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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 93 项
建仓 6
增持 58
减持 21
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
DFUV
DIMENSIONAL ETF TRUST
+$30.3M
959,495
增持
VUG
VANGUARD INDEX FDS
-$6.8M
127,894
+4%
减持
CVX
CHEVRON CORP NEW
-$5.6M
107,443
-17%
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
DFUS
DIMENSIONAL ETF TRUST
-$5.1M
626,850
+0%
增持
TIP
ISHARES TR
+$3.7M
43,306
+321%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.8M
493,698
-8%
增持
AAPL
APPLE INC
-$2.6M
73,856
+1%
减持
QQQ
INVESCO QQQ TR
-$2.6M
28,079
-3%
增持
SCHB
SCHWAB STRATEGIC TR
-$2.5M
353,611
+4%
增持
VYMI
VANGUARD WHITEHALL FDS
-$2.5M
297,201
+1%
增持
DOW
DOW INC
-$2.5M
253,732
+4%
减持
TSLA
TESLA INC
-$2.4M
5,875
-0%
减持
MGC
VANGUARD WORLD FD
-$2.2M
75,306
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.9M
116,700
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$1.9M
24,747
-0%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.8M
21,959
-71%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
272,945
+13%
增持
GLDM
WORLD GOLD TR
-$1.5M
888,744
+3%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$1.3M
62,260
增持
GOOG
ALPHABET INC
-$1.3M
2,353
+2%
减持
DFAI
DIMENSIONAL ETF TRUST
-$1.2M
91,056
-26%
减持
IAU
ISHARES GOLD TR
-$1.1M
324,242
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
-$1.1M
199,178
+2%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$887.0K
171,511
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$777.0K
31,280
+456%
增持
VB
VANGUARD INDEX FDS
-$705.0K
28,667
+6%
建仓
VTIP
VANGUARD MALVERN FDS
+$685.0K
13,658
减持
DIS
DISNEY WALT CO
-$617.0K
14,410
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$582.0K
7,679
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$572.0K
83,716
+61%
减持
VV
VANGUARD INDEX FDS
-$568.0K
14,939
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$514.0K
90,660
+16%
增持
DFAS
DIMENSIONAL ETF TRUST
-$509.0K
166,625
+10%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$471.0K
9,800
增持
DFIV
DIMENSIONAL ETF TRUST
+$393.0K
42,902
+70%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$391.0K
17,350
减持
VTI
VANGUARD INDEX FDS
-$390.0K
9,146
-2%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$372.0K
66,985
+38%
增持
SPYM
SPDR SER TR
-$347.0K
42,718
+1%
减持
BND
VANGUARD BD INDEX FDS
-$320.0K
9,552
-27%
增持
VOO
VANGUARD INDEX FDS
-$271.0K
8,540
+10%
增持
SPYV
SPDR SER TR
+$265.0K
65,957
+27%
清仓
ESS
ESSEX PPTY TR INC
-$248.0K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
-$247.0K
118,769
+11%
减持
BSV
VANGUARD BD INDEX FDS
-$237.0K
35,693
-7%
增持
SCHE
SCHWAB STRATEGIC TR
+$228.0K
36,169
+46%
清仓
NOW
SERVICENOW INC
-$225.0K
0
-100%
清仓
IWN
ISHARES TR
-$221.0K
0
-100%
增持
PLD
PROLOGIS INC.
-$220.0K
5,385
+2%
清仓
V
VISA INC
-$219.0K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$215.0K
113,821
+6%
减持
—
EXXON MOBIL CORP
-$207.0K
21,232
-13%
清仓
EMXC
ISHARES INC
-$206.0K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$205.0K
0
-100%
建仓
VICI
VICI PPTYS INC
+$204.0K
6,858
清仓
BXP
BOSTON PROPERTIES INC
-$204.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$203.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
-$181.0K
44,682
+14%
减持
IVV
ISHARES TR
-$180.0K
2,146
-2%
增持
IJR
ISHARES TR
-$174.0K
11,532
+0%
增持
VPU
VANGUARD WORLD FDS
-$159.0K
68,218
+5%
增持
IVW
ISHARES TR
-$158.0K
18,120
+11%
减持
SHY
ISHARES TR
-$134.0K
28,981
-5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$122.0K
8,950
+59%
增持
MMM
3M CO
-$116.0K
6,936
+2%
增持
AGG
ISHARES TR
-$116.0K
21,828
+0%
增持
NKE
NIKE INC
-$113.0K
3,539
+0%
增持
IJS
ISHARES TR
-$108.0K
12,743
+5%
增持
SPSM
SPDR SER TR
+$93.0K
20,673
+34%
增持
MA
MASTERCARD INCORPORATED
-$88.0K
2,123
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$79.0K
2,105
+0%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$79.0K
1,604
+3%
减持
ICF
ISHARES TR
-$77.0K
5,451
-5%
减持
GLD
SPDR GOLD TR
-$77.0K
2,443
-10%
增持
VNQ
VANGUARD INDEX FDS
+$76.0K
62,309
+21%
减持
EEM
ISHARES TR
-$70.0K
13,499
-0%
增持
PM
PHILIP MORRIS INTL INC
+$61.0K
10,124
+1%
增持
VTV
VANGUARD INDEX FDS
-$60.0K
74,974
+11%
减持
KD
KYNDRYL HLDGS INC
-$54.0K
13,745
-4%
增持
SCHA
SCHWAB STRATEGIC TR
+$45.0K
56,862
+24%
增持
PG
PROCTER AND GAMBLE CO
-$43.0K
4,882
+0%
增持
IVE
ISHARES TR
-$43.0K
2,746
+2%
增持
SPEM
SPDR INDEX SHS FDS
-$34.0K
53,675
+9%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$32.0K
11,775
+20%
增持
MSFT
MICROSOFT CORP
+$32.0K
1,082
+36%
增持
DLR
DIGITAL RLTY TR INC
-$26.0K
3,314
+3%
增持
CL
COLGATE PALMOLIVE CO
+$26.0K
5,851
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$18.0K
6,158
+0%
增持
PEP
PEPSICO INC
+$11.0K
4,238
+2%
增持
MCD
MCDONALDS CORP
+$11.0K
3,666
+1%
增持
SLYV
SPDR SER TR
-$3.0K
20,051
+15%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$1.0K
25,842
+17%
增持
MDLZ
MONDELEZ INTL INC
-$1.0K
42,856
+1%