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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 46
减持 79
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
LRCX
LAM RESEARCH CORP
+$9.8M
263,272
-0%
增持
TDTF
FLEXSHARES TR
+$4.1M
2,991,112
+7%
增持
DFSU
DIMENSIONAL ETF TRUST
+$3.5M
269,411
+40%
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
AVUV
AMERICAN CENTY ETF TR
+$2.9M
223,102
+12%
减持
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
733,561
-0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.7M
661,399
+9%
建仓
SGOV
ISHARES TR
+$2.2M
21,970
增持
IJR
ISHARES TR
+$1.9M
496,572
+2%
增持
RKLB
ROCKET LAB CORP
+$1.8M
60,238
+19%
增持
GII
SPDR INDEX SHS FDS
+$1.7M
644,516
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
925,625
-1%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.6M
155,234
+25%
增持
GOOG
ALPHABET INC
+$1.4M
18,048
+4%
增持
ESGD
ISHARES TR
+$1.4M
129,286
+10%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.4M
199,570
+2%
增持
EAGG
ISHARES TR
+$1.3M
103,438
+37%
增持
ESML
ISHARES TR
+$1.3M
279,907
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
245,249
+0%
增持
ESGU
ISHARES TR
+$1.2M
65,846
+12%
减持
META
META PLATFORMS INC
-$1.2M
15,280
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.2M
710,843
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.0M
166,316
+2%
减持
MSFT
MICROSOFT CORP
-$1.0M
20,578
-3%
增持
LLY
ELI LILLY & CO
+$888.1K
2,801
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$585.3K
24,319
-10%
建仓
BIL
SPDR SERIES TRUST
+$578.0K
6,326
增持
DFSE
DIMENSIONAL ETF TRUST
+$525.6K
157,775
+8%
减持
CAT
CATERPILLAR INC
+$512.5K
5,881
-2%
减持
HD
HOME DEPOT INC
-$501.9K
6,253
-5%
增持
DFGR
DIMENSIONAL ETF TRUST
+$440.6K
258,803
+10%
减持
GOOGL
ALPHABET INC
+$437.8K
10,347
-10%
减持
AVGO
BROADCOM INC
-$409.8K
19,429
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$408.9K
24,500
-3%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$395.5K
12,268
+1%
减持
ORCL
ORACLE CORP
-$395.4K
3,348
-10%
减持
VV
VANGUARD INDEX FDS
-$383.6K
66,765
-4%
增持
DFAX
DIMENSIONAL ETF TRUST
+$347.3K
137,004
+4%
增持
SUB
ISHARES TR
+$346.1K
33,751
+11%
减持
IEFA
ISHARES TR
+$337.9K
231,844
-1%
增持
MRK
MERCK & CO INC
+$323.4K
13,384
+3%
减持
AAPL
APPLE INC
-$321.9K
164,127
-7%
建仓
IAU
ISHARES GOLD TR
+$321.7K
3,963
清仓
—
MR COOPER GROUP INC
-$321.7K
0
-100%
清仓
RBLX
ROBLOX CORP
-$313.5K
0
-100%
减持
NFRA
FLEXSHARES TR
-$312.8K
51,452
-6%
建仓
SOLV
SOLVENTUM CORP
+$303.4K
3,829
建仓
GLD
SPDR GOLD TR
+$298.4K
753
减持
IJS
ISHARES TR
+$298.2K
110,336
-0%
增持
MU
MICRON TECHNOLOGY INC
+$295.6K
2,418
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$294.8K
153,848
+2%
清仓
BX
BLACKSTONE INC
-$291.0K
0
-100%
建仓
MS
MORGAN STANLEY
+$267.7K
1,508
减持
UNH
UNITEDHEALTH GROUP INC
-$266.0K
5,248
-9%
建仓
ELPC
COMPANHIA PARANAENSE DE ENER
+$257.4K
27,063
清仓
SONY
SONY GROUP CORP
-$255.3K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$236.2K
1,032
清仓
—
COMPANHIA PARANAENSE DE ENER
-$232.7K
0
-100%
建仓
U
UNITY SOFTWARE INC
+$223.6K
5,063
清仓
MDLZ
MONDELEZ INTL INC
-$220.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$219.5K
7,844
+4%
建仓
COF
CAPITAL ONE FINL CORP
+$218.4K
901
减持
EFV
ISHARES TR
+$217.8K
79,407
-1%
建仓
ISRG
INTUITIVE SURGICAL INC
+$216.6K
383
增持
BND
VANGUARD BD INDEX FDS
+$214.5K
56,095
+6%
减持
IVV
ISHARES TR
+$212.4K
115,234
-2%
增持
ICSH
ISHARES TR
+$209.2K
97,377
+5%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$207.8K
0
-100%
清仓
TGT
TARGET CORP
-$204.2K
0
-100%
建仓
STLD
STEEL DYNAMICS INC
+$204.0K
1,204
建仓
—
TE CONNECTIVITY PLC
+$203.6K
895
清仓
KBH
KB HOME
-$203.0K
0
-100%
减持
VBR
VANGUARD INDEX FDS
+$193.3K
132,936
-1%
增持
AMAT
APPLIED MATLS INC
+$189.3K
3,470
+1%
减持
VTV
VANGUARD INDEX FDS
+$186.7K
149,683
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$185.7K
26,863
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$179.3K
335,089
-1%
减持
AMZN
AMAZON COM INC
+$173.1K
17,449
-1%
减持
COST
COSTCO WHSL CORP NEW
-$169.9K
1,280
-7%
建仓
OTF
BLUE OWL TECHNOLOGY FIN CORP
+$167.4K
11,512
减持
BLK
BLACKROCK INC
-$162.4K
943
-6%
减持
PG
PROCTER AND GAMBLE CO
-$157.7K
13,320
-1%
减持
WMT
WALMART INC
+$156.5K
18,772
-0%
减持
ALAB
ASTERA LABS INC
-$150.8K
5,096
-0%
增持
NFLX
NETFLIX INC
-$148.4K
5,672
+900%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$141.5K
3,261
-2%
减持
T
AT&T INC
-$139.0K
8,357
-32%
减持
RTX
RTX CORPORATION
+$132.0K
8,461
-0%
减持
INTU
INTUIT
-$131.8K
905
-15%
增持
TQQQ
PROSHARES TR
-$130.9K
18,063
+72%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$126.5K
2,454
-21%
减持
KLAC
KLA CORP
+$120.8K
932
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$119.1K
13,398
+47%
建仓
SPRY
ARS PHARMACEUTICALS INC
+$116.5K
10,000
减持
MPC
MARATHON PETE CORP
-$110.4K
1,310
-22%
减持
NUDM
NUSHARES ETF TR
-$108.3K
13,286
-15%
增持
VOO
VANGUARD INDEX FDS
+$103.9K
5,359
+1%
增持
INTC
INTEL CORP
+$99.9K
28,871
+0%
增持
WFC
WELLS FARGO CO NEW
+$98.3K
8,255
+3%
清仓
—
STELLANTIS N.V
-$95.0K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$92.8K
3,167
-26%
减持
MO
ALTRIA GROUP INC
-$92.0K
10,457
-1%
减持
—
EATON CORP PLC
-$90.5K
1,368
-3%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$87.9K
3,099
+0%
增持
WEC
WEC ENERGY GROUP INC
-$87.0K
9,701
+0%
减持
BAC
BANK AMERICA CORP
+$84.8K
29,378
-1%
减持
—
EXXON MOBIL CORP
+$84.6K
16,707
-2%
减持
VTI
VANGUARD INDEX FDS
+$82.4K
18,671
-1%
减持
DIS
DISNEY WALT CO
-$79.7K
2,986
-18%
减持
VB
VANGUARD INDEX FDS
+$78.9K
62,056
-1%
减持
SCHA
SCHWAB STRATEGIC TR
+$76.2K
143,320
-0%
减持
SNOW
SNOWFLAKE INC
-$75.7K
7,492
-2%
减持
AXP
AMERICAN EXPRESS CO
+$74.3K
2,099
-1%
增持
GILD
GILEAD SCIENCES INC
+$72.3K
6,119
+0%
减持
IMO
IMPERIAL OIL LTD
-$71.2K
4,206
-12%
增持
CRM
SALESFORCE INC
+$70.3K
1,329
+12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$69.8K
1,127
-6%
减持
VXF
VANGUARD INDEX FDS
-$69.8K
3,291
-9%
减持
SCZ
ISHARES TR
+$69.2K
179,965
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$65.8K
8,747
-27%
减持
AMGN
AMGEN INC
+$64.9K
1,507
-1%
增持
—
ACCENTURE PLC IRELAND
+$63.8K
2,504
+2%
减持
TOLZ
PROSHARES TR
-$63.0K
58,986
-2%
减持
CSCO
CISCO SYS INC
+$60.7K
22,780
-8%
减持
NVDA
NVIDIA CORPORATION
-$59.0K
30,323
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$58.7K
18,810
+4%
减持
TXN
TEXAS INSTRS INC
-$58.5K
4,746
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$58.3K
3,695
-5%
增持
WELL
WELLTOWER INC
+$57.7K
6,939
+0%
减持
CMA
COMERICA INC
+$56.7K
4,165
-7%
减持
ABT
ABBOTT LABS
-$56.1K
5,987
-1%
增持
V
VISA INC
+$54.4K
3,012
+3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$53.0K
666
-13%
减持
VZ
VERIZON COMMUNICATIONS INC
-$52.5K
12,260
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$51.3K
4,249
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$49.9K
5,836
-1%
减持
APD
AIR PRODS & CHEMS INC
-$46.1K
1,538
-2%
减持
BCS
BARCLAYS PLC
+$44.6K
20,894
-11%
减持
DLS
WISDOMTREE TR
+$44.0K
34,633
-0%
减持
ABBV
ABBVIE INC
-$44.0K
4,556
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$43.4K
3,162
-8%
减持
MOH
MOLINA HEALTHCARE INC
-$43.2K
2,201
-1%
增持
ABNB
AIRBNB INC
+$43.1K
2,908
+0%
减持
PEP
PEPSICO INC
-$43.0K
1,894
-16%
减持
MA
MASTERCARD INCORPORATED
-$42.4K
1,299
-6%
增持
AGG
ISHARES TR
+$40.2K
2,452
+20%
增持
XLK
SELECT SECTOR SPDR TR
+$39.0K
12,814
+100%
减持
COR
CENCORA INC
+$38.9K
1,578
-0%
减持
CMI
CUMMINS INC
+$38.3K
478
-2%
减持
IWN
ISHARES TR
+$36.3K
14,890
-1%
减持
TSLA
TESLA INC
-$34.6K
5,793
-2%
