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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 144 项
建仓 10
增持 51
减持 76
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$6.9M
278,603
-4%
增持
SAMT
ADVISORS INNER CIRCLE FD III
+$5.4M
278,083
+94%
增持
IVV
ISHARES TR
+$3.4M
5,411
+1141%
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。
减持
ACVA
ACV AUCTIONS INC
-$3.1M
784,552
-17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.9M
20,412
+181%
增持
TXUE
THORNBURG ETF TR
+$2.3M
161,314
+79%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$2.2M
76,205
+196%
建仓
IWM
ISHARES TR
+$1.7M
6,731
减持
LB
LANDBRIDGE COMPANY LLC
-$1.5M
236,707
-3%
减持
VTI
VANGUARD INDEX FDS
-$1.4M
5,656
-44%
增持
JSI
JANUS DETROIT STR TR
+$1.3M
139,513
+23%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$1.3M
122,551
+3%
建仓
EFA
ISHARES TR
+$1.1M
11,580
增持
VTV
VANGUARD INDEX FDS
+$1.0M
94,480
+4%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
33,694
+5%
减持
SLV
ISHARES SILVER TR
+$917.2K
45,617
-4%
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$815.2K
89,961
-0%
减持
ARKK
ARK ETF TR
-$785.7K
71,211
-2%
建仓
BITW
BITWISE 10 CRYPTO INDEX ETF
+$764.2K
13,005
增持
SPY
SPDR S&P 500 ETF TR
+$751.3K
3,072
+52%
减持
LRCX
LAM RESEARCH CORP
+$651.5K
17,852
-1%
增持
GOOGL
ALPHABET INC
+$576.7K
8,149
+0%
增持
VGT
VANGUARD WORLD FD
+$565.6K
7,362
+10%
减持
BAC
BANK AMERICA CORP
-$464.7K
53,848
-19%
减持
ORCL
ORACLE CORP
-$431.4K
3,797
-9%
减持
—
CONFLUENT INC
+$371.3K
36,151
-1%
减持
INFL
LISTED FDS TR
-$366.9K
496,213
-1%
减持
NVDA
NVIDIA CORPORATION
-$359.1K
21,843
-8%
减持
AAPL
APPLE INC
+$340.9K
30,006
-2%
增持
JAPN
LISTED FDS TR
+$329.9K
49,175
+48%
减持
GOOG
ALPHABET INC
+$323.5K
4,815
-1%
减持
XLV
SELECT SECTOR SPDR TR
+$311.8K
20,928
-1%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$310.4K
646
减持
IRM
IRON MTN INC DEL
-$307.7K
15,174
-1%
清仓
IWB
ISHARES TR
-$286.2K
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$250.9K
788
+109%
建仓
SCHH
SCHWAB STRATEGIC TR
+$242.8K
11,621
增持
GLDM
WORLD GOLD TR
+$240.9K
25,976
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$238.8K
12,438
-8%
建仓
IGM
ISHARES TR
+$225.6K
1,747
增持
RTX
RTX CORPORATION
+$224.5K
12,932
+1%
增持
MSFT
MICROSOFT CORP
-$215.0K
6,497
+0%
建仓
INTC
INTEL CORP
+$214.5K
5,814
清仓
CARR
CARRIER GLOBAL CORPORATION
-$214.4K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$210.1K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$208.8K
0
-100%
清仓
IWV
ISHARES TR
-$205.4K
0
-100%
清仓
PFE
PFIZER INC
-$204.8K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$203.6K
2,185
建仓
AXP
AMERICAN EXPRESS CO
+$203.5K
550
增持
META
META PLATFORMS INC
-$194.4K
3,000
+1%
减持
SCHG
SCHWAB STRATEGIC TR
+$191.3K
274,945
-0%
减持
ET
ENERGY TRANSFER L P
-$181.5K
194,994
-1%
清仓
BCSF
BAIN CAP SPECIALTY FIN INC
-$169.8K
0
-100%
减持
AMZN
AMAZON COM INC
-$161.1K
12,031
-10%
减持
HD
HOME DEPOT INC
-$149.1K
2,115
-2%
建仓
FTMA
PUTNAM ETF TRUST
+$143.0K
15,873
减持
MSB
MESABI TR
+$130.3K
17,263
-6%
减持
XLI
SELECT SECTOR SPDR TR
-$126.7K
7,154
-11%
增持
JAAA
JANUS DETROIT STR TR
+$118.9K
283,575
+1%
减持
VFH
VANGUARD WORLD FD
-$109.1K
11,818
-8%
减持
VOO
VANGUARD INDEX FDS
-$107.7K
1,611
-12%
减持
LOW
LOWES COS INC
-$98.8K
1,007
-26%
增持
XLY
SELECT SECTOR SPDR TR
-$95.1K
14,562
+90%
增持
VIS
VANGUARD WORLD FD
+$93.2K
5,326
+5%
增持
—
EXXON MOBIL CORP
+$92.8K
12,127
+0%
减持
VDC
VANGUARD WORLD FD
-$87.6K
6,601
-5%
增持
NFLX
NETFLIX INC
-$85.8K
3,036
+883%
减持
COST
COSTCO WHSL CORP NEW
-$85.4K
928
-3%
减持
VHT
VANGUARD WORLD FD
+$84.2K
5,368
-5%
增持
CAT
CATERPILLAR INC
+$80.5K
812
+1%
增持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$79.4K
9,202
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$79.0K
818
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$76.3K
2,038
-0%
增持
MRK
MERCK & CO INC
+$75.3K
3,478
+0%
减持
XLC
SELECT SECTOR SPDR TR
-$74.8K
22,122
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$73.5K
56,168
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$71.7K
97,196
+0%
减持
WMT
WALMART INC
+$69.0K
10,334
-2%
减持
IXP
ISHARES TR
-$58.3K
3,326
-11%
减持
PG
PROCTER AND GAMBLE CO
-$52.2K
3,796
-2%
减持
LLY
ELI LILLY & CO
+$50.6K
325
-17%
减持
VOX
VANGUARD WORLD FD
+$49.8K
8,499
-0%
减持
JNJ
JOHNSON & JOHNSON
+$47.6K
3,147
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$44.3K
1,977
-3%
减持
PAYX
PAYCHEX INC
-$42.5K
2,672
-1%
减持
ABT
ABBOTT LABS
-$42.4K
3,477
-3%
增持
ETH
GRAYSCALE ETHEREUM MINI TR E
-$41.4K
7,911
+18%
减持
CSCO
CISCO SYS INC
+$41.0K
5,654
-2%
减持
ABBV
ABBVIE INC
-$39.5K
4,760
-2%
减持
—
HOLOGIC INC
+$39.0K
5,670
-0%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$37.6K
4,930
-10%
减持
SCHB
SCHWAB STRATEGIC TR
-$34.2K
225,062
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$32.5K
296
+3%
减持
QQQ
INVESCO QQQ TR
-$32.4K
901
-8%
增持
VBR
VANGUARD INDEX FDS
+$31.3K
10,004
+0%
增持
HON
HONEYWELL INTL INC
-$28.4K
1,854
+0%
减持
NOC
NORTHROP GRUMMAN CORP
-$26.2K
652
-0%
增持
MO
ALTRIA GROUP INC
-$26.2K
3,522
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$23.8K
767
-7%
减持
SPYG
SPDR SERIES TRUST
-$22.3K
6,160
-5%
减持
SCHV
SCHWAB STRATEGIC TR
-$20.8K
7,020
-11%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$20.8K
10,000
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$19.5K
1,375
-1%
减持
GE
GE AEROSPACE
-$19.4K
1,607
-6%
增持
TJX
TJX COS INC NEW
+$19.1K
1,551
+2%
减持
VPU
VANGUARD WORLD FD
-$18.7K
1,331
-5%
减持
UNP
UNION PAC CORP
-$18.7K
1,403
-3%
增持
XLP
SELECT SECTOR SPDR TR
+$17.6K
7,865
+4%
减持
AVGO
BROADCOM INC
+$16.7K
2,760
-3%
增持
QCOM
QUALCOMM INC
+$16.0K
3,046
+0%
增持
AGNC
AGNC INVT CORP
+$16.0K
16,002
+1%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$15.9K
10,420
-2%
增持
BLK
BLACKROCK INC
-$15.0K
195
+2%
减持
TXN
TEXAS INSTRS INC
-$14.3K
1,269
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$13.8K
2,152
-1%
减持
IYC
ISHARES TR
-$12.8K
4,744
-1%
增持
XLB
SELECT SECTOR SPDR TR
-$12.3K
7,468
+91%
增持
XLK
SELECT SECTOR SPDR TR
+$12.2K
66,129
+96%
减持
IUSV
ISHARES TR
+$11.5K
9,599
-1%
增持
IWF
ISHARES TR
+$11.3K
915
+2%
减持
CVX
CHEVRON CORP NEW
-$11.2K
2,020
-2%
减持
V
VISA INC
+$9.4K
1,333
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$9.3K
675
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$9.0K
5,685
-14%
增持
PEP
PEPSICO INC
+$8.7K
2,203
+1%
增持
XLU
SELECT SECTOR SPDR TR
-$8.6K
7,626
+99%
减持
IYK
ISHARES TR
-$8.0K
4,369
-1%
减持
ADBE
ADOBE INC
-$7.6K
608
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.6K
2,696
-6%
增持
MUB
ISHARES TR
+$5.3K
2,585
+1%
减持
VAW
VANGUARD WORLD FD
+$5.2K
2,324
-0%
减持
IUSG
ISHARES TR
+$4.9K
5,795
-2%
减持
IYF
ISHARES TR
-$4.6K
9,161
-2%
增持
LMT
LOCKHEED MARTIN CORP
-$4.0K
521
+2%
增持
VCR
VANGUARD WORLD FD
+$3.8K
3,260
+1%
减持
IYJ
ISHARES TR
+$3.0K
4,037
-1%
增持
VDE
VANGUARD WORLD FD
+$2.8K
3,004
+1%
减持
MCD
MCDONALDS CORP
+$2.8K
1,864
-0%
减持
GEV
GE VERNOVA INC
-$2.5K
377
-7%
减持
TSLA
TESLA INC
+$1.5K
730
-1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.4K
2,978
+7%
增持
XLE
SELECT SECTOR SPDR TR
-$1.2K
15,688
+99%
减持
BOTZ
GLOBAL X FDS
-$239
13,047
-2%
