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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 8
增持 57
减持 78
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
DFUS
DIMENSIONAL ETF TRUST
-$3.9M
1,176,569
-0%
减持
DFSV
DIMENSIONAL ETF TRUST
+$2.8M
1,347,565
-0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.5M
2,521,571
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。
+3%
减持
DFLV
DIMENSIONAL ETF TRUST
+$2.3M
1,804,410
-1%
增持
DUHP
DIMENSIONAL ETF TRUST
-$1.3M
1,225,021
+0%
减持
DFIC
DIMENSIONAL ETF TRUST
+$1.3M
1,385,033
-0%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.3M
460,302
+5%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.2M
740,196
+1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
735,546
+0%
增持
DFGR
DIMENSIONAL ETF TRUST
+$917.5K
1,839,517
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$564.2K
237,577
-1%
减持
MSFT
MICROSOFT CORP
-$474.3K
4,078
-1%
减持
DISV
DIMENSIONAL ETF TRUST
+$417.9K
646,728
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$391.0K
455,449
-2%
减持
NU
NU HLDGS LTD
-$370.6K
114,000
-5%
减持
AAPL
APPLE INC
-$350.3K
11,651
-4%
减持
RKT
ROCKET COS INC
-$325.0K
47
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
+$317.4K
133,937
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
-$298.8K
917,351
+1%
减持
DFEV
DIMENSIONAL ETF TRUST
+$286.6K
205,355
-2%
增持
DFNM
DIMENSIONAL ETF TRUST
+$269.6K
86,095
+8%
减持
DFSD
DIMENSIONAL ETF TRUST
-$260.4K
2,041,183
-0%
减持
DIHP
DIMENSIONAL ETF TRUST
+$260.0K
639,744
-0%
减持
DFAE
DIMENSIONAL ETF TRUST
+$247.6K
425,244
-2%
减持
DGCB
DIMENSIONAL ETF TRUST
-$244.2K
325,412
-1%
减持
DEHP
DIMENSIONAL ETF TRUST
+$190.4K
213,393
-2%
减持
DFAW
DIMENSIONAL ETF TRUST
-$171.9K
233,140
-1%
减持
ORCL
ORACLE CORP
-$162.9K
3,387
-0%
增持
OUNZ
VANECK MERK GOLD ETF
+$161.4K
28,590
+5%
增持
DUSB
DIMENSIONAL ETF TRUST
+$156.6K
568,272
+0%
减持
DFGX
DIMENSIONAL ETF TRUST
-$131.5K
105,331
-2%
增持
NVDA
NVIDIA CORPORATION
-$104.9K
8,763
+0%
减持
—
EXXON MOBIL CORP
+$91.6K
2,381
-8%
清仓
BPRE
BLUEROCK PVT REAL ESTATE FD
-$81.7K
0
-100%
增持
DFSU
DIMENSIONAL ETF TRUST
+$79.7K
55,352
+10%
减持
DFAX
DIMENSIONAL ETF TRUST
+$79.5K
184,475
-2%
减持
MPC
MARATHON PETE CORP
+$61.0K
750
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$52.3K
4,647
+17%
减持
NEE
NEXTERA ENERGY INC
+$52.1K
4,140
-0%
减持
NOW
SERVICENOW INC
-$50.8K
1,023
-1%
增持
DFAR
DIMENSIONAL ETF TRUST
+$48.1K
45,981
+1%
增持
AMZN
AMAZON COM INC
-$43.4K
1,967
+0%
增持
DFSI
DIMENSIONAL ETF TRUST
+$43.2K
28,579
+5%
增持
MCD
MCDONALDS CORP
+$43.1K
7,570
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$41.4K
4,406
-0%
增持
VPU
VANGUARD WORLD FD
+$38.9K
2,724
+1%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$38.7K
909
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$37.5K
1,123
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$36.3K
271
+171%
建仓
IVES
WEDBUSH SER TR
+$34.8K
1,225
增持
D
DOMINION ENERGY INC
+$34.3K
8,893
+1%
减持
DFIS
DIMENSIONAL ETF TRUST
+$30.7K
48,007
-0%
增持
DFSE
DIMENSIONAL ETF TRUST
+$29.7K
5,001
+14%
增持
WSBC
WESBANCO INC
+$29.2K
22,736
+0%
减持
GOOGL
ALPHABET INC
-$28.4K
1,090
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$26.7K
944
+392%
减持
CVX
CHEVRON CORPORATION
+$26.5K
514
-2%
增持
META
META PLATFORMS INC
-$26.0K
304
+0%
减持
JNJ
JOHNSON & JOHNSON
-$25.3K
428
-32%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$24.8K
411
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$23.8K
14
-74%
增持
VTI
VANGUARD INDEX FDS
+$22.8K
2,187
+8%
减持
PNC
PNC FINL SVCS GROUP INC
-$20.9K
364
-21%
增持
LLY
ELI LILLY & CO
-$19.7K
134
+1%
减持
AVGO
BROADCOM INC
-$19.4K
511
-0%
减持
BAC
BANK AMERICA CORP
-$18.6K
2,080
-5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$18.5K
21,174
+0%
增持
MRK
MERCK & CO INC
+$17.1K
921
+3%
减持
V
VISA INC
-$16.4K
332
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$15.9K
1,460
-0%
增持
SOLS
SOLSTICE ADVANCED MATLS INC
+$15.0K
541
+0%
增持
INTC
INTEL CORP
+$14.4K
1,978
+0%
建仓
—
NEBIUS GROUP N.V.
+$14.3K
138
减持
COF
CAPITAL ONE FINL CORP
-$13.5K
217
-1%
增持
QQQ
INVESCO QQQ TR
-$12.8K
1,321
+5%
减持
ACWI
ISHARES TR
-$12.5K
242
-26%
减持
JPM
JPMORGAN CHASE & CO
-$12.2K
423
-0%
增持
AMAT
APPLIED MATLS INC
+$12.1K
131
+3%
减持
INTU
INTUIT
-$11.6K
42
-7%
增持
BNY
BANK NEW YORK MELLON CORP
+$10.9K
4,209
+0%
增持
SLB
SLB LIMITED
+$9.9K
733
+1%
减持
KKR
KKR & CO INC
-$9.8K
273
-1%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$9.6K
148
-2%
建仓
ALAB
ASTERA LABS INC
+$9.1K
83
增持
VTIP
VANGUARD MALVERN FDS
+$9.0K
353
+102%
减持
APO
APOLLO GLOBAL MGMT INC
-$8.9K
41
-56%
增持
TER
TERADYNE INC
+$8.8K
84
+1%
清仓
—
PIPER SANDLER COMPANIES
-$8.5K
0
-100%
减持
CRM
SALESFORCE INC
-$8.5K
88
-6%
增持
BDX
BECTON DICKINSON & CO
-$8.4K
234
+0%
减持
MS
MORGAN STANLEY
-$8.3K
420
-4%
减持
PEP
PEPSICO INC
+$7.9K
693
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$7.7K
239
-0%
增持
WAT
WATERS CORP
+$7.3K
36
+300%
减持
QCOM
QUALCOMM INC
-$7.1K
143
-4%
减持
—
ACCENTURE PLC IRELAND
-$7.1K
51
-20%
增持
DFSB
DIMENSIONAL ETF TRUST
+$7.0K
10,628
+1%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$7.0K
416
减持
COP
CONOCOPHILLIPS
+$6.2K
347
-18%
减持
MRVL
MARVELL TECHNOLOGY INC
+$6.2K
447
-0%
建仓
—
TIZIANA LIFE SCIENCES LTD
+$5.8K
5,000
减持
OVV
OVINTIV INC
+$5.7K
286
-0%
增持
LRCX
LAM RESEARCH CORP
+$5.4K
118
+2%
减持
HOOD
ROBINHOOD MKTS INC
-$5.3K
114
-3%
减持
BX
BLACKSTONE INC
-$5.2K
129
-1%
增持
MU
MICRON TECHNOLOGY INC
+$5.1K
86
+2%
增持
TGT
TARGET CORP
+$4.9K
49
+345%
减持
FICO
FAIR ISAAC CORP
-$4.8K
5
-17%
减持
AJG
GALLAGHER ARTHUR J & CO
-$4.8K
107
-1%
增持
SNPS
SYNOPSYS INC
-$4.7K
77
+3%
减持
BSX
BOSTON SCIENTIFIC CORP
-$4.5K
116
-6%
减持
PGR
PROGRESSIVE CORP
-$4.4K
135
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$4.4K
120
+82%
增持
VTEI
VANGUARD MUN BD FDS
+$4.2K
878
+6%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$4.2K
0
-100%
减持
AR
ANTERO RESOURCES CORP
+$4.2K
534
-1%
减持
DIS
DISNEY WALT CO
-$4.1K
208
-2%
减持
AXP
AMERICAN EXPRESS CO
-$4.0K
49
-4%
减持
ABT
ABBOTT LABORATORIES
-$4.0K
144
-4%
增持
CTVA
CORTEVA INC
+$3.7K
219
+0%
减持
GIS
GENERAL MILLS INC
-$3.6K
314
-4%
减持
ADBE
ADOBE INC
-$3.5K
16
-24%
增持
RPM
RPM INTL INC
-$3.4K
780
+0%
增持
KMB
KIMBERLY-CLARK CORP
-$3.3K
760
+0%
增持
THO
THOR INDS INC
-$3.1K
141
+1%
清仓
—
AMCOR PLC
-$3.1K
0
-100%
建仓
VSNT
VERSANT MEDIA GROUP INC
+$2.9K
79
减持
PSKY
PARAMOUNT SKYDANCE CORP
-$2.6K
552
-2%
增持
LNG
CHENIERE ENERGY INC
+$2.5K
26
+4%
减持
—
TECHNIPFMC PLC
+$2.4K
101
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$2.3K
6
-40%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.3K
215
+8%
增持
STZ
CONSTELLATION BRANDS INC
+$2.3K
17
+750%
清仓
CMA
COMERICA INC
-$2.3K
0
-100%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$2.2K
40
+5%
增持
MKSI
MKS INC.
+$2.2K
13
+160%
增持
MDLZ
MONDELEZ INTL INC
+$2.2K
457
+2%
减持
WDAY
WORKDAY INC
-$2.1K
5
-62%
减持
PYPL
PAYPAL HLDGS INC
-$2.1K
27
-53%
减持
VYX
NCR VOYIX CORPORATION
-$2.1K
465
-6%
减持
SPGI
S&P GLOBAL INC
-$2.1K
16
-6%
减持
DHR
DANAHER CORP DEL
-$2.0K
27
-13%
减持
DASH
DOORDASH INC
-$2.0K
17
-15%
增持
—
NORWEGIAN CRUISE LINE HLDGS
-$1.9K
541
+0%
增持
PPG
PPG INDS INC
+$1.9K
407
+0%
减持
SOFI
SOFI TECHNOLOGIES INC
-$1.8K
171
-1%
清仓
—
PINNACLE FINL PARTNERS INC
-$1.8K
0
-100%
减持
CF
CF INDUSTRIES HOLD
+$1.8K
35
-3%
清仓
—
FRONTIER COMMUNICATIONS PARE
-$1.8K
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$1.7K
18
-54%