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 |
|---|---|---|---|---|---|---|---|---|
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -5,096 | -100.0% | -$55.85万 | 清仓 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | -787 | -100.0% | -$34.03万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -9,004 | -100.0% | -$26.10万 | 清仓 |
| PVH | PHILLIPS-VAN HEUSEN CORP | $0 | 0.00% | 0 | -3,293 | -100.0% | -$22.97万 | 清仓 |
| CRM | SALESFORCE.COM, INC | $0 | 0.00% | 0 | -1,227 | -100.0% | -$22.91万 | 清仓 |
| ADBE | ADOBE SYS INC | $0 | 0.00% | 0 | -941 | -100.0% | -$22.87万 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | -3,206 | -100.0% | -$22.50万 | 清仓 |
| RBLX | ROBLOX CORP COM CL A | $0 | 0.00% | 0 | -3,916 | -100.0% | -$22.15万 | 清仓 |
| RBRK | RUBRIK INC | $0 | 0.00% | 0 | -4,364 | -100.0% | -$21.37万 | 清仓 |
| CME | CHICAGO MERCANTILE EXCHANGE HLDGS INC CL A | $0 | 0.00% | 0 | -718 | -100.0% | -$21.21万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -241 | -100.0% | -$20.86万 | 清仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -2,416 | -100.0% | -$20.49万 | 清仓 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -1,072 | -100.0% | -$20.33万 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $0 | 0.00% | 0 | -10,290 | -100.0% | -$12.90万 | 清仓 |
| — | SOLO BRANDS INC | $6.44万 | 0.01% | 18,602 | -1 | -0.0% | -$3 | 减仓 |
| PACB | PACIFIC BIOSCIENCES OF CALIFORNIA INC | $8.19万 | 0.01% | 48,725 | 0 | 0.0% | — | 不变 |
| FINV | FINVOLUTION GROUP | $9.17万 | 0.01% | 19,146 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP | $12.31万 | 0.01% | 29,588 | 29,588 | — | $12.31万 | 新建仓 |
| HMY | HARMONY GOLD MINING CO LTD ADR | $19.32万 | 0.02% | 12,704 | -567 | -4.3% | -$8,624 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $19.54万 | 0.02% | 20,615 | 0 | 0.0% | — | 不变 |
| FTNT | Fortinet Inc | $20.02万 | 0.02% | 1,303 | 1,303 | — | $20.02万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP | $20.02万 | 0.02% | 813 | 813 | — | $20.02万 | 新建仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $20.04万 | 0.02% | 999 | -154 | -13.4% | -$3.09万 | 减仓 |
| GSK | GLAXOSMITHKLINE PLC SPONSORED ADR | $20.44万 | 0.02% | 3,900 | -16 | -0.4% | -$839 | 减仓 |
| AGG | ISHARES BARCLAYS US AGGREGATE BOND FUND | $20.51万 | 0.02% | 2,072 | 12 | 0.6% | $1,188 | 加仓 |
| IJJ | ISHARES S&P MIDCAP 400 VALUE INDEX | $20.52万 | 0.02% | 1,389 | 1,389 | — | $20.52万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $20.95万 | 0.02% | 8,533 | -17 | -0.2% | -$417 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $21.39万 | 0.02% | 1,625 | 0 | 0.0% | — | 重新持有 |
| MDLZ | MONDELEZ INTL INC CL A | $21.75万 | 0.02% | 3,760 | 32 | 0.9% | $1,851 | 加仓 |
| SO | SOUTHERN CO | $22.71万 | 0.02% | 2,373 | 25 | 1.1% | $2,393 | 加仓 |
| SPCX | SPACEX EXPLORATION TECHNOLOGIES CORP. CL A | $23.15万 | 0.02% | 1,355 | 1,355 | — | $23.15万 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $23.18万 | 0.02% | 3,004 | -825 | -21.5% | -$6.36万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $23.51万 | 0.02% | 902 | 8 | 0.9% | $2,086 | 加仓 |
| DE | DEERE & COMPANY | $23.85万 | 0.02% | 376 | 1 | 0.3% | $634 | 加仓 |
| UNP | UNIONPACIFIC CORP | $23.88万 | 0.02% | 878 | -8 | -0.9% | -$2,176 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $24.20万 | 0.02% | 475 | 54 | 12.8% | $2.75万 | 加仓 |
| CTO | CONSOLIDATED TOMOKA LAND CO. | $24.50万 | 0.02% | 11,391 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO | $24.55万 | 0.02% | 1,715 | -29 | -1.7% | -$4,151 | 减仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $24.55万 | 0.02% | 1,973 | 87 | 4.6% | $1.08万 | 加仓 |
| DAL | DELTA AIR LINES INC | $24.65万 | 0.02% | 2,632 | 2,632 | — | $24.65万 | 新建仓 |
| ELPC | COMPANHIA PARANAENSE DE ADS | $24.70万 | 0.02% | 21,201 | -5,327 | -20.1% | -$6.21万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | $25.03万 | 0.02% | 8,047 | 8,047 | — | $25.03万 | 新建仓 |
| NET | CLOUDFARE INC | $25.07万 | 0.02% | 1,022 | 45 | 4.6% | $1.10万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $25.44万 | 0.02% | 2,812 | 8 | 0.3% | $724 | 加仓 |
| AEP | AMERICAN ELEC PWR CO | $25.57万 | 0.02% | 1,869 | 4 | 0.2% | $547 | 加仓 |
| SPGI | S&P GLOBAL INC. | $25.66万 | 0.02% | 630 | -17 | -2.6% | -$6,923 | 减仓 |
| IJH | ISHARES TR S&P MIDCAP400 INDEX FD | $25.76万 | 0.02% | 3,340 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR GOLD SHS | $25.97万 | 0.02% | 705 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $26.42万 | 0.02% | 1,555 | 1,555 | — | $26.42万 | 新建仓 |
| ETR | ENTERGY CORP | $27.19万 | 0.02% | 2,367 | 12 | 0.5% | $1,378 | 加仓 |
| STLD | STEEL DYNAMICS, INC. | $27.21万 | 0.02% | 1,186 | -18 | -1.5% | -$4,130 | 减仓 |
| TECK | TECK RESOURCES LIMITED | $27.40万 | 0.02% | 4,608 | 62 | 1.4% | $3,687 | 加仓 |
| QCOM | QUALCOMM INC | $27.42万 | 0.02% | 1,484 | -560 | -27.4% | -$10.35万 | 重新持有 |
| PEP | PEPSICO INC | $27.72万 | 0.02% | 2,047 | 85 | 4.3% | $1.15万 | 加仓 |
| CVS | CVS CAREMARK CORP | $28.38万 | 0.02% | 2,743 | -189 | -6.4% | -$1.96万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $28.38万 | 0.02% | 6,292 | 6,292 | — | $28.38万 | 新建仓 |
| DIS | DISNEY WALT CO DEL (HOLDINGCOMPANY) | $28.96万 | 0.02% | 3,008 | -182 | -5.7% | -$1.75万 | 减仓 |
| MS | MORGAN STANLEY | $28.99万 | 0.02% | 1,387 | -101 | -6.8% | -$2.11万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.03万 | 0.02% | 287 | -13 | -4.3% | -$1.31万 | 减仓 |
| PGR | PROGRESSIVECORP OHIO | $29.05万 | 0.02% | 1,329 | 81 | 6.5% | $1.77万 | 加仓 |
| APH | AMPHENOL CORP CLA | $29.15万 | 0.02% | 1,653 | -217 | -11.6% | -$3.83万 | 减仓 |
| SPDW | SPDR INDEX SHARES WORLD EX US ETF | $29.41万 | 0.02% | 5,836 | -258 | -4.2% | -$1.30万 | 减仓 |
| GWW | WW GRAINGER INC | $29.52万 | 0.02% | 217 | -7 | -3.1% | -$9,523 | 减仓 |
| XLY | CONSUMER DISCRETIONARY SELECT SECT SPDR | $29.96万 | 0.02% | 2,555 | -1,473 | -36.6% | -$17.28万 | 减仓 |
| TGT | TARGET CORP | $30.15万 | 0.02% | 2,308 | 33 | 1.5% | $4,311 | 加仓 |
| VNQ | VANGUARD REIT INDEX ETF | $30.32万 | 0.02% | 3,144 | 66 | 2.1% | $6,365 | 加仓 |
| FDX | FEDEXCORP | $30.34万 | 0.02% | 969 | -3 | -0.3% | -$939 | 减仓 |
| TJX | TJX COMPANIES INC | $30.36万 | 0.02% | 2,004 | 82 | 4.3% | $1.24万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $30.49万 | 0.02% | 4,980 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC A | $30.63万 | 0.02% | 2,683 | 3 | 0.1% | $343 | 加仓 |
| ARM | ARVIN MERITOR INC | $31.10万 | 0.02% | 877 | 877 | — | $31.10万 | 新建仓 |
| C | CITIGROUP INC | $31.18万 | 0.02% | 2,228 | -5 | -0.2% | -$700 | 减仓 |
| MPC | MARATHON PETROLEUM CORPORATION | $31.73万 | 0.03% | 1,241 | -52 | -4.0% | -$1.33万 | 减仓 |
| AFL | AFLAC INC | $31.77万 | 0.03% | 2,710 | 77 | 2.9% | $9,028 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $31.78万 | 0.03% | 2,989 | -922 | -23.6% | -$9.80万 | 减仓 |
| BE | BLOOM ENERGY | $31.89万 | 0.03% | 1,053 | 1,053 | — | $31.89万 | 新建仓 |
| CMI | CUMMINS INC FORMERLY CUMMINS ENGINE INC TO | $31.95万 | 0.03% | 448 | -17 | -3.7% | -$1.21万 | 减仓 |
| ADI | ANALOG DEVICES INC | $32.04万 | 0.03% | 806 | -1 | -0.1% | -$398 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $32.10万 | 0.03% | 2,686 | -330 | -10.9% | -$3.94万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $32.32万 | 0.03% | 3,682 | -982 | -21.1% | -$8.62万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FINANCE CORP. | $32.50万 | 0.03% | 31,398 | 9,944 | 46.4% | $10.29万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB | $32.58万 | 0.03% | 5,655 | -106 | -1.8% | -$6,108 | 减仓 |
| XLV | HEALTH CARE SELECT SECTOR SPDR | $32.70万 | 0.03% | 2,061 | 400 | 24.1% | $6.35万 | 加仓 |
| OEF | ISHARES S&P 100 | $32.93万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CORP | $32.93万 | 0.03% | 988 | 988 | — | $32.93万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $33.08万 | 0.03% | 1,402 | -48 | -3.3% | -$1.13万 | 减仓 |
| IYR | ISHARES TR DOW JONES US REAL ESTATE INDEXF | $33.49万 | 0.03% | 3,275 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WATER SERVICE GROUP | $34.21万 | 0.03% | 7,032 | 277 | 4.1% | $1.35万 | 加仓 |
| DELL | DELL INC | $34.87万 | 0.03% | 808 | 808 | — | $34.87万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE INDEX FD | $36.28万 | 0.03% | 1,496 | -1 | -0.1% | -$243 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $36.96万 | 0.03% | 2,338 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT | $37.71万 | 0.03% | 1,692 | 29 | 1.7% | $6,464 | 加仓 |
| L | LOEWS CORP | $39.07万 | 0.03% | 3,451 | -94 | -2.7% | -$1.06万 | 减仓 |
| TILT | FLEXSHARES MSTAR US MKT FACTOR TILT ETF | $39.97万 | 0.03% | 1,448 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $40.67万 | 0.03% | 14,946 | -35 | -0.2% | -$952 | 减仓 |
| ABNB | AIRBNB INC | $41.11万 | 0.03% | 2,872 | -35 | -1.2% | -$5,010 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $41.88万 | 0.03% | 1,228 | 89 | 7.8% | $3.04万 | 重新持有 |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | $42.19万 | 0.03% | 2,734 | 0 | 0.0% | — | 不变 |
| QUAD | QUAD/GRAPHICS INC | $42.34万 | 0.03% | 50,227 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC COM | $42.52万 | 0.03% | 1,288 | 49 | 4.0% | $1.62万 | 加仓 |