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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.69万 | 0.06% | 432 | -44 | -9.2% | -$2.11万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $20.18万 | 0.06% | 2,293 | -2,425 | -51.4% | -$21.34万 | 减仓 |
| ABBV | ABBVIE INC | $20.16万 | 0.06% | 927 | -783 | -45.8% | -$17.02万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $15.84万 | 0.04% | 10,005 | -6,915 | -40.9% | -$10.95万 | 减仓 |
| — | GIFTIFY INC | $14.24万 | 0.04% | 142,398 | -8,390 | -5.6% | -$8,390 | 重新持有 |
| — | OXBRIDGE RE HLDGS LTD | $8.00万 | 0.02% | 67,780 | -69,620 | -50.7% | -$8.22万 | 减仓 |
| 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 |