小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 34
增持 30
减持 47
清仓 39
方向
标的
Δ市值
现股数(环比)
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORP
-$54.7M
2,860
-100%
增持
SCHD
SCHWAB US DIVIDEND EQUITY
+$20.0M
452,677
+19%
建仓
FNDF
SCHWAB FUNDAMENTAL INTL LARGE C
+$13.9M
428,961
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
ITOT
ISHARES CORE S&P TOTAL US STOCK
+$13.3M
603,390
-0%
减持
VOO
VANGUARD S&P 500
+$10.0M
434,633
-2%
减持
SCHX
SCHWAB US LARGE CAP
-$9.4M
707,250
-21%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$8.5M
826,396
-20%
减持
SPAB
SPDR Portfolio Aggregate Bond E
-$7.3M
18,746
-0%
清仓
EWU
iShares MSCI United Kingdom Ind
-$6.4M
0
-100%
清仓
HEFA
iShares Currency Hedged MSCI EA
-$5.8M
0
-100%
建仓
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$4.1M
12,034
增持
VIG
VANGUARD DIVIDEND APPRECIATION
+$4.1M
209,713
+10%
清仓
EWG
ISHARES INC GERMANY
-$3.7M
0
-100%
建仓
SIVR
ABERDEEN STANDARD PHYS SILVER S
+$3.7M
167,379
建仓
EWW
ISHARES MSCI MEXICO INVESTABLE
+$3.4M
54,892
建仓
EWP
ISHARES MSCI SPAIN CAPPED
+$3.4M
117,259
减持
BIV
VANGUARD INTERMED TERM BOND ETF
-$3.4M
934,674
-2%
清仓
RDVY
FIRST TRUST RISING DIVIDEND ACH
-$3.3M
0
-100%
建仓
EWJ
ISHARES MSCI JAPAN INDEX
+$2.8M
45,203
清仓
EWA
ISHARES MSCI AUSTRALIA INDEX
-$2.6M
0
-100%
建仓
GXC
SPDR S&P CHINA ETF
+$2.4M
32,864
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.4M
198,844
+0%
增持
QQQ
INVESCO QQQ TRUST
+$2.2M
39,993
+2%
增持
XSMO
INVESCO S&P SMALLCAP MOMENTUM E
-$2.1M
16,578
+0%
增持
VGIT
VANGUARD INTERMEDIATE TERM GOVE
+$2.1M
373,529
+13%
清仓
ESGE
iShares ESG Aware MSCI EM ETF
-$1.9M
0
-100%
增持
VIGI
VANGUARD INTL DIV APPREC ETF
+$1.7M
140,782
+21%
减持
USHY
ISHARES BROAD USD HIGH YLD CORP
+$1.7M
174,799
-5%
减持
MSFT
MICROSOFT
+$1.7M
44,980
-5%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORP
-$1.6M
285,460
-5%
减持
AAPL
APPLE INC
+$1.5M
67,875
-4%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$1.5M
58,824
+8%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECS E
+$1.5M
478,294
+8%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY
+$1.5M
21,103
+3%
建仓
SGOL
Aberdeen Standard Physical Swis
+$1.4M
76,533
增持
AMZN
AMAZON.COM INC
+$1.4M
50,116
+1%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND
+$1.3M
101,675
+14%
清仓
IMCG
ISHARES MORNINGSTAR MID GROWTH
-$1.3M
0
-100%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH
+$1.2M
1,111,275
-1%
减持
VO
VANGUARD MID CAP ETF
-$1.1M
274,048
-6%
减持
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
+$1.1M
126,110
-0%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.1M
26,079
+1%
清仓
A
AGILENT TECH
-$1.0M
0
-100%
建仓
TTD
THE TRADE DESK INC.
+$1.0M
13,102
减持
QUAL
ISHARES EDGE MSCI USA QUALITY F
+$961.0K
81,525
-0%
增持
VEEV
VEEVA SYSTEMS INC CLASS A
+$940.8K
5,867
+392%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$920.9K
532,292
+3%
清仓
—
SPDR BLMBG 1-10 YEAR TIPS ETF
-$893.9K
0
-100%
建仓
META
META PLATFORMS INC. CL A
+$882.8K
3,076
建仓
TIPX
SPDR BLMBG 1-10 YEARS TIPS ETF
+$871.5K
47,234
减持
KLAC
KLA CORP.
+$868.2K
10,387
-1%
减持
NKE
NIKE, INC
-$843.3K
42,100
-6%
减持
DG
DOLLAR GENERAL CORPORATION
-$840.8K
18,408
-2%
增持
VTIP
Vanguard Shrt-Term Infl-Prot Se
+$800.4K
88,318
+25%
清仓
SPSB
SPDR BARCLAYS SHORT TERM CORPOR
-$796.4K
0
-100%
清仓
LSTR
LANDSTAR SYSTEMS INC
-$794.1K
0
-100%
减持
TGT
TARGET CORP
-$782.1K
22,922
-0%
减持
FHLC
Fidelity MSCI Health Care Index
-$770.0K
9,375
-2%
建仓
VXF
VG EXT MKT VIPERS
+$760.3K
5,108
清仓
URI
UNITED RENTALS INC
-$740.9K
0
-100%
建仓
VSS
VANGUARD FTSE ALL WORLD EX US S
+$738.1K
6,681
清仓
ARKK
ARK INNOVATION ETF
-$738.0K
0
-100%
增持
VBK
VANGUARD SMALL CAP GROWTH ETF
+$700.1K
5,265
+121%
增持
VTV
VANGUARD VALUE ETF
+$687.9K
36,970
+12%
建仓
GLDM
SPDR Gold MiniShares
+$673.1K
17,670
减持
JPM
JP MORGAN CHASE
+$672.0K
49,089
-1%
清仓
—
ABRDN PHYSICAL SILVER SHARES ET
-$668.3K
0
-100%
减持
MRSH
MARSH & MCLENNAN COMPANIES, INC
+$657.8K
33,191
-1%
建仓
EA
ELECTRONIC ARTS
+$655.0K
5,050
清仓
FDEM
Fidelity Covington Trust - Fide
-$652.8K
0
-100%
清仓
ULTA
ULTA BEAUTY INC.
-$647.2K
0
-100%
减持
NVDA
NVIDIA CORP
+$618.6K
4,708
-5%
清仓
PFGC
PERFORMANCE FOOD GROUP CO.
-$609.9K
0
-100%
清仓
PFE
PFIZER
-$603.4K
0
-100%
增持
LLY
ELI LILLY & CO
+$591.0K
2,675
+38%
建仓
CP
CANADIAN PACIFIC KANSAS CITY LT
+$586.6K
7,263
清仓
—
CANADIAN PACIFIC RAILWAY LIMITE
-$573.4K
0
-100%
建仓
DTD
WISDOMTREE TOTAL DIVIDEND FD
+$552.7K
8,902
减持
HON
HONEYWELL INTERNATIONAL INC
+$551.9K
37,698
-1%
清仓
—
MERLYN.AI SECTORSURFER MOMENTUM
-$540.8K
0
-100%
增持
SPSM
SPDR PORTFOLIO SMALL CAP ETF
+$536.0K
22,733
+143%
清仓
—
Genpact Ltd
-$524.6K
0
-100%
增持
IDA
IDACORP Inc
+$524.0K
728,192
+38531%
清仓
DIA
SPDR DOW JONES INDUST AVERAGE E
-$504.3K
0
-100%
建仓
FUTY
Fidelity MSCI Utilities ETF
+$502.3K
11,169
清仓
FCOM
FIDELITY MSCI TELECOMMUNICATION
-$502.3K
0
-100%
减持
—
ACCENTURE PLC
+$497.7K
24,857
-1%
清仓
COWZ
PACER US CASH COWS 100 ETF
-$492.0K
0
-100%
清仓
—
ALCON INC.
-$482.2K
0
-100%
建仓
GE
GENERAL ELECTRIC CO.
+$474.2K
4,317
减持
—
LINDE PLC
+$459.9K
20,874
-1%
建仓
CAH
CARDINAL HEALTH INC
+$424.6K
4,490
减持
EDV
Vanguard Extended Duration Trs
+$421.3K
7,751
-0%
减持
PRF
Invesco FTSE RAFI US 1000 ETF
+$419.7K
5,021
-0%
减持
JNJ
JOHNSON & JOHNSON
+$407.2K
43,806
-1%
增持
V
VISA INC
+$400.5K
25,551
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$388.7K
6,704
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD
+$388.5K
50,643
-0%
减持
DIS
WALT DISNEY
-$387.3K
33,181
-1%
增持
DHR
DANAHER CORP
+$381.4K
8,999
+28%
清仓
JNK
SPDR Barclays High Yield Bond E
-$379.8K
0
-100%
清仓
TWLO
TWILIO INC. CLASS A
-$375.8K
0
-100%
建仓
VPU
VANGUARD UTILITIES ETF
+$374.2K
2,632
减持
CMCSA
COMCAST CORPORATION
+$372.0K
114,712
-1%
建仓
JPST
JP MORGAN ULTRA SHORT INCOME ET
+$356.4K
7,109
建仓
MDB
MONGODB INC.
+$348.5K
848
建仓
LQD
ISHARES IBOXX $ INVEST GRADE CO
+$345.6K
3,195
增持
PAYC
Paycom Software Inc
+$335.9K
1,939
+105%
建仓
IWS
ISHARES RUSSELL MIDCAP VALUE IN
+$323.4K
2,944
增持
AXP
AMERICAN EXPRESS CO
+$322.7K
15,026
+8%
减持
XPO
XPO LOGISTICS INC.
+$320.0K
13,563
-10%
增持
—
Arch Capital Group Ltd
+$319.0K
15,535
+25%
减持
UNH
UNITEDHEALTH GROUP
-$318.8K
18,695
-5%
减持
SPY
SPDR S&P 500
+$314.5K
15,473
-3%
增持
VTI
VG TOTL STK VPRS
+$312.1K
17,611
+1%
减持
SHW
SHERWIN WILLIAMS CO.
+$310.8K
7,948
-1%
清仓
OKTA
OKTA INC. CL A
-$308.8K
0
-100%
清仓
XTN
SPDR S&P Transportation ETF
-$308.6K
0
-100%
减持
PCY
INVESCO EMERGING MKTS SOVEREIGN
-$306.3K
18,982
-1%
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$305.3K
75,487
-7%
建仓
SPIB
SPDR Portfolio Interm Term Corp
+$302.6K
9,335
增持
—
Beacon Roofing Supply Inc
+$299.5K
6,558
+58%
建仓
AOK
iShares Core Moderate Allocatio
+$294.1K
7,278
清仓
IGSB
ISHARES SHORT-TERM CORPORATE BO
-$291.9K
0
-100%
清仓
AOM
iShares Core Growth Allocation
-$290.0K
0
-100%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$284.3K
24,101
-13%
清仓
DVN
DEVON ENERGY CORP
-$283.3K
0
-100%
增持
SCHW
SCHWAB CORP
+$282.0K
52,655
+2%
减持
TJX
TJX COMPANIES
+$277.2K
89,448
-4%
减持
IFRA
ISHARES US INFRASTRUCTURE ETF
-$270.5K
132,010
-9%
清仓
IEX
IDEX CORP.
-$270.3K
0
-100%
建仓
—
Thomson Reuters Corp.
+$263.9K
1,956
清仓
MSCI
MSCI Inc
-$262.5K
0
-100%
建仓
SWK
STANLEY BLACK & DECKER, INC.
+$260.0K
2,774
建仓
—
CONFLUENT INC CLASS A
+$259.9K
7,360
增持
SLYV
SPDR S&P 600 Small Cap Value ET
+$259.1K
11,251
+3%
清仓
—
THOMSON REUTERS CORP.
-$258.9K
0
-100%
减持
KO
COCA-COLA
-$257.4K
23,565
-13%
清仓
PNC
PNC BANK
-$254.3K
0
-100%
清仓
OXY
OCCIDENTAL PETROLEUM CORPORATIO
-$254.1K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$250.3K
9,856
-1%
建仓
INSP
INSPIRE MEDICAL SYSTEMS INC.
+$249.0K
767
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$247.3K
3,251
清仓
PFF
ISHARES US PREFERRED STOCK
-$246.1K
0
-100%
减持
AMT
AMERICAN TOWER CORP A
-$245.8K
22,243
-0%
减持
SPEU
SPDR PORTFOLIO EUROPE ETF
-$240.6K
87,285
-4%
清仓
—
LIBERTY FORMULA ONE GROUP A
-$239.6K
0
-100%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$238.6K
6,620
-11%
建仓
CPRT
COPART INC.
+$236.2K
2,590
建仓
CVLT
Commvault Systems Inc
+$236.0K
3,250
