小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 61
减持 71
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$4.9M
128,788
+1%
减持
AAPL
APPLE INC
+$3.5M
126,264
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.1M
179,756
+196%
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
+$2.8M
414,757
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.8M
238,185
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.4M
124,288
+27%
增持
META
META PLATFORMS INC
+$1.7M
19,919
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
815,550
+2%
清仓
KMB
KIMBERLY-CLARK CORP
-$1.1M
0
-100%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$1.1M
37,857
减持
VV
VANGUARD INDEX FDS
+$1.1M
79,414
-1%
增持
ESGU
ISHARES TR
+$1.1M
29,992
+45%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$1.0M
42,622
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.0M
155,800
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$860.5K
25,763
-0%
建仓
DFSE
DIMENSIONAL ETF TRUST
+$834.2K
27,405
减持
TSLA
TESLA INC
+$813.1K
15,079
-0%
减持
MSFT
MICROSOFT CORP
+$709.1K
14,657
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$705.3K
551,734
+2%
增持
ESML
ISHARES TR
+$666.6K
142,942
+10%
增持
VTI
VANGUARD INDEX FDS
+$654.0K
9,200
+37%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$633.6K
21,365
-1%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$631.5K
20,737
增持
DFAC
DIMENSIONAL ETF TRUST
+$627.4K
109,951
+19%
减持
VBR
VANGUARD INDEX FDS
+$615.0K
139,861
-1%
减持
TLTE
FLEXSHARES TR
-$609.2K
31,589
-28%
增持
AVDV
AMERICAN CENTY ETF TR
+$602.0K
109,786
+12%
增持
AVGO
BROADCOM INC
+$576.5K
2,464
+1%
减持
VB
VANGUARD INDEX FDS
+$503.4K
56,179
-0%
增持
AMZN
AMAZON COM INC
+$474.8K
14,877
+5%
减持
NVDA
NVIDIA CORPORATION
+$460.1K
3,185
-0%
减持
IEFA
ISHARES TR
-$435.6K
236,687
-4%
增持
ESGD
ISHARES TR
+$409.2K
70,144
+7%
增持
BSV
VANGUARD BD INDEX FDS
+$378.8K
83,821
+8%
减持
SCZ
ISHARES TR
-$335.1K
203,816
-2%
减持
SNOW
SNOWFLAKE INC
+$329.7K
15,307
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$271.6K
38,700
+2%
建仓
BZH
BEAZER HOMES USA INC
+$228.2K
8,067
减持
DFUV
DIMENSIONAL ETF TRUST
-$217.9K
750,357
-4%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$212.9K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$212.6K
120,276
+7%
清仓
HSY
HERSHEY CO
-$212.1K
0
-100%
建仓
CRM
SALESFORCE INC
+$211.7K
1,002
建仓
DGRO
ISHARES TR
+$210.5K
4,085
建仓
VGT
VANGUARD WORLD FDS
+$209.6K
474
清仓
TEAM
ATLASSIAN CORPORATION
-$209.0K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$206.2K
676
建仓
TECK
TECK RESOURCES LTD
+$205.9K
4,891
建仓
BDX
BECTON DICKINSON & CO
+$204.1K
773
清仓
CWI
SPDR INDEX SHS FDS
-$202.3K
0
-100%
增持
HD
HOME DEPOT INC
+$199.4K
5,007
+9%
增持
QQQ
INVESCO QQQ TR
+$189.8K
2,719
+7%
减持
GOOGL
ALPHABET INC
+$182.0K
12,026
-1%
增持
JPM
JPMORGAN CHASE & CO
+$170.0K
10,953
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$158.8K
176,679
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$156.2K
1,812
-0%
减持
IJS
ISHARES TR
+$155.1K
107,123
-0%
减持
MRVL
MARVELL TECHNOLOGY INC
+$150.3K
9,584
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$140.5K
9,353
+9%
增持
COST
COSTCO WHSL CORP NEW
+$140.5K
991
+25%
增持
VXF
VANGUARD INDEX FDS
+$135.6K
2,722
+42%
增持
JNJ
JOHNSON & JOHNSON
+$134.6K
8,505
+4%
减持
SCHA
SCHWAB STRATEGIC TR
+$128.0K
71,461
-0%
清仓
PSO
PEARSON PLC
-$125.7K
0
-100%
增持
ABBV
ABBVIE INC
-$112.5K
4,774
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$112.3K
1,803
-1%
减持
GOOG
ALPHABET INC
+$111.6K
15,816
-9%
增持
VO
VANGUARD INDEX FDS
+$109.5K
4,505
+8%
减持
MRK
MERCK & CO INC
+$109.5K
15,246
-2%
增持
ABT
ABBOTT LABS
+$107.3K
5,024
+16%
增持
GII
SPDR INDEX SHS FDS
+$103.6K
516,755
+2%
增持
ORCL
ORACLE CORP
+$98.7K
3,524
+2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$94.6K
965
-1%
减持
VTV
VANGUARD INDEX FDS
+$90.7K
163,172
-2%
减持
T
AT&T INC
-$87.5K
13,598
-14%
减持
DLS
WISDOMTREE TR
-$87.0K
37,208
-1%
减持
VNQ
VANGUARD INDEX FDS
-$86.9K
7,153
-13%
增持
SCHB
SCHWAB STRATEGIC TR
+$85.9K
22,233
+0%
清仓
—
AEGON N V
-$84.5K
0
-100%
减持
LLY
LILLY ELI & CO
+$81.8K
1,103
-13%
增持
WMT
WALMART INC
+$79.6K
2,454
+18%
减持
TGT
TARGET CORP
-$78.1K
2,043
-3%
减持
—
EXXON MOBIL CORP
-$77.8K
13,645
-3%
增持
APD
AIR PRODS & CHEMS INC
+$76.8K
1,828
+12%
减持
FSLR
FIRST SOLAR INC
-$76.7K
2,012
-5%
减持
MOH
MOLINA HEALTHCARE INC
+$76.5K
2,322
-0%
减持
IWF
ISHARES TR
+$75.4K
2,506
-0%
减持
IGF
ISHARES TR
-$74.8K
45,373
-2%
增持
SCHC
SCHWAB STRATEGIC TR
+$74.4K
33,115
+7%
减持
ELV
ELEVANCE HEALTH INC
-$67.7K
3,060
-1%
增持
NEE
NEXTERA ENERGY INC
+$66.9K
4,376
+31%
增持
WM
WASTE MGMT INC DEL
+$64.8K
1,741
+20%
减持
DIS
DISNEY WALT CO
-$63.4K
4,435
-3%
增持
V
VISA INC
+$60.7K
3,345
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$60.0K
12,668
-7%
增持
CMCSA
COMCAST CORP NEW
+$59.1K
8,998
+8%
减持
TOLZ
PROSHARES TR
-$56.3K
75,264
-0%
增持
SUB
ISHARES TR
+$52.5K
24,805
+3%
减持
AMGN
AMGEN INC
-$51.7K
2,230
-1%
减持
TILT
FLEXSHARES TR
-$50.1K
3,218
-15%
减持
SHOP
SHOPIFY INC
-$50.1K
6,423
-34%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$49.0K
12,199
-20%
增持
IWM
ISHARES TR
+$48.6K
3,819
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$47.7K
3,207
+9%
减持
CWT
CALIFORNIA WTR SVC GROUP
-$47.1K
6,495
-1%
增持
—
ACCENTURE PLC IRELAND
+$45.3K
1,363
+4%
减持
MPC
MARATHON PETE CORP
-$42.4K
1,951
-3%
减持
ICSH
ISHARES TR
-$41.6K
15,036
-5%
增持
VTIP
VANGUARD MALVERN FDS
+$39.6K
94,275
+2%
增持
SPGI
S&P GLOBAL INC
+$39.2K
655
+1%
增持
HON
HONEYWELL INTL INC
+$38.6K
1,435
+6%
增持
ACWI
ISHARES TR
+$37.8K
7,740
+0%
减持
NFRA
FLEXSHARES TR
-$37.4K
42,167
-2%
减持
PM
PHILIP MORRIS INTL INC
-$37.3K
6,140
-6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$36.3K
1,102
+3%
减持
CVS
CVS HEALTH CORP
-$36.3K
3,588
-6%
增持
PG
PROCTER AND GAMBLE CO
+$33.7K
8,015
+1%
减持
QCOM
QUALCOMM INC
-$32.5K
2,105
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$32.3K
6,183
-1%
减持
—
EATON CORP PLC
+$32.0K
1,230
-2%
增持
TDTF
FLEXSHARES TR
-$31.5K
120,499
+2%
减持
BAX
BAXTER INTL INC
+$30.9K
6,570
-1%
增持
NKE
NIKE INC
-$30.3K
3,940
+4%
减持
GE
GENERAL ELECTRIC CO
+$30.1K
2,248
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
+$29.7K
3,071
-2%
减持
KO
COCA COLA CO
-$28.8K
6,809
-4%
增持
EFA
ISHARES TR
+$28.8K
6,728
+5%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$28.3K
1,203
-0%
减持
MA
MASTERCARD INCORPORATED
+$27.0K
1,486
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$26.5K
4,233
-2%
减持
INTC
INTEL CORP
+$23.1K
34,527
-0%
增持
PFE
PFIZER INC
-$22.4K
15,445
+7%
减持
NUDM
NUSHARES ETF TR
-$22.0K
16,344
-7%
增持
INTU
INTUIT
+$21.4K
1,192
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$20.8K
4,088
+0%
减持
—
MARQETA INC
-$20.1K
55,395
-13%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$19.5K
3,492
-1%
减持
MDLZ
MONDELEZ INTL INC
-$19.1K
4,076
-10%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$17.6K
8,012
+5%
增持
FINV
FINVOLUTION GROUP
+$17.6K
21,172
+11%
增持
ABNB
AIRBNB INC
+$16.0K
4,191
+0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$15.8K
31,002
-2%
减持
PEP
PEPSICO INC
-$14.7K
3,719
-4%
减持
TXN
TEXAS INSTRS INC
-$14.6K
1,166
-3%
减持
WFC
WELLS FARGO CO NEW
+$14.2K
6,520
-8%
增持
MO
ALTRIA GROUP INC
+$14.0K
11,157
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$12.8K
1,157
-0%
减持
SBUX
STARBUCKS CORP
-$11.6K
2,156
-0%
减持
MCD
MCDONALDS CORP
+$11.5K
1,388
-4%
减持
AXP
AMERICAN EXPRESS CO
+$10.7K
2,191
-3%
