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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $520.18万 | 0.76% | 54,044 | -1,102 | -2.0% | -$10.61万 | 减仓 |
| PJT | PJT PARTNERS INC | $525.44万 | 0.77% | 34,811 | 1 | 0.0% | $151 | 加仓 |
| SPYV | SPDR SERIES TRUST | $527.19万 | 0.77% | 86,723 | -5,605 | -6.1% | -$34.07万 | 减仓 |
| IWD | ISHARES TR | $539.74万 | 0.79% | 22,264 | -31 | -0.1% | -$7,515 | 减仓 |
| ICF | ISHARES TR | $575.78万 | 0.84% | 85,137 | -5,697 | -6.3% | -$38.53万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $578.03万 | 0.85% | 114,281 | 7,917 | 7.4% | $40.04万 | 加仓 |
| GOOGL | ALPHABET INC | $581.80万 | 0.85% | 16,280 | 8 | 0.0% | $2,859 | 加仓 |
| VOT | VANGUARD INDEX FDS | $607.80万 | 0.89% | 19,843 | -734 | -3.6% | -$22.48万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $610.31万 | 0.89% | 51,291 | -1,653 | -3.1% | -$19.67万 | 减仓 |
| VGT | VANGUARD WORLD FD | $620.29万 | 0.91% | 51,898 | -438 | -0.8% | -$5.23万 | 减仓 |
| IJT | ISHARES TR | $626.16万 | 0.92% | 35,060 | 47 | 0.1% | $8,394 | 加仓 |
| IJK | ISHARES TR | $670.14万 | 0.98% | 57,034 | -354 | -0.6% | -$4.16万 | 减仓 |
| EFAV | ISHARES TR | $741.70万 | 1.09% | 84,562 | 278 | 0.3% | $2.44万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $823.66万 | 1.21% | 142,823 | -3,764 | -2.6% | -$21.71万 | 减仓 |
| TIP | ISHARES TR | $824.02万 | 1.21% | 75,301 | 407 | 0.5% | $4.45万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $828.93万 | 1.21% | 229,429 | -12,979 | -5.4% | -$46.89万 | 减仓 |
| IGM | ISHARES TR | $842.84万 | 1.23% | 51,524 | -4,018 | -7.2% | -$65.73万 | 减仓 |
| AMZN | AMAZON COM INC | $957.36万 | 1.40% | 40,168 | -794 | -1.9% | -$18.92万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $958.95万 | 1.40% | 32,393 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $1,026.60万 | 1.50% | 133,847 | -2,568 | -1.9% | -$19.70万 | 减仓 |
| CAT | CATERPILLAR INC | $1,065.42万 | 1.56% | 10,005 | -796 | -7.4% | -$84.77万 | 减仓 |
| IJS | ISHARES TR | $1,147.91万 | 1.68% | 83,985 | -421 | -0.5% | -$5.75万 | 减仓 |
| IVE | ISHARES TR | $1,164.42万 | 1.70% | 51,283 | -231 | -0.4% | -$5.25万 | 减仓 |
| IJJ | ISHARES TR | $1,314.02万 | 1.92% | 88,947 | -545 | -0.6% | -$8.05万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,488.76万 | 2.18% | 188,379 | -3,431 | -1.8% | -$27.12万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,559.14万 | 2.28% | 51,437 | -348 | -0.7% | -$10.55万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,602.14万 | 2.34% | 43,296 | -641 | -1.5% | -$23.72万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,638.22万 | 2.40% | 618,196 | -331 | -0.1% | -$8,771 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,774.63万 | 2.60% | 74,999 | -1,409 | -1.8% | -$33.34万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,834.33万 | 2.68% | 227,669 | -2,507 | -1.1% | -$20.20万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,836.34万 | 2.69% | 498,057 | -9,800 | -1.9% | -$36.13万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,868.38万 | 2.73% | 94,554 | -1,227 | -1.3% | -$24.25万 | 减仓 |
| SSO | PROSHARES TR | $1,905.54万 | 2.79% | 282,805 | -4,934 | -1.7% | -$33.25万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,113.32万 | 3.09% | 57,788 | -1,200 | -2.0% | -$43.88万 | 减仓 |
| IVV | ISHARES TR | $2,237.87万 | 3.28% | 29,882 | -318 | -1.1% | -$23.82万 | 减仓 |
| IJH | ISHARES TR | $2,254.33万 | 3.30% | 292,352 | -5,633 | -1.9% | -$43.44万 | 减仓 |
| IWS | ISHARES TR | $2,475.00万 | 3.62% | 150,365 | -1,411 | -0.9% | -$23.23万 | 减仓 |
| AAPL | APPLE INC | $2,558.59万 | 3.74% | 88,422 | -3,519 | -3.8% | -$101.83万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,917.52万 | 4.27% | 39,619 | -682 | -1.7% | -$50.22万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $3,646.26万 | 5.34% | 150,058 | -2,605 | -1.7% | -$63.30万 | 减仓 |