DiNuzzo Private Wealth, Inc.
- SEC CIK
- 0001994563
- 最新申報
- 2026/7/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 1,347
- 較 2026 年第 1 季 +2
- 總值
- $10.1 億
- 較 2026 年第 1 季 +$8,277 萬 (+8.9%)
| 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 | 2,757,601 | $1.16 億 | 11.5% | +236,030+9.4% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 2,080,578 | $9,935 萬 | 9.8% | +39,395+1.9% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 1,169,867 | $9,586 萬 | 9.5% | −6,702−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 1,758,222 | $6,952 萬 | 6.9% | −46,188−2.6% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 719,169 | $5,922 萬 | 5.9% | −16,377−2.2% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,844,046 | $5,342 萬 | 5.3% | +4,529+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,387,635 | $5,170 萬 | 5.1% | +2,602+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,236,979 | $5,162 萬 | 5.1% | +11,958+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 1,300,634 | $5,045 萬 | 5.0% | −46,931−3.5% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 917,087 | $4,068 萬 | 4.0% | −2640.0% | 減碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 623,822 | $3,168 萬 | 3.1% | +55,550+9.8% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 716,843 | $2,913 萬 | 2.9% | −23,353−3.2% | 減碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 502,670 | $2,738 萬 | 2.7% | +42,368+9.2% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 641,920 | $2,576 萬 | 2.5% | −4,808−0.7% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 452,669 | $2,490 萬 | 2.5% | −2,780−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 642,789 | $2,194 萬 | 2.2% | +3,045+0.5% | 加碼 | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 241,364 | $1,998 萬 | 2.0% | +8,224+3.5% | 加碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 322,435 | $1,763 萬 | 1.7% | −2,977−0.9% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 399,164 | $1,605 萬 | 1.6% | −26,080−6.1% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 234,686 | $1,268 萬 | 1.3% | −2,891−1.2% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 131,670 | $920.4 萬 | 0.9% | −2,267−1.7% | 減碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 195,801 | $837.4 萬 | 0.8% | −17,592−8.2% | 減碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 192,576 | $821.7 萬 | 0.8% | −12,779−6.2% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 179,273 | $660.4 萬 | 0.7% | −5,202−2.8% | 減碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 106,944 | $573.2 萬 | 0.6% | +1,613+1.5% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 88,249 | $426.6 萬 | 0.4% | +2,154+2.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,394 | $329.7 萬 | 0.3% | −257−2.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 55,471 | $258.7 萬 | 0.3% | +119+0.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 7,585 | $205.0 萬 | 0.2% | +15+0.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,770 | $175.5 萬 | 0.2% | +7+0.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,907 | $166.1 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 47,037 | $164.8 萬 | 0.2% | −970−2.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,071 | $151.9 萬 | 0.2% | −7−0.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 28,558 | $128.8 萬 | 0.1% | −21−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 46,059 | $120.5 萬 | 0.1% | +78+0.2% | 加碼 | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 28,240 | $109.0 萬 | 0.1% | −350−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,612 | $108.6 萬 | 0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,551 | $106.6 萬 | 0.1% | +73+4.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,875 | $104.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,754 | $98.4 萬 | 0.1% | +159+1.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,321 | $97.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,958 | $96.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,904 | $94.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 18,223 | $91.5 萬 | 0.1% | +17,870+5,062.3% | 加碼 | – |
| WSBCWesbanco Inc | COM | 22,759 | $88.8 萬 | 0.1% | +23+0.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,461 | $84.9 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 19,429 | $80.1 萬 | 0.1% | −1,745−8.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,155 | $79.7 萬 | 0.1% | −32−1.5% | 減碼 | – |
| EQTEQT Corp | Stock | 13,625 | $72.4 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 13,128 | $68.4 萬 | 0.1% | +2,500+23.5% | 加碼 | – |
| DDominion Energy, Inc | Stock | 8,977 | $61.3 萬 | 0.1% | +84+0.9% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,210 | $60.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 745 | $55.8 萬 | 0.1% | −11−1.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,084 | $54.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,742 | $53.7 萬 | 0.1% | +18+0.7% | 加碼 | – |
| ORCLOracle Corp | Stock | 3,377 | $49.5 萬 | <0.1% | −10−0.3% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 717 | $47.0 萬 | <0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,968 | $46.9 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,928 | $42.0 萬 | <0.1% | −565−22.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 974 | $41.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,301 | $39.1 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,090 | $39.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,193 | $37.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,665 | $36.8 萬 | <0.1% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 4,140 | $36.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,382 | $32.6 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965 | $30.6 萬 | <0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 1,948 | $27.2 萬 | <0.1% | −30−1.5% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,940 | $26.7 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 518 | $26.6 萬 | <0.1% | −1−0.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,325 | $25.6 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 4,646 | $24.5 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 4,941 | $24.2 萬 | <0.1% | −60−1.2% | 減碼 | – |
| HONAHoneywell Aerospace Inc. | COM | 1,086 | $24.0 萬 | <0.1% | +1,086 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 474 | $23.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,476 | $23.3 萬 | <0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 718 | $22.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 2,880 | $21.7 萬 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 1,915 | $20.6 萬 | <0.1% | +14+0.7% | 加碼 | 歷史 |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 2,652 | $20.1 萬 | <0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 514 | $19.4 萬 | <0.1% | +3+0.6% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 750 | $19.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,408 | $18.7 萬 | <0.1% | +20.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 8,937 | $18.5 萬 | <0.1% | −10.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 832 | $18.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 513 | $18.1 萬 | <0.1% | −1−0.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 304 | $17.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 3,090 | $16.2 萬 | <0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 133 | $16.0 萬 | <0.1% | −1−0.7% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 324 | $15.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 2,979 | $14.2 萬 | <0.1% | +3+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 423 | $13.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOVNOV Inc. | COM | 6,931 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 871 | $12.5 萬 | <0.1% | +3+0.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 489 | $12.3 萬 | <0.1% | −1−0.2% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,000 | $12.0 萬 | <0.1% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| MRKMerck & Co., Inc. | Stock | 930 | $12.0 萬 | <0.1% | +9+1.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 2,081 | $11.9 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 780 | $11.6 萬 | <0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 331 | $11.4 萬 | <0.1% | −1−0.3% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（36 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NUNu Holdings Ltd. | ORD SHS CL A | 114,000 | $163.8 萬 | 0.2% | 歷史 |
| HONHoneywell International Inc | COM | 2,175 | $49.2 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,647 | $36.8 萬 | <0.1% | – |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 878 | $8.77 萬 | <0.1% | – |
| CRCLCircle Internet Group, Inc. | COM CL A | 50 | $4,771 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 89 | $3,128 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 37 | $2,797 | <0.1% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 6 | $2,108 | <0.1% | 歷史 |
| ALSumisho Air Lease Corp | CL A | 27 | $1,754 | <0.1% | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 27 | $1,262 | <0.1% | 歷史 |
| MASIMasimo Corp | COM | 5 | $890 | <0.1% | 歷史 |
| GPORGulfport Energy Corp | COMMON SHARES | 4 | $847 | <0.1% | 歷史 |
| SEESealed Air Corp | COM | 19 | $799 | <0.1% | 歷史 |
| RHRH | COM | 4 | $560 | <0.1% | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 24 | $547 | <0.1% | 歷史 |
| CACCCredit Acceptance Corp | COM | 1 | $424 | <0.1% | 歷史 |
| SHAKShake Shack Inc. | CL A | 4 | $354 | <0.1% | 歷史 |
| VRRMVerra Mobility Corp | CL A COM STK | 19 | $272 | <0.1% | 歷史 |
| Clearway Energy, Inc.18539C105 | CL A | 6 | $236 | <0.1% | – |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 40 | $199 | <0.1% | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 3 | $151 | <0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1 | $150 | <0.1% | 歷史 |
| PRGSProgress Software Corp | COM | 5 | $129 | <0.1% | 歷史 |
| ROCKGibraltar Industries, Inc. | COM | 3 | $120 | <0.1% | 歷史 |
| EFOREverforth Inc | COM | 2 | $78 | <0.1% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 2 | $71 | <0.1% | 歷史 |
| PGNYProgyny, Inc. | COM | 4 | $68 | <0.1% | 歷史 |
| MCWMister Car Wash, Inc. | COM | 8 | $56 | <0.1% | 歷史 |
| SYMSymbotic Inc. | Stock | 1 | $54 | <0.1% | 歷史 |
| YELPYelp Inc | CL A | 2 | $50 | <0.1% | 歷史 |
| WDWalker & Dunlop, Inc. | COM | 1 | $45 | <0.1% | 歷史 |
| PRGOPERRIGO Co plc | SHS | 4 | $43 | <0.1% | 歷史 |
| PRKSUnited Parks & Resorts Inc. | COM | 1 | $33 | <0.1% | 歷史 |
| SMPLSimply Good Foods Co | COM | 2 | $29 | <0.1% | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 2 | $22 | <0.1% | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 1 | $10 | <0.1% | 歷史 |