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
— DIMENSIONAL ETF TRUST $9,433.30万31.74%2,382,749 -1,134-0.0% -$4.49万 减仓
DUSB DIMENSIONAL ETF TRUST $8,089.81万27.22%1,597,198 -185-0.0% -$9,370 减仓
DFAI DIMENSIONAL ETF TRUST $4,022.64万13.53%1,055,534 30.0% $114 加仓
DFUV DIMENSIONAL ETF TRUST $2,234.55万7.52%479,619 -429-0.1% -$2.00万 减仓
DFAU DIMENSIONAL ETF TRUST $1,709.95万5.75%365,373 00.0% — 不变
DFAE DIMENSIONAL ETF TRUST $1,132.29万3.81%347,647 20.0% $65 加仓
DFLV DIMENSIONAL ETF TRUST $1,043.00万3.51%304,881 -248-0.1% -$8,484 减仓
AAPL APPLE INC $388.38万1.31%14,286 00.0% — 不变
DFAW DIMENSIONAL ETF TRUST $292.04万0.98%39,475 -317-0.8% -$2.35万 减仓
DFAX DIMENSIONAL ETF TRUST $139.29万0.47%42,556 00.0% — 不变
VUSB VANGUARD BD INDEX FDS $138.42万0.47%27,772 00.0% — 不变
— DIMENSIONAL ETF TRUST $90.08万0.30%15,130 00.0% — 不变
VTI VANGUARD INDEX FDS $69.97万0.24%2,087 00.0% — 不变
AVXC AMERICAN CENTY ETF TR $64.32万0.22%10,086 00.0% — 不变
— DIMENSIONAL ETF TRUST $57.73万0.19%17,551 00.0% — 不变
DFUS DIMENSIONAL ETF TRUST $55.38万0.19%7,466 00.0% — 不变
MGK VANGUARD WORLD FD $49.45万0.17%1,198 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $38.09万0.13%1,825 00.0% — 不变
NVDA NVIDIA CORPORATION $36.37万0.12%1,950 -29-1.5% -$5,409 减仓
EMXC ISHARES INC $34.37万0.12%4,729 00.0% — 不变
VTV VANGUARD INDEX FDS $34.00万0.11%1,780 00.0% — 不变
WMT WALMART INC $33.08万0.11%2,969 00.0% — 不变
VXUS VANGUARD STAR FDS $32.69万0.11%4,333 00.0% — 不变
— DIMENSIONAL ETF TRUST $30.96万0.10%4,444 00.0% — 不变
MSFT MICROSOFT CORP $30.88万0.10%639 -10-1.5% -$4,833 减仓
LMT LOCKHEED MARTIN CORP $24.67万0.08%510 00.0% — 不变
VOO VANGUARD INDEX FDS $24.21万0.08%386 00.0% — 不变
— EXXON MOBIL CORP $19.47万0.07%1,618 00.0% — 不变
AXP AMERICAN EXPRESS CO $16.61万0.06%449 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $16.53万0.06%1,172 00.0% — 不变
CASY CASEYS GEN STORES INC $14.37万0.05%260 00.0% — 不变
IVV ISHARES TR $13.08万0.04%191 00.0% — 不变
SPY SPDR S&P 500 ETF TR $12.88万0.04%189 00.0% — 不变
GOOGL ALPHABET INC $12.18万0.04%389 00.0% — 不变
BAC BANK AMERICA CORP $9.27万0.03%1,685 00.0% — 不变
DIS DISNEY WALT CO $9.15万0.03%804 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GRP IN $9.11万0.03%1,134 00.0% — 不变
DEXC DIMENSIONAL ETF TRUST $8.93万0.03%1,475 00.0% — 不变
XEL XCEL ENERGY INC $8.70万0.03%1,178 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $8.26万0.03%94 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $8.14万0.03%162 00.0% — 不变
ORCL ORACLE CORP $8.11万0.03%416 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $8.00万0.03%138 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $7.77万0.03%2,371 00.0% — 不变
LLY ELI LILLY & CO $7.63万0.03%71 00.0% — 不变
WFC WELLS FARGO CO NEW $7.46万0.03%800 00.0% — 不变
JNJ JOHNSON & JOHNSON $7.24万0.02%350 00.0% — 不变
SNPE DBX ETF TR $6.67万0.02%1,068 00.0% — 不变
PEP PEPSICO INC $6.60万0.02%460 00.0% — 不变
ASML ASML HOLDING N V $6.42万0.02%60 00.0% — 不变
IDCC INTERDIGITAL INC $6.37万0.02%200 00.0% — 不变
JPM JPMORGAN CHASE & CO. $6.25万0.02%194 00.0% — 不变
CVX CHEVRON CORP NEW $5.68万0.02%373 00.0% — 不变
WM WASTE MGMT INC DEL $5.45万0.02%248 00.0% — 不变
AMZN AMAZON COM INC $5.29万0.02%229 00.0% — 不变
EXPE EXPEDIA GROUP INC $5.24万0.02%185 00.0% — 不变
ABBV ABBVIE INC $4.91万0.02%215 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $4.84万0.02%970 00.0% — 不变
LOW LOWES COS INC $4.82万0.02%200 00.0% — 不变
MCD MCDONALDS CORP $3.88万0.01%127 00.0% — 不变
CMCSA COMCAST CORP NEW $3.56万0.01%1,190 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $3.52万0.01%198 00.0% — 不变
ABT ABBOTT LABS $3.27万0.01%261 00.0% — 不变
DISV DIMENSIONAL ETF TRUST $3.18万0.01%838 00.0% — 不变
WEC WEC ENERGY GROUP INC $3.16万0.01%300 00.0% — 不变
PPG PPG INDS INC $3.07万0.01%300 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $3.03万0.01%1,127 00.0% — 不变
DFIS DIMENSIONAL ETF TRUST $2.94万0.01%893 00.0% — 不变
PM PHILIP MORRIS INTL INC $2.89万0.01%180 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $2.66万0.01%108 00.0% — 不变
SRE SEMPRA $2.65万0.01%300 00.0% — 不变
VUG VANGUARD INDEX FDS $2.54万0.01%52 00.0% — 不变
CAH CARDINAL HEALTH INC $2.28万0.01%111 00.0% — 不变
BLK BLACKROCK INC $2.25万0.01%21 00.0% — 不变
USB US BANCORP DEL $2.23万0.01%417 00.0% — 不变
V VISA INC $2.21万0.01%63 00.0% — 不变
BBSI BARRETT BUSINESS SVCS INC $2.18万0.01%601 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $2.12万0.01%520 00.0% — 不变
IWM ISHARES TR $2.04万0.01%83 00.0% — 不变
TSLA TESLA INC $2.02万0.01%45 -9-16.7% -$4,048 减仓
TSM TAIWAN SEMICONDUCTOR MFG LTD $1.98万0.01%65 00.0% — 不变
INTC INTEL CORP $1.92万0.01%520 00.0% — 不变
TRV TRAVELERS COMPANIES INC $1.68万0.01%58 00.0% — 不变
PG PROCTER AND GAMBLE CO $1.68万0.01%117 00.0% — 不变
NKE NIKE INC $1.68万0.01%263 00.0% — 不变
AVGO BROADCOM INC $1.63万0.01%47 -2-4.1% -$692 减仓
GILD GILEAD SCIENCES INC $1.62万0.01%132 00.0% — 不变
BSV VANGUARD BD INDEX FDS $1.61万0.01%204 00.0% — 不变
META META PLATFORMS INC $1.58万0.01%24 00.0% — 不变
AVGE AMERICAN CENTY ETF TR $1.45万0.00%169 00.0% — 不变
KEY KEYCORP $1.43万0.00%693 00.0% — 不变
FE FIRSTENERGY CORP $1.34万0.00%300 00.0% — 不变
BAX BAXTER INTL INC $1.34万0.00%700 00.0% — 不变
GOVT ISHARES TR $1.32万0.00%575 00.0% — 不变
BA BOEING CO $1.30万0.00%60 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $1.23万0.00%470 11432.0% $2,990 加仓
NVS NOVARTIS AG $1.16万0.00%84 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $1.15万0.00%100 00.0% — 不变
MRK MERCK & CO INC $1.05万0.00%100 00.0% — 不变
MO ALTRIA GROUP INC $1.04万0.00%180 00.0% — 不变