American Money Management, LLC
CIK 1600085 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $700.2M
- 持仓
- 174
- 截至
- 2026年6月30日
按 13F 价值排名第 3080（共 9443） · 前 32.6%
投资组合价值同比（季度）：+10.8% 13F不披露现金
- 前十大持仓权重
- 36.86%
- 前二十五大持仓权重
- 62.93%
- 持仓高于 1%
- 35
- 有效持仓数量
- 44.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.04% 估计买入 $44674437 · 卖出 $20217732
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 82.9% 仍持有
- 新仓位
- 18
- 增加
- 47
- 减少
- 82
- 已结清
- 11
本页内容
行业细分
Technology
18.2%
Financial Services
7.0%
Industrials
6.9%
Communication Services
5.5%
Healthcare
4.5%
Retail
4.1%
Consumer Discretionary
3.0%
Energy
2.6%
Financials
2.4%
Consumer Staples
1.5%
Communications
0.2%
Consumer products
0.0%
Utilities
0.0%
其他/未映射
44.0%
完整投资组合 174 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VGSH Vanguard Short-Term Treasury ETF | $41728643 | 5.96% | 716987 | $947806 | 上涨 ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $38353749 | 5.48% | 485306 | $2717660 | 上涨 ×6 | ||
| AAPL Apple Inc. - Common Stock | $34967746 | 4.99% | 120845 | $4409508 | 上涨 ×1 | ||
| VEA | $25332938 | 3.62% | 355550 | $3183174 | 上涨 ×3 | ||
| BIV | $22127207 | 3.16% | 288490 | $477290 | 上涨 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $22024445 | 3.15% | 59044 | $-836265 | 下跌 ×1 | ||
| JCPB | $21845407 | 3.12% | 465390 | $583326 | 上涨 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $19485050 | 2.78% | 55147 | $6588989 | 上涨 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $17439431 | 2.49% | 8766 | $5389499 | 下跌 ×2 | ||
| STIP | $14741206 | 2.11% | 144295 | $-103167 | 上涨 ×6 | ||
| TPL Texas Pacific Land Corporation Common Stock | $14314736 | 2.04% | 32709 | $-1599103 | 下跌 ×2 | ||
| SCHX | $13925091 | 1.99% | 473160 | $2001201 | 上涨 ×3 | ||
| QUS | $13484689 | 1.93% | 72164 | $1502128 | 上涨 ×3 | ||
| V Visa Inc. | $13077535 | 1.87% | 38117 | $1425331 | 下跌 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $13004601 | 1.86% | 17987 | $10059397 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $12923995 | 1.85% | 34581 | $2579992 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $12889973 | 1.84% | 39379 | $1018547 | 下跌 ×1 | ||
| JPEM | $12365930 | 1.77% | 196972 | $534722 | 上涨 ×3 | ||
| VTI | $12326352 | 1.76% | 33311 | $1574177 | 下跌 ×1 | ||
| MA Mastercard Incorporated Common Stock | $11848888 | 1.69% | 23070 | $226723 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $10972074 | 1.57% | 11729 | $-943859 | 下跌 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $10864995 | 1.55% | 43177 | $1350191 | 下跌 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $10375909 | 1.48% | 40855 | $209837 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $10199233 | 1.46% | 28540 | $1894124 | 下跌 ×6 | ||
| SCHM | $10019936 | 1.43% | 271764 | $1451192 | 下跌 ×1 | ||
| IJR | $9635295 | 1.38% | 64967 | $1344627 | 下跌 ×1 | ||
| PM Philip Morris International Inc Common Stock | $9566577 | 1.37% | 52880 | $560326 | 下跌 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $8769601 | 1.25% | 24866 | $582434 | 下跌 ×2 | ||
| XLK XLK | $8227994 | 1.18% | 43187 | $2519083 | 上涨 ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8173174 | 1.17% | 14510 | $204150 | 上涨 ×6 | ||
| MAR Marriott International - Class A Common Stock | $8158777 | 1.17% | 22016 | $661150 | 下跌 ×2 | ||
| UNP Union Pacific Corporation Common Stock | $7739226 | 1.11% | 28453 | $744019 | 下跌 ×1 | ||
| BLK BlackRock, Inc. Common Stock | $7710196 | 1.10% | 8018 | $-55025 | 下跌 ×2 | ||
| SDY | $7291671 | 1.04% | 47915 | $648731 | 上涨 ×3 | ||
| SPGI S&P Global Inc. Common Stock | $7104476 | 1.01% | 17445 | $51679 | 上涨 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $6853761 | 0.98% | 34253 | $2519691 | 上涨 ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $6827392 | 0.98% | 13405 | $-2594452 | 下跌 ×2 | ||
| PAYX Paychex, Inc. - Common Stock | $6810971 | 0.97% | 69266 | $301491 | 下跌 ×1 | ||
| BR Broadridge Financial Solutions, Inc. Common Stock | $6758436 | 0.97% | 49350 | $-883243 | 上涨 ×5 | ||
| QUAL | $6711925 | 0.96% | 30588 | $1023032 | 上涨 ×6 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $6600495 | 0.94% | 13821 | $5843487 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $6119843 | 0.87% | 5102 | $1433346 | 上涨 ×5 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $6106366 | 0.87% | 49601 | $-386433 | 上涨 ×6 | ||
| MCD McDonald's Corporation Common Stock | $6065615 | 0.87% | 22439 | $-978557 | 下跌 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $5707353 | 0.82% | 30886 | $1713140 | 下跌 ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5491789 | 0.78% | 23042 | $546662 | 下跌 ×2 | ||
| INTU Intuit Inc. - Common Stock | $4592344 | 0.66% | 17595 | $-3206131 | 下跌 ×1 | ||
| DPZ Domino's Pizza Inc - Common Stock | $3909795 | 0.56% | 13207 | $-995558 | 下跌 ×1 | ||
| IDV | $3410808 | 0.49% | 82327 | $-343622 | 下跌 ×4 | ||
| BRKB | $3358117 | 0.48% | 6711 | $-57621 | 下跌 ×6 | ||
| WFC Wells Fargo & Company Common Stock | $3052474 | 0.44% | 36937 | $98482 | 下跌 ×2 | ||
| VO | $3031354 | 0.43% | 37624 | $212339 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2953828 | 0.42% | 2559 | $2115647 | 上涨 ×2 | ||
| GMOI | $2943142 | 0.42% | 78524 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $2814655 | 0.40% | 3822 | $603950 | 下跌 ×3 | ||
| DHR Danaher Corporation Common Stock | $2471859 | 0.35% | 12977 | 上涨 ×1 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $2392408 | 0.34% | 8513 | $722838 | 上涨 ×1 | ||
| LNG Cheniere Energy, Inc. Common Stock | $2032780 | 0.29% | 8505 | $-435081 | 下跌 ×6 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1966662 | 0.28% | 5767 | $1033439 | 下跌 ×3 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1913907 | 0.27% | 6421 | $672188 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1738285 | 0.25% | 4602 | $265442 | 下跌 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1630054 | 0.23% | 13878 | $736337 | 上涨 ×1 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $1492611 | 0.21% | 3977 | $369487 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: 438516205) | $1485881 | 0.21% | 6636 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 43849R105) | $1447190 | 0.21% | 6546 | 上涨 ×1 | |||
| NSC Norfolk Southern Corporation Common Stock | $1434300 | 0.20% | 4559 | $125792 | |||
| COF Capital One Financial Corporation Common Stock | $1296607 | 0.19% | 6463 | $111542 | 下跌 ×2 | ||
| VV | $1288862 | 0.18% | 3748 | $169543 | 上涨 ×1 | ||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $1274139 | 0.18% | 25296 | $-57323 | 下跌 ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $1264952 | 0.18% | 1188 | $423704 | 上涨 ×1 | ||
| SPYV | $1246320 | 0.18% | 20502 | $-2991600 | 下跌 ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1189637 | 0.17% | 12893 | $-22141 | 下跌 ×2 | ||
| ULTA Ulta Beauty, Inc. - Common Stock | $1154098 | 0.16% | 2559 | $-9977 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1147397 | 0.16% | 2728 | $580478 | 上涨 ×3 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1095885 | 0.16% | 2637 | $423013 | 上涨 ×1 | ||
| VONG Vanguard Russell 1000 Growth ETF | $1066870 | 0.15% | 8347 | $80297 | 下跌 ×6 | ||
| JNK | $1060070 | 0.15% | 11000 | $7150 | |||
| SPY SPY | $1050812 | 0.15% | 1407 | $105795 | 下跌 ×2 | ||
| BAC Bank of America Corporation Common Stock | $1037387 | 0.15% | 18206 | $21633 | 下跌 ×2 | ||
| VTV | $1020603 | 0.15% | 4683 | $104360 | 上涨 ×4 | ||
| MDY | $1012810 | 0.14% | 1440 | $117274 | 下跌 ×5 | ||
| SBUX Starbucks Corporation - Common Stock | $1003096 | 0.14% | 9816 | $111051 | 下跌 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $990474 | 0.14% | 13726 | $-58055 | 下跌 ×1 | ||
| VBR | $951593 | 0.14% | 3916 | $93223 | 下跌 ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $942580 | 0.13% | 1850 | $-181262 | 下跌 ×2 | ||
| VB | $920592 | 0.13% | 3037 | $30983 | 下跌 ×6 | ||
| PEP PepsiCo, Inc. - Common Stock | $891766 | 0.13% | 6586 | $-3525947 | 下跌 ×2 | ||
| SPYM | $800675 | 0.11% | 9111 | $48057 | 下跌 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $793523 | 0.11% | 1366 | $446471 | 下跌 ×1 | ||
| VT | $773787 | 0.11% | 4930 | $67003 | 下跌 ×1 | ||
| FINN | $768750 | 0.11% | 41 | $92166 | |||
| FICO Fair Isaac Corporation Common Stock | $766392 | 0.11% | 641 | $206981 | 上涨 ×3 | ||
| BRKA | $748850 | 0.11% | 1 | $30710 | |||
| IJH | $721902 | 0.10% | 9362 | $77248 | 下跌 ×4 | ||
| SGOL | $718953 | 0.10% | 18806 | $-107097 | 上涨 ×3 | ||
| 未知发行人 (CUSIP: 30233Q108) | $718190 | 0.10% | 5253 | 上涨 ×1 | |||
| IWF | $699531 | 0.10% | 5634 | $102269 | 上涨 ×1 | ||
| VIG | $689773 | 0.10% | 2915 | $46505 | 下跌 ×3 | ||
| YUM Yum! Brands, Inc. | $662302 | 0.09% | 4143 | $18147 | |||
| TGT Target Corporation Common Stock | $650015 | 0.09% | 4977 | $39845 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VGSH | $41728643 | 5.96% | 上涨 ×6 |
| VCSH | $38353749 | 5.48% | 上涨 ×6 |
| VEA | $25332938 | 3.62% | 上涨 ×3 |
| BIV | $22127207 | 3.16% | 上涨 ×6 |
| JCPB | $21845407 | 3.12% | 上涨 ×6 |
| STIP | $14741206 | 2.11% | 上涨 ×6 |
| SCHX | $13925091 | 1.99% | 上涨 ×3 |
| QUS | $13484689 | 1.93% | 上涨 ×3 |
| JPEM | $12365930 | 1.77% | 上涨 ×3 |
| XLK | $8227994 | 1.18% | 上涨 ×3 |
| META | $8173174 | 1.17% | 上涨 ×6 |
| SDY | $7291671 | 1.04% | 上涨 ×3 |
| SPGI | $7104476 | 1.01% | 上涨 ×6 |
| BR | $6758436 | 0.97% | 上涨 ×5 |
| QUAL | $6711925 | 0.96% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| GMOI | $2943142 | 78524 | 0.42% |
| DHR | $2471859 | 12977 | 0.35% |
| 未知发行人 (CUSIP: 438516205) | $1485881 | 6636 | 0.21% |
| 未知发行人 (CUSIP: 43849R105) | $1447190 | 6546 | 0.21% |
| 未知发行人 (CUSIP: 30233Q108) | $718190 | 5253 | 0.10% |
| INTC | $416237 | 2981 | 0.06% |
| MRVL | $387257 | 1300 | 0.06% |
| SOXX | $373563 | 583 | 0.05% |
| MYRG | $359788 | 719 | 0.05% |
| DELL | $332656 | 771 | 0.05% |
| CRS | $308420 | 500 | 0.04% |
| ESGD | $269054 | 2617 | 0.04% |
| APH | $230274 | 1306 | 0.03% |
| GEV | $229123 | 195 | 0.03% |
| VUG | $224423 | 2605 | 0.03% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| AMAT | 增持 | +9K | +$10.1M |
| GOOG | 增持 | +10K | +$6.6M |
| ASML | 削减 | -357 | +$5.4M |
| AAPL | 增持 | +437 | +$4.4M |
| PEP | 削减 | -22K | -$3.5M |
| INTU | 削减 | -441 | -$3.2M |
| VEA | 增持 | +10K | +$3.2M |
| SPYV | 削减 | -54K | -$3.0M |
| VCSH | 增持 | +36K | +$2.7M |
| NOC | 削减 | -405 | -$2.6M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| HON | 2026年6月30日 | 13384 | $3025266 | -1.9% |
| TMO | 2025年6月30日 | 3457 | $1720283 | 53.0% |
| XOM | 2026年6月30日 | 5298 | $898859 | 21.7% |
| QQQM | 2026年6月30日 | 3598 | $854957 | |
| DFS | 2025年6月30日 | 4926 | $840868 | 不再跟踪 |
| LEN | 2025年3月31日 | 3904 | $532388 | -24.7% |
| IBDQ | 2025年12月31日 | 19121 | $481658 | 不再跟踪 |
| O | 2025年9月30日 | 7256 | $418018 | 3.9% |
| BND | 2026年3月31日 | 4629 | $342870 | |
| IBM | 2025年9月30日 | 1080 | $318277 | -17.2% |
| CHKP | 2025年9月30日 | 1375 | $304219 | -37.4% |
| LOW | 2025年3月31日 | 1065 | $262842 | -6.7% |
| BX | 2025年12月31日 | 1494 | $255250 | -7.0% |
| JPST | 2026年6月30日 | 4843 | $245096 | 不再跟踪 |
| VZ | 2025年12月31日 | 5414 | $237948 | 21.4% |
| VUG | 2026年3月31日 | 482 | $235311 | 不再跟踪 |
| USFR | 2025年3月31日 | 4616 | $232262 | 不再跟踪 |
| CME | 2026年6月30日 | 773 | $228306 | 23.7% |
| MRK | 2025年6月30日 | 2542 | $228147 | 91.6% |
| VNQ | 2026年6月30日 | 2569 | $227868 | 不再跟踪 |
| FISV | 2025年9月30日 | 1309 | $225685 | -60.0% |
| IWS | 2025年9月30日 | 1690 | $223317 | 不再跟踪 |
| VZ | 2026年6月30日 | 4320 | $216872 | 16.8% |
| DGRO | 2025年6月30日 | 3419 | $211199 | 不再跟踪 |
| PFE | 2025年3月31日 | 7946 | $210813 | 10.7% |
| HEI | 2026年3月31日 | 637 | $206127 | 28.9% |
| XLE | 2025年3月31日 | 2390 | $204717 | 不再跟踪 |
| IWP | 2025年12月31日 | 1428 | $203426 | 不再跟踪 |
| IBDU | 2025年12月31日 | 8542 | $200481 | 不再跟踪 |
| AUR | 2026年3月31日 | 10100 | $38784 | 49.5% |
| ALBKY | 2026年3月31日 | 14010 | $12329 | 不再跟踪 |
| NGTF | 2026年6月30日 | 11215 | $349 | 不再跟踪 |
| MJNA | 2026年6月30日 | 122000 | $24 | 不再跟踪 |
| MCIC | 2026年6月30日 | 20000 | $22 | 不再跟踪 |
| HDST | 2026年6月30日 | 10000 | $1 | 不再跟踪 |
| CMKX | 2025年12月31日 | 200000 | $0 | 不再跟踪 |
| HEMP | 2025年12月31日 | 120000 | $0 | 不再跟踪 |
| POTN | 2025年12月31日 | 12200 | $0 | 不再跟踪 |
| TRYLF | 2025年12月31日 | 25000 | $0 | 不再跟踪 |