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 |
|---|---|---|---|---|---|---|---|---|
| WAL | WESTERN ALLIANCE BANCORP | $43.33万 | 0.12% | 5,271 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $43.32万 | 0.12% | 46,428 | -5,700 | -10.9% | -$5.32万 | 减仓 |
| V | VISA INC | $43.14万 | 0.12% | 1,257 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $41.70万 | 0.11% | 392 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $41.28万 | 0.11% | 1,527 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $41.24万 | 0.11% | 1,037 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $41.19万 | 0.11% | 1,102 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $40.89万 | 0.11% | 4,410 | -500 | -10.2% | -$4.64万 | 减仓 |
| PPL | PPL CORP | $40.71万 | 0.11% | 11,200 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $39.68万 | 0.11% | 11,400 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $39.36万 | 0.11% | 1,285 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $38.96万 | 0.11% | 5,025 | 50 | 1.0% | $3,877 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $37.98万 | 0.10% | 1,696 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $37.54万 | 0.10% | 1,314 | -110 | -7.7% | -$3.14万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $36.70万 | 0.10% | 19,765 | -700 | -3.4% | -$1.30万 | 减仓 |
| IAI | ISHARES TR | $35.77万 | 0.10% | 2,040 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $35.76万 | 0.10% | 1,400 | 1,400 | — | $35.76万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $35.63万 | 0.10% | 12,282 | -1,400 | -10.2% | -$4.06万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $34.61万 | 0.10% | 1,015 | 1,015 | — | $34.61万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $33.77万 | 0.09% | 2,042 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $33.23万 | 0.09% | 2,834 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $33.05万 | 0.09% | 1,527 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $32.87万 | 0.09% | 7,968 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $32.30万 | 0.09% | 13,414 | -516 | -3.7% | -$1.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $31.69万 | 0.09% | 617 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $30.78万 | 0.08% | 1,250 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $29.88万 | 0.08% | 1,802 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $29.60万 | 0.08% | 993 | 993 | — | $29.60万 | 新建仓 |
| COP | CONOCOPHILLIPS | $29.23万 | 0.08% | 2,812 | 0 | 0.0% | — | 不变 |
| — | FUNDX INVT TR | $27.94万 | 0.08% | 3,084 | -175 | -5.4% | -$1.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $27.09万 | 0.07% | 1,847 | 100 | 5.7% | $1.47万 | 加仓 |
| GEV | GE VERNOVA INC | $27.02万 | 0.07% | 230 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $26.99万 | 0.07% | 530 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $26.84万 | 0.07% | 360 | 360 | — | $26.84万 | 新建仓 |
| SOXL | DIREXION SHARES ETF TRUST | $26.67万 | 0.07% | 1,000 | 1,000 | — | $26.67万 | 新建仓 |
| URI | UNITED RENTALS INC | $25.15万 | 0.07% | 222 | 222 | — | $25.15万 | 新建仓 |
| NOK | NOKIA CORP | $23.77万 | 0.07% | 17,900 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $23.48万 | 0.06% | 3,098 | -500 | -13.9% | -$3.79万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.31万 | 0.06% | 488 | 488 | — | $23.31万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $23.27万 | 0.06% | 4,128 | -1,000 | -19.5% | -$5.64万 | 减仓 |
| EMXC | ISHARES INC | $22.93万 | 0.06% | 2,241 | 2,241 | — | $22.93万 | 新建仓 |
| UI | UBIQUITI INC | $22.70万 | 0.06% | 425 | -100 | -19.0% | -$5.34万 | 减仓 |
| T | AT&T INC | $22.26万 | 0.06% | 10,754 | -200 | -1.8% | -$4,140 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.24万 | 0.06% | 8,030 | -300 | -3.6% | -$8,310 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $22.05万 | 0.06% | 5,209 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $21.90万 | 0.06% | 4,260 | 4,260 | — | $21.90万 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $20.59万 | 0.06% | 36,060 | -1,150 | -3.1% | -$6,567 | 减仓 |
| MET | METLIFE INC | $20.52万 | 0.06% | 2,425 | 2,425 | — | $20.52万 | 新建仓 |
| NI | NISOURCE INC | $20.45万 | 0.06% | 4,300 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $20.23万 | 0.06% | 2,625 | 0 | 0.0% | — | 重新持有 |
| IJR | ISHARES TR | $20.07万 | 0.06% | 1,353 | 1,353 | — | $20.07万 | 新建仓 |
| KSS | KOHLS CORP | $18.42万 | 0.05% | 10,397 | -494 | -4.5% | -$8,754 | 减仓 |
| — | BEYOND MEAT INC | $7,500 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| 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 |