ARVEST INVESTMENTS, INC.
LOWELL AR · SEC CIK 0001025038
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $599.98万 | 0.82% | 48,276 | -8,654 | -15.2% | -$107.55万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $601.58万 | 0.82% | 122,040 | 122,040 | — | $601.58万 | 新建仓 |
| AMZN | AMAZON COM INC | $605.27万 | 0.83% | 29,062 | 6,395 | 28.2% | $133.19万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $628.51万 | 0.86% | 92,048 | 2,083 | 2.3% | $14.22万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $690.16万 | 0.94% | 259,361 | 17,068 | 7.0% | $45.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $696.83万 | 0.95% | 18,824 | 4,958 | 35.8% | $183.54万 | 加仓 |
| AAPL | APPLE INC | $698.26万 | 0.95% | 27,513 | 2,592 | 10.4% | $65.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $698.74万 | 0.95% | 23,753 | -194 | -0.8% | -$5.71万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $717.39万 | 0.98% | 198,284 | -885 | -0.4% | -$3.20万 | 减仓 |
| SCZ | ISHARES TR | $741.59万 | 1.01% | 94,578 | -687 | -0.7% | -$5.39万 | 减仓 |
| GOOGL | ALPHABET INC | $744.80万 | 1.02% | 25,900 | 745 | 3.0% | $21.42万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $780.11万 | 1.06% | 197,847 | -65,711 | -24.9% | -$259.10万 | 减仓 |
| AGZ | ISHARES TR | $860.65万 | 1.17% | 78,447 | -10,823 | -12.1% | -$118.74万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $892.74万 | 1.22% | 29,536 | -116 | -0.4% | -$3.51万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $922.90万 | 1.26% | 120,577 | -8,411 | -6.5% | -$64.38万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $956.30万 | 1.30% | 15,505 | -642 | -4.0% | -$39.60万 | 减仓 |
| EFA | ISHARES TR | $959.92万 | 1.31% | 98,828 | -3,642 | -3.6% | -$35.37万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1,081.39万 | 1.47% | 376,660 | 119,876 | 46.7% | $344.16万 | 加仓 |
| IEI | ISHARES TR | $1,116.59万 | 1.52% | 94,147 | 5,219 | 5.9% | $61.90万 | 加仓 |
| TLH | ISHARES TR | $1,203.59万 | 1.64% | 119,499 | 24,911 | 26.3% | $250.90万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,232.29万 | 1.68% | 47,883 | 4,113 | 9.4% | $105.85万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $1,383.59万 | 1.89% | 615,200 | 57,259 | 10.3% | $128.78万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $1,457.34万 | 1.99% | 344,037 | -22,680 | -6.2% | -$96.07万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,545.15万 | 2.11% | 71,122 | -237 | -0.3% | -$5.15万 | 减仓 |
| IEF | ISHARES TR | $1,783.65万 | 2.43% | 186,886 | 27,900 | 17.5% | $266.28万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $1,798.10万 | 2.45% | 416,226 | 6,263 | 1.5% | $27.06万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,871.09万 | 2.55% | 149,531 | 5,458 | 3.8% | $68.30万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,043.48万 | 2.79% | 110,890 | 261 | 0.2% | $4.81万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,058.75万 | 2.81% | 380,896 | 5,740 | 1.5% | $31.02万 | 加仓 |
| MBB | ISHARES TR | $2,087.60万 | 2.85% | 219,863 | -5,985 | -2.7% | -$56.83万 | 减仓 |
| CMBS | ISHARES TR | $2,266.54万 | 3.09% | 465,122 | 26,928 | 6.1% | $131.22万 | 加仓 |
| IVV | ISHARES TR | $2,450.30万 | 3.34% | 37,511 | 1,767 | 4.9% | $115.42万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $2,730.38万 | 3.72% | 604,333 | -4,155 | -0.7% | -$18.77万 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $3,415.01万 | 4.66% | 745,634 | 47,452 | 6.8% | $217.33万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,008.78万 | 6.83% | 260,982 | -1,552 | -0.6% | -$29.79万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,768.90万 | 7.87% | 900,266 | 38,796 | 4.5% | $248.60万 | 加仓 |