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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 60
增持 56
减持 29
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFNM
DIMENSIONAL ETF TRUST
+$84.0M
1,869,506
+2957%
建仓
SUB
ISHARES TR
+$27.8M
270,591
减持
VTI
VANGUARD INDEX FDS
-$14.3M
1,387,492
-1%
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。
增持
BSV
VANGUARD BD INDEX FDS
+$11.8M
5,419,806
+4%
减持
MUB
ISHARES TR
-$11.5M
85,380
-55%
减持
VUG
VANGUARD INDEX FDS
-$10.1M
485,978
-3%
增持
VOT
VANGUARD INDEX FDS
-$9.9M
1,026,813
+1%
增持
DFCF
DIMENSIONAL ETF TRUST
-$9.0M
9,915,957
+1%
减持
IEFA
ISHARES TR
-$6.9M
1,720,244
-1%
增持
IVV
ISHARES TR
-$5.7M
612,620
+2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$5.6M
3,000,549
+12%
减持
SCHF
SCHWAB STRATEGIC TR
-$5.2M
2,226,898
-2%
增持
DFLV
DIMENSIONAL ETF TRUST
+$5.0M
1,185,543
+23%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.8M
2,111,256
+3%
减持
VV
VANGUARD INDEX FDS
-$4.1M
268,508
-4%
增持
MSFT
MICROSOFT CORP
+$3.0M
16,365
+156%
建仓
CAT
CATERPILLAR INC
+$2.2M
8,052
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.1M
1,661,807
-1%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$2.1M
36,600
增持
AAPL
APPLE INC
+$1.9M
64,849
+37%
减持
DFIC
DIMENSIONAL ETF TRUST
-$1.9M
1,722,495
-1%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
5,783
+260%
增持
GOOGL
ALPHABET INC
+$1.8M
19,946
+194%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.8M
2,016,516
-1%
减持
IWP
ISHARES TR
-$1.5M
246,457
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
11,433
+49%
减持
ITOT
ISHARES TR
-$1.5M
363,830
-0%
增持
AMZN
AMAZON COM INC
+$1.5M
22,795
+106%
增持
CVS
CVS HEALTH CORP
+$1.3M
114,638
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
10,696
+36%
增持
META
META PLATFORMS INC
+$935.4K
11,678
+30%
减持
AVEM
AMERICAN CENTY ETF TR
-$930.8K
445,396
-2%
建仓
CTAS
CINTAS CORP
+$924.5K
1,922
增持
—
EXXON MOBIL CORP
+$889.5K
11,347
+174%
增持
PG
PROCTER AND GAMBLE CO
+$880.0K
290,776
+6%
增持
VOO
VANGUARD INDEX FDS
+$852.7K
21,353
+15%
减持
SCHB
SCHWAB STRATEGIC TR
-$794.9K
418,175
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$771.7K
81,723
-16%
减持
IWV
ISHARES TR
-$769.5K
64,401
-1%
清仓
DUK
DUKE ENERGY CORP NEW
-$749.8K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$748.3K
9,088
+37%
减持
DFSV
DIMENSIONAL ETF TRUST
-$724.0K
688,924
-3%
建仓
UNH
UNITEDHEALTH GROUP INC
+$717.6K
1,423
增持
TSLA
TESLA INC
+$697.6K
6,506
+83%
增持
CINF
CINCINNATI FINL CORP
+$666.3K
104,766
+1%
建仓
SPTL
SPDR SER TR
+$570.2K
21,805
建仓
LLY
ELI LILLY & CO
+$569.5K
1,060
建仓
MA
MASTERCARD INCORPORATED
+$564.6K
1,426
增持
ABBV
ABBVIE INC
+$543.2K
6,109
+124%
建仓
COST
COSTCO WHSL CORP NEW
+$508.5K
900
增持
—
INVESCO QQQ TR
+$506.3K
3,491
+73%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$499.0K
14,946
+14%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$481.1K
14,843
增持
JPM
JPMORGAN CHASE & CO
+$463.3K
14,536
+29%
建仓
AVGO
BROADCOM INC
+$456.8K
550
建仓
LNT
ALLIANT ENERGY CORP
+$441.3K
9,109
增持
WMT
WALMART INC
+$441.1K
5,237
+108%
增持
EMR
EMERSON ELEC CO
+$420.3K
57,995
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$418.9K
122,810
-3%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$399.3K
15,242
建仓
PM
PHILIP MORRIS INTL INC
+$397.8K
4,297
增持
CVX
CHEVRON CORP NEW
+$395.4K
4,081
+119%
减持
IWF
ISHARES TR
-$393.7K
27,814
-2%
建仓
TLT
ISHARES TR
+$393.5K
4,437
增持
CMCSA
COMCAST CORP NEW
+$374.5K
21,203
+56%
增持
HD
HOME DEPOT INC
+$372.7K
3,015
+74%
建仓
ELV
ELEVANCE HEALTH INC
+$372.3K
855
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$362.6K
4,727,449
+5%
增持
MCD
MCDONALDS CORP
+$355.3K
2,427
+155%
建仓
—
LINDE PLC
+$353.7K
950
建仓
XEL
XCEL ENERGY INC
+$347.2K
6,067
建仓
CSX
CSX CORP
+$345.9K
11,249
建仓
EDV
VANGUARD WORLD FD
+$328.1K
4,685
建仓
ORCL
ORACLE CORP
+$319.9K
3,020
建仓
MAR
MARRIOTT INTL INC NEW
+$303.4K
1,543
建仓
AMGN
AMGEN INC
+$298.1K
1,109
建仓
DHR
DANAHER CORPORATION
+$297.8K
1,200
建仓
CSCO
CISCO SYS INC
+$286.7K
5,333
建仓
EVRG
EVERGY INC
+$285.6K
5,633
建仓
SYK
STRYKER CORPORATION
+$285.3K
1,044
建仓
ADBE
ADOBE INC
+$278.9K
547
建仓
AMAT
APPLIED MATLS INC
+$278.4K
2,011
增持
GE
GENERAL ELECTRIC CO
+$276.5K
6,722
+58%
建仓
MO
ALTRIA GROUP INC
+$275.9K
6,562
建仓
SRE
SEMPRA
+$274.4K
4,033
增持
IJH
ISHARES TR
+$267.7K
11,049
+16%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$263.3K
1,155
建仓
CRM
SALESFORCE INC
+$258.3K
1,274
增持
DIS
DISNEY WALT CO
+$256.9K
6,039
+132%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$253.4K
3,574
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$253.0K
1,803
建仓
COP
CONOCOPHILLIPS
+$244.8K
2,043
建仓
TXN
TEXAS INSTRS INC
+$241.9K
1,521
建仓
KHC
KRAFT HEINZ CO
+$241.6K
7,181
建仓
IDA
IDACORP INC
+$241.3K
2,577
建仓
NI
NISOURCE INC
+$241.1K
9,770
建仓
PSA
PUBLIC STORAGE
+$240.9K
914
建仓
LOW
LOWES COS INC
+$239.9K
1,154
增持
INTC
INTEL CORP
+$237.5K
15,666
+64%
增持
PEP
PEPSICO INC
+$235.7K
4,175
+64%
建仓
ENB
ENBRIDGE INC
+$235.3K
7,089
建仓
HON
HONEYWELL INTL INC
+$233.5K
1,264
增持
JNJ
JOHNSON & JOHNSON
+$232.6K
7,158
+34%
增持
V
VISA INC
+$231.7K
3,226
+50%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$230.8K
126
增持
VNQ
VANGUARD INDEX FDS
-$224.3K
49,664
+4%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$222.1K
3,264
建仓
T
AT&T INC
+$222.0K
14,780
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$214.7K
870
减持
IVE
ISHARES TR
-$212.1K
20,216
-2%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$211.9K
0
-100%
建仓
CI
THE CIGNA GROUP
+$208.4K
728
建仓
MET
METLIFE INC
+$208.1K
3,308
建仓
DAL
DELTA AIR LINES INC DEL
+$207.9K
5,620
建仓
EOG
EOG RES INC
+$207.1K
1,634
清仓
ITW
ILLINOIS TOOL WKS INC
-$206.9K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$206.6K
707
建仓
ADI
ANALOG DEVICES INC
+$205.7K
1,175
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$204.3K
0
-100%
建仓
EXC
EXELON CORP
+$203.1K
5,374
建仓
NWE
NORTHWESTERN CORP
+$202.6K
4,216
建仓
DFAS
DIMENSIONAL ETF TRUST
+$200.1K
3,813
增持
IWM
ISHARES TR
+$193.2K
3,034
+66%
增持
SCHD
SCHWAB STRATEGIC TR
+$191.4K
12,590
+31%
清仓
—
AIR TRANSPORT SERVICES GRP I
-$190.6K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$178.4K
37,478
-4%
减持
VO
VANGUARD INDEX FDS
-$156.3K
9,912
-2%
建仓
VTRS
VIATRIS INC
+$148.4K
15,050
减持
BIV
VANGUARD BD INDEX FDS
-$143.5K
39,656
-1%
减持
SDY
SPDR SER TR
-$136.0K
3,941
-18%
减持
VBK
VANGUARD INDEX FDS
-$132.6K
7,103
-1%
增持
KR
KROGER CO
+$127.8K
11,783
+39%
增持
LMT
LOCKHEED MARTIN CORP
+$125.8K
1,182
+52%
增持
VBR
VANGUARD INDEX FDS
-$122.1K
20,967
+0%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$121.7K
11,705
减持
SCHH
SCHWAB STRATEGIC TR
-$117.1K
21,132
-16%
增持
DFAX
DIMENSIONAL ETF TRUST
-$107.7K
368,578
+2%
增持
INTU
INTUIT
+$105.7K
1,105
+10%
减持
DFUS
DIMENSIONAL ETF TRUST
-$105.2K
27,190
-4%
减持
SJM
SMUCKER J M CO
-$102.4K
1,935
-16%
增持
—
JPMORGAN CHASE & CO
+$92.2K
42,395
+2%
增持
USB
US BANCORP DEL
+$91.2K
46,017
+6%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$89.8K
16,476
增持
IVW
ISHARES TR
-$88.5K
42,986
+0%
减持
EFA
ISHARES TR
-$84.7K
17,067
-2%
增持
AZO
AUTOZONE INC
+$77.5K
325
+8%
增持
AVDV
AMERICAN CENTY ETF TR
+$76.7K
23,404
+5%
增持
VB
VANGUARD INDEX FDS
-$73.0K
9,691
+1%
减持
EEM
ISHARES TR
-$65.9K
37,056
-0%
增持
MRK
MERCK & CO INC
+$65.5K
6,698
+24%
