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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $3,904.49万 | 8.25% | 491,625 | 22,271 | 4.7% | $176.88万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,890.29万 | 8.22% | 451,625 | -24,301 | -5.1% | -$209.33万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,611.22万 | 5.52% | 474,682 | -5,654 | -1.2% | -$31.10万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,031.73万 | 4.29% | 206,897 | -10,447 | -4.8% | -$102.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,512.59万 | 3.20% | 183,701 | 4,407 | 2.5% | $36.29万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,504.52万 | 3.18% | 403,790 | 6,209 | 1.6% | $23.13万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,490.39万 | 3.15% | 181,888 | 8,473 | 4.9% | $69.43万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,307.58万 | 2.76% | 60,000 | -90 | -0.1% | -$1.96万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,119.86万 | 2.37% | 386,559 | 27,946 | 7.8% | $80.96万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,095.10万 | 2.31% | 269,464 | -100 | -0.0% | -$4,064 | 减仓 |
| VPU | VANGUARD WORLD FD | $1,079.40万 | 2.28% | 55,147 | 1,888 | 3.5% | $36.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $995.66万 | 2.10% | 142,440 | -214 | -0.2% | -$1.50万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $986.30万 | 2.08% | 128,709 | 12,245 | 10.5% | $93.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $940.04万 | 1.99% | 56,711 | -438 | -0.8% | -$7.26万 | 减仓 |
| MRK | MERCK & CO INC | $927.79万 | 1.96% | 72,201 | 5,724 | 8.6% | $73.55万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $910.72万 | 1.92% | 110,004 | -3,538 | -3.1% | -$29.29万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $910.03万 | 1.92% | 247,021 | 14,654 | 6.3% | $53.99万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $882.51万 | 1.86% | 123,861 | -2,159 | -1.7% | -$15.38万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $870.49万 | 1.84% | 205,596 | 15,599 | 8.2% | $66.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $738.07万 | 1.56% | 30,374 | -420 | -1.4% | -$10.21万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $690.25万 | 1.46% | 71,580 | 231 | 0.3% | $2.23万 | 加仓 |
| IAU | ISHARES GOLD TR | $675.17万 | 1.43% | 89,415 | -1,761 | -1.9% | -$13.30万 | 减仓 |
| VB | VANGUARD INDEX FDS | $671.80万 | 1.42% | 22,163 | -3,205 | -12.6% | -$97.15万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $604.55万 | 1.28% | 155,852 | 896 | 0.6% | $3.48万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $597.12万 | 1.26% | 8,694 | 85 | 1.0% | $5.84万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $540.70万 | 1.14% | 136,747 | 6,695 | 5.1% | $26.47万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $476.30万 | 1.01% | 98,541 | 523 | 0.5% | $2.53万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $446.56万 | 0.94% | 184,987 | 4,082 | 2.3% | $9.85万 | 加仓 |
| AMGN | AMGEN INC | $442.64万 | 0.94% | 12,224 | -1,768 | -12.6% | -$64.02万 | 减仓 |
| SHV | ISHARES TR | $434.07万 | 0.92% | 39,336 | -11,739 | -23.0% | -$129.54万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $415.74万 | 0.88% | 82,194 | 521 | 0.6% | $2.64万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $392.59万 | 0.83% | 65,771 | -4,355 | -6.2% | -$26.00万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $363.73万 | 0.77% | 72,183 | -1,640 | -2.2% | -$8.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $357.71万 | 0.76% | 14,085 | -8,052 | -36.4% | -$204.49万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $354.02万 | 0.75% | 58,237 | -410 | -0.7% | -$2.49万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $320.58万 | 0.68% | 38,787 | 267 | 0.7% | $2.21万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $297.96万 | 0.63% | 102,887 | 2 | 0.0% | $58 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $284.07万 | 0.60% | 5,677 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $281.22万 | 0.59% | 32,000 | -300 | -0.9% | -$2.64万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $272.52万 | 0.58% | 75,428 | -915 | -1.2% | -$3.31万 | 减仓 |
| SHY | ISHARES TR | $271.65万 | 0.57% | 33,084 | -741 | -2.2% | -$6.08万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $267.77万 | 0.57% | 46,009 | -4,201 | -8.4% | -$24.45万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $259.14万 | 0.55% | 33,262 | 974 | 3.0% | $7.59万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $254.93万 | 0.54% | 61,801 | -9,670 | -13.5% | -$39.89万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $250.52万 | 0.53% | 85,125 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $244.69万 | 0.52% | 6,612 | -221 | -3.2% | -$8.18万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $228.73万 | 0.48% | 47,901 | 9,034 | 23.2% | $43.14万 | 加仓 |
| IVW | ISHARES TR | $221.04万 | 0.47% | 16,072 | -340 | -2.1% | -$4.68万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $208.89万 | 0.44% | 40,412 | -37 | -0.1% | -$1,913 | 减仓 |
| VV | VANGUARD INDEX FDS | $204.80万 | 0.43% | 5,955 | 43 | 0.7% | $1.48万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $203.22万 | 0.43% | 37,315 | 1,221 | 3.4% | $6.65万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $202.60万 | 0.43% | 9,522 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $197.00万 | 0.42% | 47,990 | 38,232 | 391.8% | $156.94万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $192.42万 | 0.41% | 35,620 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $191.43万 | 0.40% | 19,340 | -3,454 | -15.2% | -$34.19万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $174.40万 | 0.37% | 4,196 | 394 | 10.4% | $16.38万 | 加仓 |
| LLY | ELI LILLY & CO | $169.00万 | 0.36% | 1,409 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $168.73万 | 0.36% | 12,345 | -71 | -0.6% | -$9,704 | 减仓 |
| IWF | ISHARES TR | $168.34万 | 0.36% | 13,557 | -187 | -1.4% | -$2.32万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $166.20万 | 0.35% | 41,334 | -1,471 | -3.4% | -$5.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $151.72万 | 0.32% | 36,357 | -274 | -0.7% | -$1.14万 | 减仓 |
| HD | HOME DEPOT INC | $147.28万 | 0.31% | 4,176 | 2,036 | 95.1% | $71.81万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $147.15万 | 0.31% | 13,486 | -95 | -0.7% | -$1.04万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $143.62万 | 0.30% | 4,240 | -41 | -1.0% | -$1.39万 | 减仓 |
| TIP | ISHARES TR | $136.29万 | 0.29% | 12,455 | -2,524 | -16.9% | -$27.62万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $124.73万 | 0.26% | 16,991 | -852 | -4.8% | -$6.25万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $111.01万 | 0.23% | 40,075 | -11,876 | -22.9% | -$32.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $106.90万 | 0.23% | 7,290 | 3,768 | 107.0% | $55.25万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $106.81万 | 0.23% | 29,458 | -28 | -0.1% | -$1,015 | 减仓 |
| IWD | ISHARES TR | $98.81万 | 0.21% | 4,076 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $98.48万 | 0.21% | 19,020 | -589 | -3.0% | -$3.05万 | 减仓 |
| EQIX | EQUINIX INC | $96.84万 | 0.20% | 929 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $95.78万 | 0.20% | 7,070 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $94.27万 | 0.20% | 18,768 | 3,342 | 21.7% | $16.79万 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $90.94万 | 0.19% | 11,913 | 1,079 | 10.0% | $8.24万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $87.04万 | 0.18% | 10,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $81.18万 | 0.17% | 6,792 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $79.15万 | 0.17% | 5,337 | -100 | -1.8% | -$1.48万 | 减仓 |
| — | EXXON MOBIL CORP | $77.26万 | 0.16% | 5,651 | 1,112 | 24.5% | $15.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $75.35万 | 0.16% | 2,302 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $74.64万 | 0.16% | 997 | -28 | -2.7% | -$2.10万 | 减仓 |
| IWM | ISHARES TR | $74.42万 | 0.16% | 2,477 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $67.38万 | 0.14% | 1,803 | 0 | 0.0% | — | 不变 |
| DFVX | DIMENSIONAL ETF TRUST | $67.27万 | 0.14% | 8,180 | -1,030 | -11.2% | -$8.47万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $66.58万 | 0.14% | 7,586 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $65.99万 | 0.14% | 1,136 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $65.28万 | 0.14% | 9,542 | -1,252 | -11.6% | -$8.56万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $62.63万 | 0.13% | 23,943 | 241 | 1.0% | $6,305 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $59.40万 | 0.13% | 2,656 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.62万 | 0.12% | 785 | -38 | -4.6% | -$2.84万 | 减仓 |
| AAPL | APPLE INC | $58.15万 | 0.12% | 2,010 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $57.60万 | 0.12% | 7,088 | -55 | -0.8% | -$4,470 | 减仓 |
| CI | THE CIGNA GROUP | $56.05万 | 0.12% | 2,033 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $54.52万 | 0.12% | 15,663 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.47万 | 0.12% | 1,937 | -2,242 | -53.6% | -$63.05万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $54.41万 | 0.11% | 3,030 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $53.50万 | 0.11% | 3,951 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $53.13万 | 0.11% | 3,248 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $51.76万 | 0.11% | 1,626 | 0 | 0.0% | — | 不变 |