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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $81.61万 | 0.51% | 10,408 | 1,255 | 13.7% | $9.84万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $85.05万 | 0.53% | 25,185 | -585 | -2.3% | -$1.98万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $85.74万 | 0.54% | 11,810 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $87.31万 | 0.55% | 17,175 | 150 | 0.9% | $7,625 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $89.20万 | 0.56% | 43,676 | 5,701 | 15.0% | $11.64万 | 加仓 |
| SLV | ISHARES SILVER TR | $89.29万 | 0.56% | 13,104 | 3,100 | 31.0% | $21.12万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $90.43万 | 0.56% | 22,762 | 4,012 | 21.4% | $15.94万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $91.03万 | 0.57% | 32,509 | -233 | -0.7% | -$6,524 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $97.78万 | 0.61% | 37,065 | 18,025 | 94.7% | $47.55万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $99.09万 | 0.62% | 50,493 | 5,740 | 12.8% | $11.26万 | 加仓 |
| SDY | SPDR SERIES TRUST | $99.97万 | 0.62% | 6,850 | 25 | 0.4% | $3,649 | 加仓 |
| GOOGL | ALPHABET INC | $101.64万 | 0.63% | 3,631 | -90 | -2.4% | -$2.52万 | 减仓 |
| IGSB | ISHARES TR | $102.53万 | 0.64% | 19,507 | 929 | 5.0% | $4.88万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $102.88万 | 0.64% | 12,481 | 2 | 0.0% | $165 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $107.40万 | 0.67% | 5,596 | -2,432 | -30.3% | -$46.67万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $108.39万 | 0.68% | 23,744 | 13,035 | 121.7% | $59.51万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $109.92万 | 0.69% | 16,440 | -450 | -2.7% | -$3.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $110.80万 | 0.69% | 1,112 | 1 | 0.1% | $996 | 加仓 |
| VOT | VANGUARD INDEX FDS | $120.62万 | 0.75% | 4,687 | -90 | -1.9% | -$2.32万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $122.60万 | 0.77% | 9,225 | -265 | -2.8% | -$3.52万 | 减仓 |
| IYW | ISHARES TR | $123.00万 | 0.77% | 6,780 | -390 | -5.4% | -$7.08万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $123.86万 | 0.77% | 52,315 | 310 | 0.6% | $7,340 | 加仓 |
| VOE | VANGUARD INDEX FDS | $125.44万 | 0.78% | 6,807 | 90 | 1.3% | $1.66万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $125.98万 | 0.79% | 4,840 | -1,000 | -17.1% | -$26.03万 | 减仓 |
| IGF | ISHARES TR | $127.15万 | 0.79% | 18,977 | 25 | 0.1% | $1,675 | 加仓 |
| HD | HOME DEPOT INC | $127.80万 | 0.80% | 10,106 | -5,604 | -35.7% | -$70.87万 | 减仓 |
| MCK | MCKESSON CORP | $138.46万 | 0.86% | 1,600 | 1,600 | — | $138.46万 | 新建仓 |
| AIQ | GLOBAL X FDS | $141.17万 | 0.88% | 30,249 | 460 | 1.5% | $2.15万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $144.45万 | 0.90% | 29,258 | -805 | -2.7% | -$3.97万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $146.24万 | 0.91% | 9,975 | -152 | -1.5% | -$2.23万 | 减仓 |
| SMH | VANECK ETF TRUST | $152.28万 | 0.95% | 3,972 | -75 | -1.9% | -$2.88万 | 减仓 |
| VGT | VANGUARD WORLD FD | $153.26万 | 0.96% | 2,197 | -30 | -1.3% | -$2.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $158.52万 | 0.99% | 6,485 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $165.28万 | 1.03% | 23,332 | 350 | 1.5% | $2.48万 | 加仓 |
| ABBV | ABBVIE INC | $166.58万 | 1.04% | 7,659 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $168.99万 | 1.06% | 6,021 | -225 | -3.6% | -$6.32万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $201.17万 | 1.26% | 46,904 | 2,967 | 6.8% | $12.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $203.73万 | 1.27% | 11,682 | -168 | -1.4% | -$2.93万 | 减仓 |
| PAVE | GLOBAL X FDS | $205.65万 | 1.28% | 40,474 | 5 | 0.0% | $254 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $212.12万 | 1.32% | 17,379 | -50 | -0.3% | -$6,103 | 减仓 |
| AMZN | AMAZON COM INC | $213.04万 | 1.33% | 10,229 | -647 | -5.9% | -$13.48万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $229.31万 | 1.43% | 3,718 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $230.99万 | 1.44% | 17,343 | -6 | -0.0% | -$799 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $241.57万 | 1.51% | 14,579 | -90 | -0.6% | -$1.49万 | 减仓 |
| BIL | SPDR SERIES TRUST | $244.40万 | 1.53% | 26,670 | 11,199 | 72.4% | $102.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $253.98万 | 1.59% | 12,945 | 939 | 7.8% | $18.42万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $259.19万 | 1.62% | 5,934 | -302 | -4.8% | -$13.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $259.41万 | 1.62% | 8,086 | -3,172 | -28.2% | -$101.76万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $264.22万 | 1.65% | 12,286 | -4,827 | -28.2% | -$103.81万 | 减仓 |
| IWM | ISHARES TR | $272.24万 | 1.70% | 10,977 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $273.17万 | 1.71% | 6,392 | 300 | 4.9% | $12.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $344.21万 | 2.15% | 9,299 | 154 | 1.7% | $5.70万 | 加仓 |
| MINT | PIMCO ETF TR | $369.37万 | 2.31% | 36,728 | 120 | 0.3% | $1.21万 | 加仓 |
| AAPL | APPLE INC | $500.46万 | 3.13% | 19,720 | -1,491 | -7.0% | -$37.84万 | 减仓 |
| COR | CENCORA INC | $602.36万 | 3.76% | 19,175 | 200 | 1.1% | $6.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $618.57万 | 3.86% | 9,512 | -83 | -0.9% | -$5.40万 | 减仓 |
| IWD | ISHARES TR | $673.85万 | 4.21% | 31,537 | 7 | 0.0% | $1,496 | 加仓 |
| IWF | ISHARES TR | $1,076.23万 | 6.72% | 25,240 | -567 | -2.2% | -$24.18万 | 减仓 |