Schmidt P J Investment Management Inc 13F 持仓 · 2026年Q2
Schmidt P J Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 215 只证券，申报市值合计 6.43 亿美元。前几大持仓：AAPL（6.70%）、MSFT（5.15%）、GOOG（4.87%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $43.1M | 6.70% | 148,983 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $33.2M | 5.15% | 88,906 | 减持 |
| 3 | GOOG | ALPHABET INC | $31.3M | 4.87% | 88,630 | 减持 |
| 4 | AVGO | BROADCOM INC | $30.4M | 4.72% | 80,394 | 减持 |
| 5 | SNDR | SCHNEIDER NATIONAL INC | $29.7M | 4.62% | 814,249 | 减持 |
| 6 | IGIB | ISHARES TR | $28.5M | 4.43% | 535,661 | 增持 |
| 7 | LLY | ELI LILLY & CO | $22.5M | 3.50% | 18,753 | 减持 |
| 8 | GOVT | ISHARES TR | $18.9M | 2.94% | 830,475 | 增持 |
| 9 | AMZN | AMAZON COM INC | $17.4M | 2.71% | 73,026 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $12.8M | 1.99% | 63,823 | 减持 |
| 11 | ADI | ANALOG DEVICES INC | $11.4M | 1.78% | 28,774 | 减持 |
| 12 | V | VISA INC | $11.1M | 1.72% | 32,290 | 减持 |
| 13 | BBUS | J P MORGAN EXCHANGE TRADED F | $10.5M | 1.63% | 77,742 | 减持 |
| 14 | NEE | NEXTERA ENERGY INC | $10.4M | 1.62% | 119,060 | 减持 |
| 15 | MGC | VANGUARD WORLD FD | $10.0M | 1.55% | 36,403 | 减持 |
| 16 | BLK | BLACKROCK INC | $9.6M | 1.49% | 9,941 | 减持 |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $9.6M | 1.49% | 211,396 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $9.5M | 1.47% | 28,976 | 减持 |
| 19 | PG | PROCTER & GAMBLE CO | $8.9M | 1.38% | 60,513 | 减持 |
| 20 | XLC | SELECT SECTOR SPDR TR | $8.8M | 1.37% | 82,159 | 增持 |
| 21 | SMLF | ISHARES TR | $8.6M | 1.34% | 96,529 | 增持 |
| 22 | ABBV | ABBVIE INC | $8.5M | 1.33% | 33,957 | 减持 |
| 23 | IYW | ISHARES TR | $8.3M | 1.29% | 32,931 | 减持 |
| 24 | GWW | WW GRAINGER INC | $7.8M | 1.21% | 5,735 | 减持 |
| 25 | UNP | UNION PAC CORP | $7.7M | 1.20% | 28,362 | 减持 |
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