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
WFC WELLS FARGO & CO $31.55万0.04%3,818 -19-0.5% -$1,570 减仓
PLTR PALANTIR TECHNOLOGIES INC $32.36万0.04%2,774 2,774— $32.36万 新建仓
UNH UNITEDHEALTH GROUP INC $33.13万0.04%797 797— $33.13万 新建仓
V VISA INC $33.97万0.04%990 -5-0.5% -$1,715 减仓
DVN DEVON ENERGY CORP NEW $35.99万0.04%8,711 8,711— $35.99万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $39.22万0.05%6,805 -126-1.8% -$7,261 减仓
IWM ISHARES TR $39.87万0.05%1,327 -44-3.2% -$1.32万 减仓
ORCL ORACLE CORP $40.02万0.05%2,731 -2-0.1% -$293 减仓
DTD WISDOMTREE TR $40.82万0.05%4,377 -94-2.1% -$8,767 减仓
T AT&T INC $40.88万0.05%19,748 -538-2.7% -$1.11万 减仓
CBOE CBOE GLOBAL MKTS INC $40.99万0.05%1,689 -682-28.8% -$16.55万 减仓
GE GE AEROSPACE $41.37万0.05%1,107 20.2% $747 加仓
DXCM DEXCOM INC $41.66万0.05%6,185 40.1% $269 加仓
VZ VERIZON COMMUNICATIONS INC $41.95万0.05%9,908 -202-2.0% -$8,553 减仓
NFLX NETFLIX INC. $42.47万0.05%5,948 10.0% $71 加仓
BBY BEST BUY INC $43.08万0.05%5,678 -171-2.9% -$1.30万 减仓
SWKS SKYWORKS SOLUTIONS INC $43.59万0.05%6,429 6,429— $43.59万 新建仓
COST COSTCO WHOLESALE CORPORATION $47.62万0.06%509 -3-0.6% -$2,806 减仓
MDLZ MONDELEZ INTL INC $47.80万0.06%8,265 -40-0.5% -$2,314 减仓
SWK STANLEY BLACK & DECKER INC $48.08万0.06%5,108 5,108— $48.08万 新建仓
UBER UBER TECHNOLOGIES INC $48.08万0.06%6,663 -7-0.1% -$505 减仓
UNP UNION PAC CORP $48.98万0.06%1,800 10.1% $272 加仓
IWD ISHARES TR $49.20万0.06%2,029 1407.4% $3.39万 加仓
EXC EXELON CORP $49.95万0.06%10,714 -290-2.6% -$1.35万 减仓
DOC HEALTHPEAK PROPERTIES INC $50.74万0.06%23,712 -770-3.1% -$1.65万 减仓
NTAP NETAPP INC $51.13万0.06%3,304 50.2% $774 加仓
IVZ INVESCO LTD $51.55万0.06%19,535 -540-2.7% -$1.43万 减仓
NVS NOVARTIS AG $51.94万0.06%3,314 -70-2.1% -$1.10万 减仓
MCD MCDONALDS CORP $52.26万0.06%1,933 -2,627-57.6% -$71.03万 减仓
RTX RTX CORPORATION $55.38万0.07%2,919 -11-0.4% -$2,087 减仓
CAT CATERPILLAR INC $56.44万0.07%530 71.3% $7,454 加仓
MA MASTERCARD INCORPORATED $56.65万0.07%1,103 -7-0.6% -$3,595 减仓
AEP AMERICAN ELEC PWR CO INC $56.76万0.07%4,149 -103-2.4% -$1.41万 减仓
ARES ARES MANAGEMENT CORPORATION $57.10万0.07%5,130 -29-0.6% -$3,228 减仓
HONA HONEYWELL AEROSPACE INC $59.40万0.07%2,687 2,687— $59.40万 新建仓
HON HONEYWELL INTL INC $60.16万0.07%2,687 -2,734-50.4% -$61.21万 减仓
PG PROCTER & GAMBLE CO $66.66万0.08%4,546 -4,215-48.1% -$61.81万 减仓
AES AES CORP $66.67万0.08%45,480 -1,146-2.5% -$1.68万 减仓
TXN TEXAS INSTRS INC $66.68万0.08%2,237 -35-1.5% -$1.04万 减仓
ETN EATON CORP PLC $70.44万0.09%1,653 40.2% $1,704 加仓
CPB THE CAMPBELLS COMPANY $70.89万0.09%31,831 -951-2.9% -$2.12万 减仓
PKG PACKAGING CORP AMER $70.96万0.09%2,978 -81-2.6% -$1.93万 减仓
IBM INTERNATIONAL BUSINESS MACHS $71.29万0.09%2,535 -2,101-45.3% -$59.08万 减仓
IWF ISHARES TR $71.38万0.09%5,748 3045.6% $3.77万 加仓
NKE NIKE INC $71.94万0.09%17,524 17,524— $71.94万 新建仓
KMB KIMBERLY-CLARK CORP $73.22万0.09%6,670 6,670— $73.22万 新建仓
CVS CVS HEALTH CORP $73.36万0.09%7,091 230.3% $2,379 加仓
NEE NEXTERA ENERGY INC $73.65万0.09%8,391 -158-1.8% -$1.39万 减仓
PFE PFIZER INC $75.57万0.09%31,383 -717-2.2% -$1.73万 减仓
PNW PINNACLE WEST CAP CORP $77.58万0.09%7,250 -186-2.5% -$1.99万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $80.21万0.10%1,603 -10-0.6% -$5,004 减仓
OMC OMNICOM GROUP INC $80.72万0.10%11,084 -305-2.7% -$2.22万 减仓
COP CONOCOPHILLIPS $82.36万0.10%7,922 40.1% $416 加仓
AXP AMERICAN EXPRESS CO $83.89万0.10%2,480 20.1% $676 加仓
HRL HORMEL FOODS CORP $87.90万0.11%35,415 -981-2.7% -$2.43万 减仓
ECL ECOLAB INC $88.32万0.11%3,170 -1,476-31.8% -$41.12万 减仓
TROW PRICE T ROWE GROUP INC $93.50万0.11%8,224 -186-2.2% -$2.11万 减仓
NRG NRG ENERGY INC $95.45万0.12%6,535 -70-1.1% -$1.02万 减仓
FE FIRSTENERGY CORP $95.66万0.12%20,122 -541-2.6% -$2.57万 减仓
LMT LOCKHEED MARTIN CORP $99.12万0.12%1,945 -55-2.8% -$2.80万 减仓
F FORD MTR CO $104.26万0.13%75,007 -1,712-2.2% -$2.38万 减仓
IP INTERNATIONAL PAPER CO $105.30万0.13%27,639 -649-2.3% -$2.47万 减仓
EIX EDISON INTL $108.30万0.13%14,547 -349-2.3% -$2.60万 减仓
KEY KEYCORP $108.61万0.13%47,121 -1,136-2.4% -$2.62万 减仓
HD HOME DEPOT INC $109.12万0.13%3,094 -5-0.2% -$1,763 减仓
LLY ELI LILLY & CO $110.11万0.13%918 -3-0.3% -$3,598 减仓
LOW LOWES COS INC $110.79万0.13%5,024 -17-0.3% -$3,749 减仓
GD GENERAL DYNAMICS CORP $111.06万0.13%3,135 -2-0.1% -$709 减仓
MO ALTRIA GROUP INC $113.21万0.14%15,735 15,735— $113.21万 新建仓
COF CAPITAL ONE FINL CORP $115.52万0.14%5,758 -22-0.4% -$4,414 减仓
C CITIGROUP INC $122.33万0.15%8,740 -166-1.9% -$2.32万 减仓
CVX CHEVRON CORPORATION $122.36万0.15%7,381 -194-2.6% -$3.22万 减仓
BAC BANK OF AMER CORP $123.22万0.15%21,625 -68-0.3% -$3,875 减仓
COPX GLOBAL X FDS $124.09万0.15%16,122 16,122— $124.09万 新建仓
HBAN HUNTINGTON BANCSHARES INC $125.21万0.15%70,619 -1,525-2.1% -$2.70万 减仓
OKE ONEOK INC NEW $125.30万0.15%14,412 -7,618-34.6% -$66.23万 减仓
IQV IQVIA HLDGS INC $126.12万0.15%6,527 -56-0.9% -$1.08万 减仓
ANET ARISTA NETWORKS INC $134.83万0.16%7,937 1,21718.1% $20.67万 加仓
HPQ HP INC $138.53万0.17%63,139 -1,873-2.9% -$4.11万 减仓
LNT ALLIANT ENERGY CORP $139.50万0.17%18,286 -483-2.6% -$3.68万 减仓
DTE DTE ENERGY CO $140.42万0.17%9,215 -220-2.3% -$3.35万 减仓
EQIX EQUINIX INC $140.77万0.17%1,350 -2-0.1% -$2,085 减仓
UL UNILEVER PLC $145.21万0.18%24,153 -562-2.3% -$3.38万 减仓
PRU PRUDENTIAL FINL INC $147.75万0.18%13,689 -356-2.5% -$3.84万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $154.01万0.19%18,975 -476-2.4% -$3.86万 减仓
AMAT APPLIED MATLS INC $154.79万0.19%2,141 -4-0.2% -$2,892 减仓
ABBV ABBVIE INC $156.05万0.19%6,201 -729-10.5% -$18.34万 减仓
CARR CARRIER GLOBAL CORPORATION $161.98万0.20%22,082 2,14710.8% $15.75万 加仓
META META PLATFORMS INC $166.62万0.20%2,958 -19-0.6% -$1.07万 减仓
LNG CHENIERE ENERGY INC $166.90万0.20%6,982 86014.0% $20.56万 加仓
TRV TRAVELERS COMPANIES INC $173.99万0.21%5,270 -27-0.5% -$8,914 减仓
CFG CITIZENS FINL GROUP INC $174.92万0.21%24,963 -563-2.2% -$3.94万 减仓
TFC TRUIST FINL CORP $176.06万0.21%35,338 -764-2.1% -$3.81万 减仓
JNJ JOHNSON & JOHNSON $178.35万0.22%7,022 -1,866-21.0% -$47.39万 减仓
ES EVERSOURCE ENERGY $181.41万0.22%25,102 -634-2.5% -$4.58万 减仓
EMB ISHARES TR $182.20万0.22%18,892 1,0165.7% $9.80万 加仓
GBIL GOLDMAN SACHS ETF TR $187.17万0.23%18,687 1,0315.8% $10.33万 加仓
CEG CONSTELLATION ENERGY CORP $236.08万0.29%9,505 9,505— $236.08万 新建仓
AVGO BROADCOM INC $237.87万0.29%6,297 1,14822.3% $43.37万 加仓
PALL ABRDN PALLADIUM ETF TRUST $238.06万0.29%107,816 99,5761,208.4% $219.86万 重新持有