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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $4,350.44万 | 9.70% | 469,354 | -43,640 | -8.5% | -$404.50万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,464.67万 | 7.73% | 79,321 | 116 | 0.1% | $5.07万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,327.71万 | 5.19% | 480,336 | -5,455 | -1.1% | -$26.43万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,048.25万 | 4.57% | 217,344 | -7,311 | -3.3% | -$68.90万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,412.61万 | 3.15% | 397,581 | 10,264 | 2.7% | $36.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,275.32万 | 2.84% | 179,294 | -2,696 | -1.5% | -$19.18万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,229.69万 | 2.74% | 173,415 | 11,560 | 7.1% | $81.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,182.42万 | 2.64% | 57,149 | -405 | -0.7% | -$8.38万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,178.96万 | 2.63% | 60,090 | 450 | 0.8% | $8.83万 | 加仓 |
| VPU | VANGUARD WORLD FD | $1,055.28万 | 2.35% | 53,259 | -650 | -1.2% | -$12.88万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $953.79万 | 2.13% | 189,997 | -13,994 | -6.9% | -$70.25万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $953.19万 | 2.13% | 358,613 | 23,979 | 7.2% | $63.74万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $931.34万 | 2.08% | 269,564 | 4,179 | 1.6% | $14.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $890.88万 | 1.99% | 142,654 | -2,813 | -1.9% | -$17.57万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $888.50万 | 1.98% | 116,464 | 112,315 | 2,707.0% | $856.85万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $837.71万 | 1.87% | 113,542 | 1,115 | 1.0% | $8.23万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $807.53万 | 1.80% | 126,020 | -4,071 | -3.1% | -$26.09万 | 减仓 |
| IAU | ISHARES GOLD TR | $803.81万 | 1.79% | 91,176 | -11,074 | -10.8% | -$97.63万 | 减仓 |
| MRK | MERCK & CO INC | $799.65万 | 1.78% | 66,477 | 10,674 | 19.1% | $128.40万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $789.35万 | 1.76% | 232,367 | -5,003 | -2.1% | -$17.00万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $669.01万 | 1.49% | 30,794 | 152 | 0.5% | $3.30万 | 加仓 |
| VB | VANGUARD INDEX FDS | $664.45万 | 1.48% | 25,368 | 411 | 1.6% | $10.77万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $632.87万 | 1.41% | 71,349 | 675 | 1.0% | $5.99万 | 加仓 |
| SHV | ISHARES TR | $563.82万 | 1.26% | 51,075 | 966 | 1.9% | $10.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $542.96万 | 1.21% | 154,956 | 3,633 | 2.4% | $12.73万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $541.11万 | 1.21% | 22,137 | -1,195 | -5.1% | -$29.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $514.43万 | 1.15% | 8,609 | 366 | 4.4% | $21.87万 | 加仓 |
| AMGN | AMGEN INC | $492.32万 | 1.10% | 13,992 | 1,628 | 13.2% | $57.28万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $469.80万 | 1.05% | 98,018 | 19,119 | 24.2% | $91.64万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $464.42万 | 1.04% | 130,052 | 18,752 | 16.8% | $66.96万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $439.06万 | 0.98% | 180,905 | 17,846 | 10.9% | $43.31万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $407.47万 | 0.91% | 81,673 | -1,068 | -1.3% | -$5.33万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $379.03万 | 0.85% | 70,126 | -206 | -0.3% | -$1.11万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $337.00万 | 0.75% | 73,823 | -2,349 | -3.1% | -$10.72万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $331.82万 | 0.74% | 58,647 | -606 | -1.0% | -$3.43万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $318.75万 | 0.71% | 38,520 | 82 | 0.2% | $6,785 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $293.93万 | 0.66% | 50,210 | 1,038 | 2.1% | $6.08万 | 加仓 |
| SHY | ISHARES TR | $279.30万 | 0.62% | 33,825 | -1,391 | -3.9% | -$11.49万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $278.45万 | 0.62% | 71,471 | 1,570 | 2.2% | $6.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $272.04万 | 0.61% | 5,677 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $258.24万 | 0.58% | 102,885 | -11,726 | -10.2% | -$29.43万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $253.17万 | 0.56% | 32,288 | 3,393 | 11.7% | $26.60万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $247.22万 | 0.55% | 32,300 | -775 | -2.3% | -$5.93万 | 减仓 |
| AGG | ISHARES TR | $226.28万 | 0.50% | 22,794 | 2,388 | 11.7% | $23.71万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $222.01万 | 0.50% | 76,343 | -2,085 | -2.7% | -$6.06万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $219.22万 | 0.49% | 6,833 | -18 | -0.3% | -$5,775 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $218.26万 | 0.49% | 85,125 | -453 | -0.5% | -$1.16万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $194.87万 | 0.43% | 36,094 | 1,828 | 5.3% | $9.87万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $188.00万 | 0.42% | 35,620 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $186.10万 | 0.42% | 38,867 | 2,930 | 8.2% | $14.03万 | 加仓 |
| IVW | ISHARES TR | $185.64万 | 0.41% | 16,412 | -405 | -2.4% | -$4.58万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $182.75万 | 0.41% | 9,522 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $182.51万 | 0.41% | 40,449 | 1,640 | 4.2% | $7.40万 | 加仓 |
| VV | VANGUARD INDEX FDS | $176.68万 | 0.39% | 5,912 | 88 | 1.5% | $2.63万 | 加仓 |
| TIP | ISHARES TR | $165.31万 | 0.37% | 14,979 | 315 | 2.1% | $3.48万 | 加仓 |
| IJS | ISHARES TR | $147.07万 | 0.33% | 12,416 | -344 | -2.7% | -$4.07万 | 减仓 |
| IWF | ISHARES TR | $146.51万 | 0.33% | 3,436 | -137 | -3.8% | -$5.84万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $144.94万 | 0.32% | 42,805 | 1,050 | 2.5% | $3.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $134.66万 | 0.30% | 36,631 | -966 | -2.6% | -$3.55万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $131.40万 | 0.29% | 17,843 | 2,502 | 16.3% | $18.42万 | 加仓 |
| LLY | ELI LILLY & CO | $129.60万 | 0.29% | 1,409 | 14 | 1.0% | $1.29万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $128.58万 | 0.29% | 51,951 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $128.45万 | 0.29% | 13,581 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $126.34万 | 0.28% | 4,281 | -144 | -3.3% | -$4.25万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $102.88万 | 0.23% | 3,802 | 3,802 | — | $102.88万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.30万 | 0.23% | 4,179 | -5,443 | -56.6% | -$131.94万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $97.16万 | 0.22% | 29,486 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $93.45万 | 0.21% | 7,070 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $91.98万 | 0.21% | 19,609 | -74 | -0.4% | -$3,471 | 减仓 |
| EQIX | EQUINIX INC | $91.06万 | 0.20% | 929 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $87.09万 | 0.19% | 4,076 | 0 | 0.0% | — | 不变 |
| VSDB | VANGUARD MALVERN FDS | $82.61万 | 0.18% | 10,834 | -3,402 | -23.9% | -$25.94万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $77.05万 | 0.17% | 15,426 | 3,649 | 31.0% | $18.23万 | 加仓 |
| — | EXXON MOBIL CORP | $77.01万 | 0.17% | 4,539 | -1,307 | -22.4% | -$22.17万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $70.46万 | 0.16% | 7,586 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $70.38万 | 0.16% | 2,140 | 0 | 0.0% | — | 不变 |
| DFVX | DIMENSIONAL ETF TRUST | $68.43万 | 0.15% | 9,210 | -2,466 | -21.1% | -$18.32万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $68.22万 | 0.15% | 14,119 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $67.72万 | 0.15% | 2,302 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $67.59万 | 0.15% | 5,437 | -161 | -2.9% | -$2.00万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $67.07万 | 0.15% | 10,000 | 10,000 | — | $67.07万 | 新建仓 |
| IVV | ISHARES TR | $66.94万 | 0.15% | 1,025 | -6 | -0.6% | -$3,918 | 减仓 |
| IWM | ISHARES TR | $61.43万 | 0.14% | 2,477 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $61.36万 | 0.14% | 3,951 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $61.30万 | 0.14% | 10,794 | -225 | -2.0% | -$1.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $59.24万 | 0.13% | 849 | 18 | 2.2% | $1.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $56.06万 | 0.13% | 23,702 | 10 | 0.0% | $237 | 加仓 |
| AMT | AMERICAN TOWER CORP | $56.05万 | 0.13% | 3,248 | -351 | -9.8% | -$6.06万 | 减仓 |
| DOW | DOW HLDGS INC | $55.35万 | 0.12% | 13,290 | -25,078 | -65.4% | -$104.45万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $54.60万 | 0.12% | 3,030 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $54.32万 | 0.12% | 7,143 | -15 | -0.2% | -$1,141 | 减仓 |
| CI | THE CIGNA GROUP | $54.23万 | 0.12% | 2,033 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $53.55万 | 0.12% | 823 | -44 | -5.1% | -$2.86万 | 减仓 |
| NKE | NIKE INC | $51.54万 | 0.11% | 9,758 | 9,758 | — | $51.54万 | 新建仓 |
| GE | GE AEROSPACE | $51.16万 | 0.11% | 1,803 | 58 | 3.3% | $1.65万 | 加仓 |
| AAPL | APPLE INC | $51.00万 | 0.11% | 2,010 | -18 | -0.9% | -$4,567 | 减仓 |
| PG | PROCTER & GAMBLE CO | $50.87万 | 0.11% | 3,522 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $49.54万 | 0.11% | 2,656 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $47.77万 | 0.11% | 15,663 | 0 | 0.0% | — | 不变 |