American Money Management, LLC
Rancho Santa Fe CA · SEC CIK 0001600085
$7.00亿2026Q2 申报市值
174持仓数
36.9%前十大占比 · 第一大 6.0%
16 / 11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
AMAT 加仓+$677.45万
TSM 加仓+$553.07万
GOOG 加仓+$360.08万
GMOI 新建仓+$294.31万
VCSH 加仓+$282.56万
2026Q2 卖出最多 按季末市值估算
SPYV 减仓-$330.69万
PEP 减仓-$296.02万
HON 减仓-$151.10万
MSFT 减仓-$101.20万
Exxon Mobil Corp 清仓-$89.89万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Exxon Mobil Corporation | $0 | 0.00% | 0 | -5,298 | -100.0% | -$89.89万 | 清仓 |
| QQQM | Invesco NASDAQ 100 ETF | $0 | 0.00% | 0 | -3,598 | -100.0% | -$85.50万 | 清仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $0 | 0.00% | 0 | -4,843 | -100.0% | -$24.51万 | 清仓 |
| CME | CME Group Inc | $0 | 0.00% | 0 | -773 | -100.0% | -$22.83万 | 清仓 |
| VNQ | Vanguard REIT Fd | $0 | 0.00% | 0 | -2,569 | -100.0% | -$22.79万 | 清仓 |
| VZ | Verizon Communications | $0 | 0.00% | 0 | -4,320 | -100.0% | -$21.69万 | 清仓 |
| — | SAP SE | $0 | 0.00% | 0 | -1,212 | -100.0% | -$20.57万 | 清仓 |
| — | NightFood Holdings Inc | $0 | 0.00% | 0 | -11,215 | -100.0% | -$349 | 清仓 |
| — | Medical Marijuana Inc | $0 | 0.00% | 0 | -122,000 | -100.0% | -$24 | 清仓 |
| — | MultiCorp International Inc | $0 | 0.00% | 0 | -20,000 | -100.0% | -$22 | 清仓 |
| — | Headstrong Group Inc | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1 | 清仓 |
| F | Ford Motor Co. | $14.04万 | 0.02% | 10,099 | -17 | -0.2% | -$236 | 减仓 |
| XLE | Energy Select Sector SPDR ETF | $20.08万 | 0.03% | 3,781 | 0 | 0.0% | — | 不变 |
| TEL | TE Connectivity | $20.38万 | 0.03% | 1,011 | -62 | -5.8% | -$1.25万 | 减仓 |
| BSV | Vanguard Short Term Bond | $20.51万 | 0.03% | 2,632 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $20.62万 | 0.03% | 325 | 325 | — | $20.62万 | 新建仓 |
| IQLT | iShares Edge MSCI Intl Quality Fctr ETF | $20.74万 | 0.03% | 4,185 | 4,185 | — | $20.74万 | 新建仓 |
| EAGG | iShares ESG U.S. Aggregate Bond ETF | $21.12万 | 0.03% | 4,454 | -52 | -1.2% | -$2,465 | 减仓 |
| TM | Toyota Motor | $21.73万 | 0.03% | 1,290 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Companies Inc | $21.78万 | 0.03% | 988 | -318 | -24.3% | -$7.01万 | 减仓 |
| VEU | Vanguard FTSE All World ex US | $22.18万 | 0.03% | 2,648 | 2,648 | — | $22.18万 | 新建仓 |
| ADP | Automatic Data Processing | $22.39万 | 0.03% | 1,000 | -53 | -5.0% | -$1.19万 | 减仓 |
| VUG | Vanguard Growth ETF | $22.44万 | 0.03% | 2,605 | 2,123 | 440.5% | $18.29万 | 重新持有 |
| ITW | Illinois Tool Works Inc | $22.75万 | 0.03% | 841 | -100 | -10.6% | -$2.70万 | 减仓 |
| SHYD | VanEck Short High Yield Muni ETF | $22.90万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| GEV | Ge Vernova Llc Com | $22.91万 | 0.03% | 195 | 195 | — | $22.91万 | 新建仓 |
| APH | Amphenol Corp | $23.03万 | 0.03% | 1,306 | 1,306 | — | $23.03万 | 新建仓 |
| DUK | Duke Energy Corporation | $23.28万 | 0.03% | 1,839 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard 500 ETF | $23.41万 | 0.03% | 341 | -2 | -0.6% | -$1,373 | 减仓 |
| GDXJ | Market Vectors ETF | $23.52万 | 0.03% | 2,394 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $24.01万 | 0.03% | 1,868 | -128 | -6.4% | -$1.65万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $24.91万 | 0.04% | 2,199 | 97 | 4.6% | $1.10万 | 加仓 |
| GDX | Market Vectors Gold Miners ETF | $24.99万 | 0.04% | 3,312 | -250 | -7.0% | -$1.89万 | 减仓 |
| EEMV | iShares Edge MSCI Min Vol Emerging Mkts | $25.96万 | 0.04% | 3,449 | 0 | 0.0% | — | 不变 |
| IWC | iShares Russell Microcap Idx | $26.01万 | 0.04% | 1,300 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR S&P 600 Small Cap Growth ETF | $26.47万 | 0.04% | 2,222 | 0 | 0.0% | — | 不变 |
| ESGD | iShares ESG Aware MSCI EAFE ETF | $26.91万 | 0.04% | 2,617 | 2,617 | — | $26.91万 | 新建仓 |
| PG | Procter & Gamble Co | $27.77万 | 0.04% | 1,894 | -339 | -15.2% | -$4.97万 | 减仓 |
| PFE | Pfizer Incorporated | $27.95万 | 0.04% | 11,605 | 0 | 0.0% | — | 不变 |
| REGL | ProShares S&P MidCap 400 Dividend Arst | $28.96万 | 0.04% | 3,163 | -58 | -1.8% | -$5,311 | 减仓 |
| ADI | Analog Devices Inc | $29.19万 | 0.04% | 735 | -34 | -4.4% | -$1.35万 | 减仓 |
| PLTR | Palantir Technologies Inc Ordinary Shares - Class | $29.52万 | 0.04% | 2,530 | 500 | 24.6% | $5.83万 | 加仓 |
| VBK | Vanguard MSCI US SmCap Growth | $29.66万 | 0.04% | 811 | -294 | -26.6% | -$10.75万 | 减仓 |
| CRS | Carpenter Technology Corp | $30.84万 | 0.04% | 500 | 500 | — | $30.84万 | 新建仓 |
| IWR | iShares Russell Midcap Idx | $30.89万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| SUSB | iShares ESG 1-5 Year USD Corp Bd ETF | $31.82万 | 0.05% | 12,734 | 1,169 | 10.1% | $2.92万 | 加仓 |
| ORCL | Oracle Corporation | $32.54万 | 0.05% | 2,220 | 2 | 0.1% | $293 | 加仓 |
| SHEL | Shell ADR | $32.94万 | 0.05% | 4,249 | -350 | -7.6% | -$2.71万 | 减仓 |
| IBDR | iShares iBonds Dec 2026 Term Corp ETF | $33.26万 | 0.05% | 13,725 | -600 | -4.2% | -$1.45万 | 减仓 |
| DELL | Dell Computer Corp | $33.27万 | 0.05% | 771 | 771 | — | $33.27万 | 新建仓 |
| DIS | Disney Walt Co | $34.08万 | 0.05% | 3,541 | -78 | -2.2% | -$7,507 | 减仓 |
| MTUM | iShares MSCI USA Momentum Factor ETF | $34.21万 | 0.05% | 998 | 0 | 0.0% | — | 不变 |
| ET | Energy Transfer Partners | $34.59万 | 0.05% | 18,089 | 0 | 0.0% | — | 不变 |
| MYRG | MYR Group Inc | $35.98万 | 0.05% | 719 | 719 | — | $35.98万 | 新建仓 |
| ENB | Enbridge Inc Com | $36.42万 | 0.05% | 6,718 | 0 | 0.0% | — | 不变 |
| BNY | Bank of New York | $36.92万 | 0.05% | 2,553 | 4 | 0.2% | $578 | 加仓 |
| VYM | Vanguard High Dividend Yield | $37.12万 | 0.05% | 2,349 | -42 | -1.8% | -$6,637 | 减仓 |
| CRUS | Cirrus Logic Inc | $37.13万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| SOXX | iShares PHLX SOX Semiconductor | $37.36万 | 0.05% | 583 | 583 | — | $37.36万 | 新建仓 |
| DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | $37.86万 | 0.05% | 8,199 | -448 | -5.2% | -$2.07万 | 减仓 |
| IBDT | iShares iBonds Dec 2028 Term Corp ETF | $37.99万 | 0.05% | 15,046 | -58 | -0.4% | -$1,465 | 减仓 |
| SCHG | Schwab US LargeCap Growth ETFA(TM) | $38.07万 | 0.05% | 11,249 | 11 | 0.1% | $372 | 加仓 |
| RTX | Raytheon Technologies Ord | $38.15万 | 0.05% | 2,011 | 6 | 0.3% | $1,138 | 加仓 |
| MRVL | Marvell Technology Group | $38.73万 | 0.06% | 1,300 | 1,300 | — | $38.73万 | 新建仓 |
| VDC | Vanguard Consumer Staples ETF | $40.71万 | 0.06% | 1,805 | 1 | 0.1% | $226 | 加仓 |
| SPMD | SPDR Portfolio Mid Cap ETF | $41.14万 | 0.06% | 6,090 | -415 | -6.4% | -$2.80万 | 减仓 |
| SHYG | iShares 0-5 Year High Yield Corp Bd ETF | $41.29万 | 0.06% | 9,736 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $41.62万 | 0.06% | 2,981 | 2,981 | — | $41.62万 | 新建仓 |
| VLUE | iShares MSCI USA Value Factor ETF | $41.64万 | 0.06% | 2,084 | 0 | 0.0% | — | 不变 |
| WSM | Williams Sonoma | $41.67万 | 0.06% | 1,788 | 6 | 0.3% | $1,398 | 加仓 |
| CVX | Chevron Corp | $42.53万 | 0.06% | 2,566 | -91 | -3.4% | -$1.51万 | 减仓 |
| IBDS | iShares iBonds Dec 2027 Term Corp ETF | $42.94万 | 0.06% | 17,728 | -69 | -0.4% | -$1,671 | 减仓 |
| — | iShares ESG Advanced Hi Yld Corp Bd ETF | $43.44万 | 0.06% | 9,298 | 274 | 3.0% | $1.28万 | 加仓 |
| VHT | Vanguard Health Care | $43.75万 | 0.06% | 1,463 | 0 | 0.0% | — | 不变 |
| IBDW | iShares iBonds Dec 2031 Term Corp ETF | $43.77万 | 0.06% | 21,001 | 0 | 0.0% | — | 不变 |
| CLS | Celestica Inc | $43.78万 | 0.06% | 1,200 | 0 | 0.0% | — | 不变 |
| IVV | iShares S&P 500 Idx | $44.14万 | 0.06% | 589 | -37 | -5.9% | -$2.77万 | 减仓 |
| SUSC | iShares ESG USD Corporate Bond ETF | $44.29万 | 0.06% | 19,132 | 295 | 1.6% | $6,830 | 加仓 |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $45.51万 | 0.07% | 4,630 | 0 | 0.0% | — | 不变 |
| ESGU | iShares ESG Aware MSCI USA ETF | $46.68万 | 0.07% | 2,852 | -27 | -0.9% | -$4,419 | 减仓 |
| SCHB | Schw US Brd Mkt Etf | $48.65万 | 0.07% | 16,800 | 0 | 0.0% | — | 不变 |
| TJX | T J X Cos Inc | $54.12万 | 0.08% | 3,572 | -80 | -2.2% | -$1.21万 | 减仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $54.57万 | 0.08% | 9,661 | -528 | -5.2% | -$2.98万 | 减仓 |
| VOE | Vanguard US MidCap Value Index | $55.26万 | 0.08% | 2,797 | -213 | -7.1% | -$4.21万 | 减仓 |
| EPD | Enterprise Prd Prtnrs Lp | $55.70万 | 0.08% | 15,152 | -570 | -3.6% | -$2.10万 | 减仓 |
| TGT | Target Corporation | $65.00万 | 0.09% | 4,977 | -57 | -1.1% | -$7,444 | 减仓 |
| YUM | Yum Brands Inc | $66.23万 | 0.09% | 4,143 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Apprciation Index | $68.98万 | 0.10% | 2,915 | -76 | -2.5% | -$1.80万 | 减仓 |
| IWF | iShares Russell 1000 Growth Idx | $69.95万 | 0.10% | 5,634 | 30 | 0.5% | $3,725 | 加仓 |
| XOM | Exxon Mobil Corporation | $71.82万 | 0.10% | 5,253 | 5,253 | — | $71.82万 | 新建仓 |
| SGOL | Aberdeen Swiss Gold Trust | $71.90万 | 0.10% | 18,806 | 293 | 1.6% | $1.12万 | 加仓 |
| IJH | iShares S&P MidCap 400 Idx | $72.19万 | 0.10% | 9,362 | -184 | -1.9% | -$1.42万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc A | $74.89万 | 0.11% | 1 | 0 | 0.0% | — | 不变 |
| FICO | Fair Isaac Corp | $76.64万 | 0.11% | 641 | 117 | 22.3% | $13.99万 | 加仓 |
| — | First National of Nebraska Inc | $76.88万 | 0.11% | 41 | 0 | 0.0% | — | 不变 |
| VT | Vanguard Total World Stock | $77.38万 | 0.11% | 4,930 | -180 | -3.5% | -$2.83万 | 减仓 |
| AMD | Advanced Micro Devices | $79.35万 | 0.11% | 1,366 | -340 | -19.9% | -$19.75万 | 减仓 |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $80.07万 | 0.11% | 9,111 | -722 | -7.3% | -$6.34万 | 减仓 |
| PEP | Pepsico Incorporated | $89.18万 | 0.13% | 6,586 | -21,862 | -76.8% | -$296.02万 | 减仓 |
| VB | Vanguard Small Cap | $92.06万 | 0.13% | 3,037 | -359 | -10.6% | -$10.88万 | 减仓 |