13F 机构持仓

Arbor Investment Advisors, LLC

WINSTON SALEM NC · SEC CIK 0001590073

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.83亿2026Q2
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

IWB 13.2%
PRF 12.6%
VEA 11.8%
TFLO 7.6%
BSV 6.0%
PRFZ 5.1%
AGG 4.7%
TIP 4.1%
EFA 3.4%
VWO 3.4%

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. $00.00%0 -6,702-100.0% -$113.70万 清仓
— Honeywell International Inc. $00.00%0 -1,100-100.0% -$24.85万 清仓
COP ConocoPhillips $00.00%0 -1,596-100.0% -$21.07万 清仓
F Ford Motor Company $00.00%0 -15,775-100.0% -$18.20万 清仓
FMS Fresenius Medical Care AG $20.06万0.02%8,874 240.3% $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 00.0% — 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 40.4% $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 74411.4% $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 00.0% — 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 00.0% — 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 30.5% $1,262 加仓
PSX Phillips 66 $26.15万0.03%1,547 00.0% — 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 54012.4% $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 00.0% — 不变
VSGX Vanguard ESG International Stock ETF $28.57万0.03%3,469 1675.1% $1.38万 加仓
COF Capital One Financial Corp. $29.74万0.03%1,482 00.0% — 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 23812.8% $3.49万 加仓
IWP iShares Russell Mid-Cap Growth ETF $30.78万0.03%2,102 00.0% — 不变
GE GE Aerospace $31.28万0.04%837 11115.3% $4.15万 加仓
XLF Financial Select Sector SPDR Fund $31.76万0.04%5,924 30.1% $161 加仓
IYH iShares U.S. Healthcare ETF $32.03万0.04%4,780 00.0% — 不变
VV Vanguard Large Cap ETF $32.29万0.04%939 00.0% — 不变
UNP Union Pacific Corp. $32.45万0.04%1,193 00.0% — 不变
UNH UnitedHealth Group Inc. $33.14万0.04%797 00.0% — 不变
RJF Raymond James Financial Inc. $33.16万0.04%2,181 00.0% — 不变
ITW Illinois Tool Works $33.92万0.04%1,254 44555.0% $12.04万 加仓
IWR iShares Russell Mid-Cap ETF $34.19万0.04%3,099 00.0% — 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 20.1% $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 24211.0% $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 10.0% $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 60.2% $680 加仓
MA Mastercard Incorporated $43.25万0.05%842 18428.0% $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 47456.9% $16.26万 加仓
FNDX Schwab Fundamental U.S. Large Company ETF $45.57万0.05%14,652 70.0% $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%8,892 410.5% $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 63743.9% $15.15万 加仓
AOA iShares Core 80/20 Aggressive Allocation ETF $49.85万0.06%5,108 1,75352.3% $17.11万 加仓
BA Boeing Co. $50.31万0.06%2,324 00.0% — 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 00.0% — 不变
EPD Enterprise Products Partners L.P. $53.88万0.06%14,656 8,700146.1% $31.98万 加仓
ABBV AbbVie Inc. $59.34万0.07%2,358 43722.7% $11.00万 加仓
IBM International Business Machines Corporation $60.27万0.07%2,143 1,421196.8% $39.96万 重新持有
CMI Cummins Inc. $62.33万0.07%874 30152.5% $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 00.0% — 不变
RTX RTX Corporation $67.58万0.08%3,562 60920.6% $11.55万 加仓
MSI Motorola Solutions Inc. $67.60万0.08%1,628 10.1% $415 加仓
GLD SPDR Gold Shares ETF $69.26万0.08%1,880 341.8% $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 22861.1% $27.36万 加仓
JNJ Johnson & Johnson Inc. $73.37万0.08%2,889 40.1% $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 00.0% — 不变
KO Coca-Cola Co. $75.40万0.09%9,277 3,60463.5% $29.29万 加仓
JPM JPMorgan Chase & Co. $78.86万0.09%2,409 40.2% $1,309 加仓
JMUB JPMorgan Municipal ETF $79.63万0.09%15,720 00.0% — 不变
VOOV Vanguard S&P 500 Value ETF $86.28万0.10%3,936 90.2% $1,973 加仓
BAC Bank of America Corp. $87.54万0.10%15,363 7,27890.0% $41.47万 加仓
— McCormick & Company, Inc. $87.74万0.10%17,374 6,06453.6% $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