13F 机构持仓

Prudent Man Investment Management, Inc.

LOUISVILLE CO · SEC CIK 0002054263

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 31.7%
DUSB 27.2%
DFAI 13.5%
DFUV 7.5%
DFAU 5.8%
DFAE 3.8%
DFLV 3.5%
AAPL 1.3%
DFAW 1.0%
DFAX 0.5%

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 00.0% — 不变
DFIS DIMENSIONAL ETF TRUST $2.94万0.01%893 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $3.03万0.01%1,127 00.0% — 不变
PPG PPG INDS INC $3.07万0.01%300 00.0% — 不变
WEC WEC ENERGY GROUP INC $3.16万0.01%300 00.0% — 不变
DISV DIMENSIONAL ETF TRUST $3.18万0.01%838 00.0% — 不变
ABT ABBOTT LABS $3.27万0.01%261 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $3.52万0.01%198 00.0% — 不变
CMCSA COMCAST CORP NEW $3.56万0.01%1,190 00.0% — 不变
MCD MCDONALDS CORP $3.88万0.01%127 00.0% — 不变
LOW LOWES COS INC $4.82万0.02%200 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $4.84万0.02%970 00.0% — 不变
ABBV ABBVIE INC $4.91万0.02%215 00.0% — 不变
EXPE EXPEDIA GROUP INC $5.24万0.02%185 00.0% — 不变
AMZN AMAZON COM INC $5.29万0.02%229 00.0% — 不变
WM WASTE MGMT INC DEL $5.45万0.02%248 00.0% — 不变
CVX CHEVRON CORP NEW $5.68万0.02%373 00.0% — 不变
JPM JPMORGAN CHASE & CO. $6.25万0.02%194 00.0% — 不变
IDCC INTERDIGITAL INC $6.37万0.02%200 00.0% — 不变
ASML ASML HOLDING N V $6.42万0.02%60 00.0% — 不变
PEP PEPSICO INC $6.60万0.02%460 00.0% — 不变
SNPE DBX ETF TR $6.67万0.02%1,068 00.0% — 不变
JNJ JOHNSON & JOHNSON $7.24万0.02%350 00.0% — 不变
WFC WELLS FARGO CO NEW $7.46万0.03%800 00.0% — 不变
LLY ELI LILLY & CO $7.63万0.03%71 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $7.77万0.03%2,371 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $8.00万0.03%138 00.0% — 不变
ORCL ORACLE CORP $8.11万0.03%416 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $8.14万0.03%162 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $8.26万0.03%94 00.0% — 不变
XEL XCEL ENERGY INC $8.70万0.03%1,178 00.0% — 不变
DEXC DIMENSIONAL ETF TRUST $8.93万0.03%1,475 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GRP IN $9.11万0.03%1,134 00.0% — 不变
DIS DISNEY WALT CO $9.15万0.03%804 00.0% — 不变
BAC BANK AMERICA CORP $9.27万0.03%1,685 00.0% — 不变
GOOGL ALPHABET INC $12.18万0.04%389 00.0% — 不变
SPY SPDR S&P 500 ETF TR $12.88万0.04%189 00.0% — 不变
IVV ISHARES TR $13.08万0.04%191 00.0% — 不变
CASY CASEYS GEN STORES INC $14.37万0.05%260 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $16.53万0.06%1,172 00.0% — 不变
AXP AMERICAN EXPRESS CO $16.61万0.06%449 00.0% — 不变
— EXXON MOBIL CORP $19.47万0.07%1,618 00.0% — 不变
VOO VANGUARD INDEX FDS $24.21万0.08%386 00.0% — 不变
LMT LOCKHEED MARTIN CORP $24.67万0.08%510 00.0% — 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 00.0% — 不变
VXUS VANGUARD STAR FDS $32.69万0.11%4,333 00.0% — 不变
WMT WALMART INC $33.08万0.11%2,969 00.0% — 不变
VTV VANGUARD INDEX FDS $34.00万0.11%1,780 00.0% — 不变
EMXC ISHARES INC $34.37万0.12%4,729 00.0% — 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 00.0% — 不变
MGK VANGUARD WORLD FD $49.45万0.17%1,198 00.0% — 不变
DFUS DIMENSIONAL ETF TRUST $55.38万0.19%7,466 00.0% — 不变
— DIMENSIONAL ETF TRUST $57.73万0.19%17,551 00.0% — 不变
AVXC AMERICAN CENTY ETF TR $64.32万0.22%10,086 00.0% — 不变
VTI VANGUARD INDEX FDS $69.97万0.24%2,087 00.0% — 不变
— DIMENSIONAL ETF TRUST $90.08万0.30%15,130 00.0% — 不变
VUSB VANGUARD BD INDEX FDS $138.42万0.47%27,772 00.0% — 不变
DFAX DIMENSIONAL ETF TRUST $139.29万0.47%42,556 00.0% — 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 00.0% — 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 20.0% $65 加仓
DFAU DIMENSIONAL ETF TRUST $1,709.95万5.75%365,373 00.0% — 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 30.0% $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