Asset Management Group, Inc.
STAMFORD CT · SEC CIK 0001511550
$6.19亿2026Q1 申报市值
138持仓数
34.0%前十大占比 · 第一大 5.4%
3 / 2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
VTEB 加仓+$463.46万
DPZ 加仓+$372.17万
VO 加仓+$182.62万
VT 加仓+$129.54万
SCHP 加仓+$127.83万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$96.44万
SCHM 减仓-$55.45万
IVW 减仓-$49.75万
PEP 减仓-$48.67万
VTI 减仓-$46.61万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $467.92万 | 0.76% | 16,272 | 125 | 0.8% | $3.59万 | 加仓 |
| IWD | ISHARES TR | $476.38万 | 0.77% | 22,295 | -157 | -0.7% | -$3.35万 | 减仓 |
| PJT | PJT PARTNERS INC | $486.37万 | 0.79% | 34,810 | -1,559 | -4.3% | -$21.78万 | 减仓 |
| PEP | PEPSICO INC | $490.96万 | 0.79% | 31,616 | -3,134 | -9.0% | -$48.67万 | 减仓 |
| IJT | ISHARES TR | $506.68万 | 0.82% | 35,013 | -791 | -2.2% | -$11.45万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $518.38万 | 0.84% | 52,944 | -3,017 | -5.4% | -$29.54万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $522.39万 | 0.84% | 92,328 | -2,389 | -2.5% | -$13.52万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $529.54万 | 0.86% | 20,577 | 39 | 0.2% | $1.00万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $530.65万 | 0.86% | 106,364 | 92,896 | 689.8% | $463.46万 | 加仓 |
| DIS | DISNEY WALT CO | $531.50万 | 0.86% | 55,146 | 4,489 | 8.9% | $43.27万 | 加仓 |
| ICF | ISHARES TR | $562.17万 | 0.91% | 90,834 | -2,594 | -2.8% | -$16.05万 | 减仓 |
| IJK | ISHARES TR | $577.44万 | 0.93% | 57,388 | 52 | 0.1% | $5,232 | 加仓 |
| IGM | ISHARES TR | $658.23万 | 1.06% | 55,542 | -1,404 | -2.5% | -$16.64万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $704.92万 | 1.14% | 242,408 | -2,756 | -1.1% | -$8.01万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $708.31万 | 1.15% | 146,587 | -759 | -0.5% | -$3.67万 | 减仓 |
| CAT | CATERPILLAR INC | $765.19万 | 1.24% | 10,801 | -64 | -0.6% | -$4.53万 | 减仓 |
| EFAV | ISHARES TR | $770.10万 | 1.25% | 84,284 | -106 | -0.1% | -$9,685 | 减仓 |
| TIP | ISHARES TR | $826.53万 | 1.34% | 74,894 | -890 | -1.2% | -$9.82万 | 减仓 |
| AMZN | AMAZON COM INC | $853.12万 | 1.38% | 40,962 | 185 | 0.5% | $3.85万 | 加仓 |
| IJS | ISHARES TR | $999.78万 | 1.62% | 84,406 | -3,449 | -3.9% | -$40.85万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,052.85万 | 1.70% | 136,415 | 7,548 | 5.9% | $58.26万 | 加仓 |
| IVE | ISHARES TR | $1,087.71万 | 1.76% | 51,514 | -76 | -0.1% | -$1.60万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $1,162.22万 | 1.88% | 32,393 | 10,373 | 47.1% | $372.17万 | 加仓 |
| IJJ | ISHARES TR | $1,185.77万 | 1.92% | 89,492 | -183 | -0.2% | -$2.42万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,356.36万 | 2.19% | 51,785 | -20 | -0.0% | -$5,238 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,409.53万 | 2.28% | 43,937 | -1,453 | -3.2% | -$46.61万 | 减仓 |
| SSO | PROSHARES TR | $1,492.79万 | 2.41% | 287,739 | 301 | 0.1% | $1.56万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,520.48万 | 2.46% | 191,810 | 275 | 0.1% | $2.18万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,572.32万 | 2.54% | 507,857 | -17,909 | -3.4% | -$55.45万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,643.23万 | 2.66% | 76,408 | -1,899 | -2.4% | -$40.84万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,645.90万 | 2.66% | 618,527 | 48,037 | 8.4% | $127.83万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,652.54万 | 2.67% | 57,544 | 6,359 | 12.4% | $182.62万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,765.05万 | 2.85% | 95,781 | -508 | -0.5% | -$9.36万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,782.92万 | 2.88% | 58,988 | -359 | -0.6% | -$10.85万 | 减仓 |
| IVV | ISHARES TR | $1,972.66万 | 3.19% | 30,200 | -563 | -1.8% | -$36.78万 | 减仓 |
| IJH | ISHARES TR | $2,012.29万 | 3.25% | 297,985 | 3,120 | 1.1% | $21.07万 | 加仓 |
| IWS | ISHARES TR | $2,211.99万 | 3.58% | 151,776 | -432 | -0.3% | -$6.30万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,326.09万 | 3.76% | 40,301 | 2 | 0.0% | $1,154 | 加仓 |
| AAPL | APPLE INC | $2,333.37万 | 3.77% | 91,941 | -3,800 | -4.0% | -$96.44万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $3,316.59万 | 5.36% | 152,663 | 2,745 | 1.8% | $59.63万 | 加仓 |