Truepoint, Inc.
CINCINNATI OH · SEC CIK 0001427748
$44.84亿2026Q1 申报市值
148持仓数
73.3%前十大占比 · 第一大 12.6%
9 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFCF 加仓+$2,190.87万
BSV 加仓+$1,869.54万
VV 加仓+$1,609.76万
DFEM 加仓+$998.65万
VOT 加仓+$962.31万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$857.94万
IEFA 减仓-$510.34万
VTI 减仓-$442.97万
DFIC 减仓-$351.71万
SCHF 减仓-$315.05万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,601 | -100.0% | -$42.95万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -409 | -100.0% | -$27.09万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,926 | -100.0% | -$21.91万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACL CORP | $0 | 0.00% | 0 | -1,084 | -100.0% | -$21.13万 | 清仓 |
| SPTM | SPDR SER TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ZOVIO INC | $184 | 0.00% | 48,484 | 0 | 0.0% | — | 不变 |
| HAYW | HAYWARD HLDGS INC | $20.23万 | 0.00% | 15,121 | 15,121 | — | $20.23万 | 新建仓 |
| PEP | PEPSICO INC | $21.51万 | 0.00% | 1,385 | 1,385 | — | $21.51万 | 新建仓 |
| NLR | VANECK ETF TRUST | $21.54万 | 0.00% | 1,617 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $21.60万 | 0.00% | 2,840 | -4,242 | -59.9% | -$32.27万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.79万 | 0.00% | 837 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $22.02万 | 0.00% | 4,517 | 298 | 7.1% | $1.45万 | 加仓 |
| NFLX | NETFLIX INC | $22.59万 | 0.01% | 2,349 | 78 | 3.4% | $7,500 | 加仓 |
| MRK | MERCK & CO INC | $23.48万 | 0.01% | 1,952 | 1,952 | — | $23.48万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.65万 | 0.01% | 1,017 | 8 | 0.8% | $1,939 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.06万 | 0.01% | 10,794 | 10,794 | — | $25.06万 | 新建仓 |
| GLW | CORNING INC | $25.13万 | 0.01% | 1,848 | 1,848 | — | $25.13万 | 新建仓 |
| TJX | TJX COS INC NEW | $25.66万 | 0.01% | 1,607 | -23 | -1.4% | -$3,673 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $25.68万 | 0.01% | 5,474 | 1,184 | 27.6% | $5.55万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.11万 | 0.01% | 1,214 | -3 | -0.2% | -$645 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $27.99万 | 0.01% | 1,200 | -42 | -3.4% | -$9,796 | 减仓 |
| ABBV | ABBVIE INC | $28.03万 | 0.01% | 1,289 | 155 | 13.7% | $3.37万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $29.86万 | 0.01% | 6,717 | -1,480 | -18.1% | -$6.58万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $30.09万 | 0.01% | 15,980 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $31.22万 | 0.01% | 6,003 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $31.50万 | 0.01% | 10,329 | -17 | -0.2% | -$518 | 减仓 |
| SPMD | SPDR SER TR | $31.92万 | 0.01% | 5,390 | 2 | 0.0% | $118 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $33.02万 | 0.01% | 962 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $33.22万 | 0.01% | 4,281 | 196 | 4.8% | $1.52万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $34.14万 | 0.01% | 20,000 | 20,000 | — | $34.14万 | 新建仓 |
| KVYO | KLAVIYO INC | $34.28万 | 0.01% | 17,615 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $35.46万 | 0.01% | 1,141 | -58 | -4.8% | -$1.80万 | 减仓 |
| META | META PLATFORMS INC | $36.27万 | 0.01% | 634 | -4 | -0.6% | -$2,289 | 减仓 |
| USO | UNITED STS OIL FD LP | $38.49万 | 0.01% | 3,025 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SER TR | $39.27万 | 0.01% | 6,940 | -329 | -4.5% | -$1.86万 | 减仓 |
| IWN | ISHARES TR | $40.23万 | 0.01% | 2,122 | -2 | -0.1% | -$379 | 减仓 |
| IWM | ISHARES TR | $40.40万 | 0.01% | 1,629 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $40.46万 | 0.01% | 1,966 | 4 | 0.2% | $823 | 加仓 |
| PWR | QUANTA SVCS INC | $40.74万 | 0.01% | 742 | 742 | — | $40.74万 | 新建仓 |
| AAUS | EA SERIES TRUST | $41.25万 | 0.01% | 7,874 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $41.68万 | 0.01% | 2,003 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $41.88万 | 0.01% | 4,213 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $41.94万 | 0.01% | 4,313 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $44.53万 | 0.01% | 1,198 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $47.19万 | 0.01% | 2,208 | -7 | -0.3% | -$1,496 | 减仓 |
| NUE | NUCOR CORP | $49.07万 | 0.01% | 2,902 | 2,902 | — | $49.07万 | 新建仓 |
| WMT | WALMART INC | $52.35万 | 0.01% | 4,212 | 358 | 9.3% | $4.45万 | 加仓 |
| SDY | SPDR SER TR | $52.79万 | 0.01% | 3,617 | -1,552 | -30.0% | -$22.65万 | 减仓 |
| CVX | CHEVRON CORP NEW | $54.64万 | 0.01% | 2,641 | 742 | 39.1% | $15.35万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $54.64万 | 0.01% | 10,353 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $54.75万 | 0.01% | 1,620 | 17 | 1.1% | $5,745 | 加仓 |
| LLY | ELI LILLY & CO | $55.28万 | 0.01% | 601 | -20 | -3.2% | -$1.84万 | 减仓 |
| V | VISA INC | $56.49万 | 0.01% | 1,869 | -26 | -1.4% | -$7,858 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $58.76万 | 0.01% | 4,696 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $59.00万 | 0.01% | 1,794 | -45 | -2.4% | -$1.48万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $59.07万 | 0.01% | 8,235 | 32 | 0.4% | $2,295 | 加仓 |
| — | PIPER SANDLER COMPANIES | $59.53万 | 0.01% | 7,776 | 5,832 | 300.0% | $44.64万 | 重新持有 |
| COST | COSTCO WHSL CORP NEW | $62.18万 | 0.01% | 624 | 1 | 0.2% | $996 | 加仓 |
| CINF | CINCINNATI FINL CORP | $64.31万 | 0.01% | 4,087 | -3,644 | -47.1% | -$57.34万 | 减仓 |
| IEMG | ISHARES INC | $67.52万 | 0.02% | 9,680 | -41 | -0.4% | -$2,860 | 减仓 |
| VB | VANGUARD INDEX FDS | $67.89万 | 0.02% | 2,592 | 18 | 0.7% | $4,715 | 加仓 |
| VOE | VANGUARD INDEX FDS | $68.29万 | 0.02% | 3,706 | -12 | -0.3% | -$2,211 | 减仓 |
| GEV | GE VERNOVA INC | $69.05万 | 0.02% | 791 | 128 | 19.3% | $11.17万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $70.56万 | 0.02% | 1,144 | -13 | -1.1% | -$8,018 | 减仓 |
| SLV | ISHARES SILVER TR | $71.85万 | 0.02% | 10,544 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $74.75万 | 0.02% | 11,069 | 250 | 2.3% | $1.69万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $76.02万 | 0.02% | 2,679 | -408 | -13.2% | -$11.58万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $76.78万 | 0.02% | 3,141 | 135 | 4.5% | $3.30万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $77.04万 | 0.02% | 7,023 | 155 | 2.3% | $1.70万 | 加仓 |
| IJR | ISHARES TR | $77.99万 | 0.02% | 6,274 | 201 | 3.3% | $2.50万 | 加仓 |
| — | EXXON MOBIL CORP | $78.99万 | 0.02% | 4,656 | 1,204 | 34.9% | $20.43万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $79.69万 | 0.02% | 7,098 | 37 | 0.5% | $4,154 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $84.18万 | 0.02% | 25,107 | -549 | -2.1% | -$1.84万 | 减仓 |
| IMCG | ISHARES TR | $85.69万 | 0.02% | 10,878 | 1,198 | 12.4% | $9.44万 | 加仓 |
| IJK | ISHARES TR | $89.87万 | 0.02% | 8,932 | 5 | 0.1% | $503 | 加仓 |
| EFA | ISHARES TR | $92.25万 | 0.02% | 9,498 | -1,332 | -12.3% | -$12.94万 | 减仓 |
| AVGO | BROADCOM INC | $96.63万 | 0.02% | 3,122 | 95 | 3.1% | $2.94万 | 加仓 |
| SCZ | ISHARES TR | $96.91万 | 0.02% | 12,359 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $99.01万 | 0.02% | 3,366 | -20 | -0.6% | -$5,883 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $100.50万 | 0.02% | 5,237 | 5,237 | — | $100.50万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $105.08万 | 0.02% | 9,451 | 1,606 | 20.5% | $17.86万 | 加仓 |
| QQQ | INVESCO QQQ TR | $110.45万 | 0.02% | 1,914 | -129 | -6.3% | -$7.44万 | 减仓 |
| MUB | ISHARES TR | $111.64万 | 0.02% | 10,518 | -664 | -5.9% | -$7.05万 | 减仓 |
| GOOG | ALPHABET INC | $113.25万 | 0.03% | 3,948 | 328 | 9.1% | $9.41万 | 加仓 |
| IWS | ISHARES TR | $116.10万 | 0.03% | 7,966 | -20 | -0.3% | -$2,915 | 减仓 |
| VBK | VANGUARD INDEX FDS | $122.77万 | 0.03% | 4,062 | -19 | -0.5% | -$5,743 | 减仓 |
| EAGG | ISHARES TR | $126.10万 | 0.03% | 26,519 | 60 | 0.2% | $2,853 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $135.46万 | 0.03% | 31,971 | 282 | 0.9% | $1.19万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $137.87万 | 0.03% | 16,250 | -684 | -4.0% | -$5.80万 | 减仓 |
| VO | VANGUARD INDEX FDS | $152.90万 | 0.03% | 5,324 | -133 | -2.4% | -$3.82万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $165.99万 | 0.04% | 23,408 | -404 | -1.7% | -$2.86万 | 减仓 |
| EEM | ISHARES TR | $168.91万 | 0.04% | 29,742 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $169.42万 | 0.04% | 98,785 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $174.12万 | 0.04% | 41,917 | -9,010 | -17.7% | -$37.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $195.04万 | 0.04% | 9,941 | 15 | 0.2% | $2,943 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $208.06万 | 0.05% | 18,200 | 0 | 0.0% | — | 不变 |