STUDIO INVESTMENT MANAGEMENT LLC
CHICAGO IL · SEC CIK 0001893893
$5.92亿2026Q2 申报市值
181持仓数
48.2%前十大占比 · 第一大 15.9%
8 / 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+$221.57万
VGSH 加仓+$167.39万
VTIP 加仓+$85.06万
NKE 新建仓+$64.72万
GPC 新建仓+$63.75万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$233.04万
Exxon Mobil Corp 清仓-$130.54万
CAT 减仓-$112.56万
VBR 减仓-$100.45万
VTI 减仓-$99.28万
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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | Vanguard Short-Term Inflation-Protected ETF | $9,389.79万 | 15.87% | 1,869,358 | 16,934 | 0.9% | $85.06万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $3,372.95万 | 5.70% | 142,547 | -1,164 | -0.8% | -$27.54万 | 减仓 |
| VTV | Vanguard Value ETF | $3,361.84万 | 5.68% | 154,262 | -566 | -0.4% | -$12.33万 | 减仓 |
| DFIC | DFA International Core Equity 2 ETF | $2,131.23万 | 3.60% | 571,990 | -6,797 | -1.2% | -$25.33万 | 减仓 |
| FNDF | Schwab Fundamental Intl Lg Co ETF | $2,019.96万 | 3.41% | 382,858 | -7,105 | -1.8% | -$37.49万 | 减仓 |
| VBR | Vanguard Small-Cap Value ETF | $1,823.69万 | 3.08% | 75,052 | -4,134 | -5.2% | -$100.45万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $1,715.39万 | 2.90% | 48,000 | -1,240 | -2.5% | -$44.31万 | 减仓 |
| VGSH | Vanguard Short-Term Treasury ETF | $1,700.77万 | 2.87% | 292,229 | 28,761 | 10.9% | $167.39万 | 加仓 |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $1,570.53万 | 2.65% | 328,907 | 9,314 | 2.9% | $44.47万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Class B | $1,429.46万 | 2.42% | 28,567 | 17 | 0.1% | $8,507 | 加仓 |
| AAPL | Apple Inc | $1,009.36万 | 1.71% | 34,882 | -331 | -0.9% | -$9.58万 | 减仓 |
| CAT | Caterpillar Inc | $933.60万 | 1.58% | 8,767 | -1,057 | -10.8% | -$112.56万 | 减仓 |
| DFEM | DFA Emerging Market Core Equity 2 ETF | $914.49万 | 1.55% | 225,022 | 8,019 | 3.7% | $32.59万 | 加仓 |
| RSPU | Invesco S&P 500 Equal Weight Utilts ETF | $807.68万 | 1.37% | 99,554 | 2,926 | 3.0% | $23.74万 | 加仓 |
| MSFT | Microsoft Corp | $784.50万 | 1.33% | 21,031 | 151 | 0.7% | $5.63万 | 加仓 |
| GD | General Dynamics Corp | $776.49万 | 1.31% | 21,920 | -61 | -0.3% | -$2.16万 | 减仓 |
| SGOV | iShares 0 to 3 Month Treasury Bond ETF | $775.89万 | 1.31% | 77,073 | -5,958 | -7.2% | -$59.98万 | 减仓 |
| NEE | Nextera Energy Inc | $755.16万 | 1.28% | 86,038 | -1,184 | -1.4% | -$10.39万 | 减仓 |
| DFLV | DFA U S Large Cap Value ETF | $727.90万 | 1.23% | 184,091 | 9,497 | 5.4% | $37.55万 | 加仓 |
| JPM | Jpmorgan Chase & Co | $678.82万 | 1.15% | 20,738 | -243 | -1.2% | -$7.95万 | 减仓 |
| JNJ | Johnson & Johnson | $677.54万 | 1.15% | 26,678 | -907 | -3.3% | -$23.04万 | 减仓 |
| CSCO | Cisco Systems Inc | $668.24万 | 1.13% | 56,891 | -6,179 | -9.8% | -$72.58万 | 减仓 |
| — | DFA U S Targeted Value ETF | $632.73万 | 1.07% | 90,520 | 3,385 | 3.9% | $23.66万 | 加仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $627.72万 | 1.06% | 79,428 | -375 | -0.5% | -$2.96万 | 减仓 |
| PG | Procter & Gamble | $594.99万 | 1.01% | 40,575 | -190 | -0.5% | -$2.79万 | 减仓 |
| CGCP | Capital Group Core Plus Income ETF | $591.84万 | 1.00% | 265,518 | 9,910 | 3.9% | $22.09万 | 加仓 |
| RTX | Raytheon Technologies Ord | $582.19万 | 0.98% | 30,685 | -840 | -2.7% | -$15.94万 | 减仓 |
| VIGI | Vanguard Intl Div Apprec ETF | $557.65万 | 0.94% | 59,718 | -1,900 | -3.1% | -$17.74万 | 减仓 |
| VT | Vanguard Total World Stock ETF | $556.73万 | 0.94% | 35,472 | -3,026 | -7.9% | -$47.49万 | 减仓 |
| MRK | Merck & Co Inc New | $525.23万 | 0.89% | 40,605 | -203 | -0.5% | -$2.63万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $525.01万 | 0.89% | 14,188 | -2,683 | -15.9% | -$99.28万 | 减仓 |
| AVGO | Broadcom Inc Com | $464.41万 | 0.78% | 12,294 | -776 | -5.9% | -$29.31万 | 减仓 |
| AMGN | Amgen Incorporated | $406.01万 | 0.69% | 11,212 | -73 | -0.6% | -$2.64万 | 减仓 |
| DHI | D R Horton Inc | $358.84万 | 0.61% | 22,031 | -863 | -3.8% | -$14.06万 | 减仓 |
| ITW | Illinois Tool Works Inc | $342.82万 | 0.58% | 12,600 | -124 | -1.0% | -$3.37万 | 减仓 |
| CVX | Chevron Corporation | $334.25万 | 0.56% | 20,165 | -103 | -0.5% | -$1.71万 | 减仓 |
| LNT | Alliant Energy Corp | $318.56万 | 0.54% | 41,757 | -352 | -0.8% | -$2.69万 | 减仓 |
| UNH | Unitedhealth Group Inc | $316.67万 | 0.54% | 7,619 | 16 | 0.2% | $6,650 | 加仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $305.27万 | 0.52% | 54,050 | 3,034 | 5.9% | $17.14万 | 加仓 |
| BAC | Bank Of America Corp | $299.58万 | 0.51% | 52,576 | -116 | -0.2% | -$6,610 | 减仓 |
| BLK | Blackrock Inc | $293.76万 | 0.50% | 3,055 | 7 | 0.2% | $6,731 | 加仓 |
| DUSB | Dimensional Ultrashort Fixed Income ETF | $284.23万 | 0.48% | 55,972 | 10,443 | 22.9% | $53.03万 | 加仓 |
| CTVA | Corteva Inc com | $282.11万 | 0.48% | 33,311 | -198 | -0.6% | -$1.68万 | 减仓 |
| AMZN | Amazon Com Inc | $273.69万 | 0.46% | 11,483 | -151 | -1.3% | -$3.60万 | 减仓 |
| DIS | Walt Disney Co | $273.56万 | 0.46% | 28,203 | 2,430 | 9.4% | $23.57万 | 加仓 |
| JCI | Johnson Controls Inc | $259.75万 | 0.44% | 17,729 | -340 | -1.9% | -$4.98万 | 减仓 |
| VIOV | Vanguard S&P Small-Cap 600 Value ETF | $258.91万 | 0.44% | 22,067 | -488 | -2.2% | -$5.73万 | 减仓 |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | $244.58万 | 0.41% | 15,942 | -425 | -2.6% | -$6.52万 | 减仓 |
| PEP | Pepsico Incorporated | $242.56万 | 0.41% | 17,914 | 268 | 1.5% | $3.63万 | 加仓 |
| UNP | Union Pacific Corp | $240.23万 | 0.41% | 8,832 | -156 | -1.7% | -$4.24万 | 减仓 |
| VV | Vanguard Large-Cap ETF | $234.58万 | 0.40% | 6,821 | 1,609 | 30.9% | $55.34万 | 加仓 |
| HON | Honeywell International Inc | $225.44万 | 0.38% | 10,069 | -10,408 | -50.8% | -$233.04万 | 减仓 |
| HONA | Honeywell Aerospace Inc | $221.57万 | 0.37% | 10,022 | 10,022 | — | $221.57万 | 新建仓 |
| BWZ | SPDR Blmbg ST Intrn TrsBd ETF | $203.45万 | 0.34% | 76,055 | 3,544 | 4.9% | $9.48万 | 加仓 |
| HSY | The Hershey Co | $202.52万 | 0.34% | 11,543 | -2 | -0.0% | -$351 | 减仓 |
| NOC | Northrop Grumman Corp | $201.79万 | 0.34% | 3,962 | -15 | -0.4% | -$7,640 | 减仓 |
| ZBH | Zimmer Biomet Hldgs | $191.73万 | 0.32% | 22,209 | 914 | 4.3% | $7.89万 | 加仓 |
| BDX | Becton Dickinson and Co | $179.66万 | 0.30% | 11,872 | 1,039 | 9.6% | $15.72万 | 加仓 |
| CSX | CSX Corp | $178.55万 | 0.30% | 37,566 | -404 | -1.1% | -$1.92万 | 减仓 |
| CACI | CACI International Inc | $174.32万 | 0.29% | 3,763 | 44 | 1.2% | $2.04万 | 加仓 |
| TGT | Target Corporation | $167.18万 | 0.28% | 12,800 | -283 | -2.2% | -$3.70万 | 减仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $154.59万 | 0.26% | 25,899 | 3,141 | 13.8% | $18.75万 | 加仓 |
| SPYI | NEOS S&P 500 High Income ETF | $154.40万 | 0.26% | 29,082 | 2,076 | 7.7% | $11.02万 | 加仓 |
| FTNT | Fortinet Inc | $149.95万 | 0.25% | 9,761 | 800 | 8.9% | $12.29万 | 加仓 |
| EFA | iShares MSCI EAFE ETF | $146.53万 | 0.25% | 14,106 | 2,790 | 24.7% | $28.98万 | 加仓 |
| AMAT | Applied Materials Inc | $145.76万 | 0.25% | 2,016 | -346 | -14.6% | -$25.02万 | 减仓 |
| SCHR | Schwab Intermediate Term US Trs ETFvU | $140.37万 | 0.24% | 56,923 | 9,909 | 21.1% | $24.44万 | 加仓 |
| DFIV | Dimensional International Value ETF | $138.78万 | 0.23% | 25,691 | 8,978 | 53.7% | $48.50万 | 加仓 |
| TEL | Te Connectivity Ltd | $137.58万 | 0.23% | 6,824 | 91 | 1.4% | $1.83万 | 加仓 |
| PDN | Invesco FTSE RAFI Dev Mkts ex-U S SM ETF | $134.67万 | 0.23% | 29,938 | -450 | -1.5% | -$2.02万 | 减仓 |
| MDT | Medtronic Inc | $128.60万 | 0.22% | 16,289 | 1,673 | 11.4% | $13.21万 | 加仓 |
| GQRE | FlexShares Glbl Quality Real Estate ETF | $122.43万 | 0.21% | 19,130 | -540 | -2.7% | -$3.46万 | 减仓 |
| QLTY | GMO U S Quality ETF | $121.56万 | 0.21% | 29,154 | -684 | -2.3% | -$2.85万 | 减仓 |
| GOOG | Alphabet Inc Class C | $120.38万 | 0.20% | 3,407 | -553 | -14.0% | -$19.54万 | 减仓 |
| TCAF | T Rowe Price Capital Appreciation Equity ETF | $119.29万 | 0.20% | 29,024 | -519 | -1.8% | -$2.13万 | 减仓 |
| GUNR | FlexShares Mstar Glbl Upstrm Nat Res ETF | $115.54万 | 0.20% | 23,446 | -1,554 | -6.2% | -$7.66万 | 减仓 |
| ADBE | Adobe Systems Inc | $115.18万 | 0.19% | 5,618 | 856 | 18.0% | $17.55万 | 加仓 |
| VOO | Vanguard 500 ETF | $114.49万 | 0.19% | 1,667 | 329 | 24.6% | $22.60万 | 加仓 |
| TDVG | T Rowe Price Dividend Growth ETF | $113.80万 | 0.19% | 23,210 | -670 | -2.8% | -$3.29万 | 减仓 |
| VONE | Vanguard Russell 1000 ETF | $112.01万 | 0.19% | 3,307 | -404 | -10.9% | -$13.68万 | 减仓 |
| SJM | J M Smucker Co | $111.64万 | 0.19% | 9,924 | 728 | 7.9% | $8.19万 | 加仓 |
| LKQ | LKQ Corp | $106.28万 | 0.18% | 40,365 | 3,007 | 8.0% | $7.92万 | 加仓 |
| ABT | Abbott Laboratories | $105.28万 | 0.18% | 11,602 | 5,861 | 102.1% | $53.18万 | 加仓 |
| UPS | United Parcel Srvc | $103.95万 | 0.18% | 9,670 | 817 | 9.2% | $8.78万 | 加仓 |
| PAYX | Paychex Inc | $103.59万 | 0.18% | 10,535 | 1,806 | 20.7% | $17.76万 | 加仓 |
| DCI | Donaldson Co Inc | $102.45万 | 0.17% | 11,413 | 162 | 1.4% | $1.45万 | 加仓 |
| ECL | Ecolab Inc | $99.89万 | 0.17% | 3,576 | 70 | 2.0% | $1.96万 | 加仓 |
| NTRS | Northern Trust Corp | $99.86万 | 0.17% | 5,718 | -135 | -2.3% | -$2.36万 | 减仓 |
| SYY | Sysco Corporation | $99.73万 | 0.17% | 11,932 | 735 | 6.6% | $6.14万 | 加仓 |
| APD | Air Products & Chemicals Inc | $91.77万 | 0.16% | 3,130 | 28 | 0.9% | $8,209 | 加仓 |
| ENB | Enbridge Inc Com | $91.54万 | 0.15% | 16,886 | -1,103 | -6.1% | -$5.98万 | 减仓 |
| PFE | Pfizer Incorporated | $90.77万 | 0.15% | 37,694 | 4,100 | 12.2% | $9.87万 | 加仓 |
| AFL | Aflac Inc | $89.70万 | 0.15% | 7,650 | -69 | -0.9% | -$8,090 | 减仓 |
| DE | Deere & Co | $87.82万 | 0.15% | 1,381 | -470 | -25.4% | -$29.89万 | 减仓 |
| DISV | Dimensional International Small Cap Value ETF | $85.43万 | 0.14% | 21,289 | 6,223 | 41.3% | $24.97万 | 加仓 |
| DFAI | Dimensional International Core Equity Market ETF | $82.82万 | 0.14% | 20,077 | 4,321 | 27.4% | $17.82万 | 加仓 |
| LNC | Lincoln National Corp | $82.15万 | 0.14% | 23,239 | 1,305 | 5.9% | $4.61万 | 加仓 |
| FNDX | Schwab Fundamental U S Large Company ETF | $80.57万 | 0.14% | 25,908 | -1,751 | -6.3% | -$5.45万 | 减仓 |
| IBKR | Interactive Brokers Group Inc | $78.89万 | 0.13% | 9,064 | -543 | -5.7% | -$4.73万 | 减仓 |
| GS | Goldman Sachs Group Inc | $77.98万 | 0.13% | 771 | -35 | -4.3% | -$3.54万 | 减仓 |