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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 109 项
建仓 10
增持 60
减持 28
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
ACVA
ACV AUCTIONS INC
+$6.7M
1,791,260
+89%
减持
XLC
SELECT SECTOR SPDR TR
-$1.7M
29,465
-48%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$1.6M
4,776
+11%
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
VGT
VANGUARD WORLD FDS
-$1.4M
1,738
-71%
建仓
TFLO
ISHARES TR
+$1.4M
28,205
清仓
SPSB
SPDR SER TR
-$1.4M
0
-100%
减持
NETL
ETF SER SOLUTIONS
-$1.2M
356,816
-1%
增持
IEI
ISHARES TR
+$1.1M
30,342
+55%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$1.1M
4,675
增持
XLP
SELECT SECTOR SPDR TR
+$978.0K
19,833
+317%
增持
TLT
ISHARES TR
+$967.0K
18,266
+135%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$909.0K
25,058
-24%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$800.0K
37,950
-17%
减持
IGM
ISHARES TR
-$799.0K
2,054
-55%
增持
ARKK
ARK ETF TR
-$673.0K
114,495
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$520.0K
30,879
+11%
清仓
XLE
SELECT SECTOR SPDR TR
-$469.0K
0
-100%
增持
HGER
HARBOR ETF TRUST
+$465.0K
124,573
+28%
减持
VHT
VANGUARD WORLD FDS
-$443.0K
1,789
-50%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$412.0K
69,944
-3%
清仓
XLI
SELECT SECTOR SPDR TR
-$385.0K
0
-100%
建仓
VIS
VANGUARD WORLD FDS
+$382.0K
2,425
清仓
IYF
ISHARES TR
-$366.0K
0
-100%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$349.0K
46,928
-3%
减持
ARKG
ARK ETF TR
-$301.0K
30,016
-14%
减持
XLY
SELECT SECTOR SPDR TR
-$292.0K
10,083
-17%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$285.0K
3,939
-26%
增持
XLU
SELECT SECTOR SPDR TR
+$284.0K
16,307
+45%
建仓
IXP
ISHARES TR
+$283.0K
5,389
增持
XLF
SELECT SECTOR SPDR TR
+$283.0K
27,807
+55%
建仓
VOX
VANGUARD WORLD FDS
+$273.0K
3,313
建仓
VFH
VANGUARD WORLD FDS
+$267.0K
3,591
建仓
IYZ
ISHARES TR
+$256.0K
12,239
建仓
IYK
ISHARES TR
+$245.0K
1,362
建仓
SBUX
STARBUCKS CORP
+$243.0K
2,889
清仓
VZ
VERIZON COMMUNICATIONS INC
-$225.0K
0
-100%
清仓
IVV
ISHARES TR
-$225.0K
0
-100%
建仓
LOW
LOWES COS INC
+$224.0K
1,192
清仓
XLRE
SELECT SECTOR SPDR TR
-$219.0K
0
-100%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T
-$218.0K
0
-100%
清仓
—
LAM RESEARCH CORP
-$218.0K
0
-100%
清仓
LQD
ISHARES TR
-$201.0K
0
-100%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$184.0K
63,806
+4%
增持
AMZN
AMAZON COM INC
+$160.0K
9,476
+15%
增持
VCR
VANGUARD WORLD FDS
+$157.0K
1,763
+62%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$153.0K
18,466
+2%
减持
ARKW
ARK ETF TR
-$137.0K
9,798
-14%
增持
VUG
VANGUARD INDEX FDS
-$122.0K
10,853
+1%
增持
INFL
LISTED FD TR
+$115.0K
377,376
+3%
增持
INTC
INTEL CORP
-$111.0K
10,775
+3%
增持
TIP
ISHARES TR
+$107.0K
12,271
+19%
增持
GOOGL
ALPHABET INC
-$102.0K
6,449
+1897%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$101.0K
1,056
+0%
增持
MSFT
MICROSOFT CORP
-$99.0K
5,061
+0%
增持
VTV
VANGUARD INDEX FDS
-$91.0K
47,652
+4%
增持
VTI
VANGUARD INDEX FDS
-$87.0K
8,804
+0%
增持
PG
PROCTER AND GAMBLE CO
-$86.0K
4,404
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$84.0K
32,695
+8%
减持
PFE
PFIZER INC
-$84.0K
10,376
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$75.0K
40,631
-4%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$68.0K
5,950
+5%
减持
IEUR
ISHARES TR
-$66.0K
11,352
-4%
增持
—
EXCHANGE TRADED CONCEPTS TR
+$66.0K
110,378
+5%
减持
BOTZ
GLOBAL X FDS
-$66.0K
22,235
-4%
增持
JPM
JPMORGAN CHASE & CO
-$61.0K
11,232
+2%
增持
NKE
NIKE INC
-$60.0K
2,791
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$57.0K
12,149
-4%
减持
ICSH
ISHARES TR
-$53.0K
38,517
-3%
减持
JNJ
JOHNSON & JOHNSON
-$50.0K
4,179
-0%
增持
MCD
MCDONALDS CORP
-$45.0K
2,047
+0%
增持
ABT
ABBOTT LABS
-$41.0K
4,408
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$36.0K
2,290
+0%
减持
ORCL
ORACLE CORP
-$35.0K
3,659
-1%
减持
VDC
VANGUARD WORLD FDS
-$35.0K
1,279
-6%
减持
RXI
ISHARES TR
-$35.0K
2,507
-5%
减持
IRM
IRON MTN INC DEL
-$35.0K
6,085
-5%
增持
AAPL
APPLE INC
+$34.0K
30,512
+6%
增持
—
EXXON MOBIL CORP
+$31.0K
12,751
+0%
增持
BAC
BK OF AMERICA CORP
-$29.0K
59,552
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$29.0K
3,584
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$28.0K
9,798
+1%
增持
MRK
MERCK & CO INC
-$28.0K
3,682
+0%
增持
COST
COSTCO WHSL CORP NEW
+$25.0K
1,309
+9%
减持
UNP
UNION PAC CORP
-$23.0K
1,658
-1%
增持
QQQ
INVESCO QQQ TR
-$22.0K
1,340
+1%
增持
NSC
NORFOLK SOUTHN CORP
-$19.0K
1,631
+0%
减持
CSCO
CISCO SYS INC
-$18.0K
5,979
-1%
增持
GOOG
ALPHABET INC
-$15.0K
4,740
+2157%
增持
WMT
WALMART INC
+$15.0K
3,372
+0%
增持
HD
HOME DEPOT INC
-$13.0K
1,196
+0%
增持
XLK
SELECT SECTOR SPDR TR
-$12.0K
33,982
+8%
增持
VBK
VANGUARD INDEX FDS
+$12.0K
3,922
+5%
增持
GLD
SPDR GOLD TR
+$12.0K
1,922
+9%
增持
CVX
CHEVRON CORP NEW
+$10.0K
1,557
+1%
增持
MSB
MESABI TR
-$10.0K
35,969
+22%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$10.0K
519
-1%
增持
SPYG
SPDR SER TR
-$9.0K
9,995
+4%
增持
PFF
ISHARES TR
-$9.0K
6,318
+0%
增持
DIS
DISNEY WALT CO
+$7.0K
3,061
+1%
增持
LIT
GLOBAL X FDS
-$7.0K
5,373
+4%
增持
META
META PLATFORMS INC
+$6.0K
2,702
+22%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$6.0K
6,571
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$6.0K
1,598
+21%
增持
IVE
ISHARES TR
-$5.0K
2,429
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.0K
580
+1%
清仓
ZOMDF
ZOMEDICA CORP
-$3.0K
0
-100%
增持
PEP
PEPSICO INC
-$2.0K
2,074
+3%
增持
VBR
VANGUARD INDEX FDS
+$1.0K
6,334
+5%
减持
TXN
TEXAS INSTRS INC
+$1.0K
1,369
-0%
