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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 104 项
建仓 5
增持 49
减持 44
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
CVX
CHEVRON CORP NEW
-$3.6M
83,423
-22%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.5M
298,173
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.3M
119,678
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。
+3%
增持
GLDM
WORLD GOLD TR
-$2.2M
899,106
+1%
减持
VPU
VANGUARD WORLD FDS
-$2.0M
59,171
-13%
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
21,585
+617%
增持
DIS
DISNEY WALT CO
+$1.9M
34,671
+141%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.8M
164,055
+163%
增持
MSFT
MICROSOFT CORP
+$1.7M
8,678
+702%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$1.7M
136,201
+103%
建仓
CRM
SALESFORCE INC
+$1.7M
11,767
增持
VYMI
VANGUARD WHITEHALL FDS
-$1.6M
304,231
+2%
增持
NKE
NIKE INC
+$1.5M
22,538
+537%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.4M
485,739
-2%
减持
VUG
VANGUARD INDEX FDS
-$1.4M
126,833
-1%
增持
DOW
DOW INC
-$1.4M
267,098
+5%
减持
IAU
ISHARES GOLD TR
-$1.1M
316,512
-2%
减持
AGG
ISHARES TR
-$1.1M
11,503
-47%
增持
TIP
ISHARES TR
+$944.0K
56,028
+29%
增持
DFUS
DIMENSIONAL ETF TRUST
-$847.0K
636,203
+1%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$804.0K
8,907
-66%
增持
DFUV
DIMENSIONAL ETF TRUST
-$768.0K
998,044
+4%
增持
TSLA
TESLA INC
+$719.0K
17,625
+200%
减持
VNQ
VANGUARD INDEX FDS
-$716.0K
61,877
-1%
减持
DFAI
DIMENSIONAL ETF TRUST
-$656.0K
71,509
-21%
增持
GOOG
ALPHABET INC
-$637.0K
46,901
+1893%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$564.0K
27,435
增持
IWD
ISHARES TR
+$477.0K
6,210
+145%
增持
SPY
SPDR S&P 500 ETF TR
-$472.0K
24,818
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$469.0K
179,559
+5%
增持
VTV
VANGUARD INDEX FDS
-$466.0K
76,305
+2%
增持
AAPL
APPLE INC
+$453.0K
76,346
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$426.0K
118,246
+4%
减持
SPDW
SPDR INDEX SHS FDS
-$418.0K
116,556
-2%
建仓
AMZN
AMAZON COM INC
+$415.0K
3,676
减持
VBR
VANGUARD INDEX FDS
-$396.0K
43,919
-2%
增持
GOOGL
ALPHABET INC
-$395.0K
29,020
+1895%
增持
DFSV
DIMENSIONAL ETF TRUST
+$394.0K
36,040
+108%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$382.0K
18,693
减持
DFAT
DIMENSIONAL ETF TRUST
-$330.0K
197,109
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$319.0K
2,805
-22%
增持
MDLZ
MONDELEZ INTL INC
-$298.0K
43,098
+1%
清仓
BIL
SPDR SER TR
-$269.0K
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
-$265.0K
166,239
-0%
减持
VOO
VANGUARD INDEX FDS
-$248.0K
8,267
-3%
增持
SHY
ISHARES TR
+$248.0K
32,590
+12%
减持
SPEM
SPDR INDEX SHS FDS
-$244.0K
52,252
-3%
建仓
—
ISHARES TR
+$238.0K
9,366
清仓
—
DUKE REALTY CORP
-$235.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
-$234.0K
28,573
+2%
减持
LLY
LILLY ELI & CO
-$229.0K
2,150
-25%
清仓
MAA
MID-AMER APT CMNTYS INC
-$224.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
-$221.0K
366,872
+4%
清仓
SHV
ISHARES TR
-$212.0K
0
-100%
清仓
SUI
SUN CMNTYS INC
-$211.0K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$204.0K
0
-100%
减持
CCI
CROWN CASTLE INC
-$167.0K
3,993
-10%
增持
PM
PHILIP MORRIS INTL INC
-$148.0K
10,263
+1%
减持
EQIX
EQUINIX INC
-$135.0K
943
-8%
减持
MMM
3M CO
-$134.0K
6,910
-0%
增持
VTEB
VANGUARD MUN BD FDS
-$129.0K
91,342
+1%
减持
DLR
DIGITAL RLTY TR INC
-$127.0K
3,059
-8%
增持
HD
HOME DEPOT INC
+$125.0K
2,605
+20%
增持
VV
VANGUARD INDEX FDS
-$123.0K
14,990
+0%
增持
VB
VANGUARD INDEX FDS
-$117.0K
28,858
+1%
减持
BND
VANGUARD BD INDEX FDS
-$111.0K
8,527
-11%
增持
DFNM
DIMENSIONAL ETF TRUST
+$105.0K
12,345
+26%
减持
IVW
ISHARES TR
-$91.0K
17,336
-4%
增持
VICI
VICI PPTYS INC
+$90.0K
9,835
+43%
增持
PG
PROCTER AND GAMBLE CO
-$85.0K
4,890
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$84.0K
11,760
-0%
减持
O
REALTY INCOME CORP
-$81.0K
6,132
-5%
减持
IJR
ISHARES TR
-$74.0K
11,382
-1%
减持
—
EXXON MOBIL CORP
-$73.0K
19,985
-6%
减持
EEM
ISHARES TR
-$73.0K
13,419
-1%
增持
PLD
PROLOGIS INC.
-$71.0K
5,542
+3%
增持
MA
MASTERCARD INCORPORATED
-$66.0K
2,126
+0%
减持
MCD
MCDONALDS CORP
-$62.0K
3,654
-0%
增持
SCHA
SCHWAB STRATEGIC TR
-$60.0K
57,060
+0%
增持
CL
COLGATE PALMOLIVE CO
-$58.0K
5,857
+0%
减持
PSA
PUBLIC STORAGE
-$58.0K
1,590
-5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$57.0K
8,800
-2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$56.0K
7,574
+23%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$53.0K
1,126
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$53.0K
7,655
-0%
减持
IVV
ISHARES TR
-$48.0K
2,136
-0%
减持
SPG
SIMON PPTY GROUP INC NEW
-$47.0K
3,405
-9%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$41.0K
2,113
+0%
增持
SPSM
SPDR SER TR
+$40.0K
23,020
+11%
减持
KD
KYNDRYL HLDGS INC
-$40.0K
11,337
-18%
减持
EQR
EQUITY RESIDENTIAL
-$40.0K
3,536
-8%
减持
GLD
SPDR GOLD TR
-$37.0K
2,422
-1%
减持
AVB
AVALONBAY CMNTYS INC
-$37.0K
1,448
-8%
增持
VTIP
VANGUARD MALVERN FDS
+$31.0K
14,887
+9%
减持
INVH
INVITATION HOMES INC
-$30.0K
6,226
-8%
减持
EFA
ISHARES TR
-$30.0K
4,394
-1%
减持
—
MEDTRONIC PLC
-$28.0K
2,868
-1%
减持
IVE
ISHARES TR
-$28.0K
2,718
-1%
增持
VTI
VANGUARD INDEX FDS
-$24.0K
9,475
+4%
增持
SPYM
SPDR SER TR
+$21.0K
45,602
+7%
减持
EXR
EXTRA SPACE STORAGE INC
-$11.0K
1,407
-6%
增持
DFAE
DIMENSIONAL ETF TRUST
-$11.0K
95,963
+15%
增持
BSV
VANGUARD BD INDEX FDS
-$10.0K
36,502
+2%
增持
DFAU
DIMENSIONAL ETF TRUST
-$1.0K
23,024
+5%
