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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 97 项
建仓 4
增持 36
减持 54
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
GLDM
WORLD GOLD TR
+$5.3M
563,355
-2%
减持
VUG
VANGUARD INDEX FDS
+$2.6M
79,781
-2%
减持
MMM
3M CO
-$1.7M
7,156
-61%
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
CVX
CHEVRON CORP NEW
+$1.5M
57,366
+11%
增持
MRK
MERCK & CO INC
+$1.5M
45,826
+54%
减持
IAU
ISHARES GOLD TR
+$1.1M
128,209
-3%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
22,697
+10%
增持
DFEM
DIMENSIONAL ETF TRUST
+$895.7K
254,482
+4%
增持
DFGR
DIMENSIONAL ETF TRUST
+$893.1K
279,919
+11%
减持
DOW
DOW INC
-$889.1K
61,251
-29%
增持
AMGN
AMGEN INC
+$880.4K
9,719
+46%
增持
DFIC
DIMENSIONAL ETF TRUST
+$805.0K
354,126
+2%
减持
VYMI
VANGUARD WHITEHALL FDS
-$689.9K
220,658
-9%
增持
DFSV
DIMENSIONAL ETF TRUST
+$677.4K
147,289
+8%
减持
VPU
VANGUARD WORLD FD
+$665.1K
53,427
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$627.4K
484,639
-3%
减持
DFAS
DIMENSIONAL ETF TRUST
+$542.7K
167,913
-2%
减持
VTV
VANGUARD INDEX FDS
+$535.6K
58,997
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$533.7K
145,405
-1%
增持
VB
VANGUARD INDEX FDS
+$525.8K
25,800
+1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$491.3K
102,725
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$469.5K
76,722
+12%
减持
DFAX
DIMENSIONAL ETF TRUST
+$455.0K
241,046
-0%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$449.8K
0
-100%
增持
DFLV
DIMENSIONAL ETF TRUST
+$414.6K
107,840
+7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$365.7K
34,666
+13%
增持
DFGP
DIMENSIONAL ETF TRUST
+$355.6K
29,270
+25%
减持
VOO
VANGUARD INDEX FDS
+$347.4K
9,263
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$337.9K
148,791
-4%
减持
VBR
VANGUARD INDEX FDS
+$326.9K
32,046
-2%
减持
DFSD
DIMENSIONAL ETF TRUST
-$294.9K
31,080
-17%
减持
SHV
ISHARES TR
-$261.9K
50,284
-5%
增持
VV
VANGUARD INDEX FDS
+$249.4K
6,422
+6%
清仓
SOLV
SOLVENTUM CORP
-$242.9K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$238.7K
70,411
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$231.4K
50,168
-7%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$231.0K
2,948
建仓
IWC
ISHARES TR
+$222.4K
1,492
清仓
INVH
INVITATION HOMES INC
-$207.4K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$206.7K
3,599
-12%
建仓
CAT
CATERPILLAR INC
+$204.2K
428
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$200.4K
4,197
增持
SCHO
SCHWAB STRATEGIC TR
+$183.3K
140,336
+6%
减持
IVW
ISHARES TR
+$181.6K
18,895
-1%
减持
SPYV
SPDR SERIES TRUST
+$179.4K
60,765
-0%
减持
SPYM
SPDR SERIES TRUST
+$173.8K
36,956
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$170.0K
86,260
+0%
增持
AGG
ISHARES TR
+$158.9K
16,315
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$150.5K
14,351
+1%
减持
VTI
VANGUARD INDEX FDS
+$139.1K
7,055
-1%
增持
VGT
VANGUARD WORLD FD
+$130.9K
815
+13%
增持
PLD
PROLOGIS INC.
+$129.6K
7,070
+9%
减持
SPDW
SPDR INDEX SHS FDS
+$128.9K
80,128
-2%
减持
EMXC
ISHARES INC
-$126.0K
3,456
-39%
增持
BND
VANGUARD BD INDEX FDS
+$123.6K
13,696
+13%
增持
DFAE
DIMENSIONAL ETF TRUST
+$122.5K
41,692
+1%
减持
IWF
ISHARES TR
+$116.5K
3,578
-3%
减持
DFAI
DIMENSIONAL ETF TRUST
+$115.9K
66,480
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$115.8K
33,487
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$109.1K
142,103
-6%
增持
SPEM
SPDR INDEX SHS FDS
+$100.1K
19,827
+2%
减持
AAPL
APPLE INC
+$100.1K
2,028
-0%
增持
VTIP
VANGUARD MALVERN FDS
+$99.9K
10,865
+21%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$98.0K
8,809
+29%
增持
EQIX
EQUINIX INC
+$80.1K
929
+14%
减持
TIP
ISHARES TR
-$73.4K
14,203
-5%
增持
IJR
ISHARES TR
+$71.6K
5,786
+3%
减持
SHY
ISHARES TR
-$69.2K
35,894
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$68.9K
28,218
+3%
增持
VCEB
VANGUARD WORLD FD
+$59.0K
6,459
+15%
增持
PSA
PUBLIC STORAGE OPER CO
+$55.7K
1,626
+15%
减持
SPSM
SPDR SERIES TRUST
+$53.5K
18,854
-2%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$52.7K
4,425
-3%
减持
CCI
CROWN CASTLE INC
-$50.0K
3,972
-6%
减持
EEM
ISHARES TR
+$49.1K
11,713
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$43.9K
899
+0%
减持
IVV
ISHARES TR
+$41.2K
1,031
-1%
减持
GLD
SPDR GOLD TR
+$37.4K
798
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$27.8K
1,414
+4%
减持
—
EXXON MOBIL CORP
+$27.1K
16,356
-3%
减持
SPG
SIMON PPTY GROUP INC NEW
+$25.3K
2,656
-10%
减持
DUHP
DIMENSIONAL ETF TRUST
+$23.5K
44,456
-5%
减持
DFEV
DIMENSIONAL ETF TRUST
+$18.3K
10,979
-1%
减持
CSCO
CISCO SYS INC
-$17.3K
10,076
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$16.3K
1,542
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.7K
66,375
-8%
减持
AVB
AVALONBAY CMNTYS INC
-$15.5K
1,481
-0%
减持
EFA
ISHARES TR
+$14.4K
4,089
-1%
减持
VXUS
VANGUARD STAR FDS
+$12.7K
3,513
-1%
减持
DFVX
DIMENSIONAL ETF TRUST
-$11.9K
11,884
-7%
减持
DFNM
DIMENSIONAL ETF TRUST
-$11.1K
64,110
-2%
减持
PFE
PFIZER INC
+$10.3K
8,542
-0%
减持
DFAR
DIMENSIONAL ETF TRUST
+$9.0K
24,329
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.2K
205,279
-2%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$5.2K
1,848
-9%
减持
O
REALTY INCOME CORP
+$658
7,526
-5%
减持
XLK
SELECT SECTOR SPDR TR
-$388
924
-10%
