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 |
|---|---|---|---|---|---|---|---|---|
| PKG | PACKAGING CORP AMER | $24.21万 | 0.06% | 1,016 | 6 | 0.6% | $1,430 | 加仓 |
| — | ISHARES INC | $24.02万 | 0.06% | 4,807 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $23.83万 | 0.06% | 550 | 550 | — | $23.83万 | 新建仓 |
| CVS | CVS HEALTH CORP | $23.26万 | 0.06% | 2,248 | -1,860 | -45.3% | -$19.24万 | 重新持有 |
| PSX | PHILLIPS 66 | $23.24万 | 0.06% | 1,375 | 6 | 0.4% | $1,014 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $22.92万 | 0.06% | 4,741 | 4,741 | — | $22.92万 | 新建仓 |
| CAT | CATERPILLAR INC | $22.73万 | 0.06% | 213 | 213 | — | $22.73万 | 新建仓 |
| SUB | ISHARES TR | $22.47万 | 0.05% | 2,110 | -702 | -25.0% | -$7.47万 | 减仓 |
| CB | CHUBB LIMITED | $22.18万 | 0.05% | 649 | -25 | -3.7% | -$8,545 | 减仓 |
| CSCO | CISCO SYS INC | $21.86万 | 0.05% | 1,861 | 1,861 | — | $21.86万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.59万 | 0.05% | 1,302 | -66 | -4.8% | -$1.09万 | 重新持有 |
| IDEV | ISHARES TR | $21.01万 | 0.05% | 2,360 | 2,360 | — | $21.01万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.96万 | 0.05% | 419 | -13 | -3.0% | -$6,502 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $20.85万 | 0.05% | 2,104 | -189 | -8.2% | -$1.87万 | 减仓 |
| IOO | ISHARES TR | $20.32万 | 0.05% | 1,488 | 1,488 | — | $20.32万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $19.00万 | 0.05% | 10,613 | 608 | 6.1% | $1.09万 | 加仓 |
| — | GIFTIFY INC | $13.50万 | 0.03% | 142,398 | 0 | 0.0% | — | 不变 |
| — | OXBRIDGE RE HLDGS LTD | $6.98万 | 0.02% | 67,780 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,385 | -100.0% | -$27.46万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -849 | -100.0% | -$27.24万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,277 | -100.0% | -$23.90万 | 清仓 |