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 |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA | $24.65万 | 0.04% | 1,191 | 1,191 | — | $24.65万 | 新建仓 |
| IBTH | ISHARES TR | $24.41万 | 0.04% | 10,913 | 20 | 0.2% | $447 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $24.10万 | 0.04% | 4,587 | 724 | 18.7% | $3.80万 | 加仓 |
| GIS | GENERAL MILLS INC | $23.33万 | 0.04% | 6,705 | -553 | -7.6% | -$1.92万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $22.90万 | 0.04% | 3,959 | -192 | -4.6% | -$1.11万 | 减仓 |
| IFRA | ISHARES TR | $22.69万 | 0.04% | 3,600 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $22.62万 | 0.04% | 2,987 | -1,299 | -30.3% | -$9.84万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $22.57万 | 0.04% | 610 | -22 | -3.5% | -$8,141 | 减仓 |
| VB | VANGUARD INDEX FDS | $22.31万 | 0.03% | 736 | 736 | — | $22.31万 | 新建仓 |
| PWR | QUANTA SVCS INC | $21.60万 | 0.03% | 300 | 300 | — | $21.60万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $21.48万 | 0.03% | 752 | 752 | — | $21.48万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $21.15万 | 0.03% | 2,200 | 2,200 | — | $21.15万 | 新建仓 |
| KLAC | KLA CORP | $21.12万 | 0.03% | 700 | 700 | — | $21.12万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.74万 | 0.03% | 3,600 | -150 | -4.0% | -$8,643 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $10.01万 | 0.02% | 10,854 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -15,924 | -100.0% | -$99.92万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -4,696 | -100.0% | -$49.10万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -652 | -100.0% | -$27.73万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,965 | -100.0% | -$25.99万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,695 | -100.0% | -$24.42万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -1,143 | -100.0% | -$21.11万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -590 | -100.0% | -$20.88万 | 清仓 |
| BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | -2,950 | -100.0% | -$20.48万 | 清仓 |
| GAB | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$12.88万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.45万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$161 | 清仓 |