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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $3,910.74万 | 4.48% | 431,983 | 12,010 | 2.9% | $108.73万 | 加仓 |
| IEMG | ISHARES INC | $3,821.88万 | 4.38% | 547,940 | 148,562 | 37.2% | $1,036.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,843.86万 | 3.26% | 163,066 | 8,163 | 5.3% | $142.36万 | 加仓 |
| AAPL | APPLE INC | $2,654.29万 | 3.04% | 104,586 | 2,679 | 2.6% | $67.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,462.49万 | 2.82% | 66,523 | 2,808 | 4.4% | $103.94万 | 加仓 |
| GOOGL | ALPHABET INC | $1,697.04万 | 1.94% | 59,015 | -100 | -0.2% | -$2.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,507.37万 | 1.73% | 31,456 | -269 | -0.8% | -$12.89万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,495.28万 | 1.71% | 34,233 | -2,774 | -7.5% | -$121.17万 | 减仓 |
| V | VISA INC | $1,417.04万 | 1.62% | 46,885 | -506 | -1.1% | -$15.29万 | 减仓 |
| INFO | HARBOR ETF TRUST | $1,415.67万 | 1.62% | 602,670 | -85,730 | -12.5% | -$201.38万 | 减仓 |
| SHY | ISHARES TR | $1,285.21万 | 1.47% | 155,651 | 124,789 | 404.3% | $1,030.38万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,280.46万 | 1.47% | 167,293 | -101,709 | -37.8% | -$778.48万 | 减仓 |
| AVGO | BROADCOM INC | $1,268.12万 | 1.45% | 40,972 | 1,203 | 3.0% | $37.23万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,134.79万 | 1.30% | 407,463 | -76,386 | -15.8% | -$212.74万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,085.40万 | 1.24% | 372,605 | -79,271 | -17.5% | -$230.92万 | 减仓 |
| WINN | HARBOR ETF TRUST | $1,022.16万 | 1.17% | 368,637 | 86,258 | 30.5% | $239.18万 | 加仓 |
| AMZN | AMAZON COM INC | $1,007.52万 | 1.15% | 48,376 | -938 | -1.9% | -$19.54万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $995.51万 | 1.14% | 184,387 | 32,992 | 21.8% | $178.12万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $982.02万 | 1.12% | 250,070 | -40,513 | -13.9% | -$159.09万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $925.73万 | 1.06% | 144,850 | 130,192 | 888.2% | $832.05万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $899.43万 | 1.03% | 151,037 | 39,458 | 35.4% | $234.97万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $877.96万 | 1.01% | 119,223 | -10,370 | -8.0% | -$76.36万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $854.75万 | 0.98% | 116,865 | 116,865 | — | $854.75万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $826.41万 | 0.95% | 28,094 | -939 | -3.2% | -$27.62万 | 减仓 |
| NVS | NOVARTIS AG | $772.92万 | 0.88% | 50,600 | 3,928 | 8.4% | $60.00万 | 加仓 |
| GLDM | WORLD GOLD TR | $772.87万 | 0.88% | 83,382 | -7,024 | -7.8% | -$65.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $771.92万 | 0.88% | 209,990 | -17,190 | -7.6% | -$63.19万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $761.99万 | 0.87% | 22,547 | 7,106 | 46.0% | $240.15万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $760.55万 | 0.87% | 150,277 | 10,618 | 7.6% | $53.74万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $759.74万 | 0.87% | 262,431 | 19,322 | 7.9% | $55.94万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $752.91万 | 0.86% | 222,361 | 40,141 | 22.0% | $135.92万 | 加仓 |
| WMT | WALMART INC | $737.24万 | 0.84% | 59,321 | -14,669 | -19.8% | -$182.31万 | 减仓 |
| SHEL | SHELL PLC | $736.21万 | 0.84% | 79,162 | 25,669 | 48.0% | $238.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $705.21万 | 0.81% | 97,837 | -9,680 | -9.0% | -$69.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $701.39万 | 0.80% | 14,037 | 206 | 1.5% | $10.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $692.36万 | 0.79% | 178,167 | -17,531 | -9.0% | -$68.13万 | 减仓 |
| MBB | ISHARES TR | $678.08万 | 0.78% | 71,414 | 9,473 | 15.3% | $89.95万 | 加仓 |
| HAPI | HARBOR ETF TRUST | $670.30万 | 0.77% | 168,994 | 20,786 | 14.0% | $82.45万 | 加仓 |
| USIG | ISHARES TR | $668.09万 | 0.76% | 130,410 | 2,274 | 1.8% | $11.65万 | 加仓 |
| — | HARBOR ETF TRUST | $664.11万 | 0.76% | 162,513 | 23,661 | 17.0% | $96.69万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $659.41万 | 0.75% | 26,976 | 1,953 | 7.8% | $47.74万 | 加仓 |
| VB | VANGUARD INDEX FDS | $652.43万 | 0.75% | 24,909 | -18,626 | -42.8% | -$487.86万 | 减仓 |
| HGER | HARBOR ETF TRUST | $606.58万 | 0.69% | 195,608 | 195,608 | — | $606.58万 | 新建仓 |
| CSCO | CISCO SYS INC | $597.46万 | 0.68% | 77,002 | 205 | 0.3% | $1.59万 | 加仓 |
| GOOG | ALPHABET INC | $576.30万 | 0.66% | 20,090 | 1,623 | 8.8% | $46.56万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $570.44万 | 0.65% | 97,445 | 97,445 | — | $570.44万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $556.64万 | 0.64% | 90,777 | 67,282 | 286.4% | $412.57万 | 加仓 |
| MO | ALTRIA GROUP INC | $522.90万 | 0.60% | 79,239 | -37,402 | -32.1% | -$246.81万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $507.49万 | 0.58% | 142,835 | 1,918 | 1.4% | $6.81万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $506.80万 | 0.58% | 102,654 | -64,892 | -38.7% | -$320.37万 | 减仓 |
| EWJ | ISHARES INC | $447.22万 | 0.51% | 52,963 | 27,808 | 110.5% | $234.81万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $441.02万 | 0.50% | 13,054 | 10,400 | 391.9% | $351.35万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $425.92万 | 0.49% | 32,048 | 8,811 | 37.9% | $117.10万 | 加仓 |
| MRK | MERCK & CO INC | $413.14万 | 0.47% | 34,345 | 22,076 | 179.9% | $265.55万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $400.96万 | 0.46% | 4,024 | 58 | 1.5% | $5.78万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $392.06万 | 0.45% | 35,365 | -2,367 | -6.3% | -$26.24万 | 减仓 |
| — | HARBOR ETF TRUST | $391.97万 | 0.45% | 149,722 | 78,743 | 110.9% | $206.15万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $378.41万 | 0.43% | 17,711 | 3,950 | 28.7% | $84.40万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $374.79万 | 0.43% | 109,226 | 94,790 | 656.6% | $325.26万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $372.46万 | 0.43% | 115,598 | 6,704 | 6.2% | $21.60万 | 加仓 |
| TJX | TJX COS INC NEW | $368.39万 | 0.42% | 23,068 | -102 | -0.4% | -$1.63万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $360.58万 | 0.41% | 18,378 | -3,676 | -16.7% | -$72.12万 | 减仓 |
| — | EXXON MOBIL CORP | $353.74万 | 0.41% | 20,850 | -1,352 | -6.1% | -$22.94万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $349.57万 | 0.40% | 16,724 | 2,576 | 18.2% | $53.84万 | 加仓 |
| JBL | JABIL INC | $348.31万 | 0.40% | 13,113 | -2,916 | -18.2% | -$77.46万 | 减仓 |
| — | HARBOR ETF TRUST | $347.05万 | 0.40% | 114,732 | 114,732 | — | $347.05万 | 新建仓 |
| COR | CENCORA INC | $336.07万 | 0.38% | 10,698 | -28 | -0.3% | -$8,796 | 减仓 |
| — | TEMA ETF TRUST | $332.37万 | 0.38% | 98,536 | 98,536 | — | $332.37万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $304.87万 | 0.35% | 47,577 | 1,445 | 3.1% | $9.26万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $304.69万 | 0.35% | 24,816 | -150 | -0.6% | -$1.84万 | 减仓 |
| ABEV | AMBEV SA | $304.10万 | 0.35% | 1,041,440 | 98,387 | 10.4% | $28.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $296.43万 | 0.34% | 13,784 | -465 | -3.3% | -$10.00万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $288.39万 | 0.33% | 35,178 | 35,178 | — | $288.39万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $287.46万 | 0.33% | 4,120 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $284.90万 | 0.33% | 41,885 | 3,485 | 9.1% | $23.71万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $283.00万 | 0.32% | 4,352 | 155 | 3.7% | $10.08万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $279.31万 | 0.32% | 8,138 | 6,368 | 359.8% | $218.56万 | 加仓 |
| IVV | ISHARES TR | $277.90万 | 0.32% | 4,254 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $273.85万 | 0.31% | 18,721 | 1,340 | 7.7% | $19.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $264.00万 | 0.30% | 7,724 | 608 | 8.5% | $20.78万 | 加仓 |
| VO | VANGUARD INDEX FDS | $262.28万 | 0.30% | 9,133 | 9,133 | — | $262.28万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $255.65万 | 0.29% | 62,799 | 62,799 | — | $255.65万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $251.39万 | 0.29% | 40,976 | 40,976 | — | $251.39万 | 新建仓 |
| AOA | ISHARES TR | $246.37万 | 0.28% | 27,842 | -792 | -2.8% | -$7.01万 | 减仓 |
| FTI | TECHNIPFMC PLC | $238.09万 | 0.27% | 34,441 | -3,515 | -9.3% | -$24.30万 | 减仓 |
| IBDW | ISHARES TR | $233.47万 | 0.27% | 111,547 | 203 | 0.2% | $4,249 | 加仓 |
| LLY | ELI LILLY & CO | $229.11万 | 0.26% | 2,491 | 200 | 8.7% | $18.40万 | 加仓 |
| TSLA | TESLA INC | $227.14万 | 0.26% | 6,110 | 622 | 11.3% | $23.12万 | 加仓 |
| APH | AMPHENOL CORP | $226.81万 | 0.26% | 17,951 | 17,951 | — | $226.81万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $219.02万 | 0.25% | 15,163 | 13 | 0.1% | $1,878 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.25% | 3 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $214.95万 | 0.25% | 85,063 | -1,493 | -1.7% | -$3.77万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $212.81万 | 0.24% | 17,939 | -104 | -0.6% | -$1.23万 | 减仓 |
| GGG | GRACO INC | $211.07万 | 0.24% | 24,934 | 24,934 | — | $211.07万 | 新建仓 |
| IBDZ | ISHARES TR | $209.45万 | 0.24% | 80,373 | -1,622 | -2.0% | -$4.23万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $208.40万 | 0.24% | 10,245 | 111 | 1.1% | $2.26万 | 加仓 |
| IBCA | ISHARES TR | $207.28万 | 0.24% | 80,844 | 4,377 | 5.7% | $11.22万 | 加仓 |
| IBDY | ISHARES TR | $199.59万 | 0.23% | 77,210 | -1,419 | -1.8% | -$3.67万 | 减仓 |
| TIP | ISHARES TR | $192.52万 | 0.22% | 17,445 | -3,098 | -15.1% | -$34.19万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $191.28万 | 0.22% | 8,805 | -1,192 | -11.9% | -$25.89万 | 减仓 |