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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 106 项
建仓 6
增持 40
减持 49
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
SCHB
SCHWAB STRATEGIC TR
+$3.0M
114,611
增持
MRK
MERCK & CO INC
+$2.0M
55,803
+22%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.7M
387,317
+9%
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
VYMI
VANGUARD WHITEHALL FDS
+$1.5M
224,655
+2%
增持
AMGN
AMGEN INC
+$1.3M
12,364
+27%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
161,855
+9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
9,622
-33%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.2M
334,634
+20%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.2M
181,990
+8%
减持
—
EXXON MOBIL CORP
-$1.1M
5,846
-64%
清仓
MMM
3M CO
-$1.1M
0
-100%
建仓
VSDB
VANGUARD MALVERN FDS
+$1.1M
14,236
建仓
DFCF
DIMENSIONAL ETF TRUST
+$1.0M
24,459
减持
IAU
ISHARES GOLD TR
-$1.0M
102,250
-20%
增持
DFUV
DIMENSIONAL ETF TRUST
+$974.5K
485,791
+0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$935.5K
112,427
+9%
减持
GLDM
WORLD GOLD TR
+$725.8K
512,994
-9%
增持
DFNM
DIMENSIONAL ETF TRUST
+$724.6K
78,899
+23%
减持
VZ
VERIZON COMMUNICATIONS INC
-$713.5K
203,991
-1%
增持
JNJ
JOHNSON & JOHNSON
+$620.1K
23,332
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$617.7K
265,385
+4%
增持
SCHO
SCHWAB STRATEGIC TR
+$549.5K
163,059
+16%
减持
DOW
DOW INC
-$507.4K
38,368
-37%
减持
VOO
VANGUARD INDEX FDS
-$503.3K
8,243
-11%
建仓
KO
COCA COLA CO
+$500.4K
7,158
增持
AGG
ISHARES TR
+$402.6K
20,406
+25%
增持
CAT
CATERPILLAR INC
+$393.3K
1,043
+144%
增持
VTV
VANGUARD INDEX FDS
+$388.3K
59,640
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$388.0K
130,091
-8%
减持
VUG
VANGUARD INDEX FDS
+$377.3K
79,205
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$319.6K
82,741
+8%
建仓
VSDM
VANGUARD MUN BD FDS
+$317.2K
4,149
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$303.5K
38,438
+11%
增持
DFSV
DIMENSIONAL ETF TRUST
+$287.3K
151,323
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$283.9K
38,809
+16%
清仓
GLD
SPDR GOLD TR
-$283.7K
0
-100%
清仓
NYF
ISHARES TR
-$262.7K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$262.7K
0
-100%
增持
DFLV
DIMENSIONAL ETF TRUST
+$259.6K
111,300
+3%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$254.7K
0
-100%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$251.2K
0
-100%
减持
DUHP
DIMENSIONAL ETF TRUST
-$249.3K
37,597
-15%
增持
DFAI
DIMENSIONAL ETF TRUST
+$247.4K
69,901
+5%
减持
SPYM
SPDR SERIES TRUST
-$241.9K
33,075
-11%
清仓
WMT
WALMART INC
-$238.1K
0
-100%
清仓
EMXC
ISHARES INC
-$233.3K
0
-100%
增持
DFGP
DIMENSIONAL ETF TRUST
+$226.2K
34,266
+17%
增持
DFSD
DIMENSIONAL ETF TRUST
+$225.4K
35,937
+16%
清仓
PFFD
GLOBAL X FDS
-$220.1K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$218.0K
1,018
清仓
VYM
VANGUARD WHITEHALL FDS
-$217.3K
0
-100%
减持
SPSM
SPDR SERIES TRUST
-$211.7K
14,119
-25%
减持
IVW
ISHARES TR
-$208.1K
16,817
-11%
减持
DFAX
DIMENSIONAL ETF TRUST
+$205.1K
237,370
-2%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$200.4K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$198.6K
30,642
-4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$197.1K
145,467
+0%
减持
PG
PROCTER AND GAMBLE CO
-$186.2K
3,522
-22%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$184.8K
70,332
+6%
增持
VNQ
VANGUARD INDEX FDS
-$183.0K
70,674
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$153.1K
2,302
-19%
增持
VPU
VANGUARD WORLD FD
-$144.2K
53,909
+1%
减持
VV
VANGUARD INDEX FDS
-$143.9K
5,824
-9%
增持
CVX
CHEVRON CORP NEW
-$136.6K
57,554
+0%
减持
VB
VANGUARD INDEX FDS
-$122.9K
24,957
-3%
增持
BND
VANGUARD BD INDEX FDS
+$117.7K
15,341
+12%
减持
DFIV
DIMENSIONAL ETF TRUST
+$117.3K
35,620
-1%
减持
GE
GE AEROSPACE
-$93.3K
1,745
-17%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$64.7K
7,679
-13%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$64.5K
49,172
-2%
减持
SHY
ISHARES TR
-$61.2K
35,216
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$50.5K
28,895
+2%
减持
—
TE CONNECTIVITY PLC
-$49.6K
1,124
-19%
减持
DFEV
DIMENSIONAL ETF TRUST
-$47.7K
8,962
-18%
减持
CSCO
CISCO SYS INC
+$47.5K
9,567
-5%
减持
SPDW
SPDR INDEX SHS FDS
-$45.9K
76,172
-5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$45.4K
41,755
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$39.8K
15,663
-9%
减持
DFAR
DIMENSIONAL ETF TRUST
-$37.7K
23,692
-3%
减持
SHV
ISHARES TR
-$36.4K
50,109
-0%
减持
IVE
ISHARES TR
-$34.3K
1,666
-11%
增持
VTIP
VANGUARD MALVERN FDS
+$32.4K
11,777
+8%
增持
TIP
ISHARES TR
+$32.0K
14,664
+3%
减持
SCHX
SCHWAB STRATEGIC TR
+$30.8K
85,578
-1%
减持
SLYV
SPDR SERIES TRUST
+$29.6K
13,581
-0%
减持
EFA
ISHARES TR
-$26.1K
3,704
-9%
减持
SCHA
SCHWAB STRATEGIC TR
+$23.1K
78,428
-1%
减持
EEM
ISHARES TR
-$22.6K
11,019
-6%
减持
IJS
ISHARES TR
+$18.9K
12,760
-1%
减持
VTI
VANGUARD INDEX FDS
-$18.3K
6,851
-3%
增持
SCHE
SCHWAB STRATEGIC TR
-$18.2K
29,486
+0%
增持
VGT
VANGUARD WORLD FD
+$17.9K
831
+2%
减持
PFE
PFIZER INC
-$16.4K
8,082
-5%
减持
IWF
ISHARES TR
+$15.1K
3,573
-0%
减持
IJR
ISHARES TR
-$14.8K
5,598
-3%
减持
SCHF
SCHWAB STRATEGIC TR
+$9.9K
51,951
-2%
减持
VXUS
VANGUARD STAR FDS
-$9.8K
3,291
-6%
减持
SPY
SPDR S&P 500 ETF TR
-$7.9K
867
-4%
减持
SPEM
SPDR INDEX SHS FDS
-$6.7K
19,683
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$5.6K
1,848
+100%
减持
SPYV
SPDR SERIES TRUST
+$4.0K
59,253
-2%
增持
VCEB
VANGUARD WORLD FD
+$3.9K
6,578
+2%
减持
DFVX
DIMENSIONAL ETF TRUST
+$3.9K
11,676
-2%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$2.2K
3,004
+2%
增持
BNDW
VANGUARD SCOTTSDALE FDS
-$1.2K
4,497
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$732
1,385
-2%
