Arbor Investment Advisors, LLC
WINSTON SALEM NC · SEC CIK 0001590073
$8.83亿2026Q2 申报市值
145持仓数
71.8%前十大占比 · 第一大 13.2%
32 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$760.53万
VBIL 新建仓+$608.80万
LOW 新建仓+$434.33万
BSV 加仓+$360.12万
TFC 加仓+$176.43万
2026Q2 卖出最多 按季末市值估算
IWB 减仓-$249.67万
Exxon Mobil Corp 清仓-$113.70万
IEFA 减仓-$82.67万
TFLO 减仓-$58.58万
SPY 减仓-$53.20万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Exxon Mobil Corp. | $0 | 0.00% | 0 | -6,702 | -100.0% | -$113.70万 | 清仓 |
| — | Honeywell International Inc. | $0 | 0.00% | 0 | -1,100 | -100.0% | -$24.85万 | 清仓 |
| COP | ConocoPhillips | $0 | 0.00% | 0 | -1,596 | -100.0% | -$21.07万 | 清仓 |
| F | Ford Motor Company | $0 | 0.00% | 0 | -15,775 | -100.0% | -$18.20万 | 清仓 |
| FMS | Fresenius Medical Care AG | $20.06万 | 0.02% | 8,874 | 24 | 0.3% | $543 | 重新持有 |
| — | Invesco Global Water ETF | $20.17万 | 0.02% | 4,484 | 4,484 | — | $20.17万 | 新建仓 |
| SHOP | Shopify Inc. | $20.19万 | 0.02% | 1,768 | 1,768 | — | $20.19万 | 新建仓 |
| MU | Micron Technology, Inc | $20.32万 | 0.02% | 176 | 176 | — | $20.32万 | 新建仓 |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $20.45万 | 0.02% | 5,552 | 5,552 | — | $20.45万 | 新建仓 |
| VOE | Vanguard Mid-Cap Value ETF | $20.51万 | 0.02% | 1,038 | 1,038 | — | $20.51万 | 新建仓 |
| CVLC | Calvert US Large-Cap Core Responsible Index ETF | $20.54万 | 0.02% | 2,174 | -292 | -11.8% | -$2.76万 | 重新持有 |
| MRK | Merck & Co. Inc. | $20.62万 | 0.02% | 1,605 | 1,605 | — | $20.62万 | 新建仓 |
| AHRT | AH Realty Trust Inc. | $20.65万 | 0.02% | 29,161 | 0 | 0.0% | — | 不变 |
| ICF | iShares Select U.S. REIT ETF | $20.78万 | 0.02% | 3,072 | 3,072 | — | $20.78万 | 新建仓 |
| ROST | Ross Stores Inc. | $21.36万 | 0.02% | 1,004 | 4 | 0.4% | $851 | 加仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $21.45万 | 0.02% | 3,797 | 3,797 | — | $21.45万 | 新建仓 |
| CMDT | PIMCO Commodity Strategy Active ETF | $22.34万 | 0.03% | 7,284 | 744 | 11.4% | $2.28万 | 加仓 |
| FITB | Fifth Third Bancorp | $22.71万 | 0.03% | 4,029 | 4,029 | — | $22.71万 | 新建仓 |
| MAR | Marriott International Inc. | $22.75万 | 0.03% | 614 | 614 | — | $22.75万 | 新建仓 |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $23.97万 | 0.03% | 4,700 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks, Inc. | $24.04万 | 0.03% | 705 | 705 | — | $24.04万 | 新建仓 |
| AMD | Advanced Micro Devices Inc. | $24.22万 | 0.03% | 417 | 417 | — | $24.22万 | 新建仓 |
| AMAT | Applied Materials Inc. | $24.29万 | 0.03% | 336 | 336 | — | $24.29万 | 新建仓 |
| APH | Amphenol Corp. Cl A | $24.56万 | 0.03% | 1,393 | 1,393 | — | $24.56万 | 新建仓 |
| IWS | iShares Russell Mid-Cap Value ETF | $24.64万 | 0.03% | 1,497 | 0 | 0.0% | — | 不变 |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | $24.65万 | 0.03% | 3,647 | 3,647 | — | $24.65万 | 新建仓 |
| VO | Vanguard Mid-Cap Index Fund ETF | $24.69万 | 0.03% | 3,064 | 3,064 | — | $24.69万 | 新建仓 |
| TSM | Taiwan Semiconductor Mfg Co. Ltd. | $24.79万 | 0.03% | 519 | 519 | — | $24.79万 | 新建仓 |
| TSLA | Tesla Inc. | $25.32万 | 0.03% | 602 | 3 | 0.5% | $1,262 | 加仓 |
| PSX | Phillips 66 | $26.15万 | 0.03% | 1,547 | 0 | 0.0% | — | 不变 |
| QCLN | First Trust NASDAQ Clean Edge Green Energy Idx EFT | $26.32万 | 0.03% | 4,292 | -858 | -16.7% | -$5.26万 | 减仓 |
| ENB | Enbridge Inc. | $26.54万 | 0.03% | 4,896 | 540 | 12.4% | $2.93万 | 加仓 |
| APO | Apollo Global Management, Inc. | $27.23万 | 0.03% | 2,302 | 2,302 | — | $27.23万 | 新建仓 |
| GDX | VanEck Vectors Gold Miners ETF | $28.11万 | 0.03% | 3,726 | -1,386 | -27.1% | -$10.46万 | 减仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $28.15万 | 0.03% | 919 | 0 | 0.0% | — | 不变 |
| VSGX | Vanguard ESG International Stock ETF | $28.57万 | 0.03% | 3,469 | 167 | 5.1% | $1.38万 | 加仓 |
| COF | Capital One Financial Corp. | $29.74万 | 0.03% | 1,482 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific, Inc. | $30.15万 | 0.03% | 601 | 601 | — | $30.15万 | 新建仓 |
| ORCL | Oracle Corporation | $30.69万 | 0.03% | 2,094 | 238 | 12.8% | $3.49万 | 加仓 |
| IWP | iShares Russell Mid-Cap Growth ETF | $30.78万 | 0.03% | 2,102 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $31.28万 | 0.04% | 837 | 111 | 15.3% | $4.15万 | 加仓 |
| XLF | Financial Select Sector SPDR Fund | $31.76万 | 0.04% | 5,924 | 3 | 0.1% | $161 | 加仓 |
| IYH | iShares U.S. Healthcare ETF | $32.03万 | 0.04% | 4,780 | 0 | 0.0% | — | 不变 |
| VV | Vanguard Large Cap ETF | $32.29万 | 0.04% | 939 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp. | $32.45万 | 0.04% | 1,193 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group Inc. | $33.14万 | 0.04% | 797 | 0 | 0.0% | — | 不变 |
| RJF | Raymond James Financial Inc. | $33.16万 | 0.04% | 2,181 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works | $33.92万 | 0.04% | 1,254 | 445 | 55.0% | $12.04万 | 加仓 |
| IWR | iShares Russell Mid-Cap ETF | $34.19万 | 0.04% | 3,099 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms, Inc. | $35.41万 | 0.04% | 629 | 629 | — | $35.41万 | 新建仓 |
| CVX | Chevron Corp. | $35.76万 | 0.04% | 2,157 | 2 | 0.1% | $332 | 加仓 |
| GEV | GE Vernova Inc. | $37.48万 | 0.04% | 319 | 319 | — | $37.48万 | 新建仓 |
| DVY | iShares Select Dividend ETF | $38.33万 | 0.04% | 2,452 | 242 | 11.0% | $3.78万 | 加仓 |
| PG | Procter & Gamble Co. | $38.44万 | 0.04% | 2,621 | -294 | -10.1% | -$4.31万 | 减仓 |
| DSI | iShares MSCI KLD 400 Social ETF | $39.60万 | 0.04% | 2,781 | 1 | 0.0% | $142 | 加仓 |
| IAU | iShares Gold Trust ETF | $41.69万 | 0.05% | 5,521 | -579 | -9.5% | -$4.37万 | 减仓 |
| HCA | HCA Healthcare, Inc. | $42.06万 | 0.05% | 1,079 | 1,079 | — | $42.06万 | 新建仓 |
| WMT | Walmart Inc. | $42.30万 | 0.05% | 3,735 | 6 | 0.2% | $680 | 加仓 |
| MA | Mastercard Incorporated | $43.25万 | 0.05% | 842 | 184 | 28.0% | $9.45万 | 加仓 |
| IWO | iShares Russell 2000 Growth ETF | $43.39万 | 0.05% | 1,101 | -16 | -1.4% | -$6,306 | 减仓 |
| URTH | iShares MSCI World ETF | $43.46万 | 0.05% | 2,145 | -331 | -13.4% | -$6.71万 | 减仓 |
| — | Dimensional U.S. Core Equity 2 ETF | $43.61万 | 0.05% | 9,832 | 9,832 | — | $43.61万 | 新建仓 |
| AVGO | Broadcom Inc. | $44.01万 | 0.05% | 1,165 | 1,165 | — | $44.01万 | 新建仓 |
| V | Visa Inc. | $44.83万 | 0.05% | 1,307 | 474 | 56.9% | $16.26万 | 加仓 |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $45.57万 | 0.05% | 14,652 | 7 | 0.0% | $218 | 加仓 |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | $46.33万 | 0.05% | 7,183 | -1 | -0.0% | -$65 | 减仓 |
| XLE | Energy Select Sector SPDR Fund | $47.22万 | 0.05% | 8,892 | 41 | 0.5% | $2,177 | 加仓 |
| MCD | McDonalds Corporation | $47.60万 | 0.05% | 1,761 | -247 | -12.3% | -$6.68万 | 减仓 |
| PEG | Public Service Enterprise Group Inc. | $48.70万 | 0.06% | 6,000 | 6,000 | — | $48.70万 | 新建仓 |
| ALL | Allstate Corporation | $49.67万 | 0.06% | 2,088 | 637 | 43.9% | $15.15万 | 加仓 |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | $49.85万 | 0.06% | 5,108 | 1,753 | 52.3% | $17.11万 | 加仓 |
| BA | Boeing Co. | $50.31万 | 0.06% | 2,324 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Co. | $50.36万 | 0.06% | 6,094 | 6,094 | — | $50.36万 | 新建仓 |
| VTHR | Vanguard Russell 3000 ETF | $53.66万 | 0.06% | 1,619 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Products Partners L.P. | $53.88万 | 0.06% | 14,656 | 8,700 | 146.1% | $31.98万 | 加仓 |
| ABBV | AbbVie Inc. | $59.34万 | 0.07% | 2,358 | 437 | 22.7% | $11.00万 | 加仓 |
| IBM | International Business Machines Corporation | $60.27万 | 0.07% | 2,143 | 1,421 | 196.8% | $39.96万 | 重新持有 |
| CMI | Cummins Inc. | $62.33万 | 0.07% | 874 | 301 | 52.5% | $21.47万 | 加仓 |
| TOWN | TowneBank | $63.28万 | 0.07% | 17,462 | 17,462 | — | $63.28万 | 新建仓 |
| WRB | W.R. Berkley Corporation | $64.30万 | 0.07% | 9,116 | 9,116 | — | $64.30万 | 新建仓 |
| STIP | iShares 0-5 Year TIPS Bond ETF | $65.46万 | 0.07% | 6,408 | -423 | -6.2% | -$4.32万 | 减仓 |
| VTES | Vanguard Short-Term Tax-Exempt Bond ETF | $67.31万 | 0.08% | 6,644 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corporation | $67.58万 | 0.08% | 3,562 | 609 | 20.6% | $11.55万 | 加仓 |
| MSI | Motorola Solutions Inc. | $67.60万 | 0.08% | 1,628 | 1 | 0.1% | $415 | 加仓 |
| GLD | SPDR Gold Shares ETF | $69.26万 | 0.08% | 1,880 | 34 | 1.8% | $1.25万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $70.76万 | 0.08% | 947 | -712 | -42.9% | -$53.20万 | 减仓 |
| LLY | Eli Lilly & Co. | $72.11万 | 0.08% | 601 | 228 | 61.1% | $27.36万 | 加仓 |
| JNJ | Johnson & Johnson Inc. | $73.37万 | 0.08% | 2,889 | 4 | 0.1% | $1,016 | 加仓 |
| PRK | Park National Corp. | $74.88万 | 0.08% | 4,092 | 4,092 | — | $74.88万 | 新建仓 |
| BRK/A | Berkshire Hathaway Inc. | $74.89万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Co. | $75.40万 | 0.09% | 9,277 | 3,604 | 63.5% | $29.29万 | 加仓 |
| JPM | JPMorgan Chase & Co. | $78.86万 | 0.09% | 2,409 | 4 | 0.2% | $1,309 | 加仓 |
| JMUB | JPMorgan Municipal ETF | $79.63万 | 0.09% | 15,720 | 0 | 0.0% | — | 不变 |
| VOOV | Vanguard S&P 500 Value ETF | $86.28万 | 0.10% | 3,936 | 9 | 0.2% | $1,973 | 加仓 |
| BAC | Bank of America Corp. | $87.54万 | 0.10% | 15,363 | 7,278 | 90.0% | $41.47万 | 加仓 |
| — | McCormick & Company, Inc. | $87.74万 | 0.10% | 17,374 | 6,064 | 53.6% | $30.62万 | 加仓 |
| MINT | PIMCO Enhanced Short Maturity Active ETF | $91.71万 | 0.10% | 9,098 | -1,091 | -10.7% | -$11.00万 | 减仓 |
| XOM | Exxon Mobil Corp. | $92.26万 | 0.10% | 6,748 | 6,748 | — | $92.26万 | 新建仓 |
| IVW | iShares S&P 500 Growth ETF | $100.52万 | 0.11% | 7,309 | -376 | -4.9% | -$5.17万 | 减仓 |
| CAT | Caterpillar Inc. | $107.87万 | 0.12% | 1,013 | -1 | -0.1% | -$1,065 | 减仓 |