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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 60
增持 39
减持 29
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
DFNM
DIMENSIONAL ETF TRUST
+$28.4M
2,376,583
+27%
减持
VTI
VANGUARD INDEX FDS
+$28.3M
1,361,753
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$27.3M
2,136,378
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。
+1%
减持
IVV
ISHARES TR
+$26.0M
605,229
-1%
减持
VOT
VANGUARD INDEX FDS
+$25.3M
1,025,845
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$19.3M
5,540,703
+2%
增持
IEFA
ISHARES TR
+$19.3M
1,847,750
+7%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
+$19.0M
4,710,752
-0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$14.1M
3,367,738
+12%
减持
VUG
VANGUARD INDEX FDS
+$12.8M
466,836
-4%
增持
DFLV
DIMENSIONAL ETF TRUST
+$9.2M
1,428,483
+20%
减持
DFAT
DIMENSIONAL ETF TRUST
+$9.1M
1,625,009
-2%
增持
VV
VANGUARD INDEX FDS
+$8.5M
279,635
+4%
减持
MUB
ISHARES TR
-$8.0M
7,103
-92%
增持
SUB
ISHARES TR
+$7.9M
339,059
+25%
减持
CVS
CVS HEALTH CORP
-$7.7M
4,123
-96%
减持
DFUV
DIMENSIONAL ETF TRUST
+$6.4M
2,015,225
-0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$6.3M
1,823,741
+6%
减持
SCHF
SCHWAB STRATEGIC TR
+$5.8M
2,202,179
-1%
减持
DFCF
DIMENSIONAL ETF TRUST
-$4.6M
9,332,544
-6%
增持
IWP
ISHARES TR
+$4.5M
258,388
+5%
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.8M
729,323
+6%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.4M
476,824
+7%
减持
ITOT
ISHARES TR
+$2.8M
352,293
-3%
建仓
PRK
PARK NATL CORP
+$2.7M
20,441
增持
MSFT
MICROSOFT CORP
+$2.4M
20,053
+23%
增持
AAPL
APPLE INC
+$2.1M
68,786
+6%
减持
SCHB
SCHWAB STRATEGIC TR
+$2.0M
410,822
-2%
减持
IWV
ISHARES TR
+$1.8M
64,330
-0%
减持
JPM
JPMORGAN CHASE & CO
-$1.3M
4,483
-69%
增持
IWF
ISHARES TR
+$1.2M
28,251
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
8,003
-30%
增持
VOO
VANGUARD INDEX FDS
+$1.0M
21,550
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$960.6K
52,611
+44%
增持
AMZN
AMAZON COM INC
+$942.4K
25,274
+11%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$780.9K
14,000
-53%
增持
PG
PROCTER AND GAMBLE CO
+$759.3K
294,608
+1%
增持
USB
US BANCORP DEL
+$668.6K
50,599
+10%
增持
V
VISA INC
+$599.2K
5,152
+60%
增持
GOOGL
ALPHABET INC
+$596.9K
22,958
+15%
减持
SCHX
SCHWAB STRATEGIC TR
+$591.7K
120,672
-2%
清仓
SPTL
SPDR SER TR
-$570.2K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$554.4K
6,955
增持
BIV
VANGUARD BD INDEX FDS
+$551.9K
44,768
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$551.2K
2,410
+69%
建仓
BAC
BANK AMERICA CORP
+$544.1K
16,161
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$523.4K
986
减持
VNQ
VANGUARD INDEX FDS
+$508.5K
48,280
-3%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$446.3K
3,028
建仓
UPS
UNITED PARCEL SERVICE INC
+$425.5K
2,706
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$422.9K
3,204
建仓
DVN
DEVON ENERGY CORP NEW
+$416.8K
9,200
增持
ABT
ABBOTT LABS
+$416.4K
7,383
+80%
建仓
QCOM
QUALCOMM INC
+$413.8K
2,861
减持
IVE
ISHARES TR
+$400.1K
20,186
-0%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$399.3K
0
-100%
建仓
NFLX
NETFLIX INC
+$399.2K
820
减持
META
META PLATFORMS INC
+$395.5K
11,022
-6%
清仓
TLT
ISHARES TR
-$393.5K
0
-100%
建仓
SEIC
SEI INVTS CO
+$391.1K
6,155
建仓
—
MEDTRONIC PLC
+$380.3K
4,617
增持
AVGO
BROADCOM INC
+$374.8K
745
+35%
减持
VBR
VANGUARD INDEX FDS
+$362.6K
20,596
-2%
减持
DFAX
DIMENSIONAL ETF TRUST
+$362.4K
354,739
-4%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$361.2K
724
建仓
AXP
AMERICAN EXPRESS CO
+$359.9K
1,921
建仓
A
AGILENT TECHNOLOGIES INC
+$359.4K
2,585
建仓
NVR
NVR INC
+$357.0K
51
减持
—
INVESCO QQQ TR
-$352.1K
2,194
-37%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$330.4K
5,715
清仓
EDV
VANGUARD WORLD FD
-$328.1K
0
-100%
建仓
UNP
UNION PAC CORP
+$317.8K
1,294
建仓
TGT
TARGET CORP
+$313.9K
2,204
增持
VO
VANGUARD INDEX FDS
+$312.6K
10,216
+3%
减持
TSLA
TESLA INC
-$311.2K
5,299
-19%
清仓
MAR
MARRIOTT INTL INC NEW
-$303.4K
0
-100%
建仓
OKE
ONEOK INC NEW
+$300.3K
4,276
建仓
—
EATON CORP PLC
+$298.6K
1,240
清仓
AMGN
AMGEN INC
-$298.1K
0
-100%
建仓
O
REALTY INCOME CORP
+$297.2K
5,176
建仓
DUK
DUKE ENERGY CORP NEW
+$289.4K
2,982
建仓
HIW
HIGHWOODS PPTYS INC
+$287.9K
12,541
建仓
PLD
PROLOGIS INC.
+$286.5K
2,149
清仓
EVRG
EVERGY INC
-$285.6K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$285.4K
2,177
清仓
SYK
STRYKER CORPORATION
-$285.3K
0
-100%
建仓
NOW
SERVICENOW INC
+$283.3K
401
增持
CTAS
CINTAS CORP
+$280.8K
2,000
+4%
建仓
NKE
NIKE INC
+$280.5K
2,584
建仓
GILD
GILEAD SCIENCES INC
+$278.7K
3,440
建仓
EW
EDWARDS LIFESCIENCES CORP
+$277.0K
3,633
建仓
SBUX
STARBUCKS CORP
+$277.0K
2,885
建仓
DOW
DOW INC
+$273.5K
4,987
建仓
TXRH
TEXAS ROADHOUSE INC
+$272.0K
2,225
增持
KMI
KINDER MORGAN INC DEL
+$270.0K
42,861
+46%
增持
PEP
PEPSICO INC
+$268.7K
5,747
+38%
建仓
BKH
BLACK HILLS CORP
+$267.5K
4,959
增持
VXUS
VANGUARD STAR FDS
+$267.0K
54,053
+1%
建仓
GWW
GRAINGER W W INC
+$267.0K
322
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$263.5K
11,119
+4%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$261.3K
275
增持
INTC
INTEL CORP
+$258.6K
16,230
+4%
建仓
SHW
SHERWIN WILLIAMS CO
+$255.8K
820
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$253.9K
84,143
+3%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$248.4K
2,754
建仓
FISV
FISERV INC
+$247.5K
1,863
清仓
COP
CONOCOPHILLIPS
-$244.8K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$244.7K
1,141
+27%
建仓
C
CITIGROUP INC
+$242.2K
4,708
清仓
TXN
TEXAS INSTRS INC
-$241.9K
0
-100%
建仓
GL
GLOBE LIFE INC
+$241.7K
1,986
清仓
KHC
KRAFT HEINZ CO
-$241.6K
0
-100%
清仓
PSA
PUBLIC STORAGE
-$240.9K
0
-100%
建仓
—
PHYSICIANS RLTY TR
+$240.9K
18,100
清仓
LOW
LOWES COS INC
-$239.9K
0
-100%
清仓
—
INVESTMENT MANAGERS SER TR 1
-$238.2K
0
-100%
清仓
LIT
GLOBAL X FDS
-$237.2K
0
-100%
增持
EFA
ISHARES TR
+$237.1K
18,757
+10%
增持
JNJ
JOHNSON & JOHNSON
+$237.0K
8,625
+20%
清仓
ENB
ENBRIDGE INC
-$235.3K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$233.5K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$233.2K
4,480
增持
WSBC
WESBANCO INC
+$232.6K
33,453
+0%
建仓
CFG
CITIZENS FINL GROUP INC
+$231.0K
6,969
减持
IWM
ISHARES TR
-$229.7K
1,527
-50%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$225.1K
1,188
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$222.1K
0
-100%
建仓
—
CHAMPIONX CORPORATION
+$221.8K
7,592
建仓
KO
COCA COLA CO
+$220.8K
3,747
建仓
—
CHUBB LIMITED
+$220.6K
976
减持
IJH
ISHARES TR
+$220.5K
10,737
-3%
建仓
ITW
ILLINOIS TOOL WKS INC
+$220.0K
840
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$219.5K
2,134
增持
CVX
CHEVRON CORP NEW
+$218.6K
6,079
+49%
建仓
RTX
RTX CORPORATION
+$218.4K
2,596
减持
VB
VANGUARD INDEX FDS
+$218.3K
9,612
-1%
建仓
GHC
GRAHAM HLDGS CO
+$217.3K
312
建仓
BKR
BAKER HUGHES COMPANY
+$217.3K
6,357
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$216.9K
1,372
建仓
FFBC
FIRST FINL BANCORP OH
+$216.3K
9,109
建仓
—
SPIRIT RLTY CAP INC NEW
+$215.6K
4,934
减持
—
ACCENTURE PLC IRELAND
-$211.3K
7,351
-19%
建仓
GGG
GRACO INC
+$211.3K
2,435
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$210.8K
5,000
建仓
—
LAM RESEARCH CORP
+$210.7K
269
清仓
CI
THE CIGNA GROUP
-$208.4K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$207.9K
0
-100%
清仓
EOG
EOG RES INC
-$207.1K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$206.6K
0
-100%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$206.6K
1,838
