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
ATO ATMOS ENERGY CORP $104.20万0.14%5,641 -142-2.5% -$2.62万 减仓
HD HOME DEPOT INC $101.92万0.14%3,099 82036.0% $26.97万 加仓
C CITIGROUP INC $101.00万0.14%8,906 -199-2.2% -$2.26万 减仓
IP INTERNATIONAL PAPER CO $100.99万0.14%28,288 -499-1.7% -$1.78万 减仓
CRM SALESFORCE INC $97.86万0.13%5,242 1,19629.6% $22.33万 加仓
KEY KEYCORP $96.76万0.13%48,257 -1,042-2.1% -$2.09万 减仓
NRG NRG ENERGY INC $96.53万0.13%6,605 -721-9.8% -$10.54万 减仓
PFE PFIZER INC $90.14万0.12%32,100 -649-2.0% -$1.82万 减仓
F FORD MTR CO $88.53万0.12%76,719 -1,811-2.3% -$2.09万 减仓
OMC OMNICOM GROUP INC $85.77万0.12%11,389 -15,101-57.0% -$113.73万 减仓
LLY ELI LILLY & CO $84.71万0.12%921 -46-4.8% -$4.23万 减仓
ANET ARISTA NETWORKS INC $82.51万0.11%6,720 2,50359.4% $30.73万 加仓
HRL HORMEL FOODS CORP $82.44万0.11%36,396 -1,844-4.8% -$4.18万 减仓
ACN ACCENTURE PLC IRELAND $82.37万0.11%4,154 -15-0.4% -$2,974 减仓
NEE NEXTERA ENERGY INC $79.40万0.11%8,549 -216-2.5% -$2.01万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $77.29万0.11%1,613 -2-0.1% -$958 减仓
TROW PRICE T ROWE GROUP INC $75.81万0.10%8,410 -151-1.8% -$1.36万 减仓
AXP AMERICAN EXPRESS CO $74.95万0.10%2,478 -28-1.1% -$8,469 减仓
PNW PINNACLE WEST CAP CORP $74.92万0.10%7,436 -149-2.0% -$1.50万 减仓
AMAT APPLIED MATLS INC $73.31万0.10%2,145 -1,630-43.2% -$55.71万 减仓
CPB THE CAMPBELLS COMPANY $73.01万0.10%32,782 -691-2.1% -$1.54万 减仓
KDP KEURIG DR PEPPER INC $71.81万0.10%27,273 -671-2.4% -$1.77万 减仓
CBOE CBOE GLOBAL MKTS INC $66.64万0.09%2,371 -54-2.2% -$1.52万 减仓
AES AES CORP $65.70万0.09%46,626 -1,343-2.8% -$1.89万 减仓
PKG PACKAGING CORP AMER $64.92万0.09%3,059 -59-1.9% -$1.25万 减仓
ETN EATON CORP PLC $58.98万0.08%1,649 80094.2% $28.61万 加仓
T AT&T INC $58.81万0.08%20,286 -608-2.9% -$1.76万 减仓
IWF ISHARES TR $58.04万0.08%1,361 846.6% $3.58万 加仓
NFLX NETFLIX INC. $57.18万0.08%5,947 5,947— $57.18万 新建仓
RTX RTX CORPORATION $56.52万0.08%2,930 -52-1.7% -$1.00万 减仓
ARES ARES MANAGEMENT CORPORATION $56.28万0.08%5,159 5,159— $56.28万 新建仓
AEP AMERICAN ELEC PWR CO INC $55.74万0.08%4,252 -106-2.4% -$1.39万 减仓
MA MASTERCARD INCORPORATED $55.46万0.08%1,110 27132.3% $13.54万 加仓
EXC EXELON CORP $53.94万0.07%11,004 -263-2.3% -$1.29万 减仓
NVS NOVARTIS AG $51.69万0.07%3,384 -78-2.3% -$1.19万 减仓
COST COSTCO WHOLESALE CORPORATION $51.02万0.07%512 30.6% $2,989 加仓
CVS CVS HEALTH CORP $50.76万0.07%7,068 7,068— $50.76万 新建仓
VZ VERIZON COMMUNICATIONS INC $50.75万0.07%10,110 -191-1.9% -$9,589 减仓
IVZ INVESCO LTD $48.76万0.07%20,075 -513-2.5% -$1.25万 减仓
UBER UBER TECHNOLOGIES INC $47.98万0.07%6,670 6,670— $47.98万 新建仓
MDLZ MONDELEZ INTL INC $47.87万0.07%8,305 1,78527.4% $10.29万 加仓
TXN TEXAS INSTRS INC $44.11万0.06%2,272 -32-1.4% -$6,212 减仓
UNP UNION PAC CORP $43.66万0.06%1,799 -4,586-71.8% -$111.31万 减仓
BMY BRISTOL-MYERS SQUIBB CO $42.04万0.06%6,931 -133-1.9% -$8,067 减仓
IWD ISHARES TR $40.38万0.06%1,889 -12,215-86.6% -$261.11万 减仓
DOC HEALTHPEAK PROPERTIES INC $40.22万0.05%24,482 -692-2.7% -$1.14万 减仓
ORCL ORACLE CORP $40.21万0.05%2,733 26110.6% $3.84万 加仓
BSX BOSTON SCIENTIFIC CORP $39.76万0.05%6,336 3,353112.4% $21.04万 加仓
DXCM DEXCOM INC $38.82万0.05%6,181 6,181— $38.82万 新建仓
DTD WISDOMTREE TR $38.62万0.05%4,471 -112-2.4% -$9,674 减仓
BBY BEST BUY INC $37.55万0.05%5,849 -133-2.2% -$8,539 减仓
CAT CATERPILLAR INC $37.05万0.05%523 523— $37.05万 新建仓
KR KROGER CO $35.51万0.05%4,907 4,907— $35.51万 新建仓
CAG CONAGRA BRANDS INC $35.42万0.05%22,533 -555-2.4% -$8,725 减仓
IWM ISHARES TR $34.00万0.05%1,371 -413-23.2% -$10.24万 减仓
NTAP NETAPP INC $33.78万0.05%3,299 3,299— $33.78万 新建仓
MSI MOTOROLA SOLUTIONS INC $31.85万0.04%734 11719.0% $5.08万 加仓
GE GE AEROSPACE $31.36万0.04%1,105 -4-0.4% -$1,135 减仓
WFC WELLS FARGO & CO $30.55万0.04%3,837 -12-0.3% -$955 减仓
V VISA INC $30.07万0.04%995 995— $30.07万 新建仓
DIS DISNEY WALT CO $28.67万0.04%2,975 2,975— $28.67万 新建仓
TBLL INVESCO EXCH TRADED FD TR II $26.37万0.04%2,498 -9,314-78.9% -$98.31万 减仓
PYPL PAYPAL HLDGS INC $24.95万0.03%5,517 1,55539.2% $7.03万 加仓
ISRG INTUITIVE SURGICAL INC $24.57万0.03%533 -1-0.2% -$461 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
FNF FIDELITY NATL FINL INC $18.79万0.03%4,052 -185-4.4% -$8,580 减仓
DWX SPDR INDEX SHS FDS $16.02万0.02%3,513 -77-2.1% -$3,512 减仓
CGBL CAPITAL GROUP CORE BALANCED $6.07万0.01%1,765 00.0% — 不变
AOR ISHARES TR $5.68万0.01%883 00.0% — 不变
CFR CULLEN FROST BANKERS INC $4.80万0.01%349 20.6% $275 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $4.77万0.01%1,330 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE $4.39万0.01%1,033 00.0% — 不变
VUG VANGUARD INDEX FDS $4.28万0.01%98 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
KMI KINDER MORGAN INC DEL $3.35万0.00%1,000 00.0% — 不变
VTV VANGUARD INDEX FDS $2.59万0.00%132 00.0% — 不变
CGCB CAPITAL GRP FIXED INCM ETF T $2.56万0.00%976 00.0% — 不变
CGCP CAPITAL GRP FIXED INCM ETF T $2.56万0.00%1,145 00.0% — 不变
— VIRTUS ETF TR II $2.02万0.00%849 00.0% — 不变
CGUS CAPITAL GROUP CORE EQUITY ET $1.57万0.00%409 00.0% — 不变
XLK SELECT SECTOR SPDR TR $1.49万0.00%112 00.0% — 不变
CGGO CAPITAL GROUP GBL GROWTH EQT $1.47万0.00%442 00.0% — 不变
NSC NORFOLK SOUTHN CORP $1.44万0.00%50 00.0% — 不变
XLV SELECT SECTOR SPDR TR $1.23万0.00%84 -144-63.2% -$2.11万 减仓
VOO VANGUARD INDEX FDS $1.08万0.00%18 00.0% — 不变
AGG ISHARES TR $1.03万0.00%104 -6,386-98.4% -$63.39万 减仓
BND VANGUARD BD INDEX FDS $1.02万0.00%139 00.0% — 不变
XLY SELECT SECTOR SPDR TR $7,6320.00%70 00.0% — 不变
MTUM ISHARES TR $7,4390.00%31 31— $7,439 新建仓
VB VANGUARD INDEX FDS $5,7620.00%22 00.0% — 不变
CGGR CAPITAL GROUP GROWTH ETF $4,6210.00%115 00.0% — 不变
XLP SELECT SECTOR SPDR TR $4,1800.00%51 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $3,1880.00%63 00.0% — 不变
VO VANGUARD INDEX FDS $3,1580.00%11 00.0% — 不变
CCL CARNIVAL CORP $2,6520.00%102 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $1,6690.00%114 00.0% — 不变
XLE SELECT SECTOR SPDR TR $1,2860.00%21 21— $1,286 新建仓
FNDX SCHWAB STRATEGIC TR $4170.00%15 00.0% — 不变
DVY ISHARES TR $1510.00%1 -355-99.7% -$5.36万 减仓
SHY ISHARES TR $00.00%0 -69,394-100.0% -$574.73万 清仓