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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 105 项
建仓 18
增持 47
减持 36
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
MA
MASTERCARD INCORPORATED
+$5.5M
17,491
+723%
增持
DFUV
DIMENSIONAL ETF TRUST
+$5.0M
1,031,698
+3%
减持
GLDM
WORLD GOLD TR
+$2.8M
897,527
-0%
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
+$2.8M
659,831
+4%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.5M
130,396
+598%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.5M
253,628
+55%
建仓
V
VISA INC
+$2.5M
12,013
增持
TSLA
TESLA INC
-$2.5M
17,955
+2%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$2.4M
7,178
增持
DFNM
DIMENSIONAL ETF TRUST
+$2.4M
62,084
+403%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$2.2M
172,354
+27%
建仓
SCHO
SCHWAB STRATEGIC TR
+$2.1M
42,618
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
12,970
+69%
增持
DOW
DOW INC
+$1.9M
270,157
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
27,801
+12%
建仓
BF/A
BROWN FORMAN CORP
+$1.7M
26,094
清仓
CRM
SALESFORCE INC
-$1.7M
0
-100%
建仓
INTC
INTEL CORP
+$1.6M
62,283
增持
SHY
ISHARES TR
+$1.6M
52,810
+62%
增持
JPM
JPMORGAN CHASE & CO
+$1.5M
28,008
+30%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
77,622
+2%
增持
IAU
ISHARES GOLD TR
+$1.4M
327,782
+4%
增持
GOOG
ALPHABET INC
+$1.3M
65,781
+40%
增持
VBR
VANGUARD INDEX FDS
+$1.2M
46,981
+7%
增持
QQQ
INVESCO QQQ TR
+$1.1M
32,881
+15%
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.1M
474,866
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.0M
366,873
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
180,212
+0%
减持
AGG
ISHARES TR
-$770.2K
3,483
-70%
增持
NKE
NIKE INC
+$767.5K
22,567
+0%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$762.7K
31,764
增持
TIP
ISHARES TR
+$723.2K
62,009
+11%
增持
MGC
VANGUARD WORLD FD
+$661.4K
75,992
+1%
增持
VOO
VANGUARD INDEX FDS
+$649.9K
9,575
+16%
减持
DFAS
DIMENSIONAL ETF TRUST
+$620.7K
163,318
-2%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$609.6K
3,498
减持
VPU
VANGUARD WORLD FDS
+$588.0K
58,724
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$535.2K
186,943
-5%
减持
VUG
VANGUARD INDEX FDS
-$527.0K
124,861
-2%
增持
MDLZ
MONDELEZ INTL INC
+$513.3K
43,155
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$483.1K
51,194
+42%
建仓
BF/B
BROWN FORMAN CORP
+$472.0K
7,187
增持
VNQ
VANGUARD INDEX FDS
+$442.4K
65,512
+6%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$418.9K
10,090
减持
—
EXXON MOBIL CORP
+$415.9K
19,591
-2%
建仓
VYM
VANGUARD WHITEHALL FDS
+$364.8K
3,371
增持
SPYV
SPDR SER TR
+$364.4K
67,869
+3%
增持
AAPL
APPLE INC
-$361.7K
78,422
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$357.2K
103,458
-14%
减持
VB
VANGUARD INDEX FDS
+$337.5K
28,710
-1%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$321.3K
2,116
增持
PM
PHILIP MORRIS INTL INC
+$305.4K
11,435
+11%
建仓
BNDW
VANGUARD SCOTTSDALE FDS
+$298.1K
4,446
增持
DFAI
DIMENSIONAL ETF TRUST
+$292.4K
73,259
+2%
增持
SPYM
SPDR SER TR
+$286.9K
48,954
+7%
减持
SCHA
SCHWAB STRATEGIC TR
-$267.4K
46,646
-18%
增持
PLD
PROLOGIS INC.
+$266.0K
7,354
+33%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$250.7K
104,267
-12%
增持
DFAR
DIMENSIONAL ETF TRUST
+$250.2K
38,495
+40%
增持
MMM
3M CO
+$238.1K
8,356
+21%
清仓
—
ISHARES TR
-$238.0K
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$234.7K
30,116
+31%
减持
VTEB
VANGUARD MUN BD FDS
-$230.0K
84,199
-8%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$221.2K
9,112
增持
VTIP
VANGUARD MALVERN FDS
+$218.3K
20,002
+34%
建仓
ITW
ILLINOIS TOOL WKS INC
+$217.2K
986
建仓
EMXC
ISHARES INC
+$216.1K
4,553
增持
GOOGL
ALPHABET INC
-$213.2K
29,047
+0%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$211.4K
9,348
清仓
INVH
INVITATION HOMES INC
-$210.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
+$209.3K
108,331
-7%
建仓
IWN
ISHARES TR
+$206.3K
1,488
建仓
—
JOHNSON CTLS INTL PLC
+$200.3K
3,130
增持
VV
VANGUARD INDEX FDS
+$168.8K
15,045
+0%
增持
PG
PROCTER AND GAMBLE CO
+$166.3K
5,168
+6%
减持
DFAE
DIMENSIONAL ETF TRUST
-$130.6K
81,885
-15%
增持
MCD
MCDONALDS CORP
+$125.4K
3,675
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$125.2K
31,207
-0%
增持
HD
HOME DEPOT INC
+$104.6K
2,608
+0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$98.1K
5,543
-27%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$96.3K
2,123
+0%
减持
IJS
ISHARES TR
+$96.1K
12,563
-1%
清仓
KD
KYNDRYL HLDGS INC
-$94.0K
0
-100%
增持
IVW
ISHARES TR
+$89.1K
18,669
+8%
减持
IJR
ISHARES TR
+$80.5K
11,332
-0%
减持
SPEM
SPDR INDEX SHS FDS
+$77.7K
51,569
-1%
减持
CVX
CHEVRON CORP NEW
+$77.3K
67,203
-19%
减持
VTI
VANGUARD INDEX FDS
+$68.6K
9,256
-2%
增持
EEM
ISHARES TR
+$66.8K
14,112
+5%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$64.6K
6,661
-25%
增持
ICF
ISHARES TR
+$58.5K
6,409
+18%
减持
SCHE
SCHWAB STRATEGIC TR
-$54.7K
31,912
-12%
减持
IVV
ISHARES TR
+$51.5K
2,128
-0%
增持
CL
COLGATE PALMOLIVE CO
+$51.0K
5,864
+0%
减持
EFA
ISHARES TR
+$40.8K
4,369
-1%
减持
MSFT
MICROSOFT CORP
+$38.4K
8,587
-1%
减持
—
TE CONNECTIVITY LTD
-$31.9K
2,309
-14%
减持
VZ
VERIZON COMMUNICATIONS INC
+$22.9K
287,941
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$21.1K
35,998
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$19.0K
30,520
-5%
减持
IWF
ISHARES TR
+$18.5K
5,720
-0%
减持
GLD
SPDR GOLD TR
-$13.2K
2,133
-12%
减持
DLR
DIGITAL RLTY TR INC
-$6.3K
2,959
-3%
减持
BND
VANGUARD BD INDEX FDS
-$5.0K
8,394
-2%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$788
1,550
-3%
