Arvest Bank Trust Division
DEWEY OK · SEC CIK 0001625959
$18.40亿2026Q1 申报市值
221持仓数
42.7%前十大占比 · 第一大 7.6%
23 / 10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
WMT 加仓+$1,707.12万
VEA 加仓+$987.96万
MSFT 加仓+$906.81万
IGV 新建仓+$601.94万
SPYM 加仓+$555.18万
2026Q1 卖出最多 按季末市值估算
BBEU 清仓-$1,705.55万
MU 减仓-$1,391.09万
OMC 减仓-$1,088.64万
UNP 减仓-$1,053.80万
IVW 减仓-$647.37万
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 | $1,342.23万 | 0.73% | 148,264 | -1,914 | -1.3% | -$17.33万 | 减仓 |
| ABBV | ABBVIE INC | $1,417.64万 | 0.77% | 65,182 | -1,139 | -1.7% | -$24.77万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,457.27万 | 0.79% | 43,135 | -41,176 | -48.8% | -$1,391.09万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $1,483.66万 | 0.81% | 50,866 | -978 | -1.9% | -$28.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,485.80万 | 0.81% | 60,784 | -15,867 | -20.7% | -$387.85万 | 减仓 |
| AVGO | BROADCOM INC | $1,599.08万 | 0.87% | 51,665 | -1,023 | -1.9% | -$31.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,624.91万 | 0.88% | 55,239 | -4,344 | -7.3% | -$127.78万 | 减仓 |
| META | META PLATFORMS INC | $1,709.35万 | 0.93% | 29,877 | -1,007 | -3.3% | -$57.61万 | 减仓 |
| VFIAX | VANGUARD INDEX FDS | $1,760.56万 | 0.96% | 29,221 | -81 | -0.3% | -$4.88万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1,831.02万 | 1.00% | 506,086 | -3,991 | -0.8% | -$14.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,231.56万 | 1.21% | 412,869 | -935 | -0.2% | -$5.05万 | 减仓 |
| — | MFS SERIES TRUST XVII | $2,413.47万 | 1.31% | 618,520 | 987 | 0.2% | $3.85万 | 加仓 |
| SCZ | ISHARES TR | $2,459.32万 | 1.34% | 313,649 | -4,865 | -1.5% | -$38.15万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD | $2,576.91万 | 1.40% | 1,297,537 | 60,637 | 4.9% | $120.43万 | 加仓 |
| AMZN | AMAZON COM INC | $2,940.58万 | 1.60% | 141,191 | 4,342 | 3.2% | $90.43万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,107.91万 | 1.69% | 406,051 | 72,534 | 21.7% | $555.18万 | 加仓 |
| — | UNIFIED SER TR | $3,111.44万 | 1.69% | 1,113,615 | -2,188 | -0.2% | -$6.11万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,500.79万 | 1.90% | 182,409 | 936 | 0.5% | $17.96万 | 加仓 |
| GOOGL | ALPHABET INC | $3,563.79万 | 1.94% | 123,932 | -3,164 | -2.5% | -$90.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,966.41万 | 2.16% | 107,151 | 24,497 | 29.6% | $906.81万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $4,117.58万 | 2.24% | 1,830,850 | 184,508 | 11.2% | $414.96万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $4,514.56万 | 2.45% | 1,065,759 | -48,057 | -4.3% | -$203.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,557.91万 | 2.48% | 261,348 | 13,503 | 5.4% | $235.49万 | 加仓 |
| AAPL | APPLE INC | $4,709.38万 | 2.56% | 185,562 | 11,460 | 6.6% | $290.84万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $4,900.37万 | 2.66% | 1,134,345 | -9,095 | -0.8% | -$39.29万 | 减仓 |
| — | NEW WORLD FD INC NEW | $4,957.20万 | 2.69% | 539,999 | 224 | 0.0% | $2.06万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,075.38万 | 2.76% | 78,042 | 65 | 0.1% | $4.23万 | 加仓 |
| IWM | ISHARES TR | $6,814.12万 | 3.70% | 274,763 | -7,743 | -2.7% | -$192.03万 | 减仓 |
| WMT | WALMART INC | $7,340.26万 | 3.99% | 590,623 | 137,361 | 30.3% | $1,707.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,610.12万 | 4.68% | 1,343,652 | 154,176 | 13.0% | $987.96万 | 加仓 |
| IVV | ISHARES TR | $9,525.96万 | 5.18% | 145,833 | -5,660 | -3.7% | -$369.72万 | 减仓 |
| EFA | ISHARES TR | $1.26亿 | 6.87% | 1,300,889 | -32,877 | -2.5% | -$319.33万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.40亿 | 7.63% | 227,616 | -4,291 | -1.9% | -$264.65万 | 减仓 |