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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 14
增持 56
减持 77
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$10.0M
17,614
-62%
减持
IVV
ISHARES TR
+$5.5M
126,098
-1%
增持
TDTF
FLEXSHARES TR
+$4.1M
2,188,628
+8%
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
AAPL
APPLE INC
-$3.2M
125,134
-2%
增持
META
META PLATFORMS INC
+$3.0M
22,403
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.9M
636,039
+7%
增持
VTI
VANGUARD INDEX FDS
+$2.9M
19,921
+103%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.8M
379,597
+19%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
846,698
+1%
减持
DFUV
DIMENSIONAL ETF TRUST
+$2.4M
727,532
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
27,843
+8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
231,295
-2%
增持
GII
SPDR INDEX SHS FDS
+$1.8M
567,553
+5%
增持
IJR
ISHARES TR
+$1.8M
425,855
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.8M
158,424
+9%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.7M
159,962
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
26,525
-0%
减持
VTV
VANGUARD INDEX FDS
+$1.5M
155,877
-3%
减持
TSLA
TESLA INC
-$1.4M
7,561
-31%
减持
VBR
VANGUARD INDEX FDS
+$1.3M
133,229
-1%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.3M
140,468
+10%
减持
VV
VANGUARD INDEX FDS
+$1.2M
75,304
-2%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
3,251
-6%
增持
ICSH
ISHARES TR
+$1.1M
39,079
+116%
减持
SNOW
SNOWFLAKE INC
-$914.3K
13,277
-14%
减持
IEFA
ISHARES TR
+$867.2K
242,128
-0%
增持
VXUS
VANGUARD STAR FDS
+$773.9K
18,346
+220%
减持
VB
VANGUARD INDEX FDS
+$748.2K
62,251
-1%
增持
EAGG
ISHARES TR
+$733.3K
29,845
+112%
增持
AVGO
BROADCOM INC
+$684.0K
2,662
+4%
增持
AMZN
AMAZON COM INC
+$633.6K
20,747
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$609.9K
142,625
+22%
减持
UNH
UNITEDHEALTH GROUP INC
-$486.2K
5,643
-9%
减持
AVLV
AMERICAN CENTY ETF TR
-$483.5K
13,275
-43%
增持
DFAC
DIMENSIONAL ETF TRUST
+$383.7K
123,124
+1%
增持
ESML
ISHARES TR
+$374.7K
154,194
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$355.4K
174,359
-0%
增持
ESGU
ISHARES TR
+$337.0K
29,400
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$328.2K
56,034
+0%
减持
MRK
MERCK & CO INC
+$328.0K
14,772
-1%
增持
DFSE
DIMENSIONAL ETF TRUST
+$322.1K
60,445
+18%
建仓
DSI
ISHARES TR
+$321.8K
3,192
增持
AMD
ADVANCED MICRO DEVICES INC
+$294.0K
3,406
+57%
建仓
QUAD
QUAD / GRAPHICS INC
+$266.6K
50,205
清仓
SBUX
STARBUCKS CORP
-$252.6K
0
-100%
增持
LLY
ELI LILLY & CO
+$252.3K
1,153
+4%
增持
CAT
CATERPILLAR INC
+$251.6K
3,521
+0%
减持
ESGD
ISHARES TR
+$244.1K
71,213
-1%
建仓
PGR
PROGRESSIVE CORP
+$240.9K
1,165
建仓
IWO
ISHARES TR
+$234.6K
866
减持
JPM
JPMORGAN CHASE & CO
+$229.8K
10,601
-5%
清仓
IJH
ISHARES TR
-$227.1K
0
-100%
建仓
GTLB
GITLAB INC
+$222.1K
3,808
建仓
—
LAM RESEARCH CORP
+$220.5K
227
清仓
MMM
3M CO
-$218.3K
0
-100%
减持
INTC
INTEL CORP
-$217.9K
31,782
-2%
建仓
GWW
GRAINGER W W INC
+$213.6K
210
减持
SCZ
ISHARES TR
+$212.8K
193,367
-1%
建仓
FDX
FEDEX CORP
+$212.1K
732
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$209.0K
4,960
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$208.7K
3,782
-34%
增持
DFSU
DIMENSIONAL ETF TRUST
+$207.9K
42,049
+6%
建仓
VGT
VANGUARD WORLD FD
+$202.6K
386
建仓
AJG
GALLAGHER ARTHUR J & CO
+$202.5K
810
减持
—
EXXON MOBIL CORP
+$202.0K
13,684
-1%
建仓
AFL
AFLAC INC
+$200.1K
2,331
增持
GOOG
ALPHABET INC
+$198.5K
16,564
+0%
建仓
PACB
PACIFIC BIOSCIENCES CALIF IN
+$196.7K
52,443
增持
HD
HOME DEPOT INC
+$196.4K
5,102
+0%
增持
ABBV
ABBVIE INC
+$170.3K
4,885
+5%
增持
ELV
ELEVANCE HEALTH INC
+$150.8K
3,110
+0%
减持
ADBE
ADOBE INC
-$150.3K
1,012
-9%
增持
DIS
DISNEY WALT CO
+$147.7K
4,538
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$143.3K
4,560
-1%
减持
SCHA
SCHWAB STRATEGIC TR
+$133.2K
66,612
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$130.0K
2,063
+0%
增持
QQQ
INVESCO QQQ TR
+$126.8K
2,769
+3%
减持
BAC
BANK AMERICA CORP
+$122.6K
29,797
-0%
增持
MOH
MOLINA HEALTHCARE INC
+$109.2K
2,175
+0%
减持
EFV
ISHARES TR
+$108.3K
88,843
-2%
减持
PG
PROCTER AND GAMBLE CO
+$106.7K
8,136
-2%
减持
GE
GENERAL ELECTRIC CO
+$102.7K
2,256
-2%
减持
GOOGL
ALPHABET INC
+$100.5K
12,798
-2%
减持
TQQQ
PROSHARES TR
+$97.4K
11,772
-5%
增持
—
EATON CORP PLC
+$96.2K
1,299
+1%
减持
DFAX
DIMENSIONAL ETF TRUST
+$95.3K
107,509
-1%
增持
AXP
AMERICAN EXPRESS CO
+$92.3K
2,245
+0%
减持
—
MARQETA INC
-$92.0K
28,206
-24%
增持
TGT
TARGET CORP
+$88.7K
2,369
+2%
减持
VNQ
VANGUARD INDEX FDS
-$88.4K
4,554
-17%
减持
TLTD
FLEXSHARES TR
-$88.0K
7,674
-18%
增持
RTX
RTX CORPORATION
+$87.9K
5,444
+3%
减持
TLTE
FLEXSHARES TR
-$87.1K
19,603
-9%
减持
MRVL
MARVELL TECHNOLOGY INC
+$84.8K
8,407
-1%
增持
ABNB
AIRBNB INC
+$84.4K
2,873
+0%
增持
NFLX
NETFLIX INC
+$84.2K
574
+6%
减持
NKE
NIKE INC
-$83.0K
3,969
-6%
减持
PKX
POSCO HOLDINGS INC
-$82.4K
3,184
-9%
减持
MPC
MARATHON PETE CORP
+$80.5K
1,802
-5%
增持
SUB
ISHARES TR
+$77.2K
25,875
+4%
增持
WFC
WELLS FARGO CO NEW
+$75.9K
8,284
+1%
增持
VUG
VANGUARD INDEX FDS
+$75.3K
2,251
+0%
减持
ORCL
ORACLE CORP
+$73.6K
3,875
-1%
减持
APD
AIR PRODS & CHEMS INC
-$69.3K
1,756
-3%
减持
NFRA
FLEXSHARES TR
-$67.2K
58,031
-4%
增持
DFSI
DIMENSIONAL ETF TRUST
+$66.9K
24,637
+3%
减持
SCHG
SCHWAB STRATEGIC TR
+$66.1K
8,793
-3%
增持
IWN
ISHARES TR
+$62.7K
15,239
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$58.0K
45,293
+2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$57.6K
2,957
+0%
增持
BND
VANGUARD BD INDEX FDS
+$56.4K
41,813
+3%
减持
AMAT
APPLIED MATLS INC
+$56.2K
1,317
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$53.6K
12,659
-0%
减持
QCOM
QUALCOMM INC
+$51.8K
2,158
-0%
减持
TEAM
ATLASSIAN CORPORATION
-$51.5K
1,094
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$51.0K
3,166
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$49.6K
1,670
-4%
减持
NVO
NOVO-NORDISK A S
+$48.6K
2,916
-7%
减持
PEP
PEPSICO INC
-$48.5K
4,284
-9%
减持
COST
COSTCO WHSL CORP NEW
+$48.2K
1,329
-5%
增持
TRV
TRAVELERS COMPANIES INC
+$48.2K
1,198
+0%
减持
MA
MASTERCARD INCORPORATED
+$46.9K
1,472
-5%
减持
DLS
WISDOMTREE TR
+$46.8K
37,147
-0%
减持
AMGN
AMGEN INC
-$46.4K
2,024
-6%
增持
JNJ
JOHNSON & JOHNSON
+$46.0K
8,493
+3%
减持
SCHB
SCHWAB STRATEGIC TR
-$44.3K
20,025
-12%
建仓
REI
RING ENERGY INC
+$44.0K
22,464
减持
CWT
CALIFORNIA WTR SVC GROUP
-$42.4K
6,455
-2%
减持
VO
VANGUARD INDEX FDS
+$41.6K
4,064
-3%
减持
KLAC
KLA CORP
+$40.0K
355
-1%
减持
SYK
STRYKER CORPORATION
+$38.0K
733
-2%
减持
IJS
ISHARES TR
-$37.8K
103,800
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$37.1K
1,164
-3%
减持
BCS
BARCLAYS PLC
+$37.0K
25,573
-2%
增持
NEE
NEXTERA ENERGY INC
+$36.4K
4,426
+9%
增持
IWM
ISHARES TR
+$35.4K
3,671
+0%
减持
IMO
IMPERIAL OIL LTD
+$33.8K
5,240
-9%
增持
L
LOEWS CORP
+$31.5K
3,607
+0%
减持
BZH
BEAZER HOMES USA INC
-$31.1K
7,361
-9%
减持
MO
ALTRIA GROUP INC
+$29.8K
10,711
-1%
减持
CRM
SALESFORCE INC
+$29.0K
1,225
-5%
减持
—
STELLANTIS N.V
+$28.5K
10,134
-9%
减持
INTU
INTUIT
+$28.3K
1,207
-0%
减持
NUDM
NUSHARES ETF TR
+$27.0K
16,381
-0%
减持
WM
WASTE MGMT INC DEL
+$26.3K
1,750
-10%
增持
—
ACCENTURE PLC IRELAND
+$25.3K
1,460
+7%
减持
MCD
MCDONALDS CORP
-$25.0K
1,597
-0%
减持
TILT
FLEXSHARES TR
+$24.8K
1,742
-1%
减持
PM
PHILIP MORRIS INTL INC
-$24.4K
6,154
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$23.7K
2,527
+0%
