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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $2,093.69万 | 8.21% | 210,908 | 4,366 | 2.1% | $43.34万 | 加仓 |
| AAPL | APPLE INC | $1,502.78万 | 5.89% | 59,213 | 1,128 | 1.9% | $28.63万 | 加仓 |
| IUSB | ISHARES TR | $1,393.87万 | 5.47% | 301,769 | 6,377 | 2.2% | $29.46万 | 加仓 |
| IEFA | ISHARES TR | $1,190.54万 | 4.67% | 131,508 | -2,236 | -1.7% | -$20.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $962.07万 | 3.77% | 25,990 | 641 | 2.5% | $23.73万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $871.80万 | 3.42% | 172,257 | 11,470 | 7.1% | $58.05万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $819.27万 | 3.21% | 162,070 | 4,190 | 2.7% | $21.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $672.14万 | 2.64% | 38,540 | -2,819 | -6.8% | -$49.16万 | 减仓 |
| GOOGL | ALPHABET INC | $524.45万 | 2.06% | 18,238 | 1,366 | 8.1% | $39.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $511.54万 | 2.01% | 17,390 | 421 | 2.5% | $12.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $434.16万 | 1.70% | 9,060 | 65 | 0.7% | $3.11万 | 加仓 |
| ORCL | ORACLE CORP | $416.69万 | 1.63% | 28,325 | 175 | 0.6% | $2.57万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $396.31万 | 1.55% | 108,311 | -1,391 | -1.3% | -$5.09万 | 减仓 |
| AMZN | AMAZON COM INC | $341.73万 | 1.34% | 16,408 | 881 | 5.7% | $18.35万 | 加仓 |
| GOOG | ALPHABET INC | $318.73万 | 1.25% | 11,111 | -413 | -3.6% | -$11.85万 | 减仓 |
| IJS | ISHARES TR | $303.13万 | 1.19% | 25,591 | 298 | 1.2% | $3.53万 | 加仓 |
| GLD | SPDR GOLD TR | $295.26万 | 1.16% | 6,862 | -680 | -9.0% | -$29.26万 | 减仓 |
| IJR | ISHARES TR | $288.85万 | 1.13% | 23,236 | 41 | 0.2% | $5,097 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $280.27万 | 1.10% | 11,466 | 573 | 5.3% | $14.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $258.47万 | 1.01% | 2,594 | 7 | 0.3% | $6,975 | 加仓 |
| IJJ | ISHARES TR | $251.63万 | 0.99% | 18,991 | 60 | 0.3% | $7,950 | 加仓 |
| IJH | ISHARES TR | $238.28万 | 0.93% | 35,285 | -197 | -0.6% | -$1.33万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $230.89万 | 0.91% | 37,165 | -292 | -0.8% | -$1.81万 | 减仓 |
| IJT | ISHARES TR | $217.50万 | 0.85% | 15,029 | -22 | -0.1% | -$3,184 | 减仓 |
| ABBV | ABBVIE INC | $207.86万 | 0.82% | 9,557 | -500 | -5.0% | -$10.87万 | 减仓 |
| LLY | ELI LILLY & CO | $205.48万 | 0.81% | 2,234 | 435 | 24.2% | $40.01万 | 加仓 |
| IJK | ISHARES TR | $199.53万 | 0.78% | 19,830 | -130 | -0.7% | -$1.31万 | 减仓 |
| AVGO | BROADCOM INC | $194.56万 | 0.76% | 6,286 | 531 | 9.2% | $16.43万 | 加仓 |
| CAT | CATERPILLAR INC | $189.16万 | 0.74% | 2,670 | -44 | -1.6% | -$3.12万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $179.23万 | 0.70% | 2,906 | -33 | -1.1% | -$2.04万 | 减仓 |
| IVE | ISHARES TR | $179.14万 | 0.70% | 8,484 | -37 | -0.4% | -$7,813 | 减仓 |
| CRM | SALESFORCE INC | $177.71万 | 0.70% | 9,520 | -60 | -0.6% | -$1.12万 | 减仓 |
| IWB | ISHARES TR | $171.51万 | 0.67% | 4,810 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $170.52万 | 0.67% | 30,025 | -650 | -2.1% | -$3.69万 | 减仓 |
| IVV | ISHARES TR | $154.22万 | 0.60% | 2,361 | 22 | 0.9% | $1.44万 | 加仓 |
| ALL | ALLSTATE CORP | $151.25万 | 0.59% | 7,295 | 150 | 2.1% | $3.11万 | 加仓 |
| CSCO | CISCO SYS INC | $145.88万 | 0.57% | 18,802 | 700 | 3.9% | $5.43万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $143.30万 | 0.56% | 19,459 | 19,459 | — | $143.30万 | 新建仓 |
| LOW | LOWES COS INC | $141.60万 | 0.56% | 5,993 | -100 | -1.6% | -$2.36万 | 减仓 |
| V | VISA INC | $138.84万 | 0.54% | 4,593 | 84 | 1.9% | $2.54万 | 加仓 |
| AMAT | APPLIED MATLS INC | $135.18万 | 0.53% | 3,955 | 270 | 7.3% | $9.23万 | 加仓 |
| IVW | ISHARES TR | $133.07万 | 0.52% | 11,765 | -90 | -0.8% | -$1.02万 | 减仓 |
| WMT | WALMART INC | $132.71万 | 0.52% | 10,678 | 120 | 1.1% | $1.49万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $129.74万 | 0.51% | 7,112 | 29 | 0.4% | $5,290 | 加仓 |
| RTX | RTX CORPORATION | $129.36万 | 0.51% | 6,706 | 200 | 3.1% | $3.86万 | 加仓 |
| EWJ | ISHARES INC | $128.41万 | 0.50% | 15,207 | -775 | -4.8% | -$6.54万 | 减仓 |
| T | AT&T INC | $127.87万 | 0.50% | 44,107 | 63 | 0.1% | $1,826 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $126.81万 | 0.50% | 1,499 | 60 | 4.2% | $5.08万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $125.73万 | 0.49% | 3,919 | 3,919 | — | $125.73万 | 新建仓 |
| IEMG | ISHARES INC | $124.80万 | 0.49% | 17,893 | -170 | -0.9% | -$1.19万 | 减仓 |
| RGLD | ROYAL GOLD INC | $121.76万 | 0.48% | 4,784 | 40 | 0.8% | $1.02万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $116.66万 | 0.46% | 46,476 | 28,100 | 152.9% | $70.53万 | 加仓 |
| TDTT | FLEXSHARES TR | $115.96万 | 0.45% | 47,836 | 1,000 | 2.1% | $2.42万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $112.86万 | 0.44% | 17,468 | 100 | 0.6% | $6,461 | 加仓 |
| EFA | ISHARES TR | $104.03万 | 0.41% | 10,710 | -375 | -3.4% | -$3.64万 | 减仓 |
| NFLX | NETFLIX INC. | $101.20万 | 0.40% | 10,525 | 500 | 5.0% | $4.81万 | 加仓 |
| TDTF | FLEXSHARES TR | $99.95万 | 0.39% | 41,456 | 1,650 | 4.1% | $3.98万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $97.64万 | 0.38% | 4,034 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $97.60万 | 0.38% | 3,495 | -151 | -4.1% | -$4.22万 | 减仓 |
| IGIB | ISHARES TR | $96.68万 | 0.38% | 18,165 | -120 | -0.7% | -$6,387 | 减仓 |
| ABT | ABBOTT LABORATORIES | $94.49万 | 0.37% | 9,203 | -345 | -3.6% | -$3.54万 | 减仓 |
| EWU | ISHARES TR | $91.51万 | 0.36% | 20,085 | -250 | -1.2% | -$1.14万 | 减仓 |
| HD | HOME DEPOT INC | $90.82万 | 0.36% | 2,761 | 100 | 3.8% | $3.29万 | 加仓 |
| CMI | CUMMINS INC | $85.37万 | 0.33% | 1,586 | 10 | 0.6% | $5,383 | 加仓 |
| GEV | GE VERNOVA INC | $81.18万 | 0.32% | 930 | -5 | -0.5% | -$4,364 | 减仓 |
| GE | GE AEROSPACE | $80.73万 | 0.32% | 2,845 | -25 | -0.9% | -$7,094 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $80.35万 | 0.32% | 1,743 | 5 | 0.3% | $2,305 | 加仓 |
| MRK | MERCK & CO INC | $78.09万 | 0.31% | 6,492 | -332 | -4.9% | -$3.99万 | 减仓 |
| GLW | CORNING INC | $76.48万 | 0.30% | 5,625 | 150 | 2.7% | $2.04万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $73.15万 | 0.29% | 2,236 | 165 | 8.0% | $5.40万 | 加仓 |
| MCD | MCDONALDS CORP | $68.56万 | 0.27% | 2,206 | 185 | 9.2% | $5.75万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $68.25万 | 0.27% | 3,230 | 140 | 4.5% | $2.96万 | 加仓 |
| FDX | FEDEX CORP | $67.91万 | 0.27% | 1,906 | 90 | 5.0% | $3.21万 | 加仓 |
| BAC | BANK AMERICA CORP | $67.64万 | 0.27% | 13,875 | 50 | 0.4% | $2,437 | 加仓 |
| KLAC | KLA CORP | $67.58万 | 0.27% | 459 | 37 | 8.8% | $5.45万 | 加仓 |
| TIP | ISHARES TR | $67.26万 | 0.26% | 6,095 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $67.18万 | 0.26% | 10,762 | 200 | 1.9% | $1.25万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $65.22万 | 0.26% | 8,318 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $63.46万 | 0.25% | 14,380 | 500 | 3.6% | $2.21万 | 加仓 |
| DE | DEERE & CO | $61.79万 | 0.24% | 1,097 | -58 | -5.0% | -$3.27万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $60.89万 | 0.24% | 20,250 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $59.82万 | 0.23% | 2,412 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $58.65万 | 0.23% | 1,510 | 70 | 4.9% | $2.72万 | 加仓 |
| DHI | D R HORTON INC | $58.28万 | 0.23% | 4,247 | 250 | 6.3% | $3.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $58.05万 | 0.23% | 1,919 | 100 | 5.5% | $3.02万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $57.38万 | 0.23% | 2,032 | 10 | 0.5% | $2,824 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $56.29万 | 0.22% | 1,640 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $55.86万 | 0.22% | 3,394 | 500 | 17.3% | $8.23万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $55.81万 | 0.22% | 19,192 | -140 | -0.7% | -$4,071 | 减仓 |
| MCK | MCKESSON CORP | $55.38万 | 0.22% | 640 | 25 | 4.1% | $2.16万 | 加仓 |
| EMR | EMERSON ELEC CO | $54.83万 | 0.22% | 4,185 | -100 | -2.3% | -$1.31万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $53.65万 | 0.21% | 1,588 | 388 | 32.3% | $13.11万 | 加仓 |
| DIS | DISNEY WALT CO | $52.58万 | 0.21% | 5,456 | 879 | 19.2% | $8.47万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $52.18万 | 0.20% | 6,890 | -125 | -1.8% | -$9,468 | 减仓 |
| PG | PROCTER & GAMBLE CO | $51.99万 | 0.20% | 3,599 | -150 | -4.0% | -$2.17万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $51.42万 | 0.20% | 6,033 | 130 | 2.2% | $1.11万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.73万 | 0.20% | 1,874 | -157 | -7.7% | -$4.25万 | 减仓 |
| UNP | UNION PAC CORP | $50.51万 | 0.20% | 2,082 | 65 | 3.2% | $1.58万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $50.02万 | 0.20% | 3,820 | 80 | 2.1% | $1.05万 | 加仓 |
| PLD | PROLOGIS INC. | $49.45万 | 0.19% | 3,741 | 320 | 9.4% | $4.23万 | 加仓 |