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WorthPointe, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WorthPointe, LLC

报告期 2026-03-31 · CIK 0001921448

持仓数

118

前50大市值合计

$337.2M

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 21Q4

24Q1 调仓2023-12-31 → 2024-03-31 · 共 81 项建仓 15增持 19减持 25清仓 22

方向

标的

Δ市值

现股数(环比)

减持

DFAC DIMENSIONAL ETF TRUST

+$5.8M

2,216,342 -0%

清仓

IBD NORTHERN LTS FD TR IV

-$2.6M

0 -100%

清仓

ACVF ETF OPPORTUNITIES TRUST

-$2.6M

0 -100%

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

AVUS AMERICAN CENTY ETF TR

+$2.3M

225,258 +3%

清仓

VBND ETF SER SOLUTIONS

-$2.2M

0 -100%

减持

DFUV DIMENSIONAL ETF TRUST

+$2.1M

588,952 -0%

清仓

BIBL NORTHERN LTS FD TR IV

-$1.4M

0 -100%

清仓

ISMD NORTHERN LTS FD TR IV

-$1.1M

0 -100%

清仓

WWJD NORTHERN LTS FD TR IV

-$1.0M

0 -100%

建仓

ITA ISHARES TR

+$986.8K

7,480

清仓

XLC SELECT SECTOR SPDR TR

-$890.8K

0 -100%

建仓

XLF SELECT SECTOR SPDR TR

+$863.8K

20,507

清仓

HDV ISHARES TR

-$802.2K

0 -100%

增持

— EXXON MOBIL CORP

+$779.9K

27,918 +13%

建仓

XLK SELECT SECTOR SPDR TR

+$774.3K

3,718

增持

AVDE AMERICAN CENTY ETF TR

+$741.5K

132,631 +4%

清仓

TPSC TIMOTHY PLAN

-$676.3K

0 -100%

清仓

TPIF TIMOTHY PLAN

-$658.3K

0 -100%

增持

PFEB INNOVATOR ETFS TRUST

+$554.0K

64,488 +28%

清仓

TPHD TIMOTHY PLAN

-$535.0K

0 -100%

清仓

VTI VANGUARD INDEX FDS

-$534.2K

0 -100%

建仓

IJAN INNOVATOR ETFS TRUST

+$531.6K

16,993

增持

PJAN INNOVATOR ETFS TRUST

+$498.2K

36,817 +46%

建仓

KJAN INNOVATOR ETFS TRUST

+$457.7K

12,940

减持

DFAS DIMENSIONAL ETF TRUST

+$423.9K

161,526 -0%

减持

AAPL APPLE INC

-$396.1K

16,321 -2%

建仓

NVDA NVIDIA CORPORATION

+$375.0K

415

清仓

VIDI ETF SER SOLUTIONS

-$353.6K

0 -100%

减持

AVRE AMERICAN CENTY ETF TR

-$324.8K

250,719 -1%

减持

PJUL INNOVATOR ETFS TRUST

-$305.7K

57,814 -16%

建仓

UJAN INNOVATOR ETFS TRUST

+$298.5K

8,269

清仓

PPTY ETF SER SOLUTIONS

-$297.1K

0 -100%

增持

AVEM AMERICAN CENTY ETF TR

+$281.9K

51,985 +7%

增持

VNQ VANGUARD INDEX FDS

+$276.7K

5,615 +138%

建仓

DFAR DIMENSIONAL ETF TRUST

+$269.0K

12,026

减持

IJUL INNOVATOR ETFS TRUST

-$247.5K

45,835 -19%

建仓

GBTC GRAYSCALE BITCOIN TR BTC

+$235.1K

3,722

清仓

— ASML HOLDING N V

-$233.9K

0 -100%

清仓

SHEL SHELL PLC

-$233.3K

0 -100%

清仓

TD TORONTO DOMINION BK ONT

-$229.9K

0 -100%

建仓

MRK MERCK & CO INC

+$223.6K

1,694

减持

VXUS VANGUARD STAR FDS

-$221.5K

4,664 -46%

清仓

VUG VANGUARD INDEX FDS

-$221.3K

0 -100%

建仓

AVGO BROADCOM INC

+$220.4K

166

减持

KJUL INNOVATOR ETFS TRUST

-$220.2K

24,080 -27%

建仓

HD HOME DEPOT INC

+$218.5K

570

建仓

ORCL ORACLE CORP

+$212.9K

1,695

清仓

BHP BHP GROUP LTD

-$207.6K

0 -100%

建仓

MSMR ETF SER SOLUTIONS

+$207.2K

7,441

建仓

XBJL INNOVATOR ETFS TRUST

+$204.9K

6,463

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$195.8K

2,885 -49%

增持

PAPR INNOVATOR ETFS TRUST

+$173.2K

37,606 +13%

减持

AVUV AMERICAN CENTY ETF TR

+$152.2K

39,229 -0%

减持

SPY SPDR S&P 500 ETF TR

+$149.6K

21,183 -8%

减持

JPM JPMORGAN CHASE & CO

-$112.2K

1,171 -43%

增持

AMZN AMAZON COM INC

+$106.4K

3,298 +3%

减持

MSFT MICROSOFT CORP

+$105.6K

2,826 -2%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$98.2K

4,675 -17%

减持

IWM ISHARES TR

-$93.7K

1,899 -23%

减持

META META PLATFORMS INC

+$92.1K

705 -0%

减持

EJUL INNOVATOR ETFS TRUST

-$88.3K

16,072 -19%

清仓

MUFG MITSUBISHI UFJ FINL GROUP IN

-$86.6K

0 -100%

增持

XBAP INNOVATOR ETFS TRUST

+$81.5K

41,391 +4%

减持

DFAT DIMENSIONAL ETF TRUST

+$74.3K

48,130 -1%

减持

DFUS DIMENSIONAL ETF TRUST

+$69.6K

18,090 -2%

清仓

SAN BANCO SANTANDER S.A.

-$63.1K

0 -100%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$59.3K

699 +6%

增持

IVV ISHARES TR

+$56.3K

812 +5%

增持

ZHDG TIDAL ETF TR

+$49.1K

20,404 +7%

增持

CVX CHEVRON CORP NEW

+$47.9K

5,143 +1%

减持

QQQ INVESCO QQQ TR

+$45.5K

2,661 -4%

清仓

LYG LLOYDS BANKING GROUP PLC

-$30.9K

0 -100%

减持

PMAR INNOVATOR ETFS TRUST

+$24.4K

32,049 -1%

增持

IJH ISHARES TR

-$24.3K

3,711 +312%

增持

DFSD DIMENSIONAL ETF TRUST

+$22.5K

6,842 +7%

增持

GOOG ALPHABET INC

+$21.7K

1,756 +1%

减持

EFA ISHARES TR

-$16.5K

3,268 -11%

减持

PMAY INNOVATOR ETFS TRUST

+$9.3K

13,587 -1%

减持

AVDV AMERICAN CENTY ETF TR

+$9.0K

14,752 -4%

增持

WMT WALMART INC

+$7.9K

4,914 +169%

增持

DFGR DIMENSIONAL ETF TRUST

-$2.0K

20,949 +1%