American Investment Services, Inc.
GREAT BARRINGTON MA · SEC CIK 0001369913
$4.48亿2026Q1 申报市值
132持仓数
43.6%前十大占比 · 第一大 9.7%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VSDM 加仓+$856.85万
MRK 加仓+$128.40万
UNH 新建仓+$102.88万
DFNM 加仓+$91.64万
DFUS 加仓+$81.97万
2026Q1 卖出最多 按季末市值估算
GLDM 减仓-$404.50万
IBM 减仓-$131.94万
DOW 减仓-$104.45万
IAU 减仓-$97.63万
CSCO 清仓-$73.69万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $318.75万 | 0.71% | 38,520 | 82 | 0.2% | $6,785 | 加仓 |
| SPYV | SPDR SERIES TRUST | $331.82万 | 0.74% | 58,647 | -606 | -1.0% | -$3.43万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $337.00万 | 0.75% | 73,823 | -2,349 | -3.1% | -$10.72万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $379.03万 | 0.85% | 70,126 | -206 | -0.3% | -$1.11万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $407.47万 | 0.91% | 81,673 | -1,068 | -1.3% | -$5.33万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $439.06万 | 0.98% | 180,905 | 17,846 | 10.9% | $43.31万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $464.42万 | 1.04% | 130,052 | 18,752 | 16.8% | $66.96万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $469.80万 | 1.05% | 98,018 | 19,119 | 24.2% | $91.64万 | 加仓 |
| AMGN | AMGEN INC | $492.32万 | 1.10% | 13,992 | 1,628 | 13.2% | $57.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $514.43万 | 1.15% | 8,609 | 366 | 4.4% | $21.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $541.11万 | 1.21% | 22,137 | -1,195 | -5.1% | -$29.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $542.96万 | 1.21% | 154,956 | 3,633 | 2.4% | $12.73万 | 加仓 |
| SHV | ISHARES TR | $563.82万 | 1.26% | 51,075 | 966 | 1.9% | $10.66万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $632.87万 | 1.41% | 71,349 | 675 | 1.0% | $5.99万 | 加仓 |
| VB | VANGUARD INDEX FDS | $664.45万 | 1.48% | 25,368 | 411 | 1.6% | $10.77万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $669.01万 | 1.49% | 30,794 | 152 | 0.5% | $3.30万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $789.35万 | 1.76% | 232,367 | -5,003 | -2.1% | -$17.00万 | 减仓 |
| MRK | MERCK & CO INC | $799.65万 | 1.78% | 66,477 | 10,674 | 19.1% | $128.40万 | 加仓 |
| IAU | ISHARES GOLD TR | $803.81万 | 1.79% | 91,176 | -11,074 | -10.8% | -$97.63万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $807.53万 | 1.80% | 126,020 | -4,071 | -3.1% | -$26.09万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $837.71万 | 1.87% | 113,542 | 1,115 | 1.0% | $8.23万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $888.50万 | 1.98% | 116,464 | 112,315 | 2,707.0% | $856.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $890.88万 | 1.99% | 142,654 | -2,813 | -1.9% | -$17.57万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $931.34万 | 2.08% | 269,564 | 4,179 | 1.6% | $14.44万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $953.19万 | 2.13% | 358,613 | 23,979 | 7.2% | $63.74万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $953.79万 | 2.13% | 189,997 | -13,994 | -6.9% | -$70.25万 | 减仓 |
| VPU | VANGUARD WORLD FD | $1,055.28万 | 2.35% | 53,259 | -650 | -1.2% | -$12.88万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,178.96万 | 2.63% | 60,090 | 450 | 0.8% | $8.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,182.42万 | 2.64% | 57,149 | -405 | -0.7% | -$8.38万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,229.69万 | 2.74% | 173,415 | 11,560 | 7.1% | $81.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,275.32万 | 2.84% | 179,294 | -2,696 | -1.5% | -$19.18万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,412.61万 | 3.15% | 397,581 | 10,264 | 2.7% | $36.47万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,048.25万 | 4.57% | 217,344 | -7,311 | -3.3% | -$68.90万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,327.71万 | 5.19% | 480,336 | -5,455 | -1.1% | -$26.43万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,464.67万 | 7.73% | 79,321 | 116 | 0.1% | $5.07万 | 加仓 |
| GLDM | WORLD GOLD TR | $4,350.44万 | 9.70% | 469,354 | -43,640 | -8.5% | -$404.50万 | 减仓 |