SYM FINANCIAL Corp 13F 持仓 · 2026年Q2
SYM FINANCIAL 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 530 只证券，申报市值合计 12.44 亿美元。前几大持仓：DFAI（22.31%）、DFAU（12.62%）、NTSI（9.23%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $277.6M | 22.31% | 6.7M | 增持 |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $157.0M | 12.62% | 3.0M | 增持 |
| 3 | NTSI | WISDOMTREE TR | $114.8M | 9.23% | 2.5M | 增持 |
| 4 | VOE | VANGUARD INDEX FDS | $112.4M | 9.04% | 569,031 | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $99.7M | 8.02% | 269,521 | 减持 |
| 6 | GOVT | ISHARES TR | $87.6M | 7.04% | 3.8M | 增持 |
| 7 | SCHB | SCHWAB STRATEGIC TR | $34.4M | 2.76% | 1.2M | 减持 |
| 8 | DOW | DOW HLDGS INC | $15.2M | 1.22% | 554,157 | 增持 |
| 9 | AAPL | APPLE INC | $13.8M | 1.11% | 47,836 | 减持 |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | $13.4M | 1.08% | 114,517 | 减持 |
| 11 | VXUS | VANGUARD STAR FDS | $11.7M | 0.94% | 136,634 | 减持 |
| 12 | NVDA | NVIDIA CORPORATION | $11.3M | 0.91% | 56,493 | 减持 |
| 13 | IEFA | ISHARES TR | $10.5M | 0.84% | 108,747 | 增持 |
| 14 | VT | VANGUARD INTL EQUITY INDEX F | $10.1M | 0.81% | 64,497 | 减持 |
| 15 | LLY | ELI LILLY & CO | $8.9M | 0.71% | 7,406 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $6.8M | 0.55% | 18,239 | 减持 |
| 17 | SPDW | SPDR INDEX SHS FDS | $6.3M | 0.51% | 125,776 | 增持 |
| 18 | ACWV | ISHARES INC | $5.9M | 0.47% | 48,961 | 增持 |
| 19 | AMZN | AMAZON COM INC | $5.8M | 0.46% | 24,244 | 减持 |
| 20 | GOOGL | ALPHABET INC | $5.5M | 0.45% | 15,524 | 减持 |
| 21 | AVGO | BROADCOM INC | $4.6M | 0.37% | 12,051 | 减持 |
| 22 | MU | MICRON TECHNOLOGY INC | $4.5M | 0.36% | 3,931 | 减持 |
| 23 | SCHR | SCHWAB STRATEGIC TR | $4.4M | 0.35% | 176,450 | 增持 |
| 24 | SPMO | INVESCO EXCH TRADED FD TR II | $4.1M | 0.33% | 25,602 | 新建仓 |
| 25 | JPM | JPMORGAN CHASE & CO | $3.9M | 0.31% | 11,784 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR