DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- 最新申報
- 2026/7/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 1,369
- 較 2025 年第 2 季 +4
- 總值
- $8.82 億
- 較 2025 年第 2 季 +$3,952 萬 (+4.7%)
| 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 | 2,244,402 | $9,523 萬 | 10.8% | +80,693+3.7% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 1,948,094 | $9,388 萬 | 10.6% | +49,990+2.6% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,223,673 | $8,588 萬 | 9.7% | −1,326−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,846,491 | $6,025 萬 | 6.8% | +27,938+1.5% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 739,532 | $5,053 萬 | 5.7% | +9,085+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,487,702 | $4,796 萬 | 5.4% | −19,793−1.3% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,688,254 | $4,638 萬 | 5.3% | +39,445+2.4% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,240,006 | $4,566 萬 | 5.2% | +6,751+0.5% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,359,377 | $4,399 萬 | 5.0% | +24,254+1.8% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 924,122 | $3,489 萬 | 4.0% | +3,251+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 729,618 | $2,534 萬 | 2.9% | −18,027−2.4% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 767,262 | $2,368 萬 | 2.7% | −5,734−0.7% | 減碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 447,927 | $2,273 萬 | 2.6% | +43,127+10.7% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 470,667 | $2,092 萬 | 2.4% | −1,526−0.3% | 減碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 374,242 | $2,054 萬 | 2.3% | +26,739+7.7% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 666,194 | $1,995 萬 | 2.3% | −591−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 327,327 | $1,791 萬 | 2.0% | +1,045+0.3% | 加碼 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 243,581 | $1,712 萬 | 1.9% | −2,591−1.1% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 458,370 | $1,376 萬 | 1.6% | −4,904−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 247,799 | $1,127 萬 | 1.3% | −2,863−1.1% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 137,046 | $806.7 萬 | 0.9% | −1,304−0.9% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 225,684 | $696.0 萬 | 0.8% | −222−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 236,259 | $688.9 萬 | 0.8% | +518+0.2% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 195,896 | $599.6 萬 | 0.7% | −4,591−2.3% | 減碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 104,714 | $560.1 萬 | 0.6% | −1,182−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 74,108 | $351.4 萬 | 0.4% | +3,480+4.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,875 | $298.9 萬 | 0.3% | −281−2.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,529 | $236.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 53,058 | $219.4 萬 | 0.2% | +630+1.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,084 | $206.9 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 51,341 | $159.1 萬 | 0.2% | −1,025−2.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 8,555 | $149.0 萬 | 0.2% | +39+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,908 | $143.9 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,206 | $117.7 萬 | 0.1% | −780−2.6% | 減碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 40,737 | $97.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,102 | $96.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,875 | $88.5 萬 | 0.1% | +11+0.3% | 加碼 | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 25,390 | $84.5 萬 | 0.1% | −90−0.4% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,595 | $80.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,958 | $79.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,335 | $79.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,904 | $78.8 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 3,385 | $76.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,124 | $75.4 萬 | 0.1% | 00.0% | 不變 | – |
| WSBCWesbanco Inc | COM | 22,837 | $74.9 萬 | 0.1% | +23+0.1% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 15,029 | $72.1 萬 | 0.1% | +15,006+65,243.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,262 | $72.0 萬 | 0.1% | −33−2.5% | 減碼 | – |
| EQTEQT Corp | Stock | 13,627 | $70.6 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,284 | $64.6 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,014 | $64.1 萬 | 0.1% | +6+0.3% | 加碼 | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 10,222 | $53.8 萬 | 0.1% | −1,165−10.2% | 減碼 | – |
| DDominion Energy, Inc | Stock | 8,604 | $51.5 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 776 | $50.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,669 | $48.8 萬 | 0.1% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 2,175 | $47.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,489 | $45.6 萬 | 0.1% | +4+0.2% | 加碼 | – |
| BNYBank of New York Mellon Corp | Stock | 4,206 | $44.4 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,938 | $44.4 萬 | 0.1% | −4−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,024 | $34.2 萬 | <0.1% | −3−0.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 519 | $30.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,687 | $30.7 萬 | <0.1% | −10−0.4% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,301 | $30.6 萬 | <0.1% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 6,193 | $30.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 4,139 | $29.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 396 | $29.0 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,665 | $29.0 萬 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 8,945 | $26.2 萬 | <0.1% | −14−0.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,442 | $23.5 萬 | <0.1% | +11+0.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,063 | $22.6 萬 | <0.1% | +4+0.4% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $22.3 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,940 | $22.3 萬 | <0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 299 | $22.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 831 | $21.4 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $20.8 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,476 | $20.5 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 4,435 | $19.6 萬 | <0.1% | −23−0.5% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,646 | $19.5 萬 | <0.1% | +206+4.6% | 加碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,804 | $19.1 萬 | <0.1% | +175+3.8% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 202 | $18.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $17.9 萬 | <0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 717 | $16.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,886 | $16.5 萬 | <0.1% | −6−0.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,105 | $15.1 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 491 | $14.6 萬 | <0.1% | +4+0.8% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,090 | $13.9 萬 | <0.1% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 750 | $13.5 萬 | <0.1% | −2−0.3% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 324 | $13.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 423 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 406 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 751 | $11.8 萬 | <0.1% | −5−0.7% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 868 | $11.5 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 707 | $11.4 萬 | <0.1% | +16+2.3% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 329 | $11.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 2,217 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 318 | $11.2 萬 | <0.1% | −2−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 628 | $11.1 萬 | <0.1% | −31−4.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 514 | $11.0 萬 | <0.1% | −97−15.9% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 703 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 496 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（34 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CWANClearwater Analytics Holdings, Inc. | CL A | 57,000 | $125.0 萬 | 0.1% | 歷史 |
| ANSSAnsys Inc | COM | 176 | $6.18 萬 | <0.1% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 112 | $1.51 萬 | <0.1% | – |
| Paramount Global92556H206 | CL B | 415 | $5,354 | <0.1% | – |
| HESHess Corp | Stock | 35 | $4,849 | <0.1% | 歷史 |
| ESGREnstar Group LTD | SHS | 7 | $2,355 | <0.1% | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 1 | $1,957 | <0.1% | 歷史 |
| JNPRJuniper Networks Inc | COM | 49 | $1,957 | <0.1% | 歷史 |
| HUBSHubSpot Inc | COM | 2 | $1,114 | <0.1% | 歷史 |
| GMSGMS Inc. | COM | 10 | $1,088 | <0.1% | 歷史 |
| AZEKAZEK Co Inc. | CL A | 19 | $1,033 | <0.1% | 歷史 |
| RGENRepligen Corp | COM | 6 | $747 | <0.1% | 歷史 |
| CHXChampionX Corp | COM | 29 | $721 | <0.1% | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 6 | $634 | <0.1% | 歷史 |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 19 | $563 | <0.1% | 歷史 |
| SNAPSnap Inc | Stock | 63 | $548 | <0.1% | 歷史 |
| GLOBGlobant S.A. | COM | 6 | $546 | <0.1% | 歷史 |
| CLVTClarivate PLC | ORD SHS | 108 | $465 | <0.1% | 歷史 |
| AMEDAmedisys Inc | COM | 4 | $394 | <0.1% | 歷史 |
| EPCEdgewell Personal Care Co | COM | 13 | $305 | <0.1% | 歷史 |
| MTRNMATERION Corp | COM | 3 | $239 | <0.1% | 歷史 |
| DNBDun & Bradstreet Holdings, Inc. | COM | 26 | $237 | <0.1% | 歷史 |
| NSPInsperity, Inc. | COM | 3 | $181 | <0.1% | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 3 | $145 | <0.1% | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 11 | $137 | <0.1% | 歷史 |
| ICUIIcu Medical Inc | COM | 1 | $133 | <0.1% | 歷史 |
| TFINTriumph Financial, Inc. | COM | 2 | $111 | <0.1% | 歷史 |
| LGIHLGI Homes, Inc. | COM | 1 | $52 | <0.1% | 歷史 |
| HNIHni Corp | Stock | 1 | $50 | <0.1% | 歷史 |
| SGRYSurgery Partners, Inc. | Stock | 2 | $45 | <0.1% | 歷史 |
| THSTreeHouse Foods, Inc. | COM | 2 | $39 | <0.1% | 歷史 |
| CRICarters Inc | COM | 1 | $31 | <0.1% | 歷史 |
| RPDRapid7, Inc. | COM | 1 | $24 | <0.1% | 歷史 |
| NEOGNeogen Corp | COM | 4 | $20 | <0.1% | 歷史 |