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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 35
增持 25
减持 57
清仓 33
方向
标的
Δ市值
现股数(环比)
建仓
QUAL
ISHARES EDGE MSCI USA QUALITY F
+$22.0M
149,376
减持
MGK
Vanguard Mega Cap Growth ETF
-$16.9M
128,842
-42%
建仓
VUG
VANGUARD GROWTH ETF
+$14.8M
47,509
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。
增持
DGRO
ISHARES CORE DIVIDEND GROWTH
+$12.7M
2,063,960
+4%
清仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND
-$12.0M
0
-100%
建仓
VGSH
VANGUARD SHORT TERM GOVERNMENT
+$11.4M
194,998
减持
SCHX
SCHWAB US LARGE CAP
-$10.9M
729,329
-29%
增持
VO
VANGUARD MID CAP ETF
+$9.5M
297,472
+4%
增持
BIV
VANGUARD INTERMED TERM BOND ETF
+$8.8M
993,363
+6%
清仓
IFRA
ISHARES US INFRASTRUCTURE ETF
-$5.4M
0
-100%
增持
SCHD
SCHWAB US DIVIDEND EQUITY
+$4.6M
495,321
+6%
减持
VB
VANGUARD SMALL CAP ETF
+$4.5M
278,995
-4%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$4.1M
193,297
-3%
增持
IDA
IDACORP Inc
+$3.9M
828,284
+0%
建仓
INDA
ISHARES MSCI INDIA ETF
+$3.8M
77,182
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$3.5M
845,377
-0%
清仓
EWG
ISHARES INC GERMANY
-$3.3M
0
-100%
清仓
EWI
iShares MSCI Italy Capped Index
-$3.2M
0
-100%
清仓
FREL
FIDELITY MSCI REAL ESTATE INDEX
-$3.2M
0
-100%
清仓
DIS
WALT DISNEY
-$2.9M
0
-100%
减持
VOO
VANGUARD S&P 500
+$2.7M
388,996
-9%
清仓
TGT
TARGET CORP
-$2.6M
0
-100%
增持
EWZ
ISHARE MSCI BRAZIL
+$2.6M
111,120
+162%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORP
-$2.5M
280,907
-16%
减持
MSFT
MICROSOFT
+$1.9M
39,107
-4%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.4M
12,033
+20%
减持
VOT
VANGUARD MID CAP GROWTH ETF
-$1.4M
1,187
-86%
减持
FNDF
SCHWAB FUNDAMENTAL INTL LARGE C
-$1.3M
413,625
-14%
减持
AAPL
APPLE INC
+$1.3M
62,774
-1%
清仓
IUSB
iShares Core Total USD Bond Mar
-$1.2M
0
-100%
增持
JPM
JP MORGAN CHASE
+$1.2M
45,157
+1%
增持
COST
COSTCO WHOLESALE CORP
+$1.1M
9,777
+4%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$1.1M
486,905
+1%
减持
AMT
AMERICAN TOWER CORP A
+$1.1M
23,982
-4%
减持
VGIT
VANGUARD INTERMEDIATE TERM GOVE
+$1.0M
493,424
-0%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECS E
-$1.0M
549,523
-9%
增持
IWY
ISHARES RUSSELL TOP 200 GROWTH
+$1.0M
11,368
+78%
减持
KLAC
KLA CORP.
+$950.3K
9,398
-4%
清仓
SCHZ
Schwab US Aggregate Bond ETF -
-$949.4K
0
-100%
清仓
EEM
ISHARES MSCI EMERGING MARKETS I
-$871.5K
0
-100%
增持
HD
HOME DEPOT INC.
+$805.1K
14,591
+4%
减持
VIGI
VANGUARD INTL DIV APPREC ETF
+$792.8K
226,096
-6%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BO
-$786.0K
82,306
-19%
减持
SCHW
SCHWAB CORP
+$772.2K
60,697
-2%
减持
—
ACCENTURE PLC
+$768.0K
22,359
-3%
减持
AMZN
AMAZON.COM INC
+$741.2K
37,916
-4%
减持
—
BLACKROCK INC.
+$734.0K
4,765
-2%
减持
HON
HONEYWELL INTERNATIONAL INC
+$732.0K
34,535
-2%
清仓
IQLT
ISHARES MSCI INTL QUALITY FACTO
-$708.2K
0
-100%
建仓
IMCG
iShares Morningstar Mid-Cap Gro
+$701.5K
10,884
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD
+$693.3K
47,763
-3%
减持
VWOB
Vanguard Emerging Mrkts Govt Bo
-$682.2K
73,249
-19%
减持
CTAS
CINTAS CORP.
+$642.2K
6,596
-5%
减持
RPG
SHARES S&P 500 PURE GROWTH PORT
-$617.3K
25,976
-46%
减持
DG
DOLLAR GENERAL CORPORATION
+$612.9K
21,522
-2%
减持
VCSH
VANGUARD SHORT-TERM CORP BD IDX
-$594.7K
34,797
-20%
清仓
EFA
ISHARES MSCI EAFE INDEX FD
-$588.8K
0
-100%
清仓
—
MERLYN.AI SECTORSURFER MOMENTUM
-$547.2K
0
-100%
减持
V
VISA INC
+$543.1K
21,888
-2%
减持
ITOT
ISHARES CORE S&P TOTAL US STOCK
-$502.8K
2,686
-68%
减持
APO
Apollo Global Management Inc Cl
-$502.6K
3,972
-59%
减持
USHY
ISHARES BROAD USD HIGH YLD CORP
-$487.3K
234,593
-10%
减持
QQQ
INVESCO QQQ TRUST
+$482.7K
30,540
-9%
清仓
ANGL
VANECK VECTORS FALLEN ANGEL HIY
-$444.3K
0
-100%
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$443.3K
78,607
-11%
减持
APH
AMPHENOL CORP
+$434.2K
35,063
-3%
减持
—
LINDE PLC
+$432.0K
17,940
-4%
建仓
MELI
MERCADOLIBRE INC.
+$425.9K
271
减持
VTIP
Vanguard Shrt-Term Infl-Prot Se
-$417.7K
81,257
-10%
减持
ABT
ABBOTT LAB
+$409.2K
36,126
-2%
减持
—
CHUBB LTD
+$386.9K
33,734
-3%
清仓
PGX
INVESCO PREFERRED ETF
-$378.8K
0
-100%
清仓
FTNT
FORTINET INC.
-$369.3K
0
-100%
建仓
AMGN
AMGEN
+$358.3K
1,244
清仓
IYW
ISHARES DJ US TECHNOLOGY SECTOR
-$356.4K
0
-100%
清仓
OLED
UNIVERSAL DISPLAY CORP.
-$355.7K
0
-100%
减持
NKE
NIKE, INC
+$354.5K
40,274
-4%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$352.8K
5,015
增持
VBK
VANGUARD SMALL CAP GROWTH ETF
+$352.1K
3,853
+43%
减持
SDY
SPDR S&P DIVIDEND ETF
+$352.1K
39,558
-1%
建仓
INSP
INSPIRE MEDICAL SYSTEMS INC.
+$339.3K
1,668
建仓
PSA
PUBLIC STORAGE
+$335.5K
1,100
清仓
MOH
Molina Healthcare Inc
-$313.1K
0
-100%
减持
HSY
HERSHEY FOODS CO
-$313.0K
18,314
-2%
减持
AXP
AMERICAN EXPRESS CO
+$306.0K
8,936
-3%
清仓
SPIB
SPDR Portfolio Interm Term Corp
-$302.6K
0
-100%
建仓
ROST
ROSS STORES INC
+$300.3K
2,170
减持
SPY
SPDR S&P 500
-$299.0K
11,405
-15%
建仓
PNC
PNC BANK
+$291.0K
1,879
减持
KO
COCA-COLA
-$287.3K
13,045
-31%
建仓
—
UBS AG
+$284.8K
9,217
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$278.9K
10,010
-48%
增持
IWP
ISHARES RUSSELL MID CAP GROWTH
+$278.2K
4,610
+107%
清仓
XLE
SECTOR SPDR ENERGY
-$277.2K
0
-100%
建仓
BUFG
FT Cboe Vest Buffered Allocatio
+$276.4K
12,989
建仓
GS
GOLDMAN SACHS GRP
+$271.6K
704
减持
SHW
SHERWIN WILLIAMS CO.
+$271.4K
7,157
-7%
建仓
MS
MORGAN STANLEY
+$270.5K
2,901
减持
GLD
SPDR GOLD TRGOLD SHS
-$268.0K
25,424
-15%
建仓
CRM
SALESFORCE.COM INC.
+$265.0K
1,007
增持
VTV
VANGUARD VALUE ETF
+$264.1K
8,216
+18%
建仓
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$263.2K
2,432
清仓
BDC
BELDEN INC
-$259.2K
0
-100%
清仓
TRU
TRANSUNION
-$258.4K
0
-100%
建仓
DPZ
DOMINOS PIZZA INC.
+$257.2K
624
建仓
SAM
BOSTON BEER COMPANY INC.
+$254.7K
737
增持
CRWD
CROWDSTRIKE HOLDINGS ORD SHS CL
+$253.6K
1,780
+48%
减持
—
Arch Capital Group Ltd
-$248.4K
10,210
-19%
增持
EHC
ENCOMPASS HEALTH CORPORATION
+$247.8K
7,408
+102%
建仓
BAC
BANK OF AMERICA
+$244.5K
7,261
增持
VOE
VANGUARD MID CAP VALUE ETF
+$244.0K
7,335
+17%
增持
JNJ
JOHNSON & JOHNSON
+$237.6K
43,881
+3%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$236.3K
3,408
+44%
建仓
VIOO
Vanguard S&P Small-Cap 600 Inde
+$234.2K
2,361
清仓
MGY
Magnolia Oil & Gas Corp
-$231.3K
0
-100%
增持
UNP
UNION PACIFIC CORP
+$230.6K
3,610
+12%
减持
EOG
EOG RESOURCES
-$229.0K
26,896
-2%
增持
HUBS
HUBSPOT INC.
+$228.4K
827
+62%
建仓
IWM
ISHARES RUSSELL 2000 INDEX
+$223.7K
1,115
清仓
—
Hologic Inc
-$222.9K
0
-100%
清仓
XLP
SELECT SECTOR SPDR-CONSUMER STA
-$222.3K
0
-100%
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY
+$221.5K
458
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE IN
+$220.0K
15,674
+1%
清仓
IWO
ISHARES RUSSELL 2000 GROWTH IND
-$217.4K
0
-100%
建仓
APP
AppLovin Corp Cl A
+$215.2K
5,400
清仓
ALGN
Align Technology Inc
-$214.9K
0
-100%
增持
LOW
LOWES COS INC
+$214.4K
2,323
+60%
建仓
CI
CIGNA CORPORATION NEW
+$213.8K
714
清仓
—
SPLUNK INC.
-$213.5K
0
-100%
建仓
FAST
FASTENAL CO
+$213.4K
3,294
减持
TTD
THE TRADE DESK INC.
-$213.2K
8,759
-19%
清仓
FICO
Fair Isaac Corporation
-$212.8K
0
-100%
建仓
NTRA
Natera Inc Com
+$212.6K
3,394
建仓
WTFC
WINTRUST FINL CORP
+$211.4K
2,279
建仓
PODD
Insulet Corporation
+$211.1K
973
建仓
VEU
VANGUARD FTSE ALL-WORLD EX-US E
+$210.9K
3,756
建仓
KKR
KKR & CO. INC. CLASS A
+$209.8K
2,532
清仓
PAY
PAYMENTUS HOLDINGS INC A
-$208.9K
0
-100%
减持
SYK
STRYKER CORP
+$206.8K
13,886
-4%
建仓
MIDD
Middleby Corp
+$206.2K
1,401
建仓
ESI
Element Solutions Inc
+$204.1K
8,819
增持
JPST
JP MORGAN ULTRA SHORT INCOME ET
+$203.5K
71,768
+6%
清仓
MPC
MARATHON PETROLEUM CORP
-$200.8K
0
-100%
建仓
CNQ
CANADIAN NAT RESOURC
+$200.8K
3,065
减持
DOV
DOVER CORPORATION
+$197.8K
18,269
-2%
减持
IVW
ISHARES S&P GROWTH INDEX FD
-$197.5K
9,866
-28%
减持
VHT
VANGUARD HEALTH CARE ETF
-$195.9K
1,552
-38%
减持
MCD
MCDONALDS
+$182.4K
6,504
-2%
减持
MRSH
MARSH & MCLENNAN COMPANIES, INC
-$178.6K
27,177
-3%
清仓
PRDO
Perdoceo Ed Corp
-$176.9K
0
-100%
