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American Trust 13F 持仓明细(2026-03-31) · 小隐寺数据中心
American Trust
报告期 2026-03-31 · CIK 0001905128
持仓数
313
前50大市值合计
$944.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 57
增持 63
减持 27
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$24.5M
666,642
建仓
SCHZ
Schwab US Aggregate Bond ETF -
+$21.7M
429,207
减持
VGIT
VANGUARD INTERMEDIATE TERM GOVE
-$13.1M
399,188
-30%
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
VOO
VANGUARD S&P 500
-$12.4M
440,886
-2%
建仓
QUAL
ISHARES EDGE MSCI USA QUALITY F
+$10.9M
81,124
增持
SCHA
SCHWAB US SMALL CAP
-$9.4M
578,130
+61%
减持
VGLT
VANGUARD LONG TERM GOVERNMENT B
-$9.1M
101,625
-47%
增持
VIG
VANGUARD DIVIDEND APPRECIATION
+$7.6M
189,521
+41%
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY
+$7.1M
16,992
减持
BIV
VANGUARD INTERMED TERM BOND ETF
-$6.7M
952,409
-1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY
+$5.8M
291,342
+37%
建仓
IUSB
iShares Core Total USD Bond Mar
+$5.2M
104,994
增持
IVV
ISHARES CORE S&P 500 ETF
+$4.8M
12,755
+545%
建仓
SCHE
SCHWAB EMERGING MARKETS EQUITY
+$4.7M
170,864
减持
HEFA
iShares Currency Hedged MSCI EA
-$4.6M
282,318
-29%
增持
AGG
ISHARES BARCLAYS AGGREGATE BD F
+$4.5M
45,442
+1171%
减持
VIGI
VANGUARD INTL DIV APPREC ETF
-$4.4M
92,494
-32%
建仓
TSLA
TESLA MOTORS INC.
+$4.3M
3,945
建仓
NVDA
NVIDIA CORP
+$3.9M
14,136
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORP
+$3.8M
50,202
+1364%
建仓
MGK
Vanguard Mega Cap Growth ETF
+$3.8M
15,987
增持
VTV
VANGUARD VALUE ETF
+$3.7M
29,806
+481%
增持
VTI
VG TOTL STK VPRS
+$3.6M
26,782
+161%
增持
VV
VANGUARD LARGE CAP ETF
+$3.2M
16,956
+1118%
减持
IGF
iShares Global Infrastructure E
-$3.2M
177,310
-31%
增持
USHY
ISHARES BROAD USD HIGH YLD CORP
+$3.1M
207,151
+72%
建仓
SUSA
iShares MSCI USA ESG Select ETF
+$3.0M
31,461
增持
AMZN
AMAZON.COM INC
+$2.8M
3,523
+36%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$2.8M
577,052
-3%
增持
VWOB
Vanguard Emerging Mrkts Govt Bo
+$2.8M
90,391
+99%
减持
SCHM
SCHWAB US MID-CAP ETF
-$2.8M
598,294
-0%
增持
UNH
UNITEDHEALTH GROUP
+$2.8M
23,854
+28%
建仓
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$2.8M
25,662
建仓
ANGL
VANECK VECTORS FALLEN ANGEL HIY
+$2.7M
90,249
减持
VMBS
VANGUARD MORTGAGE-BACKED SECS E
-$2.7M
349,762
-8%
增持
—
CHUBB LTD
+$2.6M
40,124
+30%
增持
QQQ
INVESCO QQQ TRUST
+$2.6M
27,420
+48%
建仓
TTD
THE TRADE DESK INC.
+$2.5M
36,603
减持
VO
VANGUARD MID CAP ETF
-$2.5M
143,640
-0%
增持
SPY
SPDR S&P 500
+$2.5M
16,233
+59%
增持
MSFT
MICROSOFT
+$2.3M
49,353
+29%
增持
V
VISA INC
+$2.3M
19,791
+107%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BO
+$2.2M
92,851
+95%
建仓
CL
COLGATE-PALMOLIVE CO
+$2.2M
29,204
增持
NOC
NORTHROP GRUMMAN CORP.
+$2.2M
5,507
+671%
增持
MRSH
MARSH & MCLENNAN COMPANIES, INC
+$2.2M
31,985
+69%
建仓
IUSG
iShares Core S&P US Growth ETF
+$2.2M
20,389
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
51,960
+25%
增持
PEP
PEPSI CO
+$2.1M
34,420
+63%
增持
AAPL
APPLE INC
+$2.1M
76,921
+20%
增持
CTAS
CINTAS CORP.
+$2.0M
6,856
+217%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH
-$2.0M
1,418,650
+1%
增持
—
MEDTRONIC CORPORATION
+$1.9M
21,743
+376%
增持
AXP
AMERICAN EXPRESS CO
+$1.9M
14,019
+232%
减持
BDC
BELDEN INC
-$1.9M
4,855
-85%
增持
HON
HONEYWELL INTERNATIONAL INC
+$1.8M
41,215
+38%
建仓
UNP
UNION PACIFIC CORP
+$1.8M
6,457
建仓
MELI
MERCADOLIBRE INC.
+$1.7M
1,470
增持
MCD
MCDONALDS
+$1.7M
9,707
+290%
减持
HD
HOME DEPOT INC.
-$1.7M
14,373
-1%
建仓
SHOP
SHOPIFY INC.
+$1.7M
2,529
建仓
AOK
iShares Core Moderate Allocatio
+$1.6M
37,993
增持
SYK
STRYKER CORP
+$1.6M
18,596
+48%
减持
VCLT
VANGUARD LONG-TERM CORPORATE BO
-$1.6M
90,185
-5%
增持
KO
COCA-COLA
+$1.4M
27,271
+559%
增持
VB
VANGUARD SMALL CAP ETF
-$1.4M
187,610
+3%
增持
PG
PROCTER & GAMBLE
+$1.4M
41,335
+38%
增持
ABNB
AIRBNB INC CL A
+$1.3M
11,281
+203%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.3M
18,270
建仓
EWW
ISHARES MSCI MEXICO INVESTABLE
+$1.2M
22,454
建仓
VT
Vanguard Total World Stock Inde
+$1.2M
12,011
建仓
GOOGL
ALPHABET, INC. CLASS A
+$1.2M
434
建仓
IVW
ISHARES S&P GROWTH INDEX FD
+$1.2M
15,557
减持
SBUX
STARBUCKS CORP
-$1.1M
41,914
-1%
建仓
VTIP
Vanguard Shrt-Term Infl-Prot Se
+$1.1M
22,134
增持
EXAS
EXACT SCIENCES CORP
+$1.1M
19,909
+494%
增持
—
LINDE PLC
+$1.1M
18,190
+34%
建仓
RPG
SHARES S&P 500 PURE GROWTH PORT
+$1.1M
5,923
减持
TROW
T. ROWE PRICE GROUP INC
-$1.1M
21,105
-3%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$1.1M
18,511
+128%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORP
+$1.1M
212,098
+14%
建仓
VUG
VANGUARD GROWTH ETF
+$1.1M
3,653
建仓
SICP
Silvergate Cap Corp Cl A
+$1.0M
6,950
建仓
SPT
Sprout Social Inc
+$1.0M
12,824
增持
TJX
TJX COMPANIES
+$1.0M
122,670
+45%
增持
VOE
VANGUARD MID CAP VALUE ETF
+$1.0M
10,129
+207%
增持
GOOG
ALPHABET, INC. CLASS C
+$1.0M
464
+364%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$1.0M
2,919
+265%
清仓
WM
WASTE MANAGEMENT
-$943.0K
0
-100%
建仓
SNAP
SNAP INC.
+$939.0K
26,100
增持
—
CANADIAN PACIFIC RAILWAY LTD.
+$924.0K
22,012
+77%
建仓
DHR
DANAHER CORP
+$922.0K
3,141
减持
—
BLACKROCK INC.
-$917.0K
5,765
-1%
增持
OKTA
OKTA INC. CL A
+$915.0K
7,662
+611%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$893.0K
6,529
+356%
减持
DE
DEERE CO
+$890.0K
14,490
-3%
建仓
—
ASML HOLDING NV
+$868.0K
1,300
建仓
VHT
VANGUARD HEALTH CARE ETF
+$859.0K
3,376
减持
ABT
ABBOTT LAB
-$858.0K
35,806
-1%
减持
KLAC
KLA CORP.
-$830.0K
12,199
-1%
增持
BAX
BAXTER INTL
+$824.0K
79,393
+28%
增持
SHW
SHERWIN WILLIAMS CO.
-$801.0K
7,940
+0%
建仓
CRWD
CROWDSTRIKE HOLDINGS ORD SHS CL
+$797.0K
3,510
建仓
GIGB
Goldman Sachs Acss Invmt Grd Co
+$797.0K
15,987
建仓
TDOC
TELADOC HEALTH INC.
+$783.0K
10,850
增持
TIP
ISHARES BARCLAYS TIPS BOND
+$781.0K
16,441
+68%
建仓
IEI
ISHARES 3-7 YEAR TREASURY BD
+$770.0K
6,310
建仓
FICO
Fair Isaac Corporation
+$748.0K
1,604
建仓
RMD
RESMED INC
+$740.0K
3,052
建仓
AVUS
Avantis U.S. Equity ETF
+$739.0K
9,584
建仓
MTD
Mettler-Toledo International In
+$735.0K
535
增持
COST
COSTCO WHOLESALE CORP
+$733.0K
13,781
+9%
建仓
SHV
ISHARES SHORT TREASURY BOND
+$729.0K
6,612
增持
SQ
SQUARE INC.
+$723.0K
7,761
+281%
增持
EFA
ISHARES MSCI EAFE INDEX FD
+$718.0K
18,818
+122%
增持
IVE
ISHARES S&P 500 VAL IDX FD
+$706.0K
5,939
+324%
建仓
U
UNITY SOFTWARE ORD SHS
+$694.0K
7,000
增持
JPM
JP MORGAN CHASE
-$690.0K
55,075
+6%
建仓
—
ALCON INC.
+$684.0K
8,625
增持
GLD
SPDR GOLD TRGOLD SHS
+$683.0K
32,262
+7%
建仓
BILL
Bill.Com Holdings Inc
+$680.0K
3,000
增持
UBER
UBER TECHNOLOGIES INC.
+$679.0K
65,453
+66%
建仓
IJS
ISHARES SMALL CAP 600 VALUE IND
+$674.0K
6,587
减持
NEE
NEXTERA ENERGY INC.
-$672.0K
69,894
-1%
减持
DIS
WALT DISNEY
-$666.0K
34,680
-1%
建仓
XMMO
Invesco S&P MidCap Momentum ETF
+$664.0K
7,693
建仓
IAU
ISHARES GOLD TRUST
+$662.0K
17,969
减持
DOV
DOVER CORPORATION
-$661.0K
25,120
-1%
建仓
Z
ZILLOW INC.
+$656.0K
13,300
增持
—
ACCENTURE PLC
+$652.0K
21,944
+35%
清仓
—
WIX.COM LTD
-$624.0K
0
-100%
建仓
LQD
ISHARES IBOXX $ INVEST GRADE CO
+$623.0K
5,149
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$611.0K
29,398
+44%
增持
—
AON PLC CLASS A
+$601.0K
3,097
+129%
减持
APH
AMPHENOL CORP
-$581.0K
42,341
-2%
增持
MCK
MCKESSON CORP
+$581.0K
3,015
+119%
清仓
MMM
3M COMPANY
-$575.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$575.0K
5,036
+114%
增持
NKE
NIKE, INC
+$571.0K
55,204
+34%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX
-$570.0K
185,031
-2%
减持
EXC
EXELON CORP
-$557.0K
4,515
-66%
建仓
ICLN
iShares Global Clean Energy ETF
+$556.0K
25,840
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$553.0K
1,229,342
+5%
建仓
USMV
ISHARES MSCI USA MINIMUM VOLATI
+$552.0K
7,119
建仓
TLT
ISHARES TRUST BARCLAYS 20 YEAR
+$550.0K
4,162
减持
CMCSA
COMCAST CORPORATION
-$549.0K
118,804
-2%
建仓
VXF
VG EXT MKT VIPERS
+$544.0K
3,284
建仓
DTD
WISDOMTREE TOTAL DIVIDEND FD
+$542.0K
8,394
建仓
—
Ferrari N.V.
+$539.0K
2,470
建仓
—
Icon PLC ADR
+$536.0K
2,205
