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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 18
增持 69
减持 51
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFIV
DIMENSIONAL ETF TRUST
+$26.6M
1,309,760
+125%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$3.7M
676,664
-5%
减持
IVV
ISHARES TR
-$3.4M
126,619
-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。
减持
META
META PLATFORMS INC
-$3.1M
20,233
-11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.9M
218,382
-2%
增持
GII
SPDR INDEX SHS FDS
+$2.4M
513,259
+2%
增持
IJR
ISHARES TR
-$2.2M
382,213
+1%
增持
IEFA
ISHARES TR
+$2.1M
232,371
+23%
增持
AAPL
APPLE INC
+$1.5M
134,821
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
21,984
-2%
增持
VV
VANGUARD INDEX FDS
+$809.0K
73,719
+12%
减持
VUG
VANGUARD INDEX FDS
-$806.0K
2,579
-47%
增持
VB
VANGUARD INDEX FDS
+$800.0K
51,805
+15%
增持
VTV
VANGUARD INDEX FDS
+$793.0K
191,984
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$776.0K
154,311
+1%
减持
AVDV
AMERICAN CENTY ETF TR
-$649.0K
56,188
-13%
减持
HD
HOME DEPOT INC
-$595.0K
4,649
-3%
增持
SPY
SPDR S&P 500 ETF TR
-$577.0K
25,735
+0%
增持
QQQ
INVESCO QQQ TR
+$567.0K
3,115
+121%
增持
JNJ
JOHNSON & JOHNSON
+$496.0K
10,111
+34%
建仓
—
SPLUNK INC
+$490.0K
3,298
增持
—
EXXON MOBIL CORP
+$429.0K
15,562
+11%
建仓
NTNX
NUTANIX INC
+$365.0K
13,615
减持
ESGD
ISHARES TR
-$361.0K
10,328
-27%
增持
SCHA
SCHWAB STRATEGIC TR
-$357.0K
74,066
+96%
建仓
STKS
THE ONE GROUP HOSPITALITY IN
+$353.0K
33,600
建仓
VXUS
VANGUARD STAR FDS
+$343.0K
5,736
增持
AMZN
AMAZON COM INC
+$324.0K
844
+16%
减持
IJS
ISHARES TR
-$315.0K
129,893
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$310.0K
85,812
-1%
增持
V
VISA INC
+$300.0K
3,382
+63%
清仓
SCHD
SCHWAB STRATEGIC TR
-$295.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$283.0K
1,970
+61%
建仓
VLO
VALERO ENERGY CORP
+$281.0K
2,768
增持
VYM
VANGUARD WHITEHALL FDS
+$272.0K
4,618
+110%
清仓
SHOP
SHOPIFY INC
-$267.0K
0
-100%
增持
ESGU
ISHARES TR
+$266.0K
5,808
+94%
建仓
U
UNITY SOFTWARE INC
+$261.0K
2,630
建仓
SPDW
SPDR INDEX SHS FDS
+$254.0K
7,414
增持
JPM
JPMORGAN CHASE & CO
-$240.0K
10,944
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$235.0K
44,367
+30%
清仓
EL
LAUDER ESTEE COS INC
-$230.0K
0
-100%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$225.0K
9,975
清仓
SONY
SONY GROUP CORPORATION
-$224.0K
0
-100%
清仓
—
BLACKROCK INC
-$220.0K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$214.0K
1,172
建仓
L
LOEWS CORP
+$214.0K
3,294
清仓
IWO
ISHARES TR
-$213.0K
0
-100%
清仓
FDX
FEDEX CORP
-$213.0K
0
-100%
清仓
LOW
LOWES COS INC
-$212.0K
0
-100%
清仓
TJX
TJX COS INC NEW
-$212.0K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$206.0K
773
建仓
VOT
VANGUARD INDEX FDS
+$206.0K
924
建仓
SBUX
STARBUCKS CORP
+$205.0K
2,257
建仓
TECK
TECK RESOURCES LTD
+$205.0K
5,070
建仓
NEM
NEWMONT CORP
+$204.0K
2,572
清仓
—
EATON CORP PLC
-$203.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$201.0K
0
-100%
建仓
HPQ
HP INC
+$200.0K
5,521
增持
CVX
CHEVRON CORP NEW
+$192.0K
3,259
+13%
增持
ISRG
INTUITIVE SURGICAL INC
-$191.0K
3,377
+0%
减持
INTU
INTUIT
-$186.0K
1,043
-3%
增持
AVGO
BROADCOM INC
+$182.0K
860
+59%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$179.0K
1,742
-4%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$177.0K
1,496
-1%
减持
PFE
PFIZER INC
-$176.0K
14,645
-7%
增持
MSFT
MICROSOFT CORP
+$175.0K
14,486
+14%
清仓
—
CHINA YUCHAI INTL LTD
-$169.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$169.0K
142,854
+2%
建仓
PL
PLANET LABS PBC
+$165.0K
32,537
增持
MRVL
MARVELL TECHNOLOGY INC
-$163.0K
10,510
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$162.0K
39,086
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$162.0K
107,666
+11%
减持
CSCO
CISCO SYS INC
-$161.0K
20,749
-0%
减持
VTIP
VANGUARD MALVERN FDS
-$158.0K
106,344
-2%
增持
SCHF
SCHWAB STRATEGIC TR
-$157.0K
186,749
+3%
增持
TQQQ
PROSHARES TR
-$146.0K
9,924
+128%
增持
MRK
MERCK & CO INC
+$139.0K
15,302
+5%
减持
NKE
NIKE INC
-$138.0K
4,221
-0%
增持
ABBV
ABBVIE INC
+$129.0K
4,511
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$128.0K
10,511
+174%
减持
ABT
ABBOTT LABS
-$119.0K
4,374
-3%
增持
PYPL
PAYPAL HLDGS INC
-$118.0K
2,533
+16%
增持
DLS
WISDOMTREE TR
+$116.0K
58,625
+10%
建仓
PSO
PEARSON PLC
+$115.0K
11,572
增持
NFLX
NETFLIX INC
-$115.0K
1,027
+24%
减持
TOLZ
PROSHARES TR
+$112.0K
87,393
-1%
减持
BAC
BK OF AMERICA CORP
-$109.0K
29,124
-1%
减持
GOOG
ALPHABET INC
-$108.0K
891
-1%
增持
MO
ALTRIA GROUP INC
+$107.0K
11,924
+10%
增持
TDTF
FLEXSHARES TR
-$106.0K
117,126
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$103.0K
5,243
+8%
减持
TSLA
TESLA INC
+$102.0K
5,340
-0%
增持
AMGN
AMGEN INC
+$101.0K
2,439
+12%
减持
SCHC
SCHWAB STRATEGIC TR
-$100.0K
30,876
-1%
减持
HON
HONEYWELL INTL INC
-$96.0K
2,220
-12%
增持
DOCU
DOCUSIGN INC
-$96.0K
2,385
+3%
增持
—
ACCENTURE PLC IRELAND
-$96.0K
1,310
+1%
增持
—
ATLASSIAN CORP PLC
-$94.0K
1,092
+0%
减持
AGG
ISHARES TR
-$92.0K
2,358
-22%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$91.0K
4,260
-4%
增持
AXP
AMERICAN EXPRESS CO
+$84.0K
2,461
+7%
减持
NVDA
NVIDIA CORPORATION
-$84.0K
2,563
-4%
减持
ELV
ANTHEM INC
+$82.0K
3,077
-0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$81.0K
3,696
+1%
增持
SCHG
SCHWAB STRATEGIC TR
-$81.0K
11,394
+100%
增持
CAT
CATERPILLAR INC
+$78.0K
3,542
+3%
增持
CWT
CALIFORNIA WTR SVC GROUP
-$75.0K
6,573
+2%
增持
KO
COCA COLA CO
+$71.0K
9,275
+9%
减持
IWM
ISHARES TR
-$69.0K
3,710
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$68.0K
4,326
-8%
减持
BCS
BARCLAYS PLC
-$67.0K
25,368
-2%
增持
APD
AIR PRODS & CHEMS INC
-$64.0K
1,477
+4%
减持
MCD
MCDONALDS CORP
-$64.0K
1,506
-7%
减持
IMO
IMPERIAL OIL LTD
+$64.0K
5,992
-4%
增持
PM
PHILIP MORRIS INTL INC
+$62.0K
6,788
+12%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$62.0K
8,030
-4%
增持
ED
CONSOLIDATED EDISON INC
+$61.0K
5,965
+1%
减持
MMM
3M CO
-$61.0K
1,790
-3%
增持
BAX
BAXTER INTL INC
-$60.0K
7,230
+0%
增持
ESML
ISHARES TR
+$55.0K
27,683
+12%
减持
TGT
TARGET CORP
-$55.0K
2,360
-2%
减持
LX
LEXINFINTECH HLDGS LTD
-$54.0K
15,572
-37%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$54.0K
10,987
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$51.0K
16,122
+0%
减持
IGF
ISHARES TR
+$51.0K
52,767
-5%
减持
CMCSA
COMCAST CORP NEW
-$50.0K
9,139
-4%
减持
ACWI
ISHARES TR
-$50.0K
7,041
-1%
减持
VXF
VANGUARD INDEX FDS
-$49.0K
1,922
-4%
减持
DHR
DANAHER CORPORATION
-$49.0K
859
-6%
增持
CRM
SALESFORCE COM INC
-$48.0K
1,537
+4%
增持
QCOM
QUALCOMM INC
+$47.0K
2,328
+38%
减持
UPS
UNITED PARCEL SERVICE INC
-$45.0K
977
-18%
减持
LMT
LOCKHEED MARTIN CORP
+$45.0K
561
-2%
减持
TILT
FLEXSHARES TR
-$44.0K
4,636
-1%
增持
TLTE
FLEXSHARES TR
-$44.0K
30,838
+3%
增持
AMT
AMERICAN TOWER CORP NEW
-$44.0K
1,205
+2%
增持
IWF
ISHARES TR
-$41.0K
2,627
+4%
增持
T
AT&T INC
+$40.0K
11,380
+22%
增持
VTI
VANGUARD INDEX FDS
+$40.0K
5,992
+9%
减持
NFRA
FLEXSHARES TR
-$39.0K
18,785
-4%
增持
MA
MASTERCARD INCORPORATED
+$39.0K
1,840
+7%
增持
MOH
MOLINA HEALTHCARE INC
+$38.0K
2,334
+0%
增持
GE
GENERAL ELECTRIC CO
+$38.0K
2,690
+22%
增持
UMC
UNITED MICROELECTRONICS CORP
-$37.0K
15,187
+1%
增持
VO
VANGUARD INDEX FDS
-$37.0K
4,182
+3%
减持
NUDM
NUSHARES ETF TR
-$37.0K
16,520
-0%
减持
NEE
NEXTERA ENERGY INC
-$36.0K
3,869
-1%
增持
IYR
ISHARES TR
+$35.0K
3,275
+19%
减持
—
STELLANTIS N.V
-$33.0K
11,163
-3%
