Advisors Asset Management, Inc.
Monument CO · SEC CIK 0001297376
$60.11亿2026Q1 申报市值
1,451持仓数
15.8%前十大占比 · 第一大 2.7%
69 / 63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
XSSPX 加仓+$1,830.10万
AZN 新建仓+$1,046.78万
MHD 加仓+$667.73万
MUC 加仓+$665.78万
MYI 加仓+$492.21万
2026Q1 卖出最多 按季末市值估算
NUVEEN S&P 500 B 清仓-$1,922.04万
GOOGL 减仓-$1,182.16万
AZN 清仓-$732.96万
WMT 减仓-$715.70万
BLACKROCK MUNIVE 清仓-$591.27万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $3,574.84万 | 0.59% | 460,735 | -57,521 | -11.1% | -$446.31万 | 减仓 |
| T | AT&T INC | $3,627.00万 | 0.60% | 1,251,122 | -79,622 | -6.0% | -$230.82万 | 减仓 |
| AMGN | AMGEN INC | $3,651.46万 | 0.61% | 103,779 | -3,101 | -2.9% | -$109.11万 | 减仓 |
| GLW | CORNING INC | $3,673.72万 | 0.61% | 270,186 | -38,046 | -12.3% | -$517.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,717.18万 | 0.62% | 37,305 | 979 | 2.7% | $97.55万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,840.57万 | 0.64% | 158,446 | -5,579 | -3.4% | -$135.23万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,977.74万 | 0.66% | 192,254 | -834 | -0.4% | -$17.26万 | 减仓 |
| SHOP | SHOPIFY INC | $4,028.77万 | 0.67% | 339,637 | -6,652 | -1.9% | -$78.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,076.67万 | 0.68% | 166,776 | -13,108 | -7.3% | -$320.41万 | 减仓 |
| MRK | MERCK & CO INC | $4,203.85万 | 0.70% | 349,476 | 6,787 | 2.0% | $81.64万 | 加仓 |
| AVGO | BROADCOM INC | $4,230.38万 | 0.70% | 136,680 | -12,018 | -8.1% | -$371.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,646.11万 | 0.94% | 112,999 | -3,165 | -2.7% | -$158.14万 | 减仓 |
| V | VISA INC | $5,810.35万 | 0.97% | 192,243 | -3,442 | -1.8% | -$104.03万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,023.00万 | 1.00% | 1,199,801 | -35,624 | -2.9% | -$178.83万 | 减仓 |
| META | META PLATFORMS INC | $8,685.39万 | 1.44% | 151,808 | -2,643 | -1.7% | -$151.21万 | 减仓 |
| WMT | WALMART INC | $9,317.45万 | 1.55% | 749,714 | -57,588 | -7.1% | -$715.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.02亿 | 1.69% | 274,697 | -6,735 | -2.4% | -$249.31万 | 减仓 |
| AAPL | APPLE INC | $1.33亿 | 2.22% | 525,365 | -22,351 | -4.1% | -$567.25万 | 减仓 |
| AMZN | AMAZON COM INC | $1.55亿 | 2.59% | 746,280 | -26,380 | -3.4% | -$549.42万 | 减仓 |
| GOOGL | ALPHABET INC | $1.60亿 | 2.66% | 556,253 | -41,110 | -6.9% | -$1,182.16万 | 减仓 |