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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 123 项
建仓 4
增持 47
减持 69
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
SHV
ISHARES TR
+$3.2M
29,114
增持
AAPL
APPLE INC
+$2.9M
74,616
+0%
减持
INTC
INTEL CORP
-$2.8M
35,833
-60%
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
—
WALGREENS BOOTS ALLIANCE INC
-$2.6M
232,830
-6%
减持
TSLA
TESLA INC
-$2.5M
3,148
-82%
减持
VUG
VANGUARD INDEX FDS
+$2.4M
103,033
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
-$2.1M
907,819
-2%
增持
GOOG
ALPHABET INC
+$2.0M
64,527
+0%
增持
CVX
CHEVRON CORP NEW
+$1.5M
16,297
+137%
减持
GLDM
WORLD GOLD TR
-$1.4M
794,018
-8%
减持
TIP
ISHARES TR
-$1.2M
18,862
-37%
增持
QQQ
INVESCO QQQ TR
+$1.2M
33,117
+0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
650,601
-0%
减持
DOW
DOW INC
-$1.0M
150,217
-3%
增持
GOOGL
ALPHABET INC
+$905.7K
28,853
+0%
减持
VYMI
VANGUARD WHITEHALL FDS
-$902.5K
261,540
-4%
建仓
SOLV
SOLVENTUM CORP
+$891.8K
16,865
减持
MA
MASTERCARD INCORPORATED
-$884.4K
15,480
-3%
增持
DFNM
DIMENSIONAL ETF TRUST
+$652.0K
95,667
+17%
增持
DFGR
DIMENSIONAL ETF TRUST
+$642.3K
205,896
+17%
增持
SPY
SPDR S&P 500 ETF TR
+$629.3K
28,263
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$602.8K
166,912
-2%
增持
MLM
MARTIN MARIETTA MATLS INC
-$516.6K
7,242
+0%
减持
MDLZ
MONDELEZ INTL INC
-$430.6K
40,562
-8%
减持
VBR
VANGUARD INDEX FDS
-$416.5K
36,296
-1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$361.5K
31,910
+32%
增持
DFAS
DIMENSIONAL ETF TRUST
-$356.3K
179,017
+0%
减持
VTV
VANGUARD INDEX FDS
-$339.3K
65,296
-2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$324.3K
60,087
+14%
增持
VOO
VANGUARD INDEX FDS
+$295.8K
10,203
+2%
减持
IAU
ISHARES GOLD TR
-$289.6K
223,994
-7%
增持
SCHO
SCHWAB STRATEGIC TR
+$288.5K
52,244
+13%
建仓
IRM
IRON MTN INC DEL
+$278.1K
3,103
建仓
SUB
ISHARES TR
+$276.0K
2,640
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$271.0K
9,332
+58%
增持
VB
VANGUARD INDEX FDS
-$246.5K
23,667
+0%
增持
PM
PHILIP MORRIS INTL INC
+$242.0K
22,140
+1%
减持
DFEM
DIMENSIONAL ETF TRUST
+$240.0K
229,023
-1%
增持
BF/A
BROWN FORMAN CORP
-$228.5K
26,540
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$226.9K
368,858
+4%
减持
SCHB
SCHWAB STRATEGIC TR
+$222.1K
363,558
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$213.7K
248,373
-0%
清仓
NKE
NIKE INC
-$210.8K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$205.3K
157,711
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$203.8K
17,895
+18%
减持
VNQ
VANGUARD INDEX FDS
-$202.4K
72,977
-0%
清仓
—
CAPSTAR FINL HLDGS INC
-$201.0K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$199.8K
27,066
+29%
增持
VV
VANGUARD INDEX FDS
+$185.5K
18,520
+0%
增持
DFGP
DIMENSIONAL ETF TRUST
+$184.0K
15,459
+30%
增持
V
VISA INC
-$183.5K
11,398
+0%
减持
DUHP
DIMENSIONAL ETF TRUST
-$183.1K
48,672
-12%
增持
MSFT
MICROSOFT CORP
+$162.4K
1,057
+43%
增持
IVW
ISHARES TR
+$152.4K
18,799
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
-$149.5K
120,435
+0%
减持
DFCF
DIMENSIONAL ETF TRUST
-$148.2K
18,195
-16%
减持
SPDW
SPDR INDEX SHS FDS
-$145.2K
94,699
-2%
减持
CCI
CROWN CASTLE INC
-$145.1K
3,859
-22%
增持
MMM
3M CO
-$128.1K
73,913
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$127.7K
403,924
-1%
减持
PSA
PUBLIC STORAGE OPER CO
-$125.4K
1,368
-24%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$119.4K
75,708
-1%
减持
VPU
VANGUARD WORLD FD
-$118.4K
58,235
-5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$110.8K
64,078
+2%
减持
SPYV
SPDR SER TR
-$103.9K
62,887
-1%
减持
IJS
ISHARES TR
-$97.7K
12,290
-2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$97.5K
3,203
-14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$96.9K
12,644
+1%
增持
MCD
MCDONALDS CORP
-$95.2K
3,763
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$92.9K
41,133
-4%
减持
—
EXXON MOBIL CORP
-$84.3K
17,241
-3%
减持
EQIX
EQUINIX INC
-$84.3K
890
-3%
减持
SPYM
SPDR SER TR
+$77.5K
42,351
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$76.4K
39,241
-0%
减持
IWD
ISHARES TR
-$71.9K
4,526
-6%
增持
BND
VANGUARD BD INDEX FDS
+$68.8K
11,638
+10%
减持
O
REALTY INCOME CORP
-$66.9K
6,676
-14%
增持
BF/B
BROWN FORMAN CORP
-$60.1K
7,314
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$54.3K
30,074
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$52.0K
14,784
+6%
增持
DFLV
DIMENSIONAL ETF TRUST
+$51.7K
84,836
+6%
减持
VYM
VANGUARD WHITEHALL FDS
-$51.3K
2,034
-16%
减持
IWM
ISHARES TR
-$50.7K
3,265
-4%
减持
VTI
VANGUARD INDEX FDS
+$48.9K
8,505
-1%
减持
DFAI
DIMENSIONAL ETF TRUST
-$41.5K
70,615
-0%
增持
EMXC
ISHARES INC
+$39.3K
6,370
+9%
减持
AMT
AMERICAN TOWER CORP NEW
-$36.0K
3,716
-3%
增持
CL
COLGATE PALMOLIVE CO
+$35.7K
5,097
+0%
减持
VICI
VICI PPTYS INC
-$35.0K
10,805
-7%
增持
BSV
VANGUARD BD INDEX FDS
+$34.2K
37,317
+1%
减持
IJR
ISHARES TR
-$30.0K
6,202
-1%
减持
AGG
ISHARES TR
-$25.2K
16,747
-1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$24.2K
14,792
-0%
增持
PLD
PROLOGIS INC.
-$23.0K
6,303
+12%
减持
IWF
ISHARES TR
-$22.8K
4,189
-9%
减持
ICF
ISHARES TR
-$18.3K
6,261
-4%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$18.0K
7,979
+4%
减持
SCHE
SCHWAB STRATEGIC TR
+$15.8K
29,550
-3%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$14.8K
70,766
-0%
减持
IVE
ISHARES TR
-$14.6K
1,877
-2%
增持
PG
PROCTER AND GAMBLE CO
+$14.6K
5,246
+0%
减持
DLR
DIGITAL RLTY TR INC
-$14.1K
3,078
-8%
减持
EEM
ISHARES TR
+$14.0K
13,327
-1%
减持
DFAR
DIMENSIONAL ETF TRUST
-$13.2K
46,315
-0%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$12.9K
5,010
-2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$10.0K
1,983
+0%
减持
AVB
AVALONBAY CMNTYS INC
+$9.7K
1,465
-7%
减持
XLK
SELECT SECTOR SPDR TR
+$9.1K
1,030
-4%
减持
EXR
EXTRA SPACE STORAGE INC
-$9.1K
2,173
-8%
减持
GLD
SPDR GOLD TR
-$8.4K
1,776
-6%
减持
EFA
ISHARES TR
-$7.5K
3,879
-1%
减持
EQR
EQUITY RESIDENTIAL
+$7.4K
3,635
-6%
增持
DFVX
DIMENSIONAL ETF TRUST
-$6.8K
12,707
+0%
清仓
—
CASA SYS INC
-$5.5K
0
-100%
减持
DFEV
DIMENSIONAL ETF TRUST
-$5.1K
9,976
-7%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$5.0K
6,734
-0%
减持
IVV
ISHARES TR
-$4.8K
1,710
-4%
减持
SPEM
SPDR INDEX SHS FDS
+$4.3K
20,087
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$3.3K
68,799
+1%
增持
SHY
ISHARES TR
-$2.2K
79,509
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$701
11,251
-1%
增持
PFFD
GLOBAL X FDS
+$190
10,483
+3%
增持
BIL
SPDR SER TR
+$174
3,100
+0%