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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 110 项
建仓 12
增持 58
减持 40
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
+$4.0M
106,270
-0%
增持
GLDM
WORLD GOLD TR
+$3.7M
854,157
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.5M
655,137
+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。
减持
DFUV
DIMENSIONAL ETF TRUST
+$2.8M
934,846
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.6M
66,459
+198%
增持
MMM
3M CO
+$2.3M
63,389
+30%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.2M
329,956
+24%
减持
SCHB
SCHWAB STRATEGIC TR
+$2.2M
370,768
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.0M
179,951
+8%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.8M
149,474
+58%
增持
QQQ
INVESCO QQQ TR
+$1.7M
32,979
+0%
增持
AAPL
APPLE INC
+$1.6M
74,492
+0%
增持
VNQ
VANGUARD INDEX FDS
+$1.5M
71,578
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
28,249
+0%
增持
MGC
VANGUARD WORLD FD
+$1.4M
76,617
+0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.4M
76,189
+172%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.2M
109,095
+38%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.2M
173,947
+0%
减持
INTC
INTEL CORP
+$1.2M
98,441
-8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.1M
29,027
-30%
减持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
254,902
-3%
增持
VV
VANGUARD INDEX FDS
+$1.0M
18,468
+20%
增持
DFEM
DIMENSIONAL ETF TRUST
+$988.1K
143,041
+29%
增持
PM
PHILIP MORRIS INTL INC
+$880.8K
21,360
+75%
减持
TIP
ISHARES TR
-$804.6K
30,306
-23%
增持
VTV
VANGUARD INDEX FDS
+$784.5K
67,353
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$775.7K
414,421
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$772.8K
75,950
-21%
增持
VB
VANGUARD INDEX FDS
+$743.0K
23,342
+4%
减持
VBR
VANGUARD INDEX FDS
+$701.6K
36,985
-1%
减持
IAU
ISHARES GOLD TR
+$696.2K
244,565
-3%
增持
MLM
MARTIN MARIETTA MATLS INC
+$643.0K
7,213
+0%
增持
DFNM
DIMENSIONAL ETF TRUST
+$626.5K
75,169
+16%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$587.2K
160,090
-1%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$535.0K
10,044
增持
MA
MASTERCARD INCORPORATED
+$498.4K
15,995
+0%
减持
VPU
VANGUARD WORLD FDS
+$489.6K
62,143
-1%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$482.6K
261,792
-8%
建仓
DFVX
DIMENSIONAL ETF TRUST
+$475.7K
8,472
增持
VOO
VANGUARD INDEX FDS
+$457.5K
9,545
+1%
减持
SHY
ISHARES TR
-$454.2K
76,359
-8%
减持
GOOG
ALPHABET INC
+$444.7K
64,456
-2%
增持
DFSD
DIMENSIONAL ETF TRUST
+$422.9K
18,014
+97%
增持
DFAR
DIMENSIONAL ETF TRUST
+$418.9K
59,531
+24%
增持
V
VISA INC
+$350.9K
11,398
+0%
减持
—
EXXON MOBIL CORP
-$335.4K
17,760
-1%
减持
DOW
DOW INC
+$324.5K
166,674
-3%
减持
SPYV
SPDR SER TR
+$319.2K
63,508
-1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$312.8K
18,901
+56%
增持
SCHA
SCHWAB STRATEGIC TR
+$274.6K
42,727
+1%
建仓
VYM
VANGUARD WHITEHALL FDS
+$269.9K
2,418
增持
DFAI
DIMENSIONAL ETF TRUST
+$266.6K
71,016
+5%
建仓
NYF
ISHARES TR
+$266.4K
4,925
增持
SCHO
SCHWAB STRATEGIC TR
+$264.8K
44,824
+13%
增持
DFAE
DIMENSIONAL ETF TRUST
+$260.0K
87,519
+7%
建仓
VGT
VANGUARD WORLD FDS
+$257.5K
532
增持
SPYM
SPDR SER TR
+$255.8K
44,972
+0%
建仓
NOW
SERVICENOW INC
+$247.3K
350
减持
JPM
JPMORGAN CHASE & CO
+$238.6K
10,762
-2%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$228.4K
7,529
+71%
建仓
TLT
ISHARES TR
+$225.0K
2,275
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$223.2K
1,761
建仓
XLK
SELECT SECTOR SPDR TR
+$206.9K
1,075
建仓
SAP
SAP SE
+$206.1K
1,333
增持
AMT
AMERICAN TOWER CORP NEW
+$204.0K
3,838
+1%
建仓
VCEB
VANGUARD WORLD FD
+$201.9K
3,186
减持
VTI
VANGUARD INDEX FDS
+$200.3K
8,607
-1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$198.6K
31,319
+11%
增持
BSV
VANGUARD BD INDEX FDS
+$197.5K
36,135
+5%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$197.4K
4,246
+14%
建仓
PFFD
GLOBAL X FDS
+$196.0K
10,101
减持
IJS
ISHARES TR
+$163.9K
12,758
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$158.8K
25,926
+14%
增持
DUHP
DIMENSIONAL ETF TRUST
+$152.8K
51,222
+0%
增持
MDLZ
MONDELEZ INTL INC
+$152.6K
43,690
+1%
减持
CVX
CHEVRON CORP NEW
-$146.4K
3,949
-9%
减持
IWF
ISHARES TR
+$138.2K
4,598
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$135.0K
96,370
-5%
增持
BND
VANGUARD BD INDEX FDS
+$129.4K
10,410
+14%
增持
MCD
MCDONALDS CORP
+$128.4K
3,717
+1%
减持
DIS
DISNEY WALT CO
+$124.8K
14,248
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$112.4K
39,129
+3%
减持
IVW
ISHARES TR
+$108.3K
18,975
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$99.9K
12,462
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$99.5K
84,593
-2%
减持
IJR
ISHARES TR
+$87.8K
6,442
-0%
增持
LLY
ELI LILLY & CO
+$87.2K
1,788
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$85.6K
1,967
+0%
增持
EMXC
ISHARES INC
+$84.8K
5,585
+24%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$82.5K
7,035
+27%
增持
SCHF
SCHWAB STRATEGIC TR
+$79.9K
26,607
+0%
减持
IVV
ISHARES TR
+$75.2K
1,809
-2%
减持
DFIV
DIMENSIONAL ETF TRUST
+$51.5K
42,755
-2%
增持
BF/A
BROWN FORMAN CORP
+$44.4K
26,339
+0%
增持
CL
COLGATE PALMOLIVE CO
+$43.9K
5,095
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$43.3K
10,043
+5%
增持
EEM
ISHARES TR
+$35.6K
13,477
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$34.1K
3,338
+1%
减持
GLD
SPDR GOLD TR
+$33.0K
1,917
-1%
增持
NKE
NIKE INC
+$29.6K
2,235
+0%
减持
—
TE CONNECTIVITY LTD
-$28.3K
1,829
-21%
减持
AGG
ISHARES TR
+$26.4K
14,150
-3%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$24.6K
5,129
-18%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$23.5K
14,669
-1%
减持
IVE
ISHARES TR
+$21.7K
2,116
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$21.3K
2,064
-3%
减持
SCHE
SCHWAB STRATEGIC TR
-$9.5K
30,456
-5%
减持
MSFT
MICROSOFT CORP
-$3.9K
737
-17%
增持
PG
PROCTER AND GAMBLE CO
+$3.4K
4,239
+0%
增持
BF/B
BROWN FORMAN CORP
-$2.8K
7,256
+0%
