13FBOX
One Charles Private Wealth Services, LLC · 13F 持仓分析
期权收益计算器 机构排行

One Charles Private Wealth Services, LLC

No.4646
最新持仓市值 (Q2 2026)
$4.34亿
环比变动 Q1 2026
+$3,479.3万+8.7%
持仓股票数
175
新买入
21
加仓
56
减仓
79
清仓
4
持股不变
19
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
伯克希尔哈撒韦BRK.B
10.7%11.61%$4,648.4万9.3万股$4,638.2万9.7万股-3,894股-4.02%减仓
TTEXAS PACIFIC LAND CORPORATITPL
7.12%8.97%$3,094.0万7.1万股$3,586.0万7.6万股-4,867股-6.44%减仓
LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL
5.56%6.46%$2,416.4万48.4万股$2,580.7万49.6万股-1.1万股-2.27%减仓
V先锋领航指数基金VTV
5.22%4.89%$2,269.5万10.4万股$1,955.1万10.0万股+4,493股+4.51%加仓
V先锋领航指数基金VUG
4.36%3.86%$1,896.3万22.0万股$1,544.2万3.5万股+18.5万股+522.68%加仓
LANDBRIDGE CO LLC CL A CLASS ALB
4.09%4.07%$1,776.2万22.4万股$1,628.0万23.6万股-1.2万股-4.93%减仓
AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT
3.44%3%$1,495.8万31.3万股$1,199.8万30.6万股+7,824股+2.56%加仓
J骏利亨德森JAAA
3.42%3.8%$1,486.2万29.4万股$1,517.5万30.1万股-6,914股-2.29%减仓
SSPDR行业精选信托XLK
2.85%2.17%$1,236.2万6.5万股$865.3万6.5万股-227股-0.35%减仓
GRAYSCALE BITCOIN TRUST ETFGBTC
2.72%3.66%$1,182.4万26.0万股$1,461.4万27.7万股-1.7万股-6.22%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.12%2.01%$920.2万27.2万股$801.7万27.5万股-3,284股-1.19%减仓
J骏利·HENDERSON SECURITIZED INCOME ETFJSI
2.08%2.34%$905.0万17.7万股$935.7万18.2万股-4,795股-2.64%减仓
苹果AAPL
1.96%1.91%$852.6万2.9万股$764.4万3.0万股-655股-2.17%减仓
V先锋领航全球基金VGT
1.76%1.38%$763.8万6.4万股$551.1万7,898股+5.6万股+709.17%加仓
泛林集团LRCX
1.75%0.95%$759.5万1.8万股$381.0万1.8万股-304股-1.70%减仓
TTHORNBURG ETF TRDIHP
1.61%1.65%$700.6万20.3万股$658.3万20.5万股-1,551股-0.76%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.5%1.41%$651.8万22.5万股$564.9万22.5万股00.00%持仓不变
EEA SERIES TRUSTFRDM
1.39%$603.0万8.3万股$00股+8.3万股新买入
ACV AUCTIONSACVA
1.29%0.83%$560.7万78.0万股$332.1万78.3万股-3,518股-0.45%减仓
AARK·ETF TRARKK
1.29%1.2%$560.0万6.9万股$480.5万7.1万股-1,800股-2.53%减仓
V先锋领航·SPECIALIZED FUNDSVIG
1.14%1.1%$496.3万2.1万股$438.8万2.0万股+569股+2.79%加仓
英伟达NVDA
1.06%0.97%$459.4万2.3万股$386.9万2.2万股+776股+3.50%加仓
MMIAMI INTLMIAX
1.01%$440.0万11.8万股$00股+11.8万股新买入
摩根大通JPM
0.95%0.92%$410.8万1.3万股$368.2万1.3万股+33股+0.26%加仓
IiShares安硕信托IVV
0.93%0.89%$402.8万5,379股$355.5万5,442股-63股-1.16%减仓
EENERGY TRANSFER L PET
0.82%0.91%$357.3万18.7万股$361.8万18.7万股-591股-0.32%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.75%0.76%$327.4万2.1万股$302.1万2.1万股+35股+0.17%加仓
GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC
0.74%0.93%$319.9万12.3万股$371.9万12.4万股-719股-0.58%减仓
BBANK OF AMERBAC
0.67%0.75%$292.3万5.1万股$301.7万6.2万股-1.1万股-17.11%减仓
谷歌AGOOGL
0.66%0.58%$288.1万8,061股$230.4万8,013股+48股+0.60%加仓
IiShares安硕信托IEFA
0.64%0.4%$276.0万2.9万股$160.2万1.8万股+1.1万股+61.53%加仓
SSPDR行业精选信托XLF
0.61%0.63%$267.1万5.0万股$252.9万5.1万股-1,409股-2.75%减仓
亚马逊AMZN
0.61%0.59%$266.7万1.1万股$235.5万1.1万股-117股-1.03%减仓
微软MSFT
0.58%0.59%$249.9万6,699股$236.6万6,391股+308股+4.82%加仓
雷神技术RTX
0.57%0.63%$249.7万1.3万股$253.7万1.3万股+9股+0.07%加仓
SSPDR标普500 ETFSPY
0.57%0.51%$247.0万3,308股$204.6万3,147股+161股+5.12%加仓
V先锋领航指数基金VBK
0.57%0.51%$246.1万6,731股$204.2万6,755股-24股-0.36%减仓
V先锋领航·SMALLVBR
0.55%0.53%$237.1万9,756股$212.5万9,780股-24股-0.25%减仓
SSPDR行业精选信托XLY
0.51%0.61%$220.1万2.1万股$244.5万2.2万股-1,504股-6.82%减仓
IiShares白银信托SLV
0.49%0.74%$211.7万4.0万股$295.1万4.3万股-3,723股-8.60%减仓
ENTERPRISE PRODS PARTNERS LEPD
0.48%0.67%$208.2万5.7万股$268.1万7.1万股-1.4万股-20.04%减仓
IiShares安硕·RUSSELLIWM
0.45%0.42%$195.8万6,518股$167.0万6,733股-215股-3.19%减仓
WWORLD GOLD TRGLD
0.45%0.58%$195.4万2.5万股$233.7万2.5万股-606股-2.40%减仓
G通用动力VTI
0.45%0.41%$194.8万5,265股$164.1万5,116股+149股+2.91%加仓
V先锋领航全球基金VIS
0.44%0.42%$192.6万5,344股$167.2万5,354股-10股-0.19%减仓
IRON MTN DEL COMIRM
0.42%0.38%$183.6万1.5万股$153.0万1.5万股-437股-2.92%减仓
S嘉信策略信托SCHD
0.41%0.44%$180.3万5.7万股$174.4万5.7万股00.00%持仓不变
Meta平台META
0.4%0.42%$172.7万3,066股$169.1万2,955股+111股+3.76%加仓
AARK·21SHARES BITCOIN ETFARKB
0.4%0.49%$171.8万8.8万股$197.3万8.8万股+575股+0.66%加仓
AAlphabet Inc Class CGOOG
0.39%0.35%$171.3万4,847股$139.0万4,844股+3股+0.06%加仓

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