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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD TOTAL INTL STOCK ETF | $97.36万 | 0.09% | 12,626 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP ISIN#CA56501R1064 SEDOL | $96.74万 | 0.09% | 28,090 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR RUSSELL 1000GROWTH INDEX FD | $95.73万 | 0.09% | 2,245 | -1 | -0.0% | -$426 | 减仓 |
| SCHG | SCHWAB US LARGE-CAP GROWTH | $94.26万 | 0.08% | 32,357 | 2,430 | 8.1% | $7.08万 | 加仓 |
| ACWI | ISHARES ALL-COUNTRY WORLD INTERNATIONAL | $94.12万 | 0.08% | 6,802 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC | $93.32万 | 0.08% | 4,807 | 61 | 1.3% | $1.18万 | 加仓 |
| MCD | MCDONALDS CORP | $93.17万 | 0.08% | 2,998 | 2 | 0.1% | $622 | 加仓 |
| MGRC | MCGRATH RENTCORP | $92.66万 | 0.08% | 8,402 | 0 | 0.0% | — | 不变 |
| TLTE | FLEXSHARES MSTAR EM FACTOR TILT ETF | $91.63万 | 0.08% | 13,634 | -395 | -2.8% | -$2.65万 | 减仓 |
| V | VISA, INC | $90.94万 | 0.08% | 3,009 | -3 | -0.1% | -$907 | 减仓 |
| BLK | BLACKROCK, INC | $90.88万 | 0.08% | 945 | 2 | 0.2% | $1,923 | 加仓 |
| 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 |
| ELV | ANTHEM INC | $89.55万 | 0.08% | 3,059 | -40 | -1.3% | -$1.17万 | 减仓 |
| MU | MICRONTECHNOLOGY | $85.54万 | 0.08% | 2,532 | 114 | 4.7% | $3.85万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $81.85万 | 0.07% | 2,422 | -32 | -1.3% | -$1.08万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC | $76.79万 | 0.07% | 12,247 | -21 | -0.2% | -$1,317 | 减仓 |
| DFAI | DFA INT'L CORE EQUITY ETF | $73.42万 | 0.07% | 18,844 | 34 | 0.2% | $1,325 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $72.78万 | 0.06% | 17,463 | -600 | -3.3% | -$2.50万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $69.37万 | 0.06% | 12,834 | -171 | -1.3% | -$9,243 | 减仓 |
| BNDX | VANGUARD TOTAL INTL BOND INDEX ETF | $69.17万 | 0.06% | 14,396 | 14,396 | — | $69.17万 | 新建仓 |
| MO | ALTRIA GROUP INC | $68.98万 | 0.06% | 10,453 | -4 | -0.0% | -$264 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS | $67.73万 | 0.06% | 9,710 | -19 | -0.2% | -$1,325 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET IDX | $67.60万 | 0.06% | 3,285 | -6 | -0.2% | -$1,235 | 减仓 |
| WFC | WELLS FARGO & CO NEW | $64.99万 | 0.06% | 8,163 | -92 | -1.1% | -$7,324 | 减仓 |
| ED | CONSOLIDATED EDISON HLDG CO INC | $64.36万 | 0.06% | 5,687 | -9 | -0.2% | -$1,019 | 减仓 |
| MA | MASTERCARD INC CL A | $64.08万 | 0.06% | 1,282 | -17 | -1.3% | -$8,497 | 减仓 |
| AXP | AMERICANEXPRESS CO | $63.28万 | 0.06% | 2,092 | -7 | -0.3% | -$2,117 | 减仓 |
| ADP | AUTOMATICDATA PROCESSING INC | $62.80万 | 0.06% | 3,091 | -170 | -5.2% | -$3.45万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $62.73万 | 0.06% | 12,495 | 235 | 1.9% | $1.18万 | 加仓 |
| RSP | GUGGENHEIM S&P 500 EQUAL WEIGHT INDEX FUND | $61.38万 | 0.05% | 3,198 | 36 | 1.1% | $6,909 | 加仓 |
| ABT | ABBOTT LABORATORIES | $61.17万 | 0.05% | 5,958 | -29 | -0.5% | -$2,977 | 减仓 |
| ALAB | ASTERA LABS INC | $55.85万 | 0.05% | 5,096 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $54.95万 | 0.05% | 3,943 | -2,176 | -35.6% | -$30.33万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $54.83万 | 0.05% | 1,116 | -11 | -1.0% | -$5,405 | 减仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $54.26万 | 0.05% | 4,148 | -58 | -1.4% | -$7,588 | 减仓 |
| AWK | AMERICAN WATER WORKS COMPANY INC | $51.69万 | 0.05% | 3,798 | 103 | 2.8% | $1.40万 | 加仓 |
| GLW | CORNING INC | $51.56万 | 0.05% | 3,792 | -70 | -1.8% | -$9,518 | 减仓 |
| AMGN | AMGEN INC | $50.81万 | 0.05% | 1,444 | -63 | -4.2% | -$2.22万 | 减仓 |
| ETN | EATON CORP | $49.97万 | 0.04% | 1,397 | 29 | 2.1% | $1.04万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $49.92万 | 0.04% | 1,759 | 29 | 1.7% | $8,229 | 加仓 |
| COR | CENCORA INC | $49.26万 | 0.04% | 1,568 | -10 | -0.6% | -$3,141 | 减仓 |
| TLTD | FLEXSHARES MSTAR DEVMKTS FACTOR TILT ETF | $48.99万 | 0.04% | 5,212 | -273 | -5.0% | -$2.57万 | 减仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $48.93万 | 0.04% | 9,911 | -5 | -0.1% | -$247 | 减仓 |
| NUDM | NUSHARES ESG INTL DEV MKTS EQ ETF | $47.97万 | 0.04% | 13,284 | -2 | -0.0% | -$72 | 减仓 |
| IAU | ISHARES GOLD TRUST ETF | $47.83万 | 0.04% | 5,425 | 1,462 | 36.9% | $12.89万 | 加仓 |
| ORCL | ORACLE CORPORATION | $47.62万 | 0.04% | 3,237 | -111 | -3.3% | -$1.63万 | 减仓 |
| EFA | ISHARES TR MSCIEAFE INDEX FD | $46.73万 | 0.04% | 4,811 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $46.32万 | 0.04% | 6,091 | 17 | 0.3% | $1,293 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $45.55万 | 0.04% | 1,568 | 30 | 2.0% | $8,715 | 加仓 |
| XLY | CONSUMER DISCRETIONARY SELECT SECT SPDR | $43.90万 | 0.04% | 4,028 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR | $43.79万 | 0.04% | 20,694 | -200 | -1.0% | -$4,232 | 减仓 |
| NEE | NEXTERA ENERGY INC | $43.32万 | 0.04% | 4,664 | -8 | -0.2% | -$743 | 减仓 |
| NFLX | NETFLIX INC | $43.00万 | 0.04% | 4,472 | -1,200 | -21.2% | -$11.54万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $41.22万 | 0.04% | 13,436 | 38 | 0.3% | $1,166 | 加仓 |
| MDY | S & P MID CAP 400 DEPRCPTS MID CAP SPDRS | $41.08万 | 0.04% | 666 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $40.07万 | 0.04% | 459 | -3 | -0.6% | -$2,619 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $39.59万 | 0.04% | 8,521 | 8,521 | — | $39.59万 | 新建仓 |
| WM | WASTE MANAGEMENT | $38.21万 | 0.03% | 1,663 | -3 | -0.2% | -$689 | 减仓 |
| L | LOEWS CORP | $37.84万 | 0.03% | 3,545 | 112 | 3.3% | $1.20万 | 加仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $37.39万 | 0.03% | 1,886 | -618 | -24.7% | -$12.25万 | 减仓 |
| ABNB | AIRBNB INC | $36.71万 | 0.03% | 2,907 | -1 | -0.0% | -$126 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $36.66万 | 0.03% | 3,911 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC COM | $36.14万 | 0.03% | 1,239 | -27 | -2.1% | -$7,875 | 减仓 |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | $36.12万 | 0.03% | 2,734 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES MSTAR US MKT FACTOR TILT ETF | $34.95万 | 0.03% | 1,448 | -84 | -5.5% | -$2.03万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB | $34.94万 | 0.03% | 5,761 | -75 | -1.3% | -$4,549 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $34.62万 | 0.03% | 2,338 | -99 | -4.1% | -$1.47万 | 减仓 |
| FDX | FEDEXCORP | $34.62万 | 0.03% | 972 | 5 | 0.5% | $1,781 | 加仓 |
| INTU | INTUIT INC | $34.03万 | 0.03% | 787 | -118 | -13.0% | -$5.10万 | 减仓 |
| QUAD | QUAD/GRAPHICS INC | $33.20万 | 0.03% | 50,227 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE INDEX FD | $31.98万 | 0.03% | 1,497 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEMSINC | $31.90万 | 0.03% | 1,148 | -4 | -0.3% | -$1,111 | 减仓 |
| SHOP | SHOPIFY INC A | $31.79万 | 0.03% | 2,680 | 13 | 0.5% | $1,542 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ADS | $31.67万 | 0.03% | 26,528 | -535 | -2.0% | -$6,388 | 减仓 |
| MPC | MARATHON PETROLEUM CORPORATION | $31.57万 | 0.03% | 1,293 | -17 | -1.3% | -$4,151 | 减仓 |
| MOH | MOLINA HEALTHCARE INC. | $31.42万 | 0.03% | 2,357 | 156 | 7.1% | $2.08万 | 加仓 |
| IYR | ISHARES TR DOW JONES US REAL ESTATE INDEXF | $30.97万 | 0.03% | 3,275 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO DEL (HOLDINGCOMPANY) | $30.75万 | 0.03% | 3,190 | 204 | 6.8% | $1.97万 | 加仓 |
| TJX | TJX COMPANIES INC | $30.69万 | 0.03% | 1,922 | -40 | -2.0% | -$6,388 | 减仓 |
| CWT | CALIFORNIA WATER SERVICE GROUP | $30.63万 | 0.03% | 6,755 | -306 | -4.3% | -$1.39万 | 减仓 |
| PEP | PEPSICO INC | $30.46万 | 0.03% | 1,962 | 68 | 3.6% | $1.06万 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $30.34万 | 0.03% | 705 | -48 | -6.4% | -$2.07万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY GROUPLTD ISIN#BMG5876H1 | $29.43万 | 0.03% | 2,971 | -196 | -6.2% | -$1.94万 | 减仓 |
| AFL | AFLAC INC | $28.89万 | 0.03% | 2,633 | 479 | 22.2% | $5.26万 | 加仓 |
| OEF | ISHARES S&P 100 | $28.63万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $28.60万 | 0.03% | 1,450 | -25 | -1.7% | -$4,932 | 减仓 |
| SPDW | SPDR INDEX SHARES WORLD EX US ETF | $27.82万 | 0.02% | 6,094 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $27.57万 | 0.02% | 2,275 | -2 | -0.1% | -$242 | 重新持有 |
| SPGI | S&P GLOBAL INC. | $27.52万 | 0.02% | 647 | -20 | -3.0% | -$8,507 | 减仓 |
| VNQ | VANGUARD REIT INDEX ETF | $27.30万 | 0.02% | 3,078 | -32 | -1.0% | -$2,839 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $27.17万 | 0.02% | 4,980 | 0 | 0.0% | — | 不变 |
| OTF | BLUE OWL TECHNOLOGY FINANCE CORP. | $26.58万 | 0.02% | 21,454 | 9,942 | 86.4% | $12.32万 | 加仓 |
| ETR | ENTERGY CORP | $26.46万 | 0.02% | 2,355 | -15 | -0.6% | -$1,685 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $26.33万 | 0.02% | 377 | -5 | -1.3% | -$3,493 | 减仓 |
| T | AT&T INC COM | $26.10万 | 0.02% | 9,004 | 647 | 7.7% | $1.88万 | 加仓 |
| ADI | ANALOG DEVICES INC | $25.68万 | 0.02% | 807 | -15 | -1.8% | -$4,774 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.44万 | 0.02% | 421 | -1 | -0.2% | -$604 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.38万 | 0.02% | 300 | -4 | -1.3% | -$3,384 | 减仓 |
| C | CITIGROUP INC | $25.32万 | 0.02% | 2,233 | 1 | 0.0% | $113 | 加仓 |
| CMI | CUMMINS INC FORMERLY CUMMINS ENGINE INC TO | $25.02万 | 0.02% | 465 | -13 | -2.7% | -$6,994 | 减仓 |