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Truepoint, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Truepoint, Inc.
报告期 2026-03-31 · CIK 0001427748
持仓数
148
前50大市值合计
$4.41B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 128 项
建仓 13
增持 40
减持 54
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
DFIC
DIMENSIONAL ETF TRUST
+$41.0M
2,148,759
+22234%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$40.3M
4,563,696
-10%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$40.1M
980,310
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
DFEM
DIMENSIONAL ETF TRUST
+$25.1M
1,228,201
增持
SCHF
SCHWAB STRATEGIC TR
+$18.3M
2,086,586
+63%
减持
VTI
VANGUARD INDEX FDS
-$16.7M
1,459,492
-1%
增持
IVV
ISHARES TR
-$11.0M
600,539
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$8.9M
544,932
+76%
减持
AVUV
AMERICAN CENTY ETF TR
-$7.7M
1,912,729
-3%
减持
IWP
ISHARES TR
-$5.3M
284,783
-18%
减持
BSV
VANGUARD BD INDEX FDS
-$4.9M
2,018,409
-1%
增持
VV
VANGUARD INDEX FDS
+$4.5M
156,631
+28%
增持
DFSV
DIMENSIONAL ETF TRUST
+$4.5M
985,909
+31%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.4M
2,466,319
+14%
减持
IWF
ISHARES TR
-$4.3M
36,251
-33%
增持
PG
PROCTER AND GAMBLE CO
-$3.8M
278,076
+3%
减持
DFAT
DIMENSIONAL ETF TRUST
-$3.3M
1,809,022
-1%
增持
CINF
CINCINNATI FINL CORP
-$3.1M
105,615
+0%
增持
IEFA
ISHARES TR
+$2.7M
1,863,663
+15%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.5M
366,888
-16%
减持
ITOT
ISHARES TR
-$2.0M
382,166
-1%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$1.5M
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.5M
44,126
+94%
建仓
IEF
ISHARES TR
+$1.4M
14,884
清仓
TFC
TRUIST FINL CORP
-$1.3M
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$1.2M
982,669
+4%
增持
TSLA
TESLA INC
+$1.2M
7,369
+537%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$1.1M
0
-100%
减持
SMH
VANECK ETF TRUST
-$1.1M
3,609
-58%
建仓
SCHR
SCHWAB STRATEGIC TR
+$1.0M
21,308
减持
GOVT
ISHARES TR
-$1.0M
40,734
-50%
清仓
AVDE
AMERICAN CENTY ETF TR
-$1.0M
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$941.0K
418,892
-0%
增持
VUG
VANGUARD INDEX FDS
+$921.0K
496,642
+5%
减持
VNQ
VANGUARD INDEX FDS
-$905.0K
74,674
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$862.0K
158,802
-7%
减持
SHY
ISHARES TR
-$816.0K
23,888
-28%
增持
—
INVESCO QQQ TR
+$759.0K
7,276
+72%
减持
IWV
ISHARES TR
-$710.0K
66,706
-0%
清仓
AGG
ISHARES TR
-$652.0K
0
-100%
增持
USO
UNITED STS OIL FD LP
+$596.0K
13,733
+268%
清仓
MBB
ISHARES TR
-$538.0K
0
-100%
清仓
IVOL
KRANESHARES TR
-$489.0K
0
-100%
建仓
ESGV
VANGUARD WORLD FD
+$440.0K
6,992
减持
PEP
PEPSICO INC
-$438.0K
1,930
-57%
建仓
SPDW
SPDR INDEX SHS FDS
+$435.0K
16,858
建仓
VSGX
VANGUARD WORLD FD
+$435.0K
10,007
增持
VOO
VANGUARD INDEX FDS
+$434.0K
18,042
+14%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$429.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$425.0K
19,233
+90%
清仓
CSCO
CISCO SYS INC
-$403.0K
0
-100%
减持
—
USERTESTING INC
-$374.0K
106,876
-32%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$372.0K
39,761
-9%
减持
MSFT
MICROSOFT CORP
-$361.0K
8,039
-8%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$344.0K
0
-100%
减持
META
META PLATFORMS INC
-$341.0K
10,687
-4%
减持
CVS
CVS HEALTH CORP
-$340.0K
45,381
-10%
建仓
IAU
ISHARES GOLD TR
+$331.0K
10,505
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$330.0K
83,428
+3%
建仓
XLY
SELECT SECTOR SPDR TR
+$317.0K
2,226
清仓
VTIP
VANGUARD MALVERN FDS
-$312.0K
0
-100%
清仓
AVLV
AMERICAN CENTY ETF TR
-$306.0K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$300.0K
2,072
-52%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$289.0K
40,466
-3%
减持
BIV
VANGUARD BD INDEX FDS
-$276.0K
35,556
-4%
建仓
C
CITIGROUP INC
+$276.0K
6,613
清仓
REZ
ISHARES TR
-$273.0K
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$272.0K
1,892
减持
VXUS
VANGUARD STAR FDS
-$267.0K
44,144
-0%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$262.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$260.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$233.0K
0
-100%
清仓
HEFA
ISHARES TR
-$222.0K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$222.0K
4,618
-44%
减持
PFE
PFIZER INC
-$215.0K
6,441
-32%
增持
IEMG
ISHARES INC
-$207.0K
34,445
+0%
清仓
IWM
ISHARES TR
-$207.0K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$204.0K
14,887
+31%
建仓
BBEU
JP MORGAN EXCHANGE TRADED F
+$202.0K
5,016
建仓
CAH
CARDINAL HEALTH INC
+$200.0K
3,000
增持
AVUS
AMERICAN CENTY ETF TR
+$192.0K
6,453
+99%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$192.0K
7,300
-6%
减持
EEM
ISHARES TR
-$181.0K
34,208
-0%
减持
AVDV
AMERICAN CENTY ETF TR
-$176.0K
21,512
-5%
减持
ITA
ISHARES TR
-$175.0K
2,536
-38%
增持
GOOG
ALPHABET INC
-$165.0K
3,340
+1405%
减持
IJK
ISHARES TR
-$160.0K
9,883
-20%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$151.0K
10,626
-15%
减持
CMCSA
COMCAST CORP NEW
-$150.0K
13,352
-3%
减持
INFL
LISTED FD TR
-$147.0K
12,358
-28%
减持
EFA
ISHARES TR
-$139.0K
19,851
-1%
减持
JNJ
JOHNSON & JOHNSON
-$133.0K
2,772
-16%
减持
IWD
ISHARES TR
-$129.0K
3,167
-18%
减持
LMT
LOCKHEED MARTIN CORP
-$129.0K
768
-23%
增持
GOOGL
ALPHABET INC
-$122.0K
7,090
+1832%
减持
AAPL
APPLE INC
-$114.0K
57,125
-2%
清仓
F
FORD MTR CO DEL
-$112.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$109.0K
9,763
-1%
减持
MUB
ISHARES TR
-$94.0K
19,781
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$87.0K
19,275
+5%
增持
INTC
INTEL CORP
-$87.0K
9,100
+6%
增持
SCHH
SCHWAB STRATEGIC TR
-$86.0K
56,288
+4%
增持
VBR
VANGUARD INDEX FDS
-$84.0K
13,329
+0%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$80.0K
11,687
-1%
增持
JPM
JPMORGAN CHASE & CO
-$78.0K
10,627
+1%
减持
IJR
ISHARES TR
-$72.0K
6,677
-6%
减持
MRK
MERCK & CO INC
-$68.0K
5,397
-8%
减持
VTV
VANGUARD INDEX FDS
-$65.0K
3,232
-8%
减持
V
VISA INC
-$62.0K
2,505
-3%
减持
AMZN
AMAZON COM INC
-$58.0K
12,966
-10%
增持
—
JPMORGAN CHASE & CO
+$56.0K
39,574
+2%
增持
VOE
VANGUARD INDEX FDS
-$55.0K
8,029
+1%
减持
VB
VANGUARD INDEX FDS
-$54.0K
7,419
-1%
清仓
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$48.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$44.0K
716
-10%
增持
LYTS
LSI INDS INC OHIO
+$41.0K
25,688
+1%
增持
IJH
ISHARES TR
+$40.0K
9,696
+5%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$36.0K
3,625
-4%
增持
KR
KROGER CO
-$19.0K
8,391
+3%
增持
KBE
SPDR SER TR
+$14.0K
31,810
+0%
增持
FITB
FIFTH THIRD BANCORP
-$12.0K
12,620
+2%
减持
SJM
SMUCKER J M CO
+$8.0K
2,332
-4%
增持
—
EXXON MOBIL CORP
+$6.0K
3,405
+0%
增持
GE
GENERAL ELECTRIC CO
-$5.0K
4,221
+1%
清仓
—
SUNDIAL GROWERS INC
-$3.0K
0
-100%
减持
HD
HOME DEPOT INC
-$1.0K
2,369
-1%
增持
—
ACCENTURE PLC IRELAND
-$1.0K
6,227
+8%
增持
SDY
SPDR SER TR
+$0
1,865
+6%
