小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 120 项
建仓 7
增持 52
减持 55
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.7M
126,448
+595%
减持
SHY
ISHARES TR
-$3.1M
40,605
-49%
减持
GLDM
WORLD GOLD TR
+$2.9M
756,959
-5%
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。
增持
VUG
VANGUARD INDEX FDS
+$2.8M
107,693
+5%
增持
AAPL
APPLE INC
+$1.7M
74,844
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.7M
895,101
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
21,325
+19%
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.5M
639,554
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.3M
363,669
+0%
减持
VPU
VANGUARD WORLD FD
+$1.3M
56,740
-3%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.1M
189,021
-19%
清仓
INTC
INTEL CORP
-$1.1M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$1.0M
24,410
+50%
增持
GOOG
ALPHABET INC
-$1.0M
64,606
+0%
减持
MMM
3M CO
+$971.9K
62,363
-16%
增持
DFGR
DIMENSIONAL ETF TRUST
+$902.1K
209,543
+2%
减持
DFAU
DIMENSIONAL ETF TRUST
-$886.8K
34,414
-43%
减持
VTV
VANGUARD INDEX FDS
+$866.1K
64,961
-1%
减持
VNQ
VANGUARD INDEX FDS
+$856.3K
71,535
-2%
增持
MA
MASTERCARD INCORPORATED
+$825.5K
15,501
+0%
增持
MGC
VANGUARD WORLD FD
+$816.1K
77,327
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$799.5K
28,202
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$731.6K
12,765
+1%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$669.7K
10,554
增持
DFGP
DIMENSIONAL ETF TRUST
+$651.0K
26,659
+72%
清仓
TSLA
TESLA INC
-$622.9K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$605.0K
16,130
+73%
增持
VOO
VANGUARD INDEX FDS
+$565.7K
10,742
+5%
增持
DOW
DOW INC
+$549.2K
155,926
+4%
减持
VBR
VANGUARD INDEX FDS
+$547.9K
35,724
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
+$520.1K
173,842
-3%
增持
SHV
ISHARES TR
+$495.6K
33,560
+15%
减持
DFAC
DIMENSIONAL ETF TRUST
-$490.7K
11,137
-59%
增持
PM
PHILIP MORRIS INTL INC
+$476.5K
22,405
+1%
建仓
CSCO
CISCO SYS INC
+$475.0K
8,926
增持
GOOGL
ALPHABET INC
-$464.3K
28,889
+0%
减持
DFSD
DIMENSIONAL ETF TRUST
-$460.7K
21,765
-32%
减持
DFAT
DIMENSIONAL ETF TRUST
+$441.1K
163,560
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$440.6K
237,888
-4%
增持
VV
VANGUARD INDEX FDS
+$423.5K
19,167
+3%
减持
VB
VANGUARD INDEX FDS
+$355.2K
23,252
-2%
增持
MDLZ
MONDELEZ INTL INC
+$352.9K
40,821
+1%
减持
IAU
ISHARES GOLD TR
+$346.8K
204,966
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$343.3K
76,413
+1%
减持
DFAX
DIMENSIONAL ETF TRUST
+$334.8K
392,543
-3%
减持
VTIP
VANGUARD MALVERN FDS
-$333.9K
7,782
-47%
增持
QQQ
INVESCO QQQ TR
+$320.9K
33,167
+0%
减持
DFIC
DIMENSIONAL ETF TRUST
+$302.0K
355,339
-4%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$293.3K
2,217
+97%
增持
AGG
ISHARES TR
+$287.7K
18,893
+13%
建仓
—
TE CONNECTIVITY PLC
+$276.2K
1,829
清仓
SUB
ISHARES TR
-$276.0K
0
-100%
清仓
NOW
SERVICENOW INC
-$275.3K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$275.1K
0
-100%
减持
DFEM
DIMENSIONAL ETF TRUST
+$261.8K
226,769
-1%
增持
SPYV
SPDR SER TR
+$259.1K
62,888
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$258.2K
152,476
-3%
建仓
LMT
LOCKHEED MARTIN CORP
+$233.9K
400
减持
SPDW
SPDR INDEX SHS FDS
+$229.3K
94,550
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$223.0K
71,802
+4%
建仓
MAA
MID-AMER APT CMNTYS INC
+$210.7K
1,326
建仓
ESS
ESSEX PPTY TR INC
+$204.4K
692
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$203.3K
0
-100%
建仓
WMT
WALMART INC
+$201.6K
2,496
增持
SCHO
SCHWAB STRATEGIC TR
+$193.8K
55,294
+6%
增持
MCD
MCDONALDS CORP
+$193.3K
3,784
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$183.8K
34,038
-9%
减持
LLY
ELI LILLY & CO
-$176.5K
1,628
-9%
减持
DFAE
DIMENSIONAL ETF TRUST
-$173.1K
54,161
-15%
增持
DFLV
DIMENSIONAL ETF TRUST
+$166.1K
84,996
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$158.8K
11,545
+3%
减持
SCHA
SCHWAB STRATEGIC TR
+$157.5K
39,212
-0%
增持
V
VISA INC
+$147.8K
11,419
+0%
减持
DFNM
DIMENSIONAL ETF TRUST
-$145.5K
91,152
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$140.5K
11,296
-1%
减持
DFAI
DIMENSIONAL ETF TRUST
+$126.4K
69,905
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$124.0K
5,324
-32%
增持
GLD
SPDR GOLD TR
+$122.2K
2,074
+17%
减持
IJS
ISHARES TR
+$115.7K
12,179
-1%
增持
BF/A
BROWN FORMAN CORP
+$110.9K
26,666
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$103.3K
30,001
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$100.6K
67,827
-4%
减持
VTI
VANGUARD INDEX FDS
-$80.6K
7,750
-9%
减持
IWF
ISHARES TR
-$77.2K
3,862
-8%
减持
SPSM
SPDR SER TR
+$76.2K
19,839
-0%
减持
DFAR
DIMENSIONAL ETF TRUST
+$75.1K
42,848
-7%
增持
SCHF
SCHWAB STRATEGIC TR
+$71.9K
26,608
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$65.6K
1,988
+0%
减持
SPEM
SPDR INDEX SHS FDS
+$62.2K
19,837
-1%
增持
GE
GE AEROSPACE
+$60.6K
1,681
+4%
减持
IWM
ISHARES TR
+$57.7K
3,260
-0%
减持
TIP
ISHARES TR
-$55.8K
17,726
-6%
增持
EEM
ISHARES TR
+$55.7K
13,592
+2%
增持
MSFT
MICROSOFT CORP
+$55.6K
1,227
+16%
减持
IJR
ISHARES TR
+$53.9K
6,117
-1%
减持
IVW
ISHARES TR
+$53.3K
18,725
-0%
增持
BND
VANGUARD BD INDEX FDS
+$52.9K
11,868
+2%
增持
DFVX
DIMENSIONAL ETF TRUST
+$48.5K
12,785
+1%
减持
SOLV
SOLVENTUM CORP
+$46.7K
13,462
-20%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$45.8K
8,332
+4%
增持
BF/B
BROWN FORMAN CORP
+$45.7K
7,349
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$41.7K
3,655
+4%
减持
PG
PROCTER AND GAMBLE CO
+$39.7K
5,224
-0%
减持
SPYM
SPDR SER TR
+$38.0K
40,712
-4%
增持
SCHV
SCHWAB STRATEGIC TR
+$36.9K
5,759
+0%
增持
CL
COLGATE PALMOLIVE CO
+$34.6K
5,099
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.8K
2,071
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$32.3K
2,134
+5%
减持
DFSV
DIMENSIONAL ETF TRUST
+$32.1K
113,578
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$30.5K
895
-2%
增持
VCEB
VANGUARD WORLD FD
+$27.5K
3,553
+9%
减持
DUHP
DIMENSIONAL ETF TRUST
+$22.7K
46,368
-5%
增持
DFEV
DIMENSIONAL ETF TRUST
+$21.8K
10,404
+4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$21.5K
6,945
+3%
增持
MLM
MARTIN MARIETTA MATLS INC
-$20.1K
7,252
+0%
增持
PFFD
GLOBAL X FDS
+$16.5K
10,723
+2%
减持
IVV
ISHARES TR
+$13.1K
1,645
-4%
减持
BIL
SPDR SER TR
-$6.8K
3,025
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.2K
2,019
-2%
减持
—
EXXON MOBIL CORP
+$1.6K
16,946
-2%
