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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 113 项
建仓 12
增持 32
减持 62
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.0M
71,611
+17%
增持
JAAA
JANUS DETROIT STR TR
+$5.8M
120,946
+1715%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$4.0M
24,062
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。
+2%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$2.7M
472,452
增持
INFL
LISTED FD TR
+$2.6M
412,487
+4%
建仓
MPLX
MPLX LP
+$1.6M
36,209
增持
PAAA
PGIM ETF TR
+$1.5M
34,907
+613%
减持
IEI
ISHARES TR
-$1.4M
4,493
-74%
清仓
—
ASSETMARK FINL HLDGS INC
-$1.4M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$1.4M
32,466
-16%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
67,050
+4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.3M
6,158
-79%
清仓
IEF
ISHARES TR
-$1.3M
0
-100%
减持
TLT
ISHARES TR
-$1.1M
3,535
-77%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$1.1M
4,613
-76%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$925.6K
299,215
-1%
减持
ACVA
ACV AUCTIONS INC
+$880.1K
1,098,993
-7%
减持
XLV
SELECT SECTOR SPDR TR
-$823.7K
24,582
-22%
建仓
JBBB
JANUS DETROIT STR TR
+$823.4K
16,822
增持
ET
ENERGY TRANSFER L P
+$785.1K
69,127
+246%
清仓
MLPX
GLOBAL X FDS
-$778.2K
0
-100%
减持
GLDM
WORLD GOLD TR
-$768.0K
22,832
-46%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$624.4K
0
-100%
减持
AAPL
APPLE INC
+$613.1K
27,478
-0%
减持
XLC
SELECT SECTOR SPDR TR
-$592.2K
22,802
-26%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$591.4K
3,713
-67%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$547.9K
68,227
+37%
建仓
IXN
ISHARES TR
+$538.2K
6,521
增持
VUG
VANGUARD INDEX FDS
+$474.0K
20,559
+4%
减持
XLY
SELECT SECTOR SPDR TR
-$397.3K
7,796
-27%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$371.6K
23,706
-1%
增持
IRM
IRON MTN INC DEL
+$359.9K
11,641
+2%
建仓
DMLP
DORCHESTER MINERALS LP
+$331.1K
10,983
减持
IYW
ISHARES TR
-$319.0K
3,778
-36%
减持
ARKK
ARK ETF TR
+$298.1K
115,790
-2%
减持
RTX
RTX CORPORATION
+$282.8K
14,368
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$263.2K
8,643
-33%
清仓
IAI
ISHARES TR
-$254.8K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$247.7K
424
清仓
IEUR
ISHARES TR
-$246.9K
0
-100%
增持
VIS
VANGUARD WORLD FD
+$239.7K
5,490
+9%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$220.6K
5,930
建仓
NEE
NEXTERA ENERGY INC
+$213.7K
2,528
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$204.2K
14,014
建仓
TJX
TJX COS INC NEW
+$202.1K
1,719
清仓
INTC
INTEL CORP
-$201.6K
0
-100%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$200.7K
10,000
增持
VCR
VANGUARD WORLD FD
+$188.0K
2,697
+15%
减持
XLU
SELECT SECTOR SPDR TR
-$186.1K
4,122
-46%
减持
META
META PLATFORMS INC
+$163.9K
2,564
-1%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$145.6K
28,118
+3%
减持
VBR
VANGUARD INDEX FDS
+$142.4K
8,519
-1%
减持
VTI
VANGUARD INDEX FDS
+$136.9K
9,599
-1%
增持
ABBV
ABBVIE INC
+$131.6K
4,879
+1%
增持
VBK
VANGUARD INDEX FDS
+$121.6K
5,571
+2%
减持
—
LAM RESEARCH CORP
-$118.3K
424
-3%
减持
WMT
WALMART INC
+$114.8K
9,351
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$113.6K
12,179
+0%
增持
GOOGL
ALPHABET INC
-$107.6K
6,620
+0%
增持
ORCL
ORACLE CORP
+$107.2K
3,664
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$105.5K
48,829
-13%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$99.9K
4,821
+3%
建仓
SACH
SACHEM CAP CORP
+$97.3K
38,621
减持
MSFT
MICROSOFT CORP
-$96.9K
5,737
-0%
减持
AMT
AMERICAN TOWER CORP NEW
+$90.2K
2,504
-1%
减持
AMZN
AMAZON COM INC
-$89.3K
11,037
-1%
增持
VGT
VANGUARD WORLD FD
+$83.4K
4,040
+2%
减持
MCD
MCDONALDS CORP
+$80.4K
1,888
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$79.7K
7,775
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$76.3K
2,001
+0%
减持
SLV
ISHARES SILVER TR
+$68.2K
50,500
-2%
减持
VDC
VANGUARD WORLD FD
+$64.9K
6,410
-3%
增持
CARR
CARRIER GLOBAL CORPORATION
+$61.2K
3,326
+2%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$60.3K
11,487
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$59.7K
2,002
+0%
增持
SBUX
STARBUCKS CORP
+$55.2K
2,781
+0%
减持
SPYG
SPDR SER TR
-$54.0K
8,166
-11%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$53.0K
9,831
-12%
减持
LOW
LOWES COS INC
+$51.7K
1,056
-1%
减持
VOX
VANGUARD WORLD FD
+$50.6K
7,477
-0%
减持
JNJ
JOHNSON & JOHNSON
+$48.7K
3,202
-0%
增持
NSC
NORFOLK SOUTHN CORP
+$46.0K
1,358
+0%
减持
CAT
CATERPILLAR INC
+$46.0K
834
-1%
减持
XLI
SELECT SECTOR SPDR TR
+$45.8K
5,240
-4%
减持
GLD
SPDR GOLD TR
+$45.4K
2,025
-3%
减持
NVDA
NVIDIA CORPORATION
-$42.5K
18,171
-0%
增持
HGER
HARBOR ETF TRUST
+$40.9K
133,050
+1%
减持
VAW
VANGUARD WORLD FD
+$39.3K
2,320
-1%
减持
VDE
VANGUARD WORLD FD
-$37.4K
2,696
-6%
减持
ADBE
ADOBE INC
-$35.2K
770
-1%
增持
MRK
MERCK & CO INC
-$34.6K
3,409
+0%
减持
IWV
ISHARES TR
-$32.6K
657
-18%
减持
PG
PROCTER AND GAMBLE CO
+$31.0K
4,032
-0%
增持
IVV
ISHARES TR
+$29.9K
493
+6%
减持
SCHV
SCHWAB STRATEGIC TR
-$29.6K
3,082
-18%
增持
AVGO
BROADCOM INC
+$29.2K
2,440
+900%
减持
CSCO
CISCO SYS INC
+$27.2K
5,179
-1%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$26.7K
5,799
-3%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$24.7K
35,662
-1%
减持
VPU
VANGUARD WORLD FD
+$22.6K
1,443
-7%
减持
BAC
BANK AMERICA CORP
-$22.1K
60,232
-1%
减持
IYJ
ISHARES TR
+$19.7K
4,346
-8%
减持
XLB
SELECT SECTOR SPDR TR
+$18.0K
2,422
-1%
减持
IYF
ISHARES TR
+$17.5K
9,552
-7%
减持
CVX
CHEVRON CORP NEW
-$16.5K
1,518
-1%
减持
BOTZ
GLOBAL X FDS
+$12.3K
13,264
-1%
减持
DIS
DISNEY WALT CO
-$11.2K
2,118
-2%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$7.4K
10,381
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$7.0K
6,728
+5%
减持
IWF
ISHARES TR
+$5.7K
964
-1%
减持
PFE
PFIZER INC
+$5.4K
8,422
-1%
减持
PEP
PEPSICO INC
-$4.9K
1,951
-4%
减持
TIP
ISHARES TR
-$4.7K
2,222
-5%
