Henrickson Nauta Wealth Advisors, Inc.
BELMONT MI · SEC CIK 0001903859
$4.10亿2026Q2 申报市值
118持仓数
75.6%前十大占比 · 第一大 25.6%
11 / 3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
DIMENSIONAL ETF 加仓+$304.44万
DFIC 加仓+$286.34万
IVV 加仓+$117.12万
DFEM 加仓+$77.89万
DIMENSIONAL ETF 加仓+$74.92万
2026Q2 卖出最多 按季末市值估算
AVUS 减仓-$39.59万
AVDE 减仓-$29.87万
AVDV 减仓-$27.79万
ACN 清仓-$27.46万
VTI 清仓-$27.24万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $210.28万 | 0.51% | 7,267 | 1,905 | 35.5% | $55.12万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $220.06万 | 0.54% | 48,794 | 2,125 | 4.6% | $9.58万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $235.93万 | 0.57% | 26,001 | 2,483 | 10.6% | $22.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $247.24万 | 0.60% | 12,357 | 3,583 | 40.8% | $71.69万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $283.55万 | 0.69% | 59,382 | -2,912 | -4.7% | -$13.90万 | 减仓 |
| IVV | ISHARES TR | $420.78万 | 1.03% | 5,619 | 1,564 | 38.6% | $117.12万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $487.87万 | 1.19% | 18,038 | 13 | 0.1% | $3,516 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $494.88万 | 1.21% | 6,627 | 744 | 12.6% | $55.56万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $516.68万 | 1.26% | 125,241 | 15,010 | 13.6% | $61.92万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $604.98万 | 1.47% | 208,828 | -5,177 | -2.4% | -$15.00万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $854.28万 | 2.08% | 231,888 | -400 | -0.2% | -$1.47万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,252.28万 | 3.05% | 129,783 | -2,442 | -1.8% | -$23.56万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,289.65万 | 3.14% | 103,370 | 3 | 0.0% | $374 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,504.39万 | 3.67% | 145,978 | -2,697 | -1.8% | -$27.79万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,881.52万 | 4.58% | 468,855 | 15,407 | 3.4% | $61.83万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,063.16万 | 5.03% | 231,296 | -3,349 | -1.4% | -$29.87万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,093.04万 | 5.10% | 515,022 | 19,165 | 3.9% | $77.89万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,466.01万 | 6.01% | 192,534 | -3,091 | -1.6% | -$39.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,688.88万 | 6.55% | 384,676 | 10,718 | 2.9% | $74.92万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $5,283.11万 | 12.87% | 1,417,906 | 76,849 | 5.7% | $286.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.05亿 | 25.59% | 2,367,747 | 68,630 | 3.0% | $304.44万 | 加仓 |