SF

Symphony Financial Services, Inc.

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$1.9億

申報季度: 2026-03-31 · 持股檔數: 99

Symphony Financial Services, Inc.在最新一期 13F 報告中揭露了 99 項持股，申報期為 2026-03-31，總持股市值約為 US$1.9億，季度換手率為 9.3%。

機構性格雪花圖

集中度
16.87
持倉穩定性
9.33
動能／逆勢
100
產業集中度
65.01
多樣化
100
倉位均衡度
82.09

近期動向

  • 加碼 AIRR

    +5.7%　US$161.3萬

  • 減碼 IWY

    -4.9%　-US$92.3萬

  • 加碼 PAVE

    +1.4%　US$76.8萬

  • 減碼 AAPL

    -3.2%　-US$75.8萬

  • 減碼 MSFT

    +6.4%　-US$68.9萬

  • 加碼 BUFR

    +5.5%　US$64.1萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1PYLDPimco Multisector Bond ActvETF-其他10.59%+0.27%+4.34%
2BUFRFt Vest Lad Buffervetf-usd IETF-其他8.52%+0.34%+5.52%
3USMCPrincipal US Mega-cap ETFETF-其他8.01%—+6.09%
4PAVEGlobal X US InfrastructureETF-其他5.44%+0.40%+1.40%
5AIRRFirst Trust Rba American IndETF-其他5.18%+0.84%+5.65%
6KNGFt Vest S&p 500 Dvd Arst TrgETF-大型股與成長4.90%+0.15%+3.98%
7JMBSJanus Henderson Mortg BackedETF-其他3.90%-0.05%-0.44%
8AAPLApple INC股票-科技3.66%-0.38%-3.17%
9IWYIshares Russell Top 200 GrowETF-其他2.78%-0.47%-4.91%
10NVDANvidia CORP股票-科技2.60%-0.25%-2.60%
11XMMOInvesco S&p Midcap MomentumETF-其他2.45%-0.08%-7.76%
12JSMDJanus Small Mid Cap Gr AlpETF-其他2.23%+0.32%+19.90%
13ITOTIshares Core S&p Total U.s.ETF-其他2.15%—+3.18%
14COWZPacer US Cash Cows 100 ETFETF-其他1.97%-0.25%-14.89%
15VVisa Inc-class A Shares股票-金融1.63%-0.32%-3.42%
16SMHVaneck Semiconductor ETFETF-其他1.57%+0.14%+2.84%
17MSFTMicrosoft CORP股票-科技1.55%-0.35%+6.40%
18JAAAJanus Henderson Aaa Clo ETFETF-其他1.51%+0.07%+5.01%
19VGTVanguard Info Tech ETFETF-科技型1.50%-0.16%-2.95%
20QQQInvesco Qqq Trust Series 1ETF-科技型1.42%-0.08%+0.78%
21AMZNAmazon.com INC股票-循環性消費1.33%-0.16%-1.56%
22JTEKJpmorgan US Tech LeadersETF-科技型1.30%+0.23%+37.71%
23DGRWWisdomtree U.s. Quality DiviETF-其他1.30%—+2.65%
24USMVIshares Msci USA Min Vol FacETF-其他1.18%-0.05%-3.15%
25IWFIshares Russell 1000 GrowthETF-其他1.11%—+9.28%
26JPMJpmorgan Chase & Co股票-金融1.05%—+9.04%
27XOMExxon Mobil CORP股票-能源0.75%+0.25%+6.19%
28SPHYSs Spdr P High Yield ETFETF-非投資等級債0.69%—+3.35%
29AKREAkre Focus ETFETF-其他0.68%-0.18%-2.94%
30PAAPlains All Amer Pipeline LP股票-能源0.60%+0.12%-0.45%
31AVGOBroadcom INC股票-科技0.58%—+6.31%
32IYWIshares Ustechnology ETFETF-科技型0.50%-0.05%-0.20%
33LMTLockheed Martin CORP股票-工業0.50%+0.04%-12.68%
34IJHIshares Core S&p Midcap ETFETF-其他0.50%—-3.45%
35LLYEli Lilly & Co股票-醫療保健0.49%-0.13%-7.03%
36UTFCohen & Steers Infrastructur股票-其他0.47%—+0.27%
37VOOVanguard S&p 500 ETFETF-大型股與成長0.44%—-1.36%
38COSTCostco Wholesale CORP股票-非循環性消費0.44%+0.06%-0.23%
39SPHQInvesco S&p 500 Quality ETFETF-大型股與成長0.44%—-0.63%
40XMHQInvesco S&p Midcap Qual ETFETF-其他0.43%—+0.91%
41GRIDFirst Trst Nasd Cl Edg SgiifETF-其他0.41%+0.04%+5.38%
42BUFDFt Vst Lad Deep Buf Etf-usdiETF-其他0.39%—+7.00%
43METAMeta Platforms Inc-class A股票-通訊服務0.38%-0.07%-2.64%
44NFLXNetflix INC股票-通訊服務0.37%—-8.20%
45PFEPfizer INC股票-醫療保健0.36%+0.06%+4.89%
46WMTWalmart INC股票-非循環性消費0.35%—-0.88%
47ITAIshares U.s. Aerospace & DefETF-其他0.32%—+7.49%
48MOAltria Group INC股票-非循環性消費0.31%—+0.43%
49PGRProgressive CORP股票-金融0.30%-0.06%-2.41%
50IYHIshares U.s. Healthcare ETFETF-其他0.30%—+0.11%
1–50 of 99

本季持股變動

Symphony Financial Services, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: First Trust Smid Cap Rising (SDVY); 清倉: Intel CORP (INTC); 清倉: Ishares Msci USA Quality Fac (QUAL); 新建倉: Merck & Co. INC. (MRK); 新建倉: Marathon Petroleum CORP (MPC).

Symphony Financial Services, Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1AIRRFirst Trust Rba American Ind+0.8%+5.65%加碼
2PAVEGlobal X US Infrastructure+0.4%+1.40%加碼
3BUFRFt Vest Lad Buffervetf-usd I+0.3%+5.52%加碼
4JSMDJanus Small Mid Cap Gr Alp+0.3%+19.90%加碼
5PYLDPimco Multisector Bond Actv+0.3%+4.34%加碼
6XOMExxon Mobil CORP+0.3%+6.19%加碼
7JTEKJpmorgan US Tech Leaders+0.2%+37.71%加碼
8KNGFt Vest S&p 500 Dvd Arst Trg+0.2%+3.98%加碼
9SMHVaneck Semiconductor ETF+0.1%+2.84%加碼
10PAAPlains All Amer Pipeline LP+0.1%-0.45%減碼
11IYEIshares U.s. Energy ETF+0.1%+6.76%加碼
12JAAAJanus Henderson Aaa Clo ETF+0.1%+5.01%加碼
13AEISAdvanced Energy Industries+0.1%+0.48%加碼
14GEVGE Vernova INC+0.1%+11.11%加碼
15COSTCostco Wholesale CORP+0.1%-0.23%減碼
16✓ Totalenergies Se+0.1%—不變
17PFEPfizer INC+0.1%+4.89%加碼
18DELLDell Technologies -c+0.1%—不變
19GRIDFirst Trst Nasd Cl Edg Sgiif0%+5.38%加碼
20LMTLockheed Martin CORP0%-12.68%減碼
21JMBSJanus Henderson Mortg Backed-0.1%-0.44%減碼
22USMVIshares Msci USA Min Vol Fac-0.1%-3.15%減碼
23IYWIshares Ustechnology ETF-0.1%-0.20%減碼
24PGRProgressive CORP-0.1%-2.41%減碼
25METAMeta Platforms Inc-class A-0.1%-2.64%減碼
26XMMOInvesco S&p Midcap Momentum-0.1%-7.76%減碼
27QQQInvesco Qqq Trust Series 1-0.1%+0.78%加碼
28SHWSherwin-williams Co/the-0.1%-35.01%減碼
29LLYEli Lilly & Co-0.1%-7.03%減碼
30OUSAAlps Oshares US Quality Divi-0.1%-44.55%減碼
31VGTVanguard Info Tech ETF-0.2%-2.95%減碼
32AMZNAmazon.com INC-0.2%-1.56%減碼
33AKREAkre Focus ETF-0.2%-2.94%減碼
34COWZPacer US Cash Cows 100 ETF-0.3%-14.89%減碼
35NVDANvidia CORP-0.3%-2.60%減碼
36VVisa Inc-class A Shares-0.3%-3.42%減碼
37MSFTMicrosoft CORP-0.4%+6.40%加碼
38AAPLApple INC-0.4%-3.17%減碼
39IWYIshares Russell Top 200 Grow-0.5%-4.91%減碼
40SDVYFirst Trust Smid Cap Rising—NEW新建倉
41INTCIntel CORP—EXIT清倉
42QUALIshares Msci USA Quality Fac—EXIT清倉
43MRKMerck & Co. INC.—NEW新建倉
44MPCMarathon Petroleum CORP—NEW新建倉
45BABoeing Co/the—EXIT清倉
46FCNCAFirst Citizens Bcshs -cl A—EXIT清倉
47IBMIntl Business Machines CORP—EXIT清倉
48LOWLowe's Cos INC—EXIT清倉
49CATCaterpillar INC—NEW新建倉
50PGFInvesco Financial Preferred—EXIT清倉

FAQ

Symphony Financial Services, Inc. 是什麼機構？屬於哪種投資人類型？
Symphony Financial Services, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.9億，分佈在 99 個已申報部位之中。
Symphony Financial Services, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Symphony Financial Services, Inc. 按市值排列的前幾大持股為： 1. Pimco Multisector Bond Actv (PYLD) — US$2063.1萬 (10.6%) 2. Ft Vest Lad Buffervetf-usd I (BUFR) — US$1660.0萬 (8.5%) 3. Principal US Mega-cap ETF (USMC) — US$1560.3萬 (8.0%) 4. Global X US Infrastructure (PAVE) — US$1060.2萬 (5.4%) 5. First Trust Rba American Ind (AIRR) — US$1008.8萬 (5.2%)
Symphony Financial Services, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Symphony Financial Services, Inc. 共進行了 48 項顯著調整：新建倉 4 個部位、加碼 17 個既有持股、減碼 20 個部位，並完全清倉 7 個持股。 其中幅度最大的異動：新建倉: First Trust Smid Cap Rising (SDVY); 清倉: Intel CORP (INTC); 清倉: Ishares Msci USA Quality Fac (QUAL); 新建倉: Merck & Co. INC. (MRK); 新建倉: Marathon Petroleum CORP (MPC)
Symphony Financial Services, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Symphony Financial Services, Inc. 的主要板塊分佈如下： • Information Technology: 40.0% • Financials: 15.7% • Consumer Discretionary: 9.2% • Energy: 8.7% • Industrials: 7.2% • Health Care: 6.5%