One Charles Private Wealth Services, LLC
HINGHAM MA · SEC CIK 0001800938
$4.00亿2026Q1 申报市值
159持仓数
52.7%前十大占比 · 第一大 11.6%
7 / 17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
IEMG 加仓+$349.20万
JSI 加仓+$216.50万
IEFA 新建仓+$160.19万
TXUE 加仓+$139.06万
SAMT 加仓+$107.77万
2026Q1 卖出最多 按季末市值估算
LISTED FDS TR 清仓-$126.44万
CONFLUENT INC 清仓-$109.32万
VRTX 清仓-$34.77万
TPL 减仓-$30.37万
RSPH 清仓-$28.60万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,638.16万 | 11.61% | 96,790 | -406 | -0.4% | -$19.46万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $3,586.02万 | 8.97% | 75,565 | -640 | -0.8% | -$30.37万 | 减仓 |
| INFL | LISTED FDS TR | $2,580.71万 | 6.46% | 495,718 | -495 | -0.1% | -$2.58万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,955.10万 | 4.89% | 99,648 | 5,168 | 5.5% | $101.40万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $1,627.96万 | 4.07% | 235,765 | -942 | -0.4% | -$6.50万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,544.23万 | 3.86% | 35,354 | 1,660 | 4.9% | $72.51万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,517.47万 | 3.80% | 301,265 | 17,690 | 6.2% | $89.10万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1,461.41万 | 3.66% | 276,992 | -1,611 | -0.6% | -$8.50万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $1,199.81万 | 3.00% | 305,527 | 27,444 | 9.9% | $107.77万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $935.69万 | 2.34% | 181,512 | 41,999 | 30.1% | $216.50万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $865.33万 | 2.17% | 65,111 | -1,018 | -1.5% | -$13.53万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $801.66万 | 2.01% | 275,202 | 257 | 0.1% | $7,486 | 加仓 |
| AAPL | APPLE INC | $764.44万 | 1.91% | 30,121 | 115 | 0.4% | $2.92万 | 加仓 |
| TXUE | THORNBURG ETF TR | $658.33万 | 1.65% | 204,515 | 43,201 | 26.8% | $139.06万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $564.91万 | 1.41% | 225,062 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $551.06万 | 1.38% | 7,898 | 536 | 7.3% | $37.40万 | 加仓 |
| ARKK | ARK ETF TR | $480.48万 | 1.20% | 71,088 | -123 | -0.2% | -$8,314 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $438.83万 | 1.10% | 20,405 | -7 | -0.0% | -$1,505 | 减仓 |
| IEMG | ISHARES INC | $389.11万 | 0.97% | 55,786 | 50,065 | 875.1% | $349.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $386.89万 | 0.97% | 22,184 | 341 | 1.6% | $5.95万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $380.96万 | 0.95% | 17,830 | -22 | -0.1% | -$4,701 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $371.88万 | 0.93% | 124,003 | 1,452 | 1.2% | $4.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $368.22万 | 0.92% | 12,518 | 80 | 0.6% | $2.35万 | 加仓 |
| ET | ENERGY TRANSFER L P | $361.76万 | 0.91% | 187,441 | -7,553 | -3.9% | -$14.58万 | 减仓 |
| IVV | ISHARES TR | $355.48万 | 0.89% | 5,442 | 31 | 0.6% | $2.02万 | 加仓 |
| — | ACV AUCTIONS INC | $332.11万 | 0.83% | 783,286 | -1,266 | -0.2% | -$5,368 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $302.05万 | 0.76% | 20,603 | -325 | -1.6% | -$4.76万 | 减仓 |
| SLV | ISHARES SILVER TR | $295.15万 | 0.74% | 43,315 | -2,302 | -5.0% | -$15.69万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $268.07万 | 0.67% | 70,843 | 668 | 1.0% | $2.53万 | 加仓 |
| RTX | RTX CORPORATION | $253.75万 | 0.63% | 13,154 | 222 | 1.7% | $4.28万 | 加仓 |
| BAC | BANK AMERICA CORP | $252.92万 | 0.63% | 51,882 | 8,034 | 18.3% | $39.17万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $252.89万 | 0.63% | 51,223 | -4,945 | -8.8% | -$24.41万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $244.47万 | 0.61% | 22,053 | -69 | -0.3% | -$7,649 | 减仓 |
| MSFT | MICROSOFT CORP | $236.57万 | 0.59% | 6,391 | -106 | -1.6% | -$3.92万 | 减仓 |
| AMZN | AMAZON COM INC | $235.47万 | 0.59% | 11,306 | -725 | -6.0% | -$15.10万 | 减仓 |
| GLDM | WORLD GOLD TR | $233.67万 | 0.58% | 25,210 | -766 | -2.9% | -$7.10万 | 减仓 |
| GOOGL | ALPHABET INC | $230.43万 | 0.58% | 8,013 | -136 | -1.7% | -$3.91万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $212.46万 | 0.53% | 9,780 | -224 | -2.2% | -$4.87万 | 减仓 |
| — | EXXON MOBIL CORP | $206.10万 | 0.52% | 12,148 | 21 | 0.2% | $3,563 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $204.63万 | 0.51% | 3,147 | 75 | 2.4% | $4.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $204.18万 | 0.51% | 6,755 | -73 | -1.1% | -$2.21万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $197.25万 | 0.49% | 87,707 | -2,254 | -2.5% | -$5.07万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $174.41万 | 0.44% | 56,849 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $169.05万 | 0.42% | 2,955 | -45 | -1.5% | -$2.57万 | 减仓 |
| VIS | VANGUARD WORLD FD | $167.16万 | 0.42% | 5,354 | 28 | 0.5% | $8,742 | 加仓 |
| IWM | ISHARES TR | $166.98万 | 0.42% | 6,733 | 2 | 0.0% | $496 | 加仓 |
| VTI | VANGUARD INDEX FDS | $164.12万 | 0.41% | 5,116 | -540 | -9.5% | -$17.32万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $163.90万 | 0.41% | 15,040 | 478 | 3.3% | $5.21万 | 加仓 |
| MPLX | MPLX LP | $160.47万 | 0.40% | 28,118 | 733 | 2.7% | $4.18万 | 加仓 |
| IEFA | ISHARES TR | $160.19万 | 0.40% | 17,695 | 17,695 | — | $160.19万 | 新建仓 |
| IRM | IRON MTN INC DEL | $152.95万 | 0.38% | 14,975 | -199 | -1.3% | -$2.03万 | 减仓 |
| VOX | VANGUARD WORLD FD | $146.16万 | 0.37% | 8,127 | -372 | -4.4% | -$6.69万 | 减仓 |
| VDC | VANGUARD WORLD FD | $146.01万 | 0.37% | 6,501 | -100 | -1.5% | -$2.25万 | 减仓 |
| VFH | VANGUARD WORLD FD | $145.02万 | 0.36% | 12,004 | 186 | 1.6% | $2.25万 | 加仓 |
| VHT | VANGUARD WORLD FD | $142.76万 | 0.36% | 5,242 | -126 | -2.3% | -$3.43万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $140.36万 | 0.35% | 31,011 | -2,646 | -7.9% | -$11.98万 | 减仓 |
| GOOG | ALPHABET INC | $138.96万 | 0.35% | 4,844 | 29 | 0.6% | $8,319 | 加仓 |
| GLD | SPDR GOLD TR | $131.93万 | 0.33% | 3,066 | 141 | 4.8% | $6.07万 | 加仓 |
| WMT | WALMART INC | $127.82万 | 0.32% | 10,285 | -49 | -0.5% | -$6,089 | 减仓 |
| IYF | ISHARES TR | $119.17万 | 0.30% | 10,128 | 967 | 10.6% | $11.38万 | 加仓 |
| EFA | ISHARES TR | $113.09万 | 0.28% | 11,643 | 63 | 0.5% | $6,119 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $108.97万 | 0.27% | 6,738 | -416 | -5.8% | -$6.73万 | 减仓 |
| VCR | VANGUARD WORLD FD | $107.21万 | 0.27% | 2,986 | -274 | -8.4% | -$9.84万 | 减仓 |
| ABBV | ABBVIE INC | $103.49万 | 0.26% | 4,758 | -2 | -0.0% | -$435 | 减仓 |
| VOO | VANGUARD INDEX FDS | $96.26万 | 0.24% | 1,611 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $94.00万 | 0.24% | 15,345 | -343 | -2.2% | -$2.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $93.18万 | 0.23% | 935 | 7 | 0.8% | $6,976 | 加仓 |
| RXI | ISHARES TR | $87.11万 | 0.22% | 4,672 | -191 | -3.9% | -$3.56万 | 减仓 |
| AVGO | BROADCOM INC | $85.18万 | 0.21% | 2,752 | -8 | -0.3% | -$2,476 | 减仓 |
| IUSV | ISHARES TR | $77.02万 | 0.19% | 7,533 | -2,066 | -21.5% | -$21.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $76.93万 | 0.19% | 3,147 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $70.78万 | 0.18% | 2,152 | 37 | 1.7% | $1.22万 | 加仓 |
| IUSG | ISHARES TR | $69.81万 | 0.17% | 4,501 | -1,294 | -22.3% | -$20.07万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $65.57万 | 0.16% | 2,705 | 9 | 0.3% | $2,182 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $63.19万 | 0.16% | 7,708 | -157 | -2.0% | -$1.29万 | 减仓 |
| IYJ | ISHARES TR | $62.41万 | 0.16% | 4,230 | 193 | 4.8% | $2.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $58.38万 | 0.15% | 4,042 | 246 | 6.5% | $3.55万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $58.19万 | 0.15% | 5,943 | -217 | -3.5% | -$2.12万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $58.01万 | 0.15% | 13,005 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $57.92万 | 0.14% | 1,864 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $57.55万 | 0.14% | 812 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $56.78万 | 0.14% | 3,859 | 62 | 1.6% | $9,122 | 加仓 |
| MSB | MESABI TR | $54.38万 | 0.14% | 17,263 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $54.12万 | 0.14% | 4,930 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $52.17万 | 0.13% | 2,315 | -9 | -0.4% | -$2,028 | 减仓 |
| QQQ | INVESCO QQQ TR | $52.01万 | 0.13% | 901 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $51.71万 | 0.13% | 9,798 | -1,923 | -16.4% | -$10.15万 | 减仓 |
| VDE | VANGUARD WORLD FD | $51.57万 | 0.13% | 2,980 | -24 | -0.8% | -$4,153 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $50.25万 | 0.13% | 10,134 | -286 | -2.7% | -$1.42万 | 减仓 |
| BAC | BANK AMERICA CORP 看跌期权 | $48.75万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $48.62万 | 0.12% | 788 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $46.91万 | 0.12% | 4,840 | 96 | 2.0% | $9,304 | 加仓 |
| MRK | MERCK & CO INC | $46.68万 | 0.12% | 3,881 | 403 | 11.6% | $4.85万 | 加仓 |
| IAU | ISHARES GOLD TR | $46.45万 | 0.12% | 5,269 | 0 | 0.0% | — | 不变 |
| — | ENERGY TRANSFER L P | $46.15万 | 0.12% | 39,888 | 39,888 | — | $46.15万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $45.71万 | 0.11% | 2,209 | 189 | 9.4% | $3.91万 | 加仓 |
| GE | GE AEROSPACE | $45.64万 | 0.11% | 1,609 | 2 | 0.1% | $567 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $45.52万 | 0.11% | 18,390 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $45.17万 | 0.11% | 13,598 | 551 | 4.2% | $1.83万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $44.47万 | 0.11% | 652 | 0 | 0.0% | — | 不变 |