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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 4
增持 79
减持 58
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$3.2M
124,200
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.2M
234,866
-1%
增持
IVV
ISHARES TR
-$2.1M
128,806
+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
DFLV
DIMENSIONAL ETF TRUST
+$1.6M
247,386
+38%
减持
VBR
VANGUARD INDEX FDS
-$1.5M
135,581
-3%
减持
IEFA
ISHARES TR
-$1.5M
225,241
-5%
增持
GII
SPDR INDEX SHS FDS
-$1.4M
531,645
+3%
增持
IJR
ISHARES TR
-$1.4M
423,413
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.2M
138,502
+11%
减持
VTV
VANGUARD INDEX FDS
-$1.1M
160,070
-2%
减持
IJS
ISHARES TR
-$856.5K
104,571
-2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$854.5K
84,517
+98%
增持
META
META PLATFORMS INC
+$771.5K
21,611
+8%
减持
DFUV
DIMENSIONAL ETF TRUST
-$766.9K
738,401
-2%
减持
SCZ
ISHARES TR
-$759.8K
199,421
-2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$723.3K
577,798
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$723.1K
844,900
+4%
减持
VB
VANGUARD INDEX FDS
-$633.0K
55,749
-1%
减持
VV
VANGUARD INDEX FDS
-$590.6K
79,249
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$571.6K
156,020
+0%
增持
AVDV
AMERICAN CENTY ETF TR
+$519.0K
118,208
+8%
增持
DFSE
DIMENSIONAL ETF TRUST
+$513.6K
45,858
+67%
减持
TOLZ
PROSHARES TR
-$420.7K
71,492
-5%
减持
TLTE
FLEXSHARES TR
-$413.0K
23,491
-26%
减持
SCHF
SCHWAB STRATEGIC TR
-$374.8K
174,436
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
-$364.4K
108,316
-10%
减持
SCHA
SCHWAB STRATEGIC TR
-$362.8K
66,807
-7%
增持
SPY
SPDR S&P 500 ETF TR
-$361.3K
25,870
+0%
减持
SNOW
SNOWFLAKE INC
-$357.4K
15,293
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$301.8K
88,282
+5%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$289.7K
0
-100%
增持
MSFT
MICROSOFT CORP
-$272.7K
14,944
+2%
减持
IGF
ISHARES TR
-$266.5K
43,054
-5%
建仓
IJH
ISHARES TR
+$256.7K
1,029
减持
TILT
FLEXSHARES TR
-$253.5K
1,773
-45%
清仓
UPS
UNITED PARCEL SERVICE INC
-$236.5K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$235.5K
21,470
+0%
增持
GOOG
ALPHABET INC
+$234.1K
16,286
+3%
建仓
TEAM
ATLASSIAN CORPORATION
+$224.1K
1,112
清仓
LMT
LOCKHEED MARTIN CORP
-$218.7K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$212.3K
99,045
+5%
清仓
DGRO
ISHARES TR
-$210.5K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$209.9K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$209.6K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$206.2K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$204.1K
0
-100%
建仓
—
ARISTA NETWORKS INC
+$202.3K
1,100
建仓
XLY
SELECT SECTOR SPDR TR
+$200.4K
1,245
增持
COST
COSTCO WHSL CORP NEW
+$199.0K
1,297
+31%
减持
MRK
MERCK & CO INC
-$197.6K
15,168
-1%
增持
GOOGL
ALPHABET INC
+$174.7K
12,335
+3%
增持
VOO
VANGUARD INDEX FDS
+$174.5K
2,002
+33%
增持
TSLA
TESLA INC
-$163.4K
15,122
+0%
增持
NFRA
FLEXSHARES TR
-$161.0K
42,267
+0%
增持
—
EXXON MOBIL CORP
+$152.5K
13,743
+1%
减持
ABNB
AIRBNB INC
-$145.2K
2,857
-32%
增持
AMGN
AMGEN INC
+$144.6K
2,380
+7%
减持
UNH
UNITEDHEALTH GROUP INC
+$140.5K
6,173
-0%
减持
RTX
RTX CORPORATION
-$130.1K
4,988
-0%
减持
VO
VANGUARD INDEX FDS
-$120.4K
4,185
-7%
增持
CAT
CATERPILLAR INC
+$115.4K
3,483
+3%
减持
VNQ
VANGUARD INDEX FDS
-$112.3K
6,415
-10%
增持
LLY
ELI LILLY & CO
+$105.7K
1,160
+5%
增持
ESGD
ISHARES TR
-$105.2K
72,478
+3%
增持
ESGU
ISHARES TR
-$100.1K
30,060
+0%
减持
VTI
VANGUARD INDEX FDS
-$99.5K
9,073
-1%
增持
PEP
PEPSICO INC
+$97.9K
4,643
+25%
减持
PKX
POSCO HOLDINGS INC
+$97.6K
3,492
-1%
减持
NEE
NEXTERA ENERGY INC
-$93.5K
4,036
-8%
增持
INTC
INTEL CORP
+$90.6K
35,026
+1%
增持
NVDA
NVIDIA CORPORATION
+$82.9K
3,288
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$79.9K
3,262
+2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$79.2K
9,121
-5%
增持
ABBV
ABBVIE INC
+$79.0K
4,845
+1%
增持
CVX
CHEVRON CORP NEW
+$75.7K
3,328
+8%
增持
ISRG
INTUITIVE SURGICAL INC
-$75.1K
1,863
+3%
减持
ABT
ABBOTT LABS
-$69.5K
4,937
-2%
增持
IWN
ISHARES TR
-$68.0K
15,367
+1%
减持
BAX
BAXTER INTL INC
-$67.9K
6,132
-7%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$66.4K
3,489
-0%
减持
SHOP
SHOPIFY INC
-$66.2K
6,391
-0%
增持
ADBE
ADOBE INC
+$65.7K
1,054
+9%
增持
MOH
MOLINA HEALTHCARE INC
+$62.9K
2,325
+0%
减持
IWM
ISHARES TR
-$62.3K
3,694
-3%
减持
SCHC
SCHWAB STRATEGIC TR
-$60.7K
32,793
-1%
减持
NKE
NIKE INC
-$60.5K
3,915
-1%
减持
AXP
AMERICAN EXPRESS CO
-$59.1K
2,162
-1%
减持
FSLR
FIRST SOLAR INC
-$58.8K
2,003
-0%
减持
EFA
ISHARES TR
-$57.9K
6,237
-7%
增持
JNJ
JOHNSON & JOHNSON
-$57.8K
8,668
+2%
减持
IMO
IMPERIAL OIL LTD
+$57.6K
5,740
-1%
减持
INTU
INTUIT
+$55.2K
1,177
-1%
清仓
BKD
BROOKDALE SR LIVING INC
-$54.9K
0
-100%
增持
PFE
PFIZER INC
-$54.1K
15,447
+0%
增持
SUB
ISHARES TR
+$50.8K
25,583
+3%
增持
ESML
ISHARES TR
+$49.5K
152,356
+7%
减持
MCD
MCDONALDS CORP
-$48.8K
1,387
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$48.1K
10,471
-4%
减持
ORCL
ORACLE CORP
-$48.0K
3,509
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$47.3K
3,826
+5%
减持
ESGE
ISHARES INC
-$47.0K
33,470
-0%
增持
ICSH
ISHARES TR
+$45.6K
15,917
+6%
增持
PG
PROCTER AND GAMBLE CO
-$44.9K
8,030
+0%
减持
SCHG
SCHWAB STRATEGIC TR
-$44.4K
9,030
-3%
增持
CVS
CVS HEALTH CORP
+$42.8K
4,165
+16%
增持
TGT
TARGET CORP
-$42.0K
2,058
+1%
增持
WMT
WALMART INC
+$39.4K
2,658
+8%
增持
AVGO
BROADCOM INC
-$39.3K
2,526
+3%
减持
MO
ALTRIA GROUP INC
-$39.2K
11,087
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$38.8K
115,418
+5%
增持
HD
HOME DEPOT INC
-$38.4K
5,020
+0%
增持
WEC
WEC ENERGY GROUP INC
-$38.0K
5,148
+0%
减持
T
AT&T INC
-$34.4K
12,147
-11%
增持
NVO
NOVO-NORDISK A S
+$33.9K
3,102
+102%
减持
ED
CONSOLIDATED EDISON INC
-$33.6K
6,186
-1%
减持
KO
COCA COLA CO
-$32.6K
6,742
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$31.4K
8,287
+3%
减持
QQQ
INVESCO QQQ TR
-$30.9K
2,718
-0%
增持
DFSI
DIMENSIONAL ETF TRUST
-$28.7K
20,996
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$26.2K
38,717
+0%
减持
CSCO
CISCO SYS INC
+$25.3K
15,468
-1%
增持
PM
PHILIP MORRIS INTL INC
-$25.2K
6,202
+1%
增持
CWT
CALIFORNIA WTR SVC GROUP
-$23.9K
6,583
+1%
增持
HON
HONEYWELL INTL INC
-$23.7K
1,484
+3%
增持
AMT
AMERICAN TOWER CORP NEW
-$23.6K
1,221
+6%
增持
JPM
JPMORGAN CHASE & CO
+$20.8K
11,128
+2%
增持
AMZN
AMAZON COM INC
-$20.7K
15,093
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$20.2K
1,819
+1%
增持
—
EATON CORP PLC
+$19.5K
1,251
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$18.9K
13,951
+10%
增持
SBUX
STARBUCKS CORP
+$18.6K
2,544
+18%
增持
SPGI
S&P GLOBAL INC
-$18.5K
668
+2%
增持
BAC
BANK AMERICA CORP
-$17.7K
29,224
+3%
增持
SCHB
SCHWAB STRATEGIC TR
-$15.7K
22,744
+2%
增持
TLTD
FLEXSHARES TR
+$15.1K
8,557
+7%
增持
DFSU
DIMENSIONAL ETF TRUST
+$14.7K
39,697
+5%
减持
VYM
VANGUARD WHITEHALL FDS
-$14.0K
2,525
-3%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$13.3K
30,748
-1%
减持
UMC
UNITED MICROELECTRONICS CORP
-$13.1K
15,216
-0%
减持
SCHX
SCHWAB STRATEGIC TR
-$12.5K
4,274
-2%
增持
ELV
ELEVANCE HEALTH INC
-$12.3K
3,094
+1%
减持
CMCSA
COMCAST CORP NEW
+$11.5K
8,691
-3%
增持
WM
WASTE MGMT INC DEL
+$11.3K
2,055
+18%
减持
L
LOEWS CORP
+$11.2K
3,637
-1%
增持
WFC
WELLS FARGO CO NEW
-$9.5K
6,579
+1%
增持
TRV
TRAVELERS COMPANIES INC
-$9.2K
1,225
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$8.0K
13,361
+2%
减持
—
MARQETA INC
+$7.3K
46,332
-16%
增持
V
VISA INC
-$7.2K
3,422
+2%
增持
QCOM
QUALCOMM INC
-$6.6K
2,197
+4%
