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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 9
增持 60
减持 73
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
—
LAM RESEARCH CORP
+$32.0M
30,261
+13231%
增持
AAPL
APPLE INC
+$14.4M
170,151
+36%
增持
IVV
ISHARES TR
+$2.8M
126,193
+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
DFSU
DIMENSIONAL ETF TRUST
+$2.4M
110,897
+164%
减持
META
META PLATFORMS INC
-$2.0M
17,611
-21%
增持
ESGU
ISHARES TR
+$1.9M
44,071
+50%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.8M
712,752
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
184,017
+16%
增持
ESML
ISHARES TR
+$1.6M
202,483
+31%
增持
ESGD
ISHARES TR
+$1.5M
91,894
+29%
增持
TDTF
FLEXSHARES TR
+$1.5M
2,275,652
+4%
减持
VBR
VANGUARD INDEX FDS
-$1.4M
132,160
-1%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.2M
62,031
+152%
增持
GII
SPDR INDEX SHS FDS
+$1.1M
583,260
+3%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
159,349
+13%
增持
VOO
VANGUARD INDEX FDS
+$1.0M
3,553
+130%
增持
NVDA
NVIDIA CORPORATION
+$953.8K
31,498
+869%
减持
VB
VANGUARD INDEX FDS
-$851.5K
61,358
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$785.6K
420,951
+11%
增持
DFSE
DIMENSIONAL ETF TRUST
+$723.4K
79,787
+32%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$671.3K
227,694
-2%
减持
AVGO
BROADCOM INC
+$622.3K
2,585
-3%
减持
IEFA
ISHARES TR
-$601.5K
239,114
-1%
减持
IJS
ISHARES TR
-$593.6K
103,556
-0%
增持
AMAT
APPLIED MATLS INC
+$548.3K
3,474
+164%
减持
VTV
VANGUARD INDEX FDS
-$539.8K
154,893
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$527.0K
27,729
-0%
增持
KLAC
KLA CORP
+$521.4K
933
+163%
增持
DFGR
DIMENSIONAL ETF TRUST
+$501.1K
165,758
+16%
增持
GOOGL
ALPHABET INC
+$454.8K
13,101
+2%
建仓
GILD
GILEAD SCIENCES INC
+$437.7K
6,379
减持
INTC
INTEL CORP
-$432.6K
31,359
-1%
建仓
TXN
TEXAS INSTRS INC
+$425.2K
2,186
减持
SCZ
ISHARES TR
-$378.7K
192,525
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$367.6K
26,516
-0%
减持
SNOW
SNOWFLAKE INC
-$354.9K
13,255
-0%
清仓
CVS
CVS HEALTH CORP
-$340.3K
0
-100%
建仓
COR
CENCORA INC
+$334.2K
1,483
建仓
MU
MICRON TECHNOLOGY INC
+$329.9K
2,508
减持
EFV
ISHARES TR
-$308.3K
85,308
-4%
增持
DSI
ISHARES TR
+$306.7K
6,052
+90%
建仓
DHR
DANAHER CORPORATION
+$300.6K
1,203
增持
BND
VANGUARD BD INDEX FDS
+$272.6K
45,933
+10%
减持
GOOG
ALPHABET INC
+$270.5K
15,225
-8%
减持
MOH
MOLINA HEALTHCARE INC
-$249.0K
2,168
-0%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$246.0K
8,290
增持
SUB
ISHARES TR
+$242.7K
28,241
+9%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$242.6K
159,091
-1%
清仓
SCHX
SCHWAB STRATEGIC TR
-$242.3K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$241.8K
0
-100%
清仓
BAX
BAXTER INTL INC
-$238.5K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$220.1K
1,358
-19%
减持
HD
HOME DEPOT INC
-$217.9K
5,052
-1%
清仓
GWW
GRAINGER W W INC
-$213.6K
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$213.4K
0
-100%
建仓
IEMG
ISHARES INC
+$206.1K
3,851
增持
IJR
ISHARES TR
-$202.8K
439,365
+3%
建仓
FCX
FREEPORT-MCMORAN INC
+$202.6K
4,168
清仓
BX
BLACKSTONE INC
-$200.7K
0
-100%
减持
SHOP
SHOPIFY INC
-$189.7K
4,605
-28%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$171.7K
4,557
-0%
减持
NFRA
FLEXSHARES TR
-$171.6K
56,329
-3%
减持
AMZN
AMAZON COM INC
+$155.5K
20,170
-3%
减持
MSFT
MICROSOFT CORP
-$155.0K
16,234
-8%
减持
MRK
MERCK & CO INC
-$150.4K
14,530
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$131.1K
56,077
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$130.2K
46,973
+4%
减持
PACB
PACIFIC BIOSCIENCES CALIF IN
-$129.9K
48,725
-7%
减持
TSLA
TESLA INC
+$129.6K
7,372
-2%
增持
ESGE
ISHARES INC
+$122.2K
36,022
+7%
增持
JMSI
J P MORGAN EXCHANGE TRADED F
+$120.8K
13,548
+22%
减持
MCD
MCDONALDS CORP
-$119.7K
1,297
-19%
减持
CAT
CATERPILLAR INC
-$118.0K
3,519
-0%
减持
SCHF
SCHWAB STRATEGIC TR
-$116.1K
174,059
-0%
减持
V
VISA INC
-$116.1K
2,952
-8%
建仓
RKLB
ROCKET LAB USA INC
+$113.7K
23,697
减持
DFAX
DIMENSIONAL ETF TRUST
-$107.2K
103,378
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$105.0K
5,688
+1%
减持
FSLR
FIRST SOLAR INC
+$103.6K
1,862
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$103.5K
4,428
+30%
增持
ISRG
INTUITIVE SURGICAL INC
+$102.0K
2,080
+1%
增持
DIS
DISNEY WALT CO
-$100.8K
4,577
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$100.0K
5,918
-7%
减持
DFAC
DIMENSIONAL ETF TRUST
-$99.0K
118,946
-3%
增持
ORCL
ORACLE CORP
+$96.0K
4,127
+7%
减持
ABBV
ABBVIE INC
-$93.7K
4,640
-5%
减持
DLS
WISDOMTREE TR
-$86.9K
36,813
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$83.7K
7,327
-13%
增持
DFIV
DIMENSIONAL ETF TRUST
-$82.4K
648,081
+2%
增持
ELV
ELEVANCE HEALTH INC
+$76.3K
3,117
+0%
增持
QCOM
QUALCOMM INC
+$75.2K
2,212
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$69.8K
860,960
+2%
减持
TOLZ
PROSHARES TR
-$68.3K
66,768
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$68.3K
3,781
-0%
增持
VUG
VANGUARD INDEX FDS
+$67.9K
2,253
+0%
减持
—
ACCENTURE PLC IRELAND
-$66.0K
1,450
-1%
增持
NKE
NIKE INC
-$65.6K
4,079
+3%
减持
VNQ
VANGUARD INDEX FDS
-$65.5K
3,921
-14%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$65.4K
1,390
+19%
减持
VTI
VANGUARD INDEX FDS
-$65.3K
19,110
-4%
减持
—
MARQETA INC
-$63.8K
19,031
-33%
减持
PEP
PEPSICO INC
-$63.3K
4,162
-3%
增持
JNJ
JOHNSON & JOHNSON
-$60.9K
8,776
+3%
减持
CRM
SALESFORCE INC
-$60.8K
1,199
-2%
减持
COST
COSTCO WHSL CORP NEW
+$59.1K
1,215
-9%
增持
GTLB
GITLAB INC
+$58.5K
5,644
+48%
减持
ABT
ABBOTT LABS
-$57.3K
5,152
-1%
增持
MA
MASTERCARD INCORPORATED
-$56.6K
1,478
+0%
减持
PM
PHILIP MORRIS INTL INC
+$54.6K
6,103
-1%
减持
MPC
MARATHON PETE CORP
-$51.9K
1,794
-0%
减持
ADBE
ADOBE INC
+$50.2K
1,010
-0%
减持
BAC
BANK AMERICA CORP
+$49.3K
29,651
-0%
减持
WEC
WEC ENERGY GROUP INC
-$48.7K
4,748
-7%
增持
NEE
NEXTERA ENERGY INC
+$47.9K
4,671
+6%
减持
WMT
WALMART INC
+$45.5K
6,593
-1%
清仓
REI
RING ENERGY INC
-$44.0K
0
-100%
增持
TGT
TARGET CORP
-$43.4K
2,543
+7%
减持
CMCSA
COMCAST CORP NEW
-$39.6K
8,434
-1%
减持
NVO
NOVO-NORDISK A S
+$39.4K
2,899
-1%
增持
ABNB
AIRBNB INC
-$37.9K
2,875
+0%
减持
NFLX
NETFLIX INC
+$37.1K
571
-1%
增持
GE
GE AEROSPACE
-$37.0K
2,258
+0%
减持
TLTD
FLEXSHARES TR
-$36.3K
7,347
-4%
减持
SYK
STRYKER CORPORATION
-$35.0K
668
-9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$33.3K
3,173
+0%
减持
IWM
ISHARES TR
-$30.8K
3,653
-0%
增持
CSCO
CISCO SYS INC
-$30.0K
15,487
+1%
增持
TRV
TRAVELERS COMPANIES INC
-$29.0K
1,213
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$28.0K
1,508
-10%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$27.9K
3,560
+1%
增持
INTU
INTUIT
+$25.8K
1,233
+2%
减持
APD
AIR PRODS & CHEMS INC
+$23.8K
1,741
-1%
增持
KO
COCA COLA CO
+$23.4K
6,713
+2%
减持
UNP
UNION PAC CORP
-$23.2K
969
-2%
增持
VGT
VANGUARD WORLD FD
+$23.1K
391
+1%
增持
MO
ALTRIA GROUP INC
+$22.7K
10,755
+0%
减持
PANW
PALO ALTO NETWORKS INC
+$21.8K
884
-10%
增持
SPGI
S&P GLOBAL INC
+$21.5K
694
+3%
增持
VO
VANGUARD INDEX FDS
+$21.0K
4,281
+5%
减持
MDLZ
MONDELEZ INTL INC
-$19.5K
3,790
-1%
减持
PFE
PFIZER INC
-$19.4K
13,032
-6%
减持
TLTE
FLEXSHARES TR
-$19.0K
18,545
-5%
减持
AMGN
AMGEN INC
+$18.8K
1,902
-6%
减持
ED
CONSOLIDATED EDISON INC
-$17.5K
5,954
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$16.0K
5,405
-4%
减持
JPM
JPMORGAN CHASE & CO.
-$15.2K
10,423
-2%
增持
—
EXXON MOBIL CORP
+$15.1K
13,949
+2%
增持
CWT
CALIFORNIA WTR SVC GROUP
+$15.0K
6,496
+1%
增持
CMA
COMERICA INC
-$13.8K
5,620
+3%
减持
WFC
WELLS FARGO CO NEW
+$10.0K
8,253
-0%
