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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | Vanguard Short-Term Inflation-Protected ETF | $9,252.86万 | 16.68% | 1,852,424 | 30,947 | 1.7% | $154.58万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $3,090.65万 | 5.57% | 143,711 | -349 | -0.2% | -$7.51万 | 减仓 |
| VTV | Vanguard Value ETF | $3,037.73万 | 5.48% | 154,828 | -1,730 | -1.1% | -$33.94万 | 减仓 |
| DFIC | DFA International Core Equity 2 ETF | $2,056.43万 | 3.71% | 578,787 | -5,855 | -1.0% | -$20.80万 | 减仓 |
| FNDF | Schwab Fundamental Intl Lg Co ETF | $1,908.09万 | 3.44% | 389,963 | -4,879 | -1.2% | -$23.87万 | 减仓 |
| VBR | Vanguard Small-Cap Value ETF | $1,720.32万 | 3.10% | 79,186 | -1,290 | -1.6% | -$28.03万 | 减仓 |
| VGSH | Vanguard Short-Term Treasury ETF | $1,542.34万 | 2.78% | 263,468 | 6,169 | 2.4% | $36.11万 | 加仓 |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $1,530.21万 | 2.76% | 319,593 | 13,984 | 4.6% | $66.96万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $1,415.95万 | 2.55% | 49,240 | -1,139 | -2.3% | -$32.75万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Class B | $1,368.12万 | 2.47% | 28,550 | -284 | -1.0% | -$13.61万 | 减仓 |
| AAPL | Apple Inc | $893.68万 | 1.61% | 35,213 | -684 | -1.9% | -$17.36万 | 减仓 |
| SGOV | iShares 0 to 3 Month Treasury Bond ETF | $835.79万 | 1.51% | 83,031 | 441 | 0.5% | $4.44万 | 加仓 |
| NEE | Nextera Energy Inc | $810.12万 | 1.46% | 87,222 | -526 | -0.6% | -$4.89万 | 减仓 |
| RSPU | Invesco S&P 500 Equal Weight Utilts ETF | $783.75万 | 1.41% | 96,628 | 2,234 | 2.4% | $18.12万 | 加仓 |
| MSFT | Microsoft Corp | $772.91万 | 1.39% | 20,880 | -27 | -0.1% | -$9,995 | 减仓 |
| GD | General Dynamics Corp | $754.43万 | 1.36% | 21,981 | -387 | -1.7% | -$13.28万 | 减仓 |
| DFEM | DFA Emerging Market Core Equity 2 ETF | $749.75万 | 1.35% | 217,003 | -2,117 | -1.0% | -$7.31万 | 减仓 |
| CAT | Caterpillar Inc | $695.99万 | 1.25% | 9,824 | -506 | -4.9% | -$35.85万 | 减仓 |
| JNJ | Johnson & Johnson | $674.29万 | 1.22% | 27,585 | -935 | -3.3% | -$22.86万 | 减仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $632.60万 | 1.14% | 79,803 | -746 | -0.9% | -$5.91万 | 减仓 |
| DFLV | DFA U.S. Large Cap Value ETF | $623.48万 | 1.12% | 174,594 | 4,765 | 2.8% | $17.02万 | 加仓 |
| JPM | Jpmorgan Chase & Co | $617.18万 | 1.11% | 20,981 | -188 | -0.9% | -$5.53万 | 减仓 |
| RTX | Raytheon Technologies Ord | $608.12万 | 1.10% | 31,525 | -1,158 | -3.5% | -$22.34万 | 减仓 |
| PG | Procter & Gamble | $588.81万 | 1.06% | 40,765 | 68 | 0.2% | $9,822 | 加仓 |
| CGCP | Capital Group Core Plus Income ETF | $571.03万 | 1.03% | 255,608 | 22,346 | 9.6% | $49.92万 | 加仓 |
| VIGI | Vanguard Intl Div Apprec ETF | $545.07万 | 0.98% | 61,618 | -913 | -1.5% | -$8.08万 | 减仓 |
| — | DFA U.S. Targeted Value ETF | $544.16万 | 0.98% | 87,135 | 2,691 | 3.2% | $16.81万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $541.24万 | 0.98% | 16,871 | -58 | -0.3% | -$1.86万 | 减仓 |
| VT | Vanguard Total World Stock ETF | $532.50万 | 0.96% | 38,498 | -1,380 | -3.5% | -$19.09万 | 减仓 |
| MRK | Merck & Co Inc New | $494.34万 | 0.89% | 40,808 | -687 | -1.7% | -$8.32万 | 减仓 |
| CSCO | Cisco Systems Inc | $489.36万 | 0.88% | 63,070 | -1,218 | -1.9% | -$9.45万 | 减仓 |
| — | Honeywell International Inc | $462.84万 | 0.83% | 20,477 | -750 | -3.5% | -$16.95万 | 减仓 |
| CVX | Chevron Corporation | $419.34万 | 0.76% | 20,268 | -139 | -0.7% | -$2.88万 | 减仓 |
| AVGO | Broadcom Inc Com | $404.53万 | 0.73% | 13,070 | -276 | -2.1% | -$8.54万 | 减仓 |
| AMGN | Amgen Incorporated | $397.06万 | 0.72% | 11,285 | -336 | -2.9% | -$11.82万 | 减仓 |
| ITW | Illinois Tool Works Inc | $333.24万 | 0.60% | 12,724 | -78 | -0.6% | -$2.04万 | 减仓 |
| DHI | D.R. Horton Inc | $314.15万 | 0.57% | 22,894 | -189 | -0.8% | -$2.59万 | 减仓 |
| LNT | Alliant Energy Corp | $302.17万 | 0.54% | 42,109 | -113 | -0.3% | -$8,109 | 减仓 |
| BLK | Blackrock Inc | $293.13万 | 0.53% | 3,048 | -8 | -0.3% | -$7,694 | 减仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $289.16万 | 0.52% | 51,016 | 32,634 | 177.5% | $184.97万 | 加仓 |
| CTVA | Corteva Inc com | $280.50万 | 0.51% | 33,509 | -2,047 | -5.8% | -$17.14万 | 减仓 |
| PEP | Pepsico Incorporated | $274.02万 | 0.49% | 17,646 | 185 | 1.1% | $2.87万 | 加仓 |
| NOC | Northrop Grumman Corp | $271.33万 | 0.49% | 3,977 | -57 | -1.4% | -$3.89万 | 减仓 |
| BAC | Bank Of America Corp | $256.87万 | 0.46% | 52,692 | -1,149 | -2.1% | -$5.60万 | 减仓 |
| DIS | Walt Disney Co | $248.40万 | 0.45% | 25,773 | 690 | 2.8% | $6.65万 | 加仓 |
| AMZN | Amazon Com Inc | $242.30万 | 0.44% | 11,634 | -250 | -2.1% | -$5.21万 | 减仓 |
| HSY | The Hershey Co | $240.01万 | 0.43% | 11,545 | -106 | -0.9% | -$2.20万 | 减仓 |
| JCI | Johnson Controls Inc | $237.34万 | 0.43% | 18,069 | -304 | -1.7% | -$3.99万 | 减仓 |
| DUSB | Dimensional Ultrashort Fixed Income ETF | $230.88万 | 0.42% | 45,529 | 4,792 | 11.8% | $24.30万 | 加仓 |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | $229.47万 | 0.41% | 22,555 | -1,032 | -4.4% | -$10.50万 | 减仓 |
| UNP | Union Pacific Corp | $218.07万 | 0.39% | 8,988 | -23 | -0.3% | -$5,580 | 减仓 |
| UNH | Unitedhealth Group Inc | $205.73万 | 0.37% | 7,603 | -127 | -1.6% | -$3.44万 | 减仓 |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | $203.70万 | 0.37% | 16,367 | -326 | -2.0% | -$4.06万 | 减仓 |
| CACI | CACI International Inc | $202.27万 | 0.36% | 3,719 | -49 | -1.3% | -$2.66万 | 减仓 |
| BWZ | SPDR Blmbg ST Intrn TrsBd ETF | $195.20万 | 0.35% | 72,511 | 1,989 | 2.8% | $5.35万 | 加仓 |
| ZBH | Zimmer Biomet Hldgs | $193.06万 | 0.35% | 21,295 | 2,368 | 12.5% | $21.47万 | 加仓 |
| BDX | Becton Dickinson and Co | $170.33万 | 0.31% | 10,833 | 154 | 1.4% | $2.42万 | 加仓 |
| TGT | Target Corporation | $158.57万 | 0.29% | 13,083 | -37 | -0.3% | -$4,484 | 减仓 |
| CSX | CSX Corp | $155.87万 | 0.28% | 37,970 | -599 | -1.6% | -$2.46万 | 减仓 |
| VV | Vanguard Large-Cap ETF | $155.76万 | 0.28% | 5,212 | 888 | 20.5% | $26.54万 | 加仓 |
| TEL | Te Connectivity Ltd | $140.73万 | 0.25% | 6,733 | 13 | 0.2% | $2,717 | 加仓 |
| GUNR | FlexShares Mstar Glbl Upstrm Nat Res ETF | $137.90万 | 0.25% | 25,000 | -2,381 | -8.7% | -$13.13万 | 减仓 |
| SPYI | NEOS S&P 500 High Income ETF | $133.33万 | 0.24% | 27,006 | 27,006 | — | $133.33万 | 新建仓 |
| PDN | Invesco FTSE RAFI Dev Mkts ex-U.S. S/M ETF | $131.79万 | 0.24% | 30,388 | -663 | -2.1% | -$2.88万 | 减仓 |
| — | Exxon Mobil Corporation | $130.54万 | 0.24% | 7,694 | -1,004 | -11.5% | -$17.03万 | 减仓 |
| MDT | Medtronic Inc | $127.68万 | 0.23% | 14,616 | 548 | 3.9% | $4.79万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $123.01万 | 0.22% | 22,758 | -1,130 | -4.7% | -$6.11万 | 减仓 |
| GQRE | FlexShares Glbl Quality Real Estate ETF | $117.52万 | 0.21% | 19,670 | -262 | -1.3% | -$1.57万 | 减仓 |
| SCHR | Schwab Intermediate-Term U.S. Trs ETF | $117.11万 | 0.21% | 47,014 | -1,218 | -2.5% | -$3.03万 | 减仓 |
| ADBE | Adobe Systems Inc | $115.75万 | 0.21% | 4,762 | 508 | 11.9% | $12.35万 | 加仓 |
| GOOG | Alphabet Inc Class C | $113.60万 | 0.20% | 3,960 | -614 | -13.4% | -$17.61万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $109.91万 | 0.20% | 11,316 | 526 | 4.9% | $5.11万 | 加仓 |
| LKQ | LKQ Corp | $109.72万 | 0.20% | 37,358 | 1,717 | 4.8% | $5.04万 | 加仓 |
| VONE | Vanguard Russell 1000 ETF | $109.52万 | 0.20% | 3,711 | -149 | -3.9% | -$4.40万 | 减仓 |
| QLTY | GMO U.S. Quality ETF | $108.13万 | 0.19% | 29,838 | -1,018 | -3.3% | -$3.69万 | 减仓 |
| TDVG | T. Rowe Price Dividend Growth ETF | $106.58万 | 0.19% | 23,880 | -993 | -4.0% | -$4.43万 | 减仓 |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | $105.14万 | 0.19% | 29,543 | -57 | -0.2% | -$2,029 | 减仓 |
| DE | Deere & Co | $104.57万 | 0.19% | 1,851 | -160 | -8.0% | -$9.04万 | 减仓 |
| HII | Huntington Ingalls | $99.69万 | 0.18% | 2,624 | -714 | -21.4% | -$27.12万 | 减仓 |
| ENB | Enbridge Inc Com | $97.39万 | 0.18% | 17,989 | 91 | 0.5% | $4,927 | 加仓 |
| DCI | Donaldson Co Inc | $95.49万 | 0.17% | 11,251 | 23 | 0.2% | $1,952 | 加仓 |
| PFE | Pfizer Incorporated | $94.33万 | 0.17% | 33,594 | 1,149 | 3.5% | $3.23万 | 加仓 |
| ECL | Ecolab Inc | $93.52万 | 0.17% | 3,506 | -32 | -0.9% | -$8,536 | 减仓 |
| APD | Air Products & Chemicals Inc | $90.11万 | 0.16% | 3,102 | 91 | 3.0% | $2.64万 | 加仓 |
| SJM | J M Smucker Co | $88.69万 | 0.16% | 9,196 | 198 | 2.2% | $1.91万 | 加仓 |
| DFIV | Dimensional International Value ETF | $88.21万 | 0.16% | 16,713 | 89 | 0.5% | $4,697 | 加仓 |
| BAH | Booz Allen Hamilton | $87.10万 | 0.16% | 11,162 | 1,373 | 14.0% | $10.71万 | 加仓 |
| UPS | United Parcel Srvc | $87.10万 | 0.16% | 8,853 | 94 | 1.1% | $9,248 | 加仓 |
| AFL | Aflac Inc | $84.69万 | 0.15% | 7,719 | 165 | 2.2% | $1.81万 | 加仓 |
| WFC | Wells Fargo & Co New | $82.55万 | 0.15% | 10,369 | -455 | -4.2% | -$3.62万 | 减仓 |
| NTRS | Northern Trust Corp | $82.16万 | 0.15% | 5,853 | -131 | -2.2% | -$1.84万 | 减仓 |
| LOW | Lowes Companies Inc | $80.95万 | 0.15% | 3,426 | -314 | -8.4% | -$7.42万 | 减仓 |
| AMAT | Applied Materials Inc | $80.73万 | 0.15% | 2,362 | -163 | -6.5% | -$5.57万 | 减仓 |
| PAYX | Paychex Inc | $80.41万 | 0.14% | 8,729 | 1,832 | 26.6% | $16.88万 | 加仓 |
| VOO | Vanguard 500 ETF | $79.95万 | 0.14% | 1,338 | 117 | 9.6% | $6.99万 | 加仓 |
| SYY | Sysco Corporation | $79.87万 | 0.14% | 11,197 | 170 | 1.5% | $1.21万 | 加仓 |
| OMC | Omnicom Group Inc | $78.33万 | 0.14% | 10,292 | -97 | -0.9% | -$7,382 | 减仓 |
| CLX | Clorox | $78.18万 | 0.14% | 7,544 | 1,035 | 15.9% | $10.73万 | 加仓 |
| LNC | Lincoln National Corp. | $77.87万 | 0.14% | 21,934 | 21,934 | — | $77.87万 | 新建仓 |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $77.03万 | 0.14% | 27,659 | 222 | 0.8% | $6,183 | 加仓 |