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American Investment Services, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
American Investment Services, Inc.
报告期 2026-03-31 · CIK 0001369913
持仓数
132
前50大市值合计
$392.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 102 项
建仓 5
增持 36
减持 55
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
GLDM
WORLD GOLD TR
+$33.4M
867,051
清仓
—
WORLD GOLD TR
-$31.6M
0
-100%
增持
AAPL
APPLE INC
+$8.3M
72,934
+193%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GOOG
ALPHABET INC
+$6.2M
2,307
+2381%
减持
VUG
VANGUARD INDEX FDS
-$4.4M
122,836
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$4.4M
340,260
+179%
减持
CVX
CHEVRON CORP NEW
+$4.2M
130,188
-10%
建仓
GOOGL
ALPHABET INC
+$4.0M
1,455
减持
BSV
VANGUARD BD INDEX FDS
-$2.5M
38,224
-43%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.5M
240,486
+28%
减持
BND
VANGUARD BD INDEX FDS
-$2.4M
13,060
-68%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$2.3M
6,157
-87%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.7M
624,900
-0%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.3M
48,395
-28%
减持
—
EXXON MOBIL CORP
-$1.3M
24,514
-55%
减持
VNQ
VANGUARD INDEX FDS
-$1.1M
51,688
-11%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.0M
5,629
-82%
建仓
MMM
3M CO
+$1.0M
6,809
增持
QQQ
INVESCO QQQ TR
-$1.0M
28,866
+0%
减持
VTV
VANGUARD INDEX FDS
-$920.0K
67,316
-9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$897.0K
122,379
+42%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$840.0K
164,175
-4%
减持
SPDW
SPDR INDEX SHS FDS
-$766.0K
107,123
-12%
增持
SCHA
SCHWAB STRATEGIC TR
-$740.0K
45,852
+61%
减持
DFAX
DIMENSIONAL ETF TRUST
-$685.0K
536,561
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$681.0K
107,431
-6%
增持
MGC
VANGUARD WORLD FD
-$650.0K
76,030
+0%
减持
SPYV
SPDR SER TR
-$621.0K
51,827
-22%
减持
DOW
DOW INC
+$605.0K
244,049
-7%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$552.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$551.0K
24,770
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$532.0K
194,666
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$519.0K
112,351
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$491.0K
25,283
-38%
减持
VB
VANGUARD INDEX FDS
-$482.0K
27,073
-2%
减持
VBR
VANGUARD INDEX FDS
-$447.0K
39,076
-5%
减持
IAU
ISHARES GOLD TR
-$438.0K
331,990
-9%
减持
SCHE
SCHWAB STRATEGIC TR
-$381.0K
24,854
-31%
减持
SPEM
SPDR INDEX SHS FDS
-$376.0K
49,165
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$370.0K
7,591
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
-$363.0K
151,760
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$356.0K
9,820
-16%
减持
SPSM
SPDR SER TR
-$328.0K
15,484
-29%
减持
IVW
ISHARES TR
-$325.0K
16,396
-13%
增持
DFAU
DIMENSIONAL ETF TRUST
+$296.0K
74,476
+20%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$292.0K
22,042
-17%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$276.0K
0
-100%
减持
VPU
VANGUARD WORLD FDS
+$273.0K
65,213
-1%
建仓
MAA
MID-AMER APT CMNTYS INC
+$269.0K
1,284
增持
DIS
DISNEY WALT CO
-$255.0K
14,419
+0%
减持
SLYV
SPDR SER TR
-$244.0K
17,458
-13%
增持
VTEB
VANGUARD MUN BD FDS
-$231.0K
77,824
+1%
清仓
SWK
STANLEY BLACK & DECKER INC
-$226.0K
0
-100%
减持
PLD
PROLOGIS INC.
-$226.0K
5,289
-18%
清仓
UDR
UDR INC
-$212.0K
0
-100%
建仓
BXP
BOSTON PROPERTIES INC
+$204.0K
1,583
清仓
PFFD
GLOBAL X FDS
-$201.0K
0
-100%
增持
VV
VANGUARD INDEX FDS
-$182.0K
15,077
+0%
减持
KD
KYNDRYL HLDGS INC
-$180.0K
14,349
-29%
减持
VYMI
VANGUARD WHITEHALL FDS
-$168.0K
295,525
-1%
减持
IWF
ISHARES TR
-$167.0K
5,739
-0%
增持
TIP
ISHARES TR
+$159.0K
10,290
+18%
减持
SPG
SIMON PPTY GROUP INC NEW
-$156.0K
3,724
-8%
增持
AGG
ISHARES TR
+$142.0K
21,798
+13%
增持
SCHX
SCHWAB STRATEGIC TR
-$139.0K
32,084
+96%
减持
DLR
DIGITAL RLTY TR INC
-$138.0K
3,214
-4%
增持
MDLZ
MONDELEZ INTL INC
-$135.0K
42,400
+1%
减持
VTI
VANGUARD INDEX FDS
-$131.0K
9,292
-0%
增持
TSLA
TESLA INC
+$130.0K
5,878
+0%
减持
EQIX
EQUINIX INC
-$126.0K
1,021
-2%
增持
O
REALTY INCOME CORP
+$123.0K
6,421
+43%
增持
VOO
VANGUARD INDEX FDS
-$121.0K
7,787
+1%
减持
MSFT
MICROSOFT CORP
-$118.0K
797
-26%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$100.0K
1,168
-10%
增持
SPYM
SPDR SER TR
-$94.0K
42,183
+1%
减持
IJR
ISHARES TR
-$80.0K
11,497
-0%
减持
IJS
ISHARES TR
-$76.0K
12,142
-4%
增持
MCD
MCDONALDS CORP
-$69.0K
3,615
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$55.0K
52,075
+9%
增持
CL
COLGATE PALMOLIVE CO
-$55.0K
5,844
+0%
增持
PG
PROCTER AND GAMBLE CO
-$51.0K
4,875
+0%
增持
IWM
ISHARES TR
-$50.0K
3,628
+2%
增持
EEM
ISHARES TR
-$49.0K
13,529
+0%
减持
EXR
EXTRA SPACE STORAGE INC
-$45.0K
1,496
-4%
减持
—
DUKE REALTY CORP
-$44.0K
4,275
-4%
增持
PFE
PFIZER INC
-$41.0K
5,572
+0%
减持
ICF
ISHARES TR
-$36.0K
5,740
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$35.0K
5,640
-4%
增持
NOW
SERVICENOW INC
-$35.0K
403
+1%
增持
ITW
ILLINOIS TOOL WKS INC
-$35.0K
970
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$32.0K
2,096
+0%
减持
AVB
AVALONBAY CMNTYS INC
-$31.0K
1,567
-6%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$28.0K
4,418
+9%
减持
EFA
ISHARES TR
-$25.0K
4,419
-1%
减持
ESS
ESSEX PPTY TR INC
-$25.0K
718
-7%
减持
PSA
PUBLIC STORAGE
-$24.0K
1,675
-8%
减持
EQR
EQUITY RESIDENTIAL
-$22.0K
3,854
-5%
增持
SHY
ISHARES TR
-$21.0K
30,384
+2%
增持
AMT
AMERICAN TOWER CORP NEW
-$15.0K
3,604
+15%
增持
MA
MASTERCARD INCORPORATED
-$3.0K
2,120
+0%
减持
V
VISA INC
-$3.0K
989
-3%
减持
GLD
SPDR GOLD TR
-$1.0K
2,707
-6%
