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 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS | $3,316.59万 | 5.36% | 152,663 | 2,745 | 1.8% | $59.63万 | 加仓 |
| AAPL | APPLE INC | $2,333.37万 | 3.77% | 91,941 | -3,800 | -4.0% | -$96.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,326.09万 | 3.76% | 40,301 | 2 | 0.0% | $1,154 | 加仓 |
| IWS | ISHARES TR | $2,211.99万 | 3.58% | 151,776 | -432 | -0.3% | -$6.30万 | 减仓 |
| IJH | ISHARES TR | $2,012.29万 | 3.25% | 297,985 | 3,120 | 1.1% | $21.07万 | 加仓 |
| IVV | ISHARES TR | $1,972.66万 | 3.19% | 30,200 | -563 | -1.8% | -$36.78万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,782.92万 | 2.88% | 58,988 | -359 | -0.6% | -$10.85万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,765.05万 | 2.85% | 95,781 | -508 | -0.5% | -$9.36万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,652.54万 | 2.67% | 57,544 | 6,359 | 12.4% | $182.62万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,645.90万 | 2.66% | 618,527 | 48,037 | 8.4% | $127.83万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,643.23万 | 2.66% | 76,408 | -1,899 | -2.4% | -$40.84万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,572.32万 | 2.54% | 507,857 | -17,909 | -3.4% | -$55.45万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,520.48万 | 2.46% | 191,810 | 275 | 0.1% | $2.18万 | 加仓 |
| SSO | PROSHARES TR | $1,492.79万 | 2.41% | 287,739 | 301 | 0.1% | $1.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,409.53万 | 2.28% | 43,937 | -1,453 | -3.2% | -$46.61万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,356.36万 | 2.19% | 51,785 | -20 | -0.0% | -$5,238 | 减仓 |
| IJJ | ISHARES TR | $1,185.77万 | 1.92% | 89,492 | -183 | -0.2% | -$2.42万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $1,162.22万 | 1.88% | 32,393 | 10,373 | 47.1% | $372.17万 | 加仓 |
| IVE | ISHARES TR | $1,087.71万 | 1.76% | 51,514 | -76 | -0.1% | -$1.60万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,052.85万 | 1.70% | 136,415 | 7,548 | 5.9% | $58.26万 | 加仓 |
| IJS | ISHARES TR | $999.78万 | 1.62% | 84,406 | -3,449 | -3.9% | -$40.85万 | 减仓 |
| AMZN | AMAZON COM INC | $853.12万 | 1.38% | 40,962 | 185 | 0.5% | $3.85万 | 加仓 |
| TIP | ISHARES TR | $826.53万 | 1.34% | 74,894 | -890 | -1.2% | -$9.82万 | 减仓 |
| EFAV | ISHARES TR | $770.10万 | 1.25% | 84,284 | -106 | -0.1% | -$9,685 | 减仓 |
| CAT | CATERPILLAR INC | $765.19万 | 1.24% | 10,801 | -64 | -0.6% | -$4.53万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $708.31万 | 1.15% | 146,587 | -759 | -0.5% | -$3.67万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $704.92万 | 1.14% | 242,408 | -2,756 | -1.1% | -$8.01万 | 减仓 |
| IGM | ISHARES TR | $658.23万 | 1.06% | 55,542 | -1,404 | -2.5% | -$16.64万 | 减仓 |
| IJK | ISHARES TR | $577.44万 | 0.93% | 57,388 | 52 | 0.1% | $5,232 | 加仓 |
| ICF | ISHARES TR | $562.17万 | 0.91% | 90,834 | -2,594 | -2.8% | -$16.05万 | 减仓 |
| DIS | DISNEY WALT CO | $531.50万 | 0.86% | 55,146 | 4,489 | 8.9% | $43.27万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $530.65万 | 0.86% | 106,364 | 92,896 | 689.8% | $463.46万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $529.54万 | 0.86% | 20,577 | 39 | 0.2% | $1.00万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $522.39万 | 0.84% | 92,328 | -2,389 | -2.5% | -$13.52万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $518.38万 | 0.84% | 52,944 | -3,017 | -5.4% | -$29.54万 | 减仓 |
| IJT | ISHARES TR | $506.68万 | 0.82% | 35,013 | -791 | -2.2% | -$11.45万 | 减仓 |
| PEP | PEPSICO INC | $490.96万 | 0.79% | 31,616 | -3,134 | -9.0% | -$48.67万 | 减仓 |
| PJT | PJT PARTNERS INC | $486.37万 | 0.79% | 34,810 | -1,559 | -4.3% | -$21.78万 | 减仓 |
| IWD | ISHARES TR | $476.38万 | 0.77% | 22,295 | -157 | -0.7% | -$3.35万 | 减仓 |
| GOOGL | ALPHABET INC | $467.92万 | 0.76% | 16,272 | 125 | 0.8% | $3.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $466.77万 | 0.75% | 12,610 | 223 | 1.8% | $8.25万 | 加仓 |
| VGT | VANGUARD WORLD FD | $456.42万 | 0.74% | 6,542 | -89 | -1.3% | -$6.21万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $454.80万 | 0.74% | 74,241 | 334 | 0.5% | $2.05万 | 加仓 |
| IUSV | ISHARES TR | $444.58万 | 0.72% | 43,480 | -4,130 | -8.7% | -$42.23万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $443.79万 | 0.72% | 18,156 | 208 | 1.2% | $5.08万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $432.11万 | 0.70% | 168,529 | -490 | -0.3% | -$1.26万 | 减仓 |
| EFA | ISHARES TR | $426.82万 | 0.69% | 43,944 | -19 | -0.0% | -$1,845 | 减仓 |
| IVW | ISHARES TR | $417.26万 | 0.67% | 36,890 | -4,398 | -10.7% | -$49.75万 | 减仓 |
| EEM | ISHARES TR | $417.08万 | 0.67% | 73,442 | -723 | -1.0% | -$4.11万 | 减仓 |
| IWR | ISHARES TR | $385.03万 | 0.62% | 39,600 | 102 | 0.3% | $9,917 | 加仓 |
| SDY | SPDR SERIES TRUST | $375.18万 | 0.61% | 25,708 | 94 | 0.4% | $1.37万 | 加仓 |
| WRB | BERKLEY W R CORP | $364.49万 | 0.59% | 54,992 | -775 | -1.4% | -$5.14万 | 减仓 |
| IJR | ISHARES TR | $359.12万 | 0.58% | 28,889 | 99 | 0.3% | $1.23万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $349.50万 | 0.57% | 8,573 | -256 | -2.9% | -$10.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $326.57万 | 0.53% | 6,815 | -102 | -1.5% | -$4.89万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $313.92万 | 0.51% | 35,391 | 176 | 0.5% | $1.56万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $305.59万 | 0.49% | 22,093 | 9,365 | 73.6% | $129.54万 | 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 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $296.04万 | 0.48% | 4,800 | 36 | 0.8% | $2.22万 | 加仓 |
| IWN | ISHARES TR | $292.51万 | 0.47% | 15,429 | 39 | 0.3% | $7,394 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $266.64万 | 0.43% | 80,922 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $260.99万 | 0.42% | 20,433 | -204 | -1.0% | -$2.61万 | 减仓 |
| AGG | ISHARES TR | $252.32万 | 0.41% | 25,418 | 122 | 0.5% | $1.21万 | 加仓 |
| DVY | ISHARES TR | $236.93万 | 0.38% | 15,648 | 102 | 0.7% | $1.54万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $229.64万 | 0.37% | 91,489 | -3,714 | -3.9% | -$9.32万 | 减仓 |
| DGT | SPDR SERIES TRUST | $217.29万 | 0.35% | 12,816 | 36 | 0.3% | $6,104 | 加仓 |
| IEF | ISHARES TR | $216.23万 | 0.35% | 22,656 | 102 | 0.5% | $9,735 | 加仓 |
| GOOG | ALPHABET INC | $214.64万 | 0.35% | 7,483 | 174 | 2.4% | $4.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $203.79万 | 0.33% | 14,109 | 54 | 0.4% | $7,800 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $197.22万 | 0.32% | 19,704 | 359 | 1.9% | $3.59万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $190.43万 | 0.31% | 19,845 | -1,095 | -5.2% | -$10.51万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $169.97万 | 0.27% | 3,891 | 3 | 0.1% | $1,310 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $168.58万 | 0.27% | 62,644 | 335 | 0.5% | $9,015 | 加仓 |
| WMT | WALMART INC | $163.65万 | 0.26% | 13,167 | 45 | 0.3% | $5,593 | 加仓 |
| IGE | ISHARES TR | $162.61万 | 0.26% | 25,835 | 94 | 0.4% | $5,916 | 加仓 |
| VDE | VANGUARD WORLD FD | $161.91万 | 0.26% | 9,357 | -470 | -4.8% | -$8.13万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $149.89万 | 0.24% | 14,599 | 71 | 0.5% | $7,289 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.23% | 2 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $141.57万 | 0.23% | 2,474 | -153 | -5.8% | -$8.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $136.80万 | 0.22% | 25,310 | -731 | -2.8% | -$3.95万 | 减仓 |
| PFE | PFIZER INC | $133.88万 | 0.22% | 47,678 | 2,697 | 6.0% | $7.57万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $132.82万 | 0.21% | 53,320 | 4,271 | 8.7% | $10.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $132.29万 | 0.21% | 7,585 | 260 | 3.5% | $4.53万 | 加仓 |
| IWF | ISHARES TR | $131.51万 | 0.21% | 3,084 | -421 | -12.0% | -$17.95万 | 减仓 |
| ADI | ANALOG DEVICES INC | $124.15万 | 0.20% | 3,902 | 11 | 0.3% | $3,500 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $123.88万 | 0.20% | 39,127 | 221 | 0.6% | $6,997 | 加仓 |
| IHE | ISHARES TR | $112.31万 | 0.18% | 12,957 | 44 | 0.3% | $3,814 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $111.75万 | 0.18% | 38,362 | 50 | 0.1% | $1,456 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $100.77万 | 0.16% | 20,594 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $88.78万 | 0.14% | 5,724 | 6 | 0.1% | $931 | 加仓 |
| CSCO | CISCO SYS INC | $83.26万 | 0.13% | 10,731 | -888 | -7.6% | -$6.89万 | 减仓 |
| MRK | MERCK & CO INC | $83.18万 | 0.13% | 6,915 | 191 | 2.8% | $2.30万 | 加仓 |
| MCO | MOODYS CORP | $81.23万 | 0.13% | 1,862 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $78.70万 | 0.13% | 8,544 | 363 | 4.4% | $3.34万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $75.38万 | 0.12% | 9,614 | 47 | 0.5% | $3,685 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $74.96万 | 0.12% | 11,699 | -26 | -0.2% | -$1,666 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $73.63万 | 0.12% | 5,540 | 7 | 0.1% | $930 | 加仓 |
| OEF | ISHARES TR | $73.14万 | 0.12% | 2,299 | -73 | -3.1% | -$2.32万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $72.37万 | 0.12% | 9,385 | 9 | 0.1% | $694 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $71.16万 | 0.12% | 9,046 | 0 | 0.0% | — | 不变 |