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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 48
减持 70
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
LRCX
LAM RESEARCH CORP
+$11.2M
263,242
-0%
减持
AAPL
APPLE INC
-$5.5M
154,114
-6%
建仓
DIHP
DIMENSIONAL INTERNATIONAL HIGH PBLY ETF
+$5.5M
169,375
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
GII
SPDR S&P GLOBAL INFRASTRUCTURE ETF
+$4.7M
652,712
+1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$4.3M
835,644
-10%
增持
TDTF
FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF
+$3.4M
3,115,394
+4%
增持
IVV
ISHARES CORE S&P 500 ETF
-$3.4M
115,697
+0%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$3.2M
506,007
+2%
增持
MSFT
MICROSOFT CORP
-$2.3M
20,623
+0%
增持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$2.3M
696,762
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INCDEL CL B
-$2.1M
21,250
-13%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$2.0M
223,607
+0%
减持
VV
VANGUARD LARGE-CAP ETF
-$1.8M
64,410
-4%
减持
DFIV
DFA INTERNATIONAL VALUE ETF
+$1.7M
725,927
-1%
增持
META
META PLATFORMS INC CLASS A
-$1.3M
15,315
+0%
减持
AVDV
AVANTIS INTERNATNL SML CP VL ETF
+$1.1M
198,353
-1%
减持
NVDA
NVIDIA CORP
-$882.0K
27,369
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
-$873.0K
4,917
-44%
减持
DFUV
DFA TAX-MANAGED US MARKETWIDE VALUE II
+$818.1K
700,295
-1%
减持
—
EXXON MOBIL CORP
+$814.3K
16,650
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC ORDINARY SHARES - CLASS
-$754.6K
24,392
+0%
减持
CAT
CATERPILLARINC
+$731.5K
5,788
-2%
减持
DFSU
DFA US SUSTAINABILITY CORE 1 ETF
-$726.0K
267,085
-1%
建仓
BNDX
VANGUARD TOTAL INTL BOND INDEX ETF
+$691.7K
14,396
增持
AVGO
BROADCOM INC
-$607.6K
19,763
+2%
增持
EAGG
ISHARES ESG US AGGREGATE BOND ETF
+$584.1K
116,374
+13%
增持
SPY
SPDR S&P 500 ETF TRUST
-$572.9K
27,287
+2%
减持
IJS
ISHARES S&P SMALLCAP600 VALUE INDEX
+$494.3K
110,103
-0%
增持
SNOW
SNOWFLAKE CL A ORD
-$493.3K
7,626
+2%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND ETF
+$483.7K
106,856
+10%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$461.9K
131,722
-1%
减持
TSLA
TESLA MOTORS INC
-$454.7K
5,785
-0%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$443.1K
283,141
+1%
减持
RKLB
ROCKET LAB USA INC
-$431.7K
58,713
-3%
减持
JPM
JPMORGAN CHASE & CO
-$421.0K
12,927
-1%
建仓
FITB
FIFTH THIRD BANCORP
+$395.9K
8,521
清仓
CMA
COMERICA INC
-$362.1K
0
-100%
增持
LLY
ELI LILLY AND CO
-$359.0K
2,882
+3%
增持
AMZN
AMAZON.COM INC
-$357.1K
17,624
+1%
减持
EFV
ISHARES MSCI EAFE VALUE INDEX
-$350.9K
71,547
-10%
清仓
QCOM
QUALCOMM INC
-$349.7K
0
-100%
增持
BIL
SPDR BARCLAYS CAPITAL 1-3 MONTH T-BILL
+$330.7K
9,916
+57%
增持
JNJ
JOHNSON & JOHNSON
+$327.4K
7,981
+2%
增持
CVX
CHEVRON CORP NEW
+$324.4K
5,744
+1%
增持
DFGR
DIMENSIONL GLOBAL REAL ESTATE ETF
+$323.5K
269,415
+4%
清仓
SOLV
SOLVENTUM CORP
-$303.4K
0
-100%
增持
WMT
WAL-MART STORES INC
+$302.1K
19,259
+3%
减持
—
ACCENTURE LTD BERMUDA CL A
-$297.9K
1,886
-25%
增持
DFAC
DFA US CORE EQUITY 2 ETF
+$291.6K
164,243
+7%
减持
AMAT
APPLIED MATERIALS INC
+$284.0K
3,440
-1%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR ETF
-$276.1K
11,804
-8%
建仓
TGT
TARGET CORP
+$275.7K
2,275
减持
GOOGL
ALPHABET INC CLASS A
-$274.3K
10,309
-0%
减持
IEFA
ISHARES CORE MSCI EAFE
-$271.7K
226,103
-2%
增持
VTI
VANGUARD TOTAL STK MKT ETF
-$264.9K
18,687
+0%
清仓
ROKU
ROKU INC
-$260.7K
0
-100%
减持
INTU
INTUIT INC
-$259.5K
787
-13%
减持
NFRA
FLEXSHARES STOXX GLOBAL BROAD INFRAS ETF
-$244.1K
44,868
-13%
清仓
NKE
NIKE INC
-$243.7K
0
-100%
增持
GOOG
ALPHABET INC CLASS C
-$238.8K
18,910
+5%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$237.9K
131,058
+1%
建仓
PVH
PHILLIPS-VAN HEUSEN CORP
+$229.7K
3,293
建仓
EMR
EMERSON ELECTRIC CO
+$228.5K
1,744
减持
SCZ
ISHARES MSCI EAFE SMALL CAP INDEX
-$225.0K
175,076
-3%
减持
TQQQ
PROSHARES ULTRAPRO QQQ
-$224.4K
17,463
-3%
清仓
U
UNITY SOFTWARE INC
-$223.6K
0
-100%
清仓
ISTB
ISHARES TR
-$221.6K
0
-100%
建仓
RBLX
ROBLOX CORP COM CL A
+$221.5K
3,916
建仓
VLO
VALERO ENERGY CORP
+$220.9K
894
减持
RBRK
RUBRIK INC
-$220.6K
4,364
-23%
清仓
PFE
PFIZER INC
-$219.1K
0
-100%
清仓
VFH
VANGUARD WORLD FD
-$216.9K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$216.6K
0
-100%
增持
UNH
UNITEDHEALTH GROUP
-$216.3K
5,602
+7%
建仓
GSK
GLAXOSMITHKLINE PLC SPONSORED ADR
+$216.1K
3,916
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$215.0K
334,163
-0%
增持
INTC
INTEL CORP
+$215.0K
29,012
+0%
建仓
MDLZ
MONDELEZ INTL INC CL A
+$214.9K
3,728
建仓
CME
CHICAGO MERCANTILE EXCHANGE HLDGS INC CL A
+$212.1K
718
建仓
DE
DEERE & COMPANY
+$211.2K
375
减持
ADP
AUTOMATICDATA PROCESSING INC
-$210.8K
3,091
-5%
清仓
PANW
PALO ALTO NETWORKS INC
-$209.8K
0
-100%
建仓
MCK
MCKESSON CORP
+$208.6K
241
减持
DFSI
DFA INTL SUSTAINABILITY CORE 1 ETF
-$208.4K
151,947
-2%
减持
KLAC
KLA-TENCOR CORP FRMLY KLA INSTRUMENT CORP
+$207.5K
910
-2%
建仓
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$204.9K
2,416
清仓
SYK
STRYKER CORPORATION
-$203.9K
0
-100%
清仓
—
TE CONNECTIVITY PLC
-$203.6K
0
-100%
建仓
NET
CLOUDFARE INC
+$201.6K
977
减持
GILD
GILEAD SCIENCES INC
-$201.5K
3,943
-36%
减持
MRK
MERCK AND CO INC NEW
+$199.9K
13,373
-0%
减持
IGF
ISHARES S&P GLOBAL INFRASTRUCTURE INDEX
+$194.1K
38,251
-1%
减持
ELV
ANTHEM INC
-$190.8K
3,059
-1%
减持
TOLZ
PROSHARES DJ BROOKFIELD GLOBAL INFRA
+$186.0K
56,353
-4%
减持
IMO
IMPERIAL OIL LTD COM NEW
+$179.6K
4,148
-1%
减持
GLW
CORNING INC
+$177.4K
3,792
-2%
减持
ORCL
ORACLE CORPORATION
-$176.3K
3,237
-3%
增持
COST
COSTCO WHOLESALE CORP
+$174.7K
1,283
+0%
减持
DLS
WISDOMTREE INTERNATIONAL SMALL CAP DIV ETF
-$174.4K
32,285
-7%
增持
BAC
BANK OF AMERICA CORP
-$172.7K
29,601
+1%
增持
MU
MICRONTECHNOLOGY
+$165.3K
2,532
+5%
建仓
HTGC
HERCULESTECH GROWTH CAP INC COM
+$158.6K
10,736
增持
IAU
ISHARES GOLD TRUST ETF
+$156.6K
5,425
+37%
减持
V
VISA, INC
-$146.9K
3,009
-0%
减持
AXP
AMERICANEXPRESS CO
-$143.7K
2,092
-0%
增持
IBM
INTL BUSINESS MACH
-$142.9K
4,603
+8%
减持
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
-$142.3K
20,495
-7%
减持
ADBE
ADOBE SYS INC
-$139.0K
941
-10%
减持
ABT
ABBOTT LABORATORIES
-$138.5K
5,958
-0%
减持
VB
VANGUARD SMALL-CAP ETF
-$136.7K
60,594
-2%
减持
HD
HOME DEPOT INC
-$134.9K
6,132
-2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$133.7K
251,254
+2%
建仓
DXC
DXC TECHNOLOGY CO
+$129.0K
10,290
增持
VZ
VERIZON COMMUNICATIONS
+$127.9K
12,495
+2%
减持
CRM
SALESFORCE.COM, INC
-$123.0K
1,227
-8%
减持
VTV
VANGUARD VALUE ETF
+$120.7K
146,324
-2%
减持
WFC
WELLS FARGO & CO NEW
-$119.4K
8,163
-1%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$116.6K
54,839
-2%
清仓
SPRY
ARS PHARMACEUTICALS INC
-$116.5K
0
-100%
增持
SHOP
SHOPIFY INC A
-$111.4K
2,680
+0%
增持
TXN
TEXAS INSTRUMENTS INC
+$109.8K
4,807
+1%
减持
IWF
ISHARES TR RUSSELL 1000GROWTH INDEX FD
-$105.8K
2,245
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$104.5K
1,116
-1%
减持
MPC
MARATHON PETROLEUM CORPORATION
+$102.7K
1,293
-1%
减持
NFLX
NETFLIX INC
-$101.8K
4,472
-21%
减持
MA
MASTERCARD INC CL A
-$100.8K
1,282
-1%
增持
BLK
BLACKROCK, INC
-$100.5K
945
+0%
减持
FSLR
FIRST SOLAR INC
-$99.3K
1,450
-2%
减持
GEV
GE VERNOVA INC
+$98.7K
459
-1%
增持
OTF
BLUE OWL TECHNOLOGY FINANCE CORP.
+$98.4K
21,454
+86%
减持
BCS
BARCLAYS PLC ADR
-$93.9K
20,694
-1%
减持
MO
ALTRIA GROUP INC
+$86.8K
10,453
-0%
增持
WELL
WELLTOWER INC
+$85.1K
6,945
+0%
减持
ED
CONSOLIDATED EDISON HLDG CO INC
+$77.9K
5,687
-0%
增持
VUG
VANGUARD GROWTH ETF
-$76.8K
2,393
+4%
增持
APD
AIR PRODUCTS AND CHEMICALS INC
+$75.6K
1,568
+2%
增持
ABBV
ABBVIE INC
+$75.1K
5,132
+13%
减持
SPGI
S&P GLOBAL INC.
-$73.4K
647
-3%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND
+$72.9K
34,499
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$72.8K
2,422
-1%
减持
DFSE
DIMENSNL EMG MRKT SUS CORE 1 ETF
+$71.6K
156,151
-1%
减持
DFAX
DFA WORLD EX US CORE ETF
+$71.1K
134,097
-2%
建仓
SBDS
SOLO BRANDS INC
+$69.9K
18,603
减持
HMY
HARMONY GOLD MINING CO LTD ADR
-$67.8K
13,271
-3%
增持
MOH
MOLINA HEALTHCARE INC.
-$67.8K
2,357
+7%
增持
FDX
FEDEXCORP
+$66.9K
972
+1%
减持
SCHA
SCHWAB US SMALL CAP ETF
+$66.5K
142,650
-0%
增持
ESGU
ISHARES ESG MSCI USA ETF
+$66.4K
69,836
+6%
增持
—
EATON CORP
+$63.9K
1,397
+2%
减持
ELPC
COMPANHIA PARANAENSE DE ADS
+$59.4K
26,528
-2%
