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One Charles Private Wealth Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
One Charles Private Wealth Services, LLC
报告期 2026-03-31 · CIK 0001800938
持仓数
159
前50大市值合计
$342.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 111 项
建仓 10
增持 56
减持 32
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
ACVA
ACV AUCTIONS INC
-$5.8M
1,020,353
-8%
减持
ARKK
ARK ETF TR
-$3.2M
107,798
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$2.8M
1,246
-84%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$2.1M
52,589
-27%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$1.9M
19,759
建仓
IGM
ISHARES TR
+$1.7M
4,421
清仓
IEI
ISHARES TR
-$1.5M
0
-100%
建仓
SHYG
ISHARES TR
+$1.5M
33,112
清仓
XLI
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
增持
INFL
LISTED FD TR
+$1.0M
333,745
+3%
减持
XLY
SELECT SECTOR SPDR TR
-$937.0K
9,648
-28%
减持
ARKG
ARK ETF TR
-$842.0K
46,026
-5%
增持
VTI
VANGUARD INDEX FDS
+$804.0K
9,367
+70%
减持
XLK
SELECT SECTOR SPDR TR
-$754.0K
30,364
-5%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$752.0K
2,998
+13%
减持
VUG
VANGUARD INDEX FDS
-$689.0K
11,601
-8%
减持
ARKW
ARK ETF TR
-$688.0K
15,886
-9%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$660.0K
2,281
增持
NETL
ETF SER SOLUTIONS
-$595.0K
343,140
+2%
增持
BAC
BK OF AMERICA CORP
-$555.0K
59,363
+6%
清仓
VFH
VANGUARD WORLD FDS
-$547.0K
0
-100%
建仓
RSPN
INVESCO EXCHANGE TRADED FD T
+$521.0K
2,762
清仓
VGT
VANGUARD WORLD FDS
-$465.0K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$464.0K
28,824
+17%
建仓
IYH
ISHARES TR
+$449.0K
1,556
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$404.0K
48,544
-14%
清仓
VIS
VANGUARD WORLD FDS
-$365.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$360.0K
0
-100%
减持
ICSH
ISHARES TR
-$355.0K
46,224
-13%
建仓
IRM
IRON MTN INC NEW
+$355.0K
6,410
增持
XLF
SELECT SECTOR SPDR TR
+$330.0K
83,360
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$326.0K
2,947
+23%
建仓
VOX
VANGUARD WORLD FDS
+$317.0K
2,639
增持
—
EXXON MOBIL CORP
+$297.0K
12,524
+4%
清仓
PYPL
PAYPAL HLDGS INC
-$286.0K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$285.0K
0
-100%
增持
META
FACEBOOK INC
-$268.0K
2,379
+0%
增持
XLC
SELECT SECTOR SPDR TR
-$257.0K
34,066
+2%
清仓
IYZ
ISHARES TR
-$251.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$242.0K
10,897
-0%
建仓
CVX
CHEVRON CORP NEW
+$238.0K
1,461
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$223.0K
17,487
-0%
清仓
DOV
DOVER CORP
-$218.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$213.0K
0
-100%
清仓
DEO
DIAGEO PLC
-$204.0K
0
-100%
减持
AAPL
APPLE INC
-$182.0K
30,453
-2%
增持
VTV
VANGUARD INDEX FDS
+$171.0K
43,443
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$154.0K
12,952
+2%
增持
ABBV
ABBVIE INC
+$150.0K
2,987
+21%
减持
MSFT
MICROSOFT CORP
-$145.0K
4,671
-1%
增持
BOTZ
GLOBAL X FDS
-$143.0K
26,336
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$138.0K
6,180
+0%
增持
QQQ
INVESCO QQQ TR
+$133.0K
1,400
+49%
增持
HD
HOME DEPOT INC
-$130.0K
1,130
+0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$130.0K
5,686
+0%
增持
MSB
MESABI TR
+$126.0K
18,367
+34%
增持
PFE
PFIZER INC
+$115.0K
10,385
+45%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$108.0K
996
+1%
减持
SPSB
SPDR SER TR
-$104.0K
104,776
-0%
减持
VCR
VANGUARD WORLD FDS
-$104.0K
1,036
-16%
减持
QCOM
QUALCOMM INC
-$97.0K
3,176
-0%
减持
RSPC
INVESCO EXCHANGE TRADED FD T
-$94.0K
6,646
-26%
增持
FIW
FIRST TR EXCHANGE TRADED FD
-$90.0K
53,635
+10%
减持
NKE
NIKE INC
-$85.0K
2,616
-0%
减持
SBUX
STARBUCKS CORP
-$77.0K
2,726
-2%
减持
LOW
LOWES COS INC
-$73.0K
1,215
-2%
增持
—
LAM RESEARCH CORP
-$62.0K
506
+9%
减持
AMZN
AMAZON COM INC
-$59.0K
442
-2%
减持
XLE
SELECT SECTOR SPDR TR
+$55.0K
7,030
-19%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$53.0K
5,530
+21%
增持
DIS
DISNEY WALT CO
-$52.0K
3,066
+0%
增持
AMT
AMERICAN TOWER CORP NEW
-$50.0K
1,225
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$48.0K
3,572
-14%
增持
PG
PROCTER AND GAMBLE CO
-$46.0K
4,409
+0%
减持
TIP
ISHARES TR
-$45.0K
9,324
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$44.0K
2,254
-0%
增持
CSCO
CISCO SYS INC
-$42.0K
5,691
+0%
增持
INTC
INTEL CORP
+$40.0K
9,356
+14%
增持
NOC
NORTHROP GRUMMAN CORP
+$38.0K
614
+0%
增持
ABT
ABBOTT LABS
-$37.0K
4,230
+11%
增持
UNP
UNION PAC CORP
+$37.0K
1,610
+1%
增持
LIT
GLOBAL X FDS
+$37.0K
4,363
+23%
增持
JNJ
JOHNSON & JOHNSON
+$36.0K
4,134
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$34.0K
487
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$34.0K
3,580
+0%
减持
PFF
ISHARES TR
-$31.0K
7,609
-2%
减持
NEE
NEXTERA ENERGY INC
-$29.0K
2,723
-2%
增持
NVDA
NVIDIA CORPORATION
-$27.0K
1,584
+1%
增持
GLD
SPDR GOLD TR
+$24.0K
1,501
+4%
增持
WMT
WALMART INC
+$23.0K
3,086
+2%
增持
MO
ALTRIA GROUP INC
+$22.0K
4,319
+0%
增持
MRK
MERCK & CO. INC
+$22.0K
3,434
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$21.0K
4,433
+12%
减持
TXN
TEXAS INSTRS INC
-$21.0K
1,329
-5%
增持
VPL
VANGUARD INTL EQUITY INDEX F
-$19.0K
34,900
+5%
减持
ORCL
ORACLE CORP
-$18.0K
3,371
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$16.0K
79,526
+6%
增持
CMCSA
COMCAST CORP NEW
-$16.0K
4,747
+0%
增持
COST
COSTCO WHSL CORP NEW
+$13.0K
1,253
+0%
增持
NSC
NORFOLK SOUTHN CORP
-$13.0K
1,605
+1%
增持
IYG
ISHARES TR
-$12.0K
4,868
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$11.0K
3,063
+0%
增持
PEP
PEPSICO INC
-$10.0K
1,790
+0%
增持
VBR
VANGUARD INDEX FDS
+$8.0K
5,193
+3%
清仓
—
AIKIDO PHARMA INC
-$7.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.0K
693
+1%
建仓
ZOMDF
ZOMEDICA PHARMACEUTICALS COR
+$3.0K
10,000
减持
TSLA
TESLA INC
+$3.0K
233
-1%
增持
IEUR
ISHARES TR
-$2.0K
37,027
+9%
增持
—
HOLOGIC INC
+$2.0K
6,603
+0%
增持
GOOGL
ALPHABET INC
-$1.0K
308
+4%
