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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | Vanguard Short-Term Treasury ETF | $4,078.08万 | 6.45% | 696,632 | 23,593 | 3.5% | $138.11万 | 加仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $3,563.61万 | 5.64% | 449,553 | 10,701 | 2.4% | $84.83万 | 加仓 |
| AAPL | Apple Computer Inc | $3,055.82万 | 4.84% | 120,408 | -1,962 | -1.6% | -$49.79万 | 减仓 |
| MSFT | Microsoft Corp | $2,286.07万 | 3.62% | 61,757 | 707 | 1.2% | $26.17万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets | $2,214.98万 | 3.51% | 345,658 | 5,060 | 1.5% | $32.42万 | 加仓 |
| BIV | Vanguard Intermediate Term Bond | $2,164.99万 | 3.43% | 280,512 | 5,743 | 2.1% | $44.32万 | 加仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $2,126.21万 | 3.36% | 451,616 | 6,292 | 1.4% | $29.62万 | 加仓 |
| TPL | Texas Pacific Land Trust | $1,591.38万 | 2.52% | 33,534 | -622 | -1.8% | -$29.52万 | 减仓 |
| STIP | Ishares 0-5 Year Tips | $1,484.44万 | 2.35% | 143,521 | 5,240 | 3.8% | $54.20万 | 加仓 |
| GOOG | Google Inc Class C | $1,289.61万 | 2.04% | 44,956 | -298 | -0.7% | -$8.55万 | 减仓 |
| ASML | A S M L Holding Nv | $1,204.99万 | 1.91% | 9,123 | -233 | -2.5% | -$30.78万 | 减仓 |
| QUS | SPDR@ MSCI USA StrategicFactors ETF | $1,198.26万 | 1.90% | 69,812 | 2,138 | 3.2% | $36.70万 | 加仓 |
| SCHX | Schwab US LargeCap ETF | $1,192.39万 | 1.89% | 465,050 | 15,515 | 3.5% | $39.78万 | 加仓 |
| COST | Costco Whsl Corp New | $1,191.59万 | 1.89% | 11,959 | -61 | -0.5% | -$6.08万 | 减仓 |
| JPM | J P Morgan Chase & Co | $1,187.14万 | 1.88% | 40,357 | 65 | 0.2% | $1.91万 | 加仓 |
| JPEM | JPMorgan Emerging Markets ETF | $1,183.12万 | 1.87% | 190,437 | 3,965 | 2.1% | $24.63万 | 加仓 |
| V | Visa Inc. | $1,165.22万 | 1.84% | 38,553 | 355 | 0.9% | $10.73万 | 加仓 |
| MA | Mastercard Inc | $1,162.22万 | 1.84% | 23,260 | 200 | 0.9% | $9.99万 | 加仓 |
| VTI | Vanguard Total Stock Mkt Fd | $1,075.22万 | 1.70% | 33,516 | 118 | 0.4% | $3.79万 | 加仓 |
| GE | General Electric Company | $1,034.40万 | 1.64% | 36,452 | -416 | -1.1% | -$11.80万 | 减仓 |
| JNJ | Johnson & Johnson | $1,016.61万 | 1.61% | 41,589 | -190 | -0.5% | -$4.64万 | 减仓 |
| ABBV | AbbVie Inc Com | $951.48万 | 1.51% | 43,748 | -241 | -0.5% | -$5.24万 | 减仓 |
| NOC | Northrop Grumman Corp | $942.18万 | 1.49% | 13,810 | -136 | -1.0% | -$9.28万 | 减仓 |
| PM | Philip Morris International | $900.63万 | 1.43% | 54,471 | -1,049 | -1.9% | -$17.34万 | 减仓 |
| SCHM | Schwab US MidCap ETF | $856.87万 | 1.36% | 276,768 | 7,755 | 2.9% | $24.01万 | 加仓 |
| GOOGL | Google Inc Class A | $830.51万 | 1.31% | 28,881 | -821 | -2.8% | -$23.61万 | 减仓 |
| IJR | iShares S&P SmallCap 600 Idx | $829.07万 | 1.31% | 66,693 | 354 | 0.5% | $4.40万 | 加仓 |
| HD | Home Depot Inc | $818.72万 | 1.30% | 24,893 | -165 | -0.7% | -$5.43万 | 减仓 |
| META | Meta Platforms Inc Class A | $796.90万 | 1.26% | 13,929 | 70 | 0.5% | $4.00万 | 加仓 |
| INTU | Intuit | $779.85万 | 1.23% | 18,036 | 1,992 | 12.4% | $86.13万 | 加仓 |
| BLK | BlackRock Inc | $776.52万 | 1.23% | 8,074 | -4 | -0.0% | -$3,847 | 减仓 |
| BR | Broadridge Financial Solutions, Inc. | $764.17万 | 1.21% | 47,032 | 5,428 | 13.0% | $88.19万 | 加仓 |
| MAR | Marriott Intl Inc Cl A | $749.76万 | 1.19% | 22,924 | -135 | -0.6% | -$4.42万 | 减仓 |
| SPGI | S&P Global Inc Com | $705.28万 | 1.12% | 16,582 | 3,423 | 26.0% | $145.59万 | 加仓 |
| MCD | Mc Donalds Corp | $704.42万 | 1.11% | 22,665 | 20 | 0.1% | $6,216 | 加仓 |
| UNP | Union Pacific Corp | $699.52万 | 1.11% | 28,832 | 227 | 0.8% | $5.51万 | 加仓 |
| SDY | SPDR S&P Dividend | $664.29万 | 1.05% | 45,518 | 667 | 1.5% | $9.73万 | 加仓 |
| PAYX | Paychex Inc | $650.95万 | 1.03% | 70,663 | 22,674 | 47.2% | $208.87万 | 加仓 |
| ICE | IntrcontinentalExchange | $649.28万 | 1.03% | 41,282 | 8,390 | 25.5% | $131.96万 | 加仓 |
| XLK | Technology Select SPDR Fd | $570.89万 | 0.90% | 42,956 | 1,261 | 3.0% | $16.76万 | 加仓 |
| QUAL | iShares Edge MSCI USA Quality Factor ETF | $568.89万 | 0.90% | 29,659 | 820 | 2.8% | $15.73万 | 加仓 |
| AMZN | Amazon.com Inc. | $494.51万 | 0.78% | 23,744 | -40 | -0.2% | -$8,331 | 减仓 |
| DPZ | Domino s Pizza Inc | $490.54万 | 0.78% | 13,672 | 411 | 3.1% | $14.75万 | 加仓 |
| LLY | Lilly Eli & Company | $468.65万 | 0.74% | 5,095 | 23 | 0.5% | $2.12万 | 加仓 |
| PEP | Pepsico Incorporated | $441.77万 | 0.70% | 28,448 | -1,061 | -3.6% | -$16.48万 | 减仓 |
| NVDA | Nvidia Corp | $433.41万 | 0.69% | 24,851 | -4,181 | -14.4% | -$72.92万 | 减仓 |
| SPYV | Spdr S&P 500 Value Etf | $423.79万 | 0.67% | 74,901 | 569 | 0.8% | $3.22万 | 加仓 |
| QCOM | Qualcomm Inc | $399.42万 | 0.63% | 31,016 | -204 | -0.7% | -$2.63万 | 减仓 |
| IDV | iShares DJ International Select Div Index | $375.44万 | 0.59% | 88,215 | -4,258 | -4.6% | -$18.12万 | 减仓 |
| BRK/B | Berkshire Hathaway B | $341.57万 | 0.54% | 7,128 | -325 | -4.4% | -$15.57万 | 减仓 |
| — | Honeywell International | $302.53万 | 0.48% | 13,384 | 11,354 | 559.3% | $256.64万 | 加仓 |
| WFC | Wells Fargo & Co. | $295.40万 | 0.47% | 37,106 | -75 | -0.2% | -$5,971 | 减仓 |
| AMAT | Applied Materials Inc | $294.52万 | 0.47% | 8,617 | -1,116 | -11.5% | -$38.14万 | 减仓 |
| VO | Vanguard CRSP US Mid Cap Index | $281.90万 | 0.45% | 9,816 | -15 | -0.2% | -$4,308 | 减仓 |
| LNG | Cheniere Energy Inc New | $246.79万 | 0.39% | 8,697 | -195 | -2.2% | -$5.53万 | 减仓 |
| QQQ | PowerShares QQQ Trust | $221.07万 | 0.35% | 3,830 | -87 | -2.2% | -$5.02万 | 减仓 |
| NXPI | Nxp Semiconductors | $166.96万 | 0.26% | 8,481 | -283 | -3.2% | -$5.57万 | 减仓 |
| AVGO | Broadcom Ltd | $147.28万 | 0.23% | 4,759 | 53 | 1.1% | $1.64万 | 加仓 |
| SLQD | iShares 0-5 Year Invmt Grade Corp Bd ETF | $133.15万 | 0.21% | 26,371 | -6 | -0.0% | -$303 | 减仓 |
| NSC | Norfolk Southern Corp | $130.85万 | 0.21% | 4,559 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments Inc | $124.17万 | 0.20% | 6,396 | -15 | -0.2% | -$2,912 | 减仓 |
| SCHW | The Charles Schwab Corp | $121.18万 | 0.19% | 12,894 | -10 | -0.1% | -$940 | 减仓 |
| COF | Capital One Financial Cp | $118.51万 | 0.19% | 6,496 | -177 | -2.7% | -$3.23万 | 减仓 |
| ULTA | Ulta Cosmetics & Fragrances | $116.41万 | 0.18% | 2,227 | -129 | -5.5% | -$6.74万 | 减仓 |
| LMT | Lockheed Martin Corp | $112.38万 | 0.18% | 1,859 | -72 | -3.7% | -$4.35万 | 减仓 |
| CDNS | Cadence Design Systems Inc | $112.31万 | 0.18% | 4,042 | 1,573 | 63.7% | $43.71万 | 加仓 |
| VV | Vanguard Large-Cap ETF | $111.93万 | 0.18% | 3,745 | -116 | -3.0% | -$3.47万 | 减仓 |
| JNK | SPDR Barclays Capital High Yield Bond | $105.29万 | 0.17% | 11,000 | 11,000 | — | $105.29万 | 新建仓 |
| UBER | Uber Technologies Inc | $104.85万 | 0.17% | 14,577 | 2,758 | 23.3% | $19.84万 | 加仓 |
| BAC | Bank Of America Corp | $101.58万 | 0.16% | 20,836 | -1,087 | -5.0% | -$5.30万 | 减仓 |
| VONG | Vanguard Russell 1000 Growth ETF | $98.66万 | 0.16% | 8,994 | -253 | -2.7% | -$2.78万 | 减仓 |
| SPY | SPDR S&P Dep Rcpt | $94.50万 | 0.15% | 1,453 | -139 | -8.7% | -$9.04万 | 减仓 |
| PANW | Palo Alto Networks Inc | $93.32万 | 0.15% | 5,821 | -169 | -2.8% | -$2.71万 | 减仓 |
| VTV | Vanguard Value ETF | $91.62万 | 0.14% | 4,670 | 14 | 0.3% | $2,747 | 加仓 |
| — | Exxon Mobil Corporation | $89.89万 | 0.14% | 5,298 | -330 | -5.9% | -$5.60万 | 减仓 |
| MDY | S&P MidCap 400 SPDRs | $89.55万 | 0.14% | 1,452 | -58 | -3.8% | -$3.58万 | 减仓 |
| CSCO | Cisco Systems Inc | $89.37万 | 0.14% | 11,518 | -476 | -4.0% | -$3.69万 | 减仓 |
| SBUX | Starbucks Corp | $89.20万 | 0.14% | 9,957 | 201 | 2.1% | $1.80万 | 加仓 |
| VB | Vanguard Small Cap | $88.96万 | 0.14% | 3,396 | -11 | -0.3% | -$2,882 | 减仓 |
| VBR | Vanguard SmCap Value ETF | $85.84万 | 0.14% | 3,951 | -8 | -0.2% | -$1,738 | 减仓 |
| QQQM | Invesco NASDAQ 100 ETF | $85.50万 | 0.14% | 3,598 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $84.12万 | 0.13% | 1,187 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology Inc | $83.82万 | 0.13% | 2,481 | 8 | 0.3% | $2,703 | 加仓 |
| SGOL | Aberdeen Swiss Gold Trust | $82.61万 | 0.13% | 18,513 | 390 | 2.2% | $1.74万 | 加仓 |
| TSM | Taiwan Semiconductor Inc | $75.70万 | 0.12% | 2,240 | -3 | -0.1% | -$1,014 | 减仓 |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $75.26万 | 0.12% | 9,833 | -176 | -1.8% | -$1.35万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc A | $71.81万 | 0.11% | 1 | 0 | 0.0% | — | 不变 |
| VT | Vanguard Total World Stock | $70.68万 | 0.11% | 5,110 | 0 | 0.0% | — | 不变 |
| — | First National of Nebraska Inc | $67.66万 | 0.11% | 41 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group | $67.29万 | 0.11% | 2,487 | -143 | -5.4% | -$3.87万 | 减仓 |
| IJH | iShares S&P MidCap 400 Idx | $64.47万 | 0.10% | 9,546 | -390 | -3.9% | -$2.63万 | 减仓 |
| YUM | Yum Brands Inc | $64.42万 | 0.10% | 4,143 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Apprciation Index | $64.33万 | 0.10% | 2,991 | -10 | -0.3% | -$2,151 | 减仓 |
| TGT | Target Corporation | $61.02万 | 0.10% | 5,034 | 193 | 4.0% | $2.34万 | 加仓 |
| IWF | iShares Russell 1000 Growth Idx | $59.73万 | 0.09% | 1,401 | -44 | -3.0% | -$1.88万 | 减仓 |
| EPD | Enterprise Prd Prtnrs Lp | $59.49万 | 0.09% | 15,722 | -4,326 | -21.6% | -$16.37万 | 减仓 |
| TJX | T J X Cos Inc | $58.32万 | 0.09% | 3,652 | 0 | 0.0% | — | 不变 |
| JEPI | JPMorgan Equity Premium Income ETF | $57.75万 | 0.09% | 10,189 | -32 | -0.3% | -$1,814 | 减仓 |
| TSLA | Tesla Motors Inc | $56.69万 | 0.09% | 1,525 | 49 | 3.3% | $1.82万 | 加仓 |
| FICO | Fair Isaac Corp | $55.94万 | 0.09% | 524 | 62 | 13.4% | $6.62万 | 加仓 |