Three Arch Wealth Management LLC
IRVINE CA · SEC CIK 0002109462
$6.52亿2026Q2 申报市值
69持仓数
59.4%前十大占比 · 第一大 7.9%
10 / 2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
DFSD 加仓+$391.17万
DUSB 加仓+$310.67万
SPIB 加仓+$294.85万
VTEC 新建仓+$293.78万
AVSC 加仓+$269.49万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$66.44万
DIMENSIONAL ETF 减仓-$49.51万
DFGR 减仓-$34.31万
DIMENSIONAL ETF 减仓-$34.15万
AVGE 清仓-$20.90万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AVGE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -2,374 | -100.0% | -$20.90万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,925 | -100.0% | -$20.13万 | 清仓 |
| NWL | NEWELL BRANDS INC | $9.40万 | 0.01% | 15,305 | 190 | 1.3% | $1,167 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $14.70万 | 0.02% | 12,908 | 12,908 | — | $14.70万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.68万 | 0.03% | 632 | 632 | — | $20.68万 | 新建仓 |
| IJR | ISHARES TR | $21.31万 | 0.03% | 1,437 | 1,437 | — | $21.31万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.52万 | 0.03% | 4,851 | 4,851 | — | $21.52万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.37万 | 0.04% | 487 | -48 | -9.0% | -$2.40万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.45万 | 0.04% | 1,290 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $29.46万 | 0.05% | 2,155 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $30.12万 | 0.05% | 2,157 | 2,157 | — | $30.12万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $30.97万 | 0.05% | 5,094 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $31.22万 | 0.05% | 1,433 | 1,433 | — | $31.22万 | 新建仓 |
| ALKS | ALKERMES PLC | $31.54万 | 0.05% | 6,019 | -440 | -6.8% | -$2.31万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.54万 | 0.05% | 488 | 29 | 6.3% | $1.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $33.93万 | 0.05% | 1,696 | 10 | 0.6% | $2,001 | 加仓 |
| V | VISA INC | $34.89万 | 0.05% | 1,017 | -4 | -0.4% | -$1,372 | 减仓 |
| VTI | VANGUARD INDEX FDS | $38.30万 | 0.06% | 1,035 | 1,035 | — | $38.30万 | 新建仓 |
| MSFT | MICROSOFT CORP | $40.23万 | 0.06% | 1,078 | -92 | -7.9% | -$3.43万 | 减仓 |
| IVV | ISHARES TR | $42.01万 | 0.06% | 561 | 144 | 34.5% | $10.78万 | 加仓 |
| META | META PLATFORMS INC | $45.51万 | 0.07% | 808 | 194 | 31.6% | $10.93万 | 加仓 |
| GOOGL | ALPHABET INC | $46.89万 | 0.07% | 1,312 | 581 | 79.5% | $20.76万 | 加仓 |
| GOOG | ALPHABET INC | $48.62万 | 0.07% | 1,376 | 581 | 73.1% | $20.53万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $51.92万 | 0.08% | 11,512 | 5,431 | 89.3% | $24.49万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.32万 | 0.09% | 1,004 | 1,004 | — | $58.32万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $60.26万 | 0.09% | 12,329 | 4,332 | 54.2% | $21.18万 | 加仓 |
| FNB | F N B CORP | $62.33万 | 0.10% | 32,667 | -2,195 | -6.3% | -$4.19万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.11% | 1 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $81.41万 | 0.12% | 11,743 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $88.43万 | 0.14% | 18,964 | 6,940 | 57.7% | $32.36万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $88.84万 | 0.14% | 8,769 | 93 | 1.1% | $9,422 | 加仓 |
| TSLA | TESLA INC | $91.73万 | 0.14% | 2,181 | -1 | -0.0% | -$421 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $97.65万 | 0.15% | 12,975 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $123.66万 | 0.19% | 7,879 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $137.65万 | 0.21% | 47,516 | -11,843 | -20.0% | -$34.31万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $147.75万 | 0.23% | 6,081 | 16 | 0.3% | $3,888 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $154.41万 | 0.24% | 36,189 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $158.18万 | 0.24% | 8,005 | -26 | -0.3% | -$5,138 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $158.36万 | 0.24% | 21,572 | -67 | -0.3% | -$4,918 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $163.49万 | 0.25% | 40,740 | -273 | -0.7% | -$1.10万 | 减仓 |
| AMZN | AMAZON COM INC | $179.57万 | 0.28% | 7,534 | 1,000 | 15.3% | $23.83万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $194.48万 | 0.30% | 48,366 | -142 | -0.3% | -$5,710 | 减仓 |
| SPHY | SPDR SERIES TRUST | $202.43万 | 0.31% | 86,363 | 7,825 | 10.0% | $18.34万 | 加仓 |
| ITOT | ISHARES TR | $214.27万 | 0.33% | 13,044 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL ETF TRUST | $238.87万 | 0.37% | 47,602 | 47,602 | — | $238.87万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $253.24万 | 0.39% | 27,764 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $293.78万 | 0.45% | 29,203 | 29,203 | — | $293.78万 | 新建仓 |
| AVUQ | AMERICAN CENTY ETF TR | $382.25万 | 0.59% | 57,916 | -83 | -0.1% | -$5,478 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $475.95万 | 0.73% | 122,699 | -8,805 | -6.7% | -$34.15万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,252.55万 | 1.92% | 264,363 | 20,791 | 8.5% | $98.51万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,344.92万 | 2.06% | 383,932 | 26,520 | 7.4% | $92.90万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,489.14万 | 2.28% | 144,506 | 14,621 | 11.3% | $150.67万 | 加仓 |
| AAPL | APPLE INC | $1,513.12万 | 2.32% | 52,292 | 1,399 | 2.7% | $40.48万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,539.29万 | 2.36% | 451,073 | 35,634 | 8.6% | $121.60万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,592.03万 | 2.44% | 164,994 | 11,979 | 7.8% | $115.59万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,603.74万 | 2.46% | 479,301 | 88,121 | 22.5% | $294.85万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $1,704.87万 | 2.62% | 259,889 | 19,968 | 8.3% | $130.99万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $2,155.78万 | 3.31% | 424,532 | 61,179 | 16.8% | $310.67万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,187.66万 | 3.36% | 458,148 | 81,921 | 21.8% | $391.17万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,581.29万 | 3.96% | 652,830 | 35,255 | 5.7% | $139.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,608.78万 | 4.00% | 625,157 | 45,947 | 7.9% | $191.74万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $2,631.84万 | 4.04% | 615,346 | 23,338 | 3.9% | $99.82万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $3,124.37万 | 4.79% | 571,496 | 11,933 | 2.1% | $65.24万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $3,230.81万 | 4.96% | 401,168 | 17,657 | 4.6% | $142.20万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3,256.44万 | 4.99% | 602,821 | 17,403 | 3.0% | $94.01万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,293.47万 | 5.05% | 598,703 | -2,557 | -0.4% | -$14.07万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $3,710.94万 | 5.69% | 505,992 | 36,745 | 7.8% | $269.49万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,553.88万 | 6.99% | 365,012 | 21,507 | 6.3% | $268.32万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,697.81万 | 7.21% | 573,323 | -2,420 | -0.4% | -$19.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,109.29万 | 7.84% | 730,943 | -7,083 | -1.0% | -$49.51万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,121.77万 | 7.86% | 622,027 | -8,069 | -1.3% | -$66.44万 | 减仓 |