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 |
|---|---|---|---|---|---|---|---|---|
| PPL | PPL CORP | $42.78万 | 0.13% | 11,200 | -67 | -0.6% | -$2,559 | 减仓 |
| VBK | VANGUARD INDEX FDS | $42.47万 | 0.13% | 1,405 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $41.49万 | 0.13% | 525 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $39.92万 | 0.12% | 13,682 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $39.12万 | 0.12% | 13,930 | 8 | 0.1% | $225 | 加仓 |
| V | VISA INC | $38.01万 | 0.12% | 1,257 | 53 | 4.4% | $1.60万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $37.34万 | 0.12% | 5,271 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $37.29万 | 0.12% | 1,802 | 19 | 1.1% | $3,932 | 加仓 |
| COP | CONOCOPHILLIPS | $37.12万 | 0.11% | 2,812 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $36.16万 | 0.11% | 530 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $36.06万 | 0.11% | 20,465 | -775 | -3.6% | -$1.37万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $34.77万 | 0.11% | 11,400 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.46万 | 0.11% | 1,696 | 11 | 0.7% | $2,235 | 加仓 |
| IAI | ISHARES TR | $33.50万 | 0.10% | 2,040 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $33.07万 | 0.10% | 1,285 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $32.41万 | 0.10% | 1,975 | -23 | -1.2% | -$3,774 | 减仓 |
| T | AT&T INC | $31.76万 | 0.10% | 10,954 | -300 | -2.7% | -$8,697 | 减仓 |
| GE | GE AEROSPACE | $31.27万 | 0.10% | 1,102 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $31.09万 | 0.10% | 2,834 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $31.04万 | 0.10% | 7,968 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $30.83万 | 0.10% | 617 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $30.39万 | 0.09% | 1,527 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $29.63万 | 0.09% | 1,424 | -250 | -14.9% | -$5.20万 | 减仓 |
| — | HONEYWELL INTL INC | $28.66万 | 0.09% | 1,268 | 13 | 1.0% | $2,938 | 加仓 |
| CAT | CATERPILLAR INC | $27.74万 | 0.09% | 392 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $26.15万 | 0.08% | 5,209 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $26.01万 | 0.08% | 1,250 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $25.25万 | 0.08% | 3,598 | -4,500 | -55.6% | -$31.58万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.24万 | 0.08% | 1,747 | 0 | 0.0% | — | 不变 |
| — | FUNDX INVT TR | $24.98万 | 0.08% | 3,259 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $23.82万 | 0.07% | 5,128 | 5,128 | — | $23.82万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $21.91万 | 0.07% | 2,042 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $21.77万 | 0.07% | 1,050 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $20.08万 | 0.06% | 230 | 230 | — | $20.08万 | 新建仓 |
| NI | NISOURCE INC | $20.06万 | 0.06% | 4,300 | 4,300 | — | $20.06万 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $16.74万 | 0.05% | 37,210 | -400 | -1.1% | -$1,800 | 减仓 |
| NOK | NOKIA CORP | $14.39万 | 0.04% | 17,900 | -1,200 | -6.3% | -$9,648 | 减仓 |
| KSS | KOHLS CORP | $14.05万 | 0.04% | 10,891 | -470 | -4.1% | -$6,063 | 减仓 |
| — | BEYOND MEAT INC | $7,016 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| 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 |