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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 74
减持 54
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
TDTF
FLEXSHARES TR
+$44.9M
2,017,384
+1574%
增持
MSFT
MICROSOFT CORP
+$12.6M
46,174
+209%
减持
IVV
ISHARES TR
+$5.5M
127,303
-1%
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
IJR
ISHARES TR
+$5.3M
418,134
-1%
清仓
VTIP
VANGUARD MALVERN FDS
-$4.7M
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.7M
235,886
+0%
增持
AAPL
APPLE INC
+$3.3M
127,843
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$3.2M
44,334
-50%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$3.1M
835,649
-1%
建仓
BND
VANGUARD BD INDEX FDS
+$3.0M
40,523
增持
VB
VANGUARD INDEX FDS
+$2.9M
63,197
+13%
增持
GII
SPDR INDEX SHS FDS
+$2.7M
540,513
+2%
减持
VBR
VANGUARD INDEX FDS
+$2.6M
134,867
-1%
增持
IEFA
ISHARES TR
+$2.6M
243,121
+8%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.5M
317,778
+28%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.3M
145,350
+5%
减持
DFUV
DIMENSIONAL ETF TRUST
+$2.2M
735,277
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
26,576
+24%
减持
VTV
VANGUARD INDEX FDS
+$1.8M
160,012
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.6M
596,104
+3%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$1.4M
154,919
-1%
减持
IJS
ISHARES TR
+$1.4M
103,855
-1%
增持
META
META PLATFORMS INC
+$1.4M
22,148
+2%
减持
VV
VANGUARD INDEX FDS
+$1.3M
77,113
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$1.2M
25,834
-0%
增持
AMZN
AMAZON COM INC
+$1.2M
20,460
+36%
增持
NFRA
FLEXSHARES TR
+$1.2M
60,465
+43%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
127,662
+8%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.1M
116,679
+38%
减持
TSLA
TESLA INC
-$1.1M
10,983
-27%
减持
SCZ
ISHARES TR
+$771.8K
194,396
-3%
增持
AVGO
BROADCOM INC
+$746.2K
2,548
+1%
增持
SNOW
SNOWFLAKE INC
+$723.5K
15,376
+1%
增持
ESML
ISHARES TR
+$707.9K
153,503
+1%
建仓
EAGG
ISHARES TR
+$671.2K
14,059
建仓
JMSI
J P MORGAN EXCHANGE TRADED F
+$561.9K
11,122
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$534.1K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$526.2K
121,455
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$524.2K
174,460
+0%
减持
ESGD
ISHARES TR
+$436.1K
72,101
-1%
增持
VTI
VANGUARD INDEX FDS
+$397.1K
9,798
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$394.1K
5,692
+49%
减持
SCHA
SCHWAB STRATEGIC TR
+$379.7K
66,613
-0%
减持
INTC
INTEL CORP
+$376.6K
32,274
-8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$341.7K
55,978
+45%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$320.8K
2,176
清仓
NULC
NUSHARES ETF TR
-$302.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$279.8K
11,132
+0%
增持
NVDA
NVIDIA CORPORATION
+$279.7K
3,453
+5%
增持
DFSE
DIMENSIONAL ETF TRUST
+$276.5K
51,359
+12%
减持
IWN
ISHARES TR
+$274.5K
15,177
-1%
建仓
NFLX
NETFLIX INC
+$264.3K
543
建仓
PANW
PALO ALTO NETWORKS INC
+$255.7K
867
增持
HD
HOME DEPOT INC
+$243.7K
5,080
+1%
建仓
UNP
UNION PAC CORP
+$243.2K
990
增持
—
EXXON MOBIL CORP
-$227.3K
13,889
+1%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$224.9K
2,950
建仓
SYK
STRYKER CORPORATION
+$224.3K
749
减持
ESGU
ISHARES TR
+$220.0K
29,002
-4%
建仓
LMT
LOCKHEED MARTIN CORP
+$218.9K
483
建仓
MMM
3M CO
+$218.3K
1,997
增持
GOOGL
ALPHABET INC
+$216.8K
13,108
+6%
建仓
AMAT
APPLIED MATLS INC
+$215.4K
1,329
建仓
XLF
SELECT SECTOR SPDR TR
+$212.6K
5,655
建仓
KLAC
KLA CORP
+$208.2K
358
增持
BAC
BANK AMERICA CORP
+$207.1K
29,916
+2%
建仓
KBH
KB HOME
+$206.7K
3,310
清仓
—
ARISTA NETWORKS INC
-$202.3K
0
-100%
建仓
OEF
ISHARES TR
+$201.1K
900
减持
DFAX
DIMENSIONAL ETF TRUST
+$200.5K
108,099
-0%
建仓
BX
BLACKSTONE INC
+$200.0K
1,528
增持
COST
COSTCO WHSL CORP NEW
+$192.8K
1,402
+8%
增持
GOOG
ALPHABET INC
+$176.2K
16,487
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$165.7K
6,226
+1%
减持
IGF
ISHARES TR
+$161.3K
43,041
-0%
增持
DFSI
DIMENSIONAL ETF TRUST
+$159.9K
23,810
+13%
增持
INTU
INTUIT
+$154.9K
1,210
+3%
增持
SHOP
SHOPIFY INC
+$149.7K
6,399
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$148.7K
2,055
+10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$144.1K
6,565
-21%
增持
DFSU
DIMENSIONAL ETF TRUST
+$137.6K
39,801
+0%
增持
WFC
WELLS FARGO CO NEW
+$135.4K
8,212
+25%
增持
SCHB
SCHWAB STRATEGIC TR
+$133.0K
22,756
+0%
减持
QQQ
INVESCO QQQ TR
+$129.1K
2,693
-1%
增持
ADBE
ADOBE INC
+$123.5K
1,108
+5%
增持
CRM
SALESFORCE INC
+$123.1K
1,292
+21%
减持
PFE
PFIZER INC
-$118.7K
13,674
-11%
增持
ABT
ABBOTT LABS
+$117.9K
5,415
+10%
减持
CVX
CHEVRON CORP NEW
-$116.4K
2,982
-10%
增持
ELV
ELEVANCE HEALTH INC
+$114.6K
3,100
+0%
减持
VOO
VANGUARD INDEX FDS
-$111.3K
1,545
-23%
增持
MCD
MCDONALDS CORP
+$109.9K
1,603
+16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$109.2K
4,587
+8%
增持
ICSH
ISHARES TR
+$108.2K
18,072
+14%
增持
TGT
TARGET CORP
+$103.6K
2,325
+13%
增持
TLTD
FLEXSHARES TR
+$102.7K
9,342
+9%
增持
VO
VANGUARD INDEX FDS
+$102.3K
4,186
+0%
增持
IWF
ISHARES TR
+$97.2K
2,606
+0%
增持
AXP
AMERICAN EXPRESS CO
+$96.3K
2,236
+3%
清仓
IMNM
IMMUNOME INC
-$92.8K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$92.6K
9,031
+0%
减持
V
VISA INC
+$92.5K
3,378
-1%
减持
TOLZ
PROSHARES TR
+$90.8K
66,839
-7%
增持
CAT
CATERPILLAR INC
+$87.8K
3,513
+1%
减持
EFV
ISHARES TR
+$85.3K
90,687
-4%
增持
RTX
RTX CORPORATION
+$84.1K
5,266
+6%
减持
IWM
ISHARES TR
+$83.5K
3,669
-1%
增持
NKE
NIKE INC
+$81.6K
4,200
+7%
减持
CMA
COMERICA INC
+$77.4K
5,527
-1%
增持
MA
MASTERCARD INCORPORATED
+$74.6K
1,552
+5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$73.4K
4,378
+0%
减持
QCOM
QUALCOMM INC
+$69.6K
2,168
-1%
增持
VXF
VANGUARD INDEX FDS
+$60.7K
2,742
+1%
减持
MRK
MERCK & CO INC
+$59.6K
14,870
-2%
减持
CSCO
CISCO SYS INC
-$58.4K
15,303
-1%
减持
—
ACCENTURE PLC IRELAND
+$57.1K
1,370
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$56.1K
1,190
-3%
增持
SPGI
S&P GLOBAL INC
+$54.6K
678
+1%
减持
ESGE
ISHARES INC
+$54.0K
33,296
-1%
减持
JNJ
JOHNSON & JOHNSON
-$52.5K
8,278
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$46.5K
13,877
+4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$45.1K
3,175
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$44.4K
10,466
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$44.3K
1,194
-0%
增持
GE
GENERAL ELECTRIC CO
+$43.7K
2,298
+2%
增持
NVO
NOVO-NORDISK A S
+$43.6K
3,149
+2%
增持
—
EATON CORP PLC
+$43.1K
1,287
+3%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$42.8K
12,110
-1%
增持
PG
PROCTER AND GAMBLE CO
+$42.1K
8,280
+3%
增持
ORCL
ORACLE CORP
+$41.5K
3,919
+12%
增持
TEAM
ATLASSIAN CORPORATION
+$40.9K
1,114
+0%
增持
CVS
CVS HEALTH CORP
+$38.5K
4,170
+0%
减持
AVLV
AMERICAN CENTY ETF TR
-$38.4K
23,140
-11%
增持
T
AT&T INC
+$36.8K
13,065
+8%
减持
HMY
HARMONY GOLD MINING CO LTD
+$36.4K
16,502
-5%
增持
NUDM
NUSHARES ETF TR
+$35.5K
16,383
+0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$34.4K
3,534
+1%
减持
WM
WASTE MGMT INC DEL
+$33.5K
1,936
-6%
减持
CMCSA
COMCAST CORP NEW
-$33.3K
8,028
-8%
减持
WMT
WALMART INC
-$33.2K
2,486
-6%
减持
TLTE
FLEXSHARES TR
-$33.0K
21,427
-9%
减持
TILT
FLEXSHARES TR
+$32.0K
1,758
-1%
减持
HON
HONEYWELL INTL INC
-$31.9K
1,155
-22%
增持
CWT
CALIFORNIA WTR SVC GROUP
+$31.0K
6,601
+0%
减持
IJH
ISHARES TR
-$29.6K
819
-20%
减持
MO
ALTRIA GROUP INC
-$28.8K
10,844
-2%
减持
TRV
TRAVELERS COMPANIES INC
+$27.4K
1,194
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$25.4K
12,668
-9%
增持
IMO
IMPERIAL OIL LTD
-$25.3K
5,743
+0%
减持
VXUS
VANGUARD STAR FDS
+$25.0K
5,735
-0%
