TIEMANN INVESTMENT ADVISORS, LLC
MENLO PARK CA · SEC CIK 0001575151
$2.76亿2026Q2 申报市值
207持仓数
40.2%前十大占比 · 第一大 8.0%
9 / 10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
AGG 加仓+$111.11万
GSST 加仓+$47.52万
DELL 新建仓+$38.23万
WDC 新建仓+$37.30万
HPE 新建仓+$28.08万
2026Q2 卖出最多 按季末市值估算
SPY 重新持有-$87.36万
AAPL 减仓-$73.90万
NVDA 减仓-$56.23万
GOOGL 减仓-$43.38万
HONEYWELL INTL I 清仓-$36.89万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $41.04万 | 0.15% | 799 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $41.43万 | 0.15% | 2,865 | -420 | -12.8% | -$6.07万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $41.78万 | 0.15% | 5,696 | -150 | -2.6% | -$1.10万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $41.93万 | 0.15% | 1,270 | -165 | -11.5% | -$5.45万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $42.06万 | 0.15% | 430 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $42.69万 | 0.15% | 15,411 | -65 | -0.4% | -$1,801 | 减仓 |
| LRCX | LAM RESEARCH CORP | $44.20万 | 0.16% | 1,020 | -50 | -4.7% | -$2.17万 | 减仓 |
| LQD | ISHARES TR | $44.37万 | 0.16% | 4,067 | -30 | -0.7% | -$3,273 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $44.56万 | 0.16% | 3,520 | -300 | -7.9% | -$3.80万 | 减仓 |
| LIN | LINDE PLC | $44.73万 | 0.16% | 862 | -40 | -4.4% | -$2.08万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.13万 | 0.16% | 1,605 | -75 | -4.5% | -$2.11万 | 减仓 |
| PLD | PROLOGIS INC. | $46.20万 | 0.17% | 3,410 | -331 | -8.8% | -$4.48万 | 减仓 |
| DIS | DISNEY WALT CO | $46.75万 | 0.17% | 4,857 | -599 | -11.0% | -$5.77万 | 减仓 |
| KO | COCA COLA CO | $47.97万 | 0.17% | 5,903 | -595 | -9.2% | -$4.84万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.14万 | 0.17% | 1,008 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $48.96万 | 0.18% | 648 | 8 | 1.2% | $6,045 | 加仓 |
| PG | PROCTER & GAMBLE CO | $51.10万 | 0.19% | 3,484 | -115 | -3.2% | -$1.69万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $52.47万 | 0.19% | 5,723 | -310 | -5.1% | -$2.84万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.45万 | 0.19% | 8,955 | -170 | -1.9% | -$1.01万 | 减仓 |
| IMSR | TERRESTRIAL ENERGY INC | $53.80万 | 0.19% | 75,995 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $55.00万 | 0.20% | 1,756 | -150 | -7.9% | -$4.70万 | 减仓 |
| EWN | ISHARES INC | $56.45万 | 0.20% | 8,025 | -200 | -2.4% | -$1.41万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $56.84万 | 0.21% | 6,890 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $57.58万 | 0.21% | 2,117 | 35 | 1.7% | $9,520 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $58.10万 | 0.21% | 1,640 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $59.63万 | 0.22% | 2,206 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $59.73万 | 0.22% | 2,004 | 24 | 1.2% | $7,154 | 加仓 |
| EMR | EMERSON ELEC CO | $59.91万 | 0.22% | 4,185 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $60.77万 | 0.22% | 1,528 | -215 | -12.3% | -$8.55万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $60.77万 | 0.22% | 20,250 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $62.82万 | 0.23% | 1,280 | -230 | -15.2% | -$11.29万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $63.19万 | 0.23% | 1,868 | -51 | -2.7% | -$1.73万 | 减仓 |
| MS | MORGAN STANLEY | $64.15万 | 0.23% | 3,069 | -325 | -9.6% | -$6.79万 | 减仓 |
| NFLX | NETFLIX INC. | $64.97万 | 0.24% | 9,100 | -1,425 | -13.5% | -$10.17万 | 减仓 |
| TIP | ISHARES TR | $66.70万 | 0.24% | 6,095 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $67.06万 | 0.24% | 4,117 | -130 | -3.1% | -$2.12万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $67.14万 | 0.24% | 8,618 | 300 | 3.6% | $2.34万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $68.72万 | 0.25% | 10,662 | -100 | -0.9% | -$6,445 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $69.11万 | 0.25% | 19,127 | -65 | -0.3% | -$2,348 | 减仓 |
| DE | DEERE & CO | $69.59万 | 0.25% | 1,097 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $71.13万 | 0.26% | 2,032 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $72.47万 | 0.26% | 2,412 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $76.38万 | 0.28% | 8,418 | -785 | -8.5% | -$7.12万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $76.73万 | 0.28% | 3,230 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $78.75万 | 0.29% | 1,894 | 20 | 1.1% | $8,316 | 加仓 |
| T | AT&T INC | $79.16万 | 0.29% | 38,242 | -5,865 | -13.3% | -$12.14万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $79.93万 | 0.29% | 2,156 | -80 | -3.6% | -$2.97万 | 减仓 |
| BAC | BANK OF AMER CORP | $79.97万 | 0.29% | 14,035 | 160 | 1.2% | $9,117 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $80.60万 | 0.29% | 3,245 | -250 | -7.2% | -$6.21万 | 减仓 |
| MRK | MERCK & CO INC | $83.42万 | 0.30% | 6,492 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $92.21万 | 0.33% | 4,619 | -165 | -3.4% | -$3.29万 | 减仓 |
| EWU | ISHARES TR | $92.67万 | 0.34% | 20,085 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $96.15万 | 0.35% | 2,726 | -35 | -1.3% | -$1.23万 | 减仓 |
| IGIB | ISHARES TR | $96.59万 | 0.35% | 18,165 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES TR | $98.54万 | 0.36% | 41,456 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $101.09万 | 0.37% | 2,705 | -140 | -4.9% | -$5.23万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $103.17万 | 0.37% | 1,776 | -40 | -2.2% | -$2.32万 | 减仓 |
| GEV | GE VERNOVA INC | $104.56万 | 0.38% | 890 | -40 | -4.3% | -$4.70万 | 减仓 |
| EFA | ISHARES TR | $110.22万 | 0.40% | 10,610 | -100 | -0.9% | -$1.04万 | 减仓 |
| CMI | CUMMINS INC | $111.24万 | 0.40% | 1,559 | -27 | -1.7% | -$1.93万 | 减仓 |
| TDTT | FLEXSHARES TR | $114.38万 | 0.41% | 47,836 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $115.28万 | 0.42% | 10,178 | -500 | -4.7% | -$5.66万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $115.46万 | 0.42% | 3,959 | -75 | -1.9% | -$2.19万 | 减仓 |
| KLAC | KLA CORP | $121.89万 | 0.44% | 4,040 | -550 | -12.0% | -$16.59万 | 减仓 |
| RTX | RTX CORPORATION | $125.53万 | 0.45% | 6,616 | -90 | -1.3% | -$1.71万 | 减仓 |
| LOW | LOWES COS INC | $126.63万 | 0.46% | 5,743 | -250 | -4.2% | -$5.51万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $133.64万 | 0.48% | 46,145 | -331 | -0.7% | -$9,586 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $135.12万 | 0.49% | 1,336 | -163 | -10.9% | -$16.49万 | 减仓 |
| CRM | SALESFORCE INC | $137.16万 | 0.50% | 8,755 | -765 | -8.0% | -$11.98万 | 减仓 |
| EWJ | ISHARES INC | $139.97万 | 0.51% | 15,007 | -200 | -1.3% | -$1.87万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $140.59万 | 0.51% | 7,008 | -104 | -1.5% | -$2.09万 | 减仓 |
| GLW | CORNING INC | $142.40万 | 0.52% | 5,575 | -50 | -0.9% | -$1.28万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $143.40万 | 0.52% | 19,534 | 75 | 0.4% | $5,506 | 加仓 |
| VTI | VANGUARD INDEX FDS | $144.29万 | 0.52% | 3,899 | -20 | -0.5% | -$7,401 | 减仓 |
| V | VISA INC | $146.45万 | 0.53% | 4,268 | -325 | -7.1% | -$11.15万 | 减仓 |
| IEMG | ISHARES INC | $147.77万 | 0.54% | 17,838 | -55 | -0.3% | -$4,556 | 减仓 |
| IVW | ISHARES TR | $152.14万 | 0.55% | 11,062 | -703 | -6.0% | -$9.67万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $159.31万 | 0.58% | 17,468 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $172.98万 | 0.63% | 7,270 | -25 | -0.3% | -$5,949 | 减仓 |
| IVV | ISHARES TR | $176.59万 | 0.64% | 2,358 | -3 | -0.1% | -$2,247 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $181.22万 | 0.66% | 1,570 | -18 | -1.1% | -$2.08万 | 减仓 |
| IVE | ISHARES TR | $189.80万 | 0.69% | 8,359 | -125 | -1.5% | -$2.84万 | 减仓 |
| IWB | ISHARES TR | $194.92万 | 0.71% | 4,760 | -50 | -1.0% | -$2.05万 | 减仓 |
| INTC | INTEL CORP | $199.39万 | 0.72% | 14,280 | -100 | -0.7% | -$1.40万 | 减仓 |
| EEM | ISHARES TR | $200.28万 | 0.73% | 29,275 | -750 | -2.5% | -$5.13万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $204.11万 | 0.74% | 2,902 | -4 | -0.1% | -$2,813 | 减仓 |
| CSCO | CISCO SYS INC | $209.29万 | 0.76% | 17,818 | -984 | -5.2% | -$11.56万 | 减仓 |
| AVGO | BROADCOM INC | $220.08万 | 0.80% | 5,826 | -460 | -7.3% | -$17.38万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $226.38万 | 0.82% | 2,420 | -174 | -6.7% | -$16.28万 | 减仓 |
| IJK | ISHARES TR | $231.89万 | 0.84% | 19,735 | -95 | -0.5% | -$1.12万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $232.03万 | 0.84% | 36,960 | -205 | -0.6% | -$1.29万 | 减仓 |
| ABBV | ABBVIE INC | $232.19万 | 0.84% | 9,227 | -330 | -3.5% | -$8.30万 | 减仓 |
| CAT | CATERPILLAR INC | $250.89万 | 0.91% | 2,356 | -314 | -11.8% | -$33.44万 | 减仓 |
| GLD | SPDR GOLD TR | $250.94万 | 0.91% | 6,812 | -50 | -0.7% | -$1.84万 | 减仓 |
| LLY | ELI LILLY & CO | $257.76万 | 0.93% | 2,149 | -85 | -3.8% | -$10.20万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $265.42万 | 0.96% | 10,451 | -1,015 | -8.9% | -$25.78万 | 减仓 |
| IJT | ISHARES TR | $267.44万 | 0.97% | 14,973 | -56 | -0.4% | -$1.00万 | 减仓 |
| AMAT | APPLIED MATLS INC | $267.87万 | 0.97% | 3,705 | -250 | -6.3% | -$18.07万 | 减仓 |
| IJH | ISHARES TR | $270.22万 | 0.98% | 35,044 | -241 | -0.7% | -$1.86万 | 减仓 |
| IJJ | ISHARES TR | $279.27万 | 1.01% | 18,904 | -87 | -0.5% | -$1.29万 | 减仓 |