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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 127 项
建仓 11
增持 57
减持 49
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$6.7M
294,713
-2%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$6.6M
25,194
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.9M
85,667
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。
+20%
建仓
LB
LANDBRIDGE COMPANY LLC
+$5.1M
78,253
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$4.4M
105,189
增持
JAAA
JANUS DETROIT STR TR
+$3.1M
182,124
+51%
清仓
HGER
HARBOR ETF TRUST
-$3.0M
0
-100%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$2.7M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$2.5M
25,223
+23%
增持
INFL
LISTED FD TR
+$2.0M
460,415
+12%
减持
PAAA
PGIM ETF TR
-$1.5M
5,301
-85%
增持
ARKK
ARK ETF TR
+$1.5M
122,800
+6%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
76,422
+14%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$994.0K
29,791
+6%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$968.6K
20,067
-15%
减持
ACVA
ACV AUCTIONS INC
-$706.5K
1,001,669
-9%
增持
AMZN
AMAZON COM INC
+$594.8K
12,085
+9%
建仓
VOO
VANGUARD INDEX FDS
+$575.0K
1,067
清仓
IEI
ISHARES TR
-$537.4K
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$478.0K
7,025
+26%
减持
XLV
SELECT SECTOR SPDR TR
-$470.4K
24,102
-2%
建仓
KHC
KRAFT HEINZ CO
+$466.4K
15,188
增持
JBBB
JANUS DETROIT STR TR
+$401.7K
24,921
+48%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$388.0K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$382.5K
4,426
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$369.3K
12,254
+1%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$361.6K
0
-100%
清仓
TLT
ISHARES TR
-$346.7K
0
-100%
清仓
—
LAM RESEARCH CORP
-$346.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$330.3K
18,892
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$318.9K
6,505
+35%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$310.9K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$299.3K
10,141
+19%
建仓
LRCX
LAM RESEARCH CORP
+$288.9K
4,000
减持
MPLX
MPLX LP
-$272.9K
27,935
-23%
建仓
MUB
ISHARES TR
+$271.7K
2,550
减持
AAPL
APPLE INC
+$264.9K
26,624
-3%
建仓
NFLX
NETFLIX INC
+$260.3K
292
增持
XLK
SELECT SECTOR SPDR TR
+$258.1K
32,633
+1%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$255.1K
2,215
减持
RTX
RTX CORPORATION
-$254.6K
12,843
-11%
减持
IYW
ISHARES TR
-$238.6K
2,095
-45%
增持
XLF
SELECT SECTOR SPDR TR
+$233.0K
50,610
+4%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$223.3K
7,968
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$220.6K
0
-100%
增持
BAC
BANK AMERICA CORP
+$218.1K
60,442
+0%
建仓
OKE
ONEOK INC NEW
+$215.0K
2,141
清仓
NEE
NEXTERA ENERGY INC
-$213.7K
0
-100%
增持
AVGO
BROADCOM INC
+$208.3K
2,714
+11%
建仓
TSLA
TESLA INC
+$207.2K
513
减持
ET
ENERGY TRANSFER L P
+$195.9K
66,637
-4%
增持
MSFT
MICROSOFT CORP
+$189.4K
6,306
+10%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$184.1K
69,202
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$177.0K
2,210
-12%
增持
GOOGL
ALPHABET INC
+$176.9K
6,735
+2%
增持
GOOG
ALPHABET INC
+$160.2K
5,163
+5%
减持
SLV
ISHARES SILVER TR
-$148.4K
48,855
-3%
增持
IRM
IRON MTN INC DEL
-$147.2K
11,760
+1%
减持
XLC
SELECT SECTOR SPDR TR
+$142.5K
22,764
-0%
增持
VTI
VANGUARD INDEX FDS
+$141.8K
9,869
+3%
减持
ADBE
ADOBE INC
-$133.7K
596
-23%
增持
VDE
VANGUARD WORLD FD
+$121.0K
3,719
+38%
增持
—
EXXON MOBIL CORP
-$117.1K
12,194
+0%
减持
ABBV
ABBVIE INC
-$113.7K
4,782
-2%
减持
VAW
VANGUARD WORLD FD
-$109.5K
2,029
-13%
减持
XLY
SELECT SECTOR SPDR TR
+$108.9K
7,448
-4%
减持
XLE
SELECT SECTOR SPDR TR
-$98.3K
5,749
-15%
减持
MSB
MESABI TR
+$96.7K
18,105
-1%
减持
VFH
VANGUARD WORLD FD
+$95.0K
12,234
-0%
减持
—
CONFLUENT INC
+$90.4K
36,397
-20%
增持
IYF
ISHARES TR
+$90.3K
9,792
+3%
减持
VCR
VANGUARD WORLD FD
+$89.6K
2,685
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$89.1K
7,992
-8%
增持
IYC
ISHARES TR
+$86.8K
5,362
+10%
增持
GLDM
WORLD GOLD TR
+$78.5K
24,404
+7%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$74.5K
5,514
-5%
减持
WMT
WALMART INC
+$74.2K
9,179
-2%
增持
VHT
VANGUARD WORLD FD
-$74.1K
3,828
+3%
减持
VOX
VANGUARD WORLD FD
+$71.4K
7,476
-0%
减持
SACH
SACHEM CAP CORP
-$70.3K
20,000
-48%
减持
JNJ
JOHNSON & JOHNSON
-$69.8K
3,106
-3%
增持
V
VISA INC
+$59.3K
954
+8%
减持
—
HOLOGIC INC
-$56.3K
5,830
-0%
增持
TTD
THE TRADE DESK INC
+$54.8K
6,181
+1%
减持
XLI
SELECT SECTOR SPDR TR
-$53.8K
4,978
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$53.4K
2,051
+2%
减持
XLU
SELECT SECTOR SPDR TR
-$51.7K
3,716
-10%
减持
MRK
MERCK & CO INC
-$48.7K
3,402
-0%
减持
PEP
PEPSICO INC
-$48.5K
1,863
-5%
增持
QCOM
QUALCOMM INC
-$43.5K
2,703
+0%
增持
SPYG
SPDR SER TR
+$41.4K
8,176
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$41.2K
425
+0%
减持
IUSV
ISHARES TR
-$41.1K
9,897
-1%
增持
META
META PLATFORMS INC
+$40.6K
2,577
+1%
增持
CARR
CARRIER GLOBAL CORPORATION
-$37.9K
3,366
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$36.6K
499
+4%
增持
XLB
SELECT SECTOR SPDR TR
+$36.3K
3,206
+32%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$34.6K
2,010
+0%
减持
PFE
PFIZER INC
-$33.8K
7,912
-6%
增持
UNH
UNITEDHEALTH GROUP INC
-$33.5K
618
+4%
减持
RXI
ISHARES TR
+$33.2K
5,111
-0%
减持
IUSG
ISHARES TR
+$32.6K
5,885
-1%
减持
MCD
MCDONALDS CORP
-$30.1K
1,879
-0%
减持
IVV
ISHARES TR
-$27.7K
436
-12%
增持
LLY
ELI LILLY & CO
-$27.0K
447
+6%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$26.3K
10,991
-4%
增持
UNP
UNION PAC CORP
-$23.6K
1,495
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$22.6K
7,511
-3%
增持
HD
HOME DEPOT INC
-$21.2K
1,884
+1%
减持
CSCO
CISCO SYS INC
+$18.2K
4,963
-4%
减持
COST
COSTCO WHSL CORP NEW
-$18.1K
964
-5%
增持
VIS
VANGUARD WORLD FD
+$16.4K
5,677
+3%
减持
TIP
ISHARES TR
-$16.3K
2,151
-3%
增持
TJX
TJX COS INC NEW
+$16.0K
1,805
+5%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$14.4K
10,657
+3%
增持
SBUX
STARBUCKS CORP
-$13.9K
2,819
+1%
增持
VDC
VANGUARD WORLD FD
-$11.9K
6,569
+2%
增持
BOTZ
GLOBAL X FDS
+$11.7K
13,714
+3%
增持
ORCL
ORACLE CORP
-$9.1K
3,692
+1%
减持
IXP
ISHARES TR
+$7.6K
3,801
-1%
增持
VPU
VANGUARD WORLD FD
-$6.7K
1,496
+4%
增持
SCHV
SCHWAB STRATEGIC TR
-$6.7K
9,246
+200%
减持
IWB
ISHARES TR
-$6.3K
808
-5%
减持
ABT
ABBOTT LABS
-$4.2K
3,767
-0%
减持
DIS
DISNEY WALT CO
-$3.6K
1,797
-15%
减持
IYJ
ISHARES TR
-$2.7K
4,331
-0%
增持
CVX
CHEVRON CORP NEW
-$502
1,540
+1%
