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AIMZ Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
AIMZ Investment Advisors, LLC
报告期 2026-03-31 · CIK 0001630365
持仓数
139
前50大市值合计
$258.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 77 项
建仓 2
增持 28
减持 44
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
ALEXION PHARMACEUTICALS INC
-$5.4M
0
-100%
建仓
—
ASTRAZENECA PLC
+$3.8M
63,808
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.7M
23,680
+209%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
INCY
INCYTE CORP
+$1.7M
25,310
减持
QCOM
QUALCOMM INC
-$923.0K
54,463
-2%
减持
URBN
URBAN OUTFITTERS INC
-$665.0K
51,597
-3%
增持
EBS
EMERGENT BIOSOLUTIONS INC
-$552.0K
61,050
+7%
减持
—
CDK GLOBAL INC
-$489.0K
62,852
-1%
减持
AMGN
AMGEN INC
-$471.0K
14,953
-0%
减持
REGN
REGENERON PHARMACEUTICALS
+$449.0K
11,299
-1%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$449.0K
75,321
-1%
增持
CI
CIGNA CORP NEW
-$410.0K
11,112
+0%
减持
NTAP
NETAPP INC
+$408.0K
66,277
-2%
减持
AAPL
APPLE INC
+$400.0K
102,672
-0%
减持
DLB
DOLBY LABORATORIES INC
-$395.0K
33,936
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$347.0K
42,594
-1%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$339.0K
46,410
-1%
减持
PYPL
PAYPAL HLDGS INC
-$334.0K
9,427
-1%
增持
VTV
VANGUARD INDEX FDS
+$308.0K
9,704
+33%
减持
INFY
INFOSYS LTD
+$296.0K
332,895
-1%
减持
—
CAPRI HOLDINGS LIMITED
-$295.0K
27,483
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$289.0K
52,151
+25%
减持
BEN
FRANKLIN RESOURCES INC
-$287.0K
104,712
-1%
增持
VHT
VANGUARD WORLD FDS
+$277.0K
4,558
+32%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$274.0K
8,253
+29%
增持
VYM
VANGUARD WHITEHALL FDS
+$269.0K
13,267
+26%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$244.0K
6,865
-4%
减持
MSFT
MICROSOFT CORP
+$242.0K
35,995
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$235.0K
21,208
-2%
增持
VOE
VANGUARD INDEX FDS
+$230.0K
13,308
+15%
减持
KSS
KOHLS CORP
-$213.0K
23,939
-2%
减持
TROW
PRICE T ROWE GROUP INC
-$194.0K
35,488
-2%
增持
ITW
ILLINOIS TOOL WKS INC
-$168.0K
9,987
+0%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$162.0K
0
-100%
减持
ORCL
ORACLE CORP
+$159.0K
17,573
-0%
减持
—
NEXTGEN HEALTHCARE INC
-$151.0K
41,405
-7%
增持
MMM
3M CO
-$138.0K
5,995
+0%
增持
LOW
LOWES COS INC
+$124.0K
13,938
+0%
减持
MRK
MERCK & CO INC
-$119.0K
30,735
-2%
减持
WIT
WIPRO LTD
+$118.0K
152,952
-3%
清仓
—
HERITAGE COMM CORP
-$118.0K
0
-100%
减持
—
CHECK POINT SOFTWARE TECH LT
-$111.0K
25,364
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$98.0K
7,478
-1%
增持
GILD
GILEAD SCIENCES INC
+$90.0K
68,769
+0%
增持
META
FACEBOOK INC
-$89.0K
16,254
+1%
增持
ABBV
ABBVIE INC
-$84.0K
17,790
+0%
增持
—
GLAXOSMITHKLINE PLC
-$84.0K
94,499
+2%
减持
INTC
INTEL CORP
-$81.0K
25,728
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$78.0K
11,964
-1%
增持
PFE
PFIZER INC
+$73.0K
17,362
+1%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$66.0K
173,066
-2%
减持
—
EXXON MOBIL CORP
-$62.0K
14,009
-0%
增持
JPM
JPMORGAN CHASE & CO
+$60.0K
2,639
+10%
减持
CSCO
CISCO SYS INC
+$55.0K
77,060
-1%
增持
ABT
ABBOTT LABS
+$52.0K
18,310
+1%
减持
EMR
EMERSON ELEC CO
-$51.0K
15,692
-1%
增持
KO
COCA COLA CO
-$46.0K
27,888
+0%
减持
GOOG
ALPHABET INC
-$46.0K
180
-14%
减持
SBUX
STARBUCKS CORP
-$42.0K
4,924
-6%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$36.0K
4,322
-1%
增持
—
AMDOCS LTD
-$32.0K
19,769
+0%
增持
WMT
WALMART INC
-$30.0K
18,268
+0%
减持
SYK
STRYKER CORPORATION
+$30.0K
10,635
-0%
增持
AMZN
AMAZON COM INC
+$28.0K
199
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$23.0K
13,074
+1%
减持
CTAS
CINTAS CORP
-$21.0K
8,187
-0%
减持
BAC
BK OF AMERICA CORP
+$21.0K
21,164
-0%
增持
JNJ
JOHNSON & JOHNSON
-$19.0K
15,916
+1%
减持
EBAY
EBAY INC.
-$12.0K
9,963
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$11.0K
7,049
+1%
增持
NVDA
NVIDIA CORPORATION
+$9.0K
1,200
+300%
减持
PEP
PEPSICO INC
+$6.0K
14,686
-1%
减持
—
MEDTRONIC PLC
+$6.0K
18,671
-1%
减持
QQQ
INVESCO QQQ TR
-$6.0K
940
-3%
增持
HDV
ISHARES TR
-$5.0K
2,569
+0%
减持
—
ROYAL DUTCH SHELL PLC
+$4.0K
4,800
-8%
减持
ADI
ANALOG DEVICES INC
-$1.0K
11,793
-90%