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America First Investment Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

America First Investment Advisors, LLC

No.4041
最新持仓市值 (Q2 2026)
$5.39亿
环比变动 Q1 2026
+$238.3万+0.4%
持仓股票数
45
新买入
5
加仓
15
减仓
12
清仓
1
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
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
8.16%8.27%$4,397.7万53.6万股$4,434.3万53.7万股-1,452股-0.27%减仓
谷歌AGOOGL
6.71%5.53%$3,617.4万10.1万股$2,968.2万10.3万股-1,996股-1.93%减仓
强生JNJ
6.55%6.39%$3,529.1万13.9万股$3,426.1万14.0万股-1,203股-0.86%减仓
亚马逊AMZN
5.42%4.81%$2,922.5万12.3万股$2,577.8万12.4万股-1,156股-0.93%减仓
安桥ENB
5.24%5.27%$2,822.8万52.1万股$2,827.5万52.2万股-1,539股-0.29%减仓
W.R.伯克利WRB
5.02%4.7%$2,705.6万38.4万股$2,520.9万38.0万股+3,270股+0.86%加仓
T赛默飞世尔TMO
4.94%4.84%$2,664.5万5.3万股$2,596.7万5.3万股+318股+0.60%加仓
斯伦贝谢SLB
4.88%5.49%$2,631.3万56.6万股$2,943.6万57.3万股-6,803股-1.19%减仓
布鲁克菲尔德BN
4.87%4.65%$2,624.3万61.6万股$2,492.9万61.6万股+186股+0.03%加仓
ADPADP
4.81%4.34%$2,590.8万11.6万股$2,326.8万11.5万股+1,168股+1.02%加仓
VisaV
4.69%4.12%$2,528.7万7.4万股$2,210.0万7.3万股+584股+0.80%加仓
FRANCO NEVFNV
4.4%5.24%$2,368.4万11.4万股$2,813.0万11.4万股-239股-0.21%减仓
VERISK ANALYTICS COMVRSK
4.36%$2,350.5万13.1万股$00股+13.1万股新买入
万事达MA
4.31%4.16%$2,322.9万4.5万股$2,232.8万4.5万股+542股+1.21%加仓
雅培ABT
4.02%4.24%$2,167.8万23.9万股$2,274.5万22.2万股+1.7万股+7.84%加仓
ROYAL GOLD COMRGLD
3.98%5.09%$2,147.2万10.8万股$2,729.9万10.7万股+300股+0.28%加仓
芝加哥商品交易所CME
3.93%5.24%$2,120.2万9.6万股$2,808.9万9.5万股+908股+0.95%加仓
FFiservFISV
3.73%4.17%$2,008.6万40.9万股$2,239.8万40.1万股+8,102股+2.02%加仓
BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY
2.38%2.36%$1,279.9万28.5万股$1,266.6万28.5万股+431股+0.15%加仓
伯克希尔哈撒韦BRK.A
1.39%1.07%$748.9万10股$574.5万8股+2股+25.00%加仓
CLOROX DELCLX
1.33%1.45%$716.8万7.5万股$778.4万7.5万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.74%0.86%$400.4万8,001股$462.5万9,652股-1,651股-17.11%减仓
美光科技MU
0.71%0.21%$385.0万3,335股$112.7万3,335股00.00%持仓不变
美国合众银行USB
0.61%0.53%$331.2万5.5万股$285.2万5.5万股00.00%持仓不变
苹果AAPL
0.44%0.39%$236.0万8,156股$210.7万8,303股-147股-1.77%减仓
可口可乐KO
0.25%0.24%$136.9万1.7万股$128.1万1.7万股00.00%持仓不变
Phillips 66PSX
0.21%0.22%$111.2万6,580股$119.9万6,580股00.00%持仓不变
CCLEANCORE SOLUTIONS INC CLASS B COM SHSZONE
0.19%<0.01%$102.8万125.4万股$2.0万5.7万股+119.6万股+2,081.47%加仓
微软MSFT
0.16%0.16%$86.7万2,325股$84.5万2,283股+42股+1.84%加仓
摩根大通JPM
0.15%0.14%$82.8万2,529股$74.4万2,529股00.00%持仓不变
通用动力GD
0.13%0.12%$67.9万1,918股$65.8万1,918股00.00%持仓不变
SSPDR标普500 ETFSPY
0.13%0.12%$67.8万908股$61.9万952股-44股-4.62%减仓
宝洁PG
0.12%0.12%$65.9万4,492股$64.9万4,492股00.00%持仓不变
CASEYS GEN STORESCASY
0.12%0.11%$63.6万800股$58.2万800股00.00%持仓不变
雪佛龙CVX
0.11%0.15%$61.0万3,682股$78.5万3,792股-110股-2.90%减仓
思科CSCO
0.11%$58.7万5,000股$00股+5,000股新买入
HERSHEY COMHSY
0.1%0.12%$56.4万3,217股$66.9万3,217股00.00%持仓不变
I景顺交易所交易基金信托RSP
0.1%0.08%$51.4万2,415股$44.4万2,313股+102股+4.41%加仓
沃尔玛WMT
0.09%$49.3万4,350股$00股+4,350股新买入
Meta平台META
0.08%0.08%$42.2万749股$43.4万759股-10股-1.32%减仓
特斯拉TSLA
0.08%0.07%$41.0万975股$36.2万975股00.00%持仓不变
MMFA FINL INC REITRIET
0.07%0.07%$38.5万4.0万股$38.1万4.0万股00.00%持仓不变
百事可乐PEP
0.07%0.08%$38.2万2,819股$43.8万2,819股00.00%持仓不变
星巴克SBUX
0.04%$23.3万2,280股$00股+2,280股新买入
英伟达NVDA
0.04%$21.3万1,065股$00股+1,065股新买入

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