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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 74
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
DFUS
DIMENSIONAL ETF TRUST
-$4.3M
1,197,781
-0%
减持
DFAS
DIMENSIONAL ETF TRUST
-$3.8M
704,409
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
-$2.9M
1,238,452
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%
增持
NEM
NEWMONT CORP
+$2.9M
60,088
+83356%
减持
DFIC
DIMENSIONAL ETF TRUST
+$2.9M
1,523,384
-0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.2M
2,195,812
+0%
增持
DUSB
DIMENSIONAL ETF TRUST
+$2.0M
388,689
+11%
减持
DISV
DIMENSIONAL ETF TRUST
+$1.8M
760,430
-1%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.5M
322,613
+8%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.5M
1,619,729
+1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.3M
1,951,467
+0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.1M
668,343
+0%
清仓
ACVA
ACV AUCTIONS INC
-$1.1M
0
-100%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.0M
1,222,370
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
-$956.4K
893,578
+2%
减持
DFIV
DIMENSIONAL ETF TRUST
+$899.2K
257,794
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$700.5K
140,330
-1%
减持
DFLV
DIMENSIONAL ETF TRUST
+$629.6K
1,788,213
-1%
减持
DFAW
DIMENSIONAL ETF TRUST
-$575.8K
253,221
-2%
减持
AAPL
APPLE INC
-$478.3K
12,297
-4%
增持
DFEM
DIMENSIONAL ETF TRUST
+$302.5K
775,807
+0%
增持
DFNM
DIMENSIONAL ETF TRUST
+$301.0K
71,350
+10%
减持
NVDA
NVIDIA CORPORATION
-$244.5K
8,415
-2%
减持
DFAX
DIMENSIONAL ETF TRUST
+$243.1K
205,273
-1%
增持
DFEV
DIMENSIONAL ETF TRUST
+$241.0K
219,339
+1%
减持
DFAE
DIMENSIONAL ETF TRUST
+$239.9K
461,629
-0%
减持
MSFT
MICROSOFT CORP
-$226.7K
4,770
-0%
增持
DGCB
DIMENSIONAL ETF TRUST
+$198.9K
329,269
+0%
建仓
IVW
ISHARES TR
+$180.1K
1,940
增持
MCD
MCDONALDS CORP
+$173.1K
7,515
+0%
增持
DEHP
DIMENSIONAL ETF TRUST
+$172.6K
227,993
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$170.1K
5,908
-0%
增持
OUNZ
VANECK MERK GOLD ETF
+$166.6K
10,924
+70%
增持
TSLA
TESLA INC
-$121.7K
875
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$102.4K
1,285
+0%
减持
EQT
EQT CORP
+$99.5K
13,626
-0%
减持
ORCL
ORACLE CORP
-$91.0K
3,378
-0%
减持
DFGX
DIMENSIONAL ETF TRUST
-$85.8K
105,808
-1%
增持
DFSU
DIMENSIONAL ETF TRUST
-$83.1K
51,081
+1%
增持
KMB
KIMBERLY-CLARK CORP
+$79.8K
771
+238%
增持
DFIS
DIMENSIONAL ETF TRUST
+$72.2K
55,698
+0%
减持
LLY
ELI LILLY & CO
-$64.1K
371
-23%
增持
AMZN
AMAZON COM INC
-$51.6K
1,938
+1%
减持
DFSI
DIMENSIONAL ETF TRUST
+$48.0K
29,870
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$46.2K
20,906
+1%
增持
USB
US BANCORP DEL
-$37.3K
6,679
+0%
减持
GOOGL
ALPHABET INC
-$36.5K
1,036
-0%
增持
WSBC
WESBANCO INC
-$35.5K
22,889
+0%
增持
D
DOMINION ENERGY INC
+$33.6K
8,509
+3%
减持
AVGO
BROADCOM INC
-$32.3K
495
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$31.9K
479,139
-1%
减持
GE
GE AEROSPACE
-$30.9K
159
-58%
增持
HON
HONEYWELL INTL INC
-$30.5K
2,176
+0%
增持
BNY
BANK NEW YORK MELLON CORP
+$29.7K
4,172
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$29.1K
1,831
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$28.1K
1,436
-1%
增持
PG
PROCTER AND GAMBLE CO
+$27.9K
757
+26%
增持
VTI
VANGUARD INDEX FDS
-$27.8K
2,009
+0%
减持
—
EXXON MOBIL CORP
+$26.7K
2,386
-0%
增持
VPU
VANGUARD WORLD FD
+$22.7K
2,651
+1%
减持
DFAR
DIMENSIONAL ETF TRUST
+$22.0K
54,746
-0%
减持
GOOG
ALPHABET INC
-$21.4K
591
-1%
建仓
XLV
SELECT SECTOR SPDR TR
+$19.7K
135
减持
GEV
GE VERNOVA INC
-$18.5K
45
-54%
增持
SLV
ISHARES SILVER TR
+$18.4K
720
+380%
减持
PNC
PNC FINL SVCS GROUP INC
-$17.8K
479
-9%
建仓
ETV
EATON VANCE TAX-MANAGED BUY-
+$17.1K
1,297
增持
JNJ
JOHNSON & JOHNSON
+$16.5K
656
+3%
增持
GIS
GENERAL MLS INC
+$16.5K
338
+483%
建仓
XBI
SPDR SER TR
+$16.2K
200
减持
ABBV
ABBVIE INC
+$15.5K
497
-0%
减持
MO
ALTRIA GROUP INC
+$15.0K
1,952
-0%
增持
DFSB
DIMENSIONAL ETF TRUST
+$14.3K
12,272
+1%
减持
T
AT&T INC
+$13.5K
8,807
-15%
建仓
DIVO
AMPLIFY ETF TR
+$13.3K
325
建仓
IJT
ISHARES TR
+$12.9K
104
增持
CVX
CHEVRON CORP NEW
+$12.7K
529
+1%
增持
MDLZ
MONDELEZ INTL INC
+$12.6K
443
+52%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$12.1K
135
增持
V
VISA INC
+$12.0K
320
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$11.8K
203
+190%
增持
MA
MASTERCARD INCORPORATED
+$11.7K
520
+0%
增持
DKS
DICKS SPORTING GOODS INC
-$11.2K
419
+0%
减持
—
TRANE TECHNOLOGIES PLC
-$10.9K
324
-0%
建仓
IJS
ISHARES TR
+$10.7K
110
减持
XLK
SELECT SECTOR SPDR TR
-$10.3K
260
-5%
增持
ELV
ELEVANCE HEALTH INC
+$10.1K
147
+1%
减持
MRK
MERCK & CO INC
-$9.9K
904
-1%
增持
VTV
VANGUARD INDEX FDS
+$9.3K
2,485
+0%
减持
BAC
BANK AMERICA CORP
-$9.0K
2,349
-4%
增持
ROK
ROCKWELL AUTOMATION INC
-$8.8K
330
+0%
增持
BKNG
BOOKING HOLDINGS INC
+$8.1K
5
+67%
增持
CSX
CSX CORP
-$7.7K
2,985
+1%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$6.4K
343
减持
—
EATON CORP PLC
-$6.2K
97
-1%
减持
TOL
TOLL BROTHERS INC
-$5.9K
279
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.9K
244
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.8K
1,877
+0%
减持
PGR
PROGRESSIVE CORP
+$5.7K
137
-1%
增持
YUM
YUM BRANDS INC
+$5.3K
222
+0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$5.2K
88
-44%
增持
CRM
SALESFORCE INC
-$5.0K
86
+2%
增持
MPC
MARATHON PETE CORP
+$4.9K
763
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$4.8K
423
-0%
增持
VTEI
VANGUARD MUN BD FDS
+$4.7K
476
+12%
减持
PPG
PPG INDS INC
-$4.5K
400
-1%
增持
CVS
CVS HEALTH CORP
+$4.3K
152
+13%
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N
-$4.2K
0
-100%
增持
ABT
ABBOTT LABS
+$4.2K
156
+7%
增持
—
ROYAL CARIBBEAN GROUP
-$3.9K
174
+1%
增持
BX
BLACKSTONE INC
-$3.8K
121
+1%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$3.8K
528
-1%
减持
INTC
INTEL CORP
+$3.7K
1,786
-3%
减持
—
ACCENTURE PLC IRELAND
-$3.5K
79
-1%
增持
TSCO
TRACTOR SUPPLY CO
+$3.4K
78
+388%
减持
DECK
DECKERS OUTDOOR CORP
-$3.3K
30
-9%
增持
MS
MORGAN STANLEY
-$3.2K
396
+1%
减持
APO
APOLLO GLOBAL MGMT INC
-$3.1K
94
-3%
增持
NEE
NEXTERA ENERGY INC
-$3.1K
4,141
+0%
增持
PPL
PPL CORP
+$3.1K
562
+6%
增持
GD
GENERAL DYNAMICS CORP
+$3.1K
308
+0%
减持
ON
ON SEMICONDUCTOR CORP
-$3.0K
22
-65%
减持
MRVL
MARVELL TECHNOLOGY INC
-$3.0K
50
-9%
增持
AR
ANTERO RESOURCES CORP
+$3.0K
539
+0%
减持
THO
THOR INDS INC
-$2.9K
139
-1%
增持
AMGN
AMGEN INC
+$2.9K
46
+5%
减持
PEP
PEPSICO INC
-$2.8K
686
-1%
增持
GILD
GILEAD SCIENCES INC
+$2.7K
107
+6%
减持
GWW
GRAINGER W W INC
-$2.6K
8
-20%
增持
SLB
SCHLUMBERGER LTD
+$2.6K
716
+0%
减持
TGT
TARGET CORP
-$2.5K
30
-29%
增持
DAL
DELTA AIR LINES INC DEL
-$2.4K
225
+11%
减持
DFSE
DIMENSIONAL ETF TRUST
+$2.4K
4,724
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$2.3K
31
-9%
增持
EXC
EXELON CORP
+$2.3K
209
+8%
减持
WBD
WARNER BROS DISCOVERY INC
-$2.3K
2,025
-11%
增持
KLAC
KLA CORP
+$2.3K
33
+3%
增持
ANET
ARISTA NETWORKS INC
-$2.3K
82
+5%
减持
CARR
CARRIER GLOBAL CORPORATION
-$2.3K
437
-0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.2K
125
+8%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$2.2K
34
+13%
增持
AMAT
APPLIED MATLS INC
-$2.2K
133
+1%
增持
META
META PLATFORMS INC
-$2.1K
300
+1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$2.0K
80
-22%
减持
TMUS
T-MOBILE US INC
+$2.0K
49
-2%
减持
SRE
SEMPRA
-$2.0K
101
-4%
减持
VYX
NCR VOYIX CORPORATION
-$2.0K
482
-0%
减持
WAB
WABTEC
-$1.9K
26
-26%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.9K
7,304
-12%
减持
STZ
CONSTELLATION BRANDS INC
-$1.9K
9
-44%