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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 7
增持 59
减持 81
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
LAM RESEARCH CORP
-$10.6M
26,540
-12%
增持
IJR
ISHARES TR
+$7.4M
463,817
+6%
增持
AAPL
APPLE INC
+$6.6M
182,203
+7%
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
GII
SPDR INDEX SHS FDS
+$5.7M
608,344
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.3M
236,637
+4%
增持
TDTF
FLEXSHARES TR
+$4.9M
2,412,798
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.3M
887,549
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.0M
203,438
+11%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.0M
492,397
+17%
减持
IVV
ISHARES TR
+$2.7M
124,481
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
681,820
+5%
增持
VTV
VANGUARD INDEX FDS
+$2.4M
156,254
+1%
减持
VBR
VANGUARD INDEX FDS
+$2.3M
131,812
-0%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.0M
174,275
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
15,334
+246%
增持
ESML
ISHARES TR
+$1.5M
222,147
+10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
26,446
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.3M
701,948
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.1M
159,103
+0%
减持
META
META PLATFORMS INC
+$1.1M
17,443
-1%
增持
ESGD
ISHARES TR
+$1.1M
98,655
+7%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.0M
179,028
+8%
增持
DFSU
DIMENSIONAL ETF TRUST
+$986.8K
130,519
+18%
减持
IEFA
ISHARES TR
+$918.2K
234,304
-2%
减持
IJS
ISHARES TR
+$903.3K
101,952
-2%
减持
SCZ
ISHARES TR
+$808.7K
187,237
-3%
减持
VB
VANGUARD INDEX FDS
+$770.1K
59,646
-3%
增持
DFSI
DIMENSIONAL ETF TRUST
+$724.5K
77,454
+25%
减持
ISRG
INTUITIVE SURGICAL INC
-$697.3K
464
-78%
增持
DFSE
DIMENSIONAL ETF TRUST
+$637.0K
93,355
+17%
增持
ESGU
ISHARES TR
+$531.6K
45,888
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$432.5K
5,694
+0%
减持
SNOW
SNOWFLAKE INC
-$405.8K
12,057
-9%
减持
VV
VANGUARD INDEX FDS
+$404.9K
70,141
-3%
增持
VUG
VANGUARD INDEX FDS
+$403.2K
3,245
+44%
减持
EFV
ISHARES TR
+$379.7K
85,250
-0%
减持
TSLA
TESLA INC
+$367.9K
6,982
-5%
减持
MSFT
MICROSOFT CORP
-$364.2K
16,016
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$339.6K
121,739
+2%
减持
NFRA
FLEXSHARES TR
+$316.0K
55,741
-1%
增持
HD
HOME DEPOT INC
+$310.0K
5,057
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$304.4K
108,564
+5%
减持
INTC
INTEL CORP
-$290.6K
29,012
-7%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$274.0K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$272.8K
66,670
+0%
减持
TOLZ
PROSHARES TR
+$250.4K
64,308
-4%
建仓
MMM
3M CO
+$239.6K
1,753
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$239.6K
31,744
-43%
建仓
BX
BLACKSTONE INC
+$239.5K
1,564
增持
AVGO
BROADCOM INC
+$231.9K
25,405
+883%
减持
DSI
ISHARES TR
-$230.1K
3,662
-39%
建仓
SO
SOUTHERN CO
+$229.0K
2,539
减持
IGF
ISHARES TR
+$227.6K
41,114
-2%
减持
GOOGL
ALPHABET INC
-$227.5K
13,017
-1%
减持
MGRC
MCGRATH RENTCORP
-$223.8K
8,401
-19%
建仓
GWW
GRAINGER W W INC
+$220.2K
212
增持
BND
VANGUARD BD INDEX FDS
+$214.5K
46,918
+2%
减持
AMZN
AMAZON COM INC
-$210.9K
19,787
-2%
建仓
NULC
NUSHARES ETF TR
+$209.4K
4,523
建仓
AMT
AMERICAN TOWER CORP NEW
+$207.2K
891
清仓
IEMG
ISHARES INC
-$206.1K
0
-100%
建仓
LOW
LOWES COS INC
+$203.4K
751
减持
CAT
CATERPILLAR INC
+$201.1K
3,511
-0%
减持
DLS
WISDOMTREE TR
+$193.5K
36,625
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$189.0K
167,225
-4%
增持
EAGG
ISHARES TR
+$186.7K
32,823
+9%
减持
VTI
VANGUARD INDEX FDS
+$185.6K
18,709
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$181.1K
3,777
-0%
减持
MRK
MERCK & CO INC
-$175.5K
14,295
-2%
增持
GOOG
ALPHABET INC
-$162.0K
15,734
+3%
增持
COST
COSTCO WHSL CORP NEW
+$156.1K
1,341
+10%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$153.9K
765
-31%
增持
ORCL
ORACLE CORP
+$147.9K
4,288
+4%
减持
IWM
ISHARES TR
-$138.2K
2,729
-25%
减持
AMAT
APPLIED MATLS INC
-$134.3K
3,393
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$131.1K
3,806
-16%
增持
GTLB
GITLAB INC
+$124.1K
7,853
+39%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$123.7K
3,184
+0%
减持
ABBV
ABBVIE INC
+$117.3K
4,624
-0%
增持
WMT
WALMART INC
+$116.3K
6,969
+6%
增持
RTX
RTX CORPORATION
+$113.1K
5,286
+1%
减持
JNJ
JOHNSON & JOHNSON
+$110.8K
8,599
-2%
增持
MOH
MOLINA HEALTHCARE INC
+$106.3K
2,179
+1%
清仓
—
MARQETA INC
-$104.3K
0
-100%
增持
ICSH
ISHARES TR
+$99.7K
40,780
+5%
增持
MA
MASTERCARD INCORPORATED
+$97.1K
1,517
+3%
减持
GILD
GILEAD SCIENCES INC
+$95.4K
6,358
-0%
减持
VOO
VANGUARD INDEX FDS
+$93.6K
3,545
-0%
增持
ED
CONSOLIDATED EDISON INC
+$92.6K
6,002
+1%
增持
—
ACCENTURE PLC IRELAND
+$92.4K
1,506
+4%
减持
JPM
JPMORGAN CHASE & CO.
+$86.5K
10,408
-0%
减持
SUB
ISHARES TR
-$86.2K
26,993
-4%
减持
AXP
AMERICAN EXPRESS CO
+$82.5K
2,204
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$81.6K
1,346
-1%
减持
ABNB
AIRBNB INC
-$75.5K
2,842
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$74.3K
20,044
+0%
减持
MU
MICRON TECHNOLOGY INC
-$73.9K
2,468
-2%
增持
SHOP
SHOPIFY INC
+$66.0K
4,619
+0%
减持
QQQ
INVESCO QQQ TR
-$65.8K
2,378
-7%
减持
GE
GE AEROSPACE
+$64.8K
2,247
-0%
增持
ELV
ELEVANCE HEALTH INC
-$64.5K
3,124
+0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$64.2K
3,583
+1%
增持
MO
ALTRIA GROUP INC
+$62.9K
10,831
+1%
减持
NEE
NEXTERA ENERGY INC
+$60.9K
4,633
-1%
减持
—
STELLANTIS N.V
-$59.6K
10,073
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$58.0K
4,338
-1%
增持
QCOM
QUALCOMM INC
-$56.3K
2,260
+2%
减持
PG
PROCTER AND GAMBLE CO
+$55.8K
7,890
-1%
减持
KLAC
KLA CORP
-$55.2K
922
-1%
减持
LLY
ELI LILLY & CO
-$55.2K
1,116
-3%
减持
PGR
PROGRESSIVE CORP
+$53.9K
1,175
-0%
减持
SCHG
SCHWAB STRATEGIC TR
-$52.1K
8,011
-9%
减持
AFL
AFLAC INC
+$52.0K
2,316
-0%
减持
ABT
ABBOTT LABS
+$51.6K
5,148
-0%
减持
CVX
CHEVRON CORP NEW
-$50.9K
2,839
-5%
减持
ACWI
ISHARES TR
+$49.8K
7,694
-1%
减持
KO
COCA COLA CO
+$49.8K
6,639
-1%
增持
BZH
BEAZER HOMES USA INC
+$49.8K
7,376
+0%
减持
KBH
KB HOME
+$48.8K
3,162
-0%
减持
SPGI
S&P GLOBAL INC
+$48.5K
693
-0%
减持
DIS
DISNEY WALT CO
-$48.3K
4,222
-8%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$48.0K
10,649
-16%
减持
AMGN
AMGEN INC
-$47.8K
1,696
-11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$47.2K
5,663
-4%
增持
TXN
TEXAS INSTRS INC
+$44.7K
2,275
+4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$44.7K
10,404
-0%
减持
ADBE
ADOBE INC
-$43.2K
1,000
-1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$42.4K
1,422
+2%
增持
CWT
CALIFORNIA WTR SVC GROUP
+$41.9K
6,582
+1%
减持
NUDM
NUSHARES ETF TR
+$41.3K
16,377
-0%
增持
TRV
TRAVELERS COMPANIES INC
+$39.7K
1,223
+1%
增持
TLTD
FLEXSHARES TR
+$39.7K
7,378
+0%
减持
CSCO
CISCO SYS INC
+$39.3K
14,564
-6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$38.3K
8,944
+8%
减持
APD
AIR PRODS & CHEMS INC
+$37.2K
1,634
-6%
减持
NKE
NIKE INC
+$35.9K
3,883
-5%
增持
NVDA
NVIDIA CORPORATION
-$35.5K
31,750
+1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$34.1K
6,628
-10%
减持
PANW
PALO ALTO NETWORKS INC
-$33.8K
778
-12%
减持
DHR
DANAHER CORPORATION
+$31.4K
1,194
-1%
增持
—
EATON CORP PLC
+$28.8K
1,328
+1%
减持
T
AT&T INC
+$28.8K
12,299
-3%
增持
CRM
SALESFORCE INC
+$26.8K
1,224
+2%
减持
MDLZ
MONDELEZ INTL INC
+$26.3K
3,724
-2%
增持
CMCSA
COMCAST CORP NEW
+$25.6K
8,519
+1%
减持
FSLR
FIRST SOLAR INC
+$24.7K
1,782
-4%
减持
COR
CENCORA INC
-$24.2K
1,377
-7%
减持
PEP
PEPSICO INC
-$22.2K
3,906
-6%
减持
TLTE
FLEXSHARES TR
+$21.9K
17,677
-5%
增持
L
LOEWS CORP
+$21.8K
3,769
+2%
