Wealth Architects, LLC
- SEC CIK
- 0001611518
- 最新申報
- 2026/7/23
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/17 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 206
- 較 2021 年第 4 季 +7
- 總值
- $5.88 億
- 較 2021 年第 4 季 +$1,801 萬 (+3.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LCTXLineage Cell Therapeutics, Inc. | COM | 16,100 | $2.50 萬 | <0.1% | +16,100 | 新進 | 歷史 |
| ARDSAridis Pharmaceuticals, Inc. | COM | 14,077 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LXLexinFintech Holdings Ltd. | ADR | 15,572 | $4.10 萬 | <0.1% | −9,087−36.9% | 減碼 | 歷史 |
| IMNMImmunome Inc. | COM | 11,110 | $6.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FINVFinVolution Group | SPONSORED ADS | 19,146 | $7.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BKDBrookdale Senior Living Inc. | COM | 13,000 | $9.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 11,572 | $11.5 萬 | <0.1% | +11,572 | 新進 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 15,187 | $13.9 萬 | <0.1% | +128+0.8% | 加碼 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 32,537 | $16.5 萬 | <0.1% | +32,537 | 新進 | 歷史 |
| STLAStellantis N.V. | SHS | 11,163 | $18.2 萬 | <0.1% | −294−2.6% | 減碼 | 歷史 |
| Copel-ADR20441B605 | ADR | 24,608 | $19.2 萬 | <0.1% | 00.0% | 不變 | – |
| HPQHP Inc | Stock | 5,521 | $20.0 萬 | <0.1% | +5,521 | 新進 | 歷史 |
| BCSBarclays PLC | ADR | 25,368 | $20.0 萬 | <0.1% | −456−1.8% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 2,572 | $20.4 萬 | <0.1% | +2,572 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,257 | $20.5 萬 | <0.1% | +2,257 | 新進 | 歷史 |
| TECKTeck Resources Ltd | CL B | 5,070 | $20.5 萬 | <0.1% | +5,070 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 773 | $20.6 萬 | <0.1% | +773 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 924 | $20.6 萬 | <0.1% | +924 | 新進 | – |
| UPSUnited Parcel Service Inc | Stock | 977 | $21.0 萬 | <0.1% | −213−17.9% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,141 | $21.1 萬 | <0.1% | −23−2.0% | 減碼 | – |
| GSKGSK plc | SPONSORED ADR | 4,843 | $21.1 萬 | <0.1% | +49+1.0% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,172 | $21.4 萬 | <0.1% | +1,172 | 新進 | 歷史 |
| LLoews Corp | COM | 3,294 | $21.4 萬 | <0.1% | +3,294 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 7,846 | $21.6 萬 | <0.1% | 00.0% | 不變 | – |
| PKXPosco Holdings Inc. | SPONSORED ADR | 3,648 | $21.6 萬 | <0.1% | −176−4.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 4,286 | $21.7 萬 | <0.1% | 00.0% | 不變 | – |
| AJGArthur J. Gallagher & Co. | COM | 1,247 | $21.8 萬 | <0.1% | +36+3.0% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,609 | $22.0 萬 | <0.1% | +182+7.5% | 加碼 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 9,975 | $22.5 萬 | <0.1% | +9,975 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 2,043 | $22.7 萬 | <0.1% | +52+2.6% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,958 | $22.8 萬 | <0.1% | −458−7.1% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,317 | $23.2 萬 | <0.1% | −87−2.0% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,835 | $23.2 萬 | <0.1% | +150+5.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 3,337 | $23.4 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,741 | $23.8 萬 | <0.1% | −29−1.6% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 1,035 | $23.8 萬 | <0.1% | +80+8.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,690 | $24.6 萬 | <0.1% | +492+22.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 561 | $24.8 萬 | <0.1% | −9−1.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 859 | $25.2 萬 | <0.1% | −56−6.1% | 減碼 | 歷史 |
| CTOCTO Realty Growth, Inc. | COM | 3,797 | $25.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,358 | $25.3 萬 | <0.1% | −666−22.0% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,414 | $25.4 萬 | <0.1% | +7,414 | 新進 | – |
| DOCUDocuSign, Inc. | Stock | 2,385 | $25.5 萬 | <0.1% | +79+3.4% | 加碼 | 歷史 |
| UUnity Software Inc. | COM | 2,630 | $26.1 萬 | <0.1% | +2,630 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 1,662 | $26.3 萬 | <0.1% | +147+9.7% | 加碼 | 歷史 |
| MMM3M Co | Stock | 1,790 | $26.7 萬 | <0.1% | −58−3.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 11,380 | $26.9 萬 | <0.1% | +2,090+22.5% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 1,457 | $26.9 萬 | <0.1% | +52+3.7% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 2,768 | $28.1 萬 | <0.1% | +2,768 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,719 | $28.5 萬 | <0.1% | +75+4.6% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 704 | $28.9 萬 | <0.1% | +134+23.5% | 加碼 | 歷史 |
| IMOImperial Oil Ltd | COM NEW | 5,992 | $29.0 萬 | <0.1% | −264−4.2% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,533 | $29.3 萬 | <0.1% | +353+16.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,205 | $30.3 萬 | 0.1% | +18+1.5% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 2,265 | $31.5 萬 | 0.1% | +71+3.2% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,922 | $31.8 萬 | 0.1% | −86−4.3% | 減碼 | – |
| TEAMAtlassian Corp | CL A | 1,092 | $32.1 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,170 | $32.3 萬 | 0.1% | +113+5.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,537 | $32.6 萬 | 0.1% | +65+4.4% | 加碼 | 歷史 |
| Nushares ETF Tr67092P862 | ESG LARGE CAP | 8,451 | $32.6 萬 | 0.1% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 3,869 | $32.8 萬 | 0.1% | −28−0.7% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,736 | $34.3 萬 | 0.1% | +5,736 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 1,267 | $34.6 萬 | 0.1% | +18+1.4% | 加碼 | 歷史 |
| STKSONE Group Hospitality, Inc. | COM | 33,600 | $35.3 萬 | 0.1% | +33,600 | 新進 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,275 | $35.4 萬 | 0.1% | +525+19.1% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 2,328 | $35.6 萬 | 0.1% | +636+37.6% | 加碼 | 歷史 |
| NVRONevro Corp | COM | 5,000 | $36.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 13,615 | $36.5 萬 | 0.1% | +13,615 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,569 | $36.7 萬 | 0.1% | +299+4.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,477 | $36.9 萬 | 0.1% | +54+3.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,463 | $36.9 萬 | 0.1% | +34+0.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,506 | $37.2 萬 | 0.1% | −121−7.4% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,188 | $37.5 萬 | 0.1% | +40+1.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,027 | $38.5 萬 | 0.1% | +197+23.7% | 加碼 | 歷史 |
| CWTCalifornia Water Service Group | COM | 6,573 | $39.0 萬 | 0.1% | +101+1.6% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,233 | $39.1 萬 | 0.1% | +203+3.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,499 | $40.2 萬 | 0.1% | +44+3.0% | 加碼 | – |
| GSBDGoldman Sachs BDC, Inc. | SHS | 20,615 | $40.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 9,139 | $42.8 萬 | 0.1% | −355−3.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,220 | $43.2 萬 | 0.1% | −314−12.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,516 | $43.4 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 5,978 | $43.5 萬 | 0.1% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 1,310 | $44.2 萬 | 0.1% | +13+1.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,260 | $44.4 萬 | 0.1% | −183−4.1% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 4,446 | $45.0 萬 | 0.1% | +65+1.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,506 | $45.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 2,461 | $46.0 萬 | 0.1% | +163+7.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 16,520 | $47.5 萬 | 0.1% | −20.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 850 | $48.9 萬 | 0.1% | +14+1.7% | 加碼 | 歷史 |
| SPLKSplunk Inc | COM | 3,298 | $49.0 萬 | 0.1% | +3,298 | 新進 | 歷史 |
| CMAComerica Inc | COM | 5,448 | $49.3 萬 | 0.1% | −27−0.5% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 4,947 | $49.4 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 2,360 | $50.1 萬 | 0.1% | −40−1.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,043 | $50.2 萬 | 0.1% | −27−2.5% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,973 | $51.1 萬 | 0.1% | +88+3.1% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,618 | $51.8 萬 | 0.1% | +2,423+110.4% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 4,374 | $51.8 萬 | 0.1% | −151−3.3% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,346 | $51.9 萬 | 0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 5,243 | $51.9 萬 | 0.1% | +409+8.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,259 | $53.1 萬 | 0.1% | +370+12.8% | 加碼 | 歷史 |
2021 年第 4 季之後清倉（12 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 3,655 | $29.5 萬 | 0.1% | – |
| SHOPShopify Inc. | Stock | 194 | $26.7 萬 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 620 | $23.0 萬 | <0.1% | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 1,776 | $22.4 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 240 | $22.0 萬 | <0.1% | 歷史 |
| FDXFedEx Corp | Stock | 822 | $21.3 萬 | <0.1% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 726 | $21.3 萬 | <0.1% | – |
| TJXTJX Companies Inc | Stock | 2,792 | $21.2 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 821 | $21.2 萬 | <0.1% | 歷史 |
| ETNEaton Corp plc | Stock | 1,175 | $20.3 萬 | <0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,067 | $20.1 萬 | <0.1% | 歷史 |
| CYDChina Yuchai International Ltd | COM | 11,305 | $16.9 萬 | <0.1% | 歷史 |