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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 99 项
建仓 7
增持 43
减持 45
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VSDM
VANGUARD MUN BD FDS
+$8.6M
116,464
+2707%
增持
VUG
VANGUARD INDEX FDS
-$4.0M
79,321
+0%
减持
CVX
CHEVRON CORPORATION
+$3.1M
57,149
-1%
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
MRK
MERCK & CO INC
+$2.1M
66,477
+19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.8M
4,179
-57%
减持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
189,997
-7%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.0M
3,802
增持
DFNM
DIMENSIONAL ETF TRUST
+$897.4K
98,018
+24%
增持
AMGN
AMGEN INC
+$876.3K
13,992
+13%
增持
DFLV
DIMENSIONAL ETF TRUST
+$836.6K
130,052
+17%
增持
DFIC
DIMENSIONAL ETF TRUST
+$779.1K
397,581
+3%
清仓
CSCO
CISCO SYS INC
-$736.9K
0
-100%
减持
DFCF
DIMENSIONAL ETF TRUST
-$720.4K
7,592
-69%
增持
DFGR
DIMENSIONAL ETF TRUST
+$690.9K
358,613
+7%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$670.7K
10,000
减持
DFUV
DIMENSIONAL ETF TRUST
+$644.1K
480,336
-1%
清仓
CAT
CATERPILLAR INC
-$597.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$582.5K
22,137
-5%
减持
VPU
VANGUARD WORLD FD
+$577.5K
53,259
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$534.5K
269,564
+2%
建仓
NKE
NIKE INC
+$515.4K
9,758
增持
DFSV
DIMENSIONAL ETF TRUST
+$452.6K
154,956
+2%
减持
SCHB
SCHWAB STRATEGIC TR
-$423.8K
102,885
-10%
增持
SCHO
SCHWAB STRATEGIC TR
+$416.8K
180,905
+11%
增持
VTV
VANGUARD INDEX FDS
+$399.0K
60,090
+1%
减持
DOW
DOW HLDGS INC
-$343.5K
13,290
-65%
建仓
AMZN
AMAZON COM INC
+$331.1K
1,590
增持
DFUS
DIMENSIONAL ETF TRUST
+$292.1K
173,415
+7%
减持
GLDM
WORLD GOLD TR
-$289.8K
469,354
-9%
建仓
HON
HONEYWELL INTL INC
+$271.2K
1,200
减持
VYMI
VANGUARD WHITEHALL FDS
+$263.5K
217,344
-3%
减持
VSDB
VANGUARD MALVERN FDS
-$262.7K
10,834
-24%
减持
IAU
ISHARES GOLD TR
-$261.5K
91,176
-11%
增持
BSV
VANGUARD BD INDEX FDS
+$254.5K
32,288
+12%
减持
DFAT
DIMENSIONAL ETF TRUST
+$247.6K
142,654
-2%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$234.8K
1,697
减持
IWF
ISHARES TR
-$226.0K
3,436
-4%
增持
AGG
ISHARES TR
+$224.6K
22,794
+12%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$221.7K
0
-100%
减持
IVW
ISHARES TR
-$216.5K
16,412
-2%
增持
VB
VANGUARD INDEX FDS
+$206.8K
25,368
+2%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$206.1K
2,600
增持
LLY
ELI LILLY & CO
-$203.2K
1,409
+1%
清仓
PFE
PFIZER INC
-$201.2K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$200.4K
30,794
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$188.0K
15,426
+31%
减持
DFVX
DIMENSIONAL ETF TRUST
-$183.8K
9,210
-21%
减持
SPYM
SPDR SERIES TRUST
-$181.0K
32,300
-2%
增持
BND
VANGUARD BD INDEX FDS
+$177.7K
17,843
+16%
增持
DFSD
DIMENSIONAL ETF TRUST
+$137.8K
38,867
+8%
减持
DFAX
DIMENSIONAL ETF TRUST
+$124.4K
232,367
-2%
减持
SHY
ISHARES TR
-$123.6K
33,825
-4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$120.6K
71,471
+2%
减持
SCHX
SCHWAB STRATEGIC TR
-$120.3K
85,125
-1%
增持
SHV
ISHARES TR
+$118.7K
51,075
+2%
减持
VTI
VANGUARD INDEX FDS
-$104.7K
6,833
-0%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$104.1K
4,281
-3%
增持
DFGP
DIMENSIONAL ETF TRUST
+$96.0K
36,094
+5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$89.4K
42,805
+3%
增持
MSFT
MICROSOFT CORP
-$86.8K
876
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$86.4K
81,673
-1%
减持
DUHP
DIMENSIONAL ETF TRUST
-$83.3K
36,631
-3%
增持
IRM
IRON MTN INC DEL
+$80.1K
3,304
+6%
增持
VNQ
VANGUARD INDEX FDS
+$74.7K
71,349
+1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$74.0K
179,294
-1%
减持
AMT
AMERICAN TOWER CORP
-$71.3K
3,248
-10%
减持
—
EXXON MOBIL CORP
+$66.6K
4,539
-22%
增持
VV
VANGUARD INDEX FDS
-$66.5K
5,912
+2%
增持
DFAW
DIMENSIONAL ETF TRUST
+$59.7K
113,542
+1%
减持
CCI
CROWN CASTLE INC
-$59.1K
3,614
-9%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$55.8K
3,707
-18%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$55.5K
823
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$51.5K
126,020
-3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$51.4K
50,210
+2%
减持
SPYV
SPDR SERIES TRUST
-$47.9K
58,647
-1%
减持
KO
COCA COLA CO
+$42.8K
7,143
-0%
增持
TIP
ISHARES TR
+$41.4K
14,979
+2%
减持
AAPL
APPLE INC
-$41.2K
2,010
-1%
减持
IVV
ISHARES TR
-$36.6K
1,025
-1%
增持
VGT
VANGUARD WORLD FD
-$34.0K
849
+2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$33.7K
7,020
-9%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$31.7K
38,520
+0%
增持
GE
GE AEROSPACE
-$25.9K
1,803
+3%
增持
VOO
VANGUARD INDEX FDS
-$24.9K
8,609
+4%
增持
VXUS
VANGUARD STAR FDS
+$20.5K
3,485
+6%
减持
IJS
ISHARES TR
+$19.6K
12,416
-3%
增持
DFAR
DIMENSIONAL ETF TRUST
+$18.0K
23,702
+0%
减持
SCHA
SCHWAB STRATEGIC TR
-$13.6K
76,343
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$13.1K
1,136
+12%
减持
SPDW
SPDR INDEX SHS FDS
-$12.8K
73,823
-3%
减持
EEM
ISHARES TR
+$10.1K
10,794
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.3K
70,126
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$8.8K
40,449
+4%
增持
VCEB
VANGUARD WORLD FD
+$3.5K
6,718
+2%
减持
IJR
ISHARES TR
+$3.1K
5,437
-3%
减持
DFEV
DIMENSIONAL ETF TRUST
-$2.7K
8,376
-7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.5K
1,427
+3%
增持
VTC
VANGUARD SCOTTSDALE FDS
-$2.2K
3,007
+0%
减持
SPEM
SPDR INDEX SHS FDS
-$1.5K
19,609
-0%
