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 |
|---|---|---|---|---|---|---|---|---|
| LMT | Lockheed Martin Corp | $94.26万 | 0.13% | 1,850 | -9 | -0.5% | -$4,586 | 减仓 |
| VBR | Vanguard SmCap Value ETF | $95.16万 | 0.14% | 3,916 | -35 | -0.9% | -$8,505 | 减仓 |
| UBER | Uber Technologies Inc | $99.05万 | 0.14% | 13,726 | -851 | -5.8% | -$6.14万 | 减仓 |
| SBUX | Starbucks Corp | $100.31万 | 0.14% | 9,816 | -141 | -1.4% | -$1.44万 | 减仓 |
| MDY | S&P MidCap 400 SPDRs | $101.28万 | 0.14% | 1,440 | -12 | -0.8% | -$8,440 | 减仓 |
| VTV | Vanguard Value ETF | $102.06万 | 0.15% | 4,683 | 13 | 0.3% | $2,833 | 加仓 |
| BAC | Bank Of America Corp | $103.74万 | 0.15% | 18,206 | -2,630 | -12.6% | -$14.99万 | 减仓 |
| SPY | SPDR S&P Dep Rcpt | $105.08万 | 0.15% | 1,407 | -46 | -3.2% | -$3.44万 | 减仓 |
| JNK | SPDR Barclays Capital High Yield Bond | $106.01万 | 0.15% | 11,000 | 0 | 0.0% | — | 不变 |
| VONG | Vanguard Russell 1000 Growth ETF | $106.69万 | 0.15% | 8,347 | -647 | -7.2% | -$8.27万 | 减仓 |
| UNH | UnitedHealth Group | $109.59万 | 0.16% | 2,637 | 150 | 6.0% | $6.23万 | 加仓 |
| TSLA | Tesla Motors Inc | $114.74万 | 0.16% | 2,728 | 1,203 | 78.9% | $50.60万 | 加仓 |
| ULTA | Ulta Cosmetics & Fragrances | $115.41万 | 0.16% | 2,559 | 332 | 14.9% | $14.97万 | 加仓 |
| SCHW | The Charles Schwab Corp | $118.96万 | 0.17% | 12,893 | -1 | -0.0% | -$92 | 减仓 |
| SPYV | Spdr S&P 500 Value Etf | $124.63万 | 0.18% | 20,502 | -54,399 | -72.6% | -$330.69万 | 减仓 |
| CAT | Caterpillar Inc | $126.50万 | 0.18% | 1,188 | 1 | 0.1% | $1,065 | 加仓 |
| SLQD | iShares 0-5 Year Invmt Grade Corp Bd ETF | $127.41万 | 0.18% | 25,296 | -1,075 | -4.1% | -$5.41万 | 减仓 |
| VV | Vanguard Large-Cap ETF | $128.89万 | 0.18% | 3,748 | 3 | 0.1% | $1,032 | 加仓 |
| COF | Capital One Financial Cp | $129.66万 | 0.19% | 6,463 | -33 | -0.5% | -$6,620 | 减仓 |
| NSC | Norfolk Southern Corp | $143.43万 | 0.20% | 4,559 | 0 | 0.0% | — | 不变 |
| HONA | Honeywell Aerospace Inc | $144.72万 | 0.21% | 6,546 | 6,546 | — | $144.72万 | 新建仓 |
| HON | Honeywell International | $148.59万 | 0.21% | 6,636 | -6,748 | -50.4% | -$151.10万 | 减仓 |
| CDNS | Cadence Design Systems Inc | $149.26万 | 0.21% | 3,977 | -65 | -1.6% | -$2.44万 | 减仓 |
| CSCO | Cisco Systems Inc | $163.01万 | 0.23% | 13,878 | 2,360 | 20.5% | $27.72万 | 加仓 |
| AVGO | Broadcom Ltd | $173.83万 | 0.25% | 4,602 | -157 | -3.3% | -$5.93万 | 减仓 |
| TXN | Texas Instruments Inc | $191.39万 | 0.27% | 6,421 | 25 | 0.4% | $7,452 | 加仓 |
| PANW | Palo Alto Networks Inc | $196.67万 | 0.28% | 5,767 | -54 | -0.9% | -$1.84万 | 减仓 |
| LNG | Cheniere Energy Inc New | $203.28万 | 0.29% | 8,505 | -192 | -2.2% | -$4.59万 | 减仓 |
| NXPI | Nxp Semiconductors | $239.24万 | 0.34% | 8,513 | 32 | 0.4% | $8,993 | 加仓 |
| DHR | Danaher Corp Del | $247.19万 | 0.35% | 12,977 | 12,977 | — | $247.19万 | 新建仓 |
| QQQ | PowerShares QQQ Trust | $281.47万 | 0.40% | 3,822 | -8 | -0.2% | -$5,891 | 减仓 |
| GMOI | GMO International Value ETF | $294.31万 | 0.42% | 78,524 | 78,524 | — | $294.31万 | 新建仓 |
| MU | Micron Technology Inc | $295.38万 | 0.42% | 2,559 | 78 | 3.1% | $9.00万 | 加仓 |
| VO | Vanguard CRSP US Mid Cap Index | $303.14万 | 0.43% | 37,624 | -1,640 | -4.2% | -$13.21万 | 减仓 |
| WFC | Wells Fargo & Co. | $305.25万 | 0.44% | 36,937 | -169 | -0.5% | -$1.40万 | 减仓 |
| BRK/B | Berkshire Hathaway B | $335.81万 | 0.48% | 6,711 | -417 | -5.9% | -$20.87万 | 减仓 |
| IDV | iShares DJ International Select Div Index | $341.08万 | 0.49% | 82,327 | -5,888 | -6.7% | -$24.39万 | 减仓 |
| DPZ | Domino s Pizza Inc | $390.98万 | 0.56% | 13,207 | -465 | -3.4% | -$13.77万 | 减仓 |
| INTU | Intuit | $459.23万 | 0.66% | 17,595 | -441 | -2.4% | -$11.51万 | 减仓 |
| AMZN | Amazon.com Inc. | $549.18万 | 0.78% | 23,042 | -702 | -3.0% | -$16.73万 | 减仓 |
| QCOM | Qualcomm Inc | $570.74万 | 0.82% | 30,886 | -130 | -0.4% | -$2.40万 | 减仓 |
| MCD | Mc Donalds Corp | $606.56万 | 0.87% | 22,439 | -226 | -1.0% | -$6.11万 | 减仓 |
| ICE | IntrcontinentalExchange | $610.64万 | 0.87% | 49,601 | 8,319 | 20.2% | $102.41万 | 加仓 |
| LLY | Lilly Eli & Company | $611.98万 | 0.87% | 5,102 | 7 | 0.1% | $8,396 | 加仓 |
| TSM | Taiwan Semiconductor Inc | $660.05万 | 0.94% | 13,821 | 11,581 | 517.0% | $553.07万 | 加仓 |
| QUAL | iShares Edge MSCI USA Quality Factor ETF | $671.19万 | 0.96% | 30,588 | 929 | 3.1% | $20.39万 | 加仓 |
| BR | Broadridge Financial Solutions, Inc. | $675.84万 | 0.97% | 49,350 | 2,318 | 4.9% | $31.74万 | 加仓 |
| PAYX | Paychex Inc | $681.10万 | 0.97% | 69,266 | -1,397 | -2.0% | -$13.74万 | 减仓 |
| NOC | Northrop Grumman Corp | $682.74万 | 0.98% | 13,405 | -405 | -2.9% | -$20.63万 | 减仓 |
| NVDA | Nvidia Corp | $685.38万 | 0.98% | 34,253 | 9,402 | 37.8% | $188.13万 | 加仓 |
| SPGI | S&P Global Inc Com | $710.45万 | 1.01% | 17,445 | 863 | 5.2% | $35.15万 | 加仓 |
| SDY | SPDR S&P Dividend | $729.17万 | 1.04% | 47,915 | 2,397 | 5.3% | $36.48万 | 加仓 |
| BLK | BlackRock Inc | $771.02万 | 1.10% | 8,018 | -56 | -0.7% | -$5.39万 | 减仓 |
| UNP | Union Pacific Corp | $773.92万 | 1.11% | 28,453 | -379 | -1.3% | -$10.31万 | 减仓 |
| MAR | Marriott Intl Inc Cl A | $815.88万 | 1.17% | 22,016 | -908 | -4.0% | -$33.65万 | 减仓 |
| META | Meta Platforms Inc Class A | $817.32万 | 1.17% | 14,510 | 581 | 4.2% | $32.73万 | 加仓 |
| XLK | Technology Select SPDR Fd | $822.80万 | 1.18% | 43,187 | 231 | 0.5% | $4.40万 | 加仓 |
| HD | Home Depot Inc | $876.96万 | 1.25% | 24,866 | -27 | -0.1% | -$9,522 | 减仓 |
| PM | Philip Morris International | $956.66万 | 1.37% | 52,880 | -1,591 | -2.9% | -$28.78万 | 减仓 |
| IJR | iShares S&P SmallCap 600 Idx | $963.53万 | 1.38% | 64,967 | -1,726 | -2.6% | -$25.60万 | 减仓 |
| SCHM | Schwab US MidCap ETF | $1,001.99万 | 1.43% | 271,764 | -5,004 | -1.8% | -$18.45万 | 减仓 |
| GOOGL | Google Inc Class A | $1,019.92万 | 1.46% | 28,540 | -341 | -1.2% | -$12.19万 | 减仓 |
| JNJ | Johnson & Johnson | $1,037.59万 | 1.48% | 40,855 | -734 | -1.8% | -$18.64万 | 减仓 |
| ABBV | AbbVie Inc Com | $1,086.50万 | 1.55% | 43,177 | -571 | -1.3% | -$14.37万 | 减仓 |
| COST | Costco Whsl Corp New | $1,097.21万 | 1.57% | 11,729 | -230 | -1.9% | -$21.52万 | 减仓 |
| MA | Mastercard Inc | $1,184.89万 | 1.69% | 23,070 | -190 | -0.8% | -$9.76万 | 减仓 |
| VTI | Vanguard Total Stock Mkt Fd | $1,232.64万 | 1.76% | 33,311 | -205 | -0.6% | -$7.59万 | 减仓 |
| JPEM | JPMorgan Emerging Markets ETF | $1,236.59万 | 1.77% | 196,972 | 6,535 | 3.4% | $41.03万 | 加仓 |
| JPM | J P Morgan Chase & Co | $1,289.00万 | 1.84% | 39,379 | -978 | -2.4% | -$32.01万 | 减仓 |
| GE | General Electric Company | $1,292.40万 | 1.85% | 34,581 | -1,871 | -5.1% | -$69.93万 | 减仓 |
| AMAT | Applied Materials Inc | $1,300.46万 | 1.86% | 17,987 | 9,370 | 108.7% | $677.45万 | 加仓 |
| V | Visa Inc. | $1,307.75万 | 1.87% | 38,117 | -436 | -1.1% | -$14.96万 | 减仓 |
| QUS | SPDR MSCI USA StrategicFactors ETF | $1,348.47万 | 1.93% | 72,164 | 2,352 | 3.4% | $43.95万 | 加仓 |
| SCHX | Schwab US LargeCap ETF | $1,392.51万 | 1.99% | 473,160 | 8,110 | 1.7% | $23.87万 | 加仓 |
| TPL | Texas Pacific Land Trust | $1,431.47万 | 2.04% | 32,709 | -825 | -2.5% | -$36.11万 | 减仓 |
| STIP | Ishares 0-5 Year Tips | $1,474.12万 | 2.11% | 144,295 | 774 | 0.5% | $7.91万 | 加仓 |
| ASML | A S M L Holding Nv | $1,743.94万 | 2.49% | 8,766 | -357 | -3.9% | -$71.02万 | 减仓 |
| GOOG | Google Inc Class C | $1,948.51万 | 2.78% | 55,147 | 10,191 | 22.7% | $360.08万 | 加仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $2,184.54万 | 3.12% | 465,390 | 13,774 | 3.0% | $64.66万 | 加仓 |
| MSFT | Microsoft Corp | $2,202.44万 | 3.15% | 59,044 | -2,713 | -4.4% | -$101.20万 | 减仓 |
| BIV | Vanguard Intermediate Term Bond | $2,212.72万 | 3.16% | 288,490 | 7,978 | 2.8% | $61.19万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets | $2,533.29万 | 3.62% | 355,550 | 9,892 | 2.9% | $70.48万 | 加仓 |
| AAPL | Apple Computer Inc | $3,496.77万 | 4.99% | 120,845 | 437 | 0.4% | $12.65万 | 加仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $3,835.37万 | 5.48% | 485,306 | 35,753 | 8.0% | $282.56万 | 加仓 |
| VGSH | Vanguard Short-Term Treasury ETF | $4,172.86万 | 5.96% | 716,987 | 20,355 | 2.9% | $118.47万 | 加仓 |