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Three Arch Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Three Arch Wealth Management LLC

报告期 2026-03-31 · CIK 0002109462

持仓数

61

前50大市值合计

$553.7M

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 调仓2025-12-31 → 2026-03-31 · 共 51 项建仓 3增持 29减持 18清仓 1

方向

标的

Δ市值

现股数(环比)

增持

AVUV AMERICAN CENTY ETF TR

+$3.9M

343,505 +3%

增持

AVSC AMERICAN CENTY ETF TR

+$2.6M

469,247 +3%

减持

DFUS DIMENSIONAL ETF TRUST

-$2.1M

575,743 -1%

增持

AVMV AMERICAN CENTY ETF TR

+$2.0M

383,511 +3%

减持

DFAT DIMENSIONAL ETF TRUST

+$1.8M

738,026 -1%

增持

DFLV DIMENSIONAL ETF TRUST

+$1.6M

617,575 +3%

减持

DFIV DIMENSIONAL ETF TRUST

+$1.6M

585,418 -0%

增持

DEHP DIMENSIONAL ETF TRUST

+$1.2M

592,008 +2%

增持

AAPL APPLE INC

+$1.1M

50,893 +17%

减持

DFUV DIMENSIONAL ETF TRUST

+$1.1M

601,260 -0%

增持

DFSD DIMENSIONAL ETF TRUST

+$994.1K

376,227 +6%

增持

DUSB DIMENSIONAL ETF TRUST

+$924.6K

363,353 +5%

增持

AVEM AMERICAN CENTY ETF TR

+$899.3K

153,015 +3%

增持

SPIB SPDR SERIES TRUST

+$894.2K

391,180 +8%

增持

AVES AMERICAN CENTY ETF TR

+$824.9K

239,921 +3%

增持

AVDV AMERICAN CENTY ETF TR

+$816.5K

129,885 +0%

建仓

TSLA TESLA INC

+$811.2K

2,182

增持

DUHP DIMENSIONAL ETF TRUST

+$632.6K

579,210 +7%

增持

DIHP DIMENSIONAL ETF TRUST

+$566.3K

415,439 +3%

增持

AVRE AMERICAN CENTY ETF TR

+$558.3K

243,572 +4%

增持

DGCB DIMENSIONAL ETF TRUST

+$455.7K

559,563 +2%

增持

DFIS DIMENSIONAL ETF TRUST

+$323.9K

357,412 +1%

建仓

DFSI DIMENSIONAL ETF TRUST

+$257.8K

6,081

减持

DFSV DIMENSIONAL ETF TRUST

-$238.9K

131,504 -11%

建仓

— ALKERMES PLC

+$228.4K

6,459

清仓

ORCL ORACLE CORP

-$217.2K

0 -100%

减持

DISV DIMENSIONAL ETF TRUST

-$170.6K

41,013 -13%

减持

DFAS DIMENSIONAL ETF TRUST

+$165.7K

630,096 -2%

减持

DFEV DIMENSIONAL ETF TRUST

-$154.0K

36,189 -16%

减持

MSFT MICROSOFT CORP

-$149.2K

1,170 -3%

减持

AMZN AMAZON COM INC

-$147.8K

6,534 -0%

增持

DFSU DIMENSIONAL ETF TRUST

+$145.6K

12,024 +50%

减持

AVGE AMERICAN CENTY ETF TR

-$127.1K

2,374 -39%

减持

BND VANGUARD BD INDEX FDS

-$107.8K

21,639 -6%

增持

DFSE DIMENSIONAL ETF TRUST

+$83.4K

7,997 +30%

减持

DFGR DIMENSIONAL ETF TRUST

-$81.2K

59,359 -5%

减持

DFAE DIMENSIONAL ETF TRUST

-$71.7K

48,508 -8%

增持

META META PLATFORMS INC

-$49.4K

614 +1%

增持

V VISA INC

-$47.0K

1,021 +1%

增持

SPHY SPDR SERIES TRUST

+$42.8K

78,538 +4%

减持

— EXXON MOBIL CORP

+$41.4K

2,155 -20%

减持

AVDS AMERICAN CENTY ETF TR

-$28.6K

12,975 -6%

减持

VBR VANGUARD INDEX FDS

+$27.4K

6,065 -0%

减持

AVEE AMERICAN CENTY ETF TR

-$21.0K

11,743 -4%

增持

FNB F N B CORP

-$13.1K

34,862 +0%

增持

VOO VANGUARD INDEX FDS

+$11.5K

459 +10%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$9.5K

535 +1%

增持

NVDA NVIDIA CORPORATION

+$4.4K

1,686 +9%

增持

GOOG ALPHABET INC

-$4.2K

795 +7%

增持

VTES VANGUARD WELLINGTON FD

+$190

8,676 +0%

增持

GOOGL ALPHABET INC

-$130

731 +9%

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。