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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 53
减持 64
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
DFSD
DIMENSIONAL ETF TRUST
-$4.0M
1,949,760
-2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.7M
2,185,499
+9%
增持
DFGR
DIMENSIONAL ETF TRUST
-$3.5M
1,608,159
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。
+4%
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.0M
351,193
+21%
减持
DFUS
DIMENSIONAL ETF TRUST
-$2.4M
1,203,541
-5%
减持
DFLV
DIMENSIONAL ETF TRUST
-$2.3M
1,799,402
-2%
清仓
GROY
GOLD ROYALTY CORP
-$1.9M
0
-100%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.9M
1,228,911
-4%
增持
DFIC
DIMENSIONAL ETF TRUST
-$1.8M
1,526,163
+4%
增持
DISV
DIMENSIONAL ETF TRUST
-$1.5M
767,020
+2%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.3M
297,533
+14%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.2M
879,895
-5%
建仓
ACVA
ACV AUCTIONS INC
+$1.1M
52,100
增持
DFEM
DIMENSIONAL ETF TRUST
-$1.1M
772,254
+2%
减持
DFAW
DIMENSIONAL ETF TRUST
-$941.1K
257,656
-4%
减持
DFIV
DIMENSIONAL ETF TRUST
-$879.7K
260,643
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
-$872.3K
704,455
-2%
增持
DIHP
DIMENSIONAL ETF TRUST
-$864.2K
668,103
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
-$812.3K
461,634
+1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$694.3K
481,754
-2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$674.2K
206,560
-4%
增持
DFNM
DIMENSIONAL ETF TRUST
+$528.6K
64,750
+23%
减持
DFSV
DIMENSIONAL ETF TRUST
-$525.2K
1,227,179
-1%
增持
DFEV
DIMENSIONAL ETF TRUST
-$421.4K
217,175
+1%
增持
DEHP
DIMENSIONAL ETF TRUST
-$378.1K
225,440
+2%
减持
MSFT
MICROSOFT CORP
-$329.1K
4,786
-12%
减持
DFSE
DIMENSIONAL ETF TRUST
-$267.7K
4,730
-61%
减持
VB
VANGUARD INDEX FDS
-$267.5K
3,864
-24%
增持
AAPL
APPLE INC
+$247.0K
12,818
+1%
增持
DFGX
DIMENSIONAL ETF TRUST
+$231.5K
107,307
+8%
增持
DGCB
DIMENSIONAL ETF TRUST
-$231.1K
329,055
+3%
减持
DFAT
DIMENSIONAL ETF TRUST
-$174.9K
142,402
-2%
增持
EQT
EQT CORP
+$166.4K
13,632
+8%
减持
LLY
ELI LILLY & CO
-$162.8K
480
-20%
增持
TSLA
TESLA INC
+$149.2K
863
+13%
减持
DFSU
DIMENSIONAL ETF TRUST
-$137.1K
50,458
-8%
减持
DFIS
DIMENSIONAL ETF TRUST
-$134.8K
55,673
-1%
减持
DFAR
DIMENSIONAL ETF TRUST
-$134.1K
54,979
-0%
增持
NVDA
NVIDIA CORPORATION
+$119.3K
8,612
+1%
增持
MCD
MCDONALDS CORP
-$105.6K
7,501
+0%
减持
SO
SOUTHERN CO
-$99.6K
38
-97%
清仓
IEFA
ISHARES TR
-$96.4K
0
-100%
增持
AMZN
AMAZON COM INC
+$75.1K
1,916
+3%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$72.5K
0
-100%
减持
ORCL
ORACLE CORP
-$63.9K
3,380
-8%
增持
WSBC
WESBANCO INC
+$63.7K
22,867
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$62.1K
1,454
+0%
减持
NEE
NEXTERA ENERGY INC
-$53.3K
4,138
-0%
增持
DFSI
DIMENSIONAL ETF TRUST
-$53.0K
30,264
+3%
清仓
ICLN
ISHARES TR
-$47.7K
0
-100%
减持
AFL
AFLAC INC
-$45.6K
73
-85%
增持
T
AT&T INC
+$42.5K
10,344
+18%
建仓
VTEI
VANGUARD MUN BD FDS
+$42.3K
426
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$41.1K
0
-100%
减持
PEP
PEPSICO INC
-$38.9K
695
-18%
减持
DFSB
DIMENSIONAL ETF TRUST
-$36.0K
12,127
-1%
减持
QCOM
QUALCOMM INC
-$32.4K
148
-54%
增持
ROK
ROCKWELL AUTOMATION INC
+$30.9K
329
+40%
增持
TOL
TOLL BROTHERS INC
+$30.6K
281
+806%
清仓
VXUS
VANGUARD STAR FDS
-$30.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$28.8K
1,039
+3%
建仓
BLK
BLACKROCK INC
+$27.7K
27
增持
COP
CONOCOPHILLIPS
+$26.8K
365
+310%
清仓
—
BLACKROCK INC
-$26.6K
0
-100%
减持
RF
REGIONS FINANCIAL CORP NEW
-$25.5K
103
-91%
减持
EEM
ISHARES TR
-$25.4K
326
-62%
减持
ELV
ELEVANCE HEALTH INC
-$25.2K
146
-4%
减持
MRK
MERCK & CO INC
-$25.1K
915
-11%
减持
CMCSA
COMCAST CORP NEW
-$24.2K
2,929
-9%
清仓
—
MARATHON OIL CORP
-$23.5K
0
-100%
减持
—
EXXON MOBIL CORP
-$23.4K
2,390
-0%
减持
AVGO
BROADCOM INC
+$21.9K
497
-8%
增持
VPU
VANGUARD WORLD FD
-$21.0K
2,631
+2%
增持
BNY
BANK NEW YORK MELLON CORP
+$20.9K
4,167
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
-$20.8K
20,778
+5%
减持
JNJ
JOHNSON & JOHNSON
-$20.5K
637
-8%
增持
LOW
LOWES COS INC
-$19.8K
830
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$19.6K
241
-0%
清仓
SONY
SONY GROUP CORP
-$19.3K
0
-100%
建仓
JPEF
J P MORGAN EXCHANGE TRADED F
+$18.7K
278
建仓
SPYM
SPDR SER TR
+$18.6K
270
减持
MPC
MARATHON PETE CORP
-$18.0K
762
-0%
增持
AR
ANTERO RESOURCES CORP
+$17.9K
537
+1578%
增持
VTI
VANGUARD INDEX FDS
+$17.8K
2,001
+1%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$17.2K
100
增持
UPS
UNITED PARCEL SERVICE INC
-$17.2K
1,828
+1%
减持
DIS
DISNEY WALT CO
-$17.0K
107
-64%
增持
GOOG
ALPHABET INC
+$16.9K
597
+3%
清仓
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
-$16.4K
0
-100%
清仓
—
LAM RESEARCH CORP
-$16.3K
0
-100%
减持
INTC
INTEL CORP
-$16.0K
1,836
-18%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$15.8K
75
减持
—
JOHNSON CTLS INTL PLC
-$15.2K
51
-79%
清仓
RILY
B. RILEY FINANCIAL INC
-$14.8K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$14.3K
529
-16%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$13.2K
535
+1958%
减持
BAC
BANK AMERICA CORP
-$13.2K
2,435
-20%
减持
SLB
SCHLUMBERGER LTD
-$12.9K
713
-26%
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$12.4K
0
-100%
增持
VTV
VANGUARD INDEX FDS
-$12.3K
2,480
+0%
减持
GD
GENERAL DYNAMICS CORP
-$12.2K
307
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$11.8K
403
+0%
减持
MDLZ
MONDELEZ INTL INC
-$11.7K
292
-26%
减持
PFE
PFIZER INC
-$11.7K
995
-24%
减持
PG
PROCTER AND GAMBLE CO
-$11.1K
603
-7%
减持
PSX
PHILLIPS 66
-$11.0K
37
-68%
增持
OVV
OVINTIV INC
+$10.5K
286
+921%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$10.2K
192
减持
ABBV
ABBVIE INC
-$10.1K
499
-0%
减持
AMGN
AMGEN INC
-$9.8K
44
-33%
增持
—
ROYAL CARIBBEAN GROUP
+$9.7K
172
+2%
减持
NOV
NOV INC
-$9.6K
6,902
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$9.4K
1,284
-0%
清仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$9.4K
0
-100%
减持
FE
FIRSTENERGY CORP
-$9.0K
29
-87%
建仓
LRCX
LAM RESEARCH CORP
+$8.8K
122
增持
GEV
GE VERNOVA INC
+$8.8K
98
+7%
建仓
ANET
ARISTA NETWORKS INC
+$8.6K
78
清仓
—
ARISTA NETWORKS INC
-$8.4K
0
-100%
减持
DKS
DICKS SPORTING GOODS INC
+$8.2K
418
-0%
增持
WBD
WARNER BROS DISCOVERY INC
+$8.1K
2,274
+18%
清仓
—
BLACKROCK MUN INCOME QUALITY
-$8.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$7.9K
523
-8%
清仓
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$7.8K
0
-100%
增持
GE
GE AEROSPACE
-$7.6K
376
+1%
减持
EMR
EMERSON ELEC CO
+$7.3K
868
-5%
增持
DAL
DELTA AIR LINES INC DEL
+$7.2K
202
+104%
增持
FUN
SIX FLAGS ENTERTAINMENT CORP
+$6.9K
149
+2383%
减持
—
LINDE PLC
-$6.7K
25
-31%
减持
—
TRANE TECHNOLOGIES PLC
-$6.7K
325
-0%
清仓
—
PIONEER MUNICIPAL HIGH INCOM
-$6.4K
0
-100%
增持
APP
APPLOVIN CORP
+$6.1K
28
+22%
增持
FDX
FEDEX CORP
+$6.1K
720
+0%
减持
—
EATON CORP PLC
-$5.9K
98
-16%
清仓
—
ASML HOLDING N V
-$5.8K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
-$5.8K
439
-1%
增持
CSX
CSX CORP
-$5.7K
2,962
+1%
减持
KLAC
KLA CORP
-$5.4K
32
-3%
增持
GLW
CORNING INC
+$5.4K
181
+151%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$5.3K
3
-50%
减持
KHC
KRAFT HEINZ CO
-$5.2K
825
-5%
增持
PPG
PPG INDS INC
-$5.1K
404
+0%
建仓
ETHA
ISHARES ETHEREUM TR
+$5.1K
200
建仓
ANVS
ANNOVIS BIO INC
+$5.0K
1,000
减持
REGN
REGENERON PHARMACEUTICALS
-$4.8K
8
-20%
增持
KO
COCA COLA CO
-$4.4K
577
+3%
建仓
DKL
DELEK LOGISTICS PARTNERS LP
+$4.2K
100
减持
DHI
D R HORTON INC
-$4.1K
77
-1%
增持
APO
APOLLO GLOBAL MGMT INC
+$4.0K
97
+1%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$4.0K
0
-100%