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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 1
增持 8
减持 54
清仓 87
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD S&P 500
-$193.0M
585
-100%
清仓
BIV
VANGUARD INTERMED TERM BOND ETF
-$69.2M
0
-100%
清仓
VO
VANGUARD MID CAP INDEX ETF
-$57.8M
0
-100%
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。
清仓
SCHX
SCHWAB US LARGE CAP
-$56.0M
0
-100%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH
-$47.2M
635,152
-55%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$32.6M
41,970
-94%
清仓
MGK
Vanguard Mega Cap Growth ETF
-$31.9M
0
-100%
清仓
VCRB
Vanguard Core Bond ETF
-$29.6M
0
-100%
减持
VB
VANGUARD SMALL CAP ETF
-$29.3M
125,543
-47%
减持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM
-$24.5M
11,777
-97%
减持
QQQ
INVESCO QQQ TRUST
-$22.8M
597
-99%
减持
JPST
JP MORGAN ULTRA SHORT INCOME ET
-$21.5M
64,873
-87%
减持
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$18.3M
427,150
-31%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS
-$17.6M
0
-100%
清仓
JBND
JPMorgan Active Bond ETF
-$15.7M
0
-100%
清仓
VIGI
VANGUARD INTL DIV APPREC ETF
-$12.4M
0
-100%
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORP
-$8.6M
0
-100%
清仓
USHY
ISHARES BROAD USD HIGH YLD CORP
-$8.3M
0
-100%
清仓
FNDF
SCHWAB FUNDAMENTAL INTERNATIONA
-$8.2M
0
-100%
清仓
FNDX
SCHWAB FUNDAMENTAL US LARGE COM
-$7.4M
0
-100%
清仓
AOM
ISHARES CORE MODERATE ALLOCATIO
-$7.2M
0
-100%
清仓
CGMS
Capital Group U.S. Multi-Sector
-$6.9M
0
-100%
清仓
VGIT
VANGUARD INTERMEDIATE TERM GOVE
-$6.8M
0
-100%
清仓
VGSH
VANGUARD SHORT TERM GOVERNMENT
-$6.7M
0
-100%
减持
AAPL
APPLE INC
-$5.5M
59,501
-21%
减持
IVV
ISHARES CORE S&P 500 ETF
-$5.4M
641
-93%
减持
SPY
SPDR S&P 500
-$5.3M
3,396
-72%
清仓
GLDM
SPDR Gold MiniShares
-$5.1M
0
-100%
清仓
VCSH
VANGUARD SHORT-TERM CORP BD IDX
-$4.9M
0
-100%
减持
MSFT
MICROSOFT
-$4.4M
35,301
-16%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME
-$4.1M
16,857
-81%
清仓
SPYG
SPDR S&P 500 GROWTH ETF
-$3.6M
0
-100%
清仓
IMCG
iShares Morningstar Mid-Cap Gro
-$3.2M
0
-100%
减持
NVDA
NVIDIA CORP
-$2.9M
45,532
-22%
减持
IWF
ISHARES RUSSELL 1000 GROWTH IND
-$2.8M
18,640
-22%
增持
IWD
ISHARES RUSSELL 1000 VALUE INDE
+$2.6M
28,078
+95%
增持
EFA
ISHARES MSCI EAFE INDEX FD
+$2.6M
34,587
+1073%
清仓
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
-$2.5M
0
-100%
减持
VTI
VG TOTL STK VPRS
-$2.5M
8,467
-49%
清仓
VGT
VANGUARD INFORMATION TECHNOLOGY
-$2.4M
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$2.3M
4,346
+718%
减持
HON
HONEYWELL INTERNATIONAL INC
-$2.2M
17,425
-33%
清仓
IWY
ISHARES RUSSELL TOP 200 GROWTH
-$2.2M
0
-100%
减持
AMZN
AMAZON.COM INC
-$2.2M
24,558
-21%
清仓
HSY
HERSHEY FOODS CO
-$2.1M
0
-100%
减持
GOOGL
ALPHABET, INC. CLASS A
-$2.1M
20,941
-26%
清仓
VTIP
Vanguard Shrt-Term Infl-Prot Se
-$2.1M
0
-100%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$2.0M
764,679
+2%
减持
—
ACCENTURE PLC
-$1.9M
14,075
-21%
清仓
IAU
ISHARES GOLD TRUST
-$1.8M
0
-100%
减持
MCD
MCDONALDS
-$1.8M
2,333
-73%
清仓
VTV
VANGUARD VALUE ETF
-$1.8M
0
-100%
清仓
—
LINDE PLC
-$1.6M
0
-100%
建仓
TSCO
TRACTOR SUPPLY
+$1.6M
28,836
减持
TXN
TEXAS INSTRUMENTS
-$1.5M
15,972
-32%
减持
IWP
ISHARES RUSSELL MID CAP GROWTH
-$1.5M
8,493
-57%
清仓
IJR
ISHARES CORE S&P SMALL-CAP ETF
-$1.4M
0
-100%
清仓
VUG
VANGUARD GROWTH ETF
-$1.4M
0
-100%
减持
TJX
TJX COMPANIES
-$1.4M
43,920
-21%
减持
NKE
NIKE, INC
-$1.4M
29,835
-31%
清仓
GSLC
Goldman Sachs ActiveBeta US LgC
-$1.3M
0
-100%
清仓
DHR
DANAHER CORP
-$1.3M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD
-$1.3M
32,544
-4%
清仓
ILCB
ISHARES MORNINGSTAR U.S. EQUITY
-$1.3M
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$1.3M
0
-100%
清仓
IWO
ISHARES RUSSELL 2000 GROWTH IND
-$1.2M
0
-100%
减持
QUAL
ISHARES EDGE MSCI USA QUALITY F
-$1.2M
1,407
-82%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$1.2M
18,422
-47%
清仓
VOE
VANGUARD MID CAP VALUE ETF
-$1.2M
0
-100%
增持
DG
DOLLAR GENERAL CORPORATION
+$1.2M
26,723
+70%
减持
—
CHUBB LTD
-$1.1M
2,394
-65%
减持
META
META PLATFORMS INC. CL A
-$1.1M
5,022
-27%
减持
PG
PROCTER & GAMBLE
-$1.1M
18,665
-27%
清仓
VBK
VANGUARD SMALL CAP GROWTH ETF
-$1.1M
0
-100%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$1.1M
0
-100%
清仓
ITOT
ISHARES CORE S&P TOTAL US STOCK
-$1.1M
0
-100%
清仓
IVW
ISHARES S&P GROWTH INDEX FD
-$1.1M
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MARK
-$1.1M
9,070
-70%
减持
INTU
INTUIT INC
-$1.1M
1,243
-57%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
9,864
-20%
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$1.0M
0
-100%
减持
SYK
STRYKER CORP
-$1.0M
9,644
-25%
减持
GOOG
ALPHABET, INC. CLASS C
-$1.0M
3,793
-55%
清仓
XMMO
Invesco S&P MidCap Momentum ETF
-$999.8K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP.
-$978.0K
0
-100%
减持
BLK
BLACKROCK INC
-$970.3K
2,665
-22%
减持
ANET
ARISTA NETWORKS INC
-$968.2K
11,809
-31%
减持
PEP
PEPSI CO
-$956.8K
25,176
-19%
清仓
RPG
SHARES S&P 500 PURE GROWTH PORT
-$916.8K
0
-100%
清仓
SCHV
SCHWAB US LARGE CAP VALUE ETF
-$893.9K
0
-100%
清仓
APP
AppLovin Corp Cl A
-$883.4K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC.
-$869.5K
0
-100%
减持
IWS
ISHARES RUSSELL MIDCAP VALUE IN
-$864.6K
4,226
-61%
减持
JBHT
HUNT J B TRANS SVCS INC
-$863.2K
9,663
-28%
减持
KO
COCA-COLA
-$849.9K
4,008
-78%
清仓
TWLO
TWILIO INC. CLASS A
-$844.2K
0
-100%
减持
GLD
SPDR GOLD TRGOLD SHS
-$809.2K
760
-82%
减持
NVO
NOVO-NORDISK A/S ADR
-$796.4K
5,365
-61%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$767.7K
5,570
+45%
清仓
SCHD
SCHWAB US DIVIDEND EQUITY
-$745.7K
0
-100%
清仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$742.4K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORPORATION
-$729.4K
0
-100%
减持
COST
COSTCO WHOLESALE CORP
-$727.9K
6,353
-14%
清仓
OEF
ISHARES S&P 100 INDEX FUND
-$723.9K
0
-100%
清仓
—
FTAI AVIATION LTD
-$714.1K
0
-100%
清仓
TTD
THE TRADE DESK INC.
-$711.1K
0
-100%
减持
MRSH
MARSH & MCLENNAN COMPANIES, INC
-$710.3K
16,157
-26%
清仓
IGSB
ISHARES SHORT-TERM CORPORATE BO
-$706.1K
0
-100%
清仓
BOND
PIMCO TOTAL RETURN ACTIVE EXCHA
-$701.5K
0
-100%
清仓
SPSM
SPDR PORTFOLIO SMALL CAP ETF
-$692.6K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY SA
-$674.6K
0
-100%
清仓
ESML
iShares ESG Aware MSCI USA Smal
-$671.3K
0
-100%
清仓
VHT
VANGUARD HEALTH CARE ETF
-$663.0K
0
-100%
清仓
VRT
Vertiv Hldg Co Class A
-$658.1K
0
-100%
清仓
RMD
RESMED INC
-$652.9K
0
-100%
清仓
IVE
ISHARES S&P 500 VAL IDX FD
-$649.8K
0
-100%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$640.9K
3,002
-76%
清仓
VBR
VANGUARD SMALL CAP VALUE ETF
-$630.4K
0
-100%
减持
UNH
UNITEDHEALTH GROUP
-$619.5K
11,657
-12%
增持
ABT
ABBOTT LAB
+$611.3K
30,753
+0%
减持
CTAS
CINTAS CORP.
+$602.6K
29,876
-1%
清仓
UNP
UNION PACIFIC CORP
-$601.8K
0
-100%
清仓
AGG
ISHARES BARCLAYS AGGREGATE BD F
-$585.4K
0
-100%
减持
IJJ
ISHARES S&P MIDCAP 400 VALUE IN
-$582.9K
8,861
-33%
清仓
BBLU
EA BRIDGEWAY BLUE CHIP ETF
-$574.6K
0
-100%
清仓
SCHA
SCHWAB US SMALL CAP
-$571.2K
0
-100%
增持
CNQ
CANADIAN NATURAL RESOURCES LTD
+$566.4K
81,807
+29%
清仓
IWN
ISHARES RUSSELL 2000 VALUE INDE
-$566.0K
0
-100%
清仓
DIA
SPDR DOW JONES INDUST AVERAGE E
-$556.0K
0
-100%
减持
V
VISA INC
-$552.7K
16,637
-18%
清仓
NTNX
NUTANIX INC.
-$547.8K
0
-100%
清仓
IUSV
iShares Core S&P US Value ETF
-$522.8K
0
-100%
清仓
IQLT
ISHARES MSCI INTL QUALITY FACTO
-$510.6K
0
-100%
清仓
OKTA
OKTA INC. CL A
-$503.1K
0
-100%
清仓
VOOG
Vanguard S&P 500 Growth ETF
-$496.2K
0
-100%
清仓
IJK
ISHARES S&P MIDCAP 400 GROWTH I
-$493.7K
0
-100%
清仓
IVOO
Vanguard S&P Mid-Cap 400 Index
-$493.4K
0
-100%
清仓
XPO
XPO LOGISTICS INC.
-$490.4K
0
-100%
减持
CMCSA
COMCAST CORPORATION
-$475.2K
66,791
-15%
清仓
—
Icon PLC ADR
-$464.9K
0
-100%
清仓
VIOO
Vanguard S&P Small-Cap 600 Inde
-$462.0K
0
-100%
清仓
ACWI
iShares MSCI ACWI ETF
-$443.0K
0
-100%
清仓
TIP
ISHARES BARCLAYS TIPS BOND
-$439.7K
0
-100%
减持
PGR
PROGRESSIVE CORP.
-$434.1K
2,326
-49%
清仓
—
Beacon Roofing Supply Inc
-$433.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$431.9K
30,958
-5%
清仓
HAS
HASBRO INC
-$425.5K
0
-100%
清仓
VIG
VANGUARD DIVIDEND APPRECIATION
-$420.5K
0
-100%
清仓
QCOM
QUALCOMM INC
-$417.8K
0
-100%
清仓
SRLN
SPDR Blackstone Senior Loan ETF
-$413.9K
0
-100%
