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
EIX EDISON INTL $108.30万0.13%14,547 -349-2.3% -$2.60万 减仓
IP INTERNATIONAL PAPER CO $105.30万0.13%27,639 -649-2.3% -$2.47万 减仓
F FORD MTR CO $104.26万0.13%75,007 -1,712-2.2% -$2.38万 减仓
LMT LOCKHEED MARTIN CORP $99.12万0.12%1,945 -55-2.8% -$2.80万 减仓
FE FIRSTENERGY CORP $95.66万0.12%20,122 -541-2.6% -$2.57万 减仓
NRG NRG ENERGY INC $95.45万0.12%6,535 -70-1.1% -$1.02万 减仓
TROW PRICE T ROWE GROUP INC $93.50万0.11%8,224 -186-2.2% -$2.11万 减仓
ECL ECOLAB INC $88.32万0.11%3,170 -1,476-31.8% -$41.12万 减仓
HRL HORMEL FOODS CORP $87.90万0.11%35,415 -981-2.7% -$2.43万 减仓
AXP AMERICAN EXPRESS CO $83.89万0.10%2,480 20.1% $676 加仓
COP CONOCOPHILLIPS $82.36万0.10%7,922 40.1% $416 加仓
OMC OMNICOM GROUP INC $80.72万0.10%11,084 -305-2.7% -$2.22万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $80.21万0.10%1,603 -10-0.6% -$5,004 减仓
PNW PINNACLE WEST CAP CORP $77.58万0.09%7,250 -186-2.5% -$1.99万 减仓
PFE PFIZER INC $75.57万0.09%31,383 -717-2.2% -$1.73万 减仓
NEE NEXTERA ENERGY INC $73.65万0.09%8,391 -158-1.8% -$1.39万 减仓
CVS CVS HEALTH CORP $73.36万0.09%7,091 230.3% $2,379 加仓
KMB KIMBERLY-CLARK CORP $73.22万0.09%6,670 6,670— $73.22万 新建仓
NKE NIKE INC $71.94万0.09%17,524 17,524— $71.94万 新建仓
IWF ISHARES TR $71.38万0.09%5,748 3045.6% $3.77万 加仓
IBM INTERNATIONAL BUSINESS MACHS $71.29万0.09%2,535 -2,101-45.3% -$59.08万 减仓
PKG PACKAGING CORP AMER $70.96万0.09%2,978 -81-2.6% -$1.93万 减仓
CPB THE CAMPBELLS COMPANY $70.89万0.09%31,831 -951-2.9% -$2.12万 减仓
ETN EATON CORP PLC $70.44万0.09%1,653 40.2% $1,704 加仓
TXN TEXAS INSTRS INC $66.68万0.08%2,237 -35-1.5% -$1.04万 减仓
AES AES CORP $66.67万0.08%45,480 -1,146-2.5% -$1.68万 减仓
PG PROCTER & GAMBLE CO $66.66万0.08%4,546 -4,215-48.1% -$61.81万 减仓
HON HONEYWELL INTL INC $60.16万0.07%2,687 -2,734-50.4% -$61.21万 减仓
HONA HONEYWELL AEROSPACE INC $59.40万0.07%2,687 2,687— $59.40万 新建仓
ARES ARES MANAGEMENT CORPORATION $57.10万0.07%5,130 -29-0.6% -$3,228 减仓
AEP AMERICAN ELEC PWR CO INC $56.76万0.07%4,149 -103-2.4% -$1.41万 减仓
MA MASTERCARD INCORPORATED $56.65万0.07%1,103 -7-0.6% -$3,595 减仓
CAT CATERPILLAR INC $56.44万0.07%530 71.3% $7,454 加仓
RTX RTX CORPORATION $55.38万0.07%2,919 -11-0.4% -$2,087 减仓
MCD MCDONALDS CORP $52.26万0.06%1,933 -2,627-57.6% -$71.03万 减仓
NVS NOVARTIS AG $51.94万0.06%3,314 -70-2.1% -$1.10万 减仓
IVZ INVESCO LTD $51.55万0.06%19,535 -540-2.7% -$1.43万 减仓
NTAP NETAPP INC $51.13万0.06%3,304 50.2% $774 加仓
DOC HEALTHPEAK PROPERTIES INC $50.74万0.06%23,712 -770-3.1% -$1.65万 减仓
EXC EXELON CORP $49.95万0.06%10,714 -290-2.6% -$1.35万 减仓
IWD ISHARES TR $49.20万0.06%2,029 1407.4% $3.39万 加仓
UNP UNION PAC CORP $48.98万0.06%1,800 10.1% $272 加仓
UBER UBER TECHNOLOGIES INC $48.08万0.06%6,663 -7-0.1% -$505 减仓
SWK STANLEY BLACK & DECKER INC $48.08万0.06%5,108 5,108— $48.08万 新建仓
MDLZ MONDELEZ INTL INC $47.80万0.06%8,265 -40-0.5% -$2,314 减仓
COST COSTCO WHOLESALE CORPORATION $47.62万0.06%509 -3-0.6% -$2,806 减仓
SWKS SKYWORKS SOLUTIONS INC $43.59万0.05%6,429 6,429— $43.59万 新建仓
BBY BEST BUY INC $43.08万0.05%5,678 -171-2.9% -$1.30万 减仓
NFLX NETFLIX INC. $42.47万0.05%5,948 10.0% $71 加仓
VZ VERIZON COMMUNICATIONS INC $41.95万0.05%9,908 -202-2.0% -$8,553 减仓
DXCM DEXCOM INC $41.66万0.05%6,185 40.1% $269 加仓
GE GE AEROSPACE $41.37万0.05%1,107 20.2% $747 加仓
CBOE CBOE GLOBAL MKTS INC $40.99万0.05%1,689 -682-28.8% -$16.55万 减仓
T AT&T INC $40.88万0.05%19,748 -538-2.7% -$1.11万 减仓
DTD WISDOMTREE TR $40.82万0.05%4,377 -94-2.1% -$8,767 减仓
ORCL ORACLE CORP $40.02万0.05%2,731 -2-0.1% -$293 减仓
IWM ISHARES TR $39.87万0.05%1,327 -44-3.2% -$1.32万 减仓
BMY BRISTOL-MYERS SQUIBB CO $39.22万0.05%6,805 -126-1.8% -$7,261 减仓
DVN DEVON ENERGY CORP NEW $35.99万0.04%8,711 8,711— $35.99万 新建仓
V VISA INC $33.97万0.04%990 -5-0.5% -$1,715 减仓
UNH UNITEDHEALTH GROUP INC $33.13万0.04%797 797— $33.13万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $32.36万0.04%2,774 2,774— $32.36万 新建仓
WFC WELLS FARGO & CO $31.55万0.04%3,818 -19-0.5% -$1,570 减仓
MSI MOTOROLA SOLUTIONS INC $30.11万0.04%725 -9-1.2% -$3,738 减仓
DIS DISNEY WALT CO $28.51万0.03%2,962 -13-0.4% -$1,251 减仓
SPY STATE STR SPDR S&P 500 ETF T $27.63万0.03%370 00.0% — 不变
KR KROGER CO $27.04万0.03%4,869 -38-0.8% -$2,110 减仓
ALB ALBEMARLE CORP $25.87万0.03%1,916 1,916— $25.87万 新建仓
PYPL PAYPAL HLDGS INC $24.41万0.03%5,653 1362.5% $5,872 加仓
ACN ACCENTURE PLC IRELAND $23.48万0.03%1,887 -2,267-54.6% -$28.21万 减仓
ISRG INTUITIVE SURGICAL INC $21.16万0.03%532 -1-0.2% -$398 减仓
FNF FIDELITY NATL FINL INC $18.47万0.02%3,917 -135-3.3% -$6,367 减仓
DWX SPDR INDEX SHS FDS $16.50万0.02%3,590 772.2% $3,539 加仓
BSX BOSTON SCIENTIFIC CORP $13.48万0.02%3,159 -3,177-50.1% -$13.56万 减仓
CGBL CAPITAL GROUP CORE BALANCED $6.70万0.01%1,765 00.0% — 不变
AOR ISHARES TR $6.14万0.01%883 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $6.01万0.01%2,035 45929.1% $1.36万 加仓
VUG VANGUARD INDEX FDS $5.48万0.01%636 488.2% $4,135 加仓
CFR CULLEN FROST BANKERS INC $5.45万0.01%352 30.9% $464 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $4.99万0.01%1,330 00.0% — 不变
KMI KINDER MORGAN INC DEL $3.20万0.00%1,000 00.0% — 不变
VTV VANGUARD INDEX FDS $3.09万0.00%142 107.6% $2,179 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $2.64万0.00%536 -497-48.1% -$2.45万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $2.56万0.00%976 00.0% — 不变
CGCP CAPITAL GRP FIXED INCM ETF T $2.55万0.00%1,145 00.0% — 不变
XLK SELECT SECTOR SPDR TR $2.13万0.00%112 00.0% — 不变
PSX PHILLIPS 66 $1.98万0.00%117 117— $1.98万 新建仓
CGGO CAPITAL GROUP GBL GROWTH EQT $1.87万0.00%442 00.0% — 不变
CGUS CAPITAL GROUP CORE EQUITY ET $1.82万0.00%409 00.0% — 不变
NSC NORFOLK SOUTHN CORP $1.57万0.00%50 00.0% — 不变
BND VANGUARD BD INDEX FDS $1.48万0.00%202 6345.3% $4,625 加仓
XLV SELECT SECTOR SPDR TR $1.33万0.00%84 00.0% — 不变
AGG ISHARES TR $1.26万0.00%127 2322.1% $2,276 加仓
VOO VANGUARD INDEX FDS $1.24万0.00%18 00.0% — 不变
IUSB ISHARES TR $1.23万0.00%267 267— $1.23万 新建仓
MTUM ISHARES TR $1.06万0.00%31 00.0% — 不变
XLY SELECT SECTOR SPDR TR $8,2140.00%70 00.0% — 不变
VV VANGUARD INDEX FDS $6,8780.00%20 20— $6,878 新建仓
VB VANGUARD INDEX FDS $6,6680.00%22 00.0% — 不变
CGGR CAPITAL GROUP GROWTH ETF $5,4280.00%115 00.0% — 不变