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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 113 项
建仓 8
增持 43
减持 53
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
NETL
ETF SER SOLUTIONS
-$8.3M
0
-100%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$5.3M
39,996
+572%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$4.9M
5,732
+20%
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。
清仓
FIW
FIRST TR EXCHANGE TRADED FD
-$4.6M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
32,458
+5%
增持
INFL
LISTED FD TR
+$1.6M
385,090
+2%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
49,803
+5%
减持
ARKK
ARK ETF TR
-$920.4K
108,820
-5%
清仓
IGM
ISHARES TR
-$568.0K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$534.0K
0
-100%
减持
ACVA
ACV AUCTIONS INC
+$522.4K
1,632,325
-9%
增持
XLP
SELECT SECTOR SPDR TR
+$515.6K
24,662
+24%
增持
XLV
SELECT SECTOR SPDR TR
+$515.1K
32,942
+1%
建仓
TTD
THE TRADE DESK INC
+$425.9K
9,500
清仓
VCR
VANGUARD WORLD FDS
-$414.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$382.7K
35,509
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$351.7K
18,467
+0%
减持
—
EXCHANGE TRADED CONCEPTS TR
-$343.4K
107,540
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$340.7K
1,149
-91%
减持
JPM
JPMORGAN CHASE & CO
+$328.9K
11,207
-0%
减持
IEI
ISHARES TR
-$326.9K
27,340
-10%
减持
ARKG
ARK ETF TR
-$314.1K
23,837
-21%
增持
VFH
VANGUARD WORLD FDS
+$301.2K
6,868
+91%
建仓
IYW
ISHARES TR
+$292.0K
3,920
清仓
IXP
ISHARES TR
-$283.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$271.8K
12,555
-2%
增持
XLU
SELECT SECTOR SPDR TR
+$258.8K
18,819
+15%
增持
HGER
HARBOR ETF TRUST
+$258.7K
125,492
+1%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$253.0K
0
-100%
增持
AAPL
APPLE INC
-$250.0K
30,532
+0%
建仓
XLE
SELECT SECTOR SPDR TR
+$233.2K
2,666
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$232.9K
34,048
-10%
减持
TLT
ISHARES TR
-$231.9K
16,463
-10%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$231.4K
3,402
-27%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$227.5K
4,003
+2%
建仓
—
LAM RESEARCH CORP
+$222.3K
529
增持
XLC
SELECT SECTOR SPDR TR
+$216.5K
33,914
+15%
建仓
CAT
CATERPILLAR INC
+$212.6K
887
增持
AMZN
AMAZON COM INC
-$211.1K
10,237
+8%
建仓
SLB
SCHLUMBERGER LTD
+$210.0K
3,928
建仓
XLI
SELECT SECTOR SPDR TR
+$209.5K
2,133
建仓
LMT
LOCKHEED MARTIN CORP
+$204.3K
420
清仓
PFF
ISHARES TR
-$200.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$180.6K
6,855
+8%
减持
TFLO
ISHARES TR
-$175.4K
24,770
-12%
增持
RXI
ISHARES TR
+$170.7K
3,784
+51%
增持
QQQ
INVESCO QQQ TR
+$161.8K
1,952
+46%
减持
MSB
MESABI TR
-$161.4K
33,998
-5%
增持
BAC
BANK AMERICA CORP
+$157.7K
59,915
+1%
减持
XLF
SELECT SECTOR SPDR TR
-$140.1K
20,581
-26%
清仓
—
GLOBAL X FDS
-$139.0K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$130.5K
38,052
-6%
增持
IRM
IRON MTN INC DEL
+$130.0K
7,983
+31%
减持
LIT
GLOBAL X FDS
-$128.5K
3,864
-28%
减持
ICSH
ISHARES TR
-$127.8K
35,935
-7%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$125.9K
22,575
-10%
增持
AMT
AMERICAN TOWER CORP NEW
+$124.2K
2,205
+38%
增持
VBK
VANGUARD INDEX FDS
+$117.2K
4,399
+12%
增持
MSFT
MICROSOFT CORP
+$105.9K
5,358
+6%
增持
VIS
VANGUARD WORLD FDS
+$98.3K
2,630
+8%
减持
NKE
NIKE INC
+$94.4K
2,789
-0%
减持
MRK
MERCK & CO INC
+$90.1K
3,669
-0%
减持
PG
PROCTER AND GAMBLE CO
+$84.3K
4,225
-4%
减持
ARKW
ARK ETF TR
-$78.4K
9,562
-2%
减持
PFE
PFIZER INC
+$77.1K
10,365
-0%
减持
ORCL
ORACLE CORP
+$75.7K
3,654
-0%
减持
TIP
ISHARES TR
-$74.2K
11,394
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$67.3K
3,061
-0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$67.1K
1,064
+1%
减持
ABBV
ABBVIE INC
+$66.1K
2,853
-3%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$65.7K
1,396
+4%
增持
VHT
VANGUARD WORLD FDS
+$61.6K
1,861
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$60.5K
3,586
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$59.8K
63,080
-10%
增持
CVX
CHEVRON CORP NEW
+$56.9K
1,565
+1%
减持
ABT
ABBOTT LABS
+$56.3K
4,402
-0%
增持
SBUX
STARBUCKS CORP
+$47.8K
2,932
+1%
增持
VUG
VANGUARD INDEX FDS
+$47.0K
11,116
+2%
减持
HON
HONEYWELL INTL INC
+$47.0K
1,293
-6%
减持
MCD
MCDONALDS CORP
+$45.7K
1,965
-4%
减持
NOC
NORTHROP GRUMMAN CORP
+$45.5K
613
-0%
减持
CSCO
CISCO SYS INC
+$44.9K
5,959
-0%
减持
IYK
ISHARES TR
-$40.2K
1,010
-26%
增持
PEP
PEPSICO INC
+$39.1K
2,093
+1%
增持
META
META PLATFORMS INC
-$36.1K
2,750
+2%
减持
IEUR
ISHARES TR
+$35.7K
10,204
-10%
减持
QCOM
QUALCOMM INC
-$33.8K
2,958
-7%
增持
XLY
SELECT SECTOR SPDR TR
+$33.6K
11,378
+13%
增持
IYZ
ISHARES TR
+$31.0K
12,796
+5%
减持
NVDA
NVIDIA CORPORATION
+$29.4K
1,611
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$26.9K
2,281
-0%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$26.1K
42,302
-10%
减持
NSC
NORFOLK SOUTHN CORP
+$25.1K
1,490
-9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$23.8K
521
+0%
减持
JNJ
JOHNSON & JOHNSON
+$23.3K
3,998
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$20.7K
9,975
+2%
增持
DIS
DISNEY WALT CO
-$20.4K
3,092
+1%
增持
COST
COSTCO WHSL CORP NEW
-$18.8K
1,313
+0%
减持
WMT
WALMART INC
+$17.4K
3,205
-5%
减持
HD
HOME DEPOT INC
+$16.5K
1,097
-8%
增持
NEE
NEXTERA ENERGY INC
+$16.4K
2,840
+1%
减持
TXN
TEXAS INSTRS INC
+$13.5K
1,365
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$12.9K
577
-1%
减持
VDC
VANGUARD WORLD FDS
-$12.0K
1,086
-15%
减持
—
HOLOGIC INC
+$11.6K
5,850
-11%
增持
VOX
VANGUARD WORLD FDS
+$10.8K
3,450
+4%
减持
BOTZ
GLOBAL X FDS
-$9.7K
19,089
-14%
减持
PAYX
PAYCHEX INC
+$9.5K
3,129
-0%
减持
INTC
INTEL CORP
-$9.0K
10,176
-6%
增持
GOOGL
ALPHABET INC
-$8.3K
6,899
+7%
减持
LOW
LOWES COS INC
+$6.3K
1,156
-3%
减持
SPYG
SPDR SER TR
+$2.7K
9,941
-1%
减持
UNP
UNION PAC CORP
-$1.8K
1,551
-6%
