AIMZ Investment Advisors, LLC
LOS ALTOS CA · SEC CIK 0001630365
$3.63亿2026Q2 申报市值
153持仓数
33.9%前十大占比 · 第一大 7.1%
15 / 3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
ZTS 新建仓+$353.48万
JKHY 新建仓+$238.98万
SPGI 新建仓+$119.41万
MU 新建仓+$72.26万
GLW 新建仓+$35.76万
2026Q2 卖出最多 按季末市值估算
SPGI 清仓-$124.70万
GOOG 减仓-$42.40万
ADI 减仓-$34.16万
NVDA 减仓-$34.02万
HONEYWELL INTL I 清仓-$28.66万
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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $208.19万 | 0.57% | 13,284 | -50 | -0.4% | -$7,836 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $213.91万 | 0.59% | 7,181 | 38 | 0.5% | $1.13万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $230.07万 | 0.63% | 53,282 | -153 | -0.3% | -$6,607 | 减仓 |
| VHT | VANGUARD WORLD FD | $233.13万 | 0.64% | 7,797 | -143 | -1.8% | -$4.28万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $238.98万 | 0.66% | 17,350 | 17,350 | — | $238.98万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $240.87万 | 0.66% | 8,906 | -23 | -0.3% | -$6,221 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $247.84万 | 0.68% | 74,493 | -1,235 | -1.6% | -$4.11万 | 减仓 |
| LOW | LOWES COS INC | $249.26万 | 0.69% | 11,305 | 1 | 0.0% | $220 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $254.69万 | 0.70% | 3,819 | -3 | -0.1% | -$2,001 | 减仓 |
| CI | THE CIGNA GROUP | $254.84万 | 0.70% | 9,244 | -30 | -0.3% | -$8,270 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $265.86万 | 0.73% | 16,824 | -660 | -3.8% | -$10.43万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $271.76万 | 0.75% | 11,485 | 3 | 0.0% | $710 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $278.76万 | 0.77% | 39,339 | -1,500 | -3.7% | -$10.63万 | 减仓 |
| SYK | STRYKER CORPORATION | $284.39万 | 0.78% | 9,033 | 1 | 0.0% | $315 | 加仓 |
| VTV | VANGUARD INDEX FDS | $293.85万 | 0.81% | 13,484 | -4 | -0.0% | -$872 | 减仓 |
| KLAC | KLA CORP | $295.98万 | 0.81% | 9,810 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $302.60万 | 0.83% | 23,024 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $302.63万 | 0.83% | 52,522 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $308.27万 | 0.85% | 293,869 | 62 | 0.0% | $650 | 加仓 |
| GSK | GSK PLC | $310.40万 | 0.85% | 59,214 | -120 | -0.2% | -$6,290 | 减仓 |
| ADI | ANALOG DEVICES INC | $311.08万 | 0.86% | 7,832 | -860 | -9.9% | -$34.16万 | 减仓 |
| ADBE | ADOBE INC | $314.71万 | 0.87% | 15,350 | 55 | 0.4% | $1.13万 | 加仓 |
| PRLB | PROTO LABS INC | $315.67万 | 0.87% | 38,728 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $327.35万 | 0.90% | 25,475 | 151 | 0.6% | $1.94万 | 加仓 |
| NICE | NICE LTD | $328.70万 | 0.90% | 36,180 | -1,020 | -2.7% | -$9.27万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $338.04万 | 0.93% | 17,107 | -730 | -4.1% | -$14.43万 | 减仓 |
| ZTS | ZOETIS INC | $353.48万 | 0.97% | 49,190 | 49,190 | — | $353.48万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $354.38万 | 0.97% | 13,954 | -174 | -1.2% | -$4.42万 | 减仓 |
| ABBV | ABBVIE INC | $386.91万 | 1.06% | 15,376 | -122 | -0.8% | -$3.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $402.44万 | 1.11% | 20,113 | -1,700 | -7.8% | -$34.02万 | 减仓 |
| INTC | INTEL CORP | $404.12万 | 1.11% | 28,942 | -60 | -0.2% | -$8,378 | 减仓 |
| CTAS | CINTAS CORP | $424.06万 | 1.17% | 24,933 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $442.02万 | 1.22% | 160,910 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC | $451.11万 | 1.24% | 61,636 | 200 | 0.3% | $1.46万 | 加仓 |
| AMGN | AMGEN INC | $468.41万 | 1.29% | 12,935 | 51 | 0.4% | $1.85万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $498.67万 | 1.37% | 17,733 | 2 | 0.0% | $562 | 加仓 |
| AZN | ASTRAZENECA PLC | $515.98万 | 1.42% | 27,221 | -75 | -0.3% | -$1.42万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $519.30万 | 1.43% | 10,378 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $519.81万 | 1.43% | 45,895 | -209 | -0.5% | -$2.37万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $548.64万 | 1.51% | 48,258 | -20 | -0.0% | -$2,274 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $591.80万 | 1.63% | 9,491 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $604.75万 | 1.66% | 37,106 | -297 | -0.8% | -$4.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $630.10万 | 1.73% | 15,160 | 1 | 0.0% | $416 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $721.57万 | 1.99% | 212,978 | -2,000 | -0.9% | -$6.78万 | 减仓 |
| INCY | INCYTE CORP | $738.35万 | 2.03% | 65,133 | -25 | -0.0% | -$2,834 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $755.80万 | 2.08% | 40,129 | -327 | -0.8% | -$6.16万 | 减仓 |
| CSCO | CISCO SYS INC | $770.04万 | 2.12% | 65,557 | -271 | -0.4% | -$3.18万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $774.70万 | 2.13% | 61,319 | -19 | -0.0% | -$2,400 | 减仓 |
| NTAP | NETAPP INC | $851.75万 | 2.34% | 55,037 | 3 | 0.0% | $464 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $990.03万 | 2.72% | 19,931 | -25 | -0.1% | -$1.24万 | 减仓 |
| QCOM | QUALCOMM INC | $1,031.86万 | 2.84% | 55,840 | -97 | -0.2% | -$1.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,040.59万 | 2.86% | 27,896 | -50 | -0.2% | -$1.87万 | 减仓 |
| GOOG | ALPHABET INC | $1,361.28万 | 3.75% | 38,527 | -1,200 | -3.0% | -$42.40万 | 减仓 |
| META | META PLATFORMS INC | $1,409.58万 | 3.88% | 25,024 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,499.49万 | 4.13% | 41,959 | -308 | -0.7% | -$11.01万 | 减仓 |
| AAPL | APPLE INC | $2,594.55万 | 7.14% | 89,665 | -955 | -1.1% | -$27.63万 | 减仓 |