AIMZ Investment Advisors, LLC
- SEC CIK
- 0001630365
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 130
- 較 2025 年第 1 季 +5
- 總值
- $2.99 億
- 較 2025 年第 1 季 +$1,227 萬 (+4.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 26,203 | $1,934 萬 | 6.5% | −1,156−4.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 85,779 | $1,760 萬 | 5.9% | −441−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,914 | $1,438 萬 | 4.8% | −407−1.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 58,109 | $925.4 萬 | 3.1% | −544−0.9% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 20,726 | $922.7 萬 | 3.1% | −225−1.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 48,101 | $853.3 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 42,379 | $746.8 萬 | 2.5% | −650−1.5% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 65,020 | $720.9 萬 | 2.4% | −1,456−2.2% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 57,612 | $613.9 萬 | 2.1% | −642−1.1% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 26,098 | $581.6 萬 | 1.9% | −500−1.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 14,696 | $568.6 萬 | 1.9% | +3,356+29.6% | 加碼 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 305,420 | $565.9 萬 | 1.9% | −2,000−0.7% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,201 | $536.5 萬 | 1.8% | −348−1.9% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 23,424 | $518.3 萬 | 1.7% | −115−0.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,658 | $517.7 萬 | 1.7% | −135−1.3% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 9,854 | $517.3 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 70,138 | $486.6 萬 | 1.6% | −794−1.1% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 49,145 | $474.2 萬 | 1.6% | −579−1.2% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 68,248 | $464.8 萬 | 1.6% | −675−1.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 47,357 | $463.1 萬 | 1.6% | −1,771−3.6% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 38,527 | $440.2 萬 | 1.5% | −346−0.9% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 42,298 | $405.8 萬 | 1.4% | −246−0.6% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 53,979 | $401.2 萬 | 1.3% | −830−1.5% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 57,331 | $400.6 萬 | 1.3% | −266−0.5% | 減碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 22,330 | $394.8 萬 | 1.3% | −120−0.5% | 減碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 224,557 | $376.4 萬 | 1.3% | −1,400−0.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,120 | $366.3 萬 | 1.2% | −99−0.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 9,131 | $361.3 萬 | 1.2% | −8−0.1% | 減碼 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 165,880 | $342.7 萬 | 1.1% | −1,900−1.1% | 減碼 | 歷史 |
| URBNUrban Outfitters Inc | COM | 43,239 | $313.7 萬 | 1.1% | −500−1.1% | 減碼 | 歷史 |
| CICigna Group | Stock | 9,385 | $310.2 萬 | 1.0% | −103−1.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,192 | $303.2 萬 | 1.0% | −2,114−9.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 13,753 | $300.7 萬 | 1.0% | −800−5.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,706 | $291.5 萬 | 1.0% | +40.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,076 | $278.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GLOBGlobant S.A. | COM | 30,582 | $277.8 萬 | 0.9% | −150−0.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 11,725 | $260.1 萬 | 0.9% | +20.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,069 | $251.7 萬 | 0.8% | +2,491+44.7% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 52,846 | $244.6 萬 | 0.8% | −87−0.2% | 減碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 32,071 | $238.2 萬 | 0.8% | +30.0% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 61,867 | $237.6 萬 | 0.8% | −392−0.6% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,853 | $234.5 萬 | 0.8% | −499−4.8% | 減碼 | 歷史 |
| EEFTEuronet Worldwide, Inc. | COM | 22,850 | $231.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,956 | $229.5 萬 | 0.8% | −1,110−7.4% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 16,584 | $225.6 萬 | 0.8% | −99−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,531 | $222.0 萬 | 0.7% | −32−0.2% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,924 | $220.7 萬 | 0.7% | −48−0.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 26,333 | $208.5 萬 | 0.7% | −565−2.1% | 減碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 4,027 | $206.3 萬 | 0.7% | −4−0.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 14,488 | $193.2 萬 | 0.6% | −66−0.5% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 14,339 | $191.2 萬 | 0.6% | −968−6.3% | 減碼 | – |
| BENFranklin Templeton Inc | COM | 80,002 | $190.8 萬 | 0.6% | −114−0.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 24,577 | $173.9 萬 | 0.6% | −62−0.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,998 | $171.6 萬 | 0.6% | −33−0.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 18,719 | $171.5 萬 | 0.6% | −498−2.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,610 | $169.9 萬 | 0.6% | −835−8.0% | 減碼 | – |
| DOXAmdocs Ltd | SHS | 18,140 | $165.5 萬 | 0.6% | −47−0.3% | 減碼 | 歷史 |
| PRLBProto Labs Inc | COM | 40,903 | $163.8 萬 | 0.5% | −1,275−3.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,450 | $163.2 萬 | 0.5% | −100−2.2% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 13,328 | $161.3 萬 | 0.5% | −24−0.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,742 | $158.5 萬 | 0.5% | −792−9.3% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 2,996 | $158.0 萬 | 0.5% | −60−2.0% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 17,717 | $154.4 萬 | 0.5% | −30−0.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,001 | $140.1 萬 | 0.5% | −30−0.2% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,192 | $128.9 萬 | 0.4% | −559−9.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,824 | $127.8 萬 | 0.4% | +264+4.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 25,000 | $105.7 萬 | 0.4% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 11,472 | $91.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,872 | $91.2 萬 | 0.3% | −10−0.3% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,007 | $90.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 293,646 | $88.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,893 | $83.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 17,642 | $83.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,100 | $83.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 8,024 | $75.3 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 730 | $72.3 萬 | 0.2% | −25−3.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 4,693 | $71.4 萬 | 0.2% | −50−1.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 31,188 | $69.9 萬 | 0.2% | −533−1.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 6,750 | $68.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 6,845 | $67.8 萬 | 0.2% | −25−0.4% | 減碼 | 歷史 |
| HLNHaleon plc | ADR | 64,557 | $66.9 萬 | 0.2% | −1,695−2.6% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 8,937 | $66.5 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 7,922 | $61.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,882 | $59.7 萬 | 0.2% | −392−4.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 925 | $57.1 萬 | 0.2% | −36−3.7% | 減碼 | 歷史 |
| HIPOHippo Holdings Inc. | COM NEW | 20,210 | $56.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,010 | $55.7 萬 | 0.2% | +1+0.1% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 990 | $53.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,685 | $52.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 41,921 | $48.1 萬 | 0.2% | −503−1.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,627 | $47.5 萬 | 0.2% | −150−8.4% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,076 | $47.2 萬 | 0.2% | −65−5.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 584 | $45.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,204 | $42.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 10,500 | $42.7 萬 | 0.1% | 00.0% | 不變 | – |
| CPRICapri Holdings Ltd | SHS | 23,785 | $42.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WALWestern Alliance Bancorporation | COM | 5,271 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 714 | $40.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 11,367 | $38.5 萬 | 0.1% | −66−0.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,735 | $38.1 萬 | 0.1% | −64−0.4% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,400 | $24.2 萬 | 0.1% | – |