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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $7,557.41万 | 6.74% | 115,697 | 463 | 0.4% | $30.24万 | 加仓 |
| TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | $7,511.21万 | 6.70% | 3,115,394 | 124,282 | 4.2% | $299.64万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $6,290.17万 | 5.61% | 506,007 | 9,435 | 1.9% | $117.29万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $5,624.44万 | 5.01% | 263,242 | -30 | -0.0% | -$6,410 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5,403.46万 | 4.82% | 251,254 | 6,005 | 2.4% | $129.14万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $5,354.80万 | 4.77% | 835,644 | -89,981 | -9.7% | -$576.60万 | 减仓 |
| GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | $4,961.92万 | 4.42% | 652,712 | 8,196 | 1.3% | $62.31万 | 加仓 |
| AAPL | APPLE INC | $3,911.26万 | 3.49% | 154,114 | -10,013 | -6.1% | -$254.12万 | 减仓 |
| DFIV | DFA INTERNATIONAL VALUE ETF | $3,831.44万 | 3.42% | 725,927 | -7,634 | -1.0% | -$40.29万 | 减仓 |
| DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | $3,393.63万 | 3.02% | 700,295 | -10,548 | -1.5% | -$51.12万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $2,870.87万 | 2.56% | 146,324 | -3,359 | -2.2% | -$65.90万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $2,861.65万 | 2.55% | 131,722 | -1,214 | -0.9% | -$26.37万 | 减仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $2,488.14万 | 2.22% | 696,762 | 35,363 | 5.3% | $126.28万 | 加仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $2,470.19万 | 2.20% | 223,607 | 505 | 0.2% | $5.58万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX | $2,342.92万 | 2.09% | 169,384 | 3,068 | 1.8% | $42.44万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE | $2,046.91万 | 1.82% | 226,103 | -5,741 | -2.5% | -$51.97万 | 减仓 |
| AVDV | AVANTIS INTERNATNL SML CP VL ETF | $1,980.75万 | 1.77% | 198,353 | -1,217 | -0.6% | -$12.15万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $1,924.89万 | 1.72% | 64,410 | -2,355 | -3.5% | -$70.38万 | 减仓 |
| SPY | SPDR S&P 500 ETF TRUST | $1,774.55万 | 1.58% | 27,287 | 424 | 1.6% | $27.57万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,587.07万 | 1.41% | 60,594 | -1,462 | -2.4% | -$38.29万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP INDEX | $1,372.77万 | 1.22% | 175,076 | -4,889 | -2.7% | -$38.33万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $1,331.33万 | 1.19% | 283,141 | 3,234 | 1.2% | $15.21万 | 加仓 |
| IJS | ISHARES S&P SMALLCAP600 VALUE INDEX | $1,304.17万 | 1.16% | 110,103 | -233 | -0.2% | -$2.76万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $1,253.18万 | 1.12% | 131,058 | 1,772 | 1.4% | $16.94万 | 加仓 |
| DFSU | DFA US SUSTAINABILITY CORE 1 ETF | $1,097.45万 | 0.98% | 267,085 | -2,326 | -0.9% | -$9.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INCDEL CL B | $1,018.30万 | 0.91% | 21,250 | -3,250 | -13.3% | -$155.74万 | 减仓 |
| ESGU | ISHARES ESG MSCI USA ETF | $987.61万 | 0.88% | 69,836 | 3,990 | 6.1% | $56.43万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $876.23万 | 0.78% | 15,315 | 35 | 0.2% | $2.00万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $827.05万 | 0.74% | 334,163 | -926 | -0.3% | -$2.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $763.42万 | 0.68% | 20,623 | 45 | 0.2% | $1.67万 | 加仓 |
| DFGR | DIMENSIONL GLOBAL REAL ESTATE ETF | $716.11万 | 0.64% | 269,415 | 10,612 | 4.1% | $28.21万 | 加仓 |
| DFSE | DIMENSNL EMG MRKT SUS CORE 1 ETF | $661.61万 | 0.59% | 156,151 | -1,624 | -1.0% | -$6.88万 | 减仓 |
| DFSI | DFA INTL SUSTAINABILITY CORE 1 ETF | $644.26万 | 0.57% | 151,947 | -3,287 | -2.1% | -$13.94万 | 减仓 |
| — | DFA US CORE EQUITY 2 ETF | $638.25万 | 0.57% | 164,243 | 10,395 | 6.8% | $40.39万 | 加仓 |
| AVGO | BROADCOM INC | $611.69万 | 0.55% | 19,763 | 334 | 1.7% | $10.34万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT ETF | $599.50万 | 0.53% | 18,687 | 16 | 0.1% | $5,133 | 加仓 |
| EAGG | ISHARES ESG US AGGREGATE BOND ETF | $553.36万 | 0.49% | 116,374 | 12,936 | 12.5% | $61.51万 | 加仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PBLY ETF | $545.73万 | 0.49% | 169,375 | 169,375 | — | $545.73万 | 新建仓 |
| GOOG | ALPHABET INC CLASS C | $542.47万 | 0.48% | 18,910 | 862 | 4.8% | $24.73万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT-TERM BOND ETF | $540.90万 | 0.48% | 106,856 | 9,479 | 9.7% | $47.98万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE INDEX | $531.95万 | 0.47% | 71,547 | -7,860 | -9.9% | -$58.44万 | 减仓 |
| NVDA | NVIDIA CORP | $477.32万 | 0.43% | 27,369 | -2,954 | -9.7% | -$51.52万 | 减仓 |
| DFAX | DFA WORLD EX US CORE ETF | $455.53万 | 0.41% | 134,097 | -2,907 | -2.1% | -$9.88万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $417.00万 | 0.37% | 53,182 | -285 | -0.5% | -$2.23万 | 减仓 |
| SCHA | SCHWAB US SMALL CAP ETF | $414.83万 | 0.37% | 142,650 | -670 | -0.5% | -$1.95万 | 减仓 |
| CAT | CATERPILLARINC | $410.04万 | 0.37% | 5,788 | -93 | -1.6% | -$6.59万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $403.83万 | 0.36% | 54,839 | -1,256 | -2.2% | -$9.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $380.25万 | 0.34% | 12,927 | -181 | -1.4% | -$5.32万 | 减仓 |
| RKLB | ROCKET LAB USA INC | $377.05万 | 0.34% | 58,713 | -1,525 | -2.5% | -$9.79万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND | $367.41万 | 0.33% | 34,499 | 748 | 2.2% | $7.97万 | 加仓 |
| AMZN | AMAZON.COM INC | $367.04万 | 0.33% | 17,624 | 175 | 1.0% | $3.64万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC ORDINARY SHARES - CLASS | $356.81万 | 0.32% | 24,392 | 73 | 0.3% | $1.07万 | 加仓 |
| TOLZ | PROSHARES DJ BROOKFIELD GLOBAL INFRA | $338.01万 | 0.30% | 56,353 | -2,633 | -4.5% | -$15.79万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $333.03万 | 0.30% | 5,573 | 214 | 4.0% | $12.79万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $296.44万 | 0.26% | 10,309 | -38 | -0.4% | -$1.09万 | 减仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRAS ETF | $286.93万 | 0.26% | 44,868 | -6,584 | -12.8% | -$42.10万 | 减仓 |
| — | EXXON MOBIL CORP | $282.48万 | 0.25% | 16,650 | -57 | -0.3% | -$9,671 | 减仓 |
| IWN | ISHARES TR RUSSELL2000 VALUE INDEXFD | $282.31万 | 0.25% | 14,890 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $265.11万 | 0.24% | 2,882 | 81 | 2.9% | $7.45万 | 加仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALL CAP DIV ETF | $263.12万 | 0.23% | 32,285 | -2,348 | -6.8% | -$19.14万 | 减仓 |
| IGF | ISHARES S&P GLOBAL INFRASTRUCTURE INDEX | $256.28万 | 0.23% | 38,251 | -353 | -0.9% | -$2.37万 | 减仓 |
| WMT | WAL-MART STORES INC | $239.35万 | 0.21% | 19,259 | 487 | 2.6% | $6.05万 | 加仓 |
| TSLA | TESLA MOTORS INC | $215.06万 | 0.19% | 5,785 | -8 | -0.1% | -$2,974 | 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 |
| HD | HOME DEPOT INC | $201.68万 | 0.18% | 6,132 | -121 | -1.9% | -$3.98万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 INDEX FD | $201.28万 | 0.18% | 5,430 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $195.08万 | 0.17% | 7,981 | 137 | 1.7% | $3.35万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $194.92万 | 0.17% | 13,495 | 175 | 1.3% | $2.53万 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000INDEX FD | $188.17万 | 0.17% | 7,588 | 77 | 1.0% | $1.91万 | 加仓 |
| CSCO | CISCO SYS INC | $176.73万 | 0.16% | 22,777 | -3 | -0.0% | -$233 | 减仓 |
| MRK | MERCK AND CO INC NEW | $160.87万 | 0.14% | 13,373 | -11 | -0.1% | -$1,323 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES ORD | $160.81万 | 0.14% | 8,336 | -125 | -1.5% | -$2.41万 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR ETF | $156.88万 | 0.14% | 11,804 | -1,010 | -7.9% | -$13.42万 | 减仓 |
| ESGE | ISHARES ESG MSCI EM ETF | $154.14万 | 0.14% | 33,899 | -103 | -0.3% | -$4,683 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $151.59万 | 0.14% | 5,602 | 354 | 6.7% | $9.58万 | 加仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $147.11万 | 0.13% | 58,610 | 1,653 | 2.9% | $4.15万 | 加仓 |
| QQQ | POWERSHARES QQQ TRUST SERIES 1 | $145.29万 | 0.13% | 2,517 | 69 | 2.8% | $3.98万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $144.30万 | 0.13% | 29,601 | 223 | 0.8% | $1.09万 | 加仓 |
| BRK/A | Berkshire Hathaway Inc A | $143.63万 | 0.13% | 2 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $138.21万 | 0.12% | 29,571 | -339 | -1.1% | -$1.58万 | 减仓 |
| WELL | WELLTOWER INC | $137.31万 | 0.12% | 6,945 | 6 | 0.1% | $1,186 | 加仓 |
| KLAC | KLA-TENCOR CORP FRMLY KLA INSTRUMENT CORP | $133.98万 | 0.12% | 910 | -22 | -2.4% | -$3.24万 | 减仓 |
| INTC | INTEL CORP | $128.03万 | 0.11% | 29,012 | 141 | 0.5% | $6,222 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $127.88万 | 0.11% | 1,283 | 3 | 0.2% | $2,990 | 加仓 |
| PM | PHILLIP MORRIS INTL INC | $126.55万 | 0.11% | 7,654 | 15 | 0.2% | $2,480 | 加仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE INDEX ETF | $122.80万 | 0.11% | 12,070 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $118.84万 | 0.11% | 5,744 | 75 | 1.3% | $1.55万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $117.58万 | 0.10% | 3,440 | -30 | -0.9% | -$1.03万 | 减仓 |
| SNOW | SNOWFLAKE CL A ORD | $115.02万 | 0.10% | 7,626 | 134 | 1.8% | $2.02万 | 加仓 |
| VO | VANGUARD MID CAP ETF | $114.84万 | 0.10% | 3,999 | 22 | 0.6% | $6,318 | 加仓 |
| WEC | WEC ENERGY GROUP | $112.31万 | 0.10% | 9,701 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $111.61万 | 0.10% | 5,132 | 576 | 12.6% | $12.53万 | 加仓 |
| IBM | INTL BUSINESS MACH | $111.56万 | 0.10% | 4,603 | 354 | 8.3% | $8.58万 | 加仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX FD | $111.28万 | 0.10% | 3,121 | 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 |
| VEU | VANGUARD INTL EQUITY INDEXFD INC FTSE ALL- | $106.54万 | 0.09% | 14,186 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $104.53万 | 0.09% | 2,393 | 93 | 4.0% | $4.06万 | 加仓 |
| KMI | KINDER MORGAN INC | $101.47万 | 0.09% | 30,263 | 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 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $98.92万 | 0.09% | 12,272 | 0 | 0.0% | — | 不变 |