Wealth Architects, LLC
MOUNTAIN VIEW CA · SEC CIK 0001611518
$11.22亿2026Q1 申报市值
244持仓数
48.0%前十大占比 · 第一大 6.7%
15 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DIHP 新建仓+$545.73万
TDTF 加仓+$299.64万
VIG 加仓+$129.14万
DFLV 加仓+$126.28万
IJR 加仓+$117.29万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$576.60万
AAPL 减仓-$254.12万
BRK/B 减仓-$155.74万
AMD 减仓-$77.91万
VV 减仓-$70.38万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | COMERICA INC | $0 | 0.00% | 0 | -4,165 | -100.0% | -$36.21万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -2,403 | -100.0% | -$26.07万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,826 | -100.0% | -$24.37万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -5,063 | -100.0% | -$22.36万 | 清仓 |
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -4,546 | -100.0% | -$22.16万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,799 | -100.0% | -$21.91万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -383 | -100.0% | -$21.66万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -580 | -100.0% | -$20.39万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -895 | -100.0% | -$20.36万 | 清仓 |
| SPRY | ARS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.65万 | 清仓 |
| PACB | PACIFIC BIOSCIENCES OF CALIFORNIA INC | $6.43万 | 0.01% | 48,725 | 0 | 0.0% | — | 不变 |
| — | SOLO BRANDS INC | $6.99万 | 0.01% | 18,603 | 18,603 | — | $6.99万 | 新建仓 |
| FINV | FINVOLUTION GROUP | $9.17万 | 0.01% | 19,146 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $12.90万 | 0.01% | 10,290 | 10,290 | — | $12.90万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $13.45万 | 0.01% | 14,981 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULESTECH GROWTH CAP INC COM | $15.86万 | 0.01% | 10,736 | 10,736 | — | $15.86万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $18.31万 | 0.02% | 20,615 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFARE INC | $20.16万 | 0.02% | 977 | 977 | — | $20.16万 | 新建仓 |
| DHR | DANAHER CORP | $20.33万 | 0.02% | 1,072 | 40 | 3.9% | $7,584 | 加仓 |
| HMY | HARMONY GOLD MINING CO LTD ADR | $20.40万 | 0.02% | 13,271 | -387 | -2.8% | -$5,948 | 减仓 |
| AGG | ISHARES BARCLAYS US AGGREGATE BOND FUND | $20.45万 | 0.02% | 2,060 | -392 | -16.0% | -$3.89万 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $20.49万 | 0.02% | 2,416 | 2,416 | — | $20.49万 | 新建仓 |
| MCK | MCKESSON CORP | $20.86万 | 0.02% | 241 | 241 | — | $20.86万 | 新建仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $21.03万 | 0.02% | 1,153 | 252 | 28.0% | $4.60万 | 加仓 |
| CVS | CVS CAREMARK CORP | $21.06万 | 0.02% | 2,932 | 19 | 0.7% | $1,365 | 加仓 |
| CTO | CONSOLIDATED TOMOKA LAND CO. | $21.06万 | 0.02% | 11,391 | 0 | 0.0% | — | 不变 |
| DE | DEERE & COMPANY | $21.12万 | 0.02% | 375 | 375 | — | $21.12万 | 新建仓 |
| CME | CHICAGO MERCANTILE EXCHANGE HLDGS INC CL A | $21.21万 | 0.02% | 718 | 718 | — | $21.21万 | 新建仓 |
| RBRK | RUBRIK INC | $21.37万 | 0.02% | 4,364 | -1,315 | -23.2% | -$6.44万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $21.49万 | 0.02% | 3,728 | 206 | 5.8% | $1.19万 | 重新持有 |
| UNP | UNIONPACIFIC CORP | $21.50万 | 0.02% | 886 | 4 | 0.5% | $970 | 加仓 |
| GSK | GLAXOSMITHKLINE PLC SPONSORED ADR | $21.61万 | 0.02% | 3,916 | 3,916 | — | $21.61万 | 新建仓 |
| STLD | STEEL DYNAMICS, INC. | $21.67万 | 0.02% | 1,204 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $22.09万 | 0.02% | 894 | 894 | — | $22.09万 | 新建仓 |
| RBLX | ROBLOX CORP COM CL A | $22.15万 | 0.02% | 3,916 | 1,653 | 73.0% | $9.35万 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $22.45万 | 0.02% | 2,804 | -31 | -1.1% | -$2,482 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $22.50万 | 0.02% | 3,206 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR S&P MIDCAP400 INDEX FD | $22.56万 | 0.02% | 3,340 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $22.66万 | 0.02% | 2,348 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR RUSSELL 2000GROWTH INDEX FD | $22.80万 | 0.02% | 726 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO | $22.85万 | 0.02% | 1,744 | 1,744 | — | $22.85万 | 新建仓 |
| ADBE | ADOBE SYS INC | $22.87万 | 0.02% | 941 | -110 | -10.5% | -$2.67万 | 减仓 |
| CRM | SALESFORCE.COM, INC | $22.91万 | 0.02% | 1,227 | -102 | -7.7% | -$1.90万 | 减仓 |
| PVH | PHILLIPS-VAN HEUSEN CORP | $22.97万 | 0.02% | 3,293 | 3,293 | — | $22.97万 | 新建仓 |
| MMM | 3M COMPANY | $23.15万 | 0.02% | 1,594 | 23 | 1.5% | $3,340 | 加仓 |
| TECK | TECK RESOURCES LIMITED | $23.53万 | 0.02% | 4,546 | -124 | -2.7% | -$6,417 | 减仓 |
| APH | AMPHENOL CORP CLA | $23.63万 | 0.02% | 1,870 | -39 | -2.0% | -$4,928 | 减仓 |
| STX | SEAGATE TECHNOLOGY | $23.90万 | 0.02% | 610 | -210 | -25.6% | -$8.23万 | 减仓 |
| XLV | HEALTH CARE SELECT SECTOR SPDR | $24.35万 | 0.02% | 1,661 | 100 | 6.4% | $1.47万 | 加仓 |
| GWW | WW GRAINGER INC | $24.43万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO | $24.45万 | 0.02% | 1,865 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $24.49万 | 0.02% | 1,488 | -20 | -1.3% | -$3,291 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $24.55万 | 0.02% | 8,550 | 1,361 | 18.9% | $3.91万 | 加仓 |
| PGR | PROGRESSIVECORP OHIO | $24.74万 | 0.02% | 1,248 | -13 | -1.0% | -$2,577 | 减仓 |
| CMI | CUMMINS INC FORMERLY CUMMINS ENGINE INC TO | $25.02万 | 0.02% | 465 | -13 | -2.7% | -$6,994 | 减仓 |
| C | CITIGROUP INC | $25.32万 | 0.02% | 2,233 | 1 | 0.0% | $113 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.38万 | 0.02% | 300 | -4 | -1.3% | -$3,384 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.44万 | 0.02% | 421 | -1 | -0.2% | -$604 | 减仓 |
| ADI | ANALOG DEVICES INC | $25.68万 | 0.02% | 807 | -15 | -1.8% | -$4,774 | 减仓 |
| T | AT&T INC COM | $26.10万 | 0.02% | 9,004 | 647 | 7.7% | $1.88万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $26.33万 | 0.02% | 377 | -5 | -1.3% | -$3,493 | 减仓 |
| ETR | ENTERGY CORP | $26.46万 | 0.02% | 2,355 | -15 | -0.6% | -$1,685 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FINANCE CORP. | $26.58万 | 0.02% | 21,454 | 9,942 | 86.4% | $12.32万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $27.17万 | 0.02% | 4,980 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT INDEX ETF | $27.30万 | 0.02% | 3,078 | -32 | -1.0% | -$2,839 | 减仓 |
| SPGI | S&P GLOBAL INC. | $27.52万 | 0.02% | 647 | -20 | -3.0% | -$8,507 | 减仓 |
| TGT | TARGET CORP | $27.57万 | 0.02% | 2,275 | -2 | -0.1% | -$242 | 重新持有 |
| SPDW | SPDR INDEX SHARES WORLD EX US ETF | $27.82万 | 0.02% | 6,094 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $28.60万 | 0.03% | 1,450 | -25 | -1.7% | -$4,932 | 减仓 |
| OEF | ISHARES S&P 100 | $28.63万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $28.89万 | 0.03% | 2,633 | 479 | 22.2% | $5.26万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY GROUPLTD ISIN#BMG5876H1 | $29.43万 | 0.03% | 2,971 | -196 | -6.2% | -$1.94万 | 减仓 |
| GLD | SPDR GOLD TR GOLD SHS | $30.34万 | 0.03% | 705 | -48 | -6.4% | -$2.07万 | 减仓 |
| PEP | PEPSICO INC | $30.46万 | 0.03% | 1,962 | 68 | 3.6% | $1.06万 | 加仓 |
| CWT | CALIFORNIA WATER SERVICE GROUP | $30.63万 | 0.03% | 6,755 | -306 | -4.3% | -$1.39万 | 减仓 |
| TJX | TJX COMPANIES INC | $30.69万 | 0.03% | 1,922 | -40 | -2.0% | -$6,388 | 减仓 |
| DIS | DISNEY WALT CO DEL (HOLDINGCOMPANY) | $30.75万 | 0.03% | 3,190 | 204 | 6.8% | $1.97万 | 加仓 |
| IYR | ISHARES TR DOW JONES US REAL ESTATE INDEXF | $30.97万 | 0.03% | 3,275 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC. | $31.42万 | 0.03% | 2,357 | 156 | 7.1% | $2.08万 | 加仓 |
| MPC | MARATHON PETROLEUM CORPORATION | $31.57万 | 0.03% | 1,293 | -17 | -1.3% | -$4,151 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ADS | $31.67万 | 0.03% | 26,528 | -535 | -2.0% | -$6,388 | 减仓 |
| SHOP | SHOPIFY INC A | $31.79万 | 0.03% | 2,680 | 13 | 0.5% | $1,542 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEMSINC | $31.90万 | 0.03% | 1,148 | -4 | -0.3% | -$1,111 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE INDEX FD | $31.98万 | 0.03% | 1,497 | 0 | 0.0% | — | 不变 |
| QUAD | QUAD/GRAPHICS INC | $33.20万 | 0.03% | 50,227 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $34.03万 | 0.03% | 787 | -118 | -13.0% | -$5.10万 | 减仓 |
| FDX | FEDEXCORP | $34.62万 | 0.03% | 972 | 5 | 0.5% | $1,781 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $34.62万 | 0.03% | 2,338 | -99 | -4.1% | -$1.47万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB | $34.94万 | 0.03% | 5,761 | -75 | -1.3% | -$4,549 | 减仓 |
| TILT | FLEXSHARES MSTAR US MKT FACTOR TILT ETF | $34.95万 | 0.03% | 1,448 | -84 | -5.5% | -$2.03万 | 减仓 |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | $36.12万 | 0.03% | 2,734 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC COM | $36.14万 | 0.03% | 1,239 | -27 | -2.1% | -$7,875 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $36.66万 | 0.03% | 3,911 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $36.71万 | 0.03% | 2,907 | -1 | -0.0% | -$126 | 减仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $37.39万 | 0.03% | 1,886 | -618 | -24.7% | -$12.25万 | 减仓 |
| L | LOEWS CORP | $37.84万 | 0.03% | 3,545 | 112 | 3.3% | $1.20万 | 加仓 |