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J.E. Simmons & Co., P.C. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

J.E. Simmons & Co., P.C.

报告期 2026-03-31 · CIK 0002111381

持仓数

66

前50大市值合计

$145.6M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 调仓2025-12-31 → 2026-03-31 · 共 59 项建仓 4增持 20减持 29清仓 6

方向

标的

Δ市值

现股数(环比)

减持

VCLT VANGUARD SCOTTSDALE FDS

-$8.5M

7,133 -94%

增持

SPTL SPDR SERIES TRUST

+$7.8M

492,621 +154%

建仓

CORO BLACKROCK ETF TRUST

+$4.0M

122,893

减持

IVV ISHARES TR

-$2.7M

49,125 -3%

增持

IUSB ISHARES TR

+$2.6M

150,410 +61%

清仓

HYDB ISHARES TR

-$1.6M

0 -100%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$1.2M

98,565 -18%

减持

QQQ INVESCO QQQ TR

-$351.4K

8,702 -1%

减持

SCHG SCHWAB STRATEGIC TR

-$350.5K

82,473 -2%

建仓

SYSB ISHARES TR

+$343.0K

3,854

减持

MCH MATTHEWS ASIA FDS

-$262.9K

19,252 -29%

清仓

IBDS ISHARES TR

-$261.5K

0 -100%

清仓

IBDT ISHARES TR

-$261.2K

0 -100%

清仓

IBDR ISHARES TR

-$261.2K

0 -100%

建仓

TRGP TARGA RES CORP

+$232.7K

928

建仓

KR KROGER CO

+$214.2K

2,960

清仓

ABBV ABBVIE INC

-$206.8K

0 -100%

清仓

IXN ISHARES TR

-$204.8K

0 -100%

减持

USD PROSHARES TR

-$187.1K

5,324 -37%

减持

MSFT MICROSOFT CORP

-$180.6K

1,365 -4%

增持

GOOG ALPHABET INC

+$136.5K

2,023 +43%

减持

FNDF SCHWAB STRATEGIC TR

-$130.2K

235,980 -9%

增持

DYNF BLACKROCK ETF TRUST

-$127.8K

159,333 +3%

增持

BAI BLACKROCK ETF TRUST

+$127.3K

136,607 +4%

减持

LLY ELI LILLY & CO

-$109.7K

611 -2%

减持

BINC BLACKROCK ETF TRUST II

-$107.0K

25,472 -6%

增持

EMXC ISHARES INC

+$102.1K

14,525 +1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$83.5K

2,123 -3%

增持

QUAL ISHARES TR

-$83.3K

19,204 +1%

减持

GOVT ISHARES TR

-$82.2K

33,795 -9%

增持

AMZN AMAZON COM INC

+$68.5K

3,391 +23%

增持

BAR GRANITESHARES GOLD TR

+$67.6K

9,065 +10%

减持

MINV MATTHEWS ASIA FDS

+$62.6K

35,447 -3%

减持

IEMG ISHARES INC

-$61.5K

7,102 -14%

减持

ABT ABBOTT LABORATORIES

-$61.5K

2,396 -2%

增持

GOOGL ALPHABET INC

+$55.2K

1,286 +28%

减持

TSLA TESLA INC

-$53.7K

608 -2%

增持

JPM JPMORGAN CHASE & CO

-$44.2K

3,594 +5%

增持

AAPL APPLE INC

-$41.6K

2,455 +0%

减持

COR CENCORA INC

-$41.2K

1,302 -2%

增持

USMV ISHARES TR

+$41.1K

11,885 +5%

减持

IEFA ISHARES TR

-$40.5K

7,403 -7%

减持

IXUS ISHARES TR

-$36.2K

7,370 -8%

增持

META META PLATFORMS INC

-$34.3K

487 +3%

减持

SCHR SCHWAB STRATEGIC TR

-$31.3K

15,933 -7%

增持

PHYS SPROTT ASSET MANAGEMENT LP

+$30.1K

9,700 +2%

减持

GWW WW GRAINGER INC

+$26.2K

382 -1%

减持

VTI VANGUARD INDEX FDS

-$25.8K

1,549 -1%

减持

MRSH MARSH & MCLENNAN COS INC

-$22.2K

1,502 -1%

减持

VEA VANGUARD TAX-MANAGED FDS

+$22.2K

29,351 -1%

减持

VOO VANGUARD INDEX FDS

-$20.2K

512 -2%

减持

AGG ISHARES TR

-$19.6K

6,669 -2%

增持

NVDA NVIDIA CORPORATION

+$16.9K

5,217 +9%

增持

NFLX NETFLIX INC.

+$12.7K

3,248 +2%

减持

ITOT ISHARES TR

-$11.7K

1,488 -1%

减持

FNDX SCHWAB STRATEGIC TR

+$9.4K

416,723 -2%

增持

MCHP MICROCHIP TECHNOLOGY INC.

+$4.7K

3,928 +0%

增持

BBBY BED BATH & BEYOND INC

-$4.7K

23,034 +15%

增持

AVGO BROADCOM INC

+$4.2K

840 +14%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。