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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $5,542.80万 | 10.90% | 1,422,691 | 51,838 | 3.8% | $201.96万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $4,930.81万 | 9.70% | 842,298 | 36,279 | 4.5% | $212.38万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,128.87万 | 6.16% | 333,782 | 2,506 | 0.8% | $23.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,952.85万 | 5.81% | 204,434 | -1,013 | -0.5% | -$14.63万 | 减仓 |
| IVV | ISHARES TR | $2,535.06万 | 4.99% | 38,809 | -849 | -2.1% | -$55.46万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,298.46万 | 4.52% | 155,197 | 1,272 | 0.8% | $18.84万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,241.31万 | 4.41% | 204,331 | 4,373 | 2.2% | $47.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,036.77万 | 4.01% | 581,269 | 25,776 | 4.6% | $90.32万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,967.85万 | 3.87% | 250,969 | 4,116 | 1.7% | $32.27万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,904.33万 | 3.75% | 562,413 | 27,257 | 5.1% | $92.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,664.81万 | 3.28% | 703,935 | 55,113 | 8.5% | $130.34万 | 加仓 |
| AAPL | APPLE INC | $1,605.31万 | 3.16% | 63,253 | 705 | 1.1% | $17.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,180.14万 | 2.32% | 18,147 | -1 | -0.0% | -$650 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $956.71万 | 1.88% | 226,602 | 16,173 | 7.7% | $68.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $869.88万 | 1.71% | 49,878 | 4,850 | 10.8% | $84.58万 | 加仓 |
| IEFA | ISHARES TR | $718.87万 | 1.41% | 79,407 | -4,250 | -5.1% | -$38.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $637.12万 | 1.25% | 17,212 | 260 | 1.5% | $9.62万 | 加仓 |
| IOT | SAMSARA INC | $504.71万 | 0.99% | 159,266 | 2,059 | 1.3% | $6.52万 | 加仓 |
| IWF | ISHARES TR | $337.74万 | 0.66% | 7,921 | 2 | 0.0% | $853 | 加仓 |
| LLY | ELI LILLY & CO | $330.75万 | 0.65% | 3,596 | -109 | -2.9% | -$10.03万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $305.33万 | 0.60% | 30,481 | -1,429 | -4.5% | -$14.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $303.88万 | 0.60% | 12,432 | -401 | -3.1% | -$9.80万 | 减仓 |
| IEMG | ISHARES INC | $290.97万 | 0.57% | 41,716 | -1,961 | -4.5% | -$13.68万 | 减仓 |
| GOOG | ALPHABET INC | $287.90万 | 0.57% | 10,036 | -193 | -1.9% | -$5.54万 | 减仓 |
| — | EXXON MOBIL CORP | $273.89万 | 0.54% | 16,143 | -1,095 | -6.4% | -$18.58万 | 减仓 |
| AMZN | AMAZON COM INC | $270.48万 | 0.53% | 12,987 | 150 | 1.2% | $3.12万 | 加仓 |
| ISTB | ISHARES TR | $248.16万 | 0.49% | 51,209 | 779 | 1.5% | $3.78万 | 加仓 |
| CTAS | CINTAS CORP | $247.15万 | 0.49% | 14,612 | 1,697 | 13.1% | $28.70万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $235.56万 | 0.46% | 14,087 | -730 | -4.9% | -$12.21万 | 减仓 |
| VO | VANGUARD INDEX FDS | $233.07万 | 0.46% | 8,116 | 154 | 1.9% | $4.42万 | 加仓 |
| IVE | ISHARES TR | $231.52万 | 0.46% | 10,965 | -383 | -3.4% | -$8.09万 | 减仓 |
| GE | GE AEROSPACE | $231.31万 | 0.46% | 8,151 | -421 | -4.9% | -$11.95万 | 减仓 |
| IWD | ISHARES TR | $230.17万 | 0.45% | 10,772 | -111 | -1.0% | -$2.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $223.94万 | 0.44% | 7,613 | 129 | 1.7% | $3.79万 | 加仓 |
| AVGO | BROADCOM INC | $201.24万 | 0.40% | 6,502 | 197 | 3.1% | $6.10万 | 加仓 |
| MRK | MERCK & CO INC | $188.91万 | 0.37% | 15,704 | -815 | -4.9% | -$9.80万 | 减仓 |
| AGG | ISHARES TR | $185.27万 | 0.36% | 18,663 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $177.46万 | 0.35% | 9,360 | -515 | -5.2% | -$9.76万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $175.02万 | 0.34% | 37,671 | -4,025 | -9.7% | -$18.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $173.00万 | 0.34% | 2,895 | 9 | 0.3% | $5,378 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $167.53万 | 0.33% | 12,795 | -941 | -6.9% | -$12.32万 | 减仓 |
| GOOGL | ALPHABET INC | $159.23万 | 0.31% | 5,537 | 215 | 4.0% | $6.18万 | 加仓 |
| GEV | GE VERNOVA INC | $156.97万 | 0.31% | 1,798 | -97 | -5.1% | -$8.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $156.75万 | 0.31% | 4,886 | 115 | 2.4% | $3.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $145.55万 | 0.29% | 7,035 | -70 | -1.0% | -$1.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $130.47万 | 0.26% | 2,261 | 16 | 0.7% | $9,233 | 加仓 |
| MCD | MCDONALDS CORP | $124.66万 | 0.25% | 4,011 | 36 | 0.9% | $1.12万 | 加仓 |
| META | META PLATFORMS INC | $124.45万 | 0.24% | 2,175 | 11 | 0.5% | $6,294 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $124.08万 | 0.24% | 21,891 | -1,307 | -5.6% | -$7.41万 | 减仓 |
| IJR | ISHARES TR | $123.71万 | 0.24% | 9,952 | -160 | -1.6% | -$1.99万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $123.33万 | 0.24% | 7,838 | 0 | 0.0% | — | 不变 |
| SMIG | ETF SER SOLUTIONS | $122.61万 | 0.24% | 41,775 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $120.12万 | 0.24% | 3,231 | -284 | -8.1% | -$10.56万 | 减仓 |
| WMT | WALMART INC | $119.16万 | 0.23% | 9,588 | 320 | 3.5% | $3.98万 | 加仓 |
| AMGN | AMGEN INC | $112.82万 | 0.22% | 3,206 | -37 | -1.1% | -$1.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $112.31万 | 0.22% | 5,222 | -22 | -0.4% | -$4,731 | 减仓 |
| ABBV | ABBVIE INC | $111.38万 | 0.22% | 5,121 | -106 | -2.0% | -$2.31万 | 减仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $108.09万 | 0.21% | 15,321 | 2,215 | 16.9% | $15.63万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $107.68万 | 0.21% | 12,139 | -99 | -0.8% | -$8,782 | 减仓 |
| ORCL | ORACLE CORP | $102.30万 | 0.20% | 6,954 | -109 | -1.5% | -$1.60万 | 减仓 |
| HD | HOME DEPOT INC | $100.11万 | 0.20% | 3,044 | 41 | 1.4% | $1.35万 | 加仓 |
| CSCO | CISCO SYS INC | $96.80万 | 0.19% | 12,476 | 299 | 2.5% | $2.32万 | 加仓 |
| QUAL | ISHARES TR | $96.71万 | 0.19% | 5,042 | -477 | -8.6% | -$9.15万 | 减仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $96.69万 | 0.19% | 407,965 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $96.18万 | 0.19% | 2,202 | -55 | -2.4% | -$2.40万 | 减仓 |
| DVY | ISHARES TR | $94.19万 | 0.19% | 6,221 | -111 | -1.8% | -$1.68万 | 减仓 |
| IJH | ISHARES TR | $93.11万 | 0.18% | 13,788 | 107 | 0.8% | $7,226 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.78万 | 0.18% | 3,828 | -59 | -1.5% | -$1.43万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $85.02万 | 0.17% | 2,516 | 11 | 0.4% | $3,717 | 加仓 |
| IWM | ISHARES TR | $84.45万 | 0.17% | 3,405 | -271 | -7.4% | -$6.72万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $80.66万 | 0.16% | 12,588 | 131 | 1.1% | $8,395 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.53万 | 0.15% | 1,618 | 22 | 1.4% | $1.05万 | 加仓 |
| CAT | CATERPILLAR INC | $75.87万 | 0.15% | 1,071 | -10 | -0.9% | -$7,084 | 减仓 |
| MA | MASTERCARD INCORPORATED | $74.79万 | 0.15% | 1,497 | 14 | 0.9% | $6,995 | 加仓 |
| ENB | ENBRIDGE INC | $73.82万 | 0.15% | 13,635 | -150 | -1.1% | -$8,121 | 减仓 |
| PFE | PFIZER INC | $73.65万 | 0.14% | 26,228 | -4,837 | -15.6% | -$13.58万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $72.25万 | 0.14% | 9,621 | -52 | -0.5% | -$3,905 | 减仓 |
| SO | SOUTHERN CO | $70.32万 | 0.14% | 7,286 | -663 | -8.3% | -$6.40万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $69.93万 | 0.14% | 4,230 | 167 | 4.1% | $2.76万 | 加仓 |
| VB | VANGUARD INDEX FDS | $69.58万 | 0.14% | 2,656 | 171 | 6.9% | $4.48万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $68.73万 | 0.14% | 13,692 | -1,203 | -8.1% | -$6.04万 | 减仓 |
| ACWV | ISHARES INC | $68.29万 | 0.13% | 5,714 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $67.95万 | 0.13% | 7,068 | 205 | 3.0% | $1.97万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $66.68万 | 0.13% | 3,399 | 68 | 2.0% | $1.33万 | 加仓 |
| GLD | SPDR GOLD TR | $65.70万 | 0.13% | 1,527 | 394 | 34.8% | $16.95万 | 加仓 |
| KR | KROGER CO | $65.23万 | 0.13% | 9,014 | 22 | 0.2% | $1,592 | 加仓 |
| INTC | INTEL CORP | $64.70万 | 0.13% | 14,794 | -1,096 | -6.9% | -$4.79万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $64.38万 | 0.13% | 6,832 | -415 | -5.7% | -$3.91万 | 减仓 |
| PEP | PEPSICO INC | $64.07万 | 0.13% | 4,126 | 92 | 2.3% | $1.43万 | 加仓 |
| T | AT&T INC | $62.72万 | 0.12% | 21,636 | -676 | -3.0% | -$1.96万 | 减仓 |
| BAC | BANK AMERICA CORP | $62.16万 | 0.12% | 12,750 | 369 | 3.0% | $1.80万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $61.10万 | 0.12% | 8,297 | 8,297 | — | $61.10万 | 新建仓 |
| DE | DEERE & CO | $59.17万 | 0.12% | 1,050 | 11 | 1.1% | $6,199 | 加仓 |
| LOW | LOWES COS INC | $58.64万 | 0.12% | 2,482 | 25 | 1.0% | $5,907 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.28万 | 0.11% | 3,036 | -96 | -3.1% | -$1.84万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $57.05万 | 0.11% | 9,664 | 161 | 1.7% | $9,504 | 加仓 |
| QCOM | QUALCOMM INC | $56.44万 | 0.11% | 4,383 | 51 | 1.2% | $6,568 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $56.33万 | 0.11% | 932 | -31 | -3.2% | -$1.87万 | 减仓 |
| WM | WASTE MGMT INC DEL | $53.63万 | 0.11% | 2,334 | -23 | -1.0% | -$5,285 | 减仓 |
| ABT | ABBOTT LABORATORIES | $52.97万 | 0.10% | 5,159 | 156 | 3.1% | $1.60万 | 加仓 |