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 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS | $3,646.26万 | 5.34% | 150,058 | -2,605 | -1.7% | -$63.30万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,917.52万 | 4.27% | 39,619 | -682 | -1.7% | -$50.22万 | 减仓 |
| AAPL | APPLE INC | $2,558.59万 | 3.74% | 88,422 | -3,519 | -3.8% | -$101.83万 | 减仓 |
| IWS | ISHARES TR | $2,475.00万 | 3.62% | 150,365 | -1,411 | -0.9% | -$23.23万 | 减仓 |
| IJH | ISHARES TR | $2,254.33万 | 3.30% | 292,352 | -5,633 | -1.9% | -$43.44万 | 减仓 |
| IVV | ISHARES TR | $2,237.87万 | 3.28% | 29,882 | -318 | -1.1% | -$23.82万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,113.32万 | 3.09% | 57,788 | -1,200 | -2.0% | -$43.88万 | 减仓 |
| SSO | PROSHARES TR | $1,905.54万 | 2.79% | 282,805 | -4,934 | -1.7% | -$33.25万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,868.38万 | 2.73% | 94,554 | -1,227 | -1.3% | -$24.25万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,836.34万 | 2.69% | 498,057 | -9,800 | -1.9% | -$36.13万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,834.33万 | 2.68% | 227,669 | -2,507 | -1.1% | -$20.20万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,774.63万 | 2.60% | 74,999 | -1,409 | -1.8% | -$33.34万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,638.22万 | 2.40% | 618,196 | -331 | -0.1% | -$8,771 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,602.14万 | 2.34% | 43,296 | -641 | -1.5% | -$23.72万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,559.14万 | 2.28% | 51,437 | -348 | -0.7% | -$10.55万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,488.76万 | 2.18% | 188,379 | -3,431 | -1.8% | -$27.12万 | 减仓 |
| IJJ | ISHARES TR | $1,314.02万 | 1.92% | 88,947 | -545 | -0.6% | -$8.05万 | 减仓 |
| IVE | ISHARES TR | $1,164.42万 | 1.70% | 51,283 | -231 | -0.4% | -$5.25万 | 减仓 |
| IJS | ISHARES TR | $1,147.91万 | 1.68% | 83,985 | -421 | -0.5% | -$5.75万 | 减仓 |
| CAT | CATERPILLAR INC | $1,065.42万 | 1.56% | 10,005 | -796 | -7.4% | -$84.77万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,026.60万 | 1.50% | 133,847 | -2,568 | -1.9% | -$19.70万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $958.95万 | 1.40% | 32,393 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $957.36万 | 1.40% | 40,168 | -794 | -1.9% | -$18.92万 | 减仓 |
| IGM | ISHARES TR | $842.84万 | 1.23% | 51,524 | -4,018 | -7.2% | -$65.73万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $828.93万 | 1.21% | 229,429 | -12,979 | -5.4% | -$46.89万 | 减仓 |
| TIP | ISHARES TR | $824.02万 | 1.21% | 75,301 | 407 | 0.5% | $4.45万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $823.66万 | 1.21% | 142,823 | -3,764 | -2.6% | -$21.71万 | 减仓 |
| EFAV | ISHARES TR | $741.70万 | 1.09% | 84,562 | 278 | 0.3% | $2.44万 | 加仓 |
| IJK | ISHARES TR | $670.14万 | 0.98% | 57,034 | -354 | -0.6% | -$4.16万 | 减仓 |
| IJT | ISHARES TR | $626.16万 | 0.92% | 35,060 | 47 | 0.1% | $8,394 | 加仓 |
| VGT | VANGUARD WORLD FD | $620.29万 | 0.91% | 51,898 | -438 | -0.8% | -$5.23万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $610.31万 | 0.89% | 51,291 | -1,653 | -3.1% | -$19.67万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $607.80万 | 0.89% | 19,843 | -734 | -3.6% | -$22.48万 | 减仓 |
| GOOGL | ALPHABET INC | $581.80万 | 0.85% | 16,280 | 8 | 0.0% | $2,859 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $578.03万 | 0.85% | 114,281 | 7,917 | 7.4% | $40.04万 | 加仓 |
| ICF | ISHARES TR | $575.78万 | 0.84% | 85,137 | -5,697 | -6.3% | -$38.53万 | 减仓 |
| IWD | ISHARES TR | $539.74万 | 0.79% | 22,264 | -31 | -0.1% | -$7,515 | 减仓 |
| SPYV | SPDR SERIES TRUST | $527.19万 | 0.77% | 86,723 | -5,605 | -6.1% | -$34.07万 | 减仓 |
| PJT | PJT PARTNERS INC | $525.44万 | 0.77% | 34,811 | 1 | 0.0% | $151 | 加仓 |
| DIS | DISNEY WALT CO | $520.18万 | 0.76% | 54,044 | -1,102 | -2.0% | -$10.61万 | 减仓 |
| EEM | ISHARES TR | $499.42万 | 0.73% | 73,004 | -438 | -0.6% | -$3.00万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $494.45万 | 0.72% | 168,008 | -521 | -0.3% | -$1.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $473.55万 | 0.69% | 12,695 | 85 | 0.7% | $3.17万 | 加仓 |
| EFA | ISHARES TR | $461.85万 | 0.68% | 44,460 | 516 | 1.2% | $5.36万 | 加仓 |
| IUSV | ISHARES TR | $460.17万 | 0.67% | 41,777 | -1,703 | -3.9% | -$18.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $441.20万 | 0.65% | 17,372 | -784 | -4.3% | -$19.91万 | 减仓 |
| IVW | ISHARES TR | $432.16万 | 0.63% | 31,423 | -5,467 | -14.8% | -$75.19万 | 减仓 |
| IJR | ISHARES TR | $429.62万 | 0.63% | 28,968 | 79 | 0.3% | $1.17万 | 加仓 |
| IWR | ISHARES TR | $428.74万 | 0.63% | 38,863 | -737 | -1.9% | -$8.13万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $416.02万 | 0.61% | 50,354 | -1,084 | -2.1% | -$8.96万 | 减仓 |
| PEP | PEPSICO INC | $407.63万 | 0.60% | 30,106 | -1,510 | -4.8% | -$20.45万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $394.37万 | 0.58% | 74,255 | 14 | 0.0% | $744 | 加仓 |
| SDY | SPDR SERIES TRUST | $386.46万 | 0.57% | 25,395 | -313 | -1.2% | -$4.76万 | 减仓 |
| WRB | BERKLEY W R CORP | $384.66万 | 0.56% | 54,538 | -454 | -0.8% | -$3.20万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $362.95万 | 0.53% | 23,125 | 1,032 | 4.7% | $16.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $338.46万 | 0.50% | 4,532 | -143 | -3.1% | -$10.68万 | 减仓 |
| IWN | ISHARES TR | $337.96万 | 0.49% | 15,279 | -150 | -1.0% | -$3.32万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $334.18万 | 0.49% | 4,751 | -49 | -1.0% | -$3.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $329.40万 | 0.48% | 6,583 | -232 | -3.4% | -$11.61万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $318.38万 | 0.47% | 33,017 | -2,374 | -6.7% | -$22.89万 | 减仓 |
| XBI | SPDR SERIES TRUST | $295.39万 | 0.43% | 18,666 | -1,767 | -8.6% | -$27.96万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $291.25万 | 0.43% | 80,322 | -600 | -0.7% | -$2.18万 | 减仓 |
| GOOG | ALPHABET INC | $264.49万 | 0.39% | 7,486 | 3 | 0.0% | $1,060 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $259.67万 | 0.38% | 89,663 | -1,826 | -2.0% | -$5.29万 | 减仓 |
| AGG | ISHARES TR | $247.34万 | 0.36% | 24,989 | -429 | -1.7% | -$4.25万 | 减仓 |
| DVY | ISHARES TR | $246.25万 | 0.36% | 15,755 | 107 | 0.7% | $1.67万 | 加仓 |
| DGT | SPDR SERIES TRUST | $238.34万 | 0.35% | 12,898 | 82 | 0.6% | $1.52万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $216.59万 | 0.32% | 19,323 | -522 | -2.6% | -$5.85万 | 减仓 |
| IEF | ISHARES TR | $215.82万 | 0.32% | 22,821 | 165 | 0.7% | $1.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $208.19万 | 0.30% | 14,198 | 89 | 0.6% | $1.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $200.16万 | 0.29% | 23,237 | -109 | -0.5% | -$9,389 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $200.09万 | 0.29% | 20,152 | 448 | 2.3% | $4.45万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $184.67万 | 0.27% | 63,029 | 385 | 0.6% | $1.13万 | 加仓 |
| ADI | ANALOG DEVICES INC | $155.31万 | 0.23% | 3,910 | 8 | 0.2% | $3,178 | 加仓 |
| IWF | ISHARES TR | $153.23万 | 0.22% | 12,340 | 4 | 0.0% | $497 | 加仓 |
| NVDA | NVIDIA CORPORATION | $151.93万 | 0.22% | 7,593 | 8 | 0.1% | $1,601 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $150.55万 | 0.22% | 25,221 | -89 | -0.4% | -$5,312 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.22% | 2 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $149.69万 | 0.22% | 13,216 | 49 | 0.4% | $5,550 | 加仓 |
| META | META PLATFORMS INC | $139.42万 | 0.20% | 2,475 | 1 | 0.0% | $563 | 加仓 |
| VDE | VANGUARD WORLD FD | $135.89万 | 0.20% | 9,051 | -306 | -3.3% | -$4.59万 | 减仓 |
| IGE | ISHARES TR | $134.85万 | 0.20% | 24,003 | -1,832 | -7.1% | -$10.29万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $131.08万 | 0.19% | 14,446 | -153 | -1.0% | -$1.39万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $129.95万 | 0.19% | 38,400 | 38 | 0.1% | $1,286 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $129.93万 | 0.19% | 52,690 | -630 | -1.2% | -$1.55万 | 减仓 |
| IHE | ISHARES TR | $128.68万 | 0.19% | 12,997 | 40 | 0.3% | $3,960 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $120.25万 | 0.18% | 37,899 | -1,228 | -3.1% | -$3.90万 | 减仓 |
| PFE | PFIZER INC | $113.64万 | 0.17% | 47,191 | -487 | -1.0% | -$1.17万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $110.56万 | 0.16% | 2,563 | 8 | 0.3% | $3,451 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $107.72万 | 0.16% | 20,416 | -178 | -0.9% | -$9,391 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $105.68万 | 0.15% | 5,547 | 7 | 0.1% | $1,334 | 加仓 |
| IUSG | ISHARES TR | $102.29万 | 0.15% | 5,439 | -285 | -5.0% | -$5.36万 | 减仓 |
| CSCO | CISCO SYS INC | $93.11万 | 0.14% | 7,927 | -2,804 | -26.1% | -$32.93万 | 减仓 |
| MRK | MERCK & CO INC | $89.43万 | 0.13% | 6,960 | 45 | 0.7% | $5,782 | 加仓 |
| PAYX | PAYCHEX INC | $84.88万 | 0.12% | 8,632 | 88 | 1.0% | $8,653 | 加仓 |
| MCO | MOODYS CORP | $84.33万 | 0.12% | 1,862 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $84.24万 | 0.12% | 2,302 | 3 | 0.1% | $1,098 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.52万 | 0.12% | 11,722 | 23 | 0.2% | $1,639 | 加仓 |
| VXUS | VANGUARD STAR FDS | $80.59万 | 0.12% | 9,427 | 42 | 0.4% | $3,591 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $78.38万 | 0.11% | 9,046 | 0 | 0.0% | — | 不变 |