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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 118 项
建仓 2
增持 69
减持 36
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.5M
90,677
+6%
减持
ACVA
ACV AUCTIONS INC
-$7.5M
1,000,964
-0%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$6.3M
25,806
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%
增持
JAAA
JANUS DETROIT STR TR
+$4.3M
267,051
+47%
增持
LB
LANDBRIDGE COMPANY LLC
+$3.9M
124,438
+59%
建仓
JSI
JANUS DETROIT STR TR
+$3.6M
68,257
减持
ARKK
ARK ETF TR
-$3.4M
75,398
-39%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$2.7M
292,881
-1%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$2.5M
0
-100%
增持
INFL
LISTED FD TR
+$2.3M
487,659
+6%
增持
VTV
VANGUARD INDEX FDS
+$1.7M
85,026
+11%
清仓
JBBB
JANUS DETROIT STR TR
-$1.2M
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$466.4K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$445.8K
34,589
+6%
减持
AMZN
AMAZON COM INC
-$426.8K
11,692
-3%
减持
VGT
VANGUARD WORLD FD
-$379.2K
4,375
-1%
增持
VUG
VANGUARD INDEX FDS
+$356.0K
28,879
+14%
清仓
IYW
ISHARES TR
-$334.2K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$321.8K
72,992
+5%
减持
XLY
SELECT SECTOR SPDR TR
-$290.7K
6,990
-6%
清仓
PAAA
PGIM ETF TR
-$271.4K
0
-100%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$269.4K
113,315
+8%
增持
GLDM
WORLD GOLD TR
+$259.1K
24,687
+1%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$255.1K
0
-100%
增持
ARKB
ARK 21SHARES BITCOIN ETF
-$255.0K
30,701
+3%
增持
MSFT
MICROSOFT CORP
-$244.2K
6,430
+2%
减持
GOOGL
ALPHABET INC
-$237.2K
6,711
-0%
增持
SLV
ISHARES SILVER TR
+$233.9K
49,056
+0%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$223.3K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$218.4K
24,204
+0%
增持
RTX
RTX CORPORATION
+$215.5K
12,847
+0%
清仓
DOV
DOVER CORP
-$210.9K
0
-100%
建仓
USAC
USA COMPRESSION PARTNERS LP
+$210.6K
7,804
增持
VOO
VANGUARD INDEX FDS
+$208.9K
1,525
+43%
清仓
TSLA
TESLA INC
-$207.2K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$206.5K
0
-100%
清仓
DIS
DISNEY WALT CO
-$200.1K
0
-100%
增持
VBK
VANGUARD INDEX FDS
-$191.6K
7,054
+0%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$183.4K
33,657
-6%
增持
BAC
BANK AMERICA CORP
+$181.7K
67,453
+12%
增持
IRM
IRON MTN INC DEL
-$177.1K
12,308
+5%
增持
META
META PLATFORMS INC
+$163.2K
2,901
+13%
增持
ABBV
ABBVIE INC
+$154.0K
4,791
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$148.5K
7,332
+13%
增持
GOOG
ALPHABET INC
-$139.6K
5,400
+5%
减持
—
EXXON MOBIL CORP
+$137.3K
12,184
-0%
增持
HON
HONEYWELL INTL INC
+$136.0K
1,994
+57%
增持
V
VISA INC
+$121.5K
1,207
+27%
增持
XLF
SELECT SECTOR SPDR TR
+$116.2K
51,439
+2%
增持
VBR
VANGUARD INDEX FDS
-$113.0K
10,181
+0%
减持
SPYG
SPDR SER TR
-$104.2K
7,646
-6%
增持
MCD
MCDONALDS CORP
+$99.3K
2,062
+10%
增持
AVGO
BROADCOM INC
-$89.9K
3,221
+19%
减持
VOX
VANGUARD WORLD FD
-$88.1K
7,213
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$87.6K
12,332
+1%
减持
IYC
ISHARES TR
-$85.5K
4,868
-9%
增持
ORCL
ORACLE CORP
-$83.4K
3,804
+3%
增持
VDE
VANGUARD WORLD FD
+$79.5K
4,091
+10%
增持
IAU
ISHARES GOLD TR
+$76.5K
5,269
+11%
增持
AAPL
APPLE INC
+$74.1K
30,348
+14%
增持
JNJ
JOHNSON & JOHNSON
+$72.4K
3,145
+1%
增持
ET
ENERGY TRANSFER L P
-$66.5K
66,646
+0%
减持
ABT
ABBOTT LABS
+$66.0K
3,710
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$59.2K
2,043
-0%
增持
NVDA
NVIDIA CORPORATION
-$58.4K
22,870
+21%
增持
XLC
SELECT SECTOR SPDR TR
+$56.8K
23,438
+3%
减持
FICO
FAIR ISAAC CORP
-$55.9K
150
-10%
减持
GE
GE AEROSPACE
+$54.6K
1,671
-0%
增持
VTI
VANGUARD INDEX FDS
-$52.9K
10,214
+3%
减持
AMT
AMERICAN TOWER CORP NEW
+$50.1K
2,093
-5%
增持
NFLX
NETFLIX INC
+$47.5K
330
+13%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$47.4K
2,081
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$45.6K
684
+11%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$43.4K
6,217
-10%
减持
IWF
ISHARES TR
-$41.6K
957
-1%
增持
IXN
ISHARES TR
-$39.8K
6,771
+4%
减持
CAT
CATERPILLAR INC
-$39.3K
798
-4%
增持
XLP
SELECT SECTOR SPDR TR
+$38.8K
8,168
+2%
减持
RXI
ISHARES TR
-$37.6K
5,092
-0%
增持
IYK
ISHARES TR
+$33.9K
4,785
+2%
增持
VCR
VANGUARD WORLD FD
-$32.3K
2,997
+12%
增持
COST
COSTCO WHSL CORP NEW
+$31.4K
967
+0%
增持
VFH
VANGUARD WORLD FD
+$30.4K
12,345
+1%
增持
VPU
VANGUARD WORLD FD
+$29.0K
1,601
+7%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$26.5K
10,784
-2%
增持
MRK
MERCK & CO INC
-$26.1K
3,480
+2%
增持
CSCO
CISCO SYS INC
+$25.4K
5,173
+4%
增持
WMT
WALMART INC
-$23.3K
9,181
+0%
增持
ADBE
ADOBE INC
-$20.7K
637
+7%
增持
PEP
PEPSICO INC
+$19.6K
2,020
+8%
增持
MUB
ISHARES TR
+$19.2K
2,759
+8%
减持
XLE
SELECT SECTOR SPDR TR
+$18.4K
5,467
-5%
增持
QCOM
QUALCOMM INC
+$18.4K
2,823
+4%
减持
SBUX
STARBUCKS CORP
+$17.9K
2,805
-0%
增持
XLB
SELECT SECTOR SPDR TR
+$16.5K
3,329
+4%
减持
TIP
ISHARES TR
-$16.1K
1,918
-11%
减持
IYJ
ISHARES TR
-$15.4K
4,324
-0%
增持
IEMG
ISHARES INC
+$15.1K
5,815
+2%
增持
LOW
LOWES COS INC
+$14.8K
1,181
+12%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$12.8K
7,175
-4%
减持
VHT
VANGUARD WORLD FD
-$12.5K
3,621
-5%
增持
MSB
MESABI TR
-$12.2K
18,263
+1%
增持
NSC
NORFOLK SOUTHN CORP
+$12.1K
1,397
+3%
减持
VDC
VANGUARD WORLD FD
+$11.7K
6,399
-3%
减持
PG
PROCTER AND GAMBLE CO
+$11.0K
4,031
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$10.2K
542
+9%
增持
PFE
PFIZER INC
-$9.4K
7,913
+0%
减持
XLI
SELECT SECTOR SPDR TR
-$9.3K
4,933
-1%
增持
HD
HOME DEPOT INC
+$9.3K
2,025
+7%
减持
LLY
ELI LILLY & CO
-$8.1K
408
-9%
增持
QQQ
INVESCO QQQ TR
+$7.8K
1,192
+11%
增持
CARR
CARRIER GLOBAL CORPORATION
-$6.7K
3,518
+5%
减持
XLU
SELECT SECTOR SPDR TR
-$5.8K
3,493
-6%
减持
VAW
VANGUARD WORLD FD
-$4.3K
1,996
-2%
增持
VIS
VANGUARD WORLD FD
+$2.8K
5,845
+3%
减持
IYF
ISHARES TR
+$1.9K
9,612
-2%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
-$536
11,216
+5%
减持
IXP
ISHARES TR
-$319
3,784
-0%
