13FBOX
顾问资产管理 · 13F 持仓分析
期权收益计算器 机构排行

顾问资产管理

Advisors Asset Management, Inc.No.794 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$65.57亿
环比变动 Q1 2026
+$5.46亿+9.1%
持仓股票数
1408
新买入
55
加仓
698
减仓
642
清仓
98
持股不变
13
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
谷歌AGOOGL
2.79%2.66%$1.83亿51.2万股$1.60亿55.6万股-4.5万股-8.03%减仓
亚马逊AMZN
2.61%2.59%$1.71亿71.7万股$1.55亿74.6万股-2.9万股-3.86%减仓
苹果AAPL
2.21%2.22%$1.45亿50.1万股$1.33亿52.5万股-2.5万股-4.70%减仓
微软MSFT
1.58%1.69%$1.03亿27.7万股$1.02亿27.5万股+2,488股+0.91%加仓
Meta平台META
1.33%1.44%$8,749.2万15.5万股$8,685.4万15.2万股+3,516股+2.32%加仓
沃尔玛WMT
1.17%1.55%$7,686.8万67.9万股$9,317.4万75.0万股-7.1万股-9.47%减仓
美光科技MU
1.04%0.36%$6,813.3万5.9万股$2,178.5万6.4万股-5,457股-8.46%减仓
VisaV
1.02%0.97%$6,700.2万19.5万股$5,810.4万19.2万股+3,048股+1.59%加仓
万事达MA
0.85%0.94%$5,605.2万10.9万股$5,646.1万11.3万股-3,863股-3.42%减仓
康宁GLW
0.8%0.61%$5,272.2万20.6万股$3,673.7万27.0万股-6.4万股-23.61%减仓
IIBMIBM
0.75%0.64%$4,906.2万17.4万股$3,840.6万15.8万股+1.6万股+10.11%加仓
威瑞森VZ
0.74%1%$4,839.7万114.3万股$6,023.0万120.0万股-5.7万股-4.73%减仓
博通AVGO
0.71%0.7%$4,681.6万12.4万股$4,230.4万13.7万股-1.3万股-9.32%减仓
德州仪器TXN
0.71%0.55%$4,642.7万15.6万股$3,314.4万17.1万股-1.5万股-8.76%减仓
默沙东MRK
0.68%0.7%$4,448.6万34.6万股$4,203.8万34.9万股-3,283股-0.94%减仓
思科CSCO
0.62%0.59%$4,075.8万34.7万股$3,574.8万46.1万股-11.4万股-24.69%减仓
PALO ALTOPANW
0.62%0.31%$4,061.1万11.9万股$1,839.6万11.5万股+4,342股+3.78%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.61%0.24%$4,002.7万9.3万股$1,422.2万8.7万股+6,118股+7.06%加仓
联合包裹UPSUPS
0.61%0.57%$3,996.4万37.2万股$3,410.2万34.7万股+2.5万股+7.25%加仓
ShopifySHOP
0.57%0.67%$3,742.7万32.8万股$4,028.8万34.0万股-1.2万股-3.49%减仓
好市多COST
0.55%0.62%$3,633.7万3.9万股$3,717.2万3.7万股+1,539股+4.13%加仓
AMGEN COMAMGN
0.54%0.61%$3,521.3万9.7万股$3,651.5万10.4万股-6,539股-6.30%减仓
强生JNJ
0.53%0.68%$3,494.2万13.8万股$4,076.7万16.7万股-2.9万股-17.50%减仓
家得宝HD
0.53%0.47%$3,452.9万9.8万股$2,841.1万8.6万股+1.2万股+13.34%加仓
美国运通AXP
0.52%0.51%$3,432.4万10.1万股$3,089.9万10.2万股-678股-0.66%减仓
泛林集团LRCX
0.5%0.3%$3,291.7万7.6万股$1,823.7万8.5万股-9,394股-11.01%减仓
雪佛龙CVX
0.5%0.66%$3,285.0万19.8万股$3,977.7万19.2万股+5,923股+3.08%加仓
英伟达NVDA
0.47%0.48%$3,101.8万15.5万股$2,868.8万16.6万股-1.1万股-6.65%减仓
可口可乐KO
0.46%0.48%$2,993.6万36.8万股$2,891.7万38.0万股-1.2万股-3.13%减仓
GE VernovaGEV
0.45%0.45%$2,961.1万2.5万股$2,696.9万3.1万股-5,692股-18.42%减仓
高盛GS
0.45%0.41%$2,927.1万2.9万股$2,453.5万2.9万股-59股-0.20%减仓
安费诺APH
0.43%0.37%$2,830.5万16.1万股$2,241.9万17.7万股-1.7万股-9.53%减仓
派克汉尼汾PH
0.42%0.4%$2,753.3万2.8万股$2,415.5万2.7万股+1,167股+4.33%加仓
礼来LLY
0.42%0.34%$2,731.5万2.3万股$2,057.2万2.2万股+406股+1.82%加仓
康明斯CMI
0.41%0.4%$2,708.7万3.8万股$2,379.6万4.4万股-6,250股-14.13%减仓
KAYNE ANDERSON ENERGY INFRSTKYN
0.4%0.46%$2,644.5万191.2万股$2,735.9万191.6万股-3,707股-0.19%减仓
宝洁PG
0.4%0.4%$2,623.6万17.9万股$2,432.4万16.8万股+1.1万股+6.24%加仓
联合健康UNH
0.4%0.28%$2,605.3万6.3万股$1,655.1万6.1万股+1,515股+2.48%加仓
摩根大通JPM
0.39%0.37%$2,573.5万7.9万股$2,250.5万7.7万股+2,116股+2.77%加仓
BLACKROCK MUNIHLDNGS CALI COMMUC
0.39%0.34%$2,533.8万230.6万股$2,071.1万199.1万股+31.4万股+15.78%加仓
AAT&TT
0.38%0.6%$2,474.4万119.5万股$3,627.0万125.1万股-5.6万股-4.46%减仓
T-MOBILE US COMTMUS
0.37%0.52%$2,454.4万14.6万股$3,113.9万14.8万股-1,927股-1.30%减仓
N新纪元能源NEE
0.36%0.38%$2,392.2万27.3万股$2,256.5万24.3万股+3.0万股+12.19%加仓
天弘CLS
0.36%0.39%$2,359.5万6.5万股$2,333.9万8.3万股-1.8万股-21.94%减仓
NUVEEN S&P 500 DYNAMIC OVERWSPXX
0.35%0.32%$2,300.0万123.4万股$1,918.8万119.4万股+4.0万股+3.34%加仓
COMCAST NEW CL ACMCSA
0.35%0.39%$2,291.1万93.3万股$2,337.3万81.4万股+11.9万股+14.63%加仓
NUVEEN CA QUALITY MUNI INAC
0.35%0.32%$2,275.0万187.7万股$1,922.0万165.0万股+22.7万股+13.78%加仓
艾伯维ABBV
0.34%0.32%$2,201.7万8.7万股$1,897.5万8.7万股+252股+0.29%加仓
AATIATI
0.33%0.25%$2,190.2万11.1万股$1,491.0万10.3万股+8,617股+8.41%加仓
SSTERLING INFRASTRUCTURESTRL
0.33%0.21%$2,189.1万2.6万股$1,247.7万3.1万股-4,555股-14.87%减仓

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