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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 139 项
建仓 3
增持 31
减持 78
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
DFUS
DIMENSIONAL ETF TRUST
-$27.9M
155,783
-75%
清仓
QQQ
INVESCO QQQ TR
-$15.6M
0
-100%
清仓
MGC
VANGUARD WORLD FD
-$15.5M
0
-100%
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
SPY
SPDR S&P 500 ETF TR
-$15.2M
898
-97%
减持
DFUV
DIMENSIONAL ETF TRUST
-$14.0M
497,425
-42%
减持
AAPL
APPLE INC
-$11.7M
2,029
-96%
清仓
GOOG
ALPHABET INC
-$10.1M
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$8.5M
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$5.7M
1
-88%
清仓
GOOGL
ALPHABET INC
-$4.5M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.0M
5,677
-55%
清仓
V
VISA INC
-$3.9M
0
-100%
减持
GLDM
WORLD GOLD TR
-$3.8M
576,066
-14%
清仓
PM
PHILIP MORRIS INTL INC
-$3.7M
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$3.4M
0
-100%
减持
VV
VANGUARD INDEX FDS
-$3.2M
6,056
-69%
减持
VUG
VANGUARD INDEX FDS
-$2.7M
81,335
-21%
清仓
MDLZ
MONDELEZ INTL INC
-$2.7M
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.5M
242,051
-34%
减持
MMM
3M CO
-$2.2M
18,432
-45%
减持
SHV
ISHARES TR
-$2.1M
52,688
-26%
减持
JPM
JPMORGAN CHASE & CO.
-$1.9M
2,837
-74%
减持
IAU
ISHARES GOLD TR
-$1.7M
132,434
-22%
减持
DOW
DOW INC
-$1.6M
86,617
-23%
清仓
DIS
DISNEY WALT CO
-$1.4M
0
-100%
清仓
MCD
MCDONALDS CORP
-$1.2M
0
-100%
减持
DFIC
DIMENSIONAL ETF TRUST
-$1.2M
347,598
-20%
减持
VYMI
VANGUARD WHITEHALL FDS
+$1.2M
241,858
-2%
减持
DFNM
DIMENSIONAL ETF TRUST
-$1.2M
65,088
-27%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
208,648
-6%
增持
MRK
MERCK & CO INC
+$1.0M
29,685
+102%
增持
DFEM
DIMENSIONAL ETF TRUST
+$925.7K
244,794
+2%
增持
VB
VANGUARD INDEX FDS
+$900.3K
25,465
+10%
清仓
DCOR
DIMENSIONAL ETF TRUST
-$831.6K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$799.5K
9,375
-21%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$765.4K
0
-100%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$568.3K
39,185
-57%
清仓
VTHR
VANGUARD SCOTTSDALE FDS
-$549.9K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$529.9K
69,597
-6%
增持
JNJ
JOHNSON & JOHNSON
+$511.5K
20,545
+30%
减持
DFAW
DIMENSIONAL ETF TRUST
+$487.1K
102,722
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$483.1K
151,271
-6%
减持
DFAT
DIMENSIONAL ETF TRUST
-$442.3K
146,967
-10%
减持
DFAR
DIMENSIONAL ETF TRUST
-$435.9K
24,350
-43%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$428.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$421.9K
32,620
+2%
清仓
DXUV
DIMENSIONAL ETF TRUST
-$420.6K
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$364.5K
0
-100%
清仓
SAP
SAP SE
-$355.7K
0
-100%
清仓
DVY
ISHARES TR
-$339.5K
0
-100%
减持
TIP
ISHARES TR
-$326.8K
15,023
-16%
清仓
BF/A
BROWN FORMAN CORP
-$319.9K
0
-100%
增持
DFGR
DIMENSIONAL ETF TRUST
+$318.8K
251,640
+3%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$316.9K
0
-100%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$304.8K
0
-100%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$300.4K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$298.9K
0
-100%
减持
DFLV
DIMENSIONAL ETF TRUST
-$295.4K
101,010
-10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$286.6K
14,247
-9%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$281.3K
54,165
-8%
增持
VTEB
VANGUARD MUN BD FDS
+$276.1K
68,774
+10%
减持
VTV
VANGUARD INDEX FDS
-$254.2K
59,221
-5%
减持
SOLV
SOLVENTUM CORP
-$253.9K
3,203
-51%
减持
DFGP
DIMENSIONAL ETF TRUST
-$251.9K
23,325
-18%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$247.9K
4,417
减持
DFAE
DIMENSIONAL ETF TRUST
-$245.8K
41,177
-26%
增持
DFSV
DIMENSIONAL ETF TRUST
+$245.5K
136,333
+2%
建仓
—
TE CONNECTIVITY PLC
+$234.6K
1,391
减持
VPU
VANGUARD WORLD FD
-$228.7K
53,563
-6%
减持
IWF
ISHARES TR
+$224.2K
3,673
-1%
清仓
MAA
MID-AMER APT CMNTYS INC
-$222.2K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$221.4K
4,497
-18%
增持
SCHO
SCHWAB STRATEGIC TR
+$220.1K
132,934
+7%
清仓
ESS
ESSEX PPTY TR INC
-$212.1K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$207.7K
7,160
-0%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$207.3K
0
-100%
减持
SPYM
SPDR SERIES TRUST
+$202.5K
37,438
-2%
建仓
VYM
VANGUARD WHITEHALL FDS
+$201.0K
1,508
减持
—
EXXON MOBIL CORP
-$198.9K
16,856
-1%
增持
AMGN
AMGEN INC
+$193.4K
6,670
+25%
减持
SCHX
SCHWAB STRATEGIC TR
+$185.4K
86,011
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$183.6K
2,022
-47%
减持
SHY
ISHARES TR
-$182.2K
36,772
-6%
增持
SCHA
SCHWAB STRATEGIC TR
+$173.7K
79,232
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$167.1K
72,391
-4%
减持
IJS
ISHARES TR
-$166.9K
12,950
-13%
减持
DFAI
DIMENSIONAL ETF TRUST
+$159.9K
66,549
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$158.2K
27,418
-7%
减持
PFE
PFIZER INC
-$154.1K
8,554
-40%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$140.5K
4,454
-32%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$135.0K
4,576
+1%
减持
IVV
ISHARES TR
-$132.8K
1,045
-25%
增持
DFAU
DIMENSIONAL ETF TRUST
+$131.5K
33,442
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$126.3K
1,355
-35%
减持
DFAS
DIMENSIONAL ETF TRUST
+$126.0K
171,913
-5%
增持
SCHF
SCHWAB STRATEGIC TR
+$123.5K
53,224
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$119.0K
46,558
+0%
减持
SPDW
SPDR INDEX SHS FDS
+$113.9K
81,497
-7%
减持
PEP
PEPSICO INC
-$113.8K
3,951
-7%
减持
IWM
ISHARES TR
-$113.6K
2,477
-24%
减持
GE
GE AEROSPACE
+$106.4K
2,097
-3%
增持
DLR
DIGITAL RLTY TR INC
+$99.1K
3,030
+1%
增持
DFVX
DIMENSIONAL ETF TRUST
+$92.9K
12,712
+4%
减持
LLY
ELI LILLY & CO
-$83.7K
1,395
-2%
减持
DFIV
DIMENSIONAL ETF TRUST
-$77.2K
35,997
-12%
减持
GLD
SPDR GOLD TR
-$76.7K
808
-28%
减持
SCHE
SCHWAB STRATEGIC TR
+$75.5K
29,483
-0%
增持
CVX
CHEVRON CORP NEW
+$75.5K
51,679
+18%
增持
BND
VANGUARD BD INDEX FDS
+$72.4K
12,155
+9%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$67.5K
6,821
-18%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$63.7K
9,522
-1%
减持
MSFT
MICROSOFT CORP
-$55.8K
850
-33%
增持
VTIP
VANGUARD MALVERN FDS
+$53.2K
8,956
+13%
减持
EEM
ISHARES TR
+$52.6K
11,948
-0%
减持
VGT
VANGUARD WORLD FD
+$46.4K
720
-9%
增持
AGG
ISHARES TR
+$44.8K
14,886
+3%
减持
CL
COLGATE PALMOLIVE CO
-$41.7K
4,800
-6%
减持
CSCO
CISCO SYS INC
+$39.2K
10,186
-6%
增持
PLD
PROLOGIS INC.
-$37.6K
6,469
+1%
增持
IJR
ISHARES TR
+$33.5K
5,636
+1%
减持
SPEM
SPDR INDEX SHS FDS
+$33.4K
19,372
-4%
减持
DFSD
DIMENSIONAL ETF TRUST
-$24.0K
37,340
-2%
减持
SPYV
SPDR SERIES TRUST
-$21.4K
60,808
-3%
增持
SLYV
SPDR SERIES TRUST
+$20.7K
13,603
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$19.1K
4,067
+1%
减持
VXUS
VANGUARD STAR FDS
+$18.4K
3,552
-3%
减持
SPSM
SPDR SERIES TRUST
+$17.5K
19,244
-2%
减持
DFEV
DIMENSIONAL ETF TRUST
+$15.5K
11,064
-5%
减持
NEE
NEXTERA ENERGY INC
-$14.8K
7,586
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$10.2K
30,753
-2%
增持
PFFD
GLOBAL X FDS
+$7.6K
11,328
+5%
减持
WMT
WALMART INC
+$6.7K
2,310
-7%
增持
VICI
VICI PPTYS INC
+$5.0K
11,092
+1%
减持
EFA
ISHARES TR
+$3.5K
4,110
-8%
增持
PSA
PUBLIC STORAGE OPER CO
-$3.2K
1,411
+1%
增持
EXR
EXTRA SPACE STORAGE INC
+$3.1K
2,249
+2%
增持
O
REALTY INCOME CORP
+$2.2K
7,930
+1%
增持
CCI
CROWN CASTLE INC
-$1.1K
4,217
+1%
减持
IVW
ISHARES TR
+$259
19,068
-16%
