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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 123 项
建仓 12
增持 63
减持 42
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$19.2M
303,808
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.6M
55,118
+6%
减持
ACVA
ACV AUCTIONS INC
+$3.5M
1,190,826
-4%
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。
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$1.8M
25,318
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$1.5M
22,596
+208%
清仓
—
EXCHANGE TRADED CONCEPTS TR
-$1.2M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$883.6K
57,095
+1%
减持
AAPL
APPLE INC
-$762.7K
28,857
-3%
增持
NVDA
NVIDIA CORPORATION
+$739.2K
1,809
+0%
清仓
TFLO
ISHARES TR
-$694.2K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$662.9K
47,848
+33%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$659.8K
8,535
增持
VUG
VANGUARD INDEX FDS
+$607.6K
17,014
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$576.0K
38,438
-0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$455.2K
24,537
-6%
增持
VGT
VANGUARD WORLD FD
+$422.2K
3,578
+19%
增持
IEF
ISHARES TR
+$417.9K
13,214
+53%
增持
MSFT
MICROSOFT CORP
+$415.7K
5,686
+8%
增持
XLV
SELECT SECTOR SPDR TR
+$412.3K
32,839
+1%
增持
JPM
JPMORGAN CHASE & CO
+$408.2K
12,052
+2%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$406.5K
2,680
-65%
增持
BAC
BANK AMERICA CORP
+$399.6K
60,427
+10%
减持
ARKK
ARK ETF TR
-$370.0K
123,845
-1%
减持
META
META PLATFORMS INC
+$316.7K
2,656
-3%
减持
AMZN
AMAZON COM INC
+$316.1K
11,327
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$273.7K
11,980
-27%
建仓
DIS
DISNEY WALT CO
+$271.0K
2,215
减持
XLC
SELECT SECTOR SPDR TR
+$249.2K
29,493
-1%
建仓
V
VISA INC
+$245.9K
881
建仓
IVV
ISHARES TR
+$244.5K
465
建仓
BCDF
LISTED FD TR
+$244.4K
9,777
清仓
LQD
ISHARES TR
-$227.5K
0
-100%
建仓
VPU
VANGUARD WORLD FD
+$221.9K
1,556
增持
—
EXXON MOBIL CORP
+$221.0K
12,189
+2%
清仓
MLPA
GLOBAL X FDS
-$215.6K
0
-100%
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$209.9K
1,557
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$209.8K
377
建仓
FICO
FAIR ISAAC CORP
+$208.7K
167
清仓
BA
BOEING CO
-$205.4K
0
-100%
清仓
MUB
ISHARES TR
-$200.6K
0
-100%
增持
GLDM
WORLD GOLD TR
+$194.8K
38,182
+5%
减持
RTX
RTX CORPORATION
+$190.1K
14,484
-0%
建仓
—
INTENSITY THERAPEUTICS INC
+$165.4K
31,800
增持
VDE
VANGUARD WORLD FD
+$157.0K
2,851
+53%
增持
VOX
VANGUARD WORLD FD
+$147.0K
7,335
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$138.7K
30,583
+4%
增持
ABBV
ABBVIE INC
+$132.9K
4,886
+0%
减持
ADBE
ADOBE INC
-$131.5K
781
-11%
增持
VBR
VANGUARD INDEX FDS
+$131.5K
8,592
+2%
增持
VIS
VANGUARD WORLD FD
+$129.9K
4,445
+3%
增持
VHT
VANGUARD WORLD FD
+$120.5K
3,663
+6%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$119.7K
20,303
+3%
增持
MLPX
GLOBAL X FDS
+$117.4K
14,530
+9%
增持
HD
HOME DEPOT INC
+$115.0K
1,861
+8%
增持
VFH
VANGUARD WORLD FD
+$115.0K
11,062
+0%
增持
MRK
MERCK & CO INC
+$107.1K
3,405
+8%
增持
VBK
VANGUARD INDEX FDS
+$103.5K
5,359
+0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$100.5K
45,884
-2%
增持
VDC
VANGUARD WORLD FD
+$99.3K
6,479
+1%
减持
IRM
IRON MTN INC DEL
+$98.0K
11,232
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$96.6K
1,962
+0%
减持
IYF
ISHARES TR
+$89.7K
10,356
-2%
增持
GOOG
ALPHABET INC
+$85.6K
4,920
+5%
增持
QCOM
QUALCOMM INC
+$85.2K
2,697
+5%
增持
IWF
ISHARES TR
+$85.0K
1,051
+18%
增持
WMT
WALMART INC
+$83.1K
9,410
+207%
增持
PG
PROCTER AND GAMBLE CO
+$80.8K
4,061
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$79.5K
9,307
+2%
增持
ORCL
ORACLE CORP
+$74.0K
3,662
+0%
增持
SLV
ISHARES SILVER TR
+$73.3K
51,160
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$70.0K
4,730
+3%
增持
CAT
CATERPILLAR INC
+$69.2K
841
+4%
减持
LLY
ELI LILLY & CO
+$67.3K
420
-6%
减持
SPYG
SPDR SER TR
+$66.3K
8,524
-0%
减持
NKE
NIKE INC
-$66.0K
2,137
-13%
增持
IEI
ISHARES TR
+$60.6K
17,332
+4%
减持
GE
GENERAL ELECTRIC CO
+$60.2K
1,678
-9%
减持
QQQ
INVESCO QQQ TR
+$49.7K
1,464
-0%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$44.4K
34,940
-4%
增持
VCR
VANGUARD WORLD FD
+$43.0K
2,314
+2%
增持
AMT
AMERICAN TOWER CORP NEW
-$42.7K
2,490
+1%
减持
GOOGL
ALPHABET INC
+$41.8K
6,598
-3%
增持
LOW
LOWES COS INC
+$39.5K
1,063
+2%
减持
—
LAM RESEARCH CORP
+$38.4K
466
-12%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$35.1K
4,740
-3%
减持
BOTZ
GLOBAL X FDS
+$34.1K
13,837
-3%
减持
IYJ
ISHARES TR
+$33.2K
4,636
-4%
增持
VAW
VANGUARD WORLD FD
+$30.4K
2,048
+0%
增持
INTC
INTEL CORP
-$29.6K
6,825
+4%
减持
XLE
SELECT SECTOR SPDR TR
-$29.2K
5,680
-16%
增持
PEP
PEPSICO INC
+$28.0K
2,041
+5%
增持
XLB
SELECT SECTOR SPDR TR
+$26.6K
2,516
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$26.3K
478
+1%
减持
IYC
ISHARES TR
+$25.5K
4,522
-1%
减持
PAYX
PAYCHEX INC
-$24.3K
2,700
-10%
减持
IXP
ISHARES TR
+$23.5K
3,692
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$23.3K
7,800
-10%
减持
SCHV
SCHWAB STRATEGIC TR
+$22.6K
4,332
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$21.8K
7,528
+1%
增持
IEUR
ISHARES TR
+$20.5K
4,615
+3%
减持
COST
COSTCO WHSL CORP NEW
+$20.1K
1,049
-7%
减持
IWV
ISHARES TR
+$19.2K
833
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$18.9K
5,724
+2%
增持
TLT
ISHARES TR
-$17.9K
15,308
+3%
增持
ABT
ABBOTT LABS
+$15.4K
3,774
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$14.6K
592
+1%
减持
NSC
NORFOLK SOUTHN CORP
+$13.9K
1,356
-3%
增持
HON
HONEYWELL INTL INC
+$11.6K
1,265
+7%
减持
AVGO
BROADCOM INC
+$11.5K
247
-13%
增持
NOC
NORTHROP GRUMMAN CORP
+$10.6K
611
+1%
增持
SBUX
STARBUCKS CORP
-$10.0K
2,795
+1%
增持
IYK
ISHARES TR
+$8.7K
4,593
+192%
减持
UNP
UNION PAC CORP
-$8.4K
1,479
-2%
增持
JNJ
JOHNSON & JOHNSON
+$6.6K
3,382
+0%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$5.1K
11,454
-1%
减持
INFL
LISTED FD TR
+$4.9K
383,620
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.2K
11,431
+1%
增持
CSCO
CISCO SYS INC
-$3.0K
5,288
+0%
增持
PFE
PFIZER INC
-$2.6K
9,372
+3%
减持
TIP
ISHARES TR
-$2.6K
2,341
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.4K
1,999
-7%
增持
MCD
MCDONALDS CORP
+$954
1,940
+5%
减持
HGER
HARBOR ETF TRUST
+$547
84,825
-5%
