Wealth Architects, LLC
MOUNTAIN VIEW CA · SEC CIK 0001611518
$12.66亿2026Q2 申报市值
248持仓数
46.9%前十大占比 · 第一大 6.8%
14 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DIHP 加仓+$1,095.53万
MMM 加仓+$415.67万
TDTF 加仓+$316.84万
VOO 加仓+$162.86万
VIG 加仓+$134.23万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$3,684.18万
VEA 减仓-$1,162.72万
DFUV 减仓-$116.06万
DFIV 减仓-$101.52万
AVGO 减仓-$97.88万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | Schwab US Dividend Equity ETF | $43.07万 | 0.03% | 13,582 | 146 | 1.1% | $4,630 | 加仓 |
| HTGC | HERCULESTECH GROWTH CAP INC COM | $43.30万 | 0.03% | 27,460 | 16,724 | 155.8% | $26.37万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEMSINC | $43.69万 | 0.03% | 1,164 | 16 | 1.4% | $6,005 | 加仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $44.48万 | 0.04% | 3,971 | -177 | -4.3% | -$1.98万 | 减仓 |
| SNDK | SANDISK CORP | $44.57万 | 0.04% | 196 | 196 | — | $44.57万 | 新建仓 |
| COR | CENCORA INC | $44.60万 | 0.04% | 1,576 | 8 | 0.5% | $2,264 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $46.12万 | 0.04% | 1,573 | 5 | 0.3% | $1,466 | 加仓 |
| ORCL | ORACLE CORPORATION | $46.27万 | 0.04% | 3,157 | -80 | -2.5% | -$1.17万 | 减仓 |
| MDY | S & P MID CAP 400 DEPRCPTS MID CAP SPDRS | $46.84万 | 0.04% | 666 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST ETF | $47.25万 | 0.04% | 6,257 | 832 | 15.3% | $6.28万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $47.46万 | 0.04% | 8,419 | -102 | -1.2% | -$5,750 | 减仓 |
| EFA | ISHARES TR MSCIEAFE INDEX FD | $47.48万 | 0.04% | 4,570 | -241 | -5.0% | -$2.50万 | 减仓 |
| IWO | ISHARES TR RUSSELL 2000GROWTH INDEX FD | $48.32万 | 0.04% | 1,226 | 500 | 68.9% | $19.70万 | 加仓 |
| TLTD | FLEXSHARES MSTAR DEVMKTS FACTOR TILT ETF | $49.70万 | 0.04% | 5,067 | -145 | -2.8% | -$1.42万 | 减仓 |
| KO | COCA COLA CO | $50.10万 | 0.04% | 6,165 | 74 | 1.2% | $6,014 | 加仓 |
| ABT | ABBOTT LABORATORIES | $50.28万 | 0.04% | 5,540 | -418 | -7.0% | -$3.79万 | 减仓 |
| AMGN | AMGEN INC | $50.30万 | 0.04% | 1,389 | -55 | -3.8% | -$1.99万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $50.54万 | 0.04% | 4,000 | 57 | 1.4% | $7,201 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $51.53万 | 0.04% | 12,169 | -326 | -2.6% | -$1.38万 | 减仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $52.14万 | 0.04% | 9,726 | -185 | -1.9% | -$9,918 | 减仓 |
| AWK | AMERICAN WATER WORKS COMPANY INC | $52.82万 | 0.04% | 4,014 | 216 | 5.7% | $2.84万 | 加仓 |
| NUDM | NUSHARES ESG INTL DEV MKTS EQ ETF | $53.01万 | 0.04% | 13,246 | -38 | -0.3% | -$1,521 | 减仓 |
| BCS | BARCLAYS PLC ADR | $53.47万 | 0.04% | 19,906 | -788 | -3.8% | -$2.12万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC. | $54.16万 | 0.04% | 2,368 | 11 | 0.5% | $2,516 | 加仓 |
| STX | SEAGATE TECHNOLOGY | $54.62万 | 0.04% | 566 | -44 | -7.2% | -$4.25万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $54.68万 | 0.04% | 1,090 | -26 | -2.3% | -$1.30万 | 减仓 |
| GEV | GE VERNOVA INC | $55.14万 | 0.04% | 469 | 10 | 2.2% | $1.18万 | 加仓 |
| ETN | EATON CORP | $56.46万 | 0.04% | 1,325 | -72 | -5.2% | -$3.07万 | 减仓 |
| ED | CONSOLIDATED EDISON HLDG CO INC | $63.09万 | 0.05% | 5,702 | 15 | 0.3% | $1,660 | 加仓 |
| WFC | WELLS FARGO & CO NEW | $65.52万 | 0.05% | 7,928 | -235 | -2.9% | -$1.94万 | 减仓 |
| GE | GENERAL ELECTRIC CO | $65.56万 | 0.05% | 1,754 | -5 | -0.3% | -$1,869 | 减仓 |
| MA | MASTERCARD INC CL A | $67.43万 | 0.05% | 1,312 | 30 | 2.3% | $1.54万 | 加仓 |
| RSP | GUGGENHEIM S&P 500 EQUAL WEIGHT INDEX FUND | $68.75万 | 0.05% | 3,231 | 33 | 1.0% | $7,022 | 加仓 |
| AXP | AMERICANEXPRESS CO | $70.15万 | 0.06% | 2,074 | -18 | -0.9% | -$6,089 | 减仓 |
| ADP | AUTOMATICDATA PROCESSING INC | $71.64万 | 0.06% | 3,198 | 107 | 3.5% | $2.40万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $74.73万 | 0.06% | 12,519 | -315 | -2.5% | -$1.88万 | 减仓 |
| MO | ALTRIA GROUP INC | $75.07万 | 0.06% | 10,433 | -20 | -0.2% | -$1,439 | 减仓 |
| NFLX | NETFLIX INC | $75.27万 | 0.06% | 10,542 | 6,070 | 135.7% | $43.34万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS | $80.39万 | 0.06% | 9,703 | -7 | -0.1% | -$580 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET IDX | $80.87万 | 0.06% | 3,284 | -1 | -0.0% | -$246 | 减仓 |
| MCD | MCDONALDS CORP | $81.50万 | 0.06% | 3,015 | 17 | 0.6% | $4,595 | 加仓 |
| DFAI | DFA INT'L CORE EQUITY ETF | $83.67万 | 0.07% | 20,282 | 1,438 | 7.6% | $5.93万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY GROUPLTD ISIN#BMG5876H1 | $85.46万 | 0.07% | 2,869 | -102 | -3.4% | -$3.04万 | 减仓 |
| GLW | CORNING INC | $90.04万 | 0.07% | 3,525 | -267 | -7.0% | -$6.82万 | 减仓 |
| BLK | BLACKROCK, INC | $91.16万 | 0.07% | 948 | 3 | 0.3% | $2,885 | 加仓 |
| BIL | SPDR BARCLAYS CAPITAL 1-3 MONTH T-BILL | $91.67万 | 0.07% | 10,003 | 87 | 0.9% | $7,973 | 加仓 |
| CVX | CHEVRON CORP NEW | $94.07万 | 0.07% | 5,674 | -70 | -1.2% | -$1.16万 | 减仓 |
| KMI | KINDER MORGAN INC | $96.96万 | 0.08% | 30,328 | 65 | 0.2% | $2,078 | 加仓 |
| TLTE | FLEXSHARES MSTAR EM FACTOR TILT ETF | $98.48万 | 0.08% | 12,724 | -910 | -6.7% | -$7.04万 | 减仓 |
| SNOW | SNOWFLAKE CL A ORD | $98.49万 | 0.08% | 3,870 | -3,756 | -49.3% | -$95.59万 | 减仓 |
| V | VISA, INC | $99.33万 | 0.08% | 2,895 | -114 | -3.8% | -$3.91万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC | $99.84万 | 0.08% | 12,249 | 2 | 0.0% | $163 | 加仓 |
| MGRC | MCGRATH RENTCORP | $101.74万 | 0.08% | 8,406 | 4 | 0.0% | $484 | 加仓 |
| ACWI | ISHARES ALL-COUNTRY WORLD INTERNATIONAL | $103.09万 | 0.08% | 6,567 | -235 | -3.5% | -$3.69万 | 减仓 |
| VXUS | VANGUARD TOTAL INTL STOCK ETF | $109.57万 | 0.09% | 12,816 | 190 | 1.5% | $1.62万 | 加仓 |
| IWF | ISHARES TR RUSSELL 1000GROWTH INDEX FD | $111.50万 | 0.09% | 8,980 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $111.93万 | 0.09% | 12,272 | 0 | 0.0% | — | 不变 |
| JMSI | JPMORGAN SUSTAINABLE MUNI INCOME ETF | $111.99万 | 0.09% | 22,203 | 478 | 2.2% | $2.41万 | 加仓 |
| WEC | WEC ENERGY GROUP | $113.65万 | 0.09% | 9,733 | 32 | 0.3% | $3,737 | 加仓 |
| MFC | MANULIFE FINL CORP ISIN#CA56501R1064 SEDOL | $113.79万 | 0.09% | 28,090 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $114.81万 | 0.09% | 2,404 | -18 | -0.7% | -$8,597 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEXFD INC FTSE ALL- | $118.29万 | 0.09% | 14,124 | -62 | -0.4% | -$5,193 | 减仓 |
| ELV | ANTHEM INC | $118.96万 | 0.09% | 3,076 | 17 | 0.6% | $6,574 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $119.68万 | 0.09% | 1,279 | -4 | -0.3% | -$3,743 | 减仓 |
| ABBV | ABBVIE INC | $121.60万 | 0.10% | 4,832 | -300 | -5.8% | -$7.55万 | 减仓 |
| SCHG | SCHWAB US LARGE-CAP GROWTH | $123.03万 | 0.10% | 36,357 | 4,000 | 12.4% | $13.54万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $124.04万 | 0.10% | 14,400 | 42 | 0.3% | $3,618 | 加仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX FD | $127.81万 | 0.10% | 3,121 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID CAP ETF | $128.17万 | 0.10% | 15,908 | -88 | -0.6% | -$7,090 | 减仓 |
| BNDX | VANGUARD TOTAL INTL BOND INDEX ETF | $130.30万 | 0.10% | 26,905 | 12,509 | 86.9% | $60.58万 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $131.68万 | 0.10% | 16,257 | -1,206 | -6.9% | -$9.77万 | 减仓 |
| IBM | INTL BUSINESS MACH | $131.78万 | 0.10% | 4,686 | 83 | 1.8% | $2.33万 | 加仓 |
| PM | PHILLIP MORRIS INTL INC | $137.12万 | 0.11% | 7,579 | -75 | -1.0% | -$1.36万 | 减仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE INDEX ETF | $141.62万 | 0.11% | 12,070 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $142.30万 | 0.11% | 29,571 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC | $143.37万 | 0.11% | 4,810 | 3 | 0.1% | $894 | 加仓 |
| SGOV | ISHARES 0 TO 3 MNTH TREASURY BND ETF | $146.73万 | 0.12% | 14,575 | -5,920 | -28.9% | -$59.60万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc A | $149.77万 | 0.12% | 2 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $158.15万 | 0.12% | 6,968 | 23 | 0.3% | $5,220 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES ORD | $159.99万 | 0.13% | 8,432 | 96 | 1.2% | $1.82万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $167.83万 | 0.13% | 29,454 | -147 | -0.5% | -$8,376 | 减仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $170.18万 | 0.13% | 58,763 | 153 | 0.3% | $4,431 | 加仓 |
| MRK | MERCK AND CO INC NEW | $175.16万 | 0.14% | 13,630 | 257 | 1.9% | $3.30万 | 加仓 |
| ESGE | ISHARES ESG MSCI EM ETF | $183.78万 | 0.15% | 33,604 | -295 | -0.9% | -$1.61万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000INDEX FD | $198.24万 | 0.16% | 6,598 | -990 | -13.0% | -$29.74万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $203.52万 | 0.16% | 13,878 | 383 | 2.8% | $5.62万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $205.41万 | 0.16% | 3,536 | -1,381 | -28.1% | -$80.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $208.53万 | 0.16% | 8,211 | 230 | 2.9% | $5.84万 | 加仓 |
| HD | HOME DEPOT INC | $209.88万 | 0.17% | 5,951 | -181 | -3.0% | -$6.38万 | 减仓 |
| QQQ | POWERSHARES QQQ TRUST SERIES 1 | $213.71万 | 0.17% | 2,902 | 385 | 15.3% | $28.35万 | 加仓 |
| WMT | WAL-MART STORES INC | $216.54万 | 0.17% | 19,119 | -140 | -0.7% | -$1.59万 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR ETF | $224.89万 | 0.18% | 11,804 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $226.64万 | 0.18% | 19,294 | -3,483 | -15.3% | -$40.91万 | 减仓 |
| TSLA | TESLA MOTORS INC | $227.50万 | 0.18% | 5,409 | -376 | -6.5% | -$15.81万 | 减仓 |
| — | EXXON MOBIL CORP | $229.80万 | 0.18% | 16,807 | 157 | 0.9% | $2.15万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 INDEX FD | $231.54万 | 0.18% | 5,430 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $231.77万 | 0.18% | 5,576 | -26 | -0.5% | -$1.08万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $237.72万 | 0.19% | 3,288 | -152 | -4.4% | -$10.99万 | 减仓 |
| IGF | ISHARES S&P GLOBAL INFRASTRUCTURE INDEX | $249.30万 | 0.20% | 37,432 | -819 | -2.1% | -$5.45万 | 减仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALL CAP DIV ETF | $268.40万 | 0.21% | 32,033 | -252 | -0.8% | -$2.11万 | 减仓 |