American Investment Services, Inc.
GREAT BARRINGTON MA · SEC CIK 0001369913
$4.73亿2026Q2 申报市值
133持仓数
43.2%前十大占比 · 第一大 8.2%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GLDM 加仓+$176.88万
NKE 加仓+$156.94万
VSDM 加仓+$93.83万
DFGR 加仓+$80.96万
MRK 加仓+$73.55万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$209.33万
JNJ 减仓-$204.49万
SHV 减仓-$129.54万
VYMI 减仓-$102.59万
VB 减仓-$97.15万
2026Q2 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 | $320.58万 | 0.68% | 38,787 | 267 | 0.7% | $2.21万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $354.02万 | 0.75% | 58,237 | -410 | -0.7% | -$2.49万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $357.71万 | 0.76% | 14,085 | -8,052 | -36.4% | -$204.49万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $363.73万 | 0.77% | 72,183 | -1,640 | -2.2% | -$8.26万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $392.59万 | 0.83% | 65,771 | -4,355 | -6.2% | -$26.00万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $415.74万 | 0.88% | 82,194 | 521 | 0.6% | $2.64万 | 加仓 |
| SHV | ISHARES TR | $434.07万 | 0.92% | 39,336 | -11,739 | -23.0% | -$129.54万 | 减仓 |
| AMGN | AMGEN INC | $442.64万 | 0.94% | 12,224 | -1,768 | -12.6% | -$64.02万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $446.56万 | 0.94% | 184,987 | 4,082 | 2.3% | $9.85万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $476.30万 | 1.01% | 98,541 | 523 | 0.5% | $2.53万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $540.70万 | 1.14% | 136,747 | 6,695 | 5.1% | $26.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $597.12万 | 1.26% | 8,694 | 85 | 1.0% | $5.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $604.55万 | 1.28% | 155,852 | 896 | 0.6% | $3.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $671.80万 | 1.42% | 22,163 | -3,205 | -12.6% | -$97.15万 | 减仓 |
| IAU | ISHARES GOLD TR | $675.17万 | 1.43% | 89,415 | -1,761 | -1.9% | -$13.30万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $690.25万 | 1.46% | 71,580 | 231 | 0.3% | $2.23万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $738.07万 | 1.56% | 30,374 | -420 | -1.4% | -$10.21万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $870.49万 | 1.84% | 205,596 | 15,599 | 8.2% | $66.05万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $882.51万 | 1.86% | 123,861 | -2,159 | -1.7% | -$15.38万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $910.03万 | 1.92% | 247,021 | 14,654 | 6.3% | $53.99万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $910.72万 | 1.92% | 110,004 | -3,538 | -3.1% | -$29.29万 | 减仓 |
| MRK | MERCK & CO INC | $927.79万 | 1.96% | 72,201 | 5,724 | 8.6% | $73.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $940.04万 | 1.99% | 56,711 | -438 | -0.8% | -$7.26万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $986.30万 | 2.08% | 128,709 | 12,245 | 10.5% | $93.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $995.66万 | 2.10% | 142,440 | -214 | -0.2% | -$1.50万 | 减仓 |
| VPU | VANGUARD WORLD FD | $1,079.40万 | 2.28% | 55,147 | 1,888 | 3.5% | $36.95万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,095.10万 | 2.31% | 269,464 | -100 | -0.0% | -$4,064 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,119.86万 | 2.37% | 386,559 | 27,946 | 7.8% | $80.96万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,307.58万 | 2.76% | 60,000 | -90 | -0.1% | -$1.96万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,490.39万 | 3.15% | 181,888 | 8,473 | 4.9% | $69.43万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,504.52万 | 3.18% | 403,790 | 6,209 | 1.6% | $23.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,512.59万 | 3.20% | 183,701 | 4,407 | 2.5% | $36.29万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,031.73万 | 4.29% | 206,897 | -10,447 | -4.8% | -$102.59万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,611.22万 | 5.52% | 474,682 | -5,654 | -1.2% | -$31.10万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,890.29万 | 8.22% | 451,625 | -24,301 | -5.1% | -$209.33万 | 减仓 |
| GLDM | WORLD GOLD TR | $3,904.49万 | 8.25% | 491,625 | 22,271 | 4.7% | $176.88万 | 加仓 |