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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 141 项
建仓 23
增持 65
减持 48
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
SCHG
SCHWAB STRATEGIC TR
+$7.1M
243,416
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$6.7M
25,997
+1%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$5.7M
291,784
-0%
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
SCHB
SCHWAB STRATEGIC TR
+$5.4M
228,227
增持
LB
LANDBRIDGE COMPANY LLC
+$3.1M
178,176
+43%
增持
VUG
VANGUARD INDEX FDS
+$2.5M
30,205
+5%
增持
ET
ENERGY TRANSFER L P
+$2.4M
199,670
+200%
减持
ACVA
ACV AUCTIONS INC
+$2.0M
995,796
-1%
建仓
SCHD
SCHWAB STRATEGIC TR
+$2.0M
75,000
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
96,022
+6%
减持
ARKK
ARK ETF TR
+$1.6M
73,592
-2%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$1.5M
117,745
+4%
减持
XLK
SELECT SECTOR SPDR TR
+$1.5M
34,025
-2%
增持
LRCX
LAM RESEARCH CORP
+$1.5M
17,900
+348%
增持
VGT
VANGUARD WORLD FD
+$1.3M
5,479
+25%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
23,231
+2%
增持
INFL
LISTED FDS TR
+$1.1M
496,766
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$945.9K
13,697
+11%
增持
MSFT
MICROSOFT CORP
+$912.9K
6,688
+4%
增持
JSI
JANUS DETROIT STR TR
+$891.3K
84,845
+24%
建仓
TXUE
THORNBURG ETF TR
+$850.8K
28,789
增持
VTV
VANGUARD INDEX FDS
+$779.0K
87,509
+3%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$760.6K
91,764
+199%
减持
XLV
SELECT SECTOR SPDR TR
-$727.6K
20,821
-14%
增持
IRM
IRON MTN INC DEL
+$515.3K
15,348
+25%
清仓
IXN
ISHARES TR
-$512.8K
0
-100%
增持
META
META PLATFORMS INC
+$501.7K
2,945
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$436.1K
7,339
+49%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$423.6K
3,107
增持
VHT
VANGUARD WORLD FD
+$412.3K
5,520
+52%
增持
AAPL
APPLE INC
-$404.0K
30,888
+2%
增持
ORCL
ORACLE CORP
+$381.9K
4,180
+10%
建仓
IYW
ISHARES TR
+$373.1K
2,153
增持
GOOGL
ALPHABET INC
+$370.4K
7,990
+19%
建仓
JAPN
LISTED FDS TR
+$366.9K
13,086
增持
JAAA
JANUS DETROIT STR TR
+$362.2K
273,978
+3%
建仓
JMBS
JANUS DETROIT STR TR
+$355.8K
7,897
增持
BAC
BANK AMERICA CORP
+$321.9K
67,533
+0%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$313.4K
704
增持
GLD
SPDR GOLD TR
+$308.1K
2,925
+44%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$300.1K
70,682
-3%
建仓
CMCSA
COMCAST CORP NEW
+$296.9K
8,318
减持
AMZN
AMAZON COM INC
+$287.9K
11,452
-2%
增持
VOX
VANGUARD WORLD FD
+$282.2K
7,908
+10%
建仓
WBS
WEBSTER FINL CORP
+$270.3K
4,951
减持
AVGO
BROADCOM INC
+$264.8K
2,917
-9%
建仓
ROST
ROSS STORES INC
+$264.1K
2,070
减持
VTI
VANGUARD INDEX FDS
+$258.8K
10,088
-1%
增持
RTX
RTX CORPORATION
+$237.9K
13,283
+3%
建仓
BKNG
BOOKING HOLDINGS INC
+$237.4K
41
建仓
LMT
LOCKHEED MARTIN CORP
+$232.8K
503
增持
WMT
WALMART INC
+$230.4K
10,599
+15%
建仓
DIS
DISNEY WALT CO
+$221.2K
1,784
清仓
TJX
TJX COS INC NEW
-$219.8K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$217.4K
53,075
+3%
建仓
KLAC
KLA CORP
+$216.8K
242
建仓
TSLA
TESLA INC
+$214.4K
675
清仓
TIP
ISHARES TR
-$213.1K
0
-100%
清仓
OKE
ONEOK INC NEW
-$212.4K
0
-100%
清仓
USAC
USA COMPRESSION PARTNERS LP
-$210.6K
0
-100%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$210.2K
2,781
建仓
GEV
GE VERNOVA INC
+$209.0K
395
建仓
CSX
CSX CORP
+$205.9K
6,311
建仓
DOV
DOVER CORP
+$203.8K
1,112
建仓
MO
ALTRIA GROUP INC
+$202.2K
3,449
减持
VDE
VANGUARD WORLD FD
-$193.3K
2,832
-31%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$192.2K
1,139
+110%
增持
VCR
VANGUARD WORLD FD
+$191.8K
3,222
+8%
减持
XLC
SELECT SECTOR SPDR TR
+$183.8K
22,522
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$182.8K
3,015
+6%
增持
TTD
THE TRADE DESK INC
+$174.7K
7,125
+15%
建仓
AGNC
AGNC INVT CORP
+$172.2K
18,741
增持
VFH
VANGUARD WORLD FD
+$158.7K
12,832
+4%
减持
IVE
ISHARES TR
-$155.9K
1,423
-38%
减持
UNH
UNITEDHEALTH GROUP INC
-$153.0K
658
-4%
减持
VBK
VANGUARD INDEX FDS
+$143.5K
6,931
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$136.2K
2,070
+1%
增持
GLDM
WORLD GOLD TR
+$130.4K
25,310
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$128.4K
7,538
+38%
减持
XLY
SELECT SECTOR SPDR TR
+$127.8K
6,939
-1%
增持
CSCO
CISCO SYS INC
+$126.3K
6,422
+24%
减持
NFLX
NETFLIX INC
+$116.8K
317
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$112.1K
7,033
-2%
增持
VOO
VANGUARD INDEX FDS
+$111.0K
1,575
+3%
减持
MCD
MCDONALDS CORP
-$101.4K
1,857
-10%
增持
GE
GE AEROSPACE
+$96.9K
1,676
+0%
增持
—
EXXON MOBIL CORP
-$92.2K
12,587
+3%
减持
SPYG
SPDR SERIES TRUST
+$85.9K
7,348
-4%
减持
MPLX
MPLX LP
-$84.5K
27,385
-2%
增持
IXP
ISHARES TR
+$80.8K
3,988
+5%
减持
VBR
VANGUARD INDEX FDS
+$80.4K
10,138
-0%
增持
VAW
VANGUARD WORLD FD
+$80.2K
2,346
+18%
增持
CARR
CARRIER GLOBAL CORPORATION
+$75.9K
4,084
+16%
增持
HD
HOME DEPOT INC
+$70.7K
2,217
+9%
减持
IYF
ISHARES TR
+$66.5K
9,515
-1%
减持
VIS
VANGUARD WORLD FD
-$64.2K
4,937
-16%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$62.7K
7,256
-1%
增持
V
VISA INC
+$53.8K
1,343
+11%
减持
RXI
ISHARES TR
+$53.3K
5,090
-0%
减持
SLV
ISHARES SILVER TR
+$52.0K
47,920
-2%
减持
IYC
ISHARES TR
+$51.9K
4,836
-1%
减持
BOTZ
GLOBAL X FDS
+$51.4K
13,528
-1%
增持
QCOM
QUALCOMM INC
+$51.0K
3,043
+8%
减持
IYJ
ISHARES TR
+$48.2K
4,294
-1%
减持
SBUX
STARBUCKS CORP
-$47.7K
2,482
-12%
减持
MRK
MERCK & CO INC
-$46.9K
3,353
-4%
增持
TXN
TEXAS INSTRS INC
+$46.0K
1,403
+3%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$45.2K
17,478
+25%
减持
LLY
ELI LILLY & CO
-$43.9K
376
-8%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$43.8K
2,204
+6%
增持
COST
COSTCO WHSL CORP NEW
+$42.9K
968
+0%
增持
XLB
SELECT SECTOR SPDR TR
+$35.6K
3,665
+10%
增持
BCDF
LISTED FDS TR
+$33.7K
9,825
+0%
减持
IEMG
ISHARES INC
+$29.6K
5,721
-2%
增持
PG
PROCTER AND GAMBLE CO
-$28.4K
4,133
+3%
增持
NSC
NORFOLK SOUTHN CORP
+$26.9K
1,398
+0%
减持
MUB
ISHARES TR
-$24.5K
2,550
-8%
增持
LOW
LOWES COS INC
+$23.9K
1,349
+14%
增持
PEP
PEPSICO INC
-$22.3K
2,125
+5%
减持
UNP
UNION PAC CORP
-$21.9K
1,440
-4%
减持
VPU
VANGUARD WORLD FD
-$17.4K
1,451
-9%
减持
IYK
ISHARES TR
-$14.7K
4,650
-3%
增持
NOC
NORTHROP GRUMMAN CORP
+$14.2K
650
+7%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
-$12.4K
11,552
+3%
增持
ABBV
ABBVIE INC
-$12.4K
5,341
+11%
减持
ADBE
ADOBE INC
-$12.2K
600
-6%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$11.4K
10,705
-1%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
+$11.2K
4,290
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$9.9K
3,494
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$8.7K
8,131
-0%
增持
PFE
PFIZER INC
+$8.2K
8,610
+9%
减持
HON
HONEYWELL INTL INC
+$7.9K
1,847
-7%
减持
ABT
ABBOTT LABS
-$6.7K
3,569
-4%
减持
SACH
SACHEM CAP CORP
-$5.2K
15,000
-25%
减持
GOOG
ALPHABET INC
+$4.3K
4,780
-11%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$3.9K
5,472
-1%
增持
CVX
CHEVRON CORP NEW
-$3.6K
1,774
+15%
增持
VDC
VANGUARD WORLD FD
+$2.0K
6,403
+0%
增持
JNJ
JOHNSON & JOHNSON
-$689
3,410
+8%
减持
QQQ
INVESCO QQQ TR
+$410
1,014
-15%
减持
AMT
AMERICAN TOWER CORP NEW
+$85
2,061
-2%
