Prudent Man Investment Management, Inc.
LOUISVILLE CO · SEC CIK 0002054263
$2.97亿2026Q1 申报市值
169持仓数
95.8%前十大占比 · 第一大 31.7%
0 / 0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
SCHB 加仓+$2,990
DFAI 加仓+$114
DFAE 加仓+$65
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$4.49万
DFAW 减仓-$2.35万
DFUV 减仓-$2.00万
DUSB 减仓-$9,370
DFLV 减仓-$8,484
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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $2.89万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $2.94万 | 0.01% | 893 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $3.03万 | 0.01% | 1,127 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $3.07万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $3.16万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $3.18万 | 0.01% | 838 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $3.27万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3.52万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $3.56万 | 0.01% | 1,190 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $3.88万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $4.82万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $4.84万 | 0.02% | 970 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $4.91万 | 0.02% | 215 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $5.24万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $5.29万 | 0.02% | 229 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $5.45万 | 0.02% | 248 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $5.68万 | 0.02% | 373 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $6.25万 | 0.02% | 194 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $6.37万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $6.42万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $6.60万 | 0.02% | 460 | 0 | 0.0% | — | 不变 |
| SNPE | DBX ETF TR | $6.67万 | 0.02% | 1,068 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $7.24万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $7.46万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $7.63万 | 0.03% | 71 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $7.77万 | 0.03% | 2,371 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $8.00万 | 0.03% | 138 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $8.11万 | 0.03% | 416 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.14万 | 0.03% | 162 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $8.26万 | 0.03% | 94 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $8.70万 | 0.03% | 1,178 | 0 | 0.0% | — | 不变 |
| DEXC | DIMENSIONAL ETF TRUST | $8.93万 | 0.03% | 1,475 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $9.11万 | 0.03% | 1,134 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9.15万 | 0.03% | 804 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $9.27万 | 0.03% | 1,685 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $12.18万 | 0.04% | 389 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $12.88万 | 0.04% | 189 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $13.08万 | 0.04% | 191 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $14.37万 | 0.05% | 260 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $16.53万 | 0.06% | 1,172 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $16.61万 | 0.06% | 449 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $19.47万 | 0.07% | 1,618 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $24.21万 | 0.08% | 386 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.67万 | 0.08% | 510 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $30.88万 | 0.10% | 639 | -10 | -1.5% | -$4,833 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $30.96万 | 0.10% | 4,444 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $32.69万 | 0.11% | 4,333 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.08万 | 0.11% | 2,969 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $34.00万 | 0.11% | 1,780 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $34.37万 | 0.12% | 4,729 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $36.37万 | 0.12% | 1,950 | -29 | -1.5% | -$5,409 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $38.09万 | 0.13% | 1,825 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $49.45万 | 0.17% | 1,198 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $55.38万 | 0.19% | 7,466 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $57.73万 | 0.19% | 17,551 | 0 | 0.0% | — | 不变 |
| AVXC | AMERICAN CENTY ETF TR | $64.32万 | 0.22% | 10,086 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $69.97万 | 0.24% | 2,087 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $90.08万 | 0.30% | 15,130 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $138.42万 | 0.47% | 27,772 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $139.29万 | 0.47% | 42,556 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $292.04万 | 0.98% | 39,475 | -317 | -0.8% | -$2.35万 | 减仓 |
| AAPL | APPLE INC | $388.38万 | 1.31% | 14,286 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $1,043.00万 | 3.51% | 304,881 | -248 | -0.1% | -$8,484 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,132.29万 | 3.81% | 347,647 | 2 | 0.0% | $65 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,709.95万 | 5.75% | 365,373 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $2,234.55万 | 7.52% | 479,619 | -429 | -0.1% | -$2.00万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,022.64万 | 13.53% | 1,055,534 | 3 | 0.0% | $114 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $8,089.81万 | 27.22% | 1,597,198 | -185 | -0.0% | -$9,370 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9,433.30万 | 31.74% | 2,382,749 | -1,134 | -0.0% | -$4.49万 | 减仓 |