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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $19.39万 | 0.07% | 1,432 | -100 | -6.5% | -$1.35万 | 减仓 |
| OMC | OMNICOM GROUP INC | $19.27万 | 0.07% | 2,646 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $18.86万 | 0.07% | 59 | 4 | 7.3% | $1.28万 | 加仓 |
| PCAR | PACCAR INC | $18.68万 | 0.07% | 1,555 | -150 | -8.8% | -$1.80万 | 减仓 |
| ETN | EATON CORP PLC | $18.54万 | 0.07% | 435 | 435 | — | $18.54万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $18.40万 | 0.07% | 144 | -10 | -6.5% | -$1.28万 | 减仓 |
| TXT | TEXTRON INC | $18.35万 | 0.07% | 2,000 | 2,000 | — | $18.35万 | 新建仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,632 | -100.0% | -$36.89万 | 清仓 |
| — | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,091 | -100.0% | -$32.68万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,550 | -100.0% | -$24.01万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -545 | -100.0% | -$19.80万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,067 | -100.0% | -$19.44万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -436 | -100.0% | -$19.38万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -319 | -100.0% | -$19.28万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,225 | -100.0% | -$19.14万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,092 | -100.0% | -$18.85万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$18.66万 | 清仓 |