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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
$178.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 103 项
建仓 9
增持 51
减持 36
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
JAAA
JANUS HENDERSON
-$7.6M
55,436
-73%
增持
PYLD
PIMCO ENHANCED
+$4.3M
754,685
+28%
建仓
JSMD
JANUS DETROIT
+$3.7M
45,640
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
JTEK
JPMORGAN U S
+$2.1M
23,114
建仓
AKRE
PROFESSIONALLY MANAGED
+$1.7M
25,682
减持
KNG
FIRST TRUST
-$1.6M
188,523
-14%
增持
BUFR
FIRST TRUST
+$1.3M
465,822
+6%
增持
AIRR
FIRST TRUST
+$1.0M
86,190
+12%
增持
USMC
PRINCIPAL US
+$1.0M
228,694
+7%
增持
GRID
FIRST TRUST
+$432.1K
4,665
+150%
减持
AAPL
APPLE INC
+$404.7K
29,018
-1%
增持
LLY
ELI LILLY
+$391.1K
1,124
+5%
建仓
—
TOTALENERGIES SE
+$287.4K
4,393
增持
AVGO
BROADCOM INC
+$286.1K
3,439
+25%
增持
SMH
VANECK SEMICONDUCTOR
+$286.0K
7,743
+1%
增持
PAVE
GLOBAL X
+$284.9K
205,781
+3%
清仓
NVO
NOVO-NORDISK A S
-$265.7K
0
-100%
清仓
—
TOTALENERGIES SE
-$261.6K
0
-100%
减持
HD
HOME DEPOT
-$244.4K
823
-37%
清仓
MPC
MARATHON PETE CORP
-$242.3K
0
-100%
建仓
BA
BOEING COMPANY
+$223.6K
1,030
建仓
FCNCA
FIRST CITIZENS
+$223.2K
104
增持
MSFT
MICROSOFT CORP
-$220.7K
7,674
+1%
建仓
AEIS
ADVANCED ENERGY
+$219.8K
1,050
建仓
SRV
NXG CUSHING
+$206.7K
5,294
建仓
EPD
ENTERPRISE PRODUCTS
+$200.7K
6,262
增持
NFLX
NETFLIX INC
-$199.5K
8,089
+912%
减持
NVDA
NVIDIA CORP
-$191.0K
29,782
-3%
增持
BUFD
FIRST TRUST
+$162.9K
25,075
+27%
增持
ITOT
ISHARES CORE
+$152.5K
28,528
+2%
增持
RSP
INVESCO S&P
+$150.0K
2,094
+58%
增持
VOO
VANGUARD S&P
+$147.2K
1,470
+16%
减持
LMT
LOCKHEED MARTIN
-$145.9K
1,838
-11%
增持
AMZN
AMAZON COM
+$144.8K
12,618
+0%
增持
CIBR
FIRST TRUST
+$142.4K
7,106
+48%
增持
IWY
ISHARES RUSSELL
+$141.8K
22,894
+1%
增持
IWF
ISHARES RUSSELL
+$118.6K
4,624
+5%
减持
XMMO
INVESCO S&P
+$109.7K
35,644
-0%
减持
OUSA
ALPS OSHARES
-$108.7K
10,253
-17%
增持
IYW
ISHARES TECHNOLOGY
+$106.5K
5,383
+9%
减持
SHW
SHERWIN WILLIAMS
-$102.6K
1,848
-9%
增持
SPHY
STATE STREET
+$96.8K
56,000
+9%
增持
BUFQ
FIRST TRUST
+$90.4K
11,043
+26%
减持
V
VISA INC
+$88.7K
10,844
-0%
增持
META
META PLATFORMS
-$83.8K
1,326
+2%
增持
DGRW
WISDOMTREE US
+$77.6K
27,982
+3%
增持
QQQ
INVESCO QQQ
+$72.9K
4,757
+0%
增持
T
AT&T INC
+$72.1K
13,021
+46%
增持
MO
ALTRIA GROUP
-$72.1K
9,006
+1%
增持
IJH
ISHARES CORE
+$69.7K
14,847
+6%
减持
MCD
MCDONALDS CORP
-$66.5K
1,156
-16%
增持
IYH
ISHARES U S
+$64.9K
9,485
+1%
减持
GOOGL
ALPHABET INC
+$62.2K
1,325
-9%
增持
PAA
PLAINS ALL
+$59.5K
52,496
+1%
减持
—
EXXON MOBIL
+$56.0K
8,112
-1%
减持
HON
HONEYWELL INTL
-$55.8K
2,254
-4%
减持
PG
PROCTER & GAMBLE
-$49.6K
3,358
-3%
增持
ITA
ISHARES AEROSPACE
+$45.9K
2,671
+6%
增持
RTX
RTX CORP
+$45.9K
1,655
+7%
增持
JPM
JPMORGAN CHASE
+$44.6K
6,408
+0%
增持
VUSB
VANGUARD ULTRA
+$40.5K
5,025
+20%
减持
LOW
LOWES COMPANIES
-$40.4K
905
-12%
减持
EW
EDWARDS LIFESCIENCES
+$39.8K
6,875
-2%
增持
XMHQ
INVESCO S&P
+$39.5K
7,995
+8%
减持
VGT
VANGUARD INFORMATION
-$38.5K
4,306
-2%
清仓
—
TILRAY BRANDS INC
-$34.7K
0
-100%
减持
USMV
ISHARES MSCI
-$33.7K
25,571
-0%
增持
IYE
ISHARES U S
+$33.4K
7,427
+10%
增持
SPHQ
INVESCO S&P
+$33.0K
11,367
+2%
增持
GEV
GE VERNOVA
+$30.0K
378
+7%
增持
XLV
STATE STREET
+$30.0K
1,816
+1%
减持
WMT
WALMART INC
+$25.1K
5,474
-4%
减持
POWA
INVESCO BLOOMBERG
-$24.3K
3,897
-6%
增持
UTF
COHEN & STEERS
-$24.1K
35,337
+0%
减持
MA
MASTERCARD INC
-$23.7K
918
-5%
减持
SBUX
STARBUCKS CORP
-$19.9K
3,214
-6%
减持
JNJ
JOHNSON & JOHNSON
-$17.3K
1,220
-16%
增持
ET
ENERGY TRANSFER
-$16.9K
26,834
+0%
减持
—
AGILON HEALTH
-$16.3K
46,650
-1%
减持
JMBS
JANUS HENDERSON
-$15.8K
168,814
-0%
减持
PCN
PIMCO CORPORATE
-$14.5K
13,962
-3%
增持
PGR
PROGRESSIVE CORP
-$13.0K
3,070
+6%
减持
INTC
INTEL CORP
-$13.0K
7,891
-13%
清仓
NAK
NORTHERN DYNASTY MINERALS
-$12.0K
0
-100%
增持
PFE
PFIZER INC
+$11.9K
23,497
+4%
增持
KBE
STATE STREET
+$11.5K
5,421
+1%
增持
IBM
INTL BUSINESS
+$10.8K
741
+0%
增持
IYF
ISHARES U S
+$10.2K
1,709
+3%
减持
OHI
OMEGA HEALTHCARE
+$9.8K
5,200
-1%
增持
BST
BLACKROCK SCIENCE
+$9.3K
6,863
+6%
减持
GLD
SPDR GOLD
+$8.7K
943
-8%
减持
PGF
INVESCO FINANCIAL
-$8.1K
10,184
-2%
清仓
—
URBAN-GRO INC
-$7.8K
0
-100%
减持
UFOX
DEFIANCE CONNECTIVE
+$7.0K
4,767
-1%
减持
BKCG
BNY MELLON
+$6.2K
14,854
-1%
增持
QUAL
ISHARES MSCI
+$5.8K
1,341
+0%
增持
JHMM
JOHN HANCOCK
+$4.0K
4,675
+0%
增持
IYK
ISHARES U S
+$3.5K
4,588
+3%
减持
COWZ
PACER US
-$3.2K
72,087
-5%
清仓
—
FIRST TRUST
-$2.7K
0
-100%
增持
PHYL
PGIM ACTIVE
+$1.9K
7,132
+2%
减持
TSLA
TESLA INC
+$1.8K
896
-1%
减持
GAB
GABELLI EQUITY
+$829
31,664
-1%
