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
VEA VANGUARD TAX-MANAGED FDS $6,674.92万8.07%936,830 36,5644.1% $260.52万 加仓
RSP INVESCO EXCHANGE TRADED FD T $5,853.10万7.08%275,090 14,1085.4% $300.18万 加仓
GIGB GOLDMAN SACHS ETF TR $4,014.75万4.86%874,482 128,84817.3% $591.54万 加仓
JMBS JANUS DETROIT STR TR $2,895.60万3.50%643,610 39,2776.5% $176.71万 加仓
IVV ISHARES TR $2,600.17万3.15%34,720 -2,791-7.4% -$209.02万 减仓
CMBS ISHARES TR $2,406.94万2.91%494,745 29,6236.4% $144.12万 加仓
VWO VANGUARD INTL EQUITY INDEX F $2,289.83万2.77%383,621 2,7250.7% $16.27万 加仓
VOE VANGUARD INDEX FDS $2,270.02万2.75%114,879 3,9893.6% $78.82万 加仓
GSLC GOLDMAN SACHS ETF TR $2,262.52万2.74%159,455 9,9246.6% $140.81万 加仓
GEM GOLDMAN SACHS ETF TR $2,181.32万2.64%419,485 3,2590.8% $16.95万 加仓
MBB ISHARES TR $2,117.41万2.56%224,016 4,1531.9% $39.25万 加仓
VBR VANGUARD INDEX FDS $1,778.71万2.15%73,201 2,0792.9% $50.52万 加仓
IEF ISHARES TR $1,739.90万2.10%183,980 -2,906-1.6% -$27.48万 减仓
VOT VANGUARD INDEX FDS $1,534.14万1.86%50,086 2,2034.6% $67.48万 加仓
TPYP TORTOISE CAPITAL SERIES TRUS $1,449.71万1.75%345,746 1,7090.5% $7.17万 加仓
EIPI FIRST TR EXCHNG TRADED FD VI $1,333.25万1.61%610,463 -4,737-0.8% -$10.35万 减仓
TLH ISHARES TR $1,283.36万1.55%127,888 8,3897.0% $84.18万 加仓
XFIV BONDBLOXX ETF TRUST $1,182.43万1.43%242,898 242,898— $1,182.43万 新建仓
SPYM SPDR SERIES TRUST $1,093.30万1.32%124,408 3,8313.2% $33.67万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $1,092.74万1.32%15,536 310.2% $2.18万 加仓
VBK VANGUARD INDEX FDS $1,087.83万1.32%29,746 2100.7% $7.68万 加仓
EFA ISHARES TR $1,012.07万1.22%97,426 -1,402-1.4% -$14.56万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $949.09万1.15%220,001 22,15411.2% $95.57万 加仓
AGZ ISHARES TR $911.58万1.10%83,419 4,9726.3% $54.33万 加仓
SCHP SCHWAB STRATEGIC TR $899.06万1.09%339,269 79,90830.8% $211.76万 加仓
GOOGL ALPHABET INC $879.37万1.06%24,606 -1,294-5.0% -$46.25万 减仓
IGV ISHARES TR $844.67万1.02%93,230 38,54670.5% $349.23万 加仓
JPM JPMORGAN CHASE & CO $824.97万1.00%25,203 1,4506.1% $47.46万 加仓
FLJP FRANKLIN TEMPLETON ETF TR $820.27万0.99%206,357 8,0734.1% $32.09万 加仓
SCZ ISHARES TR $809.68万0.98%98,417 3,8394.1% $31.58万 加仓
MSFT MICROSOFT CORP $796.45万0.96%21,351 2,52713.4% $94.26万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $792.42万0.96%97,757 5,7096.2% $46.28万 加仓
AAPL APPLE INC $778.90万0.94%26,917 -596-2.2% -$17.25万 减仓
FTGC FIRST TR EXCHANGE TRAD FD VI $759.31万0.92%280,704 -95,956-25.5% -$259.56万 减仓
VCIT VANGUARD SCOTTSDALE FDS $688.57万0.83%83,311 10,99215.2% $90.85万 加仓
AMZN AMAZON COM INC $669.31万0.81%28,082 -980-3.4% -$23.36万 减仓
WMT WALMART INC $639.77万0.77%56,486 8,21017.0% $92.99万 加仓
— BONDBLOXX ETF TRUST $636.93万0.77%130,119 8,0796.6% $39.55万 加仓
IDV ISHARES TR $615.81万0.74%148,637 28,72124.0% $118.99万 加仓
AIQ GLOBAL X FDS $585.01万0.71%89,165 -13,224-12.9% -$86.76万 减仓
SPHY SPDR SERIES TRUST $567.58万0.69%242,141 29,53013.9% $69.22万 加仓
IVW ISHARES TR $553.40万0.67%40,238 1,6234.2% $22.32万 加仓
NVDA NVIDIA CORPORATION $546.63万0.66%27,319 -129-0.5% -$2.58万 减仓
AIRR FIRST TR EXCHANGE TRADED FD $522.73万0.63%39,229 1,2553.3% $16.72万 加仓
AMD ADVANCED MICRO DEVICES INC $507.37万0.61%8,734 -318-3.5% -$18.47万 减仓
VGSH VANGUARD SCOTTSDALE FDS $498.72万0.60%85,691 10,98314.7% $63.92万 加仓
VNQI VANGUARD INTL EQUITY INDEX F $451.93万0.55%100,765 -936-0.9% -$4.20万 减仓
FRDM EA SERIES TRUST $405.66万0.49%55,646 55,646— $405.66万 新建仓
PAVE GLOBAL X FDS $400.11万0.48%67,907 5,3668.6% $31.62万 加仓
MRK MERCK & CO INC $395.82万0.48%30,803 2,1987.7% $28.24万 加仓
MU MICRON TECHNOLOGY INC $387.16万0.47%3,354 -1,147-25.5% -$132.40万 减仓
PANW PALO ALTO NETWORKS INC $382.15万0.46%11,206 -4,709-29.6% -$160.59万 减仓
— EXXON MOBIL CORP $350.96万0.42%25,670 1,0284.2% $14.05万 加仓
— SPROTT FDS TR $321.22万0.39%257,148 -1,282-0.5% -$1.60万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $314.41万0.38%3,258 1173.7% $11.29万 加仓
IJR ISHARES TR $306.95万0.37%20,696 -490-2.3% -$7.27万 减仓
DIA STATE STR SPDR DOW JONES IND $294.15万0.36%5,630 3827.3% $19.96万 加仓
FLOT ISHARES TR $291.74万0.35%57,147 6,35412.5% $32.44万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $284.38万0.34%14,830 -215-1.4% -$4.12万 减仓
LGOV FIRST TR EXCHANGE-TRADED FD $276.92万0.33%129,401 19,81418.1% $42.40万 加仓
TLT ISHARES TR $276.06万0.33%31,943 2,1477.2% $18.55万 加仓
— CAMBRIA ETF TR $265.12万0.32%74,450 2,0202.8% $7.19万 加仓
LRCX LAM RESEARCH CORP $248.99万0.30%5,746 60.1% $2,600 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
AVGO BROADCOM INC $237.87万0.29%6,297 1,14822.3% $43.37万 加仓
CEG CONSTELLATION ENERGY CORP $236.08万0.29%9,505 9,505— $236.08万 新建仓
GBIL GOLDMAN SACHS ETF TR $187.17万0.23%18,687 1,0315.8% $10.33万 加仓
EMB ISHARES TR $182.20万0.22%18,892 1,0165.7% $9.80万 加仓
ES EVERSOURCE ENERGY $181.41万0.22%25,102 -634-2.5% -$4.58万 减仓
JNJ JOHNSON & JOHNSON $178.35万0.22%7,022 -1,866-21.0% -$47.39万 减仓
TFC TRUIST FINL CORP $176.06万0.21%35,338 -764-2.1% -$3.81万 减仓
CFG CITIZENS FINL GROUP INC $174.92万0.21%24,963 -563-2.2% -$3.94万 减仓
TRV TRAVELERS COMPANIES INC $173.99万0.21%5,270 -27-0.5% -$8,914 减仓
LNG CHENIERE ENERGY INC $166.90万0.20%6,982 86014.0% $20.56万 加仓
META META PLATFORMS INC $166.62万0.20%2,958 -19-0.6% -$1.07万 减仓
CARR CARRIER GLOBAL CORPORATION $161.98万0.20%22,082 2,14710.8% $15.75万 加仓
ABBV ABBVIE INC $156.05万0.19%6,201 -729-10.5% -$18.34万 减仓
AMAT APPLIED MATLS INC $154.79万0.19%2,141 -4-0.2% -$2,892 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $154.01万0.19%18,975 -476-2.4% -$3.86万 减仓
PRU PRUDENTIAL FINL INC $147.75万0.18%13,689 -356-2.5% -$3.84万 减仓
UL UNILEVER PLC $145.21万0.18%24,153 -562-2.3% -$3.38万 减仓
EQIX EQUINIX INC $140.77万0.17%1,350 -2-0.1% -$2,085 减仓
DTE DTE ENERGY CO $140.42万0.17%9,215 -220-2.3% -$3.35万 减仓
LNT ALLIANT ENERGY CORP $139.50万0.17%18,286 -483-2.6% -$3.68万 减仓
HPQ HP INC $138.53万0.17%63,139 -1,873-2.9% -$4.11万 减仓
ANET ARISTA NETWORKS INC $134.83万0.16%7,937 1,21718.1% $20.67万 加仓
IQV IQVIA HLDGS INC $126.12万0.15%6,527 -56-0.9% -$1.08万 减仓
OKE ONEOK INC NEW $125.30万0.15%14,412 -7,618-34.6% -$66.23万 减仓
HBAN HUNTINGTON BANCSHARES INC $125.21万0.15%70,619 -1,525-2.1% -$2.70万 减仓
COPX GLOBAL X FDS $124.09万0.15%16,122 16,122— $124.09万 新建仓
BAC BANK OF AMER CORP $123.22万0.15%21,625 -68-0.3% -$3,875 减仓
CVX CHEVRON CORPORATION $122.36万0.15%7,381 -194-2.6% -$3.22万 减仓
C CITIGROUP INC $122.33万0.15%8,740 -166-1.9% -$2.32万 减仓
COF CAPITAL ONE FINL CORP $115.52万0.14%5,758 -22-0.4% -$4,414 减仓
MO ALTRIA GROUP INC $113.21万0.14%15,735 15,735— $113.21万 新建仓
GD GENERAL DYNAMICS CORP $111.06万0.13%3,135 -2-0.1% -$709 减仓
LOW LOWES COS INC $110.79万0.13%5,024 -17-0.3% -$3,749 减仓
LLY ELI LILLY & CO $110.11万0.13%918 -3-0.3% -$3,598 减仓
HD HOME DEPOT INC $109.12万0.13%3,094 -5-0.2% -$1,763 减仓
KEY KEYCORP $108.61万0.13%47,121 -1,136-2.4% -$2.62万 减仓