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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -2,932 | -100.0% | -$124.70万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,268 | -100.0% | -$28.66万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -1,050 | -100.0% | -$21.77万 | 清仓 |
| — | BEYOND MEAT INC | $7,500 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $18.42万 | 0.05% | 10,397 | -494 | -4.5% | -$8,754 | 减仓 |
| IJR | ISHARES TR | $20.07万 | 0.06% | 1,353 | 1,353 | — | $20.07万 | 新建仓 |
| GM | GENERAL MTRS CO | $20.23万 | 0.06% | 2,625 | 0 | 0.0% | — | 重新持有 |
| NI | NISOURCE INC | $20.45万 | 0.06% | 4,300 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $20.52万 | 0.06% | 2,425 | 2,425 | — | $20.52万 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $20.59万 | 0.06% | 36,060 | -1,150 | -3.1% | -$6,567 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $21.90万 | 0.06% | 4,260 | 4,260 | — | $21.90万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.05万 | 0.06% | 5,209 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $22.24万 | 0.06% | 8,030 | -300 | -3.6% | -$8,310 | 重新持有 |
| T | AT&T INC | $22.26万 | 0.06% | 10,754 | -200 | -1.8% | -$4,140 | 减仓 |
| UI | UBIQUITI INC | $22.70万 | 0.06% | 425 | -100 | -19.0% | -$5.34万 | 减仓 |
| EMXC | ISHARES INC | $22.93万 | 0.06% | 2,241 | 2,241 | — | $22.93万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $23.27万 | 0.06% | 4,128 | -1,000 | -19.5% | -$5.64万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.31万 | 0.06% | 488 | 488 | — | $23.31万 | 新建仓 |
| DGRO | ISHARES TR | $23.48万 | 0.06% | 3,098 | -500 | -13.9% | -$3.79万 | 减仓 |
| NOK | NOKIA CORP | $23.77万 | 0.07% | 17,900 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $25.15万 | 0.07% | 222 | 222 | — | $25.15万 | 新建仓 |
| SOXL | DIREXION SHARES ETF TRUST | $26.67万 | 0.07% | 1,000 | 1,000 | — | $26.67万 | 新建仓 |
| SITM | SITIME CORP | $26.84万 | 0.07% | 360 | 360 | — | $26.84万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.99万 | 0.07% | 530 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $27.02万 | 0.07% | 230 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $27.09万 | 0.07% | 1,847 | 100 | 5.7% | $1.47万 | 加仓 |
| — | FUNDX INVT TR | $27.94万 | 0.08% | 3,084 | -175 | -5.4% | -$1.59万 | 减仓 |
| COP | CONOCOPHILLIPS | $29.23万 | 0.08% | 2,812 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $29.60万 | 0.08% | 993 | 993 | — | $29.60万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $29.88万 | 0.08% | 1,802 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $30.78万 | 0.08% | 1,250 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $31.69万 | 0.09% | 617 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $32.30万 | 0.09% | 13,414 | -516 | -3.7% | -$1.24万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $32.87万 | 0.09% | 7,968 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $33.05万 | 0.09% | 1,527 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $33.23万 | 0.09% | 2,834 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $33.77万 | 0.09% | 2,042 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $34.61万 | 0.10% | 1,015 | 1,015 | — | $34.61万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $35.63万 | 0.10% | 12,282 | -1,400 | -10.2% | -$4.06万 | 减仓 |
| GLW | CORNING INC | $35.76万 | 0.10% | 1,400 | 1,400 | — | $35.76万 | 新建仓 |
| IAI | ISHARES TR | $35.77万 | 0.10% | 2,040 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $36.70万 | 0.10% | 19,765 | -700 | -3.4% | -$1.30万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $37.54万 | 0.10% | 1,314 | -110 | -7.7% | -$3.14万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $37.98万 | 0.10% | 1,696 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $38.96万 | 0.11% | 5,025 | 50 | 1.0% | $3,877 | 加仓 |
| VOT | VANGUARD INDEX FDS | $39.36万 | 0.11% | 1,285 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $39.68万 | 0.11% | 11,400 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $40.71万 | 0.11% | 11,200 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $40.89万 | 0.11% | 4,410 | -500 | -10.2% | -$4.64万 | 减仓 |
| GE | GE AEROSPACE | $41.19万 | 0.11% | 1,102 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $41.24万 | 0.11% | 1,037 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $41.28万 | 0.11% | 1,527 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $41.70万 | 0.11% | 392 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $43.14万 | 0.12% | 1,257 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $43.32万 | 0.12% | 46,428 | -5,700 | -10.9% | -$5.32万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $43.33万 | 0.12% | 5,271 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $49.19万 | 0.14% | 1,345 | -60 | -4.3% | -$2.19万 | 减仓 |
| AVGO | BROADCOM INC | $53.38万 | 0.15% | 1,413 | 26 | 1.9% | $9,822 | 加仓 |
| VBR | VANGUARD INDEX FDS | $54.92万 | 0.15% | 2,260 | -40 | -1.7% | -$9,720 | 减仓 |
| HIPO | HIPPO HLDGS INC | $57.11万 | 0.16% | 20,210 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $58.56万 | 0.16% | 10,500 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.25万 | 0.17% | 5,164 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $62.38万 | 0.17% | 277,234 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $67.28万 | 0.19% | 901 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $69.79万 | 0.19% | 746 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $70.65万 | 0.19% | 959 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $71.49万 | 0.20% | 6,650 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A | $71.60万 | 0.20% | 24,742 | -625 | -2.5% | -$1.81万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $72.26万 | 0.20% | 626 | 626 | — | $72.26万 | 新建仓 |
| MMM | 3M CO | $75.17万 | 0.21% | 4,643 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $77.40万 | 0.21% | 8,024 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $81.10万 | 0.22% | 6,705 | -15 | -0.2% | -$1,814 | 减仓 |
| LLY | ELI LILLY & CO | $82.32万 | 0.23% | 686 | 75 | 12.3% | $9.00万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $83.06万 | 0.23% | 1,925 | -50 | -2.5% | -$2.16万 | 减仓 |
| BAC | BANK OF AMER CORP | $87.54万 | 0.24% | 15,364 | -1,000 | -6.1% | -$5.70万 | 减仓 |
| SOXX | ISHARES TR | $87.59万 | 0.24% | 1,367 | -110 | -7.4% | -$7.05万 | 减仓 |
| WFC | WELLS FARGO & CO | $89.61万 | 0.25% | 10,844 | -314 | -2.8% | -$2.59万 | 减仓 |
| DOX | AMDOCS LTD | $90.99万 | 0.25% | 18,003 | 4 | 0.0% | $202 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $92.19万 | 0.25% | 11,008 | -425 | -3.7% | -$3.56万 | 减仓 |
| EBAY | EBAY INC. | $97.68万 | 0.27% | 8,741 | -199 | -2.2% | -$2.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $102.89万 | 0.28% | 3,143 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $105.53万 | 0.29% | 12,251 | 23 | 0.2% | $1,981 | 加仓 |
| SPGI | S&P GLOBAL INC | $119.41万 | 0.33% | 2,932 | 2,932 | — | $119.41万 | 新建仓 |
| TSLA | TESLA INC | $120.50万 | 0.33% | 2,865 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $130.72万 | 0.36% | 1,808 | -10 | -0.6% | -$7,230 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $135.07万 | 0.37% | 25,000 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $138.74万 | 0.38% | 17,735 | 5 | 0.0% | $391 | 加仓 |
| AMZN | AMAZON COM INC | $143.11万 | 0.39% | 6,005 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $148.59万 | 0.41% | 16,376 | 3 | 0.0% | $272 | 加仓 |
| NFLX | NETFLIX INC. | $148.90万 | 0.41% | 20,855 | -500 | -2.3% | -$3.57万 | 减仓 |
| HD | HOME DEPOT INC | $149.89万 | 0.41% | 4,250 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $165.55万 | 0.46% | 31,486 | 5 | 0.0% | $263 | 加仓 |
| EPAM | EPAM SYS INC | $167.67万 | 0.46% | 21,130 | -415 | -1.9% | -$3.29万 | 减仓 |
| PEP | PEPSICO INC | $174.87万 | 0.48% | 12,915 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $176.19万 | 0.48% | 12,887 | -47 | -0.4% | -$6,426 | 减仓 |
| SBUX | STARBUCKS CORP | $183.41万 | 0.50% | 17,948 | 1 | 0.0% | $102 | 加仓 |
| ORCL | ORACLE CORP | $189.97万 | 0.52% | 12,963 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $198.48万 | 0.55% | 24,422 | -180 | -0.7% | -$1.46万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $202.01万 | 0.56% | 8,780 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $204.50万 | 0.56% | 14,286 | -108 | -0.8% | -$1.55万 | 减仓 |