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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,223 | -100.0% | -$23.73万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -920 | -100.0% | -$22.18万 | 清仓 |
| NWL | NEWELL BRANDS INC | $3.87万 | 0.01% | 11,274 | -1,801 | -13.8% | -$6,177 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $15.36万 | 0.02% | 26,480 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.48万 | 0.03% | 2,530 | 21 | 0.8% | $1,700 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $21.59万 | 0.03% | 2,297 | -104 | -4.3% | -$9,774 | 减仓 |
| SAM | BOSTON BEER INC | $21.77万 | 0.04% | 945 | -830 | -46.8% | -$19.12万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $22.32万 | 0.04% | 2,619 | -583 | -18.2% | -$4.97万 | 减仓 |
| INTC | INTEL CORP | $22.56万 | 0.04% | 5,112 | 5,112 | — | $22.56万 | 新建仓 |
| IWM | ISHARES TR | $22.66万 | 0.04% | 914 | 2 | 0.2% | $496 | 加仓 |
| CVX | CHEVRON CORPORATION | $23.87万 | 0.04% | 1,154 | 1,154 | — | $23.87万 | 新建仓 |
| HPQ | HP INC | $25.27万 | 0.04% | 13,153 | -1,181 | -8.2% | -$2.27万 | 减仓 |
| GEV | GE VERNOVA INC | $25.66万 | 0.04% | 294 | 294 | — | $25.66万 | 新建仓 |
| MCD | MCDONALDS CORP | $27.41万 | 0.04% | 882 | 40 | 4.8% | $1.24万 | 加仓 |
| V | VISA INC | $27.42万 | 0.04% | 907 | 105 | 13.1% | $3.17万 | 加仓 |
| IAU | ISHARES GOLD TR | $28.43万 | 0.05% | 3,225 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $28.79万 | 0.05% | 5,832 | -436 | -7.0% | -$2.15万 | 减仓 |
| IBB | ISHARES TR | $29.65万 | 0.05% | 1,756 | 4 | 0.2% | $675 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $32.19万 | 0.05% | 8,325 | -550 | -6.2% | -$2.13万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.25万 | 0.05% | 1,192 | 121 | 11.3% | $3.27万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $32.77万 | 0.05% | 2,351 | -53 | -2.2% | -$7,386 | 减仓 |
| GE | GE AEROSPACE | $35.06万 | 0.06% | 1,236 | -17 | -1.4% | -$4,822 | 减仓 |
| IMCG | ISHARES TR | $35.94万 | 0.06% | 4,563 | 7 | 0.2% | $551 | 加仓 |
| SHY | ISHARES TR | $38.80万 | 0.06% | 4,699 | 21 | 0.4% | $1,734 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.22万 | 0.07% | 1,700 | -535 | -23.9% | -$12.97万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $41.93万 | 0.07% | 2,555 | 12 | 0.5% | $1,969 | 加仓 |
| EWC | ISHARES INC | $44.43万 | 0.07% | 8,109 | -603 | -6.9% | -$3.30万 | 减仓 |
| MLRG | ISHARES TR | $45.21万 | 0.07% | 5,032 | -2,827 | -36.0% | -$25.40万 | 减仓 |
| IWB | ISHARES TR | $45.93万 | 0.07% | 1,288 | 3 | 0.2% | $1,070 | 加仓 |
| AIZ | ASSURANT INC | $47.13万 | 0.08% | 2,164 | -240 | -10.0% | -$5.23万 | 减仓 |
| VMC | VULCAN MATLS CO | $48.33万 | 0.08% | 1,775 | 3 | 0.2% | $817 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $48.42万 | 0.08% | 53,679 | 793 | 1.5% | $7,153 | 加仓 |
| — | EXXON MOBIL CORP | $49.64万 | 0.08% | 2,926 | 648 | 28.4% | $10.99万 | 加仓 |
| IYW | ISHARES TR | $50.25万 | 0.08% | 2,770 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $50.30万 | 0.08% | 19,103 | 175 | 0.9% | $4,608 | 加仓 |
| OMC | OMNICOM GROUP INC | $53.79万 | 0.09% | 7,143 | 90 | 1.3% | $6,777 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $54.76万 | 0.09% | 1,862 | 126 | 7.3% | $3.71万 | 加仓 |
| BOND | PIMCO ETF TR | $58.79万 | 0.10% | 6,371 | 72 | 1.1% | $6,644 | 加仓 |
| BYLD | ISHARES TR | $64.71万 | 0.10% | 28,721 | -1,981 | -6.5% | -$4.46万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $67.13万 | 0.11% | 986 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $71.16万 | 0.12% | 9,046 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $72.37万 | 0.12% | 9,385 | 9 | 0.1% | $694 | 加仓 |
| OEF | ISHARES TR | $73.14万 | 0.12% | 2,299 | -73 | -3.1% | -$2.32万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $73.63万 | 0.12% | 5,540 | 7 | 0.1% | $930 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $74.96万 | 0.12% | 11,699 | -26 | -0.2% | -$1,666 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $75.38万 | 0.12% | 9,614 | 47 | 0.5% | $3,685 | 加仓 |
| PAYX | PAYCHEX INC | $78.70万 | 0.13% | 8,544 | 363 | 4.4% | $3.34万 | 加仓 |
| MCO | MOODYS CORP | $81.23万 | 0.13% | 1,862 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $83.18万 | 0.13% | 6,915 | 191 | 2.8% | $2.30万 | 加仓 |
| CSCO | CISCO SYS INC | $83.26万 | 0.13% | 10,731 | -888 | -7.6% | -$6.89万 | 减仓 |
| IUSG | ISHARES TR | $88.78万 | 0.14% | 5,724 | 6 | 0.1% | $931 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $100.77万 | 0.16% | 20,594 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $111.75万 | 0.18% | 38,362 | 50 | 0.1% | $1,456 | 加仓 |
| IHE | ISHARES TR | $112.31万 | 0.18% | 12,957 | 44 | 0.3% | $3,814 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $123.88万 | 0.20% | 39,127 | 221 | 0.6% | $6,997 | 加仓 |
| ADI | ANALOG DEVICES INC | $124.15万 | 0.20% | 3,902 | 11 | 0.3% | $3,500 | 加仓 |
| IWF | ISHARES TR | $131.51万 | 0.21% | 3,084 | -421 | -12.0% | -$17.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $132.29万 | 0.21% | 7,585 | 260 | 3.5% | $4.53万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $132.82万 | 0.21% | 53,320 | 4,271 | 8.7% | $10.64万 | 加仓 |
| PFE | PFIZER INC | $133.88万 | 0.22% | 47,678 | 2,697 | 6.0% | $7.57万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $136.80万 | 0.22% | 25,310 | -731 | -2.8% | -$3.95万 | 减仓 |
| META | META PLATFORMS INC | $141.57万 | 0.23% | 2,474 | -153 | -5.8% | -$8.76万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.23% | 2 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $149.89万 | 0.24% | 14,599 | 71 | 0.5% | $7,289 | 加仓 |
| VDE | VANGUARD WORLD FD | $161.91万 | 0.26% | 9,357 | -470 | -4.8% | -$8.13万 | 减仓 |
| IGE | ISHARES TR | $162.61万 | 0.26% | 25,835 | 94 | 0.4% | $5,916 | 加仓 |
| WMT | WALMART INC | $163.65万 | 0.26% | 13,167 | 45 | 0.3% | $5,593 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $168.58万 | 0.27% | 62,644 | 335 | 0.5% | $9,015 | 加仓 |
| VUG | VANGUARD INDEX FDS | $169.97万 | 0.27% | 3,891 | 3 | 0.1% | $1,310 | 加仓 |
| MDYG | SPDR SERIES TRUST | $190.43万 | 0.31% | 19,845 | -1,095 | -5.2% | -$10.51万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $197.22万 | 0.32% | 19,704 | 359 | 1.9% | $3.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $203.79万 | 0.33% | 14,109 | 54 | 0.4% | $7,800 | 加仓 |
| GOOG | ALPHABET INC | $214.64万 | 0.35% | 7,483 | 174 | 2.4% | $4.99万 | 加仓 |
| IEF | ISHARES TR | $216.23万 | 0.35% | 22,656 | 102 | 0.5% | $9,735 | 加仓 |
| DGT | SPDR SERIES TRUST | $217.29万 | 0.35% | 12,816 | 36 | 0.3% | $6,104 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $229.64万 | 0.37% | 91,489 | -3,714 | -3.9% | -$9.32万 | 减仓 |
| DVY | ISHARES TR | $236.93万 | 0.38% | 15,648 | 102 | 0.7% | $1.54万 | 加仓 |
| AGG | ISHARES TR | $252.32万 | 0.41% | 25,418 | 122 | 0.5% | $1.21万 | 加仓 |
| XBI | SPDR SERIES TRUST | $260.99万 | 0.42% | 20,433 | -204 | -1.0% | -$2.61万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $266.64万 | 0.43% | 80,922 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $292.51万 | 0.47% | 15,429 | 39 | 0.3% | $7,394 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $296.04万 | 0.48% | 4,800 | 36 | 0.8% | $2.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $304.05万 | 0.49% | 4,675 | -319 | -6.4% | -$20.75万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $305.59万 | 0.49% | 22,093 | 9,365 | 73.6% | $129.54万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $313.92万 | 0.51% | 35,391 | 176 | 0.5% | $1.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $326.57万 | 0.53% | 6,815 | -102 | -1.5% | -$4.89万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $349.50万 | 0.57% | 8,573 | -256 | -2.9% | -$10.44万 | 减仓 |
| IJR | ISHARES TR | $359.12万 | 0.58% | 28,889 | 99 | 0.3% | $1.23万 | 加仓 |
| WRB | BERKLEY W R CORP | $364.49万 | 0.59% | 54,992 | -775 | -1.4% | -$5.14万 | 减仓 |
| SDY | SPDR SERIES TRUST | $375.18万 | 0.61% | 25,708 | 94 | 0.4% | $1.37万 | 加仓 |
| IWR | ISHARES TR | $385.03万 | 0.62% | 39,600 | 102 | 0.3% | $9,917 | 加仓 |
| EEM | ISHARES TR | $417.08万 | 0.67% | 73,442 | -723 | -1.0% | -$4.11万 | 减仓 |
| IVW | ISHARES TR | $417.26万 | 0.67% | 36,890 | -4,398 | -10.7% | -$49.75万 | 减仓 |
| EFA | ISHARES TR | $426.82万 | 0.69% | 43,944 | -19 | -0.0% | -$1,845 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $432.11万 | 0.70% | 168,529 | -490 | -0.3% | -$1.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $443.79万 | 0.72% | 18,156 | 208 | 1.2% | $5.08万 | 加仓 |
| IUSV | ISHARES TR | $444.58万 | 0.72% | 43,480 | -4,130 | -8.7% | -$42.23万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $454.80万 | 0.74% | 74,241 | 334 | 0.5% | $2.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $456.42万 | 0.74% | 6,542 | -89 | -1.3% | -$6.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $466.77万 | 0.75% | 12,610 | 223 | 1.8% | $8.25万 | 加仓 |