Algorithmic Investment Models, LLC
Boston MA · SEC CIK 0001806628
$8,103.56万2026Q1 申报市值
32持仓数
69.8%前十大占比 · 第一大 8.6%
9 / 12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
XLP 新建仓+$548.10万
DXJ 新建仓+$128.89万
RPV 新建仓+$122.64万
COMT 新建仓+$120.72万
USDU 新建仓+$119.46万
2026Q1 卖出最多 按季末市值估算
FNCL 清仓-$494.15万
AGG 清仓-$126.62万
XLI 减仓-$96.20万
AMLP 减仓-$75.78万
LVHI 减仓-$67.52万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $694.79万 | 8.57% | 113,416 | 4,161 | 3.8% | $25.49万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $599.12万 | 7.39% | 109,070 | 5,059 | 4.9% | $27.79万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $571.35万 | 7.05% | 114,338 | 7,424 | 6.9% | $37.10万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $549.17万 | 6.78% | 37,458 | 2,532 | 7.2% | $37.12万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $548.10万 | 6.76% | 66,858 | 66,858 | — | $548.10万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $545.46万 | 6.73% | 33,726 | -5,948 | -15.0% | -$96.20万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $541.13万 | 6.68% | 117,918 | 3,006 | 2.6% | $13.79万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $538.67万 | 6.65% | 48,590 | 7,201 | 17.4% | $79.83万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $537.04万 | 6.63% | 131,530 | 14,391 | 12.3% | $58.76万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $533.46万 | 6.58% | 40,140 | 4,884 | 13.9% | $64.91万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $412.59万 | 5.09% | 54,939 | -1,330 | -2.4% | -$9.99万 | 减仓 |
| XSOE | WISDOMTREE TR | $399.69万 | 4.93% | 99,674 | -5,351 | -5.1% | -$21.46万 | 减仓 |
| AMLP | ALPS ETF TR | $204.81万 | 2.53% | 38,908 | -14,395 | -27.0% | -$75.78万 | 减仓 |
| DXJ | WISDOMTREE TR | $128.89万 | 1.59% | 8,128 | 8,128 | — | $128.89万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $122.64万 | 1.51% | 11,420 | 11,420 | — | $122.64万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $121.04万 | 1.49% | 9,476 | 1,935 | 25.7% | $24.72万 | 加仓 |
| COMT | ISHARES U S ETF TR | $120.72万 | 1.49% | 35,704 | 35,704 | — | $120.72万 | 新建仓 |
| DBND | DOUBLELINE ETF TRUST | $120.22万 | 1.48% | 26,243 | -24 | -0.1% | -$1,099 | 减仓 |
| USDU | WISDOMTREE TR | $119.46万 | 1.47% | 45,369 | 45,369 | — | $119.46万 | 新建仓 |
| IEF | ISHARES TR | $118.55万 | 1.46% | 12,421 | 6,807 | 121.3% | $64.97万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $115.18万 | 1.42% | 14,530 | 489 | 3.5% | $3.88万 | 加仓 |
| SHV | ISHARES TR | $73.63万 | 0.91% | 6,670 | -120 | -1.8% | -$1.32万 | 减仓 |
| GVI | ISHARES TR | $65.96万 | 0.81% | 6,183 | -206 | -3.2% | -$2.20万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $64.00万 | 0.79% | 15,787 | -16,654 | -51.3% | -$67.52万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $61.23万 | 0.76% | 9,261 | 416 | 4.7% | $2.75万 | 加仓 |
| ICLN | ISHARES TR | $58.95万 | 0.73% | 32,232 | -2,507 | -7.2% | -$4.59万 | 减仓 |
| ASHR | DBX ETF TR | $58.03万 | 0.72% | 17,778 | 17,778 | — | $58.03万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $45.18万 | 0.56% | 2,354 | 84 | 3.7% | $1.61万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.10万 | 0.38% | 2,248 | -1,458 | -39.3% | -$20.17万 | 减仓 |
| — | ELME COMMUNITIES | $2.36万 | 0.03% | 11,734 | 11,734 | — | $2.36万 | 新建仓 |
| — | FRACTYL HEALTH INC | $7,096 | 0.01% | 15,500 | 15,500 | — | $7,096 | 新建仓 |
| — | GOSSAMER BIO INC | $3,539 | 0.00% | 10,772 | 10,772 | — | $3,539 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -63,564 | -100.0% | -$494.15万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -12,677 | -100.0% | -$126.62万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -21,485 | -100.0% | -$65.42万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -6,099 | -100.0% | -$62.45万 | 清仓 |
| NANR | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -9,202 | -100.0% | -$62.42万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -7,728 | -100.0% | -$55.19万 | 清仓 |
| IGE | ISHARES TR | $0 | 0.00% | 0 | -10,987 | -100.0% | -$55.15万 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -11,853 | -100.0% | -$54.33万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -6,100 | -100.0% | -$27.01万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -3,445 | -100.0% | -$21.14万 | 清仓 |
| — | SOW GOOD INC | $0 | 0.00% | 0 | -15,401 | -100.0% | -$5,299 | 清仓 |
| — | KLOTHO NEUROSCIENCES INC | $0 | 0.00% | 0 | -16,259 | -100.0% | -$4,699 | 清仓 |