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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 48
减持 81
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
LRCX
LAM RESEARCH CORP
+$9.6M
263,440
+0%
减持
AAPL
APPLE INC
+$6.4M
176,497
-6%
减持
IVV
ISHARES TR
+$4.8M
117,610
-1%
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
IJR
ISHARES TR
+$4.5M
486,027
-0%
增持
TDTF
FLEXSHARES TR
+$2.5M
2,786,158
+3%
减持
DFIV
DIMENSIONAL ETF TRUST
+$2.3M
734,705
-0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.1M
606,251
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.9M
199,692
+1%
减持
AVDV
AMERICAN CENTY ETF TR
+$1.8M
195,394
-1%
减持
VBR
VANGUARD INDEX FDS
+$1.8M
133,972
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
938,790
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.6M
162,702
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
244,062
-2%
增持
ESML
ISHARES TR
+$1.4M
257,218
+4%
减持
VV
VANGUARD INDEX FDS
+$1.4M
69,516
-1%
增持
GOOG
ALPHABET INC
+$1.3M
17,373
+7%
减持
VTV
VANGUARD INDEX FDS
+$1.3M
152,294
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$1.2M
27,219
-0%
减持
IJS
ISHARES TR
+$1.1M
110,762
-2%
减持
AVGO
BROADCOM INC
+$1.1M
21,625
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
26,905
-6%
增持
RKLB
ROCKET LAB CORP
+$1.0M
50,754
+29%
减持
DFUV
DIMENSIONAL ETF TRUST
+$992.1K
714,006
-2%
减持
VB
VANGUARD INDEX FDS
+$958.7K
62,642
-1%
减持
GII
SPDR INDEX SHS FDS
+$951.7K
622,211
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$749.8K
150,273
+7%
减持
NVDA
NVIDIA CORPORATION
+$742.9K
30,626
-3%
减持
TSLA
TESLA INC
+$728.5K
5,936
-1%
增持
DFSI
DIMENSIONAL ETF TRUST
+$702.7K
124,380
+12%
增持
EAGG
ISHARES TR
+$700.6K
75,372
+23%
增持
DFSE
DIMENSIONAL ETF TRUST
+$621.6K
146,481
+3%
减持
GOOGL
ALPHABET INC
+$577.5K
11,521
-9%
减持
ESGU
ISHARES TR
+$532.8K
58,910
-1%
减持
CAT
CATERPILLAR INC
+$523.5K
5,986
-0%
增持
ESGD
ISHARES TR
+$489.8K
117,454
+0%
增持
VTI
VANGUARD INDEX FDS
+$481.4K
18,824
+0%
减持
ALAB
ASTERA LABS INC
+$478.0K
5,100
-11%
增持
DFGR
DIMENSIONAL ETF TRUST
+$448.2K
234,234
+6%
减持
IEFA
ISHARES TR
+$447.6K
233,683
-2%
清仓
DSI
ISHARES TR
-$425.4K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$406.5K
131,829
+4%
增持
INTC
INTEL CORP
+$381.3K
28,775
+10%
减持
SCHF
SCHWAB STRATEGIC TR
+$376.3K
338,326
-0%
减持
META
META PLATFORMS INC
-$336.1K
15,401
-2%
减持
MSFT
MICROSOFT CORP
+$325.3K
21,187
-1%
建仓
RBLX
ROBLOX CORP
+$313.5K
2,263
减持
JPM
JPMORGAN CHASE & CO.
+$300.6K
13,334
-1%
增持
ORCL
ORACLE CORP
+$300.5K
3,726
+9%
减持
DFSU
DIMENSIONAL ETF TRUST
+$283.1K
192,087
-4%
建仓
TJX
TJX COS INC NEW
+$279.5K
1,934
增持
AMD
ADVANCED MICRO DEVICES INC
+$254.7K
11,985
+1%
减持
SNOW
SNOWFLAKE INC
-$254.1K
7,622
-14%
减持
HD
HOME DEPOT INC
+$245.9K
6,549
-0%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$242.2K
1,026
建仓
APH
AMPHENOL CORP NEW
+$241.7K
1,953
建仓
ROKU
ROKU INC
+$240.6K
2,403
建仓
C
CITIGROUP INC
+$229.1K
2,257
建仓
PFE
PFIZER INC
+$227.7K
8,935
增持
MOH
MOLINA HEALTHCARE INC
-$227.2K
2,222
+1%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$225.3K
12,149
-1%
减持
JNJ
JOHNSON & JOHNSON
+$224.4K
7,571
-2%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$224.1K
3,090
-2%
清仓
TEAM
ATLASSIAN CORPORATION
-$222.8K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$219.6K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$217.1K
2,880
增持
TQQQ
PROSHARES TR
+$216.4K
10,475
+0%
减持
ABBV
ABBVIE INC
+$213.7K
4,686
-0%
减持
INTU
INTUIT
-$213.6K
1,071
-11%
清仓
AMT
AMERICAN TOWER CORP NEW
-$213.3K
0
-100%
建仓
TECK
TECK RESOURCES LTD
+$207.9K
4,737
增持
IWM
ISHARES TR
+$207.8K
7,511
+1%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$207.8K
1,847
清仓
DHR
DANAHER CORPORATION
-$205.8K
0
-100%
建仓
CMI
CUMMINS INC
+$205.7K
487
建仓
AGG
ISHARES TR
+$204.7K
2,042
建仓
KBH
KB HOME
+$203.0K
3,190
清仓
ISRG
INTUITIVE SURGICAL INC
-$201.6K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$201.6K
820
减持
SCZ
ISHARES TR
+$185.0K
180,963
-4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$180.1K
18,107
+31%
增持
KLAC
KLA CORP
+$177.8K
938
+1%
增持
ICSH
ISHARES TR
+$177.8K
92,927
+4%
减持
EFV
ISHARES TR
+$175.9K
80,387
-3%
增持
BND
VANGUARD BD INDEX FDS
+$169.0K
52,984
+3%
减持
WELL
WELLTOWER INC
+$168.4K
6,906
-0%
减持
—
ACCENTURE PLC IRELAND
-$166.6K
2,465
-5%
增持
CSCO
CISCO SYS INC
+$162.4K
24,760
+12%
减持
RTX
RTX CORPORATION
+$162.0K
8,485
-1%
减持
PM
PHILIP MORRIS INTL INC
-$153.6K
7,625
-0%
增持
SUB
ISHARES TR
+$146.3K
30,484
+4%
减持
DLS
WISDOMTREE TR
+$137.8K
34,733
-1%
减持
VOO
VANGUARD INDEX FDS
+$137.0K
5,318
-3%
增持
BAC
BANK AMERICA CORP
+$135.0K
29,676
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$130.4K
5,787
-3%
减持
ESGE
ISHARES INC
+$121.7K
34,176
-2%
增持
BLK
BLACKROCK INC
+$119.3K
1,005
+0%
减持
TXN
TEXAS INSTRS INC
-$119.2K
4,800
-0%
增持
MU
MICRON TECHNOLOGY INC
+$109.3K
2,358
+2%
减持
GLW
CORNING INC
+$103.8K
3,965
-6%
增持
VUG
VANGUARD INDEX FDS
+$102.5K
2,296
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$102.2K
4,279
+14%
增持
WMT
WALMART INC
+$100.8K
18,774
+0%
减持
COST
COSTCO WHSL CORP NEW
-$100.4K
1,376
-1%
减持
WEC
WEC ENERGY GROUP INC
+$100.1K
9,687
-0%
建仓
—
STELLANTIS N.V
+$95.0K
10,167
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$92.2K
1,202
-1%
增持
CVX
CHEVRON CORP NEW
+$89.1K
5,586
+3%
减持
PG
PROCTER AND GAMBLE CO
-$87.1K
13,450
-1%
减持
NFLX
NETFLIX INC
-$85.0K
567
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$83.6K
3,123
-10%
减持
—
MR COOPER GROUP INC
+$82.0K
1,526
-5%
减持
BSV
VANGUARD BD INDEX FDS
-$80.3K
53,416
-2%
减持
FSLR
FIRST SOLAR INC
+$80.3K
1,646
-4%
减持
—
EXXON MOBIL CORP
+$79.8K
17,082
-0%
增持
MO
ALTRIA GROUP INC
+$79.4K
10,520
+0%
减持
IWF
ISHARES TR
+$79.3K
2,246
-2%
减持
AMAT
APPLIED MATLS INC
+$74.2K
3,431
-0%
减持
SCHB
SCHWAB STRATEGIC TR
+$71.9K
57,845
-3%
减持
PANW
PALO ALTO NETWORKS INC
-$67.7K
1,137
-22%
减持
SCHC
SCHWAB STRATEGIC TR
+$66.3K
29,910
-2%
减持
GE
GE AEROSPACE
+$61.7K
1,741
-3%
减持
NFRA
FLEXSHARES TR
-$58.2K
54,452
-3%
减持
CRM
SALESFORCE INC
-$56.9K
1,189
-4%
减持
HMY
HARMONY GOLD MINING CO LTD
+$56.3K
15,536
-4%
减持
VO
VANGUARD INDEX FDS
+$55.1K
3,977
-0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$50.6K
1,152
+0%
减持
TLTE
FLEXSHARES TR
+$48.1K
14,187
-2%
减持
V
VISA INC
-$47.4K
2,935
-1%
增持
WFC
WELLS FARGO CO NEW
+$44.1K
8,006
+2%
减持
MRK
MERCK & CO INC
+$42.8K
12,932
-2%
减持
IMO
IMPERIAL OIL LTD
+$42.4K
4,785
-3%
增持
JMSI
J P MORGAN EXCHANGE TRADED F
+$41.5K
20,526
+3%
减持
CMA
COMERICA INC
+$39.4K
4,457
-0%
减持
MPC
MARATHON PETE CORP
+$39.4K
1,678
-2%
增持
BX
BLACKSTONE INC
+$38.6K
1,703
+1%
减持
CMCSA
COMCAST CORP NEW
-$37.3K
7,436
-2%
增持
ADBE
ADOBE INC
-$37.1K
1,097
+0%
减持
DIS
DISNEY WALT CO
-$36.2K
3,663
-0%
减持
BCS
BARCLAYS PLC
+$36.1K
23,566
-3%
减持
ABT
ABBOTT LABS
-$34.9K
6,020
-3%
减持
TGT
TARGET CORP
-$34.5K
2,277
-6%
增持
L
LOEWS CORP
+$34.2K
3,433
+1%
增持
—
EATON CORP PLC
+$33.2K
1,406
+2%
减持
MCD
MCDONALDS CORP
+$32.8K
2,990
-0%
增持
NEE
NEXTERA ENERGY INC
+$31.7K
4,668
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$31.6K
3,340
+2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$31.4K
4,305
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$31.2K
304
+2%
增持
ABNB
AIRBNB INC
-$30.7K
2,896
+0%
减持
QUAD
QUAD / GRAPHICS INC
+$30.6K
50,227
-0%
