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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 3
增持 147
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$43.3M
213,161
+98%
增持
DFUS
DIMENSIONAL ETF TRUST
+$40.8M
1,279,903
+100%
增持
GLDM
WORLD GOLD TR
+$38.0M
1,488,362
+97%
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
DFUV
DIMENSIONAL ETF TRUST
+$36.2M
1,780,523
+99%
增持
VYMI
VANGUARD WHITEHALL FDS
+$18.4M
532,698
+104%
增持
QQQ
INVESCO QQQ TR
+$17.0M
66,411
+100%
增持
SPY
SPDR S&P 500 ETF TR
+$16.5M
56,433
+100%
增持
MGC
VANGUARD WORLD FD
+$16.4M
154,443
+100%
增持
AAPL
APPLE INC
+$13.6M
129,199
+73%
增持
GOOG
ALPHABET INC
+$12.3M
129,081
+100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$11.3M
346,861
+100%
增持
VTV
VANGUARD INDEX FDS
+$11.0M
129,727
+100%
增持
DFIC
DIMENSIONAL ETF TRUST
+$10.1M
746,934
+110%
增持
IAU
ISHARES GOLD TR
+$9.9M
405,623
+98%
增持
VZ
VERIZON COMMUNICATIONS INC
+$9.5M
474,296
+99%
增持
DFAX
DIMENSIONAL ETF TRUST
+$9.4M
769,910
+96%
增持
VPU
VANGUARD WORLD FD
+$9.3M
113,600
+100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$9.0M
324,609
+98%
增持
MA
MASTERCARD INCORPORATED
+$8.2M
30,991
+100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.6M
310,613
+104%
增持
VBR
VANGUARD INDEX FDS
+$7.1M
71,313
+100%
增持
DFAW
DIMENSIONAL ETF TRUST
+$6.3M
111,289
+954%
增持
VNQ
VANGUARD INDEX FDS
+$6.3M
141,734
+98%
增持
MMM
3M CO
+$6.1M
109,674
+76%
增持
DFGR
DIMENSIONAL ETF TRUST
+$6.1M
446,872
+113%
增持
DFEM
DIMENSIONAL ETF TRUST
+$6.1M
458,102
+102%
增持
VOO
VANGUARD INDEX FDS
+$6.0M
21,846
+103%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.8M
25,539
+100%
增持
VB
VANGUARD INDEX FDS
+$5.5M
46,279
+99%
增持
GOOGL
ALPHABET INC
+$5.5M
58,019
+101%
增持
DOW
DOW INC
+$5.4M
291,532
+87%
增持
VV
VANGUARD INDEX FDS
+$5.3M
38,665
+102%
增持
CVX
CHEVRON CORP NEW
+$5.2M
60,042
+146%
增持
SHV
ISHARES TR
+$4.6M
74,993
+123%
增持
DFNM
DIMENSIONAL ETF TRUST
+$4.4M
183,726
+102%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.7M
132,020
+95%
增持
MLM
MARTIN MARIETTA MATLS INC
+$3.7M
14,461
+99%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.6M
37,849
+77%
增持
V
VISA INC
+$3.5M
22,647
+98%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.5M
156,662
+105%
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.5M
225,677
+99%
增持
SPDW
SPDR INDEX SHS FDS
+$3.3M
189,908
+101%
增持
SPYV
SPDR SER TR
+$3.2M
125,628
+100%
增持
VTEB
VANGUARD MUN BD FDS
+$3.2M
135,677
+89%
增持
SHY
ISHARES TR
+$3.1M
78,844
+94%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.8M
173,517
+214%
增持
PM
PHILIP MORRIS INTL INC
+$2.8M
45,603
+104%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.8M
176,968
+108%
增持
SPYM
SPDR SER TR
+$2.7M
80,455
+98%
增持
BSV
VANGUARD BD INDEX FDS
+$2.6M
68,155
+100%
增持
JPM
JPMORGAN CHASE & CO.
+$2.6M
22,429
+94%
增持
IVW
ISHARES TR
+$2.4M
41,936
+124%
增持
MDLZ
MONDELEZ INTL INC
+$2.3M
80,105
+96%
增持
VTI
VANGUARD INDEX FDS
+$2.1M
15,059
+94%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.1M
141,461
+102%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.1M
118,804
+296%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.0M
114,738
+193%
增持
TIP
ISHARES TR
+$1.9M
35,822
+102%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.9M
39,783
+147%
增持
—
EXXON MOBIL CORP
+$1.9M
34,402
+103%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.8M
21,342
+89%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.7M
57,879
+166%
增持
IJS
ISHARES TR
+$1.6M
27,072
+122%
增持
DIS
DISNEY WALT CO
+$1.6M
28,696
+101%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.6M
92,736
+100%
增持
IWF
ISHARES TR
+$1.5M
7,654
+98%
建仓
JNJ
JOHNSON & JOHNSON
+$1.5M
10,106
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.5M
82,266
+100%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.4M
53,928
+102%
增持
AGG
ISHARES TR
+$1.4M
33,699
+78%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
108,717
+101%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.4M
68,002
+98%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$1.3M
332,396
+76%
增持
SLYV
SPDR SER TR
+$1.2M
27,744
+98%
增持
MCD
MCDONALDS CORP
+$1.1M
7,744
+105%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.1M
8,475
+100%
增持
LLY
ELI LILLY & CO
+$1.1M
3,046
+87%
增持
SCHF
SCHWAB STRATEGIC TR
+$984.6K
79,830
+200%
增持
BF/A
BROWN FORMAN CORP
+$969.9K
52,400
+97%
增持
IVV
ISHARES TR
+$950.6K
3,260
+98%
增持
DFAR
DIMENSIONAL ETF TRUST
+$949.2K
83,639
+95%
增持
PG
PROCTER AND GAMBLE CO
+$913.6K
10,673
+104%
增持
SPSM
SPDR SER TR
+$884.2K
39,523
+99%
增持
BND
VANGUARD BD INDEX FDS
+$875.2K
24,039
+103%
增持
EQIX
EQUINIX INC
+$839.2K
1,780
+100%
增持
IWD
ISHARES TR
+$837.9K
9,052
+100%
增持
HD
HOME DEPOT INC
+$830.1K
4,268
+100%
增持
DFVX
DIMENSIONAL ETF TRUST
+$796.9K
24,991
+95%
增持
SCHE
SCHWAB STRATEGIC TR
+$785.4K
59,043
+100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$775.9K
3,812
+92%
增持
SPEM
SPDR INDEX SHS FDS
+$773.4K
39,993
+102%
增持
IWM
ISHARES TR
+$720.3K
6,520
+100%
增持
AMT
AMERICAN TOWER CORP NEW
+$681.6K
7,432
+100%
增持
SOLV
SOLVENTUM CORP
+$670.8K
23,616
+75%
增持
PLD
PROLOGIS INC.
+$666.2K
12,606
+100%
增持
IJR
ISHARES TR
+$653.3K
11,787
+93%
增持
PEP
PEPSICO INC
+$644.4K
8,476
+100%
增持
CSCO
CISCO SYS INC
+$642.1K
19,772
+122%
增持
EEM
ISHARES TR
+$614.8K
28,293
+108%
增持
BIL
SPDR SER TR
+$588.8K
9,465
+213%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$577.3K
4,440
+100%
增持
CI
THE CIGNA GROUP
+$570.0K
4,128
+100%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$568.2K
16,664
+100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$551.6K
6,406
+100%
增持
NEE
NEXTERA ENERGY INC
+$547.6K
15,276
+100%
增持
DLR
DIGITAL RLTY TR INC
+$545.8K
6,156
+100%
增持
MSFT
MICROSOFT CORP
+$535.3K
2,497
+104%
增持
GLD
SPDR GOLD TR
+$531.7K
4,270
+106%
建仓
AMGN
AMGEN INC
+$515.8K
1,979
增持
BNDX
VANGUARD CHARLOTTE FDS
+$501.0K
17,158
+147%
增持
CL
COLGATE PALMOLIVE CO
+$463.6K
10,199
+100%
增持
SCHV
SCHWAB STRATEGIC TR
+$449.7K
23,009
+300%
增持
DFCF
DIMENSIONAL ETF TRUST
+$444.4K
137,217
+9%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$439.2K
7,393
+102%
增持
PSA
PUBLIC STORAGE OPER CO
+$409.6K
2,736
+100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$406.7K
4,148
+100%
增持
VTIP
VANGUARD MALVERN FDS
+$385.3K
15,739
+102%
增持
DFAC
DIMENSIONAL ETF TRUST
+$381.6K
22,169
+99%
增持
ICF
ISHARES TR
+$377.3K
12,522
+100%
建仓
PFE
PFIZER INC
+$371.5K
14,002
增持
MRK
MERCK & CO INC
+$370.1K
6,010
+162%
增持
GE
GE AEROSPACE
+$361.1K
3,846
+129%
增持
IVE
ISHARES TR
+$358.3K
3,754
+100%
增持
O
REALTY INCOME CORP
+$356.6K
13,352
+100%
增持
EMXC
ISHARES INC
+$353.2K
12,740
+100%
增持
CCI
CROWN CASTLE INC
+$350.2K
7,718
+100%
增持
VGT
VANGUARD WORLD FD
+$348.2K
1,092
+105%
增持
EFA
ISHARES TR
+$338.5K
8,356
+115%
增持
VBK
VANGUARD INDEX FDS
+$332.4K
2,374
+100%
增持
SAP
SAP SE
+$328.2K
2,666
+100%
增持
IRM
IRON MTN INC DEL
+$326.2K
6,206
+100%
增持
EXR
EXTRA SPACE STORAGE INC
+$325.1K
4,346
+100%
增持
AVB
AVALONBAY CMNTYS INC
+$322.3K
2,930
+100%
增持
VICI
VICI PPTYS INC
+$315.6K
21,610
+100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$311.6K
10,752
+102%
增持
VCEB
VANGUARD WORLD FD
+$307.7K
8,516
+140%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$301.9K
5,274
+100%
增持
BF/B
BROWN FORMAN CORP
+$269.5K
14,446
+97%
增持
DFEV
DIMENSIONAL ETF TRUST
+$268.0K
20,628
+98%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$265.1K
4,846
+100%
增持
NYF
ISHARES TR
+$262.1K
9,850
+100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$262.0K
1,790
+100%
增持
EQR
EQUITY RESIDENTIAL
+$260.8K
7,270
+100%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$252.0K
25,399
+72%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$247.4K
2,428
+100%
增持
—
JOHNSON CTLS INTL PLC
+$247.1K
6,260
+100%
增持
VYM
VANGUARD WHITEHALL FDS
+$245.5K
4,058
+90%
增持
AMD
ADVANCED MICRO DEVICES INC
+$243.8K
4,037
+100%
增持
XLK
SELECT SECTOR SPDR TR
+$239.5K
2,060
+100%
增持
—
MEDTRONIC PLC
+$237.1K
5,836
+103%
