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 |
|---|---|---|---|---|---|---|---|---|
| NANR | SPDR INDEX SHS FDS | $755.05万 | 1.17% | 100,006 | -1,943 | -1.9% | -$14.67万 | 减仓 |
| UNP | UNION PAC CORP | $771.45万 | 1.20% | 28,362 | -289 | -1.0% | -$7.86万 | 减仓 |
| GWW | WW GRAINGER INC | $780.19万 | 1.21% | 5,735 | -26 | -0.5% | -$3.54万 | 减仓 |
| IYW | ISHARES TR | $830.61万 | 1.29% | 32,931 | -685 | -2.0% | -$17.28万 | 减仓 |
| ABBV | ABBVIE INC | $854.49万 | 1.33% | 33,957 | -733 | -2.1% | -$18.45万 | 减仓 |
| SMLF | ISHARES TR | $860.46万 | 1.34% | 96,529 | 4,059 | 4.4% | $36.18万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $880.17万 | 1.37% | 82,159 | 1,765 | 2.2% | $18.91万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $887.37万 | 1.38% | 60,513 | -345 | -0.6% | -$5.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $948.47万 | 1.47% | 28,976 | -29 | -0.1% | -$9,493 | 减仓 |
| BLK | BLACKROCK INC | $955.86万 | 1.49% | 9,941 | -29 | -0.3% | -$2.79万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $961.64万 | 1.49% | 211,396 | 16,959 | 8.7% | $77.15万 | 加仓 |
| MGC | VANGUARD WORLD FD | $996.10万 | 1.55% | 36,403 | -1,383 | -3.7% | -$37.84万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,044.99万 | 1.62% | 119,060 | -134 | -0.1% | -$1.18万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,047.34万 | 1.63% | 77,742 | -1,057 | -1.3% | -$14.24万 | 减仓 |
| V | VISA INC | $1,107.83万 | 1.72% | 32,290 | -32 | -0.1% | -$1.10万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,142.84万 | 1.78% | 28,774 | -4,574 | -13.7% | -$181.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,277.04万 | 1.99% | 63,823 | -7,973 | -11.1% | -$159.53万 | 减仓 |
| AMZN | AMAZON COM INC | $1,740.50万 | 2.71% | 73,026 | -3,967 | -5.2% | -$94.55万 | 减仓 |
| GOVT | ISHARES TR | $1,891.82万 | 2.94% | 830,475 | 6,060 | 0.7% | $13.80万 | 加仓 |
| LLY | ELI LILLY & CO | $2,249.27万 | 3.50% | 18,753 | -203 | -1.1% | -$24.35万 | 减仓 |
| IGIB | ISHARES TR | $2,848.11万 | 4.43% | 535,661 | 16,324 | 3.1% | $86.79万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $2,974.45万 | 4.62% | 814,249 | -19,760 | -2.4% | -$72.18万 | 减仓 |
| AVGO | BROADCOM INC | $3,036.87万 | 4.72% | 80,394 | -10,044 | -11.1% | -$379.41万 | 减仓 |
| GOOG | ALPHABET INC | $3,131.57万 | 4.87% | 88,630 | -9,813 | -10.0% | -$346.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,316.38万 | 5.15% | 88,906 | -547 | -0.6% | -$20.40万 | 减仓 |
| AAPL | APPLE INC | $4,310.97万 | 6.70% | 148,983 | -2,246 | -1.5% | -$64.99万 | 减仓 |