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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 111 项
建仓 7
增持 60
减持 41
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$4.2M
23,503
+4%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$3.2M
301,202
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
61,344
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。
+11%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
19,837
+17%
增持
HGER
HARBOR ETF TRUST
+$1.1M
131,883
+55%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
64,590
+13%
减持
ARKK
ARK ETF TR
-$996.8K
118,438
-4%
减持
ACVA
ACV AUCTIONS INC
-$889.4K
1,176,021
-1%
减持
AAPL
APPLE INC
+$840.8K
27,487
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$745.6K
38,683
+1%
增持
NVDA
NVIDIA CORPORATION
+$614.6K
18,206
+906%
增持
INFL
LISTED FD TR
+$437.0K
395,583
+3%
增持
VGT
VANGUARD WORLD FD
+$410.1K
3,965
+11%
增持
IYW
ISHARES TR
+$362.4K
5,926
+51%
建仓
JAAA
JANUS DETROIT STR TR
+$339.1K
6,664
增持
XLF
SELECT SECTOR SPDR TR
+$303.0K
56,395
+18%
增持
GLDM
WORLD GOLD TR
+$276.4K
42,488
+11%
建仓
IAI
ISHARES TR
+$254.8K
2,179
建仓
PAAA
PGIM ETF TR
+$250.4K
4,899
增持
XLY
SELECT SECTOR SPDR TR
+$247.7K
10,741
+15%
增持
XLC
SELECT SECTOR SPDR TR
+$245.1K
30,977
+5%
减持
XLV
SELECT SECTOR SPDR TR
-$241.5K
31,628
-4%
清仓
IWM
ISHARES TR
-$238.9K
0
-100%
增持
GOOGL
ALPHABET INC
+$209.7K
6,619
+0%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$209.6K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$207.7K
4,729
建仓
CARR
CARRIER GLOBAL CORPORATION
+$206.5K
3,274
建仓
DOV
DOVER CORP
+$202.9K
1,124
增持
SLV
ISHARES SILVER TR
+$202.6K
51,429
+1%
清仓
NKE
NIKE INC
-$200.8K
0
-100%
增持
MSFT
MICROSOFT CORP
+$173.3K
5,740
+1%
建仓
BCSF
BAIN CAP SPECIALTY FIN INC
+$164.9K
10,110
增持
ARKB
ARK 21SHARES BITCOIN ETF
-$158.1K
27,326
+8%
增持
GOOG
ALPHABET INC
+$153.9K
4,923
+0%
减持
QQQ
INVESCO QQQ TR
-$133.6K
1,078
-26%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$123.9K
19,138
-6%
增持
IRM
IRON MTN INC DEL
+$122.5K
11,419
+2%
增持
GLD
SPDR GOLD TR
+$112.9K
2,078
+28%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$112.0K
28,678
-6%
增持
BAC
BANK AMERICA CORP
+$111.4K
60,667
+0%
增持
SPYG
SPDR SER TR
+$107.7K
9,126
+7%
增持
VIS
VANGUARD WORLD FD
+$102.8K
5,051
+14%
减持
AMZN
AMAZON COM INC
+$102.7K
11,104
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$100.4K
7,767
-0%
减持
INTC
INTEL CORP
-$99.9K
6,508
-5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$99.3K
49,628
+8%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$96.6K
23,964
-2%
减持
COST
COSTCO WHSL CORP NEW
+$96.0K
1,017
-3%
增持
VFH
VANGUARD WORLD FD
+$93.7K
12,278
+11%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$90.2K
36,000
+3%
减持
VBR
VANGUARD INDEX FDS
-$80.6K
8,591
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$79.2K
4,209
-26%
增持
WMT
WALMART INC
+$74.2K
9,457
+0%
增持
VOX
VANGUARD WORLD FD
+$74.0K
7,500
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$68.2K
5,448
+15%
增持
MLPX
GLOBAL X FDS
+$66.4K
15,243
+5%
增持
XLP
SELECT SECTOR SPDR TR
+$65.8K
12,805
+7%
减持
JNJ
JOHNSON & JOHNSON
-$64.7K
3,218
-5%
减持
AVGO
BROADCOM INC
+$64.4K
244
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$62.7K
2,001
+2%
减持
VTI
VANGUARD INDEX FDS
+$62.3K
9,649
-0%
减持
ABBV
ABBVIE INC
-$57.9K
4,850
-1%
增持
ORCL
ORACLE CORP
+$57.3K
3,663
+0%
减持
DIS
DISNEY WALT CO
-$56.1K
2,165
-2%
增持
NSC
NORFOLK SOUTHN CORP
-$54.4K
1,357
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$51.9K
3,743
-14%
增持
XLE
SELECT SECTOR SPDR TR
+$47.5K
6,404
+13%
增持
RTX
RTX CORPORATION
+$45.4K
14,524
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$40.4K
12,135
+1%
减持
SBUX
STARBUCKS CORP
-$39.5K
2,774
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$35.4K
8,081
-5%
减持
IUSV
ISHARES TR
-$33.4K
10,027
-1%
减持
TTD
THE TRADE DESK INC
-$33.4K
6,125
-15%
增持
VAW
VANGUARD WORLD FD
+$32.7K
2,343
+14%
增持
TLT
ISHARES TR
-$30.7K
15,447
+1%
增持
VBK
VANGUARD INDEX FDS
-$29.2K
5,469
+2%
增持
IXP
ISHARES TR
+$28.8K
3,823
+4%
减持
NOC
NORTHROP GRUMMAN CORP
-$27.8K
607
-1%
增持
MRK
MERCK & CO INC
-$27.5K
3,407
+0%
减持
BOTZ
GLOBAL X FDS
-$26.0K
13,424
-3%
增持
IYC
ISHARES TR
+$25.6K
4,875
+8%
增持
XLU
SELECT SECTOR SPDR TR
+$24.8K
7,617
+1%
增持
FXH
FIRST TR EXCHANGE TRADED FD
-$24.4K
5,951
+1%
减持
IEI
ISHARES TR
-$23.3K
17,181
-1%
增持
RXI
ISHARES TR
-$23.0K
5,123
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$21.9K
2,000
+0%
减持
PFE
PFIZER INC
-$21.7K
8,518
-9%
增持
IYJ
ISHARES TR
-$21.5K
4,699
+1%
减持
IEUR
ISHARES TR
-$20.0K
4,336
-6%
减持
XLB
SELECT SECTOR SPDR TR
-$18.3K
2,439
-3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$18.0K
11,289
-1%
减持
IYF
ISHARES TR
-$15.6K
10,309
-0%
减持
CSCO
CISCO SYS INC
-$15.4K
5,230
-1%
减持
META
META PLATFORMS INC
+$14.3K
2,586
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$13.4K
479
+0%
增持
VDC
VANGUARD WORLD FD
+$12.9K
6,578
+2%
减持
—
LAM RESEARCH CORP
+$11.5K
436
-6%
增持
HON
HONEYWELL INTL INC
+$10.9K
1,267
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$10.5K
4,684
-1%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$9.9K
11,543
+1%
减持
PG
PROCTER AND GAMBLE CO
+$8.6K
4,047
-0%
增持
VDE
VANGUARD WORLD FD
-$7.9K
2,881
+1%
减持
VPU
VANGUARD WORLD FD
+$6.7K
1,545
-1%
增持
VHT
VANGUARD WORLD FD
-$5.7K
3,704
+1%
增持
VCR
VANGUARD WORLD FD
-$5.0K
2,338
+1%
增持
IEF
ISHARES TR
+$3.5K
13,393
+1%
减持
IWV
ISHARES TR
-$2.7K
801
-4%
减持
IWF
ISHARES TR
+$1.9K
977
-7%
增持
IYK
ISHARES TR
-$1.3K
4,704
+2%
增持
TIP
ISHARES TR
-$1.3K
2,343
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$171
2,532
+2%
