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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 57
减持 68
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.6M
119,012
+1%
减持
LRCX
LAM RESEARCH CORP
+$6.4M
263,334
-0%
减持
AAPL
APPLE INC
-$6.1M
187,688
-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
VIG
VANGUARD SPECIALIZED FUNDS
+$5.0M
249,760
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$4.8M
956,360
-2%
增持
IJR
ISHARES TR
+$4.1M
487,616
+4%
增持
GII
SPDR INDEX SHS FDS
+$3.4M
628,942
+0%
增持
TDTF
FLEXSHARES TR
+$3.1M
2,704,813
+6%
增持
DFSU
DIMENSIONAL ETF TRUST
+$2.8M
200,646
+42%
增持
VV
VANGUARD INDEX FDS
+$2.8M
70,244
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.8M
26,222
-10%
增持
IEFA
ISHARES TR
+$2.7M
239,042
+5%
减持
MSFT
MICROSOFT CORP
+$2.6M
21,408
-0%
增持
VBR
VANGUARD INDEX FDS
+$2.4M
134,344
+5%
增持
ESGU
ISHARES TR
+$2.4M
59,457
+28%
减持
META
META PLATFORMS INC
+$2.1M
15,779
-4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.1M
162,081
+1%
减持
AVGO
BROADCOM INC
+$2.1M
22,068
-8%
增持
VTV
VANGUARD INDEX FDS
+$2.0M
153,092
+6%
增持
VB
VANGUARD INDEX FDS
+$2.0M
63,169
+8%
增持
SCZ
ISHARES TR
+$2.0M
188,476
+2%
增持
ICSH
ISHARES TR
+$2.0M
89,495
+76%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.9M
737,195
-2%
增持
ESGD
ISHARES TR
+$1.8M
116,914
+10%
增持
ESML
ISHARES TR
+$1.7M
247,293
+11%
减持
AVDV
AMERICAN CENTY ETF TR
+$1.6M
196,628
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
31,466
+2%
减持
IWB
ISHARES TR
-$1.6M
3,121
-64%
减持
SPY
SPDR S&P 500 ETF TR
+$1.5M
27,330
-0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.5M
731,241
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
28,486
-2%
建仓
RKLB
ROCKET LAB CORP
+$1.4M
39,457
增持
IJS
ISHARES TR
+$1.3M
112,540
+11%
增持
DFSE
DIMENSIONAL ETF TRUST
+$1.3M
141,811
+17%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
5,987
+4%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.1M
111,411
+18%
增持
IWM
ISHARES TR
+$1.1M
7,459
+174%
减持
SCHA
SCHWAB STRATEGIC TR
-$727.8K
143,570
-23%
清仓
RKLB
ROCKET LAB USA INC
-$705.1K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$679.6K
339,362
-2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$646.5K
221,720
+10%
增持
VOO
VANGUARD INDEX FDS
+$629.2K
5,492
+13%
增持
DFAC
DIMENSIONAL ETF TRUST
+$605.2K
140,800
+5%
清仓
SGOV
ISHARES TR
-$592.2K
0
-100%
清仓
PFE
PFIZER INC
-$573.5K
0
-100%
减持
T
AT&T INC
-$570.3K
11,960
-63%
减持
JPM
JPMORGAN CHASE & CO.
+$550.9K
13,471
-1%
减持
VTI
VANGUARD INDEX FDS
+$543.3K
18,741
-0%
清仓
—
MEDTRONIC PLC
-$517.5K
0
-100%
增持
EAGG
ISHARES TR
+$514.1K
61,412
+21%
增持
DFAX
DIMENSIONAL ETF TRUST
+$512.5K
127,010
+3%
减持
NEE
NEXTERA ENERGY INC
-$442.1K
4,619
-57%
减持
JNJ
JOHNSON & JOHNSON
-$423.4K
7,721
-20%
清仓
UPS
UNITED PARCEL SERVICE INC
-$416.7K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$409.9K
0
-100%
增持
TSLA
TESLA INC
+$396.8K
6,017
+3%
增持
EFV
ISHARES TR
+$391.9K
83,124
+0%
增持
CAT
CATERPILLAR INC
+$391.0K
6,009
+2%
清仓
DOW
DOW INC
-$370.9K
0
-100%
增持
GOOG
ALPHABET INC
+$348.6K
16,258
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$318.6K
54,578
+7%
减持
RTX
RTX CORPORATION
-$316.6K
8,614
-28%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$316.4K
0
-100%
增持
NFRA
FLEXSHARES TR
+$308.1K
56,308
+2%
增持
—
ACCENTURE PLC IRELAND
+$304.9K
2,591
+72%
清仓
GTLB
GITLAB INC
-$298.4K
0
-100%
减持
DLS
WISDOMTREE TR
+$293.9K
34,933
-1%
清仓
DE
DEERE & CO
-$273.2K
0
-100%
减持
SNOW
SNOWFLAKE INC
+$264.9K
8,818
-25%
建仓
GEV
GE VERNOVA INC
+$261.9K
495
建仓
—
MR COOPER GROUP INC
+$239.6K
1,606
减持
TQQQ
PROSHARES TR
+$237.4K
10,442
-5%
减持
ORCL
ORACLE CORP
+$232.6K
3,419
-7%
清仓
GIS
GENERAL MLS INC
-$229.7K
0
-100%
减持
MRK
MERCK & CO INC
-$228.7K
13,170
-7%
减持
LLY
ELI LILLY & CO
-$227.7K
2,746
-4%
建仓
GLW
CORNING INC
+$221.5K
4,211
建仓
HON
HONEYWELL INTL INC
+$219.6K
943
建仓
FDX
FEDEX CORP
+$215.9K
950
减持
NFLX
NETFLIX INC
+$213.5K
571
-4%
建仓
GS
GOLDMAN SACHS GROUP INC
+$210.9K
298
减持
GOOGL
ALPHABET INC
+$209.8K
12,616
-3%
增持
QQQ
INVESCO QQQ TR
+$207.9K
2,447
+0%
建仓
IWO
ISHARES TR
+$207.7K
726
建仓
VFH
VANGUARD WORLD FD
+$206.9K
1,625
增持
KLAC
KLA CORP
+$205.8K
931
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$205.6K
3,482
-1%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$205.5K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$205.2K
1,210
-14%
建仓
DGRO
ISHARES TR
+$205.0K
3,206
减持
VUG
VANGUARD INDEX FDS
-$204.6K
2,278
-30%
减持
INTU
INTUIT
+$203.5K
1,200
-1%
清仓
NVO
NOVO-NORDISK A S
-$202.0K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$201.6K
371
减持
SCHC
SCHWAB STRATEGIC TR
+$199.1K
30,404
-0%
减持
—
EXXON MOBIL CORP
-$198.7K
17,126
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$192.4K
3,422
-27%
减持
WMT
WALMART INC
+$181.8K
18,757
-0%
减持
IWV
ISHARES TR
+$180.8K
5,495
-0%
增持
BAC
BANK AMERICA CORP
+$178.9K
29,502
+1%
减持
ALAB
ASTERA LABS INC
+$176.6K
5,757
-0%
减持
PM
PHILIP MORRIS INTL INC
+$172.3K
7,634
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$169.9K
3,749
-0%
减持
PEP
PEPSICO INC
-$166.7K
2,300
-27%
减持
BND
VANGUARD BD INDEX FDS
-$163.2K
51,222
-4%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$160.2K
3,911
-35%
减持
ELV
ELEVANCE HEALTH INC
-$150.7K
3,143
-0%
减持
IGF
ISHARES TR
+$146.2K
39,896
-2%
增持
PG
PROCTER AND GAMBLE CO
-$144.1K
13,518
+0%
减持
CVX
CHEVRON CORP NEW
-$141.5K
5,436
-1%
减持
ESGE
ISHARES INC
+$140.6K
34,776
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$137.2K
59,392
+0%
减持
IWF
ISHARES TR
+$131.7K
2,291
-2%
减持
AMAT
APPLIED MATLS INC
+$130.1K
3,432
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$129.0K
11,870
-22%
减持
ISTB
ISHARES TR
-$122.5K
4,546
-36%
增持
DIS
DISNEY WALT CO
+$120.7K
3,674
+8%
减持
—
EATON CORP PLC
+$116.5K
1,381
-0%
清仓
—
STELLANTIS N.V
-$112.2K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$111.7K
2,118
+1%
增持
SUB
ISHARES TR
+$107.2K
29,234
+3%
减持
GE
GE AEROSPACE
+$101.5K
1,795
-0%
减持
DFLV
DIMENSIONAL ETF TRUST
-$99.5K
575,555
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$95.5K
13,830
+13%
增持
ABBV
ABBVIE INC
-$94.8K
4,694
+2%
增持
IEMG
ISHARES INC
+$91.8K
9,823
+6%
增持
VXF
VANGUARD INDEX FDS
+$89.7K
3,621
+3%
增持
COR
CENCORA INC
+$88.5K
1,573
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$82.1K
14,057
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$81.9K
6,177
+2%
减持
BLK
BLACKROCK INC
+$79.4K
1,003
-2%
减持
AMGN
AMGEN INC
-$77.5K
1,528
-6%
增持
MRVL
MARVELL TECHNOLOGY INC
+$74.8K
4,270
+3%
增持
SHOP
SHOPIFY INC
+$74.7K
3,705
+0%
减持
BCS
BARCLAYS PLC
+$73.7K
24,259
-1%
减持
MU
MICRON TECHNOLOGY INC
+$73.3K
2,314
-5%
减持
CSCO
CISCO SYS INC
+$70.4K
22,077
-7%
增持
MOH
MOLINA HEALTHCARE INC
-$68.6K
2,190
+0%
增持
JMSI
J P MORGAN EXCHANGE TRADED F
+$65.6K
20,018
+8%
减持
FSLR
FIRST SOLAR INC
+$64.0K
1,708
-1%
减持
MCD
MCDONALDS CORP
-$61.4K
2,998
-0%
减持
ED
CONSOLIDATED EDISON INC
-$60.8K
5,680
-0%
减持
TXN
TEXAS INSTRS INC
+$59.3K
4,822
-8%
减持
NUDM
NUSHARES ETF TR
+$57.0K
15,668
-0%
减持
AMZN
AMAZON COM INC
+$55.7K
17,567
-12%
增持
PANW
PALO ALTO NETWORKS INC
+$53.8K
1,462
+2%
增持
VGT
VANGUARD WORLD FD
+$52.9K
419
+1%
减持
WEC
WEC ENERGY GROUP INC
-$51.1K
9,692
-0%
减持
VXUS
VANGUARD STAR FDS
-$48.8K
12,621
-15%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$45.3K
14,303
-5%
