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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 33
增持 20
减持 65
清仓 32
方向
标的
Δ市值
现股数(环比)
建仓
DFIC
DIMENSIONAL INTERNATIONAL CORE
+$34.5M
1,000,934
减持
JMUB
JPMORGAN MUNICIPAL ETF
-$21.7M
48,723
-90%
增持
JFLX
JP MORGAN FLEXIBLE DEBT ETF
+$16.4M
431,799
+309%
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。
建仓
DXUV
DIMENSIONAL US VECTOR EQUITY ET
+$15.1M
251,780
增持
DGRO
ISHARES CORE DIVIDEND GROWTH
+$10.4M
960,971
+16%
减持
VOO
VANGUARD S&P 500
-$8.8M
289,240
-7%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$8.7M
650,123
-18%
减持
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$6.1M
574,951
-9%
减持
VIGI
VANGUARD INTL DIV APPREC ETF
-$5.3M
2,839
-95%
增持
VUG
VANGUARD GROWTH ETF
+$5.3M
108,857
+9%
减持
VTV
VANGUARD VALUE ETF
-$4.6M
8,879
-74%
减持
IMCG
iShares Morningstar Mid-Cap Gro
-$4.2M
62,488
-44%
减持
IWF
ISHARES RUSSELL 1000 GROWTH IND
-$3.6M
3,441
-69%
减持
AOM
ISHARES CORE MODERATE ALLOCATIO
-$3.5M
25,565
-74%
减持
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
-$2.2M
67,923
-50%
减持
PRN
Invesco Dorsey Wright Industria
-$2.1M
8,909
-50%
减持
LLY
ELI LILLY & CO
+$1.9M
6,327
-1%
增持
RSPU
Invesco S&P 500 Equal Weight Ut
+$1.8M
14,993
+5%
减持
MSFT
MICROSOFT
-$1.6M
36,622
-2%
清仓
IEF
ISHARES BARCLAYS 7-10 YEAR TREA
-$1.6M
0
-100%
减持
IAU
ISHARES GOLD TRUST
-$1.5M
38,446
-40%
建仓
IBIT
ISHARES BITCOIN TR SHS
+$1.5M
30,237
减持
GOOGL
ALPHABET, INC. CLASS A
+$1.5M
23,095
-2%
增持
IVW
ISHARES S&P GROWTH INDEX FD
+$1.3M
21,104
+101%
减持
SCHV
SCHWAB US LARGE CAP VALUE ETF
-$1.3M
15,868
-73%
增持
QQQ
INVESCO QQQ TRUST
+$1.2M
48,495
+2%
清仓
DBP
Invesco DB Precious Metals Fund
-$1.2M
0
-100%
减持
IWP
ISHARES RUSSELL MID CAP GROWTH
-$1.2M
6,941
-53%
减持
IEMG
ISHARES CORE MSCI EMERGING MARK
-$1.0M
15,859
-51%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.0M
8,836
-17%
建仓
EDIV
SPDR S&P Emerging Markets Divid
+$876.9K
12,753
减持
CMI
CUMMINS INC
+$824.1K
9,860
-1%
建仓
ISRG
INTUITIVE SURGICAL INC
+$778.7K
1,375
减持
RPG
SHARES S&P 500 PURE GROWTH PORT
+$771.0K
23,337
-4%
减持
IWS
ISHARES RUSSELL MIDCAP VALUE IN
-$726.9K
4,858
-52%
减持
VB
VANGUARD SMALL CAP ETF
-$726.3K
185,395
-3%
减持
JNJ
JOHNSON & JOHNSON
+$720.1K
33,611
-0%
增持
NFLX
NETFLIX INC.
-$718.4K
7,337
+525%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$703.8K
468,513
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD
+$696.8K
26,711
+1%
减持
JMEE
JPMorgan Small & Mid Cap Enh Eq
-$688.9K
60,271
-16%
减持
PAYX
PAYCHEX INC
-$671.7K
20,380
-13%
减持
IWO
ISHARES RUSSELL 2000 GROWTH IND
-$667.3K
1,390
-60%
减持
ANET
ARISTA NETWORKS INC
-$661.7K
9,990
-26%
增持
HD
HOME DEPOT INC.
-$647.4K
11,135
+1%
清仓
CPRT
COPART INC.
-$639.9K
0
-100%
增持
BAC
BANK OF AMERICA
+$618.6K
21,640
+95%
清仓
LULU
LULULEMON ATHLETICA INC
-$613.1K
0
-100%
减持
SCHD
SCHWAB US DIVIDEND EQUITY
-$593.6K
20,438
-52%
减持
CTAS
CINTAS CORP.
-$592.8K
30,101
-1%
增持
VTI
VG TOTL STK VPRS
+$590.0K
17,350
+9%
减持
JBHT
HUNT J B TRANS SVCS INC
+$559.2K
9,485
-1%
建仓
DLN
WisdomTree US LargeCap Dividend
+$535.4K
1,114
建仓
XONE
BondBloxx Bloomberg One YrTrgDu
+$535.4K
1,927
清仓
IWN
ISHARES RUSSELL 2000 VALUE INDE
-$534.8K
0
-100%
减持
DG
DOLLAR GENERAL CORPORATION
+$524.6K
24,140
-7%
减持
APH
AMPHENOL CORP
+$524.1K
51,685
-1%
清仓
IUSB
iShares Core Total USD Bond Mar
-$522.0K
0
-100%
清仓
VRTX
VERTEX PHARM INC
-$517.7K
0
-100%
减持
ZTS
ZOETIS INC.
-$514.9K
16,075
-7%
建仓
ADSK
AUTODESK INC
+$513.3K
1,734
清仓
EME
EMCOR Group Inc
-$513.1K
0
-100%
减持
PGR
PROGRESSIVE CORP.
-$510.8K
2,421
-44%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$501.6K
5,497
-1%
减持
KLAC
KLA CORP.
+$500.5K
5,224
-4%
建仓
SMH
VANECK VECTORS SEMICONDUCTOR ET
+$491.1K
1,364
减持
META
META PLATFORMS INC. CL A
-$488.9K
5,662
-2%
减持
PH
PARKER-HANNIFIN CORP
+$485.7K
4,202
-1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$477.2K
198,235
-4%
减持
DHI
D.R. HORTON INCORPORATED
-$474.8K
16,705
-2%
增持
ESML
iShares ESG Aware MSCI USA Smal
+$465.3K
15,492
+6%
减持
GOOG
ALPHABET, INC. CLASS C
+$456.3K
6,703
-1%
减持
CMCSA
COMCAST CORPORATION
-$441.5K
54,565
-17%
清仓
SNOW
SNOWFLAKE ORD SHRS CLASS A
-$441.2K
0
-100%
清仓
SRLN
SPDR Blackstone Senior Loan ETF
-$438.3K
0
-100%
减持
EOG
EOG RESOURCES
-$437.6K
29,105
-7%
建仓
MRK
MERCK & CO, INC. NEW
+$435.6K
4,138
清仓
—
iShares iBonds Dec 2025 Term Co
-$433.0K
0
-100%
建仓
KNX
Knight-Swift Transportation Hol
+$416.8K
7,973
清仓
RMD
RESMED INC
-$409.8K
0
-100%
减持
TJX
TJX COMPANIES
+$405.7K
47,434
-0%
减持
SCHA
SCHWAB US SMALL CAP
-$402.8K
12,289
-54%
减持
AGG
ISHARES BARCLAYS AGGREGATE BD F
-$396.6K
4,700
-46%
减持
ROP
ROPER INDUSTRIES INC.
-$391.4K
3,565
-10%
建仓
WM
WASTE MANAGEMENT
+$390.9K
1,779
减持
IGSB
ISHARES SHORT-TERM CORPORATE BO
-$390.5K
7,255
-50%
增持
NEE
NEXTERA ENERGY INC.
+$379.9K
47,866
+4%
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$375.1K
0
-100%
减持
TSCO
TRACTOR SUPPLY
-$368.8K
26,775
-11%
减持
DOV
DOVER CORPORATION
+$364.5K
13,640
-1%
清仓
HLI
HOULIHAN LOKEY INC CLASS A
-$344.9K
0
-100%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$331.5K
15,374
-49%
减持
SCHX
SCHWAB US LARGE CAP
-$329.7K
26,280
-33%
减持
ABBV
ABBVIE INC
-$329.6K
22,661
-5%
减持
HON
HONEYWELL INTERNATIONAL INC
-$322.6K
16,657
-2%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY
+$307.4K
3,102
+14%
建仓
EXPE
EXPEDIA INC.
+$303.1K
1,070
增持
HCA
HCA HOLDINGS INC.
+$302.8K
1,106
+121%
减持
MRSH
MARSH & MCLENNAN COMPANIES, INC
-$297.9K
15,614
-2%
建仓
NTRA
Natera Inc Com
+$295.8K
1,291
建仓
ROL
ROLLINS INC
+$294.0K
4,898
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$290.1K
9,369
+61%
清仓
—
TRANE TECHNOLOGIES PLC CLASS A
-$286.9K
0
-100%
清仓
JPIN
JPMORGAN DIVERSIFIED RETURN INT
-$283.9K
0
-100%
清仓
MTZ
Mastec Inc
-$280.3K
0
-100%
清仓
NSC
NORFOLK SOUTHERN
-$277.3K
0
-100%
建仓
CFG
CITIZENS FINANCIAL GROUP INC.
+$276.9K
4,741
减持
NKE
NIKE, INC
-$272.6K
27,946
-5%
建仓
REET
ISHARES GLOBAL REIT ETF
+$271.3K
2,474
建仓
KEX
KIRBY CORP.
+$266.1K
2,415
减持
QUAL
ISHARES EDGE MSCI USA QUALITY F
-$265.3K
1,045
-57%
清仓
VYMI
VANGUARD INTERNATIONAL HIGH DIV
-$265.1K
0
-100%
清仓
—
ISHARES TR IBONDS 25 TRM TS ETF
-$264.7K
0
-100%
清仓
CVX
CHEVRON CORP
-$260.3K
0
-100%
清仓
CG
THE CARLYLE GROUP LP
-$257.8K
0
-100%
增持
COST
COSTCO WHOLESALE CORP
-$257.7K
6,821
+3%
建仓
TEAM
Atlassian Corp Cl A
+$256.2K
1,580
建仓
—
Seagate Technology Holdings PLC
+$254.7K
925
建仓
—
Arch Capital Group Ltd
+$254.5K
2,653
建仓
CTA
Simplify Managed Futures Strate
+$249.2K
4,141
清仓
PSTG
PURE STORAGE INC
-$247.9K
0
-100%
清仓
VST
VISTRA ENERGY CORP.
-$246.1K
0
-100%
建仓
BJ
BJS Wholesale Club Hldgs Inc
+$245.1K
2,722
减持
JPM
JP MORGAN CHASE
+$243.8K
37,295
-0%
增持
AVGO
BROADCOM INC.
+$243.8K
10,410
+2%
增持
VRT
Vertiv Hldg Co Class A
+$240.4K
3,886
+51%
增持
—
Ferrari N.V.
-$239.4K
2,271
+2%
建仓
LNG
CHENIERE ENERGY INC
+$238.3K
1,226
减持
AAPL
APPLE INC
+$235.5K
68,055
-5%
清仓
UBER
UBER TECHNOLOGIES INC.
-$233.3K
0
-100%
减持
IWD
ISHARES RUSSELL 1000 VALUE INDE
-$231.9K
8,619
-14%
建仓
BCI
ABRDN BLOOMBERG ALL COMMODITY S
+$230.7K
5,112
建仓
CP
CANADIAN PACIFIC KANSAS CITY LT
+$230.4K
3,129
建仓
GOVT
ISHARES US TREASURY BOND ETF
+$229.8K
9,982
清仓
ORLY
O'REILLY AUTOMOTIVE INC. NEW
-$228.8K
0
-100%
建仓
—
UBS AG
+$225.9K
4,879
建仓
EPAM
Epam Sys Inc
+$224.3K
1,095
清仓
FBP
First Bancorp
-$223.5K
0
-100%
建仓
RS
RELIANCE STL & ALMN
+$222.7K
771
清仓
GVI
ISHARES INTERMEDIATE GOV/CRDT B
-$221.3K
0
-100%
建仓
AKRE
PROFESSIONALLY MANAGED PORTF AK
+$221.0K
3,373
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$220.6K
39,587
-10%
清仓
GM
GENERAL MOTORS CO
-$219.2K
0
-100%
减持
NVDA
NVIDIA CORP
-$218.4K
54,813
-2%
清仓
ISTB
ISHARES CORE 1-5 YEAR USD BOND
-$217.4K
0
-100%
建仓
GEM
Goldman Sachs ActiveBeta EMkts
+$216.7K
2,069
建仓
COO
THE COOPER COMPANIES INC
+$215.6K
2,630
清仓
CPNG
COUPANG INC. CL A
-$214.5K
0
-100%
减持
URI
UNITED RENTALS INC
-$213.1K
1,368
-1%
清仓
IYK
ISHARES US CONSUMER STAPLES ETF
-$212.8K
0
-100%
