13F 机构持仓

TIEMANN INVESTMENT ADVISORS, LLC

MENLO PARK CA · SEC CIK 0001575151

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AGG 8.0%
AAPL 5.9%
IUSB 5.1%
IEFA 4.6%
MSFT 3.4%
JPST 3.2%
GSST 3.1%
NVDA 2.6%
GOOGL 2.2%
JPM 2.0%

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
— HONEYWELL INTL INC $00.00%0 -1,632-100.0% -$36.89万 清仓
— VANGUARD INDEX FDS $00.00%0 -2,091-100.0% -$32.68万 清仓
PFE PFIZER INC $00.00%0 -8,550-100.0% -$24.01万 清仓
SNA SNAP ON INC $00.00%0 -545-100.0% -$19.80万 清仓
PSX PHILLIPS 66 $00.00%0 -1,067-100.0% -$19.44万 清仓
AMP AMERIPRISE FINL INC $00.00%0 -436-100.0% -$19.38万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -319-100.0% -$19.28万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -4,225-100.0% -$19.14万 清仓
AMT AMERICAN TOWER CORP $00.00%0 -1,092-100.0% -$18.85万 清仓
RIO RIO TINTO PLC $00.00%0 -2,000-100.0% -$18.66万 清仓
TXT TEXTRON INC $18.35万0.07%2,000 2,000— $18.35万 新建仓
MTD METTLER TOLEDO INTERNATIONAL $18.40万0.07%144 -10-6.5% -$1.28万 减仓
ETN EATON CORP PLC $18.54万0.07%435 435— $18.54万 新建仓
PCAR PACCAR INC $18.68万0.07%1,555 -150-8.8% -$1.80万 减仓
AZO AUTOZONE INC $18.86万0.07%59 47.3% $1.28万 加仓
OMC OMNICOM GROUP INC $19.27万0.07%2,646 00.0% — 不变
PEP PEPSICO INC $19.39万0.07%1,432 -100-6.5% -$1.35万 减仓
SO SOUTHERN CO $19.39万0.07%2,026 -300-12.9% -$2.87万 减仓
MET METLIFE INC $19.45万0.07%2,299 -75-3.2% -$6,346 重新持有
EIX EDISON INTL $19.60万0.07%2,633 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $19.80万0.07%732 -65-8.2% -$1.76万 减仓
JBHT HUNT J B TRANS SVCS INC $19.97万0.07%690 690— $19.97万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $20.06万0.07%268 -1,167-81.3% -$87.36万 重新持有
STT STATE STR CORP $20.10万0.07%1,185 1,185— $20.10万 新建仓
TEL TE CONNECTIVITY PLC $20.16万0.07%1,000 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $20.46万0.07%2,857 -142-4.7% -$1.02万 减仓
THC TENET HEALTHCARE CORP $20.67万0.07%1,105 -200-15.3% -$3.74万 减仓
ALB ALBEMARLE CORP $20.98万0.08%1,554 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $21.04万0.08%1,356 00.0% — 不变
EWA ISHARES INC $21.21万0.08%7,533 00.0% — 不变
TLT ISHARES TR $21.39万0.08%2,475 00.0% — 不变
INTU INTUIT $21.45万0.08%822 -140-14.6% -$3.65万 减仓
TJX TJX COS INC NEW $21.48万0.08%1,418 1007.6% $1.51万 加仓
ECL ECOLAB INC $21.73万0.08%780 00.0% — 不变
BKNG BOOKING HOLDINGS INC $21.92万0.08%1,230 302.5% $5,347 加仓
CB CHUBB LIMITED $22.32万0.08%655 -60-8.4% -$2.04万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $22.48万0.08%233 233— $22.48万 新建仓
EW EDWARDS LIFESCIENCES CORP $22.61万0.08%2,500 00.0% — 不变
VOO VANGUARD INDEX FDS $22.73万0.08%331 00.0% — 不变
— ISHARES INC $22.74万0.08%4,550 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $22.82万0.08%3,961 -60-1.5% -$3,457 减仓
FLEX FLEX LTD $22.85万0.08%1,410 1,410— $22.85万 新建仓
NTAP NETAPP INC $22.90万0.08%1,480 -245-14.2% -$3.79万 重新持有
NSC NORFOLK SOUTHN CORP $23.19万0.08%737 -100-11.9% -$3.15万 减仓
EMN EASTMAN CHEM CO $23.44万0.08%3,500 -75-2.1% -$5,024 减仓
LH LABCORP HOLDINGS INC $23.48万0.09%838 -50-5.6% -$1.40万 减仓
CCJ CAMECO CORP $23.94万0.09%2,350 00.0% — 不变
META META PLATFORMS INC $23.94万0.09%425 -34-7.4% -$1.92万 减仓
CMCSA COMCAST CORP NEW $24.08万0.09%9,810 -100-1.0% -$2,455 减仓
JNK SPDR SERIES TRUST $24.09万0.09%2,500 00.0% — 不变
PII POLARIS INC $24.30万0.09%3,550 00.0% — 不变
EWL ISHARES INC $24.35万0.09%3,875 00.0% — 不变
KMB KIMBERLY-CLARK CORP $24.75万0.09%2,255 00.0% — 不变
XFFCX FLAHERTY & CRUMRIN PFD & INM $25.05万0.09%15,388 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $25.06万0.09%1,715 -125-6.8% -$1.83万 减仓
SCHO SCHWAB STRATEGIC TR $25.23万0.09%10,450 00.0% — 不变
QCOM QUALCOMM INC $25.41万0.09%1,375 22519.6% $4.16万 重新持有
EWC ISHARES INC $25.48万0.09%4,420 00.0% — 不变
SLYV SPDR SERIES TRUST $25.71万0.09%2,356 00.0% — 不变
GPC GENUINE PARTS CO $26.07万0.09%2,210 -50-2.2% -$5,899 减仓
CVS CVS HEALTH CORP $26.08万0.09%2,520 -229-8.3% -$2.37万 减仓
ORLY OREILLY AUTOMOTIVE INC $26.66万0.10%2,895 -45-1.5% -$4,144 减仓
GILD GILEAD SCIENCES INC $26.81万0.10%2,122 -75-3.4% -$9,475 减仓
DLN WISDOMTREE TR $27.20万0.10%2,824 00.0% — 不变
TER TERADYNE INC $27.82万0.10%575 -85-12.9% -$4.11万 减仓
EXC EXELON CORP $27.86万0.10%5,975 -900-13.1% -$4.20万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $28.08万0.10%6,225 6,225— $28.08万 新建仓
TOL TOLL BROTHERS INC $28.09万0.10%1,705 -200-10.5% -$3.30万 减仓
TMO THERMO FISHER SCIENTIFIC INC $28.23万0.10%563 -40-6.6% -$2.01万 减仓
TSLA TESLA INC $29.02万0.11%690 00.0% — 不变
AMLP ALPS ETF TR $29.04万0.11%5,600 00.0% — 不变
FICO FAIR ISAAC CORP $29.27万0.11%245 -10-3.9% -$1.19万 减仓
ADM ARCHER DANIELS MIDLAND CO $29.49万0.11%3,860 -100-2.5% -$7,640 减仓
ROST ROSS STORES INC $30.29万0.11%1,423 352.5% $7,450 加仓
BWXT BWX TECHNOLOGIES INC $30.85万0.11%1,585 -100-5.9% -$1.95万 减仓
ROK ROCKWELL AUTOMATION INC $30.88万0.11%623 00.0% — 不变
NEE NEXTERA ENERGY INC $31.66万0.11%3,607 -150-4.0% -$1.32万 减仓
DLR DIGITAL RLTY TR INC $31.88万0.12%1,775 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $31.98万0.12%7,554 -400-5.0% -$1.69万 减仓
SHW SHERWIN WILLIAMS CO $32.09万0.12%932 00.0% — 不变
O REALTY INCOME CORP $32.19万0.12%5,195 -175-3.3% -$1.08万 减仓
BLK BLACKROCK INC $32.50万0.12%338 103.0% $9,616 加仓
XLI SELECT SECTOR SPDR TR $32.97万0.12%1,780 00.0% — 不变
SBUX STARBUCKS CORP $33.01万0.12%3,230 00.0% — 不变
WSM WILLIAMS SONOMA INC $33.80万0.12%1,450 -300-17.1% -$6.99万 减仓
SHY ISHARES TR $34.08万0.12%4,150 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $34.27万0.12%1,168 10.1% $293 加仓
CDNS CADENCE DESIGN SYSTEM INC $34.72万0.13%925 -50-5.1% -$1.88万 减仓
EWG ISHARES INC $35.01万0.13%8,463 -100-1.2% -$4,137 减仓
SNPS SYNOPSYS INC $35.91万0.13%805 00.0% — 不变
JBL JABIL INC $36.04万0.13%935 -125-11.8% -$4.82万 减仓
SCHX SCHWAB STRATEGIC TR $36.38万0.13%12,360 00.0% — 不变
WDC WESTERN DIGITAL CORP $37.30万0.14%584 584— $37.30万 新建仓
DELL DELL TECHNOLOGIES INC $38.23万0.14%886 886— $38.23万 新建仓
GM GENERAL MTRS CO $38.50万0.14%4,995 00.0% — 不变
FITB FIFTH THIRD BANCORP $38.97万0.14%6,913 -750-9.8% -$4.23万 减仓
CSX CSX CORP $39.74万0.14%8,360 -50-0.6% -$2,377 减仓
EWQ ISHARES INC $39.89万0.14%8,780 -100-1.1% -$4,543 减仓
CW CURTISS WRIGHT CORP $40.39万0.15%533 203.9% $1.52万 加仓
AMGN AMGEN INC $40.52万0.15%1,119 00.0% — 不变