DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- 最新申報
- 2026/7/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/6 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 1,364
- 較 2023 年第 4 季 −25
- 總值
- $7.41 億
- 較 2023 年第 4 季 +$3,671 萬 (+5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 1,946,362 | $9,156 萬 | 12.4% | −50,230−2.5% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,307,486 | $7,450 萬 | 10.1% | +1,253+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 1,743,978 | $7,316 萬 | 9.9% | +88,760+5.4% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,871,365 | $5,612 萬 | 7.6% | −10,587−0.6% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 723,780 | $4,512 萬 | 6.1% | +430+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,329,817 | $4,204 萬 | 5.7% | +1,042+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,453,183 | $3,887 萬 | 5.2% | +14,196+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,511,329 | $3,858 萬 | 5.2% | +19,999+1.3% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,239,206 | $3,730 萬 | 5.0% | +4,012+0.3% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 940,785 | $3,006 萬 | 4.1% | +11,041+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 767,934 | $2,088 萬 | 2.8% | +1,309+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 499,584 | $2,043 萬 | 2.8% | −1,720−0.3% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 752,218 | $1,917 萬 | 2.6% | +8,001+1.1% | 加碼 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 315,693 | $1,867 萬 | 2.5% | −29,521−8.6% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 630,520 | $1,699 萬 | 2.3% | +4,085+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 314,628 | $1,666 萬 | 2.2% | +2,245+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 226,411 | $1,209 萬 | 1.6% | +22,362+11.0% | 加碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 236,317 | $1,195 萬 | 1.6% | +32,559+16.0% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 458,386 | $1,133 萬 | 1.5% | +4,343+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 273,390 | $1,005 萬 | 1.4% | −1,700−0.6% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 148,691 | $809.3 萬 | 1.1% | −1,280−0.9% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 219,931 | $559.5 萬 | 0.8% | −862−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 211,678 | $549.5 萬 | 0.7% | +1,224+0.6% | 加碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 215,443 | $534.7 萬 | 0.7% | +1,409+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 90,940 | $482.1 萬 | 0.7% | +5,330+6.2% | 加碼 | – |
| IOTSamsara Inc. | Stock | 60,005 | $226.8 萬 | 0.3% | +29,000+93.5% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 58,121 | $200.0 萬 | 0.3% | +395+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 39,907 | $191.9 萬 | 0.3% | +510+1.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,659 | $153.9 萬 | 0.2% | +620+20.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 56,634 | $141.9 萬 | 0.2% | +5,874+11.6% | 加碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 54,680 | $122.3 萬 | 0.2% | −352−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,747 | $100.2 萬 | 0.1% | +222+0.8% | 加碼 | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 14,676 | $76.0 萬 | 0.1% | +278+1.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $72.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,468 | $70.6 萬 | 0.1% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 4,034 | $69.2 萬 | 0.1% | −6−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,699 | $43.0 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 807 | $42.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 891 | $39.6 萬 | 0.1% | +33+3.8% | 加碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 12,259 | $39.5 萬 | 0.1% | +68+0.6% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,194 | $39.3 萬 | 0.1% | −152−6.5% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 6,897 | $28.9 萬 | <0.1% | +2,911+73.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,682 | $27.4 萬 | <0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,443 | $26.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 6,405 | $24.1 萬 | <0.1% | +6,405 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $24.1 萬 | <0.1% | 00.0% | 不變依 5 比 1 拆股換算 | – |
| MAMastercard Inc | Stock | 491 | $23.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PINSPinterest, Inc. | CL A | 5,718 | $19.8 萬 | <0.1% | +5,699+29,994.7% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $19.6 萬 | <0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 418 | $17.6 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 687 | $17.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $16.1 萬 | <0.1% | +717 | 新進 | – |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $15.7 萬 | <0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 869 | $15.7 萬 | <0.1% | +4+0.5% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 196 | $14.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 165 | $14.9 萬 | <0.1% | +43+35.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 4,517 | $13.7 萬 | <0.1% | +127+2.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 1,004 | $13.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 706 | $12.4 萬 | <0.1% | −19−2.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 2,807 | $12.2 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 929 | $11.7 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 2,957 | $11.2 萬 | <0.1% | −150−4.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 438 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 2,901 | $10.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 2,386 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 654 | $10.3 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 909 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 624 | $10.1 萬 | <0.1% | +98+18.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 492 | $9.92 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,873 | $9.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,235 | $9.17 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 780 | $8.62 萬 | <0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 543 | $8.57 萬 | <0.1% | −1−0.2% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 1,938 | $8.45 萬 | <0.1% | +1,896+4,514.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 1,129 | $8.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 1,000 | $7.90 萬 | <0.1% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 151 | $7.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 276 | $7.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 55 | $7.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 341 | $6.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 425 | $6.63 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 125 | $6.55 萬 | <0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 367 | $6.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 127 | $6.28 萬 | <0.1% | −11−8.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 386 | $6.26 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 1,084 | $6.25 萬 | <0.1% | +707+187.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 127 | $6.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 3,491 | $6.14 萬 | <0.1% | −8−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 249 | $5.87 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 291 | $5.83 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 205 | $5.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 399 | $5.78 萬 | <0.1% | +203+103.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 275 | $5.73 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 285 | $5.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 333 | $5.07 萬 | <0.1% | +103+44.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 137 | $5.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 239 | $4.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 434 | $4.78 萬 | <0.1% | −5−1.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 61 | $4.75 萬 | <0.1% | −58−48.7% | 減碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 3,250 | $4.54 萬 | <0.1% | 00.0% | 不變 | – |
2023 年第 4 季之後清倉（44 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GCTGigaCloud Technology Inc | Stock | 34,000 | $62.2 萬 | 0.1% | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 41,400 | $34.5 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 322 | $9.76 萬 | <0.1% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 1,311 | $6.77 萬 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 861 | $4.73 萬 | <0.1% | – |
| ADMArcher-Daniels-Midland Co | Stock | 45 | $3,250 | <0.1% | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 4 | $1,292 | <0.1% | 歷史 |
| SPLKSplunk Inc | COM | 7 | $1,067 | <0.1% | 歷史 |
| PODDInsulet Corp | Stock | 3 | $651 | <0.1% | 歷史 |
| CHRDChord Energy Corp | COM NEW | 2 | $333 | <0.1% | 歷史 |
| ARCHArch Resources, Inc. | CL A | 2 | $332 | <0.1% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 11 | $287 | <0.1% | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 1 | $225 | <0.1% | 歷史 |
| KWRQuaker Chemical Corp | COM | 1 | $214 | <0.1% | 歷史 |
| MDRXVeradigm Inc. | COM | 20 | $210 | <0.1% | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 18 | $185 | <0.1% | – |
| LTHMLivent Corp. | COM | 9 | $162 | <0.1% | 歷史 |
| NUSNu Skin Enterprises, Inc. | CL A | 8 | $156 | <0.1% | 歷史 |
| GHGuardant Health, Inc. | COM | 5 | $136 | <0.1% | 歷史 |
| GPORGulfport Energy Corp | COMMON SHARES | 1 | $134 | <0.1% | 歷史 |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 2 | $124 | <0.1% | 歷史 |
| TTECTTEC Holdings, Inc. | COM | 5 | $109 | <0.1% | 歷史 |
| CSGSCSG Systems International Inc | COM | 2 | $107 | <0.1% | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 5 | $96 | <0.1% | 歷史 |
| PLTKPlaytika Holding Corp. | COM | 9 | $79 | <0.1% | 歷史 |
| CMPCompass Minerals International Inc | Stock | 3 | $76 | <0.1% | 歷史 |
| XNCRXencor Inc | COM | 3 | $64 | <0.1% | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 2 | $61 | <0.1% | 歷史 |
| LRNStride, Inc. | COM | 1 | $60 | <0.1% | 歷史 |
| STCStewart Information Services Corp | COM | 1 | $59 | <0.1% | 歷史 |
| XPELXPEL, Inc. | COM | 1 | $54 | <0.1% | 歷史 |
| VICRVicor Corp | COM | 1 | $45 | <0.1% | 歷史 |
| EFSCEnterprise Financial Services Corp | COM | 1 | $45 | <0.1% | 歷史 |
| CAKECheesecake Factory Inc | COM | 1 | $36 | <0.1% | 歷史 |
| ALKSAlkermes plc. | SHS | 1 | $28 | <0.1% | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 1 | $27 | <0.1% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 1 | $23 | <0.1% | 歷史 |
| TDSTelephone & Data Systems Inc | COM NEW | 1 | $19 | <0.1% | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 1 | $17 | <0.1% | 歷史 |
| TALOTalos Energy Inc. | COM | 1 | $15 | <0.1% | 歷史 |
| BMBLBumble Inc. | COM CL A | 1 | $15 | <0.1% | 歷史 |
| LUCKLucky Strike Entertainment Corp | CL A COM | 1 | $15 | <0.1% | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 1 | $7 | <0.1% | 歷史 |
| SABRSabre Corp | COM | 1 | $5 | <0.1% | 歷史 |