Asset Management Group, Inc.
STAMFORD CT · SEC CIK 0001511550
$6.83亿2026Q2 申报市值
137持仓数
34.9%前十大占比 · 第一大 5.3%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTEB 加仓+$40.04万
QLD 新建仓+$26.63万
SLYG 新建仓+$22.59万
VT 加仓+$16.20万
EFA 加仓+$5.36万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$101.83万
CAT 减仓-$84.77万
IVW 减仓-$75.19万
IGM 减仓-$65.73万
VBR 减仓-$63.30万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -882 | -100.0% | -$27.41万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,154 | -100.0% | -$23.87万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | -945 | -100.0% | -$21.77万 | 清仓 |
| NWL | NEWELL BRANDS INC | $6.92万 | 0.01% | 11,274 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $20.53万 | 0.03% | 2,225 | -72 | -3.1% | -$6,642 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.70万 | 0.03% | 2,551 | 21 | 0.8% | $1,704 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $20.97万 | 0.03% | 26,480 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $22.59万 | 0.03% | 1,896 | 1,896 | — | $22.59万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $24.15万 | 0.04% | 2,635 | 16 | 0.6% | $1,467 | 加仓 |
| IAU | ISHARES GOLD TR | $24.35万 | 0.04% | 3,225 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $26.63万 | 0.04% | 2,752 | 2,752 | — | $26.63万 | 新建仓 |
| IWM | ISHARES TR | $27.51万 | 0.04% | 915 | 1 | 0.1% | $301 | 加仓 |
| HPQ | HP INC | $29.32万 | 0.04% | 13,363 | 210 | 1.6% | $4,607 | 加仓 |
| GILD | GILEAD SCIENCES INC | $29.88万 | 0.04% | 2,365 | 14 | 0.6% | $1,769 | 加仓 |
| V | VISA INC | $31.16万 | 0.05% | 908 | 1 | 0.1% | $343 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $31.32万 | 0.05% | 5,841 | 9 | 0.2% | $483 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $32.34万 | 0.05% | 8,370 | 45 | 0.5% | $1,739 | 加仓 |
| IBB | ISHARES TR | $33.40万 | 0.05% | 1,756 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $34.54万 | 0.05% | 294 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $38.93万 | 0.06% | 4,741 | 42 | 0.9% | $3,449 | 加仓 |
| — | EXXON MOBIL CORP | $40.19万 | 0.06% | 2,940 | 14 | 0.5% | $1,914 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.31万 | 0.06% | 994 | -198 | -16.6% | -$8.23万 | 减仓 |
| IMCG | ISHARES TR | $44.90万 | 0.07% | 4,568 | 5 | 0.1% | $492 | 加仓 |
| GE | GE AEROSPACE | $46.24万 | 0.07% | 1,237 | 1 | 0.1% | $374 | 加仓 |
| EWC | ISHARES INC | $46.92万 | 0.07% | 8,140 | 31 | 0.4% | $1,787 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.00万 | 0.07% | 1,707 | 7 | 0.4% | $1,968 | 加仓 |
| MLRG | ISHARES TR | $48.02万 | 0.07% | 4,633 | -399 | -7.9% | -$4.14万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $51.01万 | 0.07% | 15,586 | -3,517 | -18.4% | -$11.51万 | 减仓 |
| AIZ | ASSURANT INC | $52.28万 | 0.08% | 1,947 | -217 | -10.0% | -$5.83万 | 减仓 |
| OMC | OMNICOM GROUP INC | $52.36万 | 0.08% | 7,189 | 46 | 0.6% | $3,350 | 加仓 |
| VMC | VULCAN MATLS CO | $52.44万 | 0.08% | 1,778 | 3 | 0.2% | $885 | 加仓 |
| IWB | ISHARES TR | $52.85万 | 0.08% | 1,291 | 3 | 0.2% | $1,228 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $52.95万 | 0.08% | 53,697 | 18 | 0.0% | $177 | 加仓 |
| BOND | PIMCO ETF TR | $55.67万 | 0.08% | 6,037 | -334 | -5.2% | -$3.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $59.47万 | 0.09% | 1,817 | -45 | -2.4% | -$1.47万 | 减仓 |
| BYLD | ISHARES TR | $65.93万 | 0.10% | 29,108 | 387 | 1.3% | $8,765 | 加仓 |
| IYW | ISHARES TR | $69.87万 | 0.10% | 2,770 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $71.37万 | 0.10% | 5,112 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $74.71万 | 0.11% | 986 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $75.48万 | 0.11% | 9,688 | 74 | 0.8% | $5,765 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $78.38万 | 0.11% | 9,046 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $80.59万 | 0.12% | 9,427 | 42 | 0.4% | $3,591 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.52万 | 0.12% | 11,722 | 23 | 0.2% | $1,639 | 加仓 |
| OEF | ISHARES TR | $84.24万 | 0.12% | 2,302 | 3 | 0.1% | $1,098 | 加仓 |
| MCO | MOODYS CORP | $84.33万 | 0.12% | 1,862 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $84.88万 | 0.12% | 8,632 | 88 | 1.0% | $8,653 | 加仓 |
| MRK | MERCK & CO INC | $89.43万 | 0.13% | 6,960 | 45 | 0.7% | $5,782 | 加仓 |
| CSCO | CISCO SYS INC | $93.11万 | 0.14% | 7,927 | -2,804 | -26.1% | -$32.93万 | 减仓 |
| IUSG | ISHARES TR | $102.29万 | 0.15% | 5,439 | -285 | -5.0% | -$5.36万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $105.68万 | 0.15% | 5,547 | 7 | 0.1% | $1,334 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $107.72万 | 0.16% | 20,416 | -178 | -0.9% | -$9,391 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $110.56万 | 0.16% | 2,563 | 8 | 0.3% | $3,451 | 加仓 |
| PFE | PFIZER INC | $113.64万 | 0.17% | 47,191 | -487 | -1.0% | -$1.17万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $120.25万 | 0.18% | 37,899 | -1,228 | -3.1% | -$3.90万 | 减仓 |
| IHE | ISHARES TR | $128.68万 | 0.19% | 12,997 | 40 | 0.3% | $3,960 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $129.93万 | 0.19% | 52,690 | -630 | -1.2% | -$1.55万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $129.95万 | 0.19% | 38,400 | 38 | 0.1% | $1,286 | 加仓 |
| ABT | ABBOTT LABORATORIES | $131.08万 | 0.19% | 14,446 | -153 | -1.0% | -$1.39万 | 减仓 |
| IGE | ISHARES TR | $134.85万 | 0.20% | 24,003 | -1,832 | -7.1% | -$10.29万 | 减仓 |
| VDE | VANGUARD WORLD FD | $135.89万 | 0.20% | 9,051 | -306 | -3.3% | -$4.59万 | 减仓 |
| META | META PLATFORMS INC | $139.42万 | 0.20% | 2,475 | 1 | 0.0% | $563 | 加仓 |
| WMT | WALMART INC | $149.69万 | 0.22% | 13,216 | 49 | 0.4% | $5,550 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.22% | 2 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $150.55万 | 0.22% | 25,221 | -89 | -0.4% | -$5,312 | 减仓 |
| NVDA | NVIDIA CORPORATION | $151.93万 | 0.22% | 7,593 | 8 | 0.1% | $1,601 | 加仓 |
| IWF | ISHARES TR | $153.23万 | 0.22% | 12,340 | 4 | 0.0% | $497 | 加仓 |
| ADI | ANALOG DEVICES INC | $155.31万 | 0.23% | 3,910 | 8 | 0.2% | $3,178 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $184.67万 | 0.27% | 63,029 | 385 | 0.6% | $1.13万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $200.09万 | 0.29% | 20,152 | 448 | 2.3% | $4.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $200.16万 | 0.29% | 23,237 | -109 | -0.5% | -$9,389 | 减仓 |
| PG | PROCTER & GAMBLE CO | $208.19万 | 0.30% | 14,198 | 89 | 0.6% | $1.31万 | 加仓 |
| IEF | ISHARES TR | $215.82万 | 0.32% | 22,821 | 165 | 0.7% | $1.56万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $216.59万 | 0.32% | 19,323 | -522 | -2.6% | -$5.85万 | 减仓 |
| DGT | SPDR SERIES TRUST | $238.34万 | 0.35% | 12,898 | 82 | 0.6% | $1.52万 | 加仓 |
| DVY | ISHARES TR | $246.25万 | 0.36% | 15,755 | 107 | 0.7% | $1.67万 | 加仓 |
| AGG | ISHARES TR | $247.34万 | 0.36% | 24,989 | -429 | -1.7% | -$4.25万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $259.67万 | 0.38% | 89,663 | -1,826 | -2.0% | -$5.29万 | 减仓 |
| GOOG | ALPHABET INC | $264.49万 | 0.39% | 7,486 | 3 | 0.0% | $1,060 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $291.25万 | 0.43% | 80,322 | -600 | -0.7% | -$2.18万 | 减仓 |
| XBI | SPDR SERIES TRUST | $295.39万 | 0.43% | 18,666 | -1,767 | -8.6% | -$27.96万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $318.38万 | 0.47% | 33,017 | -2,374 | -6.7% | -$22.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $329.40万 | 0.48% | 6,583 | -232 | -3.4% | -$11.61万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $334.18万 | 0.49% | 4,751 | -49 | -1.0% | -$3.45万 | 减仓 |
| IWN | ISHARES TR | $337.96万 | 0.49% | 15,279 | -150 | -1.0% | -$3.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $338.46万 | 0.50% | 4,532 | -143 | -3.1% | -$10.68万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $362.95万 | 0.53% | 23,125 | 1,032 | 4.7% | $16.20万 | 加仓 |
| WRB | BERKLEY W R CORP | $384.66万 | 0.56% | 54,538 | -454 | -0.8% | -$3.20万 | 减仓 |
| SDY | SPDR SERIES TRUST | $386.46万 | 0.57% | 25,395 | -313 | -1.2% | -$4.76万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $394.37万 | 0.58% | 74,255 | 14 | 0.0% | $744 | 加仓 |
| PEP | PEPSICO INC | $407.63万 | 0.60% | 30,106 | -1,510 | -4.8% | -$20.45万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $416.02万 | 0.61% | 50,354 | -1,084 | -2.1% | -$8.96万 | 减仓 |
| IWR | ISHARES TR | $428.74万 | 0.63% | 38,863 | -737 | -1.9% | -$8.13万 | 减仓 |
| IJR | ISHARES TR | $429.62万 | 0.63% | 28,968 | 79 | 0.3% | $1.17万 | 加仓 |
| IVW | ISHARES TR | $432.16万 | 0.63% | 31,423 | -5,467 | -14.8% | -$75.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $441.20万 | 0.65% | 17,372 | -784 | -4.3% | -$19.91万 | 减仓 |
| IUSV | ISHARES TR | $460.17万 | 0.67% | 41,777 | -1,703 | -3.9% | -$18.76万 | 减仓 |
| EFA | ISHARES TR | $461.85万 | 0.68% | 44,460 | 516 | 1.2% | $5.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $473.55万 | 0.69% | 12,695 | 85 | 0.7% | $3.17万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $494.45万 | 0.72% | 168,008 | -521 | -0.3% | -$1.53万 | 减仓 |
| EEM | ISHARES TR | $499.42万 | 0.73% | 73,004 | -438 | -0.6% | -$3.00万 | 减仓 |