小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 116 项
建仓 16
增持 43
减持 54
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
XLK
SELECT SECTOR SPDR TR
+$2.5M
38,599
+29%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.9M
7,333
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
52,004
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。
+9%
减持
HGER
HARBOR ETF TRUST
-$1.7M
89,680
-42%
减持
ARKK
ARK ETF TR
+$1.6M
125,494
-0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$1.4M
26,167
-33%
建仓
—
ASSETMARK FINL HLDGS INC
+$1.2M
41,390
增持
VUG
VANGUARD INDEX FDS
+$1.2M
16,884
+13%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
56,287
+7%
建仓
SLV
ISHARES SILVER TR
+$1.1M
50,072
增持
VDC
VANGUARD WORLD FDS
+$973.0K
6,406
+368%
建仓
IYF
ISHARES TR
+$900.8K
10,547
建仓
IUSV
ISHARES TR
+$855.1K
10,140
增持
AAPL
APPLE INC
+$777.9K
29,663
+3%
建仓
IUSG
ISHARES TR
+$621.5K
5,970
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$611.7K
7,687
-55%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$610.8K
5,898
减持
IEI
ISHARES TR
-$532.7K
16,619
-24%
减持
XLP
SELECT SECTOR SPDR TR
-$503.4K
16,500
-33%
减持
—
EXCHANGE TRADED CONCEPTS TR
+$491.9K
105,696
-3%
增持
VGT
VANGUARD WORLD FDS
+$476.8K
3,004
+28%
增持
XLV
SELECT SECTOR SPDR TR
+$462.4K
32,549
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$434.1K
1,956
+69%
减持
GLDM
WORLD GOLD TR
-$433.7K
36,352
-31%
增持
IEF
ISHARES TR
+$422.9K
8,641
+93%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$402.7K
11,721
增持
VCR
VANGUARD WORLD FDS
+$398.4K
2,273
+108%
减持
XLU
SELECT SECTOR SPDR TR
-$383.7K
7,459
-49%
增持
XLC
SELECT SECTOR SPDR TR
+$368.5K
29,716
+9%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$366.7K
11,575
增持
VFH
VANGUARD WORLD FDS
+$354.5K
11,030
+34%
增持
VHT
VANGUARD WORLD FDS
+$354.4K
3,472
+58%
增持
JPM
JPMORGAN CHASE & CO
+$345.4K
11,792
+3%
建仓
IYC
ISHARES TR
+$345.2K
4,556
增持
MSFT
MICROSOFT CORP
+$331.1K
5,256
+1%
增持
VBR
VANGUARD INDEX FDS
+$311.1K
8,430
+11%
增持
VTI
VANGUARD INDEX FDS
+$308.7K
9,692
+3%
增持
VOX
VANGUARD WORLD FDS
+$297.4K
6,927
+41%
建仓
IEMG
ISHARES INC
+$289.4K
5,721
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$275.8K
29,480
-21%
减持
AMZN
AMAZON COM INC
+$273.5K
11,367
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$272.7K
4,873
+36%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$268.2K
5,600
减持
BAC
BANK AMERICA CORP
+$263.9K
54,846
-0%
增持
XLI
SELECT SECTOR SPDR TR
+$259.2K
4,613
+75%
减持
—
EXXON MOBIL CORP
-$258.3K
11,961
-3%
增持
VIS
VANGUARD WORLD FDS
+$257.7K
4,334
+21%
增持
IYJ
ISHARES TR
+$241.6K
4,806
+57%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$235.1K
19,768
-20%
清仓
SLB
SCHLUMBERGER LTD
-$227.4K
0
-100%
建仓
IWB
ISHARES TR
+$222.4K
848
清仓
ARKG
ARK ETF TR
-$220.2K
0
-100%
建仓
VDE
VANGUARD WORLD FDS
+$218.5K
1,863
减持
TFLO
ISHARES TR
-$216.4K
13,755
-23%
建仓
XLB
SELECT SECTOR SPDR TR
+$207.1K
2,421
建仓
BA
BOEING CO
+$205.4K
788
建仓
MUB
ISHARES TR
+$200.6K
1,850
增持
XLE
SELECT SECTOR SPDR TR
+$199.4K
6,744
+67%
减持
INFL
LISTED FD TR
+$198.3K
396,750
-2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$181.7K
11,283
-22%
增持
XLF
SELECT SECTOR SPDR TR
+$170.6K
35,969
+1%
增持
IRM
IRON MTN INC DEL
+$166.2K
11,474
+7%
增持
AMT
AMERICAN TOWER CORP NEW
+$157.0K
2,477
+8%
减持
TLT
ISHARES TR
-$155.0K
14,830
-19%
减持
META
META PLATFORMS INC
+$147.5K
2,749
-0%
减持
XLY
SELECT SECTOR SPDR TR
+$145.9K
9,127
-1%
减持
VBK
VANGUARD INDEX FDS
+$130.3K
5,351
-1%
减持
MSB
MESABI TR
-$126.9K
18,202
-27%
增持
ADBE
ADOBE INC
+$125.3K
881
+12%
减持
TTD
THE TRADE DESK INC
-$122.9K
7,225
-12%
增持
COST
COSTCO WHSL CORP NEW
+$117.0K
1,134
+2%
减持
NVDA
NVIDIA CORPORATION
+$102.4K
1,808
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$98.5K
8,697
-7%
增持
RXI
ISHARES TR
+$95.5K
5,046
+5%
增持
VAW
VANGUARD WORLD FDS
+$87.9K
2,044
+17%
增持
AVGO
BROADCOM INC
+$85.8K
283
+2%
减持
ACVA
ACV AUCTIONS INC
-$85.0K
1,242,921
-0%
减持
INTC
INTEL CORP
+$84.8K
6,589
-5%
增持
HD
HOME DEPOT INC
+$82.4K
1,728
+1%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$78.9K
8,980
-29%
清仓
SACH
SACHEM CAP CORP
-$75.7K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$64.0K
1,466
-2%
增持
IXP
ISHARES TR
+$60.0K
3,848
+16%
增持
NSC
NORFOLK SOUTHN CORP
+$57.7K
1,404
+1%
减持
GOOGL
ALPHABET INC
+$55.2K
6,830
-1%
减持
PFE
PFIZER INC
-$52.8K
9,125
-4%
减持
SCHV
SCHWAB STRATEGIC TR
-$49.8K
4,373
-21%
增持
GOOG
ALPHABET INC
+$47.9K
4,708
+1%
减持
TIP
ISHARES TR
-$46.6K
2,363
-18%
减持
MCD
MCDONALDS CORP
+$46.3K
1,841
-3%
减持
IYK
ISHARES TR
-$45.5K
1,575
-15%
增持
LLY
ELI LILLY & CO
+$44.5K
445
+11%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$37.9K
46,999
+1%
增持
NKE
NIKE INC
+$31.8K
2,458
+0%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
+$31.2K
4,347
-1%
减持
IEUR
ISHARES TR
-$30.3K
4,480
-20%
减持
RTX
RTX CORPORATION
+$29.1K
14,530
-12%
减持
GLD
SPDR GOLD TR
+$26.2K
1,623
-2%
减持
ABBV
ABBVIE INC
-$24.8K
4,884
-7%
减持
BOTZ
GLOBAL X FDS
+$24.0K
14,249
-8%
增持
CAT
CATERPILLAR INC
+$23.8K
808
+3%
减持
JNJ
JOHNSON & JOHNSON
-$23.5K
3,372
-5%
减持
IWV
ISHARES TR
-$21.4K
843
-18%
增持
MRK
MERCK & CO INC
+$19.3K
3,139
+0%
减持
IWM
ISHARES TR
-$17.7K
1,136
-18%
增持
CSCO
CISCO SYS INC
-$16.9K
5,283
+0%
减持
HON
HONEYWELL INTL INC
+$16.6K
1,183
-6%
减持
LOW
LOWES COS INC
+$14.9K
1,039
-0%
减持
SPYG
SPDR SER TR
-$14.8K
8,565
-11%
减持
IWF
ISHARES TR
+$11.7K
888
-8%
减持
ABT
ABBOTT LABS
-$7.0K
3,757
-13%
减持
MLPX
GLOBAL X FDS
+$6.8K
13,323
-4%
减持
PG
PROCTER AND GAMBLE CO
-$4.4K
3,945
-1%
减持
LQD
ISHARES TR
+$3.9K
2,056
-6%
增持
ORCL
ORACLE CORP
-$1.6K
3,660
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$903
474
-5%
