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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 72
减持 67
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$9.7M
1,224,999
+2%
减持
DFIC
DIMENSIONAL ETF TRUST
+$4.6M
1,507,495
-1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.4M
730,447
+4%
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。
增持
DFSV
DIMENSIONAL ETF TRUST
+$4.4M
1,335,123
+8%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.5M
920,871
+3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.3M
1,233,255
+1%
减持
NEM
NEWMONT CORP
-$2.9M
101
-100%
减持
DISV
DIMENSIONAL ETF TRUST
+$2.5M
747,645
-2%
减持
DFEM
DIMENSIONAL ETF TRUST
+$2.4M
772,996
-0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.7M
1,818,553
+2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.7M
1,648,809
+2%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.7M
347,503
+8%
减持
DIHP
DIMENSIONAL ETF TRUST
+$1.7M
666,785
-0%
减持
DFSD
DIMENSIONAL ETF TRUST
-$1.6M
1,898,104
-3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.5M
463,274
+0%
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$1.3M
57,000
减持
DFAW
DIMENSIONAL ETF TRUST
+$995.8K
246,172
-3%
减持
DFCF
DIMENSIONAL ETF TRUST
-$917.5K
2,163,709
-1%
增持
DEHP
DIMENSIONAL ETF TRUST
+$850.8K
235,741
+3%
增持
DFEV
DIMENSIONAL ETF TRUST
+$841.8K
225,906
+3%
增持
DUSB
DIMENSIONAL ETF TRUST
+$825.4K
404,800
+4%
增持
TOST
TOAST INC
+$665.4K
15,042
+62575%
减持
DFIV
DIMENSIONAL ETF TRUST
+$589.1K
250,662
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
+$510.2K
200,487
-2%
增持
OUNZ
VANECK MERK GOLD ETF
+$483.3K
25,480
+133%
增持
NVDA
NVIDIA CORPORATION
+$433.4K
8,516
+1%
减持
DFAR
DIMENSIONAL ETF TRUST
-$345.6K
40,737
-26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$273.1K
5,910
+0%
增持
ORCL
ORACLE CORP
+$267.8K
3,385
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$239.8K
138,350
-1%
减持
MSFT
MICROSOFT CORP
+$238.4K
4,079
-14%
增持
DFSU
DIMENSIONAL ETF TRUST
+$228.6K
52,428
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$219.0K
472,193
-1%
清仓
BP
BP PLC
-$216.4K
0
-100%
减持
DGCB
DIMENSIONAL ETF TRUST
+$187.0K
326,282
-1%
增持
MCD
MCDONALDS CORP
-$147.8K
7,529
+0%
增持
DFSI
DIMENSIONAL ETF TRUST
+$139.6K
29,986
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$138.4K
4,458
-39%
减持
DFIS
DIMENSIONAL ETF TRUST
+$123.4K
52,366
-6%
增持
DFGX
DIMENSIONAL ETF TRUST
+$122.1K
105,896
+0%
减持
MO
ALTRIA GROUP INC
-$113.9K
55
-97%
增持
TSLA
TESLA INC
+$99.5K
1,027
+17%
增持
DFAI
DIMENSIONAL ETF TRUST
+$77.4K
21,124
+1%
减持
EQT
EQT CORP
+$66.6K
13,625
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$62.6K
209
-14%
减持
VTI
VANGUARD INDEX FDS
+$58.1K
2,008
-0%
增持
AMZN
AMAZON COM INC
+$57.3K
1,942
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$55.5K
1,431
-0%
增持
MS
MORGAN STANLEY
+$52.8K
703
+78%
减持
AVGO
BROADCOM INC
+$51.4K
487
-2%
减持
META
META PLATFORMS INC
+$47.8K
299
-0%
减持
HON
HONEYWELL INTL INC
+$45.7K
2,175
-0%
减持
DFNM
DIMENSIONAL ETF TRUST
-$44.2K
70,628
-1%
减持
IVV
ISHARES TR
+$43.0K
776
-1%
增持
COF
CAPITAL ONE FINL CORP
+$41.6K
226
+528%
减持
DFSB
DIMENSIONAL ETF TRUST
-$35.0K
11,387
-7%
增持
BX
BLACKSTONE INC
+$33.5K
337
+179%
增持
KKR
KKR & CO INC
+$33.1K
276
+790%
增持
BNY
BANK NEW YORK MELLON CORP
+$33.1K
4,204
+1%
清仓
—
DISCOVER FINL SVCS
-$32.4K
0
-100%
增持
AAPL
APPLE INC
-$32.3K
13,156
+7%
增持
VRT
VERTIV HOLDINGS CO
+$31.7K
264
+780%
增持
MRVL
MARVELL TECHNOLOGY INC
+$31.2K
443
+786%
增持
GOOGL
ALPHABET INC
+$26.4K
1,059
+2%
增持
VTEI
VANGUARD MUN BD FDS
+$24.8K
729
+53%
减持
ROK
ROCKWELL AUTOMATION INC
+$24.0K
329
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$23.4K
76
+407%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$21.7K
1,293
-31%
减持
EMR
EMERSON ELEC CO
+$20.4K
867
-0%
减持
NOV
NOV INC
-$19.4K
6,890
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$18.8K
406
+1%
增持
VPU
VANGUARD WORLD FD
+$18.4K
2,669
+1%
减持
DFSE
DIMENSIONAL ETF TRUST
+$17.1K
4,629
-2%
减持
IHDG
WISDOMTREE TR
-$16.6K
3,090
-14%
清仓
XBI
SPDR SER TR
-$16.2K
0
-100%
增持
GOOG
ALPHABET INC
+$16.1K
611
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$15.6K
240
+18%
增持
DIS
DISNEY WALT CO
+$14.5K
208
+82%
减持
PEP
PEPSICO INC
-$13.9K
674
-2%
减持
MPC
MARATHON PETE CORP
+$13.8K
752
-1%
减持
WSBC
WESBANCO INC
+$13.0K
22,814
-0%
减持
FDX
FEDEX CORP
-$12.5K
717
-0%
减持
MRK
MERCK & CO INC
-$12.3K
870
-4%
减持
ABBV
ABBVIE INC
-$12.1K
496
-0%
增持
NFLX
NETFLIX INC
+$11.9K
27
+4%
建仓
CRWV
COREWEAVE INC
+$11.4K
70
增持
CVX
CHEVRON CORP NEW
+$10.4K
691
+31%
增持
UPS
UNITED PARCEL SERVICE INC
-$10.4K
1,892
+3%
清仓
VXF
VANGUARD INDEX FDS
-$10.3K
0
-100%
增持
T
AT&T INC
+$10.2K
8,959
+2%
增持
—
EATON CORP PLC
+$9.3K
100
+3%
增持
D
DOMINION ENERGY INC
+$9.3K
8,605
+1%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$9.1K
50
减持
CSX
CSX CORP
+$8.6K
2,956
-1%
减持
PG
PROCTER AND GAMBLE CO
-$8.6K
756
-0%
增持
INTU
INTUIT
+$8.4K
45
+2%
增持
BDX
BECTON DICKINSON & CO
+$8.2K
227
+68%
增持
JNJ
JOHNSON & JOHNSON
-$8.1K
659
+0%
减持
CAT
CATERPILLAR INC
+$7.2K
135
-1%
增持
—
EXXON MOBIL CORP
+$7.0K
2,697
+13%
减持
BAC
BANK AMERICA CORP
+$6.9K
2,217
-6%
减持
MA
MASTERCARD INCORPORATED
+$6.6K
519
-0%
减持
NEE
NEXTERA ENERGY INC
-$6.2K
4,139
-0%
增持
HOOD
ROBINHOOD MKTS INC
+$6.1K
116
+2%
减持
GD
GENERAL DYNAMICS CORP
+$5.6K
307
-0%
增持
SLB
SCHLUMBERGER LTD
-$5.6K
721
+1%
增持
HWM
HOWMET AEROSPACE INC
+$5.5K
96
+1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$5.5K
97
-3%
增持
CTVA
CORTEVA INC
+$5.5K
218
+27%
增持
PNC
PNC FINL SVCS GROUP INC
+$5.5K
481
+0%
减持
CMCSA
COMCAST CORP NEW
-$5.3K
2,885
-2%
增持
ACWI
ISHARES TR
+$4.8K
347
+1%
减持
—
PARAMOUNT GLOBAL
-$4.7K
415
-50%
增持
PM
PHILIP MORRIS INTL INC
+$4.6K
176
+2%
增持
—
CARNIVAL CORP
+$4.5K
384
+20%
减持
KHC
KRAFT HEINZ CO
-$4.3K
818
-2%
增持
WMB
WILLIAMS COS INC
+$4.2K
273
+26%
减持
BIIB
BIOGEN INC
-$4.1K
2
-94%
减持
BA
BOEING CO
+$4.0K
108
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
+$4.0K
433
-1%
减持
VOO
VANGUARD INDEX FDS
+$3.9K
1,335
-9%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.8K
184
-9%
建仓
KRP
KIMBELL RTY PARTNERS LP
+$3.8K
272
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$3.6K
63
减持
—
FLEX LTD
+$3.6K
216
-0%
增持
TER
TERADYNE INC
+$3.5K
71
+103%
增持
DG
DOLLAR GEN CORP NEW
+$3.5K
91
+15%
增持
AMP
AMERIPRISE FINL INC
+$3.4K
59
+2%
减持
AMAT
APPLIED MATLS INC
+$3.4K
124
-7%
减持
GIS
GENERAL MLS INC
-$3.4K
325
-4%
减持
AJG
GALLAGHER ARTHUR J & CO
-$3.1K
109
-1%
增持
SNPS
SYNOPSYS INC
+$3.0K
21
+17%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$2.9K
14
-83%
增持
AXP
AMERICAN EXPRESS CO
+$2.9K
52
+2%
增持
PWR
QUANTA SVCS INC
+$2.9K
19
+12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.9K
290
-24%
增持
COIN
COINBASE GLOBAL INC
+$2.8K
14
+17%
增持
APH
AMPHENOL CORP NEW
+$2.7K
73
+6%
减持
LRCX
LAM RESEARCH CORP
+$2.6K
116
-3%
减持
VST
VISTRA CORP
+$2.6K
40
-9%
增持
EME
EMCOR GROUP INC
+$2.5K
13
+8%
增持
MPWR
MONOLITHIC PWR SYS INC
+$2.5K
5
+150%
减持
JBL
JABIL INC
+$2.4K
33
-6%
减持
REGN
REGENERON PHARMACEUTICALS
-$2.3K
4
-43%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.3K
33
+6%
增持
DLTR
DOLLAR TREE INC
+$2.3K
26
+550%
增持
ADI
ANALOG DEVICES INC
+$2.2K
56
+2%
清仓
—
BERRY GLOBAL GROUP INC
-$2.2K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$2.0K
75
-10%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$2.0K
1