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 |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHARES WORLD EX US ETF | $29.41万 | 0.02% | 5,836 | -258 | -4.2% | -$1.30万 | 减仓 |
| APH | AMPHENOL CORP CLA | $29.15万 | 0.02% | 1,653 | -217 | -11.6% | -$3.83万 | 减仓 |
| PGR | PROGRESSIVECORP OHIO | $29.05万 | 0.02% | 1,329 | 81 | 6.5% | $1.77万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.03万 | 0.02% | 287 | -13 | -4.3% | -$1.31万 | 减仓 |
| MS | MORGAN STANLEY | $28.99万 | 0.02% | 1,387 | -101 | -6.8% | -$2.11万 | 减仓 |
| DIS | DISNEY WALT CO DEL (HOLDINGCOMPANY) | $28.96万 | 0.02% | 3,008 | -182 | -5.7% | -$1.75万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $28.38万 | 0.02% | 6,292 | 6,292 | — | $28.38万 | 新建仓 |
| CVS | CVS CAREMARK CORP | $28.38万 | 0.02% | 2,743 | -189 | -6.4% | -$1.96万 | 减仓 |
| PEP | PEPSICO INC | $27.72万 | 0.02% | 2,047 | 85 | 4.3% | $1.15万 | 加仓 |
| QCOM | QUALCOMM INC | $27.42万 | 0.02% | 1,484 | -560 | -27.4% | -$10.35万 | 重新持有 |
| TECK | TECK RESOURCES LIMITED | $27.40万 | 0.02% | 4,608 | 62 | 1.4% | $3,687 | 加仓 |
| STLD | STEEL DYNAMICS, INC. | $27.21万 | 0.02% | 1,186 | -18 | -1.5% | -$4,130 | 减仓 |
| ETR | ENTERGY CORP | $27.19万 | 0.02% | 2,367 | 12 | 0.5% | $1,378 | 加仓 |
| ANET | ARISTA NETWORKS INC | $26.42万 | 0.02% | 1,555 | 1,555 | — | $26.42万 | 新建仓 |
| GLD | SPDR GOLD TR GOLD SHS | $25.97万 | 0.02% | 705 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR S&P MIDCAP400 INDEX FD | $25.76万 | 0.02% | 3,340 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC. | $25.66万 | 0.02% | 630 | -17 | -2.6% | -$6,923 | 减仓 |
| AEP | AMERICAN ELEC PWR CO | $25.57万 | 0.02% | 1,869 | 4 | 0.2% | $547 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $25.44万 | 0.02% | 2,812 | 8 | 0.3% | $724 | 加仓 |
| NET | CLOUDFARE INC | $25.07万 | 0.02% | 1,022 | 45 | 4.6% | $1.10万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | $25.03万 | 0.02% | 8,047 | 8,047 | — | $25.03万 | 新建仓 |
| ELPC | COMPANHIA PARANAENSE DE ADS | $24.70万 | 0.02% | 21,201 | -5,327 | -20.1% | -$6.21万 | 减仓 |
| DAL | DELTA AIR LINES INC | $24.65万 | 0.02% | 2,632 | 2,632 | — | $24.65万 | 新建仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $24.55万 | 0.02% | 1,973 | 87 | 4.6% | $1.08万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $24.55万 | 0.02% | 1,715 | -29 | -1.7% | -$4,151 | 减仓 |
| CTO | CONSOLIDATED TOMOKA LAND CO. | $24.50万 | 0.02% | 11,391 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.20万 | 0.02% | 475 | 54 | 12.8% | $2.75万 | 加仓 |
| UNP | UNIONPACIFIC CORP | $23.88万 | 0.02% | 878 | -8 | -0.9% | -$2,176 | 减仓 |
| DE | DEERE & COMPANY | $23.85万 | 0.02% | 376 | 1 | 0.3% | $634 | 加仓 |
| VLO | VALERO ENERGY CORP | $23.51万 | 0.02% | 902 | 8 | 0.9% | $2,086 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $23.18万 | 0.02% | 3,004 | -825 | -21.5% | -$6.36万 | 重新持有 |
| SPCX | SPACEX EXPLORATION TECHNOLOGIES CORP. CL A | $23.15万 | 0.02% | 1,355 | 1,355 | — | $23.15万 | 新建仓 |
| SO | SOUTHERN CO | $22.71万 | 0.02% | 2,373 | 25 | 1.1% | $2,393 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $21.75万 | 0.02% | 3,760 | 32 | 0.9% | $1,851 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $21.39万 | 0.02% | 1,625 | 0 | 0.0% | — | 重新持有 |
| CMCSA | COMCAST CORP NEW CL A | $20.95万 | 0.02% | 8,533 | -17 | -0.2% | -$417 | 减仓 |
| IJJ | ISHARES S&P MIDCAP 400 VALUE INDEX | $20.52万 | 0.02% | 1,389 | 1,389 | — | $20.52万 | 新建仓 |
| AGG | ISHARES BARCLAYS US AGGREGATE BOND FUND | $20.51万 | 0.02% | 2,072 | 12 | 0.6% | $1,188 | 加仓 |
| GSK | GLAXOSMITHKLINE PLC SPONSORED ADR | $20.44万 | 0.02% | 3,900 | -16 | -0.4% | -$839 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $20.04万 | 0.02% | 999 | -154 | -13.4% | -$3.09万 | 减仓 |
| PNC | PNC FINL SVCS GROUP | $20.02万 | 0.02% | 813 | 813 | — | $20.02万 | 新建仓 |
| FTNT | Fortinet Inc | $20.02万 | 0.02% | 1,303 | 1,303 | — | $20.02万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $19.54万 | 0.02% | 20,615 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MINING CO LTD ADR | $19.32万 | 0.02% | 12,704 | -567 | -4.3% | -$8,624 | 减仓 |
| ACCO | ACCO BRANDS CORP | $12.31万 | 0.01% | 29,588 | 29,588 | — | $12.31万 | 新建仓 |
| FINV | FINVOLUTION GROUP | $9.17万 | 0.01% | 19,146 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES OF CALIFORNIA INC | $8.19万 | 0.01% | 48,725 | 0 | 0.0% | — | 不变 |
| — | SOLO BRANDS INC | $6.44万 | 0.01% | 18,602 | -1 | -0.0% | -$3 | 减仓 |
| 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 |