J.E. Simmons & Co., P.C.
DALLAS TX · SEC CIK 0002111381
$1.77亿2026Q2 申报市值
72持仓数
74.3%前十大占比 · 第一大 20.4%
6 / 2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
IUSB 加仓+$48.27万
AMD 新建仓+$44.21万
CORO 加仓+$35.87万
GLAS 新建仓+$33.94万
MU 新建仓+$24.01万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$58.64万
VCLT 清仓-$53.30万
ELMD 减仓-$38.07万
FNDX 减仓-$22.89万
KR 清仓-$21.42万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,620.28万 | 20.40% | 48,342 | -783 | -1.6% | -$58.64万 | 减仓 |
| ELMD | ELECTROMED INC | $2,046.57万 | 11.53% | 483,822 | -9,000 | -1.8% | -$38.07万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1,284.51万 | 7.24% | 489,712 | -2,909 | -0.6% | -$7.63万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,273.12万 | 7.17% | 409,362 | -7,361 | -1.8% | -$22.89万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,225.08万 | 6.90% | 232,199 | -3,781 | -1.6% | -$19.95万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,069.91万 | 6.03% | 157,317 | -2,016 | -1.3% | -$13.71万 | 减仓 |
| IUSB | ISHARES TR | $742.41万 | 4.18% | 160,869 | 10,459 | 7.0% | $48.27万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $706.92万 | 3.98% | 134,090 | -2,517 | -1.8% | -$13.27万 | 减仓 |
| QQQ | INVESCO QQQ TR | $639.34万 | 3.60% | 8,682 | -20 | -0.2% | -$1.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $577.18万 | 3.25% | 96,696 | -1,869 | -1.9% | -$11.16万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $485.66万 | 2.74% | 132,693 | 9,800 | 8.0% | $35.87万 | 加仓 |
| QUAL | ISHARES TR | $418.96万 | 2.36% | 19,093 | -111 | -0.6% | -$2.44万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $274.58万 | 1.55% | 81,142 | -1,331 | -1.6% | -$4.50万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $206.81万 | 1.17% | 29,026 | -325 | -1.1% | -$2.32万 | 减仓 |
| — | MATTHEWS ASIA FDS | $200.27万 | 1.13% | 34,625 | -822 | -2.3% | -$4.75万 | 减仓 |
| EMXC | ISHARES INC | $148.59万 | 0.84% | 14,525 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $128.65万 | 0.72% | 24,579 | -893 | -3.5% | -$4.67万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $122.91万 | 0.69% | 44,373 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $118.56万 | 0.67% | 12,291 | 406 | 3.4% | $3.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $117.64万 | 0.66% | 3,594 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $107.07万 | 0.60% | 5,351 | 134 | 2.6% | $2.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $106.03万 | 0.60% | 2,119 | -4 | -0.2% | -$2,002 | 减仓 |
| GOVT | ISHARES TR | $80.50万 | 0.45% | 35,337 | 1,542 | 4.6% | $3.51万 | 加仓 |
| AMZN | AMAZON COM INC | $78.84万 | 0.44% | 3,308 | -83 | -2.4% | -$1.98万 | 减仓 |
| IXUS | ISHARES TR | $75.92万 | 0.43% | 7,955 | 585 | 7.9% | $5.58万 | 加仓 |
| LLY | ELI LILLY & CO | $75.20万 | 0.42% | 627 | 16 | 2.6% | $1.92万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $75.18万 | 0.42% | 15,482 | -263 | -1.7% | -$1.28万 | 减仓 |
| IEFA | ISHARES TR | $73.38万 | 0.41% | 7,597 | 194 | 2.6% | $1.87万 | 加仓 |
| GOOG | ALPHABET INC | $72.40万 | 0.41% | 2,049 | 26 | 1.3% | $9,187 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $70.65万 | 0.40% | 4,800 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $70.63万 | 0.40% | 2,441 | -14 | -0.6% | -$4,051 | 减仓 |
| AGG | ISHARES TR | $66.01万 | 0.37% | 6,669 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $59.94万 | 0.34% | 7,235 | 133 | 1.9% | $1.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $57.32万 | 0.32% | 1,549 | 0 | 0.0% | — | 不变 |
| USD | PROSHARES TR | $55.51万 | 0.31% | 5,324 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $52.96万 | 0.30% | 5,600 | 1,374 | 32.5% | $12.99万 | 加仓 |
| — | MATTHEWS ASIA FDS | $51.70万 | 0.29% | 17,915 | -1,337 | -6.9% | -$3.86万 | 减仓 |
| GWW | WW GRAINGER INC | $51.02万 | 0.29% | 375 | -7 | -1.8% | -$9,523 | 减仓 |
| MSFT | MICROSOFT CORP | $50.52万 | 0.28% | 1,354 | -11 | -0.8% | -$4,104 | 减仓 |
| GOOGL | ALPHABET INC | $47.42万 | 0.27% | 1,327 | 41 | 3.2% | $1.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $44.21万 | 0.25% | 761 | 761 | — | $44.21万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $43.96万 | 0.25% | 640 | 128 | 25.0% | $8.79万 | 加仓 |
| SYSB | ISHARES TR | $42.72万 | 0.24% | 4,815 | 961 | 24.9% | $8.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $41.70万 | 0.23% | 1,642 | 4 | 0.2% | $1,016 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $39.29万 | 0.22% | 15,933 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $37.42万 | 0.21% | 9,465 | 400 | 4.4% | $1.58万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $37.16万 | 0.21% | 11,719 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $35.83万 | 0.20% | 1,266 | -36 | -2.8% | -$1.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.58万 | 0.19% | 463 | -8 | -1.7% | -$5,974 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $34.27万 | 0.19% | 3,758 | -170 | -4.3% | -$1.55万 | 减仓 |
| GLAS | GLASS HOUSE BRANDS INC | $33.94万 | 0.19% | 26,105 | 26,105 | — | $33.94万 | 新建仓 |
| AVGO | BROADCOM INC | $33.92万 | 0.19% | 898 | 58 | 6.9% | $2.19万 | 加仓 |
| BAC | BANK OF AMER CORP | $33.74万 | 0.19% | 5,921 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $32.19万 | 0.18% | 889 | 9 | 1.0% | $3,259 | 加仓 |
| MRK | MERCK & CO INC | $32.16万 | 0.18% | 2,503 | -21 | -0.8% | -$2,699 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $29.26万 | 0.16% | 9,700 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $28.17万 | 0.16% | 1,950 | 0 | 0.0% | — | 重新持有 |
| SCHZ | SCHWAB STRATEGIC TR | $27.33万 | 0.15% | 11,815 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $26.40万 | 0.15% | 261 | -17 | -6.1% | -$1.72万 | 减仓 |
| META | META PLATFORMS INC | $26.14万 | 0.15% | 464 | -23 | -4.7% | -$1.30万 | 减仓 |
| TSLA | TESLA INC | $25.49万 | 0.14% | 606 | -2 | -0.3% | -$841 | 减仓 |
| TRGP | TARGA RES CORP | $24.88万 | 0.14% | 928 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $24.57万 | 0.14% | 1,474 | -28 | -1.9% | -$4,667 | 减仓 |
| ITOT | ISHARES TR | $24.30万 | 0.14% | 1,479 | -9 | -0.6% | -$1,478 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $24.01万 | 0.14% | 208 | 208 | — | $24.01万 | 新建仓 |
| NFLX | NETFLIX INC. | $23.52万 | 0.13% | 3,294 | 46 | 1.4% | $3,284 | 加仓 |
| ABBV | ABBVIE INC | $22.62万 | 0.13% | 899 | -6 | -0.7% | -$1,510 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $22.57万 | 0.13% | 543 | 543 | — | $22.57万 | 新建仓 |
| MBB | ISHARES TR | $21.33万 | 0.12% | 2,257 | 2,257 | — | $21.33万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $21.20万 | 0.12% | 2,336 | -60 | -2.5% | -$5,444 | 减仓 |
| C | CITIGROUP INC | $20.08万 | 0.11% | 1,435 | 1,435 | — | $20.08万 | 新建仓 |
| NXH | BED BATH & BEYOND INC | $13.55万 | 0.08% | 24,364 | 1,330 | 5.8% | $7,396 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -7,133 | -100.0% | -$53.30万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -2,960 | -100.0% | -$21.42万 | 清仓 |