13FBOX
SCHMIDT P J INVESTMENT MANAGEMENT INC · 13F 持仓分析
期权收益计算器 机构排行

SCHMIDT P J INVESTMENT MANAGEMENT INC

No.3638 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.43亿
环比变动 Q1 2026
+$4,871.8万+8.2%
持仓股票数
215
新买入
14
加仓
71
减仓
90
清仓
11
持股不变
40
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
苹果AAPL
6.7%6.45%$4,311.0万14.9万股$3,838.0万15.1万股-2,246股-1.49%减仓
微软MSFT
5.15%5.57%$3,316.4万8.9万股$3,311.3万8.9万股-547股-0.61%减仓
AAlphabet Inc Class CGOOG
4.87%4.75%$3,131.6万8.9万股$2,823.9万9.8万股-9,813股-9.97%减仓
博通AVGO
4.72%4.71%$3,036.9万8.0万股$2,799.2万9.0万股-1.0万股-11.11%减仓
SCHNEIDER NATIONALSNDR
4.62%3.7%$2,974.5万81.4万股$2,198.4万83.4万股-2.0万股-2.37%减仓
IiShares安硕信托IGIB
4.43%4.65%$2,848.1万53.6万股$2,763.9万51.9万股+1.6万股+3.14%加仓
礼来LLY
3.5%2.93%$2,249.3万1.9万股$1,743.5万1.9万股-203股-1.07%减仓
IiShares安硕信托GJS
2.94%3.18%$1,891.8万83.0万股$1,888.7万82.4万股+6,060股+0.74%加仓
亚马逊AMZN
2.71%2.7%$1,740.5万7.3万股$1,603.5万7.7万股-3,967股-5.15%减仓
英伟达NVDA
1.99%2.11%$1,277.0万6.4万股$1,252.1万7.2万股-7,973股-11.11%减仓
ANALOG DEVICES COMADI
1.78%1.78%$1,142.8万2.9万股$1,060.9万3.3万股-4,574股-13.72%减仓
VisaV
1.72%1.64%$1,107.8万3.2万股$976.9万3.2万股-32股-0.10%减仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
1.63%1.55%$1,047.3万7.8万股$923.4万7.9万股-1,057股-1.34%减仓
N新纪元能源NEE
1.62%1.86%$1,045.0万11.9万股$1,107.1万11.9万股-134股-0.11%减仓
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
1.55%1.5%$996.1万3.6万股$893.1万3.8万股-1,383股-3.66%减仓
F富达·MERRIMACK STR TRFBND
1.49%1.49%$961.6万21.1万股$887.0万19.4万股+1.7万股+8.72%加仓
贝莱德·INC COMBLK
1.49%1.61%$955.9万9,941股$958.8万9,970股-29股-0.29%减仓
摩根大通JPM
1.47%1.43%$948.5万2.9万股$853.2万2.9万股-29股-0.10%减仓
宝洁PG
1.38%1.48%$887.4万6.1万股$879.0万6.1万股-345股-0.57%减仓
SSPDR行业精选信托XLY
1.37%1.5%$880.2万8.2万股$891.3万8.0万股+1,765股+2.20%加仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
1.34%1.17%$860.5万9.7万股$698.1万9.2万股+4,059股+4.39%加仓
艾伯维ABBV
1.33%1.27%$854.5万3.4万股$754.5万3.5万股-733股-2.11%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.29%1.03%$830.6万3.3万股$609.9万3.4万股-685股-2.04%减仓
固安捷GWW
1.21%1.06%$780.2万5,735股$628.4万5,761股-26股-0.45%减仓
联合太平洋铁路UNP
1.2%1.17%$771.4万2.8万股$695.1万2.9万股-289股-1.01%减仓
SSTATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETFNANR
1.17%1.44%$755.0万10.0万股$856.4万10.2万股-1,943股-1.91%减仓
好市多COST
1.17%1.35%$751.1万8,029股$801.3万8,042股-13股-0.16%减仓
史赛克SYK
1.12%1.28%$718.8万2.3万股$763.4万2.3万股-399股-1.72%减仓
麦当劳MCD
1.12%1.41%$718.7万2.7万股$840.5万2.7万股-454股-1.68%减仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
1.1%1.08%$705.8万22.7万股$640.0万23.0万股-2,879股-1.25%减仓
百事可乐PEP
1.08%1.35%$697.5万5.2万股$804.9万5.2万股-320股-0.62%减仓
伯克希尔哈撒韦BRK.B
1.06%1.1%$684.2万1.4万股$651.8万1.4万股+71股+0.52%加仓
I景顺QQQ信托VOO
1.03%0.87%$662.5万8,997股$519.3万8,997股00.00%持仓不变
联合健康UNH
0.97%0.73%$621.4万1.5万股$433.7万1.6万股-1,075股-6.71%减仓
IiShares安硕信托IVV
0.89%0.86%$572.9万7,650股$511.9万7,836股-186股-2.37%减仓
家得宝HD
0.87%0.89%$558.6万1.6万股$528.3万1.6万股-222股-1.38%减仓
IiShares安硕·CMBS ETFCMBS
0.75%0.79%$482.0万9.9万股$467.2万9.6万股+3,197股+3.33%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.69%0.62%$444.3万13.1万股$368.7万12.7万股+4,715股+3.72%加仓
ILLINOIS TOOLITW
0.63%0.65%$405.0万1.5万股$389.5万1.5万股+12股+0.08%加仓
万事达MA
0.63%0.68%$403.4万7,855股$401.4万8,034股-179股-2.23%减仓
I景顺交易所交易基金信托PPA
0.6%0.58%$387.1万2.2万股$347.8万2.1万股+924股+4.40%加仓
V先锋领航市政债券基金VTEB
0.54%0.55%$350.0万6.9万股$326.9万6.6万股+3,671股+5.60%加仓
IISHARES CORE 10 YEAR USD BOND ETFILTB
0.53%0.54%$338.6万6.9万股$321.9万6.6万股+3,038股+4.62%加仓
F富达Covington信托FDIS
0.52%0.5%$335.2万3.3万股$298.7万3.2万股+565股+1.76%加仓
INTERCONTINENTAL EXCHANGE COMICE
0.51%0.7%$330.7万2.7万股$415.8万2.6万股+427股+1.62%加仓
强生JNJ
0.49%0.53%$317.3万1.2万股$312.4万1.3万股-288股-2.25%减仓
F富达Covington信托FENI
0.45%0.38%$289.3万7.2万股$226.8万6.1万股+1.1万股+18.22%加仓
IiShares安硕信托IQLT
0.41%0.44%$266.7万5.4万股$258.9万5.6万股-2,190股-3.91%减仓
IiShares安硕·COREIJH
0.41%0.38%$263.9万3.4万股$227.4万3.4万股+541股+1.61%加仓
谷歌AGOOGL
0.39%0.34%$252.8万7,073股$204.1万7,098股-25股-0.35%减仓

🧭 机构资金流板块热力图

净流出 净流入