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 |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORP | $108.38万 | 0.30% | 4,438 | -3,881 | -46.7% | -$94.77万 | 减仓 |
| GOOGL | ALPHABET INC | $112.22万 | 0.31% | 3,902 | -1,820 | -31.8% | -$52.34万 | 减仓 |
| IVW | ISHARES TR | $118.75万 | 0.33% | 10,499 | -10,659 | -50.4% | -$120.56万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $123.11万 | 0.35% | 29,961 | -23,905 | -44.4% | -$98.23万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $125.27万 | 0.35% | 17,010 | -17,010 | -50.0% | -$125.27万 | 减仓 |
| AAPL | APPLE INC | $136.08万 | 0.38% | 5,362 | -2,443 | -31.3% | -$62.00万 | 减仓 |
| EFA | ISHARES TR | $142.12万 | 0.40% | 14,632 | -14,632 | -50.0% | -$142.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $144.26万 | 0.40% | 3,897 | -2,159 | -35.7% | -$79.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $153.02万 | 0.43% | 8,774 | -3,033 | -25.7% | -$52.90万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $197.88万 | 0.56% | 46,669 | -45,075 | -49.1% | -$191.12万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $216.65万 | 0.61% | 23,518 | -27,863 | -54.2% | -$256.67万 | 减仓 |
| IVV | ISHARES TR | $264.88万 | 0.74% | 4,055 | -386 | -8.7% | -$25.21万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $298.26万 | 0.84% | 62,294 | -63,244 | -50.4% | -$302.81万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $382.64万 | 1.07% | 5,883 | -5,461 | -48.1% | -$355.20万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $459.89万 | 1.29% | 110,231 | -73,618 | -40.0% | -$307.14万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $472.08万 | 1.32% | 18,025 | -17,955 | -49.9% | -$470.25万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $568.82万 | 1.60% | 214,005 | -129,755 | -37.7% | -$344.89万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $789.08万 | 2.21% | 232,288 | -236,320 | -50.4% | -$802.78万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,065.51万 | 2.99% | 132,225 | -125,332 | -48.7% | -$1,009.96万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,141.90万 | 3.20% | 103,367 | -105,182 | -50.4% | -$1,161.95万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,484.67万 | 4.17% | 148,675 | -146,112 | -49.6% | -$1,459.08万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,713.18万 | 4.81% | 495,857 | -415,799 | -45.6% | -$1,436.58万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,788.38万 | 5.02% | 453,448 | -413,718 | -47.7% | -$1,631.69万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,990.61万 | 5.59% | 234,645 | -232,221 | -49.7% | -$1,970.04万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,175.08万 | 6.10% | 195,625 | -194,377 | -49.8% | -$2,161.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,335.36万 | 6.55% | 373,958 | -338,051 | -47.5% | -$2,111.12万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,764.75万 | 13.37% | 1,341,057 | -1,158,077 | -46.3% | -$4,114.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8,934.33万 | 25.07% | 2,299,117 | -2,066,078 | -47.3% | -$8,028.75万 | 减仓 |