DiNuzzo Private Wealth, Inc.
BEAVER PA · SEC CIK 0001994563
$9.28亿2026Q1 申报市值
1,345持仓数
67.9%前十大占比 · 第一大 11.5%
19 / 41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
DFCF 加仓+$330.28万
DFGP 加仓+$128.52万
DFGR 加仓+$62.70万
DIMENSIONAL ETF 加仓+$36.40万
DFNM 加仓+$28.88万
2026Q1 卖出最多 按季末市值估算
DISV 减仓-$53.29万
DFUV 减仓-$47.92万
DFLV 减仓-$39.23万
DFAE 减仓-$31.29万
RKT 减仓-$23.91万
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $10.63万 | 0.01% | 514 | -10 | -1.9% | -$2,069 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $10.47万 | 0.01% | 428 | -200 | -31.8% | -$4.89万 | 减仓 |
| BAC | BANK AMERICA CORP | $10.14万 | 0.01% | 2,080 | -103 | -4.7% | -$5,022 | 减仓 |
| V | VISA INC | $10.03万 | 0.01% | 332 | -1 | -0.3% | -$302 | 减仓 |
| IJR | ISHARES TR | $9.70万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $9.38万 | 0.01% | 715 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $8.77万 | 0.01% | 878 | 50 | 6.0% | $4,996 | 加仓 |
| INTC | INTEL CORP | $8.73万 | 0.01% | 1,978 | 3 | 0.2% | $132 | 加仓 |
| VGT | VANGUARD WORLD FD | $8.72万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $8.35万 | 0.01% | 411 | -10 | -2.4% | -$2,032 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8.29万 | 0.01% | 1,293 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $8.27万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $8.05万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $7.85万 | 0.01% | 2,735 | 97 | 3.7% | $2,785 | 加仓 |
| VOE | VANGUARD INDEX FDS | $7.83万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $7.75万 | 0.01% | 780 | 2 | 0.3% | $199 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $7.57万 | 0.01% | 364 | -99 | -21.4% | -$2.06万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $7.57万 | 0.01% | 2,135 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $7.33万 | 0.01% | 760 | 1 | 0.1% | $96 | 加仓 |
| CMI | CUMMINS INC | $7.05万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $6.91万 | 0.01% | 420 | -16 | -3.7% | -$2,633 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $6.91万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $6.41万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $5.88万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5.83万 | 0.01% | 271 | 171 | 171.0% | $3.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5.61万 | 0.01% | 1,927 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4.99万 | 0.01% | 1,817 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $4.91万 | 0.01% | 720 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $4.86万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $4.69万 | 0.01% | 604 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $4.58万 | 0.00% | 347 | -76 | -18.0% | -$1.00万 | 减仓 |
| GE | GE AEROSPACE | $4.51万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $4.48万 | 0.00% | 131 | 4 | 3.1% | $1,367 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4.47万 | 0.00% | 162 | 1 | 0.6% | $276 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $4.43万 | 0.00% | 447 | -1 | -0.2% | -$99 | 减仓 |
| PPG | PPG INDS INC | $4.35万 | 0.00% | 407 | 1 | 0.2% | $107 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4.33万 | 0.00% | 148 | -3 | -2.0% | -$878 | 减仓 |
| KO | COCA COLA CO | $4.32万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4.12万 | 0.00% | 541 | 1 | 0.2% | $76 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $3.96万 | 0.00% | 217 | -2 | -0.9% | -$365 | 减仓 |
| GEV | GE VERNOVA INC | $3.93万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.87万 | 0.00% | 909 | 909 | — | $3.87万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $3.82万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.80万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3.78万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $3.77万 | 0.00% | 733 | 9 | 1.2% | $463 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.75万 | 0.00% | 1,123 | 1,123 | — | $3.75万 | 新建仓 |
| TJX | TJX COS INC NEW | $3.72万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $3.68万 | 0.00% | 234 | 1 | 0.4% | $157 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.63万 | 0.00% | 944 | 752 | 391.7% | $2.89万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $3.51万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3.50万 | 0.00% | 239 | -1 | -0.4% | -$146 | 减仓 |
| IVES | WEDBUSH SER TR | $3.48万 | 0.00% | 1,225 | 1,225 | — | $3.48万 | 新建仓 |
| YUM | YUM BRANDS INC | $3.45万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $3.45万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $3.36万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $3.35万 | 0.00% | 242 | -83 | -25.5% | -$1.15万 | 减仓 |
| DE | DEERE & CO | $3.32万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $3.29万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $3.18万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $3.14万 | 0.00% | 1,118 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $3.09万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3.06万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $3.05万 | 0.00% | 77 | 2 | 2.7% | $793 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2.99万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $2.91万 | 0.00% | 86 | 2 | 2.4% | $676 | 加仓 |
| CAT | CATERPILLAR INC | $2.90万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $2.84万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $2.80万 | 0.00% | 1,093 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $2.67万 | 0.00% | 135 | -2 | -1.5% | -$396 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $2.67万 | 0.00% | 876 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $2.67万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $2.63万 | 0.00% | 457 | 8 | 1.8% | $461 | 加仓 |
| BLK | BLACKROCK INC | $2.60万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $2.58万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $2.53万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $2.53万 | 0.00% | 273 | -2 | -0.7% | -$185 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2.52万 | 0.00% | 118 | 2 | 1.7% | $427 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.52万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $2.49万 | 0.00% | 84 | 1 | 1.2% | $296 | 加仓 |
| NFLX | NETFLIX INC. | $2.48万 | 0.00% | 258 | -8 | -3.0% | -$769 | 减仓 |
| NOBL | PROSHARES TR | $2.42万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $2.42万 | 0.00% | 1,237 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $2.41万 | 0.00% | 428 | -1 | -0.2% | -$56 | 减仓 |
| BA | BOEING CO | $2.33万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $2.32万 | 0.00% | 107 | -1 | -0.9% | -$217 | 减仓 |
| AR | ANTERO RESOURCES CORP | $2.27万 | 0.00% | 534 | -3 | -0.6% | -$127 | 减仓 |
| SNA | SNAP ON INC | $2.25万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $2.22万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $2.21万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $2.20万 | 0.00% | 114 | -2 | -1.7% | -$386 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.12万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $2.11万 | 0.00% | 5 | 1 | 25.0% | $4,210 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2.07万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.00万 | 0.00% | 208 | -4 | -1.9% | -$386 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $2.00万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.99万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.98万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| BFS | SAUL CTRS INC | $1.95万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $1.93万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |