Ruedi Wealth Management, Inc.
CHAMPAIGN IL · SEC CIK 0001940678
$3.88亿2026Q1 申报市值
58持仓数
77.7%前十大占比 · 第一大 22.9%
2 / 1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
DFGP 加仓+$400.18万
DFSD 加仓+$260.74万
DFLV 加仓+$94.36万
ISHARES TR 新建仓+$81.71万
DFUS 加仓+$61.34万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$167.38万
DFIV 减仓-$87.60万
DFAX 减仓-$84.56万
DFIC 减仓-$84.13万
CVS 清仓-$44.93万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $8,899.46万 | 22.92% | 2,290,135 | -43,072 | -1.8% | -$167.38万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $5,361.42万 | 13.81% | 993,040 | 74,122 | 8.1% | $400.18万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $5,253.89万 | 13.53% | 1,097,303 | 54,458 | 5.2% | $260.74万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,912.43万 | 4.93% | 269,699 | 8,651 | 3.3% | $61.34万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,630.16万 | 4.20% | 458,813 | -23,678 | -4.9% | -$84.13万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,601.19万 | 4.12% | 471,355 | -24,892 | -5.0% | -$84.56万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,597.15万 | 4.11% | 329,582 | -3,783 | -1.1% | -$18.33万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,516.97万 | 3.91% | 287,414 | -16,597 | -5.5% | -$87.60万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,352.25万 | 3.48% | 216,534 | 7,541 | 3.6% | $47.09万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,045.79万 | 2.69% | 302,689 | -6,379 | -2.1% | -$22.04万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $929.15万 | 2.39% | 260,194 | 26,424 | 11.3% | $94.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $778.35万 | 2.00% | 109,426 | 5,982 | 5.8% | $42.55万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $765.83万 | 1.97% | 151,021 | -5,418 | -3.5% | -$27.47万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $507.59万 | 1.31% | 190,966 | 17,488 | 10.1% | $46.48万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $487.09万 | 1.25% | 101,371 | 2,850 | 2.9% | $13.69万 | 加仓 |
| AAPL | APPLE INC | $465.19万 | 1.20% | 18,330 | -61 | -0.3% | -$1.55万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $429.27万 | 1.11% | 101,673 | -4,907 | -4.6% | -$20.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $399.91万 | 1.03% | 169,097 | 3,865 | 2.3% | $9.14万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $397.94万 | 1.02% | 100,898 | -8,215 | -7.5% | -$32.40万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $395.91万 | 1.02% | 35,610 | 38 | 0.1% | $4,225 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $379.28万 | 0.98% | 47,051 | -131 | -0.3% | -$1.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $254.02万 | 0.65% | 72,494 | 79 | 0.1% | $2,768 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $240.58万 | 0.62% | 71,451 | 4,678 | 7.0% | $15.75万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $223.63万 | 0.58% | 28,513 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $129.49万 | 0.33% | 17,585 | 2,680 | 18.0% | $19.74万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $127.48万 | 0.33% | 15,820 | -553 | -3.4% | -$4.46万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $123.51万 | 0.32% | 19,825 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $98.56万 | 0.25% | 13,359 | 644 | 5.1% | $4.75万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $89.36万 | 0.23% | 1,374 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $84.66万 | 0.22% | 9,544 | -231 | -2.4% | -$2.05万 | 减仓 |
| — | ISHARES TR | $81.71万 | 0.21% | 16,552 | 16,552 | — | $81.71万 | 新建仓 |
| HD | HOME DEPOT INC | $78.94万 | 0.20% | 2,400 | 1 | 0.0% | $329 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $78.48万 | 0.20% | 15,765 | 89 | 0.6% | $4,431 | 加仓 |
| GOOGL | ALPHABET INC | $72.53万 | 0.19% | 2,522 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $72.39万 | 0.19% | 1,956 | 1 | 0.1% | $370 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $71.76万 | 0.18% | 17,463 | 1,635 | 10.3% | $6.72万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $69.04万 | 0.18% | 6,914 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $68.42万 | 0.18% | 2,385 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $53.17万 | 0.14% | 9,083 | -2,413 | -21.0% | -$14.13万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $52.49万 | 0.14% | 8,191 | -948 | -10.4% | -$6.07万 | 减仓 |
| — | EXXON MOBIL CORP | $48.75万 | 0.13% | 2,874 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $48.61万 | 0.13% | 6,766 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $47.38万 | 0.12% | 6,043 | -86 | -1.4% | -$6,743 | 减仓 |
| MPC | MARATHON PETE CORP | $46.21万 | 0.12% | 1,892 | 8 | 0.4% | $1,954 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $43.89万 | 0.11% | 1,492 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $43.17万 | 0.11% | 12,749 | -1,692 | -11.7% | -$5.73万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $42.96万 | 0.11% | 5,064 | -1 | -0.0% | -$85 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $39.04万 | 0.10% | 8,651 | 1 | 0.0% | $45 | 加仓 |
| VTI | VANGUARD INDEX FDS | $37.47万 | 0.10% | 1,168 | 48 | 4.3% | $1.54万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $35.28万 | 0.09% | 9,056 | -532 | -5.5% | -$2.07万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $33.45万 | 0.09% | 7,009 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $31.67万 | 0.08% | 7,468 | -123 | -1.6% | -$5,215 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.45万 | 0.08% | 5,449 | -417 | -7.1% | -$2.25万 | 减仓 |
| QQQ | INVESCO QQQ TR | $28.91万 | 0.07% | 501 | -47 | -8.6% | -$2.71万 | 减仓 |
| CAT | CATERPILLAR INC | $27.22万 | 0.07% | 384 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $25.36万 | 0.07% | 819 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $21.64万 | 0.06% | 19,201 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $20.87万 | 0.05% | 1,679 | 1,679 | — | $20.87万 | 新建仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -5,661 | -100.0% | -$44.93万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |