Algorithmic Investment Models, LLC
Boston MA · SEC CIK 0001806628
$8,639.30万2026Q2 申报市值
35持仓数
63.7%前十大占比 · 第一大 7.6%
10 / 8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
XLF 新建仓+$524.15万
EWW 新建仓+$122.65万
VRIG 新建仓+$121.08万
IXJ 新建仓+$119.69万
IYM 新建仓+$69.08万
2026Q2 卖出最多 按季末市值估算
XLC 清仓-$538.67万
XLK 减仓-$225.56万
RPV 清仓-$122.64万
COMT 清仓-$120.72万
IEF 清仓-$118.55万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FLQM | FRANKLIN TEMPLETON ETF TR | $654.40万 | 7.57% | 113,052 | 3,982 | 3.7% | $23.05万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $638.66万 | 7.39% | 120,252 | 6,836 | 6.0% | $36.31万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $539.19万 | 6.24% | 28,301 | -11,839 | -29.5% | -$225.56万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $535.00万 | 6.19% | 28,883 | -4,843 | -14.4% | -$89.71万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $530.01万 | 6.13% | 116,897 | -1,021 | -0.9% | -$4.63万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $524.15万 | 6.07% | 97,770 | 97,770 | — | $524.15万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $523.24万 | 6.06% | 102,938 | -11,400 | -10.0% | -$57.95万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $521.03万 | 6.03% | 32,840 | -4,618 | -12.3% | -$73.27万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $519.53万 | 6.01% | 117,994 | -13,536 | -10.3% | -$59.60万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $517.75万 | 5.99% | 62,327 | -4,531 | -6.8% | -$37.64万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $517.26万 | 5.99% | 44,104 | 3,468 | 8.5% | $40.67万 | 重新持有 |
| VEU | VANGUARD INTL EQUITY INDEX F | $448.56万 | 5.19% | 53,560 | -1,379 | -2.5% | -$11.55万 | 减仓 |
| XSOE | WISDOMTREE TR | $446.64万 | 5.17% | 90,817 | -8,857 | -8.9% | -$43.56万 | 减仓 |
| AMLP | ALPS ETF TR | $211.89万 | 2.45% | 40,867 | 1,959 | 5.0% | $10.16万 | 加仓 |
| DXJ | WISDOMTREE TR | $133.99万 | 1.55% | 7,722 | -406 | -5.0% | -$7.04万 | 减仓 |
| EWW | ISHARES INC | $122.65万 | 1.42% | 16,295 | 16,295 | — | $122.65万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $121.43万 | 1.41% | 7,673 | -1,803 | -19.0% | -$28.53万 | 减仓 |
| USDU | WISDOMTREE TR | $121.39万 | 1.41% | 45,378 | 9 | 0.0% | $241 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $121.08万 | 1.40% | 48,297 | 48,297 | — | $121.08万 | 新建仓 |
| DBND | DOUBLELINE ETF TRUST | $119.94万 | 1.39% | 26,309 | 66 | 0.3% | $3,009 | 加仓 |
| IXJ | ISHARES TR | $119.69万 | 1.39% | 12,166 | 12,166 | — | $119.69万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $113.97万 | 1.32% | 14,421 | -109 | -0.8% | -$8,614 | 减仓 |
| SHV | ISHARES TR | $79.83万 | 0.92% | 7,234 | 564 | 8.5% | $6.22万 | 加仓 |
| IYM | ISHARES TR | $69.08万 | 0.80% | 3,848 | 3,848 | — | $69.08万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $64.46万 | 0.75% | 15,882 | 95 | 0.6% | $3,856 | 加仓 |
| EWU | ISHARES TR | $62.74万 | 0.73% | 13,597 | 13,597 | — | $62.74万 | 新建仓 |
| ASHR | DBX ETF TR | $62.47万 | 0.72% | 17,039 | -739 | -4.2% | -$2.71万 | 减仓 |
| IOO | ISHARES TR | $58.78万 | 0.68% | 4,303 | 4,303 | — | $58.78万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $50.15万 | 0.58% | 2,357 | 3 | 0.1% | $638 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.50万 | 0.41% | 2,262 | 14 | 0.6% | $2,197 | 加仓 |
| BELFA | BEL FUSE INC | $32.59万 | 0.38% | 1,119 | 1,119 | — | $32.59万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $20.16万 | 0.23% | 4,000 | 4,000 | — | $20.16万 | 新建仓 |
| — | ELME COMMUNITIES | $1.48万 | 0.02% | 10,000 | -1,734 | -14.8% | -$2,566 | 减仓 |
| — | GOSSAMER BIO INC | $3,636 | 0.00% | 22,091 | 11,319 | 105.1% | $1,863 | 加仓 |
| — | ACCURAY INC DEL | $2,740 | 0.00% | 10,630 | 10,630 | — | $2,740 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -48,590 | -100.0% | -$538.67万 | 清仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,420 | -100.0% | -$122.64万 | 清仓 |
| COMT | ISHARES U S ETF TR | $0 | 0.00% | 0 | -35,704 | -100.0% | -$120.72万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -12,421 | -100.0% | -$118.55万 | 清仓 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | -6,183 | -100.0% | -$65.96万 | 清仓 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -9,261 | -100.0% | -$61.23万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -32,232 | -100.0% | -$58.95万 | 清仓 |
| — | FRACTYL HEALTH INC | $0 | 0.00% | 0 | -15,500 | -100.0% | -$7,096 | 清仓 |