SIMA Wealth Partners, LLC

报告期 2026-03-31 · CIK 0002135539

持仓数

131

前50大市值合计

$127.5M

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 25Q4 25Q3

25Q4 调仓2025-09-30 → 2025-12-31 · 共 96 项增持 17减持 44清仓 35

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES TR

-$1.9M

28,640 -11%

增持

DFAE DIMENSIONAL ETF TRUST

+$1.5M

217,398 +22%

增持

DFAI DIMENSIONAL ETF TRUST

+$811.0K

260,672 +4%

增持

SPYV SPDR SERIES TRUST

+$420.2K

101,154 +5%

增持

DFAS DIMENSIONAL ETF TRUST

+$395.1K

14,017 +65%

减持

SPYG SPDR SERIES TRUST

-$358.9K

94,137 -5%

增持

SPMD SPDR SERIES TRUST

+$342.0K

37,546 +17%

增持

JIRE J P MORGAN EXCHANGE TRADED F

+$310.6K

129,463 +1%

减持

SCHR SCHWAB STRATEGIC TR

-$269.6K

258,346 -4%

减持

IGSB ISHARES TR

-$209.2K

31,369 -11%

增持

SCHO SCHWAB STRATEGIC TR

+$166.9K

155,412 +5%

增持

USIG ISHARES TR

+$155.2K

177,936 +3%

减持

SCHV SCHWAB STRATEGIC TR

-$144.3K

57,981 -9%

减持

NSC NORFOLK SOUTHN CORP

-$101.6K

210 -61%

减持

SCHG SCHWAB STRATEGIC TR

-$59.1K

37,843 -7%

减持

IWB ISHARES TR

-$47.3K

1,911 -8%

减持

GOVT ISHARES TR

-$47.1K

4,663 -30%

清仓

VGT VANGUARD WORLD FD

-$44.8K

0 -100%

减持

JAVA J P MORGAN EXCHANGE TRADED F

-$42.8K

95,454 -4%

减持

IDEV ISHARES TR

-$40.5K

6,390 -10%

增持

VTV VANGUARD INDEX FDS

+$39.7K

8,616 +0%

减持

MSFT MICROSOFT CORP

-$32.3K

80 -42%

减持

AMZN AMAZON COM INC

-$27.3K

654 -19%

减持

JNJ JOHNSON & JOHNSON

+$24.1K

1,250 -1%

增持

SCHF SCHWAB STRATEGIC TR

+$23.7K

17,715 +3%

减持

IXUS ISHARES TR

-$21.7K

3,438 -9%

减持

PM PHILIP MORRIS INTL INC

-$21.0K

4,452 -2%

减持

SCHD SCHWAB STRATEGIC TR

-$17.8K

11,408 -6%

减持

IJS ISHARES TR

-$17.7K

109 -60%

增持

FRDM EA SERIES TRUST

+$17.4K

1,150 +22%

清仓

KNSL KINSALE CAP GROUP INC

-$17.0K

0 -100%

减持

IVE ISHARES TR

+$17.0K

16,537 -2%

减持

PG PROCTER AND GAMBLE CO

-$15.8K

403 -16%

清仓

VHT VANGUARD WORLD FD

-$15.3K

0 -100%

减持

NWBI NORTHWEST BANCSHARES INC MD

-$14.8K

987 -54%

增持

SPEM SPDR INDEX SHS FDS

+$13.1K

6,753 +4%

清仓

GE GE AEROSPACE

-$12.0K

0 -100%

清仓

— PROSHARES TR

-$11.6K

0 -100%

清仓

ORCL ORACLE CORP

-$9.8K

0 -100%

减持

T AT&T INC

-$9.7K

621 -30%

减持

PEP PEPSICO INC

-$9.6K

70 -50%

减持

VOO VANGUARD INDEX FDS

-$9.4K

108 -14%

清仓

INTC INTEL CORP

-$9.2K

0 -100%

减持

SCHM SCHWAB STRATEGIC TR

+$8.0K

25,479 -0%

清仓

BSET BASSETT FURNITURE INDS INC

-$7.8K

0 -100%

减持

IVW ISHARES TR

-$7.5K

36,842 -2%

清仓

GEV GE VERNOVA INC

-$6.8K

0 -100%

清仓

DWX SPDR INDEX SHS FDS

-$6.6K

0 -100%

清仓

CSCO CISCO SYS INC

-$6.5K

0 -100%

清仓

AMGN AMGEN INC

-$6.5K

0 -100%

清仓

HYS PIMCO ETF TR

-$6.0K

0 -100%

增持

SCHB SCHWAB STRATEGIC TR

+$5.7K

3,301 +5%

清仓

IHY VANECK ETF TRUST

-$5.6K

0 -100%

清仓

TRV TRAVELERS COMPANIES INC

-$5.6K

0 -100%

减持

IWR ISHARES TR

-$5.5K

486 -10%

清仓

BMY BRISTOL-MYERS SQUIBB CO

-$5.4K

0 -100%

清仓

PGX INVESCO EXCH TRADED FD TR II

-$5.1K

0 -100%

减持

IWY ISHARES TR

-$5.0K

2,634 -2%

减持

MBB ISHARES TR

-$4.7K

77,591 -0%

清仓

— KELLANOVA

-$4.5K

0 -100%

清仓

SJM SMUCKER J M CO

-$4.3K

0 -100%

减持

GM GENERAL MTRS CO

-$4.3K

107 -50%

清仓

WFC WELLS FARGO CO NEW

-$4.3K

0 -100%

减持

VZ VERIZON COMMUNICATIONS INC

-$3.9K

432 -12%

清仓

IYR ISHARES TR

-$3.8K

0 -100%

减持

IJT ISHARES TR

-$3.4K

536 -4%

减持

IJH ISHARES TR

+$3.4K

9,986 -1%

清仓

NFG NATIONAL FUEL GAS CO

-$2.8K

0 -100%

清仓

ED CONSOLIDATED EDISON INC

-$2.5K

0 -100%

减持

MMM 3M CO

-$2.5K

62 -23%

清仓

MRK MERCK & CO INC

-$2.4K

0 -100%

减持

F FORD MTR CO

-$2.3K

659 -28%

减持

AMLP ALPS ETF TR

-$2.2K

60 -44%

清仓

PFE PFIZER INC

-$2.2K

0 -100%

减持

CMI CUMMINS INC

+$2.0K

90 -13%

清仓

CHRD CHORD ENERGY CORPORATION

-$2.0K

0 -100%

清仓

MPC MARATHON PETE CORP

-$1.9K

0 -100%

减持

EMR EMERSON ELEC CO

-$1.9K

899 -3%

增持

IGIB ISHARES TR

+$1.8K

5,825 +1%

清仓

HPE HEWLETT PACKARD ENTERPRISE C

-$1.6K

0 -100%

清仓

TGT TARGET CORP

-$1.5K

0 -100%

减持

WBD WARNER BROS DISCOVERY INC

+$1.3K

174 -8%

清仓

CVX CHEVRON CORP NEW

-$1.1K

0 -100%

清仓

GEHC GE HEALTHCARE TECHNOLOGIES I

-$977

0 -100%

清仓

HPQ HP INC

-$872

0 -100%

清仓

HAL HALLIBURTON CO

-$861

0 -100%

增持

SCHE SCHWAB STRATEGIC TR

-$841

3,362 +1%

增持

SCHX SCHWAB STRATEGIC TR

+$734

1,131 +0%

增持

SCHA SCHWAB STRATEGIC TR

+$733

1,113 +0%

减持

DGRO ISHARES TR

-$704

237 -6%

减持

VMBS VANGUARD SCOTTSDALE FDS

+$607

8,187 -0%

清仓

PPL PPL CORP

-$372

0 -100%

减持

IEMG ISHARES INC

-$345

6,631 -2%

减持

— EXXON MOBIL CORP

+$209

280 -6%

清仓

WAB WABTEC

-$201

0 -100%

减持

UPS UNITED PARCEL SERVICE INC

-$86

112 -16%

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。