Ami Investment Management Inc 13F 持仓 · 2026年Q2
Ami Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 4.71 亿美元。前几大持仓：VGT（12.75%）、VCSH（9.31%）、VCRB（6.90%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | $60.0M | 12.75% | 502,036 | 增持 |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $43.8M | 9.31% | 554,008 | 增持 |
| 3 | VCRB | VANGUARD MALVERN FDS | $32.5M | 6.90% | 420,558 | 减持 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $28.6M | 6.07% | 484,140 | 增持 |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $28.5M | 6.05% | 488,850 | 减持 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $15.0M | 3.20% | 20,153 | 减持 |
| 7 | SCHG | SCHWAB STRATEGIC TR | $14.2M | 3.02% | 419,819 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $14.1M | 2.99% | 28,158 | 减持 |
| 9 | DMBS | DOUBLELINE ETF TRUST | $12.6M | 2.68% | 257,109 | 增持 |
| 10 | GOOG | ALPHABET INC | $12.2M | 2.60% | 34,648 | 减持 |
| 11 | VTV | VANGUARD INDEX FDS | $11.2M | 2.37% | 51,240 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $9.9M | 2.11% | 26,573 | 增持 |
| 13 | IVV | ISHARES TR | $9.8M | 2.09% | 13,136 | 新建仓 |
| 14 | VTEB | VANGUARD MUN BD FDS | $9.6M | 2.04% | 190,176 | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO | $9.3M | 1.97% | 28,379 | 减持 |
| 16 | OSEA | HARBOR ETF TRUST | $9.1M | 1.93% | 297,671 | 减持 |
| 17 | DFIS | DIMENSIONAL ETF TRUST | $8.9M | 1.89% | 253,197 | 增持 |
| 18 | SCHX | SCHWAB STRATEGIC TR | $8.4M | 1.78% | 284,720 | 减持 |
| 19 | META | META PLATFORMS INC | $6.0M | 1.27% | 10,649 | 增持 |
| 20 | V | VISA INC | $5.7M | 1.22% | 16,733 | 减持 |
| 21 | RTX | RTX CORPORATION | $5.7M | 1.20% | 29,801 | 减持 |
| 22 | JNJ | JOHNSON & JOHNSON | $5.3M | 1.13% | 20,905 | 减持 |
| 23 | XLE | SELECT SECTOR SPDR TR | $5.2M | 1.11% | 98,137 | 减持 |
| 24 | VHT | VANGUARD WORLD FD | $4.8M | 1.02% | 16,106 | 减持 |
| 25 | LOW | LOWES COS INC | $4.8M | 1.01% | 21,635 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR