Archford Capital Strategies, LLC
SWANSEA IL · SEC CIK 0001606609
$9.87亿2026Q2 申报市值
359持仓数
28.7%前十大占比 · 第一大 4.8%
31 / 17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
SPYM 加仓+$1,676.92万
CAOS 新建仓+$620.67万
JNJ 加仓+$346.92万
ADBE 重新持有+$321.74万
IEFA 加仓+$296.08万
2026Q2 卖出最多 按季末市值估算
SHY 减仓-$1,039.93万
SPLV 清仓-$854.75万
EXXON MOBIL CORP 清仓-$353.74万
JBL 减仓-$314.26万
INTC 减仓-$267.52万
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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $4,763.40万 | 4.82% | 575,012 | 27,072 | 4.9% | $224.26万 | 加仓 |
| IEFA | ISHARES TR | $4,468.17万 | 4.52% | 462,639 | 30,656 | 7.1% | $296.08万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,147.09万 | 3.19% | 358,112 | 190,819 | 114.1% | $1,676.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,136.06万 | 3.18% | 156,732 | -6,334 | -3.9% | -$126.74万 | 减仓 |
| AAPL | APPLE INC | $3,045.38万 | 3.08% | 105,245 | 659 | 0.6% | $19.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,539.84万 | 2.57% | 68,089 | 1,566 | 2.4% | $58.41万 | 加仓 |
| GOOGL | ALPHABET INC | $2,022.32万 | 2.05% | 56,589 | -2,426 | -4.1% | -$86.70万 | 减仓 |
| V | VISA INC | $1,775.03万 | 1.80% | 51,737 | 4,852 | 10.3% | $166.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,737.68万 | 1.76% | 201,727 | -3,671 | -1.8% | -$31.62万 | 减仓 |
| AVGO | BROADCOM INC | $1,673.58万 | 1.69% | 44,304 | 3,332 | 8.1% | $125.87万 | 加仓 |
| INFO | HARBOR ETF TRUST | $1,656.33万 | 1.68% | 609,085 | 6,415 | 1.1% | $17.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,569.82万 | 1.59% | 31,372 | -84 | -0.3% | -$4.20万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,294.28万 | 1.31% | 416,168 | 8,705 | 2.1% | $27.07万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,270.87万 | 1.29% | 375,554 | 2,949 | 0.8% | $9.98万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,250.91万 | 1.27% | 10,837 | -2,217 | -17.0% | -$255.91万 | 减仓 |
| WINN | HARBOR ETF TRUST | $1,215.85万 | 1.23% | 374,455 | 5,818 | 1.6% | $18.89万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $1,201.96万 | 1.22% | 251,799 | 1,729 | 0.7% | $8.25万 | 加仓 |
| AMZN | AMAZON COM INC | $1,151.77万 | 1.17% | 48,325 | -51 | -0.1% | -$1.22万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,066.81万 | 1.08% | 157,859 | 13,009 | 9.0% | $87.91万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,043.35万 | 1.06% | 191,581 | 7,194 | 3.9% | $39.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,035.87万 | 1.05% | 21,690 | -857 | -3.8% | -$40.93万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,032.03万 | 1.05% | 40,636 | 13,660 | 50.6% | $346.92万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $906.32万 | 0.92% | 153,666 | 2,629 | 1.7% | $15.51万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $900.32万 | 0.91% | 223,904 | 1,543 | 0.7% | $6.20万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $892.92万 | 0.90% | 20,606 | 2,895 | 16.3% | $125.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $892.53万 | 0.90% | 213,883 | 3,893 | 1.9% | $16.25万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $890.46万 | 0.90% | 121,299 | 2,076 | 1.7% | $15.24万 | 加仓 |
| CSCO | CISCO SYS INC | $848.76万 | 0.86% | 72,260 | -4,742 | -6.2% | -$55.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $838.17万 | 0.85% | 27,652 | 2,743 | 11.0% | $83.14万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $820.01万 | 0.83% | 268,505 | 6,074 | 2.3% | $18.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $813.84万 | 0.82% | 99,273 | 1,436 | 1.5% | $11.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $802.29万 | 0.81% | 180,859 | 2,692 | 1.5% | $11.94万 | 加仓 |
| NVS | NOVARTIS AG | $782.16万 | 0.79% | 49,908 | -692 | -1.4% | -$10.85万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $780.52万 | 0.79% | 154,344 | 4,067 | 2.7% | $20.57万 | 加仓 |
| HAPI | HARBOR ETF TRUST | $760.87万 | 0.77% | 171,414 | 2,420 | 1.4% | $10.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $725.13万 | 0.73% | 22,153 | -5,941 | -21.1% | -$194.46万 | 减仓 |
| GOOG | ALPHABET INC | $709.10万 | 0.72% | 20,069 | -21 | -0.1% | -$7,420 | 减仓 |
| GLDM | WORLD GOLD TR | $707.58万 | 0.72% | 89,093 | 5,711 | 6.8% | $45.36万 | 加仓 |
| USIG | ISHARES TR | $697.56万 | 0.71% | 136,004 | 5,594 | 4.3% | $28.69万 | 加仓 |
| — | HARBOR ETF TRUST | $694.35万 | 0.70% | 169,789 | 7,276 | 4.5% | $29.76万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $663.60万 | 0.67% | 34,831 | 2,783 | 8.7% | $53.02万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $661.25万 | 0.67% | 91,485 | 708 | 0.8% | $5.12万 | 加仓 |
| MBB | ISHARES TR | $650.54万 | 0.66% | 68,826 | -2,588 | -3.6% | -$24.46万 | 减仓 |
| CAOS | EA SERIES TRUST | $620.67万 | 0.63% | 68,689 | 68,689 | — | $620.67万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $608.62万 | 0.62% | 8,418 | 694 | 9.0% | $50.18万 | 加仓 |
| WMT | WALMART INC | $606.44万 | 0.61% | 53,544 | -5,777 | -9.7% | -$65.43万 | 减仓 |
| HGER | HARBOR ETF TRUST | $579.54万 | 0.59% | 197,525 | 1,917 | 1.0% | $5.62万 | 加仓 |
| MO | ALTRIA GROUP INC | $576.29万 | 0.58% | 80,096 | 857 | 1.1% | $6.17万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $573.42万 | 0.58% | 98,525 | 1,080 | 1.1% | $6.29万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $549.16万 | 0.56% | 10,692 | -3,345 | -23.8% | -$171.81万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $543.78万 | 0.55% | 145,941 | 3,106 | 2.2% | $11.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $543.59万 | 0.55% | 9,358 | -887 | -8.7% | -$51.52万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $541.07万 | 0.55% | 100,927 | -1,727 | -1.7% | -$9.26万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $500.76万 | 0.51% | 5,353 | 1,329 | 33.0% | $124.32万 | 加仓 |
| EWJ | ISHARES INC | $496.78万 | 0.50% | 53,262 | 299 | 0.6% | $2.79万 | 加仓 |
| SHEL | SHELL PLC | $442.92万 | 0.45% | 57,122 | -22,040 | -27.8% | -$170.90万 | 减仓 |
| TJX | TJX COS INC NEW | $430.80万 | 0.44% | 28,436 | 5,368 | 23.3% | $81.32万 | 加仓 |
| — | HARBOR ETF TRUST | $426.38万 | 0.43% | 152,920 | 3,198 | 2.1% | $8.92万 | 加仓 |
| — | TEMA ETF TRUST | $421.09万 | 0.43% | 100,861 | 2,325 | 2.4% | $9.71万 | 加仓 |
| APH | AMPHENOL CORP | $420.47万 | 0.43% | 23,847 | 5,896 | 32.8% | $103.96万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $415.34万 | 0.42% | 24,449 | -367 | -1.5% | -$6.23万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD III | $404.24万 | 0.41% | 113,870 | 4,644 | 4.3% | $16.49万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $403.28万 | 0.41% | 118,178 | 2,580 | 2.2% | $8.80万 | 加仓 |
| — | HARBOR ETF TRUST | $398.04万 | 0.40% | 123,301 | 8,569 | 7.5% | $27.66万 | 加仓 |
| VGT | VANGUARD WORLD FD | $393.94万 | 0.40% | 32,960 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $383.52万 | 0.39% | 17,598 | -780 | -4.2% | -$17.00万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $368.66万 | 0.37% | 10,407 | 2,269 | 27.9% | $80.38万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $365.25万 | 0.37% | 25,258 | 7,319 | 40.8% | $105.84万 | 加仓 |
| MRK | MERCK & CO INC | $351.50万 | 0.36% | 27,354 | -6,991 | -20.4% | -$89.84万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $337.93万 | 0.34% | 47,429 | -148 | -0.3% | -$1.05万 | 减仓 |
| ADBE | ADOBE INC | $337.01万 | 0.34% | 16,438 | 15,693 | 2,106.4% | $321.74万 | 重新持有 |
| XLC | SELECT SECTOR SPDR TR | $324.72万 | 0.33% | 30,311 | -5,054 | -14.3% | -$54.14万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $322.25万 | 0.33% | 42,373 | 488 | 1.2% | $3.71万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $322.15万 | 0.33% | 4,314 | -38 | -0.9% | -$2.84万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $317.94万 | 0.32% | 15,770 | -954 | -5.7% | -$19.23万 | 减仓 |
| IVV | ISHARES TR | $317.04万 | 0.32% | 4,233 | -21 | -0.5% | -$1.57万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $311.45万 | 0.32% | 13,163 | -621 | -4.5% | -$14.69万 | 减仓 |
| LLY | ELI LILLY & CO | $310.17万 | 0.31% | 2,586 | 95 | 3.8% | $11.39万 | 加仓 |
| VO | VANGUARD INDEX FDS | $304.92万 | 0.31% | 37,845 | 1,313 | 3.6% | $10.58万 | 加仓 |
| COR | CENCORA INC | $299.43万 | 0.30% | 10,581 | -117 | -1.1% | -$3.31万 | 减仓 |
| AOA | ISHARES TR | $290.34万 | 0.29% | 29,748 | 1,906 | 6.8% | $18.60万 | 加仓 |
| TSLA | TESLA INC | $266.16万 | 0.27% | 6,328 | 218 | 3.6% | $9.17万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $259.72万 | 0.26% | 10,409 | 1,205 | 13.1% | $30.07万 | 加仓 |
| RAAX | VANECK ETF TRUST | $257.49万 | 0.26% | 64,908 | 2,109 | 3.4% | $8.37万 | 加仓 |
| AIQ | GLOBAL X FDS | $256.57万 | 0.26% | 39,105 | -110 | -0.3% | -$7,217 | 减仓 |
| TXN | TEXAS INSTRS INC | $239.64万 | 0.24% | 8,040 | 156 | 2.0% | $4.65万 | 加仓 |
| SHY | ISHARES TR | $238.13万 | 0.24% | 29,001 | -126,650 | -81.4% | -$1,039.93万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $225.27万 | 0.23% | 19,308 | 587 | 3.1% | $6.85万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.23% | 3 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $223.31万 | 0.23% | 15,228 | 65 | 0.4% | $9,532 | 加仓 |
| IBDW | ISHARES TR | $222.26万 | 0.23% | 106,653 | -4,894 | -4.4% | -$10.20万 | 减仓 |
| META | META PLATFORMS INC | $221.60万 | 0.22% | 3,934 | 2,260 | 135.0% | $127.30万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $218.07万 | 0.22% | 5,963 | -130 | -2.1% | -$4.75万 | 减仓 |
| ABEV | AMBEV SA | $216.26万 | 0.22% | 688,742 | -352,698 | -33.9% | -$110.75万 | 减仓 |
| — | HARBOR ETF TRUST | $208.74万 | 0.21% | 79,096 | -84 | -0.1% | -$2,217 | 减仓 |
| VBR | VANGUARD INDEX FDS | $207.87万 | 0.21% | 8,555 | -250 | -2.8% | -$6.07万 | 减仓 |
| QCOM | QUALCOMM INC | $205.24万 | 0.21% | 11,107 | 2,565 | 30.0% | $47.40万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $204.90万 | 0.21% | 34,327 | -738 | -2.1% | -$4.41万 | 减仓 |
| ASML | ASML HLDG NV | $202.92万 | 0.21% | 1,020 | -151 | -12.9% | -$30.04万 | 减仓 |
| IBDX | ISHARES TR | $202.88万 | 0.21% | 80,541 | -4,522 | -5.3% | -$11.39万 | 减仓 |