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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 4
增持 29
减持 89
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
DFGP
DIMENSIONAL ETF TRUST
+$11.3M
478,402
+68%
增持
DFSD
DIMENSIONAL ETF TRUST
+$11.3M
597,050
+63%
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.0M
113,177
+109%
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
DFAC
DIMENSIONAL ETF TRUST
+$2.3M
2,154,170
-3%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.8M
252,259
+22%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.5M
99,951
+83%
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.5M
242,003
-16%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.4M
352,635
+9%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
274,074
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$998.4K
316,813
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$998.2K
253,362
+10%
增持
DFAT
DIMENSIONAL ETF TRUST
+$981.4K
234,501
+1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$727.6K
116,676
+2%
减持
AVUS
AMERICAN CENTY ETF TR
-$536.8K
16,511
-29%
增持
DISV
DIMENSIONAL ETF TRUST
+$503.4K
115,198
+9%
减持
DFAX
DIMENSIONAL ETF TRUST
+$461.1K
457,975
-2%
增持
DFIS
DIMENSIONAL ETF TRUST
+$363.7K
69,015
+14%
减持
AAPL
APPLE INC
+$352.0K
19,827
-2%
减持
DFAR
DIMENSIONAL ETF TRUST
+$337.2K
172,811
-7%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$256.7K
7,184
减持
BNDX
VANGUARD CHARLOTTE FDS
-$201.8K
91,797
-7%
减持
DFUV
DIMENSIONAL ETF TRUST
-$173.6K
371,893
-7%
减持
HD
HOME DEPOT INC
+$139.8K
2,361
-0%
建仓
DFSE
DIMENSIONAL ETF TRUST
+$125.5K
3,544
减持
ORCL
ORACLE CORP
-$83.7K
509
-58%
减持
MSFT
MICROSOFT CORP
-$75.3K
1,893
-5%
增持
DFAW
DIMENSIONAL ETF TRUST
+$67.5K
9,957
+5%
减持
GOOGL
ALPHABET INC
-$64.4K
2,509
-5%
减持
GOOG
ALPHABET INC
-$62.1K
2,388
-5%
减持
NVDA
NVIDIA CORPORATION
-$52.5K
890
-32%
清仓
NRP
NATURAL RESOURCE PARTNERS L
-$49.3K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$47.8K
11,564
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$47.4K
1,590
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$34.7K
14,266
+1%
增持
DFSU
DIMENSIONAL ETF TRUST
+$33.3K
11,386
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$32.6K
7,775
+2%
减持
MSI
MOTOROLA SOLUTIONS INC
-$30.7K
1
-99%
建仓
DFSB
DIMENSIONAL ETF TRUST
+$29.9K
562
减持
VNQ
VANGUARD INDEX FDS
+$25.4K
8,488
-11%
增持
DFAU
DIMENSIONAL ETF TRUST
+$21.5K
9,727
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$20.7K
3,046
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$19.5K
5,332
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$19.4K
5,672
-2%
减持
—
EXXON MOBIL CORP
-$19.1K
2,874
-7%
减持
CAT
CATERPILLAR INC
+$18.6K
384
-3%
减持
WMT
WALMART INC
+$17.9K
1,455
-1%
增持
VTI
VANGUARD INDEX FDS
+$17.5K
1,076
+0%
增持
VUSB
VANGUARD BD INDEX FDS
+$17.4K
16,607
+1%
减持
DUK
DUKE ENERGY CORP NEW
+$17.4K
1,207
-1%
增持
MPC
MARATHON PETE CORP
-$17.1K
1,767
+1%
减持
DFAE
DIMENSIONAL ETF TRUST
+$16.4K
16,353
-2%
减持
INTC
INTEL CORP
-$15.8K
1,798
-4%
减持
MET
METLIFE INC
-$14.5K
7
-97%
清仓
IAU
ISHARES GOLD TR
-$14.5K
0
-100%
减持
SO
SOUTHERN CO
+$14.1K
1,329
-2%
减持
UNP
UNION PAC CORP
+$12.8K
735
-1%
减持
GE
GE AEROSPACE
+$12.8K
523
-3%
减持
QCOM
QUALCOMM INC
-$12.1K
271
-7%
减持
—
TRANE TECHNOLOGIES PLC
+$11.9K
226
-2%
清仓
VTEB
VANGUARD MUN BD FDS
-$11.1K
0
-100%
减持
GEV
GE VERNOVA INC
+$10.2K
130
-3%
清仓
ENTG
ENTEGRIS INC
-$10.2K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$9.7K
0
-100%
清仓
MAS
MASCO CORP
-$9.3K
0
-100%
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$9.0K
0
-100%
减持
MRK
MERCK & CO INC
-$9.0K
354
-11%
减持
AMAT
APPLIED MATLS INC
-$8.9K
33
-50%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$8.7K
1,104
+1%
减持
COST
COSTCO WHSL CORP NEW
-$8.5K
47
-20%
减持
BAC
BANK AMERICA CORP
-$8.3K
3,474
-5%
减持
MCD
MCDONALDS CORP
+$8.2K
276
-7%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$8.2K
13,411
-3%
清仓
DRI
DARDEN RESTAURANTS INC
-$8.0K
0
-100%
减持
—
LAM RESEARCH CORP
-$7.9K
6
-50%
增持
QQQ
INVESCO QQQ TR
+$7.5K
816
+0%
减持
META
META PLATFORMS INC
-$7.1K
58
-28%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$7.1K
65
-49%
清仓
V
VISA INC
-$6.8K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$6.5K
2,027
-3%
减持
BA
BOEING CO
-$6.5K
180
-3%
清仓
—
RENAISSANCERE HLDGS LTD
-$6.5K
0
-100%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$6.3K
0
-100%
减持
RSG
REPUBLIC SVCS INC
-$5.8K
31
-50%
清仓
CMI
CUMMINS INC
-$5.8K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.7K
23
-36%
减持
—
EATON CORP PLC
-$5.6K
18
-51%
减持
DHR
DANAHER CORPORATION
-$5.5K
45
-38%
减持
PG
PROCTER AND GAMBLE CO
-$5.3K
196
-18%
清仓
ARW
ARROW ELECTRS INC
-$5.2K
0
-100%
清仓
PKG
PACKAGING CORP AMER
-$5.1K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$4.9K
44
-33%
减持
EMN
EASTMAN CHEM CO
-$4.9K
52
-52%
减持
CRM
SALESFORCE INC
-$4.8K
113
-19%
减持
PGR
PROGRESSIVE CORP
-$4.8K
27
-52%
减持
MRSH
MARSH & MCLENNAN COS INC
-$4.8K
24
-50%
减持
SNPS
SYNOPSYS INC
-$4.6K
5
-58%
减持
LLY
ELI LILLY & CO
-$4.6K
4
-56%
减持
—
ACCENTURE PLC IRELAND
-$4.6K
6
-73%
清仓
GPN
GLOBAL PMTS INC
-$4.5K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$4.5K
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$4.4K
1,953
-2%
减持
VTV
VANGUARD INDEX FDS
+$4.3K
320
-0%
减持
DHI
D R HORTON INC
-$4.3K
47
-50%
减持
DIS
DISNEY WALT CO
-$4.2K
140
-21%
清仓
LITE
LUMENTUM HLDGS INC
-$4.2K
0
-100%
清仓
—
STERICYCLE INC
-$4.1K
0
-100%
减持
PFE
PFIZER INC
-$4.1K
1,013
-15%
减持
PEP
PEPSICO INC
+$4.1K
1,101
-1%
减持
CSX
CSX CORP
-$4.0K
239
-35%
清仓
—
CHAMPIONX CORPORATION
-$4.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$4.0K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$4.0K
33
-31%
减持
RJF
RAYMOND JAMES FINL INC
-$3.9K
30
-51%
增持
VBR
VANGUARD INDEX FDS
+$3.7K
194
+1%
减持
BSV
VANGUARD BD INDEX FDS
+$3.7K
6,960
-2%
减持
TSLA
TESLA INC
-$3.7K
42
-43%
减持
ANSS
ANSYS INC
-$3.6K
13
-46%
清仓
GILD
GILEAD SCIENCES INC
-$3.6K
0
-100%
减持
DOV
DOVER CORP
-$3.6K
20
-51%
减持
WWD
WOODWARD INC
-$3.5K
21
-49%
减持
—
AIR LEASE CORP
-$3.5K
72
-50%
减持
ADBE
ADOBE INC
-$3.5K
20
-20%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.5K
23
-49%
减持
—
LINDE PLC
-$3.5K
23
-30%
增持
SPYM
SPDR SER TR
+$3.5K
426
+8%
减持
COR
CENCORA INC
-$3.4K
15
-50%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$3.3K
30
-49%
减持
NSC
NORFOLK SOUTHN CORP
+$3.3K
200
-7%
减持
SCHW
SCHWAB CHARLES CORP
-$3.3K
40
-50%
减持
AMGN
AMGEN INC
-$3.3K
19
-37%
减持
HLI
HOULIHAN LOKEY INC
-$3.2K
29
-50%
减持
SF
STIFEL FINL CORP
-$3.2K
43
-50%
减持
LEN
LENNAR CORP
+$3.2K
105
-5%
减持
TJX
TJX COS INC NEW
-$3.2K
30
-51%
清仓
EIX
EDISON INTL
-$3.2K
0
-100%
减持
CTRA
COTERRA ENERGY INC
-$3.1K
106
-50%
清仓
BNY
BANK NEW YORK MELLON CORP
-$3.1K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$3.1K
0
-100%
建仓
AVGE
AMERICAN CENTY ETF TR
+$3.1K
42
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$3.1K
27
-50%
清仓
EQIX
EQUINIX INC
-$3.0K
0
-100%
减持
HSY
HERSHEY CO
+$3.0K
400
-0%
清仓
CVS
CVS HEALTH CORP
-$3.0K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
+$2.9K
49
-8%
减持
FDX
FEDEX CORP
-$2.9K
100
-1%
减持
HWM
HOWMET AEROSPACE INC
+$2.9K
159
-5%
减持
ABBV
ABBVIE INC
+$2.8K
443
-10%
清仓
BIIB
BIOGEN INC
-$2.8K
0
-100%
减持
A
AGILENT TECHNOLOGIES INC
-$2.8K
25
-50%
清仓
ALB
ALBEMARLE CORP
-$2.8K
0
-100%