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Ruedi Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ruedi Wealth Management, Inc.
报告期 2026-03-31 · CIK 0001940678
持仓数
58
前50大市值合计
$386.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 132 项
建仓 42
增持 46
减持 25
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.1M
1,960,188
+9%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.0M
277,371
+18%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.1M
364,635
+8%
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
DFUS
DIMENSIONAL ETF TRUST
+$813.0K
269,213
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$741.5K
196,810
+14%
减持
AAPL
APPLE INC
+$679.0K
19,971
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$494.6K
69,441
+34%
增持
VUSB
VANGUARD BD INDEX FDS
+$457.9K
15,434
+150%
增持
DFIV
DIMENSIONAL ETF TRUST
+$455.8K
209,669
+1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$347.0K
104,505
+13%
增持
AGG
ISHARES TR
-$335.8K
231
+65%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$297.9K
11,189
减持
DFUV
DIMENSIONAL ETF TRUST
-$270.2K
427,987
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$267.5K
199,724
+2%
建仓
IVV
ISHARES TR
+$140.6K
342
增持
DFAR
DIMENSIONAL ETF TRUST
+$132.1K
101,026
+6%
增持
DFSV
DIMENSIONAL ETF TRUST
+$120.2K
17,388
+37%
建仓
VYM
VANGUARD WHITEHALL FDS
+$119.7K
1,135
增持
DISV
DIMENSIONAL ETF TRUST
+$111.1K
53,727
+2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$104.5K
4,445
+2239%
建仓
MEAR
ISHARES U S ETF TR
+$99.9K
2,000
增持
AVUS
AMERICAN CENTY ETF TR
+$94.4K
26,672
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$91.2K
15,415
+0%
增持
DFSD
DIMENSIONAL ETF TRUST
+$89.5K
52,405
+3%
减持
DFAS
DIMENSIONAL ETF TRUST
+$88.2K
92,371
-1%
建仓
DE
DEERE & CO
+$85.5K
207
建仓
ESGU
ISHARES TR
+$84.7K
936
减持
AVUV
AMERICAN CENTY ETF TR
-$73.3K
1,787
-35%
增持
MCD
MCDONALDS CORP
+$70.9K
322
+341%
建仓
IUSB
ISHARES TR
+$65.7K
1,424
减持
MSFT
MICROSOFT CORP
+$65.3K
1,731
-4%
减持
HD
HOME DEPOT INC
-$61.9K
2,300
-2%
增持
PEP
PEPSICO INC
+$61.5K
1,251
+36%
增持
QQQ
INVESCO QQQ TR
+$50.4K
783
+4%
建仓
MGC
VANGUARD WORLD FD
+$47.2K
330
增持
WMT
WALMART INC
+$43.8K
744
+60%
减持
SPY
SPDR S&P 500 ETF TR
+$38.1K
1,744
-1%
建仓
EFV
ISHARES TR
+$37.9K
780
增持
DFIS
DIMENSIONAL ETF TRUST
+$37.7K
22,143
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
-$33.6K
22,710
+9%
建仓
IYW
ISHARES TR
+$29.8K
321
建仓
DGRO
ISHARES TR
+$29.5K
590
建仓
EFG
ISHARES TR
+$29.2K
312
减持
CVX
CHEVRON CORP NEW
-$28.7K
426
-22%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$27.9K
0
-100%
减持
MRK
MERCK & CO INC
-$27.0K
111
-68%
增持
VTI
VANGUARD INDEX FDS
-$25.9K
1,142
+45%
建仓
EEMV
ISHARES INC
+$24.8K
455
建仓
MBB
ISHARES TR
+$24.2K
255
减持
CMCSA
COMCAST CORP NEW
-$21.1K
326
-66%
增持
BSV
VANGUARD BD INDEX FDS
+$18.8K
5,515
+32%
建仓
IYE
ISHARES TR
+$18.2K
416
减持
SHW
SHERWIN WILLIAMS CO
-$17.8K
135
-33%
减持
UNP
UNION PAC CORP
-$17.5K
735
-8%
减持
JPM
JPMORGAN CHASE & CO
-$17.4K
2,210
-3%
减持
DFAU
DIMENSIONAL ETF TRUST
+$16.7K
10,359
-0%
建仓
SPIP
SPDR SER TR
+$16.1K
602
减持
MSI
MOTOROLA SOLUTIONS INC
-$15.3K
79
-46%
建仓
SHYG
ISHARES TR
+$14.5K
348
清仓
APD
AIR PRODS & CHEMS INC
-$14.5K
0
-100%
增持
BUSE
FIRST BUSEY CORP
-$14.4K
3,300
+0%
减持
JNJ
JOHNSON & JOHNSON
-$13.2K
184
-22%
增持
VTV
VANGUARD INDEX FDS
-$13.1K
461
+40%
增持
BND
VANGUARD BD INDEX FDS
+$12.8K
7,786
+18%
清仓
—
EATON CORP PLC
-$12.4K
0
-100%
减持
AVDV
AMERICAN CENTY ETF TR
-$12.3K
35
-86%
建仓
TLH
ISHARES TR
+$12.3K
107
增持
VNQ
VANGUARD INDEX FDS
+$11.5K
5,517
+14%
建仓
GOVT
ISHARES TR
+$9.9K
424
增持
VOE
VANGUARD INDEX FDS
-$9.9K
114
+11300%
建仓
USMV
ISHARES TR
+$9.7K
133
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$9.6K
6,075
+17%
清仓
NTRS
NORTHERN TR CORP
-$9.5K
0
-100%
建仓
MTUM
ISHARES TR
+$9.2K
66
减持
KO
COCA COLA CO
-$9.0K
461
-22%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$8.8K
7,454
+22%
减持
CSCO
CISCO SYS INC
-$8.6K
1,161
-20%
建仓
IIM
INVESCO VALUE MUN INCOME TR
+$8.4K
691
减持
AMGN
AMGEN INC
-$8.4K
76
-25%
清仓
CME
CME GROUP INC
-$8.4K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$8.3K
0
-100%
增持
VBR
VANGUARD INDEX FDS
-$8.3K
257
+48%
建仓
ESGD
ISHARES TR
+$7.9K
110
清仓
MPC
MARATHON PETE CORP
-$7.7K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$7.6K
8,601
+0%
建仓
IJR
ISHARES TR
+$7.3K
75
清仓
BBY
BEST BUY INC
-$6.6K
0
-100%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$6.6K
312
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$6.5K
0
-100%
清仓
—
CHUBB LIMITED
-$6.2K
0
-100%
清仓
—
MEDTRONIC PLC
-$5.8K
0
-100%
清仓
—
AMERICA MOVIL SAB DE CV
-$5.7K
0
-100%
增持
MUB
ISHARES TR
+$5.3K
158
+7800%
增持
EMB
ISHARES TR
-$5.0K
129
+12800%
建仓
ICVT
ISHARES TR
+$5.0K
69
建仓
IFRA
ISHARES TR
+$4.9K
131
减持
VZ
VERIZON COMMUNICATIONS INC
-$4.8K
127
-49%
清仓
NWE
NORTHWESTERN CORP
-$4.7K
0
-100%
建仓
COMT
ISHARES U S ETF TR
+$4.6K
171
增持
DFAI
DIMENSIONAL ETF TRUST
-$4.5K
17,803
+84%
减持
DOW
DOW INC
-$4.4K
133
-43%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$4.2K
0
-100%
清仓
SMTC
SEMTECH CORP
-$4.0K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
-$3.8K
73
+7200%
清仓
MMM
3M CO
-$3.7K
0
-100%
清仓
IGF
ISHARES TR
-$3.6K
0
-100%
建仓
PMO
PUTNAM MUN OPPORTUNITIES TR
+$3.3K
323
建仓
IQI
INVESCO QUALITY MUN INCOME T
+$2.4K
241
清仓
—
AMBARELLA INC
-$2.1K
0
-100%
建仓
ESGE
ISHARES INC
+$2.0K
63
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.7K
21
建仓
GGZ
GABELLI GLOBAL SMALL & MID C
+$1.0K
89
建仓
VOTE
ENGINE NO 1 ETF TRUST
+$990
21
建仓
ESML
ISHARES TR
+$667
20
增持
STIP
ISHARES TR
+$610
22
+2100%
建仓
SUSC
ISHARES TR
+$564
25
增持
LRGF
ISHARES TR
+$538
93
+9%
增持
YUM
YUM BRANDS INC
+$456
103
+1%
增持
GBIL
GOLDMAN SACHS ETF TR
+$395
32
+3100%
减持
SCHF
SCHWAB STRATEGIC TR
-$270
3
-75%
减持
AVEM
AMERICAN CENTY ETF TR
+$109
5,608
-4%
清仓
KD
KYNDRYL HLDGS INC
-$100
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$95
15
+1400%
增持
USRT
ISHARES TR
+$74
5
+25%
增持
SCHH
SCHWAB STRATEGIC TR
-$56
4
+300%
建仓
EMGF
ISHARES INC
+$50
1
减持
SPEM
SPDR INDEX SHS FDS
-$42
0
-100%
建仓
IEMG
ISHARES INC
+$8
0
建仓
VWOB
VANGUARD WHITEHALL FDS
+$6
0
建仓
SPYV
SPDR SER TR
+$4
0
建仓
IWN
ISHARES TR
+$3
0
建仓
IWS
ISHARES TR
+$3
0
