American Institute for Advanced Investment Management, LLP
Scottsdale AZ · SEC CIK 0001805824
$1.78亿2026Q2 申报市值
159持仓数
30.7%前十大占比 · 第一大 7.0%
9 / 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
EMLP 加仓+$73.93万
FXZ 新建仓+$66.33万
MU 新建仓+$65.56万
IGLD 新建仓+$64.76万
DTCR 新建仓+$58.01万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$33.40万
HONEYWELL INTL I 清仓-$29.95万
FTCS 减仓-$26.58万
SHLD 减仓-$24.45万
SHEL 清仓-$22.41万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $1,247.06万 | 6.99% | 100,432 | -528 | -0.5% | -$6.56万 | 减仓 |
| IWD | ISHARES TR | $756.77万 | 4.24% | 31,216 | -321 | -1.0% | -$7.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $691.70万 | 3.88% | 9,263 | -249 | -2.6% | -$18.59万 | 减仓 |
| AAPL | APPLE INC | $565.69万 | 3.17% | 19,550 | -170 | -0.9% | -$4.92万 | 减仓 |
| COR | CENCORA INC | $548.56万 | 3.08% | 19,385 | 210 | 1.1% | $5.94万 | 加仓 |
| MINT | PIMCO ETF TR | $372.57万 | 2.09% | 36,958 | 230 | 0.6% | $2.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $347.24万 | 1.95% | 9,309 | 10 | 0.1% | $3,730 | 加仓 |
| IWM | ISHARES TR | $327.86万 | 1.84% | 10,912 | -65 | -0.6% | -$1.95万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $307.21万 | 1.72% | 35,664 | 60 | 0.2% | $5,168 | 加仓 |
| VTI | VANGUARD INDEX FDS | $301.36万 | 1.69% | 8,144 | 58 | 0.7% | $2.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $283.37万 | 1.59% | 13,003 | 58 | 0.4% | $1.26万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $276.04万 | 1.55% | 11,666 | -620 | -5.0% | -$14.67万 | 减仓 |
| SMH | VANECK ETF TRUST | $266.73万 | 1.50% | 4,067 | 95 | 2.4% | $6.23万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $265.57万 | 1.49% | 15,034 | 455 | 3.1% | $8.04万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $259.95万 | 1.46% | 3,696 | -22 | -0.6% | -$1.55万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $252.89万 | 1.42% | 17,675 | 296 | 1.7% | $4.24万 | 加仓 |
| AMZN | AMAZON COM INC | $242.01万 | 1.36% | 10,154 | -75 | -0.7% | -$1.79万 | 减仓 |
| PAVE | GLOBAL X FDS | $240.15万 | 1.35% | 40,759 | 285 | 0.7% | $1.68万 | 加仓 |
| GLD | SPDR GOLD TR | $226.99万 | 1.27% | 6,167 | -225 | -3.5% | -$8.28万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $226.71万 | 1.27% | 46,686 | -218 | -0.5% | -$1.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $213.18万 | 1.20% | 10,654 | -1,028 | -8.8% | -$20.57万 | 减仓 |
| BIL | SPDR SERIES TRUST | $211.00万 | 1.18% | 23,025 | -3,645 | -13.7% | -$33.40万 | 减仓 |
| VGT | VANGUARD WORLD FD | $208.06万 | 1.17% | 17,408 | -168 | -1.0% | -$2.01万 | 减仓 |
| AIQ | GLOBAL X FDS | $203.67万 | 1.14% | 31,042 | 793 | 2.6% | $5.20万 | 加仓 |
| NLR | VANECK ETF TRUST | $202.13万 | 1.13% | 17,428 | 85 | 0.5% | $9,858 | 加仓 |
| ABBV | ABBVIE INC | $181.28万 | 1.02% | 7,204 | -455 | -5.9% | -$11.45万 | 减仓 |
| IYW | ISHARES TR | $174.77万 | 0.98% | 6,929 | 149 | 2.2% | $3.76万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $172.42万 | 0.97% | 9,050 | -175 | -1.9% | -$3.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $161.02万 | 0.90% | 6,340 | -145 | -2.2% | -$3.68万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $153.10万 | 0.86% | 28,558 | -700 | -2.4% | -$3.75万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $150.39万 | 0.84% | 6,021 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $147.03万 | 0.82% | 9,267 | -708 | -7.1% | -$11.23万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $144.15万 | 0.81% | 4,706 | 19 | 0.4% | $5,820 | 加仓 |
| VOE | VANGUARD INDEX FDS | $134.27万 | 0.75% | 6,795 | -12 | -0.2% | -$2,371 | 减仓 |
| HD | HOME DEPOT INC | $132.86万 | 0.75% | 10,001 | -105 | -1.0% | -$1.39万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $130.91万 | 0.73% | 4,840 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $130.39万 | 0.73% | 25,877 | 2,133 | 9.0% | $10.75万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $128.83万 | 0.72% | 52,115 | -200 | -0.4% | -$4,944 | 减仓 |
| IGF | ISHARES TR | $125.65万 | 0.70% | 18,867 | -110 | -0.6% | -$7,326 | 减仓 |
| GOOGL | ALPHABET INC | $124.46万 | 0.70% | 3,587 | -44 | -1.2% | -$1.53万 | 减仓 |
| MCK | MCKESSON CORP | $120.90万 | 0.68% | 1,600 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $118.11万 | 0.66% | 5,551 | -45 | -0.8% | -$9,575 | 减仓 |
| SHLD | GLOBAL X FDS | $114.86万 | 0.64% | 19,237 | -4,095 | -17.6% | -$24.45万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $112.81万 | 0.63% | 16,330 | -110 | -0.7% | -$7,599 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $110.64万 | 0.62% | 38,140 | 1,075 | 2.9% | $3.12万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $110.54万 | 0.62% | 12,484 | 3 | 0.0% | $266 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $106.98万 | 0.60% | 54,538 | 4,045 | 8.0% | $7.93万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $106.76万 | 0.60% | 11,706 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $106.72万 | 0.60% | 20,362 | 855 | 4.4% | $4.48万 | 加仓 |
| SDY | SPDR SERIES TRUST | $104.24万 | 0.58% | 6,850 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $103.34万 | 0.58% | 50,746 | 7,070 | 16.2% | $14.40万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $103.28万 | 0.58% | 1,104 | -8 | -0.7% | -$7,484 | 减仓 |
| NEAR | ISHARES U S ETF TR | $102.03万 | 0.57% | 20,140 | 2,965 | 17.3% | $15.02万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $99.85万 | 0.56% | 11,113 | -80 | -0.7% | -$7,188 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $99.59万 | 0.56% | 22,895 | 16,995 | 288.1% | $73.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $98.75万 | 0.55% | 1,341 | 8 | 0.6% | $5,891 | 加仓 |
| AVGO | BROADCOM INC | $93.19万 | 0.52% | 2,467 | -150 | -5.7% | -$5.67万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $92.60万 | 0.52% | 31,159 | -1,350 | -4.2% | -$4.01万 | 减仓 |
| CAT | CATERPILLAR INC | $92.54万 | 0.52% | 869 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $92.34万 | 0.52% | 23,394 | 632 | 2.8% | $2.49万 | 加仓 |
| SOXX | ISHARES TR | $90.54万 | 0.51% | 1,413 | 245 | 21.0% | $15.70万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $89.81万 | 0.50% | 45,891 | 803 | 1.8% | $1.57万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $89.44万 | 0.50% | 24,485 | -700 | -2.8% | -$2.56万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $87.09万 | 0.49% | 11,410 | -400 | -3.4% | -$3.05万 | 减仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $86.75万 | 0.49% | 5,820 | -50 | -0.9% | -$7,453 | 减仓 |
| IJR | ISHARES TR | $85.98万 | 0.48% | 5,797 | -7 | -0.1% | -$1,038 | 减仓 |
| PTLC | PACER FDS TR | $79.56万 | 0.45% | 13,656 | -1,000 | -6.8% | -$5.83万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $79.22万 | 0.44% | 42,650 | 6,260 | 17.2% | $11.63万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $76.59万 | 0.43% | 9,831 | -577 | -5.5% | -$4.50万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.42% | 1 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $72.88万 | 0.41% | 1,008 | -100 | -9.0% | -$7.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $71.43万 | 0.40% | 1,040 | -89 | -7.9% | -$6.11万 | 减仓 |
| PFFD | GLOBAL X FDS | $69.56万 | 0.39% | 37,220 | -228 | -0.6% | -$4,261 | 减仓 |
| SLV | ISHARES SILVER TR | $69.05万 | 0.39% | 12,914 | -190 | -1.4% | -$1.02万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $68.71万 | 0.39% | 35,190 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $68.55万 | 0.38% | 1,180 | 190 | 19.2% | $11.04万 | 加仓 |
| WMT | WALMART INC | $67.50万 | 0.38% | 5,960 | 95 | 1.6% | $1.08万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $66.53万 | 0.37% | 3,592 | 0 | 0.0% | — | 不变 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $66.33万 | 0.37% | 8,350 | 8,350 | — | $66.33万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $65.56万 | 0.37% | 568 | 568 | — | $65.56万 | 新建仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $64.76万 | 0.36% | 30,750 | 30,750 | — | $64.76万 | 新建仓 |
| RIO | RIO TINTO PLC | $63.98万 | 0.36% | 6,740 | 975 | 16.9% | $9.26万 | 加仓 |
| VO | VANGUARD INDEX FDS | $63.17万 | 0.35% | 7,840 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $63.06万 | 0.35% | 2,090 | 390 | 22.9% | $11.77万 | 加仓 |
| IEF | ISHARES TR | $62.65万 | 0.35% | 6,625 | -10 | -0.2% | -$946 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.20万 | 0.34% | 1,223 | -225 | -15.5% | -$11.26万 | 减仓 |
| VDE | VANGUARD WORLD FD | $60.88万 | 0.34% | 4,055 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $58.01万 | 0.33% | 19,100 | 19,100 | — | $58.01万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.56万 | 0.31% | 9,308 | 430 | 4.8% | $2.57万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $54.83万 | 0.31% | 1,675 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $54.76万 | 0.31% | 3,465 | -300 | -8.0% | -$4.74万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $54.11万 | 0.30% | 5,590 | -30 | -0.5% | -$2,904 | 减仓 |
| IHE | ISHARES TR | $54.03万 | 0.30% | 5,457 | 106 | 2.0% | $1.05万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $52.79万 | 0.30% | 27,365 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $50.69万 | 0.28% | 28,350 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $48.77万 | 0.27% | 3,795 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $48.51万 | 0.27% | 7,713 | -150 | -1.9% | -$9,434 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $48.01万 | 0.27% | 13,060 | -250 | -1.9% | -$9,190 | 减仓 |
| TSLA | TESLA INC | $47.19万 | 0.26% | 1,122 | 5 | 0.4% | $2,103 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $45.28万 | 0.25% | 28,770 | 0 | 0.0% | — | 不变 |