Ruedi Wealth Management, Inc.
CHAMPAIGN IL · SEC CIK 0001940678
$4.26亿2026Q2 申报市值
62持仓数
77.5%前十大占比 · 第一大 23.9%
4 / 1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
DFGP 加仓+$328.07万
DFSD 加仓+$227.59万
DFAW 加仓+$118.66万
DFIC 加仓+$69.21万
DUSB 加仓+$66.73万
2026Q2 卖出最多 按季末市值估算
BNDX 减仓-$72.86万
DFUS 减仓-$55.88万
DFIV 减仓-$38.65万
VUSB 减仓-$27.39万
DIMENSIONAL ETF 减仓-$26.62万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,679 | -100.0% | -$20.87万 | 清仓 |
| DFSE | DIMENSIONAL ETF TRUST | $20.12万 | 0.05% | 4,117 | 4,117 | — | $20.12万 | 新建仓 |
| UNP | UNION PAC CORP | $20.65万 | 0.05% | 759 | 759 | — | $20.65万 | 新建仓 |
| INTC | INTEL CORP | $21.34万 | 0.05% | 1,528 | 1,528 | — | $21.34万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $21.41万 | 0.05% | 19,201 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $24.86万 | 0.06% | 1,243 | 138 | 12.5% | $2.76万 | 重新持有 |
| IVV | ISHARES TR | $27.56万 | 0.06% | 368 | 368 | — | $27.56万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $28.20万 | 0.07% | 7,009 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $30.97万 | 0.07% | 820 | 1 | 0.1% | $378 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $34.46万 | 0.08% | 7,640 | 172 | 2.3% | $7,757 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.24万 | 0.08% | 5,904 | 455 | 8.4% | $2.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $36.89万 | 0.09% | 501 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $38.03万 | 0.09% | 9,220 | 164 | 1.8% | $6,765 | 加仓 |
| — | EXXON MOBIL CORP | $39.29万 | 0.09% | 2,874 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $40.91万 | 0.10% | 384 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $43.06万 | 0.10% | 1,164 | -4 | -0.3% | -$1,480 | 减仓 |
| MPC | MARATHON PETE CORP | $43.81万 | 0.10% | 1,714 | -178 | -9.4% | -$4.55万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $43.85万 | 0.10% | 4,916 | -148 | -2.9% | -$1.32万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $44.67万 | 0.10% | 8,641 | -10 | -0.1% | -$517 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $45.17万 | 0.11% | 5,798 | -245 | -4.1% | -$1.91万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $48.85万 | 0.11% | 12,148 | -601 | -4.7% | -$2.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.85万 | 0.11% | 1,492 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $49.57万 | 0.12% | 8,518 | -565 | -6.2% | -$3.29万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $50.92万 | 0.12% | 6,766 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $51.09万 | 0.12% | 10,263 | -5,502 | -34.9% | -$27.39万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $57.85万 | 0.14% | 8,119 | -72 | -0.9% | -$5,130 | 减仓 |
| MSFT | MICROSOFT CORP | $70.38万 | 0.17% | 1,887 | -69 | -3.5% | -$2.57万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $71.25万 | 0.17% | 6,914 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $78.41万 | 0.18% | 16,816 | -647 | -3.7% | -$3.02万 | 减仓 |
| HD | HOME DEPOT INC | $84.70万 | 0.20% | 2,402 | 2 | 0.1% | $705 | 加仓 |
| — | ISHARES TR | $85.29万 | 0.20% | 16,954 | 402 | 2.4% | $2.02万 | 加仓 |
| GOOG | ALPHABET INC | $85.33万 | 0.20% | 2,415 | 30 | 1.3% | $1.06万 | 加仓 |
| GOOGL | ALPHABET INC | $90.14万 | 0.21% | 2,522 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $92.37万 | 0.22% | 9,579 | 35 | 0.4% | $3,375 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $102.61万 | 0.24% | 1,374 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $141.91万 | 0.33% | 19,331 | 1,746 | 9.9% | $12.82万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $145.40万 | 0.34% | 19,825 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $151.90万 | 0.36% | 15,742 | -78 | -0.5% | -$7,526 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $229.26万 | 0.54% | 27,691 | 14,332 | 107.3% | $118.66万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $235.35万 | 0.55% | 28,513 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $255.18万 | 0.60% | 72,845 | 1,394 | 2.0% | $4.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $282.14万 | 0.66% | 72,735 | 241 | 0.3% | $9,348 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $407.72万 | 0.96% | 101,599 | 701 | 0.7% | $2.81万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $418.08万 | 0.98% | 86,326 | -15,045 | -14.8% | -$72.86万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $428.82万 | 1.01% | 47,015 | -36 | -0.1% | -$3,284 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $430.23万 | 1.01% | 101,925 | 252 | 0.2% | $1.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $452.19万 | 1.06% | 172,857 | 3,760 | 2.2% | $9.84万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $453.27万 | 1.06% | 35,389 | -221 | -0.6% | -$2.83万 | 减仓 |
| AAPL | APPLE INC | $526.84万 | 1.24% | 18,207 | -123 | -0.7% | -$3.56万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $578.90万 | 1.36% | 199,828 | 8,862 | 4.6% | $25.67万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $833.61万 | 1.96% | 164,162 | 13,141 | 8.7% | $66.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $895.22万 | 2.10% | 108,722 | -704 | -0.6% | -$5.80万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,009.76万 | 2.37% | 255,378 | -4,816 | -1.9% | -$19.04万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,227.16万 | 2.88% | 301,960 | -729 | -0.2% | -$2.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,486.95万 | 3.49% | 212,725 | -3,809 | -1.8% | -$26.62万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,513.96万 | 3.55% | 280,259 | -7,155 | -2.5% | -$38.65万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,715.11万 | 4.02% | 465,556 | -5,799 | -1.2% | -$21.36万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,778.75万 | 4.17% | 477,389 | 18,576 | 4.0% | $69.21万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,791.92万 | 4.20% | 325,745 | -3,837 | -1.2% | -$21.11万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,154.03万 | 5.05% | 262,879 | -6,820 | -2.5% | -$55.88万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $5,467.21万 | 12.82% | 1,144,966 | 47,663 | 4.3% | $227.59万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $5,736.16万 | 13.46% | 1,053,280 | 60,240 | 6.1% | $328.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.02亿 | 23.87% | 2,293,774 | 3,639 | 0.2% | $16.14万 | 加仓 |