TA
Three Arch Wealth Management LLC
分散型投资策略行业集中型趋势追踪型
申报总市值
US$5.6亿
申报季度: 2026-03-31 · 持股只数: 61
Three Arch Wealth Management LLC在最新一期 13F 报告中披露了 61 项持股，申报期为 2026-03-31，总持股市值约为 US$5.6亿，季度换手率为 5.7%。
机构性格雪花图
- 集中度
- 19.4
- 持仓稳定性
- 5.67
- 动能／逆势
- 100
- 行业集中度
- 100
- 多样化
- 100
- 仓位均衡度
- 85.89
近期动向
减仓 DFUS
-0.6% -US$214.9万
加仓 AVUV
+2.9% US$390.4万
减仓 DFAS
-1.7% US$16.6万
加仓 AVSC
+3.4% US$257.7万
加仓 AVMV
+3.2% US$197.8万
减仓 DGCB
+1.7% US$45.6万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-其他 | 8.29% | -0.01% | -0.84% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 8.06% | -0.31% | -1.69% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 7.34% | -0.71% | -0.63% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.82% | +0.44% | +2.90% | |
| 5 | DFIV | Dimensional International Va | ETF-其他 | 5.56% | +0.07% | -0.39% | |
| 6 | DGCB | Dimensional Global Credit | ETF-其他 | 5.45% | -0.14% | +1.72% | |
| 7 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 5.26% | +0.27% | +3.40% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 5.24% | -0.02% | -0.16% | |
| 9 | AVMV | Avantis US Mid Cap Val ETF | ETF-其他 | 5.12% | +0.16% | +3.15% | |
| 10 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 3.97% | +0.13% | +3.15% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-其他 | 3.83% | -0.04% | +6.62% | |
| 12 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-其他 | 3.60% | +0.08% | +1.53% | |
| 13 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 3.31% | +0.03% | +5.16% | |
| 14 | DFSD | Dimensional Short Duration | ETF-其他 | 3.24% | +0.05% | +6.00% | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-新兴市场 | 2.59% | +0.05% | +3.13% | |
| 16 | DIHP | Dimensional International Hi | ETF-其他 | 2.41% | +0.01% | +2.62% | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.36% | +0.07% | +8.18% | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.33% | +0.05% | +0.42% | |
| 19 | AAPL | Apple INC | 股票-科技 | 2.32% | +0.10% | +16.94% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.22% | +0.08% | +3.10% | |
| 21 | DFIS | Dimensional International Sm | ETF-其他 | 2.16% | -0.03% | +0.54% | |
| 22 | AVRE | Avantis Real Estate ETF | ETF-其他 | 1.93% | +0.03% | +4.32% | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.83% | -0.08% | -10.76% | |
| 24 | AVUQ | Avantis US Quality Eq ETF | ETF-其他 | 0.59% | -0.06% | — | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.40% | +0.01% | — | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.33% | -0.03% | — | |
| 27 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.33% | -0.01% | +3.93% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.30% | -0.02% | -7.83% | |
| 29 | DISV | Dimensional International Sm | ETF-其他 | 0.29% | -0.05% | -12.84% | |
| 30 | BND | Vanguard Total Bond Market | ETF-其他 | 0.29% | -0.03% | -5.79% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.28% | -0.03% | -5.47% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.27% | — | — | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.24% | -0.04% | -0.03% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.24% | — | -0.44% | |
| 35 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.23% | -0.04% | -15.73% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.20% | -0.01% | — | |
| 37 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-其他 | 0.17% | -0.01% | -5.73% | |
| 38 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 0.16% | — | +0.46% | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.15% | +0.15% | NEW | |
| 40 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-其他 | 0.13% | — | -4.31% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.13% | -0.01% | — | |
| 42 | FNB | Fnb CORP | 股票-金融 | 0.10% | — | +0.03% | |
| 43 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.09% | +0.02% | +49.83% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.08% | -0.03% | -2.82% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.07% | +0.01% | -20.01% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.06% | -0.02% | +1.15% | |
| 47 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.06% | +0.01% | +29.86% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.06% | -0.01% | +0.69% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.05% | — | +8.56% | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.05% | — | — |
1–50 of 61
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Three Arch Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Tesla INC (TSLA); 新建仓: Dimensional Int Sus Cor1 ETF (DFSI); 新建仓: Alkermes plc (ALKS); 清仓: Oracle CORP (ORCL); 减仓: Dimensional US Eq Mkt ETF (DFUS) — 股数 -0.63%.
FAQ
Three Arch Wealth Management LLC 是什么机构？属于哪种投资人类型？
Three Arch Wealth Management LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$5.6亿，分布在 61 个已申报仓位之中。
Three Arch Wealth Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，Three Arch Wealth Management LLC 按市值排列的前几大持股为：
1. Dimensional US Target Value (DFAT) — US$4609.0万 (8.3%)
2. Dimensional US Small Cap ETF (DFAS) — US$4481.9万 (8.1%)
3. Dimensional US Eq Mkt ETF (DFUS) — US$4082.6万 (7.3%)
4. Avantis US Small Cap Value (AVUV) — US$3794.7万 (6.8%)
5. Dimensional International Va (DFIV) — US$3089.8万 (5.6%)
Three Arch Wealth Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Three Arch Wealth Management LLC 共进行了 43 项显著调整：新建仓 3 个仓位、加仓 22 个既有持股、减仓 17 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Tesla INC (TSLA); 新建仓: Dimensional Int Sus Cor1 ETF (DFSI); 新建仓: Alkermes plc (ALKS); 清仓: Oracle CORP (ORCL); 减仓: Dimensional US Eq Mkt ETF (DFUS) — 股数 -0.63%
Three Arch Wealth Management LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Three Arch Wealth Management LLC 的主要板块分布如下：
• Information Technology: 74.4%
• Consumer Discretionary: 11.7%
• Financials: 6.2%
• Communication Services: 4.2%
• Energy: 2.0%
• Health Care: 1.2%