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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 128 项
建仓 9
增持 5
减持 92
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
-$87.4M
2,299,117
-47%
减持
DFIC
DIMENSIONAL ETF TRUST
-$40.2M
1,341,057
-46%
减持
AVUS
AMERICAN CENTY ETF TR
-$22.9M
195,625
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。
-50%
减持
DFAT
DIMENSIONAL ETF TRUST
-$20.6M
373,958
-47%
减持
AVDE
AMERICAN CENTY ETF TR
-$19.4M
234,645
-50%
减持
DISV
DIMENSIONAL ETF TRUST
-$15.6M
453,448
-48%
减持
DFEM
DIMENSIONAL ETF TRUST
-$14.2M
495,857
-46%
减持
AVDV
AMERICAN CENTY ETF TR
-$13.5M
148,675
-50%
减持
AVUV
AMERICAN CENTY ETF TR
-$10.7M
103,367
-50%
减持
AVEM
AMERICAN CENTY ETF TR
-$10.0M
132,225
-49%
减持
DFAX
DIMENSIONAL ETF TRUST
-$7.8M
232,288
-50%
减持
ITW
ILLINOIS TOOL WKS INC
-$4.4M
18,025
-50%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$4.0M
5,883
-48%
减持
DFGR
DIMENSIONAL ETF TRUST
-$3.5M
214,005
-38%
减持
DFIP
DIMENSIONAL ETF TRUST
-$3.1M
110,231
-40%
减持
DFSD
DIMENSIONAL ETF TRUST
-$3.0M
62,294
-50%
减持
UFPI
UFP INDUSTRIES INC
-$2.7M
23,518
-54%
减持
DFSI
DIMENSIONAL ETF TRUST
-$2.0M
46,669
-49%
减持
MSFT
MICROSOFT CORP
-$1.5M
3,897
-36%
减持
EFA
ISHARES TR
-$1.5M
14,632
-50%
减持
IVW
ISHARES TR
-$1.4M
10,499
-50%
减持
AVSD
AMERICAN CENTY ETF TR
-$1.3M
17,010
-50%
减持
DFSU
DIMENSIONAL ETF TRUST
-$1.2M
29,961
-44%
减持
IWB
ISHARES TR
-$1.2M
2,866
-50%
减持
IWF
ISHARES TR
-$1.0M
1,935
-50%
减持
EWC
ISHARES INC
-$938.4K
17,215
-50%
减持
IJR
ISHARES TR
-$909.1K
7,265
-50%
减持
EWU
ISHARES TR
-$901.8K
20,246
-50%
减持
JPM
JPMORGAN CHASE & CO
-$877.6K
3,502
-39%
减持
IVE
ISHARES TR
-$843.3K
3,748
-50%
减持
META
META PLATFORMS INC
-$808.3K
1,520
-40%
减持
DFSE
DIMENSIONAL ETF TRUST
-$778.4K
20,278
-47%
减持
GILD
GILEAD SCIENCES INC
-$723.0K
7,112
-50%
建仓
PAVE
GLOBAL X FDS
+$713.7K
14,042
减持
SHY
ISHARES TR
-$697.7K
8,365
-50%
减持
AAPL
APPLE INC
-$686.9K
5,362
-31%
减持
NVDA
NVIDIA CORPORATION
-$680.6K
8,774
-26%
减持
GOOGL
ALPHABET INC
-$676.4K
3,902
-32%
减持
URA
GLOBAL X FDS
-$647.1K
12,862
-50%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$591.2K
0
-100%
减持
ACWI
ISHARES TR
-$563.4K
3,748
-50%
减持
GOOG
ALPHABET INC
-$542.1K
2,323
-40%
减持
AVRE
AMERICAN CENTY ETF TR
-$541.1K
12,387
-50%
减持
IEFA
ISHARES TR
-$530.2K
5,726
-50%
减持
KLAC
KLA CORP
-$519.7K
610
-40%
减持
AVSU
AMERICAN CENTY ETF TR
-$503.2K
6,091
-50%
减持
STIP
ISHARES TR
-$500.8K
4,932
-50%
减持
ORCL
ORACLE CORP
-$480.4K
2,268
-46%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$473.4K
9,335
减持
GLD
SPDR GOLD TR
-$466.6K
1,629
-42%
减持
SYK
STRYKER CORPORATION
-$459.4K
1,544
-41%
减持
EWL
ISHARES INC
-$447.1K
7,178
-50%
减持
IVV
ISHARES TR
-$437.2K
4,055
-9%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$436.4K
0
-100%
减持
DVY
ISHARES TR
-$376.3K
2,713
-50%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$370.0K
3,373
清仓
IWR
ISHARES TR
-$368.9K
0
-100%
减持
EWG
ISHARES INC
-$366.1K
7,857
-50%
清仓
REET
ISHARES TR
-$364.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$341.7K
1,385
-38%
减持
MPC
MARATHON PETE CORP
-$333.9K
4,438
-47%
清仓
CVS
CVS HEALTH CORP
-$331.5K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$328.4K
5,115
-50%
减持
VUG
VANGUARD INDEX FDS
-$320.8K
590
-50%
减持
APD
AIR PRODUCTS AND CHEMICALS I
-$313.7K
1,374
-50%
清仓
DIS
DISNEY WALT CO
-$311.3K
0
-100%
建仓
XAR
SPDR SERIES TRUST
+$311.0K
1,224
减持
SUB
ISHARES TR
-$301.7K
2,812
-50%
减持
FITB
FIFTH THIRD BANCORP
-$300.7K
5,196
-52%
建仓
DFCA
DIMENSIONAL ETF TRUST
+$297.6K
5,970
减持
VO
VANGUARD INDEX FDS
-$296.0K
950
-50%
清仓
IJJ
ISHARES TR
-$284.6K
0
-100%
建仓
VCR
VANGUARD WORLD FD
+$281.6K
784
建仓
IWY
ISHARES TR
+$279.5K
1,122
清仓
MS
MORGAN STANLEY
-$278.4K
0
-100%
建仓
MUB
ISHARES TR
+$277.9K
2,618
清仓
WFC
WELLS FARGO CO NEW
-$269.1K
0
-100%
清仓
PFE
PFIZER INC
-$265.8K
0
-100%
减持
IWP
ISHARES TR
-$261.9K
1,683
-50%
减持
VTV
VANGUARD INDEX FDS
-$261.6K
1,310
-50%
减持
AMZN
AMAZON COM INC
-$258.6K
2,109
-27%
减持
MOAT
VANECK ETF TRUST
-$253.9K
3,553
-37%
清仓
NLR
VANECK ETF TRUST
-$251.6K
0
-100%
清仓
ABT
ABBOTT LABS
-$250.8K
0
-100%
减持
EWD
ISHARES INC
-$247.5K
4,807
-50%
减持
PH
PARKER-HANNIFIN CORP
-$246.2K
283
-47%
清仓
HD
HOME DEPOT INC
-$237.3K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$237.0K
0
-100%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$235.8K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$231.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$226.8K
1,810
-45%
减持
AVGE
AMERICAN CENTY ETF TR
-$214.9K
2,293
-51%
减持
TJX
TJX COS INC NEW
-$214.4K
1,895
-44%
清仓
CVX
CHEVRON CORP NEW
-$214.1K
0
-100%
清仓
IWM
ISHARES TR
-$213.1K
0
-100%
清仓
EDEN
ISHARES TR
-$213.1K
0
-100%
清仓
AEE
AMEREN CORP
-$212.2K
0
-100%
清仓
—
MEDTRONIC PLC
-$212.0K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
-$210.7K
1,499
-34%
减持
VTI
VANGUARD INDEX FDS
-$200.9K
849
-39%
减持
OKE
ONEOK INC NEW
-$197.5K
4,223
-48%
减持
LLY
ELI LILLY & CO
-$195.7K
322
-30%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$192.5K
7,513
-50%
减持
ABBV
ABBVIE INC
-$181.5K
927
-46%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$151.2K
10,005
-41%
减持
PG
PROCTER & GAMBLE CO
-$143.1K
1,695
-39%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$143.0K
2,130
+70%
减持
PEP
PEPSICO INC
-$142.7K
2,140
-37%
建仓
GIFT
GIFTIFY INC
+$142.4K
142,398
减持
PKG
PACKAGING CORP AMER
-$122.3K
1,010
-36%
减持
TSLA
TESLA INC
-$115.3K
830
-15%
减持
AVGO
BROADCOM INC
-$109.1K
1,268
-13%
减持
—
OXBRIDGE RE HLDGS LTD
-$105.5K
67,780
-51%
减持
VLO
VALERO ENERGY CORP
-$101.2K
1,149
-47%
减持
CMS
CMS ENERGY CORP
-$97.0K
3,328
-34%
减持
—
CHUBB LTD SWITZ
-$89.0K
674
-33%
减持
TXN
TEXAS INSTRS INC
-$77.5K
1,368
-23%
减持
—
EXXON MOBIL CORP
-$74.2K
2,378
-40%
清仓
—
ADC THERAPEUTICS SA
-$68.7K
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$62.4K
5,277
-12%
减持
PSX
PHILLIPS 66
-$57.6K
1,369
-39%
减持
XLK
SELECT SECTOR SPDR TR
-$54.3K
2,580
-5%
减持
WMT
WALMART INC
-$53.4K
2,788
-20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$30.4K
432
-9%
增持
VGT
VANGUARD WORLD FD
+$29.2K
694
+16%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$5.9K
5,814
+7%
增持
XSD
SPDR SERIES TRUST
+$5.0K
1,015
+8%
增持
QQQ
INVESCO QQQ TR
+$3.0K
1,435
+8%
