Truepoint, Inc.
CINCINNATI OH · SEC CIK 0001427748
$47.91亿2026Q2 申报市值
160持仓数
73.8%前十大占比 · 第一大 12.1%
14 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFCF 加仓+$1,749.14万
BSV 加仓+$1,575.81万
DFNM 加仓+$560.71万
SUB 加仓+$126.59万
AAPL 加仓+$69.65万
2026Q2 卖出最多 按季末市值估算
AVUV 减仓-$2,719.48万
VEA 减仓-$1,897.44万
IVV 减仓-$1,859.05万
DFEM 减仓-$1,310.04万
DFIC 减仓-$1,190.84万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $5.78亿 | 12.07% | 7,420,247 | 202,260 | 2.8% | $1,575.81万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5.69亿 | 11.87% | 13,477,146 | 414,390 | 3.2% | $1,749.14万 | 加仓 |
| IVV | ISHARES TR | $5.03亿 | 10.49% | 671,007 | -24,824 | -3.6% | -$1,859.05万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4.25亿 | 8.86% | 1,147,607 | -30,663 | -2.6% | -$1,134.65万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $3.35亿 | 6.99% | 1,093,223 | -12,744 | -1.2% | -$390.35万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3.31亿 | 6.91% | 2,653,956 | -217,977 | -7.6% | -$2,719.48万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED INTL FD | $2.27亿 | 4.74% | 3,188,877 | -266,307 | -7.7% | -$1,897.44万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2.11亿 | 4.40% | 2,445,104 | -93,442 | -3.7% | -$804.91万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2.02亿 | 4.21% | 4,964,110 | -322,353 | -6.1% | -$1,310.04万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1.55亿 | 3.24% | 3,211,719 | 116,005 | 3.7% | $560.71万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1.32亿 | 2.76% | 3,343,050 | -242,663 | -6.8% | -$959.49万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1.17亿 | 2.44% | 339,923 | -12,367 | -3.5% | -$425.31万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.05亿 | 2.18% | 1,902,222 | -40,900 | -2.1% | -$224.99万 | 减仓 |
| IEFA | ISHARES TR | $1.03亿 | 2.16% | 1,070,948 | -65,175 | -5.7% | -$629.46万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.02亿 | 2.14% | 1,464,173 | -16,997 | -1.1% | -$118.81万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $8,782.78万 | 1.83% | 3,170,679 | -81,001 | -2.5% | -$224.37万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6,109.00万 | 1.28% | 1,639,559 | -319,604 | -16.3% | -$1,190.84万 | 减仓 |
| SUB | ISHARES TR | $4,904.59万 | 1.02% | 460,655 | 11,890 | 2.6% | $126.59万 | 加仓 |
| IWP | ISHARES TR | $4,695.82万 | 0.98% | 320,731 | -15,586 | -4.6% | -$228.19万 | 减仓 |
| ITOT | ISHARES TR | $4,652.26万 | 0.97% | 283,208 | -37,450 | -11.7% | -$615.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,631.19万 | 0.97% | 1,193,913 | -147,568 | -11.0% | -$572.42万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,121.27万 | 0.86% | 427,119 | -28,353 | -6.2% | -$273.58万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $3,097.74万 | 0.65% | 1,069,662 | -27,889 | -2.5% | -$80.77万 | 减仓 |
| IWV | ISHARES TR | $2,454.84万 | 0.51% | 57,571 | -548 | -0.9% | -$23.37万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $1,889.13万 | 0.39% | 128,828 | -1,019 | -0.8% | -$14.94万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,826.35万 | 0.38% | 620,573 | -224,929 | -26.6% | -$661.97万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,349.32万 | 0.28% | 366,264 | -6,570 | -1.8% | -$24.20万 | 减仓 |
| AAEQ | EA SERIES TRUST | $1,236.82万 | 0.26% | 232,542 | -731 | -0.3% | -$3.89万 | 减仓 |
| IWF | ISHARES TR | $1,085.85万 | 0.23% | 87,449 | -2,451 | -2.7% | -$30.43万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,038.65万 | 0.22% | 306,929 | -14,183 | -4.4% | -$48.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,015.71万 | 0.21% | 123,898 | 541 | 0.4% | $4.44万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $868.06万 | 0.18% | 172,268 | -19,043 | -10.0% | -$95.96万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $790.90万 | 0.17% | 10,591 | -1,183 | -10.0% | -$88.34万 | 减仓 |
| AAPL | APPLE INC | $706.20万 | 0.15% | 24,406 | 2,407 | 10.9% | $69.65万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $653.71万 | 0.14% | 89,050 | 4,430 | 5.2% | $32.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $614.22万 | 0.13% | 8,943 | 139 | 1.6% | $9.55万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $510.84万 | 0.11% | 21,023 | -1,748 | -7.7% | -$42.47万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $439.88万 | 0.09% | 75,581 | -1,268 | -1.6% | -$7.38万 | 减仓 |
| VGT | VANGUARD WORLD FD | $411.53万 | 0.09% | 34,432 | -24 | -0.1% | -$2,868 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $396.41万 | 0.08% | 4,931 | -789 | -13.8% | -$63.43万 | 减仓 |
| IVW | ISHARES TR | $387.46万 | 0.08% | 28,173 | 265 | 0.9% | $3.64万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $364.31万 | 0.08% | 61,033 | -3,780 | -5.8% | -$22.56万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $353.64万 | 0.07% | 36,673 | -19 | -0.1% | -$1,832 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $350.43万 | 0.07% | 75,152 | -17,225 | -18.6% | -$80.32万 | 减仓 |
| GOOGL | ALPHABET INC | $302.32万 | 0.06% | 8,460 | -1 | -0.0% | -$357 | 减仓 |
| IVE | ISHARES TR | $301.61万 | 0.06% | 13,283 | -355 | -2.6% | -$8.06万 | 减仓 |
| EMR | EMERSON ELEC CO | $300.09万 | 0.06% | 20,963 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $292.05万 | 0.06% | 34,162 | -653 | -1.9% | -$5.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $287.08万 | 0.06% | 7,696 | 418 | 5.7% | $15.59万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $268.89万 | 0.06% | 32,106 | -472 | -1.4% | -$3.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $267.44万 | 0.06% | 13,366 | 1,189 | 9.8% | $23.79万 | 加仓 |
| AMZN | AMAZON COM INC | $260.66万 | 0.05% | 10,936 | 319 | 3.0% | $7.60万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $253.04万 | 0.05% | 56,106 | -7,961 | -12.4% | -$35.90万 | 减仓 |
| IWB | ISHARES TR | $239.89万 | 0.05% | 5,858 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $237.33万 | 0.05% | 18,200 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $230.59万 | 0.05% | 45,589 | -215 | -0.5% | -$1.09万 | 减仓 |
| EEM | ISHARES TR | $203.47万 | 0.04% | 29,742 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $191.81万 | 0.04% | 23,408 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $182.06万 | 0.04% | 98,785 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $159.49万 | 0.03% | 19,795 | -1,501 | -7.0% | -$12.09万 | 减仓 |
| GE | GENERAL ELECTRIC CO | $150.68万 | 0.03% | 4,032 | 1,353 | 50.5% | $50.56万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $148.36万 | 0.03% | 4,057 | -5 | -0.1% | -$1,828 | 减仓 |
| VTV | VANGUARD INDEX FDS | $145.19万 | 0.03% | 6,662 | -3,279 | -33.0% | -$71.46万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $144.83万 | 0.03% | 29,629 | -2,342 | -7.3% | -$11.45万 | 减仓 |
| GOOG | ALPHABET INC | $144.16万 | 0.03% | 4,080 | 132 | 3.3% | $4.66万 | 加仓 |
| QQQ | INVESCO QQQ TR | $140.70万 | 0.03% | 1,911 | -3 | -0.2% | -$2,209 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $127.49万 | 0.03% | 9,954 | 503 | 5.3% | $6.44万 | 加仓 |
| AVGO | BROADCOM INC | $119.36万 | 0.02% | 3,160 | 38 | 1.2% | $1.44万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $118.83万 | 0.02% | 28,695 | -13,222 | -31.5% | -$54.75万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $118.58万 | 0.02% | 13,001 | -24,167 | -65.0% | -$220.43万 | 减仓 |
| EAGG | ISHARES TR | $115.14万 | 0.02% | 24,287 | -2,232 | -8.4% | -$10.58万 | 减仓 |
| IWS | ISHARES TR | $114.63万 | 0.02% | 6,964 | -1,002 | -12.6% | -$16.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $114.52万 | 0.02% | 3,499 | 133 | 4.0% | $4.35万 | 加仓 |
| MUB | ISHARES TR | $111.88万 | 0.02% | 10,396 | -122 | -1.2% | -$1.31万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $111.86万 | 0.02% | 6,042 | 1,955 | 47.8% | $36.19万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $111.42万 | 0.02% | 5,237 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $103.25万 | 0.02% | 8,787 | -145 | -1.6% | -$1.70万 | 减仓 |
| EFA | ISHARES TR | $97.94万 | 0.02% | 9,428 | -70 | -0.7% | -$7,272 | 减仓 |
| IJR | ISHARES TR | $96.27万 | 0.02% | 6,491 | 217 | 3.5% | $3.22万 | 加仓 |
| SCZ | ISHARES TR | $93.44万 | 0.02% | 11,357 | -1,002 | -8.1% | -$8.24万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $93.17万 | 0.02% | 10,445 | -5,805 | -35.7% | -$51.78万 | 减仓 |
| IMCG | ISHARES TR | $89.95万 | 0.02% | 9,151 | -1,727 | -15.9% | -$16.98万 | 减仓 |
| IJH | ISHARES TR | $88.17万 | 0.02% | 11,434 | 365 | 3.3% | $2.81万 | 加仓 |
| GEV | GE VERNOVA INC | $86.17万 | 0.02% | 733 | -58 | -7.3% | -$6.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $85.63万 | 0.02% | 3,372 | 231 | 7.4% | $5.87万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $83.93万 | 0.02% | 6,567 | -456 | -6.5% | -$5.83万 | 减仓 |
| VB | VANGUARD INDEX FDS | $82.18万 | 0.02% | 2,711 | 119 | 4.6% | $3.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $81.52万 | 0.02% | 1,707 | 87 | 5.4% | $4.15万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $80.61万 | 0.02% | 25,215 | 108 | 0.4% | $3,453 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $80.46万 | 0.02% | 1,144 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $73.92万 | 0.02% | 5,590 | -1,508 | -21.2% | -$19.94万 | 减仓 |
| LLY | ELI LILLY & CO | $73.76万 | 0.02% | 615 | 14 | 2.3% | $1.68万 | 加仓 |
| META | META PLATFORMS INC | $69.45万 | 0.01% | 1,233 | 599 | 94.5% | $33.74万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $67.81万 | 0.01% | 8,235 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $67.66万 | 0.01% | 4,949 | 293 | 6.3% | $4.01万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $66.63万 | 0.01% | 4,696 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $66.59万 | 0.01% | 1,941 | 72 | 3.9% | $2.47万 | 加仓 |
| NUE | NUCOR CORP | $64.69万 | 0.01% | 2,904 | 2 | 0.1% | $446 | 加仓 |
| HD | HOME DEPOT INC | $63.53万 | 0.01% | 1,801 | 7 | 0.4% | $2,469 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $57.91万 | 0.01% | 619 | -5 | -0.8% | -$4,677 | 减仓 |