American Trust 13F 持仓 · 2026年Q2
American Trust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 334 只证券，申报市值合计 12.97 亿美元。前几大持仓：VOO（15.02%）、BIV（7.18%）、DGRO（6.07%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $194.9M | 15.02% | 283,744 | 减持 |
| 2 | BIV | VANGUARD INTERMED TERM BOND ETF | $93.1M | 7.18% | 1.2M | 减持 |
| 3 | DGRO | ISHARES CORE DIVIDEND GROWTH | $78.7M | 6.07% | 1.0M | 增持 |
| 4 | VUG | Vanguard Morningstar Growth ETF | $66.5M | 5.13% | 772,322 | 增持 |
| 5 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $60.8M | 4.68% | 616,315 | 增持 |
| 6 | VB | VANGUARD SMALL CAP ETF | $57.4M | 4.43% | 189,427 | 增持 |
| 7 | SRCE | 1st Source Corp | $53.4M | 4.12% | 655,083 | 新建仓 |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | $51.6M | 3.98% | 669,220 | 增持 |
| 9 | DFIC | DIMENSIONAL INTERNATIONAL CORE | $42.3M | 3.26% | 1.1M | 增持 |
| 10 | VO | Vanguard Morningstar Mid-Cap ET | $38.0M | 2.93% | 471,888 | 增持 |
| 11 | VEA | VANGUARD FTSE DEVELOPED MARKETS | $32.2M | 2.48% | 451,981 | 减持 |
| 12 | QQQ | INVESCO QQQ TRUST | $31.9M | 2.46% | 43,379 | 增持 |
| 13 | JPST | JP MORGAN ULTRA SHORT INCOME ET | $23.7M | 1.83% | 468,313 | 减持 |
| 14 | JFLX | JP MORGAN FLEXIBLE DEBT ETF | $23.1M | 1.78% | 457,456 | 增持 |
| 15 | DXUV | DIMENSIONAL US VECTOR EQUITY ET | $17.9M | 1.38% | 268,870 | 增持 |
| 16 | AAPL | APPLE INC | $16.3M | 1.25% | 56,242 | 增持 |
| 17 | VWO | VANGUARD FTSE EMERGING MARKETS | $11.8M | 0.91% | 197,956 | 减持 |
| 18 | MSFT | MICROSOFT | $11.4M | 0.88% | 30,664 | 增持 |
| 19 | FNDX | SCHWAB FUNDAMENTAL US LARGE COM | $11.1M | 0.86% | 358,274 | 减持 |
| 20 | JPM | JP MORGAN CHASE | $9.9M | 0.76% | 30,269 | 减持 |
| 21 | KLAC | KLA CORP. | $9.7M | 0.74% | 32,032 | 增持 |
| 22 | SPY | SPDR S&P 500 | $9.4M | 0.72% | 12,548 | 增持 |
| 23 | NVDA | NVIDIA CORP | $8.9M | 0.69% | 44,594 | 增持 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MFG CO LTD | $8.9M | 0.68% | 18,550 | 减持 |
| 25 | JNJ | JOHNSON & JOHNSON | $7.4M | 0.57% | 29,039 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR