Symphony Financial Services, Inc. 13F 持仓 · 2026年Q2
Symphony Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 105 只证券，申报市值合计 2.23 亿美元。前几大持仓：BUFR（10.07%）、PYLD（8.55%）、USMC（8.32%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TRUST | $22.4M | 10.07% | 613,484 | 增持 |
| 2 | PYLD | PIMCO ENHANCED | $19.0M | 8.55% | 717,840 | 减持 |
| 3 | USMC | PRINCIPAL US | $18.5M | 8.32% | 249,857 | 增持 |
| 4 | PAVE | GLOBAL X | $12.8M | 5.77% | 217,871 | 增持 |
| 5 | AIRR | FIRST TRUST | $12.3M | 5.55% | 92,672 | 增持 |
| 6 | KNG | FIRST TRUST | $10.5M | 4.72% | 207,896 | 增持 |
| 7 | AAPL | APPLE INC | $8.1M | 3.62% | 27,881 | 减持 |
| 8 | JMBS | JANUS HENDERSON | $7.6M | 3.40% | 168,168 | 增持 |
| 9 | IWY | ISHARES RUSSELL | $6.7M | 3.01% | 23,021 | 增持 |
| 10 | JSMD | JANUS DETROIT | $6.5M | 2.94% | 64,552 | 增持 |
| 11 | NVDA | NVIDIA CORP | $5.7M | 2.57% | 28,589 | 减持 |
| 12 | XMMO | INVESCO S&P | $5.6M | 2.53% | 33,126 | 增持 |
| 13 | ITOT | ISHARES CORE | $4.8M | 2.16% | 29,291 | 减持 |
| 14 | VGT | VANGUARD INFORMATION | $4.3M | 1.92% | 35,680 | 增持 |
| 15 | COWZ | PACER US | $4.1M | 1.84% | 65,722 | 增持 |
| 16 | BUFD | FIRST TRUST | $4.1M | 1.83% | 136,837 | 增持 |
| 17 | JTEK | JPMORGAN U S | $3.8M | 1.70% | 33,892 | 增持 |
| 18 | V | VISA INC | $3.6M | 1.61% | 10,435 | 减持 |
| 19 | QQQ | INVESCO QQQ | $3.5M | 1.55% | 4,690 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $3.3M | 1.50% | 8,923 | 增持 |
| 21 | JAAA | JANUS HENDERSON | $3.1M | 1.40% | 61,653 | 增持 |
| 22 | AMZN | AMAZON COM | $2.9M | 1.30% | 12,144 | 减持 |
| 23 | DGRW | WISDOMTREE US | $2.8M | 1.25% | 29,209 | 增持 |
| 24 | IWF | ISHARES RUSSELL | $2.5M | 1.14% | 20,451 | 增持 |
| 25 | JPM | JPMORGAN CHASE | $2.2M | 1.00% | 6,769 | 减持 |
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