Wealth Dimensions Group, Ltd.
CINCINNATI OH · SEC CIK 0001846462
$5.58亿2026Q2 申报市值
179持仓数
57.4%前十大占比 · 第一大 10.8%
10 / 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
VGSH 加仓+$233.81万
DFAI 加仓+$168.79万
AMD 新建仓+$45.44万
DFAE 加仓+$44.58万
DIMENSIONAL ETF 加仓+$36.38万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$153.22万
DFCF 减仓-$82.89万
AAPL 减仓-$74.16万
ORGO 减仓-$62.14万
IEFA 减仓-$45.94万
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 |
|---|---|---|---|---|---|---|---|---|
| ENB | ENBRIDGE INC | $71.81万 | 0.13% | 13,247 | -388 | -2.8% | -$2.10万 | 减仓 |
| V | VISA INC | $72.44万 | 0.13% | 2,111 | 400 | 23.4% | $13.73万 | 加仓 |
| DAL | DELTA AIR LINES INC | $73.66万 | 0.13% | 7,865 | 66 | 0.8% | $6,181 | 加仓 |
| BAC | BANK OF AMER CORP | $73.74万 | 0.13% | 12,942 | 192 | 1.5% | $1.09万 | 加仓 |
| SMH | VANECK ETF TRUST | $75.62万 | 0.14% | 1,153 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $76.05万 | 0.14% | 3,490 | 91 | 2.7% | $1.98万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $77.22万 | 0.14% | 4,269 | 39 | 0.9% | $7,055 | 加仓 |
| MA | MASTERCARD INCORPORATED | $77.84万 | 0.14% | 1,516 | 19 | 1.3% | $9,756 | 加仓 |
| VB | VANGUARD INDEX FDS | $80.34万 | 0.14% | 2,650 | -6 | -0.2% | -$1,819 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.39万 | 0.14% | 1,606 | -12 | -0.7% | -$6,006 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $80.42万 | 0.14% | 9,603 | -18 | -0.2% | -$1,507 | 减仓 |
| QCOM | QUALCOMM INC | $81.38万 | 0.15% | 4,404 | 21 | 0.5% | $3,880 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $87.90万 | 0.16% | 12,337 | -251 | -2.0% | -$1.79万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $92.34万 | 0.17% | 1,210 | -8 | -0.7% | -$6,105 | 减仓 |
| DVY | ISHARES TR | $95.70万 | 0.17% | 6,123 | -98 | -1.6% | -$1.53万 | 减仓 |
| ORCL | ORACLE CORP | $99.28万 | 0.18% | 6,775 | -179 | -2.6% | -$2.62万 | 减仓 |
| IWM | ISHARES TR | $101.35万 | 0.18% | 3,373 | -32 | -0.9% | -$9,615 | 减仓 |
| QUAL | ISHARES TR | $101.93万 | 0.18% | 4,645 | -397 | -7.9% | -$8.71万 | 减仓 |
| HD | HOME DEPOT INC | $105.35万 | 0.19% | 2,987 | -57 | -1.9% | -$2.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $105.96万 | 0.19% | 3,768 | -60 | -1.6% | -$1.69万 | 减仓 |
| MCD | MCDONALDS CORP | $108.19万 | 0.19% | 4,003 | -8 | -0.2% | -$2,162 | 减仓 |
| WMT | WALMART INC | $110.35万 | 0.20% | 9,743 | 155 | 1.6% | $1.76万 | 加仓 |
| IJH | ISHARES TR | $112.26万 | 0.20% | 14,558 | 770 | 5.6% | $5.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $113.24万 | 0.20% | 13,146 | -66 | -0.5% | -$5,685 | 减仓 |
| CAT | CATERPILLAR INC | $115.96万 | 0.21% | 1,089 | 18 | 1.7% | $1.92万 | 加仓 |
| AMGN | AMGEN INC | $116.59万 | 0.21% | 3,220 | 14 | 0.4% | $5,069 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $117.03万 | 0.21% | 12,137 | -2 | -0.0% | -$193 | 减仓 |
| CVX | CHEVRON CORPORATION | $117.39万 | 0.21% | 7,082 | 47 | 0.7% | $7,791 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $123.57万 | 0.22% | 5,222 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $124.67万 | 0.22% | 22,074 | 183 | 0.8% | $1.03万 | 加仓 |
| ABBV | ABBVIE INC | $127.57万 | 0.23% | 5,070 | -51 | -1.0% | -$1.28万 | 减仓 |
| META | META PLATFORMS INC | $131.12万 | 0.23% | 2,328 | 153 | 7.0% | $8.62万 | 加仓 |
| SMIG | ETF SER SOLUTIONS | $137.06万 | 0.25% | 41,775 | 0 | 0.0% | — | 不变 |
| RBCAA | REPUBLIC BANCORP INC KY | $139.49万 | 0.25% | 15,425 | 104 | 0.7% | $9,405 | 加仓 |
| CINF | CINCINNATI FINL CORP | $145.32万 | 0.26% | 7,849 | 11 | 0.1% | $2,037 | 加仓 |
| CSCO | CISCO SYS INC | $146.12万 | 0.26% | 12,440 | -36 | -0.3% | -$4,229 | 减仓 |
| TSLA | TESLA INC | $147.84万 | 0.26% | 3,515 | 284 | 8.8% | $11.95万 | 加仓 |
| IJR | ISHARES TR | $156.81万 | 0.28% | 10,573 | 621 | 6.2% | $9.21万 | 加仓 |
| QQQ | INVESCO QQQ TR | $166.39万 | 0.30% | 2,260 | -1 | -0.0% | -$736 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $168.30万 | 0.30% | 13,296 | 501 | 3.9% | $6.34万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $178.12万 | 0.32% | 4,814 | -72 | -1.5% | -$2.66万 | 减仓 |
| AGG | ISHARES TR | $185.38万 | 0.33% | 18,729 | 66 | 0.4% | $6,533 | 加仓 |
| GOOGL | ALPHABET INC | $195.78万 | 0.35% | 5,478 | -59 | -1.1% | -$2.11万 | 减仓 |
| INTC | INTEL CORP | $199.55万 | 0.36% | 14,291 | -503 | -3.4% | -$7.02万 | 减仓 |
| IWN | ISHARES TR | $200.86万 | 0.36% | 9,080 | -280 | -3.0% | -$6.19万 | 减仓 |
| MRK | MERCK & CO INC | $202.56万 | 0.36% | 15,763 | 59 | 0.4% | $7,582 | 加仓 |
| VOO | VANGUARD INDEX FDS | $206.79万 | 0.37% | 3,011 | 116 | 4.0% | $7.97万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $211.47万 | 0.38% | 37,515 | -156 | -0.4% | -$8,794 | 减仓 |
| GEV | GE VERNOVA INC | $211.73万 | 0.38% | 1,802 | 4 | 0.2% | $4,700 | 加仓 |
| — | EXXON MOBIL CORP | $222.18万 | 0.40% | 16,251 | 108 | 0.7% | $1.48万 | 加仓 |
| AVGO | BROADCOM INC | $241.54万 | 0.43% | 6,394 | -108 | -1.7% | -$4.08万 | 减仓 |
| IVE | ISHARES TR | $245.01万 | 0.44% | 10,791 | -174 | -1.6% | -$3.95万 | 减仓 |
| ISTB | ISHARES TR | $248.12万 | 0.44% | 51,424 | 215 | 0.4% | $1.04万 | 加仓 |
| CTAS | CINTAS CORP | $248.50万 | 0.45% | 14,611 | -1 | -0.0% | -$170 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $248.63万 | 0.45% | 7,596 | -17 | -0.2% | -$5,564 | 减仓 |
| IWD | ISHARES TR | $260.47万 | 0.47% | 10,744 | -28 | -0.3% | -$6,788 | 减仓 |
| VO | VANGUARD INDEX FDS | $262.60万 | 0.47% | 32,592 | 128 | 0.4% | $1.03万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $274.39万 | 0.49% | 14,040 | -47 | -0.3% | -$9,186 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $305.72万 | 0.55% | 2,649 | 133 | 5.3% | $15.35万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $315.36万 | 0.56% | 12,417 | -15 | -0.1% | -$3,810 | 减仓 |
| AMZN | AMAZON COM INC | $316.25万 | 0.57% | 13,269 | 282 | 2.2% | $6.72万 | 加仓 |
| GE | GE AEROSPACE | $323.43万 | 0.58% | 8,654 | 503 | 6.2% | $18.80万 | 加仓 |
| IEMG | ISHARES INC | $338.41万 | 0.61% | 40,852 | -864 | -2.1% | -$7.16万 | 减仓 |
| GOOG | ALPHABET INC | $348.37万 | 0.62% | 9,860 | -176 | -1.8% | -$6.22万 | 减仓 |
| IWF | ISHARES TR | $355.15万 | 0.64% | 28,602 | -3,082 | -9.7% | -$38.27万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $368.61万 | 0.66% | 30,358 | -123 | -0.4% | -$1.49万 | 减仓 |
| LLY | ELI LILLY & CO | $435.05万 | 0.78% | 3,627 | 31 | 0.9% | $3.72万 | 加仓 |
| IOT | SAMSARA INC | $518.92万 | 0.93% | 160,011 | 745 | 0.5% | $2.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $645.30万 | 1.16% | 17,299 | 87 | 0.5% | $3.25万 | 加仓 |
| IEFA | ISHARES TR | $720.97万 | 1.29% | 74,650 | -4,757 | -6.0% | -$45.94万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $873.60万 | 1.56% | 206,965 | -19,637 | -8.7% | -$82.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $993.13万 | 1.78% | 49,634 | -244 | -0.5% | -$4.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,346.93万 | 2.41% | 18,037 | -110 | -0.6% | -$8.21万 | 减仓 |
| AAPL | APPLE INC | $1,756.13万 | 3.15% | 60,690 | -2,563 | -4.1% | -$74.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,877.88万 | 3.36% | 717,843 | 13,908 | 2.0% | $36.38万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,949.23万 | 3.49% | 250,190 | -779 | -0.3% | -$6.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,276.98万 | 4.08% | 587,003 | 5,734 | 1.0% | $22.24万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,306.05万 | 4.13% | 573,500 | 11,087 | 2.0% | $44.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,463.71万 | 4.41% | 155,902 | 705 | 0.5% | $11.14万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,625.24万 | 4.70% | 205,402 | 1,071 | 0.5% | $13.69万 | 加仓 |
| IVV | ISHARES TR | $2,753.14万 | 4.93% | 36,763 | -2,046 | -5.3% | -$153.22万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,990.38万 | 5.36% | 203,926 | -508 | -0.2% | -$7.45万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,529.03万 | 6.32% | 331,956 | -1,826 | -0.5% | -$19.41万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $5,135.98万 | 9.20% | 882,471 | 40,173 | 4.8% | $233.81万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $6,037.39万 | 10.81% | 1,463,610 | 40,919 | 2.9% | $168.79万 | 加仓 |