Wealth Dimensions Group, Ltd.
CINCINNATI OH · SEC CIK 0001846462
$5.08亿2026Q1 申报市值
170持仓数
58.1%前十大占比 · 第一大 10.9%
9 / 5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
VGSH 加仓+$212.38万
DFAI 加仓+$201.96万
DIMENSIONAL ETF 加仓+$130.34万
DFAE 加仓+$92.29万
DIMENSIONAL ETF 加仓+$90.32万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$55.46万
AZN 清仓-$42.11万
IEFA 减仓-$38.48万
SUB 清仓-$21.71万
SNOW 清仓-$21.59万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,290 | -100.0% | -$42.11万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -2,035 | -100.0% | -$21.71万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -984 | -100.0% | -$21.59万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,188 | -100.0% | -$21.44万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -794 | -100.0% | -$21.04万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $16.53万 | 0.03% | 11,521 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $20.15万 | 0.04% | 1,257 | -17 | -1.3% | -$2,725 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.77万 | 0.04% | 8,393 | 8,393 | — | $20.77万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $20.81万 | 0.04% | 725 | -20 | -2.7% | -$5,740 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $20.82万 | 0.04% | 1,050 | 4 | 0.4% | $793 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $20.96万 | 0.04% | 1,641 | -408 | -19.9% | -$5.21万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $20.98万 | 0.04% | 883 | 4 | 0.5% | $950 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.99万 | 0.04% | 427 | 27 | 6.8% | $1.33万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $21.80万 | 0.04% | 17,900 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $21.94万 | 0.04% | 17,795 | -500 | -2.7% | -$6,165 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $22.68万 | 0.04% | 4,942 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $22.77万 | 0.04% | 4,645 | -18 | -0.4% | -$882 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.85万 | 0.04% | 662 | -77 | -10.4% | -$2.66万 | 减仓 |
| ETN | EATON CORP PLC | $22.89万 | 0.05% | 640 | 7 | 1.1% | $2,504 | 加仓 |
| SHEL | SHELL PLC | $23.79万 | 0.05% | 2,558 | 2,558 | — | $23.79万 | 新建仓 |
| CMI | CUMMINS INC | $24.01万 | 0.05% | 446 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $24.16万 | 0.05% | 989 | -303 | -23.5% | -$7.40万 | 重新持有 |
| SBUX | STARBUCKS CORP | $24.48万 | 0.05% | 2,732 | 28 | 1.0% | $2,509 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $24.65万 | 0.05% | 7,247 | 7,247 | — | $24.65万 | 新建仓 |
| ITOT | ISHARES TR | $24.67万 | 0.05% | 1,732 | -13 | -0.7% | -$1,852 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $25.02万 | 0.05% | 729 | 16 | 2.2% | $5,492 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $25.52万 | 0.05% | 3,084 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $25.61万 | 0.05% | 296 | 6 | 2.1% | $5,192 | 加仓 |
| IWB | ISHARES TR | $25.81万 | 0.05% | 724 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $25.87万 | 0.05% | 856 | 187 | 28.0% | $5.65万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $26.56万 | 0.05% | 1,290 | -10 | -0.8% | -$2,059 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $27.04万 | 0.05% | 4,692 | -35 | -0.7% | -$2,017 | 减仓 |
| IYR | ISHARES TR | $27.42万 | 0.05% | 2,900 | 30 | 1.0% | $2,837 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $28.13万 | 0.06% | 5,947 | 5,947 | — | $28.13万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $28.29万 | 0.06% | 5,664 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $28.82万 | 0.06% | 1,275 | 11 | 0.9% | $2,486 | 加仓 |
| WFC | WELLS FARGO & CO | $29.84万 | 0.06% | 3,748 | 276 | 7.9% | $2.20万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $30.35万 | 0.06% | 2,284 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.49万 | 0.06% | 5,641 | 311 | 5.8% | $1.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.39万 | 0.06% | 10,777 | 10,777 | — | $31.39万 | 新建仓 |
| EEM | ISHARES TR | $32.25万 | 0.06% | 5,679 | -59 | -1.0% | -$3,351 | 减仓 |
| ET | ENERGY TRANSFER L P | $33.33万 | 0.07% | 17,269 | 1,182 | 7.3% | $2.28万 | 加仓 |
| VGT | VANGUARD WORLD FD | $33.39万 | 0.07% | 479 | 1 | 0.2% | $697 | 加仓 |
| NVS | NOVARTIS AG | $33.67万 | 0.07% | 2,204 | 2 | 0.1% | $305 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $33.67万 | 0.07% | 9,500 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $33.92万 | 0.07% | 1,135 | 40 | 3.7% | $1.20万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.97万 | 0.07% | 2,322 | 667 | 40.3% | $9.76万 | 加仓 |
| ESGD | ISHARES TR | $35.75万 | 0.07% | 3,739 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $36.35万 | 0.07% | 7,734 | 4 | 0.1% | $188 | 加仓 |
| IAU | ISHARES GOLD TR | $36.75万 | 0.07% | 4,169 | 19 | 0.5% | $1,675 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $36.87万 | 0.07% | 370 | 16 | 4.5% | $1.59万 | 加仓 |
| IJS | ISHARES TR | $36.91万 | 0.07% | 3,116 | -207 | -6.2% | -$2.45万 | 减仓 |
| MS | MORGAN STANLEY | $37.09万 | 0.07% | 2,253 | 68 | 3.1% | $1.12万 | 加仓 |
| MMM | 3M CO | $38.50万 | 0.08% | 2,651 | -3 | -0.1% | -$436 | 减仓 |
| PFF | ISHARES TR | $39.20万 | 0.08% | 12,930 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $39.48万 | 0.08% | 2,002 | 2,002 | — | $39.48万 | 新建仓 |
| EMR | EMERSON ELEC CO | $40.42万 | 0.08% | 3,085 | -11 | -0.4% | -$1,441 | 减仓 |
| RTX | RTX CORPORATION | $41.25万 | 0.08% | 2,138 | 97 | 4.8% | $1.87万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $41.86万 | 0.08% | 1,499 | -55 | -3.5% | -$1.54万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $43.24万 | 0.09% | 4,655 | -489 | -9.5% | -$4.54万 | 减仓 |
| DIS | DISNEY WALT CO | $43.64万 | 0.09% | 4,528 | 145 | 3.3% | $1.40万 | 加仓 |
| SMH | VANECK ETF TRUST | $44.21万 | 0.09% | 1,153 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $44.55万 | 0.09% | 6,130 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $45.57万 | 0.09% | 4,691 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $45.70万 | 0.09% | 6,009 | 297 | 5.2% | $2.26万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $46.10万 | 0.09% | 15,114 | 15,114 | — | $46.10万 | 新建仓 |
| TJX | TJX COS INC NEW | $46.73万 | 0.09% | 2,926 | 73 | 2.6% | $1.17万 | 加仓 |
| COP | CONOCOPHILLIPS | $46.74万 | 0.09% | 3,541 | 114 | 3.3% | $1.50万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $47.54万 | 0.09% | 1,218 | -40 | -3.2% | -$1.56万 | 减仓 |
| MO | ALTRIA GROUP INC | $48.27万 | 0.09% | 7,315 | -210 | -2.8% | -$1.39万 | 减仓 |
| IWR | ISHARES TR | $49.04万 | 0.10% | 5,044 | -1,472 | -22.6% | -$14.31万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $51.16万 | 0.10% | 13,520 | 13,520 | — | $51.16万 | 新建仓 |
| V | VISA INC | $51.71万 | 0.10% | 1,711 | 245 | 16.7% | $7.40万 | 加仓 |
| DAL | DELTA AIR LINES INC | $51.85万 | 0.10% | 7,799 | -2 | -0.0% | -$133 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $52.67万 | 0.10% | 8,684 | -40 | -0.5% | -$2,426 | 减仓 |
| ABT | ABBOTT LABORATORIES | $52.97万 | 0.10% | 5,159 | 156 | 3.1% | $1.60万 | 加仓 |
| WM | WASTE MGMT INC DEL | $53.63万 | 0.11% | 2,334 | -23 | -1.0% | -$5,285 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $56.33万 | 0.11% | 932 | -31 | -3.2% | -$1.87万 | 减仓 |
| QCOM | QUALCOMM INC | $56.44万 | 0.11% | 4,383 | 51 | 1.2% | $6,568 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $57.05万 | 0.11% | 9,664 | 161 | 1.7% | $9,504 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.28万 | 0.11% | 3,036 | -96 | -3.1% | -$1.84万 | 减仓 |
| LOW | LOWES COS INC | $58.64万 | 0.12% | 2,482 | 25 | 1.0% | $5,907 | 加仓 |
| DE | DEERE & CO | $59.17万 | 0.12% | 1,050 | 11 | 1.1% | $6,199 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $61.10万 | 0.12% | 8,297 | 8,297 | — | $61.10万 | 新建仓 |
| BAC | BANK AMERICA CORP | $62.16万 | 0.12% | 12,750 | 369 | 3.0% | $1.80万 | 加仓 |
| T | AT&T INC | $62.72万 | 0.12% | 21,636 | -676 | -3.0% | -$1.96万 | 减仓 |
| PEP | PEPSICO INC | $64.07万 | 0.13% | 4,126 | 92 | 2.3% | $1.43万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $64.38万 | 0.13% | 6,832 | -415 | -5.7% | -$3.91万 | 减仓 |
| INTC | INTEL CORP | $64.70万 | 0.13% | 14,794 | -1,096 | -6.9% | -$4.79万 | 减仓 |
| KR | KROGER CO | $65.23万 | 0.13% | 9,014 | 22 | 0.2% | $1,592 | 加仓 |
| GLD | SPDR GOLD TR | $65.70万 | 0.13% | 1,527 | 394 | 34.8% | $16.95万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $66.68万 | 0.13% | 3,399 | 68 | 2.0% | $1.33万 | 加仓 |
| NFLX | NETFLIX INC. | $67.95万 | 0.13% | 7,068 | 205 | 3.0% | $1.97万 | 加仓 |
| ACWV | ISHARES INC | $68.29万 | 0.13% | 5,714 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $68.73万 | 0.14% | 13,692 | -1,203 | -8.1% | -$6.04万 | 减仓 |