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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $75.48万 | 0.11% | 9,688 | 74 | 0.8% | $5,765 | 加仓 |
| CW | CURTISS WRIGHT CORP | $74.71万 | 0.11% | 986 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $71.37万 | 0.10% | 5,112 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $69.87万 | 0.10% | 2,770 | 0 | 0.0% | — | 不变 |
| BYLD | ISHARES TR | $65.93万 | 0.10% | 29,108 | 387 | 1.3% | $8,765 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $59.47万 | 0.09% | 1,817 | -45 | -2.4% | -$1.47万 | 减仓 |
| BOND | PIMCO ETF TR | $55.67万 | 0.08% | 6,037 | -334 | -5.2% | -$3.08万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $52.95万 | 0.08% | 53,697 | 18 | 0.0% | $177 | 加仓 |
| IWB | ISHARES TR | $52.85万 | 0.08% | 1,291 | 3 | 0.2% | $1,228 | 加仓 |
| VMC | VULCAN MATLS CO | $52.44万 | 0.08% | 1,778 | 3 | 0.2% | $885 | 加仓 |
| OMC | OMNICOM GROUP INC | $52.36万 | 0.08% | 7,189 | 46 | 0.6% | $3,350 | 加仓 |
| AIZ | ASSURANT INC | $52.28万 | 0.08% | 1,947 | -217 | -10.0% | -$5.83万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $51.01万 | 0.07% | 15,586 | -3,517 | -18.4% | -$11.51万 | 减仓 |
| MLRG | ISHARES TR | $48.02万 | 0.07% | 4,633 | -399 | -7.9% | -$4.14万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.00万 | 0.07% | 1,707 | 7 | 0.4% | $1,968 | 加仓 |
| EWC | ISHARES INC | $46.92万 | 0.07% | 8,140 | 31 | 0.4% | $1,787 | 加仓 |
| GE | GE AEROSPACE | $46.24万 | 0.07% | 1,237 | 1 | 0.1% | $374 | 加仓 |
| IMCG | ISHARES TR | $44.90万 | 0.07% | 4,568 | 5 | 0.1% | $492 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.31万 | 0.06% | 994 | -198 | -16.6% | -$8.23万 | 减仓 |
| — | EXXON MOBIL CORP | $40.19万 | 0.06% | 2,940 | 14 | 0.5% | $1,914 | 加仓 |
| SHY | ISHARES TR | $38.93万 | 0.06% | 4,741 | 42 | 0.9% | $3,449 | 加仓 |
| GEV | GE VERNOVA INC | $34.54万 | 0.05% | 294 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $33.40万 | 0.05% | 1,756 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $32.34万 | 0.05% | 8,370 | 45 | 0.5% | $1,739 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $31.32万 | 0.05% | 5,841 | 9 | 0.2% | $483 | 加仓 |
| V | VISA INC | $31.16万 | 0.05% | 908 | 1 | 0.1% | $343 | 加仓 |
| GILD | GILEAD SCIENCES INC | $29.88万 | 0.04% | 2,365 | 14 | 0.6% | $1,769 | 加仓 |
| HPQ | HP INC | $29.32万 | 0.04% | 13,363 | 210 | 1.6% | $4,607 | 加仓 |
| IWM | ISHARES TR | $27.51万 | 0.04% | 915 | 1 | 0.1% | $301 | 加仓 |
| QLD | PROSHARES TR | $26.63万 | 0.04% | 2,752 | 2,752 | — | $26.63万 | 新建仓 |
| IAU | ISHARES GOLD TR | $24.35万 | 0.04% | 3,225 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $24.15万 | 0.04% | 2,635 | 16 | 0.6% | $1,467 | 加仓 |
| SLYG | SPDR SERIES TRUST | $22.59万 | 0.03% | 1,896 | 1,896 | — | $22.59万 | 新建仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $20.97万 | 0.03% | 26,480 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.70万 | 0.03% | 2,551 | 21 | 0.8% | $1,704 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $20.53万 | 0.03% | 2,225 | -72 | -3.1% | -$6,642 | 减仓 |
| NWL | NEWELL BRANDS INC | $6.92万 | 0.01% | 11,274 | 0 | 0.0% | — | 不变 |
| 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 |