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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 11
增持 53
减持 81
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$4.7M
250,186
+23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.5M
226,475
+3%
增持
EFV
ISHARES TR
+$4.1M
97,594
+954%
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
SCZ
ISHARES TR
+$4.1M
208,455
+33%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$4.0M
798,981
-2%
增持
IVV
ISHARES TR
+$3.2M
125,918
+0%
增持
VBR
VANGUARD INDEX FDS
+$2.7M
144,047
+2%
减持
IJR
ISHARES TR
+$2.7M
386,033
-1%
减持
VTV
VANGUARD INDEX FDS
+$2.5M
168,188
-2%
减持
TSLA
TESLA INC
-$2.4M
14,745
-7%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.9M
798,578
-5%
减持
AAPL
APPLE INC
-$1.8M
127,947
-4%
增持
SUB
ISHARES TR
+$1.7M
22,443
+240%
减持
GII
SPDR INDEX SHS FDS
+$1.4M
494,769
-4%
增持
NFRA
FLEXSHARES TR
+$1.4M
43,975
+150%
建仓
AVLV
AMERICAN CENTY ETF TR
+$1.3M
26,100
增持
VB
VANGUARD INDEX FDS
+$1.2M
57,350
+5%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$1.1M
153,490
-0%
增持
ESML
ISHARES TR
+$972.1K
127,285
+21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$899.9K
21,531
-0%
增持
ESGU
ISHARES TR
+$796.0K
18,443
+91%
增持
ESGE
ISHARES INC
+$761.9K
34,382
+249%
减持
VTIP
VANGUARD MALVERN FDS
-$748.8K
89,236
-13%
增持
SCHF
SCHWAB STRATEGIC TR
+$722.5K
176,544
+0%
减持
AVDV
AMERICAN CENTY ETF TR
-$703.2K
94,685
-24%
减持
AVUV
AMERICAN CENTY ETF TR
+$676.5K
89,740
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$596.2K
25,754
-1%
增持
TLTE
FLEXSHARES TR
+$561.7K
45,526
+23%
减持
BSV
VANGUARD BD INDEX FDS
-$559.1K
76,633
-9%
减持
VV
VANGUARD INDEX FDS
+$554.9K
83,358
-2%
减持
ESGD
ISHARES TR
+$486.6K
64,247
-4%
减持
IJS
ISHARES TR
+$463.6K
109,425
-5%
建仓
—
MARQETA INC
+$443.0K
72,500
减持
AMZN
AMAZON COM INC
-$427.4K
14,139
-1%
增持
MRK
MERCK & CO INC
+$382.2K
15,216
+0%
清仓
GLD
SPDR GOLD TR
-$357.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$320.9K
13,943
+0%
增持
AVGO
BROADCOM INC
+$301.6K
2,403
+2%
减持
JPM
JPMORGAN CHASE & CO
+$301.1K
10,963
-2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$290.5K
61,222
+14%
清仓
—
ATLASSIAN CORP PLC
-$255.0K
0
-100%
减持
CAT
CATERPILLAR INC
+$250.3K
3,391
-1%
清仓
—
ARISTA NETWORKS INC
-$247.0K
0
-100%
增持
META
META PLATFORMS INC
-$244.2K
20,175
+2%
减持
TOLZ
PROSHARES TR
+$241.3K
77,745
-2%
清仓
—
NEVRO CORP
-$234.0K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$232.5K
478
建仓
SCHX
SCHWAB STRATEGIC TR
+$231.4K
5,125
建仓
TRV
TRAVELERS COMPANIES INC
+$227.1K
1,211
清仓
IEMG
ISHARES INC
-$226.0K
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$217.3K
7,320
建仓
SBUX
STARBUCKS CORP
+$214.6K
2,163
建仓
L
LOEWS CORP
+$204.2K
3,501
建仓
XLF
SELECT SECTOR SPDR TR
+$203.1K
5,939
建仓
NVO
NOVO-NORDISK A S
+$201.9K
1,492
增持
SCHA
SCHWAB STRATEGIC TR
+$201.4K
71,596
+0%
建仓
STZ
CONSTELLATION BRANDS INC
+$200.7K
866
减持
PG
PROCTER AND GAMBLE CO
+$196.3K
7,761
-0%
增持
ELV
ELEVANCE HEALTH INC
+$183.5K
3,081
+0%
减持
KMB
KIMBERLY-CLARK CORP
+$182.9K
8,213
-1%
减持
HD
HOME DEPOT INC
+$180.1K
4,556
-0%
减持
DLS
WISDOMTREE TR
-$159.3K
38,883
-17%
减持
ISRG
INTUITIVE SURGICAL INC
-$148.8K
1,806
-46%
减持
UNH
UNITEDHEALTH GROUP INC
+$143.1K
6,232
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$142.9K
106,569
-7%
减持
VUG
VANGUARD INDEX FDS
-$139.5K
2,250
-22%
增持
ABBV
ABBVIE INC
+$138.9K
4,987
+0%
增持
CVX
CHEVRON CORP NEW
+$132.7K
2,834
+8%
减持
IWN
ISHARES TR
+$130.5K
15,277
-1%
增持
ACWI
ISHARES TR
+$126.5K
7,828
+13%
减持
APD
AIR PRODS & CHEMS INC
+$121.8K
1,628
-0%
增持
CSCO
CISCO SYS INC
+$118.6K
14,959
+1%
减持
IGF
ISHARES TR
+$118.6K
48,617
-4%
增持
T
AT&T INC
+$118.6K
15,077
+45%
增持
NVDA
NVIDIA CORPORATION
+$116.8K
3,112
+12%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$105.5K
15,199
-2%
增持
AMGN
AMGEN INC
+$100.7K
2,367
+2%
减持
PM
PHILIP MORRIS INTL INC
+$100.4K
6,248
-3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$98.4K
4,948
+1%
增持
MA
MASTERCARD INCORPORATED
+$98.1K
1,496
+1%
增持
NULC
NUSHARES ETF TR
+$97.5K
9,263
+39%
减持
PFE
PFIZER INC
+$93.8K
14,575
-2%
增持
GOOG
ALPHABET INC
-$93.4K
17,036
+2%
增持
NUDM
NUSHARES ETF TR
+$85.5K
17,615
+7%
减持
JNJ
JOHNSON & JOHNSON
+$82.9K
8,468
-2%
增持
ORCL
ORACLE CORP
+$79.8K
3,448
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$79.8K
3,746
-1%
减持
DIS
DISNEY WALT CO
-$77.8K
4,652
-9%
减持
SCHC
SCHWAB STRATEGIC TR
+$75.5K
30,966
-4%
减持
V
VISA INC
+$72.5K
3,150
-4%
减持
SHOP
SHOPIFY INC
+$72.3K
9,690
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$71.1K
3,504
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$70.8K
974
+4%
减持
MSFT
MICROSOFT CORP
+$67.4K
14,763
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$67.3K
9,334
-3%
增持
VO
VANGUARD INDEX FDS
+$66.5K
4,183
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$65.6K
38,540
-0%
增持
MO
ALTRIA GROUP INC
+$64.4K
10,990
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$64.2K
22,545
+0%
减持
VNQ
VANGUARD INDEX FDS
-$63.4K
8,519
-11%
增持
CMCSA
COMCAST CORP NEW
+$60.8K
8,429
+6%
减持
IWV
ISHARES TR
+$57.4K
5,888
-2%
减持
DFIV
DIMENSIONAL ETF TRUST
+$56.2K
527,539
-15%
减持
ABT
ABBOTT LABS
+$55.9K
4,453
-1%
减持
ED
CONSOLIDATED EDISON INC
+$55.9K
5,864
-0%
减持
NKE
NIKE INC
+$55.9K
3,887
-19%
减持
CWT
CALIFORNIA WTR SVC GROUP
+$52.5K
6,571
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$51.7K
1,828
-3%
减持
BAC
BANK AMERICA CORP
+$46.9K
28,379
-4%
减持
MCD
MCDONALDS CORP
+$46.3K
1,439
-0%
增持
FSLR
FIRST SOLAR INC
+$45.2K
2,104
+3%
增持
TILT
FLEXSHARES TR
+$40.2K
3,851
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$40.1K
2,994
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$39.5K
11,098
-5%
减持
QCOM
QUALCOMM INC
-$37.9K
2,202
-11%
减持
LLY
LILLY ELI & CO
+$37.6K
1,259
-4%
增持
IWM
ISHARES TR
+$36.0K
3,716
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$35.5K
2,666
+0%
减持
COST
COSTCO WHSL CORP NEW
-$34.3K
788
-6%
减持
VTI
VANGUARD INDEX FDS
+$33.7K
7,049
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$33.1K
15,909
-1%
增持
WMT
WALMART INC
+$33.0K
2,010
+4%
增持
—
ACCENTURE PLC IRELAND
+$32.8K
1,337
+6%
减持
EFA
ISHARES TR
-$32.1K
6,960
-20%
减持
HON
HONEYWELL INTL INC
+$31.6K
1,342
-12%
减持
ICSH
ISHARES TR
-$30.5K
14,279
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$29.9K
4,308
+2%
减持
BCS
BARCLAYS PLC
+$29.6K
24,569
-3%
增持
GOOGL
ALPHABET INC
-$26.9K
11,811
+6%
减持
KO
COCA COLA CO
+$26.9K
7,324
-6%
减持
CMA
COMERICA INC
-$25.7K
5,449
-1%
减持
MPC
MARATHON PETE CORP
+$25.6K
2,041
-4%
减持
MDLZ
MONDELEZ INTL INC
-$24.9K
4,472
-24%
减持
AXP
AMERICAN EXPRESS CO
+$24.1K
2,275
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$23.4K
1,164
-8%
增持
EW
EDWARDS LIFESCIENCES CORP
-$22.8K
3,085
+1%
减持
—
STELLANTIS N.V
+$22.3K
11,077
-3%
减持
NEE
NEXTERA ENERGY INC
-$21.0K
3,289
-13%
减持
CVS
CVS HEALTH CORP
-$20.4K
3,741
-3%
减持
PEP
PEPSICO INC
+$17.7K
3,906
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$17.6K
12,193
-7%
减持
VOO
VANGUARD INDEX FDS
+$16.7K
1,502
-4%
增持
BAX
BAXTER INTL INC
-$15.8K
6,734
+1%
减持
TLTD
FLEXSHARES TR
-$14.1K
7,771
-17%
增持
WFC
WELLS FARGO CO NEW
+$13.0K
7,265
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$12.2K
1,272
-7%
增持
IWF
ISHARES TR
+$10.7K
2,524
+0%
减持
—
AEGON N V
-$10.5K
32,440
-26%
减持
WM
WASTE MGMT INC DEL
-$9.8K
1,461
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$7.4K
7,413
+0%
