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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $5,768.90万 | 7.87% | 900,266 | 38,796 | 4.5% | $248.60万 | 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 |
| GIGB | GOLDMAN SACHS ETF TR | $3,415.01万 | 4.66% | 745,634 | 47,452 | 6.8% | $217.33万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $2,730.38万 | 3.72% | 604,333 | -4,155 | -0.7% | -$18.77万 | 减仓 |
| IVV | ISHARES TR | $2,450.30万 | 3.34% | 37,511 | 1,767 | 4.9% | $115.42万 | 加仓 |
| CMBS | ISHARES TR | $2,266.54万 | 3.09% | 465,122 | 26,928 | 6.1% | $131.22万 | 加仓 |
| MBB | ISHARES TR | $2,087.60万 | 2.85% | 219,863 | -5,985 | -2.7% | -$56.83万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,058.75万 | 2.81% | 380,896 | 5,740 | 1.5% | $31.02万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,043.48万 | 2.79% | 110,890 | 261 | 0.2% | $4.81万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,871.09万 | 2.55% | 149,531 | 5,458 | 3.8% | $68.30万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $1,798.10万 | 2.45% | 416,226 | 6,263 | 1.5% | $27.06万 | 加仓 |
| IEF | ISHARES TR | $1,783.65万 | 2.43% | 186,886 | 27,900 | 17.5% | $266.28万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,545.15万 | 2.11% | 71,122 | -237 | -0.3% | -$5.15万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $1,457.34万 | 1.99% | 344,037 | -22,680 | -6.2% | -$96.07万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $1,383.59万 | 1.89% | 615,200 | 57,259 | 10.3% | $128.78万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,232.29万 | 1.68% | 47,883 | 4,113 | 9.4% | $105.85万 | 加仓 |
| TLH | ISHARES TR | $1,203.59万 | 1.64% | 119,499 | 24,911 | 26.3% | $250.90万 | 加仓 |
| IEI | ISHARES TR | $1,116.59万 | 1.52% | 94,147 | 5,219 | 5.9% | $61.90万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1,081.39万 | 1.47% | 376,660 | 119,876 | 46.7% | $344.16万 | 加仓 |
| EFA | ISHARES TR | $959.92万 | 1.31% | 98,828 | -3,642 | -3.6% | -$35.37万 | 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 |
| SPYM | SPDR SERIES TRUST | $922.90万 | 1.26% | 120,577 | -8,411 | -6.5% | -$64.38万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $892.74万 | 1.22% | 29,536 | -116 | -0.4% | -$3.51万 | 减仓 |
| AGZ | ISHARES TR | $860.65万 | 1.17% | 78,447 | -10,823 | -12.1% | -$118.74万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $780.11万 | 1.06% | 197,847 | -65,711 | -24.9% | -$259.10万 | 减仓 |
| GOOGL | ALPHABET INC | $744.80万 | 1.02% | 25,900 | 745 | 3.0% | $21.42万 | 加仓 |
| SCZ | ISHARES TR | $741.59万 | 1.01% | 94,578 | -687 | -0.7% | -$5.39万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $717.39万 | 0.98% | 198,284 | -885 | -0.4% | -$3.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $698.74万 | 0.95% | 23,753 | -194 | -0.8% | -$5.71万 | 减仓 |
| AAPL | APPLE INC | $698.26万 | 0.95% | 27,513 | 2,592 | 10.4% | $65.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $696.83万 | 0.95% | 18,824 | 4,958 | 35.8% | $183.54万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $690.16万 | 0.94% | 259,361 | 17,068 | 7.0% | $45.42万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $628.51万 | 0.86% | 92,048 | 2,083 | 2.3% | $14.22万 | 加仓 |
| AMZN | AMAZON COM INC | $605.27万 | 0.83% | 29,062 | 6,395 | 28.2% | $133.19万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $601.58万 | 0.82% | 122,040 | 122,040 | — | $601.58万 | 新建仓 |
| WMT | WALMART INC | $599.98万 | 0.82% | 48,276 | -8,654 | -15.2% | -$107.55万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $598.44万 | 0.82% | 72,319 | 2,485 | 3.6% | $20.56万 | 加仓 |
| IDV | ISHARES TR | $510.36万 | 0.70% | 119,916 | 27,586 | 29.9% | $117.41万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $495.81万 | 0.68% | 212,611 | 23,573 | 12.5% | $54.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $478.69万 | 0.65% | 27,448 | 1,523 | 5.9% | $26.56万 | 加仓 |
| AIQ | GLOBAL X FDS | $477.85万 | 0.65% | 102,389 | 27,851 | 37.4% | $129.98万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $452.06万 | 0.62% | 101,701 | 8,971 | 9.7% | $39.88万 | 加仓 |
| IGV | ISHARES TR | $437.75万 | 0.60% | 54,684 | 54,684 | — | $437.75万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $437.34万 | 0.60% | 74,708 | 1,631 | 2.2% | $9.55万 | 加仓 |
| IVW | ISHARES TR | $436.79万 | 0.60% | 38,615 | -38,340 | -49.8% | -$433.67万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $420.68万 | 0.57% | 37,974 | -4,863 | -11.4% | -$53.87万 | 减仓 |
| — | EXXON MOBIL CORP | $418.08万 | 0.57% | 24,642 | 299 | 1.2% | $5.07万 | 加仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $406.17万 | 0.55% | 197,842 | 58,388 | 41.9% | $119.87万 | 加仓 |
| MRK | MERCK & CO INC | $344.10万 | 0.47% | 28,605 | -2,655 | -8.5% | -$31.94万 | 减仓 |
| — | SPROTT FDS TR | $342.94万 | 0.47% | 258,430 | 24,772 | 10.6% | $32.87万 | 加仓 |
| PAVE | GLOBAL X FDS | $317.78万 | 0.43% | 62,541 | -3,189 | -4.9% | -$16.20万 | 减仓 |
| IJR | ISHARES TR | $263.37万 | 0.36% | 21,186 | -677 | -3.1% | -$8.42万 | 减仓 |
| — | CAMBRIA ETF TR | $259.09万 | 0.35% | 72,430 | -3,003 | -4.0% | -$10.74万 | 减仓 |
| FLOT | ISHARES TR | $258.79万 | 0.35% | 50,793 | 5,812 | 12.9% | $29.61万 | 加仓 |
| TLT | ISHARES TR | $258.30万 | 0.35% | 29,796 | 2,497 | 9.1% | $21.65万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $255.15万 | 0.35% | 15,915 | 15,915 | — | $255.15万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $246.12万 | 0.34% | 15,045 | -261 | -1.7% | -$4.27万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $243.09万 | 0.33% | 5,248 | -161 | -3.0% | -$7.46万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $236.38万 | 0.32% | 109,587 | -51,978 | -32.2% | -$112.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $217.27万 | 0.30% | 8,888 | -2,491 | -21.9% | -$60.89万 | 减仓 |
| OKE | ONEOK INC NEW | $199.13万 | 0.27% | 22,030 | -403 | -1.8% | -$3.64万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $184.14万 | 0.25% | 9,052 | 6,232 | 221.0% | $126.78万 | 加仓 |
| ES | EVERSOURCE ENERGY | $178.30万 | 0.24% | 25,736 | -647 | -2.5% | -$4.48万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $176.90万 | 0.24% | 17,656 | 738 | 4.4% | $7.39万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $173.73万 | 0.24% | 6,122 | -301 | -4.7% | -$8.54万 | 减仓 |
| META | META PLATFORMS INC | $170.32万 | 0.23% | 2,977 | 1,101 | 58.7% | $62.99万 | 加仓 |
| EMB | ISHARES TR | $167.91万 | 0.23% | 17,876 | 17,876 | — | $167.91万 | 新建仓 |
| TFC | TRUIST FINL CORP | $165.96万 | 0.23% | 36,102 | -804 | -2.2% | -$3.70万 | 减仓 |
| AVGO | BROADCOM INC | $159.37万 | 0.22% | 5,149 | -47 | -0.9% | -$1.45万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $157.46万 | 0.21% | 19,451 | -403 | -2.0% | -$3.26万 | 减仓 |
| CVX | CHEVRON CORPORATION | $156.74万 | 0.21% | 7,575 | -157 | -2.0% | -$3.25万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $154.52万 | 0.21% | 5,297 | -67 | -1.2% | -$1.95万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $153.08万 | 0.21% | 25,526 | -589 | -2.3% | -$3.53万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $152.07万 | 0.21% | 4,501 | -3,809 | -45.8% | -$128.69万 | 减仓 |
| ABBV | ABBVIE INC | $150.72万 | 0.21% | 6,930 | -84 | -1.2% | -$1.83万 | 减仓 |
| EOG | EOG RES INC | $147.33万 | 0.20% | 10,191 | -420 | -4.0% | -$6.07万 | 减仓 |
| MCD | MCDONALDS CORP | $141.75万 | 0.19% | 4,560 | -92 | -2.0% | -$2.86万 | 减仓 |
| UL | UNILEVER PLC | $140.80万 | 0.19% | 24,715 | -525 | -2.1% | -$2.99万 | 减仓 |
| DTE | DTE ENERGY CO | $137.97万 | 0.19% | 9,435 | -177 | -1.8% | -$2.59万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $137.21万 | 0.19% | 14,045 | -292 | -2.0% | -$2.85万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $134.69万 | 0.18% | 18,769 | -456 | -2.4% | -$3.27万 | 减仓 |
| EQIX | EQUINIX INC | $132.55万 | 0.18% | 1,352 | -11 | -0.8% | -$1.08万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $126.56万 | 0.17% | 8,761 | -1,909 | -17.9% | -$27.58万 | 减仓 |
| HPQ | HP INC | $124.89万 | 0.17% | 65,012 | 49,651 | 323.2% | $95.38万 | 加仓 |
| ECL | ECOLAB INC | $123.60万 | 0.17% | 4,646 | 557 | 13.6% | $14.82万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $123.05万 | 0.17% | 3,141 | 3,141 | — | $123.05万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $122.64万 | 0.17% | 5,740 | -2,634 | -31.5% | -$56.28万 | 减仓 |
| — | HONEYWELL INTL INC | $122.53万 | 0.17% | 5,421 | -68 | -1.2% | -$1.54万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $120.91万 | 0.16% | 2,000 | -39 | -1.9% | -$2.36万 | 减仓 |
| LOW | LOWES COS INC | $119.12万 | 0.16% | 5,041 | -394 | -7.2% | -$9.31万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $112.91万 | 0.15% | 72,144 | -1,696 | -2.3% | -$2.65万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $112.37万 | 0.15% | 4,636 | -21 | -0.5% | -$5,090 | 减仓 |
| IQV | IQVIA HLDGS INC | $112.28万 | 0.15% | 6,583 | -42 | -0.6% | -$7,163 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $112.25万 | 0.15% | 19,935 | 19,935 | — | $112.25万 | 新建仓 |
| EIX | EDISON INTL | $109.01万 | 0.15% | 14,896 | -335 | -2.2% | -$2.45万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $107.67万 | 0.15% | 3,137 | -44 | -1.4% | -$1.51万 | 减仓 |
| BAC | BANK AMERICA CORP | $105.75万 | 0.14% | 21,693 | -215 | -1.0% | -$1.05万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $105.45万 | 0.14% | 5,780 | -50 | -0.9% | -$9,122 | 减仓 |
| FE | FIRSTENERGY CORP | $104.68万 | 0.14% | 20,663 | -490 | -2.3% | -$2.48万 | 减仓 |
| COP | CONOCOPHILLIPS | $104.52万 | 0.14% | 7,918 | -137 | -1.7% | -$1.81万 | 减仓 |