SIMS INVESTMENT MANAGEMENT, LLC
CINCINNATI OH · SEC CIK 0002053807
$3.23亿2026Q2 申报市值
184持仓数
85.5%前十大占比 · 第一大 30.5%
143 / 1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
VTV 加仓+$196.53万
CCL 新建仓+$160.56万
SCHX 加仓+$128.94万
JHSC 加仓+$125.63万
SCHO 加仓+$79.45万
2026Q2 卖出最多 按季末市值估算
CCL 清仓-$145.70万
QYLD 减仓-$101.95万
NVDA 重新持有-$101.85万
GOOGL 重新持有-$51.71万
META 减仓-$40.44万
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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $1.86万 | 0.01% | 362 | 362 | — | $1.86万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.04万 | 0.01% | 50 | 50 | — | $2.04万 | 新建仓 |
| BH | BIGLARI HLDGS INC | $2.13万 | 0.01% | 50 | 50 | — | $2.13万 | 新建仓 |
| INTC | INTEL CORP | $2.33万 | 0.01% | 250 | 250 | — | $2.33万 | 新建仓 |
| GEV | GE VERNOVA INC | $2.35万 | 0.01% | 20 | 20 | — | $2.35万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $2.70万 | 0.01% | 278 | 278 | — | $2.70万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $2.72万 | 0.01% | 142 | 142 | — | $2.72万 | 新建仓 |
| EFV | ISHARES TR | $2.79万 | 0.01% | 364 | 364 | — | $2.79万 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $2.79万 | 0.01% | 376 | 376 | — | $2.79万 | 新建仓 |
| CME | CME GROUP INC | $2.80万 | 0.01% | 127 | 127 | — | $2.80万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $2.92万 | 0.01% | 838 | 838 | — | $2.92万 | 新建仓 |
| XBIL | RBB FD INC | $3.00万 | 0.01% | 600 | 600 | — | $3.00万 | 新建仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $3.26万 | 0.01% | 365 | 365 | — | $3.26万 | 新建仓 |
| BA | BOEING CO | $3.46万 | 0.01% | 160 | 160 | — | $3.46万 | 新建仓 |
| QUAL | ISHARES TR | $3.64万 | 0.01% | 166 | 166 | — | $3.64万 | 新建仓 |
| HUM | HUMANA INC | $3.99万 | 0.01% | 100 | 100 | — | $3.99万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.04万 | 0.01% | 647 | 647 | — | $4.04万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $4.05万 | 0.01% | 51 | 51 | — | $4.05万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.18万 | 0.01% | 987 | 987 | — | $4.18万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $4.62万 | 0.01% | 40 | 40 | — | $4.62万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $4.68万 | 0.01% | 298 | 298 | — | $4.68万 | 新建仓 |
| FE | FIRSTENERGY CORP | $5.06万 | 0.02% | 1,065 | 1,065 | — | $5.06万 | 新建仓 |
| MPC | MARATHON PETE CORP | $5.11万 | 0.02% | 200 | 200 | — | $5.11万 | 新建仓 |
| JETS | ETF SER SOLUTIONS | $5.58万 | 0.02% | 1,679 | 1,679 | — | $5.58万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5.60万 | 0.02% | 199 | 199 | — | $5.60万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $5.75万 | 0.02% | 29 | 29 | — | $5.75万 | 新建仓 |
| ABBV | ABBVIE INC | $5.81万 | 0.02% | 231 | 231 | — | $5.81万 | 新建仓 |
| STT | STATE STR CORP | $5.90万 | 0.02% | 348 | 348 | — | $5.90万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $6.22万 | 0.02% | 772 | 772 | — | $6.22万 | 新建仓 |
| EVRG | EVERGY INC | $6.46万 | 0.02% | 747 | 747 | — | $6.46万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $6.50万 | 0.02% | 325 | -5,090 | -94.0% | -$101.85万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $7.29万 | 0.02% | 846 | 846 | — | $7.29万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7.32万 | 0.02% | 98 | 98 | — | $7.32万 | 新建仓 |
| IWB | ISHARES TR | $7.49万 | 0.02% | 183 | 183 | — | $7.49万 | 新建仓 |
| DIS | DISNEY WALT CO | $8.89万 | 0.03% | 911 | -1,925 | -67.9% | -$18.79万 | 减仓 |
| GOOG | ALPHABET INC | $9.07万 | 0.03% | 260 | 260 | — | $9.07万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $9.17万 | 0.03% | 1,073 | 1,073 | — | $9.17万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $9.75万 | 0.03% | 1,944 | 1,944 | — | $9.75万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $10.39万 | 0.03% | 1,355 | 1,355 | — | $10.39万 | 新建仓 |
| GOOGL | ALPHABET INC | $14.85万 | 0.05% | 420 | -1,462 | -77.7% | -$51.71万 | 重新持有 |
| GE | GE AEROSPACE | $14.91万 | 0.05% | 399 | 399 | — | $14.91万 | 新建仓 |
| — | EXXON MOBIL CORP | $16.08万 | 0.05% | 1,176 | -1,029 | -46.7% | -$14.07万 | 重新持有 |
| IJR | ISHARES TR | $18.35万 | 0.06% | 1,342 | 1,342 | — | $18.35万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $19.15万 | 0.06% | 1,306 | 1,306 | — | $19.15万 | 新建仓 |
| GM | GENERAL MTRS CO | $19.27万 | 0.06% | 2,500 | 0 | 0.0% | — | 重新持有 |
| PWV | INVESCO EXCHANGE TRADED FD T | $20.12万 | 0.06% | 2,655 | 2,655 | — | $20.12万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $20.25万 | 0.06% | 4,013 | 4,013 | — | $20.25万 | 新建仓 |
| IJH | ISHARES TR | $20.51万 | 0.06% | 2,855 | 2,855 | — | $20.51万 | 新建仓 |
| AMZN | AMAZON COM INC | $20.74万 | 0.06% | 869 | -829 | -48.8% | -$19.78万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $22.86万 | 0.07% | 7,894 | 7,894 | — | $22.86万 | 新建仓 |
| MSFT | MICROSOFT CORP | $24.73万 | 0.08% | 663 | -721 | -52.1% | -$26.89万 | 重新持有 |
| IJS | ISHARES TR | $26.15万 | 0.08% | 1,923 | -80 | -4.0% | -$1.09万 | 减仓 |
| VB | VANGUARD INDEX FDS | $30.00万 | 0.09% | 990 | -46 | -4.4% | -$1.39万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $31.75万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $34.27万 | 0.11% | 926 | 37 | 4.2% | $1.37万 | 加仓 |
| AAPL | APPLE INC | $46.35万 | 0.14% | 1,624 | 336 | 26.1% | $9.59万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $51.13万 | 0.16% | 3,654 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.00万 | 0.18% | 1,179 | 100 | 9.3% | $5.00万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $66.37万 | 0.21% | 9,041 | -605 | -6.3% | -$4.44万 | 减仓 |
| VGT | VANGUARD WORLD FD | $66.93万 | 0.21% | 5,600 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $70.29万 | 0.22% | 33,000 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $89.15万 | 0.28% | 24,180 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $92.15万 | 0.28% | 1,636 | -718 | -30.5% | -$40.44万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $94.06万 | 0.29% | 50,462 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $101.76万 | 0.31% | 2,448 | 187 | 8.3% | $7.77万 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WR | $156.14万 | 0.48% | 100,475 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $160.56万 | 0.50% | 56,199 | 56,199 | — | $160.56万 | 新建仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $207.69万 | 0.64% | 37,108 | -50 | -0.1% | -$2,799 | 减仓 |
| TSLA | TESLA INC | $238.40万 | 0.74% | 5,668 | 78 | 1.4% | $3.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $245.73万 | 0.76% | 3,578 | 30 | 0.8% | $2.06万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $314.36万 | 0.97% | 39,777 | 6,115 | 18.2% | $48.33万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $359.39万 | 1.11% | 49,805 | 1,875 | 3.9% | $13.53万 | 加仓 |
| TLT | ISHARES TR | $402.36万 | 1.24% | 46,558 | 1,383 | 3.1% | $11.95万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $574.49万 | 1.78% | 386,085 | -1,844 | -0.5% | -$2.74万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $692.25万 | 2.14% | 31,765 | 9,018 | 39.6% | $196.53万 | 加仓 |
| SMH | VANECK ETF TRUST | $717.70万 | 2.22% | 10,942 | -364 | -3.2% | -$23.88万 | 减仓 |
| QQQ | INVESCO QQQ TR | $781.74万 | 2.42% | 10,616 | -19 | -0.2% | -$1.40万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,099.67万 | 3.40% | 455,538 | 32,913 | 7.8% | $79.45万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,510.08万 | 4.67% | 49,842 | 1,599 | 3.3% | $48.45万 | 加仓 |
| XYLD | GLOBAL X FDS | $1,788.80万 | 5.53% | 438,538 | 11,556 | 2.7% | $47.14万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,804.18万 | 5.58% | 568,963 | 11,155 | 2.0% | $35.37万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $1,822.25万 | 5.63% | 375,257 | 25,871 | 7.4% | $125.63万 | 加仓 |
| QYLD | GLOBAL X FDS | $2,014.38万 | 6.23% | 1,092,989 | -55,319 | -4.8% | -$101.95万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $6,266.58万 | 19.38% | 1,734,453 | -316 | -0.0% | -$1.14万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $9,858.77万 | 30.48% | 3,349,904 | 43,812 | 1.3% | $128.94万 | 加仓 |