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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 17
增持 32
减持 67
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORP
+$52.3M
782,196
+1522%
减持
SCHX
SCHWAB US LARGE CAP
-$14.4M
1,340,147
-16%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY
-$10.9M
213,011
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
SCHZ
Schwab US Aggregate Bond ETF -
+$9.9M
488,217
-16%
清仓
QQQ
INVESCO QQQ TRUST
-$9.1M
0
-100%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$8.2M
1,097,472
-7%
增持
VOO
VANGUARD S&P 500
-$8.0M
441,390
+0%
减持
SCHM
SCHWAB US MID-CAP ETF
-$6.9M
497,574
-16%
清仓
SIVR
ABERDEEN STANDARD PHYS SILVER S
-$6.7M
0
-100%
减持
TIP
ISHARES BARCLAYS TIPS BOND
-$6.1M
7,558
-58%
增持
AGG
ISHARES BARCLAYS AGGREGATE BD F
+$5.0M
112,060
+96%
建仓
TIPX
SPDR BLMBG 1-10 YEARS TIPS ETF
+$4.6M
43,138
减持
DGRO
ISHARES CORE DIVIDEND GROWTH
-$4.3M
1,129,327
-1%
清仓
SGOL
Aberdeen Standard Physical Swis
-$4.2M
0
-100%
增持
BIV
VANGUARD INTERMED TERM BOND ETF
-$3.9M
953,605
+0%
增持
VTIP
Vanguard Shrt-Term Infl-Prot Se
+$3.9M
99,931
+364%
建仓
BIL
SPDR BLOOMBERG BARCLAYS 1 TO 3
+$3.8M
41,994
减持
VIG
VANGUARD DIVIDEND APPRECIATION
-$3.4M
159,142
-8%
减持
BAX
BAXTER INTL
-$3.4M
17,464
-74%
建仓
EWZ
ISHARE MSCI BRAZIL
+$3.3M
110,747
减持
VCLT
VANGUARD LONG-TERM CORPORATE BO
-$3.1M
59,012
-35%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$3.0M
838,139
-1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$2.9M
547,750
-0%
减持
VGIT
VANGUARD INTERMEDIATE TERM GOVE
-$2.8M
303,133
-10%
清仓
EWU
iShares MSCI United Kingdom Ind
-$2.8M
0
-100%
减持
SCHA
SCHWAB US SMALL CAP
-$2.6M
516,977
-9%
减持
MSFT
MICROSOFT
-$2.5M
38,594
-14%
减持
VGLT
VANGUARD LONG TERM GOVERNMENT B
-$2.2M
76,454
-23%
增持
EWA
ISHARES MSCI AUSTRALIA INDEX
+$2.1M
144,508
+232%
清仓
ICLN
iShares Global Clean Energy ETF
-$2.1M
0
-100%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECS E
-$2.0M
282,836
-9%
建仓
XT
iShares Exponential Technologie
+$2.0M
44,127
建仓
GNR
SPDR S&P Global Natural Resourc
+$1.7M
35,046
减持
EWW
ISHARES MSCI MEXICO INVESTABLE
-$1.7M
22,787
-61%
增持
EOG
EOG RESOURCES
+$1.7M
18,284
+457%
减持
GLD
SPDR GOLD TRGOLD SHS
-$1.5M
25,857
-21%
减持
QUAL
ISHARES EDGE MSCI USA QUALITY F
-$1.5M
95,416
-7%
增持
VIGI
VANGUARD INTL DIV APPREC ETF
+$1.5M
122,089
+38%
减持
UNH
UNITEDHEALTH GROUP
-$1.5M
17,932
-12%
减持
SCHD
SCHWAB US DIVIDEND EQUITY
-$1.4M
259,457
-1%
减持
IUSB
iShares Core Total USD Bond Mar
-$1.4M
59,483
-30%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
40,727
-9%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.3M
18,869
+32%
增持
USHY
ISHARES BROAD USD HIGH YLD CORP
+$1.2M
244,541
+21%
减持
V
VISA INC
-$1.2M
27,091
-12%
减持
MA
MASTERCARD INCORPORATED
-$1.2M
11,469
-19%
减持
IGF
iShares Global Infrastructure E
-$1.2M
147,144
-7%
减持
AOM
iShares Core Growth Allocation
-$1.2M
7,107
-81%
减持
VEEV
VEEVA SYSTEMS INC CLASS A
-$1.2M
4,133
-56%
增持
PANW
PALO ALTO NETWORKS INC
+$1.1M
3,774
+152%
减持
NKE
NIKE, INC
-$1.1M
48,480
-3%
增持
CMCSA
COMCAST CORPORATION
-$1.1M
119,294
+3%
清仓
TOTL
SPDR DOUBLELINE TOTAL RETURN TA
-$1.0M
0
-100%
增持
SCHW
SCHWAB CORP
+$1.0M
40,976
+35%
减持
IJJ
ISHARES S&P MIDCAP 400 VALUE IN
-$887.0K
17,099
-33%
建仓
BBLU
EA BRIDGEWAY BLUE CHIP ETF
+$880.0K
82,373
清仓
EW
EDWARDS LIFESCIENCES CORP.
-$866.0K
0
-100%
减持
NVDA
NVIDIA CORP
-$837.0K
8,318
-32%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BO
+$824.0K
110,737
+23%
减持
AMZN
AMAZON.COM INC
-$796.0K
54,326
-17%
增持
IEI
ISHARES 3-7 YEAR TREASURY BD
+$786.0K
13,532
+113%
清仓
—
CATALENT INC.
-$783.0K
0
-100%
减持
JPM
JP MORGAN CHASE
-$769.0K
52,067
-6%
减持
NOW
ServiceNow Inc
-$764.0K
1,350
-50%
增持
DE
DEERE CO
+$751.0K
14,487
+6%
减持
NEE
NEXTERA ENERGY INC.
-$750.0K
54,175
-16%
减持
TSM
TAIWAN SEMICONDUCTOR
-$749.0K
56,543
-0%
增持
VO
VANGUARD MID CAP ETF
-$747.0K
146,850
+2%
减持
SPYG
SPDR S&P 500 GROWTH ETF
+$713.0K
44,012
-12%
减持
—
CANADIAN PACIFIC RAILWAY LTD.
-$706.0K
8,908
-52%
减持
NOC
NORTHROP GRUMMAN CORP.
-$704.0K
3,518
-29%
清仓
CHTR
CHARTER COMMUNICATIONS INC A
-$695.0K
0
-100%
减持
HEFA
iShares Currency Hedged MSCI EA
-$690.0K
245,751
-3%
增持
HSY
HERSHEY FOODS CO
+$673.0K
13,987
+25%
增持
PG
PROCTER & GAMBLE
-$647.0K
36,976
+0%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX
-$634.0K
173,752
-1%
增持
VB
VANGUARD SMALL CAP ETF
-$628.0K
194,362
+1%
减持
TTD
THE TRADE DESK INC.
+$603.0K
34,752
-1%
增持
SYK
STRYKER CORP
+$600.0K
19,970
+15%
增持
—
LINDE PLC
+$585.0K
20,209
+19%
增持
SHY
ISHARES BARCLAYS 1-3 YR TREASUR
+$569.0K
25,797
+6%
增持
TSLA
TESLA MOTORS INC.
+$565.0K
11,425
+212%
减持
TXN
TEXAS INSTRUMENTS
-$564.0K
20,916
-15%
清仓
DDOG
DATADOG INC. CL A
-$546.0K
0
-100%
清仓
ORLY
O'REILLY AUTOMOTIVE INC. NEW
-$532.0K
0
-100%
清仓
—
SVB FINANCIAL GROUP
-$520.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$518.0K
1,976
-57%
清仓
TWLO
TWILIO INC. CLASS A
-$518.0K
0
-100%
减持
AAPL
APPLE INC
-$506.0K
66,307
-6%
清仓
DLN
WisdomTree US LargeCap Dividend
-$501.0K
0
-100%
减持
TJX
TJX COMPANIES
+$478.0K
103,339
-3%
减持
JBHT
HUNT J B TRANS SVCS INC
-$475.0K
20,461
-12%
清仓
SPGI
S&P GLOBAL INC.
-$470.0K
0
-100%
减持
VTI
VG TOTL STK VPRS
-$469.0K
16,740
-9%
建仓
PFF
ISHARES US PREFERRED STOCK
+$467.0K
14,733
建仓
VEU
VANGUARD FTSE ALL-WORLD EX-US E
+$466.0K
10,513
清仓
DON
WISDOMTREE MIDCAP DIVIDEND ETF
-$462.0K
0
-100%
减持
EFG
I SHARES MSCI EAFE GROWTH
-$458.0K
4,845
-52%
减持
IJK
ISHARES S&P MIDCAP 400 GROWTH I
-$454.0K
5,806
-55%
增持
VWOB
Vanguard Emerging Mrkts Govt Bo
+$453.0K
101,010
+16%
清仓
QQQM
Invesco NASDAQ 100 ETF
-$453.0K
0
-100%
建仓
COWZ
PACER US CASH COWS 100 ETF
+$451.0K
9,656
清仓
ISRG
INTUITIVE SURGICAL INC
-$447.0K
0
-100%
减持
VHT
VANGUARD HEALTH CARE ETF
-$443.0K
3,911
-3%
建仓
CMG
CHIPOTLE MEXICAN GRILL
+$440.0K
278
清仓
GDX
MARKET VECTORS GOLD MINERS
-$437.0K
0
-100%
清仓
OKTA
OKTA INC. CL A
-$433.0K
0
-100%
减持
HON
HONEYWELL INTERNATIONAL INC
-$426.0K
37,716
-2%
清仓
IJS
ISHARES SMALL CAP 600 VALUE IND
-$420.0K
0
-100%
清仓
MTCH
MATCH GROUP INC.
-$416.0K
0
-100%
减持
KKR
KKR & CO. INC. CLASS A
-$408.0K
5,409
-61%
减持
ANGL
VANECK VECTORS FALLEN ANGEL HIY
-$403.0K
99,505
-11%
建仓
ESML
iShares ESG Aware MSCI USA Smal
+$397.0K
12,956
建仓
WING
Wingstop Inc
+$392.0K
3,123
建仓
EZM
WisdomTree US MidCap Earnings E
+$391.0K
8,896
减持
UBER
UBER TECHNOLOGIES INC.
-$381.0K
29,175
-48%
减持
—
BLACKROCK INC.
-$380.0K
4,994
-3%
清仓
XSOE
WisdomTree EmMkts ex-Stt-Ownd E
-$372.0K
0
-100%
清仓
ALGN
Align Technology Inc
-$370.0K
0
-100%
建仓
BBH
VANECK BIOTECH ETF
+$368.0K
2,328
清仓
VYM
VANGUARD HIGH DIVDEND YIELD
-$366.0K
0
-100%
增持
MELI
MERCADOLIBRE INC.
+$364.0K
1,570
+7%
减持
CL
COLGATE-PALMOLIVE CO
-$359.0K
25,028
-5%
减持
SDY
SPDR S&P DIVIDEND ETF
-$358.0K
43,230
-1%
减持
IWO
ISHARES RUSSELL 2000 GROWTH IND
-$358.0K
1,581
-52%
减持
—
MEDTRONIC CORPORATION
-$356.0K
19,679
-9%
减持
MCD
MCDONALDS
-$343.0K
8,532
-9%
减持
COST
COSTCO WHOLESALE CORP
-$342.0K
11,104
-5%
增持
VV
VANGUARD LARGE CAP ETF
+$337.0K
25,373
+15%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORP
+$336.0K
211,858
+8%
清仓
ESGV
Vanguard ESG US Stock ETF
-$334.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$333.0K
0
-100%
清仓
MDB
MONGODB INC.
-$333.0K
0
-100%
清仓
SO
THE SOUTHERN COMPANY
-$328.0K
0
-100%
增持
USMV
ISHARES MSCI USA MINIMUM VOLATI
-$326.0K
9,234
+0%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$323.0K
27,371
-9%
建仓
—
Arch Capital Group Ltd
+$319.0K
6,998
增持
ABT
ABBOTT LAB
-$315.0K
33,293
+2%
增持
IVW
ISHARES S&P GROWTH INDEX FD
+$313.0K
22,486
+37%
清仓
—
II-VI Inc
-$312.0K
0
-100%
减持
GIGB
Goldman Sachs Acss Invmt Grd Co
-$312.0K
11,225
-35%
减持
IUSG
iShares Core S&P US Growth ETF
-$311.0K
18,942
-2%
建仓
CAT
CATERPILLAR INC
+$307.0K
1,867
清仓
ADBE
ADOBE SYS INC
-$304.0K
0
-100%
增持
SHYG
iShares 0-5 Year High Yield Bon
+$298.0K
52,062
+19%
减持
IFF
INTL FLAVORS & FRAGRANCES
-$296.0K
4,702
-22%
清仓
—
Coupa Software Inc Com
-$296.0K
0
-100%
建仓
RGA
REINSURANCE GROUP OF AMERICA, I
+$295.0K
2,516
清仓
CDP
Corporate Office Properties
-$295.0K
0
-100%
清仓
GTLB
CITLAB INC CLASS A
-$294.0K
0
-100%
