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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 143 项
建仓 8
增持 47
减持 68
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$14.0M
75,565
-1%
减持
LB
LANDBRIDGE COMPANY LLC
+$4.7M
235,765
-0%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$4.4M
276,992
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。
-1%
减持
INFL
LISTED FDS TR
+$3.7M
495,718
-0%
增持
IEMG
ISHARES INC
+$3.5M
55,786
+875%
减持
ACVA
ACV AUCTIONS INC
-$3.0M
783,286
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.5M
96,790
-0%
增持
JSI
JANUS DETROIT STR TR
+$2.1M
181,512
+30%
建仓
IEFA
ISHARES TR
+$1.6M
17,695
增持
TXUE
THORNBURG ETF TR
+$1.5M
204,515
+27%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
99,648
+5%
增持
SAMT
ADVISORS INNER CIRCLE FD III
+$1.3M
305,527
+10%
清仓
JAPN
LISTED FDS TR
-$1.3M
0
-100%
清仓
—
CONFLUENT INC
-$1.1M
0
-100%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$1.0M
124,003
+1%
增持
VUG
VANGUARD INDEX FDS
-$995.7K
35,354
+5%
增持
SCHG
SCHWAB STRATEGIC TR
-$952.1K
275,202
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$867.3K
65,111
-2%
增持
JAAA
JANUS DETROIT STR TR
+$831.5K
301,265
+6%
减持
MSFT
MICROSOFT CORP
-$776.3K
6,391
-2%
减持
LRCX
LAM RESEARCH CORP
+$753.7K
17,830
-0%
减持
ARKK
ARK ETF TR
-$672.7K
71,088
-0%
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$639.9K
87,707
-3%
增持
—
EXXON MOBIL CORP
+$601.7K
12,148
+0%
增持
BAC
BANK AMERICA CORP
+$585.4K
61,882
+15%
减持
XLF
SELECT SECTOR SPDR TR
-$547.4K
51,223
-9%
增持
AAPL
APPLE INC
-$513.1K
30,121
+0%
建仓
—
ENERGY TRANSFER L P
+$461.5K
39,888
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$430.9K
70,843
+1%
减持
AMZN
AMAZON COM INC
-$422.3K
11,306
-6%
减持
ET
ENERGY TRANSFER L P
+$402.2K
187,441
-4%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$347.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$325.5K
12,518
+1%
减持
META
META PLATFORMS INC
-$289.5K
2,955
-2%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$286.0K
0
-100%
减持
IUSG
ISHARES TR
-$275.1K
4,501
-22%
减持
IRM
IRON MTN INC DEL
+$270.9K
14,975
-1%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$258.9K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$255.0K
5,116
-10%
清仓
FICO
FAIR ISAAC CORP
-$253.6K
0
-100%
减持
GOOGL
ALPHABET INC
-$246.4K
8,013
-2%
建仓
IXN
ISHARES TR
+$239.5K
2,396
减持
XLE
SELECT SECTOR SPDR TR
+$238.6K
15,345
-2%
清仓
TTD
THE TRADE DESK INC
-$232.5K
0
-100%
建仓
ROST
ROSS STORES INC
+$229.2K
1,058
清仓
IGM
ISHARES TR
-$225.6K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$224.9K
0
-100%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$224.3K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$222.8K
0
-100%
清仓
ETH
GRAYSCALE ETHEREUM MINI TR E
-$222.0K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$219.1K
20,603
-2%
建仓
NEE
NEXTERA ENERGY INC
+$214.2K
2,306
减持
IUSV
ISHARES TR
-$214.0K
7,533
-22%
清仓
ADBE
ADOBE INC
-$212.9K
0
-100%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$212.8K
0
-100%
减持
VCR
VANGUARD WORLD FD
-$212.1K
2,986
-8%
建仓
USAC
USA COMPRESSION PARTNERS LP
+$211.6K
7,804
清仓
BLK
BLACKROCK INC
-$208.9K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$207.9K
0
-100%
建仓
DOV
DOVER CORP
+$206.6K
991
增持
NVDA
NVIDIA CORPORATION
-$204.8K
22,184
+2%
清仓
WFC
WELLS FARGO CO NEW
-$203.6K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$203.5K
0
-100%
建仓
PFE
PFIZER INC
+$202.3K
7,203
减持
VOX
VANGUARD WORLD FD
-$184.1K
8,127
-4%
增持
ORCL
ORACLE CORP
-$172.4K
3,859
+2%
增持
RTX
RTX CORPORATION
+$165.7K
13,154
+2%
增持
GLD
SPDR GOLD TR
+$160.1K
3,066
+5%
减持
XLC
SELECT SECTOR SPDR TR
-$159.5K
22,053
-0%
增持
IVV
ISHARES TR
-$151.4K
5,442
+1%
增持
CVX
CHEVRON CORPORATION
+$149.2K
2,209
+9%
增持
MPLX
MPLX LP
+$143.2K
28,118
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$142.9K
2,705
+0%
减持
VDE
VANGUARD WORLD FD
+$137.4K
2,980
-1%
减持
QCOM
QUALCOMM INC
-$131.7K
3,023
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$131.6K
935
+1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$128.2K
31,011
-8%
增持
VFH
VANGUARD WORLD FD
-$127.4K
12,004
+2%
减持
RXI
ISHARES TR
-$127.1K
4,672
-4%
减持
WMT
WALMART INC
+$126.8K
10,285
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$126.4K
1,958
-4%
增持
GOOG
ALPHABET INC
-$121.4K
4,844
+1%
减持
GLDM
WORLD GOLD TR
+$119.1K
25,210
-3%
减持
VHT
VANGUARD WORLD FD
-$117.6K
5,242
-2%
清仓
DNP
DNP SELECT INCOME FD INC
-$110.9K
0
-100%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$106.3K
10,028
-43%
减持
AVGO
BROADCOM INC
-$103.5K
2,752
-0%
增持
MRK
MERCK & CO INC
+$100.7K
3,881
+12%
增持
XLY
SELECT SECTOR SPDR TR
-$99.9K
15,040
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$97.9K
20,405
-0%
减持
ABT
ABBOTT LABORATORIES
-$93.9K
3,328
-4%
增持
VIS
VANGUARD WORLD FD
+$82.5K
5,354
+1%
减持
IYW
ISHARES TR
-$77.7K
1,883
-10%
减持
PAYX
PAYCHEX INC
-$77.4K
2,414
-10%
减持
SPYG
SPDR SERIES TRUST
-$75.4K
5,943
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$74.8K
396
+34%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$72.8K
816
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$72.1K
2,123
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$67.7K
9,798
-16%
减持
V
VISA INC
-$65.8K
1,329
-0%
减持
VDC
VANGUARD WORLD FD
+$65.7K
6,501
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$63.5K
522
+0%
减持
ABBV
ABBVIE INC
-$52.8K
4,758
-0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$48.9K
3,147
+2%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$48.0K
5,281
-15%
减持
HON
HONEYWELL INTL INC
+$46.5K
1,806
-3%
减持
INTC
INTEL CORP
+$40.1K
5,770
-1%
增持
TSLA
TESLA INC
-$39.8K
776
+6%
增持
PG
PROCTER & GAMBLE CO
+$39.7K
4,042
+6%
减持
VAW
VANGUARD WORLD FD
+$39.3K
2,315
-0%
增持
VGT
VANGUARD WORLD FD
-$38.7K
7,898
+7%
增持
GE
GE AEROSPACE
-$38.4K
1,609
+0%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$37.0K
4,718
-1%
减持
FXU
FIRST TR EXCHANGE-TRADED FD
+$33.5K
10,134
-3%
增持
XLU
SELECT SECTOR SPDR TR
+$32.7K
7,807
+2%
增持
MO
ALTRIA GROUP INC
+$31.4K
3,553
+1%
增持
IYJ
ISHARES TR
+$25.9K
4,230
+5%
减持
IYK
ISHARES TR
-$25.1K
3,816
-13%
减持
CSCO
CISCO SYS INC
-$21.5K
5,336
-6%
减持
PEP
PEPSICO INC
+$21.4K
2,174
-1%
减持
VBK
VANGUARD INDEX FDS
-$21.1K
6,755
-1%
增持
BOTZ
GLOBAL X FDS
-$21.0K
13,598
+4%
减持
XLP
SELECT SECTOR SPDR TR
+$20.9K
7,708
-2%
增持
IYC
ISHARES TR
-$20.2K
4,840
+2%
减持
XLI
SELECT SECTOR SPDR TR
-$20.0K
6,738
-6%
增持
HD
HOME DEPOT INC
-$20.0K
2,152
+2%
增持
EFA
ISHARES TR
+$18.9K
11,643
+1%
增持
TJX
TJX COS INC NEW
+$14.6K
1,583
+2%
减持
NSC
NORFOLK SOUTHN CORP
-$14.0K
1,334
-3%
减持
XLB
SELECT SECTOR SPDR TR
+$13.7K
7,052
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$13.1K
4,840
-15%
清仓
—
INTENSITY THERAPEUTICS INC
-$13.0K
0
-100%
增持
IWM
ISHARES TR
+$12.9K
6,733
+0%
减持
SLV
ISHARES SILVER TR
+$12.8K
43,315
-5%
减持
WBS
WEBSTER FINL CORP
+$12.6K
4,670
-6%
减持
UNP
UNION PAC CORP
+$11.5K
1,385
-1%
减持
JMBS
JANUS DETROIT STR TR
-$11.0K
7,739
-2%
增持
IYF
ISHARES TR
+$10.5K
10,128
+11%
增持
AGNC
AGNC INVT CORP
-$9.0K
16,202
+1%
减持
VBR
VANGUARD INDEX FDS
+$5.8K
9,780
-2%
减持
NFLX
NETFLIX INC.
+$5.0K
3,013
-1%
增持
IXP
ISHARES TR
+$4.0K
3,545
+7%
减持
VPU
VANGUARD WORLD FD
-$3.2K
1,227
-8%
