13F 机构持仓

ARVEST INVESTMENTS, INC.

LOWELL AR · SEC CIK 0001025038

2026Q22026Q1 更早 9 个季度 🔒
$7.33亿2026Q1 申报市值
199持仓数
40.5%前十大占比 · 第一大 7.9%
19 / 35新建仓 / 清仓
申报市值走势$8.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VEA 7.9%
RSP 6.8%
GIGB 4.7%
JMBS 3.7%
IVV 3.3%
CMBS 3.1%
MBB 2.8%
VWO 2.8%
VOE 2.8%
GSLC 2.6%

2026Q1 买入最多 按季末市值估算

BONDBLOXX ETF TR 新建仓+$601.58万
IGV 新建仓+$437.75万
FTGC 加仓+$344.16万
IEF 加仓+$266.28万
PANW 新建仓+$255.15万

2026Q1 卖出最多 按季末市值估算

SHY 清仓-$574.73万
IVW 减仓-$433.67万
IWD 减仓-$261.11万
SDVY 减仓-$259.10万
SSGA ACTIVE TR 清仓-$242.80万

2026Q1 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
SHY ISHARES TR $00.00%0 -69,394-100.0% -$574.73万 清仓
— SSGA ACTIVE TR $00.00%0 -56,055-100.0% -$242.80万 清仓
SLV ISHARES SILVER TR $00.00%0 -21,916-100.0% -$141.18万 清仓
PPLT ABRDN PLATINUM ETF TRUST $00.00%0 -6,603-100.0% -$123.10万 清仓
PALL ABRDN PALLADIUM ETF TRUST $00.00%0 —— — 申报中断
ADBE ADOBE INC $00.00%0 -923-100.0% -$32.30万 清仓
FISV FISERV INC $00.00%0 -1,155-100.0% -$7.76万 清仓
IEMG ISHARES INC $00.00%0 -324-100.0% -$2.18万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 -25-100.0% -$2,212 清仓
SLYV SPDR SERIES TRUST $00.00%0 0— — 清仓
KRE SPDR SERIES TRUST $00.00%0 0— — 清仓
SONY SONY GROUP CORP $00.00%0 0— — 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 0— — 清仓
OC OWENS CORNING NEW $00.00%0 0— — 清仓
FG F&G ANNUITIES & LIFE INC $00.00%0 0— — 清仓
DHR DANAHER CORPORATION $00.00%0 0— — 清仓
LH LABCORP HOLDINGS INC $00.00%0 0— — 清仓
SYK STRYKER CORPORATION $00.00%0 0— — 清仓
AYI ACUITY INC $00.00%0 0— — 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 0— — 清仓
MDT MEDTRONIC PLC $00.00%0 0— — 清仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 0— — 清仓
MKL MARKEL GROUP INC $00.00%0 0— — 清仓
JCI JOHNSON CTLS INTL PLC $00.00%0 0— — 清仓
ALC ALCON AG $00.00%0 0— — 清仓
KEX KIRBY CORP $00.00%0 0— — 清仓
VTI VANGUARD INDEX FDS $00.00%0 0— — 清仓
URNM SPROTT FDS TR $00.00%0 0— — 清仓
CSCO CISCO SYS INC $00.00%0 0— — 清仓
J JACOBS SOLUTIONS INC $00.00%0 0— — 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 0— — 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 0— — 清仓
NKE NIKE INC $00.00%0 —— — 申报中断
SDY SPDR SERIES TRUST $00.00%0 0— — 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 0— — 清仓
TER TERADYNE INC $00.00%0 0— — 清仓
ADI ANALOG DEVICES INC $00.00%0 0— — 清仓
DVY ISHARES TR $1510.00%1 -355-99.7% -$5.36万 减仓
FNDX SCHWAB STRATEGIC TR $4170.00%15 00.0% — 不变
XLE SELECT SECTOR SPDR TR $1,2860.00%21 21— $1,286 新建仓
MICC MAGNUM ICE CREAM CO NV $1,6690.00%114 00.0% — 不变
CCL CARNIVAL CORP $2,6520.00%102 00.0% — 不变
VO VANGUARD INDEX FDS $3,1580.00%11 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $3,1880.00%63 00.0% — 不变
XLP SELECT SECTOR SPDR TR $4,1800.00%51 00.0% — 不变
CGGR CAPITAL GROUP GROWTH ETF $4,6210.00%115 00.0% — 不变
VB VANGUARD INDEX FDS $5,7620.00%22 00.0% — 不变
MTUM ISHARES TR $7,4390.00%31 31— $7,439 新建仓
XLY SELECT SECTOR SPDR TR $7,6320.00%70 00.0% — 不变
BND VANGUARD BD INDEX FDS $1.02万0.00%139 00.0% — 不变
AGG ISHARES TR $1.03万0.00%104 -6,386-98.4% -$63.39万 减仓
VOO VANGUARD INDEX FDS $1.08万0.00%18 00.0% — 不变
XLV SELECT SECTOR SPDR TR $1.23万0.00%84 -144-63.2% -$2.11万 减仓
NSC NORFOLK SOUTHN CORP $1.44万0.00%50 00.0% — 不变
CGGO CAPITAL GROUP GBL GROWTH EQT $1.47万0.00%442 00.0% — 不变
XLK SELECT SECTOR SPDR TR $1.49万0.00%112 00.0% — 不变
CGUS CAPITAL GROUP CORE EQUITY ET $1.57万0.00%409 00.0% — 不变
— VIRTUS ETF TR II $2.02万0.00%849 00.0% — 不变
CGCP CAPITAL GRP FIXED INCM ETF T $2.56万0.00%1,145 00.0% — 不变
CGCB CAPITAL GRP FIXED INCM ETF T $2.56万0.00%976 00.0% — 不变
VTV VANGUARD INDEX FDS $2.59万0.00%132 00.0% — 不变
KMI KINDER MORGAN INC DEL $3.35万0.00%1,000 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $3.74万0.01%1,576 1,576— $3.74万 新建仓
VUG VANGUARD INDEX FDS $4.28万0.01%98 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE $4.39万0.01%1,033 00.0% — 不变
CGDG CAPITAL GROUP DIVIDEND GROWE $4.77万0.01%1,330 00.0% — 不变
CFR CULLEN FROST BANKERS INC $4.80万0.01%349 20.6% $275 加仓
AOR ISHARES TR $5.68万0.01%883 00.0% — 不变
CGBL CAPITAL GROUP CORE BALANCED $6.07万0.01%1,765 00.0% — 不变
DWX SPDR INDEX SHS FDS $16.02万0.02%3,513 -77-2.1% -$3,512 减仓
FNF FIDELITY NATL FINL INC $18.79万0.03%4,052 -185-4.4% -$8,580 减仓
SPY STATE STR SPDR S&P 500 ETF T $24.06万0.03%370 -706-65.6% -$45.91万 减仓
ISRG INTUITIVE SURGICAL INC $24.57万0.03%533 -1-0.2% -$461 减仓
PYPL PAYPAL HLDGS INC $24.95万0.03%5,517 1,55539.2% $7.03万 加仓
TBLL INVESCO EXCH TRADED FD TR II $26.37万0.04%2,498 -9,314-78.9% -$98.31万 减仓
DIS DISNEY WALT CO $28.67万0.04%2,975 2,975— $28.67万 新建仓
V VISA INC $30.07万0.04%995 995— $30.07万 新建仓
WFC WELLS FARGO & CO $30.55万0.04%3,837 -12-0.3% -$955 减仓
GE GE AEROSPACE $31.36万0.04%1,105 -4-0.4% -$1,135 减仓
MSI MOTOROLA SOLUTIONS INC $31.85万0.04%734 11719.0% $5.08万 加仓
NTAP NETAPP INC $33.78万0.05%3,299 3,299— $33.78万 新建仓
IWM ISHARES TR $34.00万0.05%1,371 -413-23.2% -$10.24万 减仓
CAG CONAGRA BRANDS INC $35.42万0.05%22,533 -555-2.4% -$8,725 减仓
KR KROGER CO $35.51万0.05%4,907 4,907— $35.51万 新建仓
CAT CATERPILLAR INC $37.05万0.05%523 523— $37.05万 新建仓
BBY BEST BUY INC $37.55万0.05%5,849 -133-2.2% -$8,539 减仓
DTD WISDOMTREE TR $38.62万0.05%4,471 -112-2.4% -$9,674 减仓
DXCM DEXCOM INC $38.82万0.05%6,181 6,181— $38.82万 新建仓
BSX BOSTON SCIENTIFIC CORP $39.76万0.05%6,336 3,353112.4% $21.04万 加仓
ORCL ORACLE CORP $40.21万0.05%2,733 26110.6% $3.84万 加仓
DOC HEALTHPEAK PROPERTIES INC $40.22万0.05%24,482 -692-2.7% -$1.14万 减仓
IWD ISHARES TR $40.38万0.06%1,889 -12,215-86.6% -$261.11万 减仓
BMY BRISTOL-MYERS SQUIBB CO $42.04万0.06%6,931 -133-1.9% -$8,067 减仓
UNP UNION PAC CORP $43.66万0.06%1,799 -4,586-71.8% -$111.31万 减仓
TXN TEXAS INSTRS INC $44.11万0.06%2,272 -32-1.4% -$6,212 减仓
MDLZ MONDELEZ INTL INC $47.87万0.07%8,305 1,78527.4% $10.29万 加仓
UBER UBER TECHNOLOGIES INC $47.98万0.07%6,670 6,670— $47.98万 新建仓
IVZ INVESCO LTD $48.76万0.07%20,075 -513-2.5% -$1.25万 减仓
VZ VERIZON COMMUNICATIONS INC $50.75万0.07%10,110 -191-1.9% -$9,589 减仓
CVS CVS HEALTH CORP $50.76万0.07%7,068 7,068— $50.76万 新建仓