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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 59
增持 65
减持 22
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DFGP
DIMENSIONAL ETF TRUST
+$8.2M
283,927
+123%
增持
DFSD
DIMENSIONAL ETF TRUST
+$6.1M
366,099
+55%
减持
DFCF
DIMENSIONAL ETF TRUST
-$3.4M
287,762
-21%
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
206,084
+64%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.7M
399,231
-6%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.6M
1,095
-93%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.3M
2,220,798
-3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.2M
307,898
+15%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
271,380
+4%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.1M
229,477
+15%
增持
AAPL
APPLE INC
+$832.1K
20,263
+1%
增持
DUSB
DIMENSIONAL ETF TRUST
+$796.2K
54,239
+41%
减持
VTI
VANGUARD INDEX FDS
-$700.3K
1,074
-72%
增持
DFGR
DIMENSIONAL ETF TRUST
+$642.6K
54,742
+93%
清仓
VOO
VANGUARD INDEX FDS
-$580.2K
0
-100%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$522.6K
10,940
增持
DISV
DIMENSIONAL ETF TRUST
+$510.3K
105,714
+23%
增持
DFAW
DIMENSIONAL ETF TRUST
+$507.4K
9,480
+882%
增持
DFAS
DIMENSIONAL ETF TRUST
+$376.8K
113,849
+10%
增持
DFIS
DIMENSIONAL ETF TRUST
+$371.2K
60,414
+36%
增持
DFIC
DIMENSIONAL ETF TRUST
+$343.1K
322,892
+6%
减持
AVUS
AMERICAN CENTY ETF TR
-$317.5K
23,372
-14%
增持
DFAT
DIMENSIONAL ETF TRUST
-$161.1K
232,579
+4%
增持
DFAX
DIMENSIONAL ETF TRUST
+$131.1K
468,484
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$130.9K
98,981
-2%
增持
GOOGL
ALPHABET INC
+$121.3K
2,638
+11%
增持
DFAR
DIMENSIONAL ETF TRUST
+$119.4K
185,234
+4%
增持
NVDA
NVIDIA CORPORATION
+$117.2K
1,300
+2608%
增持
GOOG
ALPHABET INC
+$117.2K
2,515
+11%
清仓
VXUS
VANGUARD STAR FDS
-$111.3K
0
-100%
清仓
—
GENERAL ELECTRIC CO
-$88.8K
0
-100%
增持
MSFT
MICROSOFT CORP
+$87.6K
1,991
+4%
建仓
GE
GE AEROSPACE
+$85.8K
540
增持
HD
HOME DEPOT INC
-$82.9K
2,372
+1%
减持
VNQ
VANGUARD INDEX FDS
-$50.0K
9,569
-3%
减持
DFSV
DIMENSIONAL ETF TRUST
-$49.0K
14,061
-7%
清仓
PMM
PUTNAM MANAGED MUN INCOME TR
-$42.9K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$39.0K
11,392
-4%
减持
MCD
MCDONALDS CORP
-$33.3K
297
-23%
减持
SPY
SPDR S&P 500 ETF TR
+$33.0K
1,589
-0%
增持
AVGO
BROADCOM INC
+$30.6K
61
+20%
增持
ESGD
ISHARES TR
+$26.9K
455
+310%
增持
JPM
JPMORGAN CHASE & CO.
+$26.0K
2,081
+6%
增持
PEP
PEPSICO INC
+$25.9K
1,111
+24%
增持
COST
COSTCO WHSL CORP NEW
+$25.3K
59
+74%
减持
NFLX
NETFLIX INC
-$24.6K
68
-41%
增持
ORCL
ORACLE CORP
+$23.9K
1,207
+3%
建仓
GEV
GE VERNOVA INC
+$23.0K
134
增持
META
META PLATFORMS INC
+$22.9K
80
+122%
增持
INTC
INTEL CORP
-$21.4K
1,872
+4%
减持
AMZN
AMAZON COM INC
-$18.9K
440
-24%
减持
DFAI
DIMENSIONAL ETF TRUST
-$18.2K
15,491
-2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$17.6K
13,790
-2%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$17.5K
128
减持
DFAE
DIMENSIONAL ETF TRUST
+$16.8K
16,693
-1%
减持
AVEM
AMERICAN CENTY ETF TR
+$16.6K
5,319
-0%
增持
QCOM
QUALCOMM INC
+$15.7K
292
+16%
建仓
AMAT
APPLIED MATLS INC
+$15.6K
66
建仓
IAU
ISHARES GOLD TR
+$14.5K
330
增持
BAC
BANK AMERICA CORP
+$14.5K
3,675
+6%
增持
WMT
WALMART INC
+$13.5K
1,471
+3%
增持
DHR
DANAHER CORPORATION
+$13.5K
72
+300%
建仓
DHI
D R HORTON INC
+$13.2K
94
建仓
—
LAM RESEARCH CORP
+$12.8K
12
增持
UNP
UNION PAC CORP
-$12.4K
744
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.4K
98
+29%
减持
AVLV
AMERICAN CENTY ETF TR
-$12.1K
3,470
-3%
建仓
RSG
REPUBLIC SVCS INC
+$12.0K
62
建仓
PGR
PROGRESSIVE CORP
+$11.6K
56
建仓
—
EATON CORP PLC
+$11.6K
37
增持
AVUV
AMERICAN CENTY ETF TR
-$11.6K
3,026
+0%
建仓
VTEB
VANGUARD MUN BD FDS
+$11.1K
222
增持
VUSB
VANGUARD BD INDEX FDS
+$10.4K
16,396
+1%
增持
SO
SOUTHERN CO
+$10.4K
1,363
+3%
建仓
ENTG
ENTEGRIS INC
+$10.2K
75
建仓
MRSH
MARSH & MCLENNAN COS INC
+$10.1K
48
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.9K
321
+12%
增持
CRM
SALESFORCE INC
+$9.8K
139
+62%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$9.7K
49
增持
—
TRANE TECHNOLOGIES PLC
+$9.6K
231
+5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.4K
5,760
-1%
建仓
MAS
MASCO CORP
+$9.3K
140
增持
WM
WASTE MGMT INC DEL
+$9.2K
66
+187%
增持
GD
GENERAL DYNAMICS CORP
+$9.1K
48
+182%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$9.0K
44
增持
LOW
LOWES COS INC
+$9.0K
88
+115%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$8.9K
7,648
-1%
建仓
CBRE
CBRE GROUP INC
+$8.7K
98
建仓
LLY
ELI LILLY & CO
+$8.1K
9
增持
CSX
CSX CORP
+$8.1K
366
+230%
增持
MRK
MERCK & CO INC
+$8.1K
397
+28%
建仓
DRI
DARDEN RESTAURANTS INC
+$8.0K
53
增持
—
LINDE PLC
+$8.0K
33
+136%
增持
AMT
AMERICAN TOWER CORP NEW
+$8.0K
102
+70%
建仓
HLI
HOULIHAN LOKEY INC
+$7.8K
58
建仓
ANSS
ANSYS INC
+$7.7K
24
减持
DFAU
DIMENSIONAL ETF TRUST
+$7.6K
9,725
-0%
建仓
RJF
RAYMOND JAMES FINL INC
+$7.5K
61
增持
PG
PROCTER AND GAMBLE CO
+$7.5K
238
+21%
建仓
DOV
DOVER CORP
+$7.4K
41
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$7.4K
54
增持
MA
MASTERCARD INCORPORATED
+$7.4K
56
+56%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$7.3K
45
增持
TSLA
TESLA INC
+$7.3K
74
+76%
建仓
SF
STIFEL FINL CORP
+$7.2K
86
建仓
WWD
WOODWARD INC
+$7.2K
41
建仓
SNPS
SYNOPSYS INC
+$7.1K
12
建仓
ALL
ALLSTATE CORP
+$6.9K
43
建仓
V
VISA INC
+$6.8K
26
建仓
—
AIR LEASE CORP
+$6.8K
143
建仓
COR
CENCORA INC
+$6.8K
30
建仓
TJX
TJX COS INC NEW
+$6.7K
61
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$6.5K
36
+57%
建仓
—
RENAISSANCERE HLDGS LTD
+$6.5K
29
建仓
A
AGILENT TECHNOLOGIES INC
+$6.5K
50
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$6.3K
70
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$6.3K
59
建仓
SNA
SNAP ON INC
+$6.0K
23
建仓
SCHW
SCHWAB CHARLES CORP
+$5.9K
80
建仓
CMI
CUMMINS INC
+$5.8K
21
增持
MS
MORGAN STANLEY
+$5.7K
248
+27%
建仓
CTRA
COTERRA ENERGY INC
+$5.7K
212
增持
EMN
EASTMAN CHEM CO
+$5.5K
109
+110%
增持
PFE
PFIZER INC
+$5.4K
1,193
+18%
增持
SBUX
STARBUCKS CORP
+$5.4K
97
+304%
建仓
WEC
WEC ENERGY GROUP INC
+$5.3K
68
建仓
GATX
GATX CORP
+$5.3K
40
建仓
LH
LABCORP HOLDINGS INC
+$5.3K
26
建仓
KEY
KEYCORP
+$5.2K
368
建仓
ARW
ARROW ELECTRS INC
+$5.2K
43
增持
DIS
DISNEY WALT CO
+$5.2K
178
+75%
建仓
PKG
PACKAGING CORP AMER
+$5.1K
28
增持
CAT
CATERPILLAR INC
-$5.1K
395
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$5.0K
1,215
+1%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$4.9K
75
增持
SYY
SYSCO CORP
+$4.8K
220
+64%
建仓
HXL
HEXCEL CORP NEW
+$4.7K
75
建仓
BIO
BIO RAD LABS INC
+$4.6K
17
增持
—
ACCENTURE PLC IRELAND
+$4.6K
22
+267%
建仓
GPN
GLOBAL PMTS INC
+$4.5K
47
增持
ABBV
ABBVIE INC
+$4.5K
494
+12%
建仓
SPGI
S&P GLOBAL INC
+$4.5K
10
增持
SPYM
SPDR SER TR
+$4.4K
395
+16%
建仓
NOC
NORTHROP GRUMMAN CORP
+$4.4K
10
建仓
CDW
CDW CORP
+$4.3K
19
增持
RTX
RTX CORPORATION
+$4.2K
155
+34%
建仓
LITE
LUMENTUM HLDGS INC
+$4.2K
82
建仓
—
STERICYCLE INC
+$4.1K
71
建仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$4.1K
125
建仓
MCK
MCKESSON CORP
+$4.1K
7