AMI INVESTMENT MANAGEMENT INC
KENDALLVILLE IN · SEC CIK 0001122241
$4.45亿2026Q1 申报市值
77持仓数
56.5%前十大占比 · 第一大 11.0%
4 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHG 加仓+$271.00万
WFC 新建仓+$207.09万
ACN 新建仓+$186.57万
VGT 加仓+$159.92万
VCSH 加仓+$140.77万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$146.44万
BRK/B 减仓-$107.96万
FDX 减仓-$96.85万
JNJ 减仓-$48.64万
XLE 减仓-$43.13万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $4,889.35万 | 10.99% | 70,076 | 2,292 | 3.4% | $159.92万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,317.60万 | 9.71% | 544,670 | 17,758 | 3.4% | $140.77万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,742.23万 | 8.42% | 639,260 | 19,449 | 3.1% | $113.85万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $3,285.27万 | 7.39% | 424,563 | 10,384 | 2.5% | $80.35万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,588.67万 | 5.82% | 434,706 | 20,949 | 5.1% | $124.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,390.26万 | 3.13% | 29,012 | -2,253 | -7.2% | -$107.96万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,317.13万 | 2.96% | 20,253 | -53 | -0.3% | -$3.45万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $1,263.89万 | 2.84% | 436,578 | 8,477 | 2.0% | $24.54万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $1,225.25万 | 2.76% | 248,126 | 9,920 | 4.2% | $48.98万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,095.09万 | 2.46% | 375,933 | 93,030 | 32.9% | $271.00万 | 加仓 |
| GOOG | ALPHABET INC | $1,064.12万 | 2.39% | 37,095 | -5,105 | -12.1% | -$146.44万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $982.94万 | 2.21% | 197,020 | -3,070 | -1.5% | -$15.32万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $974.51万 | 2.19% | 49,669 | 2,141 | 4.5% | $42.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $912.25万 | 2.05% | 24,644 | 2,860 | 13.1% | $105.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $867.10万 | 1.95% | 29,477 | 508 | 1.8% | $14.94万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $812.70万 | 1.83% | 241,373 | -3,836 | -1.6% | -$12.92万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $742.66万 | 1.67% | 289,648 | -7,485 | -2.5% | -$19.19万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $647.24万 | 1.46% | 105,654 | -7,040 | -6.2% | -$43.13万 | 减仓 |
| RTX | RTX CORPORATION | $575.67万 | 1.29% | 29,843 | -2,193 | -6.8% | -$42.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $574.16万 | 1.29% | 23,489 | -1,990 | -7.8% | -$48.64万 | 减仓 |
| META | META PLATFORMS INC | $555.12万 | 1.25% | 9,703 | 787 | 8.8% | $45.02万 | 加仓 |
| V | VISA INC | $532.34万 | 1.20% | 17,613 | 391 | 2.3% | $11.82万 | 加仓 |
| LOW | LOWES COS INC | $497.94万 | 1.12% | 21,074 | -363 | -1.7% | -$8.58万 | 减仓 |
| TJX | TJX COS INC NEW | $467.04万 | 1.05% | 29,245 | -672 | -2.2% | -$10.73万 | 减仓 |
| VHT | VANGUARD WORLD FD | $463.78万 | 1.04% | 17,030 | 315 | 1.9% | $8.58万 | 加仓 |
| UNP | UNION PAC CORP | $447.78万 | 1.01% | 18,456 | 859 | 4.9% | $20.84万 | 加仓 |
| AMZN | AMAZON COM INC | $432.22万 | 0.97% | 20,753 | 825 | 4.1% | $17.18万 | 加仓 |
| BAC | BANK AMERICA CORP | $415.54万 | 0.93% | 85,238 | 953 | 1.1% | $4.65万 | 加仓 |
| FDX | FEDEX CORP | $411.82万 | 0.93% | 11,562 | -2,719 | -19.0% | -$96.85万 | 减仓 |
| DIS | DISNEY WALT CO | $405.65万 | 0.91% | 42,089 | 3,697 | 9.6% | $35.63万 | 加仓 |
| SYK | STRYKER CORPORATION | $405.51万 | 0.91% | 12,341 | 1,067 | 9.5% | $35.06万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $381.36万 | 0.86% | 83,102 | 3,141 | 3.9% | $14.41万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $369.83万 | 0.83% | 6,189 | -204 | -3.2% | -$12.19万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $329.23万 | 0.74% | 28,125 | -2,076 | -6.9% | -$24.30万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $293.28万 | 0.66% | 2,774 | -14 | -0.5% | -$1.48万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $288.35万 | 0.65% | 32,508 | 489 | 1.5% | $4.34万 | 加仓 |
| VCR | VANGUARD WORLD FD | $286.51万 | 0.64% | 7,980 | -119 | -1.5% | -$4.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $273.51万 | 0.62% | 10,108 | 519 | 5.4% | $14.04万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $252.70万 | 0.57% | 30,824 | -167 | -0.5% | -$1.37万 | 减仓 |
| HSY | HERSHEY CO | $238.68万 | 0.54% | 11,481 | -173 | -1.5% | -$3.60万 | 减仓 |
| AAPL | APPLE INC | $227.41万 | 0.51% | 8,961 | -1,145 | -11.3% | -$29.06万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $215.83万 | 0.49% | 85,987 | -1,291 | -1.5% | -$3.24万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $214.00万 | 0.48% | 7,310 | 454 | 6.6% | $13.29万 | 加仓 |
| WFC | WELLS FARGO & CO | $207.09万 | 0.47% | 26,013 | 26,013 | — | $207.09万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $194.61万 | 0.44% | 6,777 | 228 | 3.5% | $6.55万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $190.38万 | 0.43% | 57,777 | -3,426 | -5.6% | -$11.29万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $187.61万 | 0.42% | 75,802 | -4,802 | -6.0% | -$11.88万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $186.57万 | 0.42% | 9,409 | 9,409 | — | $186.57万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $179.37万 | 0.40% | 11,091 | 621 | 5.9% | $10.04万 | 加仓 |
| NKE | NIKE INC | $166.53万 | 0.37% | 31,528 | 2,567 | 8.9% | $13.56万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $149.19万 | 0.34% | 17,504 | 3,231 | 22.6% | $27.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $136.43万 | 0.31% | 21,291 | -161 | -0.8% | -$1.03万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $134.54万 | 0.30% | 48,309 | 1,281 | 2.7% | $3.57万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $109.54万 | 0.25% | 28,947 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $102.66万 | 0.23% | 8,260 | -63 | -0.8% | -$7,830 | 减仓 |
| — | BLACKROCK ETF TRUST | $99.53万 | 0.22% | 45,030 | 14,177 | 46.0% | $31.33万 | 加仓 |
| ORCL | ORACLE CORP | $93.72万 | 0.21% | 6,371 | -187 | -2.9% | -$2.75万 | 减仓 |
| FISV | FISERV INC | $83.06万 | 0.19% | 14,886 | -2,158 | -12.7% | -$12.04万 | 减仓 |
| PEP | PEPSICO INC | $74.43万 | 0.17% | 4,793 | -794 | -14.2% | -$12.33万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $42.87万 | 0.10% | 2,968 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $41.05万 | 0.09% | 7,228 | 4 | 0.1% | $227 | 加仓 |
| DOW | DOW HLDGS INC | $39.86万 | 0.09% | 9,570 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $38.97万 | 0.09% | 1,225 | -175 | -12.5% | -$5.57万 | 减仓 |
| EFA | ISHARES TR | $33.61万 | 0.08% | 3,460 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $31.17万 | 0.07% | 1,711 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $28.75万 | 0.06% | 1,272 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $25.28万 | 0.06% | 879 | -113 | -11.4% | -$3.25万 | 减仓 |
| LLY | ELI LILLY & CO | $24.37万 | 0.05% | 265 | -18 | -6.4% | -$1.66万 | 减仓 |
| SRCE | 1ST SOURCE CORP | $23.81万 | 0.05% | 3,440 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $23.37万 | 0.05% | 2,480 | 66 | 2.7% | $6,220 | 加仓 |
| KO | COCA COLA CO | $22.76万 | 0.05% | 2,993 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.35万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $21.88万 | 0.05% | 2,837 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $21.27万 | 0.05% | 2,290 | 2,290 | — | $21.27万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $21.22万 | 0.05% | 10,997 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $20.53万 | 0.05% | 206 | 206 | — | $20.53万 | 新建仓 |
| HBNC | HORIZON BANCORP IND | $18.76万 | 0.04% | 11,323 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,014 | -100.0% | -$20.77万 | 清仓 |