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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 21
减持 70
清仓 37
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500
-$7.7M
290,703
+1%
增持
VUG
VANGUARD GROWTH ETF
+$7.6M
138,889
+28%
减持
MSFT
MICROSOFT
-$6.5M
30,235
-17%
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
BIV
VANGUARD INTERMED TERM BOND ETF
+$6.2M
1,240,393
+8%
减持
QQQ
INVESCO QQQ TRUST
-$4.9M
43,206
-11%
减持
AAPL
APPLE INC
-$4.3M
56,094
-18%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE
+$4.2M
1,088,939
+9%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH
+$3.0M
993,754
+3%
减持
NVDA
NVIDIA CORP
-$2.7M
43,322
-21%
减持
JPM
JP MORGAN CHASE
-$2.3M
32,923
-12%
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$2.3M
604,032
+5%
清仓
PAYX
PAYCHEX INC
-$2.3M
0
-100%
减持
AMZN
AMAZON.COM INC
-$2.2M
20,541
-27%
减持
GOOGL
ALPHABET, INC. CLASS A
-$2.2M
17,598
-24%
减持
V
VISA INC
-$1.7M
14,174
-17%
增持
RSPU
Invesco S&P 500 Equal Weight Ut
-$1.6M
15,193
+1%
减持
MA
MASTERCARD INCORPORATED
-$1.6M
8,563
-17%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.6M
658,800
+1%
减持
LLY
ELI LILLY & CO
-$1.5M
5,752
-9%
减持
CTAS
CINTAS CORP.
-$1.5M
24,648
-18%
增持
VB
VANGUARD SMALL CAP ETF
+$1.5M
188,242
+2%
减持
APH
AMPHENOL CORP
-$1.4M
43,927
-15%
清仓
AHR
American Healthcare REIT Inc Or
-$1.3M
0
-100%
减持
—
ACCENTURE PLC
-$1.3M
11,165
-14%
减持
IAU
ISHARES GOLD TRUST
-$1.1M
23,373
-39%
减持
META
META PLATFORMS INC. CL A
-$1.1M
4,685
-17%
减持
ABT
ABBOTT LAB
-$1.0M
28,419
-10%
减持
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
-$1.0M
40,425
-40%
增持
BAC
BANK OF AMERICA
+$978.6K
44,489
+106%
减持
TJX
TJX COMPANIES
-$951.7K
39,666
-16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$908.5K
4,632
-16%
减持
AVGO
BROADCOM INC.
-$861.6K
8,857
-15%
减持
ABBV
ABBVIE INC
-$860.0K
19,853
-12%
减持
BR
BROADRIDGE FINANCIAL SOLUTIONS,
-$835.6K
9,260
-12%
增持
PRN
Invesco Dorsey Wright Industria
+$826.2K
9,035
+1%
减持
SCHW
SCHWAB CORP
-$822.4K
37,462
-14%
减持
DG
DOLLAR GENERAL CORPORATION
-$818.6K
20,100
-17%
增持
RPG
SHARES S&P 500 PURE GROWTH PORT
-$811.4K
23,902
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD
-$785.4K
21,695
-19%
减持
SPY
SPDR S&P 500
-$720.6K
11,987
-4%
减持
HD
HOME DEPOT INC.
-$685.4K
9,566
-14%
减持
ADBE
ADOBE SYS INC
-$682.8K
2,131
-38%
减持
MRSH
MARSH & MCLENNAN COMPANIES, INC
-$681.2K
12,773
-18%
减持
CMI
CUMMINS INC
-$678.8K
8,093
-18%
增持
JFLX
JP MORGAN FLEXIBLE DEBT ETF
+$670.4K
450,071
+4%
减持
EOG
EOG RESOURCES
+$665.1K
25,741
-12%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY
-$659.9K
2,406
-22%
减持
SYK
STRYKER CORP
-$622.6K
8,593
-12%
减持
IVV
ISHARES CORE S&P 500 ETF
-$601.2K
8,345
-6%
增持
DXUV
DIMENSIONAL US VECTOR EQUITY ET
+$546.9K
262,819
+4%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$540.9K
6,080
-35%
清仓
DLN
WisdomTree US LargeCap Dividend
-$535.4K
0
-100%
清仓
XONE
BondBloxx Bloomberg One YrTrgDu
-$535.4K
0
-100%
清仓
VGIT
VANGUARD INTERMEDIATE TERM GOVE
-$527.6K
0
-100%
清仓
W
WAYFAIR INC
-$527.2K
0
-100%
减持
DHI
D.R. HORTON INCORPORATED
-$498.8K
13,899
-17%
减持
BLK
BLACKROCK INC
-$498.8K
2,552
-8%
减持
CNQ
CANADIAN NATURAL RESOURCES LTD
+$496.7K
69,228
-19%
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$481.0K
30,202
-24%
减持
ROP
ROPER INDUSTRIES INC.
-$473.3K
3,147
-12%
减持
TSLA
TESLA MOTORS INC.
-$472.8K
2,470
-20%
建仓
TPR
TAPESTRY ORD SHS
+$468.5K
3,320
减持
IMCB
iShares Morningstar Mid Core In
-$452.7K
4,929
-53%
减持
ESML
iShares ESG Aware MSCI USA Smal
-$451.6K
14,342
-7%
减持
IDXX
IDEXX LABORATORIES INC
-$448.2K
1,472
-22%
增持
SMH
VANECK VECTORS SEMICONDUCTOR ET
+$444.0K
2,439
+79%
减持
IVW
ISHARES S&P GROWTH INDEX FD
-$443.3K
19,079
-10%
减持
NKE
NIKE, INC
-$440.5K
25,368
-9%
减持
JPST
JP MORGAN ULTRA SHORT INCOME ET
-$437.9K
516,363
-2%
减持
PH
PARKER-HANNIFIN CORP
-$432.9K
3,642
-13%
清仓
FSTA
Fidelity MSCI Consumer Staples
-$431.3K
0
-100%
清仓
MINT
Pimco Enhanced Short Maturity E
-$410.5K
0
-100%
建仓
VDE
VANGUARD ENERGY ETF
+$407.8K
2,357
清仓
VNLA
JANUS HENDERSON SHORT DURATION
-$405.7K
0
-100%
清仓
FDIS
FIDELITY MSCI CONSUMER DISCRET
-$399.0K
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$395.0K
7,444
-25%
减持
SHW
SHERWIN WILLIAMS CO.
-$393.5K
5,802
-17%
清仓
WM
WASTE MANAGEMENT
-$390.9K
0
-100%
建仓
DAR
DARLING INGREDIENTS INC
+$388.7K
6,285
增持
EDIV
SPDR S&P Emerging Markets Divid
-$367.9K
12,894
+1%
减持
SPGI
S&P GLOBAL INC.
-$363.6K
3,637
-1%
建仓
VEU
VANGUARD INTL EQUITY INDEX FD E
+$359.7K
4,790
建仓
AVUS
Avantis U.S. Equity ETF
+$349.4K
3,143
建仓
BMY
BRISTOL-MYERS SQUIBB
+$346.5K
5,713
减持
—
ASML HOLDING NV
-$344.3K
815
-39%
清仓
MDB
MONGODB INC.
-$332.4K
0
-100%
清仓
XLY
SECTOR CNSMR SPDR
-$330.2K
0
-100%
建仓
—
MEDTRONIC CORPORATION
+$327.6K
3,781
增持
IBIT
ISHARES BITCOIN TR SHS
-$325.7K
30,598
+1%
减持
—
EXXON MOBIL CORP
+$324.9K
7,344
-4%
建仓
TGT
TARGET CORP
+$320.1K
2,641
建仓
IBKR
INTERACTIVE BROKERS GROUP INC
+$316.0K
4,711
增持
VPU
VANGUARD UTILITIES ETF
+$310.3K
5,091
+35%
减持
PEP
PEPSI CO
-$309.9K
22,542
-15%
减持
KLAC
KLA CORP.
-$309.2K
4,101
-21%
建仓
XLE
The Energy Select Sector SPDR E
+$305.2K
4,982
减持
URI
UNITED RENTALS INC
-$304.3K
1,102
-19%
建仓
AMP
AMERIPRISE FINANCIAL
+$303.1K
682
增持
JBL
JABIL CIRCUIT INC
+$298.2K
1,963
+101%
建仓
GEV
GE VERNOVA INC
+$295.0K
338
减持
GLD
SPDR GOLD TRGOLD SHS
-$294.0K
2,157
-30%
清仓
ROL
ROLLINS INC
-$294.0K
0
-100%
减持
GOOG
ALPHABET, INC. CLASS C
-$291.3K
6,317
-6%
减持
LITE
LUMENTUM HOLDINGS INC.
-$290.2K
379
-75%
清仓
SAP
SAP AG
-$285.2K
0
-100%
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORP
+$281.9K
3,543
建仓
BNY
BANK OF NEW YORK MELLON
+$281.3K
2,371
增持
VO
VANGUARD MID CAP INDEX ETF
-$275.9K
119,379
+0%
清仓
REET
ISHARES GLOBAL REIT ETF
-$271.3K
0
-100%
清仓
FBND
Fidelity Total Bond ETF
-$270.8K
0
-100%
减持
DOV
DOVER CORPORATION
-$268.4K
11,488
-16%
减持
MGK
Vanguard Mega Cap Growth ETF
-$268.3K
3,637
-6%
清仓
HXL
HEXCEL CORP
-$266.9K
0
-100%
减持
NOW
ServiceNow Inc
-$266.8K
5,136
-2%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$266.6K
2,321
清仓
CVNA
Carvana Co Cl A
-$261.7K
0
-100%
清仓
VIGI
VANGUARD INTL DIV APPREC ETF
-$259.6K
0
-100%
建仓
CVX
CHEVRON CORP
+$258.0K
1,247
减持
APP
AppLovin Corp Cl A
-$257.1K
705
-12%
清仓
TEAM
Atlassian Corp Cl A
-$256.2K
0
-100%
清仓
EFG
I SHARES MSCI EAFE GROWTH
-$255.8K
0
-100%
建仓
MPC
MARATHON PETROLEUM CORP
+$254.4K
1,042
减持
TXN
TEXAS INSTRUMENTS
-$251.2K
13,081
-19%
清仓
CTA
Simplify Managed Futures Strate
-$249.2K
0
-100%
减持
—
Ferrari N.V.
-$247.3K
1,749
-23%
清仓
EXEL
EXELIXIS INC
-$245.4K
0
-100%
减持
VTIP
Vanguard Shrt-Term Infl-Prot Se
-$245.4K
4,704
-52%
增持
INTU
INTUIT INC
-$243.2K
1,089
+1%
清仓
—
Icon PLC ADR
-$242.0K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY SA
-$239.8K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$238.3K
0
-100%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$237.9K
460,453
-2%
建仓
COR
CENCORA INC
+$236.2K
752
清仓
FHLC
Fidelity MSCI Health Care Index
-$235.9K
0
-100%
清仓
MKL
MARKEL CP HLDG CO
-$234.3K
0
-100%
清仓
LYFT
LYFT INC. CLASS A
-$234.3K
0
-100%
减持
COST
COSTCO WHOLESALE CORP
-$232.3K
5,670
-17%
清仓
BCI
ABRDN BLOOMBERG ALL COMMODITY S
-$230.7K
0
-100%
减持
NFLX
NETFLIX INC.
-$229.7K
4,766
-35%
建仓
TMUS
T MOBILE US INC.
+$227.7K
1,084
清仓
VEEV
VEEVA SYSTEMS INC CLASS A
-$226.4K
0
-100%
清仓
—
UBS AG
-$225.9K
0
-100%
减持
TSCO
TRACTOR SUPPLY
-$224.6K
24,601
-8%
清仓
EPAM
Epam Sys Inc
-$224.3K
0
-100%
建仓
—
ASTRAZENECA PLC
+$223.4K
1,133
清仓
AKRE
PROFESSIONALLY MANAGED PORTF AK
-$221.0K
0
-100%
建仓
—
Weatherford International PLC
+$217.9K
2,304
清仓
GEM
Goldman Sachs ActiveBeta EMkts
-$216.7K
0
-100%
清仓
COO
THE COOPER COMPANIES INC
-$215.6K
0
-100%
建仓
VCSH
VANGUARD SHORT-TERM CORP BD IDX
+$215.1K
2,713
