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DiNuzzo Private Wealth, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DiNuzzo Private Wealth, Inc.
报告期 2026-03-31 · CIK 0001994563
持仓数
1,345
前50大市值合计
$907.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 2
增持 4
减持 139
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
DFSD
DIMENSIONAL ETF TRUST
-$96.2M
1,946,362
-51%
减持
DFCF
DIMENSIONAL ETF TRUST
-$67.2M
1,743,978
-47%
减持
DFUS
DIMENSIONAL ETF TRUST
-$60.9M
1,307,486
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。
-50%
减持
DFLV
DIMENSIONAL ETF TRUST
-$45.7M
1,871,365
-50%
减持
DFAS
DIMENSIONAL ETF TRUST
-$41.1M
723,780
-50%
减持
DFGR
DIMENSIONAL ETF TRUST
-$38.9M
1,511,329
-49%
减持
DFSV
DIMENSIONAL ETF TRUST
-$34.6M
1,239,206
-50%
减持
DFIC
DIMENSIONAL ETF TRUST
-$34.6M
1,453,183
-50%
减持
DUHP
DIMENSIONAL ETF TRUST
-$34.0M
1,329,817
-50%
减持
DFAC
DIMENSIONAL ETF TRUST
-$24.3M
940,785
-49%
减持
DFAW
DIMENSIONAL ETF TRUST
-$19.2M
315,693
-54%
减持
DISV
DIMENSIONAL ETF TRUST
-$18.7M
767,934
-50%
减持
DFEM
DIMENSIONAL ETF TRUST
-$18.0M
752,218
-49%
减持
DFUV
DIMENSIONAL ETF TRUST
-$16.9M
499,584
-50%
减持
DGCB
DIMENSIONAL ETF TRUST
-$16.5M
314,628
-50%
减持
DIHP
DIMENSIONAL ETF TRUST
-$15.2M
630,520
-50%
减持
DFAE
DIMENSIONAL ETF TRUST
-$10.6M
458,386
-50%
减持
DFGP
DIMENSIONAL ETF TRUST
-$9.7M
226,411
-45%
减持
DFIV
DIMENSIONAL ETF TRUST
-$8.9M
273,390
-50%
减持
DUSB
DIMENSIONAL ETF TRUST
-$8.6M
236,317
-42%
减持
DFAT
DIMENSIONAL ETF TRUST
-$7.6M
148,691
-50%
减持
DFAX
DIMENSIONAL ETF TRUST
-$5.2M
219,931
-50%
减持
DFEV
DIMENSIONAL ETF TRUST
-$5.1M
211,678
-50%
减持
DEHP
DIMENSIONAL ETF TRUST
-$5.0M
215,443
-50%
减持
DFGX
DIMENSIONAL ETF TRUST
-$4.2M
90,940
-47%
减持
DFNM
DIMENSIONAL ETF TRUST
-$1.9M
39,907
-49%
减持
DFSU
DIMENSIONAL ETF TRUST
-$1.6M
58,121
-50%
减持
DFAR
DIMENSIONAL ETF TRUST
-$1.3M
54,680
-50%
清仓
—
GIGACLOUD TECHNOLOGY INC
-$1.2M
0
-100%
减持
DFIS
DIMENSIONAL ETF TRUST
-$1.0M
56,634
-44%
减持
DFSI
DIMENSIONAL ETF TRUST
-$889.9K
29,747
-50%
减持
AAPL
APPLE INC
-$863.9K
4,034
-50%
减持
MSFT
MICROSOFT CORP
-$746.2K
3,659
-40%
减持
DFSB
DIMENSIONAL ETF TRUST
-$734.7K
14,676
-49%
清仓
NU
NU HLDGS LTD
-$689.7K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$583.4K
2,102
-50%
减持
VOO
VANGUARD INDEX FDS
-$576.8K
1,468
-50%
减持
IWD
ISHARES TR
-$382.4K
2,194
-53%
减持
DFSE
DIMENSIONAL ETF TRUST
-$376.3K
12,259
-50%
减持
IVV
ISHARES TR
-$346.6K
807
-50%
减持
—
EXXON MOBIL CORP
-$310.3K
3,699
-50%
减持
QQQ
INVESCO QQQ TR
-$307.1K
891
-48%
建仓
BP
BP PLC
+$241.3K
6,405
减持
VTV
VANGUARD INDEX FDS
-$229.0K
1,682
-50%
增持
IJH
ISHARES TR
-$198.7K
3,965
+150%
减持
IOT
SAMSARA INC
+$197.7K
60,005
-3%
增持
PINS
PINTEREST INC
+$196.8K
5,718
+14947%
清仓
IWF
ISHARES TR
-$195.2K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$182.4K
491
-50%
减持
IWR
ISHARES TR
-$165.9K
2,325
-50%
减持
AMD
ADVANCED MICRO DEVICES INC
-$165.0K
1,443
-50%
建仓
SMH
VANECK ETF TRUST
+$161.3K
717
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$144.2K
235
-92%
减持
NANR
SPDR INDEX SHS FDS
-$136.6K
2,880
-50%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$135.5K
0
-100%
减持
INTC
INTEL CORP
-$134.4K
2,386
-50%
减持
LOW
LOWES COS INC
-$130.8K
687
-50%
减持
NOW
SERVICENOW INC
-$127.5K
196
-50%
减持
CMCSA
COMCAST CORP NEW
-$124.4K
2,807
-50%
减持
PEP
PEPSICO INC
-$122.7K
706
-51%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$121.7K
418
-50%
减持
DFAI
DIMENSIONAL ETF TRUST
-$115.0K
4,517
-49%
减持
AMZN
AMAZON COM INC
-$106.1K
869
-50%
减持
JNJ
JOHNSON & JOHNSON
-$101.2K
654
-50%
减持
BAC
BANK AMERICA CORP
-$97.1K
2,957
-52%
减持
IWN
ISHARES TR
-$95.0K
120
-84%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$94.7K
438
-50%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$94.7K
0
-100%
减持
CSX
CSX CORP
-$93.6K
2,901
-50%
减持
LLY
ELI LILLY & CO
-$91.3K
61
-74%
减持
VB
VANGUARD INDEX FDS
-$86.6K
492
-50%
减持
MRK
MERCK & CO INC
-$86.4K
1,004
-50%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$85.5K
1,873
-50%
减持
IJR
ISHARES TR
-$82.7K
780
-50%
减持
UNH
UNITEDHEALTH GROUP INC
-$82.5K
127
-54%
减持
IEFA
ISHARES TR
-$82.1K
1,235
-50%
增持
MO
ALTRIA GROUP INC
+$81.1K
1,938
+2207%
减持
ORCL
ORACLE CORP
-$79.4K
929
-50%
减持
PPL
PPL CORP
-$78.9K
516
-85%
减持
SO
SOUTHERN CO
-$77.3K
1,129
-50%
减持
CVX
CHEVRON CORP NEW
-$76.6K
543
-50%
减持
EMR
EMERSON ELEC CO
-$73.8K
909
-50%
减持
V
VISA INC
-$66.7K
276
-50%
减持
XRT
SPDR SER TR
-$65.7K
1,000
-50%
减持
ELV
ELEVANCE HEALTH INC
-$64.1K
151
-50%
减持
MCD
MCDONALDS CORP
-$63.8K
205
-50%
减持
PNC
PNC FINL SVCS GROUP INC
-$62.1K
624
-41%
减持
VOE
VANGUARD INDEX FDS
-$57.0K
425
-50%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$56.9K
1,145
-50%
减持
T
AT&T INC
-$56.0K
3,491
-50%
减持
ICLN
ISHARES TR
-$55.8K
3,250
-50%
减持
VGT
VANGUARD WORLD FD
-$55.5K
125
-50%
减持
HON
HONEYWELL INTL INC
-$51.2K
239
-50%
减持
VOT
VANGUARD INDEX FDS
-$50.6K
249
-50%
减持
PG
PROCTER AND GAMBLE CO
-$49.9K
386
-50%
减持
AVGO
BROADCOM INC
-$49.9K
55
-50%
减持
XLK
SELECT SECTOR SPDR TR
-$48.6K
275
-50%
减持
ACWI
ISHARES TR
-$41.6K
434
-51%
减持
JPM
JPMORGAN CHASE & CO
-$40.4K
291
-50%
减持
PFE
PFIZER INC
-$38.6K
1,287
-50%
减持
AFL
AFLAC INC
-$37.0K
468
-50%
减持
ABBV
ABBVIE INC
-$36.5K
285
-50%
减持
BA
BOEING CO
-$35.0K
105
-50%
减持
GOOGL
ALPHABET INC
-$34.4K
274
-49%
减持
CSCO
CISCO SYS INC
-$34.2K
651
-51%
减持
SCHG
SCHWAB STRATEGIC TR
-$33.9K
463
-50%
减持
EEM
ISHARES TR
-$33.5K
851
-50%
减持
MPC
MARATHON PETE CORP
-$32.5K
341
-50%
减持
WSBC
WESBANCO INC
-$32.1K
974
-50%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$31.1K
2,135
-50%
减持
CAT
CATERPILLAR INC
-$30.8K
137
-50%
减持
BDX
BECTON DICKINSON & CO
-$29.8K
124
-50%
减持
GE
GENERAL ELECTRIC CO
-$29.3K
367
-50%
减持
NVDA
NVIDIA CORPORATION
+$28.3K
165
-32%
减持
META
META PLATFORMS INC
-$28.2K
127
-50%
减持
—
ACCENTURE PLC IRELAND
-$27.0K
76
-50%
减持
QCOM
QUALCOMM INC
-$26.7K
225
-50%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$25.9K
1,337
-50%
减持
VO
VANGUARD INDEX FDS
-$25.9K
120
-50%
减持
CARR
CARRIER GLOBAL CORPORATION
-$25.1K
443
-50%
减持
SCZ
ISHARES TR
-$24.5K
405
-50%
减持
INTU
INTUIT
-$24.0K
40
-50%
减持
DE
DEERE & CO
-$23.4K
58
-51%
减持
CMI
CUMMINS INC
-$23.3K
129
-50%
增持
BNY
BANK NEW YORK MELLON CORP
+$23.2K
1,084
+44%
减持
TSLA
TESLA INC
-$23.2K
69
-51%
减持
VYM
VANGUARD WHITEHALL FDS
-$23.1K
226
-50%
减持
VBK
VANGUARD INDEX FDS
-$22.1K
99
-50%
减持
NOBL
PROSHARES TR
-$20.3K
228
-50%
减持
MDLZ
MONDELEZ INTL INC
-$20.3K
294
-48%
减持
RF
REGIONS FINANCIAL CORP NEW
-$20.2K
1,164
-50%
减持
ADBE
ADOBE INC
-$19.1K
26
-52%
减持
SCHV
SCHWAB STRATEGIC TR
-$18.8K
292
-50%
减持
PLD
PROLOGIS INC.
-$17.7K
130
-50%
减持
TJX
TJX COS INC NEW
-$17.2K
199
-50%
减持
WPC
WP CAREY INC
-$16.6K
227
-50%
减持
USB
US BANCORP DEL
-$16.5K
395
-50%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$16.4K
123
-50%
减持
COST
COSTCO WHSL CORP NEW
-$15.9K
27
-50%
减持
NEE
NEXTERA ENERGY INC
-$15.8K
273
-50%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$15.8K
100
-50%
减持
DGRO
ISHARES TR
-$15.7K
316
-50%
减持
BX
BLACKSTONE INC
-$15.7K
120
-50%
减持
DIS
DISNEY WALT CO
-$15.4K
268
-50%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$15.3K
378
-50%
减持
KLAC
KLA CORP
-$14.8K
32
-50%
减持
PM
PHILIP MORRIS INTL INC
-$14.8K
159
-49%
减持
GOOG
ALPHABET INC
-$14.1K
333
-28%
减持
BKNG
BOOKING HOLDINGS INC
-$14.0K
2
-67%
减持
RILY
B. RILEY FINANCIAL INC
-$13.7K
1,379
-50%