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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 81 项
建仓 3
增持 13
减持 61
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$2.2M
95,028
-0%
减持
REGN
REGENERON PHARMACEUTICALS
+$1.1M
10,610
-1%
减持
MSFT
MICROSOFT CORP
-$926.8K
33,216
-1%
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
AMGN
AMGEN INC
+$645.3K
14,271
-1%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$631.9K
238,675
-0%
减持
QCOM
QUALCOMM INC
-$580.7K
63,214
-1%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$504.0K
76,527
-1%
减持
GOOGL
ALPHABET INC
+$482.7K
44,412
-0%
减持
PYPL
PAYPAL HLDGS INC
-$436.0K
52,312
-0%
减持
—
CAPRI HOLDINGS LIMITED
+$419.0K
26,135
-2%
减持
PRLB
PROTO LABS INC
-$413.9K
47,699
-0%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$404.6K
44,667
-1%
减持
MRK
MERCK & CO INC
-$365.4K
28,460
-0%
减持
SYK
STRYKER CORPORATION
-$355.0K
10,203
-1%
减持
TROW
PRICE T ROWE GROUP INC
-$343.8K
45,914
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$316.1K
50,511
-1%
减持
MYGN
MYRIAD GENETICS INC
-$308.9K
40,985
-2%
减持
INCY
INCYTE CORP
-$304.9K
63,062
-1%
减持
META
META PLATFORMS INC
+$300.1K
31,102
-1%
减持
INFY
INFOSYS LTD
+$296.0K
325,127
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$289.9K
40,870
-0%
减持
—
AMDOCS LTD
-$289.4K
19,136
-1%
减持
—
NEXTGEN HEALTHCARE INC
+$268.2K
37,655
-2%
减持
—
ASTRAZENECA PLC
-$265.6K
61,115
-1%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$256.9K
0
-100%
减持
LOW
LOWES COS INC
-$254.5K
13,004
-1%
建仓
WAL
WESTERN ALLIANCE BANCORP
+$244.5K
5,319
减持
PEP
PEPSICO INC
-$234.2K
13,081
-1%
减持
ABT
ABBOTT LABS
-$230.3K
17,594
-1%
清仓
LUV
SOUTHWEST AIRLS CO
-$226.7K
0
-100%
减持
ABBV
ABBVIE INC
+$225.8K
16,667
-1%
减持
ITW
ILLINOIS TOOL WKS INC
-$215.7K
9,624
-1%
增持
ADI
ANALOG DEVICES INC
-$213.5K
10,844
+0%
建仓
—
VMWARE INC
+$212.9K
1,279
减持
BEN
FRANKLIN RESOURCES INC
-$211.5K
93,912
-0%
减持
EBS
EMERGENT BIOSOLUTIONS INC
-$208.4K
51,372
-1%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$207.1K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$202.6K
0
-100%
减持
—
MEDTRONIC PLC
-$186.9K
18,318
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$182.9K
7,250
-1%
减持
CTAS
CINTAS CORP
-$176.8K
7,597
-1%
减持
GILD
GILEAD SCIENCES INC
-$170.4K
70,474
-0%
减持
—
CHECK POINT SOFTWARE TECH LT
+$166.1K
24,964
-1%
减持
DLB
DOLBY LABORATORIES INC
-$164.0K
33,353
-1%
减持
JNJ
JOHNSON & JOHNSON
-$159.5K
14,648
-1%
减持
CSCO
CISCO SYS INC
+$148.4K
74,329
-0%
减持
KO
COCA COLA CO
-$132.4K
27,038
-1%
减持
—
EXXON MOBIL CORP
+$127.3K
13,330
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$113.1K
22,556
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$82.1K
19,376
-2%
减持
EMR
EMERSON ELEC CO
+$80.4K
15,165
-1%
增持
VOE
VANGUARD INDEX FDS
-$77.8K
14,251
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$76.2K
11,497
-1%
减持
INTC
INTEL CORP
+$75.2K
39,210
-1%
减持
NTAP
NETAPP INC
-$74.4K
63,669
-1%
增持
PFE
PFIZER INC
-$59.3K
16,955
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$57.4K
8,709
+0%
减持
AMAT
APPLIED MATLS INC
-$49.7K
2,235
-10%
减持
CI
THE CIGNA GROUP
+$47.8K
10,585
-0%
减持
KSS
KOHLS CORP
-$44.0K
20,031
-0%
减持
PPL
PPL CORP
-$43.8K
13,268
-1%
减持
MMM
3M CO
-$38.8K
5,225
-1%
减持
ADBE
ADOBE INC
+$38.7K
6,530
-3%
减持
BAC
BANK AMERICA CORP
-$35.0K
20,164
-1%
增持
NVDA
NVIDIA CORPORATION
+$33.7K
1,050
+5%
减持
WMT
WALMART INC
+$32.7K
17,539
-1%
减持
URBN
URBAN OUTFITTERS INC
-$30.8K
47,306
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$29.3K
11,674
+0%
增持
SRE
SEMPRA
-$23.4K
4,910
+100%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$22.8K
25,000
+400%
减持
SHEL
SHELL PLC
+$18.7K
6,175
-2%
减持
T
AT&T INC
-$18.5K
16,498
-1%
增持
VHT
VANGUARD WORLD FDS
+$16.7K
5,157
+6%
增持
VUG
VANGUARD INDEX FDS
+$16.6K
842
+12%
减持
WIT
WIPRO LTD
+$16.3K
148,560
-0%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$14.4K
10,500
+400%
增持
VYM
VANGUARD WHITEHALL FDS
-$14.0K
14,144
+2%
减持
GSK
GSK PLC
+$13.3K
64,681
-1%
减持
HLN
HALEON PLC
-$11.5K
88,271
-1%
增持
EBAY
EBAY INC.
-$5.8K
9,826
+0%
建仓
MVLA
MOVELLA HOLDINGS INC
+$5.6K
10,400