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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 31
增持 72
减持 31
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.8M
2,281,784
+2%
增持
DFGP
DIMENSIONAL ETF TRUST
+$5.6M
127,341
+469%
增持
DFSD
DIMENSIONAL ETF TRUST
+$4.3M
235,741
+64%
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。
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.1M
364,965
-11%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.4M
424,484
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.0M
261,408
-2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.0M
268,464
+4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$797.6K
304,514
+6%
增持
DUSB
DIMENSIONAL ETF TRUST
+$796.9K
38,602
+68%
增持
DFLV
DIMENSIONAL ETF TRUST
+$741.0K
125,438
+12%
增持
VTI
VANGUARD INDEX FDS
+$683.0K
3,800
+196%
建仓
VOO
VANGUARD INDEX FDS
+$580.2K
1,207
增持
DFEM
DIMENSIONAL ETF TRUST
+$572.4K
199,232
+10%
增持
DFAX
DIMENSIONAL ETF TRUST
+$559.4K
462,961
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$493.9K
14,074
-37%
减持
DFAT
DIMENSIONAL ETF TRUST
+$440.3K
224,600
-0%
增持
DFGR
DIMENSIONAL ETF TRUST
+$419.2K
28,414
+141%
增持
AAPL
APPLE INC
-$409.9K
20,036
+0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$383.5K
100,595
-7%
增持
DFAS
DIMENSIONAL ETF TRUST
+$378.0K
103,678
+2%
增持
DISV
DIMENSIONAL ETF TRUST
+$368.9K
85,837
+13%
增持
DFIS
DIMENSIONAL ETF TRUST
+$167.5K
44,566
+13%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$115.7K
15,579
-0%
建仓
VXUS
VANGUARD STAR FDS
+$111.3K
1,846
增持
HD
HOME DEPOT INC
+$108.1K
2,345
+3%
增持
MSFT
MICROSOFT CORP
+$106.3K
1,907
+3%
建仓
—
GENERAL ELECTRIC CO
+$88.8K
506
增持
JPM
JPMORGAN CHASE & CO
+$77.5K
1,972
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$76.4K
1,590
+0%
减持
AVUS
AMERICAN CENTY ETF TR
-$71.2K
27,100
-11%
减持
BUSE
FIRST BUSEY CORP
-$67.1K
509
-84%
清仓
GE
GENERAL ELECTRIC CO
-$64.6K
0
-100%
增持
DFAR
DIMENSIONAL ETF TRUST
-$61.9K
177,662
+0%
增持
GOOGL
ALPHABET INC
+$51.9K
2,380
+8%
增持
DFSV
DIMENSIONAL ETF TRUST
+$50.9K
15,072
+9%
建仓
NRP
NATURAL RESOURCE PARTNERS L
+$50.6K
550
减持
BND
VANGUARD BD INDEX FDS
-$45.6K
11,838
-4%
增持
CAT
CATERPILLAR INC
+$42.4K
373
+17%
增持
AVGO
BROADCOM INC
+$39.9K
51
+104%
建仓
PANW
PALO ALTO NETWORKS INC
+$38.9K
137
清仓
SCHB
SCHWAB STRATEGIC TR
-$36.4K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$32.3K
7,711
+4%
清仓
POOL
POOL CORP
-$31.9K
0
-100%
增持
AMZN
AMAZON COM INC
+$31.0K
576
+20%
减持
DFAU
DIMENSIONAL ETF TRUST
+$30.4K
9,771
-1%
增持
QQQ
INVESCO QQQ TR
+$28.6K
815
+0%
增持
BAC
BANK AMERICA CORP
+$27.9K
3,472
+13%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$25.6K
46
增持
WMT
WALMART INC
+$24.8K
1,431
+268%
增持
ORCL
ORACLE CORP
+$23.7K
1,167
+0%
清仓
TNA
DIREXION SHS ETF TR
-$23.2K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$22.7K
90
建仓
SPYM
SPDR SER TR
+$20.9K
340
建仓
AXP
AMERICAN EXPRESS CO
+$20.5K
90
增持
COP
CONOCOPHILLIPS
+$20.2K
250
+150%
增持
PSX
PHILLIPS 66
+$18.5K
190
+102%
建仓
MS
MORGAN STANLEY
+$18.4K
195
增持
ADM
ARCHER DANIELS MIDLAND CO
-$18.3K
1,951
+0%
增持
CRM
SALESFORCE INC
+$18.0K
86
+187%
增持
IWM
ISHARES TR
+$17.6K
99
+519%
清仓
AAON
AAON INC
-$17.6K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$17.3K
36
增持
NSC
NORFOLK SOUTHN CORP
+$16.2K
184
+42%
减持
BSV
VANGUARD BD INDEX FDS
-$15.4K
7,077
-2%
建仓
PCAR
PACCAR INC
+$14.9K
120
减持
VTV
VANGUARD INDEX FDS
-$14.5K
329
-28%
增持
PG
PROCTER AND GAMBLE CO
+$14.4K
196
+65%
清仓
D
DOMINION ENERGY INC
-$14.2K
0
-100%
增持
DFAE
DIMENSIONAL ETF TRUST
+$14.2K
16,789
+1%
减持
GOOG
ALPHABET INC
-$13.9K
2,260
-11%
增持
ZTS
ZOETIS INC
+$13.7K
131
+205%
建仓
UPS
UNITED PARCEL SERVICE INC
+$13.4K
90
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$13.4K
23
建仓
NKE
NIKE INC
+$12.7K
135
建仓
DIS
DISNEY WALT CO
+$12.5K
102
增持
YUM
YUM BRANDS INC
+$12.4K
187
+80%
增持
VNQ
VANGUARD INDEX FDS
-$12.4K
9,846
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.4K
76
+58%
减持
SHW
SHERWIN WILLIAMS CO
-$12.3K
49
-48%
增持
ABBV
ABBVIE INC
+$12.2K
440
+0%
建仓
EFA
ISHARES TR
+$12.0K
150
建仓
AMT
AMERICAN TOWER CORP NEW
+$11.9K
60
建仓
STZ
CONSTELLATION BRANDS INC
+$11.4K
42
建仓
IQV
IQVIA HLDGS INC
+$11.4K
45
增持
APD
AIR PRODS & CHEMS INC
+$11.2K
61
+369%
建仓
TROW
PRICE T ROWE GROUP INC
+$10.6K
87
减持
VOE
VANGUARD INDEX FDS
-$10.4K
33
-69%
建仓
HWM
HOWMET AEROSPACE INC
+$10.3K
150
增持
AGG
ISHARES TR
+$10.1K
346
+45%
增持
CSCO
CISCO SYS INC
+$10.1K
1,454
+18%
增持
JNJ
JOHNSON & JOHNSON
+$10.0K
247
+34%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$10.0K
272
建仓
EZM
WISDOMTREE TR
+$9.7K
159
减持
AVUV
AMERICAN CENTY ETF TR
+$9.1K
3,021
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.1K
5,809
+2%
建仓
SPMD
SPDR SER TR
+$8.8K
165
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.8K
287
-21%
增持
VUSB
VANGUARD BD INDEX FDS
+$8.5K
16,175
+1%
清仓
UPRO
PROSHARES TR
-$8.4K
0
-100%
建仓
EES
WISDOMTREE TR
+$8.2K
163
增持
RTX
RTX CORPORATION
+$7.9K
116
+190%
增持
KO
COCA COLA CO
+$7.8K
336
+56%
清仓
LITE
LUMENTUM HLDGS INC
-$7.3K
0
-100%
增持
PFE
PFIZER INC
+$7.2K
1,010
+40%
建仓
XLI
SELECT SECTOR SPDR TR
+$7.2K
57
建仓
SPSM
SPDR SER TR
+$6.7K
156
建仓
RPD
RAPID7 INC
+$6.6K
135
减持
VBR
VANGUARD INDEX FDS
-$6.5K
198
-20%
增持
VZ
VERIZON COMMUNICATIONS INC
+$6.0K
198
+225%
增持
GBIL
GOLDMAN SACHS ETF TR
+$5.8K
104
+121%
增持
MCD
MCDONALDS CORP
-$5.5K
387
+0%
增持
PEP
PEPSICO INC
+$5.0K
899
+0%
增持
PM
PHILIP MORRIS INTL INC
+$4.6K
718
+10%
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$4.4K
271
增持
—
DUPONT DE NEMOURS INC
+$4.3K
189
+42%
建仓
VYM
VANGUARD WHITEHALL FDS
+$4.2K
35
清仓
IEMG
ISHARES INC
-$3.5K
0
-100%
减持
TFI
SPDR SER TR
-$3.4K
2
-97%
减持
EMB
ISHARES TR
-$3.3K
90
-29%
增持
YUMC
YUM CHINA HLDGS INC
+$3.2K
111
+296%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.0K
81
+268%
增持
INTC
INTEL CORP
+$2.6K
1,798
+18%
增持
BA
BOEING CO
-$2.4K
174
+26%
减持
AVEM
AMERICAN CENTY ETF TR
-$2.4K
5,320
-3%
清仓
ORLA
ORLA MNG LTD NEW
-$2.3K
0
-100%
减持
ITOT
ISHARES TR
-$2.1K
1
-95%
增持
ABT
ABBOTT LABS
+$1.8K
476
+0%
清仓
SPYV
SPDR SER TR
-$1.3K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
-$1.1K
475
+0%
清仓
IWN
ISHARES TR
-$1.0K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$781
23
+5%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$745
0
-100%
增持
ESGD
ISHARES TR
+$627
111
+2%
减持
VTIP
VANGUARD MALVERN FDS
-$542
38
-24%
增持
ESML
ISHARES TR
+$461
20
+122%
增持
MUB
ISHARES TR
+$426
258
+2%
增持
STIP
ISHARES TR
+$318
43
+8%
减持
ESGU
ISHARES TR
-$292
79
-11%
减持
DFAI
DIMENSIONAL ETF TRUST
+$220
15,810
-5%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$170
0
-100%
增持
ESGE
ISHARES INC
+$156
72
+6%
增持
SHV
ISHARES TR
+$127
121
+1%
减持
EMGF
ISHARES INC
-$127
56
-10%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$119
62
-3%
减持
VOTE
TCW TRANSFORM ETF TRUST
-$60
18
-14%
减持
USRT
ISHARES TR
-$53
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$53
0
减持
SCHH
SCHWAB STRATEGIC TR
-$50
59
-3%
清仓
INTF
ISHARES TR
-$30
0
-100%
增持
SUSC
ISHARES TR
+$22
30
+3%
