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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 104 项
建仓 9
增持 41
减持 49
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
ACVA
ACV AUCTIONS INC
+$5.6M
1,468,569
-10%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.8M
6,818
+19%
增持
ARKK
ARK ETF TR
+$1.5M
122,635
+13%
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
JPST
J P MORGAN EXCHANGE TRADED F
-$970.4K
18,623
-51%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$960.0K
41,198
-35%
减持
AAPL
APPLE INC
+$957.1K
29,861
-2%
减持
ICSH
ISHARES TR
-$921.2K
17,452
-51%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$894.9K
21,743
-36%
减持
XLV
SELECT SECTOR SPDR TR
-$837.1K
28,101
-15%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$829.2K
27,910
-34%
建仓
VGT
VANGUARD WORLD FDS
+$740.5K
1,921
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$728.0K
34,829
+7%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$615.7K
23,774
建仓
GLDM
WORLD GOLD TR
+$615.0K
15,724
增持
VUG
VANGUARD INDEX FDS
+$535.6K
11,644
+5%
增持
HGER
HARBOR ETF TRUST
+$493.0K
147,075
+17%
减持
IEI
ISHARES TR
-$435.3K
22,998
-16%
增持
TLT
ISHARES TR
+$435.1K
19,500
+18%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$421.5K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$415.9K
13,456
-28%
建仓
MLPX
GLOBAL X FDS
+$392.7K
9,830
清仓
NOC
NORTHROP GRUMMAN CORP
-$334.5K
0
-100%
建仓
IDU
ISHARES TR
+$311.7K
3,724
增持
XLF
SELECT SECTOR SPDR TR
+$295.1K
31,073
+51%
增持
MSFT
MICROSOFT CORP
+$287.4K
5,454
+2%
减持
TFLO
ISHARES TR
-$287.1K
19,007
-23%
增持
—
EXCHANGE TRADED CONCEPTS TR
+$280.1K
109,816
+2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$266.3K
3,960
+16%
减持
TIP
ISHARES TR
-$253.2K
8,704
-24%
增持
MSB
MESABI TR
+$250.9K
34,294
+1%
增持
AMZN
AMAZON COM INC
+$247.6K
10,722
+5%
建仓
VAW
VANGUARD WORLD FDS
+$237.0K
1,333
增持
INFL
LISTED FD TR
+$233.0K
400,638
+4%
清仓
LIT
GLOBAL X FDS
-$226.5K
0
-100%
建仓
IYJ
ISHARES TR
+$220.3K
2,199
增持
VBK
VANGUARD INDEX FDS
+$215.2K
5,071
+15%
建仓
IXP
ISHARES TR
+$212.6K
3,318
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$212.3K
18,776
-17%
增持
RXI
ISHARES TR
+$211.7K
4,742
+25%
减持
NVDA
NVIDIA CORPORATION
+$211.5K
1,609
-0%
清仓
SLB
SCHLUMBERGER LTD
-$210.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$204.3K
0
-100%
建仓
MLPA
GLOBAL X FDS
+$202.5K
4,867
减持
ARKG
ARK ETF TR
-$197.5K
15,809
-34%
减持
XLP
SELECT SECTOR SPDR TR
-$188.0K
22,093
-10%
增持
HD
HOME DEPOT INC
+$159.0K
1,713
+56%
减持
IEUR
ISHARES TR
-$158.8K
6,223
-39%
减持
JNJ
JOHNSON & JOHNSON
-$140.6K
3,650
-9%
增持
IRM
IRON MTN INC DEL
+$131.3K
10,002
+25%
减持
XLK
SELECT SECTOR SPDR TR
-$126.7K
28,422
-20%
增持
VDC
VANGUARD WORLD FDS
+$117.3K
1,681
+55%
增持
VOX
VANGUARD WORLD FDS
+$116.1K
4,136
+20%
增持
BAC
BANK AMERICA CORP
-$114.0K
60,938
+2%
增持
VTV
VANGUARD INDEX FDS
+$109.5K
51,411
+3%
增持
PFE
PFIZER INC
-$108.2K
10,366
+0%
增持
GOOGL
ALPHABET INC
+$107.9K
6,908
+0%
增持
IYK
ISHARES TR
+$106.6K
1,563
+55%
减持
VFH
VANGUARD WORLD FDS
-$100.8K
6,000
-13%
减持
XLC
SELECT SECTOR SPDR TR
-$93.8K
26,457
-22%
减持
VTI
VANGUARD INDEX FDS
+$79.8K
8,638
-2%
减持
BOTZ
GLOBAL X FDS
+$77.7K
18,429
-3%
增持
VBR
VANGUARD INDEX FDS
+$74.3K
7,325
+7%
减持
NSC
NORFOLK SOUTHN CORP
-$63.0K
1,435
-4%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$62.9K
766
-28%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$60.5K
42,028
+5%
减持
ARKW
ARK ETF TR
-$55.2K
5,846
-39%
增持
AMT
AMERICAN TOWER CORP NEW
+$55.1K
2,556
+16%
增持
VIS
VANGUARD WORLD FDS
+$54.8K
2,809
+7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$50.3K
18,517
+0%
减持
MRK
MERCK & CO INC
-$49.7K
3,359
-8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$49.1K
2,227
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$47.2K
2,930
-4%
增持
ORCL
ORACLE CORP
+$41.0K
3,656
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$36.2K
2,428
+14%
减持
UNH
UNITEDHEALTH GROUP INC
-$34.6K
574
-1%
增持
JPM
JPMORGAN CHASE & CO
-$34.6K
11,268
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$30.0K
1,147
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$29.1K
2,464
-8%
增持
CSCO
CISCO SYS INC
+$29.0K
5,986
+0%
减持
COST
COSTCO WHSL CORP NEW
-$28.9K
1,148
-13%
减持
NKE
NIKE INC
-$25.8K
2,451
-12%
减持
PG
PROCTER AND GAMBLE CO
-$21.7K
4,160
-2%
增持
CVX
CHEVRON CORP NEW
-$19.7K
1,601
+2%
减持
VHT
VANGUARD WORLD FDS
-$18.1K
1,860
-0%
减持
ABBV
ABBVIE INC
-$17.4K
2,785
-2%
减持
IYZ
ISHARES TR
-$16.0K
11,702
-9%
减持
XLY
SELECT SECTOR SPDR TR
+$15.9K
9,934
-13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$15.5K
10,132
+2%
增持
SBUX
STARBUCKS CORP
+$14.6K
2,933
+0%
减持
DIS
DISNEY WALT CO
-$13.9K
2,544
-18%
减持
UNP
UNION PAC CORP
-$13.8K
1,527
-2%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$12.1K
1,422
+2%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$10.2K
1,519
-8%
减持
PAYX
PAYCHEX INC
-$8.9K
3,078
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.0K
3,588
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$7.7K
511
-2%
增持
CAT
CATERPILLAR INC
-$7.2K
897
+1%
减持
WMT
WALMART INC
+$6.6K
3,126
-2%
增持
—
EXXON MOBIL CORP
-$6.5K
12,569
+0%
增持
PEP
PEPSICO INC
+$5.1K
2,102
+0%
减持
QCOM
QUALCOMM INC
+$2.3K
2,568
-13%
减持
INTC
INTEL CORP
+$1.5K
8,277
-19%
减持
GLD
SPDR GOLD TR
-$649
1,776
-8%
减持
LOW
LOWES COS INC
-$355
1,150
-1%
