AIMZ Investment Advisors, LLC
LOS ALTOS CA · SEC CIK 0001630365
$3.24亿2026Q1 申报市值
139持仓数
34.0%前十大占比 · 第一大 7.1%
4 / 3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
AZN 新建仓+$538.21万
EEFT 加仓+$215.01万
FITB 新建仓+$23.82万
GEV 新建仓+$20.08万
NI 新建仓+$20.06万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$512.80万
GOOG 减仓-$101.32万
GOOGL 减仓-$37.10万
GILD 减仓-$34.83万
AAPL 减仓-$32.71万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -27,890 | -100.0% | -$512.80万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -778 | -100.0% | -$22.56万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,822 | -100.0% | -$20.73万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BEYOND MEAT INC | $7,016 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $14.05万 | 0.04% | 10,891 | -470 | -4.1% | -$6,063 | 减仓 |
| NOK | NOKIA CORP | $14.39万 | 0.04% | 17,900 | -1,200 | -6.3% | -$9,648 | 减仓 |
| MYGN | MYRIAD GENETICS INC | $16.74万 | 0.05% | 37,210 | -400 | -1.1% | -$1,800 | 减仓 |
| NI | NISOURCE INC | $20.06万 | 0.06% | 4,300 | 4,300 | — | $20.06万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.08万 | 0.06% | 230 | 230 | — | $20.08万 | 新建仓 |
| ALL | ALLSTATE CORP | $21.77万 | 0.07% | 1,050 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $21.91万 | 0.07% | 2,042 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $23.82万 | 0.07% | 5,128 | 5,128 | — | $23.82万 | 新建仓 |
| — | FUNDX INVT TR | $24.98万 | 0.08% | 3,259 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $25.24万 | 0.08% | 1,747 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $25.25万 | 0.08% | 3,598 | -4,500 | -55.6% | -$31.58万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $26.01万 | 0.08% | 1,250 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $26.15万 | 0.08% | 5,209 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $27.74万 | 0.09% | 392 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $28.66万 | 0.09% | 1,268 | 13 | 1.0% | $2,938 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $29.63万 | 0.09% | 1,424 | -250 | -14.9% | -$5.20万 | 减仓 |
| BA | BOEING CO | $30.39万 | 0.09% | 1,527 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $30.83万 | 0.10% | 617 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $31.04万 | 0.10% | 7,968 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $31.09万 | 0.10% | 2,834 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $31.27万 | 0.10% | 1,102 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $31.76万 | 0.10% | 10,954 | -300 | -2.7% | -$8,697 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $32.41万 | 0.10% | 1,975 | -23 | -1.2% | -$3,774 | 减仓 |
| VOT | VANGUARD INDEX FDS | $33.07万 | 0.10% | 1,285 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES TR | $33.50万 | 0.10% | 2,040 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.46万 | 0.11% | 1,696 | 11 | 0.7% | $2,235 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $34.77万 | 0.11% | 11,400 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $36.06万 | 0.11% | 20,465 | -775 | -3.6% | -$1.37万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $36.16万 | 0.11% | 530 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $37.12万 | 0.11% | 2,812 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $37.29万 | 0.12% | 1,802 | 19 | 1.1% | $3,932 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $37.34万 | 0.12% | 5,271 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $38.01万 | 0.12% | 1,257 | 53 | 4.4% | $1.60万 | 加仓 |
| PFE | PFIZER INC | $39.12万 | 0.12% | 13,930 | 8 | 0.1% | $225 | 加仓 |
| SPTS | SPDR SERIES TRUST | $39.92万 | 0.12% | 13,682 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $41.49万 | 0.13% | 525 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $42.47万 | 0.13% | 1,405 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $42.78万 | 0.13% | 11,200 | -67 | -0.6% | -$2,559 | 减仓 |
| AVGO | BROADCOM INC | $42.93万 | 0.13% | 1,387 | 97 | 7.5% | $3.00万 | 加仓 |
| SHEL | SHELL PLC | $46.27万 | 0.14% | 4,975 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $47.46万 | 0.15% | 1,527 | -100 | -6.1% | -$3.11万 | 减仓 |
| SRE | SEMPRA | $47.71万 | 0.15% | 4,910 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $47.80万 | 0.15% | 1,037 | 47 | 4.7% | $2.17万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $48.16万 | 0.15% | 10,500 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $48.54万 | 0.15% | 1,477 | -400 | -21.3% | -$13.15万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $49.97万 | 0.15% | 2,300 | -25 | -1.1% | -$5,431 | 减仓 |
| HLN | HALEON PLC | $52.18万 | 0.16% | 52,128 | -5,500 | -9.5% | -$5.51万 | 减仓 |
| HIPO | HIPPO HLDGS INC | $52.67万 | 0.16% | 20,210 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $55.37万 | 0.17% | 959 | -21 | -2.1% | -$1.21万 | 减仓 |
| LLY | ELI LILLY & CO | $56.23万 | 0.17% | 611 | 27 | 4.6% | $2.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.57万 | 0.18% | 901 | -25 | -2.7% | -$1.63万 | 减仓 |
| WIT | WIPRO LTD | $58.77万 | 0.18% | 277,234 | -10,275 | -3.6% | -$2.18万 | 减仓 |
| AMAT | APPLIED MATLS INC | $62.14万 | 0.19% | 1,818 | -27 | -1.5% | -$9,228 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $65.42万 | 0.20% | 6,650 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $67.43万 | 0.21% | 4,643 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $70.75万 | 0.22% | 7,143 | 21 | 0.3% | $2,080 | 加仓 |
| DLTR | DOLLAR TREE INC | $73.59万 | 0.23% | 6,720 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $74.33万 | 0.23% | 746 | 2 | 0.3% | $1,993 | 加仓 |
| USMV | ISHARES TR | $74.41万 | 0.23% | 8,024 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $75.54万 | 0.23% | 5,164 | 64 | 1.3% | $9,362 | 加仓 |
| BAC | BANK AMERICA CORP | $79.77万 | 0.25% | 16,364 | 120 | 0.7% | $5,850 | 加仓 |
| EBAY | EBAY INC. | $81.37万 | 0.25% | 8,940 | 1 | 0.0% | $91 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $85.86万 | 0.27% | 11,433 | -100 | -0.9% | -$7,510 | 减仓 |
| WFC | WELLS FARGO & CO | $88.83万 | 0.27% | 11,158 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $89.00万 | 0.28% | 2,038 | -51 | -2.4% | -$2.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $92.46万 | 0.29% | 3,143 | -50 | -1.6% | -$1.47万 | 减仓 |
| TSLA | TESLA INC | $106.51万 | 0.33% | 2,865 | 108 | 3.9% | $4.01万 | 加仓 |
| GLOB | GLOBANT S A | $116.97万 | 0.36% | 25,367 | -100 | -0.4% | -$4,611 | 减仓 |
| DOX | AMDOCS LTD | $117.46万 | 0.36% | 17,999 | 3 | 0.0% | $196 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $118.83万 | 0.37% | 25,000 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $124.70万 | 0.39% | 2,932 | -40 | -1.3% | -$1.70万 | 减仓 |
| AMZN | AMAZON COM INC | $125.06万 | 0.39% | 6,005 | 184 | 3.2% | $3.83万 | 加仓 |
| INTC | INTEL CORP | $127.99万 | 0.40% | 29,002 | -210 | -0.7% | -$9,267 | 减仓 |
| HD | HOME DEPOT INC | $139.78万 | 0.43% | 4,250 | -200 | -4.5% | -$6.58万 | 减仓 |
| KLAC | KLA CORP | $144.44万 | 0.45% | 981 | 4 | 0.4% | $5,890 | 加仓 |
| MDT | MEDTRONIC PLC | $153.63万 | 0.47% | 17,730 | 4 | 0.0% | $347 | 加仓 |
| SBUX | STARBUCKS CORP | $160.79万 | 0.50% | 17,947 | -475 | -2.6% | -$4.26万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $168.10万 | 0.52% | 16,373 | -114 | -0.7% | -$1.17万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $178.87万 | 0.55% | 75,728 | -1,004 | -1.3% | -$2.37万 | 减仓 |
| KO | COCA COLA CO | $187.10万 | 0.58% | 24,602 | 10 | 0.0% | $760 | 加仓 |
| EMR | EMERSON ELEC CO | $188.59万 | 0.58% | 14,394 | -48 | -0.3% | -$6,289 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $189.08万 | 0.58% | 31,481 | -596 | -1.9% | -$3.58万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $190.52万 | 0.59% | 8,780 | 105 | 1.2% | $2.28万 | 加仓 |
| ORCL | ORACLE CORP | $190.69万 | 0.59% | 12,963 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $200.56万 | 0.62% | 12,915 | 29 | 0.2% | $4,503 | 加仓 |
| NVS | NOVARTIS AG | $203.68万 | 0.63% | 13,334 | 6 | 0.0% | $917 | 加仓 |
| NFLX | NETFLIX INC. | $205.33万 | 0.63% | 21,355 | 185 | 0.9% | $1.78万 | 加仓 |
| VHT | VANGUARD WORLD FD | $216.23万 | 0.67% | 7,940 | -487 | -5.8% | -$13.26万 | 减仓 |
| — | EXXON MOBIL CORP | $219.44万 | 0.68% | 12,934 | 2 | 0.0% | $339 | 加仓 |
| PRLB | PROTO LABS INC | $220.83万 | 0.68% | 38,728 | -900 | -2.3% | -$5.13万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $231.23万 | 0.71% | 3,822 | -140 | -3.5% | -$8.47万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $232.42万 | 0.72% | 8,929 | 2 | 0.0% | $521 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $241.69万 | 0.75% | 53,435 | -1,801 | -3.3% | -$8.15万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $246.94万 | 0.76% | 11,482 | -560 | -4.7% | -$12.04万 | 减仓 |