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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 87 项
建仓 3
增持 22
减持 58
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
EPAM
EPAM SYS INC
+$4.3M
22,620
减持
AAPL
APPLE INC
+$3.1M
88,620
-3%
减持
QCOM
QUALCOMM INC
+$1.5M
59,434
-3%
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
GOOGL
ALPHABET INC
+$1.3M
43,157
-1%
减持
NTAP
NETAPP INC
+$1.2M
59,620
-3%
减持
GOOG
ALPHABET INC
+$1.2M
51,431
-5%
增持
SBUX
STARBUCKS CORP
+$1.0M
19,492
+247%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$942.2K
21,466
-2%
减持
REGN
REGENERON PHARMACEUTICALS
+$705.9K
9,984
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$635.1K
53,419
+2%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$582.6K
57,722
-2%
减持
—
ASTRAZENECA PLC
+$567.0K
58,709
-1%
减持
BEN
FRANKLIN RESOURCES INC
-$547.4K
89,276
-1%
减持
INTC
INTEL CORP
-$535.6K
39,357
-1%
减持
PYPL
PAYPAL HLDGS INC
-$528.4K
55,612
-1%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$488.0K
43,089
-1%
减持
CI
THE CIGNA GROUP
-$478.7K
9,500
-5%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$440.0K
229,324
-2%
减持
MSFT
MICROSOFT CORP
+$424.8K
29,525
-3%
增持
LOW
LOWES COS INC
-$404.3K
11,808
+0%
增持
NVDA
NVIDIA CORPORATION
+$393.5K
10,210
+964%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$387.1K
18,720
-1%
减持
WMT
WALMART INC
+$367.8K
50,325
-0%
减持
TROW
PRICE T ROWE GROUP INC
-$363.3K
47,142
-1%
减持
GILD
GILEAD SCIENCES INC
-$354.1K
67,863
-1%
减持
AMGN
AMGEN INC
+$337.2K
13,539
-1%
增持
ADI
ANALOG DEVICES INC
+$330.8K
10,848
+0%
减持
META
META PLATFORMS INC
+$322.9K
30,970
-2%
减持
MRK
MERCK & CO INC
-$312.8K
26,723
-3%
减持
—
CAPRI HOLDINGS LIMITED
-$301.3K
24,285
-0%
减持
GSK
GSK PLC
-$297.9K
62,339
-1%
增持
ITW
ILLINOIS TOOL WKS INC
-$288.8K
9,218
+0%
建仓
SGOV
ISHARES TR
+$282.0K
2,800
减持
PRLB
PROTO LABS INC
-$260.1K
46,523
-2%
清仓
DIS
DISNEY WALT CO
-$234.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$227.3K
13,652
-3%
减持
CSCO
CISCO SYS INC
-$223.6K
71,499
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$217.2K
10,927
-1%
减持
INFY
INFOSYS LTD
+$212.3K
318,058
-0%
增持
—
AMDOCS LTD
-$210.8K
18,429
+0%
建仓
AVGO
BROADCOM INC
+$207.1K
129
清仓
GE
GENERAL ELECTRIC CO
-$205.4K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$202.0K
0
-100%
减持
INCY
INCYTE CORP
+$192.2K
69,835
-2%
减持
DLTR
DOLLAR TREE INC
-$187.9K
6,870
-1%
减持
SYK
STRYKER CORPORATION
-$178.8K
9,648
-0%
增持
ABBV
ABBVIE INC
-$169.4K
16,067
+0%
增持
ABT
ABBOTT LABS
-$166.5K
17,099
+0%
减持
—
MEDTRONIC PLC
-$160.2K
18,257
-0%
减持
URBN
URBAN OUTFITTERS INC
-$147.6K
43,956
-2%
增持
DLB
DOLBY LABORATORIES INC
-$147.2K
32,460
+0%
增持
NVS
NOVARTIS AG
+$132.2K
13,488
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$120.0K
9,650
-17%
减持
KSS
KOHLS CORP
-$119.3K
19,074
-0%
减持
BAC
BANK AMERICA CORP
-$107.4K
15,500
-19%
减持
ORCL
ORACLE CORP
+$99.0K
14,777
-7%
减持
HLN
HALEON PLC
-$96.9K
75,400
-11%
减持
CTAS
CINTAS CORP
-$94.0K
7,172
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$89.8K
6,675
-1%
增持
TSLA
TESLA INC
+$78.6K
3,477
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$75.1K
5,645
-0%
增持
KO
COCA COLA CO
+$63.5K
25,574
+0%
增持
VUG
VANGUARD INDEX FDS
+$62.9K
944
+12%
减持
EXPD
EXPEDITORS INTL WASH INC
+$61.6K
38,836
-1%
减持
EMR
EMERSON ELEC CO
-$52.8K
14,522
-0%
减持
WFC
WELLS FARGO CO NEW
-$47.4K
11,235
-9%
减持
DELL
DELL TECHNOLOGIES INC
+$44.0K
2,131
-3%
减持
MRVL
MARVELL TECHNOLOGY INC
-$43.6K
8,367
-6%
减持
AMAT
APPLIED MATLS INC
+$38.5K
1,985
-5%
减持
JPM
JPMORGAN CHASE & CO.
-$35.4K
2,389
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$31.7K
8,974
+2%
减持
CVX
CHEVRON CORP NEW
-$30.5K
1,384
-12%
增持
VOE
VANGUARD INDEX FDS
-$25.7K
14,528
+2%
增持
VTV
VANGUARD INDEX FDS
+$25.6K
10,491
+3%
增持
—
EXXON MOBIL CORP
-$14.2K
12,939
+0%
减持
—
CHECK POINT SOFTWARE TECH LT
-$13.4K
23,739
-1%
增持
V
VISA INC
-$12.9K
1,115
+2%
增持
VHT
VANGUARD WORLD FD
+$11.5K
5,347
+3%
增持
EBAY
EBAY INC.
+$8.5K
8,931
+0%
减持
T
AT&T INC
+$7.3K
14,930
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.6K
14,664
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.3K
4,959
-1%
减持
AFL
AFLAC INC
+$4.0K
2,934
-2%
减持
PFE
PFIZER INC
-$2.8K
16,000
-1%
减持
NOK
NOKIA CORP
+$2.3K
20,000
-3%
减持
ELV
ELEVANCE HEALTH INC
+$1.3K
389
-4%
清仓
MVLA
MOVELLA HOLDINGS INC
-$649
0
-100%