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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 41
增持 28
减持 53
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM
+$26.1M
475,770
清仓
VGIT
VANGUARD INTERMEDIATE TERM GOVE
-$20.0M
0
-100%
减持
VUG
VANGUARD GROWTH ETF
-$19.5M
3,361
-94%
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
SCHX
SCHWAB US LARGE CAP
-$18.0M
935,327
-26%
清仓
VMBS
VANGUARD MORTGAGE-BACKED SECS E
-$16.7M
0
-100%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH
+$12.5M
1,431,025
+7%
减持
VOO
VANGUARD S&P 500
+$9.4M
353,208
-0%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORP
-$7.7M
104,848
-49%
增持
VB
VANGUARD SMALL CAP ETF
+$6.3M
254,801
+3%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$5.1M
1,007,460
+2%
减持
—
LINDE PLC
-$4.6M
3,618
-75%
增持
BIV
VANGUARD INTERMED TERM BOND ETF
+$3.5M
997,915
+0%
增持
NVDA
NVIDIA CORP
+$3.4M
58,268
+97%
建仓
DHI
D.R. HORTON INCORPORATED
+$3.4M
17,815
增持
AAPL
APPLE INC
+$2.8M
77,292
+7%
清仓
SHYG
iShares 0-5 Year High Yield Bon
-$2.7M
0
-100%
增持
USHY
ISHARES BROAD USD HIGH YLD CORP
+$2.7M
246,199
+35%
清仓
VWOB
Vanguard Emerging Mrkts Govt Bo
-$2.4M
0
-100%
建仓
CNQ
CANADIAN NATURAL RESOURCES LTD
+$2.3M
70,599
增持
META
META PLATFORMS INC. CL A
+$2.3M
6,930
+112%
增持
GOOGL
ALPHABET, INC. CLASS A
+$2.3M
24,429
+156%
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BO
-$2.2M
0
-100%
建仓
BR
BROADRIDGE FINANCIAL SOLUTIONS,
+$2.2M
10,386
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$2.1M
731,005
-1%
减持
VCSH
VANGUARD SHORT-TERM CORP BD IDX
-$1.9M
65,737
-28%
减持
MGK
Vanguard Mega Cap Growth ETF
-$1.5M
93,893
-7%
减持
DG
DOLLAR GENERAL CORPORATION
-$1.4M
21,306
-11%
增持
MSFT
MICROSOFT
+$1.4M
41,620
+13%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD
-$1.3M
36,533
-17%
减持
SCHW
SCHWAB CORP
-$1.3M
43,338
-23%
减持
APH
AMPHENOL CORP
-$1.3M
50,792
-25%
减持
KLAC
KLA CORP.
-$1.3M
6,884
-14%
减持
TJX
TJX COMPANIES
-$1.2M
57,713
-21%
增持
MA
MASTERCARD INCORPORATED
+$1.2M
11,157
+14%
减持
HON
HONEYWELL INTERNATIONAL INC
-$1.2M
26,407
-15%
建仓
INTU
INTUIT INC
+$1.1M
1,814
减持
VGSH
VANGUARD SHORT TERM GOVERNMENT
-$1.1M
93,499
-18%
减持
GLDM
SPDR Gold MiniShares
+$1.1M
6,253
-94%
建仓
ADBE
ADOBE SYS INC
+$1.1M
2,042
减持
VWO
VANGUARD FTSE EMERGING MARKETS
+$950.5K
404,150
-4%
减持
TXN
TEXAS INSTRUMENTS
-$928.5K
23,829
-21%
减持
EOG
EOG RESOURCES
-$928.5K
27,769
-20%
减持
VTIP
Vanguard Shrt-Term Infl-Prot Se
-$831.1K
48,340
-27%
增持
V
VISA INC
+$830.5K
22,149
+11%
增持
—
ARISTA NETWORKS
+$787.5K
4,382
+72%
建仓
LULU
LULULEMON ATHLETICA INC
+$785.3K
2,894
建仓
IDXX
IDEXX LABORATORIES INC
+$757.3K
1,499
建仓
CMG
CHIPOTLE MEXICAN GRILL
+$755.7K
13,116
增持
NVO
NOVO-NORDISK A/S ADR
+$755.4K
12,725
+139%
建仓
NOW
ServiceNow Inc
+$744.1K
832
增持
CTAS
CINTAS CORP.
+$741.3K
31,277
+284%
减持
JGRO
JPMorgan Active Growth ETF
+$737.5K
689,345
-1%
增持
URI
UNITED RENTALS INC
+$722.5K
1,207
+206%
增持
—
Ferrari N.V.
+$720.0K
2,554
+117%
建仓
CPAY
CORPAY INC
+$719.0K
2,299
建仓
RMD
RESMED INC
+$690.4K
2,828
建仓
MNST
MONSTER BEVERAGE CORPORATION
+$686.5K
13,159
建仓
VRTX
VERTEX PHARM INC
+$680.4K
1,463
减持
JPM
JP MORGAN CHASE
-$679.9K
36,628
-12%
增持
SPGI
S&P GLOBAL INC.
+$663.5K
2,518
+76%
减持
COST
COSTCO WHOLESALE CORP
-$634.5K
7,808
-12%
建仓
HAS
HASBRO INC
+$634.2K
8,770
减持
HSY
HERSHEY FOODS CO
-$611.9K
18,855
-18%
建仓
REGN
REGENERON PHARMACEUTICALS INC.
+$600.3K
571
建仓
CPRT
COPART INC.
+$597.5K
11,403
增持
—
ASML HOLDING NV
+$596.9K
1,238
+191%
减持
NKE
NIKE, INC
+$588.6K
45,943
-0%
减持
—
ACCENTURE PLC
+$567.7K
19,653
-7%
减持
MRSH
MARSH & MCLENNAN COMPANIES, INC
-$564.9K
22,186
-15%
清仓
AOS
AO SMITH CORP
-$556.1K
0
-100%
清仓
WM
WASTE MANAGEMENT
-$544.4K
0
-100%
减持
ROP
ROPER INDUSTRIES INC.
-$543.6K
3,936
-19%
清仓
CRWD
CROWDSTRIKE HOLDINGS ORD SHS CL
-$530.7K
0
-100%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARK
+$519.8K
9,055
减持
MCK
MCKESSON CORP
-$514.7K
562
-59%
减持
PEP
PEPSI CO
-$510.6K
29,191
-12%
减持
AMZN
AMAZON.COM INC
-$502.1K
34,722
-4%
减持
—
Arch Capital Group Ltd
-$497.4K
2,925
-64%
清仓
EBAY
EBAY INC
-$477.0K
0
-100%
清仓
FCNCA
First Citizens BancShares Inc/N
-$469.7K
0
-100%
减持
SDY
SPDR S&P DIVIDEND ETF
+$469.2K
36,059
-1%
清仓
EHC
ENCOMPASS HEALTH CORPORATION
-$430.7K
0
-100%
减持
JPST
JP MORGAN ULTRA SHORT INCOME ET
-$423.2K
484,892
-2%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$422.3K
29,304
-20%
减持
DOV
DOVER CORPORATION
-$420.9K
14,077
-19%
清仓
TLT
ISHARES TRUST BARCLAYS 20 YEAR
-$420.8K
0
-100%
建仓
—
iShares iBonds Dec 2025 Term Co
+$418.2K
16,660
增持
MCD
MCDONALDS
+$415.1K
7,768
+2%
减持
VTI
VG TOTL STK VPRS
-$385.3K
9,615
-17%
清仓
NVR
NVR INC.
-$379.4K
0
-100%
建仓
HCA
HCA HOLDINGS INC.
+$372.3K
916
减持
IWD
ISHARES RUSSELL 1000 VALUE INDE
-$365.3K
1,940
-54%
减持
ZTS
ZOETIS INC.
-$360.9K
15,447
-21%
减持
JBHT
HUNT J B TRANS SVCS INC
-$359.5K
13,769
-19%
减持
CMCSA
COMCAST CORPORATION
-$359.5K
79,929
-15%
减持
SYK
STRYKER CORP
-$353.2K
12,503
-13%
减持
AXP
AMERICAN EXPRESS CO
-$347.5K
4,732
-33%
增持
NOC
NORTHROP GRUMMAN CORP.
+$324.0K
1,534
+38%
建仓
NFLX
NETFLIX INC.
+$323.4K
456
减持
PG
PROCTER & GAMBLE
-$310.4K
25,926
-11%
建仓
ALNY
Alnylam Pharmaceuticals Inc
+$308.9K
1,123
增持
LMT
LOCKHEED MARTIN CORPORATION
+$303.4K
1,553
+20%
建仓
SE
SEA LTD. ADR
+$294.2K
3,120
建仓
MMM
3M COMPANY
+$292.4K
2,139
清仓
VEEV
VEEVA SYSTEMS INC CLASS A
-$290.4K
0
-100%
清仓
DOCU
DOCUSIGN INC.
-$280.9K
0
-100%
减持
UNH
UNITEDHEALTH GROUP
-$277.7K
14,097
-16%
增持
GD
GENERAL DYNAMICS CORP.
+$275.0K
2,766
+43%
清仓
—
EVEREST RE GROUP
-$274.3K
0
-100%
清仓
CLX
CLOROX CO
-$273.1K
0
-100%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$272.4K
2,898
+55%
建仓
DBX
Dropbox Inc
+$270.8K
10,650
清仓
DPZ
DOMINOS PIZZA INC.
-$270.6K
0
-100%
减持
DE
DEERE CO
-$268.8K
9,888
-16%
建仓
MOD
Modine Manufacturing Co
+$267.6K
2,015
清仓
ALK
ALASKA AIR GROUP
-$265.1K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC CLASS A
+$264.3K
680
减持
PAYX
PAYCHEX INC
-$259.4K
23,976
-18%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONA
-$258.5K
238,439
-9%
清仓
TEAM
Atlassian Corp Cl A
-$257.5K
0
-100%
增持
KO
COCA-COLA
+$257.0K
17,573
+11%
清仓
—
FERGUSON PLC
-$255.2K
0
-100%
建仓
—
ISHARES TR IBONDS 25 TRM TS
+$251.9K
10,757
建仓
—
iShares iBonds Dec 2024 Term Co
+$250.9K
9,952
建仓
—
iShares iBonds Dec 2024 Term Tr
+$250.5K
10,436
建仓
DOCS
DOXIMITY INC CL A
+$246.6K
5,660
建仓
FTNT
FORTINET INC.
+$246.3K
3,176
清仓
QRVO
QORVO INC.
-$244.8K
0
-100%
减持
VIGI
VANGUARD INTL DIV APPREC ETF
-$243.5K
150,716
-10%
建仓
TRU
TRANSUNION
+$242.1K
2,312
清仓
BKNG
BOOKING HOLDINGS INC.
-$241.7K
0
-100%
清仓
IWS
ISHARES RUSSELL MIDCAP VALUE IN
-$241.2K
0
-100%
建仓
RVTY
PERKINELMER INC
+$236.3K
1,850
清仓
ZS
ZSCALER INC.
-$232.6K
0
-100%
清仓
WFC
WELLS FARGO & CO
-$232.4K
0
-100%
减持
QQQ
INVESCO QQQ TRUST
-$232.1K
2,555
-17%
建仓
VBR
VANGUARD SMALL CAP VALUE ETF
+$228.8K
1,140
建仓
EXAS
EXACT SCIENCES CORP
+$228.8K
3,359
增持
VTV
VANGUARD VALUE ETF
+$227.1K
6,456
+15%
清仓
SM
SM ENERGY CO
-$226.3K
0
-100%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$225.1K
3,626
+5%
建仓
TWLO
TWILIO INC. CLASS A
+$224.4K
3,440
建仓
ORCL
ORACLE CORP
+$223.2K
1,310
减持
GOOG
ALPHABET, INC. CLASS C
-$214.6K
8,703
-4%
建仓
PM
PHILIP MORRIS INTERNATIONAL, IN
+$214.3K
1,765
清仓
—
RENAISSANCERE HOLDINGS LTD.
-$213.5K
0
-100%
建仓
TFX
Teleflex Inc
+$212.2K
858
增持
ABBV
ABBVIE INC
+$211.9K
6,691
+3%
减持
QUAL
ISHARES EDGE MSCI USA QUALITY F
-$210.2K
18,827
-10%
建仓
JLL
JONES LANG LASALLE
+$208.3K
772
