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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 84 项
建仓 5
增持 13
减持 63
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
EEFT
EURONET WORLDWIDE INC
+$2.3M
22,925
减持
QCOM
QUALCOMM INC
+$2.0M
62,684
-1%
减持
AAPL
APPLE INC
+$1.7M
93,098
-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
META
META PLATFORMS INC
+$1.6M
30,918
-1%
减持
MSFT
MICROSOFT CORP
+$1.5M
31,842
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.2M
22,291
-1%
清仓
—
NEXTGEN HEALTHCARE INC
-$893.6K
0
-100%
减持
CTAS
CINTAS CORP
+$848.8K
7,472
-2%
减持
NTAP
NETAPP INC
+$743.1K
63,229
-1%
减持
PRLB
PROTO LABS INC
+$593.2K
47,548
-0%
减持
INTC
INTEL CORP
+$551.5K
38,715
-1%
减持
ADBE
ADOBE INC
+$547.7K
6,499
-0%
减持
—
CHECK POINT SOFTWARE TECH LT
+$441.2K
24,664
-1%
减持
REGN
REGENERON PHARMACEUTICALS
+$436.9K
10,439
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$434.7K
19,279
-1%
减持
BEN
FRANKLIN RESOURCES INC
+$430.4K
91,935
-2%
减持
EXPD
EXPEDITORS INTL WASH INC
+$423.2K
40,158
-2%
增持
PYPL
PAYPAL HLDGS INC
+$396.9K
56,262
+8%
减持
INFY
INFOSYS LTD
+$392.3K
324,008
-0%
增持
TROW
PRICE T ROWE GROUP INC
+$370.3K
48,150
+5%
减持
GILD
GILEAD SCIENCES INC
+$343.7K
69,436
-1%
减持
GOOGL
ALPHABET INC
+$343.2K
44,061
-1%
减持
ITW
ILLINOIS TOOL WKS INC
+$302.2K
9,615
-0%
减持
INCY
INCYTE CORP
+$285.1K
62,561
-1%
减持
CSCO
CISCO SYS INC
-$280.9K
73,536
-1%
建仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$279.7K
8,800
增持
ADI
ANALOG DEVICES INC
+$254.8K
10,845
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$237.1K
52,515
+4%
增持
—
EXXON MOBIL CORP
-$234.3K
13,333
+0%
减持
AMGN
AMGEN INC
+$229.8K
14,115
-1%
建仓
ALL
ALLSTATE CORP
+$224.0K
1,600
减持
DLB
DOLBY LABORATORIES INC
+$222.4K
33,255
-0%
减持
SYK
STRYKER CORPORATION
+$220.4K
10,047
-2%
清仓
—
VMWARE INC
-$212.9K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$211.7K
449
减持
ABT
ABBOTT LABS
+$210.7K
17,396
-1%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$205.1K
5,441
减持
VOE
VANGUARD INDEX FDS
+$189.4K
14,177
-1%
减持
NFLX
NETFLIX INC
+$188.2K
1,843
-2%
清仓
EBS
EMERGENT BIOSOLUTIONS INC
-$174.7K
0
-100%
减持
MRK
MERCK & CO INC
+$154.4K
28,292
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$151.6K
8,831
+1%
减持
LOW
LOWES COS INC
+$147.2K
12,805
-2%
减持
KSS
KOHLS CORP
+$146.2K
19,737
-1%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$138.3K
4,198
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$137.2K
14,320
+1%
增持
VTV
VANGUARD INDEX FDS
+$130.3K
10,211
+1%
减持
MYGN
MYRIAD GENETICS INC
+$123.2K
40,785
-0%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$112.3K
60,882
-20%
减持
—
CAPRI HOLDINGS LIMITED
-$109.7K
25,185
-4%
减持
UNH
UNITEDHEALTH GROUP INC
+$106.0K
5,989
-1%
减持
URBN
URBAN OUTFITTERS INC
+$100.9K
46,156
-2%
增持
VHT
VANGUARD WORLD FDS
+$100.8K
5,238
+2%
减持
—
ASTRAZENECA PLC
-$94.1K
60,054
-2%
减持
WFC
WELLS FARGO CO NEW
+$91.8K
13,005
-3%
减持
KO
COCA COLA CO
+$78.6K
27,019
-0%
减持
PFE
PFIZER INC
-$75.1K
16,926
-0%
增持
—
MEDTRONIC PLC
+$74.1K
18,323
+0%
减持
MMM
3M CO
+$68.1K
5,098
-2%
减持
JPM
JPMORGAN CHASE & CO
+$57.7K
2,589
-2%
减持
WMT
WALMART INC
-$55.8K
17,439
-1%
减持
ABBV
ABBVIE INC
+$51.0K
16,360
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$50.7K
11,690
+0%
减持
QQQ
INVESCO QQQ TR
-$47.5K
608
-27%
减持
—
AMDOCS LTD
+$46.4K
18,924
-1%
减持
PPL
PPL CORP
+$46.0K
13,233
-0%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$41.2K
44,056
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$38.1K
791
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$37.5K
11,397
-1%
增持
VUG
VANGUARD INDEX FDS
+$32.6K
843
+0%
减持
NVS
NOVARTIS AG
-$32.4K
13,528
-1%
减持
GSK
GSK PLC
+$31.9K
64,127
-1%
减持
CI
THE CIGNA GROUP
-$30.5K
10,010
-5%
减持
HON
HONEYWELL INTL INC
+$28.6K
1,255
-1%
减持
AMAT
APPLIED MATLS INC
+$28.5K
2,085
-7%
减持
T
AT&T INC
+$24.0K
16,198
-2%
减持
EBAY
EBAY INC.
-$13.3K
9,628
-2%
减持
GOOG
ALPHABET INC
+$13.1K
2,900
-3%
减持
HLN
HALEON PLC
-$12.1K
87,875
-0%
减持
NOK
NOKIA CORP
-$7.8K
23,100
-0%
减持
EMR
EMERSON ELEC CO
-$7.7K
14,968
-1%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$1.7K
233,024
-2%
减持
JNJ
JOHNSON & JOHNSON
-$976
14,549
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
+$668
8,867
-10%