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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 87 项
建仓 3
增持 10
减持 68
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
QCOM
QUALCOMM INC
-$1.9M
53,171
-3%
增持
META
META PLATFORMS INC
+$1.9M
33,124
+104%
减持
TROW
PRICE T ROWE GROUP INC
-$1.7M
35,302
-2%
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。
减持
EXPD
EXPEDITORS INTL WASH INC
-$1.4M
42,573
-1%
减持
MSFT
MICROSOFT CORP
-$1.3M
35,227
-3%
减持
LOW
LOWES COS INC
-$917.0K
13,541
-4%
减持
AAPL
APPLE INC
-$830.0K
99,781
-3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$759.0K
23,170
-4%
减持
PYPL
PAYPAL HLDGS INC
-$744.0K
9,427
-3%
减持
HD
HOME DEPOT INC
-$734.0K
5,440
-4%
减持
NTAP
NETAPP INC
-$680.0K
66,046
-1%
减持
BEN
FRANKLIN RESOURCES INC
-$680.0K
103,542
-3%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$677.0K
74,697
-3%
增持
GILD
GILEAD SCIENCES INC
-$671.0K
74,245
+6%
减持
DLB
DOLBY LABORATORIES INC
-$642.0K
33,840
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$633.0K
11,929
-0%
减持
CSCO
CISCO SYS INC
-$608.0K
76,059
-1%
减持
REGN
REGENERON PHARMACEUTICALS
+$583.0K
11,164
-2%
减持
ABT
ABBOTT LABS
-$493.0K
18,237
-3%
减持
—
CHECK POINT SOFTWARE TECH LT
+$481.0K
25,364
-2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$479.0K
9,867
-27%
增持
INTC
INTEL CORP
+$463.0K
37,355
+39%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$450.0K
52,266
-3%
减持
ITW
ILLINOIS TOOL WKS INC
-$447.0K
9,990
-3%
减持
—
CAPRI HOLDINGS LIMITED
-$379.0K
27,335
-1%
减持
—
ASTRAZENECA PLC
+$378.0K
63,021
-3%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$362.0K
242,716
+1%
建仓
SHEL
SHELL PLC
+$360.0K
6,550
减持
ABBV
ABBVIE INC
+$359.0K
17,497
-4%
减持
—
CDK GLOBAL INC
+$331.0K
72,706
-5%
减持
INFY
INFOSYS LTD
-$313.0K
327,702
-2%
增持
WIT
WIPRO LTD
-$311.0K
151,971
+0%
减持
EBS
EMERGENT BIOSOLUTIONS INC
-$311.0K
70,625
-4%
减持
CTAS
CINTAS CORP
-$277.0K
8,087
-4%
减持
KSS
KOHLS CORP
+$262.0K
23,897
-0%
减持
—
EXXON MOBIL CORP
+$261.0K
13,984
-4%
建仓
COP
CONOCOPHILLIPS
+$256.0K
2,563
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$251.0K
8,254
-11%
减持
MMM
3M CO
-$243.0K
5,998
-6%
清仓
HPQ
HP INC
-$236.0K
0
-100%
建仓
ALL
ALLSTATE CORP
+$222.0K
1,600
减持
URBN
URBAN OUTFITTERS INC
-$218.0K
49,897
-0%
减持
—
GLAXOSMITHKLINE PLC
-$217.0K
93,032
-4%
清仓
VUG
VANGUARD INDEX FDS
-$213.0K
0
-100%
清仓
—
ROYAL DUTCH SHELL PLC
-$208.0K
0
-100%
清仓
—
VMWARE INC
-$206.0K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$205.0K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$198.0K
11,772
-3%
减持
VHT
VANGUARD WORLD FDS
-$178.0K
5,115
-8%
减持
AMGN
AMGEN INC
+$163.0K
14,956
-3%
减持
VTV
VANGUARD INDEX FDS
-$150.0K
10,339
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$148.0K
20,617
-3%
减持
MYGN
MYRIAD GENETICS INC
-$144.0K
42,685
-3%
减持
EBAY
EBAY INC.
-$132.0K
9,966
-6%
减持
INCY
INCYTE CORP
+$132.0K
56,682
-5%
增持
PFE
PFIZER INC
-$126.0K
17,368
+0%
减持
—
NEXTGEN HEALTHCARE INC
+$124.0K
40,205
-0%
减持
PEP
PEPSICO INC
-$123.0K
14,503
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$121.0K
14,227
-7%
减持
PRLB
PROTO LABS INC
-$120.0K
63,298
-6%
清仓
—
INTEVAC INC
-$118.0K
0
-100%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$111.0K
4,317
-2%
减持
MRK
MERCK & CO INC
+$103.0K
29,948
-3%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$98.0K
46,268
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$85.0K
7,325
-5%
减持
CI
CIGNA CORP NEW
-$85.0K
10,999
-7%
减持
SYK
STRYKER CORPORATION
-$81.0K
10,611
-3%
减持
—
AMDOCS LTD
+$66.0K
19,623
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$66.0K
7,229
-3%
减持
—
MEDTRONIC PLC
+$65.0K
18,644
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$44.0K
11,826
+0%
增持
AMZN
AMAZON COM INC
+$43.0K
217
+9%
减持
VOE
VANGUARD INDEX FDS
-$40.0K
14,084
-1%
减持
JNJ
JOHNSON & JOHNSON
-$37.0K
15,634
-5%
减持
WFC
WELLS FARGO CO NEW
-$31.0K
13,729
-5%
增持
QQQ
INVESCO QQQ TR
-$29.0K
826
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$27.0K
816
-2%
减持
EMR
EMERSON ELEC CO
+$24.0K
15,697
-4%
减持
PG
PROCTER AND GAMBLE CO
-$24.0K
1,322
-4%
减持
PPL
PPL CORP
-$23.0K
14,518
-0%
减持
NVS
NOVARTIS AG
-$21.0K
14,170
-2%
减持
KO
COCA COLA CO
+$14.0K
27,830
-4%
减持
AFL
AFLAC INC
+$12.0K
3,318
-4%
减持
WMT
WALMART INC
-$9.0K
18,269
-3%
减持
ELV
ANTHEM INC
+$9.0K
575
-3%
减持
HDV
ISHARES TR
+$8.0K
2,089
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$7.0K
7,051
+0%