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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $1,076.23万 | 6.72% | 25,240 | -567 | -2.2% | -$24.18万 | 减仓 |
| IWD | ISHARES TR | $673.85万 | 4.21% | 31,537 | 7 | 0.0% | $1,496 | 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 |
| COR | CENCORA INC | $602.36万 | 3.76% | 19,175 | 200 | 1.1% | $6.28万 | 加仓 |
| AAPL | APPLE INC | $500.46万 | 3.13% | 19,720 | -1,491 | -7.0% | -$37.84万 | 减仓 |
| MINT | PIMCO ETF TR | $369.37万 | 2.31% | 36,728 | 120 | 0.3% | $1.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $344.21万 | 2.15% | 9,299 | 154 | 1.7% | $5.70万 | 加仓 |
| GLD | SPDR GOLD TR | $273.17万 | 1.71% | 6,392 | 300 | 4.9% | $12.82万 | 加仓 |
| IWM | ISHARES TR | $272.24万 | 1.70% | 10,977 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $264.22万 | 1.65% | 12,286 | -4,827 | -28.2% | -$103.81万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $259.41万 | 1.62% | 8,086 | -3,172 | -28.2% | -$101.76万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $259.19万 | 1.62% | 5,934 | -302 | -4.8% | -$13.19万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $253.98万 | 1.59% | 12,945 | 939 | 7.8% | $18.42万 | 加仓 |
| BIL | SPDR SERIES TRUST | $244.40万 | 1.53% | 26,670 | 11,199 | 72.4% | $102.63万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $241.57万 | 1.51% | 14,579 | -90 | -0.6% | -$1.49万 | 减仓 |
| NLR | VANECK ETF TRUST | $230.99万 | 1.44% | 17,343 | -6 | -0.0% | -$799 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $229.31万 | 1.43% | 3,718 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $213.04万 | 1.33% | 10,229 | -647 | -5.9% | -$13.48万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $212.12万 | 1.32% | 17,379 | -50 | -0.3% | -$6,103 | 减仓 |
| PAVE | GLOBAL X FDS | $205.65万 | 1.28% | 40,474 | 5 | 0.0% | $254 | 加仓 |
| NVDA | NVIDIA CORPORATION | $203.73万 | 1.27% | 11,682 | -168 | -1.4% | -$2.93万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $201.17万 | 1.26% | 46,904 | 2,967 | 6.8% | $12.73万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $168.99万 | 1.06% | 6,021 | -225 | -3.6% | -$6.32万 | 减仓 |
| ABBV | ABBVIE INC | $166.58万 | 1.04% | 7,659 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $165.28万 | 1.03% | 23,332 | 350 | 1.5% | $2.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $158.52万 | 0.99% | 6,485 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $153.26万 | 0.96% | 2,197 | -30 | -1.3% | -$2.09万 | 减仓 |
| SMH | VANECK ETF TRUST | $152.28万 | 0.95% | 3,972 | -75 | -1.9% | -$2.88万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $146.24万 | 0.91% | 9,975 | -152 | -1.5% | -$2.23万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $144.45万 | 0.90% | 29,258 | -805 | -2.7% | -$3.97万 | 减仓 |
| AIQ | GLOBAL X FDS | $141.17万 | 0.88% | 30,249 | 460 | 1.5% | $2.15万 | 加仓 |
| MCK | MCKESSON CORP | $138.46万 | 0.86% | 1,600 | 1,600 | — | $138.46万 | 新建仓 |
| HD | HOME DEPOT INC | $127.80万 | 0.80% | 10,106 | -5,604 | -35.7% | -$70.87万 | 减仓 |
| IGF | ISHARES TR | $127.15万 | 0.79% | 18,977 | 25 | 0.1% | $1,675 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $125.98万 | 0.79% | 4,840 | -1,000 | -17.1% | -$26.03万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $125.44万 | 0.78% | 6,807 | 90 | 1.3% | $1.66万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $123.86万 | 0.77% | 52,315 | 310 | 0.6% | $7,340 | 加仓 |
| IYW | ISHARES TR | $123.00万 | 0.77% | 6,780 | -390 | -5.4% | -$7.08万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $122.60万 | 0.77% | 9,225 | -265 | -2.8% | -$3.52万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $120.62万 | 0.75% | 4,687 | -90 | -1.9% | -$2.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $110.80万 | 0.69% | 1,112 | 1 | 0.1% | $996 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $109.92万 | 0.69% | 16,440 | -450 | -2.7% | -$3.01万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $108.39万 | 0.68% | 23,744 | 13,035 | 121.7% | $59.51万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $107.40万 | 0.67% | 5,596 | -2,432 | -30.3% | -$46.67万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $102.88万 | 0.64% | 12,481 | 2 | 0.0% | $165 | 加仓 |
| IGSB | ISHARES TR | $102.53万 | 0.64% | 19,507 | 929 | 5.0% | $4.88万 | 加仓 |
| GOOGL | ALPHABET INC | $101.64万 | 0.63% | 3,631 | -90 | -2.4% | -$2.52万 | 减仓 |
| SDY | SPDR SERIES TRUST | $99.97万 | 0.62% | 6,850 | 25 | 0.4% | $3,649 | 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 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $97.78万 | 0.61% | 37,065 | 18,025 | 94.7% | $47.55万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $91.03万 | 0.57% | 32,509 | -233 | -0.7% | -$6,524 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $90.43万 | 0.56% | 22,762 | 4,012 | 21.4% | $15.94万 | 加仓 |
| SLV | ISHARES SILVER TR | $89.29万 | 0.56% | 13,104 | 3,100 | 31.0% | $21.12万 | 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 |
| NEAR | ISHARES U S ETF TR | $87.31万 | 0.55% | 17,175 | 150 | 0.9% | $7,625 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $85.74万 | 0.54% | 11,810 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $85.05万 | 0.53% | 25,185 | -585 | -2.3% | -$1.98万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $81.61万 | 0.51% | 10,408 | 1,255 | 13.7% | $9.84万 | 加仓 |
| AVGO | BROADCOM INC | $81.00万 | 0.51% | 2,617 | -75 | -2.8% | -$2.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $76.94万 | 0.48% | 1,333 | -15 | -1.1% | -$8,658 | 减仓 |
| PTLC | PACER FDS TR | $76.89万 | 0.48% | 14,656 | -1,450 | -9.0% | -$7.61万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $75.63万 | 0.47% | 11,706 | -133 | -1.1% | -$8,593 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $75.61万 | 0.47% | 45,088 | 1,485 | 3.4% | $2.49万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $73.02万 | 0.46% | 5,870 | 110 | 1.9% | $1.37万 | 加仓 |
| WMT | WALMART INC | $72.89万 | 0.46% | 5,865 | 300 | 5.4% | $3.73万 | 加仓 |
| IJR | ISHARES TR | $72.15万 | 0.45% | 5,804 | 230 | 4.1% | $2.86万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.45% | 1 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $70.17万 | 0.44% | 4,055 | -659 | -14.0% | -$11.40万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $70.16万 | 0.44% | 11,193 | -295 | -2.6% | -$1.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.39万 | 0.43% | 1,448 | -60 | -4.0% | -$2.88万 | 减仓 |
| PFFD | GLOBAL X FDS | $68.90万 | 0.43% | 37,448 | 865 | 2.4% | $1.59万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $68.73万 | 0.43% | 35,190 | 257 | 0.7% | $5,019 | 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 |
| VOO | VANGUARD INDEX FDS | $67.46万 | 0.42% | 1,129 | 206 | 22.3% | $12.31万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $65.94万 | 0.41% | 7,109 | -110 | -1.5% | -$1.02万 | 减仓 |
| IEF | ISHARES TR | $63.32万 | 0.40% | 6,635 | 853 | 14.8% | $8.14万 | 加仓 |
| CAT | CATERPILLAR INC | $61.57万 | 0.38% | 869 | -80 | -8.4% | -$5.67万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $58.09万 | 0.36% | 3,592 | 10 | 0.3% | $1,617 | 加仓 |
| VO | VANGUARD INDEX FDS | $56.29万 | 0.35% | 1,960 | -150 | -7.1% | -$4.31万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.76万 | 0.35% | 3,765 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $54.64万 | 0.34% | 2,641 | -145 | -5.2% | -$3.00万 | 减仓 |
| RIO | RIO TINTO PLC | $53.78万 | 0.34% | 5,765 | 5,765 | — | $53.78万 | 新建仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $51.99万 | 0.32% | 27,365 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $51.90万 | 0.32% | 5,620 | -50 | -0.9% | -$4,618 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $50.37万 | 0.31% | 13,310 | -725 | -5.2% | -$2.74万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $50.32万 | 0.31% | 28,350 | 1,375 | 5.1% | $2.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $49.27万 | 0.31% | 1,675 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $47.99万 | 0.30% | 8,878 | 3,470 | 64.2% | $18.76万 | 加仓 |
| WM | WASTE MGMT INC DEL | $47.80万 | 0.30% | 2,080 | -125 | -5.7% | -$2.87万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.10万 | 0.29% | 3,220 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $46.38万 | 0.29% | 5,351 | 5,351 | — | $46.38万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $46.22万 | 0.29% | 7,863 | 7,863 | — | $46.22万 | 新建仓 |
| MRK | MERCK & CO INC | $45.65万 | 0.29% | 3,795 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $43.91万 | 0.27% | 4,785 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $43.82万 | 0.27% | 4,573 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $42.24万 | 0.26% | 28,770 | 1,100 | 4.0% | $1.62万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $41.95万 | 0.26% | 5,545 | 2,685 | 93.9% | $20.31万 | 加仓 |
| TSLA | TESLA INC | $41.52万 | 0.26% | 1,117 | 83 | 8.0% | $3.09万 | 加仓 |
| DXJ | WISDOMTREE TR | $41.22万 | 0.26% | 2,599 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.16万 | 0.25% | 1,657 | -117 | -6.6% | -$2.84万 | 减仓 |