WD

Wealth Dimensions Group, Ltd.

分散型投资策略趋势追踪型长期持有型

申报总市值

US$5.1亿

申报季度: 2026-03-31 · 持股只数: 171

Wealth Dimensions Group, Ltd.在最新一期 13F 报告中披露了 171 项持股，申报期为 2026-03-31，总持股市值约为 US$5.1亿，季度换手率为 7.9%。

机构性格雪花图

集中度
17.57
持仓稳定性
7.88
动能／逆势
100
行业集中度
57.72
多样化
100
仓位均衡度
74.49

近期动向

  • 加仓 DFAI

    +3.8%　US$318.5万

  • 减仓 VONG

    +2.2%　-US$193.2万

  • 减仓 IVV

    -2.1%　-US$181.2万

  • 加仓 DFSV

    +4.6%　US$209.7万

  • 减仓 MSFT

    +1.5%　-US$182.7万

  • 加仓 DFAR

    +8.5%　US$178.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 170 大持股（共 171 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1DFAIDimensional International CoETF-其他10.90%+0.53%+3.78%
2VGSHVanguard Short-term TreasuryETF-政府公债9.70%+0.31%+4.50%
3VONVVanguard Russell 1000 ValueETF-其他6.16%+0.09%+0.76%
4PGProcter & Gamble Co/the股票-非周期性消费5.81%—-0.49%
5IVVIshares Core S&p 500 ETFETF-大型股与成长4.99%-0.40%-2.14%
6VYMVanguard High Dvd Yield ETFETF-其他4.52%+0.14%+0.83%
7VONGVanguard Russell 1000 GrowthETF-其他4.41%-0.42%+2.19%
8DFSVDimensional US Small Cap ValETF-中小型股4.01%+0.38%+4.64%
9BSVVanguard Short-term Bond ETFETF-其他3.87%+0.01%+1.67%
10DFAEDimensional Emerging Core EqETF-新兴市场3.75%+0.29%+5.09%
11DFARDimensional US Real Est ETFETF-其他3.28%+0.33%+8.49%
12AAPLApple INC股票-科技3.16%-0.21%+1.13%
13SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.32%-0.14%-0.01%
14DFCFDimensional Core Fixed INCETF-其他1.88%+0.10%+7.69%
15NVDANvidia CORP股票-科技1.71%+0.04%+10.77%
16IEFAIshares Core Msci Eafe ETFETF-其他1.41%-0.07%-5.08%
17MSFTMicrosoft CORP股票-科技1.25%-0.38%+1.53%
18IOTSamsara Inc-cl A股票-科技0.99%-0.12%+1.31%
19IWFIshares Russell 1000 GrowthETF-其他0.66%-0.08%+0.03%
20LLYEli Lilly & Co股票-医疗保健0.65%-0.14%-2.94%
21VTWOVanguard Russell 2000 ETFETF-中小型股0.60%—-4.48%
22JNJJohnson & Johnson股票-医疗保健0.60%+0.07%-3.12%
23IEMGIshares Core Msci EmergingETF-新兴市场0.57%—-4.49%
24GOOGAlphabet Inc-cl C股票-通信服务0.57%-0.07%-1.89%
25XOMExxon Mobil CORP股票-能源0.54%+0.13%-6.35%
26AMZNAmazon.com INC股票-周期性消费0.53%-0.06%+1.17%
27ISTBIshares Core 1-5 Year Usd BoETF-其他0.49%—+1.54%
28CTASCintas CORP股票-工业0.49%—+13.14%
29VTWVVanguard Russell 2000 ValueETF-中小型股0.46%—-4.93%
30VOVanguard Mid-cap ETFETF-其他0.46%—+1.93%
31IVEIshares S&p 500 Value ETFETF-大型股与成长0.46%—-3.38%
32GEGeneral Electric股票-工业0.46%-0.06%-4.91%
33IWDIshares Russell 1000 Value EETF-其他0.45%—-1.02%
34JPMJpmorgan Chase & Co股票-金融0.44%—+1.72%
35AVGOBroadcom INC股票-科技0.40%—+3.12%
36MRKMerck & Co. INC.股票-医疗保健0.37%—-4.93%
37AGGIshares Core U.s. AggregateETF-其他0.36%——
38IWNIshares Russell 2000 Value EETF-中小型股0.35%—-5.22%
39FITBFifth Third Bancorp股票-金融0.34%—-9.65%
40VOOVanguard S&p 500 ETFETF-大型股与成长0.34%—+0.31%
41DUKDuke Energy CORP股票-公用事业0.33%—-6.85%
42GOOGLAlphabet Inc-cl A股票-通信服务0.31%—+4.04%
43GEVGE Vernova INC股票-工业0.31%+0.06%-5.12%
44VTIVanguard Total Stock Mkt ETFETF-其他0.31%—+2.41%
45CVXChevron CORP股票-能源0.29%+0.08%-0.99%
46QQQInvesco Qqq Trust Series 1ETF-科技型0.26%—+0.71%
47MCDMcdonald's CORP股票-周期性消费0.25%—+0.91%
48METAMeta Platforms Inc-class A股票-通信服务0.24%—+0.51%
49JEPIJpmorgan Equity Premium IncoETF-其他0.24%—-5.63%
50IJRIshares Core S&p Small-cap EETF-中小型股0.24%—-1.58%
1–50 of 170

本季持股变动

Wealth Dimensions Group, Ltd. 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Total Bond Market (BND); 新建仓: Enterprise Products Partners (EPD); 新建仓: Schwab US Large-cap Value (SCHV); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: AstraZeneca PLC (AZN).

Wealth Dimensions Group, Ltd. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1DFAIDimensional International Co+0.5%+3.78%加仓
2DFSVDimensional US Small Cap Val+0.4%+4.64%加仓
3DFARDimensional US Real Est ETF+0.3%+8.49%加仓
4VGSHVanguard Short-term Treasury+0.3%+4.50%加仓
5DFAEDimensional Emerging Core Eq+0.3%+5.09%加仓
6VYMVanguard High Dvd Yield ETF+0.1%+0.83%加仓
7XOMExxon Mobil CORP+0.1%-6.35%减仓
8DFCFDimensional Core Fixed INC+0.1%+7.69%加仓
9VONVVanguard Russell 1000 Value+0.1%+0.76%加仓
10CVXChevron CORP+0.1%-0.99%减仓
11JNJJohnson & Johnson+0.1%-3.12%减仓
12GEVGE Vernova INC+0.1%-5.12%减仓
13NVDANvidia CORP0%+10.77%加仓
14GLDSpdr Gold Shares0%+34.77%加仓
15BSVVanguard Short-term Bond ETF0%+1.67%加仓
16IBMIntl Business Machines CORP-0.1%-1.52%减仓
17GEGeneral Electric-0.1%-4.91%减仓
18ORCLOracle CORP-0.1%-1.54%减仓
19AMZNAmazon.com INC-0.1%+1.17%加仓
20TSLATesla INC-0.1%-8.08%减仓
21GOOGAlphabet Inc-cl C-0.1%-1.89%减仓
22IEFAIshares Core Msci Eafe ETF-0.1%-5.08%减仓
23IWFIshares Russell 1000 Growth-0.1%+0.03%加仓
24IOTSamsara Inc-cl A-0.1%+1.31%加仓
25LLYEli Lilly & Co-0.1%-2.94%减仓
26SPYSs Spdr S&p 500 ETF Trust-us-0.1%-0.01%减仓
27AAPLApple INC-0.2%+1.13%加仓
28ORGOOrganogenesis Holdings INC-0.2%—不变
29MSFTMicrosoft CORP-0.4%+1.53%加仓
30IVVIshares Core S&p 500 ETF-0.4%-2.14%减仓
31VONGVanguard Russell 1000 Growth-0.4%+2.19%加仓
32BNDVanguard Total Bond Market—NEW新建仓
33EPDEnterprise Products Partners—NEW新建仓
34SCHVSchwab US Large-cap Value—NEW新建仓
35AZNNAstrazeneca Plc-spons Adr—EXIT清仓
36AZNAstraZeneca PLC—NEW新建仓
37SCHGSchwab US Large-cap Growth—NEW新建仓
38JSCPJpmorgan Short Duration Core—NEW新建仓
39ZSZscaler INC—EXIT清仓
40FENYFidelity Msci Energy Index—NEW新建仓
41MPCMarathon Petroleum CORP—NEW新建仓
42SHELShell Plc-adr—NEW新建仓
43AXPAmerican Express Co—EXIT清仓
44BABoeing Co/the—EXIT清仓
45SUBIshares Short-term National—EXIT清仓
46SNOWSnowflake INC—EXIT清仓
47LDOSLeidos Holdings INC—EXIT清仓
48CRMSalesforce INC—EXIT清仓
49SCHFSchwab Intl Equity ETF—NEW新建仓
50UNHUnitedhealth Group INC—EXIT清仓

FAQ

Wealth Dimensions Group, Ltd. 是什么机构？属于哪种投资人类型？
Wealth Dimensions Group, Ltd. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$5.1亿，分布在 171 个已申报仓位之中。
Wealth Dimensions Group, Ltd. 目前前几大持股有哪些？
根据最新 13F 申报，Wealth Dimensions Group, Ltd. 按市值排列的前几大持股为： 1. Dimensional International Co (DFAI) — US$5542.8万 (10.9%) 2. Vanguard Short-term Treasury (VGSH) — US$4930.8万 (9.7%) 3. Vanguard Russell 1000 Value (VONV) — US$3128.9万 (6.2%) 4. Procter & Gamble Co/the (PG) — US$2952.8万 (5.8%) 5. Ishares Core S&p 500 ETF (IVV) — US$2535.1万 (5.0%)
Wealth Dimensions Group, Ltd. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Wealth Dimensions Group, Ltd. 共进行了 49 项显著调整：新建仓 10 个仓位、加仓 17 个既有持股、减仓 13 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：新建仓: Vanguard Total Bond Market (BND); 新建仓: Enterprise Products Partners (EPD); 新建仓: Schwab US Large-cap Value (SCHV); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: AstraZeneca PLC (AZN)
Wealth Dimensions Group, Ltd. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Wealth Dimensions Group, Ltd. 的主要板块分布如下： • Information Technology: 31.8% • Consumer Staples: 24.6% • Health Care: 9.7% • Industrials: 8.9% • Financials: 6.3% • Communication Services: 5.8%