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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MANAGEMENT | $38.21万 | 0.03% | 1,663 | -3 | -0.2% | -$689 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $39.59万 | 0.04% | 8,521 | 8,521 | — | $39.59万 | 新建仓 |
| GEV | GE VERNOVA INC | $40.07万 | 0.04% | 459 | -3 | -0.6% | -$2,619 | 减仓 |
| MDY | S & P MID CAP 400 DEPRCPTS MID CAP SPDRS | $41.08万 | 0.04% | 666 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab US Dividend Equity ETF | $41.22万 | 0.04% | 13,436 | 38 | 0.3% | $1,166 | 加仓 |
| NFLX | NETFLIX INC | $43.00万 | 0.04% | 4,472 | -1,200 | -21.2% | -$11.54万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $43.32万 | 0.04% | 4,664 | -8 | -0.2% | -$743 | 减仓 |
| BCS | BARCLAYS PLC ADR | $43.79万 | 0.04% | 20,694 | -200 | -1.0% | -$4,232 | 减仓 |
| XLY | CONSUMER DISCRETIONARY SELECT SECT SPDR | $43.90万 | 0.04% | 4,028 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $45.55万 | 0.04% | 1,568 | 30 | 2.0% | $8,715 | 加仓 |
| KO | COCA COLA CO | $46.32万 | 0.04% | 6,091 | 17 | 0.3% | $1,293 | 加仓 |
| EFA | ISHARES TR MSCIEAFE INDEX FD | $46.73万 | 0.04% | 4,811 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $47.62万 | 0.04% | 3,237 | -111 | -3.3% | -$1.63万 | 减仓 |
| IAU | ISHARES GOLD TRUST ETF | $47.83万 | 0.04% | 5,425 | 1,462 | 36.9% | $12.89万 | 加仓 |
| NUDM | NUSHARES ESG INTL DEV MKTS EQ ETF | $47.97万 | 0.04% | 13,284 | -2 | -0.0% | -$72 | 减仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $48.93万 | 0.04% | 9,911 | -5 | -0.1% | -$247 | 减仓 |
| TLTD | FLEXSHARES MSTAR DEVMKTS FACTOR TILT ETF | $48.99万 | 0.04% | 5,212 | -273 | -5.0% | -$2.57万 | 减仓 |
| COR | CENCORA INC | $49.26万 | 0.04% | 1,568 | -10 | -0.6% | -$3,141 | 减仓 |
| GE | GENERAL ELECTRIC CO | $49.92万 | 0.04% | 1,759 | 29 | 1.7% | $8,229 | 加仓 |
| ETN | EATON CORP | $49.97万 | 0.04% | 1,397 | 29 | 2.1% | $1.04万 | 加仓 |
| AMGN | AMGEN INC | $50.81万 | 0.05% | 1,444 | -63 | -4.2% | -$2.22万 | 减仓 |
| GLW | CORNING INC | $51.56万 | 0.05% | 3,792 | -70 | -1.8% | -$9,518 | 减仓 |
| AWK | AMERICAN WATER WORKS COMPANY INC | $51.69万 | 0.05% | 3,798 | 103 | 2.8% | $1.40万 | 加仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $54.26万 | 0.05% | 4,148 | -58 | -1.4% | -$7,588 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $54.83万 | 0.05% | 1,116 | -11 | -1.0% | -$5,405 | 减仓 |
| GILD | GILEAD SCIENCES INC | $54.95万 | 0.05% | 3,943 | -2,176 | -35.6% | -$30.33万 | 减仓 |
| ALAB | ASTERA LABS INC | $55.85万 | 0.05% | 5,096 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $61.17万 | 0.05% | 5,958 | -29 | -0.5% | -$2,977 | 减仓 |
| RSP | GUGGENHEIM S&P 500 EQUAL WEIGHT INDEX FUND | $61.38万 | 0.05% | 3,198 | 36 | 1.1% | $6,909 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $62.73万 | 0.06% | 12,495 | 235 | 1.9% | $1.18万 | 加仓 |
| ADP | AUTOMATICDATA PROCESSING INC | $62.80万 | 0.06% | 3,091 | -170 | -5.2% | -$3.45万 | 减仓 |
| AXP | AMERICANEXPRESS CO | $63.28万 | 0.06% | 2,092 | -7 | -0.3% | -$2,117 | 减仓 |
| MA | MASTERCARD INC CL A | $64.08万 | 0.06% | 1,282 | -17 | -1.3% | -$8,497 | 减仓 |
| ED | CONSOLIDATED EDISON HLDG CO INC | $64.36万 | 0.06% | 5,687 | -9 | -0.2% | -$1,019 | 减仓 |
| WFC | WELLS FARGO & CO NEW | $64.99万 | 0.06% | 8,163 | -92 | -1.1% | -$7,324 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET IDX | $67.60万 | 0.06% | 3,285 | -6 | -0.2% | -$1,235 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS | $67.73万 | 0.06% | 9,710 | -19 | -0.2% | -$1,325 | 减仓 |
| MO | ALTRIA GROUP INC | $68.98万 | 0.06% | 10,453 | -4 | -0.0% | -$264 | 减仓 |
| BNDX | VANGUARD TOTAL INTL BOND INDEX ETF | $69.17万 | 0.06% | 14,396 | 14,396 | — | $69.17万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $69.37万 | 0.06% | 12,834 | -171 | -1.3% | -$9,243 | 减仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $72.78万 | 0.06% | 17,463 | -600 | -3.3% | -$2.50万 | 减仓 |
| DFAI | DFA INT'L CORE EQUITY ETF | $73.42万 | 0.07% | 18,844 | 34 | 0.2% | $1,325 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC | $76.79万 | 0.07% | 12,247 | -21 | -0.2% | -$1,317 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $81.85万 | 0.07% | 2,422 | -32 | -1.3% | -$1.08万 | 减仓 |
| MU | MICRONTECHNOLOGY | $85.54万 | 0.08% | 2,532 | 114 | 4.7% | $3.85万 | 加仓 |
| ELV | ANTHEM INC | $89.55万 | 0.08% | 3,059 | -40 | -1.3% | -$1.17万 | 减仓 |
| BIL | SPDR BARCLAYS CAPITAL 1-3 MONTH T-BILL | $90.87万 | 0.08% | 9,916 | 3,590 | 56.7% | $32.90万 | 加仓 |
| BLK | BLACKROCK, INC | $90.88万 | 0.08% | 945 | 2 | 0.2% | $1,923 | 加仓 |
| V | VISA, INC | $90.94万 | 0.08% | 3,009 | -3 | -0.1% | -$907 | 减仓 |
| TLTE | FLEXSHARES MSTAR EM FACTOR TILT ETF | $91.63万 | 0.08% | 13,634 | -395 | -2.8% | -$2.65万 | 减仓 |
| MGRC | MCGRATH RENTCORP | $92.66万 | 0.08% | 8,402 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $93.17万 | 0.08% | 2,998 | 2 | 0.1% | $622 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC | $93.32万 | 0.08% | 4,807 | 61 | 1.3% | $1.18万 | 加仓 |
| ACWI | ISHARES ALL-COUNTRY WORLD INTERNATIONAL | $94.12万 | 0.08% | 6,802 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US LARGE-CAP GROWTH | $94.26万 | 0.08% | 32,357 | 2,430 | 8.1% | $7.08万 | 加仓 |
| IWF | ISHARES TR RUSSELL 1000GROWTH INDEX FD | $95.73万 | 0.09% | 2,245 | -1 | -0.0% | -$426 | 减仓 |
| MFC | MANULIFE FINL CORP ISIN#CA56501R1064 SEDOL | $96.74万 | 0.09% | 28,090 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTL STOCK ETF | $97.36万 | 0.09% | 12,626 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $98.92万 | 0.09% | 12,272 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $100.03万 | 0.09% | 4,917 | -3,830 | -43.8% | -$77.91万 | 减仓 |
| KMI | KINDER MORGAN INC | $101.47万 | 0.09% | 30,263 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $104.53万 | 0.09% | 2,393 | 93 | 4.0% | $4.06万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEXFD INC FTSE ALL- | $106.54万 | 0.09% | 14,186 | 0 | 0.0% | — | 不变 |
| JMSI | JPMORGAN SUSTAINABLE MUNI INCOME ETF | $108.08万 | 0.10% | 21,725 | 1,199 | 5.8% | $5.97万 | 加仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX FD | $111.28万 | 0.10% | 3,121 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACH | $111.56万 | 0.10% | 4,603 | 354 | 8.3% | $8.58万 | 加仓 |
| ABBV | ABBVIE INC | $111.61万 | 0.10% | 5,132 | 576 | 12.6% | $12.53万 | 加仓 |
| WEC | WEC ENERGY GROUP | $112.31万 | 0.10% | 9,701 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID CAP ETF | $114.84万 | 0.10% | 3,999 | 22 | 0.6% | $6,318 | 加仓 |
| SNOW | SNOWFLAKE CL A ORD | $115.02万 | 0.10% | 7,626 | 134 | 1.8% | $2.02万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $117.58万 | 0.10% | 3,440 | -30 | -0.9% | -$1.03万 | 减仓 |
| CVX | CHEVRON CORP NEW | $118.84万 | 0.11% | 5,744 | 75 | 1.3% | $1.55万 | 加仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE INDEX ETF | $122.80万 | 0.11% | 12,070 | 0 | 0.0% | — | 不变 |
| PM | PHILLIP MORRIS INTL INC | $126.55万 | 0.11% | 7,654 | 15 | 0.2% | $2,480 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $127.88万 | 0.11% | 1,283 | 3 | 0.2% | $2,990 | 加仓 |
| INTC | INTEL CORP | $128.03万 | 0.11% | 29,012 | 141 | 0.5% | $6,222 | 加仓 |
| KLAC | KLA-TENCOR CORP FRMLY KLA INSTRUMENT CORP | $133.98万 | 0.12% | 910 | -22 | -2.4% | -$3.24万 | 减仓 |
| WELL | WELLTOWER INC | $137.31万 | 0.12% | 6,945 | 6 | 0.1% | $1,186 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $138.21万 | 0.12% | 29,571 | -339 | -1.1% | -$1.58万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc A | $143.63万 | 0.13% | 2 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $144.30万 | 0.13% | 29,601 | 223 | 0.8% | $1.09万 | 加仓 |
| QQQ | POWERSHARES QQQ TRUST SERIES 1 | $145.29万 | 0.13% | 2,517 | 69 | 2.8% | $3.98万 | 加仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $147.11万 | 0.13% | 58,610 | 1,653 | 2.9% | $4.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $151.59万 | 0.14% | 5,602 | 354 | 6.7% | $9.58万 | 加仓 |
| ESGE | ISHARES ESG MSCI EM ETF | $154.14万 | 0.14% | 33,899 | -103 | -0.3% | -$4,683 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR ETF | $156.88万 | 0.14% | 11,804 | -1,010 | -7.9% | -$13.42万 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES ORD | $160.81万 | 0.14% | 8,336 | -125 | -1.5% | -$2.41万 | 减仓 |
| MRK | MERCK AND CO INC NEW | $160.87万 | 0.14% | 13,373 | -11 | -0.1% | -$1,323 | 减仓 |
| CSCO | CISCO SYS INC | $176.73万 | 0.16% | 22,777 | -3 | -0.0% | -$233 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000INDEX FD | $188.17万 | 0.17% | 7,588 | 77 | 1.0% | $1.91万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $194.92万 | 0.17% | 13,495 | 175 | 1.3% | $2.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $195.08万 | 0.17% | 7,981 | 137 | 1.7% | $3.35万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 INDEX FD | $201.28万 | 0.18% | 5,430 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $201.68万 | 0.18% | 6,132 | -121 | -1.9% | -$3.98万 | 减仓 |
| SGOV | ISHARES 0 TO 3 MNTH TREASURY BND ETF | $206.30万 | 0.18% | 20,495 | -1,475 | -6.7% | -$14.85万 | 减仓 |
| TSLA | TESLA MOTORS INC | $215.06万 | 0.19% | 5,785 | -8 | -0.1% | -$2,974 | 减仓 |
| WMT | WAL-MART STORES INC | $239.35万 | 0.21% | 19,259 | 487 | 2.6% | $6.05万 | 加仓 |
| IGF | ISHARES S&P GLOBAL INFRASTRUCTURE INDEX | $256.28万 | 0.23% | 38,251 | -353 | -0.9% | -$2.37万 | 减仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALL CAP DIV ETF | $263.12万 | 0.23% | 32,285 | -2,348 | -6.8% | -$19.14万 | 减仓 |
| LLY | ELI LILLY AND CO | $265.11万 | 0.24% | 2,882 | 81 | 2.9% | $7.45万 | 加仓 |