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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,325 | -100.0% | -$29.95万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,410 | -100.0% | -$22.41万 | 清仓 |
| — | BLACKROCK UTILS INFRASTRUCTU | $0 | 0.00% | 0 | -33,365 | -100.0% | -$264 | 清仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $13.07万 | 0.07% | 10,211 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $20.27万 | 0.11% | 1,452 | 1,452 | — | $20.27万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $20.81万 | 0.12% | 5,625 | 5,625 | — | $20.81万 | 新建仓 |
| SMMU | PIMCO ETF TR | $21.21万 | 0.12% | 4,200 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $21.69万 | 0.12% | 2,676 | 2,676 | — | $21.69万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $21.72万 | 0.12% | 2,394 | -305 | -11.3% | -$2.77万 | 减仓 |
| VHT | VANGUARD WORLD FD | $22.69万 | 0.13% | 759 | -102 | -11.8% | -$3.05万 | 减仓 |
| GNMA | ISHARES TR | $23.15万 | 0.13% | 5,234 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $23.52万 | 0.13% | 6,950 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $24.15万 | 0.14% | 1,273 | 0 | 0.0% | — | 不变 |
| CWCO | CONSOLIDATED WATER CO INC | $24.47万 | 0.14% | 8,295 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $24.53万 | 0.14% | 4,619 | -250 | -5.1% | -$1.33万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.87万 | 0.14% | 3,147 | 3,147 | — | $24.87万 | 新建仓 |
| EME | EMCOR GROUP INC | $24.90万 | 0.14% | 300 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $24.96万 | 0.14% | 1,390 | 15 | 1.1% | $2,694 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $25.68万 | 0.14% | 1,755 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $26.29万 | 0.15% | 4,945 | -1,200 | -19.5% | -$6.38万 | 减仓 |
| WM | WASTE MGMT INC DEL | $26.41万 | 0.15% | 1,185 | -895 | -43.0% | -$19.95万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.07万 | 0.15% | 2,320 | -900 | -28.0% | -$10.50万 | 减仓 |
| — | EXXON MOBIL CORP | $27.14万 | 0.15% | 1,985 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $27.56万 | 0.15% | 3,217 | 145 | 4.7% | $1.24万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $28.06万 | 0.16% | 1,551 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $28.14万 | 0.16% | 2,550 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $28.35万 | 0.16% | 1,965 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $28.56万 | 0.16% | 6,550 | 105 | 1.6% | $4,579 | 加仓 |
| TXN | TEXAS INSTRS INC | $29.36万 | 0.16% | 985 | 985 | — | $29.36万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $29.39万 | 0.16% | 12,175 | 825 | 7.3% | $1.99万 | 加仓 |
| DVY | ISHARES TR | $29.79万 | 0.17% | 1,906 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $30.04万 | 0.17% | 6,320 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $30.95万 | 0.17% | 1,145 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $31.28万 | 0.18% | 15,355 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $31.70万 | 0.18% | 2,163 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $32.66万 | 0.18% | 665 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $32.92万 | 0.18% | 1,086 | -20 | -1.8% | -$6,062 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $34.08万 | 0.19% | 3,693 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $34.27万 | 0.19% | 2,337 | -50 | -2.1% | -$7,332 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $34.74万 | 0.19% | 14,770 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $35.53万 | 0.20% | 4,695 | -850 | -15.3% | -$6.43万 | 减仓 |
| TY | TRI CONTL CORP | $35.54万 | 0.20% | 10,326 | 156 | 1.5% | $5,369 | 加仓 |
| IRM | IRON MTN INC DEL | $35.56万 | 0.20% | 2,815 | 25 | 0.9% | $3,158 | 加仓 |
| GDX | VANECK ETF TRUST | $36.10万 | 0.20% | 4,785 | 0 | 0.0% | — | 不变 |
| UFOX | ETF SER SOLUTIONS | $36.83万 | 0.21% | 3,875 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $37.20万 | 0.21% | 4,530 | 1,200 | 36.0% | $9.85万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $37.89万 | 0.21% | 2,675 | -40 | -1.5% | -$5,666 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $38.06万 | 0.21% | 660 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $38.63万 | 0.22% | 907 | -10 | -1.1% | -$4,259 | 减仓 |
| SUB | ISHARES TR | $38.86万 | 0.22% | 3,650 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $39.37万 | 0.22% | 5,416 | -35 | -0.6% | -$2,544 | 减仓 |
| CB | CHUBB LIMITED | $39.76万 | 0.22% | 1,240 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $40.19万 | 0.23% | 4,279 | -2,830 | -39.8% | -$26.58万 | 减仓 |
| MO | ALTRIA GROUP INC | $41.04万 | 0.23% | 5,704 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $41.61万 | 0.23% | 1,176 | -35 | -2.9% | -$1.24万 | 减仓 |
| LLY | ELI LILLY & CO | $41.98万 | 0.24% | 350 | -40 | -10.3% | -$4.80万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $42.66万 | 0.24% | 25,630 | 2,800 | 12.3% | $4.66万 | 加仓 |
| DXJ | WISDOMTREE TR | $42.93万 | 0.24% | 2,474 | -125 | -4.8% | -$2.17万 | 减仓 |
| LDUR | PIMCO ETF TR | $43.72万 | 0.25% | 4,573 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $43.78万 | 0.25% | 2,641 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $43.78万 | 0.25% | 1,557 | -100 | -6.0% | -$2.81万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $44.34万 | 0.25% | 6,872 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $45.28万 | 0.25% | 28,770 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $47.19万 | 0.26% | 1,122 | 5 | 0.4% | $2,103 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $48.01万 | 0.27% | 13,060 | -250 | -1.9% | -$9,190 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $48.51万 | 0.27% | 7,713 | -150 | -1.9% | -$9,434 | 减仓 |
| MRK | MERCK & CO INC | $48.77万 | 0.27% | 3,795 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $50.69万 | 0.28% | 28,350 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $52.79万 | 0.30% | 27,365 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $54.03万 | 0.30% | 5,457 | 106 | 2.0% | $1.05万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $54.11万 | 0.30% | 5,590 | -30 | -0.5% | -$2,904 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $54.76万 | 0.31% | 3,465 | -300 | -8.0% | -$4.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $54.83万 | 0.31% | 1,675 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.56万 | 0.31% | 9,308 | 430 | 4.8% | $2.57万 | 加仓 |
| DTCR | GLOBAL X FDS | $58.01万 | 0.33% | 19,100 | 19,100 | — | $58.01万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $60.88万 | 0.34% | 4,055 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.20万 | 0.34% | 1,223 | -225 | -15.5% | -$11.26万 | 减仓 |
| IEF | ISHARES TR | $62.65万 | 0.35% | 6,625 | -10 | -0.2% | -$946 | 减仓 |
| KLAC | KLA CORP | $63.06万 | 0.35% | 2,090 | 390 | 22.9% | $11.77万 | 加仓 |
| VO | VANGUARD INDEX FDS | $63.17万 | 0.35% | 7,840 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $63.98万 | 0.36% | 6,740 | 975 | 16.9% | $9.26万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $64.76万 | 0.36% | 30,750 | 30,750 | — | $64.76万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $65.56万 | 0.37% | 568 | 568 | — | $65.56万 | 新建仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $66.33万 | 0.37% | 8,350 | 8,350 | — | $66.33万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $66.53万 | 0.37% | 3,592 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $67.50万 | 0.38% | 5,960 | 95 | 1.6% | $1.08万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.55万 | 0.38% | 1,180 | 190 | 19.2% | $11.04万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $68.71万 | 0.39% | 35,190 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $69.05万 | 0.39% | 12,914 | -190 | -1.4% | -$1.02万 | 减仓 |
| PFFD | GLOBAL X FDS | $69.56万 | 0.39% | 37,220 | -228 | -0.6% | -$4,261 | 减仓 |
| VOO | VANGUARD INDEX FDS | $71.43万 | 0.40% | 1,040 | -89 | -7.9% | -$6.11万 | 减仓 |
| AMAT | APPLIED MATLS INC | $72.88万 | 0.41% | 1,008 | -100 | -9.0% | -$7.23万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.42% | 1 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $76.59万 | 0.43% | 9,831 | -577 | -5.5% | -$4.50万 | 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 |
| PTLC | PACER FDS TR | $79.56万 | 0.45% | 13,656 | -1,000 | -6.8% | -$5.83万 | 减仓 |
| IJR | ISHARES TR | $85.98万 | 0.48% | 5,797 | -7 | -0.1% | -$1,038 | 减仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $86.75万 | 0.49% | 5,820 | -50 | -0.9% | -$7,453 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $87.09万 | 0.49% | 11,410 | -400 | -3.4% | -$3.05万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $89.44万 | 0.50% | 24,485 | -700 | -2.8% | -$2.56万 | 减仓 |