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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 76
减持 60
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$4.4M
127,409
-0%
增持
IVV
ISHARES TR
+$4.1M
127,628
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.6M
800,414
+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。
建仓
SNOW
SNOWFLAKE INC
+$2.4M
15,322
增持
IJR
ISHARES TR
+$2.0M
398,034
+3%
减持
META
META PLATFORMS INC
+$1.6M
19,177
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
233,317
+3%
增持
GII
SPDR INDEX SHS FDS
+$1.5M
504,417
+2%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$1.5M
60,650
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.4M
540,466
+2%
增持
TSLA
TESLA INC
+$1.3M
15,107
+2%
减持
IEFA
ISHARES TR
+$990.5K
245,504
-2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$871.3K
92,533
+51%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$871.1K
153,116
-0%
增持
MSFT
MICROSOFT CORP
+$741.9K
14,854
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$710.5K
25,794
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$631.1K
779,727
-2%
减持
SCZ
ISHARES TR
+$582.6K
207,632
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$538.6K
97,557
+9%
减持
VTV
VANGUARD INDEX FDS
-$512.5K
167,230
-1%
减持
VV
VANGUARD INDEX FDS
+$511.3K
80,468
-3%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$505.0K
31,703
增持
ESGD
ISHARES TR
+$482.9K
65,513
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$476.5K
97,765
+3%
减持
SCHF
SCHWAB STRATEGIC TR
+$453.3K
176,430
-0%
增持
NVDA
NVIDIA CORPORATION
+$432.4K
3,194
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$364.6K
6,220
-0%
减持
VBR
VANGUARD INDEX FDS
-$356.7K
141,837
-2%
增持
ESGU
ISHARES TR
+$308.1K
20,687
+12%
增持
GOOG
ALPHABET INC
+$290.1K
17,324
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$289.2K
112,361
+5%
增持
AMZN
AMAZON COM INC
+$276.9K
14,179
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$262.7K
92,659
+4%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$253.8K
1,208
建仓
PKX
POSCO HOLDINGS INC
+$250.9K
3,600
增持
TDTF
FLEXSHARES TR
+$232.9K
117,798
+5%
增持
ESML
ISHARES TR
+$225.6K
129,764
+2%
建仓
TXN
TEXAS INSTRS INC
+$224.5K
1,207
减持
JNJ
JOHNSON & JOHNSON
-$222.7K
8,214
-3%
增持
AVGO
BROADCOM INC
+$217.3K
2,433
+1%
建仓
GE
GENERAL ELECTRIC CO
+$216.8K
2,268
增持
GOOGL
ALPHABET INC
+$215.4K
12,123
+3%
建仓
—
EATON CORP PLC
+$215.4K
1,257
建仓
CORT
CORCEPT THERAPEUTICS INC
+$212.9K
9,828
建仓
HSY
HERSHEY CO
+$212.1K
834
减持
INTC
INTEL CORP
+$210.5K
34,633
-1%
建仓
TEAM
ATLASSIAN CORPORATION
+$209.0K
1,221
清仓
XLF
SELECT SECTOR SPDR TR
-$203.1K
0
-100%
建仓
CWI
SPDR INDEX SHS FDS
+$202.3K
7,863
清仓
STZ
CONSTELLATION BRANDS INC
-$200.7K
0
-100%
增持
SUB
ISHARES TR
+$188.1K
24,152
+8%
增持
BSV
VANGUARD BD INDEX FDS
+$186.6K
77,860
+2%
增持
ABNB
AIRBNB INC
+$163.6K
4,189
+0%
减持
PFE
PFIZER INC
-$157.9K
14,434
-1%
减持
EFV
ISHARES TR
+$155.9K
95,477
-2%
增持
ELV
ELEVANCE HEALTH INC
-$153.2K
3,104
+1%
减持
—
MARQETA INC
-$153.1K
63,437
-13%
减持
MOH
MOLINA HEALTHCARE INC
-$146.4K
2,329
-0%
增持
FSLR
FIRST SOLAR INC
+$144.0K
2,111
+0%
减持
VB
VANGUARD INDEX FDS
+$144.0K
56,288
-2%
增持
QQQ
INVESCO QQQ TR
+$139.5K
2,539
+0%
增持
SHOP
SHOPIFY INC
+$128.7K
9,700
+0%
增持
CMA
COMERICA INC
-$127.5K
5,454
+0%
增持
BAC
BANK AMERICA CORP
-$123.3K
28,554
+1%
增持
INTU
INTUIT
+$104.4K
1,177
+9%
增持
CSCO
CISCO SYS INC
+$94.8K
15,446
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$84.0K
13,270
-17%
增持
ICSH
ISHARES TR
+$83.4K
15,879
+11%
增持
HD
HOME DEPOT INC
-$83.2K
4,594
+1%
增持
V
VISA INC
+$79.0K
3,254
+3%
减持
—
AEGON N V
-$79.0K
19,656
-39%
增持
MRVL
MARVELL TECHNOLOGY INC
+$76.9K
9,761
+5%
减持
BAX
BAXTER INTL INC
-$74.8K
6,617
-2%
减持
AMGN
AMGEN INC
-$74.8K
2,262
-4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$74.2K
38,068
-1%
减持
IWF
ISHARES TR
+$73.5K
2,514
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$71.8K
1,072
-16%
增持
CVS
CVS HEALTH CORP
-$64.3K
3,826
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$62.7K
4,086
+9%
增持
TLTD
FLEXSHARES TR
+$61.6K
8,232
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$57.9K
2,952
-1%
减持
DIS
DISNEY WALT CO
+$55.2K
4,588
-1%
减持
SCHB
SCHWAB STRATEGIC TR
+$53.3K
22,227
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$50.7K
13,656
+12%
减持
ABBV
ABBVIE INC
-$50.2K
4,742
-5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$49.5K
979
+1%
减持
ABT
ABBOTT LABS
-$48.5K
4,349
-2%
减持
JPM
JPMORGAN CHASE & CO
-$47.2K
10,920
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$46.4K
1,827
-0%
减持
DLS
WISDOMTREE TR
+$45.7K
37,732
-3%
增持
—
STELLANTIS N.V
+$44.7K
11,104
+0%
增持
NVO
NOVO-NORDISK A S
+$41.7K
1,531
+3%
增持
QCOM
QUALCOMM INC
+$41.0K
2,219
+1%
减持
ACWI
ISHARES TR
+$40.3K
7,731
-1%
减持
IJS
ISHARES TR
+$39.7K
107,183
-2%
增持
ORCL
ORACLE CORP
+$39.1K
3,454
+0%
增持
MRK
MERCK & CO INC
-$38.4K
15,506
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$37.4K
3,741
-0%
增持
MA
MASTERCARD INCORPORATED
+$37.3K
1,534
+3%
减持
ESGE
ISHARES INC
+$36.0K
33,986
-1%
减持
WFC
WELLS FARGO CO NEW
-$35.9K
7,065
-3%
增持
CAT
CATERPILLAR INC
-$35.3K
3,395
+0%
减持
AXP
AMERICAN EXPRESS CO
+$34.8K
2,249
-1%
增持
COST
COSTCO WHSL CORP NEW
+$33.3K
791
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$32.6K
11,016
-1%
减持
MPC
MARATHON PETE CORP
+$32.4K
2,002
-2%
增持
APD
AIR PRODS & CHEMS INC
-$31.1K
1,639
+1%
增持
VO
VANGUARD INDEX FDS
+$29.8K
4,184
+0%
减持
TGT
TARGET CORP
+$29.8K
2,099
-2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$29.8K
3,142
+2%
减持
NFRA
FLEXSHARES TR
+$28.7K
43,224
-2%
增持
HON
HONEYWELL INTL INC
-$28.4K
1,356
+1%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$27.0K
12,070
+100%
减持
KO
COCA COLA CO
-$27.0K
7,076
-3%
增持
T
AT&T INC
+$26.8K
15,811
+5%
增持
UPS
UNITED PARCEL SERVICE INC
+$25.6K
1,217
+0%
增持
LLY
LILLY ELI & CO
-$25.1K
1,268
+1%
减持
VTI
VANGUARD INDEX FDS
+$25.0K
6,725
-5%
减持
IGF
ISHARES TR
-$23.5K
46,228
-5%
增持
MCD
MCDONALDS CORP
+$23.4K
1,440
+0%
减持
TOLZ
PROSHARES TR
-$21.3K
75,640
-3%
增持
WMT
WALMART INC
+$21.1K
2,076
+3%
增持
CVX
CHEVRON CORP NEW
-$20.9K
2,990
+6%
减持
XLV
SELECT SECTOR SPDR TR
-$20.9K
1,669
-4%
减持
TILT
FLEXSHARES TR
+$20.3K
3,778
-2%
增持
VXUS
VANGUARD STAR FDS
+$20.2K
5,740
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$20.1K
4,369
-15%
减持
CMCSA
COMCAST CORP NEW
+$20.0K
8,302
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$18.8K
7,352
+0%
减持
TLTE
FLEXSHARES TR
+$18.8K
43,764
-4%
增持
IWM
ISHARES TR
+$18.7K
3,737
+1%
减持
—
ACCENTURE PLC IRELAND
+$18.5K
1,313
-2%
增持
MDLZ
MONDELEZ INTL INC
+$18.3K
4,538
+1%
减持
VNQ
VANGUARD INDEX FDS
-$18.0K
8,244
-3%
增持
NEE
NEXTERA ENERGY INC
-$17.2K
3,344
+2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$16.1K
3,536
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$15.8K
1,814
+0%
减持
KMB
KIMBERLY-CLARK CORP
-$14.7K
8,197
-0%
增持
MO
ALTRIA GROUP INC
-$10.9K
11,014
+0%
减持
SBUX
STARBUCKS CORP
+$10.6K
2,162
-0%
减持
NKE
NIKE INC
+$10.4K
3,793
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$9.4K
1,161
-0%
增持
SPGI
S&P GLOBAL INC
+$8.4K
648
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$8.0K
475
-1%
减持
WM
WASTE MGMT INC DEL
+$7.9K
1,453
-1%
增持
BCS
BARCLAYS PLC
+$7.3K
27,669
+13%
增持
PSO
PEARSON PLC
-$6.8K
12,031
+2%
增持
PG
PROCTER AND GAMBLE CO
+$6.1K
7,952
+2%
增持
L
LOEWS CORP
+$4.9K
3,605
+3%
增持
PM
PHILIP MORRIS INTL INC
+$4.3K
6,547
+5%
