STUDIO INVESTMENT MANAGEMENT LLC
CHICAGO IL · SEC CIK 0001893893
$5.55亿2026Q1 申报市值
184持仓数
48.5%前十大占比 · 第一大 16.7%
6 / 3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
JEPI 加仓+$184.97万
VTIP 加仓+$154.58万
SPYI 新建仓+$133.33万
LNC 新建仓+$77.87万
DFSD 加仓+$66.96万
2026Q1 卖出最多 按季末市值估算
CHRW 减仓-$95.96万
AES 清仓-$85.34万
CAT 减仓-$35.85万
VTV 减仓-$33.94万
GOOGL 减仓-$32.75万
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 |
|---|---|---|---|---|---|---|---|---|
| AES | The AES Corp. | $0 | 0.00% | 0 | -59,511 | -100.0% | -$85.34万 | 清仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $0 | 0.00% | 0 | -1,837 | -100.0% | -$21.92万 | 清仓 |
| — | Constellation Software Inc | $0 | 0.00% | 0 | -89 | -100.0% | -$21.42万 | 清仓 |
| — | Ufood Restaurant Group Inc. | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | Daybreak Oil & Gas Inc | $30 | 0.00% | 295,000 | 0 | 0.0% | — | 不变 |
| — | Chill Brands Group PLC | $189 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Inc | $21.23万 | 0.04% | 491 | 2 | 0.4% | $865 | 加仓 |
| EMR | Emerson Electric Co | $21.29万 | 0.04% | 1,625 | -21 | -1.3% | -$2,751 | 减仓 |
| — | Dimensional US Small Cap Value ETF | $21.41万 | 0.04% | 6,110 | 6,110 | — | $21.41万 | 新建仓 |
| STZ | Constellation Brand | $21.48万 | 0.04% | 1,432 | 1,432 | — | $21.48万 | 新建仓 |
| IEX | Idex Corp | $21.51万 | 0.04% | 1,135 | -6 | -0.5% | -$1,137 | 减仓 |
| MCD | Mc Donalds Corp | $21.82万 | 0.04% | 702 | -6 | -0.8% | -$1,865 | 减仓 |
| NFLX | Netflix Inc | $22.28万 | 0.04% | 2,317 | 8 | 0.3% | $769 | 加仓 |
| INTC | Intel Corp | $22.73万 | 0.04% | 5,150 | 5,150 | — | $22.73万 | 新建仓 |
| — | Heineken NV | $23.36万 | 0.04% | 6,070 | 57 | 0.9% | $2,193 | 加仓 |
| QQQ | Invesco QQQ Trust ETF | $24.30万 | 0.04% | 421 | 0 | 0.0% | — | 不变 |
| LUV | Southwest Airlines | $24.63万 | 0.04% | 6,525 | -271 | -4.0% | -$1.02万 | 减仓 |
| LSTR | Landstar System Inc | $24.66万 | 0.04% | 1,538 | -4 | -0.3% | -$641 | 减仓 |
| NSIT | Insight Enterprises Inc | $24.97万 | 0.05% | 3,726 | 171 | 4.8% | $1.15万 | 加仓 |
| AAP | Advance Auto Parts | $24.98万 | 0.05% | 4,735 | 466 | 10.9% | $2.46万 | 重新持有 |
| JBHT | JB Hunt Transport Services Inc | $25.05万 | 0.05% | 1,182 | -29 | -2.4% | -$6,145 | 减仓 |
| SBUX | Starbucks Corp | $25.16万 | 0.05% | 2,808 | -37 | -1.3% | -$3,315 | 减仓 |
| TDY | Teledyne Technologies Inc | $25.23万 | 0.05% | 417 | -2 | -0.5% | -$1,210 | 减仓 |
| WAT | Waters Corp | $25.46万 | 0.05% | 855 | 855 | — | $25.46万 | 新建仓 |
| COF | Capital One Financial Corp | $25.96万 | 0.05% | 1,423 | 20 | 1.4% | $3,649 | 加仓 |
| PMBS | PIMCO Mortgage-Backed Securities Act ETF | $26.02万 | 0.05% | 5,246 | 1,171 | 28.7% | $5.81万 | 加仓 |
| CVNA | Carvana Co | $27.10万 | 0.05% | 862 | 0 | 0.0% | — | 不变 |
| EVSD | Eaton Vance Short Duration Income ETF | $27.13万 | 0.05% | 5,306 | 1,256 | 31.0% | $6.42万 | 加仓 |
| IFF | International Flavors & Fragrances Inc | $27.16万 | 0.05% | 3,723 | -55 | -1.5% | -$4,012 | 减仓 |
| GNTX | Gentex Corp | $27.47万 | 0.05% | 12,573 | 1,155 | 10.1% | $2.52万 | 加仓 |
| MSI | Motorola Solutions Inc | $27.50万 | 0.05% | 632 | -16 | -2.5% | -$6,963 | 减仓 |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $28.31万 | 0.05% | 3,594 | 441 | 14.0% | $3.47万 | 加仓 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $28.65万 | 0.05% | 9,836 | 1,247 | 14.5% | $3.63万 | 加仓 |
| JSML | Janus Henderson Small Cap Gr Alpha ETF | $29.41万 | 0.05% | 4,197 | 638 | 17.9% | $4.47万 | 加仓 |
| BMO | Bank Montreal Que Com | $29.44万 | 0.05% | 2,175 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp | $29.73万 | 0.05% | 1,565 | 35 | 2.3% | $6,650 | 加仓 |
| VFMF | Vanguard U.S. Multifactor ETF | $30.10万 | 0.05% | 1,941 | 123 | 6.8% | $1.91万 | 加仓 |
| DLN | WisdomTree LargeCap Dividend ETF | $31.70万 | 0.06% | 3,549 | 275 | 8.4% | $2.46万 | 加仓 |
| MMM | 3M Company | $31.72万 | 0.06% | 2,184 | 38 | 1.8% | $5,519 | 加仓 |
| ACN | Accenture Plc | $31.79万 | 0.06% | 1,603 | 60 | 3.9% | $1.19万 | 加仓 |
| CDW | CDW Corp | $32.17万 | 0.06% | 2,658 | 141 | 5.6% | $1.71万 | 加仓 |
| FTV | Fortive Corp Com | $32.60万 | 0.06% | 5,898 | -54 | -0.9% | -$2,985 | 减仓 |
| MCHP | Microchip Technology | $32.76万 | 0.06% | 5,070 | -18 | -0.4% | -$1,163 | 减仓 |
| GLD | SPDR Gold Shares | $33.13万 | 0.06% | 770 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc | $33.75万 | 0.06% | 686 | 1 | 0.1% | $492 | 加仓 |
| SCHW | Charles Schwab Corp | $34.54万 | 0.06% | 3,675 | -6 | -0.2% | -$564 | 减仓 |
| — | LVMH Moet Hennessy Louis Vuitton SE | $34.56万 | 0.06% | 3,164 | 112 | 3.7% | $1.22万 | 加仓 |
| CPRT | Copart Inc | $35.14万 | 0.06% | 10,583 | 411 | 4.0% | $1.36万 | 加仓 |
| ONB | Old National Bancorp | $37.95万 | 0.07% | 17,170 | 0 | 0.0% | — | 不变 |
| HSIC | Henry Schein Inc | $38.10万 | 0.07% | 5,170 | -21 | -0.4% | -$1,548 | 减仓 |
| — | Dimensional International Vector Equity ETF | $38.96万 | 0.07% | 5,769 | 1,273 | 28.3% | $8.60万 | 加仓 |
| TTWO | Take-Two Interactive Software Inc | $40.15万 | 0.07% | 2,033 | 35 | 1.8% | $6,913 | 加仓 |
| MKL | Markel Group Inc | $40.20万 | 0.07% | 210 | -1 | -0.5% | -$1,914 | 减仓 |
| EVTR | Eaton Vance Total Return Bond ETF | $41.57万 | 0.07% | 8,159 | 1,850 | 29.3% | $9.43万 | 加仓 |
| NDSN | Nordson Corp | $41.90万 | 0.08% | 1,570 | -39 | -2.4% | -$1.04万 | 减仓 |
| OSEA | Harbor International Compounders ETF | $42.08万 | 0.08% | 14,534 | -9 | -0.1% | -$261 | 减仓 |
| — | Electronic Arts Inc | $42.08万 | 0.08% | 2,064 | -19 | -0.9% | -$3,874 | 减仓 |
| MIDD | The Middleby Corp | $42.29万 | 0.08% | 3,190 | -22 | -0.7% | -$2,917 | 减仓 |
| SCHD | Schwab U.S. Dividend Equity ETF | $42.33万 | 0.08% | 13,797 | 167 | 1.2% | $5,124 | 加仓 |
| ZBRA | Zebra Technologies | $42.49万 | 0.08% | 2,032 | 346 | 20.5% | $7.23万 | 加仓 |
| ARW | Arrow Electronics | $43.17万 | 0.08% | 3,010 | -84 | -2.7% | -$1.20万 | 减仓 |
| LMT | Lockheed Martin Corp | $43.58万 | 0.08% | 721 | -32 | -4.2% | -$1.93万 | 减仓 |
| NSRGY | Nestle SA (ADR) | $44.73万 | 0.08% | 4,514 | 31 | 0.7% | $3,072 | 加仓 |
| BRO | Brown & Brown Inc | $44.77万 | 0.08% | 6,865 | 253 | 3.8% | $1.65万 | 加仓 |
| UBS | UBS Group AG | $44.87万 | 0.08% | 11,484 | -28 | -0.2% | -$1,094 | 减仓 |
| GIS | General Mills Inc | $45.42万 | 0.08% | 12,204 | -1,035 | -7.8% | -$3.85万 | 减仓 |
| V | Visa Inc Cl A | $47.66万 | 0.09% | 1,577 | 14 | 0.9% | $4,231 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $51.97万 | 0.09% | 4,181 | -307 | -6.8% | -$3.82万 | 减仓 |
| PYLD | PIMCO Multisector Bond Active ETF | $52.15万 | 0.09% | 19,905 | 4,171 | 26.5% | $10.93万 | 加仓 |
| SPTL | SPDR Portfolio Long Term Treasury ETF | $53.54万 | 0.10% | 20,359 | 790 | 4.0% | $2.08万 | 加仓 |
| HLI | Houlihan Lokey Inc | $54.02万 | 0.10% | 3,761 | 47 | 1.3% | $6,750 | 加仓 |
| EXPD | Expeditors International of Washington Inc | $55.00万 | 0.10% | 3,840 | -119 | -3.0% | -$1.70万 | 减仓 |
| CBRE | CBRE Group Inc | $56.61万 | 0.10% | 4,179 | -17 | -0.4% | -$2,303 | 减仓 |
| ABT | Abbott Laboratories | $58.94万 | 0.11% | 5,741 | 815 | 16.5% | $8.37万 | 加仓 |
| SF | Stifel Financial Corp | $59.00万 | 0.11% | 7,982 | -42 | -0.5% | -$3,068 | 减仓 |
| CHRW | C H Robinson Worldwide Inc | $59.07万 | 0.11% | 3,543 | -5,756 | -61.9% | -$95.96万 | 减仓 |
| DISV | Dimensional International Small Cap Value ETF | $59.42万 | 0.11% | 15,066 | 1,540 | 11.4% | $6.07万 | 加仓 |
| LFUS | Littelfuse Inc | $59.45万 | 0.11% | 1,752 | -81 | -4.4% | -$2.75万 | 减仓 |
| BNY | Bank Of New York Mellon Co | $59.77万 | 0.11% | 5,038 | -88 | -1.7% | -$1.04万 | 减仓 |
| META | Meta Platforms Inc Class A | $59.79万 | 0.11% | 1,045 | -4 | -0.4% | -$2,289 | 减仓 |
| DFAI | Dimensional International Core Equity Market ETF | $61.39万 | 0.11% | 15,756 | 339 | 2.2% | $1.32万 | 加仓 |
| IBKR | Interactive Brokers Group Inc | $64.43万 | 0.12% | 9,607 | -148 | -1.5% | -$9,926 | 减仓 |
| ORCL | Oracle Corporation | $66.76万 | 0.12% | 4,538 | 807 | 21.6% | $11.87万 | 加仓 |
| GS | Goldman Sachs Group Inc | $68.19万 | 0.12% | 806 | -18 | -2.2% | -$1.52万 | 减仓 |
| USB | U S Bancorp Del New | $69.80万 | 0.13% | 13,287 | -790 | -5.6% | -$4.15万 | 减仓 |
| FTNT | Fortinet Inc. | $73.23万 | 0.13% | 8,961 | 1,987 | 28.5% | $16.24万 | 加仓 |
| BILS | SPDR Bloomberg Barclay's 3 to 12 Month TBill ETF | $75.18万 | 0.14% | 7,560 | -1,032 | -12.0% | -$10.26万 | 减仓 |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $77.03万 | 0.14% | 27,659 | 222 | 0.8% | $6,183 | 加仓 |
| LNC | Lincoln National Corp. | $77.87万 | 0.14% | 21,934 | 21,934 | — | $77.87万 | 新建仓 |
| CLX | Clorox | $78.18万 | 0.14% | 7,544 | 1,035 | 15.9% | $10.73万 | 加仓 |
| OMC | Omnicom Group Inc | $78.33万 | 0.14% | 10,292 | -97 | -0.9% | -$7,382 | 减仓 |
| SYY | Sysco Corporation | $79.87万 | 0.14% | 11,197 | 170 | 1.5% | $1.21万 | 加仓 |
| VOO | Vanguard 500 ETF | $79.95万 | 0.14% | 1,338 | 117 | 9.6% | $6.99万 | 加仓 |
| PAYX | Paychex Inc | $80.41万 | 0.14% | 8,729 | 1,832 | 26.6% | $16.88万 | 加仓 |
| AMAT | Applied Materials Inc | $80.73万 | 0.15% | 2,362 | -163 | -6.5% | -$5.57万 | 减仓 |
| LOW | Lowes Companies Inc | $80.95万 | 0.15% | 3,426 | -314 | -8.4% | -$7.42万 | 减仓 |
| NTRS | Northern Trust Corp | $82.16万 | 0.15% | 5,853 | -131 | -2.2% | -$1.84万 | 减仓 |
| WFC | Wells Fargo & Co New | $82.55万 | 0.15% | 10,369 | -455 | -4.2% | -$3.62万 | 减仓 |
| AFL | Aflac Inc | $84.69万 | 0.15% | 7,719 | 165 | 2.2% | $1.81万 | 加仓 |
| UPS | United Parcel Srvc | $87.10万 | 0.16% | 8,853 | 94 | 1.1% | $9,248 | 加仓 |