Henrickson Nauta Wealth Advisors, Inc.
BELMONT MI · SEC CIK 0001903859
$3.56亿2026Q1 申报市值
106持仓数
76.9%前十大占比 · 第一大 25.1%
8 / 18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
PAVE 新建仓+$71.37万
DUSB 新建仓+$47.34万
VONG 新建仓+$37.00万
XAR 新建仓+$31.10万
DFCA 新建仓+$29.76万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$8,028.75万
DFIC 减仓-$4,114.62万
AVUS 减仓-$2,161.21万
DIMENSIONAL ETF 减仓-$2,111.12万
AVDE 减仓-$1,970.04万
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 |
|---|---|---|---|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -8,188 | -100.0% | -$59.12万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,443 | -100.0% | -$43.64万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -3,695 | -100.0% | -$36.89万 | 清仓 |
| REET | ISHARES TR | $0 | 0.00% | 0 | -14,462 | -100.0% | -$36.40万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,717 | -100.0% | -$31.13万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -2,086 | -100.0% | -$28.46万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -1,483 | -100.0% | -$27.84万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,792 | -100.0% | -$26.91万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,814 | -100.0% | -$25.16万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,963 | -100.0% | -$25.08万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -3,071 | -100.0% | -$23.70万 | 清仓 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,894 | -100.0% | -$23.58万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,238 | -100.0% | -$23.19万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -834 | -100.0% | -$21.31万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -1,786 | -100.0% | -$21.31万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -2,109 | -100.0% | -$21.22万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,113 | -100.0% | -$21.20万 | 清仓 |
| — | ADC THERAPEUTICS SA | $0 | 0.00% | 0 | -19,411 | -100.0% | -$6.87万 | 清仓 |
| — | OXBRIDGE RE HLDGS LTD | $8.00万 | 0.02% | 67,780 | -69,620 | -50.7% | -$8.22万 | 减仓 |
| — | GIFTIFY INC | $14.24万 | 0.04% | 142,398 | -8,390 | -5.6% | -$8,390 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $15.84万 | 0.04% | 10,005 | -6,915 | -40.9% | -$10.95万 | 减仓 |
| ABBV | ABBVIE INC | $20.16万 | 0.06% | 927 | -783 | -45.8% | -$17.02万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $20.18万 | 0.06% | 2,293 | -2,425 | -51.4% | -$21.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.69万 | 0.06% | 432 | -44 | -9.2% | -$2.11万 | 减仓 |
| PKG | PACKAGING CORP AMER | $21.43万 | 0.06% | 1,010 | -580 | -36.5% | -$12.31万 | 减仓 |
| IWP | ISHARES TR | $21.56万 | 0.06% | 1,683 | -1,683 | -50.0% | -$21.56万 | 减仓 |
| CB | CHUBB LTD SWITZ | $22.03万 | 0.06% | 674 | -326 | -32.6% | -$10.66万 | 减仓 |
| — | ISHARES INC | $23.42万 | 0.07% | 4,807 | -4,806 | -50.0% | -$23.41万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $23.90万 | 0.07% | 5,277 | -715 | -11.9% | -$3.24万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $24.14万 | 0.07% | 5,196 | -5,694 | -52.3% | -$26.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.49万 | 0.07% | 1,695 | -1,078 | -38.9% | -$15.57万 | 减仓 |
| PSX | PHILLIPS 66 | $24.94万 | 0.07% | 1,369 | -878 | -39.1% | -$16.00万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $25.33万 | 0.07% | 283 | -255 | -47.4% | -$22.82万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $25.70万 | 0.07% | 1,310 | -1,332 | -50.4% | -$26.13万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $25.77万 | 0.07% | 590 | -590 | -50.0% | -$25.77万 | 减仓 |
| CMS | CMS ENERGY CORP | $25.82万 | 0.07% | 3,328 | -1,719 | -34.1% | -$13.34万 | 减仓 |
| TXN | TEXAS INSTRS INC | $26.56万 | 0.07% | 1,368 | -418 | -23.4% | -$8.12万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $27.24万 | 0.08% | 849 | -538 | -38.8% | -$17.26万 | 减仓 |
| VO | VANGUARD INDEX FDS | $27.28万 | 0.08% | 950 | -950 | -50.0% | -$27.28万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $27.46万 | 0.08% | 1,385 | -848 | -38.0% | -$16.81万 | 减仓 |
| MUB | ISHARES TR | $27.79万 | 0.08% | 2,618 | 2,618 | — | $27.79万 | 新建仓 |
| IWY | ISHARES TR | $27.95万 | 0.08% | 1,122 | 1,122 | — | $27.95万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $28.16万 | 0.08% | 784 | 784 | — | $28.16万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $28.39万 | 0.08% | 1,149 | -1,011 | -46.8% | -$24.98万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.43万 | 0.08% | 7,513 | -7,513 | -50.0% | -$28.43万 | 减仓 |
| LLY | ELI LILLY & CO | $29.63万 | 0.08% | 322 | -140 | -30.3% | -$12.88万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $29.76万 | 0.08% | 5,970 | 5,970 | — | $29.76万 | 新建仓 |
| SUB | ISHARES TR | $29.95万 | 0.08% | 2,812 | -2,812 | -50.0% | -$29.95万 | 减仓 |
| TJX | TJX COS INC NEW | $30.27万 | 0.08% | 1,895 | -1,465 | -43.6% | -$23.40万 | 减仓 |
| TSLA | TESLA INC | $30.86万 | 0.09% | 830 | -149 | -15.2% | -$5.54万 | 减仓 |
| XAR | SPDR SERIES TRUST | $31.10万 | 0.09% | 1,224 | 1,224 | — | $31.10万 | 新建仓 |
| EWG | ISHARES INC | $31.17万 | 0.09% | 7,857 | -7,857 | -50.0% | -$31.17万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.78万 | 0.09% | 5,115 | -5,115 | -50.0% | -$32.78万 | 减仓 |
| XSD | SPDR SERIES TRUST | $33.14万 | 0.09% | 1,015 | 78 | 8.3% | $2.55万 | 加仓 |
| PEP | PEPSICO INC | $33.24万 | 0.09% | 2,140 | -1,279 | -37.4% | -$19.87万 | 减仓 |
| ORCL | ORACLE CORP | $33.36万 | 0.09% | 2,268 | -1,934 | -46.0% | -$28.45万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $34.32万 | 0.10% | 2,580 | -139 | -5.1% | -$1.85万 | 减仓 |
| MOAT | VANECK ETF TRUST | $34.36万 | 0.10% | 3,553 | -2,078 | -36.9% | -$20.09万 | 减仓 |
| WMT | WALMART INC | $34.72万 | 0.10% | 2,788 | -715 | -20.4% | -$8.90万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $35.30万 | 0.10% | 2,130 | 877 | 70.0% | $14.53万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $37.00万 | 0.10% | 3,373 | 3,373 | — | $37.00万 | 新建仓 |
| OKE | ONEOK INC NEW | $38.17万 | 0.11% | 4,223 | -3,950 | -48.3% | -$35.71万 | 减仓 |
| AVGO | BROADCOM INC | $39.25万 | 0.11% | 1,268 | -191 | -13.1% | -$5.91万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $39.91万 | 0.11% | 1,374 | -1,385 | -50.2% | -$40.23万 | 减仓 |
| — | EXXON MOBIL CORP | $40.35万 | 0.11% | 2,378 | -1,568 | -39.7% | -$26.60万 | 减仓 |
| DVY | ISHARES TR | $41.08万 | 0.12% | 2,713 | -2,713 | -50.0% | -$41.08万 | 减仓 |
| EWL | ISHARES INC | $42.21万 | 0.12% | 7,178 | -7,178 | -50.0% | -$42.21万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $43.72万 | 0.12% | 1,499 | -773 | -34.0% | -$22.55万 | 减仓 |
| AMZN | AMAZON COM INC | $43.93万 | 0.12% | 2,109 | -788 | -27.2% | -$16.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $44.24万 | 0.12% | 1,810 | -1,458 | -44.6% | -$35.64万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $45.03万 | 0.13% | 6,091 | -6,091 | -50.0% | -$45.03万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $47.34万 | 0.13% | 9,335 | 9,335 | — | $47.34万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $48.46万 | 0.14% | 694 | 98 | 16.4% | $6.84万 | 加仓 |
| SYK | STRYKER CORPORATION | $50.73万 | 0.14% | 1,544 | -1,094 | -41.5% | -$35.94万 | 减仓 |
| STIP | ISHARES TR | $51.01万 | 0.14% | 4,932 | -4,932 | -50.0% | -$51.01万 | 减仓 |
| IEFA | ISHARES TR | $51.84万 | 0.15% | 5,726 | -5,726 | -50.0% | -$51.84万 | 减仓 |
| ACWI | ISHARES TR | $51.86万 | 0.15% | 3,748 | -3,748 | -50.0% | -$51.86万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $54.53万 | 0.15% | 12,387 | -12,387 | -50.0% | -$54.53万 | 减仓 |
| URA | GLOBAL X FDS | $62.29万 | 0.17% | 12,862 | -12,862 | -50.0% | -$62.29万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $65.28万 | 0.18% | 5,814 | 364 | 6.7% | $4.09万 | 加仓 |
| GOOG | ALPHABET INC | $66.64万 | 0.19% | 2,323 | -1,519 | -39.5% | -$43.57万 | 减仓 |
| SHY | ISHARES TR | $69.07万 | 0.19% | 8,365 | -8,383 | -50.1% | -$69.22万 | 减仓 |
| GLD | SPDR GOLD TR | $70.10万 | 0.20% | 1,629 | -1,197 | -42.4% | -$51.51万 | 减仓 |
| PAVE | GLOBAL X FDS | $71.37万 | 0.20% | 14,042 | 14,042 | — | $71.37万 | 新建仓 |
| IVE | ISHARES TR | $79.14万 | 0.22% | 3,748 | -3,810 | -50.4% | -$80.45万 | 减仓 |
| IWF | ISHARES TR | $82.51万 | 0.23% | 1,935 | -1,935 | -50.0% | -$82.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $82.92万 | 0.23% | 1,435 | 109 | 8.2% | $6.30万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $85.92万 | 0.24% | 20,278 | -17,828 | -46.8% | -$75.54万 | 减仓 |
| META | META PLATFORMS INC | $86.96万 | 0.24% | 1,520 | -1,020 | -40.2% | -$58.36万 | 减仓 |
| KLAC | KLA CORP | $89.88万 | 0.25% | 610 | -407 | -40.0% | -$59.97万 | 减仓 |
| IJR | ISHARES TR | $90.31万 | 0.25% | 7,265 | -7,265 | -50.0% | -$90.31万 | 减仓 |
| EWU | ISHARES TR | $92.24万 | 0.26% | 20,246 | -20,246 | -50.0% | -$92.24万 | 减仓 |
| EWC | ISHARES INC | $94.32万 | 0.26% | 17,215 | -17,214 | -50.0% | -$94.31万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $99.12万 | 0.28% | 7,112 | -7,013 | -49.6% | -$97.74万 | 减仓 |
| IWB | ISHARES TR | $102.19万 | 0.29% | 2,866 | -2,866 | -50.0% | -$102.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $103.03万 | 0.29% | 3,502 | -2,200 | -38.6% | -$64.72万 | 减仓 |