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Wealth Architects, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wealth Architects, LLC
报告期 2026-03-31 · CIK 1611518
持仓数
244
前50大市值合计
$973.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 24
增持 73
减持 44
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$5.8M
127,617
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.3M
223,328
+4%
增持
IJR
ISHARES TR
+$4.2M
379,681
+6%
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
AAPL
APPLE INC
+$4.0M
124,325
-3%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.2M
64,412
+150%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$3.2M
709,100
+8%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.3M
64,528
+128%
增持
VTV
VANGUARD INDEX FDS
+$2.3M
187,468
+0%
增持
GII
SPDR INDEX SHS FDS
+$1.9M
504,594
+4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.6M
580,832
+9%
增持
TSLA
TESLA INC
+$1.5M
5,348
+1%
建仓
ESGD
ISHARES TR
+$1.1M
14,126
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
25,686
-1%
建仓
ESML
ISHARES TR
+$998.0K
24,764
减持
VV
VANGUARD INDEX FDS
+$943.0K
65,883
-3%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$917.0K
10,482
增持
VT
VANGUARD INTL EQUITY INDEX F
+$915.0K
152,713
+0%
减持
VBR
VANGUARD INDEX FDS
+$726.0K
139,584
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$663.0K
5,911
+0%
增持
TDTF
FLEXSHARES TR
+$537.0K
117,026
+19%
减持
MSFT
MICROSOFT CORP
+$510.0K
12,759
-5%
增持
EFV
ISHARES TR
+$507.0K
17,500
+137%
增持
TLTE
FLEXSHARES TR
+$473.0K
29,836
+40%
增持
DFAC
DIMENSIONAL ETF TRUST
+$469.0K
34,154
+74%
增持
ISRG
INTUITIVE SURGICAL INC
-$461.0K
3,369
+100%
减持
NUDM
NUSHARES ETF TR
-$446.0K
16,522
-46%
增持
BSV
VANGUARD BD INDEX FDS
+$434.0K
86,543
+8%
减持
HD
HOME DEPOT INC
+$405.0K
4,787
-1%
增持
TQQQ
PROSHARES TR
+$389.0K
4,346
+62%
建仓
ESGU
ISHARES TR
+$323.0K
2,997
建仓
—
ARISTA NETWORKS INC
+$315.0K
2,194
增持
ELV
ANTHEM INC
+$307.0K
3,083
+2%
增持
PFE
PFIZER INC
+$304.0K
15,809
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$303.0K
1,810
+14%
建仓
SCHD
SCHWAB STRATEGIC TR
+$295.0K
3,655
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$287.0K
22,387
-5%
建仓
SPGI
S&P GLOBAL INC
+$269.0K
570
清仓
IGSB
ISHARES TR
-$269.0K
0
-100%
清仓
DVY
ISHARES TR
-$263.0K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$260.0K
4,443
+80%
增持
NVDA
NVIDIA CORPORATION
+$252.0K
2,661
+4%
建仓
SCHX
SCHWAB STRATEGIC TR
+$251.0K
2,202
增持
GOOG
ALPHABET INC
+$250.0K
898
+2%
建仓
STZ
CONSTELLATION BRANDS INC
+$240.0K
955
增持
ICSH
ISHARES TR
+$239.0K
10,798
+79%
增持
TOLZ
PROSHARES TR
+$236.0K
88,303
+0%
建仓
EL
LAUDER ESTEE COS INC
+$230.0K
620
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$226.0K
38,397
-0%
清仓
SLV
ISHARES SILVER TR
-$226.0K
0
-100%
建仓
IMO
IMPERIAL OIL LTD
+$226.0K
6,256
建仓
SONY
SONY GROUP CORPORATION
+$224.0K
1,776
建仓
—
BLACKROCK INC
+$220.0K
240
增持
PG
PROCTER AND GAMBLE CO
+$217.0K
6,644
+7%
减持
IJS
ISHARES TR
+$216.0K
130,295
-2%
建仓
FDX
FEDEX CORP
+$213.0K
822
建仓
LOW
LOWES COS INC
+$212.0K
821
建仓
TJX
TJX COS INC NEW
+$212.0K
2,792
建仓
—
GLAXOSMITHKLINE PLC
+$211.0K
4,794
清仓
GLW
CORNING INC
-$205.0K
0
-100%
清仓
NEM
NEWMONT CORP
-$205.0K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$205.0K
1,211
建仓
SCHW
SCHWAB CHARLES CORP
+$204.0K
2,427
建仓
—
EATON CORP PLC
+$203.0K
1,175
建仓
LMT
LOCKHEED MARTIN CORP
+$203.0K
570
建仓
TXN
TEXAS INSTRS INC
+$201.0K
1,067
增持
DFAX
DIMENSIONAL ETF TRUST
+$186.0K
96,681
+7%
减持
VB
VANGUARD INDEX FDS
+$186.0K
45,176
-1%
减持
INTU
INTUIT
-$175.0K
1,070
-33%
增持
IEFA
ISHARES TR
+$172.0K
188,454
+1%
建仓
—
CHINA YUCHAI INTL LTD
+$169.0K
11,305
增持
ABBV
ABBVIE INC
+$162.0K
4,444
+9%
增持
META
META PLATFORMS INC
+$160.0K
22,631
+3%
增持
JNJ
JOHNSON & JOHNSON
+$150.0K
7,573
+7%
增持
VUG
VANGUARD INDEX FDS
+$150.0K
4,824
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$141.0K
2,815
+2%
增持
PEP
PEPSICO INC
+$140.0K
4,169
+7%
增持
—
ACCENTURE PLC IRELAND
+$138.0K
1,297
+4%
减持
DLS
WISDOMTREE TR
-$136.0K
53,057
-3%
增持
SCHB
SCHWAB STRATEGIC TR
+$136.0K
3,835
+34%
增持
SUB
ISHARES TR
+$118.0K
6,710
+20%
减持
CMCSA
COMCAST CORP NEW
-$118.0K
9,494
-11%
减持
INTC
INTEL CORP
-$117.0K
33,440
-3%
减持
CSCO
CISCO SYS INC
-$115.0K
20,801
-21%
减持
AMZN
AMAZON COM INC
-$112.0K
728
-6%
增持
MOH
MOLINA HEALTHCARE INC
+$110.0K
2,330
+0%
增持
NKE
NIKE INC
+$110.0K
4,235
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$109.0K
37,741
+1%
增持
AVGO
BROADCOM INC
+$104.0K
541
+3%
建仓
LX
LEXINFINTECH HLDGS LTD
+$95.0K
24,659
增持
NEE
NEXTERA ENERGY INC
+$94.0K
3,897
+13%
增持
PYPL
PAYPAL HLDGS INC
-$89.0K
2,180
+13%
减持
T
AT&T INC
-$88.0K
9,290
-21%
增持
CWT
CALIFORNIA WTR SVC GROUP
+$84.0K
6,472
+0%
减持
QCOM
QUALCOMM INC
+$82.0K
1,692
-4%
减持
ABT
ABBOTT LABS
+$82.0K
4,525
-4%
减持
CVS
CVS HEALTH CORP
+$80.0K
4,381
-0%
减持
COST
COSTCO WHSL CORP NEW
+$80.0K
836
-5%
减持
DIS
DISNEY WALT CO
-$79.0K
4,593
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$79.0K
5,697
-1%
增持
—
EXXON MOBIL CORP
+$78.0K
13,988
+6%
减持
IWF
ISHARES TR
+$78.0K
2,520
-0%
增持
MMM
3M CO
+$77.0K
1,848
+29%
增持
ED
CONSOLIDATED EDISON INC
+$76.0K
5,907
+0%
增持
LLY
LILLY ELI & CO
+$76.0K
1,520
+2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$74.0K
3,671
+0%
增持
VO
VANGUARD INDEX FDS
+$74.0K
4,049
+0%
减持
AXP
AMERICAN EXPRESS CO
-$71.0K
2,298
-14%
增持
MDLZ
MONDELEZ INTL INC
+$70.0K
6,030
+6%
增持
CAT
CATERPILLAR INC
+$69.0K
3,440
+3%
增持
NULC
NUSHARES ETF TR
+$68.0K
8,451
+21%
减持
VNQ
VANGUARD INDEX FDS
+$66.0K
9,473
-7%
减持
UNP
UNION PAC CORP
+$64.0K
1,249
-3%
增持
WMT
WALMART INC
+$63.0K
2,057
+22%
增持
NFRA
FLEXSHARES TR
+$60.0K
19,501
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$59.0K
109,024
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$58.0K
180,440
+0%
清仓
—
AEGON N V
-$56.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$53.0K
5,484
-4%
增持
VOO
VANGUARD INDEX FDS
+$52.0K
1,226
+0%
减持
APD
AIR PRODS & CHEMS INC
+$52.0K
1,423
-4%
增持
BAX
BAXTER INTL INC
+$50.0K
7,229
+2%
减持
V
VISA INC
-$50.0K
2,076
-8%
增持
WEC
WEC ENERGY GROUP INC
+$49.0K
4,945
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$48.0K
3,667
+0%
减持
KO
COCA COLA CO
+$48.0K
8,505
-2%
增持
DHR
DANAHER CORPORATION
+$47.0K
915
+10%
增持
TLTD
FLEXSHARES TR
+$46.0K
7,818
+9%
减持
PKX
POSCO
-$46.0K
3,824
-2%
减持
IWV
ISHARES TR
+$45.0K
5,998
-6%
增持
ACWI
ISHARES TR
+$43.0K
7,118
+0%
增持
MRK
MERCK & CO INC
+$43.0K
14,577
+2%
减持
GOOGL
ALPHABET INC
-$38.0K
509
-10%
清仓
—
SECOO HLDG LTD
-$38.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
+$35.0K
29,429
-2%
减持
ABNB
AIRBNB INC
-$35.0K
2,885
-6%
清仓
—
CHEETAH MOBILE INC
-$35.0K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$35.0K
1,515
+4%
减持
CVX
CHEVRON CORP NEW
+$34.0K
2,889
-4%
增持
AGG
ISHARES TR
+$33.0K
3,024
+11%
增持
MA
MASTERCARD INCORPORATED
+$32.0K
1,722
+2%
清仓
XNET
XUNLEI LTD
-$32.0K
0
-100%
减持
SHOP
SHOPIFY INC
-$31.0K
194
-12%
增持
—
MEDTRONIC PLC
-$31.0K
1,991
+5%
增持
MO
ALTRIA GROUP INC
+$30.0K
10,883
+2%
增持
XLY
SELECT SECTOR SPDR TR
+$30.0K
1,164
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$30.0K
4,716
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$29.0K
1,187
-1%
减持
MCD
MCDONALDS CORP
+$29.0K
1,627
-4%
增持
ORCL
ORACLE CORP
+$29.0K
4,429
+8%
减持
IGF
ISHARES TR
+$29.0K
55,336
-2%
