J.E. Simmons & Co., P.C.
- SEC CIK
- 0002111381
- 最新申報
- 2026/7/15
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位。
- 持股檔數
- 68
- 2025 年第 3 季沒有申報
- 總值
- $1.54 億
- 2025 年第 3 季沒有申報
J.E. Simmons & Co., P.C. 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 50,822 | $3,481 萬 | 22.6% | – | – | – |
| ELMDElectromed, Inc. | Stock | 492,822 | $1,435 萬 | 9.3% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 258,276 | $1,168 萬 | 7.6% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 426,178 | $1,160 萬 | 7.5% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 154,544 | $939.8 萬 | 6.1% | – | – | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 118,434 | $898.3 萬 | 5.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 120,910 | $650.0 萬 | 4.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,748 | $537.4 萬 | 3.5% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 193,988 | $513.5 萬 | 3.3% | – | – | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 131,348 | $437.4 萬 | 2.8% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 93,509 | $435.2 萬 | 2.8% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 18,965 | $376.7 萬 | 2.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 84,395 | $275.3 萬 | 1.8% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,752 | $185.9 萬 | 1.2% | – | – | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 34,831 | $164.9 萬 | 1.1% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 27,094 | $143.0 萬 | 0.9% | – | – | – |
| Matthews Asia FDS577125826 | ASIA INNOV ACTIV | 36,420 | $128.6 萬 | 0.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,418 | $110.1 萬 | 0.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,190 | $110.1 萬 | 0.7% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 44,373 | $106.7 萬 | 0.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,269 | $106.1 萬 | 0.7% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 14,315 | $104.0 萬 | 0.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,788 | $89.3 萬 | 0.6% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 37,197 | $85.6 萬 | 0.6% | – | – | – |
| Direxion Shs ETF Tr25459Y694 | DLY FIN BULL NEW | 4,800 | $80.8 萬 | 0.5% | – | – | – |
| Matthews Asia FDS577125834 | CHINA ACTIVE ETF | 27,289 | $77.0 萬 | 0.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,944 | $71.1 萬 | 0.5% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 15,745 | $70.1 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,418 | $68.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,825 | $68.2 萬 | 0.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 7,972 | $67.5 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 625 | $67.2 萬 | 0.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 2,445 | $66.5 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,763 | $63.8 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,284 | $55.7 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,559 | $52.3 萬 | 0.3% | – | – | – |
| CORCencora, Inc. | Stock | 1,333 | $45.0 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,414 | $44.4 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 8,424 | $44.2 萬 | 0.3% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 17,073 | $42.8 萬 | 0.3% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,226 | $40.6 萬 | 0.3% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 387 | $39.1 萬 | 0.3% | – | – | 歷史 |
| BARGraniteShares Gold Trust | SHS BEN INT | 8,250 | $35.1 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,638 | $33.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 520 | $32.6 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 5,921 | $32.6 萬 | 0.2% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,719 | $32.1 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 471 | $32.1 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,005 | $31.5 萬 | 0.2% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 9,500 | $31.4 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 474 | $31.3 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,454 | $30.7 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 3,195 | $30.0 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 880 | $28.8 萬 | 0.2% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,524 | $28.3 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 622 | $28.0 萬 | 0.2% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,815 | $27.6 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,524 | $26.6 萬 | 0.2% | – | – | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 10,769 | $26.1 萬 | 0.2% | – | – | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 10,262 | $26.1 萬 | 0.2% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 10,780 | $26.1 萬 | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 739 | $25.6 萬 | 0.2% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,909 | $24.9 萬 | 0.2% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 278 | $24.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,504 | $22.4 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 905 | $20.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,950 | $20.5 萬 | 0.1% | – | – | – |
| NXHNeighborhood Intelligence, Inc. | COM | 20,000 | $10.9 萬 | 0.1% | – | – | 歷史 |