Brand Asset Management Group, Inc.
CHESTERFIELD MO · SEC CIK 0001748766
$3.85亿2026Q1 申报市值
193持仓数
45.4%前十大占比 · 第一大 9.2%
42 / 20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
IEFA 加仓+$228.47万
SCHV 加仓+$220.32万
VUG 加仓+$207.31万
SCHG 加仓+$178.08万
VONV 加仓+$162.33万
2026Q1 卖出最多 按季末市值估算
QQQM 清仓-$108.50万
QQQ 减仓-$78.85万
SCZ 减仓-$69.20万
SCHH 减仓-$46.04万
IDMO 清仓-$38.37万
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 |
|---|---|---|---|---|---|---|---|---|
| VIOV | VANGUARD ADMIRAL FDS INC | $39.35万 | 0.10% | 3,867 | 3,867 | — | $39.35万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $40.00万 | 0.10% | 473 | 57 | 13.7% | $4.82万 | 加仓 |
| FTI | TECHNIPFMC PLC | $40.09万 | 0.10% | 5,799 | -1,552 | -21.1% | -$10.73万 | 减仓 |
| CSCO | CISCO SYS INC | $40.36万 | 0.10% | 5,202 | 674 | 14.9% | $5.23万 | 加仓 |
| JBL | JABIL INC | $41.01万 | 0.11% | 1,544 | -16 | -1.0% | -$4,250 | 减仓 |
| WMT | WALMART INC | $41.55万 | 0.11% | 3,343 | 1,081 | 47.8% | $13.43万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.23万 | 0.11% | 701 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $43.95万 | 0.11% | 768 | 8 | 1.1% | $4,578 | 加仓 |
| PG | PROCTER & GAMBLE CO | $46.53万 | 0.12% | 3,222 | -344 | -9.6% | -$4.97万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $46.70万 | 0.12% | 9,919 | 2,522 | 34.1% | $11.87万 | 加仓 |
| AEE | AMEREN CORP | $46.76万 | 0.12% | 4,254 | 23 | 0.5% | $2,528 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.00万 | 0.12% | 1,939 | 163 | 9.2% | $3.95万 | 加仓 |
| EMXC | ISHARES INC | $48.79万 | 0.13% | 6,202 | -169 | -2.7% | -$1.33万 | 减仓 |
| IUSB | ISHARES TR | $49.13万 | 0.13% | 10,636 | 3,104 | 41.2% | $14.34万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $50.55万 | 0.13% | 36,659 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $50.99万 | 0.13% | 2,415 | 489 | 25.4% | $10.32万 | 加仓 |
| USB | US BANCORP | $51.19万 | 0.13% | 9,843 | -604 | -5.8% | -$3.14万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $51.22万 | 0.13% | 26,958 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $53.83万 | 0.14% | 7,903 | -485 | -5.8% | -$3.30万 | 减仓 |
| ICSH | ISHARES TR | $54.11万 | 0.14% | 10,690 | -470 | -4.2% | -$2.38万 | 减仓 |
| IWO | ISHARES TR | $54.20万 | 0.14% | 1,727 | 1,727 | — | $54.20万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $54.59万 | 0.14% | 7,413 | 198 | 2.7% | $1.46万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $55.17万 | 0.14% | 10,452 | 4 | 0.0% | $211 | 加仓 |
| PEP | PEPSICO INC | $56.42万 | 0.15% | 3,633 | 396 | 12.2% | $6.15万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $56.45万 | 0.15% | 21,213 | -3,480 | -14.1% | -$9.26万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $57.13万 | 0.15% | 2,612 | -322 | -11.0% | -$7.04万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $63.70万 | 0.17% | 11,259 | 981 | 9.5% | $5.55万 | 加仓 |
| EEM | ISHARES TR | $63.87万 | 0.17% | 11,247 | -69 | -0.6% | -$3,919 | 减仓 |
| ISHG | ISHARES TR | $65.11万 | 0.17% | 8,777 | -401 | -4.4% | -$2.97万 | 减仓 |
| SMH | VANECK ETF TRUST | $65.37万 | 0.17% | 1,705 | 297 | 21.1% | $11.39万 | 加仓 |
| IWC | ISHARES TR | $65.70万 | 0.17% | 4,116 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $66.37万 | 0.17% | 14,316 | -1,065 | -6.9% | -$4.94万 | 减仓 |
| IWR | ISHARES TR | $66.48万 | 0.17% | 6,837 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $69.22万 | 0.18% | 2,558 | 20 | 0.8% | $5,412 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $70.28万 | 0.18% | 16,643 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $70.29万 | 0.18% | 7,237 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $72.18万 | 0.19% | 14,424 | -1,156 | -7.4% | -$5.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $72.30万 | 0.19% | 2,458 | 162 | 7.1% | $4.76万 | 加仓 |
| IVW | ISHARES TR | $72.46万 | 0.19% | 6,406 | 1,270 | 24.7% | $14.37万 | 加仓 |
| AMZN | AMAZON COM INC | $73.71万 | 0.19% | 3,539 | 1,175 | 49.7% | $24.47万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $74.60万 | 0.19% | 12,438 | 76 | 0.6% | $4,558 | 加仓 |
| IAUM | ISHARES GOLD TR | $74.85万 | 0.19% | 16,028 | -1,061 | -6.2% | -$4.95万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $76.53万 | 0.20% | 9,039 | -139 | -1.5% | -$1.18万 | 减仓 |
| IJJ | ISHARES TR | $77.42万 | 0.20% | 5,843 | 5,843 | — | $77.42万 | 新建仓 |
| IMCV | ISHARES TR | $78.78万 | 0.20% | 9,292 | -346 | -3.6% | -$2.93万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $80.45万 | 0.21% | 21,026 | -1,272 | -5.7% | -$4.87万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $84.51万 | 0.22% | 5,371 | 5,371 | — | $84.51万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $85.26万 | 0.22% | 6,851 | 6,851 | — | $85.26万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $86.46万 | 0.22% | 14,600 | -572 | -3.8% | -$3.39万 | 减仓 |
| GOOGL | ALPHABET INC | $89.00万 | 0.23% | 3,095 | 795 | 34.6% | $22.86万 | 加仓 |
| AVGO | BROADCOM INC | $91.22万 | 0.24% | 2,947 | 671 | 29.5% | $20.77万 | 加仓 |
| IWP | ISHARES TR | $94.22万 | 0.25% | 7,354 | 7,354 | — | $94.22万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $94.72万 | 0.25% | 10,336 | 10,336 | — | $94.72万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $97.38万 | 0.25% | 1,687 | -1,366 | -44.7% | -$78.85万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $97.78万 | 0.25% | 31,870 | 1,643 | 5.4% | $5.04万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $99.71万 | 0.26% | 37,514 | 29,853 | 389.7% | $79.35万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $100.18万 | 0.26% | 30,892 | -785 | -2.5% | -$2.55万 | 减仓 |
| FLOT | ISHARES TR | $107.31万 | 0.28% | 21,061 | -2,612 | -11.0% | -$13.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $112.40万 | 0.29% | 2,346 | 259 | 12.4% | $12.41万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $112.96万 | 0.29% | 8,166 | -1,975 | -19.5% | -$27.32万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $117.11万 | 0.30% | 28,697 | -2,755 | -8.8% | -$11.24万 | 减仓 |
| STIP | ISHARES TR | $117.84万 | 0.31% | 11,393 | -1,541 | -11.9% | -$15.94万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $118.98万 | 0.31% | 25,994 | -753 | -2.8% | -$3.45万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $119.85万 | 0.31% | 3,965 | 3,965 | — | $119.85万 | 新建仓 |
| IVLU | ISHARES TR | $120.71万 | 0.31% | 30,420 | -2,551 | -7.7% | -$10.12万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $125.51万 | 0.33% | 4,877 | 4,877 | — | $125.51万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $126.33万 | 0.33% | 27,674 | 116 | 0.4% | $5,295 | 加仓 |
| TSLA | TESLA INC | $127.44万 | 0.33% | 3,428 | 2,650 | 340.6% | $98.51万 | 加仓 |
| ILCV | ISHARES TR | $139.33万 | 0.36% | 14,959 | -56 | -0.4% | -$5,216 | 减仓 |
| — | ISHARES TR | $140.13万 | 0.36% | 21,528 | -1,325 | -5.8% | -$8.62万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $149.19万 | 0.39% | 30,491 | 108 | 0.4% | $5,285 | 加仓 |
| MSFT | MICROSOFT CORP | $150.77万 | 0.39% | 4,073 | 633 | 18.4% | $23.43万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $153.16万 | 0.40% | 54,995 | -1,356 | -2.4% | -$3.78万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $157.72万 | 0.41% | 24,613 | 134 | 0.5% | $8,587 | 加仓 |
| VTV | VANGUARD INDEX FDS | $158.30万 | 0.41% | 8,068 | 5,542 | 219.4% | $108.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $161.12万 | 0.42% | 2,696 | 1,068 | 65.6% | $63.83万 | 加仓 |
| SHYG | ISHARES TR | $169.33万 | 0.44% | 40,022 | -3,593 | -8.2% | -$15.20万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $171.86万 | 0.45% | 9,326 | 7,448 | 396.6% | $137.25万 | 加仓 |
| IWM | ISHARES TR | $178.34万 | 0.46% | 7,191 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $179.70万 | 0.47% | 10,304 | 2,322 | 29.1% | $40.49万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $204.89万 | 0.53% | 84,422 | -9,497 | -10.1% | -$23.05万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $205.99万 | 0.54% | 83,313 | -756 | -0.9% | -$1.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $218.20万 | 0.57% | 3,355 | -53 | -1.6% | -$3.45万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $245.67万 | 0.64% | 11,308 | 4,633 | 69.4% | $100.65万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $255.26万 | 0.66% | 118,780 | -21,422 | -15.3% | -$46.04万 | 减仓 |
| IWB | ISHARES TR | $255.98万 | 0.67% | 7,179 | -45 | -0.6% | -$1.60万 | 减仓 |
| IEFA | ISHARES TR | $256.83万 | 0.67% | 28,369 | 25,237 | 805.8% | $228.47万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $274.69万 | 0.71% | 50,821 | -701 | -1.4% | -$3.79万 | 减仓 |
| MGC | VANGUARD WORLD FD | $289.06万 | 0.75% | 12,230 | -1,333 | -9.8% | -$31.51万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $293.97万 | 0.76% | 6,730 | 4,746 | 239.2% | $207.31万 | 加仓 |
| AAPL | APPLE INC | $296.18万 | 0.77% | 11,670 | 2,033 | 21.1% | $51.60万 | 加仓 |
| IMCB | ISHARES TR | $297.83万 | 0.77% | 35,698 | -382 | -1.1% | -$3.19万 | 减仓 |
| ILCG | ISHARES TR | $310.86万 | 0.81% | 32,557 | -819 | -2.5% | -$7.82万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $332.31万 | 0.86% | 42,382 | -1,298 | -3.0% | -$10.18万 | 减仓 |
| MLRG | ISHARES TR | $351.89万 | 0.92% | 39,160 | -792 | -2.0% | -$7.12万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $459.05万 | 1.19% | 157,585 | 61,133 | 63.4% | $178.08万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $503.77万 | 1.31% | 34,439 | 1,638 | 5.0% | $23.96万 | 加仓 |
| VB | VANGUARD INDEX FDS | $555.62万 | 1.44% | 21,213 | 1,921 | 10.0% | $50.32万 | 加仓 |
| IWD | ISHARES TR | $608.46万 | 1.58% | 28,477 | -106 | -0.4% | -$2.26万 | 减仓 |
| IVV | ISHARES TR | $798.01万 | 2.08% | 12,217 | 898 | 7.9% | $58.66万 | 加仓 |