AM INVESTMENT STRATEGIES LLC
CHATTANOOGA TN · SEC CIK 0001818897
$5.21亿2026Q2 申报市值
114持仓数
63.0%前十大占比 · 第一大 16.4%
9 / 9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
COIN 新建仓+$410.10万
AAPL 加仓+$116.58万
HD 加仓+$67.36万
MKL 新建仓+$60.30万
MU 加仓+$46.17万
2026Q2 卖出最多 按季末市值估算
PNFP 减仓-$604.22万
HUT 清仓-$182.90万
STWD 清仓-$126.90万
STT 清仓-$81.40万
BA 减仓-$74.55万
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 |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | $460.20万 | 0.88% | 125,180 | 1,598 | 1.3% | $5.87万 | 加仓 |
| MS | MORGAN STANLEY | $471.00万 | 0.90% | 22,533 | 101 | 0.5% | $2.11万 | 加仓 |
| JNJ | JOHNSON &JOHNSON | $478.90万 | 0.92% | 18,858 | -104 | -0.5% | -$2.64万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $561.30万 | 1.08% | 374,920 | -4,925 | -1.3% | -$7.37万 | 减仓 |
| CAT | CATERPILLAR INC | $609.10万 | 1.17% | 5,719 | -22 | -0.4% | -$2.34万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $655.30万 | 1.26% | 6,479 | 19 | 0.3% | $1.92万 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $826.70万 | 1.59% | 25,257 | -745 | -2.9% | -$24.38万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $827.80万 | 1.59% | 69,972 | 302 | 0.4% | $3.57万 | 加仓 |
| SO | SOUTHERN CO | $935.20万 | 1.80% | 97,708 | -163 | -0.2% | -$1.56万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $974.00万 | 1.87% | 64,063 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1,032.10万 | 1.98% | 8,942 | 400 | 4.7% | $46.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,133.90万 | 2.18% | 30,398 | -576 | -1.9% | -$21.49万 | 减仓 |
| GEV | GE VERNOVA INC | $1,155.40万 | 2.22% | 9,834 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,277.40万 | 2.45% | 63,841 | 155 | 0.2% | $3.10万 | 加仓 |
| META | META PLATFORMS INC | $1,304.70万 | 2.51% | 23,162 | 35 | 0.2% | $1.97万 | 加仓 |
| USB | US BANCORP | $1,316.10万 | 2.53% | 217,900 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $1,891.90万 | 3.63% | 9,510 | -82 | -0.9% | -$16.31万 | 减仓 |
| GE | GE AEROSPACE | $2,188.90万 | 4.20% | 58,570 | 23 | 0.0% | $8,596 | 加仓 |
| TSLA | TESLA INC | $2,247.50万 | 4.32% | 53,435 | 810 | 1.5% | $34.07万 | 加仓 |
| GOOG | ALPHABET INC | $3,274.50万 | 6.29% | 92,676 | -393 | -0.4% | -$13.89万 | 减仓 |
| AMZN | AMAZON COM INC | $4,826.20万 | 9.27% | 202,492 | -858 | -0.4% | -$20.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,913.60万 | 11.36% | 118,180 | 500 | 0.4% | $25.02万 | 加仓 |
| AAPL | APPLE INC | $8,540.60万 | 16.40% | 295,154 | 4,029 | 1.4% | $116.58万 | 加仓 |