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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 34
增持 90
减持 25
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$12.6M
2,002,893
+13%
增持
DFGR
DIMENSIONAL ETF TRUST
+$6.2M
1,545,173
+1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.4M
1,272,399
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。
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$3.2M
720,293
-1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.9M
1,465,187
+0%
减持
DFLV
DIMENSIONAL ETF TRUST
+$2.8M
1,829,105
-1%
减持
DFSV
DIMENSIONAL ETF TRUST
+$2.4M
1,243,434
-0%
减持
PINS
PINTEREST INC
-$2.3M
19
-100%
增持
MCD
MCDONALDS CORP
+$2.2M
7,488
+3720%
增持
DFGP
DIMENSIONAL ETF TRUST
+$2.1M
261,340
+12%
增持
AAPL
APPLE INC
+$2.1M
12,716
+198%
建仓
GROY
GOLD ROYALTY CORP
+$1.9M
97,300
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.9M
921,505
+0%
减持
DUHP
DIMENSIONAL ETF TRUST
+$1.8M
1,274,006
-2%
减持
DFSD
DIMENSIONAL ETF TRUST
+$1.4M
1,998,729
-0%
减持
DISV
DIMENSIONAL ETF TRUST
+$1.4M
753,752
-1%
增持
DUSB
DIMENSIONAL ETF TRUST
+$1.3M
289,888
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
5,909
+4590%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.2M
756,462
+1%
减持
DFAW
DIMENSIONAL ETF TRUST
-$1.1M
268,426
-12%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.0M
639,728
+1%
增持
VB
VANGUARD INDEX FDS
+$1.0M
5,092
+883%
减持
DFUV
DIMENSIONAL ETF TRUST
+$965.5K
489,511
-1%
增持
DGCB
DIMENSIONAL ETF TRUST
+$783.4K
319,828
+1%
增持
NVDA
NVIDIA CORPORATION
+$748.3K
8,541
+265%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$742.0K
8,904
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$730.5K
11,595
减持
DFAE
DIMENSIONAL ETF TRUST
+$691.2K
456,911
-0%
增持
WSBC
WESBANCO INC
+$651.3K
22,846
+2090%
增持
MSFT
MICROSOFT CORP
+$625.8K
5,453
+42%
建仓
VTI
VANGUARD INDEX FDS
+$562.2K
1,985
增持
DFGX
DIMENSIONAL ETF TRUST
+$552.1K
99,478
+8%
增持
DFAI
DIMENSIONAL ETF TRUST
+$493.5K
19,747
+337%
增持
ORCL
ORACLE CORP
+$493.4K
3,681
+288%
减持
DFAT
DIMENSIONAL ETF TRUST
+$487.3K
145,622
-1%
增持
DFNM
DIMENSIONAL ETF TRUST
+$481.4K
52,832
+21%
增持
D
DOMINION ENERGY INC
+$469.0K
8,234
+5781%
增持
LLY
ELI LILLY & CO
+$462.7K
602
+672%
增持
EQT
EQT CORP
+$460.1K
12,612
+23256%
建仓
VPU
VANGUARD WORLD FD
+$451.0K
2,591
减持
DFIV
DIMENSIONAL ETF TRUST
+$430.6K
265,948
-1%
增持
HON
HONEYWELL INTL INC
+$397.1K
2,175
+784%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$374.2K
1,285
+141%
增持
IWD
ISHARES TR
+$368.5K
3,958
+80%
增持
NEE
NEXTERA ENERGY INC
+$329.5K
4,140
+1333%
增持
USB
US BANCORP DEL
+$289.1K
6,676
+1532%
建仓
IWM
ISHARES TR
+$287.3K
1,301
减持
DFAX
DIMENSIONAL ETF TRUST
+$268.6K
215,080
-1%
增持
DEHP
DIMENSIONAL ETF TRUST
+$266.2K
221,642
+1%
增持
IWN
ISHARES TR
+$259.4K
1,665
+1288%
增持
UPS
UNITED PARCEL SERVICE INC
+$241.0K
1,817
+3608%
增持
DFEV
DIMENSIONAL ETF TRUST
+$234.0K
214,813
+0%
增持
BNY
BANK NEW YORK MELLON CORP
+$233.8K
4,165
+281%
增持
QQQ
INVESCO QQQ TR
+$205.2K
1,295
+45%
增持
DFAR
DIMENSIONAL ETF TRUST
+$198.8K
55,127
+0%
增持
FDX
FEDEX CORP
+$188.7K
718
+2662%
增持
TSLA
TESLA INC
+$182.9K
762
+818%
增持
VYM
VANGUARD WHITEHALL FDS
+$162.4K
1,476
+553%
增持
VTV
VANGUARD INDEX FDS
+$162.4K
2,476
+47%
建仓
EXR
EXTRA SPACE STORAGE INC
+$128.8K
715
减持
DFSU
DIMENSIONAL ETF TRUST
+$121.5K
55,122
-0%
增持
—
TRANE TECHNOLOGIES PLC
+$117.8K
326
+1107%
增持
T
AT&T INC
+$117.0K
8,775
+120%
增持
NOV
NOV INC
+$109.2K
6,913
+10702%
减持
DFIS
DIMENSIONAL ETF TRUST
+$104.5K
55,978
-1%
增持
TJX
TJX COS INC NEW
+$103.8K
1,109
+360%
增持
AMZN
AMAZON COM INC
+$103.3K
1,853
+48%
增持
DFSI
DIMENSIONAL ETF TRUST
+$94.3K
29,303
+1%
增持
RPM
RPM INTL INC
+$92.3K
780
+4005%
增持
GD
GENERAL DYNAMICS CORP
+$90.8K
308
+3750%
增持
DKS
DICKS SPORTING GOODS INC
+$83.4K
419
+2105%
增持
META
META PLATFORMS INC
+$79.5K
298
+65%
增持
UNH
UNITEDHEALTH GROUP INC
+$73.3K
242
+81%
增持
LOW
LOWES COS INC
+$72.6K
829
+20%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$72.5K
1,826
增持
MPC
MARATHON PETE CORP
+$63.8K
763
+119%
增持
ROK
ROCKWELL AUTOMATION INC
+$59.5K
235
+1708%
增持
OUNZ
VANECK MERK GOLD ETF
+$54.4K
6,430
+33%
增持
ABBV
ABBVIE INC
+$54.3K
500
+93%
增持
ANSS
ANSYS INC
+$54.1K
176
+2833%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$50.9K
425
增持
PG
PROCTER AND GAMBLE CO
+$45.3K
648
+60%
增持
VZ
VERIZON COMMUNICATIONS INC
+$43.8K
7,475
+6%
减持
—
EXXON MOBIL CORP
-$42.2K
2,394
-15%
增持
SLB
SCHLUMBERGER LTD
+$36.3K
958
+1068%
增持
MS
MORGAN STANLEY
+$33.1K
393
+385%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$32.6K
800
增持
DFSE
DIMENSIONAL ETF TRUST
+$31.7K
11,982
+2%
建仓
VXUS
VANGUARD STAR FDS
+$30.3K
468
增持
DFSB
DIMENSIONAL ETF TRUST
+$29.3K
12,295
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$29.1K
1,100
+1000%
增持
KMB
KIMBERLY-CLARK CORP
+$28.8K
227
+808%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$28.2K
50
增持
YUM
YUM BRANDS INC
+$28.2K
222
+957%
增持
KHC
KRAFT HEINZ CO
+$28.2K
871
+1077%
增持
MA
MASTERCARD INCORPORATED
+$27.8K
519
+0%
建仓
ETG
EATON VANCE TX ADV GLBL DIV
+$26.5K
1,000
建仓
BFS
SAUL CTRS INC
+$25.2K
600
增持
PEP
PEPSICO INC
+$25.0K
850
+17%
增持
—
ROYAL CARIBBEAN GROUP
+$22.4K
168
+257%
增持
—
DISCOVER FINL SVCS
+$22.3K
188
+506%
增持
PGR
PROGRESSIVE CORP
+$21.4K
137
+114%
减持
INTC
INTEL CORP
-$20.6K
2,250
-5%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$20.4K
187
增持
—
MARATHON OIL CORP
+$20.4K
882
+709%
建仓
SONY
SONY GROUP CORP
+$19.3K
200
增持
PNC
PNC FINL SVCS GROUP INC
+$18.6K
629
+0%
减持
GOOGL
ALPHABET INC
-$17.6K
1,012
-1%
建仓
SNY
SANOFI
+$17.2K
299
增持
BWXT
BWX TECHNOLOGIES INC
+$16.6K
161
+1689%
建仓
IBN
ICICI BANK LIMITED
+$16.4K
550
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$16.4K
425
+0%
建仓
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
+$16.4K
1,297
增持
SO
SOUTHERN CO
+$14.4K
1,139
+0%
增持
THO
THOR INDS INC
+$13.9K
140
+833%
增持
JNJ
JOHNSON & JOHNSON
+$13.0K
695
+2%
增持
CRM
SALESFORCE INC
+$12.7K
84
+110%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$12.4K
1,000
建仓
CGW
INVESCO EXCH TRADED FD TR II
+$12.3K
201
建仓
AMX
AMERICA MOVIL SAB DE CV
+$12.2K
748
减持
MRK
MERCK & CO INC
-$12.2K
1,023
-1%
建仓
XXGRFXX
EAGLE CAP GROWTH FD INC
+$12.1K
1,222
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$11.5K
0
-100%
增持
MO
ALTRIA GROUP INC
+$10.8K
1,955
+0%
增持
XEL
XCEL ENERGY INC
+$10.7K
191
+479%
减持
AFL
AFLAC INC
+$10.6K
475
-0%
减持
GE
GE AEROSPACE
+$10.6K
373
-1%
增持
CMCSA
COMCAST CORP NEW
+$10.2K
3,210
+1%
增持
MDLZ
MONDELEZ INTL INC
+$10.0K
396
+35%
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$9.4K
375
增持
BBY
BEST BUY INC
+$9.4K
124
+210%
增持
FE
FIRSTENERGY CORP
+$9.2K
230
+785%
建仓
YUMC
YUM CHINA HLDGS INC
+$9.0K
200
减持
IVV
ISHARES TR
+$8.9K
781
-3%
增持
WBD
WARNER BROS DISCOVERY INC
+$8.6K
1,931
+95%
增持
GOOG
ALPHABET INC
-$8.5K
579
+1%
减持
—
SILA REALTY TRUST INC
-$8.4K
735
-42%
建仓
PHK
PIMCO HIGH INCOME FD
+$8.3K
1,667
增持
QCOM
QUALCOMM INC
+$8.1K
324
+37%
建仓
—
BLACKROCK MUN INCOME QUALITY
+$8.0K
667
增持
GEV
GE VERNOVA INC
+$8.0K
92
+2%
建仓
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$7.8K
666
减持
CARR
CARRIER GLOBAL CORPORATION
+$7.5K
444
-1%
建仓
VHT
VANGUARD WORLD FD
+$7.3K
26
建仓
NVO
NOVO-NORDISK A S
+$7.1K
60
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$7.1K
31
+210%
建仓
IAT
ISHARES TR
+$7.0K
148
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$6.9K
87
建仓
—
PIONEER MUNICIPAL HIGH INCOM
+$6.4K
666
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$6.4K
57
