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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 20
增持 89
减持 35
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$6.1M
118,064
-4%
减持
IJR
ISHARES TR
-$5.7M
470,205
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.7M
978,300
+2%
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
TDTF
FLEXSHARES TR
+$3.5M
2,557,934
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.4M
29,118
+9%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.4M
753,500
+2%
减持
AVUV
AMERICAN CENTY ETF TR
-$2.8M
206,533
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.0M
237,757
-3%
增持
GII
SPDR INDEX SHS FDS
+$2.0M
628,761
+1%
减持
VBR
VANGUARD INDEX FDS
-$1.9M
127,552
-2%
增持
IWB
ISHARES TR
+$1.7M
8,731
+180%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
增持
AVGO
BROADCOM INC
-$1.4M
23,917
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.4M
200,025
+4%
减持
TSLA
TESLA INC
-$1.2M
5,844
-14%
减持
VB
VANGUARD INDEX FDS
-$1.2M
58,508
-1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.2M
712,921
+3%
增持
LLY
ELI LILLY & CO
+$1.1M
2,868
+75%
增持
IJS
ISHARES TR
-$1.1M
101,113
+0%
减持
VV
VANGUARD INDEX FDS
-$1.1M
67,141
-1%
建仓
WELL
WELLTOWER INC
+$1.1M
6,902
增持
MSFT
MICROSOFT CORP
+$959.2K
21,486
+27%
增持
WMT
WALMART INC
+$941.5K
18,821
+139%
减持
IEFA
ISHARES TR
+$935.7K
228,658
-2%
建仓
KMI
KINDER MORGAN INC DEL
+$923.3K
32,364
增持
SCHA
SCHWAB STRATEGIC TR
+$914.9K
186,091
+40%
增持
RTX
RTX CORPORATION
+$905.4K
11,886
+106%
建仓
MFC
MANULIFE FINL CORP
+$875.0K
28,090
增持
JPM
JPMORGAN CHASE & CO.
+$845.4K
13,675
+31%
增持
ESML
ISHARES TR
-$728.4K
222,167
+1%
增持
ESGD
ISHARES TR
+$723.7K
106,225
+2%
增持
NVDA
NVIDIA CORPORATION
-$686.0K
30,936
+3%
增持
AAPL
APPLE INC
+$666.2K
200,740
+14%
增持
SCHF
SCHWAB STRATEGIC TR
+$652.9K
344,805
+3%
增持
BLK
BLACKROCK INC
+$651.1K
1,028
+227%
增持
WEC
WEC ENERGY GROUP INC
+$614.5K
9,736
+105%
增持
T
AT&T INC
+$605.2K
32,407
+137%
增持
HD
HOME DEPOT INC
+$599.3K
6,629
+41%
增持
MCD
MCDONALDS CORP
+$543.0K
3,000
+121%
增持
CSCO
CISCO SYS INC
+$537.4K
23,680
+52%
增持
EAGG
ISHARES TR
+$535.2K
50,662
+26%
减持
VTV
VANGUARD INDEX FDS
-$532.8K
144,887
-4%
建仓
—
MEDTRONIC PLC
+$517.5K
5,759
增持
DFSE
DIMENSIONAL ETF TRUST
+$503.3K
120,911
+12%
建仓
IEMG
ISHARES INC
+$497.9K
9,225
增持
SPY
SPDR S&P 500 ETF TR
-$495.4K
27,434
+1%
增持
PG
PROCTER AND GAMBLE CO
+$492.2K
13,483
+25%
增持
PM
PHILIP MORRIS INTL INC
+$489.6K
7,674
+27%
增持
DFLV
DIMENSIONAL ETF TRUST
+$475.0K
587,281
+1%
增持
TXN
TEXAS INSTRS INC
+$470.0K
5,241
+108%
增持
DFGR
DIMENSIONAL ETF TRUST
+$467.8K
201,915
+7%
增持
DFSI
DIMENSIONAL ETF TRUST
+$456.4K
94,097
+9%
减持
EFV
ISHARES TR
+$446.1K
82,878
-2%
增持
CAT
CATERPILLAR INC
+$440.5K
5,888
+42%
增持
GOOG
ALPHABET INC
-$430.2K
16,229
+4%
减持
SCZ
ISHARES TR
+$421.2K
184,592
-1%
增持
ALAB
ASTERA LABS INC
-$418.6K
5,764
+0%
建仓
UPS
UNITED PARCEL SERVICE INC
+$416.7K
3,788
增持
GOOGL
ALPHABET INC
-$415.8K
13,021
+1%
增持
NEE
NEXTERA ENERGY INC
+$414.7K
10,759
+122%
增持
BSV
VANGUARD BD INDEX FDS
+$412.1K
50,801
+10%
建仓
CCI
CROWN CASTLE INC
+$409.9K
3,933
增持
CVX
CHEVRON CORP NEW
+$408.6K
5,499
+56%
增持
JNJ
JOHNSON & JOHNSON
+$405.5K
9,665
+17%
增持
ICSH
ISHARES TR
+$398.7K
50,929
+18%
建仓
DOW
DOW INC
+$370.9K
10,622
建仓
SUSA
ISHARES TR
+$359.3K
3,128
建仓
RBRK
RUBRIK INC.
+$346.2K
5,678
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$330.7K
15,103
+48%
减持
VTI
VANGUARD INDEX FDS
-$321.8K
18,748
-1%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$316.4K
6,932
增持
PFE
PFIZER INC
+$304.1K
22,634
+123%
减持
AMD
ADVANCED MICRO DEVICES INC
-$296.7K
15,139
-1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$294.1K
122,817
+4%
增持
AMZN
AMAZON COM INC
-$284.9K
19,964
+7%
建仓
DE
DEERE & CO
+$273.2K
582
建仓
SCHD
SCHWAB STRATEGIC TR
+$269.9K
9,655
增持
ESGU
ISHARES TR
-$260.0K
46,469
+1%
增持
VOO
VANGUARD INDEX FDS
+$248.4K
4,846
+16%
增持
BND
VANGUARD BD INDEX FDS
+$244.2K
53,570
+4%
建仓
ETR
ENTERGY CORP NEW
+$237.9K
2,783
增持
ELV
ELEVANCE HEALTH INC
+$232.2K
3,157
+2%
建仓
SONY
SONY GROUP CORP
+$230.5K
9,078
清仓
JEF
JEFFERIES FINL GROUP INC
-$227.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$224.6K
1,488
+15%
建仓
SO
SOUTHERN CO
+$218.7K
2,379
清仓
HON
HONEYWELL INTL INC
-$213.9K
0
-100%
建仓
AMT
AMERICAN TOWER CORP NEW
+$210.2K
966
清仓
IWO
ISHARES TR
-$209.1K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$206.2K
4,153
-1%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$205.5K
1,881
建仓
IJH
ISHARES TR
+$205.1K
3,515
清仓
KBH
KB HOME
-$203.0K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$201.7K
0
-100%
清仓
FDX
FEDEX CORP
-$201.7K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$191.0K
5,782
+3%
减持
NFRA
FLEXSHARES TR
+$169.3K
55,104
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$168.0K
161,196
+0%
增持
V
VISA INC
+$163.7K
2,983
+7%
减持
VXUS
VANGUARD STAR FDS
-$160.4K
14,827
-19%
增持
DFAC
DIMENSIONAL ETF TRUST
+$150.2K
134,620
+9%
减持
IWF
ISHARES TR
-$150.1K
2,329
-6%
增持
ABBV
ABBVIE INC
+$149.9K
4,611
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$147.5K
13,548
+28%
减持
GTLB
GITLAB INC
-$144.2K
6,348
-19%
减持
SHOP
SHOPIFY INC
-$137.2K
3,693
-20%
增持
GILD
GILEAD SCIENCES INC
+$125.8K
6,201
+1%
增持
MRK
MERCK & CO INC
-$122.3K
14,162
+1%
增持
ABT
ABBOTT LABS
+$120.6K
6,041
+0%
增持
NFLX
NETFLIX INC
+$120.2K
592
+22%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$118.5K
3,512
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$117.9K
29,927
-4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$117.9K
12,250
+35%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$112.8K
3,761
+1%
增持
SUB
ISHARES TR
+$104.0K
28,424
+3%
增持
ORCL
ORACLE CORP
-$96.5K
3,682
+0%
减持
ED
CONSOLIDATED EDISON INC
+$95.2K
5,704
-5%
增持
QQQ
INVESCO QQQ TR
-$92.9K
2,435
+1%
减持
—
EXXON MOBIL CORP
+$91.4K
17,193
-5%
减持
LRCX
LAM RESEARCH CORP
+$91.2K
264,323
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$91.1K
12,521
+5%
增持
SNOW
SNOWFLAKE INC
-$90.7K
11,688
+0%
减持
DIS
DISNEY WALT CO
-$88.7K
3,394
-11%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$87.5K
3,615
+1%
增持
VXF
VANGUARD INDEX FDS
+$87.2K
3,530
+29%
减持
TGT
TARGET CORP
-$87.1K
2,338
-5%
增持
MOH
MOLINA HEALTHCARE INC
+$86.8K
2,189
+0%
增持
AMGN
AMGEN INC
+$84.7K
1,618
+1%
减持
TOLZ
PROSHARES TR
+$84.3K
60,847
-4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$83.1K
29,025
-7%
增持
FSLR
FIRST SOLAR INC
-$81.8K
1,730
+1%
增持
META
META PLATFORMS INC
+$81.7K
16,479
+2%
增持
XLK
SELECT SECTOR SPDR TR
-$80.8K
6,407
+6%
增持
INTC
INTEL CORP
+$77.2K
27,469
+1%
增持
COR
CENCORA INC
+$74.0K
1,378
+0%
减持
TLTE
FLEXSHARES TR
-$72.7K
15,330
-11%
减持
MO
ALTRIA GROUP INC
+$71.0K
10,492
-2%
减持
AXP
AMERICAN EXPRESS CO
-$69.7K
2,096
-2%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$69.2K
12,441
+3%
增持
SCHB
SCHWAB STRATEGIC TR
-$68.9K
59,367
+0%
减持
—
ACCENTURE PLC IRELAND
-$67.9K
1,505
-2%
减持
IGF
ISHARES TR
+$66.6K
40,528
-1%
增持
ESGE
ISHARES INC
+$66.6K
34,953
+1%
增持
ISTB
ISHARES TR
+$65.0K
7,108
+22%
增持
PGR
PROGRESSIVE CORP
+$64.3K
1,212
+4%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$62.3K
1,370
+0%
减持
IWM
ISHARES TR
-$59.7K
2,724
-0%
增持
—
EATON CORP PLC
-$56.9K
1,385
+6%
增持
BAC
BANK AMERICA CORP
-$56.3K
29,168
+1%
增持
DFSU
DIMENSIONAL ETF TRUST
-$56.3K
141,417
+5%
