萬 | <0.1% | 歷史 |
| FINVFinVolution Group | SPONSORED ADS | 11,798 | $8.70 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 553 | $7.74 萬 | <0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 371 | $3.01 萬 | <0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 789 | $2.49 萬 | <0.1% | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 247 | $2.19 萬 | <0.1% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 127 | $1.83 萬 | <0.1% | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 173 | $1.40 萬 | <0.1% | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 110 | $1.22 萬 | <0.1% | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 318 | $8,220 | <0.1% | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 69 | $6,507 | <0.1% | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 130 | $2,990 | <0.1% | – |
| iShares Tr464288521 | CRE U S REIT ETF | 45 | $2,642 | <0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 15 | $1,708 | <0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 5 | $496 | <0.1% | – |