SCHMIDT P J INVESTMENT MANAGEMENT INC
CEDARBURG WI · SEC CIK 0001008895
$6.43亿2026Q2 申报市值
215持仓数
41.6%前十大占比 · 第一大 6.7%
13 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$237.90万
IGIB 加仓+$86.79万
FBND 加仓+$77.15万
AMD 新建仓+$49.95万
ADSK 新建仓+$44.85万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$379.41万
GOOG 减仓-$346.72万
HON 减仓-$256.25万
ADI 减仓-$181.67万
NVDA 减仓-$159.53万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LQDH | ISHARES U S ETF TR | $54.34万 | 0.08% | 5,835 | 1,077 | 22.6% | $10.03万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $54.53万 | 0.08% | 8,925 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $55.16万 | 0.09% | 4,171 | -3 | -0.1% | -$397 | 减仓 |
| DE | DEERE & CO | $56.14万 | 0.09% | 885 | 20 | 2.3% | $1.27万 | 加仓 |
| IWV | ISHARES TR | $56.16万 | 0.09% | 1,317 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $56.22万 | 0.09% | 11,116 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $56.27万 | 0.09% | 1,587 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $56.88万 | 0.09% | 9,145 | -201 | -2.2% | -$1.25万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $57.64万 | 0.09% | 5,787 | -24 | -0.4% | -$2,391 | 减仓 |
| MELI | MERCADOLIBRE INC | $58.05万 | 0.09% | 342 | 134 | 64.4% | $22.75万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $59.42万 | 0.09% | 7,692 | 695 | 9.9% | $5.37万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $59.73万 | 0.09% | 16,240 | 5,163 | 46.6% | $18.99万 | 加仓 |
| RGLD | ROYAL GOLD INC | $60.50万 | 0.09% | 3,031 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $60.50万 | 0.09% | 1,708 | 14 | 0.8% | $4,959 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $61.20万 | 0.10% | 459 | 29 | 6.7% | $3.87万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $61.43万 | 0.10% | 805 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $61.73万 | 0.10% | 6,400 | 579 | 9.9% | $5.59万 | 加仓 |
| META | META PLATFORMS INC | $61.98万 | 0.10% | 1,100 | 42 | 4.0% | $2.37万 | 加仓 |
| EMR | EMERSON ELEC CO | $64.33万 | 0.10% | 4,494 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $64.70万 | 0.10% | 1,960 | -18 | -0.9% | -$5,942 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $65.29万 | 0.10% | 17,760 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $67.43万 | 0.10% | 4,225 | -268 | -6.0% | -$4.28万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $68.60万 | 0.11% | 12,797 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $68.83万 | 0.11% | 14,914 | 1,477 | 11.0% | $6.82万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $69.36万 | 0.11% | 16,381 | 199 | 1.2% | $8,426 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $70.53万 | 0.11% | 2,508 | 50 | 2.0% | $1.41万 | 加仓 |
| WMT | WALMART INC | $71.04万 | 0.11% | 6,272 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $71.55万 | 0.11% | 9,475 | 1,263 | 15.4% | $9.54万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $73.86万 | 0.11% | 3,000 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $74.12万 | 0.12% | 32,381 | 5,919 | 22.4% | $13.55万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $74.13万 | 0.12% | 1,975 | 23 | 1.2% | $8,632 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $74.25万 | 0.12% | 27,031 | 12,036 | 80.3% | $33.06万 | 加仓 |
| SYY | SYSCO CORP | $74.39万 | 0.12% | 8,900 | -705 | -7.3% | -$5.89万 | 减仓 |
| ITA | ISHARES TR | $78.88万 | 0.12% | 3,254 | 23 | 0.7% | $5,576 | 加仓 |
| EFIV | SPDR SERIES TRUST | $79.65万 | 0.12% | 10,922 | 46 | 0.4% | $3,355 | 加仓 |
| BX | BLACKSTONE INC | $80.44万 | 0.13% | 6,836 | -224 | -3.2% | -$2.64万 | 减仓 |
| ALL | ALLSTATE CORP | $81.03万 | 0.13% | 3,405 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $84.56万 | 0.13% | 26,666 | 1,415 | 5.6% | $4.49万 | 加仓 |
| PTLC | PACER FDS TR | $87.99万 | 0.14% | 15,104 | -1,914 | -11.2% | -$11.15万 | 减仓 |
| IGM | ISHARES TR | $88.58万 | 0.14% | 5,415 | -758 | -12.3% | -$12.40万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $91.94万 | 0.14% | 7,263 | -200 | -2.7% | -$2.53万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $92.39万 | 0.14% | 3,544 | 90 | 2.6% | $2.35万 | 加仓 |
| COWG | PACER FDS TR | $94.73万 | 0.15% | 23,595 | -2,705 | -10.3% | -$10.86万 | 减仓 |
| GCOW | PACER FDS TR | $95.03万 | 0.15% | 21,947 | 1,685 | 8.3% | $7.30万 | 加仓 |
| AMGN | AMGEN INC | $97.92万 | 0.15% | 2,704 | 51 | 1.9% | $1.85万 | 加仓 |
| YUM | YUM BRANDS INC | $100.34万 | 0.16% | 6,277 | -50 | -0.8% | -$7,993 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $100.72万 | 0.16% | 19,874 | -382 | -1.9% | -$1.94万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $102.15万 | 0.16% | 8,748 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $103.07万 | 0.16% | 16,595 | -2,846 | -14.6% | -$17.68万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.37万 | 0.17% | 4,496 | -67 | -1.5% | -$1.59万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $106.41万 | 0.17% | 3,178 | 40 | 1.3% | $1.34万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $110.66万 | 0.17% | 15,074 | -173 | -1.1% | -$1.27万 | 减仓 |
| IUSG | ISHARES TR | $112.85万 | 0.18% | 6,000 | 0 | 0.0% | — | 不变 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $114.19万 | 0.18% | 18,980 | -1,927 | -9.2% | -$11.59万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $119.56万 | 0.19% | 32,854 | 2,185 | 7.1% | $7.95万 | 加仓 |
| CVX | CHEVRON CORPORATION | $126.77万 | 0.20% | 7,648 | -25 | -0.3% | -$4,144 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $132.97万 | 0.21% | 17,062 | -167 | -1.0% | -$1.30万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $137.58万 | 0.21% | 53,221 | 13,174 | 32.9% | $34.05万 | 加仓 |
| GLD | SPDR GOLD TR | $139.03万 | 0.22% | 3,774 | -50 | -1.3% | -$1.84万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $150.40万 | 0.23% | 2,952 | 235 | 8.6% | $11.97万 | 加仓 |
| SUSC | ISHARES TR | $156.16万 | 0.24% | 67,452 | 5,422 | 8.7% | $12.55万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $156.83万 | 0.24% | 6,370 | -77 | -1.2% | -$1.90万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $162.95万 | 0.25% | 59,622 | 6,933 | 13.2% | $18.95万 | 加仓 |
| IGSB | ISHARES TR | $169.14万 | 0.26% | 32,273 | 1,881 | 6.2% | $9.86万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $170.74万 | 0.27% | 8,962 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $176.47万 | 0.27% | 7,880 | -44 | -0.6% | -$9,853 | 减仓 |
| PHYL | PGIM ETF TR | $181.13万 | 0.28% | 51,931 | 1,466 | 2.9% | $5.11万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $193.00万 | 0.30% | 11,799 | -365 | -3.0% | -$5.97万 | 减仓 |
| TSLA | TESLA INC | $200.34万 | 0.31% | 4,763 | -24 | -0.5% | -$1.01万 | 减仓 |
| — | EXXON MOBIL CORP | $211.40万 | 0.33% | 15,462 | 10 | 0.1% | $1,367 | 加仓 |
| MRK | MERCK & CO INC | $223.49万 | 0.35% | 17,392 | -300 | -1.7% | -$3.86万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $237.45万 | 0.37% | 39,385 | 329 | 0.8% | $1.98万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $237.90万 | 0.37% | 10,761 | 10,761 | — | $237.90万 | 新建仓 |
| HON | HONEYWELL INTL INC | $240.94万 | 0.37% | 10,761 | -11,445 | -51.5% | -$256.25万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $244.44万 | 0.38% | 26,938 | -4,384 | -14.0% | -$39.78万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $248.02万 | 0.39% | 7,273 | -30 | -0.4% | -$1.02万 | 减仓 |
| GOOGL | ALPHABET INC | $252.78万 | 0.39% | 7,073 | -25 | -0.4% | -$8,935 | 减仓 |
| IJH | ISHARES TR | $263.85万 | 0.41% | 34,218 | 541 | 1.6% | $4.17万 | 加仓 |
| IQLT | ISHARES TR | $266.66万 | 0.41% | 53,817 | -2,190 | -3.9% | -$10.85万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $289.26万 | 0.45% | 72,080 | 11,111 | 18.2% | $44.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $317.27万 | 0.49% | 12,493 | -288 | -2.3% | -$7.31万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $330.74万 | 0.51% | 26,865 | 427 | 1.6% | $5.26万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $335.16万 | 0.52% | 32,590 | 565 | 1.8% | $5.81万 | 加仓 |
| ILTB | ISHARES TR | $338.63万 | 0.53% | 68,757 | 3,038 | 4.6% | $14.96万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $350.02万 | 0.54% | 69,201 | 3,671 | 5.6% | $18.57万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $387.06万 | 0.60% | 21,911 | 924 | 4.4% | $16.32万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $403.41万 | 0.63% | 7,855 | -179 | -2.2% | -$9.19万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $405.03万 | 0.63% | 14,975 | 12 | 0.1% | $3,246 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $444.32万 | 0.69% | 131,302 | 4,715 | 3.7% | $15.96万 | 加仓 |
| CMBS | ISHARES TR | $482.02万 | 0.75% | 99,078 | 3,197 | 3.3% | $15.55万 | 加仓 |
| HD | HOME DEPOT INC | $558.65万 | 0.87% | 15,840 | -222 | -1.4% | -$7.83万 | 减仓 |
| IVV | ISHARES TR | $572.94万 | 0.89% | 7,650 | -186 | -2.4% | -$13.93万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $621.40万 | 0.97% | 14,951 | -1,075 | -6.7% | -$44.68万 | 减仓 |
| QQQ | INVESCO QQQ TR | $662.51万 | 1.03% | 8,997 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $684.18万 | 1.06% | 13,673 | 71 | 0.5% | $3.55万 | 加仓 |
| PEP | PEPSICO INC | $697.48万 | 1.08% | 51,513 | -320 | -0.6% | -$4.33万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $705.77万 | 1.10% | 226,934 | -2,879 | -1.3% | -$8.95万 | 减仓 |
| MCD | MCDONALDS CORP | $718.74万 | 1.12% | 26,590 | -454 | -1.7% | -$12.27万 | 减仓 |
| SYK | STRYKER CORPORATION | $718.83万 | 1.12% | 22,832 | -399 | -1.7% | -$12.56万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $751.12万 | 1.17% | 8,029 | -13 | -0.2% | -$1.22万 | 减仓 |