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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $4,020.81万 | 8.89% | 485,371 | -22,380 | -4.4% | -$185.40万 | 减仓 |
| IJH | ISHARES TR | $3,509.26万 | 7.76% | 455,097 | -9,562 | -2.1% | -$73.73万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,839.95万 | 4.07% | 143,960 | 6,378 | 4.6% | $81.52万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,726.87万 | 3.82% | 214,332 | -2,124 | -1.0% | -$17.11万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,587.63万 | 3.51% | 453,219 | 9,041 | 2.0% | $31.67万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,549.20万 | 3.42% | 559,279 | -14,808 | -2.6% | -$41.02万 | 减仓 |
| IWF | ISHARES TR | $1,468.58万 | 3.25% | 118,272 | 32 | 0.0% | $3,973 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,414.30万 | 3.13% | 133,036 | 1,406 | 1.1% | $14.95万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,370.36万 | 3.03% | 371,674 | -7,954 | -2.1% | -$29.33万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,281.18万 | 2.83% | 435,333 | -5,204 | -1.2% | -$15.32万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,201.92万 | 2.66% | 332,664 | -7,810 | -2.3% | -$28.22万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,190.21万 | 2.63% | 328,242 | -5,832 | -1.7% | -$21.15万 | 减仓 |
| SCZ | ISHARES TR | $1,110.22万 | 2.45% | 134,949 | -4,792 | -3.4% | -$39.42万 | 减仓 |
| IVV | ISHARES TR | $951.41万 | 2.10% | 12,704 | 487 | 4.0% | $36.47万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $942.46万 | 2.08% | 270,744 | -1,075 | -0.4% | -$3.74万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $821.61万 | 1.82% | 170,742 | -3,706 | -2.1% | -$17.83万 | 减仓 |
| IWD | ISHARES TR | $682.95万 | 1.51% | 28,171 | -306 | -1.1% | -$7.42万 | 减仓 |
| VB | VANGUARD INDEX FDS | $650.67万 | 1.44% | 21,466 | 253 | 1.2% | $7.67万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $550.03万 | 1.22% | 162,537 | 4,952 | 3.1% | $16.76万 | 加仓 |
| MLRG | ISHARES TR | $404.52万 | 0.89% | 39,027 | -133 | -0.3% | -$1.38万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $381.94万 | 0.84% | 32,737 | -1,702 | -4.9% | -$19.86万 | 减仓 |
| ILCG | ISHARES TR | $375.83万 | 0.83% | 32,117 | -440 | -1.4% | -$5.15万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $356.52万 | 0.79% | 41,388 | 1,008 | 2.5% | $8.68万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $351.48万 | 0.78% | 45,114 | 2,732 | 6.4% | $21.28万 | 加仓 |
| AAPL | APPLE INC | $348.44万 | 0.77% | 12,042 | 372 | 3.2% | $10.76万 | 加仓 |
| IMCB | ISHARES TR | $337.64万 | 0.75% | 34,967 | -731 | -2.0% | -$7.06万 | 减仓 |
| MGC | VANGUARD WORLD FD | $334.65万 | 0.74% | 12,230 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $321.84万 | 0.71% | 53,918 | 3,097 | 6.1% | $18.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $311.36万 | 0.69% | 4,533 | 1,837 | 68.1% | $126.18万 | 加仓 |
| IEFA | ISHARES TR | $301.32万 | 0.67% | 31,199 | 2,830 | 10.0% | $27.33万 | 加仓 |
| IWB | ISHARES TR | $289.69万 | 0.64% | 7,074 | -105 | -1.5% | -$4.30万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $273.72万 | 0.61% | 115,591 | -3,189 | -2.7% | -$7.55万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $260.17万 | 0.58% | 10,707 | -601 | -5.3% | -$14.60万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $249.95万 | 0.55% | 3,347 | -8 | -0.2% | -$5,974 | 减仓 |
| IWM | ISHARES TR | $238.89万 | 0.53% | 7,951 | 760 | 10.6% | $22.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $228.32万 | 0.50% | 32,045 | 7,432 | 30.2% | $52.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $213.59万 | 0.47% | 10,675 | 371 | 3.6% | $7.42万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $199.80万 | 0.44% | 82,769 | -1,653 | -2.0% | -$3.99万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $196.66万 | 0.43% | 79,747 | -3,566 | -4.3% | -$8.79万 | 减仓 |
| MTUM | ISHARES TR | $191.44万 | 0.42% | 5,584 | 5,584 | — | $191.44万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $183.90万 | 0.41% | 8,438 | 370 | 4.6% | $8.06万 | 加仓 |
| BIL | SPDR SERIES TRUST | $181.99万 | 0.40% | 19,859 | 9,523 | 92.1% | $87.27万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $168.65万 | 0.37% | 54,228 | -767 | -1.4% | -$2.39万 | 减仓 |
| SHYG | ISHARES TR | $168.17万 | 0.37% | 39,652 | -370 | -0.9% | -$1.57万 | 减仓 |
| — | ISHARES TR | $159.46万 | 0.35% | 21,119 | -409 | -1.9% | -$3.09万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $159.43万 | 0.35% | 30,218 | -273 | -0.9% | -$1.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $156.02万 | 0.34% | 4,182 | 109 | 2.7% | $4.07万 | 加仓 |
| GOOGL | ALPHABET INC | $154.56万 | 0.34% | 4,325 | 1,230 | 39.7% | $43.96万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $154.23万 | 0.34% | 4,217 | 252 | 6.4% | $9.22万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $153.98万 | 0.34% | 7,792 | -1,534 | -16.4% | -$30.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $151.04万 | 0.33% | 34,048 | 34,048 | — | $151.04万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $150.01万 | 0.33% | 4,898 | 21 | 0.4% | $6,432 | 加仓 |
| ILCV | ISHARES TR | $148.21万 | 0.33% | 14,639 | -320 | -2.1% | -$3.24万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $147.94万 | 0.33% | 26,893 | 26,893 | — | $147.94万 | 新建仓 |
| XCEM | COLUMBIA ETF TR II | $145.12万 | 0.32% | 27,443 | -1,254 | -4.4% | -$6.63万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $139.15万 | 0.31% | 27,614 | -60 | -0.2% | -$3,023 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $137.02万 | 0.30% | 47,298 | 9,784 | 26.1% | $28.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $135.89万 | 0.30% | 32,564 | 32,564 | — | $135.89万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $131.22万 | 0.29% | 8,360 | 194 | 2.4% | $3.04万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $129.69万 | 0.29% | 26,089 | 95 | 0.4% | $4,722 | 加仓 |
| QQQ | INVESCO QQQ TR | $125.02万 | 0.28% | 1,698 | 11 | 0.7% | $8,099 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.95万 | 0.26% | 2,377 | 31 | 1.3% | $1.55万 | 加仓 |
| IVLU | ISHARES TR | $118.43万 | 0.26% | 28,320 | -2,100 | -6.9% | -$8.78万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $117.58万 | 0.26% | 30,892 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $116.03万 | 0.26% | 11,358 | -35 | -0.3% | -$3,576 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $113.67万 | 0.25% | 21,043 | 10,591 | 101.3% | $57.21万 | 加仓 |
| AVGO | BROADCOM INC | $111.60万 | 0.25% | 2,954 | 7 | 0.2% | $2,645 | 加仓 |
| IWP | ISHARES TR | $106.93万 | 0.24% | 7,303 | -51 | -0.7% | -$7,467 | 减仓 |
| FLOT | ISHARES TR | $106.90万 | 0.24% | 20,940 | -121 | -0.6% | -$6,177 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $105.19万 | 0.23% | 6,856 | 5 | 0.1% | $767 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $104.86万 | 0.23% | 2,523 | -35 | -1.4% | -$1.45万 | 减仓 |
| IVW | ISHARES TR | $99.62万 | 0.22% | 7,243 | 837 | 13.1% | $11.51万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $98.72万 | 0.22% | 5,332 | -39 | -0.7% | -$7,220 | 减仓 |
| AMZN | AMAZON COM INC | $98.55万 | 0.22% | 4,135 | 596 | 16.8% | $14.21万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $97.85万 | 0.22% | 14,484 | -116 | -0.8% | -$7,837 | 减仓 |
| ICSH | ISHARES TR | $94.56万 | 0.21% | 18,695 | 8,005 | 74.9% | $40.49万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $94.04万 | 0.21% | 29,657 | -2,213 | -6.9% | -$7.02万 | 减仓 |
| IXUS | ISHARES TR | $92.43万 | 0.20% | 9,685 | 5,810 | 149.9% | $55.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $92.11万 | 0.20% | 798 | -97 | -10.8% | -$11.20万 | 减仓 |
| MUB | ISHARES TR | $87.93万 | 0.19% | 8,170 | 8,170 | — | $87.93万 | 新建仓 |
| IJJ | ISHARES TR | $86.63万 | 0.19% | 5,864 | 21 | 0.4% | $3,102 | 加仓 |
| SUB | ISHARES TR | $85.27万 | 0.19% | 8,009 | 8,009 | — | $85.27万 | 新建仓 |
| IMCV | ISHARES TR | $84.15万 | 0.19% | 9,209 | -83 | -0.9% | -$7,584 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $83.38万 | 0.18% | 17,762 | 7,843 | 79.1% | $36.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $82.67万 | 0.18% | 2,526 | 68 | 2.8% | $2.23万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $82.54万 | 0.18% | 20,801 | -225 | -1.1% | -$8,928 | 减仓 |
| IWC | ISHARES TR | $82.34万 | 0.18% | 4,116 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $81.59万 | 0.18% | 8,642 | -397 | -4.4% | -$3.75万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $79.97万 | 0.18% | 12,190 | -248 | -2.0% | -$1.63万 | 减仓 |
| EEM | ISHARES TR | $76.94万 | 0.17% | 11,247 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $75.43万 | 0.17% | 6,837 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $75.37万 | 0.17% | 1,792 | -1,636 | -47.7% | -$68.81万 | 减仓 |
| EFA | ISHARES TR | $75.18万 | 0.17% | 7,237 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $75.03万 | 0.17% | 1,144 | -561 | -32.9% | -$36.79万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.17% | 1 | 1 | — | $74.89万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $73.43万 | 0.16% | 15,122 | 806 | 5.6% | $3.91万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $72.83万 | 0.16% | 16,643 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $68.56万 | 0.15% | 11,278 | 19 | 0.2% | $1,155 | 加仓 |
| IWO | ISHARES TR | $68.04万 | 0.15% | 1,727 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $67.81万 | 0.15% | 889 | 30 | 3.5% | $2.29万 | 加仓 |