13F 机构持仓

American Investment Services, Inc.

GREAT BARRINGTON MA · SEC CIK 0001369913

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.73亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GLDM 8.2%
VUG 8.2%
DFUV 5.5%
VYMI 4.3%
DIMENSIONAL ET 3.2%
DFIC 3.2%
DFUS 3.1%
VTV 2.8%
DFGR 2.4%
DFEM 2.3%

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
SPSM SPDR SERIES TRUST $48.29万0.10%8,374 -5,745-40.7% -$33.13万 减仓
O REALTY INCOME CORP $46.63万0.10%7,526 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $45.73万0.10%3,130 00.0% — 不变
CL COLGATE PALMOLIVE CO $44.01万0.09%4,800 00.0% — 不变
ICF ISHARES TR $43.17万0.09%6,384 00.0% — 不变
VCEB VANGUARD WORLD FD $42.16万0.09%6,718 00.0% — 不变
IRM IRON MTN INC DEL $41.73万0.09%3,304 00.0% — 不变
EFA ISHARES TR $37.97万0.08%3,655 -49-1.3% -$5,090 减仓
AMZN AMAZON COM INC $37.90万0.08%1,590 00.0% — 不变
IVE ISHARES TR $37.83万0.08%1,666 00.0% — 不变
DFEV DIMENSIONAL ETF TRUST $35.37万0.07%8,289 -87-1.0% -$3,712 减仓
XLK SELECT SECTOR SPDR TR $35.21万0.07%1,848 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $34.54万0.07%7,132 1121.6% $5,424 加仓
VIG VANGUARD SPECIALIZED FUNDS $33.77万0.07%1,427 00.0% — 不变
DFCF DIMENSIONAL ETF TRUST $33.46万0.07%7,928 3364.4% $1.42万 加仓
EXR EXTRA SPACE STORAGE INC $32.68万0.07%2,249 00.0% — 不变
MSFT MICROSOFT CORP $32.68万0.07%876 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $32.11万0.07%2,423 00.0% — 不变
VXUS VANGUARD STAR FDS $29.72万0.06%3,476 -9-0.3% -$769 减仓
VICI VICI PPTYS INC $29.45万0.06%11,092 00.0% — 不变
FLEX FLEX LTD $28.62万0.06%1,766 1,766— $28.62万 新建仓
— AVALONBAY CMNTYS INC $27.95万0.06%1,481 00.0% — 不变
CCI CROWN CASTLE INC $27.37万0.06%3,614 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $27.11万0.06%3,430 83031.9% $6.56万 加仓
GEV GE VERNOVA INC $26.90万0.06%229 229— $26.90万 新建仓
VT VANGUARD INTL EQUITY INDEX F $26.79万0.06%1,707 100.6% $1,569 加仓
BNDW VANGUARD SCOTTSDALE FDS $25.40万0.05%3,707 00.0% — 不变
VMRK EQUITY RESIDENTIAL $24.90万0.05%3,665 00.0% — 不变
VTC VANGUARD SCOTTSDALE FDS $23.12万0.05%3,011 40.1% $307 加仓
TEL TE CONNECTIVITY PLC $22.66万0.05%1,124 00.0% — 不变
MDT MEDTRONIC PLC $22.44万0.05%2,868 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP $20.22万0.04%1,146 00.0% — 重新持有
ESS ESSEX PPTY TR INC $20.18万0.04%692 692— $20.18万 新建仓
DOW DOW HLDGS INC $00.00%0 -13,290-100.0% -$55.35万 清仓
— HONEYWELL INTL INC $00.00%0 -1,200-100.0% -$27.12万 清仓
IWC ISHARES TR $00.00%0 -1,492-100.0% -$23.81万 清仓