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Henrickson Nauta Wealth Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Henrickson Nauta Wealth Advisors, Inc.
报告期 2026-03-31 · CIK 0001903859
持仓数
106
前50大市值合计
$339.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 120 项
建仓 26
增持 92
减持 1
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$98.6M
4,365,195
+115%
增持
DFIC
DIMENSIONAL ETF TRUST
+$53.7M
2,499,134
+140%
增持
DFAT
DIMENSIONAL ETF TRUST
+$26.2M
712,009
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。
+134%
增持
AVUS
AMERICAN CENTY ETF TR
+$23.3M
390,002
+98%
增持
AVDE
AMERICAN CENTY ETF TR
+$20.9M
466,866
+100%
增持
DISV
DIMENSIONAL ETF TRUST
+$20.2M
867,166
+133%
增持
DFEM
DIMENSIONAL ETF TRUST
+$18.8M
911,656
+134%
增持
AVDV
AMERICAN CENTY ETF TR
+$15.0M
294,787
+96%
减持
UFPI
UFP INDUSTRIES INC
-$12.5M
51,381
-72%
增持
AVUV
AMERICAN CENTY ETF TR
+$11.7M
208,549
+98%
增持
AVEM
AMERICAN CENTY ETF TR
+$11.0M
257,557
+100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$8.4M
468,608
+100%
增持
DFGR
DIMENSIONAL ETF TRUST
+$5.3M
343,760
+147%
增持
DFIP
DIMENSIONAL ETF TRUST
+$4.6M
183,849
+153%
增持
ITW
ILLINOIS TOOL WKS INC
+$4.4M
35,980
+99%
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
11,344
+91%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.0M
125,538
+97%
增持
DFSI
DIMENSIONAL ETF TRUST
+$2.2M
91,744
+105%
增持
IVV
ISHARES TR
+$1.5M
4,441
+91%
增持
EFA
ISHARES TR
+$1.5M
29,264
+100%
增持
AVSD
AMERICAN CENTY ETF TR
+$1.4M
34,020
+100%
增持
IVW
ISHARES TR
+$1.3M
21,158
+97%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.3M
53,866
+108%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
11,807
+134%
增持
IWB
ISHARES TR
+$1.1M
5,732
+100%
增持
MSFT
MICROSOFT CORP
+$1.1M
6,056
+75%
增持
EWC
ISHARES INC
+$1.0M
34,429
+100%
增持
EWU
ISHARES TR
+$974.4K
40,492
+100%
增持
IJR
ISHARES TR
+$948.9K
14,530
+100%
增持
IWF
ISHARES TR
+$934.7K
3,870
+100%
增持
GILD
GILEAD SCIENCES INC
+$931.5K
14,125
+100%
增持
GOOGL
ALPHABET INC
+$878.1K
5,722
+51%
增持
DFSE
DIMENSIONAL ETF TRUST
+$869.4K
38,106
+104%
增持
JPM
JPMORGAN CHASE & CO.
+$811.0K
5,702
+64%
增持
AAPL
APPLE INC
+$788.6K
7,805
+58%
增持
SHY
ISHARES TR
+$694.4K
16,748
+100%
增持
GOOG
ALPHABET INC
+$684.4K
3,842
+79%
增持
URA
GLOBAL X FDS
+$656.9K
25,724
+100%
增持
KLAC
KLA CORP
+$652.2K
1,017
+43%
增持
META
META PLATFORMS INC
+$605.0K
2,540
+74%
增持
MPC
MARATHON PETE CORP
+$564.0K
8,319
+88%
增持
IEFA
ISHARES TR
+$548.6K
11,452
+100%
增持
ACWI
ISHARES TR
+$545.4K
7,496
+93%
增持
IVE
ISHARES TR
+$541.0K
7,558
+43%
增持
AVSU
AMERICAN CENTY ETF TR
+$505.4K
12,182
+100%
建仓
LLY
ELI LILLY & CO
+$492.0K
462
增持
STIP
ISHARES TR
+$491.3K
9,864
+96%
增持
EWL
ISHARES INC
+$472.8K
14,356
+100%
增持
GLD
SPDR GOLD TR
+$444.3K
2,826
+39%
增持
AVRE
AMERICAN CENTY ETF TR
+$433.7K
24,774
+69%
增持
QQQ
INVESCO QQQ TR
+$422.9K
1,326
+97%
建仓
AVGE
AMERICAN CENTY ETF TR
+$416.7K
4,718
增持
SYK
STRYKER CORPORATION
+$400.4K
2,638
+72%
增持
DVY
ISHARES TR
+$397.5K
5,426
+98%
建仓
VLO
VALERO ENERGY CORP
+$385.1K
2,160
建仓
REET
ISHARES TR
+$364.0K
14,462
增持
EWG
ISHARES INC
+$350.8K
15,714
+100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$349.7K
10,230
+100%
增持
AMZN
AMAZON COM INC
+$342.1K
2,897
+79%
增持
JNJ
JOHNSON & JOHNSON
+$338.7K
3,268
+83%
增持
APD
AIR PRODS & CHEMS INC
+$336.2K
2,759
+100%
建仓
CVS
CVS HEALTH CORP
+$331.5K
4,108
建仓
XSD
SPDR SERIES TRUST
+$326.4K
937
增持
SUB
ISHARES TR
+$314.0K
5,624
+109%
建仓
DIS
DISNEY WALT CO
+$311.3K
2,717
建仓
—
CHUBB LIMITED
+$309.3K
1,000
建仓
PSX
PHILLIPS 66
+$307.1K
2,247
增持
VO
VANGUARD INDEX FDS
+$288.8K
1,900
+100%
增持
FITB
FIFTH THIRD BANCORP
+$287.5K
10,890
+91%
建仓
IJJ
ISHARES TR
+$284.6K
2,086
增持
OKE
ONEOK INC NEW
+$280.9K
8,173
+100%
建仓
MS
MORGAN STANLEY
+$278.4K
1,483
增持
VTV
VANGUARD INDEX FDS
+$273.1K
2,642
+102%
建仓
WFC
WELLS FARGO CO NEW
+$269.1K
2,792
建仓
PFE
PFIZER INC
+$265.8K
10,451
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$264.3K
8,188
+125%
增持
VUG
VANGUARD INDEX FDS
+$261.1K
1,180
+79%
增持
TJX
TJX COS INC NEW
+$260.5K
3,360
+89%
增持
PH
PARKER-HANNIFIN CORP
+$260.0K
538
+70%
增持
EWD
ISHARES INC
+$254.8K
9,613
+100%
建仓
NLR
VANECK ETF TRUST
+$251.6K
1,814
建仓
ABT
ABBOTT LABS
+$250.8K
1,963
增持
TRV
TRAVELERS COMPANIES INC
+$246.4K
2,272
+58%
增持
MOAT
VANECK ETF TRUST
+$245.3K
5,631
+58%
增持
—
EXXON MOBIL CORP
+$242.6K
3,946
+89%
增持
—
ACCENTURE PLC IRELAND
+$242.0K
2,233
+47%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$241.8K
15,026
+100%
增持
AVGO
BROADCOM INC
+$238.3K
1,459
+83%
增持
IWP
ISHARES TR
+$237.9K
3,366
+100%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$237.3K
476
建仓
CL
COLGATE PALMOLIVE CO
+$237.0K
3,071
建仓
DFUV
DIMENSIONAL ETF TRUST
+$235.8K
4,894
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$235.6K
1,443
+103%
建仓
SCHW
SCHWAB CHARLES CORP
+$231.9K
2,238
增持
TSLA
TESLA INC
+$214.4K
979
+108%
建仓
CVX
CHEVRON CORP NEW
+$214.1K
1,368
建仓
IWM
ISHARES TR
+$213.1K
834
建仓
EDEN
ISHARES TR
+$213.1K
1,786
建仓
AEE
AMEREN CORP
+$212.2K
2,109
建仓
—
MEDTRONIC PLC
+$212.0K
2,113
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$210.0K
1,253
增持
PEP
PEPSICO INC
+$181.8K
3,419
+64%
增持
ABBV
ABBVIE INC
+$172.2K
1,710
+88%
增持
WMT
WALMART INC
+$165.9K
3,503
+54%
清仓
GIFT
GIFTIFY INC
-$159.8K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$147.3K
596
+44%
增持
PG
PROCTER AND GAMBLE CO
+$145.3K
2,773
+76%
增持
VTI
VANGUARD INDEX FDS
+$136.6K
1,387
+36%
增持
IWR
ISHARES TR
+$124.1K
3,695
+46%
增持
XLK
SELECT SECTOR SPDR TR
+$123.9K
2,719
+180%
增持
PKG
PACKAGING CORP AMER
+$109.8K
1,590
+53%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$105.3K
5,450
+19%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$104.4K
16,920
+44%
增持
TXN
TEXAS INSTRS INC
+$104.3K
1,786
+37%
增持
CMS
CMS ENERGY CORP
+$98.2K
5,047
+44%
增持
ORCL
ORACLE CORP
-$89.8K
4,202
+31%
建仓
—
ADC THERAPEUTICS SA
+$68.7K
19,411
增持
—
OXBRIDGE RE HLDGS LTD
+$62.5K
137,400
+100%
增持
HD
HOME DEPOT INC
+$33.8K
680
+35%
增持
TSCO
TRACTOR SUPPLY CO
-$10.1K
5,992
+9%
