TOTAL INVESTMENT MANAGEMENT INC
SCOTTSDALE AZ · SEC CIK 0001068804
$9.48亿2026Q2 申报市值
89持仓数
82.1%前十大占比 · 第一大 10.5%
11 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DSPY 新建仓+$7,298.83万
BARON ETF TR 新建仓+$2,962.89万
IVV 加仓+$281.82万
VTI 加仓+$61.97万
BKAG 加仓+$57.38万
2026Q2 卖出最多 按季末市值估算
XHLF 减仓-$3,413.28万
EEM 减仓-$1,592.35万
TBIL 减仓-$1,256.80万
BKUI 减仓-$1,232.65万
RSP 减仓-$504.56万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $9,915.80万 | 10.45% | 132,736 | -4,917 | -3.6% | -$367.32万 | 减仓 |
| EEM | ISHARES TR | $8,390.10万 | 8.85% | 1,309,112 | -248,456 | -16.0% | -$1,592.35万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,340.64万 | 8.79% | 294,421 | -5,618 | -1.9% | -$159.15万 | 减仓 |
| BKUI | BNY MELLON ETF TRUST | $8,096.29万 | 8.54% | 1,628,213 | -247,893 | -13.2% | -$1,232.65万 | 减仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $8,086.47万 | 8.53% | 1,275,782 | -65,929 | -4.9% | -$417.89万 | 减仓 |
| IVV | ISHARES TR | $7,530.51万 | 7.94% | 100,364 | 3,756 | 3.9% | $281.82万 | 加仓 |
| DSPY | TEMA ETF TRUST | $7,298.83万 | 7.70% | 1,119,453 | 1,119,453 | — | $7,298.83万 | 新建仓 |
| BKAG | BNY MELLON ETF TRUST | $7,152.28万 | 7.54% | 1,732,205 | 13,897 | 0.8% | $57.38万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,904.25万 | 7.28% | 321,113 | -23,467 | -6.8% | -$504.56万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6,169.57万 | 6.50% | 167,556 | 1,683 | 1.0% | $61.97万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $5,539.20万 | 5.84% | 1,101,014 | -678,449 | -38.1% | -$3,413.28万 | 减仓 |
| — | BARON ETF TR | $2,962.89万 | 3.12% | 1,145,415 | 1,145,415 | — | $2,962.89万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $1,568.15万 | 1.65% | 45,639 | -7,370 | -13.9% | -$253.23万 | 减仓 |
| AAPL | APPLE INC | $935.55万 | 0.99% | 30,286 | 658 | 2.2% | $20.33万 | 加仓 |
| TBIL | RBB FD INC | $694.63万 | 0.73% | 139,261 | -251,964 | -64.4% | -$1,256.80万 | 减仓 |
| BOND | PIMCO ETF TR | $535.34万 | 0.56% | 59,160 | 753 | 1.3% | $6.81万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $275.84万 | 0.29% | 77,396 | 10,670 | 16.0% | $38.03万 | 加仓 |
| CAT | CATERPILLAR INC | $257.42万 | 0.27% | 3,159 | 86 | 2.8% | $7.01万 | 加仓 |
| IVE | ISHARES TR | $252.57万 | 0.27% | 10,900 | -143 | -1.3% | -$3.31万 | 减仓 |
| AGG | ISHARES TR | $248.80万 | 0.26% | 25,552 | -610 | -2.3% | -$5.94万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $229.46万 | 0.24% | 18,364 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $169.96万 | 0.18% | 15,284 | -39 | -0.3% | -$4,337 | 减仓 |
| AMZN | AMAZON COM INC | $151.42万 | 0.16% | 5,576 | -182 | -3.2% | -$4.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $145.91万 | 0.15% | 7,268 | -889 | -10.9% | -$17.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $140.31万 | 0.15% | 3,988 | -44 | -1.1% | -$1.55万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $138.62万 | 0.15% | 11,425 | 175 | 1.6% | $2.12万 | 加仓 |
| IWM | ISHARES TR | $116.66万 | 0.12% | 4,006 | -40 | -1.0% | -$1.16万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $106.29万 | 0.11% | 23,636 | -753 | -3.1% | -$3.39万 | 减仓 |
| AVGO | BROADCOM INC | $104.06万 | 0.11% | 2,673 | 258 | 10.7% | $10.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.55万 | 0.10% | 1,946 | 12 | 0.6% | $6,138 | 加仓 |
| TSLA | TESLA INC | $95.21万 | 0.10% | 3,059 | 205 | 7.2% | $6.38万 | 加仓 |
| — | ISHARES ETHEREUM TR | $95.08万 | 0.10% | 67,577 | 15,512 | 29.8% | $21.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $93.17万 | 0.10% | 1,354 | 1 | 0.1% | $688 | 加仓 |
| EFA | ISHARES TR | $89.38万 | 0.09% | 8,466 | -585 | -6.5% | -$6.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $77.47万 | 0.08% | 1,667 | 3 | 0.2% | $1,394 | 加仓 |
| BIL | SPDR SERIES TRUST | $73.81万 | 0.08% | 8,051 | -4,287 | -34.7% | -$39.30万 | 减仓 |
| CSCO | CISCO SYS INC | $71.59万 | 0.08% | 6,172 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $69.36万 | 0.07% | 7,933 | -181 | -2.2% | -$1.58万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $63.80万 | 0.07% | 22,113 | 36 | 0.2% | $1,039 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $63.78万 | 0.07% | 33,925 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $54.14万 | 0.06% | 1,520 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $52.55万 | 0.06% | 4,489 | 1 | 0.0% | $117 | 加仓 |
| GLDM | WORLD GOLD TR | $52.54万 | 0.06% | 6,556 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $49.93万 | 0.05% | 16,112 | 51 | 0.3% | $1,580 | 加仓 |
| CVX | CHEVRON CORPORATION | $49.64万 | 0.05% | 2,522 | -48 | -1.9% | -$9,448 | 减仓 |
| KO | COCA COLA CO | $48.40万 | 0.05% | 5,526 | -262 | -4.5% | -$2.29万 | 减仓 |
| ARKK | ARK ETF TR | $45.12万 | 0.05% | 6,333 | -350 | -5.2% | -$2.49万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $43.75万 | 0.05% | 14,613 | 3 | 0.0% | $90 | 加仓 |
| META | META PLATFORMS INC | $41.79万 | 0.04% | 751 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $40.59万 | 0.04% | 4,027 | 5 | 0.1% | $504 | 加仓 |
| PG | PROCTER & GAMBLE CO | $38.63万 | 0.04% | 2,673 | -56 | -2.1% | -$8,092 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $38.09万 | 0.04% | 8,051 | 8,051 | — | $38.09万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $36.78万 | 0.04% | 6,681 | 437 | 7.0% | $2.41万 | 加仓 |
| INTC | INTEL CORP | $36.21万 | 0.04% | 4,015 | 4,015 | — | $36.21万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $36.11万 | 0.04% | 2,060 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $36.03万 | 0.04% | 1,667 | 50 | 3.1% | $1.08万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $34.18万 | 0.04% | 3,154 | 3,154 | — | $34.18万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $33.69万 | 0.04% | 11,443 | 1,003 | 9.6% | $2.95万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $31.25万 | 0.03% | 9,710 | 85 | 0.9% | $2,735 | 加仓 |
| MCD | MCDONALDS CORP | $30.75万 | 0.03% | 1,136 | -46 | -3.9% | -$1.25万 | 减仓 |
| GOOG | ALPHABET INC | $30.18万 | 0.03% | 846 | -165 | -16.3% | -$5.89万 | 减仓 |
| LLY | ELI LILLY & CO | $29.42万 | 0.03% | 256 | 11 | 4.5% | $1.26万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $28.18万 | 0.03% | 944 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $27.24万 | 0.03% | 572 | 572 | — | $27.24万 | 新建仓 |
| SIL | GLOBAL X FDS | $26.09万 | 0.03% | 3,537 | 5 | 0.1% | $369 | 加仓 |
| TQQQ | PROSHARES TR | $25.95万 | 0.03% | 4,016 | 4,016 | — | $25.95万 | 新建仓 |
| IUSB | ISHARES TR | $25.45万 | 0.03% | 5,599 | -100 | -1.8% | -$4,545 | 减仓 |
| — | EXXON MOBIL CORP | $25.37万 | 0.03% | 1,632 | -273 | -14.3% | -$4.24万 | 减仓 |
| V | VISA INC | $24.86万 | 0.03% | 679 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $24.64万 | 0.03% | 2,892 | -210 | -6.8% | -$1.79万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $24.55万 | 0.03% | 7,316 | 12 | 0.2% | $403 | 加仓 |
| MRK | MERCK & CO INC | $24.15万 | 0.03% | 1,855 | -138 | -6.9% | -$1.80万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $23.86万 | 0.03% | 1,085 | -68 | -5.9% | -$1.50万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $23.84万 | 0.03% | 20,782 | 164 | 0.8% | $1,881 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $23.76万 | 0.03% | 1,765 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $23.64万 | 0.02% | 2,105 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $22.93万 | 0.02% | 1,466 | 9 | 0.6% | $1,408 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $22.80万 | 0.02% | 30,320 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $22.00万 | 0.02% | 7,191 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $21.95万 | 0.02% | 1,178 | 1,178 | — | $21.95万 | 新建仓 |
| ABBV | ABBVIE INC | $21.78万 | 0.02% | 868 | -127 | -12.8% | -$3.19万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.20万 | 0.02% | 7,728 | 7,728 | — | $21.20万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.84万 | 0.02% | 4,452 | -470 | -9.5% | -$2.20万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $20.67万 | 0.02% | 7,142 | 12 | 0.2% | $347 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.51万 | 0.02% | 917 | -94 | -9.3% | -$2.10万 | 减仓 |
| SGOV | ISHARES TR | $20.34万 | 0.02% | 2,020 | 2,020 | — | $20.34万 | 新建仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $20.26万 | 0.02% | 10,144 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $12.28万 | 0.01% | 10,962 | 94 | 0.9% | $1,053 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $5.73万 | 0.01% | 15,000 | 15,000 | — | $5.73万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -11,880 | -100.0% | -$103.62万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -935 | -100.0% | -$55.87万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,576 | -100.0% | -$35.63万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,734 | -100.0% | -$34.18万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,124 | -100.0% | -$24.93万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,626 | -100.0% | -$23.26万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,049 | -100.0% | -$22.16万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,576 | -100.0% | -$21.96万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,423 | -100.0% | -$20.84万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -206 | -100.0% | -$20.53万 | 清仓 |
| — | VERITONE INC | $0 | 0.00% | 0 | -22,500 | -100.0% | -$4.43万 | 清仓 |