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 |
|---|---|---|---|---|---|---|---|---|
| O | REALTY INCOME CORP | $46.04万 | 0.10% | 7,526 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $44.05万 | 0.10% | 1,626 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $42.21万 | 0.09% | 6,718 | 140 | 2.1% | $8,796 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $40.99万 | 0.09% | 3,130 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $40.91万 | 0.09% | 4,800 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $39.51万 | 0.09% | 6,384 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $35.98万 | 0.08% | 3,704 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $35.18万 | 0.08% | 1,666 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $33.75万 | 0.08% | 3,304 | 201 | 6.5% | $2.05万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $33.73万 | 0.08% | 7,020 | -659 | -8.6% | -$3.17万 | 减仓 |
| AMZN | AMAZON COM INC | $33.12万 | 0.07% | 1,590 | 1,590 | — | $33.12万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $32.77万 | 0.07% | 2,423 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $32.43万 | 0.07% | 876 | 26 | 3.1% | $9,624 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $32.05万 | 0.07% | 7,592 | -16,867 | -69.0% | -$71.21万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.69万 | 0.07% | 1,427 | 42 | 3.0% | $9,033 | 加仓 |
| VICI | VICI PPTYS INC | $30.30万 | 0.07% | 11,092 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $29.97万 | 0.07% | 8,376 | -586 | -6.5% | -$2.10万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $29.49万 | 0.07% | 2,249 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $29.39万 | 0.07% | 3,614 | -358 | -9.0% | -$2.91万 | 减仓 |
| — | HONEYWELL INTL INC | $27.12万 | 0.06% | 1,200 | 1,200 | — | $27.12万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $26.87万 | 0.06% | 3,485 | 194 | 5.9% | $1.50万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $25.34万 | 0.06% | 3,707 | -790 | -17.6% | -$5.40万 | 减仓 |
| MDT | MEDTRONIC PLC | $24.85万 | 0.06% | 2,868 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $24.56万 | 0.05% | 1,848 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $24.19万 | 0.05% | 1,481 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $23.81万 | 0.05% | 1,492 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $23.49万 | 0.05% | 1,124 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.48万 | 0.05% | 1,697 | -151 | -8.2% | -$2.09万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $23.11万 | 0.05% | 1,136 | 118 | 11.6% | $2.40万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $23.10万 | 0.05% | 3,007 | 3 | 0.1% | $230 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $21.68万 | 0.05% | 3,665 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $20.61万 | 0.05% | 2,600 | 2,600 | — | $20.61万 | 新建仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -9,567 | -100.0% | -$73.69万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -1,043 | -100.0% | -$59.75万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,082 | -100.0% | -$20.12万 | 清仓 |