TIEMANN INVESTMENT ADVISORS, LLC
MENLO PARK CA · SEC CIK 0001575151
$2.55亿2026Q1 申报市值
204持仓数
41.3%前十大占比 · 第一大 8.2%
10 / 9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
BND 新建仓+$143.30万
VTI 新建仓+$125.73万
SCHB 加仓+$70.53万
JPST 加仓+$58.05万
AGG 加仓+$43.34万
2026Q1 卖出最多 按季末市值估算
TSLA 减仓-$101.26万
CEF 清仓-$60.96万
NVDA 减仓-$49.16万
PHYS 清仓-$33.02万
GLD 减仓-$29.26万
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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $49.42万 | 0.19% | 6,498 | 675 | 11.6% | $5.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $49.32万 | 0.19% | 9,125 | -230 | -2.5% | -$1.24万 | 减仓 |
| EWN | ISHARES INC | $47.30万 | 0.19% | 8,225 | 0 | 0.0% | — | 不变 |
| IMSR | TERRESTRIAL ENERGY INC | $45.63万 | 0.18% | 75,995 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $44.72万 | 0.18% | 902 | 70 | 8.4% | $3.47万 | 加仓 |
| LQD | ISHARES TR | $44.66万 | 0.18% | 4,097 | -75 | -1.8% | -$8,176 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $41.86万 | 0.16% | 1,435 | 50 | 3.6% | $1.46万 | 加仓 |
| INTU | INTUIT | $41.59万 | 0.16% | 962 | 55 | 6.1% | $2.38万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.72万 | 0.16% | 1,680 | 150 | 9.8% | $3.64万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.93万 | 0.16% | 7,954 | -2,575 | -24.5% | -$12.93万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $39.92万 | 0.16% | 799 | 75 | 10.4% | $3.75万 | 加仓 |
| AMGN | AMGEN INC | $39.37万 | 0.15% | 1,119 | 75 | 7.2% | $2.64万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $38.97万 | 0.15% | 3,285 | -100 | -3.0% | -$1.19万 | 减仓 |
| EWQ | ISHARES INC | $38.52万 | 0.15% | 8,880 | -250 | -2.7% | -$1.08万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $38.50万 | 0.15% | 430 | 125 | 41.0% | $11.19万 | 加仓 |
| TXN | TEXAS INSTRS INC | $38.44万 | 0.15% | 1,980 | 40 | 2.1% | $7,766 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $38.30万 | 0.15% | 15,476 | -270 | -1.7% | -$6,682 | 减仓 |
| GM | GENERAL MTRS CO | $37.21万 | 0.15% | 4,995 | -50 | -1.0% | -$3,725 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.94万 | 0.14% | 1,816 | 456 | 33.5% | $9.28万 | 加仓 |
| — | HONEYWELL INTL INC | $36.89万 | 0.14% | 1,632 | -285 | -14.9% | -$6.44万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $35.60万 | 0.14% | 7,663 | 1,413 | 22.6% | $6.56万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $34.94万 | 0.14% | 513 | 68 | 15.3% | $4.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $34.90万 | 0.14% | 3,757 | -25 | -0.7% | -$2,322 | 减仓 |
| CSX | CSX CORP | $34.52万 | 0.14% | 8,410 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $34.46万 | 0.14% | 1,685 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $34.27万 | 0.13% | 4,150 | -1,000 | -19.4% | -$8.26万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $34.07万 | 0.13% | 1,008 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $33.97万 | 0.13% | 8,563 | -112 | -1.3% | -$4,443 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $33.92万 | 0.13% | 1,167 | 1 | 0.1% | $291 | 加仓 |
| EXC | EXELON CORP | $33.70万 | 0.13% | 6,875 | 200 | 3.0% | $9,804 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $32.92万 | 0.13% | 5,846 | 100 | 1.7% | $5,631 | 加仓 |
| O | REALTY INCOME CORP | $32.85万 | 0.13% | 5,370 | -660 | -10.9% | -$4.04万 | 减仓 |
| — | VANGUARD INDEX FDS | $32.68万 | 0.13% | 2,091 | 2,091 | — | $32.68万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $31.99万 | 0.13% | 1,775 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $31.92万 | 0.13% | 805 | 15 | 1.9% | $5,947 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $31.91万 | 0.13% | 1,750 | 200 | 12.9% | $3.65万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $31.69万 | 0.12% | 12,360 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $31.54万 | 0.12% | 328 | 13 | 4.1% | $1.25万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $30.62万 | 0.12% | 2,197 | -100 | -4.4% | -$1.39万 | 减仓 |
| ROST | ROSS STORES INC | $30.07万 | 0.12% | 1,388 | 255 | 22.5% | $5.52万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $29.88万 | 0.12% | 932 | 67 | 7.7% | $2.15万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.64万 | 0.12% | 603 | 125 | 26.2% | $6.14万 | 加仓 |
| AMLP | ALPS ETF TR | $29.48万 | 0.12% | 5,600 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $28.94万 | 0.11% | 3,230 | 300 | 10.2% | $2.69万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $28.79万 | 0.11% | 1,780 | -20 | -1.1% | -$3,235 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $28.79万 | 0.11% | 3,960 | 200 | 5.3% | $1.45万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $28.45万 | 0.11% | 9,910 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $28.16万 | 0.11% | 1,060 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $27.90万 | 0.11% | 1,554 | 12 | 0.8% | $2,154 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $27.52万 | 0.11% | 1,356 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $27.28万 | 0.11% | 3,575 | -180 | -4.8% | -$1.37万 | 减仓 |
| FICO | FAIR ISAAC CORP | $27.22万 | 0.11% | 255 | 8 | 3.2% | $8,540 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.14万 | 0.11% | 2,940 | 250 | 9.3% | $2.31万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $27.09万 | 0.11% | 975 | 100 | 11.4% | $2.78万 | 加仓 |
| META | META PLATFORMS INC | $26.26万 | 0.10% | 459 | 4 | 0.9% | $2,289 | 加仓 |
| TOL | TOLL BROTHERS INC | $26.00万 | 0.10% | 1,905 | 85 | 4.7% | $1.16万 | 加仓 |
| TSLA | TESLA INC | $25.65万 | 0.10% | 690 | -2,724 | -79.8% | -$101.26万 | 减仓 |
| CCJ | CAMECO CORP | $25.52万 | 0.10% | 2,350 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $25.36万 | 0.10% | 10,450 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $25.23万 | 0.10% | 2,824 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $24.63万 | 0.10% | 1,305 | 75 | 6.1% | $1.42万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.39万 | 0.10% | 4,021 | 225 | 5.9% | $1.36万 | 加仓 |
| EWC | ISHARES INC | $24.22万 | 0.09% | 4,420 | -2,600 | -37.0% | -$14.25万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.09万 | 0.09% | 1,840 | -100 | -5.2% | -$1.31万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $24.02万 | 0.09% | 837 | 85 | 11.3% | $2.44万 | 加仓 |
| PFE | PFIZER INC | $24.01万 | 0.09% | 8,550 | 500 | 6.2% | $1.40万 | 加仓 |
| JNK | SPDR SERIES TRUST | $23.93万 | 0.09% | 2,500 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $23.90万 | 0.09% | 2,260 | -100 | -4.2% | -$1.06万 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $23.84万 | 0.09% | 15,388 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $23.79万 | 0.09% | 1,532 | -275 | -15.2% | -$4.27万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $23.71万 | 0.09% | 888 | 56 | 6.7% | $1.50万 | 加仓 |
| CB | CHUBB LTD SWITZ | $23.30万 | 0.09% | 715 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $23.12万 | 0.09% | 2,999 | 50 | 1.7% | $3,854 | 加仓 |
| LRCX | LAM RESEARCH CORP | $22.86万 | 0.09% | 1,070 | -50 | -4.5% | -$1.07万 | 减仓 |
| EWL | ISHARES INC | $22.79万 | 0.09% | 3,875 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $22.45万 | 0.09% | 2,326 | 246 | 11.8% | $2.37万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $22.38万 | 0.09% | 623 | -10 | -1.6% | -$3,593 | 减仓 |
| SLYV | SPDR SERIES TRUST | $22.29万 | 0.09% | 2,356 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $22.17万 | 0.09% | 4,550 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $21.75万 | 0.09% | 2,255 | -490 | -17.9% | -$4.73万 | 减仓 |
| TLT | ISHARES TR | $21.46万 | 0.08% | 2,475 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.05万 | 0.08% | 1,318 | 1,318 | — | $21.05万 | 新建仓 |
| EWA | ISHARES INC | $20.91万 | 0.08% | 7,533 | -500 | -6.2% | -$1.39万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $20.90万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $20.75万 | 0.08% | 780 | -45 | -5.5% | -$1.20万 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC | $20.75万 | 0.08% | 797 | -10 | -1.2% | -$2,603 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $20.21万 | 0.08% | 48 | 3 | 6.7% | $1.26万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $20.02万 | 0.08% | 2,500 | -50 | -2.0% | -$4,004 | 减仓 |
| OMC | OMNICOM GROUP INC | $19.93万 | 0.08% | 2,646 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $19.80万 | 0.08% | 545 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $19.78万 | 0.08% | 331 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $19.75万 | 0.08% | 2,749 | -100 | -3.5% | -$7,185 | 减仓 |
| PCAR | PACCAR INC | $19.69万 | 0.08% | 1,705 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $19.57万 | 0.08% | 660 | 660 | — | $19.57万 | 新建仓 |
| PSX | PHILLIPS 66 | $19.44万 | 0.08% | 1,067 | 1,067 | — | $19.44万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $19.42万 | 0.08% | 154 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $19.38万 | 0.08% | 436 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $19.35万 | 0.08% | 3,550 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $19.28万 | 0.08% | 319 | 319 | — | $19.28万 | 新建仓 |
| EIX | EDISON INTL | $19.27万 | 0.08% | 2,633 | 2,633 | — | $19.27万 | 新建仓 |