Brand Asset Management Group, Inc.
CHESTERFIELD MO · SEC CIK 0001748766
$4.52亿2026Q2 申报市值
223持仓数
43.7%前十大占比 · 第一大 8.9%
47 / 19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
MTUM 新建仓+$191.44万
DIMENSIONAL ETF 新建仓+$151.04万
DFUV 新建仓+$147.94万
DIMENSIONAL ETF 新建仓+$135.89万
VOO 加仓+$126.18万
2026Q2 卖出最多 按季末市值估算
IEMG 减仓-$185.40万
IJH 减仓-$73.73万
TSLA 减仓-$68.81万
SCHF 减仓-$41.02万
FTI 清仓-$40.09万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $181.99万 | 0.40% | 19,859 | 9,523 | 92.1% | $87.27万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $183.90万 | 0.41% | 8,438 | 370 | 4.6% | $8.06万 | 加仓 |
| MTUM | ISHARES TR | $191.44万 | 0.42% | 5,584 | 5,584 | — | $191.44万 | 新建仓 |
| SCHJ | SCHWAB STRATEGIC TR | $196.66万 | 0.43% | 79,747 | -3,566 | -4.3% | -$8.79万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $199.80万 | 0.44% | 82,769 | -1,653 | -2.0% | -$3.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $213.59万 | 0.47% | 10,675 | 371 | 3.6% | $7.42万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $228.32万 | 0.50% | 32,045 | 7,432 | 30.2% | $52.95万 | 加仓 |
| IWM | ISHARES TR | $238.89万 | 0.53% | 7,951 | 760 | 10.6% | $22.83万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $249.95万 | 0.55% | 3,347 | -8 | -0.2% | -$5,974 | 减仓 |
| VBR | VANGUARD INDEX FDS | $260.17万 | 0.58% | 10,707 | -601 | -5.3% | -$14.60万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $273.72万 | 0.61% | 115,591 | -3,189 | -2.7% | -$7.55万 | 减仓 |
| IWB | ISHARES TR | $289.69万 | 0.64% | 7,074 | -105 | -1.5% | -$4.30万 | 减仓 |
| IEFA | ISHARES TR | $301.32万 | 0.67% | 31,199 | 2,830 | 10.0% | $27.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $311.36万 | 0.69% | 4,533 | 1,837 | 68.1% | $126.18万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $321.84万 | 0.71% | 53,918 | 3,097 | 6.1% | $18.49万 | 加仓 |
| MGC | VANGUARD WORLD FD | $334.65万 | 0.74% | 12,230 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $337.64万 | 0.75% | 34,967 | -731 | -2.0% | -$7.06万 | 减仓 |
| AAPL | APPLE INC | $348.44万 | 0.77% | 12,042 | 372 | 3.2% | $10.76万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $351.48万 | 0.78% | 45,114 | 2,732 | 6.4% | $21.28万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $356.52万 | 0.79% | 41,388 | 1,008 | 2.5% | $8.68万 | 加仓 |
| ILCG | ISHARES TR | $375.83万 | 0.83% | 32,117 | -440 | -1.4% | -$5.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $381.94万 | 0.84% | 32,737 | -1,702 | -4.9% | -$19.86万 | 减仓 |
| MLRG | ISHARES TR | $404.52万 | 0.89% | 39,027 | -133 | -0.3% | -$1.38万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $550.03万 | 1.22% | 162,537 | 4,952 | 3.1% | $16.76万 | 加仓 |
| VB | VANGUARD INDEX FDS | $650.67万 | 1.44% | 21,466 | 253 | 1.2% | $7.67万 | 加仓 |
| IWD | ISHARES TR | $682.95万 | 1.51% | 28,171 | -306 | -1.1% | -$7.42万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $821.61万 | 1.82% | 170,742 | -3,706 | -2.1% | -$17.83万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $942.46万 | 2.08% | 270,744 | -1,075 | -0.4% | -$3.74万 | 减仓 |
| IVV | ISHARES TR | $951.41万 | 2.10% | 12,704 | 487 | 4.0% | $36.47万 | 加仓 |
| SCZ | ISHARES TR | $1,110.22万 | 2.45% | 134,949 | -4,792 | -3.4% | -$39.42万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,190.21万 | 2.63% | 328,242 | -5,832 | -1.7% | -$21.15万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,201.92万 | 2.66% | 332,664 | -7,810 | -2.3% | -$28.22万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,281.18万 | 2.83% | 435,333 | -5,204 | -1.2% | -$15.32万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,370.36万 | 3.03% | 371,674 | -7,954 | -2.1% | -$29.33万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,414.30万 | 3.13% | 133,036 | 1,406 | 1.1% | $14.95万 | 加仓 |
| IWF | ISHARES TR | $1,468.58万 | 3.25% | 118,272 | 32 | 0.0% | $3,973 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,549.20万 | 3.42% | 559,279 | -14,808 | -2.6% | -$41.02万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,587.63万 | 3.51% | 453,219 | 9,041 | 2.0% | $31.67万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,726.87万 | 3.82% | 214,332 | -2,124 | -1.0% | -$17.11万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,839.95万 | 4.07% | 143,960 | 6,378 | 4.6% | $81.52万 | 加仓 |
| IJH | ISHARES TR | $3,509.26万 | 7.76% | 455,097 | -9,562 | -2.1% | -$73.73万 | 减仓 |
| IEMG | ISHARES INC | $4,020.81万 | 8.89% | 485,371 | -22,380 | -4.4% | -$185.40万 | 减仓 |