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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $8,648.73万 | 6.83% | 115,487 | -210 | -0.2% | -$15.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $7,722.91万 | 6.10% | 178,222 | -85,020 | -32.3% | -$3,684.18万 | 减仓 |
| TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | $7,722.13万 | 6.10% | 3,248,687 | 133,293 | 4.3% | $316.84万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $7,494.79万 | 5.92% | 505,346 | -661 | -0.1% | -$9.80万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $6,079.42万 | 4.80% | 256,927 | 5,673 | 2.3% | $134.23万 | 加仓 |
| GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | $4,970.25万 | 3.93% | 656,485 | 3,773 | 0.6% | $28.57万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,791.24万 | 3.78% | 672,455 | -163,189 | -19.5% | -$1,162.72万 | 减仓 |
| AAPL | APPLE INC | $4,432.03万 | 3.50% | 153,166 | -948 | -0.6% | -$27.43万 | 减仓 |
| DFIV | DFA INTERNATIONAL VALUE ETF | $3,819.94万 | 3.02% | 707,134 | -18,793 | -2.6% | -$101.52万 | 减仓 |
| DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | $3,736.27万 | 2.95% | 679,197 | -21,098 | -3.0% | -$116.06万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $3,143.07万 | 2.48% | 144,223 | -2,101 | -1.4% | -$45.79万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $3,138.59万 | 2.48% | 129,165 | -2,557 | -1.9% | -$62.13万 | 减仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $2,752.71万 | 2.17% | 220,640 | -2,967 | -1.3% | -$37.02万 | 减仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $2,715.75万 | 2.14% | 686,834 | -9,928 | -1.4% | -$39.26万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX | $2,665.89万 | 2.11% | 169,856 | 472 | 0.3% | $7.41万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $2,166.43万 | 1.71% | 62,994 | -1,416 | -2.2% | -$48.70万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE | $2,153.66万 | 1.70% | 222,992 | -3,111 | -1.4% | -$30.05万 | 减仓 |
| SPY | SPDR S&P 500 ETF TRUST | $2,059.87万 | 1.63% | 27,583 | 296 | 1.1% | $22.10万 | 加仓 |
| AVDV | AVANTIS INTERNATNL SML CP VL ETF | $2,003.87万 | 1.58% | 194,456 | -3,897 | -2.0% | -$40.16万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,786.74万 | 1.41% | 58,944 | -1,650 | -2.7% | -$50.02万 | 减仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PBLY ETF | $1,673.52万 | 1.32% | 490,409 | 321,034 | 189.5% | $1,095.53万 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $1,551.71万 | 1.23% | 277,437 | -5,704 | -2.0% | -$31.90万 | 减仓 |
| IJS | ISHARES S&P SMALLCAP600 VALUE INDEX | $1,487.01万 | 1.17% | 108,795 | -1,308 | -1.2% | -$17.88万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP INDEX | $1,407.36万 | 1.11% | 171,066 | -4,010 | -2.3% | -$32.99万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $1,358.36万 | 1.07% | 132,123 | 1,065 | 0.8% | $10.95万 | 加仓 |
| DFSU | DFA US SUSTAINABILITY CORE 1 ETF | $1,248.19万 | 0.99% | 267,678 | 593 | 0.2% | $2.77万 | 加仓 |
| ESGU | ISHARES ESG MSCI USA ETF | $1,141.89万 | 0.90% | 69,767 | -69 | -0.1% | -$1.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INCDEL CL B | $1,077.54万 | 0.85% | 21,534 | 284 | 1.3% | $14.21万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $919.99万 | 0.73% | 332,125 | -2,038 | -0.6% | -$5.65万 | 减仓 |
| META | META PLATFORMS INC CLASS A | $904.88万 | 0.71% | 16,064 | 749 | 4.9% | $42.19万 | 加仓 |
| DFGR | DIMENSIONL GLOBAL REAL ESTATE ETF | $823.70万 | 0.65% | 284,328 | 14,913 | 5.5% | $43.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $787.49万 | 0.62% | 21,111 | 488 | 2.4% | $18.20万 | 加仓 |
| DFSE | DIMENSNL EMG MRKT SUS CORE 1 ETF | $757.58万 | 0.60% | 154,990 | -1,161 | -0.7% | -$5.67万 | 减仓 |
| — | DFA US CORE EQUITY 2 ETF | $755.46万 | 0.60% | 170,302 | 6,059 | 3.7% | $26.88万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT ETF | $748.96万 | 0.59% | 20,240 | 1,553 | 8.3% | $57.47万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $694.49万 | 0.55% | 19,655 | 745 | 3.9% | $26.32万 | 加仓 |
| DFSI | DFA INTL SUSTAINABILITY CORE 1 ETF | $691.22万 | 0.55% | 153,263 | 1,316 | 0.9% | $5.94万 | 加仓 |
| AVGO | BROADCOM INC | $648.71万 | 0.51% | 17,172 | -2,591 | -13.1% | -$97.88万 | 减仓 |
| NVDA | NVIDIA CORP | $601.39万 | 0.47% | 30,055 | 2,686 | 9.8% | $53.75万 | 加仓 |
| RKLB | ROCKET LAB USA INC | $596.97万 | 0.47% | 58,728 | 15 | 0.0% | $1,525 | 加仓 |
| ICSH | ISHARES ULTRA SHORT-TERM BOND ETF | $575.60万 | 0.45% | 113,799 | 6,943 | 6.5% | $35.12万 | 加仓 |
| CAT | CATERPILLARINC | $554.04万 | 0.44% | 5,202 | -586 | -10.1% | -$62.41万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $545.65万 | 0.43% | 7,944 | 2,371 | 42.5% | $162.86万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE INDEX | $528.62万 | 0.42% | 69,055 | -2,492 | -3.5% | -$19.08万 | 减仓 |
| SCHA | SCHWAB US SMALL CAP ETF | $513.34万 | 0.41% | 142,080 | -570 | -0.4% | -$2.06万 | 减仓 |
| DFAX | DFA WORLD EX US CORE ETF | $506.70万 | 0.40% | 137,541 | 3,444 | 2.6% | $12.69万 | 加仓 |
| EAGG | ISHARES ESG US AGGREGATE BOND ETF | $501.61万 | 0.40% | 105,802 | -10,572 | -9.1% | -$50.12万 | 减仓 |
| AMZN | AMAZON.COM INC | $445.18万 | 0.35% | 18,678 | 1,054 | 6.0% | $25.12万 | 加仓 |
| MMM | 3M COMPANY | $441.48万 | 0.35% | 27,267 | 25,673 | 1,610.6% | $415.67万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $435.69万 | 0.34% | 55,922 | 2,740 | 5.2% | $21.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $419.56万 | 0.33% | 12,817 | -110 | -0.9% | -$3.60万 | 减仓 |
| INTC | INTEL CORP | $409.07万 | 0.32% | 29,296 | 284 | 1.0% | $3.97万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND | $379.20万 | 0.30% | 35,616 | 1,117 | 3.2% | $11.89万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $369.41万 | 0.29% | 10,336 | 27 | 0.3% | $9,650 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $365.52万 | 0.29% | 49,791 | -5,048 | -9.2% | -$37.06万 | 减仓 |
| LLY | ELI LILLY AND CO | $360.05万 | 0.28% | 3,001 | 119 | 4.1% | $14.28万 | 加仓 |
| TOLZ | PROSHARES DJ BROOKFIELD GLOBAL INFRA | $333.58万 | 0.26% | 56,282 | -71 | -0.1% | -$4,208 | 减仓 |
| IWN | ISHARES TR RUSSELL2000 VALUE INDEXFD | $329.38万 | 0.26% | 14,890 | 0 | 0.0% | — | 不变 |
| MU | MICRONTECHNOLOGY | $315.60万 | 0.25% | 2,734 | 202 | 8.0% | $23.32万 | 加仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRAS ETF | $275.17万 | 0.22% | 42,915 | -1,953 | -4.4% | -$12.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC ORDINARY SHARES - CLASS | $274.47万 | 0.22% | 23,525 | -867 | -3.6% | -$10.12万 | 减仓 |
| KLAC | KLA-TENCOR CORP FRMLY KLA INSTRUMENT CORP | $270.87万 | 0.21% | 8,977 | -123 | -1.4% | -$3.71万 | 减仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALL CAP DIV ETF | $268.40万 | 0.21% | 32,033 | -252 | -0.8% | -$2.11万 | 减仓 |
| IGF | ISHARES S&P GLOBAL INFRASTRUCTURE INDEX | $249.30万 | 0.20% | 37,432 | -819 | -2.1% | -$5.45万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $237.72万 | 0.19% | 3,288 | -152 | -4.4% | -$10.99万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $231.77万 | 0.18% | 5,576 | -26 | -0.5% | -$1.08万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 INDEX FD | $231.54万 | 0.18% | 5,430 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $229.80万 | 0.18% | 16,807 | 157 | 0.9% | $2.15万 | 加仓 |
| TSLA | TESLA MOTORS INC | $227.50万 | 0.18% | 5,409 | -376 | -6.5% | -$15.81万 | 减仓 |
| CSCO | CISCO SYS INC | $226.64万 | 0.18% | 19,294 | -3,483 | -15.3% | -$40.91万 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR ETF | $224.89万 | 0.18% | 11,804 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES INC | $216.54万 | 0.17% | 19,119 | -140 | -0.7% | -$1.59万 | 减仓 |
| QQQ | POWERSHARES QQQ TRUST SERIES 1 | $213.71万 | 0.17% | 2,902 | 385 | 15.3% | $28.35万 | 加仓 |
| HD | HOME DEPOT INC | $209.88万 | 0.17% | 5,951 | -181 | -3.0% | -$6.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $208.53万 | 0.16% | 8,211 | 230 | 2.9% | $5.84万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $205.41万 | 0.16% | 3,536 | -1,381 | -28.1% | -$80.22万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $203.52万 | 0.16% | 13,878 | 383 | 2.8% | $5.62万 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000INDEX FD | $198.24万 | 0.16% | 6,598 | -990 | -13.0% | -$29.74万 | 减仓 |
| ESGE | ISHARES ESG MSCI EM ETF | $183.78万 | 0.15% | 33,604 | -295 | -0.9% | -$1.61万 | 减仓 |
| MRK | MERCK AND CO INC NEW | $175.16万 | 0.14% | 13,630 | 257 | 1.9% | $3.30万 | 加仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $170.18万 | 0.13% | 58,763 | 153 | 0.3% | $4,431 | 加仓 |
| BAC | BANK OF AMERICA CORP | $167.83万 | 0.13% | 29,454 | -147 | -0.5% | -$8,376 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES ORD | $159.99万 | 0.13% | 8,432 | 96 | 1.2% | $1.82万 | 加仓 |
| WELL | WELLTOWER INC | $158.15万 | 0.12% | 6,968 | 23 | 0.3% | $5,220 | 加仓 |
| BRK/A | Berkshire Hathaway Inc A | $149.77万 | 0.12% | 2 | 0 | 0.0% | — | 不变 |
| 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 |
| TXN | TEXAS INSTRUMENTS INC | $143.37万 | 0.11% | 4,810 | 3 | 0.1% | $894 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $142.30万 | 0.11% | 29,571 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE INDEX ETF | $141.62万 | 0.11% | 12,070 | 0 | 0.0% | — | 不变 |
| PM | PHILLIP MORRIS INTL INC | $137.12万 | 0.11% | 7,579 | -75 | -1.0% | -$1.36万 | 减仓 |
| IBM | INTL BUSINESS MACH | $131.78万 | 0.10% | 4,686 | 83 | 1.8% | $2.33万 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $131.68万 | 0.10% | 16,257 | -1,206 | -6.9% | -$9.77万 | 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 |
| VO | VANGUARD MID CAP ETF | $128.17万 | 0.10% | 15,908 | -88 | -0.6% | -$7,090 | 减仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX FD | $127.81万 | 0.10% | 3,121 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $124.04万 | 0.10% | 14,400 | 42 | 0.3% | $3,618 | 加仓 |
| SCHG | SCHWAB US LARGE-CAP GROWTH | $123.03万 | 0.10% | 36,357 | 4,000 | 12.4% | $13.54万 | 加仓 |
| ABBV | ABBVIE INC | $121.60万 | 0.10% | 4,832 | -300 | -5.8% | -$7.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $119.68万 | 0.09% | 1,279 | -4 | -0.3% | -$3,743 | 减仓 |
| ELV | ANTHEM INC | $118.96万 | 0.09% | 3,076 | 17 | 0.6% | $6,574 | 加仓 |