Arlington Financial Advisors, LLC
SANTA BARBARA CA · SEC CIK 0001716539
$7.87亿2026Q2 申报市值
107持仓数
53.5%前十大占比 · 第一大 7.8%
14 / 5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
J P MORGAN EXCHA 新建仓+$488.78万
VTIP 加仓+$313.68万
DSTL 加仓+$135.67万
JBND 加仓+$106.71万
OSEA 加仓+$96.28万
2026Q2 卖出最多 按季末市值估算
STIP 清仓-$181.86万
SPTI 清仓-$111.00万
GRID 减仓-$91.52万
AVEM 减仓-$78.03万
CGGO 减仓-$74.56万
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 |
|---|---|---|---|---|---|---|---|---|
| JGLO | J P MORGAN EXCHANGE TRADED F | $2,428.40万 | 3.08% | 340,971 | 6,800 | 2.0% | $48.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,889.17万 | 3.67% | 692,349 | 19,378 | 2.9% | $80.86万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $2,971.22万 | 3.77% | 374,162 | 5,846 | 1.6% | $46.42万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $3,281.88万 | 4.17% | 653,370 | 62,449 | 10.6% | $313.68万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $3,338.58万 | 4.24% | 557,358 | 22,649 | 4.2% | $135.67万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,849.13万 | 4.89% | 719,463 | 19,946 | 2.9% | $106.71万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,886.31万 | 4.94% | 402,768 | -8,087 | -2.0% | -$78.03万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $3,963.82万 | 5.03% | 206,718 | -4,773 | -2.3% | -$91.52万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,992.31万 | 5.07% | 756,692 | -3,175 | -0.4% | -$16.75万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $5,251.03万 | 6.67% | 1,719,394 | 31,525 | 1.9% | $96.28万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $5,452.32万 | 6.92% | 658,572 | 10,535 | 1.6% | $87.22万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $6,178.08万 | 7.85% | 1,459,504 | -17,614 | -1.2% | -$74.56万 | 减仓 |