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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 79 项
建仓 1
增持 11
减持 63
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$3.5M
103,004
-1%
减持
MSFT
MICROSOFT CORP
+$1.5M
33,858
-2%
减持
QCOM
QUALCOMM INC
+$1.0M
64,006
-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
REGN
REGENERON PHARMACEUTICALS
+$966.9K
10,694
-1%
减持
CI
THE CIGNA GROUP
-$813.1K
10,620
-0%
减持
GOOGL
ALPHABET INC
+$689.1K
44,520
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$542.6K
22,670
-1%
增持
DLB
DOLBY LABORATORIES INC
+$499.7K
33,549
+0%
减持
INCY
INCYTE CORP
-$459.9K
56,747
-0%
减持
JNJ
JOHNSON & JOHNSON
-$391.3K
14,759
-3%
减持
SYK
STRYKER CORPORATION
+$383.9K
10,302
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$350.7K
6,042
-0%
减持
ADI
ANALOG DEVICES INC
+$338.7K
10,931
-1%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$327.6K
45,059
-1%
减持
CSCO
CISCO SYS INC
+$320.4K
74,556
-1%
减持
AMGN
AMGEN INC
-$319.6K
14,368
-1%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$317.0K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$301.0K
71,074
-2%
减持
—
CAPRI HOLDINGS LIMITED
-$280.2K
26,635
-0%
建仓
NVDA
NVIDIA CORPORATION
+$277.9K
1,000
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$241.8K
19,698
-2%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$241.1K
73,509
-1%
减持
INTC
INTEL CORP
+$236.9K
39,422
-1%
清仓
PNC
PNC FINL SVCS GROUP INC
-$221.0K
0
-100%
清仓
ALL
ALLSTATE CORP
-$217.0K
0
-100%
清仓
AFL
AFLAC INC
-$216.0K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
+$209.6K
9,746
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
+$205.7K
41,161
-1%
减持
MRK
MERCK & CO INC
-$203.2K
28,723
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$198.4K
50,882
-2%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$193.1K
4,254
-0%
增持
HIPO
HIPPO HLDGS INC
+$191.0K
20,210
+100%
减持
PYPL
PAYPAL HLDGS INC
+$186.2K
41,694
-0%
减持
PFE
PFIZER INC
-$184.7K
16,945
-1%
减持
URBN
URBAN OUTFITTERS INC
+$179.6K
47,606
-0%
减持
NTAP
NETAPP INC
+$177.9K
64,196
-2%
减持
ORCL
ORACLE CORP
+$177.6K
16,623
-1%
减持
ABT
ABBOTT LABS
-$167.5K
17,742
-1%
减持
EMR
EMERSON ELEC CO
-$153.9K
15,310
-1%
减持
TROW
PRICE T ROWE GROUP INC
+$139.4K
44,273
-1%
减持
HD
HOME DEPOT INC
-$124.4K
5,400
-1%
减持
MMM
3M CO
-$104.2K
5,450
-4%
增持
—
AMDOCS LTD
+$98.6K
19,282
+0%
减持
BAC
BANK AMERICA CORP
-$96.4K
20,614
-0%
减持
—
CHECK POINT SOFTWARE TECH LT
+$93.3K
25,164
-0%
减持
ABBV
ABBVIE INC
-$90.0K
16,760
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$86.2K
8,540
+6%
减持
NFLX
NETFLIX INC
+$79.8K
1,878
-3%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$78.0K
239,091
-1%
减持
EBS
EMERGENT BIOSOLUTIONS INC
-$78.0K
52,410
-0%
减持
WMT
WALMART INC
+$77.3K
17,635
-1%
减持
CTAS
CINTAS CORP
+$63.2K
7,712
-1%
减持
—
NEXTGEN HEALTHCARE INC
-$56.8K
38,555
-1%
减持
CVX
CHEVRON CORP NEW
-$56.0K
1,593
-9%
减持
ELV
ELEVANCE HEALTH INC
-$51.3K
456
-10%
减持
LOW
LOWES COS INC
-$50.3K
13,150
-2%
增持
VOE
VANGUARD INDEX FDS
+$50.3K
13,876
+4%
减持
KO
COCA COLA CO
-$46.8K
27,328
-0%
减持
—
MEDTRONIC PLC
+$46.2K
18,410
-1%
减持
KSS
KOHLS CORP
-$45.7K
20,317
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$43.1K
11,662
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$42.7K
5,588
-15%
增持
VTV
VANGUARD INDEX FDS
+$42.4K
9,959
+5%
减持
HON
HONEYWELL INTL INC
-$40.3K
1,270
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$39.3K
11,657
+0%
减持
PPL
PPL CORP
-$33.9K
13,568
-4%
减持
—
ASTRAZENECA PLC
+$30.1K
61,607
-2%
增持
EBAY
EBAY INC.
+$28.8K
9,822
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$27.9K
14,009
+5%
减持
WIT
WIPRO LTD
-$27.5K
148,893
-0%
减持
BEN
FRANKLIN RESOURCES INC
+$27.5K
94,523
-1%
增持
VHT
VANGUARD WORLD FDS
+$27.4K
4,795
+7%
减持
PEP
PEPSICO INC
-$25.0K
13,231
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$21.9K
789
+0%
减持
—
EXXON MOBIL CORP
-$21.8K
13,425
-1%
减持
NVS
NOVARTIS AG
+$14.4K
13,928
-0%
减持
T
AT&T INC
+$13.4K
16,698
-0%
减持
GSK
GSK PLC
+$9.3K
65,409
-1%
减持
HLN
HALEON PLC
+$3.9K
89,916
-1%