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Symphony Financial Services, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Symphony Financial Services, Inc.

No.6770 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.23亿
环比变动 Q1 2026
+$2,782.7万+14.3%
持仓股票数
105
新买入
11
加仓
45
减仓
38
清仓
5
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
FIRST INTST BANCSYSTEMFIBK
10.07%8.52%$2,241.1万61.3万股$1,660.0万49.2万股+12.2万股+24.80%加仓
PPIMCO太平洋投资管理ETFPYLD
8.55%10.59%$1,903.7万71.8万股$2,063.1万78.7万股-7.0万股-8.84%减仓
PPRINCIPAL U.S. MEGA-CAP ETFUSMC
8.32%8.01%$1,852.1万25.0万股$1,560.3万24.3万股+7,238股+2.98%加仓
GGlobal X基金PAVE
5.77%5.44%$1,283.7万21.8万股$1,060.2万20.9万股+9,213股+4.42%加仓
F第一信托交易所交易基金FYC
5.55%5.18%$1,234.9万9.3万股$1,008.8万9.1万股+1,611股+1.77%加仓
FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG
4.72%4.9%$1,049.9万20.8万股$954.9万19.6万股+1.2万股+6.05%加仓
苹果AAPL
3.62%3.66%$806.8万2.8万股$713.1万2.8万股-218股-0.78%减仓
J骏利Detroit策略信托JMBS
3.4%3.9%$756.6万16.8万股$759.3万16.8万股+103股+0.06%加仓
IiShares安硕信托IWY
3.01%2.78%$669.0万2.3万股$541.7万2.2万股+1,250股+5.74%加仓
J骏利Detroit策略信托JSMD
2.94%2.23%$653.5万6.5万股$434.2万5.5万股+9,830股+17.96%加仓
英伟达NVDA
2.57%2.6%$572.0万2.9万股$505.9万2.9万股-419股-1.44%减仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
2.53%2.45%$563.6万3.3万股$476.8万3.3万股+249股+0.76%加仓
IiShares安硕信托ITOT
2.16%2.15%$481.2万2.9万股$419.2万2.9万股-143股-0.49%减仓
V先锋领航全球基金VGT
1.92%1.5%$426.4万3.6万股$291.6万4,179股+3.2万股+753.79%加仓
PPacer基金信托COWZ
1.84%1.97%$408.8万6.6万股$383.8万6.1万股+4,368股+7.12%加仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI
1.83%0.39%$406.7万13.7万股$75.1万2.7万股+11.0万股+410.01%加仓
JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK
1.7%1.3%$378.1万3.4万股$253.2万3.2万股+2,061股+6.47%加仓
VisaV
1.61%1.63%$358.0万1.0万股$316.5万1.0万股-38股-0.36%减仓
I景顺QQQ信托VOO
1.55%1.42%$345.3万4,690股$276.7万4,794股-104股-2.17%减仓
微软MSFT
1.5%1.55%$332.8万8,923股$302.2万8,165股+758股+9.28%加仓
J骏利亨德森JAAA
1.4%1.51%$311.3万6.2万股$293.2万5.8万股+3,439股+5.91%加仓
亚马逊AMZN
1.3%1.33%$289.4万1.2万股$258.7万1.2万股-277股-2.23%减仓
WWisdomTree信托DGRW
1.25%1.3%$279.3万2.9万股$252.3万2.9万股+486股+1.69%加仓
IiShares安硕·RUSSELLIWF
1.14%1.11%$253.9万2.0万股$215.5万5,053股+1.5万股+304.73%加仓
摩根大通JPM
1%1.05%$221.6万6,769股$205.4万6,987股-218股-3.12%减仓
博通AVGO
0.66%0.58%$147.3万3,899股$113.2万3,656股+243股+6.65%加仓
S道富SPHY
0.61%0.69%$136.1万5.8万股$135.0万5.8万股+200股+0.35%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.6%0.5%$132.9万5,270股$97.5万5,372股-102股-1.90%减仓
礼来LLY
0.57%0.49%$127.7万1,065股$96.1万1,045股+20股+1.91%加仓
AAvantis·U SAVUV
0.57%$126.2万1.0万股$00股+1.0万股新买入
IiShares安硕·COREIJH
0.52%0.5%$115.3万1.5万股$96.8万1.4万股+617股+4.30%加仓
PLAINS ALL AMERN PIPELINE LPAA
0.51%0.6%$112.6万5.1万股$116.7万5.2万股-1,659股-3.17%减仓
埃克森美孚XOM
0.5%0.75%$111.8万8,177股$146.1万8,614股-437股-5.07%减仓
I景顺·S&PSPHQ
0.46%0.44%$103.1万1.1万股$84.9万1.1万股+152股+1.35%加仓
F第一信托交易所交易基金FPX
0.46%0.41%$101.7万5,301股$80.4万4,916股+385股+7.83%加仓
V先锋领航指数基金VOO
0.45%0.44%$99.6万1,450股$86.6万1,450股00.00%持仓不变
COHEN AND STEERS INFRASTUTF
0.42%0.47%$94.1万3.4万股$91.7万3.5万股-1,310股-3.70%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
0.42%0.43%$94.1万8,340股$83.4万8,068股+272股+3.37%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.41%0.19%$91.3万2,115股$36.8万2,240股-125股-5.58%减仓
PARSONS DELPSN
0.39%$86.5万1.7万股$00股+1.7万股新买入
IiShares安硕信托ITA
0.38%0.32%$84.0万3,467股$62.8万2,871股+596股+20.76%加仓
洛克希德马丁LMT
0.36%0.5%$79.9万1,568股$97.0万1,605股-37股-2.31%减仓
好市多COST
0.36%0.44%$79.8万853股$85.0万853股00.00%持仓不变
F第一信托·USTCIBR
0.3%0.24%$66.2万7,373股$46.1万7,356股+17股+0.23%加仓
Meta平台META
0.3%0.38%$66.1万1,173股$73.9万1,291股-118股-9.14%减仓
PROGRESSIVEPGR
0.29%0.3%$65.5万2,996股$59.4万2,996股00.00%持仓不变
ALTRIAMO
0.29%0.31%$64.9万9,020股$59.7万9,045股-25股-0.28%减仓
沃尔玛WMT
0.28%0.35%$61.5万5,429股$67.4万5,426股+3股+0.06%加仓
IiShares安硕·U.S. HEALTHCARE ETFIYH
0.28%0.3%$61.4万9,170股$58.5万9,495股-325股-3.42%减仓
爱德华生命科学EW
0.27%0.28%$60.3万6,670股$54.2万6,770股-100股-1.48%减仓

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