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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $189.52万 | 0.22% | 35,065 | -664 | -1.9% | -$3.59万 | 减仓 |
| FHI | FEDERATED HERMES INC | $187.73万 | 0.21% | 33,104 | 8,746 | 35.9% | $49.60万 | 加仓 |
| — | HARBOR ETF TRUST | $187.52万 | 0.21% | 79,180 | -52,791 | -40.0% | -$125.02万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $187.51万 | 0.21% | 20,188 | 173 | 0.9% | $1.61万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $184.16万 | 0.21% | 6,093 | -1,690 | -21.7% | -$51.08万 | 减仓 |
| HD | HOME DEPOT INC | $184.16万 | 0.21% | 5,599 | -236 | -4.0% | -$7.76万 | 减仓 |
| AIQ | GLOBAL X FDS | $183.01万 | 0.21% | 39,215 | -731 | -1.8% | -$3.41万 | 减仓 |
| NFLX | NETFLIX INC. | $182.19万 | 0.21% | 18,948 | -14,169 | -42.8% | -$136.23万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $181.41万 | 0.21% | 9,204 | 9,204 | — | $181.41万 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $175.78万 | 0.20% | 16,270 | -29 | -0.2% | -$3,133 | 减仓 |
| NEM | NEWMONT CORP | $173.04万 | 0.20% | 15,985 | -165 | -1.0% | -$1.79万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD III | $172.99万 | 0.20% | 57,277 | 57,277 | — | $172.99万 | 新建仓 |
| MLI | MUELLER INDS INC | $172.60万 | 0.20% | 15,578 | 636 | 4.3% | $7.05万 | 加仓 |
| GSK | GSK PLC | $169.76万 | 0.19% | 30,759 | 30,759 | — | $169.76万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $166.77万 | 0.19% | 27,223 | 266 | 1.0% | $1.63万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $166.52万 | 0.19% | 2,755 | -76 | -2.7% | -$4.59万 | 减仓 |
| IDXX | IDEXX LABS INC | $166.38万 | 0.19% | 2,961 | 2,961 | — | $166.38万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $165.33万 | 0.19% | 6,821 | -8 | -0.1% | -$1,939 | 减仓 |
| LOW | LOWES COS INC | $162.94万 | 0.19% | 6,896 | 662 | 10.6% | $15.64万 | 加仓 |
| CVX | CHEVRON CORPORATION | $161.15万 | 0.18% | 7,789 | 138 | 1.8% | $2.86万 | 加仓 |
| — | HONEYWELL INTL INC | $157.79万 | 0.18% | 6,981 | -5 | -0.1% | -$1,130 | 减仓 |
| — | EA SERIES TRUST | $154.70万 | 0.18% | 64,446 | 64,446 | — | $154.70万 | 新建仓 |
| ASML | ASML HLDG NV | $154.67万 | 0.18% | 1,171 | 657 | 127.8% | $86.78万 | 加仓 |
| IWF | ISHARES TR | $154.66万 | 0.18% | 3,627 | 27 | 0.8% | $1.15万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $154.25万 | 0.18% | 71,215 | -69,776 | -49.5% | -$151.13万 | 减仓 |
| TXN | TEXAS INSTRS INC | $153.05万 | 0.18% | 7,884 | -31 | -0.4% | -$6,018 | 减仓 |
| HLN | HALEON PLC | $151.15万 | 0.17% | 150,995 | -88,533 | -37.0% | -$88.62万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $150.54万 | 0.17% | 7,844 | -348 | -4.2% | -$6.68万 | 减仓 |
| UNP | UNION PAC CORP | $150.38万 | 0.17% | 6,198 | 54 | 0.9% | $1.31万 | 加仓 |
| IWM | ISHARES TR | $149.10万 | 0.17% | 6,012 | -834 | -12.2% | -$20.68万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $148.21万 | 0.17% | 12,648 | -5,510 | -30.3% | -$64.57万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $148.01万 | 0.17% | 24,618 | -913 | -3.6% | -$5.49万 | 减仓 |
| MGC | VANGUARD WORLD FD | $146.59万 | 0.17% | 6,202 | -215 | -3.4% | -$5.08万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $142.61万 | 0.16% | 21,571 | -3,215 | -13.0% | -$21.25万 | 减仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $141.97万 | 0.16% | 40,843 | 6,230 | 18.0% | $21.66万 | 加仓 |
| RTX | RTX CORPORATION | $141.82万 | 0.16% | 7,352 | 84 | 1.2% | $1.62万 | 加仓 |
| IBDR | ISHARES TR | $138.85万 | 0.16% | 57,280 | -1,112 | -1.9% | -$2.70万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $137.28万 | 0.16% | 28,056 | -15,050 | -34.9% | -$73.64万 | 减仓 |
| MCK | MCKESSON CORP | $130.24万 | 0.15% | 1,505 | -161 | -9.7% | -$13.93万 | 减仓 |
| VLO | VALERO ENERGY CORP | $129.10万 | 0.15% | 5,225 | -8 | -0.2% | -$1,977 | 减仓 |
| HCA | HCA HEALTHCARE INC | $129.01万 | 0.15% | 2,726 | 2,726 | — | $129.01万 | 新建仓 |
| — | HARBOR ETF TRUST | $128.36万 | 0.15% | 67,551 | 5,524 | 8.9% | $10.50万 | 加仓 |
| IBDT | ISHARES TR | $127.87万 | 0.15% | 50,481 | -773 | -1.5% | -$1.96万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $125.68万 | 0.14% | 2,557 | 45 | 1.8% | $2.21万 | 加仓 |
| ABBV | ABBVIE INC | $124.77万 | 0.14% | 5,737 | 461 | 8.7% | $10.03万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $122.47万 | 0.14% | 10,693 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $121.69万 | 0.14% | 50,203 | -789 | -1.5% | -$1.91万 | 减仓 |
| MUB | ISHARES TR | $120.24万 | 0.14% | 11,327 | -58 | -0.5% | -$6,157 | 减仓 |
| IBDU | ISHARES TR | $120.08万 | 0.14% | 51,627 | -1,018 | -1.9% | -$2.37万 | 减仓 |
| PWR | QUANTA SVCS INC | $118.53万 | 0.14% | 2,159 | -272 | -11.2% | -$14.93万 | 减仓 |
| SO | SOUTHERN CO | $118.03万 | 0.14% | 12,229 | -684 | -5.3% | -$6.60万 | 减仓 |
| IBDV | ISHARES TR | $117.90万 | 0.13% | 53,860 | -1,134 | -2.1% | -$2.48万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $117.24万 | 0.13% | 16,533 | 16,533 | — | $117.24万 | 新建仓 |
| IVW | ISHARES TR | $114.17万 | 0.13% | 10,094 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $113.79万 | 0.13% | 3,547 | 655 | 22.6% | $21.01万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $113.56万 | 0.13% | 22,355 | 0 | 0.0% | — | 不变 |
| LAUR | LAUREATE ED INC | $112.99万 | 0.13% | 32,432 | 32,432 | — | $112.99万 | 新建仓 |
| MCD | MCDONALDS CORP | $110.78万 | 0.13% | 3,564 | -774 | -17.8% | -$24.06万 | 减仓 |
| QCOM | QUALCOMM INC | $110.01万 | 0.13% | 8,542 | -67 | -0.8% | -$8,628 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $108.80万 | 0.12% | 7,866 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $107.72万 | 0.12% | 1,234 | -1,931 | -61.0% | -$168.56万 | 减仓 |
| GLD | SPDR GOLD TR | $107.23万 | 0.12% | 2,492 | -72 | -2.8% | -$3.10万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $104.47万 | 0.12% | 1,167 | 1,167 | — | $104.47万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $104.27万 | 0.12% | 5,719 | 185 | 3.3% | $3.37万 | 加仓 |
| SAN | BANCO SANTANDER SA | $104.22万 | 0.12% | 92,395 | 1,164 | 1.3% | $1.31万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $103.91万 | 0.12% | 17,677 | -112 | -0.6% | -$6,583 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $102.89万 | 0.12% | 20,497 | 1,281 | 6.7% | $6.43万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $102.68万 | 0.12% | 7,842 | -122 | -1.5% | -$1.60万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $101.47万 | 0.12% | 241 | -38 | -13.6% | -$16.00万 | 减仓 |
| INTC | INTEL CORP | $99.20万 | 0.11% | 22,479 | 685 | 3.1% | $3.02万 | 加仓 |
| WFC | WELLS FARGO & CO | $99.08万 | 0.11% | 12,446 | -2,186 | -14.9% | -$17.40万 | 减仓 |
| VRSN | VERISIGN INC | $98.75万 | 0.11% | 3,976 | -5,956 | -60.0% | -$147.93万 | 减仓 |
| FAST | FASTENAL CO | $98.66万 | 0.11% | 21,262 | -920 | -4.1% | -$4.27万 | 减仓 |
| — | DBX ETF TR | $97.52万 | 0.11% | 27,508 | 354 | 1.3% | $1.26万 | 加仓 |
| META | META PLATFORMS INC | $95.77万 | 0.11% | 1,674 | 501 | 42.7% | $28.66万 | 加仓 |
| MOAT | VANECK ETF TRUST | $94.56万 | 0.11% | 9,778 | -499 | -4.9% | -$4.83万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $93.64万 | 0.11% | 33,276 | 897 | 2.8% | $2.52万 | 加仓 |
| AEE | AMEREN CORP | $92.53万 | 0.11% | 8,418 | 181 | 2.2% | $1.99万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $91.56万 | 0.10% | 11,511 | 117 | 1.0% | $9,306 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $89.19万 | 0.10% | 12,540 | 3,352 | 36.5% | $23.84万 | 加仓 |
| USB | US BANCORP | $88.45万 | 0.10% | 17,006 | 3,686 | 27.7% | $19.17万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.14万 | 0.10% | 1,018 | 30 | 3.0% | $2.54万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $86.04万 | 0.10% | 8,019 | 2,361 | 41.7% | $25.33万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $85.47万 | 0.10% | 11,795 | 11,795 | — | $85.47万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $84.18万 | 0.10% | 7,725 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $81.84万 | 0.09% | 13,239 | -28 | -0.2% | -$1,731 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $80.20万 | 0.09% | 1,038 | 1,038 | — | $80.20万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $79.93万 | 0.09% | 5,397 | -100 | -1.8% | -$1.48万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $79.79万 | 0.09% | 15,993 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $79.61万 | 0.09% | 3,726 | 61 | 1.7% | $1.30万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $77.47万 | 0.09% | 2,863 | -156 | -5.2% | -$4.22万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $77.30万 | 0.09% | 21,829 | -1,627 | -6.9% | -$5.76万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $76.40万 | 0.09% | 2,630 | -105 | -3.8% | -$3.05万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $76.31万 | 0.09% | 5,607 | -396 | -6.6% | -$5.39万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $75.53万 | 0.09% | 1,573 | -117 | -6.9% | -$5.62万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $73.91万 | 0.08% | 10,939 | -2,705 | -19.8% | -$18.28万 | 减仓 |
| SUB | ISHARES TR | $71.55万 | 0.08% | 6,718 | 68 | 1.0% | $7,242 | 加仓 |
| CAT | CATERPILLAR INC | $70.92万 | 0.08% | 1,001 | -190 | -16.0% | -$13.46万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $69.88万 | 0.08% | 4,766 | -16,099 | -77.2% | -$236.04万 | 减仓 |
| PTC | PTC INC | $69.86万 | 0.08% | 4,903 | 80 | 1.7% | $1.14万 | 加仓 |