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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 77 项
建仓 2
增持 22
减持 48
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
—
CDK GLOBAL INC
-$3.8M
0
-100%
增持
GOOGL
ALPHABET INC
+$3.0M
43,860
+7977%
建仓
GSK
GSK PLC
+$2.1M
73,064
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
REGN
REGENERON PHARMACEUTICALS
+$1.1M
11,064
-0%
增持
MSFT
MICROSOFT CORP
-$841.0K
35,183
+0%
增持
META
META PLATFORMS INC
-$809.0K
33,395
+1%
减持
PRLB
PROTO LABS INC
-$734.0K
63,898
-0%
减持
EBS
EMERGENT BIOSOLUTIONS INC
-$729.0K
69,651
-1%
减持
—
ASTRAZENECA PLC
-$720.0K
62,651
-0%
增持
PYPL
PAYPAL HLDGS INC
+$699.0K
41,169
+1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$623.0K
6,755
-0%
建仓
HLN
HALEON PLC
+$556.0K
91,331
减持
—
WALGREENS BOOTS ALLIANCE INC
-$508.0K
76,287
-0%
增持
INCY
INCYTE CORP
-$495.0K
57,182
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$467.0K
6,356
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$462.0K
20,525
-0%
增持
QCOM
QUALCOMM INC
-$432.0K
56,299
+6%
增持
INTC
INTEL CORP
-$429.0K
37,551
+1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$394.0K
42,530
-0%
增持
TROW
PRICE T ROWE GROUP INC
-$382.0K
44,964
+0%
减持
ABBV
ABBVIE INC
-$348.0K
17,378
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$307.0K
52,296
+0%
减持
AMGN
AMGEN INC
-$272.0K
14,864
-0%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$270.0K
45,876
-1%
减持
KSS
KOHLS CORP
-$253.0K
23,864
-0%
减持
—
CHECK POINT SOFTWARE TECH LT
-$253.0K
25,314
-0%
减持
JNJ
JOHNSON & JOHNSON
-$239.0K
15,368
-1%
减持
ABT
ABBOTT LABS
-$227.0K
18,139
-1%
清仓
LUV
SOUTHWEST AIRLS CO
-$226.0K
0
-100%
增持
NTAP
NETAPP INC
-$221.0K
65,669
+0%
增持
DLB
DOLBY LABORATORIES INC
-$217.0K
33,844
+0%
减持
BEN
FRANKLIN RESOURCES INC
-$213.0K
102,281
-1%
清仓
V
VISA INC
-$210.0K
0
-100%
清仓
HDV
ISHARES TR
-$210.0K
0
-100%
增持
TSLA
TESLA INC
+$209.0K
5,130
+200%
减持
CSCO
CISCO SYS INC
-$209.0K
75,767
-0%
减持
KO
COCA COLA CO
-$205.0K
27,489
-1%
清仓
ALL
ALLSTATE CORP
-$203.0K
0
-100%
增持
LOW
LOWES COS INC
+$178.0K
13,546
+0%
减持
ORCL
ORACLE CORP
-$177.0K
16,973
-2%
减持
DLTR
DOLLAR TREE INC
-$176.0K
8,093
-1%
增持
—
MEDTRONIC PLC
-$168.0K
18,651
+0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$161.0K
23,080
-0%
减持
MRK
MERCK & CO INC
-$159.0K
29,600
-0%
减持
PFE
PFIZER INC
-$152.0K
17,250
-0%
减持
VTV
VANGUARD INDEX FDS
-$141.0K
9,494
-5%
减持
MCD
MCDONALDS CORP
-$140.0K
2,577
-13%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$129.0K
247,616
-0%
减持
NVS
NOVARTIS AG
-$129.0K
14,070
-1%
减持
WMT
WALMART INC
+$126.0K
18,047
-1%
减持
CI
CIGNA CORP NEW
+$125.0K
10,834
-1%
减持
MMM
3M CO
-$116.0K
5,961
-0%
减持
VHT
VANGUARD WORLD FDS
-$105.0K
4,499
-5%
增持
VOE
VANGUARD INDEX FDS
-$105.0K
13,677
+0%
减持
AAPL
APPLE INC
+$100.0K
99,155
-0%
增持
EMR
EMERSON ELEC CO
-$99.0K
15,668
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$98.0K
6,758
-3%
增持
T
AT&T INC
-$91.0K
16,748
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$90.0K
8,094
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$85.0K
11,813
-0%
减持
—
AMDOCS LTD
-$80.0K
19,577
-0%
增持
ADI
ANALOG DEVICES INC
-$75.0K
11,077
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$65.0K
11,643
+0%
减持
PEP
PEPSICO INC
-$64.0K
14,084
-1%
减持
COST
COSTCO WHSL CORP NEW
-$61.0K
740
-13%
增持
EBAY
EBAY INC.
-$48.0K
9,969
+0%
减持
GILD
GILEAD SCIENCES INC
-$44.0K
73,433
-1%
增持
GOOG
ALPHABET INC
-$40.0K
3,000
+1900%
减持
SYK
STRYKER CORPORATION
+$33.0K
10,573
-0%
减持
PPL
PPL CORP
-$30.0K
14,368
-1%
减持
COP
CONOCOPHILLIPS
+$27.0K
2,513
-2%
减持
BAC
BK OF AMERICA CORP
-$23.0K
20,864
-0%
减持
ELV
ELEVANCE HEALTH INC
-$21.0K
509
-2%
减持
SHEL
SHELL PLC
-$21.0K
6,450
-2%
减持
ITW
ILLINOIS TOOL WKS INC
-$20.0K
9,968
-0%
减持
—
EXXON MOBIL CORP
+$14.0K
13,852
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$2.0K
1,418
+6%