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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $51.10万 | 0.19% | 3,484 | -115 | -3.2% | -$1.69万 | 减仓 |
| MCK | MCKESSON CORP | $48.96万 | 0.18% | 648 | 8 | 1.2% | $6,045 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.14万 | 0.17% | 1,008 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $47.97万 | 0.17% | 5,903 | -595 | -9.2% | -$4.84万 | 减仓 |
| DIS | DISNEY WALT CO | $46.75万 | 0.17% | 4,857 | -599 | -11.0% | -$5.77万 | 减仓 |
| PLD | PROLOGIS INC. | $46.20万 | 0.17% | 3,410 | -331 | -8.8% | -$4.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.13万 | 0.16% | 1,605 | -75 | -4.5% | -$2.11万 | 减仓 |
| LIN | LINDE PLC | $44.73万 | 0.16% | 862 | -40 | -4.4% | -$2.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $44.56万 | 0.16% | 3,520 | -300 | -7.9% | -$3.80万 | 减仓 |
| LQD | ISHARES TR | $44.37万 | 0.16% | 4,067 | -30 | -0.7% | -$3,273 | 减仓 |
| LRCX | LAM RESEARCH CORP | $44.20万 | 0.16% | 1,020 | -50 | -4.7% | -$2.17万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $42.69万 | 0.15% | 15,411 | -65 | -0.4% | -$1,801 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $42.06万 | 0.15% | 430 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $41.93万 | 0.15% | 1,270 | -165 | -11.5% | -$5.45万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $41.78万 | 0.15% | 5,696 | -150 | -2.6% | -$1.10万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $41.43万 | 0.15% | 2,865 | -420 | -12.8% | -$6.07万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $41.04万 | 0.15% | 799 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $40.52万 | 0.15% | 1,119 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $40.39万 | 0.15% | 533 | 20 | 3.9% | $1.52万 | 加仓 |
| EWQ | ISHARES INC | $39.89万 | 0.14% | 8,780 | -100 | -1.1% | -$4,543 | 减仓 |
| CSX | CSX CORP | $39.74万 | 0.14% | 8,360 | -50 | -0.6% | -$2,377 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $38.97万 | 0.14% | 6,913 | -750 | -9.8% | -$4.23万 | 减仓 |
| GM | GENERAL MTRS CO | $38.50万 | 0.14% | 4,995 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $38.23万 | 0.14% | 886 | 886 | — | $38.23万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $37.30万 | 0.14% | 584 | 584 | — | $37.30万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $36.38万 | 0.13% | 12,360 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $36.04万 | 0.13% | 935 | -125 | -11.8% | -$4.82万 | 减仓 |
| SNPS | SYNOPSYS INC | $35.91万 | 0.13% | 805 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $35.01万 | 0.13% | 8,463 | -100 | -1.2% | -$4,137 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $34.72万 | 0.13% | 925 | -50 | -5.1% | -$1.88万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $34.27万 | 0.12% | 1,168 | 1 | 0.1% | $293 | 加仓 |
| SHY | ISHARES TR | $34.08万 | 0.12% | 4,150 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $33.80万 | 0.12% | 1,450 | -300 | -17.1% | -$6.99万 | 减仓 |
| SBUX | STARBUCKS CORP | $33.01万 | 0.12% | 3,230 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $32.97万 | 0.12% | 1,780 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $32.50万 | 0.12% | 338 | 10 | 3.0% | $9,616 | 加仓 |
| O | REALTY INCOME CORP | $32.19万 | 0.12% | 5,195 | -175 | -3.3% | -$1.08万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $32.09万 | 0.12% | 932 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $31.98万 | 0.12% | 7,554 | -400 | -5.0% | -$1.69万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $31.88万 | 0.12% | 1,775 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $31.66万 | 0.11% | 3,607 | -150 | -4.0% | -$1.32万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $30.88万 | 0.11% | 623 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $30.85万 | 0.11% | 1,585 | -100 | -5.9% | -$1.95万 | 减仓 |
| ROST | ROSS STORES INC | $30.29万 | 0.11% | 1,423 | 35 | 2.5% | $7,450 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $29.49万 | 0.11% | 3,860 | -100 | -2.5% | -$7,640 | 减仓 |
| FICO | FAIR ISAAC CORP | $29.27万 | 0.11% | 245 | -10 | -3.9% | -$1.19万 | 减仓 |
| AMLP | ALPS ETF TR | $29.04万 | 0.11% | 5,600 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $29.02万 | 0.11% | 690 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.23万 | 0.10% | 563 | -40 | -6.6% | -$2.01万 | 减仓 |
| TOL | TOLL BROTHERS INC | $28.09万 | 0.10% | 1,705 | -200 | -10.5% | -$3.30万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $28.08万 | 0.10% | 6,225 | 6,225 | — | $28.08万 | 新建仓 |
| EXC | EXELON CORP | $27.86万 | 0.10% | 5,975 | -900 | -13.1% | -$4.20万 | 减仓 |
| TER | TERADYNE INC | $27.82万 | 0.10% | 575 | -85 | -12.9% | -$4.11万 | 减仓 |
| DLN | WISDOMTREE TR | $27.20万 | 0.10% | 2,824 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $26.81万 | 0.10% | 2,122 | -75 | -3.4% | -$9,475 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $26.66万 | 0.10% | 2,895 | -45 | -1.5% | -$4,144 | 减仓 |
| CVS | CVS HEALTH CORP | $26.08万 | 0.09% | 2,520 | -229 | -8.3% | -$2.37万 | 减仓 |
| GPC | GENUINE PARTS CO | $26.07万 | 0.09% | 2,210 | -50 | -2.2% | -$5,899 | 减仓 |
| SLYV | SPDR SERIES TRUST | $25.71万 | 0.09% | 2,356 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $25.48万 | 0.09% | 4,420 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $25.41万 | 0.09% | 1,375 | 225 | 19.6% | $4.16万 | 重新持有 |
| SCHO | SCHWAB STRATEGIC TR | $25.23万 | 0.09% | 10,450 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.06万 | 0.09% | 1,715 | -125 | -6.8% | -$1.83万 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $25.05万 | 0.09% | 15,388 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $24.75万 | 0.09% | 2,255 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $24.35万 | 0.09% | 3,875 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $24.30万 | 0.09% | 3,550 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $24.09万 | 0.09% | 2,500 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $24.08万 | 0.09% | 9,810 | -100 | -1.0% | -$2,455 | 减仓 |
| META | META PLATFORMS INC | $23.94万 | 0.09% | 425 | -34 | -7.4% | -$1.92万 | 减仓 |
| CCJ | CAMECO CORP | $23.94万 | 0.09% | 2,350 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $23.48万 | 0.09% | 838 | -50 | -5.6% | -$1.40万 | 减仓 |
| EMN | EASTMAN CHEM CO | $23.44万 | 0.08% | 3,500 | -75 | -2.1% | -$5,024 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $23.19万 | 0.08% | 737 | -100 | -11.9% | -$3.15万 | 减仓 |
| NTAP | NETAPP INC | $22.90万 | 0.08% | 1,480 | -245 | -14.2% | -$3.79万 | 重新持有 |
| FLEX | FLEX LTD | $22.85万 | 0.08% | 1,410 | 1,410 | — | $22.85万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.82万 | 0.08% | 3,961 | -60 | -1.5% | -$3,457 | 减仓 |
| — | ISHARES INC | $22.74万 | 0.08% | 4,550 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $22.73万 | 0.08% | 331 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $22.61万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.48万 | 0.08% | 233 | 233 | — | $22.48万 | 新建仓 |
| CB | CHUBB LIMITED | $22.32万 | 0.08% | 655 | -60 | -8.4% | -$2.04万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $21.92万 | 0.08% | 1,230 | 30 | 2.5% | $5,347 | 加仓 |
| ECL | ECOLAB INC | $21.73万 | 0.08% | 780 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.48万 | 0.08% | 1,418 | 100 | 7.6% | $1.51万 | 加仓 |
| INTU | INTUIT | $21.45万 | 0.08% | 822 | -140 | -14.6% | -$3.65万 | 减仓 |
| TLT | ISHARES TR | $21.39万 | 0.08% | 2,475 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES INC | $21.21万 | 0.08% | 7,533 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $21.04万 | 0.08% | 1,356 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $20.98万 | 0.08% | 1,554 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $20.67万 | 0.07% | 1,105 | -200 | -15.3% | -$3.74万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $20.46万 | 0.07% | 2,857 | -142 | -4.7% | -$1.02万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $20.16万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $20.10万 | 0.07% | 1,185 | 1,185 | — | $20.10万 | 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 |
| JBHT | HUNT J B TRANS SVCS INC | $19.97万 | 0.07% | 690 | 690 | — | $19.97万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $19.80万 | 0.07% | 732 | -65 | -8.2% | -$1.76万 | 减仓 |
| EIX | EDISON INTL | $19.60万 | 0.07% | 2,633 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $19.45万 | 0.07% | 2,299 | -75 | -3.2% | -$6,346 | 重新持有 |
| SO | SOUTHERN CO | $19.39万 | 0.07% | 2,026 | -300 | -12.9% | -$2.87万 | 减仓 |