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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 107 项
建仓 11
增持 45
减持 46
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
42,043
+21%
减持
ACVA
ACV AUCTIONS INC
+$2.7M
1,251,696
-15%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$2.5M
6,889
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。
+1%
增持
GLDM
WORLD GOLD TR
+$1.2M
48,396
+208%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$937.1K
0
-100%
清仓
ICSH
ISHARES TR
-$877.0K
0
-100%
增持
AAPL
APPLE INC
+$874.3K
29,893
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$773.2K
29,134
+3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$558.1K
15,008
-31%
增持
VUG
VANGUARD INDEX FDS
+$528.6K
12,133
+4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$464.9K
41,012
+73%
减持
—
CONFLUENT INC
+$388.6K
45,497
-10%
建仓
IEF
ISHARES TR
+$353.5K
3,659
增持
VGT
VANGUARD WORLD FDS
+$353.0K
2,473
+29%
增持
NVDA
NVIDIA CORPORATION
+$340.7K
1,862
+16%
增持
XLV
SELECT SECTOR SPDR TR
+$320.1K
29,821
+6%
减持
TIP
ISHARES TR
-$319.0K
5,953
-32%
增持
AMZN
AMAZON COM INC
+$315.7K
10,917
+2%
清仓
ARKW
ARK ETF TR
-$313.4K
0
-100%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$304.7K
11,135
减持
ARKK
ARK ETF TR
+$289.1K
118,626
-3%
增持
MSFT
MICROSOFT CORP
+$288.3K
5,464
+0%
建仓
NOC
NORTHROP GRUMMAN CORP
+$279.4K
613
增持
ABBV
ABBVIE INC
+$275.4K
5,338
+92%
清仓
IYZ
ISHARES TR
-$271.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$266.0K
9,211
+7%
建仓
VCR
VANGUARD WORLD FDS
+$256.6K
906
增持
VTV
VANGUARD INDEX FDS
+$255.7K
51,766
+1%
建仓
ET
ENERGY TRANSFER L P
+$254.0K
20,000
建仓
AVGO
BROADCOM INC
+$240.3K
277
建仓
RSPF
INVESCO EXCHANGE TRADED FD T
+$225.9K
4,411
减持
IEI
ISHARES TR
-$220.8K
21,560
-6%
增持
XLC
SELECT SECTOR SPDR TR
+$219.3K
26,936
+2%
清仓
CAT
CATERPILLAR INC
-$205.4K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$201.7K
1,836
增持
VFH
VANGUARD WORLD FDS
+$198.0K
8,190
+37%
减持
MSB
MESABI TR
-$196.1K
32,703
-5%
减持
—
EXCHANGE TRADED CONCEPTS TR
+$193.8K
104,151
-5%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$193.7K
41,772
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$181.3K
35,014
+13%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$179.8K
24,570
-12%
减持
TLT
ISHARES TR
-$176.3K
18,437
-5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$174.4K
37,281
-10%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$173.0K
16,745
-10%
减持
JPM
JPMORGAN CHASE & CO
+$161.9K
11,209
-1%
建仓
HFRO
HIGHLAND OPPORTUNITIES
+$155.7K
17,248
增持
VIS
VANGUARD WORLD FDS
+$152.1K
3,344
+19%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$146.6K
17,202
-8%
增持
VDC
VANGUARD WORLD FDS
+$143.3K
2,410
+43%
增持
XLE
SELECT SECTOR SPDR TR
+$126.8K
4,076
+65%
增持
VOX
VANGUARD WORLD FDS
+$121.5K
4,904
+19%
建仓
DNP
DNP SELECT INCOME FD INC
+$116.3K
11,100
增持
GOOGL
ALPHABET INC
+$111.0K
6,914
+0%
增持
MLPX
GLOBAL X FDS
+$102.6K
11,915
+21%
减持
XLY
SELECT SECTOR SPDR TR
+$98.3K
9,327
-6%
增持
ORCL
ORACLE CORP
+$95.9K
3,657
+0%
增持
IYJ
ISHARES TR
+$90.9K
2,934
+33%
减持
ARKG
ARK ETF TR
-$86.2K
11,417
-28%
增持
VBK
VANGUARD INDEX FDS
+$82.1K
5,134
+1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$80.4K
768
+0%
增持
IRM
IRON MTN INC DEL
+$79.3K
10,710
+7%
增持
VHT
VANGUARD WORLD FDS
+$77.2K
2,127
+14%
建仓
SACH
SACHEM CAP CORP
+$74.9K
21,452
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$73.2K
9,836
-3%
减持
GOOG
ALPHABET INC
+$71.4K
4,665
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$71.1K
2,952
+22%
减持
TFLO
ISHARES TR
-$69.3K
17,609
-7%
增持
RXI
ISHARES TR
+$67.7K
4,825
+2%
增持
VAW
VANGUARD WORLD FDS
+$61.8K
1,642
+23%
增持
INFL
LISTED FD TR
-$60.1K
402,211
+0%
增持
VBR
VANGUARD INDEX FDS
+$54.6K
7,361
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$43.7K
1,158
+1%
减持
XLU
SELECT SECTOR SPDR TR
-$36.7K
13,358
-1%
减持
IEUR
ISHARES TR
-$35.3K
5,522
-11%
减持
COST
COSTCO WHSL CORP NEW
+$34.9K
1,124
-2%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$32.0K
1,499
+5%
减持
DIS
DISNEY WALT CO
-$30.0K
2,517
-1%
减持
SBUX
STARBUCKS CORP
-$29.6K
2,784
-5%
增持
NKE
NIKE INC
-$29.4K
2,457
+0%
减持
ABT
ABBOTT LABS
+$28.7K
4,352
-1%
增持
—
EXXON MOBIL CORP
-$28.3K
12,588
+0%
减持
BOTZ
GLOBAL X FDS
-$27.5K
15,395
-16%
减持
MRK
MERCK & CO INC
+$27.3K
3,334
-1%
增持
IDU
ISHARES TR
+$26.8K
4,141
+11%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$25.0K
3,631
-8%
减持
WMT
WALMART INC
+$23.0K
3,079
-2%
减持
INTC
INTEL CORP
-$21.1K
7,454
-10%
减持
JNJ
JOHNSON & JOHNSON
+$20.8K
3,544
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$19.3K
2,168
-3%
减持
PAYX
PAYCHEX INC
-$18.4K
2,988
-3%
增持
AMT
AMERICAN TOWER CORP NEW
-$17.3K
2,604
+2%
减持
MCD
MCDONALDS CORP
+$16.5K
1,896
-4%
增持
HGER
HARBOR ETF TRUST
+$16.0K
153,765
+5%
减持
CSCO
CISCO SYS INC
-$15.9K
5,741
-4%
减持
IYK
ISHARES TR
-$15.2K
1,479
-5%
增持
IXP
ISHARES TR
+$14.8K
3,325
+0%
减持
QQQ
INVESCO QQQ TR
+$13.4K
1,732
-11%
减持
CVX
CHEVRON CORP NEW
-$12.3K
1,582
-1%
减持
NSC
NORFOLK SOUTHN CORP
+$11.4K
1,391
-3%
减持
LOW
LOWES COS INC
+$5.0K
1,041
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$4.2K
2,839
-3%
增持
BAC
BANK AMERICA CORP
-$3.7K
61,052
+0%
减持
PG
PROCTER AND GAMBLE CO
+$3.2K
4,097
-2%
减持
PEP
PEPSICO INC
+$3.0K
2,085
-1%
增持
XLP
SELECT SECTOR SPDR TR
-$2.9K
22,214
+1%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$1.8K
1,385
-9%
减持
IVE
ISHARES TR
-$1.6K
2,277
-6%
