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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 125 项
建仓 35
增持 49
减持 34
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPTS
SPDR SERIES TRUST
+$12.7M
536,887
+426%
增持
SCHR
SCHWAB STRATEGIC TR
+$10.4M
459,503
+894%
建仓
IBD
NORTHERN LTS FD TR IV
+$7.6M
312,296
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
DFSD
DIMENSIONAL ETF TRUST
+$5.6M
168,367
+226%
建仓
ACVF
ETF OPPORTUNITIES TRUST
+$4.7M
95,883
增持
FLOT
ISHARES TR
+$4.6M
103,955
+714%
增持
DCOR
DIMENSIONAL ETF TRUST
+$4.5M
86,370
+237%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.5M
148,895
+390%
建仓
WWJD
NORTHERN LTS FD TR IV
+$3.9M
107,878
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.3M
189,189
+93%
增持
SCHO
SCHWAB STRATEGIC TR
+$3.2M
140,175
+1415%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.1M
99,385
+103%
建仓
TPHD
TIMOTHY PLAN
+$2.7M
69,501
建仓
SPYM
SPDR SERIES TRUST
+$2.6M
32,538
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.4M
565,215
+6%
建仓
BIBL
NORTHERN LTS FD TR IV
+$2.4M
53,179
建仓
PTL
NORTHERN LTS FD TR IV
+$2.2M
8,817
建仓
ISMD
NORTHERN LTS FD TR IV
+$2.1M
54,968
建仓
SGOL
ETFS GOLD TR
+$2.0M
49,593
建仓
TPIF
TIMOTHY PLAN
+$2.0M
58,493
建仓
VBND
ETF SER SOLUTIONS
+$1.8M
41,360
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.8M
76,817
+237%
建仓
VIDI
ETF SER SOLUTIONS
+$1.8M
53,026
建仓
TPSC
TIMOTHY PLAN
+$1.7M
42,038
建仓
IWM
ISHARES TR
+$1.7M
6,999
建仓
FLIA
FRANKLIN TEMPLETON ETF TR
+$1.7M
84,983
增持
AVUS
AMERICAN CENTY ETF TR
+$1.5M
269,325
+2%
建仓
IBB
ISHARES TR
+$1.4M
8,440
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.4M
60,469
+201%
清仓
SGOV
ISHARES TR
-$1.3M
0
-100%
清仓
ITA
ISHARES TR
-$1.3M
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
30,788
+115%
建仓
SMMD
ISHARES TR
+$1.2M
16,361
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
17,891
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.1M
43,373
+369%
清仓
XLK
SELECT SECTOR SPDR TR
-$965.7K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
+$956.4K
1,723,318
-1%
建仓
DEHP
DIMENSIONAL ETF TRUST
+$953.7K
29,574
建仓
XLY
SELECT SECTOR SPDR TR
+$950.7K
7,962
增持
SFLR
INNOVATOR ETFS TRUST
+$932.5K
49,608
+99%
清仓
XLI
SELECT SECTOR SPDR TR
-$910.1K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$799.2K
154,694
+6%
增持
AVDV
AMERICAN CENTY ETF TR
+$776.1K
24,112
+44%
增持
DFGR
DIMENSIONAL ETF TRUST
+$694.0K
40,398
+196%
增持
AVUV
AMERICAN CENTY ETF TR
+$664.4K
60,434
+9%
减持
POCT
INNOVATOR ETFS TRUST
-$636.8K
24,387
-38%
减持
QQQ
INVESCO QQQ TR
-$573.0K
4,156
-20%
增持
NVDA
NVIDIA CORPORATION
+$488.0K
8,682
+43%
减持
AVRE
AMERICAN CENTY ETF TR
-$483.6K
228,326
-3%
增持
SCHE
SCHWAB STRATEGIC TR
+$480.3K
27,875
+115%
建仓
AVIV
AMERICAN CENTY ETF TR
+$476.0K
6,682
建仓
DFLV
DIMENSIONAL ETF TRUST
+$473.9K
13,852
减持
GBF
ISHARES TR
-$465.6K
6,409
-41%
建仓
IFLR
INNOVATOR ETFS TRUST
+$458.5K
9,084
建仓
AVDS
AMERICAN CENTY ETF TR
+$438.4K
6,280
增持
GLD
SPDR GOLD TR
+$381.3K
6,298
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$363.6K
7,338
-9%
建仓
AVES
AMERICAN CENTY ETF TR
+$335.9K
5,761
减持
VOO
VANGUARD INDEX FDS
+$321.4K
27,673
-1%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$321.0K
6,433
建仓
LLY
ELI LILLY & CO
+$319.2K
297
增持
TSLA
TESLA INC
+$316.8K
1,453
+92%
增持
AAPL
APPLE INC
+$315.9K
11,834
+4%
建仓
BSVO
EA SERIES TRUST
+$314.9K
13,516
减持
AVDE
AMERICAN CENTY ETF TR
-$307.0K
141,554
-7%
增持
MU
MICRON TECHNOLOGY INC
+$301.9K
1,835
+38%
建仓
VNQ
VANGUARD INDEX FDS
+$287.5K
3,249
增持
AVGO
BROADCOM INC
+$286.5K
1,596
+98%
增持
—
EXXON MOBIL CORP
+$282.4K
28,961
+2%
增持
ZHDG
TIDAL TRUST I
+$263.5K
31,905
+58%
建仓
VUG
VANGUARD INDEX FDS
+$259.1K
531
建仓
PPTY
ETF SER SOLUTIONS
+$250.8K
8,329
清仓
JAJL
INNOVATOR ETFS TRUST
-$237.8K
0
-100%
清仓
APOC
INNOVATOR ETFS TRUST
-$234.2K
0
-100%
建仓
DXUV
DIMENSIONAL ETF TRUST
+$233.1K
3,900
建仓
AIQ
GLOBAL X FDS
+$230.1K
4,525
建仓
MA
MASTERCARD INCORPORATED
+$216.9K
380
建仓
SCHJ
SCHWAB STRATEGIC TR
+$212.4K
8,532
减持
IVV
ISHARES TR
-$211.2K
402
-45%
清仓
EFA
ISHARES TR
-$207.8K
0
-100%
增持
IJAN
INNOVATOR ETFS TRUST
+$192.9K
24,417
+25%
增持
MSMR
ETF SER SOLUTIONS
+$191.4K
43,950
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$153.2K
1,467
+45%
减持
DFAR
DIMENSIONAL ETF TRUST
-$130.8K
16,305
-23%
减持
UOCT
INNOVATOR ETFS TRUST
-$124.7K
12,654
-21%
增持
EJAN
INNOVATOR ETFS TRUST
+$121.4K
10,761
+48%
减持
GOOGL
ALPHABET INC
+$119.9K
1,827
-2%
减持
USEP
INNOVATOR ETFS TRUST
-$119.2K
6,622
-33%
减持
UNOV
INNOVATOR ETFS TRUST
-$113.8K
6,591
-32%
增持
WMT
WALMART INC
+$93.1K
4,810
+12%
减持
GOOG
ALPHABET INC
+$90.5K
1,909
-9%
增持
ORCL
ORACLE CORP
-$88.2K
1,976
+17%
增持
EJUL
INNOVATOR ETFS TRUST
+$87.8K
17,775
+17%
减持
AVEM
AMERICAN CENTY ETF TR
+$72.6K
57,439
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$68.8K
867
+19%
增持
AMZN
AMAZON COM INC
+$65.0K
3,438
+4%
减持
PJAN
INNOVATOR ETFS TRUST
+$63.2K
52,110
-0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$62.3K
6,941
+25%
减持
PSEP
INNOVATOR ETFS TRUST
-$60.8K
5,080
-23%
增持
HD
HOME DEPOT INC
+$57.1K
1,008
+41%
增持
META
META PLATFORMS INC
+$50.2K
857
+22%
增持
TD
TORONTO DOMINION BK ONT
+$47.3K
3,101
+1%
减持
ZSEP
INNOVATOR ETFS TRUST
-$40.8K
14,681
-10%
增持
CVX
CHEVRON CORP NEW
+$32.1K
5,587
+6%
增持
ITOT
ISHARES TR
+$31.6K
3,600
+4%
减持
PFEB
INNOVATOR ETFS TRUST
+$30.1K
43,446
-1%
减持
PMAR
INNOVATOR ETFS TRUST
+$27.7K
30,564
-0%
减持
IJH
ISHARES TR
+$25.5K
38,598
-0%
减持
IOCT
INNOVATOR ETFS TRUST
-$23.0K
6,660
-11%
增持
VXUS
VANGUARD STAR FDS
+$22.2K
5,180
+3%
减持
PJUL
INNOVATOR ETFS TRUST
-$20.9K
53,220
-3%
减持
XBAP
INNOVATOR ETFS TRUST
+$16.4K
26,294
-0%
减持
KJAN
INNOVATOR ETFS TRUST
+$16.1K
17,090
-0%
减持
ISCF
ISHARES TR
-$11.9K
9,123
-4%
增持
GE
GE AEROSPACE
+$11.3K
733
+3%
减持
SPMD
SPDR SERIES TRUST
+$9.4K
15,359
-0%
增持
XLRE
SELECT SECTOR SPDR TR
-$8.3K
6,601
+1%
减持
KAPR
INNOVATOR ETFS TRUST
+$7.9K
9,160
-0%
减持
HCA
HCA HEALTHCARE INC
+$5.2K
495
-7%
增持
AFL
AFLAC INC
+$5.2K
1,909
+4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.0K
2,018
-7%
减持
SCHW
SCHWAB CHARLES CORP
+$4.2K
2,217
-3%
减持
PNOV
INNOVATOR ETFS TRUST
-$3.3K
9,525
-3%
减持
BALT
INNOVATOR ETFS TRUST
+$3.3K
7,601
-1%
增持
MSFT
MICROSOFT CORP
-$1.8K
2,715
+7%
