American Money Management, LLC
Rancho Santa Fe CA · SEC CIK 0001600085
$6.32亿2026Q1 申报市值
168持仓数
37.8%前十大占比 · 第一大 6.5%
6 / 4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
Honeywell Intern 加仓+$256.64万
PAYX 加仓+$208.87万
SPGI 加仓+$145.59万
VGSH 加仓+$138.11万
ICE 加仓+$131.96万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$72.92万
AAPL 减仓-$49.79万
AMAT 减仓-$38.14万
BND 清仓-$34.29万
ASML 减仓-$30.78万
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 |
|---|---|---|---|---|---|---|---|---|
| VOE | Vanguard US MidCap Value Index | $55.48万 | 0.09% | 3,010 | -31 | -1.0% | -$5,714 | 减仓 |
| CVX | Chevron Corp | $54.98万 | 0.09% | 2,657 | -81 | -3.0% | -$1.68万 | 减仓 |
| IBDW | iShares iBonds Dec 2031 Term Corp ETF | $43.96万 | 0.07% | 21,001 | 0 | 0.0% | — | 不变 |
| SUSC | iShares ESG USD Corporate Bond ETF | $43.58万 | 0.07% | 18,837 | -3,483 | -15.6% | -$8.06万 | 减仓 |
| IBDS | iShares iBonds Dec 2027 Term Corp ETF | $43.14万 | 0.07% | 17,797 | 2 | 0.0% | $48 | 加仓 |
| SHEL | Shell ADR | $42.77万 | 0.07% | 4,599 | -473 | -9.3% | -$4.40万 | 减仓 |
| SCHB | Schw US Brd Mkt Etf | $42.17万 | 0.07% | 16,800 | 0 | 0.0% | — | 不变 |
| — | iShares ESG Advanced Hi Yld Corp Bd ETF | $41.79万 | 0.07% | 9,024 | 0 | 0.0% | — | 不变 |
| SHYG | iShares 0-5 Year High Yield Corp Bd ETF | $41.19万 | 0.07% | 9,736 | 9,736 | — | $41.19万 | 新建仓 |
| IVV | iShares S&P 500 Idx | $40.91万 | 0.06% | 626 | -138 | -18.1% | -$9.02万 | 减仓 |
| ESGU | iShares ESG Aware MSCI USA ETF | $40.71万 | 0.06% | 2,879 | 295 | 11.4% | $4.17万 | 加仓 |
| VDC | Vanguard Consumer Staples ETF | $40.51万 | 0.06% | 1,804 | 2 | 0.1% | $449 | 加仓 |
| VHT | Vanguard Health Care | $39.85万 | 0.06% | 1,463 | 0 | 0.0% | — | 不变 |
| RTX | Raytheon Technologies Ord | $38.68万 | 0.06% | 2,005 | 20 | 1.0% | $3,858 | 加仓 |
| SPMD | SPDR@ Portfolio Mid Cap ETF | $38.52万 | 0.06% | 6,505 | 0 | 0.0% | — | 不变 |
| IBDT | iShares iBonds Dec 2028 Term Corp ETF | $38.26万 | 0.06% | 15,104 | -58 | -0.4% | -$1,469 | 减仓 |
| DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | $38.14万 | 0.06% | 8,647 | -733 | -7.8% | -$3.23万 | 减仓 |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $36.47万 | 0.06% | 4,630 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge Inc Com | $36.37万 | 0.06% | 6,718 | 0 | 0.0% | — | 不变 |
| CRUS | Cirrus Logic Inc | $36.16万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| VYM | Vanguard High Dividend Yield | $35.41万 | 0.06% | 2,391 | -77 | -3.1% | -$1.14万 | 减仓 |
| ET | Energy Transfer Partners | $34.91万 | 0.06% | 18,089 | 1,350 | 8.1% | $2.61万 | 加仓 |
| DIS | Disney Walt Co | $34.88万 | 0.06% | 3,619 | 0 | 0.0% | — | 不变 |
| IBDR | iShares iBonds Dec 2026 Term Corp ETF | $34.72万 | 0.05% | 14,325 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices | $34.71万 | 0.05% | 1,706 | 249 | 17.1% | $5.07万 | 加仓 |
| CLS | Celestica Inc | $33.80万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| VBK | Vanguard MSCI US SmCap Growth | $33.40万 | 0.05% | 1,105 | 1 | 0.1% | $302 | 加仓 |
| SCHG | Schwab US LargeCap Growth ETFA(TM) | $32.74万 | 0.05% | 11,238 | 14 | 0.1% | $408 | 加仓 |
| GDX | Market Vectors Gold Miners ETF | $32.69万 | 0.05% | 3,562 | -170 | -4.6% | -$1.56万 | 减仓 |
| ORCL | Oracle Corporation | $32.63万 | 0.05% | 2,218 | -551 | -19.9% | -$8.11万 | 减仓 |
| PFE | Pfizer Incorporated | $32.59万 | 0.05% | 11,605 | -665 | -5.4% | -$1.87万 | 减仓 |
| WSM | Williams Sonoma | $32.49万 | 0.05% | 1,782 | -145 | -7.5% | -$2.64万 | 减仓 |
| PG | Procter & Gamble Co | $32.25万 | 0.05% | 2,233 | -26 | -1.2% | -$3,755 | 减仓 |
| LOW | Lowes Companies Inc | $30.86万 | 0.05% | 1,306 | -56 | -4.1% | -$1.32万 | 减仓 |
| BNY | Bank of New York | $30.24万 | 0.05% | 2,549 | 774 | 43.6% | $9.18万 | 加仓 |
| PLTR | Palantir Technologies Inc Ordinary Shares - Class | $29.69万 | 0.05% | 2,030 | 405 | 24.9% | $5.92万 | 加仓 |
| VLUE | iShares MSCI USA Value Factor ETF | $29.63万 | 0.05% | 2,084 | 2,084 | — | $29.63万 | 新建仓 |
| SUSB | iShares ESG 1-5 Year USD Corp Bd ETF | $28.99万 | 0.05% | 11,565 | 2,861 | 32.9% | $7.17万 | 加仓 |
| GDXJ | Market Vectors ETF | $28.74万 | 0.05% | 2,394 | 0 | 0.0% | — | 不变 |
| REGL | ProShares S&P MidCap 400 Dividend Arst | $27.83万 | 0.04% | 3,221 | -105 | -3.2% | -$9,073 | 减仓 |
| IWR | iShares Russell Midcap Idx | $27.22万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| TM | Toyota Motor | $26.58万 | 0.04% | 1,290 | -37 | -2.8% | -$7,625 | 减仓 |
| WMT | Wal-Mart Stores Inc | $26.12万 | 0.04% | 2,102 | -300 | -12.5% | -$3.73万 | 减仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $24.51万 | 0.04% | 4,843 | 48 | 1.0% | $2,429 | 加仓 |
| ITW | Illinois Tool Works Inc | $24.49万 | 0.04% | 941 | -100 | -9.6% | -$2.60万 | 减仓 |
| ADI | Analog Devices Inc | $24.46万 | 0.04% | 769 | -10 | -1.3% | -$3,181 | 减仓 |
| DUK | Duke Energy Corporation | $24.08万 | 0.04% | 1,839 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $24.01万 | 0.04% | 1,996 | 93 | 4.9% | $1.12万 | 加仓 |
| MTUM | iShares MSCI USA Momentum Factor ETF | $23.95万 | 0.04% | 998 | 998 | — | $23.95万 | 新建仓 |
| XLE | Energy Select Sector SPDR ETF | $23.16万 | 0.04% | 3,781 | 3,781 | — | $23.16万 | 新建仓 |
| CME | CME Group Inc | $22.83万 | 0.04% | 773 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard REIT Fd | $22.79万 | 0.04% | 2,569 | -236 | -8.4% | -$2.09万 | 减仓 |
| SHYD | VanEck Short High Yield Muni ETF | $22.66万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| TEL | TE Connectivity | $22.43万 | 0.04% | 1,073 | -186 | -14.8% | -$3.89万 | 减仓 |
| EEMV | iShares Edge MSCI Min Vol Emerging Mkts | $22.33万 | 0.04% | 3,449 | 3,449 | — | $22.33万 | 新建仓 |
| VZ | Verizon Communications | $21.69万 | 0.03% | 4,320 | -1,094 | -20.2% | -$5.49万 | 重新持有 |
| SLYG | SPDR S&P 600 Small Cap Growth ETF | $21.47万 | 0.03% | 2,222 | 0 | 0.0% | — | 不变 |
| EAGG | iShares ESG U.S. Aggregate Bond ETF | $21.43万 | 0.03% | 4,506 | -1,070 | -19.2% | -$5.09万 | 减仓 |
| ADP | Automatic Data Processing | $21.39万 | 0.03% | 1,053 | -154 | -12.8% | -$3.13万 | 减仓 |
| IWC | iShares Russell Microcap Idx | $20.75万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| BSV | Vanguard Short Term Bond | $20.64万 | 0.03% | 2,632 | -43 | -1.6% | -$3,372 | 减仓 |
| — | SAP SE | $20.57万 | 0.03% | 1,212 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard 500 ETF | $20.48万 | 0.03% | 343 | 1 | 0.3% | $597 | 加仓 |
| F | Ford Motor Co. | $11.67万 | 0.02% | 10,116 | 1 | 0.0% | $12 | 加仓 |
| — | NightFood Holdings Inc | $349 | 0.00% | 11,215 | 0 | 0.0% | — | 不变 |
| — | Medical Marijuana Inc | $24 | 0.00% | 122,000 | 0 | 0.0% | — | 不变 |
| — | MultiCorp International Inc | $22 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | Headstrong Group Inc | $1 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BND | Vanguard Bond Index Fund | $0 | 0.00% | 0 | -4,629 | -100.0% | -$34.29万 | 清仓 |
| VUG | Vanguard Growth ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HEI | Heico Corp | $0 | 0.00% | 0 | -637 | -100.0% | -$20.61万 | 清仓 |
| AUR | AURORA INNOVATION CL A ORD | $0 | 0.00% | 0 | -10,100 | -100.0% | -$3.88万 | 清仓 |
| — | Alpha Services and Holdings SA | $0 | 0.00% | 0 | -14,010 | -100.0% | -$1.23万 | 清仓 |