American Trust
LEXINGTON KY · SEC CIK 0001905128
$11.32亿2026Q1 申报市值
313持仓数
57.2%前十大占比 · 第一大 15.3%
30 / 36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
VUG 加仓+$1,311.77万
BIV 加仓+$715.47万
DFIC 加仓+$312.68万
JGRO 加仓+$245.79万
DGRO 加仓+$230.07万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$305.27万
AAPL 减仓-$303.56万
MSFT 减仓-$236.43万
PAYX 清仓-$228.62万
NVDA 减仓-$200.40万
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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -20,380 | -100.0% | -$228.62万 | 清仓 |
| AHR | American Healthcare REIT Inc Or | $0 | 0.00% | 0 | -27,519 | -100.0% | -$129.50万 | 清仓 |
| VGIT | VANGUARD INTERMEDIATE TERM GOVE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -5,250 | -100.0% | -$52.72万 | 清仓 |
| FSTA | Fidelity MSCI Consumer Staples | $0 | 0.00% | 0 | -8,768 | -100.0% | -$43.13万 | 清仓 |
| MINT | Pimco Enhanced Short Maturity E | $0 | 0.00% | 0 | -2,908 | -100.0% | -$41.05万 | 清仓 |
| VNLA | JANUS HENDERSON SHORT DURATION | $0 | 0.00% | 0 | -8,255 | -100.0% | -$40.57万 | 清仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRET | $0 | 0.00% | 0 | -3,906 | -100.0% | -$39.90万 | 清仓 |
| WM | WASTE MANAGEMENT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDB | MONGODB INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SECTOR CNSMR SPDR | $0 | 0.00% | 0 | -2,765 | -100.0% | -$33.02万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -4,898 | -100.0% | -$29.40万 | 清仓 |
| SAP | SAP AG | $0 | 0.00% | 0 | -1,174 | -100.0% | -$28.52万 | 清仓 |
| REET | ISHARES GLOBAL REIT ETF | $0 | 0.00% | 0 | -2,474 | -100.0% | -$27.13万 | 清仓 |
| FBND | Fidelity Total Bond ETF | $0 | 0.00% | 0 | -5,882 | -100.0% | -$27.08万 | 清仓 |
| HXL | HEXCEL CORP | $0 | 0.00% | 0 | -3,612 | -100.0% | -$26.69万 | 清仓 |
| CVNA | Carvana Co Cl A | $0 | 0.00% | 0 | -620 | -100.0% | -$26.17万 | 清仓 |
| VIGI | VANGUARD INTL DIV APPREC ETF | $0 | 0.00% | 0 | -2,839 | -100.0% | -$25.96万 | 清仓 |
| TEAM | Atlassian Corp Cl A | $0 | 0.00% | 0 | -1,580 | -100.0% | -$25.62万 | 清仓 |
| EFG | I SHARES MSCI EAFE GROWTH | $0 | 0.00% | 0 | -2,245 | -100.0% | -$25.58万 | 清仓 |
| CTA | Simplify Managed Futures Strate | $0 | 0.00% | 0 | -4,141 | -100.0% | -$24.92万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -5,600 | -100.0% | -$24.54万 | 清仓 |
| ICLR | Icon PLC ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY SA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,226 | -100.0% | -$23.83万 | 清仓 |
| FHLC | Fidelity MSCI Health Care Index | $0 | 0.00% | 0 | -3,176 | -100.0% | -$23.59万 | 清仓 |
| MKL | MARKEL CP HLDG CO | $0 | 0.00% | 0 | -109 | -100.0% | -$23.43万 | 清仓 |
| LYFT | LYFT INC. CLASS A | $0 | 0.00% | 0 | -12,094 | -100.0% | -$23.43万 | 清仓 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY S | $0 | 0.00% | 0 | -5,112 | -100.0% | -$23.07万 | 清仓 |
| VEEV | VEEVA SYSTEMS INC CLASS A | $0 | 0.00% | 0 | -1,014 | -100.0% | -$22.64万 | 清仓 |
| UBS | UBS AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPAM | Epam Sys Inc | $0 | 0.00% | 0 | -1,095 | -100.0% | -$22.43万 | 清仓 |
| AKRE | PROFESSIONALLY MANAGED PORTF AK | $0 | 0.00% | 0 | -3,373 | -100.0% | -$22.10万 | 清仓 |
| GEM | Goldman Sachs ActiveBeta EMkts | $0 | 0.00% | 0 | -2,069 | -100.0% | -$21.67万 | 清仓 |
| COO | THE COOPER COMPANIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC ADR | $0 | 0.00% | 0 | -1,152 | -100.0% | -$21.18万 | 清仓 |
| THC | TENET HEALTHCARE CORPORATION NE | $0 | 0.00% | 0 | -1,063 | -100.0% | -$21.12万 | 清仓 |
| MNST | MONSTER BEVERAGE CORPORATION | $0 | 0.00% | 0 | -2,750 | -100.0% | -$21.08万 | 清仓 |
| UTHR | UNITED THERAPEUTICS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QUAL | ISHARES EDGE MSCI USA QUALITY F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES DJ US TECHNOLOGY SECTOR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SoFi Social 50 ETF | $0 | 0.00% | 0 | -1,450 | -100.0% | -$20.18万 | 清仓 |
| BX | BLACKSTONE GROUP INC. | $0 | 0.00% | 0 | -1,307 | -100.0% | -$20.15万 | 清仓 |
| PATH | UIPATH INC CL A | $0 | 0.00% | 0 | -11,590 | -100.0% | -$19.00万 | 清仓 |
| ADT | ADT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLN | WisdomTree US LargeCap Dividend | $0 | 0.00% | 0 | -1,114 | -100.0% | -$9.81万 | 清仓 |
| XONE | BondBloxx Bloomberg One YrTrgDu | $0 | 0.00% | 0 | -1,927 | -100.0% | -$9.55万 | 清仓 |
| — | ACV Auctions Inc Ordinary Share | $5.32万 | 0.00% | 12,547 | 12,547 | — | $5.32万 | 新建仓 |
| GDYN | GRID DYNAMICS HOLDINGS INC ORDI | $5.86万 | 0.01% | 10,273 | -690 | -6.3% | -$3,933 | 减仓 |
| FIP | FTAI Infrastructure Inc Shs | $7.89万 | 0.01% | 15,967 | -1,075 | -6.3% | -$5,311 | 减仓 |
| AVTR | Avantor Inc | $8.03万 | 0.01% | 10,245 | -689 | -6.3% | -$5,402 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.99万 | 0.01% | 25,825 | 25,825 | — | $12.99万 | 新建仓 |
| INDI | Indie Semiconductor Inc Cl A | $14.28万 | 0.01% | 44,349 | 1,914 | 4.5% | $6,163 | 加仓 |
| NU | NU HOLDINGS LTD USD0.0000066666 | $17.06万 | 0.02% | 11,869 | -230 | -1.9% | -$3,305 | 减仓 |
| F | FORD MOTOR CO | $19.57万 | 0.02% | 16,955 | -699 | -4.0% | -$8,066 | 减仓 |
| NVS | NOVARTIS AG ADR | $20.19万 | 0.02% | 1,322 | 1,322 | — | $20.19万 | 新建仓 |
| USTB | VictoryShares Short-Term Bond E | $20.23万 | 0.02% | 3,999 | -58 | -1.4% | -$2,934 | 减仓 |
| WTFC | WINTRUST FINL CORP | $20.23万 | 0.02% | 1,456 | -275 | -15.9% | -$3.82万 | 减仓 |
| RS | RELIANCE STL & ALMN | $20.24万 | 0.02% | 666 | -105 | -13.6% | -$3.19万 | 减仓 |
| MEDP | Medpace Holdings Inc. | $20.26万 | 0.02% | 422 | 422 | — | $20.26万 | 新建仓 |
| RRC | RANGE RESOURCES CORP | $20.28万 | 0.02% | 4,489 | 4,489 | — | $20.28万 | 新建仓 |
| LRN | STRIDE INC | $20.29万 | 0.02% | 2,301 | 2,301 | — | $20.29万 | 新建仓 |
| FDX | FEDEX CORPORATION | $20.30万 | 0.02% | 570 | 570 | — | $20.30万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.37万 | 0.02% | 1,118 | 1,118 | — | $20.37万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.42万 | 0.02% | 675 | 675 | — | $20.42万 | 新建仓 |
| MU | MICRON TECH INC | $20.47万 | 0.02% | 606 | 606 | — | $20.47万 | 新建仓 |
| DUK | DUKE ENERGY CORPORATION | $20.78万 | 0.02% | 1,587 | -42 | -2.6% | -$5,499 | 重新持有 |
| FLEX | FLEXTRONICS INTL | $21.50万 | 0.02% | 3,285 | -35 | -1.1% | -$2,291 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORP BD IDX | $21.51万 | 0.02% | 2,713 | 2,713 | — | $21.51万 | 新建仓 |
| WFRD | Weatherford International PLC | $21.79万 | 0.02% | 2,304 | 2,304 | — | $21.79万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES | $21.91万 | 0.02% | 1,498 | 18 | 1.2% | $2,633 | 加仓 |
| DWM | WisdomTree International Equity | $22.18万 | 0.02% | 3,174 | 37 | 1.2% | $2,586 | 加仓 |
| EFA | ISHARES MSCI EAFE INDEX FD | $22.22万 | 0.02% | 2,288 | 41 | 1.8% | $3,982 | 加仓 |
| AZN | ASTRAZENECA PLC | $22.34万 | 0.02% | 1,133 | 1,133 | — | $22.34万 | 新建仓 |
| NTRA | Natera Inc Com | $22.36万 | 0.02% | 1,118 | -173 | -13.4% | -$3.46万 | 减仓 |
| DVY | ISHARES DOW JONES SELECT DIVIDE | $22.43万 | 0.02% | 1,481 | 18 | 1.2% | $2,726 | 加仓 |
| OKTA | OKTA INC. CL A | $22.55万 | 0.02% | 2,865 | 325 | 12.8% | $2.56万 | 加仓 |
| VAW | VANGUARD MATERIALS INDEX FUND E | $22.56万 | 0.02% | 1,001 | -2 | -0.2% | -$451 | 减仓 |
| XLF | The Financial Select Sector SPD | $22.74万 | 0.02% | 4,606 | -238 | -4.9% | -$1.17万 | 减仓 |
| TMUS | T MOBILE US INC. | $22.77万 | 0.02% | 1,084 | 1,084 | — | $22.77万 | 新建仓 |
| ORCL | ORACLE CORP | $23.17万 | 0.02% | 1,575 | -47 | -2.9% | -$6,914 | 减仓 |
| EXPE | EXPEDIA INC. | $23.27万 | 0.02% | 1,008 | -62 | -5.8% | -$1.43万 | 减仓 |
| VTIP | Vanguard Shrt-Term Infl-Prot Se | $23.50万 | 0.02% | 4,704 | -5,008 | -51.6% | -$25.02万 | 减仓 |
| PGX | INVESCO PREFERRED ETF | $23.52万 | 0.02% | 21,618 | -1,155 | -5.1% | -$1.26万 | 减仓 |
| LIN | LINDE PLC | $23.55万 | 0.02% | 475 | -43 | -8.3% | -$2.13万 | 减仓 |
| COR | CENCORA INC | $23.62万 | 0.02% | 752 | 752 | — | $23.62万 | 新建仓 |
| ADP | AUTOMATIC DATA PROC | $23.67万 | 0.02% | 1,165 | -19 | -1.6% | -$3,860 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $23.97万 | 0.02% | 871 | 101 | 13.1% | $2.78万 | 加仓 |
| COHR | COHERENT CORP | $24.18万 | 0.02% | 1,015 | -502 | -33.1% | -$11.96万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY LT | $24.20万 | 0.02% | 3,077 | -52 | -1.7% | -$4,090 | 减仓 |
| PEGA | Pegasystems Inc | $24.40万 | 0.02% | 5,734 | -786 | -12.1% | -$3.35万 | 减仓 |
| SCHA | SCHWAB US SMALL CAP | $24.42万 | 0.02% | 8,397 | -3,892 | -31.7% | -$11.32万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $24.71万 | 0.02% | 847 | -31 | -3.5% | -$9,042 | 减仓 |
| GOVT | ISHARES US TREASURY BOND ETF | $24.72万 | 0.02% | 10,788 | 806 | 8.1% | $1.85万 | 加仓 |
| PODD | Insulet Corporation | $24.76万 | 0.02% | 1,180 | 93 | 8.6% | $1.95万 | 加仓 |
| ACGL | Arch Capital Group Ltd | $24.91万 | 0.02% | 2,595 | -58 | -2.2% | -$5,567 | 减仓 |
| CAH | CARDINAL HEALTH INC | $25.21万 | 0.02% | 1,193 | -127 | -9.6% | -$2.68万 | 减仓 |
| LQD | ISHARES IBOXX $ INVEST GRADE CO | $25.23万 | 0.02% | 2,315 | -29 | -1.2% | -$3,161 | 减仓 |
| GVA | GRANITE CONSTRUCTION INC | $25.25万 | 0.02% | 2,106 | -143 | -6.4% | -$1.71万 | 减仓 |