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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 51
减持 78
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
—
LAM RESEARCH CORP
-$21.7M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$19.1M
264,781
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.3M
582,025
+18%
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
IEFA
ISHARES TR
-$1.9M
232,815
-1%
减持
VTV
VANGUARD INDEX FDS
-$1.7M
150,978
-3%
减持
AAPL
APPLE INC
+$1.5M
175,403
-4%
建仓
XLK
SELECT SECTOR SPDR TR
+$1.4M
6,037
减持
SCZ
ISHARES TR
-$1.4M
186,106
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.3M
215,887
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
245,954
+4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
31,292
-1%
减持
AVGO
BROADCOM INC
+$1.1M
23,517
-7%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.1M
689,328
-2%
减持
TSLA
TESLA INC
+$933.5K
6,835
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$804.2K
963,346
+9%
减持
VBR
VANGUARD INDEX FDS
-$787.9K
129,566
-2%
建仓
ALAB
ASTERA LABS INC
+$762.5K
5,757
增持
SPY
SPDR S&P 500 ETF TR
+$730.6K
27,030
+3%
增持
SCHF
SCHWAB STRATEGIC TR
-$709.0K
333,368
+99%
减持
AMD
ADVANCED MICRO DEVICES INC
-$663.9K
15,333
-0%
减持
IVV
ISHARES TR
+$635.9K
123,053
-1%
建仓
SGOV
ISHARES TR
+$590.2K
5,883
增持
IJR
ISHARES TR
+$587.8K
475,922
+3%
减持
META
META PLATFORMS INC
-$568.8K
16,082
-8%
增持
RKLB
ROCKET LAB USA INC
+$526.7K
29,731
+25%
增持
GII
SPDR INDEX SHS FDS
-$515.0K
625,549
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$492.0K
5,609
-1%
减持
ELV
ELEVANCE HEALTH INC
-$483.5K
3,093
-1%
减持
EFV
ISHARES TR
-$465.7K
84,596
-1%
增持
PG
PROCTER AND GAMBLE CO
+$439.0K
10,770
+37%
减持
SNOW
SNOWFLAKE INC
+$414.2K
11,651
-3%
减持
AMZN
AMAZON COM INC
+$396.5K
18,612
-6%
增持
VOO
VANGUARD INDEX FDS
+$371.4K
4,161
+17%
增持
TDTF
FLEXSHARES TR
+$365.7K
2,515,655
+4%
增持
ESGD
ISHARES TR
-$350.0K
104,463
+6%
增持
—
EXXON MOBIL CORP
+$341.6K
18,160
+32%
增持
DFIV
DIMENSIONAL ETF TRUST
+$335.4K
741,236
+9%
减持
GOOG
ALPHABET INC
+$335.1K
15,572
-1%
增持
DFGR
DIMENSIONAL ETF TRUST
-$332.3K
189,291
+6%
建仓
BLK
BLACKROCK INC
+$321.9K
314
增持
JPM
JPMORGAN CHASE & CO.
+$314.4K
10,467
+1%
减持
NFRA
FLEXSHARES TR
-$305.2K
55,455
-1%
增持
LLY
ELI LILLY & CO
+$279.3K
1,643
+47%
建仓
ISTB
ISHARES TR
+$278.6K
5,833
增持
EAGG
ISHARES TR
+$275.4K
40,272
+23%
减持
GOOGL
ALPHABET INC
+$270.6K
12,833
-1%
增持
DFSU
DIMENSIONAL ETF TRUST
+$267.7K
135,104
+4%
增持
DFSE
DIMENSIONAL ETF TRUST
+$262.4K
107,723
+15%
建仓
TEAM
ATLASSIAN CORPORATION
+$259.7K
1,067
清仓
TECK
TECK RESOURCES LTD
-$257.6K
0
-100%
增持
AVDV
AMERICAN CENTY ETF TR
+$255.2K
193,166
+11%
清仓
BZH
BEAZER HOMES USA INC
-$252.0K
0
-100%
建仓
GIS
GENERAL MLS INC
+$251.9K
3,950
增持
JMSI
J P MORGAN EXCHANGE TRADED F
+$237.3K
18,548
+37%
减持
MRK
MERCK & CO INC
-$229.8K
14,008
-2%
清仓
SO
SOUTHERN CO
-$229.0K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$227.9K
0
-100%
建仓
JEF
JEFFERIES FINL GROUP INC
+$227.0K
2,896
增持
XLF
SELECT SECTOR SPDR TR
+$223.5K
9,692
+79%
清仓
PKX
POSCO HOLDINGS INC
-$222.8K
0
-100%
减持
PEP
PEPSICO INC
-$219.3K
2,926
-25%
减持
HD
HOME DEPOT INC
-$218.9K
4,705
-7%
增持
MSFT
MICROSOFT CORP
+$215.1K
16,860
+5%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$212.8K
2,874
清仓
NULC
NUSHARES ETF TR
-$209.4K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$207.2K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$206.7K
0
-100%
清仓
LOW
LOWES COS INC
-$203.4K
0
-100%
建仓
—
DUPONT DE NEMOURS INC
+$201.7K
2,646
减持
JNJ
JOHNSON & JOHNSON
-$196.2K
8,279
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$187.4K
1,240
-8%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$186.0K
160,527
+1%
增持
XLY
SELECT SECTOR SPDR TR
+$185.8K
1,899
+58%
减持
NVDA
NVIDIA CORPORATION
+$183.1K
30,075
-5%
增持
VTI
VANGUARD INDEX FDS
+$176.9K
18,890
+1%
增持
BND
VANGUARD BD INDEX FDS
+$166.5K
51,322
+9%
减持
ESGE
ISHARES INC
-$156.5K
34,593
-4%
增持
CSCO
CISCO SYS INC
+$148.8K
15,606
+7%
增持
WMT
WALMART INC
+$148.0K
7,867
+13%
减持
FSLR
FIRST SOLAR INC
-$144.0K
1,705
-4%
减持
AMAT
APPLIED MATLS INC
-$141.1K
3,348
-1%
减持
KLAC
KLA CORP
-$135.5K
918
-0%
减持
VV
VANGUARD INDEX FDS
-$135.1K
67,973
-3%
增持
ESGU
ISHARES TR
+$134.9K
45,994
+0%
减持
INTC
INTEL CORP
-$134.0K
27,265
-6%
减持
TOLZ
PROSHARES TR
-$131.9K
63,509
-1%
减持
TLTE
FLEXSHARES TR
-$131.8K
17,219
-3%
减持
SCHC
SCHWAB STRATEGIC TR
-$130.0K
30,542
-0%
增持
CAT
CATERPILLAR INC
+$128.2K
4,139
+18%
减持
AMGN
AMGEN INC
-$127.1K
1,609
-5%
减持
SHOP
SHOPIFY INC
+$119.7K
4,606
-0%
减持
ORCL
ORACLE CORP
-$119.4K
3,668
-14%
增持
DFAC
DIMENSIONAL ETF TRUST
+$116.5K
124,051
+2%
增持
ICSH
ISHARES TR
+$114.2K
43,296
+6%
减持
ADBE
ADOBE INC
-$109.9K
917
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$107.5K
26,616
+1%
减持
WFC
WELLS FARGO CO NEW
+$99.7K
8,127
-3%
减持
ABBV
ABBVIE INC
-$97.0K
4,593
-1%
增持
NVO
NOVO-NORDISK A S
-$93.8K
2,922
+1%
增持
ABT
ABBOTT LABS
+$93.7K
6,018
+17%
增持
CVX
CHEVRON CORP NEW
+$93.1K
3,530
+24%
减持
BAC
BANK AMERICA CORP
+$89.3K
28,976
-3%
减持
V
VISA INC
+$87.6K
2,790
-3%
减持
KO
COCA COLA CO
-$84.1K
6,312
-5%
减持
DHR
DANAHER CORPORATION
-$83.6K
1,082
-9%
减持
NKE
NIKE INC
-$80.1K
3,477
-10%
减持
NUDM
NUSHARES ETF TR
-$80.1K
15,671
-4%
减持
PFE
PFIZER INC
-$79.7K
10,158
-16%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$78.2K
3,581
-0%
增持
QQQ
INVESCO QQQ TR
+$74.1K
2,416
+2%
减持
IWN
ISHARES TR
-$70.6K
15,055
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$70.0K
10,198
-2%
减持
KBH
KB HOME
-$67.9K
3,089
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$65.6K
11,925
-1%
减持
GE
GE AEROSPACE
-$61.5K
2,172
-3%
减持
IMO
IMPERIAL OIL LTD
-$61.2K
4,999
-5%
减持
CWT
CALIFORNIA WTR SVC GROUP
-$58.9K
6,573
-0%
增持
DFSI
DIMENSIONAL ETF TRUST
+$58.8K
86,045
+11%
减持
MDLZ
MONDELEZ INTL INC
-$57.8K
3,626
-3%
减持
TGT
TARGET CORP
-$57.8K
2,450
-2%
增持
MGRC
MCGRATH RENTCORP
+$55.7K
8,408
+0%
减持
MPC
MARATHON PETE CORP
-$54.9K
1,696
-5%
减持
IWD
ISHARES TR
-$53.1K
1,497
-14%
减持
LMT
LOCKHEED MARTIN CORP
-$51.2K
478
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$50.6K
3,183
-0%
减持
CMCSA
COMCAST CORP NEW
-$50.3K
8,140
-4%
减持
INTU
INTUIT
-$47.7K
1,179
-7%
减持
TLTD
FLEXSHARES TR
-$47.5K
7,342
-0%
增持
MU
MICRON TECHNOLOGY INC
-$47.4K
2,478
+0%
减持
EFA
ISHARES TR
-$46.2K
4,847
-2%
减持
QCOM
QUALCOMM INC
-$45.0K
2,209
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$44.4K
5,965
+5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$43.8K
10,575
-1%
增持
NEE
NEXTERA ENERGY INC
-$43.6K
4,854
+5%
增持
MCD
MCDONALDS CORP
+$43.6K
1,360
+18%
减持
CRM
SALESFORCE INC
-$43.1K
873
-29%
增持
T
AT&T INC
+$40.7K
13,672
+11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$40.5K
3,552
-7%
减持
VNQ
VANGUARD INDEX FDS
-$40.0K
3,209
-4%
减持
GILD
GILEAD SCIENCES INC
+$35.9K
6,160
-3%
减持
AXP
AMERICAN EXPRESS CO
+$35.9K
2,135
-3%
减持
UNP
UNION PAC CORP
-$35.5K
895
-8%
增持
BX
BLACKSTONE INC
+$33.6K
1,584
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$32.7K
31,120
+288%
增持
SUB
ISHARES TR
+$31.1K
27,470
+2%
减持
SYK
STRYKER CORPORATION
-$30.3K
590
-12%
增持
RTX
RTX CORPORATION
+$28.5K
5,781
+9%
减持
ESML
ISHARES TR
-$28.3K
220,259
-1%
减持
NFLX
NETFLIX INC
+$27.6K
484
-15%
减持
AFL
AFLAC INC
-$27.4K
2,238
-3%
