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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 31
增持 48
减持 43
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD S&P 500
-$140.7M
11,848
-97%
减持
BIV
VANGUARD INTERMED TERM BOND ETF
-$69.9M
2,943
-100%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$48.9M
203,955
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。
+10159%
建仓
ITOT
ISHARES CORE S&P TOTAL US STOCK
+$42.8M
705,721
减持
SCHM
SCHWAB US MID-CAP ETF
-$28.9M
18,193
-96%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$15.9M
570,811
-48%
建仓
QQQ
INVESCO QQQ TRUST
+$9.7M
36,321
增持
DGRO
ISHARES CORE DIVIDEND GROWTH
+$9.5M
1,195,281
+6%
减持
VB
VANGUARD SMALL CAP ETF
-$9.1M
131,567
-32%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$8.8M
286,869
-48%
增持
SCHD
SCHWAB US DIVIDEND EQUITY
-$8.7M
271,415
+5%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$7.3M
959,040
+14%
建仓
IFRA
ISHARES US INFRASTRUCTURE ETF
+$6.5M
178,713
增持
VO
VANGUARD MID CAP ETF
+$6.4M
166,661
+13%
清仓
IGF
iShares Global Infrastructure E
-$6.2M
0
-100%
建仓
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
+$6.1M
110,061
清仓
TIPX
SPDR BLMBG 1-10 YEARS TIPS ETF
-$4.6M
0
-100%
增持
VIG
VANGUARD DIVIDEND APPRECIATION
+$4.0M
168,260
+6%
建仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$3.7M
82,208
减持
AGG
ISHARES BARCLAYS AGGREGATE BD F
-$3.7M
73,509
-34%
清仓
EWZ
ISHARE MSCI BRAZIL
-$3.3M
0
-100%
清仓
EWA
ISHARES MSCI AUSTRALIA INDEX
-$3.1M
0
-100%
减持
MGK
Vanguard Mega Cap Growth ETF
-$2.9M
1,424
-92%
减持
USHY
ISHARES BROAD USD HIGH YLD CORP
-$2.7M
228,914
-6%
增持
SCHZ
Schwab US Aggregate Bond ETF -
+$2.7M
543,628
+11%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECS E
+$2.3M
331,696
+17%
减持
AMZN
AMAZON.COM INC
-$2.3M
45,161
-17%
增持
EWW
ISHARES MSCI MEXICO INVESTABLE
+$2.3M
66,483
+192%
增持
MSFT
MICROSOFT
+$2.3M
46,880
+21%
增持
VTIP
Vanguard Shrt-Term Infl-Prot Se
+$2.2M
149,784
+50%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORP
-$2.1M
729,563
-7%
减持
TSLA
TESLA MOTORS INC.
-$2.1M
7,625
-33%
清仓
TTD
THE TRADE DESK INC.
-$2.1M
0
-100%
建仓
SPAB
SPDR Portfolio Aggregate Bond E
+$2.0M
5,825
清仓
GNR
SPDR S&P Global Natural Resourc
-$1.7M
0
-100%
减持
HEFA
iShares Currency Hedged MSCI EA
-$1.6M
212,599
-13%
减持
SCHX
SCHWAB US LARGE CAP
-$1.6M
1,221,476
-9%
减持
HON
HONEYWELL INTERNATIONAL INC
+$1.6M
36,624
-3%
减持
SCHA
SCHWAB US SMALL CAP
+$1.5M
514,008
-1%
减持
JPM
JP MORGAN CHASE
+$1.5M
51,590
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$1.4M
3,418
-9%
减持
—
CHUBB LTD
+$1.4M
38,620
-2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.4M
21,198
+12%
减持
NKE
NIKE, INC
+$1.4M
46,107
-5%
清仓
MELI
MERCADOLIBRE INC.
-$1.3M
0
-100%
增持
VCSH
VANGUARD SHORT-TERM CORP BD IDX
+$1.3M
47,619
+55%
增持
SHYG
iShares 0-5 Year High Yield Bon
+$1.3M
82,346
+58%
增持
EFA
ISHARES MSCI EAFE INDEX FD
+$1.2M
29,210
+130%
增持
VOE
VANGUARD MID CAP VALUE ETF
+$1.2M
15,627
+109%
减持
XT
iShares Exponential Technologie
-$1.2M
13,641
-69%
建仓
SPYV
SPDR Portfolio S&P 500 Value ET
+$1.2M
29,879
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY
+$1.1M
249,812
+17%
增持
ILCB
ISHARES MORNINGSTAR U.S. EQUITY
+$1.1M
18,630
+5%
增持
QUAL
ISHARES EDGE MSCI USA QUALITY F
+$1.1M
96,886
+2%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORP
+$1.1M
221,255
+4%
减持
TJX
TJX COMPANIES
+$1.1M
93,920
-9%
减持
—
LINDE PLC
+$1.0M
19,812
-2%
增持
AAPL
APPLE INC
+$984.3K
78,098
+18%
建仓
—
MERLYN.AI SECTORSURFER MOMENTUM
+$934.4K
15,407
建仓
IWY
ISHARES RUSSELL TOP 200 GROWTH
+$886.4K
8,414
增持
VGLT
VANGUARD LONG TERM GOVERNMENT B
+$874.2K
92,287
+21%
清仓
SPT
Sprout Social Inc
-$862.0K
0
-100%
建仓
VGSH
VANGUARD SHORT TERM GOVERNMENT
+$814.2K
14,081
清仓
BILL
Bill.Com Holdings Inc
-$814.0K
0
-100%
增持
VGIT
VANGUARD INTERMEDIATE TERM GOVE
+$806.1K
316,041
+4%
减持
V
VISA INC
+$801.7K
27,025
-0%
减持
PG
PROCTER & GAMBLE
+$796.8K
36,057
-2%
清仓
SNOW
SNOWFLAKE ORD SHRS CLASS A
-$795.0K
0
-100%
清仓
SHOP
SHOPIFY INC.
-$787.0K
0
-100%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$779.9K
6,530
增持
VV
VANGUARD LARGE CAP ETF
+$773.2K
28,262
+11%
清仓
UBER
UBER TECHNOLOGIES INC.
-$773.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$762.2K
11,570
+1%
减持
VWOB
Vanguard Emerging Mrkts Govt Bo
-$758.3K
82,792
-18%
减持
KLAC
KLA CORP.
+$755.5K
11,552
-3%
建仓
SPSB
SPDR BARCLAYS SHORT TERM CORPOR
+$744.7K
17,318
清仓
ACWI
Agilent Technologies Inc
-$741.0K
0
-100%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$721.1K
38,833
+15%
减持
SYK
STRYKER CORP
+$702.0K
19,416
-3%
增持
IUSB
iShares Core Total USD Bond Mar
+$681.6K
74,084
+25%
清仓
VEEV
VEEVA SYSTEMS INC CLASS A
-$681.0K
0
-100%
增持
SCHW
SCHWAB CORP
+$664.7K
43,354
+6%
增持
AZO
AUTOZONE INC
+$663.5K
355
+259%
减持
DE
DEERE CO
+$661.8K
12,825
-11%
减持
ABNB
AIRBNB INC CL A
-$659.5K
3,760
-60%
减持
—
BLACKROCK INC.
+$653.4K
4,800
-4%
增持
VTI
VG TOTL STK VPRS
+$641.9K
19,070
+14%
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE IN
+$636.4K
21,582
+26%
建仓
PFGC
PERFORMANCE FOOD GROUP CO.
+$623.1K
10,671
减持
IVW
ISHARES S&P GROWTH INDEX FD
-$616.1K
11,707
-48%
减持
DIS
WALT DISNEY
-$614.9K
29,824
-12%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BO
-$607.1K
98,627
-11%
减持
VIGI
VANGUARD INTL DIV APPREC ETF
+$606.0K
117,392
-4%
建仓
IONS
IONIS PHARMACEUTICALS INC.
+$603.2K
15,970
增持
A
AGILENT TECH
+$600.4K
7,707
+69%
减持
CMI
CUMMINS INC
+$592.5K
18,381
-3%
建仓
ARKK
ARK INNOVATION ETF
+$581.4K
18,611
建仓
SPTM
SPDR PORTFOLIO TOTAL STOCK MARK
+$573.2K
20,299
增持
UNH
UNITEDHEALTH GROUP
+$572.1K
18,160
+1%
增持
PEP
PEPSI CO
+$567.3K
29,178
+1%
清仓
SICP
Silvergate Cap Corp Cl A
-$554.0K
0
-100%
增持
FICO
Fair Isaac Corporation
+$541.4K
1,860
+34%
增持
MRK
MERCK & CO, INC. NEW
+$539.7K
17,266
+8%
增持
URI
UNITED RENTALS INC
+$530.7K
2,520
+87%
减持
VTV
VANGUARD VALUE ETF
+$526.0K
31,132
-0%
清仓
NOW
ServiceNow Inc
-$510.0K
0
-100%
清仓
AXON
AXON ENTERPRISE ORD SHS
-$509.0K
0
-100%
增持
CAT
CATERPILLAR INC
+$504.4K
3,387
+81%
清仓
DV
DOUBLEVERIFY HOLDINGS INC
-$494.0K
0
-100%
建仓
PSTG
PURE STORAGE INC
+$488.6K
18,260
减持
JNJ
JOHNSON & JOHNSON
+$487.5K
40,422
-1%
增持
—
Arch Capital Group Ltd
+$485.7K
12,817
+83%
减持
MRSH
MARSH & MCLENNAN COMPANIES, INC
+$477.9K
34,076
-1%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY
+$469.9K
23,769
+3%
建仓
SCHO
SCHWAB SHORT TERM US TREASURY E
+$463.6K
9,610
减持
SBUX
STARBUCKS CORP
+$462.9K
34,465
-2%
增持
CTAS
CINTAS CORP.
+$462.3K
7,166
+0%
增持
—
EVEREST RE GROUP
+$459.9K
2,466
+81%
增持
HSY
HERSHEY FOODS CO
+$457.2K
15,292
+9%
建仓
FDEM
Fidelity Covington Trust - Fide
+$456.5K
2,962
建仓
ENB
ENBRIDGE INC.
+$455.9K
11,661
清仓
COWZ
PACER US CASH COWS 100 ETF
-$451.0K
0
-100%
建仓
IJS
ISHARES SMALL CAP 600 VALUE IND
+$448.7K
4,914
增持
SNPS
SYNOPSYS INC
+$444.6K
2,570
+109%
清仓
—
SEAGEN INC.
-$438.0K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$434.8K
2,920
减持
SHY
ISHARES BARCLAYS 1-3 YR TREASUR
-$433.3K
20,472
-21%
建仓
AMAT
APPLIED MATLS INC
+$430.9K
4,425
建仓
EXPD
EXPEDITORS INTL OF WASHINGTON I
+$427.1K
4,110
清仓
SQ
SQUARE INC.
-$427.0K
0
-100%
建仓
SHV
ISHARES SHORT TREASURY BOND
+$426.5K
3,880
清仓
—
SPDR S&P 600 SMALL CAP ETF
-$421.0K
0
-100%
清仓
—
ATLASSIAN CORP PLC
-$418.0K
0
-100%
增持
LSTR
LANDSTAR SYSTEMS INC
+$412.2K
4,470
+104%
建仓
WM
WASTE MANAGEMENT
+$412.0K
2,626
清仓
JNK
SPDR Barclays High Yield Bond E
-$411.0K
0
-100%
建仓
FCOM
FIDELITY MSCI TELECOMMUNICATION
+$407.3K
13,112
减持
EXAS
EXACT SCIENCES CORP
-$406.4K
4,152
-78%
建仓
TEAM
Atlassian Corp Cl A
+$398.4K
3,096
清仓
TLT
ISHARES TRUST BARCLAYS 20 YEAR
-$398.0K
0
-100%
建仓
PNW
PINNACLE WEST CAPITAL CORP.
+$392.5K
5,162
清仓
WING
Wingstop Inc
-$392.0K
0
-100%
清仓
EZM
WisdomTree US MidCap Earnings E
-$391.0K
0
-100%
清仓
DIA
SPDR DOW JONES INDUST AVERAGE E
-$390.0K
0
-100%
建仓
—
ASTRAZENECA PLC ADR
+$386.1K
5,695
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD
+$384.3K
29,952
+53%
建仓
FTNT
FORTINET INC.
+$382.8K
7,830
减持
APH
AMPHENOL CORP
+$374.7K
44,034
-1%
增持
EOG
EOG RESOURCES
+$374.5K
18,657
+2%
增持
IT
Gartner Inc
+$372.8K
2,320
+58%
