DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- 最新申報
- 2026/7/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 1,365
- 較 2025 年第 1 季 −16
- 總值
- $8.42 億
- 較 2025 年第 1 季 +$4,804 萬 (+6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 2,163,709 | $9,144 萬 | 10.9% | −32,103−1.5% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 1,898,104 | $9,113 萬 | 10.8% | −53,363−2.7% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,224,999 | $8,210 萬 | 9.7% | +27,218+2.3% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,818,553 | $5,641 萬 | 6.7% | +30,340+1.7% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,507,495 | $4,687 萬 | 5.6% | −15,889−1.0% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 730,447 | $4,654 萬 | 5.5% | +26,038+3.7% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,648,809 | $4,424 萬 | 5.3% | +29,080+1.8% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,233,255 | $4,385 萬 | 5.2% | +10,885+0.9% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,335,123 | $3,929 萬 | 4.7% | +96,671+7.8% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 920,871 | $3,300 萬 | 3.9% | +27,293+3.1% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 747,645 | $2,460 萬 | 2.9% | −12,785−1.7% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 772,996 | $2,294 萬 | 2.7% | −2,811−0.4% | 減碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 404,800 | $2,054 萬 | 2.4% | +16,111+4.1% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 472,193 | $1,996 萬 | 2.4% | −6,946−1.4% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 666,785 | $1,966 萬 | 2.3% | −1,558−0.2% | 減碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 347,503 | $1,894 萬 | 2.2% | +24,890+7.7% | 加碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 326,282 | $1,769 萬 | 2.1% | −2,987−0.9% | 減碼 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 246,172 | $1,651 萬 | 2.0% | −7,049−2.8% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 463,274 | $1,341 萬 | 1.6% | +1,645+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 250,662 | $1,074 萬 | 1.3% | −7,132−2.8% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 138,350 | $746.5 萬 | 0.9% | −1,980−1.4% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 225,906 | $677.5 萬 | 0.8% | +6,567+3.0% | 加碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 235,741 | $660.1 萬 | 0.8% | +7,748+3.4% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 200,487 | $588.8 萬 | 0.7% | −4,786−2.3% | 減碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 105,896 | $565.1 萬 | 0.7% | +88+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 70,628 | $335.0 萬 | 0.4% | −722−1.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 13,156 | $269.9 萬 | 0.3% | +859+7.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,529 | $220.0 萬 | 0.3% | +14+0.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 52,428 | $205.8 萬 | 0.2% | +1,347+2.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,079 | $202.9 萬 | 0.2% | −691−14.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,910 | $174.2 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 52,366 | $156.3 萬 | 0.2% | −3,332−6.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 8,516 | $134.5 萬 | 0.2% | +101+1.2% | 加碼 | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 57,000 | $125.0 萬 | 0.1% | +57,000 | 新進 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,986 | $118.2 萬 | 0.1% | +116+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 40,737 | $95.6 萬 | 0.1% | −14,009−25.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $92.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,864 | $82.6 萬 | 0.1% | 00.0% | 不變 | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 25,480 | $81.3 萬 | 0.1% | +14,556+133.2% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 13,625 | $79.5 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,595 | $77.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,958 | $76.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,904 | $75.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,335 | $75.8 萬 | 0.1% | −133−9.1% | 減碼 | – |
| ORCLOracle Corp | Stock | 3,385 | $74.0 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,124 | $73.0 萬 | 0.1% | +218+1.0% | 加碼 | – |
| WSBCWesbanco Inc | COM | 22,814 | $72.2 萬 | 0.1% | −75−0.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,295 | $71.4 萬 | 0.1% | 00.0% | 不變 | – |
| TOSTToast, Inc. | Stock | 15,042 | $66.6 萬 | 0.1% | +15,018+62,575.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,285 | $62.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,008 | $61.0 萬 | 0.1% | −10.0% | 減碼 | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 11,387 | $59.7 萬 | 0.1% | −885−7.2% | 減碼 | – |
| HONHoneywell International Inc | COM | 2,175 | $50.7 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 8,605 | $48.6 萬 | 0.1% | +96+1.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 776 | $48.2 萬 | 0.1% | −5−0.6% | 減碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,669 | $47.1 萬 | 0.1% | +18+0.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,485 | $43.9 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,942 | $42.6 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,204 | $38.3 萬 | <0.1% | +32+0.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,027 | $32.6 萬 | <0.1% | +152+17.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 395 | $30.8 萬 | <0.1% | +24+6.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 519 | $29.2 萬 | <0.1% | −1−0.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,697 | $29.1 萬 | <0.1% | +311+13.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,139 | $28.7 萬 | <0.1% | −20.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,301 | $28.1 萬 | <0.1% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 6,193 | $28.0 萬 | <0.1% | −486−7.3% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,665 | $26.3 萬 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 8,959 | $25.9 萬 | <0.1% | +152+1.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $24.6 萬 | <0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 299 | $22.0 萬 | <0.1% | −1−0.3% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $21.4 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,940 | $21.4 萬 | <0.1% | 00.0% | 不變 | – |
| NOWServiceNow, Inc. | Stock | 202 | $20.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,431 | $20.3 萬 | <0.1% | −5−0.3% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $20.0 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,476 | $19.7 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 4,458 | $19.3 萬 | <0.1% | −2,846−39.0% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,892 | $19.1 萬 | <0.1% | +61+3.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,059 | $18.7 萬 | <0.1% | +23+2.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 830 | $18.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,440 | $17.8 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,629 | $17.6 萬 | <0.1% | −95−2.0% | 減碼 | – |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $16.3 萬 | <0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 717 | $16.3 萬 | <0.1% | −3−0.4% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 324 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,090 | $13.9 萬 | <0.1% | −500−13.9% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 1,106 | $13.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 487 | $13.4 萬 | <0.1% | −8−1.6% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 423 | $13.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 752 | $12.5 萬 | <0.1% | −11−1.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 756 | $12.0 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 406 | $11.8 萬 | <0.1% | +3+0.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 867 | $11.6 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 320 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 329 | $10.9 萬 | <0.1% | −1−0.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 611 | $10.8 萬 | <0.1% | +20+3.4% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 715 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 2,217 | $10.5 萬 | <0.1% | −132−5.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 2,885 | $10.3 萬 | <0.1% | −50−1.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 659 | $10.1 萬 | <0.1% | +3+0.5% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（52 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BPBP PLC | ADR | 6,405 | $21.6 萬 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 190 | $3.24 萬 | <0.1% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 200 | $1.62 萬 | <0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 60 | $1.03 萬 | <0.1% | – |
| BERYBerry Global Group, Inc. | COM | 31 | $2,165 | <0.1% | 歷史 |
| JWNNordstrom Inc | Stock | 30 | $734 | <0.1% | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 27 | $675 | <0.1% | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 12 | $630 | <0.1% | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 6 | $491 | <0.1% | 歷史 |
| SWISolarWinds Corp | COM | 26 | $480 | <0.1% | 歷史 |
| HEESH&E Equipment Services, Inc. | COM | 5 | $474 | <0.1% | 歷史 |
| PTVEPactiv Evergreen Inc. | COM | 26 | $469 | <0.1% | 歷史 |
| XUnited States Steel Corp | COM | 11 | $465 | <0.1% | 歷史 |
| JJSFJ&J Snack Foods Corp | COM | 3 | $396 | <0.1% | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 12 | $375 | <0.1% | 歷史 |
| RXORXO, Inc. | COMMON STOCK | 19 | $363 | <0.1% | 歷史 |
| RUNSunrun Inc. | COM | 52 | $305 | <0.1% | 歷史 |
| FLFoot Locker, Inc. | COM | 19 | $268 | <0.1% | 歷史 |
| NAVINavient Corp | COM | 19 | $240 | <0.1% | 歷史 |
| ECHOEchoStar CORP | CL A | 6 | $154 | <0.1% | 歷史 |
| VRNTVerint Systems Inc | COM | 6 | $108 | <0.1% | 歷史 |
| ALGMAllegro Microsystems, Inc. | COM | 4 | $101 | <0.1% | 歷史 |
| ADUSAddus HomeCare Corp | COM | 1 | $99 | <0.1% | 歷史 |
| MAGNMagnera Corp | COM SHS | 5 | $91 | <0.1% | 歷史 |
| CAVACava Group, Inc. | COM | 1 | $87 | <0.1% | 歷史 |
| Starz Entertainment Corp535919401 | CL A VTG | 7 | $62 | <0.1% | – |
| SCLStepan Co | COM | 1 | $56 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 5 | $56 | <0.1% | 歷史 |
| TROXTronox Holdings plc | SHS | 5 | $36 | <0.1% | 歷史 |
| OMCLOmnicell, Inc. | COM | 1 | $35 | <0.1% | 歷史 |
| HLIOHelios Technologies, Inc. | COM | 1 | $33 | <0.1% | 歷史 |
| Starz Entertainment Corp535919500 | CL B NON VTG | 4 | $32 | <0.1% | – |
| CMRECostamare Inc. | SHS | 3 | $30 | <0.1% | 歷史 |
| VSTSVestis Corp | COM SHS | 3 | $30 | <0.1% | 歷史 |
| MRNAModerna, Inc. | Stock | 1 | $29 | <0.1% | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 2 | $28 | <0.1% | 歷史 |
| ADNTAdient plc | Stock | 2 | $26 | <0.1% | 歷史 |
| NABLN-able, Inc. | COMMON STOCK | 3 | $22 | <0.1% | 歷史 |
| XPROExpro Ltd | COM | 2 | $20 | <0.1% | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 3 | $19 | <0.1% | 歷史 |
| DKDelek US Holdings, Inc. | COM | 1 | $16 | <0.1% | 歷史 |
| CALYCallaway Golf Co | COM | 2 | $14 | <0.1% | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 1 | $14 | <0.1% | 歷史 |
| EXTRExtreme Networks Inc | COM | 1 | $14 | <0.1% | 歷史 |
| KOSKosmos Energy Ltd. | COM | 6 | $14 | <0.1% | 歷史 |
| JAMFJamf Holding Corp. | COM | 1 | $13 | <0.1% | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 1 | $10 | <0.1% | 歷史 |
| NEONeogenomics Inc | COM NEW | 1 | $10 | <0.1% | 歷史 |
| DNUTKrispy Kreme, Inc. | COM | 2 | $10 | <0.1% | 歷史 |
| KSSKOHLS Corp | Stock | 1 | $9 | <0.1% | 歷史 |
| NFENew Fortress Energy Inc. | COM CL A | 1 | $9 | <0.1% | 歷史 |
| IASIntegral Ad Science Holding Corp. | COM | 1 | $9 | <0.1% | 歷史 |