One Charles Private Wealth Services, LLC
HINGHAM MA · SEC CIK 0001800938
$4.34亿2026Q2 申报市值
176持仓数
49.5%前十大占比 · 第一大 10.7%
18 / 4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
FRDM 新建仓+$603.02万
MIAX 新建仓+$440.05万
IEFA 加仓+$105.15万
VTV 加仓+$97.92万
VUG 加仓+$69.08万
2026Q2 卖出最多 按季末市值估算
IEMG 减仓-$431.70万
TPL 减仓-$213.00万
BRK/B 减仓-$194.85万
LB 减仓-$92.02万
GBTC 减仓-$78.49万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,648.41万 | 10.70% | 92,896 | -3,894 | -4.0% | -$194.85万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,094.02万 | 7.12% | 70,698 | -4,867 | -6.4% | -$213.00万 | 减仓 |
| INFL | LISTED FDS TR | $2,416.42万 | 5.56% | 484,447 | -11,271 | -2.3% | -$56.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,269.54万 | 5.22% | 104,141 | 4,493 | 4.5% | $97.92万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,896.32万 | 4.36% | 220,144 | 8,020 | 3.8% | $69.08万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $1,776.18万 | 4.09% | 224,152 | -11,613 | -4.9% | -$92.02万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $1,495.78万 | 3.44% | 313,351 | 7,824 | 2.6% | $37.35万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,486.18万 | 3.42% | 294,351 | -6,914 | -2.3% | -$34.91万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,236.18万 | 2.85% | 64,884 | -227 | -0.3% | -$4.32万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1,182.38万 | 2.72% | 259,750 | -17,242 | -6.2% | -$78.49万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $920.17万 | 2.12% | 271,918 | -3,284 | -1.2% | -$11.11万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $904.97万 | 2.08% | 176,717 | -4,795 | -2.6% | -$24.56万 | 减仓 |
| AAPL | APPLE INC | $852.63万 | 1.96% | 29,466 | -655 | -2.2% | -$18.95万 | 减仓 |
| VGT | VANGUARD WORLD FD | $763.83万 | 1.76% | 63,908 | 724 | 1.1% | $8.65万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $759.45万 | 1.75% | 17,526 | -304 | -1.7% | -$13.17万 | 减仓 |
| TXUE | THORNBURG ETF TR | $700.63万 | 1.61% | 202,964 | -1,551 | -0.8% | -$5.35万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $651.78万 | 1.50% | 225,062 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $603.02万 | 1.39% | 82,719 | 82,719 | — | $603.02万 | 新建仓 |
| — | ACV AUCTIONS INC | $560.65万 | 1.29% | 779,768 | -3,518 | -0.4% | -$2.53万 | 减仓 |
| ARKK | ARK ETF TR | $559.98万 | 1.29% | 69,288 | -1,800 | -2.5% | -$14.55万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $496.28万 | 1.14% | 20,974 | 569 | 2.8% | $13.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $459.40万 | 1.06% | 22,960 | 776 | 3.5% | $15.53万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $440.05万 | 1.01% | 118,419 | 118,419 | — | $440.05万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $410.84万 | 0.95% | 12,551 | 33 | 0.3% | $1.08万 | 加仓 |
| IVV | ISHARES TR | $402.83万 | 0.93% | 5,379 | -63 | -1.2% | -$4.72万 | 减仓 |
| ET | ENERGY TRANSFER L P | $357.26万 | 0.82% | 186,850 | -591 | -0.3% | -$1.13万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $327.45万 | 0.75% | 20,638 | 35 | 0.2% | $5,553 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $319.92万 | 0.74% | 123,284 | -719 | -0.6% | -$1.87万 | 减仓 |
| GOOGL | ALPHABET INC | $288.09万 | 0.66% | 8,061 | 48 | 0.6% | $1.72万 | 加仓 |
| IEFA | ISHARES TR | $276.05万 | 0.64% | 28,582 | 10,887 | 61.5% | $105.15万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $267.06万 | 0.61% | 49,814 | -1,409 | -2.8% | -$7.55万 | 减仓 |
| AMZN | AMAZON COM INC | $266.67万 | 0.61% | 11,189 | -117 | -1.0% | -$2.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $249.90万 | 0.58% | 6,699 | 308 | 4.8% | $11.49万 | 加仓 |
| RTX | RTX CORPORATION | $249.75万 | 0.57% | 13,163 | 9 | 0.1% | $1,708 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $247.00万 | 0.57% | 3,308 | 161 | 5.1% | $12.02万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $246.14万 | 0.57% | 6,731 | -24 | -0.4% | -$8,776 | 减仓 |
| BAC | BANK OF AMER CORP | $238.71万 | 0.55% | 41,893 | -9,989 | -19.3% | -$56.92万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $237.05万 | 0.55% | 9,756 | -24 | -0.2% | -$5,832 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $220.14万 | 0.51% | 20,549 | -1,504 | -6.8% | -$16.11万 | 减仓 |
| SLV | ISHARES SILVER TR | $211.70万 | 0.49% | 39,592 | -3,723 | -8.6% | -$19.91万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $208.22万 | 0.48% | 56,643 | -14,200 | -20.0% | -$52.20万 | 减仓 |
| IWM | ISHARES TR | $195.83万 | 0.45% | 6,518 | -215 | -3.2% | -$6.46万 | 减仓 |
| GLDM | WORLD GOLD TR | $195.40万 | 0.45% | 24,604 | -606 | -2.4% | -$4.81万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $194.82万 | 0.45% | 5,265 | 149 | 2.9% | $5.51万 | 加仓 |
| VIS | VANGUARD WORLD FD | $192.59万 | 0.44% | 5,344 | -10 | -0.2% | -$3,604 | 减仓 |
| IRM | IRON MTN INC DEL | $183.63万 | 0.42% | 14,538 | -437 | -2.9% | -$5.52万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $180.27万 | 0.41% | 56,849 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $172.68万 | 0.40% | 3,066 | 111 | 3.8% | $6.25万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $171.80万 | 0.40% | 88,282 | 575 | 0.7% | $1.12万 | 加仓 |
| GOOG | ALPHABET INC | $171.27万 | 0.39% | 4,847 | 3 | 0.1% | $1,060 | 加仓 |
| — | EXXON MOBIL CORP | $166.53万 | 0.38% | 12,181 | 33 | 0.3% | $4,512 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $155.04万 | 0.36% | 13,220 | -1,820 | -12.1% | -$21.34万 | 减仓 |
| MPLX | MPLX LP | $153.27万 | 0.35% | 27,209 | -909 | -3.2% | -$5.12万 | 减仓 |
| VOX | VANGUARD WORLD FD | $150.23万 | 0.35% | 8,167 | 40 | 0.5% | $7,358 | 加仓 |
| VFH | VANGUARD WORLD FD | $137.11万 | 0.32% | 10,419 | -1,585 | -13.2% | -$20.86万 | 减仓 |
| VDC | VANGUARD WORLD FD | $135.63万 | 0.31% | 6,015 | -486 | -7.5% | -$10.96万 | 减仓 |
| VHT | VANGUARD WORLD FD | $132.01万 | 0.30% | 4,415 | -827 | -15.8% | -$24.73万 | 减仓 |
| IYF | ISHARES TR | $125.76万 | 0.29% | 9,863 | -265 | -2.6% | -$3.38万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $124.98万 | 0.29% | 19,376 | -11,635 | -37.5% | -$75.05万 | 减仓 |
| VCR | VANGUARD WORLD FD | $122.55万 | 0.28% | 3,090 | 104 | 3.5% | $4.12万 | 加仓 |
| EFA | ISHARES TR | $120.95万 | 0.28% | 11,643 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $118.57万 | 0.27% | 6,401 | -337 | -5.0% | -$6.24万 | 减仓 |
| ABBV | ABBVIE INC | $118.53万 | 0.27% | 4,710 | -48 | -1.0% | -$1.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $116.28万 | 0.27% | 1,693 | 82 | 5.1% | $5.63万 | 加仓 |
| WMT | WALMART INC | $115.28万 | 0.27% | 10,178 | -107 | -1.0% | -$1.21万 | 减仓 |
| GLD | SPDR GOLD TR | $113.06万 | 0.26% | 3,069 | 3 | 0.1% | $1,105 | 加仓 |
| AVGO | BROADCOM INC | $107.67万 | 0.25% | 2,850 | 98 | 3.6% | $3.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $99.57万 | 0.23% | 1,352 | 451 | 50.1% | $33.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $88.34万 | 0.20% | 944 | 9 | 1.0% | $8,422 | 加仓 |
| CAT | CATERPILLAR INC | $87.29万 | 0.20% | 820 | 8 | 1.0% | $8,516 | 加仓 |
| RXI | ISHARES TR | $85.64万 | 0.20% | 4,438 | -234 | -5.0% | -$4.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $80.43万 | 0.19% | 3,167 | 20 | 0.6% | $5,079 | 加仓 |
| INTC | INTEL CORP | $80.03万 | 0.18% | 5,732 | -38 | -0.7% | -$5,306 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $78.30万 | 0.18% | 2,784 | 79 | 2.9% | $2.22万 | 加仓 |
| IUSV | ISHARES TR | $77.05万 | 0.18% | 6,995 | -538 | -7.1% | -$5.93万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $74.56万 | 0.17% | 14,038 | -1,307 | -8.5% | -$6.94万 | 减仓 |
| IUSG | ISHARES TR | $74.03万 | 0.17% | 3,936 | -565 | -12.6% | -$10.63万 | 减仓 |
| KLAC | KLA CORP | $73.32万 | 0.17% | 2,430 | 10 | 0.4% | $3,017 | 加仓 |
| IYJ | ISHARES TR | $70.49万 | 0.16% | 4,230 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $68.75万 | 0.16% | 1,949 | -203 | -9.4% | -$7.16万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $65.19万 | 0.15% | 7,847 | 139 | 1.8% | $1.15万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $64.99万 | 0.15% | 5,462 | -481 | -8.1% | -$5.72万 | 减仓 |
| CSCO | CISCO SYS INC | $62.81万 | 0.14% | 5,347 | 11 | 0.2% | $1,292 | 加仓 |
| GE | GE AEROSPACE | $60.00万 | 0.14% | 1,606 | -3 | -0.2% | -$1,121 | 减仓 |
| PG | PROCTER & GAMBLE CO | $58.18万 | 0.13% | 3,968 | -74 | -1.8% | -$1.09万 | 减仓 |
| ORCL | ORACLE CORP | $56.60万 | 0.13% | 3,862 | 3 | 0.1% | $440 | 加仓 |
| QCOM | QUALCOMM INC | $56.35万 | 0.13% | 3,049 | 26 | 0.9% | $4,805 | 加仓 |
| IYW | ISHARES TR | $56.10万 | 0.13% | 2,224 | 341 | 18.1% | $8.60万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $55.44万 | 0.13% | 788 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $55.30万 | 0.13% | 4,518 | -412 | -8.4% | -$5.04万 | 减仓 |
| BAC | BANK OF AMER CORP 看跌期权 | $53.56万 | 0.12% | 9,400 | -600 | -6.0% | -$3.42万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $50.94万 | 0.12% | 18,390 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $50.33万 | 0.12% | 2,200 | -115 | -5.0% | -$2.63万 | 减仓 |
| MRK | MERCK & CO INC | $50.02万 | 0.12% | 3,893 | 12 | 0.3% | $1,542 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $49.47万 | 0.11% | 9,157 | -641 | -6.5% | -$3.46万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $49.15万 | 0.11% | 38,163 | 38,163 | — | $49.15万 | 新建仓 |
| IYC | ISHARES TR | $48.93万 | 0.11% | 4,840 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $48.87万 | 0.11% | 13,005 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $48.43万 | 0.11% | 412 | 35 | 9.3% | $4.11万 | 加仓 |
| V | VISA INC | $46.26万 | 0.11% | 1,348 | 19 | 1.4% | $6,521 | 加仓 |