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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 27
增持 49
减持 39
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500
+$162.8M
444,086
+3648%
增持
BIV
VANGUARD INTERMED TERM BOND ETF
+$73.5M
955,264
+32359%
增持
VB
VANGUARD SMALL CAP ETF
+$31.9M
295,894
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。
+125%
增持
VO
VANGUARD MID CAP ETF
+$27.5M
291,329
+75%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$22.7M
1,032,615
+81%
减持
SCHA
SCHWAB US SMALL CAP
-$20.8M
5,120
-99%
增持
MGK
Vanguard Mega Cap Growth ETF
+$13.3M
64,914
+4459%
减持
SCHX
SCHWAB US LARGE CAP
-$11.3M
900,926
-26%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$9.6M
515,228
+80%
建仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND
+$9.0M
89,120
建仓
—
LINDE PLC
+$7.5M
21,086
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORP
+$7.0M
299,414
+35%
清仓
—
LINDE PLC
-$6.5M
0
-100%
建仓
EWU
iShares MSCI United Kingdom Ind
+$6.4M
109,108
增持
SPAB
SPDR Portfolio Aggregate Bond E
+$5.7M
18,834
+223%
清仓
VGLT
VANGUARD LONG TERM GOVERNMENT B
-$5.7M
0
-100%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECS E
+$5.4M
441,280
+33%
增持
AGG
ISHARES BARCLAYS AGGREGATE BD F
+$4.9M
119,959
+63%
清仓
VCLT
VANGUARD LONG-TERM CORPORATE BO
-$4.6M
0
-100%
增持
VIG
VANGUARD DIVIDEND APPRECIATION
+$4.4M
190,166
+13%
增持
SCHD
SCHWAB US DIVIDEND EQUITY
+$4.4M
378,925
+40%
建仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$4.0M
81,565
清仓
BIL
SPDR BLOOMBERG BARCLAYS 1 TO 3
-$3.9M
0
-100%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH
-$3.7M
1,122,157
-6%
建仓
EWG
ISHARES INC GERMANY
+$3.7M
124,407
减持
VTIP
Vanguard Shrt-Term Infl-Prot Se
-$3.6M
70,841
-53%
建仓
SPEU
SPDR PORTFOLIO EUROPE ETF
+$3.6M
90,842
清仓
VCSH
VANGUARD SHORT-TERM CORP BD IDX
-$3.6M
0
-100%
建仓
RDVY
FIRST TRUST RISING DIVIDEND ACH
+$3.3M
131,008
清仓
EWW
ISHARES MSCI MEXICO INVESTABLE
-$3.3M
0
-100%
减持
ITOT
ISHARES CORE S&P TOTAL US STOCK
+$3.0M
603,761
-14%
建仓
XSMO
INVESCO S&P SMALLCAP MOMENTUM E
+$2.9M
16,544
增持
QQQ
INVESCO QQQ TRUST
+$2.9M
39,215
+8%
减持
SCHZ
Schwab US Aggregate Bond ETF -
-$2.8M
468,230
-14%
建仓
EWA
ISHARES MSCI AUSTRALIA INDEX
+$2.6M
110,213
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.4M
25,700
+21%
增持
MSFT
MICROSOFT
+$2.4M
47,367
+1%
增持
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
+$2.2M
126,419
+15%
建仓
ESGE
iShares ESG Aware MSCI EM ETF
+$1.9M
62,330
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$1.9M
115,468
+40%
清仓
SHY
ISHARES BARCLAYS 1-3 YR TREASUR
-$1.7M
0
-100%
减持
AAPL
APPLE INC
+$1.5M
70,611
-10%
增持
TXN
TEXAS INSTRUMENTS
+$1.4M
25,548
+25%
增持
VGIT
VANGUARD INTERMEDIATE TERM GOVE
+$1.4M
329,153
+4%
增持
AMZN
AMAZON.COM INC
+$1.3M
49,681
+10%
建仓
IMCG
ISHARES MORNINGSTAR MID GROWTH
+$1.3M
20,972
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORP
+$1.2M
729,327
-0%
增持
AMT
AMERICAN TOWER CORP A
+$1.2M
22,314
+41%
减持
—
CHUBB LTD
-$1.2M
37,689
-2%
减持
VWOB
Vanguard Emerging Mrkts Govt Bo
-$1.2M
62,348
-25%
增持
FHLC
Fidelity MSCI Health Care Index
+$1.2M
9,569
+473%
减持
ILCB
ISHARES MORNINGSTAR U.S. EQUITY
-$1.1M
15,410
-17%
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX
-$1.1M
130,820
-25%
增持
PEP
PEPSI CO
+$1.1M
34,899
+20%
减持
IFRA
ISHARES US INFRASTRUCTURE ETF
-$1.1M
145,484
-19%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BO
-$1.0M
74,150
-25%
减持
USHY
ISHARES BROAD USD HIGH YLD CORP
-$1.0M
184,287
-19%
减持
QUAL
ISHARES EDGE MSCI USA QUALITY F
-$1.0M
81,686
-16%
减持
MRK
MERCK & CO, INC. NEW
-$966.3K
8,923
-48%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$933.4K
837,730
-13%
减持
CI
CIGNA CORPORATION NEW
-$913.3K
942
-73%
增持
SCHW
SCHWAB CORP
-$907.2K
51,594
+19%
清仓
PSX
PHILLIPS 66
-$897.4K
0
-100%
建仓
—
SPDR BLMBG 1-10 YEAR TIPS ETF
+$893.9K
47,234
建仓
NVR
NVR INC.
+$874.8K
157
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD
+$867.8K
50,767
-2%
建仓
ACWI
Agilent Technologies Inc
+$861.3K
9,302
增持
SYK
STRYKER CORP
+$860.8K
19,644
+1%
减持
PM
PHILIP MORRIS INTERNATIONAL, IN
-$849.0K
3,062
-73%
清仓
BAX
BAXTER INTL
-$837.2K
0
-100%
增持
TGT
TARGET CORP
+$824.0K
22,976
+15%
增持
—
ACCENTURE PLC
+$809.6K
25,096
+5%
增持
IUSG
iShares Core S&P US Growth ETF
+$791.7K
29,784
+29%
增持
AXP
AMERICAN EXPRESS CO
+$780.9K
13,912
+36%
增持
DIS
WALT DISNEY
+$758.6K
33,454
+12%
清仓
APD
AIR PRODUCTS & CHEMICALS INC
-$749.7K
0
-100%
建仓
IQLT
ISHARES MSCI INTL QUALITY FACTO
+$736.2K
20,299
增持
VV
VANGUARD LARGE CAP ETF
+$729.8K
30,260
+7%
减持
DE
DEERE CO
-$726.4K
11,559
-10%
增持
SPY
SPDR S&P 500
+$703.7K
15,985
+5%
增持
HSY
HERSHEY FOODS CO
+$695.8K
16,654
+9%
清仓
ALL
ALLSTATE
-$680.8K
0
-100%
减持
VIGI
VANGUARD INTL DIV APPREC ETF
+$677.5K
116,253
-1%
建仓
—
ABRDN PHYSICAL SILVER SHARES ET
+$668.3K
27,822
清仓
ORCL
ORACLE CORP
-$668.1K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL
-$657.7K
0
-100%
增持
CMCSA
COMCAST CORPORATION
+$654.2K
115,913
+8%
减持
NVDA
NVIDIA CORP
+$641.1K
4,943
-1%
清仓
RTX
RAYTHEON TECHNOLOGIES
-$640.8K
0
-100%
减持
CVS
CVS HEALTH CORPORATION
-$631.2K
3,113
-66%
清仓
WFC
WELLS FARGO & CO
-$626.3K
0
-100%
减持
SHYG
iShares 0-5 Year High Yield Bon
-$623.3K
65,830
-20%
清仓
VXF
VG EXT MKT VIPERS
-$621.8K
0
-100%
建仓
ALSN
ALLISON TRANSMISSION HOLDINGS I
+$619.8K
13,700
增持
KO
COCA-COLA
+$613.8K
27,027
+62%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$604.9K
6,743
+13%
清仓
IONS
IONIS PHARMACEUTICALS INC.
-$603.2K
0
-100%
建仓
ACWV
iShares Edge MSCI Min Vol Globa
+$603.1K
6,053
清仓
—
HESS CORP
-$590.8K
0
-100%
增持
ABNB
AIRBNB INC CL A
+$584.4K
7,282
+94%
增持
HON
HONEYWELL INTERNATIONAL INC
-$578.1K
38,041
+4%
建仓
IVOO
Vanguard S&P Mid-Cap 400 Index
+$550.9K
6,552
增持
HD
HOME DEPOT INC.
+$533.8K
14,271
+23%
增持
IUSB
iShares Core Total USD Bond Mar
+$529.0K
83,408
+13%
清仓
—
COCA COLA EUROPEAN PARTNERS PLC
-$528.8K
0
-100%
增持
EOG
EOG RESOURCES
+$515.2K
25,575
+37%
减持
JBHT
HUNT J B TRANS SVCS INC
-$510.4K
16,270
-16%
建仓
DIA
SPDR DOW JONES INDUST AVERAGE E
+$504.3K
1,516
建仓
FOUR
SHIFT4 PAYMENTS INC
+$492.8K
6,501
建仓
COWZ
PACER US CASH COWS 100 ETF
+$492.0K
10,468
减持
VBK
VANGUARD SMALL CAP GROWTH ETF
-$486.1K
2,384
-52%
建仓
BKNG
BOOKING HOLDINGS INC.
+$474.8K
179
减持
IT
Gartner Inc
-$473.6K
940
-59%
清仓
GD
GENERAL DYNAMICS CORP.
-$471.9K
0
-100%
建仓
IXUS
iShares Core MSCI Total Intl St
+$465.8K
7,519
清仓
SCHO
SCHWAB SHORT TERM US TREASURY E
-$463.6K
0
-100%
增持
GLD
SPDR GOLD TRGOLD SHS
+$462.7K
24,679
+3%
清仓
ENB
ENBRIDGE INC.
-$455.9K
0
-100%
增持
USMV
ISHARES MSCI USA MINIMUM VOLATI
+$454.4K
15,268
+64%
清仓
LPLA
LPL FINANCIAL HOLDINGS INC.
-$451.8K
0
-100%
减持
JPM
JP MORGAN CHASE
-$450.7K
49,632
-4%
清仓
IJS
ISHARES SMALL CAP 600 VALUE IND
-$448.7K
0
-100%
减持
SBUX
STARBUCKS CORP
-$439.5K
28,613
-17%
增持
IAGG
iShares Core International Aggr
+$439.1K
17,133
+102%
增持
BSV
VANGUARD ST BOND ETF
+$436.6K
9,717
+137%
清仓
EXPD
EXPEDITORS INTL OF WASHINGTON I
-$427.1K
0
-100%
增持
GIGB
Goldman Sachs Acss Invmt Grd Co
+$426.9K
20,545
+78%
清仓
SHV
ISHARES SHORT TREASURY BOND
-$426.5K
0
-100%
清仓
ETR
ENTERGY CORP
-$423.9K
0
-100%
减持
IWM
ISHARES RUSSELL 2000 INDEX
-$423.3K
1,192
-67%
清仓
AAP
ADVANCE AUTO PARTS INC
-$420.1K
0
-100%
减持
IJJ
ISHARES S&P MIDCAP 400 VALUE IN
-$419.9K
17,082
-21%
建仓
ITW
ITW
+$416.3K
1,710
清仓
—
DUPONT DE NEMOURS INC.
-$415.8K
0
-100%
清仓
WM
WASTE MANAGEMENT
-$412.0K
0
-100%
清仓
USB
US BANCORP
-$406.9K
0
-100%
增持
DG
DOLLAR GENERAL CORPORATION
-$398.7K
18,845
+6%
减持
MA
MASTERCARD INCORPORATED
-$397.1K
9,978
-14%
清仓
IFF
INTL FLAVORS & FRAGRANCES
-$395.6K
0
-100%
增持
SPYV
SPDR Portfolio S&P 500 Value ET
+$395.4K
37,592
+26%
减持
—
MERLYN.AI SECTORSURFER MOMENTUM
-$393.6K
8,839
-43%
清仓
PNW
PINNACLE WEST CAPITAL CORP.
-$392.5K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER, INC.
-$391.1K
0
-100%
减持
EFA
ISHARES MSCI EAFE INDEX FD
-$389.2K
21,366
-27%
清仓
NTRS
NORTHERN TRUST CORPORATION
-$388.1K
0
-100%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$383.2K
3,920
-40%
建仓
JNK
SPDR Barclays High Yield Bond E
+$379.8K
4,106
建仓
TWLO
TWILIO INC. CLASS A
+$375.8K
5,640
减持
BDX
BECTON DICKINSON & CO
-$375.6K
1,126
-56%
减持
JBL
JABIL CIRCUIT INC
-$373.8K
5,593
-56%
