DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- 最新申報
- 2026/7/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/25 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 1,381
- 較 2024 年第 4 季 −32
- 總值
- $7.94 億
- 較 2024 年第 4 季 +$433.0 萬 (+0.5%)
| 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 | 1,951,467 | $9,273 萬 | 11.7% | +1,707+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 2,195,812 | $9,236 萬 | 11.6% | +10,313+0.5% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,197,781 | $7,244 萬 | 9.1% | −5,760−0.5% | 減碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,788,213 | $5,467 萬 | 6.9% | −11,189−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,619,729 | $4,253 萬 | 5.4% | +11,570+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,523,384 | $4,230 萬 | 5.3% | −2,779−0.2% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 704,409 | $4,209 萬 | 5.3% | −460.0% | 減碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,222,370 | $4,051 萬 | 5.1% | −6,541−0.5% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,238,452 | $3,486 萬 | 4.4% | +11,273+0.9% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 893,578 | $2,948 萬 | 3.7% | +13,683+1.6% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 760,430 | $2,214 萬 | 2.8% | −6,590−0.9% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 775,807 | $2,053 萬 | 2.6% | +3,553+0.5% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 479,139 | $1,975 萬 | 2.5% | −2,615−0.5% | 減碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 388,689 | $1,972 萬 | 2.5% | +37,496+10.7% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 668,343 | $1,801 萬 | 2.3% | +2400.0% | 加碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 329,269 | $1,751 萬 | 2.2% | +214+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 322,613 | $1,724 萬 | 2.2% | +25,080+8.4% | 加碼 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 253,221 | $1,552 萬 | 2.0% | −4,435−1.7% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 461,629 | $1,195 萬 | 1.5% | −50.0% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 257,794 | $1,015 萬 | 1.3% | −2,849−1.1% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 140,330 | $722.6 萬 | 0.9% | −2,072−1.5% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 219,339 | $593.3 萬 | 0.7% | +2,164+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 227,993 | $575.0 萬 | 0.7% | +2,553+1.1% | 加碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 105,808 | $552.8 萬 | 0.7% | −1,499−1.4% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 205,273 | $537.8 萬 | 0.7% | −1,287−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 71,350 | $339.4 萬 | 0.4% | +6,600+10.2% | 加碼 | – |
| NEMNEWMONT Corp | Stock | 60,088 | $290.1 萬 | 0.4% | +60,016+83,355.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,297 | $273.1 萬 | 0.3% | −521−4.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,515 | $234.8 萬 | 0.3% | +14+0.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 51,081 | $182.9 萬 | 0.2% | +623+1.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,770 | $179.1 萬 | 0.2% | −16−0.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,908 | $146.9 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 55,698 | $143.9 萬 | 0.2% | +250.0% | 加碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 54,746 | $130.1 萬 | 0.2% | −233−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,870 | $104.2 萬 | 0.1% | −394−1.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 8,415 | $91.2 萬 | 0.1% | −197−2.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,864 | $78.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $77.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,468 | $75.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,958 | $74.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,904 | $73.5 萬 | 0.1% | 00.0% | 不變 | – |
| EQTEQT Corp | Stock | 13,626 | $72.8 萬 | 0.1% | −60.0% | 減碼 | 歷史 |
| WSBCWesbanco Inc | COM | 22,889 | $70.9 萬 | 0.1% | +22+0.1% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,595 | $70.3 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,285 | $68.4 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 20,906 | $65.3 萬 | 0.1% | +128+0.6% | 加碼 | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 12,272 | $63.2 萬 | 0.1% | +145+1.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,295 | $60.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,009 | $55.2 萬 | 0.1% | +8+0.4% | 加碼 | – |
| DDominion Energy, Inc | Stock | 8,509 | $47.7 萬 | 0.1% | +275+3.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,378 | $47.2 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,176 | $46.1 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,651 | $45.3 萬 | 0.1% | +20+0.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 781 | $43.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,485 | $42.9 萬 | 0.1% | +5+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,938 | $36.9 萬 | <0.1% | +22+1.1% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,172 | $35.0 萬 | <0.1% | +5+0.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,304 | $33.1 萬 | <0.1% | −1,028−12.3% | 減碼 | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 10,924 | $32.9 萬 | <0.1% | +4,494+69.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 371 | $30.6 萬 | <0.1% | −109−22.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,141 | $29.4 萬 | <0.1% | +3+0.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 520 | $28.5 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,386 | $28.4 萬 | <0.1% | −4−0.2% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,679 | $28.2 萬 | <0.1% | +30.0% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,301 | $25.9 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,665 | $25.1 萬 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 8,807 | $24.9 萬 | <0.1% | −1,537−14.9% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $23.1 萬 | <0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 875 | $22.7 萬 | <0.1% | +12+1.4% | 加碼 | 歷史 |
| BPBP PLC | ADR | 6,405 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,831 | $20.1 萬 | <0.1% | +3+0.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $19.8 萬 | <0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 830 | $19.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,476 | $19.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,940 | $18.0 萬 | <0.1% | +1,940 | 新進 | – |
| FDXFedEx Corp | Stock | 720 | $17.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 300 | $17.3 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 202 | $16.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,440 | $16.0 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,036 | $16.0 萬 | <0.1% | −3−0.3% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $16.0 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,724 | $15.9 萬 | <0.1% | −6−0.1% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,590 | $15.6 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $15.2 萬 | <0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,436 | $14.8 萬 | <0.1% | −18−1.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,106 | $13.5 萬 | <0.1% | −2−0.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 423 | $12.9 萬 | <0.1% | −2−0.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 757 | $12.9 萬 | <0.1% | +154+25.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 244 | $12.8 萬 | <0.1% | +3+1.2% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 1,952 | $11.7 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 320 | $11.2 萬 | <0.1% | +3+0.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 763 | $11.1 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 771 | $11.0 萬 | <0.1% | +543+238.2% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 324 | $10.9 萬 | <0.1% | −1−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 656 | $10.9 萬 | <0.1% | +19+3.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 2,935 | $10.8 萬 | <0.1% | +6+0.2% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 715 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOVNOV Inc. | COM | 6,902 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 497 | $10.4 萬 | <0.1% | −2−0.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 686 | $10.3 萬 | <0.1% | −9−1.3% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（57 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ACVAACV Auctions Inc. | COM CL A | 52,100 | $112.5 萬 | 0.1% | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 2 | $4,227 | <0.1% | 歷史 |
| BECNQxo Building Products, Inc. | COM | 17 | $1,727 | <0.1% | 歷史 |
| MGMMGM Resorts International | Stock | 41 | $1,421 | <0.1% | 歷史 |
| SUMSummit Materials, Inc. | CL A | 27 | $1,367 | <0.1% | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 138 | $1,172 | <0.1% | 歷史 |
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 78 | $1,104 | <0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 5 | $1,043 | <0.1% | 歷史 |
| Barnes Group Inc067806109 | COM | 16 | $757 | <0.1% | – |
| HUBSHubSpot Inc | COM | 1 | $697 | <0.1% | 歷史 |
| ECGEverus Construction Group, Inc. | Stock | 9 | $592 | <0.1% | 歷史 |
| OSISOsi Systems Inc | COM | 3 | $503 | <0.1% | 歷史 |
| WDFCWD 40 Co | COM | 2 | $486 | <0.1% | 歷史 |
| CACCCredit Acceptance Corp | COM | 1 | $470 | <0.1% | 歷史 |
| FRPTFreshpet, Inc. | Stock | 3 | $445 | <0.1% | 歷史 |
| RGENRepligen Corp | COM | 3 | $432 | <0.1% | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 4 | $427 | <0.1% | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 7 | $425 | <0.1% | 歷史 |
| ARCHArch Resources, Inc. | CL A | 3 | $424 | <0.1% | 歷史 |
| HTLFHeartland Financial USA Inc | COM | 6 | $368 | <0.1% | 歷史 |
| APTVAptiv PLC | Stock | 6 | $363 | <0.1% | 歷史 |
| PRKPark National Corp | COM | 2 | $343 | <0.1% | 歷史 |
| WGOWinnebago Industries Inc | COM | 6 | $287 | <0.1% | 歷史 |
| THRMGentherm Inc | COM | 7 | $280 | <0.1% | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 2 | $252 | <0.1% | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 8 | $241 | <0.1% | 歷史 |
| MTRNMATERION Corp | COM | 2 | $198 | <0.1% | 歷史 |
| TFINTriumph Financial, Inc. | COM | 2 | $182 | <0.1% | 歷史 |
| UCTTUltra Clean Holdings, Inc. | COM | 5 | $180 | <0.1% | 歷史 |
| VCVisteon Corp | COM NEW | 2 | $178 | <0.1% | 歷史 |
| LILAKLiberty Latin America Ltd. | COM CL C | 28 | $178 | <0.1% | 歷史 |
| ICUIIcu Medical Inc | COM | 1 | $156 | <0.1% | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 2 | $140 | <0.1% | 歷史 |
| ICFIICF International, Inc. | Stock | 1 | $120 | <0.1% | 歷史 |
| Paramount Global92556H107 | CL A | 4 | $90 | <0.1% | – |
| LNWOLight & Wonder, Inc. | COM | 1 | $87 | <0.1% | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1 | $82 | <0.1% | 歷史 |
| CMPRCIMPRESS plc | SHS EURO | 1 | $72 | <0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 1 | $69 | <0.1% | 歷史 |
| LEGLeggett & Platt Inc | Stock | 7 | $68 | <0.1% | 歷史 |
| STCStewart Information Services Corp | COM | 1 | $68 | <0.1% | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 4 | $63 | <0.1% | 歷史 |
| SONOSonos Inc | COM | 4 | $61 | <0.1% | 歷史 |
| GEARRevelyst, Inc. | COM SHS | 3 | $58 | <0.1% | 歷史 |
| LBTYKLiberty Global Ltd. | COM CL C | 7 | $45 | <0.1% | 歷史 |
| VALValaris Ltd | CL A | 1 | $45 | <0.1% | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 2 | $43 | <0.1% | 歷史 |
| PZZAPapa Johns International Inc | Stock | 1 | $42 | <0.1% | 歷史 |
| FLYWFlywire Corp | COM VTG | 2 | $42 | <0.1% | 歷史 |
| MYGNMyriad Genetics Inc | COM | 3 | $42 | <0.1% | 歷史 |
| NKLANikola Corp | COM NEW | 32 | $39 | <0.1% | 歷史 |
| FOXFFox Factory Holding Corp | COM | 1 | $31 | <0.1% | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 1 | $24 | <0.1% | 歷史 |
| EVCMEverCommerce Inc. | COM | 2 | $23 | <0.1% | 歷史 |
| AVDXAvidXchange Holdings, Inc. | COM | 2 | $21 | <0.1% | 歷史 |
| EVHEvolent Health, Inc. | CL A | 1 | $12 | <0.1% | 歷史 |
| PLUGPlug Power Inc | Stock | 3 | $7 | <0.1% | 歷史 |