ARVEST INVESTMENTS, INC.
LOWELL AR · SEC CIK 0001025038
$8.27亿2026Q2 申报市值
219持仓数
40.5%前十大占比 · 第一大 8.1%
29 / 44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
XFIV 新建仓+$1,182.43万
GIGB 加仓+$591.54万
FRDM 新建仓+$405.66万
IGV 加仓+$349.23万
RSP 加仓+$300.18万
2026Q2 卖出最多 按季末市值估算
IEI 清仓-$1,116.59万
INVESCO INDIA EX 清仓-$406.17万
FTGC 减仓-$259.56万
IVV 减仓-$209.02万
PANW 减仓-$160.59万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $6,674.92万 | 8.07% | 936,830 | 36,564 | 4.1% | $260.52万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,853.10万 | 7.08% | 275,090 | 14,108 | 5.4% | $300.18万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $4,014.75万 | 4.86% | 874,482 | 128,848 | 17.3% | $591.54万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $2,895.60万 | 3.50% | 643,610 | 39,277 | 6.5% | $176.71万 | 加仓 |
| IVV | ISHARES TR | $2,600.17万 | 3.15% | 34,720 | -2,791 | -7.4% | -$209.02万 | 减仓 |
| CMBS | ISHARES TR | $2,406.94万 | 2.91% | 494,745 | 29,623 | 6.4% | $144.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,289.83万 | 2.77% | 383,621 | 2,725 | 0.7% | $16.27万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,270.02万 | 2.75% | 114,879 | 3,989 | 3.6% | $78.82万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,262.52万 | 2.74% | 159,455 | 9,924 | 6.6% | $140.81万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $2,181.32万 | 2.64% | 419,485 | 3,259 | 0.8% | $16.95万 | 加仓 |
| MBB | ISHARES TR | $2,117.41万 | 2.56% | 224,016 | 4,153 | 1.9% | $39.25万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,778.71万 | 2.15% | 73,201 | 2,079 | 2.9% | $50.52万 | 加仓 |
| IEF | ISHARES TR | $1,739.90万 | 2.10% | 183,980 | -2,906 | -1.6% | -$27.48万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,534.14万 | 1.86% | 50,086 | 2,203 | 4.6% | $67.48万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $1,449.71万 | 1.75% | 345,746 | 1,709 | 0.5% | $7.17万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $1,333.25万 | 1.61% | 610,463 | -4,737 | -0.8% | -$10.35万 | 减仓 |
| TLH | ISHARES TR | $1,283.36万 | 1.55% | 127,888 | 8,389 | 7.0% | $84.18万 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $1,182.43万 | 1.43% | 242,898 | 242,898 | — | $1,182.43万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $1,093.30万 | 1.32% | 124,408 | 3,831 | 3.2% | $33.67万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,092.74万 | 1.32% | 15,536 | 31 | 0.2% | $2.18万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,087.83万 | 1.32% | 29,746 | 210 | 0.7% | $7.68万 | 加仓 |
| EFA | ISHARES TR | $1,012.07万 | 1.22% | 97,426 | -1,402 | -1.4% | -$14.56万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $949.09万 | 1.15% | 220,001 | 22,154 | 11.2% | $95.57万 | 加仓 |
| AGZ | ISHARES TR | $911.58万 | 1.10% | 83,419 | 4,972 | 6.3% | $54.33万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $899.06万 | 1.09% | 339,269 | 79,908 | 30.8% | $211.76万 | 加仓 |
| GOOGL | ALPHABET INC | $879.37万 | 1.06% | 24,606 | -1,294 | -5.0% | -$46.25万 | 减仓 |
| IGV | ISHARES TR | $844.67万 | 1.02% | 93,230 | 38,546 | 70.5% | $349.23万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $824.97万 | 1.00% | 25,203 | 1,450 | 6.1% | $47.46万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $820.27万 | 0.99% | 206,357 | 8,073 | 4.1% | $32.09万 | 加仓 |
| SCZ | ISHARES TR | $809.68万 | 0.98% | 98,417 | 3,839 | 4.1% | $31.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $796.45万 | 0.96% | 21,351 | 2,527 | 13.4% | $94.26万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $792.42万 | 0.96% | 97,757 | 5,709 | 6.2% | $46.28万 | 加仓 |
| AAPL | APPLE INC | $778.90万 | 0.94% | 26,917 | -596 | -2.2% | -$17.25万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $759.31万 | 0.92% | 280,704 | -95,956 | -25.5% | -$259.56万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $688.57万 | 0.83% | 83,311 | 10,992 | 15.2% | $90.85万 | 加仓 |
| AMZN | AMAZON COM INC | $669.31万 | 0.81% | 28,082 | -980 | -3.4% | -$23.36万 | 减仓 |
| WMT | WALMART INC | $639.77万 | 0.77% | 56,486 | 8,210 | 17.0% | $92.99万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $636.93万 | 0.77% | 130,119 | 8,079 | 6.6% | $39.55万 | 加仓 |
| IDV | ISHARES TR | $615.81万 | 0.74% | 148,637 | 28,721 | 24.0% | $118.99万 | 加仓 |
| AIQ | GLOBAL X FDS | $585.01万 | 0.71% | 89,165 | -13,224 | -12.9% | -$86.76万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $567.58万 | 0.69% | 242,141 | 29,530 | 13.9% | $69.22万 | 加仓 |
| IVW | ISHARES TR | $553.40万 | 0.67% | 40,238 | 1,623 | 4.2% | $22.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $546.63万 | 0.66% | 27,319 | -129 | -0.5% | -$2.58万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $522.73万 | 0.63% | 39,229 | 1,255 | 3.3% | $16.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $507.37万 | 0.61% | 8,734 | -318 | -3.5% | -$18.47万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $498.72万 | 0.60% | 85,691 | 10,983 | 14.7% | $63.92万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $451.93万 | 0.55% | 100,765 | -936 | -0.9% | -$4.20万 | 减仓 |
| FRDM | EA SERIES TRUST | $405.66万 | 0.49% | 55,646 | 55,646 | — | $405.66万 | 新建仓 |
| PAVE | GLOBAL X FDS | $400.11万 | 0.48% | 67,907 | 5,366 | 8.6% | $31.62万 | 加仓 |
| MRK | MERCK & CO INC | $395.82万 | 0.48% | 30,803 | 2,198 | 7.7% | $28.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $387.16万 | 0.47% | 3,354 | -1,147 | -25.5% | -$132.40万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $382.15万 | 0.46% | 11,206 | -4,709 | -29.6% | -$160.59万 | 减仓 |
| — | EXXON MOBIL CORP | $350.96万 | 0.42% | 25,670 | 1,028 | 4.2% | $14.05万 | 加仓 |
| — | SPROTT FDS TR | $321.22万 | 0.39% | 257,148 | -1,282 | -0.5% | -$1.60万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $314.41万 | 0.38% | 3,258 | 117 | 3.7% | $11.29万 | 加仓 |
| IJR | ISHARES TR | $306.95万 | 0.37% | 20,696 | -490 | -2.3% | -$7.27万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $294.15万 | 0.36% | 5,630 | 382 | 7.3% | $19.96万 | 加仓 |
| FLOT | ISHARES TR | $291.74万 | 0.35% | 57,147 | 6,354 | 12.5% | $32.44万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $284.38万 | 0.34% | 14,830 | -215 | -1.4% | -$4.12万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $276.92万 | 0.33% | 129,401 | 19,814 | 18.1% | $42.40万 | 加仓 |
| TLT | ISHARES TR | $276.06万 | 0.33% | 31,943 | 2,147 | 7.2% | $18.55万 | 加仓 |
| — | CAMBRIA ETF TR | $265.12万 | 0.32% | 74,450 | 2,020 | 2.8% | $7.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $248.99万 | 0.30% | 5,746 | 6 | 0.1% | $2,600 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $238.06万 | 0.29% | 107,816 | 99,576 | 1,208.4% | $219.86万 | 重新持有 |
| AVGO | BROADCOM INC | $237.87万 | 0.29% | 6,297 | 1,148 | 22.3% | $43.37万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $236.08万 | 0.29% | 9,505 | 9,505 | — | $236.08万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $187.17万 | 0.23% | 18,687 | 1,031 | 5.8% | $10.33万 | 加仓 |
| EMB | ISHARES TR | $182.20万 | 0.22% | 18,892 | 1,016 | 5.7% | $9.80万 | 加仓 |
| ES | EVERSOURCE ENERGY | $181.41万 | 0.22% | 25,102 | -634 | -2.5% | -$4.58万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $178.35万 | 0.22% | 7,022 | -1,866 | -21.0% | -$47.39万 | 减仓 |
| TFC | TRUIST FINL CORP | $176.06万 | 0.21% | 35,338 | -764 | -2.1% | -$3.81万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $174.92万 | 0.21% | 24,963 | -563 | -2.2% | -$3.94万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $173.99万 | 0.21% | 5,270 | -27 | -0.5% | -$8,914 | 减仓 |
| LNG | CHENIERE ENERGY INC | $166.90万 | 0.20% | 6,982 | 860 | 14.0% | $20.56万 | 加仓 |
| META | META PLATFORMS INC | $166.62万 | 0.20% | 2,958 | -19 | -0.6% | -$1.07万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $161.98万 | 0.20% | 22,082 | 2,147 | 10.8% | $15.75万 | 加仓 |
| ABBV | ABBVIE INC | $156.05万 | 0.19% | 6,201 | -729 | -10.5% | -$18.34万 | 减仓 |
| AMAT | APPLIED MATLS INC | $154.79万 | 0.19% | 2,141 | -4 | -0.2% | -$2,892 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $154.01万 | 0.19% | 18,975 | -476 | -2.4% | -$3.86万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $147.75万 | 0.18% | 13,689 | -356 | -2.5% | -$3.84万 | 减仓 |
| UL | UNILEVER PLC | $145.21万 | 0.18% | 24,153 | -562 | -2.3% | -$3.38万 | 减仓 |
| EQIX | EQUINIX INC | $140.77万 | 0.17% | 1,350 | -2 | -0.1% | -$2,085 | 减仓 |
| DTE | DTE ENERGY CO | $140.42万 | 0.17% | 9,215 | -220 | -2.3% | -$3.35万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $139.50万 | 0.17% | 18,286 | -483 | -2.6% | -$3.68万 | 减仓 |
| HPQ | HP INC | $138.53万 | 0.17% | 63,139 | -1,873 | -2.9% | -$4.11万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $134.83万 | 0.16% | 7,937 | 1,217 | 18.1% | $20.67万 | 加仓 |
| IQV | IQVIA HLDGS INC | $126.12万 | 0.15% | 6,527 | -56 | -0.9% | -$1.08万 | 减仓 |
| OKE | ONEOK INC NEW | $125.30万 | 0.15% | 14,412 | -7,618 | -34.6% | -$66.23万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $125.21万 | 0.15% | 70,619 | -1,525 | -2.1% | -$2.70万 | 减仓 |
| COPX | GLOBAL X FDS | $124.09万 | 0.15% | 16,122 | 16,122 | — | $124.09万 | 新建仓 |
| BAC | BANK OF AMER CORP | $123.22万 | 0.15% | 21,625 | -68 | -0.3% | -$3,875 | 减仓 |
| CVX | CHEVRON CORPORATION | $122.36万 | 0.15% | 7,381 | -194 | -2.6% | -$3.22万 | 减仓 |
| C | CITIGROUP INC | $122.33万 | 0.15% | 8,740 | -166 | -1.9% | -$2.32万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $115.52万 | 0.14% | 5,758 | -22 | -0.4% | -$4,414 | 减仓 |
| MO | ALTRIA GROUP INC | $113.21万 | 0.14% | 15,735 | 15,735 | — | $113.21万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $111.06万 | 0.13% | 3,135 | -2 | -0.1% | -$709 | 减仓 |
| LOW | LOWES COS INC | $110.79万 | 0.13% | 5,024 | -17 | -0.3% | -$3,749 | 减仓 |
| LLY | ELI LILLY & CO | $110.11万 | 0.13% | 918 | -3 | -0.3% | -$3,598 | 减仓 |
| HD | HOME DEPOT INC | $109.12万 | 0.13% | 3,094 | -5 | -0.2% | -$1,763 | 减仓 |
| KEY | KEYCORP | $108.61万 | 0.13% | 47,121 | -1,136 | -2.4% | -$2.62万 | 减仓 |