TOTAL INVESTMENT MANAGEMENT INC
SCOTTSDALE AZ · SEC CIK 0001068804
$8.58亿2026Q1 申报市值
89持仓数
89.0%前十大占比 · 第一大 10.9%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$6,255.53万
VTI 新建仓+$5,321.36万
FNK 加仓+$69.17万
BKAG 加仓+$55.79万
RSP 加仓+$44.83万
2026Q1 卖出最多 按季末市值估算
TBIL 减仓-$2,999.82万
XHLF 减仓-$137.17万
EEM 减仓-$51.75万
LUV 减仓-$42.34万
MGK 清仓-$33.07万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -801 | -100.0% | -$33.07万 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,969 | -100.0% | -$30.31万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -638 | -100.0% | -$25.28万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -3,400 | -100.0% | -$20.23万 | 清仓 |
| — | BLACKROCK MUNIYIELD QUALITY | $0 | 0.00% | 0 | -12,311 | -100.0% | -$12.37万 | 清仓 |
| — | VERITONE INC | $4.43万 | 0.01% | 22,500 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $11.93万 | 0.01% | 10,868 | 10,868 | — | $11.93万 | 新建仓 |
| ACWI | ISHARES TR | $20.15万 | 0.02% | 1,457 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $20.39万 | 0.02% | 944 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $20.47万 | 0.02% | 7,130 | -1,158 | -14.0% | -$3.32万 | 重新持有 |
| V | VISA INC | $20.52万 | 0.02% | 679 | -140 | -17.1% | -$4.23万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.53万 | 0.02% | 206 | 206 | — | $20.53万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $20.68万 | 0.02% | 1,765 | 0 | 0.0% | — | 不变 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $20.72万 | 0.02% | 10,144 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $20.84万 | 0.02% | 7,423 | 7,423 | — | $20.84万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.24万 | 0.02% | 7,304 | 6 | 0.1% | $174 | 加仓 |
| IUSV | ISHARES TR | $21.53万 | 0.03% | 2,105 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $21.65万 | 0.03% | 995 | 48 | 5.1% | $1.04万 | 加仓 |
| T | AT&T INC | $21.96万 | 0.03% | 7,576 | 20 | 0.3% | $580 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $22.16万 | 0.03% | 1,049 | 1 | 0.1% | $211 | 加仓 |
| LLY | ELI LILLY & CO | $22.54万 | 0.03% | 245 | 8 | 3.4% | $7,359 | 加仓 |
| VUG | VANGUARD INDEX FDS | $22.59万 | 0.03% | 517 | 43 | 9.1% | $1.88万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $22.62万 | 0.03% | 1,153 | 76 | 7.1% | $1.49万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $23.26万 | 0.03% | 20,618 | 115 | 0.6% | $1,297 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $23.26万 | 0.03% | 7,626 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.97万 | 0.03% | 1,993 | 50 | 2.6% | $6,013 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.50万 | 0.03% | 1,011 | 11 | 1.1% | $2,665 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.71万 | 0.03% | 4,922 | 8 | 0.2% | $402 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.93万 | 0.03% | 8,124 | 141 | 1.8% | $4,326 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $25.48万 | 0.03% | 7,191 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $26.32万 | 0.03% | 5,699 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $26.77万 | 0.03% | 10,440 | 22 | 0.2% | $564 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $27.37万 | 0.03% | 2,060 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP | $28.23万 | 0.03% | 30,320 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $29.01万 | 0.03% | 1,011 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $31.82万 | 0.04% | 3,532 | 37 | 1.1% | $3,333 | 加仓 |
| BA | BOEING CO | $32.19万 | 0.04% | 1,617 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $32.27万 | 0.04% | 9,625 | 86 | 0.9% | $2,884 | 加仓 |
| — | EXXON MOBIL CORP | $32.32万 | 0.04% | 1,905 | -106 | -5.3% | -$1.80万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $34.18万 | 0.04% | 11,734 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $35.63万 | 0.04% | 1,576 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $36.72万 | 0.04% | 1,182 | -27 | -2.2% | -$8,389 | 减仓 |
| PG | PROCTER & GAMBLE CO | $39.41万 | 0.05% | 2,729 | -20 | -0.7% | -$2,889 | 减仓 |
| MINT | PIMCO ETF TR | $40.45万 | 0.05% | 4,022 | 4,022 | — | $40.45万 | 新建仓 |
| META | META PLATFORMS INC | $42.95万 | 0.05% | 751 | 10 | 1.3% | $5,718 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $43.68万 | 0.05% | 16,061 | 55 | 0.3% | $1,496 | 加仓 |
| GOOGL | ALPHABET INC | $43.70万 | 0.05% | 1,520 | 132 | 9.5% | $3.80万 | 加仓 |
| KO | COCA COLA CO | $44.02万 | 0.05% | 5,788 | -1 | -0.0% | -$76 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $44.22万 | 0.05% | 4,488 | 99 | 2.3% | $9,754 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $44.71万 | 0.05% | 6,244 | -285 | -4.4% | -$2.04万 | 减仓 |
| ARKK | ARK ETF TR | $45.17万 | 0.05% | 6,683 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $45.92万 | 0.05% | 14,610 | 1 | 0.0% | $31 | 加仓 |
| CSCO | CISCO SYS INC | $47.89万 | 0.06% | 6,172 | 13 | 0.2% | $1,009 | 加仓 |
| CVX | CHEVRON CORPORATION | $53.17万 | 0.06% | 2,570 | 88 | 3.5% | $1.82万 | 加仓 |
| DAL | DELTA AIR LINES INC | $53.94万 | 0.06% | 8,114 | 10 | 0.1% | $665 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $55.41万 | 0.06% | 22,077 | 204 | 0.9% | $5,120 | 加仓 |
| VOO | VANGUARD INDEX FDS | $55.87万 | 0.07% | 935 | 85 | 10.0% | $5.08万 | 加仓 |
| GLDM | WORLD GOLD TR | $60.77万 | 0.07% | 6,556 | -3,488 | -34.7% | -$32.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $61.61万 | 0.07% | 1,664 | 13 | 0.8% | $4,813 | 加仓 |
| AVGO | BROADCOM INC | $74.75万 | 0.09% | 2,415 | 1,022 | 73.4% | $31.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $78.11万 | 0.09% | 1,353 | 1 | 0.1% | $577 | 加仓 |
| — | ISHARES ETHEREUM TR | $82.42万 | 0.10% | 52,065 | 4,961 | 10.5% | $7.85万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $82.74万 | 0.10% | 33,925 | -300 | -0.9% | -$7,317 | 减仓 |
| EFA | ISHARES TR | $87.91万 | 0.10% | 9,051 | -633 | -6.5% | -$6.15万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $91.63万 | 0.11% | 24,389 | -11,270 | -31.6% | -$42.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.68万 | 0.11% | 1,934 | -10 | -0.5% | -$4,792 | 减仓 |
| IWM | ISHARES TR | $100.35万 | 0.12% | 4,046 | -11 | -0.3% | -$2,728 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $103.58万 | 0.12% | 11,250 | 300 | 2.7% | $2.76万 | 加仓 |
| VGT | VANGUARD WORLD FD | $103.62万 | 0.12% | 1,485 | 53 | 3.7% | $3.70万 | 加仓 |
| TSLA | TESLA INC | $106.11万 | 0.12% | 2,854 | -317 | -10.0% | -$11.79万 | 减仓 |
| BIL | SPDR SERIES TRUST | $113.07万 | 0.13% | 12,338 | 14 | 0.1% | $1,283 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $118.61万 | 0.14% | 4,032 | 122 | 3.1% | $3.59万 | 加仓 |
| AMZN | AMAZON COM INC | $119.91万 | 0.14% | 5,758 | -513 | -8.2% | -$10.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $142.25万 | 0.17% | 8,157 | 1,130 | 16.1% | $19.71万 | 加仓 |
| WMT | WALMART INC | $190.43万 | 0.22% | 15,323 | 312 | 2.1% | $3.88万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $198.59万 | 0.23% | 18,364 | -1,720 | -8.6% | -$18.60万 | 减仓 |
| CAT | CATERPILLAR INC | $217.74万 | 0.25% | 3,073 | 14 | 0.5% | $9,920 | 加仓 |
| IVE | ISHARES TR | $233.18万 | 0.27% | 11,043 | 239 | 2.2% | $5.05万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $256.36万 | 0.30% | 66,726 | -5,592 | -7.7% | -$21.48万 | 减仓 |
| AGG | ISHARES TR | $259.71万 | 0.30% | 26,162 | -621 | -2.3% | -$6.16万 | 减仓 |
| BOND | PIMCO ETF TR | $538.98万 | 0.63% | 58,407 | -2,825 | -4.6% | -$26.07万 | 减仓 |
| AAPL | APPLE INC | $751.93万 | 0.88% | 29,628 | 1,014 | 3.5% | $25.73万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,584.18万 | 1.85% | 53,009 | -181 | -0.3% | -$5.41万 | 减仓 |
| TBIL | RBB FD INC | $1,950.65万 | 2.27% | 391,225 | -601,649 | -60.6% | -$2,999.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5,321.36万 | 6.20% | 165,873 | 165,873 | — | $5,321.36万 | 新建仓 |
| IVV | ISHARES TR | $6,310.53万 | 7.36% | 96,608 | 95,766 | 11,373.6% | $6,255.53万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,613.18万 | 7.71% | 344,580 | 2,336 | 0.7% | $44.83万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $7,129.53万 | 8.31% | 300,039 | 1,352 | 0.5% | $32.13万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $7,251.26万 | 8.45% | 1,718,308 | 13,221 | 0.8% | $55.79万 | 加仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $7,657.79万 | 8.93% | 1,341,711 | 12,120 | 0.9% | $69.17万 | 加仓 |
| EEM | ISHARES TR | $8,845.43万 | 10.31% | 1,557,568 | -9,113 | -0.6% | -$51.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,952.12万 | 10.44% | 137,653 | 350 | 0.3% | $22.76万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $8,956.04万 | 10.44% | 1,779,463 | -27,254 | -1.5% | -$137.17万 | 减仓 |
| BKUI | BNY MELLON ETF TRUST | $9,340.19万 | 10.89% | 1,876,106 | -3,144 | -0.2% | -$15.65万 | 减仓 |