SIMS INVESTMENT MANAGEMENT, LLC
CINCINNATI OH · SEC CIK 0002053807
$2.72亿2026Q1 申报市值
35持仓数
87.0%前十大占比 · 第一大 31.1%
2 / 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
VTV 新建仓+$446.30万
JHSC 加仓+$117.69万
XSSPX 新建仓+$81.09万
QYLD 加仓+$63.80万
XYLD 加仓+$55.43万
2026Q1 卖出最多 按季末市值估算
SCHX 减仓-$293.17万
SCHA 减仓-$280.88万
SCHD 减仓-$189.76万
QQQ 减仓-$94.25万
NUVEEN S&P 500 B 清仓-$88.35万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $8,476.82万 | 31.15% | 3,306,092 | -114,340 | -3.3% | -$293.17万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $5,044.71万 | 18.54% | 1,734,769 | -96,590 | -5.3% | -$280.88万 | 减仓 |
| QYLD | GLOBAL X FDS | $1,969.35万 | 7.24% | 1,148,308 | 37,203 | 3.3% | $63.80万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,711.36万 | 6.29% | 557,808 | -61,850 | -10.0% | -$189.76万 | 减仓 |
| XYLD | GLOBAL X FDS | $1,670.78万 | 6.14% | 426,982 | 14,166 | 3.4% | $55.43万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $1,498.52万 | 5.51% | 349,386 | 27,440 | 8.5% | $117.69万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,146.34万 | 4.21% | 48,243 | 1,094 | 2.3% | $26.00万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,025.71万 | 3.77% | 422,625 | 11,782 | 2.9% | $28.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $613.81万 | 2.26% | 10,635 | -1,633 | -13.3% | -$94.25万 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $530.30万 | 1.95% | 387,929 | -982 | -0.3% | -$1.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $446.30万 | 1.64% | 22,747 | 22,747 | — | $446.30万 | 新建仓 |
| SMH | VANECK ETF TRUST | $433.48万 | 1.59% | 11,306 | -684 | -5.7% | -$26.23万 | 减仓 |
| TLT | ISHARES TR | $391.62万 | 1.44% | 45,175 | 4,950 | 12.3% | $42.91万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $344.76万 | 1.27% | 47,930 | 2,328 | 5.1% | $16.75万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $266.84万 | 0.98% | 33,662 | 204 | 0.6% | $1.62万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $212.00万 | 0.78% | 3,548 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $207.81万 | 0.76% | 5,590 | -288 | -4.9% | -$10.71万 | 减仓 |
| CCL | CARNIVAL CORP | $145.70万 | 0.54% | 56,299 | 470 | 0.8% | $1.22万 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WR | $144.88万 | 0.53% | 100,475 | 0 | 0.0% | — | 不变 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $136.11万 | 0.50% | 37,158 | 260 | 0.7% | $9,524 | 加仓 |
| META | META PLATFORMS INC | $134.68万 | 0.49% | 2,354 | -465 | -16.5% | -$26.60万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $81.09万 | 0.30% | 50,462 | 50,462 | — | $81.09万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $74.86万 | 0.28% | 24,180 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $71.03万 | 0.26% | 9,646 | -3 | -0.0% | -$221 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $61.17万 | 0.22% | 2,261 | 60 | 2.7% | $1.62万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $58.58万 | 0.22% | 33,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $51.71万 | 0.19% | 1,079 | -10 | -0.9% | -$4,792 | 减仓 |
| VGT | VANGUARD WORLD FD | $48.84万 | 0.18% | 700 | -6 | -0.8% | -$4,186 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $46.67万 | 0.17% | 3,654 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $33.23万 | 0.12% | 1,288 | -1,655 | -56.2% | -$42.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $28.52万 | 0.10% | 889 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $27.52万 | 0.10% | 1,000 | -10 | -1.0% | -$2,752 | 减仓 |
| DIS | DISNEY WALT CO | $27.46万 | 0.10% | 2,836 | -175 | -5.8% | -$1.69万 | 减仓 |
| VB | VANGUARD INDEX FDS | $27.13万 | 0.10% | 1,036 | 3 | 0.3% | $786 | 加仓 |
| IJS | ISHARES TR | $23.76万 | 0.09% | 2,003 | -279 | -12.2% | -$3.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -60,100 | -100.0% | -$88.35万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -891 | -100.0% | -$28.71万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -201 | -100.0% | -$21.60万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |