13F 机构持仓

ARVEST INVESTMENTS, INC.

LOWELL AR · SEC CIK 0001025038

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.1%
RSP 7.1%
GIGB 4.9%
JMBS 3.5%
IVV 3.1%
CMBS 2.9%
VWO 2.8%
VOE 2.7%
GSLC 2.7%
GEM 2.6%

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
IEI ISHARES TR $00.00%0 -94,147-100.0% -$1,116.59万 清仓
— INVESCO INDIA EXCHANGE-TRADE $00.00%0 -197,842-100.0% -$406.17万 清仓
EOG EOG RES INC $00.00%0 -10,191-100.0% -$147.33万 清仓
ATO ATMOS ENERGY CORP $00.00%0 -5,641-100.0% -$104.20万 清仓
CRM SALESFORCE INC $00.00%0 -5,242-100.0% -$97.86万 清仓
KDP KEURIG DR PEPPER INC $00.00%0 -27,273-100.0% -$71.81万 清仓
CAG CONAGRA BRANDS INC $00.00%0 -22,533-100.0% -$35.42万 清仓
TBLL INVESCO EXCH TRADED FD TR II $00.00%0 -2,498-100.0% -$26.37万 清仓
— VIRTUS ETF TR II $00.00%0 -849-100.0% -$2.02万 清仓
CCL CARNIVAL CORP $00.00%0 -102-100.0% -$2,652 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 0— — 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 0— — 清仓
WSO WATSCO INC $00.00%0 0— — 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 0— — 清仓
CME CME GROUP INC $00.00%0 0— — 清仓
PWR QUANTA SVCS INC $00.00%0 0— — 清仓
SNA SNAP ON INC $00.00%0 0— — 清仓
VRSK VERISK ANALYTICS INC $00.00%0 0— — 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 0— — 清仓
VGT VANGUARD WORLD FD $00.00%0 0— — 清仓
SYK STRYKER CORPORATION $00.00%0 0— — 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 0— — 清仓
VPU VANGUARD WORLD FD $00.00%0 0— — 清仓
FAST FASTENAL CO $00.00%0 0— — 清仓
STE STERIS PLC $00.00%0 0— — 清仓
CTAS CINTAS CORP $00.00%0 0— — 清仓
WEC WEC ENERGY GROUP INC $00.00%0 0— — 清仓
TRI THOMSON REUTERS CORP $00.00%0 0— — 清仓
NDAQ NASDAQ INC $00.00%0 0— — 清仓
INTU INTUIT $00.00%0 0— — 清仓
AWK AMERICAN WTR WKS CO INC NEW $00.00%0 0— — 清仓
RSG REPUBLIC SVCS INC $00.00%0 0— — 清仓
PFF ISHARES TR $00.00%0 0— — 清仓
SPGI S&P GLOBAL INC $00.00%0 0— — 清仓
KO COCA COLA CO $00.00%0 0— — 清仓
CTVA CORTEVA INC $00.00%0 0— — 清仓
SMH VANECK ETF TRUST $00.00%0 0— — 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 0— — 清仓
MGK VANGUARD WORLD FD $00.00%0 0— — 清仓
TMUS T-MOBILE US INC $00.00%0 0— — 清仓
CASY CASEYS GEN STORES INC $00.00%0 0— — 清仓
QCOM QUALCOMM INC $00.00%0 0— — 清仓
MKC MCCORMICK & CO INC $00.00%0 0— — 清仓
APH AMPHENOL CORP $00.00%0 0— — 清仓
DVY ISHARES TR $1560.00%1 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $4660.00%15 00.0% — 不变
XLE SELECT SECTOR SPDR TR $1,1150.00%21 00.0% — 不变
EFG ISHARES TR $1,6170.00%13 13— $1,617 新建仓
EFV ISHARES TR $1,6840.00%22 22— $1,684 新建仓
MICC MAGNUM ICE CREAM CO NV $1,9850.00%114 00.0% — 不变
IAGG ISHARES TR $2,2260.00%44 44— $2,226 新建仓
IEFA ISHARES TR $2,6070.00%27 27— $2,607 新建仓
OEF ISHARES TR $2,9260.00%8 8— $2,926 新建仓
CCL CARNIVAL CORP LTD $2,9270.00%102 102— $2,927 新建仓
JPST J P MORGAN EXCHANGE TRADED F $3,1850.00%63 00.0% — 不变
IWS ISHARES TR $3,2920.00%20 20— $3,292 新建仓
VO VANGUARD INDEX FDS $3,5450.00%44 00.0% — 不变
IWR ISHARES TR $3,9710.00%36 36— $3,971 新建仓
VEU VANGUARD INTL EQUITY INDEX F $4,0200.00%48 48— $4,020 新建仓
USHY ISHARES TR $4,1460.00%112 112— $4,146 新建仓
XLP SELECT SECTOR SPDR TR $4,2360.00%51 00.0% — 不变
IUSV ISHARES TR $4,4060.00%40 40— $4,406 新建仓
IWP ISHARES TR $4,8310.00%33 33— $4,831 新建仓
CGGR CAPITAL GROUP GROWTH ETF $5,4280.00%115 00.0% — 不变
VB VANGUARD INDEX FDS $6,6680.00%22 00.0% — 不变
VV VANGUARD INDEX FDS $6,8780.00%20 20— $6,878 新建仓
XLY SELECT SECTOR SPDR TR $8,2140.00%70 00.0% — 不变
MTUM ISHARES TR $1.06万0.00%31 00.0% — 不变
IUSB ISHARES TR $1.23万0.00%267 267— $1.23万 新建仓
VOO VANGUARD INDEX FDS $1.24万0.00%18 00.0% — 不变
AGG ISHARES TR $1.26万0.00%127 2322.1% $2,276 加仓
XLV SELECT SECTOR SPDR TR $1.33万0.00%84 00.0% — 不变
BND VANGUARD BD INDEX FDS $1.48万0.00%202 6345.3% $4,625 加仓
NSC NORFOLK SOUTHN CORP $1.57万0.00%50 00.0% — 不变
CGUS CAPITAL GROUP CORE EQUITY ET $1.82万0.00%409 00.0% — 不变
CGGO CAPITAL GROUP GBL GROWTH EQT $1.87万0.00%442 00.0% — 不变
PSX PHILLIPS 66 $1.98万0.00%117 117— $1.98万 新建仓
XLK SELECT SECTOR SPDR TR $2.13万0.00%112 00.0% — 不变
CGCP CAPITAL GRP FIXED INCM ETF T $2.55万0.00%1,145 00.0% — 不变
CGCB CAPITAL GRP FIXED INCM ETF T $2.56万0.00%976 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE $2.64万0.00%536 -497-48.1% -$2.45万 减仓
VTV VANGUARD INDEX FDS $3.09万0.00%142 107.6% $2,179 加仓
KMI KINDER MORGAN INC DEL $3.20万0.00%1,000 00.0% — 不变
CGDG CAPITAL GROUP DIVIDEND GROWE $4.99万0.01%1,330 00.0% — 不变
CFR CULLEN FROST BANKERS INC $5.45万0.01%352 30.9% $464 加仓
VUG VANGUARD INDEX FDS $5.48万0.01%636 488.2% $4,135 加仓
— FIRST TR EXCHNG TRADED FD VI $6.01万0.01%2,035 45929.1% $1.36万 加仓
AOR ISHARES TR $6.14万0.01%883 00.0% — 不变
CGBL CAPITAL GROUP CORE BALANCED $6.70万0.01%1,765 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $13.48万0.02%3,159 -3,177-50.1% -$13.56万 减仓
DWX SPDR INDEX SHS FDS $16.50万0.02%3,590 772.2% $3,539 加仓
FNF FIDELITY NATL FINL INC $18.47万0.02%3,917 -135-3.3% -$6,367 减仓
ISRG INTUITIVE SURGICAL INC $21.16万0.03%532 -1-0.2% -$398 减仓
ACN ACCENTURE PLC IRELAND $23.48万0.03%1,887 -2,267-54.6% -$28.21万 减仓
PYPL PAYPAL HLDGS INC $24.41万0.03%5,653 1362.5% $5,872 加仓
ALB ALBEMARLE CORP $25.87万0.03%1,916 1,916— $25.87万 新建仓
KR KROGER CO $27.04万0.03%4,869 -38-0.8% -$2,110 减仓
SPY STATE STR SPDR S&P 500 ETF T $27.63万0.03%370 00.0% — 不变
DIS DISNEY WALT CO $28.51万0.03%2,962 -13-0.4% -$1,251 减仓
MSI MOTOROLA SOLUTIONS INC $30.11万0.04%725 -9-1.2% -$3,738 减仓