13FBOX
St. Johns Investment Management Company, LLC · 13F 持仓分析
期权收益计算器 机构排行

St. Johns Investment Management Company, LLC

No.6188 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.64亿
环比变动 Q1 2026
+$2,674.6万+11.3%
持仓股票数
201
新买入
11
加仓
50
减仓
36
清仓
3
持股不变
104
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S嘉信·USSCHX
11.17%11.06%$2,952.5万100.3万股$2,627.5万102.5万股-2.2万股-2.10%减仓
S嘉信·USSCHA
5.91%5.41%$1,563.3万43.3万股$1,285.3万44.2万股-9,287股-2.10%减仓
S嘉信策略信托SCHM
5.53%5.26%$1,462.3万39.7万股$1,250.3万40.4万股-7,246股-1.79%减仓
苹果AAPL
5.5%5.39%$1,453.8万5.0万股$1,280.2万5.0万股-200股-0.40%减仓
SSPDR标普500 ETFSPY
4.33%4.23%$1,143.7万1.5万股$1,006.3万1.5万股-158股-1.02%减仓
SSPDR行业精选信托XLK
2.99%2.34%$791.9万4.2万股$555.2万4.2万股-212股-0.51%减仓
微软MSFT
2.99%3.18%$791.7万2.1万股$755.0万2.0万股+827股+4.05%加仓
S嘉信策略信托SCHD
2.84%3.2%$750.8万23.7万股$759.7万24.8万股-1.1万股-4.39%减仓
SSPDR黄金信托GLD
2.53%3.44%$670.2万1.8万股$816.6万1.9万股-786股-4.14%减仓
IiShares安硕·RUSSELLIWM
2.49%2.33%$657.3万2.2万股$554.4万2.2万股-479股-2.14%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
2.4%2.36%$633.6万5.7万股$561.4万5.8万股-310股-0.54%减仓
IiShares安硕信托IVV
2.39%2.32%$631.0万8,426股$550.4万8,426股00.00%持仓不变
谷歌AGOOGL
2.3%2.13%$607.5万1.7万股$506.0万1.8万股-595股-3.38%减仓
英伟达NVDA
2.22%2.13%$587.1万2.9万股$506.0万2.9万股+332股+1.14%加仓
亚马逊AMZN
2.04%2.05%$540.3万2.3万股$487.1万2.3万股-719股-3.07%减仓
沃尔玛WMT
1.66%2.07%$440.2万3.9万股$491.7万4.0万股-699股-1.77%减仓
摩根大通JPM
1.52%1.47%$401.8万1.2万股$349.4万1.2万股+397股+3.34%加仓
美国运通AXP
1.5%1.4%$396.4万1.2万股$333.4万1.1万股+697股+6.32%加仓
S道富XLI
1.29%1.23%$341.0万1.8万股$292.0万1.8万股+354股+1.96%加仓
BBANK OF AMERBAC
1.29%1.21%$340.3万6.0万股$286.6万5.9万股+932股+1.59%加仓
Meta平台META
1.19%1.33%$315.1万5,594股$315.8万5,520股+74股+1.34%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
1.02%1%$268.6万3,819股$238.4万3,866股-47股-1.22%减仓
SSPDR行业精选信托XLY
1.01%1.16%$267.9万2.5万股$276.7万2.5万股+50股+0.20%加仓
康明斯CMI
1.01%0.94%$267.5万3,750股$223.9万4,162股-412股-9.90%减仓
AMD超威AMD
0.92%0.59%$243.6万4,194股$139.3万6,848股-2,654股-38.76%减仓
康宁GLW
0.92%0.76%$242.8万9,504股$179.5万1.3万股-3,696股-28.00%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.91%0.85%$240.7万1.5万股$202.8万1.4万股+1,334股+9.64%加仓
SSPDR行业精选信托XLF
0.85%0.86%$225.5万4.2万股$203.9万4.1万股+756股+1.83%加仓
埃克森美孚XOM
0.85%1.23%$223.6万1.6万股$292.1万1.7万股-863股-5.01%减仓
强生JNJ
0.81%0.87%$214.4万8,442股$206.9万8,463股-21股-0.25%减仓
思科CSCO
0.8%0.6%$212.1万1.8万股$143.3万1.8万股-411股-2.23%减仓
默沙东MRK
0.76%0.77%$200.1万1.6万股$182.3万1.5万股+414股+2.73%加仓
VisaV
0.75%0.71%$199.1万5,804股$169.1万5,594股+210股+3.75%加仓
家得宝HD
0.75%0.68%$198.5万5,627股$161.0万4,895股+732股+14.95%加仓
好市多COST
0.74%0.87%$196.0万2,095股$205.7万2,064股+31股+1.50%加仓
Truist金融TFC
0.74%0.76%$195.6万3.9万股$180.3万3.9万股+29股+0.07%加仓
AMGEN COMAMGN
0.71%0.78%$187.8万5,187股$185.1万5,261股-74股-1.41%减仓
Q高通QCOM
0.68%0.55%$180.8万9,784股$130.8万1.0万股-374股-3.68%减仓
麦当劳MCD
0.65%0.82%$170.6万6,313股$194.6万6,260股+53股+0.85%加仓
伯克希尔哈撒韦BRK.B
0.64%0.64%$169.6万3,389股$152.9万3,191股+198股+6.20%加仓
可口可乐KO
0.63%0.66%$167.6万2.1万股$156.1万2.1万股+90股+0.44%加仓
PALO ALTOPANW
0.6%0.31%$157.9万4,629股$72.8万4,539股+90股+1.98%加仓
史赛克SYK
0.59%0.71%$155.3万4,933股$169.0万5,143股-210股-4.08%减仓
SSPDR道富系列信托XHB
0.56%0.44%$148.6万1.3万股$104.9万1.1万股+2,237股+21.05%加仓
FIFTH THIRD BANCORP COMFITB
0.55%0.51%$146.0万2.6万股$120.5万2.6万股-30股-0.12%减仓
迪尔DE
0.55%0.54%$145.5万2,294股$129.5万2,299股-5股-0.22%减仓
CVS健康CVS
0.54%0.38%$141.8万1.4万股$91.3万1.3万股+991股+7.79%加仓
联合健康UNH
0.52%0.36%$138.6万3,335股$86.6万3,201股+134股+4.19%加仓
甲骨文ORCL
0.52%0.58%$137.6万9,386股$136.9万9,303股+83股+0.89%加仓
飞塔FTNT
0.52%0.3%$136.7万8,898股$72.1万8,817股+81股+0.92%加仓

🧭 机构资金流板块热力图

净流出 净流入