Archford Capital Strategies, LLC
SWANSEA IL · SEC CIK 0001606609
$8.73亿2026Q1 申报市值
341持仓数
26.6%前十大占比 · 第一大 4.5%
42 / 33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
IEMG 加仓+$1,036.22万
SHY 加仓+$1,030.38万
SPLV 新建仓+$854.75万
HELO 加仓+$832.05万
HGER 新建仓+$606.58万
2026Q1 卖出最多 按季末市值估算
RECS 减仓-$1,155.45万
SPYM 减仓-$778.48万
VB 减仓-$487.86万
CTA 减仓-$466.46万
BALT 清仓-$402.22万
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 |
|---|---|---|---|---|---|---|---|---|
| IBMP | ISHARES TR | $31.21万 | 0.04% | 12,270 | 1,200 | 10.8% | $3.05万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $31.42万 | 0.04% | 10,397 | -154,348 | -93.7% | -$466.46万 | 减仓 |
| XT | ISHARES TR | $31.67万 | 0.04% | 4,647 | -1,262 | -21.4% | -$8.60万 | 减仓 |
| ASAN | ASANA INC | $32.09万 | 0.04% | 50,133 | 20,133 | 67.1% | $12.89万 | 加仓 |
| PAVE | GLOBAL X FDS | $32.11万 | 0.04% | 6,320 | 131 | 2.1% | $6,656 | 加仓 |
| ARKK | ARK ETF TR | $32.13万 | 0.04% | 4,754 | 17 | 0.4% | $1,149 | 加仓 |
| TPR | TAPESTRY INC | $32.51万 | 0.04% | 2,304 | 35 | 1.5% | $4,939 | 加仓 |
| IBMQ | ISHARES TR | $32.59万 | 0.04% | 12,764 | 669 | 5.5% | $1.71万 | 加仓 |
| IBMR | ISHARES TR | $33.90万 | 0.04% | 13,373 | 583 | 4.6% | $1.48万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.04万 | 0.04% | 8,995 | -4,648 | -34.1% | -$17.59万 | 减仓 |
| IQV | IQVIA HLDGS INC | $34.64万 | 0.04% | 2,031 | -209 | -9.3% | -$3.56万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $34.92万 | 0.04% | 4,804 | 154 | 3.3% | $1.12万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $35.16万 | 0.04% | 4,616 | 4,616 | — | $35.16万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $35.17万 | 0.04% | 6,899 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $35.72万 | 0.04% | 1,271 | 31 | 2.5% | $8,713 | 加仓 |
| BLK | BLACKROCK INC | $36.06万 | 0.04% | 375 | 13 | 3.6% | $1.25万 | 加仓 |
| TGT | TARGET CORP | $36.15万 | 0.04% | 2,983 | 690 | 30.1% | $8.36万 | 加仓 |
| EEM | ISHARES TR | $37.06万 | 0.04% | 6,525 | -61 | -0.9% | -$3,464 | 减仓 |
| AMGN | AMGEN INC | $37.09万 | 0.04% | 1,054 | -311 | -22.8% | -$10.94万 | 减仓 |
| BAC | BANK AMERICA CORP | $37.63万 | 0.04% | 7,718 | -381 | -4.7% | -$1.86万 | 减仓 |
| DHR | DANAHER CORP DEL | $37.64万 | 0.04% | 1,985 | 475 | 31.5% | $9.01万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $38.89万 | 0.04% | 2,227 | 84 | 3.9% | $1.47万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $39.01万 | 0.04% | 2,360 | 42 | 1.8% | $6,943 | 加仓 |
| MUNI | PIMCO ETF TR | $39.05万 | 0.04% | 7,482 | 7,482 | — | $39.05万 | 新建仓 |
| — | GLOBAL X FDS | $39.17万 | 0.04% | 15,224 | -6,588 | -30.2% | -$16.95万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $39.59万 | 0.05% | 1,828 | 22 | 1.2% | $4,765 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.59万 | 0.05% | 7,161 | -47,179 | -86.8% | -$267.41万 | 减仓 |
| WM | WASTE MGMT INC DEL | $40.67万 | 0.05% | 1,770 | 69 | 4.1% | $1.59万 | 加仓 |
| ECL | ECOLAB INC | $41.90万 | 0.05% | 1,575 | -777 | -33.0% | -$20.67万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $41.90万 | 0.05% | 26,385 | -17 | -0.1% | -$270 | 减仓 |
| EMR | EMERSON ELEC CO | $42.45万 | 0.05% | 3,240 | -52 | -1.6% | -$6,813 | 减仓 |
| KO | COCA COLA CO | $42.96万 | 0.05% | 5,649 | 20 | 0.4% | $1,521 | 加仓 |
| — | EA SERIES TRUST | $43.94万 | 0.05% | 15,843 | 15,843 | — | $43.94万 | 新建仓 |
| T | AT&T INC | $44.10万 | 0.05% | 15,212 | 1,503 | 11.0% | $4.36万 | 加仓 |
| SNA | SNAP ON INC | $45.22万 | 0.05% | 1,245 | -266 | -17.6% | -$9.66万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $45.40万 | 0.05% | 4,615 | 183 | 4.1% | $1.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $45.47万 | 0.05% | 761 | 15 | 2.0% | $8,963 | 加仓 |
| URA | GLOBAL X FDS | $46.23万 | 0.05% | 9,546 | -1,680 | -15.0% | -$8.14万 | 减仓 |
| FN | FABRINET | $46.26万 | 0.05% | 887 | 269 | 43.5% | $14.03万 | 加仓 |
| DIS | DISNEY WALT CO | $46.35万 | 0.05% | 4,809 | -441 | -8.4% | -$4.25万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $46.38万 | 0.05% | 5,857 | 2,602 | 79.9% | $20.60万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $46.43万 | 0.05% | 1,804 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $47.34万 | 0.05% | 1,889 | 309 | 19.6% | $7.74万 | 加仓 |
| VST | VISTRA CORP | $48.95万 | 0.06% | 3,256 | 3,256 | — | $48.95万 | 新建仓 |
| AOR | ISHARES TR | $49.49万 | 0.06% | 7,690 | -800 | -9.4% | -$5.15万 | 减仓 |
| PATH | UIPATH INC | $49.80万 | 0.06% | 44,867 | -722 | -1.6% | -$8,014 | 减仓 |
| INTU | INTUIT | $50.72万 | 0.06% | 1,173 | -291 | -19.9% | -$12.58万 | 减仓 |
| BOTZ | GLOBAL X FDS | $51.19万 | 0.06% | 15,408 | -3,583 | -18.9% | -$11.90万 | 减仓 |
| CRM | SALESFORCE INC | $51.37万 | 0.06% | 2,752 | -1,452 | -34.5% | -$27.10万 | 减仓 |
| — | GLOBAL X FDS | $51.91万 | 0.06% | 22,473 | 4,542 | 25.3% | $10.49万 | 加仓 |
| PFE | PFIZER INC | $52.13万 | 0.06% | 18,565 | 3,603 | 24.1% | $10.12万 | 加仓 |
| DTCR | GLOBAL X FDS | $52.59万 | 0.06% | 21,947 | -7,499 | -25.5% | -$17.97万 | 减仓 |
| SHV | ISHARES TR | $52.72万 | 0.06% | 4,776 | -478 | -9.1% | -$5.28万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $53.32万 | 0.06% | 3,297 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $53.55万 | 0.06% | 4,834 | -893 | -15.6% | -$9.89万 | 减仓 |
| ADI | ANALOG DEVICES INC | $54.56万 | 0.06% | 1,715 | 22 | 1.3% | $6,999 | 加仓 |
| SHLD | GLOBAL X FDS | $55.50万 | 0.06% | 7,834 | 7,834 | — | $55.50万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $55.72万 | 0.06% | 3,044 | 1,039 | 51.8% | $19.02万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $56.15万 | 0.06% | 7,806 | -180 | -2.3% | -$1.29万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $56.33万 | 0.06% | 4,635 | -359 | -7.2% | -$4.36万 | 减仓 |
| ACWI | ISHARES TR | $56.51万 | 0.06% | 4,084 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $56.78万 | 0.07% | 6,948 | -843 | -10.8% | -$6.89万 | 减仓 |
| PCAR | PACCAR INC | $57.53万 | 0.07% | 4,981 | 43 | 0.9% | $4,967 | 加仓 |
| QQQ | INVESCO QQQ TR | $57.54万 | 0.07% | 997 | 50 | 5.3% | $2.89万 | 加仓 |
| — | CARNIVAL PLC | $57.56万 | 0.07% | 22,337 | -115,861 | -83.8% | -$298.57万 | 减仓 |
| CMI | CUMMINS INC | $58.34万 | 0.07% | 1,084 | 243 | 28.9% | $13.08万 | 加仓 |
| ESGU | ISHARES TR | $58.41万 | 0.07% | 4,130 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $58.91万 | 0.07% | 2,973 | 19 | 0.6% | $3,765 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $60.19万 | 0.07% | 7,188 | 7,188 | — | $60.19万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $61.09万 | 0.07% | 2,891 | 2,891 | — | $61.09万 | 新建仓 |
| CVSA | COVISTA INC | $64.76万 | 0.07% | 5,619 | -2,229 | -28.4% | -$25.69万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $65.44万 | 0.07% | 5,984 | 615 | 11.5% | $6.73万 | 加仓 |
| PEP | PEPSICO INC | $65.64万 | 0.08% | 4,227 | 367 | 9.5% | $5.70万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $67.37万 | 0.08% | 2,036 | 12 | 0.6% | $3,970 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $67.50万 | 0.08% | 8,145 | 3,138 | 62.7% | $26.00万 | 加仓 |
| ET | ENERGY TRANSFER L P | $67.96万 | 0.08% | 35,213 | -6,276 | -15.1% | -$12.11万 | 减仓 |
| ORCL | ORACLE CORP | $68.05万 | 0.08% | 4,626 | 485 | 11.7% | $7.13万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $68.28万 | 0.08% | 2,418 | -945 | -28.1% | -$26.68万 | 减仓 |
| PTC | PTC INC | $69.86万 | 0.08% | 4,903 | 80 | 1.7% | $1.14万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $69.88万 | 0.08% | 4,766 | -16,099 | -77.2% | -$236.04万 | 减仓 |
| CAT | CATERPILLAR INC | $70.92万 | 0.08% | 1,001 | -190 | -16.0% | -$13.46万 | 减仓 |
| SUB | ISHARES TR | $71.55万 | 0.08% | 6,718 | 68 | 1.0% | $7,242 | 加仓 |
| SSNC | SS&C TECH HLDGS | $73.91万 | 0.08% | 10,939 | -2,705 | -19.8% | -$18.28万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $75.53万 | 0.09% | 1,573 | -117 | -6.9% | -$5.62万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $76.31万 | 0.09% | 5,607 | -396 | -6.6% | -$5.39万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $76.40万 | 0.09% | 2,630 | -105 | -3.8% | -$3.05万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $77.30万 | 0.09% | 21,829 | -1,627 | -6.9% | -$5.76万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $77.47万 | 0.09% | 2,863 | -156 | -5.2% | -$4.22万 | 减仓 |
| IWD | ISHARES TR | $79.61万 | 0.09% | 3,726 | 61 | 1.7% | $1.30万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $79.79万 | 0.09% | 15,993 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $79.93万 | 0.09% | 5,397 | -100 | -1.8% | -$1.48万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $80.20万 | 0.09% | 1,038 | 1,038 | — | $80.20万 | 新建仓 |
| D | DOMINION ENERGY INC | $81.84万 | 0.09% | 13,239 | -28 | -0.2% | -$1,731 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $84.18万 | 0.10% | 7,725 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $85.47万 | 0.10% | 11,795 | 11,795 | — | $85.47万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $86.04万 | 0.10% | 8,019 | 2,361 | 41.7% | $25.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.14万 | 0.10% | 1,018 | 30 | 3.0% | $2.54万 | 加仓 |
| USB | US BANCORP | $88.45万 | 0.10% | 17,006 | 3,686 | 27.7% | $19.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $89.19万 | 0.10% | 12,540 | 3,352 | 36.5% | $23.84万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $91.56万 | 0.10% | 11,511 | 117 | 1.0% | $9,306 | 加仓 |