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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 8
增持 47
减持 64
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
DFIV
DIMENSIONAL ETF TRUST
-$27.5M
631,491
-52%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$25.6M
810,809
减持
IVV
ISHARES TR
-$9.5M
126,478
-0%
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。
增持
IJR
ISHARES TR
-$5.5M
386,391
+1%
减持
AAPL
APPLE INC
-$5.2M
133,907
-1%
减持
VTV
VANGUARD INDEX FDS
-$4.8M
179,011
-7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.2M
217,359
-0%
增持
VBR
VANGUARD INDEX FDS
-$3.3M
145,632
+2%
减持
IEFA
ISHARES TR
-$3.0M
223,553
-4%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$2.4M
154,581
+0%
减持
IJS
ISHARES TR
-$2.4M
122,887
-5%
增持
GII
SPDR INDEX SHS FDS
-$2.2M
516,056
+1%
减持
TSLA
TESLA INC
-$2.2M
5,250
-2%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.9M
751,076
+11%
增持
SPY
SPDR S&P 500 ETF TR
-$1.9M
25,904
+1%
增持
SCZ
ISHARES TR
-$1.8M
176,570
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.8M
21,778
-1%
增持
VB
VANGUARD INDEX FDS
-$1.6M
53,180
+3%
增持
ESML
ISHARES TR
+$1.6M
84,564
+205%
增持
AMZN
AMAZON COM INC
-$1.3M
13,250
+1470%
增持
ESGD
ISHARES TR
+$1.2M
31,567
+206%
减持
DLS
WISDOMTREE TR
-$1.2M
48,754
-17%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.1M
181,596
-3%
建仓
KMB
KIMBERLY-CLARK CORP
+$1.1M
8,316
增持
META
META PLATFORMS INC
-$1.0M
21,691
+7%
增持
VV
VANGUARD INDEX FDS
-$814.0K
84,455
+15%
增持
AVDV
AMERICAN CENTY ETF TR
+$808.0K
81,954
+46%
增持
MSFT
MICROSOFT CORP
-$691.0K
14,700
+1%
建仓
IWB
ISHARES TR
+$648.0K
3,121
减持
GOOG
ALPHABET INC
-$597.0K
865
-3%
增持
AVGO
BROADCOM INC
+$595.0K
2,340
+172%
清仓
TQQQ
PROSHARES TR
-$577.0K
0
-100%
减持
EFV
ISHARES TR
-$573.0K
6,891
-60%
建仓
MUB
ISHARES TR
+$539.0K
5,064
减持
CSCO
CISCO SYS INC
-$522.0K
14,890
-28%
清仓
—
SPLUNK INC
-$490.0K
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
-$475.0K
103,119
-4%
增持
SCHB
SCHWAB STRATEGIC TR
+$427.0K
22,348
+113%
减持
QQQ
INVESCO QQQ TR
-$420.0K
2,531
-19%
清仓
IJH
ISHARES TR
-$402.0K
0
-100%
减持
TOLZ
PROSHARES TR
-$395.0K
85,665
-2%
清仓
NFLX
NETFLIX INC
-$385.0K
0
-100%
清仓
NTNX
NUTANIX INC
-$365.0K
0
-100%
增持
INTC
INTEL CORP
-$355.0K
36,099
+5%
清仓
STKS
THE ONE GROUP HOSPITALITY IN
-$353.0K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$343.0K
3,366
-0%
减持
TDTF
FLEXSHARES TR
-$343.0K
112,276
-4%
减持
MRVL
MARVELL TECHNOLOGY INC
-$341.0K
9,485
-10%
增持
AVUV
AMERICAN CENTY ETF TR
+$313.0K
79,531
+24%
建仓
BOND
PIMCO ETF TR
+$310.0K
3,250
建仓
SHOP
SHOPIFY INC
+$308.0K
9,850
减持
BAC
BK OF AMERICA CORP
-$302.0K
28,840
-1%
清仓
PYPL
PAYPAL HLDGS INC
-$293.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$283.0K
2,744
+7%
减持
VOO
VANGUARD INDEX FDS
-$278.0K
1,557
-21%
减持
DFAC
DIMENSIONAL ETF TRUST
-$271.0K
40,906
-8%
清仓
U
UNITY SOFTWARE INC
-$261.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$255.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$252.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$251.0K
565
+6%
清仓
GE
GENERAL ELECTRIC CO
-$246.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$245.0K
11,077
+1%
清仓
STZ
CONSTELLATION BRANDS INC
-$238.0K
0
-100%
清仓
BBCA
J P MORGAN EXCHANGE-TRADED F
-$234.0K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$232.0K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$231.0K
2,824
-39%
清仓
XLF
SELECT SECTOR SPDR TR
-$228.0K
0
-100%
增持
DIS
DISNEY WALT CO
-$228.0K
5,415
+1%
清仓
—
MEDTRONIC PLC
-$227.0K
0
-100%
建仓
FDX
FEDEX CORP
+$227.0K
1,002
增持
VTI
VANGUARD INDEX FDS
+$227.0K
8,433
+41%
清仓
SCHW
SCHWAB CHARLES CORP
-$220.0K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$218.0K
0
-100%
清仓
BBJP
J P MORGAN EXCHANGE-TRADED F
-$217.0K
0
-100%
清仓
CWI
SPDR INDEX SHS FDS
-$216.0K
0
-100%
清仓
PKX
POSCO HOLDINGS INC
-$216.0K
0
-100%
清仓
L
LOEWS CORP
-$214.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$211.0K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$210.0K
0
-100%
减持
TGT
TARGET CORP
-$209.0K
2,071
-12%
清仓
VOT
VANGUARD INDEX FDS
-$206.0K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$206.0K
0
-100%
清仓
TECK
TECK RESOURCES LTD
-$205.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$205.0K
0
-100%
清仓
NEM
NEWMONT CORP
-$204.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$202.0K
8,959
-11%
建仓
MTH
MERITAGE HOMES CORP
+$201.0K
2,769
清仓
HPQ
HP INC
-$200.0K
0
-100%
增持
ICSH
ISHARES TR
+$198.0K
14,971
+36%
增持
ABNB
AIRBNB INC
-$194.0K
3,558
+20%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$187.0K
38,553
-1%
减持
IWF
ISHARES TR
-$178.0K
2,518
-4%
减持
MA
MASTERCARD INCORPORATED
-$171.0K
1,543
-16%
增持
PG
PROCTER AND GAMBLE CO
+$171.0K
8,836
+23%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$167.0K
15,448
-0%
清仓
PL
PLANET LABS PBC
-$165.0K
0
-100%
减持
TILT
FLEXSHARES TR
-$164.0K
4,429
-4%
减持
HD
HOME DEPOT INC
-$158.0K
4,499
-3%
减持
MO
ALTRIA GROUP INC
-$155.0K
11,204
-6%
增持
CAT
CATERPILLAR INC
-$153.0K
3,557
+0%
增持
IGF
ISHARES TR
-$148.0K
54,241
+3%
减持
IEMG
ISHARES INC
-$146.0K
7,593
-19%
增持
—
NEVRO CORP
-$142.0K
5,018
+0%
减持
CVX
CHEVRON CORP NEW
-$138.0K
2,713
-17%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$138.0K
1,485
-1%
增持
IWM
ISHARES TR
-$133.0K
3,711
+0%
减持
HON
HONEYWELL INTL INC
-$133.0K
1,722
-22%
增持
—
EXXON MOBIL CORP
+$132.0K
16,541
+6%
减持
VTIP
VANGUARD MALVERN FDS
-$129.0K
106,076
-0%
减持
NFRA
FLEXSHARES TR
-$129.0K
18,390
-2%
增持
MOH
MOLINA HEALTHCARE INC
-$125.0K
2,339
+0%
减持
MRK
MERCK & CO INC
+$125.0K
15,153
-1%
减持
AXP
AMERICAN EXPRESS CO
-$124.0K
2,423
-2%
增持
SCHC
SCHWAB STRATEGIC TR
-$121.0K
33,656
+9%
减持
—
ATLASSIAN CORP PLC
-$118.0K
1,083
-1%
减持
NULC
NUSHARES ETF TR
-$115.0K
6,656
-21%
减持
V
VISA INC
-$115.0K
3,227
-5%
减持
UNP
UNION PAC CORP
-$112.0K
1,098
-13%
减持
—
ARISTA NETWORKS INC
-$109.0K
2,196
-3%
减持
ESGU
ISHARES TR
-$109.0K
5,721
-1%
减持
INTU
INTUIT
-$108.0K
1,021
-2%
减持
BAX
BAXTER INTL INC
-$101.0K
7,158
-1%
减持
CRM
SALESFORCE INC
-$93.0K
1,410
-8%
减持
—
ACCENTURE PLC IRELAND
-$93.0K
1,257
-4%
增持
CMA
COMERICA INC
-$91.0K
5,477
+1%
减持
COST
COSTCO WHSL CORP NEW
-$91.0K
830
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$90.0K
4,329
+2%
减持
WFC
WELLS FARGO CO NEW
-$89.0K
7,086
-6%
减持
WMT
WALMART INC
-$83.0K
1,974
-9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$82.0K
1,743
+0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$80.0K
3,100
-3%
减持
QCOM
QUALCOMM INC
-$79.0K
2,169
-7%
增持
BSV
VANGUARD BD INDEX FDS
-$79.0K
86,027
+0%
增持
TLTE
FLEXSHARES TR
-$75.0K
33,520
+9%
减持
SPGI
S&P GLOBAL INC
-$70.0K
649
-8%
减持
CMCSA
COMCAST CORP NEW
-$70.0K
9,127
-0%
减持
CVS
CVS HEALTH CORP
-$63.0K
4,175
-6%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$62.0K
3,700
+0%
增持
VNQ
VANGUARD INDEX FDS
-$62.0K
11,255
+12%
增持
NKE
NIKE INC
-$60.0K
4,972
+18%
减持
NUDM
NUSHARES ETF TR
-$58.0K
16,518
-0%
增持
TLTD
FLEXSHARES TR
-$57.0K
8,539
+6%
减持
NEE
NEXTERA ENERGY INC
-$54.0K
3,533
-9%
减持
IWD
ISHARES TR
-$52.0K
1,610
-6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$52.0K
3,025
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$51.0K
8,275
+3%
减持
—
STELLANTIS N.V
-$45.0K
11,097
-1%
增持
SUB
ISHARES TR
+$43.0K
7,106
+6%
减持
AMGN
AMGEN INC
-$43.0K
2,249
-8%
增持
ABT
ABBOTT LABS
-$41.0K
4,389
+0%
