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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 123 项
建仓 29
增持 59
减持 27
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$10.2M
2,228,436
+6%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.9M
143,741
+75%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.7M
411,580
+12%
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
DFLV
DIMENSIONAL ETF TRUST
+$2.2M
111,676
+219%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.1M
225,200
+7%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.0M
287,825
+26%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.6M
267,299
+2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.5M
429,931
+1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.3M
180,530
+29%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$1.2M
22,364
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.2M
177,495
+20%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$1.2M
22,956
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.1M
459,392
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
102,067
+8%
增持
DFIV
DIMENSIONAL ETF TRUST
+$987.8K
257,654
+7%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$742.0K
108,006
+13%
增持
DISV
DIMENSIONAL ETF TRUST
+$524.6K
76,208
+26%
增持
VNQ
VANGUARD INDEX FDS
+$433.6K
9,776
+72%
增持
AAPL
APPLE INC
+$426.9K
19,974
+0%
增持
BND
VANGUARD BD INDEX FDS
+$330.2K
12,310
+49%
增持
DFIS
DIMENSIONAL ETF TRUST
+$237.5K
39,278
+21%
减持
AVUS
AMERICAN CENTY ETF TR
+$175.1K
30,615
-3%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$161.7K
15,608
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$149.9K
22,478
+11%
增持
MSFT
MICROSOFT CORP
+$130.3K
1,851
+3%
增持
DFGR
DIMENSIONAL ETF TRUST
+$113.9K
11,787
+37%
减持
DFAE
DIMENSIONAL ETF TRUST
-$109.4K
16,626
-26%
增持
GE
GENERAL ELECTRIC CO
+$57.6K
506
+703%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$53.0K
965
增持
JPM
JPMORGAN CHASE & CO
+$52.8K
1,867
+2%
减持
META
META PLATFORMS INC
-$49.4K
36
-83%
清仓
MA
MASTERCARD INCORPORATED
-$46.3K
0
-100%
增持
IVW
ISHARES TR
+$45.3K
643
+1361%
清仓
TYL
TYLER TECHNOLOGIES INC
-$37.5K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$35.7K
48
-60%
减持
ORCL
ORACLE CORP
-$35.5K
1,165
-22%
减持
WM
WASTE MGMT INC DEL
-$33.5K
22
-91%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$32.6K
145
减持
VTI
VANGUARD INDEX FDS
+$31.6K
1,284
-0%
减持
DFAU
DIMENSIONAL ETF TRUST
+$30.6K
9,824
-1%
减持
AAON
AAON INC
-$30.4K
238
-72%
减持
DFAI
DIMENSIONAL ETF TRUST
+$28.6K
16,675
-3%
建仓
EFG
ISHARES TR
+$27.7K
286
减持
LOW
LOWES COS INC
-$24.3K
41
-75%
清仓
ORA
ORMAT TECHNOLOGIES INC
-$22.7K
0
-100%
减持
D
DOMINION ENERGY INC
-$21.7K
302
-62%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$20.0K
7,401
-3%
增持
AVEM
AMERICAN CENTY ETF TR
+$19.9K
5,510
+0%
增持
BAC
BANK AMERICA CORP
+$19.4K
3,081
+0%
建仓
EFV
ISHARES TR
+$19.3K
371
增持
VUSB
VANGUARD BD INDEX FDS
+$17.0K
16,039
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$16.9K
7,244
+1%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$16.8K
19,157
-32%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$16.0K
225
+971%
减持
BUSE
FIRST BUSEY CORP
+$15.7K
3,196
-3%
建仓
IVE
ISHARES TR
+$15.7K
90
建仓
IJK
ISHARES TR
+$13.6K
172
增持
MUB
ISHARES TR
+$11.8K
253
+66%
增持
TNA
DIREXION SHS ETF TR
+$11.6K
589
+45%
减持
DFSV
DIMENSIONAL ETF TRUST
+$11.4K
13,832
-10%
减持
SPY
SPDR S&P 500 ETF TR
+$11.3K
1,589
-9%
增持
ABT
ABBOTT LABS
+$10.7K
475
+11%
增持
NSC
NORFOLK SOUTHN CORP
+$8.9K
130
+17%
增持
USB
US BANCORP DEL
+$8.1K
264
+164%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.5K
5,683
-1%
建仓
IJJ
ISHARES TR
+$7.0K
61
建仓
IJR
ISHARES TR
+$6.8K
63
增持
COST
COSTCO WHSL CORP NEW
+$6.7K
34
+21%
增持
PSX
PHILLIPS 66
+$6.5K
94
+88%
清仓
VIAV
VIAVI SOLUTIONS INC
-$6.4K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$5.8K
22
建仓
—
LINDE PLC
+$5.8K
14
建仓
AFL
AFLAC INC
+$5.7K
69
建仓
AMGN
AMGEN INC
+$5.5K
19
增持
VTV
VANGUARD INDEX FDS
+$5.5K
455
+0%
建仓
FDS
FACTSET RESH SYS INC
+$4.8K
10
增持
PEP
PEPSICO INC
+$4.6K
897
+3%
建仓
GD
GENERAL DYNAMICS CORP
+$4.4K
17
建仓
—
CHUBB LIMITED
+$4.3K
19
建仓
—
BLACKROCK INC
+$4.1K
5
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$4.0K
19
增持
PG
PROCTER AND GAMBLE CO
+$3.8K
119
+28%
建仓
APD
AIR PRODS & CHEMS INC
+$3.6K
13
增持
CVX
CHEVRON CORP NEW
-$3.4K
459
+8%
建仓
GWW
GRAINGER W W INC
+$3.3K
4
增持
AVDE
AMERICAN CENTY ETF TR
+$3.3K
56
+5500%
增持
WMT
WALMART INC
+$3.3K
389
+7%
减持
AVUV
AMERICAN CENTY ETF TR
-$3.1K
3,051
-14%
建仓
EMR
EMERSON ELEC CO
+$3.1K
32
增持
CMCSA
COMCAST CORP NEW
+$3.1K
400
+23%
建仓
—
MEDTRONIC PLC
+$3.0K
37
建仓
NEE
NEXTERA ENERGY INC
+$2.9K
47
增持
VOE
VANGUARD INDEX FDS
+$2.6K
107
+8%
建仓
CMS
CMS ENERGY CORP
+$2.5K
43
减持
UPRO
PROSHARES TR
-$2.4K
154
-42%
建仓
—
ACCENTURE PLC IRELAND
+$2.1K
6
增持
TFI
SPDR SER TR
+$1.9K
74
+111%
清仓
IWS
ISHARES TR
-$1.9K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.8K
61
-52%
增持
AGG
ISHARES TR
+$1.5K
239
+1%
增持
IEMG
ISHARES INC
+$1.4K
69
+57%
增持
GBIL
GOLDMAN SACHS ETF TR
+$767
47
+21%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$680
64
+3%
增持
TIP
ISHARES TR
+$659
151
+1%
增持
YUM
YUM BRANDS INC
+$640
104
+1%
减持
SHW
SHERWIN WILLIAMS CO
+$498
94
-17%
增持
STIP
ISHARES TR
+$496
40
+11%
建仓
VLTO
VERALTO CORP
+$494
6
建仓
NATL
NCR ATLEOS CORPORATION
+$340
14
减持
SCHH
SCHWAB STRATEGIC TR
-$298
61
-30%
减持
OGN
ORGANON & CO
-$250
20
-35%
清仓
WAB
WABTEC
-$213
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$207
22
+22%
减持
VTIP
VANGUARD MALVERN FDS
-$186
50
-7%
增持
ESGE
ISHARES INC
+$147
68
+1%
增持
IVLU
ISHARES TR
+$120
70
+3%
增持
CSCO
CISCO SYS INC
-$118
1,236
+6%
增持
SHV
ISHARES TR
+$114
120
+2%
减持
USRT
ISHARES TR
-$99
1
-67%
减持
EMGF
ISHARES INC
+$66
62
-2%
建仓
INTF
ISHARES TR
+$30
1
清仓
LRGF
ISHARES TR
-$9
0
清仓
SPEM
SPDR INDEX SHS FDS
+$0
0
