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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 19
增持 30
减持 54
清仓 47
方向
标的
Δ市值
现股数(环比)
清仓
IDA
IDACORP Inc
-$76.8M
0
-100%
增持
SCHX
SCHWAB US LARGE CAP
+$73.5M
1,267,196
+898%
建仓
JGRO
JPMorgan Active Growth ETF
+$52.3M
695,401
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
GLDM
SPDR Gold MiniShares
-$43.9M
97,781
-7%
增持
USHY
ISHARES BROAD USD HIGH YLD CORP
-$25.3M
182,154
+105%
增持
JPST
JP MORGAN ULTRA SHORT INCOME ET
+$22.2M
495,871
+781%
增持
VO
VANGUARD MID CAP INDEX ETF
+$22.1M
255,177
+61%
清仓
SCHD
SCHWAB US DIVIDEND EQUITY
-$19.5M
0
-100%
增持
VUG
VANGUARD GROWTH ETF
+$17.1M
55,718
+411%
增持
VGIT
VANGUARD INTERMEDIATE TERM GOVE
+$14.9M
343,858
+292%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECS E
+$12.2M
367,142
+272%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORP
+$12.2M
206,233
+284%
建仓
FNDX
SCHWAB FUNDAMENTAL US LARGE COM
+$10.2M
152,559
减持
VOO
VANGUARD S&P 500
-$8.9M
353,842
-8%
减持
QQQ
INVESCO QQQ TRUST
-$8.6M
3,087
-86%
增持
VB
VANGUARD SMALL CAP ETF
+$8.3M
248,210
+24%
增持
FNDF
SCHWAB FUNDAMENTAL INTL LARGE C
+$7.5M
261,745
+460%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$7.3M
738,323
+27%
增持
VWOB
Vanguard Emerging Mrkts Govt Bo
-$7.3M
37,813
+144%
增持
VIGI
VANGUARD INTL DIV APPREC ETF
+$7.1M
166,691
+109%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH
-$6.8M
1,340,138
-7%
减持
MGK
Vanguard Mega Cap Growth ETF
-$6.5M
100,927
-24%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BO
-$6.5M
46,163
+158%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$6.2M
420,204
+44%
增持
VCSH
VANGUARD SHORT-TERM CORP BD IDX
+$6.0M
91,697
+565%
增持
VGSH
VANGUARD SHORT TERM GOVERNMENT
+$5.0M
114,283
+299%
清仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$4.7M
0
-100%
减持
IVV
ISHARES CORE S&P 500 ETF
-$4.6M
2,749
-76%
增持
AAPL
APPLE INC
+$4.1M
72,174
+11%
清仓
INDA
ISHARES MSCI INDIA ETF
-$3.8M
0
-100%
减持
AMT
AMERICAN TOWER CORP A
-$3.3M
4,724
-78%
减持
SPY
SPDR S&P 500
-$3.1M
4,409
-58%
建仓
SHYG
iShares 0-5 Year High Yield Bon
+$2.7M
65,090
清仓
SBUX
STARBUCKS CORP
-$2.6M
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$2.3M
986,081
-0%
减持
QUAL
ISHARES EDGE MSCI USA QUALITY F
-$2.1M
21,000
-39%
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD
+$1.7M
44,156
+1%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.7M
36,410
+175%
清仓
IWO
ISHARES RUSSELL 2000 GROWTH IND
-$1.5M
0
-100%
清仓
CL
COLGATE-PALMOLIVE CO
-$1.3M
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP.
-$1.2M
1,115
-69%
减持
—
ACCENTURE PLC
-$1.2M
21,025
-4%
增持
VTIP
Vanguard Shrt-Term Infl-Prot Se
-$1.2M
66,230
+625%
减持
PEP
PEPSI CO
-$1.1M
33,193
-11%
减持
KLAC
KLA CORP.
+$897.7K
7,999
-2%
清仓
—
MEDTRONIC CORPORATION
-$873.9K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$851.5K
0
-100%
清仓
IMCG
iShares Morningstar Mid-Cap Gro
-$833.3K
0
-100%
减持
JBHT
HUNT J B TRANS SVCS INC
-$830.5K
17,077
-4%
清仓
XSMO
INVESCO S&P SMALLCAP MOMENTUM E
-$824.1K
0
-100%
减持
COST
COSTCO WHOLESALE CORP
+$794.3K
8,890
-4%
减持
JNJ
JOHNSON & JOHNSON
-$789.8K
35,436
-6%
减持
—
LINDE PLC
-$742.2K
14,480
-5%
清仓
ACWI
iShares MSCI ACWI ETF
-$733.5K
0
-100%
减持
DG
DOLLAR GENERAL CORPORATION
-$711.3K
24,073
-4%
减持
DE
DEERE CO
-$708.5K
11,764
-5%
减持
HD
HOME DEPOT INC.
-$694.4K
14,063
-3%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$690.7K
0
-100%
建仓
VOOG
Vanguard S&P 500 Growth ETF
+$683.7K
2,050
增持
NKE
NIKE, INC
-$672.4K
46,076
+4%
清仓
IVE
ISHARES S&P 500 VAL IDX FD
-$646.6K
0
-100%
减持
V
VISA INC
-$645.6K
20,038
-5%
建仓
SPGI
S&P GLOBAL INC.
+$637.3K
1,429
减持
CMCSA
COMCAST CORPORATION
-$625.8K
94,436
-5%
减持
MSFT
MICROSOFT
+$616.0K
36,990
-2%
减持
IJJ
ISHARES S&P MIDCAP 400 VALUE IN
-$604.5K
9,381
-34%
减持
SHW
SHERWIN WILLIAMS CO.
-$594.1K
8,328
-6%
减持
VEEV
VEEVA SYSTEMS INC CLASS A
-$590.2K
1,587
-58%
减持
HSY
HERSHEY FOODS CO
-$566.7K
22,999
-7%
建仓
GD
GENERAL DYNAMICS CORP.
+$560.8K
1,933
减持
SYK
STRYKER CORP
-$545.3K
14,313
-5%
建仓
WM
WASTE MANAGEMENT
+$544.4K
2,552
减持
ABT
ABBOTT LAB
-$514.9K
33,938
-5%
清仓
HUBS
HUBSPOT INC.
-$513.8K
0
-100%
增持
NVDA
NVIDIA CORP
+$508.8K
29,549
+750%
减持
MA
MASTERCARD INCORPORATED
-$481.9K
9,805
-2%
建仓
KMB
KIMBERLY-CLARK CORPORATION
+$481.1K
3,481
增持
APH
AMPHENOL CORP
+$480.5K
68,145
+91%
减持
NVR
NVR INC.
-$454.9K
50
-51%
减持
AXP
AMERICAN EXPRESS CO
-$445.5K
7,043
-23%
增持
GOOGL
ALPHABET, INC. CLASS A
+$441.8K
9,543
+11%
清仓
BSV
VANGUARD ST BOND ETF
-$435.7K
0
-100%
减持
CMI
CUMMINS INC
-$422.0K
14,586
-4%
减持
—
BLACKROCK INC.
-$407.7K
4,404
-5%
清仓
NSC
NORFOLK SOUTHERN
-$400.9K
0
-100%
清仓
EFG
I SHARES MSCI EAFE GROWTH
-$395.5K
0
-100%
减持
GILD
GILEAD SCIENCES INC.
-$388.9K
33,226
-9%
清仓
AGG
ISHARES BARCLAYS AGGREGATE BD F
-$384.5K
0
-100%
清仓
AOM
ISHARES CORE MODERATE ALLOCATIO
-$375.9K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$373.7K
0
-100%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$369.2K
43,943
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$352.5K
6,294
-5%
清仓
VBR
VANGUARD SMALL CAP VALUE ETF
-$351.4K
0
-100%
增持
IWD
ISHARES RUSSELL 1000 VALUE INDE
+$350.1K
4,204
+96%
清仓
CDNS
CADENCE DESIGN SYSTEMS, INC.
-$340.5K
0
-100%
减持
PAYX
PAYCHEX INC
-$338.5K
29,325
-6%
清仓
BUFG
FT Cboe Vest Buffered Allocatio
-$338.2K
0
-100%
减持
SDY
SPDR S&P DIVIDEND ETF
-$338.2K
36,583
-4%
清仓
ITOT
ISHARES CORE S&P TOTAL US STOCK
-$335.3K
0
-100%
减持
—
EXXON MOBIL CORP
-$332.6K
3,573
-44%
减持
EOG
EOG RESOURCES
-$329.5K
34,497
-6%
增持
OKTA
OKTA INC. CL A
+$325.9K
7,122
+119%
清仓
PSA
PUBLIC STORAGE
-$319.1K
0
-100%
减持
VOE
VANGUARD MID CAP VALUE ETF
-$318.9K
2,079
-49%
减持
EBAY
EBAY INC
-$315.7K
8,880
-41%
减持
LLY
ELI LILLY & CO
+$313.1K
2,488
-0%
建仓
DKS
DICKS SPORTING GOODS INC.
+$309.2K
1,439
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$309.1K
3,452
-9%
清仓
ROST
ROSS STORES INC
-$306.0K
0
-100%
清仓
IJR
ISHARES CORE S&P SMALL-CAP ETF
-$299.0K
0
-100%
减持
IVW
ISHARES S&P GROWTH INDEX FD
-$298.9K
2,504
-60%
减持
DHR
DANAHER CORP
-$289.9K
5,941
-16%
清仓
NFLX
NETFLIX INC.
-$287.9K
0
-100%
增持
APP
AppLovin Corp Cl A
+$284.1K
8,030
+45%
减持
LOW
LOWES COS INC
-$282.8K
1,407
-40%
建仓
DOCU
DOCUSIGN INC.
+$280.9K
5,250
清仓
MINT
Pimco Enhanced Short Maturity E
-$278.0K
0
-100%
建仓
MKL
MARKEL CP HLDG CO
+$277.3K
176
建仓
CLX
CLOROX CO
+$273.1K
2,001
清仓
GDDY
GODADDY INC.
-$267.0K
0
-100%
建仓
URI
UNITED RENTALS INC
+$254.8K
394
清仓
FAST
FASTENAL CO
-$254.1K
0
-100%
减持
SM
SM ENERGY CO
-$244.1K
5,234
-45%
建仓
IWS
ISHARES RUSSELL MIDCAP VALUE IN
+$241.2K
1,998
清仓
KNX
Knight-Swift Transportation Hol
-$240.7K
0
-100%
减持
—
EVEREST RE GROUP
-$240.4K
720
-44%
清仓
BYD
BOYD GAMING CORP
-$237.6K
0
-100%
清仓
MEDP
Medpace Holdings Inc.
-$234.4K
0
-100%
建仓
NU
NU HOLDINGS LTD USD0.0000066666
+$233.3K
18,103
增持
FCNCA
First Citizens BancShares Inc/N
+$231.0K
279
+91%
建仓
IRT
Independence Realty Trust Inc
+$230.5K
12,300
减持
PG
PROCTER & GAMBLE
-$229.6K
29,110
-6%
建仓
STAG
STAG Industrial Inc.
+$225.6K
6,255
减持
XPO
XPO LOGISTICS INC.
-$225.0K
3,971
-25%
清仓
BDC
BELDEN INC
-$223.8K
0
-100%
清仓
CRM
SALESFORCE.COM INC.
-$222.9K
0
-100%
清仓
ICVT
ISHARES CONVERTIBLE BOND ETF
-$220.5K
0
-100%
清仓
—
Fabrinet
-$220.4K
0
-100%
清仓
ESI
Element Solutions Inc
-$218.3K
0
-100%
建仓
RRX
Regal Rexnord Corporation
+$218.0K
1,612
建仓
LHX
L3HARRIS TECHNOLOGIES INC.
+$217.4K
968
清仓
AMGN
AMGEN
-$217.2K
0
-100%
清仓
GLD
SPDR GOLD TRGOLD SHS
-$216.9K
0
-100%
减持
TXN
TEXAS INSTRUMENTS
+$216.2K
30,077
-7%
清仓
VOT
VANGUARD MID CAP GROWTH ETF
-$214.9K
0
-100%
减持
HON
HONEYWELL INTERNATIONAL INC
-$214.6K
31,021
-7%
清仓
FMC
FMC CORPORATION
-$213.3K
0
-100%
清仓
VZ
VERIZON COMMUNICATN
-$213.1K
0
-100%
清仓
PVH
PVH CORP.
-$212.6K
0
-100%
清仓
VEU
VANGUARD FTSE ALL-WORLD EX-US E
-$212.5K
0
-100%
