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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $8,540.60万 | 16.40% | 295,154 | 4,029 | 1.4% | $116.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,913.60万 | 11.36% | 118,180 | 500 | 0.4% | $25.02万 | 加仓 |
| AMZN | AMAZON COM INC | $4,826.20万 | 9.27% | 202,492 | -858 | -0.4% | -$20.45万 | 减仓 |
| GOOG | ALPHABET INC | $3,274.50万 | 6.29% | 92,676 | -393 | -0.4% | -$13.89万 | 减仓 |
| TSLA | TESLA INC | $2,247.50万 | 4.32% | 53,435 | 810 | 1.5% | $34.07万 | 加仓 |
| GE | GE AEROSPACE | $2,188.90万 | 4.20% | 58,570 | 23 | 0.0% | $8,596 | 加仓 |
| ASML | ASML HLDG NV | $1,891.90万 | 3.63% | 9,510 | -82 | -0.9% | -$16.31万 | 减仓 |
| USB | US BANCORP | $1,316.10万 | 2.53% | 217,900 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1,304.70万 | 2.51% | 23,162 | 35 | 0.2% | $1.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,277.40万 | 2.45% | 63,841 | 155 | 0.2% | $3.10万 | 加仓 |
| GEV | GE VERNOVA INC | $1,155.40万 | 2.22% | 9,834 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,133.90万 | 2.18% | 30,398 | -576 | -1.9% | -$21.49万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,032.10万 | 1.98% | 8,942 | 400 | 4.7% | $46.17万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $974.00万 | 1.87% | 64,063 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $935.20万 | 1.80% | 97,708 | -163 | -0.2% | -$1.56万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $827.80万 | 1.59% | 69,972 | 302 | 0.4% | $3.57万 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $826.70万 | 1.59% | 25,257 | -745 | -2.9% | -$24.38万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $655.30万 | 1.26% | 6,479 | 19 | 0.3% | $1.92万 | 加仓 |
| CAT | CATERPILLAR INC | $609.10万 | 1.17% | 5,719 | -22 | -0.4% | -$2.34万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $561.30万 | 1.08% | 374,920 | -4,925 | -1.3% | -$7.37万 | 减仓 |
| JNJ | JOHNSON &JOHNSON | $478.90万 | 0.92% | 18,858 | -104 | -0.5% | -$2.64万 | 减仓 |
| MS | MORGAN STANLEY | $471.00万 | 0.90% | 22,533 | 101 | 0.5% | $2.11万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $460.20万 | 0.88% | 125,180 | 1,598 | 1.3% | $5.87万 | 加仓 |
| TFC | TRUIST FINL CORP | $430.30万 | 0.83% | 86,379 | 15 | 0.0% | $747 | 加仓 |
| COIN | COINBASE GLOBAL INC | $410.10万 | 0.79% | 28,055 | 28,055 | — | $410.10万 | 新建仓 |
| WMT | WALMART INC | $391.40万 | 0.75% | 34,558 | 129 | 0.4% | $1.46万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $347.50万 | 0.67% | 134,163 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $329.80万 | 0.63% | 6,905 | 3 | 0.0% | $1,433 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $328.70万 | 0.63% | 64,380 | -999 | -1.5% | -$5.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $314.30万 | 0.60% | 3,360 | 1 | 0.0% | $935 | 加仓 |
| AMGN | AMGEN INC | $302.40万 | 0.58% | 8,350 | 20 | 0.2% | $7,243 | 加仓 |
| HD | HOME DEPOT INC | $260.40万 | 0.50% | 7,384 | 1,910 | 34.9% | $67.36万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $254.50万 | 0.49% | 76,543 | 157 | 0.2% | $5,220 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $247.20万 | 0.47% | 24,508 | -59,904 | -71.0% | -$604.22万 | 减仓 |
| GOOGL | ALPHABET INC | $240.50万 | 0.46% | 6,729 | -103 | -1.5% | -$3.68万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $228.30万 | 0.44% | 89,030 | -1,170 | -1.3% | -$3.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $224.70万 | 0.43% | 3,010 | 9 | 0.3% | $6,719 | 加仓 |
| CBL | CBL &ASSOC PPTYS INC | $205.50万 | 0.39% | 38,711 | 0 | 0.0% | — | 不变 |
| MRK | MERCK &CO INC | $196.00万 | 0.38% | 15,254 | 17 | 0.1% | $2,184 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $192.50万 | 0.37% | 30,073 | 10 | 0.0% | $640 | 加仓 |
| KO | COCA COLA CO | $173.20万 | 0.33% | 21,307 | -2 | -0.0% | -$163 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $172.40万 | 0.33% | 8,100 | 75 | 0.9% | $1.60万 | 加仓 |
| LLY | ELI LILLY &CO | $172.00万 | 0.33% | 1,434 | 15 | 1.1% | $1.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $163.80万 | 0.31% | 2,225 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME &MINERALS I | $157.00万 | 0.30% | 15,000 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.80万 | 0.29% | 2 | 0 | 0.0% | — | 不变 |
| HSTM | HEALTHSTREAM INC | $143.70万 | 0.28% | 52,738 | -5,000 | -8.7% | -$13.62万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $128.80万 | 0.25% | 11,985 | -6,876 | -36.5% | -$73.89万 | 减仓 |
| MSTR | STRATEGY INC | $123.80万 | 0.24% | 14,239 | 4,047 | 39.7% | $35.19万 | 加仓 |
| ABBV | ABBVIE INC | $104.50万 | 0.20% | 4,149 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $98.70万 | 0.19% | 1,890 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $97.60万 | 0.19% | 5,122 | -4 | -0.1% | -$762 | 减仓 |
| V | VISA INC | $92.70万 | 0.18% | 2,701 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $91.50万 | 0.18% | 3,377 | -957 | -22.1% | -$25.93万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $87.20万 | 0.17% | 3,686 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $83.80万 | 0.16% | 7,138 | 7 | 0.1% | $822 | 加仓 |
| ESLT | ELBIT SYS LTD | $81.10万 | 0.16% | 1,069 | 0 | 0.0% | — | 重新持有 |
| CLSK | CLEANSPARK INC | $77.70万 | 0.15% | 53,400 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $75.20万 | 0.14% | 1,295 | -531 | -29.1% | -$30.83万 | 减仓 |
| CVX | CHEVRON CORPORATION | $73.90万 | 0.14% | 4,459 | -1,332 | -23.0% | -$22.08万 | 减仓 |
| IEFA | ISHARES TR | $71.10万 | 0.14% | 7,363 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.30万 | 0.13% | 2,465 | 1 | 0.0% | $281 | 加仓 |
| BA | BOEING CO | $64.70万 | 0.12% | 2,990 | -3,445 | -53.5% | -$74.55万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $64.20万 | 0.12% | 8,182 | 19 | 0.2% | $1,491 | 加仓 |
| IVV | ISHARES TR | $63.50万 | 0.12% | 848 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $60.30万 | 0.12% | 309 | 309 | — | $60.30万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $60.10万 | 0.12% | 1,761 | 39 | 2.3% | $1.33万 | 加仓 |
| WM | WASTE MGMT INC DEL | $59.50万 | 0.11% | 2,669 | 160 | 6.4% | $3.57万 | 加仓 |
| VO | VANGUARD INDEX FDS | $56.80万 | 0.11% | 7,044 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $55.00万 | 0.11% | 41,311 | 8,700 | 26.7% | $11.58万 | 加仓 |
| GPN | GLOBAL PMTS INC | $52.10万 | 0.10% | 7,183 | -400 | -5.3% | -$2.90万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $51.30万 | 0.10% | 4,055 | 7 | 0.2% | $886 | 加仓 |
| MARA | MARA HOLDINGS INC | $47.70万 | 0.09% | 34,354 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $47.40万 | 0.09% | 1,391 | -50 | -3.5% | -$1.70万 | 减仓 |
| STM | STMICROELECTRONICS N V | $47.20万 | 0.09% | 6,302 | 13 | 0.2% | $974 | 加仓 |
| ET | ENERGY TRANSFER L P | $46.50万 | 0.09% | 24,340 | 9 | 0.0% | $172 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.10万 | 0.08% | 3,782 | -125 | -3.2% | -$1.46万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $44.10万 | 0.08% | 5,026 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $42.80万 | 0.08% | 14,053 | 99 | 0.7% | $3,015 | 加仓 |
| RTX | RTX CORPORATION | $42.50万 | 0.08% | 2,240 | 5 | 0.2% | $949 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $42.00万 | 0.08% | 7,289 | 15 | 0.2% | $864 | 加仓 |
| DIS | DISNEY WALT CO | $38.10万 | 0.07% | 3,958 | 10 | 0.3% | $963 | 加仓 |
| MCK | MCKESSON CORP | $37.50万 | 0.07% | 497 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $37.20万 | 0.07% | 2,180 | 2,180 | — | $37.20万 | 新建仓 |
| — | EXXON MOBIL CORP | $36.30万 | 0.07% | 2,652 | -5 | -0.2% | -$684 | 减仓 |
| ASTE | ASTEC INDS INC | $32.60万 | 0.06% | 5,334 | 4 | 0.1% | $244 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $32.40万 | 0.06% | 4,487 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $31.90万 | 0.06% | 3,856 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $30.60万 | 0.06% | 2,138 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $30.10万 | 0.06% | 1,106 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $29.30万 | 0.06% | 3,559 | -75 | -2.1% | -$6,174 | 减仓 |
| AVGO | BROADCOM INC | $28.40万 | 0.05% | 753 | 58 | 8.3% | $2.19万 | 重新持有 |
| FNCL | FIDELITY COVINGTON TRUST | $28.00万 | 0.05% | 3,659 | 8 | 0.2% | $612 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $27.60万 | 0.05% | 815 | 100 | 14.0% | $3.39万 | 加仓 |
| MPC | MARATHON PETE CORP | $26.00万 | 0.05% | 1,018 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $26.00万 | 0.05% | 1,755 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $25.50万 | 0.05% | 1,821 | 78 | 4.5% | $1.09万 | 重新持有 |
| PG | PROCTER &GAMBLE CO | $24.40万 | 0.05% | 1,662 | 8 | 0.5% | $1,174 | 加仓 |
| PRK | PARK NATL CORP | $24.00万 | 0.05% | 1,313 | -328 | -20.0% | -$6.00万 | 减仓 |
| VGT | VANGUARD WORLD FD | $23.70万 | 0.05% | 1,983 | 1,983 | — | $23.70万 | 新建仓 |