American Institute for Advanced Investment Management, LLP
Scottsdale AZ · SEC CIK 0001805824
$1.60亿2026Q1 申报市值
153持仓数
31.2%前十大占比 · 第一大 6.7%
8 / 5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
MCK 新建仓+$138.46万
BIL 加仓+$102.63万
SPDW 加仓+$59.51万
RIO 新建仓+$53.78万
BUI 加仓+$47.55万
2026Q1 卖出最多 按季末市值估算
VIG 减仓-$103.81万
VTI 减仓-$101.76万
HD 减仓-$70.87万
RSP 减仓-$46.67万
AAPL 减仓-$37.84万
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 |
|---|---|---|---|---|---|---|---|---|
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -16,732 | -100.0% | -$25.10万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -4,600 | -100.0% | -$22.94万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -900 | -100.0% | -$21.86万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -12,989 | -100.0% | -$21.42万 | 清仓 |
| — | FIBROBIOLOGICS INC | $0 | 0.00% | 0 | -88,206 | -100.0% | -$1.98万 | 清仓 |
| — | BLACKROCK UTILS INFRASTRUCTU | $264 | 0.00% | 33,365 | 33,365 | — | $264 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $12.59万 | 0.08% | 10,211 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $20.14万 | 0.13% | 990 | 990 | — | $20.14万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $20.25万 | 0.13% | 6,950 | -650 | -8.6% | -$1.89万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $21.02万 | 0.13% | 3,072 | 149 | 5.1% | $1.02万 | 加仓 |
| SMMU | PIMCO ETF TR | $21.19万 | 0.13% | 4,200 | -300 | -6.7% | -$1.51万 | 减仓 |
| EME | EMCOR GROUP INC | $22.15万 | 0.14% | 300 | 300 | — | $22.15万 | 新建仓 |
| SHEL | SHELL PLC | $22.41万 | 0.14% | 2,410 | 2,410 | — | $22.41万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $22.51万 | 0.14% | 1,755 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES TR | $23.20万 | 0.14% | 5,234 | -166 | -3.1% | -$7,359 | 减仓 |
| VHT | VANGUARD WORLD FD | $23.45万 | 0.15% | 861 | -15 | -1.7% | -$4,085 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $23.45万 | 0.15% | 1,965 | 50 | 2.6% | $5,968 | 加仓 |
| RTX | RTX CORPORATION | $24.56万 | 0.15% | 1,273 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $24.78万 | 0.15% | 1,375 | -1,430 | -51.0% | -$25.77万 | 减仓 |
| KLAC | KLA CORP | $25.03万 | 0.16% | 170 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $25.64万 | 0.16% | 1,551 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $25.76万 | 0.16% | 5,900 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $25.94万 | 0.16% | 6,320 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $26.29万 | 0.16% | 1,106 | 7 | 0.6% | $1,664 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $26.42万 | 0.17% | 3,875 | 0 | 0.0% | — | 不变 |
| CWCO | CONSOLIDATED WATER CO INC | $27.47万 | 0.17% | 8,295 | -335 | -3.9% | -$1.11万 | 减仓 |
| SHY | ISHARES TR | $27.50万 | 0.17% | 3,330 | 50 | 1.5% | $4,129 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $27.55万 | 0.17% | 11,350 | 1,850 | 19.5% | $4.49万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $27.71万 | 0.17% | 2,699 | -100 | -3.6% | -$1.03万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $27.71万 | 0.17% | 665 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $28.09万 | 0.18% | 6,445 | 760 | 13.4% | $3.31万 | 加仓 |
| SHV | ISHARES TR | $28.15万 | 0.18% | 2,550 | 230 | 9.9% | $2.54万 | 加仓 |
| IRM | IRON MTN INC DEL | $28.50万 | 0.18% | 2,790 | -1,880 | -40.3% | -$19.20万 | 减仓 |
| DVY | ISHARES TR | $28.86万 | 0.18% | 1,906 | -275 | -12.6% | -$4.16万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $29.83万 | 0.19% | 4,869 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $29.95万 | 0.19% | 1,325 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $31.05万 | 0.19% | 5,451 | 60 | 1.1% | $3,418 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $31.34万 | 0.20% | 15,355 | -570 | -3.6% | -$1.16万 | 减仓 |
| ORCL | ORACLE CORP | $31.82万 | 0.20% | 2,163 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $32.13万 | 0.20% | 10,170 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $32.78万 | 0.20% | 917 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $33.68万 | 0.21% | 1,985 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $33.94万 | 0.21% | 14,770 | 425 | 3.0% | $9,767 | 加仓 |
| PG | PROCTER & GAMBLE CO | $34.48万 | 0.22% | 2,387 | -450 | -15.9% | -$6.50万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $34.71万 | 0.22% | 3,693 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $34.75万 | 0.22% | 1,211 | -90 | -6.9% | -$2.58万 | 减仓 |
| MCD | MCDONALDS CORP | $35.59万 | 0.22% | 1,145 | -80 | -6.5% | -$2.49万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $35.63万 | 0.22% | 2,715 | -165 | -5.7% | -$2.17万 | 减仓 |
| LLY | ELI LILLY & CO | $35.87万 | 0.22% | 390 | -10 | -2.5% | -$9,198 | 减仓 |
| MO | ALTRIA GROUP INC | $37.64万 | 0.24% | 5,704 | -61 | -1.1% | -$4,025 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $37.67万 | 0.24% | 6,872 | 300 | 4.6% | $1.64万 | 加仓 |
| AMAT | APPLIED MATLS INC | $37.87万 | 0.24% | 1,108 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $38.17万 | 0.24% | 22,830 | 9,010 | 65.2% | $15.06万 | 加仓 |
| SOXX | ISHARES TR | $38.39万 | 0.24% | 1,168 | -15 | -1.3% | -$4,930 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $38.85万 | 0.24% | 660 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $38.87万 | 0.24% | 3,650 | 350 | 10.6% | $3.73万 | 加仓 |
| EQT | EQT CORP | $39.11万 | 0.24% | 6,145 | 1,350 | 28.2% | $8.59万 | 加仓 |
| CB | CHUBB LTD SWITZ | $39.16万 | 0.24% | 1,240 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.16万 | 0.25% | 1,657 | -117 | -6.6% | -$2.84万 | 减仓 |
| DXJ | WISDOMTREE TR | $41.22万 | 0.26% | 2,599 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $41.52万 | 0.26% | 1,117 | 83 | 8.0% | $3.09万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $41.95万 | 0.26% | 5,545 | 2,685 | 93.9% | $20.31万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $42.24万 | 0.26% | 28,770 | 1,100 | 4.0% | $1.62万 | 加仓 |
| LDUR | PIMCO ETF TR | $43.82万 | 0.27% | 4,573 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $43.91万 | 0.27% | 4,785 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $45.65万 | 0.29% | 3,795 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $46.22万 | 0.29% | 7,863 | 7,863 | — | $46.22万 | 新建仓 |
| IHE | ISHARES TR | $46.38万 | 0.29% | 5,351 | 5,351 | — | $46.38万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.10万 | 0.29% | 3,220 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $47.80万 | 0.30% | 2,080 | -125 | -5.7% | -$2.87万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $47.99万 | 0.30% | 8,878 | 3,470 | 64.2% | $18.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $49.27万 | 0.31% | 1,675 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $50.32万 | 0.31% | 28,350 | 1,375 | 5.1% | $2.44万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $50.37万 | 0.31% | 13,310 | -725 | -5.2% | -$2.74万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $51.90万 | 0.32% | 5,620 | -50 | -0.9% | -$4,618 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $51.99万 | 0.32% | 27,365 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $53.78万 | 0.34% | 5,765 | 5,765 | — | $53.78万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $54.64万 | 0.34% | 2,641 | -145 | -5.2% | -$3.00万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.76万 | 0.35% | 3,765 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $56.29万 | 0.35% | 1,960 | -150 | -7.1% | -$4.31万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $58.09万 | 0.36% | 3,592 | 10 | 0.3% | $1,617 | 加仓 |
| CAT | CATERPILLAR INC | $61.57万 | 0.38% | 869 | -80 | -8.4% | -$5.67万 | 减仓 |
| IEF | ISHARES TR | $63.32万 | 0.40% | 6,635 | 853 | 14.8% | $8.14万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $65.94万 | 0.41% | 7,109 | -110 | -1.5% | -$1.02万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $67.46万 | 0.42% | 1,129 | 206 | 22.3% | $12.31万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $67.90万 | 0.42% | 36,390 | 6,405 | 21.4% | $11.95万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $68.73万 | 0.43% | 35,190 | 257 | 0.7% | $5,019 | 加仓 |
| PFFD | GLOBAL X FDS | $68.90万 | 0.43% | 37,448 | 865 | 2.4% | $1.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.39万 | 0.43% | 1,448 | -60 | -4.0% | -$2.88万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $70.16万 | 0.44% | 11,193 | -295 | -2.6% | -$1.85万 | 减仓 |
| VDE | VANGUARD WORLD FD | $70.17万 | 0.44% | 4,055 | -659 | -14.0% | -$11.40万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.45% | 1 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $72.15万 | 0.45% | 5,804 | 230 | 4.1% | $2.86万 | 加仓 |
| WMT | WALMART INC | $72.89万 | 0.46% | 5,865 | 300 | 5.4% | $3.73万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $73.02万 | 0.46% | 5,870 | 110 | 1.9% | $1.37万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $75.61万 | 0.47% | 45,088 | 1,485 | 3.4% | $2.49万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $75.63万 | 0.47% | 11,706 | -133 | -1.1% | -$8,593 | 减仓 |
| PTLC | PACER FDS TR | $76.89万 | 0.48% | 14,656 | -1,450 | -9.0% | -$7.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $76.94万 | 0.48% | 1,333 | -15 | -1.1% | -$8,658 | 减仓 |
| AVGO | BROADCOM INC | $81.00万 | 0.51% | 2,617 | -75 | -2.8% | -$2.32万 | 减仓 |