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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 107 项
建仓 10
增持 51
减持 45
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.3M
653,176
-0%
减持
VUG
VANGUARD INDEX FDS
+$3.1M
104,885
-1%
增持
GLDM
WORLD GOLD TR
+$3.0M
862,232
+1%
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
+$3.0M
923,211
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.3M
230,749
+61%
减持
SCHB
SCHWAB STRATEGIC TR
+$2.0M
370,758
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.9M
15,140
-48%
增持
AAPL
APPLE INC
-$1.6M
74,549
+0%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.5M
247,406
-5%
减持
TSLA
TESLA INC
-$1.4M
17,833
-2%
增持
MGC
VANGUARD WORLD FD
+$1.4M
76,856
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$1.3M
28,203
-0%
增持
QQQ
INVESCO QQQ TR
+$1.2M
33,032
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.0M
354,034
+7%
减持
INTC
INTEL CORP
-$999.0K
89,374
-9%
增持
MA
MASTERCARD INCORPORATED
+$891.4K
16,017
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$887.0K
52,773
+69%
减持
VZ
VERIZON COMMUNICATIONS INC
+$846.8K
249,203
-2%
增持
MLM
MARTIN MARIETTA MATLS INC
+$841.4K
7,232
+0%
增持
MMM
3M CO
+$751.6K
72,417
+14%
减持
VTV
VANGUARD INDEX FDS
+$744.1K
66,397
-1%
增持
VOO
VANGUARD INDEX FDS
+$637.6K
10,000
+5%
减持
SPEM
SPDR INDEX SHS FDS
-$633.2K
20,789
-47%
增持
DFGR
DIMENSIONAL ETF TRUST
+$619.7K
176,381
+18%
减持
IAU
ISHARES GOLD TR
+$584.3K
241,126
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$565.7K
13,898
-46%
减持
DFAE
DIMENSIONAL ETF TRUST
-$563.2K
62,576
-29%
增持
CVX
CHEVRON CORP NEW
+$495.1K
6,873
+74%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$474.9K
5,899
增持
JPM
JPMORGAN CHASE & CO
+$445.7K
11,365
+6%
增持
DFSV
DIMENSIONAL ETF TRUST
+$438.8K
120,121
+10%
减持
VTEB
VANGUARD MUN BD FDS
-$433.1K
68,067
-10%
增持
VB
VANGUARD INDEX FDS
+$427.4K
23,653
+1%
增持
VV
VANGUARD INDEX FDS
+$408.8K
18,508
+0%
减持
VBR
VANGUARD INDEX FDS
+$385.1K
36,696
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$383.0K
178,243
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$379.2K
21,057
+110%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$373.3K
2,068
增持
DFLV
DIMENSIONAL ETF TRUST
+$340.0K
80,056
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$331.1K
159,446
-0%
增持
DFVX
DIMENSIONAL ETF TRUST
+$320.3K
12,706
+50%
减持
GOOGL
ALPHABET INC
+$320.2K
28,820
-0%
减持
DFAR
DIMENSIONAL ETF TRUST
-$317.0K
46,345
-22%
建仓
VBK
VANGUARD INDEX FDS
+$309.5K
1,187
建仓
MRK
MERCK & CO INC
+$302.2K
2,290
增持
—
EXXON MOBIL CORP
+$293.4K
17,800
+0%
增持
DFSD
DIMENSIONAL ETF TRUST
+$291.4K
24,197
+34%
建仓
BIL
SPDR SER TR
+$284.4K
3,098
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$283.2K
76,456
-10%
建仓
GE
GENERAL ELECTRIC CO
+$283.1K
1,613
减持
DFAX
DIMENSIONAL ETF TRUST
+$275.3K
408,625
-1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$274.7K
55,051
+7%
增持
DFNM
DIMENSIONAL ETF TRUST
+$271.6K
81,473
+8%
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$261.6K
1,123
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$249.7K
2,423
增持
AGG
ISHARES TR
+$246.5K
16,856
+19%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$242.0K
70,924
+7%
增持
SHY
ISHARES TR
+$229.6K
79,409
+4%
增持
PG
PROCTER AND GAMBLE CO
+$229.4K
5,242
+24%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$227.3K
910
减持
VPU
VANGUARD WORLD FD
+$214.6K
61,246
-1%
减持
V
VISA INC
+$207.7K
11,378
-0%
减持
SPYV
SPDR SER TR
+$207.6K
63,253
-0%
建仓
—
JOHNSON CTLS INTL PLC
+$204.5K
3,130
增持
SPDW
SPDR INDEX SHS FDS
+$189.7K
96,741
+0%
减持
VTI
VANGUARD INDEX FDS
+$184.7K
8,566
-0%
增持
BF/A
BROWN FORMAN CORP
-$169.9K
26,434
+0%
减持
DOW
DOW INC
-$167.4K
154,895
-7%
减持
IVW
ISHARES TR
+$162.3K
18,798
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$157.9K
170,138
-2%
增持
CI
THE CIGNA GROUP
+$140.8K
2,064
+2%
减持
SPYM
SPDR SER TR
+$119.0K
42,791
-5%
减持
DFAI
DIMENSIONAL ETF TRUST
+$102.7K
70,702
-0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$102.6K
21,550
+14%
增持
DFGP
DIMENSIONAL ETF TRUST
+$99.0K
11,876
+18%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$95.4K
11,464
-2%
减持
SCHA
SCHWAB STRATEGIC TR
-$80.0K
39,366
-8%
增持
MDLZ
MONDELEZ INTL INC
-$79.4K
44,072
+1%
减持
IVV
ISHARES TR
+$76.5K
1,789
-1%
减持
HD
HOME DEPOT INC
+$68.0K
2,134
-1%
增持
SCHO
SCHWAB STRATEGIC TR
+$54.3K
46,174
+3%
增持
CL
COLGATE PALMOLIVE CO
+$52.8K
5,096
+0%
增持
MCD
MCDONALDS CORP
-$47.9K
3,739
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$44.9K
3,515
+5%
增持
BSV
VANGUARD BD INDEX FDS
+$44.9K
36,885
+2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$44.0K
1,975
+0%
增持
BF/B
BROWN FORMAN CORP
-$38.3K
7,283
+0%
增持
NKE
NIKE INC
-$31.9K
2,243
+0%
增持
EMXC
ISHARES INC
+$28.4K
5,868
+5%
减持
TIP
ISHARES TR
-$27.7K
30,071
-1%
减持
SCHV
SCHWAB STRATEGIC TR
+$26.1K
5,750
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$25.8K
2,067
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$25.2K
7,835
-9%
减持
GLD
SPDR GOLD TR
+$23.8K
1,897
-1%
清仓
—
HOMOLOGY MEDICINES INC
-$22.5K
0
-100%
减持
IJS
ISHARES TR
-$21.8K
12,584
-1%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$21.0K
14,845
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$14.6K
6,763
-4%
减持
EFA
ISHARES TR
+$14.6K
3,899
-1%
减持
IVE
ISHARES TR
-$11.7K
1,907
-10%
增持
PFFD
GLOBAL X FDS
+$10.2K
10,224
+1%
增持
VNQ
VANGUARD INDEX FDS
-$9.7K
73,022
+2%
增持
PM
PHILIP MORRIS INTL INC
-$8.0K
21,846
+2%
减持
IJR
ISHARES TR
-$5.8K
6,257
-3%
增持
BND
VANGUARD BD INDEX FDS
+$4.1K
10,598
+2%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$3.5K
7,646
+2%
增持
VCEB
VANGUARD WORLD FD
+$3.4K
3,272
+3%
