SCHMIDT P J INVESTMENT MANAGEMENT INC
CEDARBURG WI · SEC CIK 0001008895
$5.95亿2026Q1 申报市值
212持仓数
40.7%前十大占比 · 第一大 6.5%
21 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SMLF 加仓+$475.68万
MSFT 加仓+$152.18万
CGHM 新建仓+$101.40万
FBND 加仓+$57.27万
BBUS 加仓+$56.26万
2026Q1 卖出最多 按季末市值估算
ROP 减仓-$166.99万
AVGO 减仓-$154.11万
VIG 减仓-$103.07万
LLY 减仓-$75.24万
SNDR 减仓-$55.21万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NANR | SPDR INDEX SHS FDS | $856.37万 | 1.44% | 101,949 | -1,440 | -1.4% | -$12.10万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $879.04万 | 1.48% | 60,858 | 287 | 0.5% | $4.15万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $887.02万 | 1.49% | 194,437 | 12,554 | 6.9% | $57.27万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $891.25万 | 1.50% | 80,394 | 412 | 0.5% | $4.57万 | 加仓 |
| MGC | VANGUARD WORLD FD | $893.07万 | 1.50% | 37,786 | -70 | -0.2% | -$1.65万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $923.37万 | 1.55% | 78,799 | 4,801 | 6.5% | $56.26万 | 加仓 |
| BLK | BLACKROCK INC | $958.78万 | 1.61% | 9,970 | 8 | 0.1% | $7,693 | 加仓 |
| V | VISA INC | $976.91万 | 1.64% | 32,322 | -241 | -0.7% | -$7.28万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,060.93万 | 1.78% | 33,348 | -46 | -0.1% | -$1.46万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,107.08万 | 1.86% | 119,194 | -1,107 | -0.9% | -$10.28万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,252.12万 | 2.11% | 71,796 | -779 | -1.1% | -$13.59万 | 减仓 |
| AMZN | AMAZON COM INC | $1,603.53万 | 2.70% | 76,993 | 251 | 0.3% | $5.23万 | 加仓 |
| LLY | ELI LILLY & CO | $1,743.48万 | 2.93% | 18,956 | -818 | -4.1% | -$75.24万 | 减仓 |
| GOVT | ISHARES TR | $1,888.74万 | 3.18% | 824,415 | 6,085 | 0.7% | $13.94万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $2,198.45万 | 3.70% | 834,009 | -20,945 | -2.4% | -$55.21万 | 减仓 |
| IGIB | ISHARES TR | $2,763.91万 | 4.65% | 519,337 | 5,165 | 1.0% | $27.49万 | 加仓 |
| AVGO | BROADCOM INC | $2,799.16万 | 4.71% | 90,438 | -4,979 | -5.2% | -$154.11万 | 减仓 |
| GOOG | ALPHABET INC | $2,823.93万 | 4.75% | 98,443 | -1,389 | -1.4% | -$39.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,311.27万 | 5.57% | 89,453 | 4,111 | 4.8% | $152.18万 | 加仓 |
| AAPL | APPLE INC | $3,838.05万 | 6.45% | 151,229 | -977 | -0.6% | -$24.80万 | 减仓 |