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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 29
减持 56
清仓 57
方向
标的
Δ市值
现股数(环比)
增持
IDA
IDACORP Inc
+$76.8M
828,208
+14%
减持
ITOT
ISHARES CORE S&P TOTAL US STOCK
-$58.3M
8,339
-99%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH
+$41.1M
1,986,876
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。
+79%
增持
MGK
Vanguard Mega Cap Growth ETF
+$37.0M
221,623
+292%
减持
VIG
VANGUARD DIVIDEND APPRECIATION
-$33.0M
6,779
-97%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$29.2M
19,107
-98%
减持
SCHZ
Schwab US Aggregate Bond ETF -
-$20.7M
21,466
-95%
增持
SCHX
SCHWAB US LARGE CAP
+$17.6M
1,028,270
+45%
减持
AGG
ISHARES BARCLAYS AGGREGATE BD F
-$11.4M
5,271
-96%
清仓
QUAL
ISHARES EDGE MSCI USA QUALITY F
-$11.0M
0
-100%
减持
VOO
VANGUARD S&P 500
-$9.8M
425,701
-2%
清仓
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
-$9.5M
0
-100%
清仓
VGT
VANGUARD INFORMATION TECHNOLOGY
-$9.3M
0
-100%
减持
IVV
ISHARES CORE S&P 500 ETF
-$7.3M
10,019
-62%
增持
VIGI
VANGUARD INTL DIV APPREC ETF
+$6.6M
240,372
+71%
增持
VGIT
VANGUARD INTERMEDIATE TERM GOVE
+$6.3M
494,427
+32%
清仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$6.0M
0
-100%
减持
VV
VANGUARD LARGE CAP ETF
-$5.9M
1,392
-95%
清仓
SCHE
SCHWAB EMERGING MARKETS EQUITY
-$5.6M
0
-100%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECS E
+$4.5M
604,975
+26%
减持
VTV
VANGUARD VALUE ETF
-$4.3M
6,990
-81%
清仓
IJR
ISHARES CORE S&P SMALL-CAP ETF
-$4.0M
0
-100%
清仓
SIVR
ABERDEEN STANDARD PHYS SILVER S
-$3.7M
0
-100%
清仓
EWW
ISHARES MSCI MEXICO INVESTABLE
-$3.4M
0
-100%
清仓
EWP
ISHARES MSCI SPAIN CAPPED
-$3.4M
0
-100%
清仓
SPEU
SPDR PORTFOLIO EUROPE ETF
-$3.4M
0
-100%
建仓
VCSH
VANGUARD SHORT-TERM CORP BD IDX
+$3.3M
43,739
建仓
EWG
ISHARES INC GERMANY
+$3.3M
124,554
减持
BIV
VANGUARD INTERMED TERM BOND ETF
-$3.2M
933,098
-0%
建仓
EWI
iShares MSCI Italy Capped Index
+$3.2M
106,342
增持
JPST
JP MORGAN ULTRA SHORT INCOME ET
+$3.0M
67,785
+854%
清仓
IUSG
iShares Core S&P US Growth ETF
-$2.9M
0
-100%
增持
USHY
ISHARES BROAD USD HIGH YLD CORP
+$2.8M
259,717
+49%
清仓
EWJ
ISHARES MSCI JAPAN INDEX
-$2.8M
0
-100%
减持
QQQ
INVESCO QQQ TRUST
-$2.8M
33,562
-16%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$2.7M
483,325
-9%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORP
+$2.7M
332,796
+17%
减持
IUSB
iShares Core Total USD Bond Mar
-$2.6M
27,484
-67%
清仓
SHYG
iShares 0-5 Year High Yield Bon
-$2.6M
0
-100%
增持
GILD
GILEAD SCIENCES INC.
+$2.5M
37,429
+1028%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$2.5M
198,534
-0%
减持
MSFT
MICROSOFT
-$2.5M
40,710
-9%
清仓
GXC
SPDR S&P CHINA ETF
-$2.4M
0
-100%
减持
AAPL
APPLE INC
-$2.3M
63,264
-7%
清仓
ECL
ECOLAB INC
-$2.0M
0
-100%
减持
ANGL
VANECK VECTORS FALLEN ANGEL HIY
-$1.9M
16,419
-81%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND
+$1.7M
118,933
+17%
减持
SYK
STRYKER CORP
-$1.7M
14,460
-22%
清仓
SPYV
SPDR Portfolio S&P 500 Value ET
-$1.6M
0
-100%
清仓
IEI
ISHARES 3-7 YEAR TREASURY BD
-$1.6M
0
-100%
减持
AMZN
AMAZON.COM INC
-$1.5M
39,488
-21%
增持
VOT
VANGUARD MID CAP GROWTH ETF
+$1.4M
8,510
+743%
增持
VWOB
Vanguard Emerging Mrkts Govt Bo
+$1.4M
90,464
+44%
清仓
VUG
VANGUARD GROWTH ETF
-$1.4M
0
-100%
清仓
SGOL
Aberdeen Standard Physical Swis
-$1.4M
0
-100%
清仓
VT
Vanguard Total World Stock Inde
-$1.4M
0
-100%
增持
FNDF
SCHWAB FUNDAMENTAL INTL LARGE C
+$1.4M
480,376
+12%
减持
HON
HONEYWELL INTERNATIONAL INC
-$1.3M
35,240
-7%
建仓
EWZ
ISHARE MSCI BRAZIL
+$1.3M
42,450
减持
AXP
AMERICAN EXPRESS CO
-$1.2M
9,170
-39%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BO
+$1.2M
101,390
+37%
清仓
IEFA
ISHARES CORE MSCI EAFE ETF
-$1.2M
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$1.2M
846,221
+2%
减持
SPY
SPDR S&P 500
-$1.1M
13,380
-14%
清仓
USMV
ISHARES MSCI USA MINIMUM VOLATI
-$1.1M
0
-100%
减持
VOE
VANGUARD MID CAP VALUE ETF
-$1.0M
6,259
-53%
减持
—
LINDE PLC
-$1.0M
18,628
-11%
增持
VB
VANGUARD SMALL CAP ETF
-$1.0M
290,864
+3%
减持
SCHM
SCHWAB US MID-CAP ETF
-$995.9K
4,198
-77%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD
-$969.4K
7,512
-80%
减持
EFA
ISHARES MSCI EAFE INDEX FD
-$960.8K
8,543
-60%
减持
PEP
PEPSI CO
-$938.9K
32,164
-7%
清仓
AVUS
Avantis U.S. Equity ETF
-$937.1K
0
-100%
清仓
GIGB
Goldman Sachs Acss Invmt Grd Co
-$936.2K
0
-100%
减持
MRSH
MARSH & MCLENNAN COMPANIES, INC
-$914.7K
27,997
-16%
减持
V
VISA INC
-$912.4K
22,414
-12%
清仓
SLYG
SPDR S&P 600 Small Cap Growth E
-$891.9K
0
-100%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$885.2K
12,420
-48%
清仓
SPTM
SPDR PORTFOLIO TOTAL STOCK MARK
-$873.7K
0
-100%
建仓
APO
Apollo Global Management Inc Cl
+$872.7K
9,723
清仓
TIPX
SPDR BLMBG 1-10 YEARS TIPS ETF
-$871.5K
0
-100%
清仓
SLYV
SPDR S&P 600 Small Cap Value ET
-$868.5K
0
-100%
增持
NEE
NEXTERA ENERGY INC.
-$864.7K
58,781
+3%
清仓
IAGG
iShares Core International Aggr
-$844.5K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD
-$836.8K
49,184
-3%
清仓
PRF
Invesco FTSE RAFI US 1000 ETF
-$821.7K
0
-100%
增持
DG
DOLLAR GENERAL CORPORATION
-$812.3K
21,862
+19%
清仓
SCHH
SCHWAB US REIT ETF
-$768.2K
0
-100%
清仓
VXF
VG EXT MKT VIPERS
-$760.3K
0
-100%
清仓
VSS
VANGUARD FTSE ALL WORLD EX US S
-$738.1K
0
-100%
清仓
IGM
ISHARES EXPANDED TECH SECTOR
-$698.1K
0
-100%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$687.1K
12,211
-37%
清仓
EDV
Vanguard Extended Duration Trs
-$674.9K
0
-100%
清仓
GLDM
SPDR Gold MiniShares
-$673.1K
0
-100%
增持
EOG
EOG RESOURCES
+$661.6K
27,470
+11%
清仓
EA
ELECTRONIC ARTS
-$655.0K
0
-100%
减持
MCD
MCDONALDS
-$647.8K
6,628
-17%
增持
VO
VANGUARD MID CAP ETF
-$642.8K
286,648
+5%
清仓
AZO
AUTOZONE INC
-$638.3K
0
-100%
减持
JPM
JP MORGAN CHASE
-$632.0K
44,873
-9%
减持
VBK
VANGUARD SMALL CAP GROWTH ETF
-$630.1K
2,695
-49%
减持
NKE
NIKE, INC
-$628.5K
42,021
-0%
清仓
PAYC
Paycom Software Inc
-$622.9K
0
-100%
增持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$618.7K
88,018
+17%
减持
JNJ
JOHNSON & JOHNSON
-$610.4K
42,635
-3%
清仓
ACWV
iShares Edge MSCI Min Vol Globa
-$594.5K
0
-100%
清仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS
-$592.8K
0
-100%
减持
—
ACCENTURE PLC
-$592.4K
23,047
-7%
清仓
FHLC
Fidelity MSCI Health Care Index
-$591.8K
0
-100%
减持
DHR
DANAHER CORP
-$586.3K
6,342
-30%
清仓
MTD
Mettler-Toledo International In
-$586.3K
0
-100%
减持
MRK
MERCK & CO, INC. NEW
-$582.9K
4,059
-53%
减持
BSV
VANGUARD ST BOND ETF
-$574.5K
3,028
-71%
建仓
NTNX
NUTANIX INC.
+$568.9K
16,310
增持
EEM
ISHARES MSCI EMERGING MARKETS I
+$558.7K
22,964
+190%
减持
SPYG
SPDR S&P 500 GROWTH ETF
-$553.0K
51,213
-13%
清仓
DTD
WISDOMTREE TOTAL DIVIDEND FD
-$552.7K
0
-100%
减持
FICO
Fair Isaac Corporation
-$549.5K
245
-74%
建仓
—
MERLYN.AI SECTORSURFER MOMENTUM
+$547.2K
9,095
减持
PG
PROCTER & GAMBLE
-$543.3K
31,954
-7%
清仓
VGSH
VANGUARD SHORT TERM GOVERNMENT
-$537.5K
0
-100%
减持
KLAC
KLA CORP.
-$525.1K
9,839
-5%
减持
TIP
ISHARES BARCLAYS TIPS BOND
-$514.6K
5,219
-47%
减持
VTI
VG TOTL STK VPRS
-$513.9K
15,845
-10%
清仓
BAC
BANK OF AMERICA
-$510.1K
0
-100%
减持
DE
DEERE CO
-$503.0K
11,385
-4%
清仓
FUTY
Fidelity MSCI Utilities ETF
-$502.3K
0
-100%
清仓
FLQL
Franklin LibertyQ U.S. Equity E
-$494.4K
0
-100%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$487.2K
2,365
-55%
清仓
SPAB
SPDR Portfolio Aggregate Bond E
-$481.0K
0
-100%
清仓
IXUS
iShares Core MSCI Total Intl St
-$470.8K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB
-$469.2K
0
-100%
清仓
—
LAM RESEARCH CORPORATION
-$451.3K
0
-100%
减持
CL
COLGATE-PALMOLIVE CO
-$448.9K
19,057
-19%
增持
SCHW
SCHWAB CORP
+$419.3K
61,999
+18%
减持
—
EXXON MOBIL
-$418.2K
6,453
-41%
增持
HSY
HERSHEY FOODS CO
-$411.0K
18,630
+12%
减持
SPSM
SPDR PORTFOLIO SMALL CAP ETF
-$411.0K
12,790
-44%
清仓
VRT
Vertiv Hldg Co Class A
-$406.4K
0
-100%
减持
IWP
ISHARES RUSSELL MID CAP GROWTH
-$403.1K
2,225
-65%
清仓
MS
MORGAN STANLEY
-$398.2K
0
-100%
减持
SDY
SPDR S&P DIVIDEND ETF
-$395.4K
39,923
-2%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARK
-$395.1K
0
-100%
增持
TXN
TEXAS INSTRUMENTS
-$389.1K
26,204
+4%
增持
GLD
SPDR GOLD TRGOLD SHS
+$388.9K
29,912
+13%
清仓
AVUV
AVANTIS U.S. SMALL CAP VALUE ET
-$387.3K
0
-100%
增持
TGT
TARGET CORP
-$384.8K
23,864
+4%
清仓
BBH
VANECK BIOTECH ETF
-$384.8K
0
-100%
减持
ACWI
Agilent Technologies Inc
-$384.1K
5,823
-39%
建仓
DIA
SPDR DOW JONES INDUST AVERAGE E
+$383.6K
1,145
