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SIMA Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

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 调仓2025-12-31 → 2026-03-31 · 共 64 项建仓 3增持 22减持 37清仓 2

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES TR

-$1.0M

28,472 -1%

减持

SPYG SPDR SERIES TRUST

-$918.7K

93,205 -1%

增持

DFAE DIMENSIONAL ETF TRUST

+$893.6K

235,507 +8%

增持

SCHR SCHWAB STRATEGIC TR

+$804.2K

292,394 +13%

增持

USIG ISHARES TR

+$708.4K

193,640 +9%

减持

SCHO SCHWAB STRATEGIC TR

-$683.1K

127,906 -18%

增持

MBB ISHARES TR

+$565.8K

83,770 +8%

减持

IGSB ISHARES TR

-$426.9K

23,439 -25%

减持

IVW ISHARES TR

-$423.3K

36,406 -1%

增持

DFAI DIMENSIONAL ETF TRUST

+$379.3K

264,719 +2%

建仓

AUB ATLANTIC UN BANKSHARES CORP

+$274.4K

7,679

减持

VTV VANGUARD INDEX FDS

-$269.0K

7,016 -19%

减持

SCHG SCHWAB STRATEGIC TR

-$192.9K

35,755 -6%

增持

JIRE J P MORGAN EXCHANGE TRADED F

+$156.5K

130,059 +0%

增持

SPMD SPDR SERIES TRUST

+$97.1K

38,356 +2%

减持

IVE ISHARES TR

-$85.0K

16,206 -2%

增持

SPYV SPDR SERIES TRUST

+$63.7K

102,691 +2%

增持

DFAS DIMENSIONAL ETF TRUST

+$56.8K

14,528 +4%

增持

IEMG ISHARES INC

+$56.1K

7,195 +9%

增持

MCD MCDONALDS CORP

+$51.4K

1,075 +16%

减持

JAVA J P MORGAN EXCHANGE TRADED F

-$48.2K

94,742 -1%

减持

SCHV SCHWAB STRATEGIC TR

-$44.2K

54,838 -5%

减持

IWB ISHARES TR

-$41.9K

1,884 -1%

减持

SPHQ INVESCO EXCHANGE TRADED FD T

-$40.2K

2,462 -18%

增持

MO ALTRIA GROUP INC

+$40.0K

4,147 +2%

增持

PEP PEPSICO INC

+$39.6K

320 +357%

清仓

UNP UNION PAC CORP

-$39.3K

0 -100%

增持

KO COCA COLA CO

+$37.8K

1,035 +77%

增持

SCHD SCHWAB STRATEGIC TR

+$37.2K

11,413 +0%

减持

SHY ISHARES TR

-$36.1K

1,620 -21%

增持

IXUS ISHARES TR

+$31.5K

3,722 +8%

增持

PM PHILIP MORRIS INTL INC

+$27.0K

4,482 +1%

减持

IYW ISHARES TR

-$25.5K

850 -6%

增持

COIN COINBASE GLOBAL INC

+$25.2K

257 +195%

减持

NSC NORFOLK SOUTHN CORP

-$23.3K

130 -38%

建仓

YUM YUM BRANDS INC

+$23.3K

150

减持

IGIB ISHARES TR

-$22.7K

5,470 -6%

增持

SCHF SCHWAB STRATEGIC TR

+$21.5K

18,075 +2%

减持

VMBS VANGUARD SCOTTSDALE FDS

-$18.2K

7,823 -4%

减持

SYK STRYKER CORPORATION

-$14.2K

176 -14%

减持

DUK DUKE ENERGY CORP NEW

-$13.3K

129 -50%

减持

GOVT ISHARES TR

-$11.7K

4,174 -10%

减持

EMR EMERSON ELEC CO

-$11.0K

827 -8%

减持

IJH ISHARES TR

+$11.0K

9,922 -1%

减持

IJJ ISHARES TR

-$9.3K

620 -11%

减持

VOO VANGUARD INDEX FDS

-$9.2K

98 -9%

减持

IDEV ISHARES TR

+$6.8K

6,388 -0%

减持

VZ VERIZON COMMUNICATIONS INC

-$6.8K

216 -50%

减持

IJR ISHARES TR

+$4.7K

3,201 -2%

减持

T AT&T INC

-$4.2K

387 -38%

减持

SPTI SPDR SERIES TRUST

-$4.1K

1,086 -11%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$3.4K

251 -14%

减持

WBD WARNER BROS DISCOVERY INC

-$2.4K

95 -45%

减持

IWD ISHARES TR

+$2.2K

855 -0%

增持

SCHB SCHWAB STRATEGIC TR

+$1.9K

3,526 +7%

减持

IJS ISHARES TR

-$1.9K

89 -18%

建仓

IBIT ISHARES BITCOIN TRUST ETF

+$1.6K

41

增持

SCHX SCHWAB STRATEGIC TR

-$1.4K

1,135 +0%

增持

SCHA SCHWAB STRATEGIC TR

+$841

1,119 +1%

清仓

KHC KRAFT HEINZ CO

-$728

0 -100%

减持

SPEM SPDR INDEX SHS FDS

+$629

6,752 -0%

减持

FRDM EA SERIES TRUST

+$335

1,085 -6%

减持

IWM ISHARES TR

-$112

73 -1%

减持

SCHM SCHWAB STRATEGIC TR

+$52

24,748 -3%

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。