Three Arch Wealth Management LLC
IRVINE CA · SEC CIK 0002109462
$5.56亿2026Q1 申报市值
61持仓数
61.1%前十大占比 · 第一大 8.3%
3 / 1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
AAPL 加仓+$187.09万
DIMENSIONAL ETF 加仓+$132.26万
AVUV 加仓+$106.98万
DFSD 加仓+$101.89万
SPIB 加仓+$99.19万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$77.01万
DIMENSIONAL ETF 减仓-$55.57万
DIMENSIONAL ETF 减仓-$38.88万
DFUS 减仓-$26.02万
DFEV 减仓-$24.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,608.97万 | 8.29% | 738,026 | -6,225 | -0.8% | -$38.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,481.87万 | 8.06% | 630,096 | -10,826 | -1.7% | -$77.01万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,082.60万 | 7.34% | 575,743 | -3,669 | -0.6% | -$26.02万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,794.70万 | 6.82% | 343,505 | 9,684 | 2.9% | $106.98万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3,089.84万 | 5.56% | 585,418 | -2,300 | -0.4% | -$12.14万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $3,029.18万 | 5.45% | 559,563 | 9,465 | 1.7% | $51.24万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $2,923.41万 | 5.26% | 469,247 | 15,434 | 3.4% | $96.15万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,913.71万 | 5.24% | 601,260 | -991 | -0.2% | -$4.80万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $2,844.88万 | 5.12% | 383,511 | 11,729 | 3.2% | $87.01万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,205.36万 | 3.97% | 617,575 | 18,880 | 3.2% | $67.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,129.18万 | 3.83% | 579,210 | 35,978 | 6.6% | $132.26万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $2,000.40万 | 3.60% | 592,008 | 8,919 | 1.5% | $30.14万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,842.56万 | 3.31% | 363,353 | 17,824 | 5.2% | $90.39万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,801.38万 | 3.24% | 376,227 | 21,281 | 6.0% | $101.89万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $1,439.05万 | 2.59% | 239,921 | 7,275 | 3.1% | $43.64万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,338.54万 | 2.41% | 415,439 | 10,604 | 2.6% | $34.17万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,312.02万 | 2.36% | 391,180 | 29,573 | 8.2% | $99.19万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,297.03万 | 2.33% | 129,885 | 548 | 0.4% | $5.47万 | 加仓 |
| AAPL | APPLE INC | $1,291.61万 | 2.32% | 50,893 | 7,372 | 16.9% | $187.09万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,232.99万 | 2.22% | 153,015 | 4,603 | 3.1% | $37.09万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,203.41万 | 2.16% | 357,412 | 1,911 | 0.5% | $6.43万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,072.20万 | 1.93% | 243,572 | 10,085 | 4.3% | $44.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $460.79万 | 0.83% | 131,504 | -15,859 | -10.8% | -$55.57万 | 减仓 |
| AVUQ | AMERICAN CENTY ETF TR | $329.08万 | 0.59% | 57,999 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $223.81万 | 0.40% | 27,764 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $185.79万 | 0.33% | 13,044 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $183.15万 | 0.33% | 78,538 | 2,970 | 3.9% | $6.93万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $164.25万 | 0.30% | 48,508 | -4,123 | -7.8% | -$13.96万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $161.76万 | 0.29% | 41,013 | -6,044 | -12.8% | -$23.84万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $159.35万 | 0.29% | 21,639 | -1,330 | -5.8% | -$9.79万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $157.78万 | 0.28% | 59,359 | -3,434 | -5.5% | -$9.13万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $148.00万 | 0.27% | 8,031 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $136.08万 | 0.24% | 6,534 | -2 | -0.0% | -$417 | 减仓 |
| VBR | VANGUARD INDEX FDS | $131.75万 | 0.24% | 6,065 | -27 | -0.4% | -$5,865 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $129.49万 | 0.23% | 36,189 | -6,754 | -15.7% | -$24.17万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $108.98万 | 0.20% | 7,879 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $93.22万 | 0.17% | 12,975 | -789 | -5.7% | -$5.67万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $87.74万 | 0.16% | 8,676 | 40 | 0.5% | $4,045 | 加仓 |
| TSLA | TESLA INC | $81.12万 | 0.15% | 2,182 | 2,182 | — | $81.12万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $74.49万 | 0.13% | 11,743 | -529 | -4.3% | -$3.36万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.13% | 1 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $58.29万 | 0.10% | 34,862 | 9 | 0.0% | $150 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $49.41万 | 0.09% | 12,024 | 3,999 | 49.8% | $16.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $43.31万 | 0.08% | 1,170 | -34 | -2.8% | -$1.26万 | 减仓 |
| — | EXXON MOBIL CORP | $36.56万 | 0.07% | 2,155 | -539 | -20.0% | -$9.14万 | 减仓 |
| META | META PLATFORMS INC | $35.13万 | 0.06% | 614 | 7 | 1.2% | $4,005 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $33.88万 | 0.06% | 7,997 | 1,839 | 29.9% | $7.79万 | 加仓 |
| V | VISA INC | $30.86万 | 0.06% | 1,021 | 7 | 0.7% | $2,116 | 加仓 |
| NVDA | NVIDIA CORPORATION | $29.40万 | 0.05% | 1,686 | 133 | 8.6% | $2.32万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $28.82万 | 0.05% | 5,094 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $27.45万 | 0.05% | 459 | 40 | 9.5% | $2.39万 | 加仓 |
| IVV | ISHARES TR | $27.24万 | 0.05% | 417 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $25.78万 | 0.05% | 6,081 | 6,081 | — | $25.78万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.64万 | 0.05% | 535 | 6 | 1.1% | $2,875 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.76万 | 0.04% | 1,290 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $22.84万 | 0.04% | 6,459 | 6,459 | — | $22.84万 | 新建仓 |
| GOOG | ALPHABET INC | $22.81万 | 0.04% | 795 | 55 | 7.4% | $1.58万 | 加仓 |
| GOOGL | ALPHABET INC | $21.02万 | 0.04% | 731 | 59 | 8.8% | $1.70万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $20.90万 | 0.04% | 2,374 | -1,538 | -39.3% | -$13.54万 | 减仓 |
| NOW | SERVICENOW INC | $20.13万 | 0.04% | 1,925 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $5.18万 | 0.01% | 15,115 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,114 | -100.0% | -$21.72万 | 清仓 |