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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $5.66亿 | 12.62% | 7,217,987 | 238,431 | 3.4% | $1,869.54万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5.52亿 | 12.30% | 13,062,756 | 518,917 | 4.1% | $2,190.87万 | 加仓 |
| IVV | ISHARES TR | $4.55亿 | 10.14% | 695,831 | 13,482 | 2.0% | $880.66万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3.78亿 | 8.43% | 1,178,270 | -13,808 | -1.2% | -$442.97万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3.17亿 | 7.07% | 2,871,933 | 24,783 | 0.9% | $273.78万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2.85亿 | 6.35% | 1,105,967 | 37,393 | 3.5% | $962.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED INTL FD | $2.21亿 | 4.94% | 3,455,184 | -133,886 | -3.7% | -$857.94万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.85亿 | 4.12% | 423,091 | 9,623 | 2.3% | $420.32万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1.83亿 | 4.07% | 5,286,463 | 289,046 | 5.8% | $998.65万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1.48亿 | 3.31% | 3,095,714 | 121,634 | 4.1% | $582.99万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1.28亿 | 2.86% | 3,585,713 | 175,345 | 5.1% | $626.16万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1.05亿 | 2.35% | 352,290 | 53,865 | 18.0% | $1,609.76万 | 加仓 |
| IEFA | ISHARES TR | $1.03亿 | 2.29% | 1,136,123 | -56,372 | -4.7% | -$510.34万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $9,416.37万 | 2.10% | 1,943,122 | -23,489 | -1.2% | -$113.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9,249.91万 | 2.06% | 1,481,170 | -23,499 | -1.6% | -$146.75万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $8,047.91万 | 1.79% | 3,251,680 | -127,291 | -3.8% | -$315.05万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $6,960.91万 | 1.55% | 1,959,163 | -98,990 | -4.8% | -$351.71万 | 减仓 |
| SUB | ISHARES TR | $4,779.34万 | 1.07% | 448,765 | 23,082 | 5.4% | $245.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,700.55万 | 1.05% | 1,341,481 | 4,277 | 0.3% | $14.99万 | 加仓 |
| ITOT | ISHARES TR | $4,567.13万 | 1.02% | 320,658 | -4,142 | -1.3% | -$58.99万 | 减仓 |
| IWP | ISHARES TR | $4,308.90万 | 0.96% | 336,317 | 51,105 | 17.9% | $654.76万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,670.20万 | 0.82% | 455,472 | -2,569 | -0.6% | -$20.70万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,754.85万 | 0.61% | 1,097,551 | -19,148 | -1.7% | -$48.06万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,167.87万 | 0.48% | 845,502 | 8,746 | 1.0% | $22.42万 | 加仓 |
| IWV | ISHARES TR | $2,154.37万 | 0.48% | 58,119 | -438 | -0.7% | -$16.24万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $1,875.50万 | 0.42% | 129,847 | -1,857 | -1.4% | -$26.82万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,266.52万 | 0.28% | 372,834 | -7,009 | -1.8% | -$23.81万 | 减仓 |
| AAEQ | EA SERIES TRUST | $1,085.12万 | 0.24% | 233,273 | -12,227 | -5.0% | -$56.88万 | 减仓 |
| IWF | ISHARES TR | $958.35万 | 0.21% | 22,475 | 6 | 0.0% | $2,558 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $935.40万 | 0.21% | 321,112 | 90,008 | 38.9% | $262.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $889.16万 | 0.20% | 123,357 | 11,915 | 10.7% | $85.88万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $873.33万 | 0.19% | 191,311 | -22,446 | -10.5% | -$102.47万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $765.71万 | 0.17% | 11,774 | -10 | -0.1% | -$6,503 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $666.56万 | 0.15% | 66,749 | -3,556 | -5.1% | -$35.51万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $623.14万 | 0.14% | 84,620 | 17,494 | 26.1% | $128.83万 | 加仓 |
| AAPL | APPLE INC | $558.31万 | 0.12% | 21,999 | -122 | -0.6% | -$3.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $526.09万 | 0.12% | 8,804 | 1,342 | 18.0% | $80.19万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $494.70万 | 0.11% | 22,771 | -203 | -0.9% | -$4.41万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $449.87万 | 0.10% | 76,849 | 1,216 | 1.6% | $7.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $417.63万 | 0.09% | 5,720 | -5 | -0.1% | -$3,651 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $379.58万 | 0.08% | 92,377 | 486 | 0.5% | $2.00万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $350.31万 | 0.08% | 64,813 | -490 | -0.8% | -$2.65万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $325.46万 | 0.07% | 36,692 | 702 | 2.0% | $6.23万 | 加仓 |
| IVW | ISHARES TR | $315.67万 | 0.07% | 27,908 | -491 | -1.7% | -$5.55万 | 减仓 |
| VGT | VANGUARD WORLD FD | $300.51万 | 0.07% | 4,307 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $299.61万 | 0.07% | 37,168 | -490 | -1.3% | -$3.95万 | 减仓 |
| IVE | ISHARES TR | $287.97万 | 0.06% | 13,638 | -230 | -1.7% | -$4.86万 | 减仓 |
| EMR | EMERSON ELEC CO | $274.66万 | 0.06% | 20,963 | -100 | -0.5% | -$1.31万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $271.65万 | 0.06% | 64,067 | -2,494 | -3.7% | -$10.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $269.42万 | 0.06% | 7,278 | 112 | 1.6% | $4.15万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $268.46万 | 0.06% | 34,815 | 671 | 2.0% | $5.17万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $244.66万 | 0.05% | 32,578 | -137 | -0.4% | -$1.03万 | 减仓 |
| GOOGL | ALPHABET INC | $243.30万 | 0.05% | 8,461 | -145 | -1.7% | -$4.17万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $228.51万 | 0.05% | 45,804 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $221.13万 | 0.05% | 10,617 | -316 | -2.9% | -$6.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $212.36万 | 0.05% | 12,177 | -382 | -3.0% | -$6.66万 | 减仓 |
| IWB | ISHARES TR | $208.87万 | 0.05% | 5,858 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $208.06万 | 0.05% | 18,200 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $195.04万 | 0.04% | 9,941 | 15 | 0.2% | $2,943 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $174.12万 | 0.04% | 41,917 | -9,010 | -17.7% | -$37.43万 | 减仓 |
| QYLD | GLOBAL X FDS | $169.42万 | 0.04% | 98,785 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $168.91万 | 0.04% | 29,742 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $165.99万 | 0.04% | 23,408 | -404 | -1.7% | -$2.86万 | 减仓 |
| VO | VANGUARD INDEX FDS | $152.90万 | 0.03% | 5,324 | -133 | -2.4% | -$3.82万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $137.87万 | 0.03% | 16,250 | -684 | -4.0% | -$5.80万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $135.46万 | 0.03% | 31,971 | 282 | 0.9% | $1.19万 | 加仓 |
| EAGG | ISHARES TR | $126.10万 | 0.03% | 26,519 | 60 | 0.2% | $2,853 | 加仓 |
| VBK | VANGUARD INDEX FDS | $122.77万 | 0.03% | 4,062 | -19 | -0.5% | -$5,743 | 减仓 |
| IWS | ISHARES TR | $116.10万 | 0.03% | 7,966 | -20 | -0.3% | -$2,915 | 减仓 |
| GOOG | ALPHABET INC | $113.25万 | 0.03% | 3,948 | 328 | 9.1% | $9.41万 | 加仓 |
| MUB | ISHARES TR | $111.64万 | 0.02% | 10,518 | -664 | -5.9% | -$7.05万 | 减仓 |
| QQQ | INVESCO QQQ TR | $110.45万 | 0.02% | 1,914 | -129 | -6.3% | -$7.44万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $105.08万 | 0.02% | 9,451 | 1,606 | 20.5% | $17.86万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $100.50万 | 0.02% | 5,237 | 5,237 | — | $100.50万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $99.01万 | 0.02% | 3,366 | -20 | -0.6% | -$5,883 | 减仓 |
| SCZ | ISHARES TR | $96.91万 | 0.02% | 12,359 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $96.63万 | 0.02% | 3,122 | 95 | 3.1% | $2.94万 | 加仓 |
| EFA | ISHARES TR | $92.25万 | 0.02% | 9,498 | -1,332 | -12.3% | -$12.94万 | 减仓 |
| IJK | ISHARES TR | $89.87万 | 0.02% | 8,932 | 5 | 0.1% | $503 | 加仓 |
| IMCG | ISHARES TR | $85.69万 | 0.02% | 10,878 | 1,198 | 12.4% | $9.44万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $84.18万 | 0.02% | 25,107 | -549 | -2.1% | -$1.84万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $79.69万 | 0.02% | 7,098 | 37 | 0.5% | $4,154 | 加仓 |
| — | EXXON MOBIL CORP | $78.99万 | 0.02% | 4,656 | 1,204 | 34.9% | $20.43万 | 加仓 |
| IJR | ISHARES TR | $77.99万 | 0.02% | 6,274 | 201 | 3.3% | $2.50万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $77.04万 | 0.02% | 7,023 | 155 | 2.3% | $1.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $76.78万 | 0.02% | 3,141 | 135 | 4.5% | $3.30万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $76.02万 | 0.02% | 2,679 | -408 | -13.2% | -$11.58万 | 减仓 |
| IJH | ISHARES TR | $74.75万 | 0.02% | 11,069 | 250 | 2.3% | $1.69万 | 加仓 |
| SLV | ISHARES SILVER TR | $71.85万 | 0.02% | 10,544 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $70.56万 | 0.02% | 1,144 | -13 | -1.1% | -$8,018 | 减仓 |
| GEV | GE VERNOVA INC | $69.05万 | 0.02% | 791 | 128 | 19.3% | $11.17万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $68.29万 | 0.02% | 3,706 | -12 | -0.3% | -$2,211 | 减仓 |
| VB | VANGUARD INDEX FDS | $67.89万 | 0.02% | 2,592 | 18 | 0.7% | $4,715 | 加仓 |
| IEMG | ISHARES INC | $67.52万 | 0.02% | 9,680 | -41 | -0.4% | -$2,860 | 减仓 |
| CINF | CINCINNATI FINL CORP | $64.31万 | 0.01% | 4,087 | -3,644 | -47.1% | -$57.34万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $62.18万 | 0.01% | 624 | 1 | 0.2% | $996 | 加仓 |
| — | PIPER SANDLER COMPANIES | $59.53万 | 0.01% | 7,776 | 5,832 | 300.0% | $44.64万 | 重新持有 |
| VSGX | VANGUARD WORLD FD | $59.07万 | 0.01% | 8,235 | 32 | 0.4% | $2,295 | 加仓 |
| HD | HOME DEPOT INC | $59.00万 | 0.01% | 1,794 | -45 | -2.4% | -$1.48万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $58.76万 | 0.01% | 4,696 | 0 | 0.0% | — | 不变 |