AIMZ Investment Advisors, LLC

CIK 1630365 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$363.5M
按 13F 价值排名第 4622（共 9443） · 前 48.9%
持仓
153
截至
2026年6月30日

投资组合价值同比（季度）：+12.3% 13F不披露现金

前十大持仓权重
33.90%
前二十五大持仓权重
57.10%
持仓高于 1%
28
有效持仓数量
50.4

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 1.45% 估计买入 $14881237 · 卖出 $4976911

中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 92.2% 仍持有

新仓位
17
增加
23
减少
62
已结清
3
本页内容

与标普500指数的表现对比

追踪时间 Q4 2024–Q2 2026
+18.5%
标普500指数同期总回报率
+28.1%
超额回报
-9.6%

年化：+12.0% · 标普500指数：+18.0%

近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。

可定价覆盖率：93.0% · 已排除期权：0.0%

行业细分

Technology
28.0%
Healthcare
25.2%
Communication Services
12.2%
Financial Services
5.5%
Industrials
5.0%
Retail
4.4%
Logistics & Transportation
3.9%
Communications
2.2%
Financials
1.3%
Consumer Discretionary
1.1%
Consumer Staples
1.0%
Energy
0.8%
Utilities
0.3%
Consumer products
0.1%
Telecommunication
0.1%
其他/未映射
8.9%

完整投资组合 153 持仓

类型 连胜 8个季度趋势
AAPL Apple Inc. - Common Stock $25945542 7.14% 89665 $2947136 下跌 ×2
GOOGL Alphabet Inc. - Class A Common Stock $14994904 4.13% 41959 $2840600 下跌 ×2
META Meta Platforms, Inc. - Class A Common Stock $14095769 3.88% 25024 $-221212
GOOG Alphabet Inc. - Class C Capital Stock $13612845 3.75% 38527 $2216677 下跌 ×4
MSFT Microsoft Corporation - Common Stock $10405922 2.86% 27896 $61239 下跌 ×5
QCOM QUALCOMM Incorporated - Common Stock $10318595 2.84% 55840 $3115015 下跌 ×6
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $9900326 2.72% 19931 $989174 下跌 ×6
NTAP NetApp, Inc. - Common Stock $8517466 2.34% 55037 $2882562 上涨 ×1
GILD Gilead Sciences, Inc. - Common Stock $7746994 2.13% 61319 $-801740 下跌 ×6
CSCO Cisco Systems, Inc. - Common Stock $7700383 2.12% 65557 $2592779 下跌 ×5
CHRW C.H. Robinson Worldwide, Inc. - Common Stock $7557953 2.08% 40129 $839475 下跌 ×6
INCY Incyte Corporation - Common Stock $7383474 2.03% 65133 $1250805 下跌 ×6
TEVA Teva Pharmaceutical Industries Limited American Depositary Shares $7215687 1.99% 212978 $740556 下跌 ×6
UNH UnitedHealth Group Incorporated Common Stock (DE) $6301013 1.73% 15160 $2199191 上涨 ×1
EXPD Expeditors International of Washington, Inc. Common Stock $6047492 1.66% 37106 $690197 下跌 ×6
REGN Regeneron Pharmaceuticals, Inc. - Common Stock $5918015 1.63% 9491 $-1415107
TROW T. Rowe Price Group, Inc. - Common Stock $5486404 1.51% 48258 $1134628 下跌 ×5
WMT Walmart Inc. - Common Stock $5198098 1.43% 45895 $-531684 下跌 ×6
BRKB $5193047 1.43% 10378 $219909
AZN AstraZeneca PLC - American Depositary Shares $5159791 1.42% 27221 $-222291 下跌 ×1
IBM International Business Machines Corporation Common Stock $4986736 1.37% 17733 $688798 上涨 ×1
AMGN Amgen Inc. - Common Stock $4684119 1.29% 12935 $151032 上涨 ×1
EEFT Euronet Worldwide, Inc. - Common Stock $4511139 1.24% 61636 $433632 上涨 ×3
GMAB Genmab A/S - American Depositary Shares $4420198 1.22% 160910 $102983
CTAS Cintas Corporation - Common Stock $4240605 1.17% 24933 $23437
INTC Intel Corporation - Common Stock $4041201 1.11% 28942 $2761333 下跌 ×6
NVDA NVIDIA Corporation - Common Stock $4024388 1.11% 20113 $220220 下跌 ×1
ABBV AbbVie Inc. Common Stock $3869138 1.06% 15376 $498396 下跌 ×4
JNJ Johnson & Johnson Common Stock $3543791 0.97% 13954 $90451 下跌 ×5
ZTS Zoetis Inc. Class A Common Stock $3534793 0.97% 49190 上涨 ×1
VOE $3380424 0.93% 17107 $93451 下跌 ×2
NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share $3286953 0.90% 36180 $-814719 下跌 ×2
MRK Merck & Company, Inc. Common Stock (new) $3273524 0.90% 25475 $227354 上涨 ×1
PRLB Proto Labs, Inc. Common stock $3156717 0.87% 38728 $948448
ADBE Adobe Inc. - Common Stock $3147057 0.87% 15350 $-570852 上涨 ×1
ADI Analog Devices, Inc. - Common Stock $3110790 0.86% 7832 $345585 下跌 ×2
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) $3103998 0.85% 59214 $-170645 下跌 ×6
INFY Infosys Limited American Depositary Shares $3082690 0.85% 293869 $-886648 上涨 ×1
BMY Bristol-Myers Squibb Company Common Stock $3026336 0.83% 52522 $-159143
CHKP Check Point Software Technologies Ltd. - Ordinary Shares $3026044 0.83% 23024 $-262934
KLAC KLA Corporation - Common Stock $2959775 0.81% 9810 $1515341 上涨 ×2
VTV $2938499 0.81% 13484 $292231 下跌 ×2
SYK Stryker Corporation Common Stock $2843865 0.78% 9033 $-124051 上涨 ×1
URBN Urban Outfitters, Inc. - Common Stock $2787562 0.77% 39339 $200411 下跌 ×6
VIG $2717593 0.75% 11485 $248190 上涨 ×1
VYM $2658647 0.73% 16824 $69261 下跌 ×2
CI The Cigna Group Common Stock $2548401 0.70% 9244 $74547 下跌 ×2
TDY Teledyne Technologies Incorporated Common Stock $2546892 0.70% 3819 $234543 下跌 ×3
LOW Lowe's Companies, Inc. Common Stock $2492639 0.69% 11305 $-178168 上涨 ×1
BEN Franklin Resources, Inc. Common Stock $2478380 0.68% 74493 $689676 下跌 ×6
ITW Illinois Tool Works Inc. Common Stock $2408740 0.66% 8906 $84575 下跌 ×1
JKHY Jack Henry & Associates, Inc. - Common Stock $2389789 0.66% 17350 上涨 ×1
VHT $2331286 0.64% 7797 $168973 下跌 ×2
PYPL PayPal Holdings, Inc. - Common Stock $2300709 0.63% 53282 $-116156 下跌 ×2
MRVL Marvell Technology, Inc. - Common Stock $2139148 0.59% 7181 $1431634 上涨 ×2
NVS Novartis AG Common Stock $2081888 0.57% 13284 $45101 下跌 ×1
EMR Emerson Electric Company Common Stock $2044987 0.56% 14286 $159125 下跌 ×5
FDS FactSet Research Systems Inc. Common Stock $2020102 0.56% 8780 $114930
KO Coca-Cola Company (The) Common Stock $1984772 0.55% 24422 $113792 下跌 ×1
ORCL Oracle Corporation Common Stock $1899690 0.52% 12963 $-7259
SBUX Starbucks Corporation - Common Stock $1834125 0.50% 17948 $226262 上涨 ×1
XOM Exxon Mobil Corporation Common Stock $1761893 0.48% 12887 $-432551 下跌 ×1
PEP PepsiCo, Inc. - Common Stock $1748691 0.48% 12915 $-256879
EPAM EPAM Systems, Inc. Common Stock $1676666 0.46% 21130 $-1240527 下跌 ×6
DLB Dolby Laboratories Common Stock $1655513 0.46% 31486 $-235240 上涨 ×1
HD Home Depot, Inc. (The) Common Stock $1498890 0.41% 4250 $101107
NFLX Netflix, Inc. - Common Stock $1489047 0.41% 20855 $-564236 下跌 ×1
ABT Abbott Laboratories Common Stock $1485913 0.41% 16376 $-195134 上涨 ×1
AMZN Amazon.com, Inc. - Common Stock $1431113 0.39% 6005 $180556
MDT Medtronic plc. Ordinary Shares $1387410 0.38% 17735 $-148913 上涨 ×4
PRF $1350750 0.37% 25000 $162500
AMAT Applied Materials, Inc. - Common Stock $1307184 0.36% 1808 $685810 下跌 ×4
TSLA Tesla, Inc. - Common Stock $1205019 0.33% 2865 $139955
未知发行人 (CUSIP: 78409V112) $1194134 0.33% 2932 上涨 ×1
VUG $1055314 0.29% 12251 $165311 上涨 ×1
JPM JP Morgan Chase & Co. Common Stock $1028908 0.28% 3143 $104264
EBAY eBay Inc. - Common Stock $976803 0.27% 8741 $163084 下跌 ×1
VEU $921920 0.25% 11008 $63302 下跌 ×2
DOX Amdocs Limited - Ordinary Shares $909886 0.25% 18003 $-264723 上涨 ×2
WFC Wells Fargo & Company Common Stock $896148 0.25% 10844 $7860 下跌 ×1
SOXX SOXX $875907 0.24% 1367 $390482 下跌 ×2
BAC Bank of America Corporation Common Stock $875441 0.24% 15364 $77696 下跌 ×1
DELL Dell Technologies Inc. Class C Common Stock $830561 0.23% 1925 $506486 下跌 ×2
LLY Eli Lilly and Company Common Stock $823172 0.23% 686 $260914 上涨 ×2
DLTR Dollar Tree, Inc. - Common Stock $810970 0.22% 6705 $75063 下跌 ×1
USMV $773995 0.21% 8024 $29849
MMM 3M Company Common Stock $751713 0.21% 4643 $77444
MU Micron Technology, Inc. - Common Stock $722586 0.20% 626 上涨 ×1
GLOB Globant S.A. Common Shares $716033 0.20% 24742 $-453639 下跌 ×5
UPS United Parcel Service, Inc. Common Stock $714875 0.20% 6650 $60648
QQQ Invesco QQQ Trust, Series 1 $706486 0.19% 959 $152753
COST Costco Wholesale Corporation - Common Stock $697861 0.19% 746 $-45476
SPY SPY $672830 0.19% 901 $87174
WIT Wipro Limited Common Stock $623776 0.17% 277234 $36041
PLTR Palantir Technologies Inc. - Class A Common Stock $602484 0.17% 5164 $-152906
PRFZ Invesco RAFI US 1500 Small-Mid ETF $585585 0.16% 10500 $103950
HIPO Hippo Holdings Inc. Common Stock $571135 0.16% 20210 $44462
VBR $549157 0.15% 2260 $49482 下跌 ×2
AVGO Broadcom Inc. - Common Stock $533761 0.15% 1413 $104471 上涨 ×2
VBK $491867 0.14% 1345 $67206 下跌 ×1

重仓股

持仓连续增加3个季度以上。

持股数量按13F申报数据报告（未按拆股调整）

证券 价值 % 占投资组合 连胜
EEFT $4511139 1.24% 上涨 ×3
MDT $1387410 0.38% 上涨 ×4

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
ZTS $3534793 49190 0.97%
JKHY $2389789 17350 0.66%
未知发行人 (CUSIP: 78409V112) $1194134 2932 0.33%
MU $722586 626 0.20%
GLW $357602 1400 0.10%
PANW $346135 1015 0.10%
TXN $295984 993 0.08%
SITM $268402 360 0.07%
SOXL $266710 1000 0.07%
URI $251502 222 0.07%
TSM $233054 488 0.06%
EMXC $229254 2241 0.06%
SCHF $222431 8030 0.06%
LUV $219049 4260 0.06%
MET $205179 2425 0.06%

季度涨幅榜

证券 操作 股份变动 价值变动
QCOM 削减 -97 +$3.1M
AAPL 削减 -955 +$2.9M
NTAP 增持 +3 +$2.9M
GOOGL 削减 -308 +$2.8M
INTC 削减 -60 +$2.8M
CSCO 削减 -271 +$2.6M
GOOG 削减 -1K +$2.2M
UNH 增持 +1 +$2.2M
KLAC 增持 +9K +$1.5M
MRVL 增持 +38 +$1.4M

已退出持仓

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度 先前持股数 先前价值 退出后价格
SPGI 2026年6月30日 2932 $1247028 12.5%
WBA 2025年9月30日 41921 $481249 不再跟踪
HON 2026年6月30日 1268 $286606 -1.9%
SGOV 2025年6月30日 2400 $241608 -0.1%
DELL 2025年3月31日 2056 $236876 381.9%
SPR 2025年12月31日 6100 $235460 不再跟踪
TTD 2025年3月31日 2000 $235060 -75.8%
TRV 2026年3月31日 778 $225596 25.6%
GPN 2025年3月31日 1957 $219301 -5.4%
ALL 2026年6月30日 1050 $217707 7.7%
WRB 2025年12月31日 2800 $214536 -0.8%
GM 2026年3月31日 2625 $213465 17.7%
GPN 2025年12月31日 2557 $212436 19.6%
HDV 2025年9月30日 1780 $208546 不再跟踪
DIS 2026年3月31日 1822 $207289 11.2%
MET 2025年12月31日 2488 $204937 19.9%
MET 2025年3月31日 2488 $203717 17.9%
DIS 2025年3月31日 1822 $202880 8.5%
TXN 2025年9月30日 975 $202430 44.3%
SCHF 2026年3月31日 8330 $200253 不再跟踪