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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 116 项
建仓 1
增持 58
减持 50
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$2.5M
106,636
-4%
减持
VYMI
VANGUARD WHITEHALL FDS
-$2.3M
273,631
-10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.0M
41,579
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。
-29%
减持
AAPL
APPLE INC
-$1.7M
74,317
-0%
减持
CVX
CHEVRON CORP NEW
-$1.6M
4,362
-70%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.6M
263,171
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.2M
940,578
-2%
减持
IAU
ISHARES GOLD TR
-$957.5K
252,907
-6%
增持
GLDM
WORLD GOLD TR
-$887.2K
853,083
+1%
减持
DOW
DOW INC
-$832.2K
170,984
-6%
增持
MMM
3M CO
+$768.2K
48,934
+28%
减持
DFAX
DIMENSIONAL ETF TRUST
-$750.9K
414,940
-4%
增持
DFUS
DIMENSIONAL ETF TRUST
-$718.1K
653,367
+1%
增持
VPU
VANGUARD WORLD FDS
-$675.5K
62,947
+3%
减持
GOOG
ALPHABET INC
+$664.0K
65,522
-1%
减持
VNQ
VANGUARD INDEX FDS
-$588.6K
63,567
-2%
减持
DIS
DISNEY WALT CO
-$547.1K
14,332
-25%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$517.8K
0
-100%
减持
IJR
ISHARES TR
-$514.2K
6,462
-43%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$499.2K
22,321
+64%
清仓
QCOM
QUALCOMM INC
-$485.7K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
-$484.3K
370,780
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$448.9K
94,555
+38%
清仓
BA
BOEING CO
-$445.5K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$439.0K
67,316
-2%
增持
DFLV
DIMENSIONAL ETF TRUST
+$427.5K
28,058
+165%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$423.4K
161,965
-0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$409.2K
265,969
+11%
减持
DFAT
DIMENSIONAL ETF TRUST
-$402.7K
173,844
-3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$399.7K
51,096
+49%
增持
SPY
SPDR S&P 500 ETF TR
-$374.6K
28,164
+1%
增持
MLM
MARTIN MARIETTA MATLS INC
-$364.1K
7,201
+0%
增持
QQQ
INVESCO QQQ TR
-$352.4K
32,933
+0%
清仓
ALK
ALASKA AIR GROUP INC
-$349.1K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$309.4K
3,320
增持
MGC
VANGUARD WORLD FD
-$305.4K
76,315
+0%
减持
SCHO
SCHWAB STRATEGIC TR
-$299.9K
39,818
-13%
减持
VB
VANGUARD INDEX FDS
-$288.1K
22,408
-2%
减持
GOOGL
ALPHABET INC
+$283.0K
28,847
-1%
增持
SHY
ISHARES TR
+$272.7K
82,978
+4%
减持
PLD
PROLOGIS INC.
-$272.0K
5,613
-24%
增持
DFSV
DIMENSIONAL ETF TRUST
+$266.8K
79,006
+17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$261.0K
86,134
-4%
增持
BF/A
BROWN FORMAN CORP
-$256.5K
26,250
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$250.3K
285,648
+23%
减持
VOO
VANGUARD INDEX FDS
-$241.8K
9,452
-3%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$238.5K
0
-100%
减持
GLD
SPDR GOLD TR
-$236.1K
1,945
-39%
增持
DFEM
DIMENSIONAL ETF TRUST
+$227.2K
110,775
+13%
增持
VTEB
VANGUARD MUN BD FDS
+$217.2K
96,675
+10%
清仓
—
JOHNSON CTLS INTL PLC
-$213.3K
0
-100%
减持
TIP
ISHARES TR
-$206.7K
39,166
-1%
增持
VBR
VANGUARD INDEX FDS
-$205.9K
37,335
+0%
清仓
PFE
PFIZER INC
-$204.4K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$181.0K
101,340
-1%
减持
MSFT
MICROSOFT CORP
-$163.4K
890
-32%
减持
SPYV
SPDR SER TR
-$160.6K
64,038
-1%
减持
VTI
VANGUARD INDEX FDS
-$154.7K
8,669
-4%
减持
V
VISA INC
-$150.3K
11,376
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$140.2K
34,397
-5%
减持
SPYM
SPDR SER TR
-$138.3K
44,929
-2%
增持
MDLZ
MONDELEZ INTL INC
-$137.1K
43,398
+1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$127.5K
9,140
+43%
增持
MCD
MCDONALDS CORP
-$123.3K
3,696
+1%
减持
VV
VANGUARD INDEX FDS
-$122.4K
15,442
-0%
减持
SCHA
SCHWAB STRATEGIC TR
-$120.3K
42,100
-1%
减持
DFAR
DIMENSIONAL ETF TRUST
-$119.8K
47,892
-2%
减持
SPEM
SPDR INDEX SHS FDS
-$119.5K
37,925
-6%
减持
JPM
JPMORGAN CHASE & CO
-$111.9K
10,978
-6%
减持
—
EXXON MOBIL CORP
+$108.8K
17,954
-4%
增持
VTIP
VANGUARD MALVERN FDS
+$107.4K
22,683
+11%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$97.5K
11,700
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$80.6K
3,798
+35%
增持
EXR
EXTRA SPACE STORAGE INC
+$77.4K
2,359
+68%
减持
EQIX
EQUINIX INC
-$72.5K
918
-3%
减持
PM
PHILIP MORRIS INTL INC
-$70.7K
12,192
-1%
增持
DFNM
DIMENSIONAL ETF TRUST
-$69.5K
64,987
+0%
增持
DLR
DIGITAL RLTY TR INC
+$68.1K
3,347
+13%
增持
BF/B
BROWN FORMAN CORP
-$64.3K
7,231
+0%
减持
SPSM
SPDR SER TR
-$62.1K
19,905
-3%
增持
DFAI
DIMENSIONAL ETF TRUST
-$60.5K
67,686
+1%
减持
LLY
ELI LILLY & CO
+$60.2K
1,778
-7%
增持
DFAE
DIMENSIONAL ETF TRUST
-$54.5K
81,969
+1%
减持
IVE
ISHARES TR
-$54.1K
2,251
-9%
增持
MA
MASTERCARD INCORPORATED
+$50.3K
15,972
+0%
减持
IVV
ISHARES TR
-$41.5K
1,837
-1%
增持
O
REALTY INCOME CORP
-$39.1K
7,755
+9%
增持
NKE
NIKE INC
-$32.2K
2,228
+0%
增持
CL
COLGATE PALMOLIVE CO
-$30.1K
5,093
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$29.4K
12,403
-2%
增持
VICI
VICI PPTYS INC
+$27.4K
11,563
+18%
减持
EEM
ISHARES TR
-$27.2K
13,342
-1%
增持
AGG
ISHARES TR
-$25.4K
14,653
+2%
增持
PG
PROCTER AND GAMBLE CO
-$24.4K
4,235
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
-$22.7K
166,604
+4%
增持
BND
VANGUARD BD INDEX FDS
-$19.7K
9,118
+1%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
-$18.0K
1,214
+8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$14.9K
5,535
+8%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$14.7K
1,958
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
-$14.5K
28,139
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$14.4K
2,127
+0%
增持
INVH
INVITATION HOMES INC
-$13.8K
6,323
+2%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$12.9K
6,244
-2%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$12.8K
14,864
-1%
增持
IVW
ISHARES TR
+$10.7K
19,245
+4%
增持
SPG
SIMON PPTY GROUP INC NEW
+$9.7K
3,730
+10%
增持
PSA
PUBLIC STORAGE
+$7.3K
1,789
+13%
增持
EQR
EQUITY RESIDENTIAL
-$5.7K
3,876
+10%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$4.8K
3,718
+4%
增持
DFCF
DIMENSIONAL ETF TRUST
-$4.6K
12,104
+2%
增持
DFIV
DIMENSIONAL ETF TRUST
-$4.2K
43,456
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.9K
9,552
+5%
增持
AVB
AVALONBAY CMNTYS INC
-$2.5K
1,581
+9%
减持
INTC
INTEL CORP
-$2.4K
106,791
-6%
增持
IJS
ISHARES TR
+$2.0K
12,901
+7%
增持
CCI
CROWN CASTLE INC
-$886
4,934
+24%
