Tiemann Investment Advisors, LLC 13F 持仓 · 2026年Q2
Tiemann Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 207 只证券，申报市值合计 2.76 亿美元。前几大持仓：AGG（7.96%）、AAPL（5.94%）、IUSB（5.12%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $22.0M | 7.96% | 222,133 | 增持 |
| 2 | AAPL | APPLE INC | $16.4M | 5.94% | 56,659 | 减持 |
| 3 | IUSB | ISHARES TR | $14.1M | 5.12% | 306,523 | 增持 |
| 4 | IEFA | ISHARES TR | $12.6M | 4.58% | 130,977 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $9.5M | 3.43% | 25,410 | 减持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $8.9M | 3.22% | 175,937 | 增持 |
| 7 | GSST | GOLDMAN SACHS ETF TR | $8.7M | 3.14% | 171,465 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $7.1M | 2.59% | 35,730 | 减持 |
| 9 | GOOGL | ALPHABET INC | $6.1M | 2.20% | 17,024 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | $5.6M | 2.03% | 17,110 | 减持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.4M | 1.58% | 8,697 | 减持 |
| 12 | CWI | SPDR INDEX SHS FDS | $4.4M | 1.58% | 107,193 | 减持 |
| 13 | ORCL | ORACLE CORP | $4.3M | 1.57% | 29,547 | 增持 |
| 14 | AMZN | AMAZON COM INC | $3.6M | 1.31% | 15,183 | 减持 |
| 15 | GOOG | ALPHABET INC | $3.6M | 1.30% | 10,131 | 减持 |
| 16 | IJS | ISHARES TR | $3.5M | 1.26% | 25,396 | 减持 |
| 17 | IJR | ISHARES TR | $3.4M | 1.23% | 22,973 | 减持 |
| 18 | IJJ | ISHARES TR | $2.8M | 1.01% | 18,904 | 减持 |
| 19 | IJH | ISHARES TR | $2.7M | 0.98% | 35,044 | 减持 |
| 20 | AMAT | APPLIED MATLS INC | $2.7M | 0.97% | 3,705 | 减持 |
| 21 | IJT | ISHARES TR | $2.7M | 0.97% | 14,973 | 减持 |
| 22 | JNJ | JOHNSON & JOHNSON | $2.7M | 0.96% | 10,451 | 减持 |
| 23 | LLY | ELI LILLY & CO | $2.6M | 0.93% | 2,149 | 减持 |
| 24 | CAT | CATERPILLAR INC | $2.5M | 0.91% | 2,356 | 减持 |
| 25 | GLD | SPDR GOLD TR | $2.5M | 0.91% | 6,812 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR