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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 8
增持 48
减持 77
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
GII
SPDR INDEX SHS FDS
-$3.1M
513,220
-1%
减持
IVV
ISHARES TR
-$2.8M
125,911
-0%
减持
VTV
VANGUARD INDEX FDS
-$2.5M
171,111
-4%
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
IEFA
ISHARES TR
-$2.4M
203,924
-9%
减持
DFIV
DIMENSIONAL ETF TRUST
-$2.3M
620,367
-2%
减持
SCZ
ISHARES TR
-$2.0M
157,060
-11%
增持
IJR
ISHARES TR
-$1.8M
388,599
+1%
增持
ESGD
ISHARES TR
+$1.8M
66,580
+111%
减持
VBR
VANGUARD INDEX FDS
-$1.6M
140,765
-3%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.6M
125,139
+53%
减持
IJS
ISHARES TR
-$1.4M
115,562
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.3M
220,813
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$1.1M
813,262
+8%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.1M
153,744
-1%
减持
META
META PLATFORMS INC
-$826.0K
19,696
-9%
增持
DFUV
DIMENSIONAL ETF TRUST
-$820.0K
837,623
+3%
减持
SCHF
SCHWAB STRATEGIC TR
-$747.0K
176,456
-3%
减持
TOLZ
PROSHARES TR
-$725.0K
78,944
-8%
增持
TSLA
TESLA INC
+$692.0K
15,937
+204%
增持
VV
VANGUARD INDEX FDS
-$590.0K
85,388
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$573.0K
90,871
+14%
增持
ESML
ISHARES TR
+$549.0K
104,766
+24%
清仓
MUB
ISHARES TR
-$539.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$519.0K
25,907
+0%
减持
INTC
INTEL CORP
-$433.0K
35,565
-1%
减持
DLS
WISDOMTREE TR
-$433.0K
46,904
-4%
减持
IGF
ISHARES TR
-$426.0K
50,438
-7%
减持
VTIP
VANGUARD MALVERN FDS
-$400.0K
102,212
-4%
清仓
BOND
PIMCO ETF TR
-$310.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$302.0K
14,910
+1%
清仓
VLO
VALERO ENERGY CORP
-$295.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$290.0K
7,766
-12%
增持
GOOG
ALPHABET INC
-$288.0K
16,688
+1829%
增持
ESGU
ISHARES TR
+$287.0K
9,659
+69%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$287.0K
934
-37%
减持
BSV
VANGUARD BD INDEX FDS
-$278.0K
84,572
-2%
减持
VTI
VANGUARD INDEX FDS
-$277.0K
7,322
-13%
建仓
ESGE
ISHARES INC
+$272.0K
9,847
建仓
FSLR
FIRST SOLAR INC
+$270.0K
2,043
减持
VNQ
VANGUARD INDEX FDS
-$259.0K
9,549
-15%
增持
DFAC
DIMENSIONAL ETF TRUST
+$243.0K
53,771
+31%
清仓
AGG
ISHARES TR
-$240.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$240.0K
13,110
-10%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$239.0K
0
-100%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$238.0K
0
-100%
清仓
MMM
3M CO
-$237.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$236.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$234.0K
0
-100%
清仓
CRM
SALESFORCE INC
-$233.0K
0
-100%
清仓
FDX
FEDEX CORP
-$227.0K
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$220.0K
0
-100%
清仓
SPDW
SPDR INDEX SHS FDS
-$214.0K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$213.0K
1,319
建仓
TQQQ
PROSHARES TR
+$213.0K
11,031
建仓
MPC
MARATHON PETE CORP
+$212.0K
2,137
清仓
—
GSK PLC
-$211.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$208.0K
14,292
+8%
清仓
TRV
TRAVELERS COMPANIES INC
-$204.0K
0
-100%
清仓
MTH
MERITAGE HOMES CORP
-$201.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$200.0K
13,940
-16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$195.0K
21,536
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$192.0K
8,284
-0%
减持
SCHA
SCHWAB STRATEGIC TR
-$189.0K
71,402
-4%
减持
SCHG
SCHWAB STRATEGIC TR
-$181.0K
8,600
-25%
减持
JNJ
JOHNSON & JOHNSON
-$177.0K
8,648
-3%
建仓
—
AEGON N V
+$174.0K
43,914
增持
UNH
UNITEDHEALTH GROUP INC
+$172.0K
6,259
+8%
增持
GOOGL
ALPHABET INC
-$162.0K
11,181
+1879%
减持
SCHC
SCHWAB STRATEGIC TR
-$152.0K
32,389
-4%
减持
IEMG
ISHARES INC
-$147.0K
5,260
-31%
减持
NFRA
FLEXSHARES TR
-$146.0K
17,608
-4%
减持
PFE
PFIZER INC
-$136.0K
14,911
-1%
减持
KO
COCA COLA CO
-$133.0K
7,830
-14%
减持
PM
PHILIP MORRIS INTL INC
-$132.0K
6,414
-5%
减持
T
AT&T INC
-$129.0K
10,364
-25%
减持
ORCL
ORACLE CORP
-$129.0K
3,314
-30%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$125.0K
16,091
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$125.0K
3,768
-7%
减持
CMCSA
COMCAST CORP NEW
-$124.0K
7,989
-12%
减持
MGRC
MCGRATH RENTCORP
-$120.0K
10,401
-20%
减持
AAPL
APPLE INC
+$114.0K
133,297
-0%
减持
MOH
MOLINA HEALTHCARE INC
+$113.0K
2,324
-1%
减持
TILT
FLEXSHARES TR
-$111.0K
3,847
-13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$111.0K
7,394
-11%
减持
NKE
NIKE INC
-$109.0K
4,800
-3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$106.0K
4,904
-7%
减持
BAX
BAXTER INTL INC
-$101.0K
6,674
-7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$100.0K
11,648
-6%
增持
AVGO
BROADCOM INC
-$95.0K
2,347
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$87.0K
3,555
-4%
增持
ELV
ELEVANCE HEALTH INC
-$85.0K
3,076
+0%
增持
NVDA
NVIDIA CORPORATION
-$78.0K
2,783
+1%
增持
JPM
JPMORGAN CHASE & CO
-$78.0K
11,184
+1%
增持
TLTE
FLEXSHARES TR
-$76.0K
36,910
+10%
增持
MRK
MERCK & CO INC
-$75.0K
15,161
+0%
减持
CAT
CATERPILLAR INC
-$74.0K
3,427
-4%
减持
ED
CONSOLIDATED EDISON INC
-$67.0K
5,865
-2%
减持
EFA
ISHARES TR
-$67.0K
8,738
-2%
减持
SUB
ISHARES TR
-$66.0K
6,603
-7%
减持
MA
MASTERCARD INCORPORATED
-$65.0K
1,483
-4%
减持
GLD
SPDR GOLD TR
-$65.0K
2,311
-8%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$63.0K
4,240
-2%
减持
WEC
WEC ENERGY GROUP INC
-$58.0K
4,920
-1%
增持
EFV
ISHARES TR
+$58.0K
9,258
+34%
减持
MDLZ
MONDELEZ INTL INC
-$57.0K
5,899
-4%
减持
ACWI
ISHARES TR
-$53.0K
6,907
-2%
减持
MCD
MCDONALDS CORP
-$53.0K
1,442
-8%
增持
V
VISA INC
-$53.0K
3,276
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
-$52.0K
114,269
+11%
增持
—
ATLASSIAN CORP PLC
+$52.0K
1,210
+12%
建仓
—
ATARA BIOTHERAPEUTICS INC
+$50.0K
13,277
减持
ISRG
INTUITIVE SURGICAL INC
-$48.0K
3,348
-1%
减持
SHOP
SHOPIFY INC
-$44.0K
9,812
-0%
增持
VUG
VANGUARD INDEX FDS
+$44.0K
2,892
+12%
增持
ABT
ABBOTT LABS
-$44.0K
4,476
+2%
减持
HON
HONEYWELL INTL INC
-$43.0K
1,533
-11%
减持
EW
EDWARDS LIFESCIENCES CORP
-$42.0K
3,058
-1%
建仓
HMY
HARMONY GOLD MINING CO LTD
+$42.0K
17,319
增持
SCHB
SCHWAB STRATEGIC TR
-$42.0K
22,534
+1%
减持
CSCO
CISCO SYS INC
-$41.0K
14,846
-0%
减持
—
ARISTA NETWORKS INC
+$41.0K
2,192
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$40.0K
2,985
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$37.0K
38,541
-0%
减持
ABNB
AIRBNB INC
+$35.0K
3,348
-6%
增持
ABBV
ABBVIE INC
-$34.0K
4,968
+9%
减持
VYM
VANGUARD WHITEHALL FDS
-$34.0K
2,665
-6%
增持
INTU
INTUIT
+$33.0K
1,103
+8%
增持
VB
VANGUARD INDEX FDS
-$32.0K
54,606
+3%
增持
QQQ
INVESCO QQQ TR
-$32.0K
2,533
+0%
减持
BCS
BARCLAYS PLC
-$31.0K
25,321
-0%
减持
MO
ALTRIA GROUP INC
-$30.0K
10,858
-3%
减持
DIS
DISNEY WALT CO
-$29.0K
5,105
-6%
清仓
LX
LEXINFINTECH HLDGS LTD
-$28.0K
0
-100%
增持
TGT
TARGET CORP
+$27.0K
2,152
+4%
增持
AMGN
AMGEN INC
-$26.0K
2,311
+3%
增持
HD
HOME DEPOT INC
+$25.0K
4,564
+1%
增持
—
ACCENTURE PLC IRELAND
-$25.0K
1,260
+0%
减持
AXP
AMERICAN EXPRESS CO
-$24.0K
2,312
-5%
增持
NEE
NEXTERA ENERGY INC
+$22.0K
3,779
+7%
增持
IWF
ISHARES TR
-$21.0K
2,519
+0%
增持
APD
AIR PRODS & CHEMS INC
+$19.0K
1,632
+9%
增持
CTO
CTO RLTY GROWTH INC NEW
-$19.0K
11,391
+200%
减持
CVS
CVS HEALTH CORP
-$18.0K
3,865
-7%
增持
UMC
UNITED MICROELECTRONICS CORP
-$18.0K
15,281
+1%
减持
LLY
LILLY ELI & CO
-$17.0K
1,307
-4%
减持
CVX
CHEVRON CORP NEW
-$17.0K
2,615
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$16.0K
3,739
+2%
增持
CWT
CALIFORNIA WTR SVC GROUP
-$16.0K
6,572
+1%
增持
PEP
PEPSICO INC
-$13.0K
4,215
+0%
增持
WM
WASTE MGMT INC DEL
+$13.0K
1,489
+1%
