J.E. Simmons & Co., P.C. 13F 持仓 · 2026年Q2
J.E. Simmons & Co., P.C. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 1.77 亿美元。前几大持仓：IVV（20.40%）、ELMD（11.53%）、SPTL（7.24%）。本季前 25 大持仓中：增持 6 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $36.2M | 20.40% | 48,342 | 减持 |
| 2 | ELMD | ELECTROMED INC | $20.5M | 11.53% | 483,822 | 减持 |
| 3 | SPTL | SPDR SERIES TRUST | $12.8M | 7.24% | 489,712 | 减持 |
| 4 | FNDX | SCHWAB STRATEGIC TR | $12.7M | 7.17% | 409,362 | 减持 |
| 5 | FNDF | SCHWAB STRATEGIC TR | $12.3M | 6.90% | 232,199 | 减持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $10.7M | 6.03% | 157,317 | 减持 |
| 7 | IUSB | ISHARES TR | $7.4M | 4.18% | 160,869 | 增持 |
| 8 | BAI | BLACKROCK ETF TRUST | $7.1M | 3.98% | 134,090 | 减持 |
| 9 | QQQ | INVESCO QQQ TR | $6.4M | 3.60% | 8,682 | 减持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $5.8M | 3.25% | 96,696 | 减持 |
| 11 | CORO | BLACKROCK ETF TRUST | $4.9M | 2.74% | 132,693 | 增持 |
| 12 | QUAL | ISHARES TR | $4.2M | 2.36% | 19,093 | 减持 |
| 13 | SCHG | SCHWAB STRATEGIC TR | $2.7M | 1.55% | 81,142 | 减持 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 1.17% | 29,026 | 减持 |
| 15 | MINV | MATTHEWS ASIA FDS | $2.0M | 1.13% | 34,625 | 减持 |
| 16 | EMXC | ISHARES INC | $1.5M | 0.84% | 14,525 | 持平 |
| 17 | BINC | BLACKROCK ETF TRUST II | $1.3M | 0.72% | 24,579 | 减持 |
| 18 | SCHF | SCHWAB STRATEGIC TR | $1.2M | 0.69% | 44,373 | 持平 |
| 19 | USMV | ISHARES TR | $1.2M | 0.67% | 12,291 | 增持 |
| 20 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.66% | 3,594 | 持平 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.60% | 2,119 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $1.1M | 0.60% | 5,351 | 增持 |
| 23 | GOVT | ISHARES TR | $804,977 | 0.45% | 35,337 | 增持 |
| 24 | AMZN | AMAZON COM INC | $788,434 | 0.44% | 3,308 | 减持 |
| 25 | IXUS | ISHARES TR | $759,225 | 0.43% | 7,955 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR