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 |
|---|---|---|---|---|---|---|---|---|
| CW | CURTISS WRIGHT CORP | $67.13万 | 0.11% | 986 | 0 | 0.0% | — | 不变 |
| BYLD | ISHARES TR | $64.71万 | 0.10% | 28,721 | -1,981 | -6.5% | -$4.46万 | 减仓 |
| BOND | PIMCO ETF TR | $58.79万 | 0.10% | 6,371 | 72 | 1.1% | $6,644 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $54.76万 | 0.09% | 1,862 | 126 | 7.3% | $3.71万 | 加仓 |
| OMC | OMNICOM GROUP INC | $53.79万 | 0.09% | 7,143 | 90 | 1.3% | $6,777 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $50.30万 | 0.08% | 19,103 | 175 | 0.9% | $4,608 | 加仓 |
| IYW | ISHARES TR | $50.25万 | 0.08% | 2,770 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $49.64万 | 0.08% | 2,926 | 648 | 28.4% | $10.99万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $48.42万 | 0.08% | 53,679 | 793 | 1.5% | $7,153 | 加仓 |
| VMC | VULCAN MATLS CO | $48.33万 | 0.08% | 1,775 | 3 | 0.2% | $817 | 加仓 |
| AIZ | ASSURANT INC | $47.13万 | 0.08% | 2,164 | -240 | -10.0% | -$5.23万 | 减仓 |
| IWB | ISHARES TR | $45.93万 | 0.07% | 1,288 | 3 | 0.2% | $1,070 | 加仓 |
| MLRG | ISHARES TR | $45.21万 | 0.07% | 5,032 | -2,827 | -36.0% | -$25.40万 | 减仓 |
| EWC | ISHARES INC | $44.43万 | 0.07% | 8,109 | -603 | -6.9% | -$3.30万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $41.93万 | 0.07% | 2,555 | 12 | 0.5% | $1,969 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.22万 | 0.07% | 1,700 | -535 | -23.9% | -$12.97万 | 减仓 |
| SHY | ISHARES TR | $38.80万 | 0.06% | 4,699 | 21 | 0.4% | $1,734 | 加仓 |
| IMCG | ISHARES TR | $35.94万 | 0.06% | 4,563 | 7 | 0.2% | $551 | 加仓 |
| GE | GE AEROSPACE | $35.06万 | 0.06% | 1,236 | -17 | -1.4% | -$4,822 | 减仓 |
| GILD | GILEAD SCIENCES INC | $32.77万 | 0.05% | 2,351 | -53 | -2.2% | -$7,386 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.25万 | 0.05% | 1,192 | 121 | 11.3% | $3.27万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $32.19万 | 0.05% | 8,325 | -550 | -6.2% | -$2.13万 | 减仓 |
| IBB | ISHARES TR | $29.65万 | 0.05% | 1,756 | 4 | 0.2% | $675 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $28.79万 | 0.05% | 5,832 | -436 | -7.0% | -$2.15万 | 减仓 |
| IAU | ISHARES GOLD TR | $28.43万 | 0.05% | 3,225 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $27.42万 | 0.04% | 907 | 105 | 13.1% | $3.17万 | 加仓 |
| MCD | MCDONALDS CORP | $27.41万 | 0.04% | 882 | 40 | 4.8% | $1.24万 | 加仓 |
| GEV | GE VERNOVA INC | $25.66万 | 0.04% | 294 | 294 | — | $25.66万 | 新建仓 |
| HPQ | HP INC | $25.27万 | 0.04% | 13,153 | -1,181 | -8.2% | -$2.27万 | 减仓 |
| CVX | CHEVRON CORPORATION | $23.87万 | 0.04% | 1,154 | 1,154 | — | $23.87万 | 新建仓 |
| IWM | ISHARES TR | $22.66万 | 0.04% | 914 | 2 | 0.2% | $496 | 加仓 |
| INTC | INTEL CORP | $22.56万 | 0.04% | 5,112 | 5,112 | — | $22.56万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $22.32万 | 0.04% | 2,619 | -583 | -18.2% | -$4.97万 | 减仓 |
| SAM | BOSTON BEER INC | $21.77万 | 0.04% | 945 | -830 | -46.8% | -$19.12万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $21.59万 | 0.03% | 2,297 | -104 | -4.3% | -$9,774 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.48万 | 0.03% | 2,530 | 21 | 0.8% | $1,700 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $15.36万 | 0.02% | 26,480 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $3.87万 | 0.01% | 11,274 | -1,801 | -13.8% | -$6,177 | 减仓 |
| 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 |