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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 118 项
建仓 16
增持 61
减持 29
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
ACVA
ACV AUCTIONS INC
-$8.9M
950,140
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.7M
27,841
+845%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$2.9M
4,321
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。
+44%
减持
XLF
SELECT SECTOR SPDR TR
-$2.6M
17,909
-79%
建仓
IEI
ISHARES TR
+$2.3M
19,539
增持
ARKK
ARK ETF TR
-$2.2M
113,459
+5%
建仓
HGER
HARBOR ETF TRUST
+$2.0M
97,673
建仓
VGT
VANGUARD WORLD FDS
+$2.0M
5,948
减持
SPSB
SPDR SER TR
-$1.8M
46,281
-56%
减持
IEUR
ISHARES TR
-$1.5M
11,771
-68%
清仓
SHYG
ISHARES TR
-$1.5M
0
-100%
建仓
—
CONFLUENT INC
+$1.3M
50,597
减持
AAPL
APPLE INC
-$1.1M
28,751
-6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.1M
72,108
-9%
建仓
TLT
ISHARES TR
+$904.0K
7,761
减持
VUG
VANGUARD INDEX FDS
-$893.0K
10,780
-7%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$893.0K
33,099
+68%
清仓
IYG
ISHARES TR
-$878.0K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$853.0K
45,475
-14%
建仓
VHT
VANGUARD WORLD FDS
+$843.0K
3,575
减持
ARKG
ARK ETF TR
-$826.0K
34,898
-24%
减持
ARKW
ARK ETF TR
-$802.0K
11,427
-28%
增持
XLC
SELECT SECTOR SPDR TR
+$784.0K
57,158
+68%
建仓
XLU
SELECT SECTOR SPDR TR
+$784.0K
11,266
增持
XLK
SELECT SECTOR SPDR TR
-$778.0K
31,403
+3%
增持
INFL
LISTED FD TR
-$730.0K
367,569
+10%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$660.0K
0
-100%
建仓
—
EXCHANGE TRADED CONCEPTS TR
+$642.0K
105,249
增持
NETL
ETF SER SOLUTIONS
-$611.0K
359,925
+5%
增持
AMZN
AMAZON COM INC
-$530.0K
8,251
+1767%
增持
BAC
BK OF AMERICA CORP
-$487.0K
59,448
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$469.0K
5,339
-14%
减持
VTI
VANGUARD INDEX FDS
-$466.0K
8,787
-6%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$461.0K
48,485
+39%
清仓
IYH
ISHARES TR
-$449.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
-$445.0K
45,688
+5%
建仓
XLI
SELECT SECTOR SPDR TR
+$385.0K
4,481
建仓
IYF
ISHARES TR
+$366.0K
5,259
建仓
RSPH
INVESCO EXCHANGE TRADED FD T
+$360.0K
1,341
增持
IGM
ISHARES TR
-$351.0K
4,576
+4%
建仓
RXI
ISHARES TR
+$341.0K
2,646
减持
ICSH
ISHARES TR
-$339.0K
39,592
-14%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$327.0K
42,201
-13%
清仓
VOX
VANGUARD WORLD FDS
-$317.0K
0
-100%
减持
BOTZ
GLOBAL X FDS
-$296.0K
23,245
-12%
增持
MSB
MESABI TR
+$295.0K
29,564
+61%
增持
SPY
SPDR S&P 500 ETF TR
+$274.0K
12,597
+911%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$257.0K
1,656
-40%
建仓
VDC
VANGUARD WORLD FDS
+$255.0K
1,365
清仓
TSLA
TESLA INC
-$251.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$250.0K
11,036
+1%
清仓
SBUX
STARBUCKS CORP
-$248.0K
0
-100%
清仓
LOW
LOWES COS INC
-$246.0K
0
-100%
清仓
RSPC
INVESCO EXCHANGE TRADED FD T
-$229.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$226.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$222.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$221.0K
9,726
-25%
建仓
XLRE
SELECT SECTOR SPDR TR
+$219.0K
5,383
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$218.0K
1,423
清仓
IVW
ISHARES TR
-$210.0K
0
-100%
建仓
LQD
ISHARES TR
+$201.0K
1,799
减持
GOOG
ALPHABET INC
-$180.0K
210
-10%
增持
NVDA
NVIDIA CORPORATION
-$175.0K
1,696
+7%
减持
META
META PLATFORMS INC
-$168.0K
2,211
-7%
增持
MSFT
MICROSOFT CORP
-$162.0K
5,059
+8%
减持
DIS
DISNEY WALT CO
-$139.0K
3,039
-1%
增持
GOOGL
ALPHABET INC
-$138.0K
323
+5%
减持
COST
COSTCO WHSL CORP NEW
-$128.0K
1,204
-4%
减持
QQQ
INVESCO QQQ TR
-$128.0K
1,330
-5%
增持
FIW
FIRST TR EXCHANGE TRADED FD
-$124.0K
61,432
+15%
增持
NSC
NORFOLK SOUTHN CORP
-$97.0K
1,630
+2%
增持
UNP
UNION PAC CORP
-$94.0K
1,672
+4%
增持
INTC
INTEL CORP
-$75.0K
10,458
+12%
增持
XLP
SELECT SECTOR SPDR TR
+$74.0K
4,752
+33%
增持
XLV
SELECT SECTOR SPDR TR
-$73.0K
30,396
+5%
减持
XLE
SELECT SECTOR SPDR TR
-$68.0K
6,824
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$68.0K
3,582
+0%
减持
PFF
ISHARES TR
-$68.0K
6,302
-17%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$67.0K
18,135
+4%
增持
PAYX
PAYCHEX INC
-$66.0K
3,141
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$64.0K
577
-17%
增持
MRK
MERCK & CO INC
+$63.0K
3,680
+7%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$62.0K
1,055
+6%
增持
CSCO
CISCO SYS INC
-$60.0K
6,024
+6%
增持
NKE
NIKE INC
-$60.0K
2,775
+6%
增持
VCR
VANGUARD WORLD FDS
-$59.0K
1,090
+5%
增持
XLY
SELECT SECTOR SPDR TR
-$57.0K
12,115
+26%
增持
VBK
VANGUARD INDEX FDS
-$55.0K
3,748
+15%
增持
QCOM
QUALCOMM INC
-$54.0K
3,178
+0%
增持
—
LAM RESEARCH CORP
-$54.0K
529
+5%
增持
IRM
IRON MTN INC NEW
-$52.0K
6,413
+0%
增持
—
EXXON MOBIL CORP
+$48.0K
12,748
+2%
减持
—
HOLOGIC INC
-$43.0K
6,600
-0%
增持
PEP
PEPSICO INC
+$41.0K
2,004
+12%
增持
IVE
ISHARES TR
-$38.0K
2,317
+2%
增持
WMT
WALMART INC
-$38.0K
3,367
+9%
减持
ABBV
ABBVIE INC
-$36.0K
2,946
-1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$35.0K
6,365
+15%
增持
ABT
ABBOTT LABS
-$33.0K
4,404
+4%
增持
TXN
TEXAS INSTRS INC
-$33.0K
1,370
+3%
减持
PG
PROCTER AND GAMBLE CO
-$32.0K
4,403
-0%
增持
HON
HONEYWELL INTL INC
-$32.0K
1,379
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$31.0K
2,283
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$29.0K
1,316
+7%
增持
LIT
GLOBAL X FDS
+$26.0K
5,165
+18%
增持
CVX
CHEVRON CORP NEW
-$24.0K
1,549
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$22.0K
3,064
+0%
增持
ORCL
ORACLE CORP
-$21.0K
3,678
+9%
增持
TIP
ISHARES TR
+$18.0K
10,327
+11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$15.0K
522
+7%
增持
GLD
SPDR GOLD TR
+$14.0K
1,763
+17%
减持
MCD
MCDONALDS CORP
-$7.0K
2,046
-3%
增持
VBR
VANGUARD INDEX FDS
-$7.0K
6,038
+16%
增持
NEE
NEXTERA ENERGY INC
-$5.0K
2,818
+3%
增持
HD
HOME DEPOT INC
+$5.0K
1,195
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.0K
4,445
+0%
增持
PFE
PFIZER INC
+$0
10,386
+0%
增持
JNJ
JOHNSON & JOHNSON
+$0
4,180
+1%
