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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 129 项
建仓 7
增持 33
减持 66
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$6.1M
113,407
+249%
减持
AVUS
AMERICAN CENTY ETF TR
-$4.9M
226,547
-16%
增持
SPTS
SPDR SERIES TRUST
+$4.7M
698,778
+30%
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
DUHP
DIMENSIONAL ETF TRUST
+$3.4M
245,517
+65%
减持
VOO
VANGUARD INDEX FDS
-$3.2M
23,651
-15%
建仓
SHY
ISHARES TR
+$2.8M
33,730
增持
SMMD
ISHARES TR
+$2.7M
51,841
+217%
减持
IBD
NORTHERN LTS FD TR IV
-$2.6M
206,967
-34%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.4M
217,823
+29%
增持
SCHR
SCHWAB STRATEGIC TR
+$2.3M
556,731
+21%
增持
FLOT
ISHARES TR
+$2.3M
149,722
+44%
减持
QQQ
INVESCO QQQ TR
-$2.3M
460
-89%
减持
AVDE
AMERICAN CENTY ETF TR
-$2.3M
110,820
-22%
减持
PJAN
INNOVATOR ETFS TRUST
-$2.2M
6,288
-88%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.1M
50,033
+180%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.5M
1,717,802
-0%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.4M
81,917
-42%
清仓
PMAR
INNOVATOR ETFS TRUST
-$1.4M
0
-100%
减持
PFEB
INNOVATOR ETFS TRUST
-$1.4M
9,935
-77%
减持
PAPR
INNOVATOR ETFS TRUST
-$1.4M
11,268
-76%
减持
AVRE
AMERICAN CENTY ETF TR
-$1.3M
195,180
-15%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.3M
14,248
-54%
减持
WWJD
NORTHERN LTS FD TR IV
-$1.3M
71,656
-34%
减持
IWM
ISHARES TR
-$1.1M
2,324
-67%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.1M
519,954
-8%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.1M
61,540
+121%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
65,769
+9%
减持
ACVF
ETF OPPORTUNITIES TRUST
-$1.1M
76,795
-20%
增持
SFLR
INNOVATOR ETFS TRUST
+$1.1M
81,620
+65%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.0M
33,094
+37%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.0M
74,496
+72%
清仓
XLY
SELECT SECTOR SPDR TR
-$950.7K
0
-100%
清仓
IJAN
INNOVATOR ETFS TRUST
-$882.9K
0
-100%
减持
TPHD
TIMOTHY PLAN
-$882.6K
43,406
-38%
减持
PTL
NORTHERN LTS FD TR IV
-$869.2K
5,265
-40%
增持
GLD
SPDR GOLD TR
+$839.6K
7,752
+23%
减持
POCT
INNOVATOR ETFS TRUST
-$818.4K
5,862
-76%
减持
DFAT
DIMENSIONAL ETF TRUST
-$804.4K
81,873
-18%
减持
XBAP
INNOVATOR ETFS TRUST
-$762.2K
6,503
-75%
减持
—
EXXON MOBIL CORP
+$742.8K
24,920
-14%
清仓
KJAN
INNOVATOR ETFS TRUST
-$707.9K
0
-100%
清仓
PJUN
INNOVATOR ETFS TRUST
-$682.1K
0
-100%
建仓
SGOV
ISHARES TR
+$678.4K
6,740
建仓
IHE
ISHARES TR
+$666.0K
7,683
减持
FLIA
FRANKLIN TEMPLETON ETF TR
-$663.3K
51,906
-39%
增持
AVES
AMERICAN CENTY ETF TR
+$660.9K
16,619
+188%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$614.7K
8,639
+18%
增持
IFLR
INNOVATOR ETFS TRUST
+$581.7K
20,641
+127%
减持
SGOL
ETFS GOLD TR
-$578.3K
32,699
-34%
减持
AVEM
AMERICAN CENTY ETF TR
-$570.1K
47,826
-17%
减持
IBB
ISHARES TR
-$554.8K
5,150
-39%
清仓
ITOT
ISHARES TR
-$535.3K
0
-100%
减持
TPIF
TIMOTHY PLAN
-$531.4K
41,542
-29%
减持
ISMD
NORTHERN LTS FD TR IV
-$514.2K
40,193
-27%
建仓
RFLR
INNOVATOR ETFS TRUST
+$513.3K
17,676
减持
TPSC
TIMOTHY PLAN
-$481.3K
29,713
-29%
减持
VIDI
ETF SER SOLUTIONS
-$470.0K
36,475
-31%
增持
DFIC
DIMENSIONAL ETF TRUST
+$445.8K
196,038
+4%
减持
MSFT
MICROSOFT CORP
-$421.4K
2,409
-11%
减持
PJUL
INNOVATOR ETFS TRUST
-$411.6K
44,801
-16%
清仓
PNOV
INNOVATOR ETFS TRUST
-$398.0K
0
-100%
减持
BIBL
NORTHERN LTS FD TR IV
-$397.3K
42,475
-20%
减持
AAPL
APPLE INC
-$354.4K
11,280
-5%
清仓
KAPR
INNOVATOR ETFS TRUST
-$321.8K
0
-100%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$321.0K
0
-100%
清仓
BSVO
EA SERIES TRUST
-$314.9K
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$292.1K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$287.5K
0
-100%
减持
CVX
CHEVRON CORPORATION
+$281.5K
5,476
-2%
建仓
FETH
FIDELITY ETHEREUM FD
+$281.0K
13,459
清仓
IAPR
INNOVATOR ETFS TRUST
-$280.7K
0
-100%
清仓
IVV
ISHARES TR
-$275.3K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$259.1K
0
-100%
清仓
XBJL
INNOVATOR ETFS TRUST
-$257.8K
0
-100%
清仓
ZFEB
INNOVATOR ETFS TRUST
-$255.0K
0
-100%
增持
DFEM
DIMENSIONAL ETF TRUST
+$254.5K
65,264
+8%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$254.4K
0
-100%
减持
WMT
WALMART INC
-$252.5K
2,280
-53%
减持
ZHDG
TIDAL TRUST I
-$251.7K
22,269
-30%
清仓
UNOV
INNOVATOR ETFS TRUST
-$250.8K
0
-100%
减持
IJH
ISHARES TR
-$243.1K
34,124
-12%
减持
NVDA
NVIDIA CORPORATION
-$236.2K
7,930
-9%
清仓
IOCT
INNOVATOR ETFS TRUST
-$232.2K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$216.9K
0
-100%
建仓
—
ASML HLDG NV
+$214.0K
162
清仓
SCHJ
SCHWAB STRATEGIC TR
-$212.4K
0
-100%
清仓
AFL
AFLAC INC
-$210.5K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$194.5K
77,654
+1%
减持
AVGO
BROADCOM INC
-$176.0K
1,216
-24%
减持
GBF
ISHARES TR
-$166.2K
4,846
-24%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$163.6K
568
-34%
建仓
FTCA
PUTNAM ETF TRUST
+$146.5K
20,130
增持
EJUL
INNOVATOR ETFS TRUST
+$139.8K
22,313
+26%
增持
VBND
ETF SER SOLUTIONS
+$132.7K
45,166
+9%
减持
TSLA
TESLA INC
-$126.7K
1,417
-2%
减持
ORCL
ORACLE CORP
-$122.4K
1,786
-10%
减持
DFAS
DIMENSIONAL ETF TRUST
-$122.2K
149,800
-3%
减持
JPM
JPMORGAN CHASE & CO
-$120.3K
1,198
-18%
减持
SPMD
SPDR SERIES TRUST
-$110.5K
13,154
-14%
增持
DEHP
DIMENSIONAL ETF TRUST
+$100.6K
31,204
+6%
增持
DFLV
DIMENSIONAL ETF TRUST
+$99.4K
16,053
+16%
减持
LLY
ELI LILLY & CO
-$85.6K
254
-14%
增持
AVIV
AMERICAN CENTY ETF TR
+$84.5K
7,490
+12%
减持
EJAN
INNOVATOR ETFS TRUST
-$84.1K
8,237
-23%
减持
GOOG
ALPHABET INC
-$77.5K
1,818
-5%
减持
MSMR
ETF SER SOLUTIONS
-$73.3K
42,257
-4%
增持
AVDS
AMERICAN CENTY ETF TR
+$72.5K
7,111
+13%
减持
HD
HOME DEPOT INC
-$70.3K
841
-17%
增持
META
META PLATFORMS INC
-$69.1K
868
+1%
减持
UOCT
INNOVATOR ETFS TRUST
-$64.3K
11,238
-11%
增持
AMZN
AMAZON COM INC
-$63.8K
3,504
+2%
减持
MU
MICRON TECHNOLOGY INC
+$63.8K
1,739
-5%
增持
DFGR
DIMENSIONAL ETF TRUST
+$59.7K
42,403
+5%
减持
GOOGL
ALPHABET INC
-$59.7K
1,781
-3%
减持
USEP
INNOVATOR ETFS TRUST
-$55.7K
5,296
-20%
减持
ISCF
ISHARES TR
-$53.4K
7,777
-15%
减持
PMAY
INNOVATOR ETFS TRUST
-$45.5K
10,716
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$38.3K
1,928
-4%
减持
XLRE
SELECT SECTOR SPDR TR
-$33.1K
5,714
-13%
减持
VXUS
VANGUARD STAR FDS
-$31.1K
4,665
-10%
增持
PPTY
ETF SER SOLUTIONS
+$21.6K
9,047
+9%
增持
DCOR
DIMENSIONAL ETF TRUST
-$19.7K
87,954
+2%
增持
GE
GE AEROSPACE
-$16.4K
738
+1%
增持
DXUV
DIMENSIONAL ETF TRUST
+$14.8K
4,177
+7%
减持
SCHW
SCHWAB CHARLES CORP
-$13.3K
2,215
-0%
减持
IJUL
INNOVATOR ETFS TRUST
-$10.7K
43,593
-1%
减持
KJUL
INNOVATOR ETFS TRUST
-$6.2K
25,159
-2%
减持
DFAI
DIMENSIONAL ETF TRUST
+$3.5K
6,881
-1%
减持
HCA
HCA HEALTHCARE INC
+$316
489
-1%
