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
IWR iShares Russell Mid-Cap ETF $34.19万0.04%3,099 00.0% — 不变
ITW Illinois Tool Works $33.92万0.04%1,254 44555.0% $12.04万 加仓
RJF Raymond James Financial Inc. $33.16万0.04%2,181 00.0% — 不变
UNH UnitedHealth Group Inc. $33.14万0.04%797 00.0% — 不变
UNP Union Pacific Corp. $32.45万0.04%1,193 00.0% — 不变
VV Vanguard Large Cap ETF $32.29万0.04%939 00.0% — 不变
IYH iShares U.S. Healthcare ETF $32.03万0.04%4,780 00.0% — 不变
XLF Financial Select Sector SPDR Fund $31.76万0.04%5,924 30.1% $161 加仓
GE GE Aerospace $31.28万0.04%837 11115.3% $4.15万 加仓
IWP iShares Russell Mid-Cap Growth ETF $30.78万0.03%2,102 00.0% — 不变
ORCL Oracle Corporation $30.69万0.03%2,094 23812.8% $3.49万 加仓
TMO Thermo Fisher Scientific, Inc. $30.15万0.03%601 601— $30.15万 新建仓
COF Capital One Financial Corp. $29.74万0.03%1,482 00.0% — 不变
VSGX Vanguard ESG International Stock ETF $28.57万0.03%3,469 1675.1% $1.38万 加仓
VOT Vanguard Mid-Cap Growth ETF $28.15万0.03%919 00.0% — 不变
GDX VanEck Vectors Gold Miners ETF $28.11万0.03%3,726 -1,386-27.1% -$10.46万 减仓
APO Apollo Global Management, Inc. $27.23万0.03%2,302 2,302— $27.23万 新建仓
ENB Enbridge Inc. $26.54万0.03%4,896 54012.4% $2.93万 加仓
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
PSX Phillips 66 $26.15万0.03%1,547 00.0% — 不变
TSLA Tesla Inc. $25.32万0.03%602 30.5% $1,262 加仓
TSM Taiwan Semiconductor Mfg Co. Ltd. $24.79万0.03%519 519— $24.79万 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
HELO JPMorgan Hedged Equity Laddered Overlay ETF $24.65万0.03%3,647 3,647— $24.65万 新建仓
IWS iShares Russell Mid-Cap Value ETF $24.64万0.03%1,497 00.0% — 不变
APH Amphenol Corp. Cl A $24.56万0.03%1,393 1,393— $24.56万 新建仓
AMAT Applied Materials Inc. $24.29万0.03%336 336— $24.29万 新建仓
AMD Advanced Micro Devices Inc. $24.22万0.03%417 417— $24.22万 新建仓
PANW Palo Alto Networks, Inc. $24.04万0.03%705 705— $24.04万 新建仓
JMST JPMorgan Ultra-Short Municipal Income ETF $23.97万0.03%4,700 00.0% — 不变
MAR Marriott International Inc. $22.75万0.03%614 614— $22.75万 新建仓
FITB Fifth Third Bancorp $22.71万0.03%4,029 4,029— $22.71万 新建仓
CMDT PIMCO Commodity Strategy Active ETF $22.34万0.03%7,284 74411.4% $2.28万 加仓
JEPI JPMorgan Equity Premium Income ETF $21.45万0.02%3,797 3,797— $21.45万 新建仓
ROST Ross Stores Inc. $21.36万0.02%1,004 40.4% $851 加仓
ICF iShares Select U.S. REIT ETF $20.78万0.02%3,072 3,072— $20.78万 新建仓
AHRT AH Realty Trust Inc. $20.65万0.02%29,161 00.0% — 不变
MRK Merck & Co. Inc. $20.62万0.02%1,605 1,605— $20.62万 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
VOE Vanguard Mid-Cap Value ETF $20.51万0.02%1,038 1,038— $20.51万 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
MU Micron Technology, Inc $20.32万0.02%176 176— $20.32万 新建仓
SHOP Shopify Inc. $20.19万0.02%1,768 1,768— $20.19万 新建仓
— Invesco Global Water ETF $20.17万0.02%4,484 4,484— $20.17万 新建仓
FMS Fresenius Medical Care AG $20.06万0.02%8,874 240.3% $543 重新持有
— 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