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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 15
增持 26
减持 94
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD S&P 500
-$30.2M
440,669
-0%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH
-$21.3M
1,143,939
-19%
减持
SCHX
SCHWAB US LARGE CAP
-$17.2M
1,592,232
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。
-3%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$11.0M
1,178,180
-4%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY
+$10.9M
218,561
+28%
增持
SCHZ
Schwab US Aggregate Bond ETF -
-$9.5M
579,444
+35%
减持
SCHM
SCHWAB US MID-CAP ETF
-$8.4M
589,400
-1%
建仓
SIVR
ABERDEEN STANDARD PHYS SILVER S
+$6.7M
103,232
增持
VB
VANGUARD SMALL CAP ETF
-$6.0M
192,189
+2%
减持
VIG
VANGUARD DIVIDEND APPRECIATION
-$5.8M
173,578
-8%
增持
VO
VANGUARD MID CAP ETF
-$5.8M
143,942
+0%
减持
SCHA
SCHWAB US SMALL CAP
-$5.2M
568,168
-2%
增持
TIP
ISHARES BARCLAYS TIPS BOND
+$4.8M
18,164
+10%
减持
VGIT
VANGUARD INTERMEDIATE TERM GOVE
-$4.6M
335,561
-16%
增持
AMZN
AMAZON.COM INC
-$4.5M
65,298
+1753%
减持
SCHD
SCHWAB US DIVIDEND EQUITY
-$4.3M
260,856
-10%
建仓
SGOL
Aberdeen Standard Physical Swis
+$4.2M
176,526
减持
BIV
VANGUARD INTERMED TERM BOND ETF
-$4.1M
952,353
-0%
减持
AAPL
APPLE INC
-$3.8M
70,721
-8%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$3.8M
548,862
-5%
减持
MSFT
MICROSOFT
-$3.7M
44,926
-9%
减持
JKHY
JACK HENRY AND ASSOCIATES INC
-$3.4M
1,620
-91%
清仓
TROW
T. ROWE PRICE GROUP INC
-$3.2M
0
-100%
清仓
SUSA
iShares MSCI USA ESG Select ETF
-$3.0M
0
-100%
建仓
EWU
iShares MSCI United Kingdom Ind
+$2.8M
91,812
减持
VMBS
VANGUARD MORTGAGE-BACKED SECS E
-$2.7M
309,261
-12%
减持
VTI
VG TOTL STK VPRS
-$2.6M
18,413
-31%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORP
-$2.6M
196,175
-8%
减持
TGT
TARGET CORP
-$2.5M
22,270
-17%
建仓
HSY
HERSHEY FOODS CO
+$2.4M
11,207
减持
COST
COSTCO WHOLESALE CORP
-$2.3M
11,653
-15%
减持
NKE
NIKE, INC
-$2.3M
50,039
-9%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$2.1M
846,051
+27%
减持
NVDA
NVIDIA CORP
-$2.0M
12,179
-14%
减持
SPY
SPDR S&P 500
-$2.0M
14,230
-12%
减持
DE
DEERE CO
-$1.9M
13,642
-6%
建仓
SCHW
SCHWAB CORP
+$1.9M
30,406
减持
BAX
BAXTER INTL
-$1.8M
67,249
-15%
减持
MA
MASTERCARD INCORPORATED
-$1.8M
14,188
-19%
减持
TSLA
TESLA MOTORS INC.
-$1.8M
3,660
-7%
减持
DIS
WALT DISNEY
-$1.7M
32,431
-6%
增持
SPYG
SPDR S&P 500 GROWTH ETF
-$1.7M
50,173
+5%
减持
IGF
iShares Global Infrastructure E
-$1.7M
157,516
-11%
减持
IFF
INTL FLAVORS & FRAGRANCES
-$1.6M
6,065
-66%
增持
V
VISA INC
+$1.6M
30,625
+55%
减持
UNH
UNITEDHEALTH GROUP
-$1.6M
20,491
-14%
清仓
AOK
iShares Core Moderate Allocatio
-$1.6M
0
-100%
减持
DOV
DOVER CORPORATION
-$1.6M
19,409
-23%
减持
HEFA
iShares Currency Hedged MSCI EA
-$1.5M
252,552
-11%
减持
SYK
STRYKER CORP
-$1.5M
17,320
-7%
减持
ICLN
iShares Global Clean Energy ETF
+$1.5M
24,616
-5%
减持
—
CHUBB LTD
-$1.5M
36,039
-10%
增持
EWW
ISHARES MSCI MEXICO INVESTABLE
+$1.5M
58,579
+161%
减持
TJX
TJX COMPANIES
-$1.5M
106,374
-13%
减持
TXN
TEXAS INSTRUMENTS
-$1.5M
24,741
-14%
建仓
AOM
iShares Core Growth Allocation
+$1.4M
36,978
清仓
NFLX
NETFLIX INC.
-$1.3M
0
-100%
减持
HON
HONEYWELL INTERNATIONAL INC
-$1.3M
38,675
-6%
增持
JPM
JP MORGAN CHASE
-$1.3M
55,149
+0%
减持
PEP
PEPSI CO
-$1.3M
26,851
-22%
减持
—
BLACKROCK INC.
-$1.3M
5,136
-11%
增持
SHY
ISHARES BARCLAYS 1-3 YR TREASUR
+$1.2M
24,413
+633%
减持
VIGI
VANGUARD INTL DIV APPREC ETF
-$1.2M
88,706
-4%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
44,976
-13%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX
-$1.2M
176,371
-5%
减持
UBER
UBER TECHNOLOGIES INC.
-$1.2M
56,393
-14%
减持
VGLT
VANGUARD LONG TERM GOVERNMENT B
-$1.2M
99,693
-2%
减持
IUSB
iShares Core Total USD Bond Mar
-$1.2M
84,884
-19%
减持
SBUX
STARBUCKS CORP
-$1.1M
34,921
-17%
减持
ABNB
AIRBNB INC CL A
-$1.1M
9,469
-16%
减持
USHY
ISHARES BROAD USD HIGH YLD CORP
-$1.1M
201,727
-3%
减持
TTD
THE TRADE DESK INC.
-$1.1M
35,167
-4%
增持
VCLT
VANGUARD LONG-TERM CORPORATE BO
-$1.1M
91,155
+1%
建仓
TOTL
SPDR DOUBLELINE TOTAL RETURN TA
+$1.0M
3,349
增持
—
ACCENTURE PLC
-$1.0M
22,946
+5%
减持
AXP
AMERICAN EXPRESS CO
-$1.0M
11,649
-17%
减持
CMCSA
COMCAST CORPORATION
-$1.0M
116,185
-2%
减持
PG
PROCTER & GAMBLE
-$1.0M
36,967
-11%
减持
VWOB
Vanguard Emerging Mrkts Govt Bo
-$960.0K
87,341
-3%
增持
AGG
ISHARES BARCLAYS AGGREGATE BD F
+$953.0K
57,234
+26%
减持
—
LINDE PLC
-$946.0K
16,917
-7%
增持
DHR
DANAHER CORP
+$941.0K
7,347
+134%
减持
NEE
NEXTERA ENERGY INC.
-$923.0K
64,522
-8%
建仓
EWA
ISHARES MSCI AUSTRALIA INDEX
+$922.0K
43,464
增持
SHOP
SHOPIFY INC.
-$920.0K
25,290
+900%
增持
TSM
TAIWAN SEMICONDUCTOR
-$894.0K
56,590
+7%
增持
MGK
Vanguard Mega Cap Growth ETF
-$857.0K
15,991
+0%
减持
KLAC
KLA CORP.
-$836.0K
11,376
-7%
增持
QQQ
INVESCO QQQ TRUST
-$829.0K
32,511
+19%
清仓
TDOC
TELADOC HEALTH INC.
-$783.0K
0
-100%
减持
HD
HOME DEPOT INC.
-$768.0K
12,884
-10%
减持
SNAP
SNAP INC.
-$751.0K
14,300
-45%
减持
DDOG
DATADOG INC. CL A
-$739.0K
5,729
-32%
减持
SNOW
SNOWFLAKE ORD SHRS CLASS A
-$739.0K
6,830
-7%
清仓
SHV
ISHARES SHORT TREASURY BOND
-$729.0K
0
-100%
减持
OKTA
OKTA INC. CL A
-$724.0K
4,792
-37%
减持
ABT
ABBOTT LAB
-$702.0K
32,544
-9%
减持
SDY
SPDR S&P DIVIDEND ETF
-$695.0K
43,625
-5%
减持
EXAS
EXACT SCIENCES CORP
-$692.0K
17,778
-11%
减持
TWLO
TWILIO INC. CLASS A
-$678.0K
6,182
-15%
减持
GOOG
ALPHABET, INC. CLASS C
-$668.0K
287
-38%
建仓
PFE
PFIZER
+$663.0K
12,633
减持
GOOGL
ALPHABET, INC. CLASS A
-$662.0K
250
-42%
增持
JBHT
HUNT J B TRANS SVCS INC
-$627.0K
23,343
+9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$597.0K
6,173
-8%
减持
SQ
SQUARE INC.
-$588.0K
7,546
-3%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORP
-$581.0K
48,228
-4%
减持
EW
EDWARDS LIFESCIENCES CORP.
-$551.0K
9,106
-24%
减持
EFA
ISHARES MSCI EAFE INDEX FD
-$550.0K
13,363
-29%
清仓
DTD
WISDOMTREE TOTAL DIVIDEND FD
-$542.0K
0
-100%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$535.0K
4,098
-37%
减持
—
CANADIAN PACIFIC RAILWAY LTD.
-$517.0K
18,618
-15%
减持
ALGN
Align Technology Inc
-$514.0K
1,562
-23%
增持
QUAL
ISHARES EDGE MSCI USA QUALITY F
+$513.0K
102,342
+26%
清仓
MO
ALTRIA GROUP INC
-$509.0K
0
-100%
清仓
COIN
COINBASE GLOBAL INC CL A
-$508.0K
0
-100%
减持
LMT
LOCKHEED MARTIN CORPORATION
-$507.0K
1,817
-38%
减持
ILCB
ISHARES MORNINGSTAR U.S. EQUITY
-$506.0K
13,969
-29%
建仓
DLN
WisdomTree US LargeCap Dividend
+$501.0K
8,474
减持
VOE
VANGUARD MID CAP VALUE ETF
-$499.0K
7,856
-22%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$497.0K
16,560
-11%
建仓
SPGI
S&P GLOBAL INC.
+$470.0K
1,394
减持
—
MEDTRONIC CORPORATION
-$468.0K
21,677
-0%
增持
CZR
Caesars Entertainment Inc
-$459.0K
12,574
+3%
增持
VHT
VANGUARD HEALTH CARE ETF
+$459.0K
4,038
+20%
建仓
QQQM
Invesco NASDAQ 100 ETF
+$453.0K
3,934
减持
MTCH
MATCH GROUP INC.
-$452.0K
5,966
-25%
增持
VT
Vanguard Total World Stock Inde
-$452.0K
15,310
+27%
减持
ISRG
INTUITIVE SURGICAL INC
-$451.0K
2,225
-25%
减持
KO
COCA-COLA
-$448.0K
19,739
-28%
清仓
PWV
Invesco Dynamic Large Cap Value
-$445.0K
0
-100%
减持
LOW
LOWES COS INC
-$439.0K
4,585
-25%
减持
—
II-VI Inc
-$438.0K
6,133
-41%
建仓
GDX
MARKET VECTORS GOLD MINERS
+$437.0K
16,174
减持
IAU
ISHARES GOLD TRUST
-$418.0K
11,504
-36%
减持
SHYG
iShares 0-5 Year High Yield Bon
-$418.0K
43,923
-12%
减持
—
WOLFSPEED INC
-$415.0K
7,273
-5%
建仓
SNPS
SYNOPSYS INC
+$410.0K
1,350
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BO
-$408.0K
90,046
-3%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$398.0K
0
-100%
减持
UNP
UNION PACIFIC CORP
-$394.0K
6,424
-1%
减持
—
Coupa Software Inc Com
-$392.0K
5,177
-24%
减持
CHTR
CHARTER COMMUNICATIONS INC A
-$387.0K
1,483
-25%
清仓
—
Cardlytics Inc Com
-$386.0K
0
-100%
增持
USMV
ISHARES MSCI USA MINIMUM VOLATI
+$384.0K
9,224
+30%
减持
NOW
ServiceNow Inc
-$372.0K
2,679
-9%
建仓
SM
SM ENERGY CO
+$369.0K
10,781
清仓
RHI
ROBERT HALF INTERNATIONAL INC.
-$357.0K
0
-100%
清仓
IJT
ISHARES SMALL CAP 600 GROWTH IN
-$356.0K
0
-100%
清仓
BYD
BOYD GAMING CORP
-$353.0K
0
-100%
