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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 129 项
建仓 9
增持 70
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$22.7M
603,041
+1%
减持
VTI
VANGUARD INDEX FDS
+$18.5M
1,402,804
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$15.3M
2,059,186
+6%
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。
减持
VOT
VANGUARD INDEX FDS
+$11.0M
1,020,030
-0%
减持
VUG
VANGUARD INDEX FDS
+$8.2M
503,543
-6%
增持
DFLV
DIMENSIONAL ETF TRUST
+$5.9M
962,743
+27%
增持
DFEM
DIMENSIONAL ETF TRUST
+$5.3M
2,676,676
+7%
增持
BSV
VANGUARD BD INDEX FDS
+$5.1M
5,235,155
+3%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
+$3.9M
4,483,470
-0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.6M
9,807,900
+3%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$2.9M
61,160
减持
VV
VANGUARD INDEX FDS
+$2.5M
279,423
-4%
减持
ITOT
ISHARES TR
+$2.4M
365,435
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$2.2M
1,682,556
-1%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$1.7M
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
+$1.6M
418,586
-0%
增持
CINF
CINCINNATI FINL CORP
-$1.5M
103,269
+0%
增持
AAPL
APPLE INC
+$1.4M
47,378
+0%
减持
VNQ
VANGUARD INDEX FDS
-$1.1M
47,652
-22%
减持
IWV
ISHARES TR
+$1.1M
65,041
-1%
减持
IWP
ISHARES TR
+$1.0M
248,702
-2%
减持
IEFA
ISHARES TR
-$848.3K
1,742,875
-2%
建仓
DUK
DUKE ENERGY CORP NEW
+$749.8K
8,355
建仓
SCHD
SCHWAB STRATEGIC TR
+$699.4K
9,631
减持
USO
UNITED STS OIL FD LP
-$675.2K
3,733
-73%
减持
MUB
ISHARES TR
-$665.0K
189,901
-2%
减持
IWF
ISHARES TR
+$637.5K
28,316
-3%
减持
BND
VANGUARD BD INDEX FDS
-$637.3K
5,906
-59%
减持
META
META PLATFORMS INC
+$636.7K
8,957
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$617.9K
2,039,636
-2%
减持
DFIC
DIMENSIONAL ETF TRUST
-$586.6K
1,734,713
-2%
增持
VTV
VANGUARD INDEX FDS
+$581.8K
7,011
+134%
增持
MSFT
MICROSOFT CORP
+$547.9K
6,392
+13%
减持
SCHH
SCHWAB STRATEGIC TR
-$541.6K
25,202
-52%
增持
CVS
CVS HEALTH CORP
-$501.7K
97,042
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$462.1K
2,267,266
-3%
建仓
INTU
INTUIT
+$459.1K
1,002
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$435.5K
5,598
+88%
减持
DFSV
DIMENSIONAL ETF TRUST
-$360.8K
707,444
-5%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$350.1K
4,152
+88%
建仓
IWM
ISHARES TR
+$343.0K
1,832
增持
JNJ
JOHNSON & JOHNSON
+$336.5K
5,330
+51%
建仓
SPTM
SPDR SER TR
+$299.7K
5,505
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$297.4K
9,707
+89%
减持
VOO
VANGUARD INDEX FDS
-$290.7K
18,495
-11%
增持
DFSU
DIMENSIONAL ETF TRUST
+$286.3K
24,144
+58%
增持
IVW
ISHARES TR
+$283.6K
42,985
+0%
减持
PG
PROCTER AND GAMBLE CO
-$282.5K
273,709
-3%
增持
VBR
VANGUARD INDEX FDS
+$263.4K
20,956
+4%
建仓
FXN
FIRST TR EXCHANGE-TRADED FD
+$254.9K
16,300
清仓
MMM
3M CO
-$249.6K
0
-100%
减持
AVEM
AMERICAN CENTY ETF TR
-$242.5K
454,252
-3%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$241.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$237.0K
1,607
+1%
建仓
DIS
DISNEY WALT CO
+$232.6K
2,605
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$230.6K
7,865
+11%
减持
AMZN
AMAZON COM INC
+$228.6K
11,053
-6%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$224.5K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$220.3K
97,740
+5%
增持
IVE
ISHARES TR
+$207.3K
20,610
+0%
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$204.3K
1,334
增持
JPM
JPMORGAN CHASE & CO
+$198.2K
11,308
+2%
增持
EMR
EMERSON ELEC CO
+$186.6K
57,310
+0%
减持
TSLA
TESLA INC
+$185.7K
3,554
-1%
增持
ABT
ABBOTT LABS
+$185.4K
3,929
+64%
增持
VBK
VANGUARD INDEX FDS
+$183.5K
7,199
+6%
增持
IJH
ISHARES TR
+$177.5K
9,513
+3%
清仓
LYTS
LSI INDS INC OHIO
-$176.3K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$171.1K
1,860
-35%
增持
WSBC
WESBANCO INC
-$170.2K
33,444
+0%
减持
—
AIR TRANSPORT SERVICES GRP I
-$152.4K
10,101
-39%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$147.3K
13,108
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$129.5K
7,662
-4%
减持
—
ACCENTURE PLC IRELAND
+$127.4K
6,620
-1%
增持
USB
US BANCORP DEL
-$124.4K
43,285
+0%
增持
—
INVESCO QQQ TR
+$123.3K
2,015
+4%
增持
VOE
VANGUARD INDEX FDS
+$112.5K
8,706
+7%
减持
GOOGL
ALPHABET INC
+$106.4K
6,788
-0%
增持
VO
VANGUARD INDEX FDS
+$97.6K
10,085
+0%
增持
GOOG
ALPHABET INC
+$97.0K
3,880
+8%
增持
VB
VANGUARD INDEX FDS
+$94.3K
9,579
+0%
增持
DFSI
DIMENSIONAL ETF TRUST
+$82.3K
36,811
+7%
增持
ABBV
ABBVIE INC
+$82.3K
2,727
+52%
增持
PEP
PEPSICO INC
+$80.8K
2,547
+19%
增持
AVUS
AMERICAN CENTY ETF TR
+$77.5K
9,644
+6%
减持
EFA
ISHARES TR
-$76.7K
17,392
-7%
减持
SCHX
SCHWAB STRATEGIC TR
+$73.0K
126,658
-7%
增持
IJR
ISHARES TR
+$72.8K
6,838
+9%
增持
ESGV
VANGUARD WORLD FD
+$71.3K
10,197
+0%
增持
—
EXXON MOBIL CORP
+$69.4K
4,146
+21%
增持
IWD
ISHARES TR
+$67.2K
2,626
+15%
减持
DFAX
DIMENSIONAL ETF TRUST
+$66.9K
360,707
-0%
减持
GE
GENERAL ELECTRIC CO
+$57.9K
4,248
-1%
增持
CAH
CARDINAL HEALTH INC
+$57.5K
3,003
+0%
增持
PFE
PFIZER INC
+$57.3K
7,697
+40%
增持
MRK
MERCK & CO INC
+$51.5K
5,408
+0%
增持
VXUS
VANGUARD STAR FDS
+$51.2K
51,025
+0%
增持
DFSE
DIMENSIONAL ETF TRUST
+$50.7K
19,199
+8%
减持
DFUS
DIMENSIONAL ETF TRUST
+$49.0K
28,466
-4%
增持
IJK
ISHARES TR
+$48.6K
8,981
+3%
增持
—
JPMORGAN CHASE & CO
+$46.6K
41,683
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$42.8K
31,620
-2%
增持
IWS
ISHARES TR
+$39.1K
7,445
+2%
增持
FITB
FIFTH THIRD BANCORP
+$37.7K
19,321
+10%
增持
IEMG
ISHARES INC
+$33.4K
21,130
+2%
增持
V
VISA INC
+$28.8K
2,149
+1%
增持
WMT
WALMART INC
+$26.3K
2,522
+0%
增持
MCD
MCDONALDS CORP
+$19.3K
952
+1%
增持
—
PIPER SANDLER COMPANIES
-$18.0K
1,942
+0%
增持
KR
KROGER CO
-$17.7K
8,500
+1%
增持
SJM
SMUCKER J M CO
-$16.7K
2,304
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$14.6K
39,008
-1%
增持
VSGX
VANGUARD WORLD FD
+$13.5K
10,799
+1%
增持
RPM
RPM INTL INC
+$11.9K
4,674
+0%
增持
IWN
ISHARES TR
+$10.1K
1,902
+1%
减持
SCHG
SCHWAB STRATEGIC TR
+$9.6K
3,477
-10%
增持
INTC
INTEL CORP
+$9.5K
9,553
+1%
减持
HD
HOME DEPOT INC
+$9.5K
1,733
-3%
减持
VXF
VANGUARD INDEX FDS
+$9.1K
1,918
-3%
增持
BIV
VANGUARD BD INDEX FDS
+$8.4K
40,024
+2%
增持
KMI
KINDER MORGAN INC DEL
-$8.1K
29,258
+0%
减持
SCZ
ISHARES TR
-$7.7K
13,116
-0%
增持
LMT
LOCKHEED MARTIN CORP
-$7.2K
777
+1%
增持
AVDV
AMERICAN CENTY ETF TR
-$6.9K
22,190
+1%
增持
ITW
ILLINOIS TOOL WKS INC
+$6.3K
827
+0%
增持
AFG
AMERICAN FINL GROUP INC OHIO
-$4.5K
1,733
+0%
减持
LIT
GLOBAL X FDS
-$3.7K
4,000
-4%
增持
PNC
PNC FINL SVCS GROUP INC
-$2.6K
2,626
+0%
减持
CMCSA
COMCAST CORP NEW
-$450
13,612
-9%
