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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 121 项
建仓 11
增持 39
减持 66
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
CVX
CHEVRON CORP NEW
-$9.8M
14,591
-78%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.8M
58,408
-44%
减持
VUG
VANGUARD INDEX FDS
+$5.0M
111,547
-11%
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。
减持
AAPL
APPLE INC
+$4.3M
74,566
-5%
减持
DOW
DOW INC
-$4.0M
181,152
-33%
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.7M
646,435
-2%
增持
QQQ
INVESCO QQQ TR
+$3.4M
32,892
+0%
增持
MMM
3M CO
+$2.8M
38,096
+356%
增持
TSLA
TESLA INC
+$2.6M
18,245
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.5M
366,879
+0%
减持
NKE
NIKE INC
-$2.4M
2,222
-90%
减持
TIP
ISHARES TR
-$2.3M
39,667
-36%
增持
SHY
ISHARES TR
+$2.2M
79,501
+51%
增持
INTC
INTEL CORP
+$2.2M
113,601
+82%
增持
GOOG
ALPHABET INC
+$2.1M
65,926
+0%
减持
JPM
JPMORGAN CHASE & CO
-$2.1M
11,716
-58%
增持
MGC
VANGUARD WORLD FD
+$1.8M
76,028
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
28,005
+1%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$1.7M
68,474
减持
MSFT
MICROSOFT CORP
-$1.6M
1,305
-85%
减持
IAU
ISHARES GOLD TR
-$1.5M
269,490
-18%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.3M
963,065
-7%
减持
DIS
DISNEY WALT CO
-$1.3M
19,139
-45%
减持
VBR
VANGUARD INDEX FDS
-$1.3M
37,246
-21%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
271,125
-6%
减持
VTV
VANGUARD INDEX FDS
-$1.2M
68,430
-12%
增持
AGG
ISHARES TR
+$1.1M
14,327
+311%
减持
SCHV
SCHWAB STRATEGIC TR
-$944.4K
5,860
-71%
增持
GOOGL
ALPHABET INC
+$929.1K
29,172
+0%
增持
MLM
MARTIN MARIETTA MATLS INC
+$894.0K
7,191
+0%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$786.5K
13,624
减持
VB
VANGUARD INDEX FDS
-$744.8K
22,750
-21%
增持
VOO
VANGUARD INDEX FDS
+$589.6K
9,707
+1%
减持
DFEM
DIMENSIONAL ETF TRUST
-$573.7K
97,919
-25%
增持
VV
VANGUARD INDEX FDS
+$523.4K
15,510
+3%
建仓
QCOM
QUALCOMM INC
+$485.7K
4,080
增持
DFSV
DIMENSIONAL ETF TRUST
+$467.1K
67,518
+32%
建仓
BA
BOEING CO
+$445.5K
2,110
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$426.0K
89,437
-14%
减持
DFAS
DIMENSIONAL ETF TRUST
+$414.0K
159,995
-2%
减持
SLYV
SPDR SER TR
-$405.1K
14,031
-30%
清仓
VYM
VANGUARD WHITEHALL FDS
-$364.8K
0
-100%
建仓
ALK
ALASKA AIR GROUP INC
+$349.1K
6,564
减持
GLDM
WORLD GOLD TR
-$320.3K
844,348
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$308.9K
12,655
-2%
清仓
AMZN
AMAZON COM INC
-$308.8K
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$307.1K
40,506
-21%
增持
VPU
VANGUARD WORLD FDS
-$302.1K
61,222
+4%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$296.4K
6,395
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$291.3K
2,637
增持
MDLZ
MONDELEZ INTL INC
+$272.6K
43,171
+0%
减持
V
VISA INC
+$271.2K
11,652
-3%
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$270.3K
14,999
建仓
DFLV
DIMENSIONAL ETF TRUST
+$268.6K
10,576
增持
VTEB
VANGUARD MUN BD FDS
+$265.9K
88,269
+5%
增持
DFAR
DIMENSIONAL ETF TRUST
+$240.5K
49,007
+27%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$238.5K
3,804
减持
VTI
VANGUARD INDEX FDS
+$226.6K
9,062
-2%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$225.8K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$217.2K
0
-100%
建仓
INVH
INVITATION HOMES INC
+$214.2K
6,226
减持
IVW
ISHARES TR
+$213.9K
18,531
-1%
增持
GLD
SPDR GOLD TR
+$207.7K
3,195
+50%
减持
SCHX
SCHWAB STRATEGIC TR
+$206.7K
30,260
-1%
清仓
IWN
ISHARES TR
-$206.3K
0
-100%
减持
SPYM
SPDR SER TR
+$194.5K
45,988
-6%
减持
MA
MASTERCARD INCORPORATED
+$191.2K
15,951
-9%
减持
IWD
ISHARES TR
-$182.6K
4,810
-23%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$164.0K
231,770
+34%
减持
SPYV
SPDR SER TR
+$163.3K
64,879
-4%
减持
DFAX
DIMENSIONAL ETF TRUST
-$161.8K
433,089
-9%
减持
—
EXXON MOBIL CORP
-$158.6K
18,669
-5%
增持
SCHO
SCHWAB STRATEGIC TR
+$150.9K
45,918
+8%
减持
HD
HOME DEPOT INC
-$150.8K
2,166
-17%
增持
DUHP
DIMENSIONAL ETF TRUST
+$150.3K
34,398
+8%
减持
PG
PROCTER AND GAMBLE CO
-$141.2K
4,232
-18%
减持
DFIC
DIMENSIONAL ETF TRUST
+$132.6K
239,028
-6%
减持
DFAT
DIMENSIONAL ETF TRUST
+$129.5K
179,903
-4%
增持
MCD
MCDONALDS CORP
+$128.5K
3,676
+0%
增持
DFNM
DIMENSIONAL ETF TRUST
+$121.2K
64,863
+4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$117.5K
43,279
+1%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$109.4K
3,567
+2%
减持
LLY
LILLY ELI & CO
+$108.3K
1,908
-11%
减持
DFAE
DIMENSIONAL ETF TRUST
+$107.2K
81,184
-1%
减持
SPDW
SPDR INDEX SHS FDS
+$107.2K
102,136
-6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$94.2K
11,730
-0%
减持
NEE
NEXTERA ENERGY INC
-$77.6K
7,638
-1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$74.3K
11,819
+17%
减持
IWF
ISHARES TR
+$73.7K
4,721
-17%
减持
CL
COLGATE PALMOLIVE CO
-$69.7K
5,091
-13%
增持
BF/A
BROWN FORMAN CORP
+$65.7K
26,174
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$59.0K
162,506
-10%
减持
SCHF
SCHWAB STRATEGIC TR
-$56.7K
26,605
-15%
减持
SPSM
SPDR SER TR
-$54.5K
20,509
-11%
增持
BND
VANGUARD BD INDEX FDS
+$53.0K
9,024
+8%
减持
IJR
ISHARES TR
+$51.3K
11,277
-0%
增持
DFEV
DIMENSIONAL ETF TRUST
+$51.0K
10,765
+15%
减持
DFAU
DIMENSIONAL ETF TRUST
+$43.6K
27,664
-8%
增持
PM
PHILIP MORRIS INTL INC
+$42.0K
12,286
+7%
增持
O
REALTY INCOME CORP
+$37.5K
7,132
+16%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$32.6K
1,950
-8%
增持
SCHE
SCHWAB STRATEGIC TR
+$31.1K
31,932
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$30.8K
20,352
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$28.6K
8,635
-2%
减持
SCHA
SCHWAB STRATEGIC TR
-$25.6K
42,559
-9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$23.6K
2,124
+0%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$19.4K
6,369
-4%
减持
EMXC
ISHARES INC
+$18.2K
4,508
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$15.9K
36,070
+0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$13.0K
5,112
-8%
减持
IVV
ISHARES TR
+$12.7K
1,863
-12%
增持
ICF
ISHARES TR
+$11.6K
6,534
+2%
增持
BF/B
BROWN FORMAN CORP
+$9.4K
7,209
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
-$6.7K
66,901
-9%
减持
IVE
ISHARES TR
+$6.1K
2,484
-9%
减持
VNQ
VANGUARD INDEX FDS
-$5.4K
64,601
-1%
减持
BNDW
VANGUARD SCOTTSDALE FDS
+$3.8K
4,412
-1%
减持
IWM
ISHARES TR
+$2.5K
3,391
-7%
减持
IJS
ISHARES TR
+$1.9K
12,084
-4%
减持
EEM
ISHARES TR
-$1.3K
13,487
-4%
减持
EFA
ISHARES TR
-$1.2K
3,939
-10%
