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Symphony Financial Services, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Symphony Financial Services, Inc.
报告期 2026-03-31 · CIK 0002031979
持仓数
99
前50大市值合计
$178.8M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
PYLD
PIMCO ENHANCED
MF Closed and MF Open
$20.6M
787,442
11.5%
BUFR
FIRST TRUST
MF Closed and MF Open
$16.6M
491,555
9.3%
USMC
PRINCIPAL US
MF Closed and MF Open
$15.6M
242,619
8.7%
PAVE
GLOBAL X
MF Closed and MF Open
$10.6M
208,658
5.9%
AIRR
FIRST TRUST
MF Closed and MF Open
$10.1M
91,061
5.6%
KNG
FIRST TRUST
MF Closed and MF Open
$9.5M
196,035
5.3%
JMBS
JANUS HENDERSON
MF Closed and MF Open
$7.6M
168,065
4.2%
AAPL
APPLE INC
Common Stock
$7.1M
28,099
4.0%
IWY
ISHARES RUSSELL
MF Closed and MF Open
$5.4M
21,771
3.0%
NVDA
NVIDIA CORP
Common Stock
$5.1M
29,008
2.8%
XMMO
INVESCO S&P
MF Closed and MF Open
$4.8M
32,877
2.7%
JSMD
JANUS DETROIT
MF Closed and MF Open
$4.3M
54,722
2.4%
ITOT
ISHARES CORE
MF Closed and MF Open
$4.2M
29,434
2.3%
COWZ
PACER US
MF Closed and MF Open
$3.8M
61,354
2.1%
V
VISA INC
Common Stock
$3.2M
10,473
1.8%
SMH
VANECK SEMICONDUCTOR
MF Closed and MF Open
$3.1M
7,963
1.7%
MSFT
MICROSOFT CORP
Common Stock
$3.0M
8,165
1.7%
JAAA
JANUS HENDERSON
MF Closed and MF Open
$2.9M
58,214
1.6%
VGT
VANGUARD INFORMATION
MF Closed and MF Open
$2.9M
4,179
1.6%
QQQ
INVESCO QQQ
MF Closed and MF Open
$2.8M
4,794
1.5%
AMZN
AMAZON COM
Common Stock
$2.6M
12,421
1.4%
JTEK
JPMORGAN U S
MF Closed and MF Open
$2.5M
31,831
1.4%
DGRW
WISDOMTREE US
MF Closed and MF Open
$2.5M
28,723
1.4%
USMV
ISHARES MSCI
MF Closed and MF Open
$2.3M
24,765
1.3%
IWF
ISHARES RUSSELL
MF Closed and MF Open
$2.2M
5,053
1.2%
JPM
JPMORGAN CHASE
Common Stock
$2.1M
6,987
1.1%
—
EXXON MOBIL
Common Stock
$1.5M
8,614
0.8%
SPHY
STATE STREET
MF Closed and MF Open
$1.3M
57,875
0.8%
AKRE
PROFESSIONALLY MANAGED
MF Closed and MF Open
$1.3M
24,927
0.7%
PAA
PLAINS ALL
Oil & Gas, Real Estate and REIT
$1.2M
52,258
0.7%
AVGO
BROADCOM INC
Common Stock
$1.1M
3,656
0.6%
IYW
ISHARES TECHNOLOGY
MF Closed and MF Open
$974.6K
5,372
0.5%
LMT
LOCKHEED MARTIN
Common Stock
$969.7K
1,605
0.5%
IJH
ISHARES CORE
MF Closed and MF Open
$968.0K
14,335
0.5%
LLY
ELI LILLY
Common Stock
$960.8K
1,045
0.5%
UTF
COHEN & STEERS
MF Closed and MF Open
$917.0K
35,434
0.5%
VOO
VANGUARD S&P
MF Closed and MF Open
$866.5K
1,450
0.5%
COST
COSTCO WHOLESALE
Common Stock
$850.0K
853
0.5%
SPHQ
INVESCO S&P
MF Closed and MF Open
$849.3K
11,295
0.5%
XMHQ
INVESCO S&P
MF Closed and MF Open
$834.0K
8,068
0.5%
GRID
FIRST TRUST
MF Closed and MF Open
$804.1K
4,916
0.4%
BUFD
FIRST TRUST
MF Closed and MF Open
$751.2K
26,830
0.4%
META
META PLATFORMS
Common Stock
$738.6K
1,291
0.4%
NFLX
NETFLIX INC
Common Stock
$714.0K
7,426
0.4%
PFE
PFIZER INC
Common Stock
$692.0K
24,645
0.4%
WMT
WALMART INC
Common Stock
$674.3K
5,426
0.4%
ITA
ISHARES AEROSPACE
MF Closed and MF Open
$628.0K
2,871
0.4%
MO
ALTRIA GROUP
Common Stock
$596.9K
9,045
0.3%
PGR
PROGRESSIVE CORP
Common Stock
$593.9K
2,996
0.3%
IYH
ISHARES U S
MF Closed and MF Open
$585.3K
9,495
0.3%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
46%
前 6 大占比
PYLD
11.5%
BUFR
9.3%
USMC
8.7%
PAVE
5.9%
AIRR
5.6%
KNG
5.3%
其他
53.5%
