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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 141 项
建仓 7
增持 62
减持 69
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
ACVA
ACV AUCTIONS INC
-$6.8M
945,809
-5%
建仓
SAMT
ADVISORS INNER CIRCLE FD III
+$5.3M
143,350
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$3.4M
25,787
-1%
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。
增持
VUG
VANGUARD INDEX FDS
+$2.2M
32,169
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
97,036
+1%
增持
TXUE
THORNBURG ETF TR
+$1.9M
90,274
+214%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.7M
275,067
+13%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
91,218
+4%
增持
INFL
LISTED FDS TR
+$1.5M
501,813
+1%
减持
AAPL
APPLE INC
+$1.5M
30,698
-1%
增持
JSI
JANUS DETROIT STR TR
+$1.5M
113,161
+33%
增持
VGT
VANGUARD WORLD FD
+$1.3M
6,675
+22%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.2M
289,410
-1%
减持
ARKK
ARK ETF TR
+$1.1M
72,575
-1%
增持
LB
LANDBRIDGE COMPANY LLC
+$1.0M
244,982
+37%
减持
XLK
SELECT SECTOR SPDR TR
+$892.2K
33,734
-1%
增持
NVDA
NVIDIA CORPORATION
+$762.6K
23,759
+2%
增持
LRCX
LAM RESEARCH CORP
+$662.1K
17,957
+0%
增持
JAPN
LISTED FDS TR
+$567.6K
33,220
+154%
增持
GOOGL
ALPHABET INC
+$566.0K
8,120
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$498.9K
230,943
+1%
减持
SLV
ISHARES SILVER TR
+$449.2K
47,710
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$435.5K
56,849
-24%
建仓
SCHF
SCHWAB STRATEGIC TR
+$428.1K
18,390
增持
AMZN
AMAZON COM INC
+$425.6K
13,381
+17%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$376.0K
118,474
+1%
增持
GOOG
ALPHABET INC
+$339.6K
4,876
+2%
增持
XLY
SELECT SECTOR SPDR TR
+$325.9K
7,653
+10%
增持
JAAA
JANUS DETROIT STR TR
+$320.0K
280,117
+2%
增持
GLDM
WORLD GOLD TR
+$318.4K
25,856
+2%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$303.7K
8,862
减持
JPM
JPMORGAN CHASE & CO.
+$275.5K
13,463
-2%
清仓
ROST
ROSS STORES INC
-$264.1K
0
-100%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$263.4K
6,722
减持
ORCL
ORACLE CORP
+$257.8K
4,166
-0%
增持
VOX
VANGUARD WORLD FD
+$243.4K
8,501
+7%
减持
VTI
VANGUARD INDEX FDS
+$238.6K
10,070
-0%
增持
XLC
SELECT SECTOR SPDR TR
+$234.7K
22,633
+0%
建仓
GS
GOLDMAN SACHS GROUP INC
+$227.9K
286
建仓
BLK
BLACKROCK INC
+$223.8K
192
增持
XLF
SELECT SECTOR SPDR TR
+$223.3K
55,742
+5%
减持
ET
ENERGY TRANSFER L P
-$223.1K
197,955
-1%
增持
VOO
VANGUARD INDEX FDS
+$223.0K
1,825
+16%
清仓
DIS
DISNEY WALT CO
-$221.2K
0
-100%
建仓
TJX
TJX COS INC NEW
+$219.1K
1,516
减持
TTD
THE TRADE DESK INC
-$212.7K
6,125
-14%
减持
RTX
RTX CORPORATION
+$207.7K
12,833
-3%
清仓
DOV
DOVER CORP
-$203.8K
0
-100%
增持
—
CONFLUENT INC
-$185.5K
36,459
+0%
减持
BAC
BANK AMERICA CORP
+$168.5K
66,092
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$153.8K
8,017
+9%
减持
ARKB
ARK 21SHARES BITCOIN ETF
+$143.5K
90,155
-2%
减持
ABBV
ABBVIE INC
+$135.8K
4,868
-9%
减持
AVGO
BROADCOM INC
+$134.5K
2,845
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$121.4K
21,038
+1%
增持
VIS
VANGUARD WORLD FD
+$113.3K
5,049
+2%
增持
VCR
VANGUARD WORLD FD
+$113.0K
3,232
+0%
减持
VBK
VANGUARD INDEX FDS
+$112.7K
6,828
-1%
增持
TSLA
TESLA INC
+$112.4K
735
+9%
减持
VBR
VANGUARD INDEX FDS
+$110.5K
10,002
-1%
增持
MSB
MESABI TR
+$97.1K
18,268
+0%
增持
VHT
VANGUARD WORLD FD
+$90.2K
5,628
+2%
减持
CMCSA
COMCAST CORP NEW
-$88.1K
6,644
-20%
减持
CARR
CARRIER GLOBAL CORPORATION
-$84.5K
3,592
-12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$83.5K
2,854
-5%
增持
GE
GE AEROSPACE
+$82.9K
1,710
+2%
减持
JNJ
JOHNSON & JOHNSON
+$82.8K
3,256
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$79.8K
7,252
-0%
增持
VDC
VANGUARD WORLD FD
+$79.7K
6,934
+8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$79.0K
2,046
-7%
增持
CAT
CATERPILLAR INC
+$75.2K
807
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$72.9K
653
+0%
减持
COST
COSTCO WHSL CORP NEW
-$72.2K
957
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$66.9K
814
-29%
增持
CVX
CHEVRON CORP NEW
+$65.1K
2,055
+16%
减持
XLP
SELECT SECTOR SPDR TR
-$65.1K
7,571
-7%
减持
SPY
SPDR S&P 500 ETF TR
+$64.8K
2,017
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$64.2K
2,035
-1%
减持
HD
HOME DEPOT INC
+$64.0K
2,164
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$63.4K
7,865
+4%
减持
PG
PROCTER AND GAMBLE CO
-$62.2K
3,881
-6%
减持
NSC
NORFOLK SOUTHN CORP
+$58.7K
1,386
-1%
减持
TXN
TEXAS INSTRS INC
-$56.9K
1,276
-9%
减持
NFLX
NETFLIX INC
-$54.0K
309
-3%
增持
VFH
VANGUARD WORLD FD
+$53.2K
12,852
+0%
减持
CSCO
CISCO SYS INC
-$51.1K
5,766
-10%
减持
RXI
ISHARES TR
+$49.0K
4,863
-4%
增持
XLU
SELECT SECTOR SPDR TR
+$48.9K
3,832
+10%
减持
WMT
WALMART INC
+$46.0K
10,502
-1%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$43.9K
4,762
+11%
增持
LOW
LOWES COS INC
+$42.2K
1,359
+1%
增持
HON
HONEYWELL INTL INC
-$40.1K
1,853
+0%
增持
GEV
GE VERNOVA INC
+$40.0K
405
+3%
减持
IYW
ISHARES TR
+$38.3K
2,100
-2%
增持
VDE
VANGUARD WORLD FD
+$38.1K
2,983
+5%
减持
IUSV
ISHARES TR
+$36.3K
9,733
-2%
减持
IYF
ISHARES TR
+$34.5K
9,363
-2%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$31.4K
5,459
-0%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$31.3K
10,670
-0%
减持
BOTZ
GLOBAL X FDS
+$31.2K
13,349
-1%
减持
MSFT
MICROSOFT CORP
+$30.7K
6,482
-3%
增持
XLB
SELECT SECTOR SPDR TR
+$29.1K
3,916
+7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$27.9K
6,600
-6%
减持
IYK
ISHARES TR
-$27.4K
4,392
-6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$27.2K
2,173
-30%
减持
SCHV
SCHWAB STRATEGIC TR
-$27.2K
7,854
-15%
增持
MO
ALTRIA GROUP INC
+$27.1K
3,471
+1%
增持
PEP
PEPSICO INC
+$27.0K
2,190
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$26.8K
672
+2%
减持
QQQ
INVESCO QQQ TR
+$26.6K
976
-4%
增持
MRK
MERCK & CO INC
+$25.3K
3,464
+3%
减持
IWV
ISHARES TR
-$25.2K
542
-18%
增持
MCD
MCDONALDS CORP
+$24.3K
1,866
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$23.2K
513
+2%
减持
SPYG
SPDR SERIES TRUST
-$20.9K
6,502
-12%
减持
QCOM
QUALCOMM INC
+$20.4K
3,036
-0%
减持
IYC
ISHARES TR
+$20.2K
4,791
-1%
减持
VAW
VANGUARD WORLD FD
+$20.0K
2,329
-1%
减持
V
VISA INC
-$18.7K
1,342
-0%
增持
SBUX
STARBUCKS CORP
-$17.3K
2,484
+0%
减持
AGNC
AGNC INVT CORP
-$16.7K
15,889
-15%
减持
IYJ
ISHARES TR
-$15.9K
4,080
-5%
减持
IWF
ISHARES TR
+$15.7K
901
-6%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$14.6K
10,037
+0%
减持
IXP
ISHARES TR
+$13.6K
3,734
-6%
增持
UNP
UNION PAC CORP
+$11.9K
1,452
+1%
减持
IWB
ISHARES TR
+$11.8K
783
-3%
增持
ADBE
ADOBE INC
-$11.7K
625
+4%
增持
BKNG
BOOKING HOLDINGS INC
-$10.6K
42
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$10.5K
827
+17%
减持
—
EXXON MOBIL CORP
+$9.7K
12,120
-4%
减持
VPU
VANGUARD WORLD FD
+$8.9K
1,399
-4%
增持
IRM
IRON MTN INC DEL
-$7.8K
15,366
+0%
增持
LLY
ELI LILLY & CO
+$6.0K
392
+4%
减持
JMBS
JANUS DETROIT STR TR
+$4.8K
7,894
-0%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
-$3.9K
11,916
+3%
减持
PFE
PFIZER INC
-$3.9K
8,037
-7%
减持
—
HOLOGIC INC
+$3.5K
5,680
-3%
减持
CSX
CSX CORP
-$3.5K
5,702
-10%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$2.5K
70,175
-1%
增持
META
META PLATFORMS INC
+$903
2,961
+1%
