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 |
|---|---|---|---|---|---|---|---|---|
| IWB | iShares Russell 1000 ETF | $1.17亿 | 13.20% | 284,885 | -6,097 | -2.1% | -$249.67万 | 减仓 |
| PRF | Invesco FTSE RAFI US 1000 ETF | $1.11亿 | 12.56% | 2,054,047 | 26,070 | 1.3% | $140.86万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $1.04亿 | 11.79% | 1,462,274 | 17,168 | 1.2% | $122.32万 | 加仓 |
| TFLO | iShares Treasury Floating Rate Bond ETF | $6,714.83万 | 7.60% | 1,326,255 | -11,571 | -0.9% | -$58.58万 | 减仓 |
| BSV | Vanguard Short-Term Bond ETF | $5,259.46万 | 5.95% | 675,069 | 46,222 | 7.4% | $360.12万 | 加仓 |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | $4,492.37万 | 5.08% | 805,518 | 1,927 | 0.2% | $10.75万 | 加仓 |
| AGG | iShares Core U.S. Aggregate Bond ETF | $4,124.59万 | 4.67% | 416,709 | 9,274 | 2.3% | $91.79万 | 加仓 |
| TIP | iShares TIPS Bond ETF | $3,625.43万 | 4.10% | 331,302 | -1,801 | -0.5% | -$19.71万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $3,000.00万 | 3.40% | 288,795 | 1,064 | 0.4% | $11.05万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $2,991.83万 | 3.39% | 501,227 | 4,550 | 0.9% | $27.16万 | 加仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $2,382.87万 | 2.70% | 471,203 | 28,137 | 6.4% | $142.29万 | 加仓 |
| VONE | Vanguard Russell 1000 ETF | $1,807.05万 | 2.05% | 53,349 | 66 | 0.1% | $2.24万 | 加仓 |
| BND | Vanguard Total Bond Market ETF | $1,686.48万 | 1.91% | 229,734 | 19,211 | 9.1% | $141.03万 | 加仓 |
| IWM | iShares Russell 2000 ETF | $1,343.42万 | 1.52% | 44,714 | -234 | -0.5% | -$7.03万 | 减仓 |
| AAPL | Apple Inc. | $1,304.76万 | 1.48% | 45,091 | 26,283 | 139.7% | $760.53万 | 加仓 |
| IWF | iShares Russell 1000 Growth ETF | $1,198.51万 | 1.36% | 96,522 | -150 | -0.2% | -$1.86万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $973.18万 | 1.10% | 100,765 | -8,560 | -7.8% | -$82.67万 | 减仓 |
| IWD | iShares Russell 1000 Value ETF | $899.68万 | 1.02% | 37,111 | 16 | 0.0% | $3,879 | 加仓 |
| EEM | iShares MSCI Emerging Markets ETF | $715.29万 | 0.81% | 104,559 | -2,443 | -2.3% | -$16.71万 | 减仓 |
| VT | Vanguard Total World Stock Index ETF | $648.53万 | 0.73% | 41,321 | -286 | -0.7% | -$4.49万 | 减仓 |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | $608.80万 | 0.69% | 80,444 | 80,444 | — | $608.80万 | 新建仓 |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $576.09万 | 0.65% | 56,314 | 3,640 | 6.9% | $37.24万 | 加仓 |
| STPZ | PIMCO 1-5 Year U.S. TIPS Index ETF | $561.79万 | 0.64% | 105,322 | 8,899 | 9.2% | $47.47万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $530.42万 | 0.60% | 64,030 | -1,441 | -2.2% | -$11.94万 | 减仓 |
| IDEV | iShares Core MSCI Intl Developed Markets ETF | $494.26万 | 0.56% | 55,529 | 104 | 0.2% | $9,257 | 加仓 |
| LOW | Lowes Companies, Inc. | $434.33万 | 0.49% | 19,699 | 19,699 | — | $434.33万 | 新建仓 |
| MSFT | Microsoft Corp. | $391.12万 | 0.44% | 10,485 | 2,963 | 39.4% | $110.53万 | 加仓 |
| CSCO | Cisco Systems Inc. | $361.05万 | 0.41% | 30,738 | 149 | 0.5% | $1.75万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $307.11万 | 0.35% | 8,299 | 1,035 | 14.2% | $38.30万 | 加仓 |
| VTV | Vanguard Value ETF | $280.95万 | 0.32% | 12,892 | 158 | 1.2% | $3.44万 | 加仓 |
| HBAN | Huntington Bancshares Incorporated | $257.93万 | 0.29% | 145,479 | 13,322 | 10.1% | $23.62万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. | $242.08万 | 0.27% | 4,838 | 0 | 0.0% | — | 不变 |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $236.92万 | 0.27% | 47,167 | 256 | 0.5% | $1.29万 | 加仓 |
| VTWO | Vanguard Russell 2000 ETF | $212.50万 | 0.24% | 17,501 | -57 | -0.3% | -$6,921 | 减仓 |
| TFC | Truist Financial Corp. | $204.83万 | 0.23% | 41,115 | 35,414 | 621.2% | $176.43万 | 加仓 |
| ASML | ASML Holding N.V. | $194.95万 | 0.22% | 980 | 15 | 1.6% | $2.98万 | 加仓 |
| VONV | Vanguard Russell 1000 Value ETF | $174.05万 | 0.20% | 16,372 | 245 | 1.5% | $2.60万 | 加仓 |
| GOOG | Alphabet Inc. Cl C | $166.77万 | 0.19% | 4,720 | 1,849 | 64.4% | $65.33万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $165.13万 | 0.19% | 2,205 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corp. | $162.27万 | 0.18% | 1,735 | -74 | -4.1% | -$6.92万 | 减仓 |
| GOOGL | Alphabet Inc. Cl A | $161.25万 | 0.18% | 4,512 | 3,030 | 204.5% | $108.28万 | 加仓 |
| DUK | Duke Energy Corp. | $160.09万 | 0.18% | 12,647 | 6,732 | 113.8% | $85.21万 | 加仓 |
| VBR | Vanguard Small-Cap Value Index ETF | $153.00万 | 0.17% | 6,297 | 16 | 0.3% | $3,888 | 加仓 |
| ESGV | Vanguard ESG U.S. Stock ETF | $151.31万 | 0.17% | 11,442 | 22 | 0.2% | $2,909 | 加仓 |
| HD | Home Depot Inc. | $125.92万 | 0.14% | 3,570 | 1,174 | 49.0% | $41.41万 | 加仓 |
| NVDA | NVIDIA Corporation | $124.35万 | 0.14% | 6,214 | 4,507 | 264.0% | $90.19万 | 加仓 |
| DFAI | Dimensional International Core Equity Market ETF | $112.55万 | 0.13% | 27,286 | 235 | 0.9% | $9,694 | 加仓 |
| AMZN | Amazon.com Inc. | $110.34万 | 0.12% | 4,630 | 2,802 | 153.3% | $66.78万 | 加仓 |
| MS | Morgan Stanley | $109.52万 | 0.12% | 5,239 | 1,064 | 25.5% | $22.24万 | 加仓 |
| CAT | Caterpillar Inc. | $107.87万 | 0.12% | 1,013 | -1 | -0.1% | -$1,065 | 减仓 |
| IVW | iShares S&P 500 Growth ETF | $100.52万 | 0.11% | 7,309 | -376 | -4.9% | -$5.17万 | 减仓 |
| XOM | Exxon Mobil Corp. | $92.26万 | 0.10% | 6,748 | 6,748 | — | $92.26万 | 新建仓 |
| MINT | PIMCO Enhanced Short Maturity Active ETF | $91.71万 | 0.10% | 9,098 | -1,091 | -10.7% | -$11.00万 | 减仓 |
| — | McCormick & Company, Inc. | $87.74万 | 0.10% | 17,374 | 6,064 | 53.6% | $30.62万 | 加仓 |
| BAC | Bank of America Corp. | $87.54万 | 0.10% | 15,363 | 7,278 | 90.0% | $41.47万 | 加仓 |
| VOOV | Vanguard S&P 500 Value ETF | $86.28万 | 0.10% | 3,936 | 9 | 0.2% | $1,973 | 加仓 |
| JMUB | JPMorgan Municipal ETF | $79.63万 | 0.09% | 15,720 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase & Co. | $78.86万 | 0.09% | 2,409 | 4 | 0.2% | $1,309 | 加仓 |
| KO | Coca-Cola Co. | $75.40万 | 0.09% | 9,277 | 3,604 | 63.5% | $29.29万 | 加仓 |
| BRK/A | Berkshire Hathaway Inc. | $74.89万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| PRK | Park National Corp. | $74.88万 | 0.08% | 4,092 | 4,092 | — | $74.88万 | 新建仓 |
| JNJ | Johnson & Johnson Inc. | $73.37万 | 0.08% | 2,889 | 4 | 0.1% | $1,016 | 加仓 |
| LLY | Eli Lilly & Co. | $72.11万 | 0.08% | 601 | 228 | 61.1% | $27.36万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $70.76万 | 0.08% | 947 | -712 | -42.9% | -$53.20万 | 减仓 |
| GLD | SPDR Gold Shares ETF | $69.26万 | 0.08% | 1,880 | 34 | 1.8% | $1.25万 | 加仓 |
| MSI | Motorola Solutions Inc. | $67.60万 | 0.08% | 1,628 | 1 | 0.1% | $415 | 加仓 |
| RTX | RTX Corporation | $67.58万 | 0.08% | 3,562 | 609 | 20.6% | $11.55万 | 加仓 |
| VTES | Vanguard Short-Term Tax-Exempt Bond ETF | $67.31万 | 0.08% | 6,644 | 0 | 0.0% | — | 不变 |
| STIP | iShares 0-5 Year TIPS Bond ETF | $65.46万 | 0.07% | 6,408 | -423 | -6.2% | -$4.32万 | 减仓 |
| WRB | W.R. Berkley Corporation | $64.30万 | 0.07% | 9,116 | 9,116 | — | $64.30万 | 新建仓 |
| TOWN | TowneBank | $63.28万 | 0.07% | 17,462 | 17,462 | — | $63.28万 | 新建仓 |
| CMI | Cummins Inc. | $62.33万 | 0.07% | 874 | 301 | 52.5% | $21.47万 | 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 |
| ABBV | AbbVie Inc. | $59.34万 | 0.07% | 2,358 | 437 | 22.7% | $11.00万 | 加仓 |
| EPD | Enterprise Products Partners L.P. | $53.88万 | 0.06% | 14,656 | 8,700 | 146.1% | $31.98万 | 加仓 |
| VTHR | Vanguard Russell 3000 ETF | $53.66万 | 0.06% | 1,619 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Co. | $50.36万 | 0.06% | 6,094 | 6,094 | — | $50.36万 | 新建仓 |
| BA | Boeing Co. | $50.31万 | 0.06% | 2,324 | 0 | 0.0% | — | 不变 |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | $49.85万 | 0.06% | 5,108 | 1,753 | 52.3% | $17.11万 | 加仓 |
| ALL | Allstate Corporation | $49.67万 | 0.06% | 2,088 | 637 | 43.9% | $15.15万 | 加仓 |
| PEG | Public Service Enterprise Group Inc. | $48.70万 | 0.06% | 6,000 | 6,000 | — | $48.70万 | 新建仓 |
| MCD | McDonalds Corporation | $47.60万 | 0.05% | 1,761 | -247 | -12.3% | -$6.68万 | 减仓 |
| XLE | Energy Select Sector SPDR Fund | $47.22万 | 0.05% | 8,892 | 41 | 0.5% | $2,177 | 加仓 |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | $46.33万 | 0.05% | 7,183 | -1 | -0.0% | -$65 | 减仓 |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $45.57万 | 0.05% | 14,652 | 7 | 0.0% | $218 | 加仓 |
| V | Visa Inc. | $44.83万 | 0.05% | 1,307 | 474 | 56.9% | $16.26万 | 加仓 |
| AVGO | Broadcom Inc. | $44.01万 | 0.05% | 1,165 | 1,165 | — | $44.01万 | 新建仓 |
| — | Dimensional U.S. Core Equity 2 ETF | $43.61万 | 0.05% | 9,832 | 9,832 | — | $43.61万 | 新建仓 |
| URTH | iShares MSCI World ETF | $43.46万 | 0.05% | 2,145 | -331 | -13.4% | -$6.71万 | 减仓 |
| IWO | iShares Russell 2000 Growth ETF | $43.39万 | 0.05% | 1,101 | -16 | -1.4% | -$6,306 | 减仓 |
| MA | Mastercard Incorporated | $43.25万 | 0.05% | 842 | 184 | 28.0% | $9.45万 | 加仓 |
| WMT | Walmart Inc. | $42.30万 | 0.05% | 3,735 | 6 | 0.2% | $680 | 加仓 |
| HCA | HCA Healthcare, Inc. | $42.06万 | 0.05% | 1,079 | 1,079 | — | $42.06万 | 新建仓 |
| IAU | iShares Gold Trust ETF | $41.69万 | 0.05% | 5,521 | -579 | -9.5% | -$4.37万 | 减仓 |
| DSI | iShares MSCI KLD 400 Social ETF | $39.60万 | 0.04% | 2,781 | 1 | 0.0% | $142 | 加仓 |
| PG | Procter & Gamble Co. | $38.44万 | 0.04% | 2,621 | -294 | -10.1% | -$4.31万 | 减仓 |
| DVY | iShares Select Dividend ETF | $38.33万 | 0.04% | 2,452 | 242 | 11.0% | $3.78万 | 加仓 |
| GEV | GE Vernova Inc. | $37.48万 | 0.04% | 319 | 319 | — | $37.48万 | 新建仓 |
| CVX | Chevron Corp. | $35.76万 | 0.04% | 2,157 | 2 | 0.1% | $332 | 加仓 |
| META | Meta Platforms, Inc. | $35.41万 | 0.04% | 629 | 629 | — | $35.41万 | 新建仓 |