Arlington Financial Advisors, LLC
SANTA BARBARA CA · SEC CIK 0001716539
$7.02亿2026Q1 申报市值
95持仓数
53.5%前十大占比 · 第一大 7.0%
6 / 14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
JBND 加仓+$1,078.95万
VTIP 加仓+$636.61万
CB 新建仓+$448.12万
DIMENSIONAL ETF 加仓+$260.06万
CGGO 加仓+$255.70万
2026Q1 卖出最多 按季末市值估算
JCPB 清仓-$803.87万
STIP 减仓-$376.17万
MDB 清仓-$349.81万
GRID 减仓-$335.81万
FNDF 减仓-$237.90万
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 |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $4,929.14万 | 7.02% | 1,477,118 | 76,626 | 5.5% | $255.70万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $4,886.38万 | 6.96% | 1,687,869 | 73,291 | 4.5% | $212.18万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $4,781.22万 | 6.81% | 648,037 | 7,686 | 1.2% | $56.71万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,761.30万 | 5.36% | 699,517 | 200,661 | 40.2% | $1,078.95万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,718.03万 | 5.30% | 759,867 | -48,620 | -6.0% | -$237.90万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $3,459.57万 | 4.93% | 211,491 | -20,529 | -8.8% | -$335.81万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,310.67万 | 4.72% | 410,855 | -24,466 | -5.6% | -$197.15万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $3,094.90万 | 4.41% | 534,709 | 24,051 | 4.7% | $139.21万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,951.65万 | 4.20% | 590,921 | 127,450 | 27.5% | $636.61万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $2,642.66万 | 3.76% | 368,316 | 5,863 | 1.6% | $42.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,473.84万 | 3.52% | 672,971 | 70,746 | 11.7% | $260.06万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $2,181.13万 | 3.11% | 334,171 | 16,955 | 5.3% | $110.67万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,030.36万 | 2.89% | 251,875 | -7,510 | -2.9% | -$60.54万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1,788.53万 | 2.55% | 211,610 | 19,074 | 9.9% | $161.21万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,703.41万 | 2.43% | 154,197 | -2,890 | -1.8% | -$31.93万 | 减仓 |
| AAPL | APPLE INC | $1,658.53万 | 2.36% | 65,350 | -869 | -1.3% | -$22.05万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $1,405.57万 | 2.00% | 201,083 | -28,139 | -12.3% | -$196.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,096.60万 | 1.56% | 22,884 | 488 | 2.2% | $23.38万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $981.07万 | 1.40% | 352,270 | -22,260 | -5.9% | -$61.99万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $923.16万 | 1.32% | 284,663 | -10,484 | -3.6% | -$34.00万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $912.10万 | 1.30% | 191,899 | -7,510 | -3.8% | -$35.70万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $891.41万 | 1.27% | 8,946 | 428 | 5.0% | $42.65万 | 加仓 |
| AMGN | AMGEN INC | $882.26万 | 1.26% | 25,075 | -724 | -2.8% | -$25.47万 | 减仓 |
| GOOGL | ALPHABET INC | $826.00万 | 1.18% | 28,724 | -1,641 | -5.4% | -$47.19万 | 减仓 |
| AMZN | AMAZON COM INC | $804.69万 | 1.15% | 38,637 | -3,283 | -7.8% | -$68.38万 | 减仓 |
| GOOG | ALPHABET INC | $768.90万 | 1.10% | 26,804 | -727 | -2.6% | -$20.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $736.11万 | 1.05% | 25,024 | 1,588 | 6.8% | $46.71万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $717.32万 | 1.02% | 156,382 | -6,988 | -4.3% | -$32.05万 | 减仓 |
| CVX | CHEVRON CORPORATION | $642.82万 | 0.92% | 31,069 | -2,068 | -6.2% | -$42.79万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $609.58万 | 0.87% | 43,738 | -1,383 | -3.1% | -$19.27万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $600.02万 | 0.85% | 13,016 | 354 | 2.8% | $16.32万 | 加仓 |
| DE | DEERE & CO | $579.41万 | 0.83% | 10,286 | -184 | -1.8% | -$10.36万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $544.50万 | 0.78% | 27,114 | -506 | -1.8% | -$10.16万 | 减仓 |
| — | PIMCO EQUITY SER | $512.26万 | 0.73% | 123,101 | -4,221 | -3.3% | -$17.56万 | 减仓 |
| — | CALAMOS ETF TR | $504.97万 | 0.72% | 154,437 | 3,299 | 2.2% | $10.79万 | 加仓 |
| BLK | BLACKROCK INC | $463.26万 | 0.66% | 4,817 | 94 | 2.0% | $9.04万 | 加仓 |
| CB | CHUBB LTD SWITZ | $448.12万 | 0.64% | 13,749 | 13,749 | — | $448.12万 | 新建仓 |
| SUSB | ISHARES TR | $447.45万 | 0.64% | 178,517 | 18,478 | 11.5% | $46.32万 | 加仓 |
| DIS | DISNEY WALT CO | $379.62万 | 0.54% | 39,388 | 707 | 1.8% | $6.81万 | 加仓 |
| SBUX | STARBUCKS CORP | $373.74万 | 0.53% | 41,717 | 11,511 | 38.1% | $103.13万 | 加仓 |
| CRM | SALESFORCE INC | $328.54万 | 0.47% | 17,600 | 1,664 | 10.4% | $31.06万 | 加仓 |
| NKE | NIKE INC | $324.64万 | 0.46% | 61,462 | 35,504 | 136.8% | $187.53万 | 加仓 |
| NUSC | NUSHARES ETF TR | $245.60万 | 0.35% | 54,506 | -1,785 | -3.2% | -$8.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $239.34万 | 0.34% | 6,466 | -655 | -9.2% | -$24.25万 | 减仓 |
| DSI | ISHARES TR | $229.90万 | 0.33% | 18,970 | -129 | -0.7% | -$1.56万 | 减仓 |
| STIP | ISHARES TR | $181.86万 | 0.26% | 17,583 | -36,370 | -67.4% | -$376.17万 | 减仓 |
| — | EXXON MOBIL CORP | $127.50万 | 0.18% | 7,515 | 1,456 | 24.0% | $24.70万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $126.13万 | 0.18% | 27,325 | 9,629 | 54.4% | $44.45万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $111.00万 | 0.16% | 38,730 | 38,730 | — | $111.00万 | 新建仓 |
| V | VISA INC | $82.21万 | 0.12% | 2,720 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $80.50万 | 0.11% | 31,397 | 12,655 | 67.5% | $32.45万 | 加仓 |
| IVV | ISHARES TR | $73.32万 | 0.10% | 1,122 | -182 | -14.0% | -$11.89万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $70.50万 | 0.10% | 1,614 | -12 | -0.7% | -$5,241 | 减仓 |
| VTV | VANGUARD INDEX FDS | $69.06万 | 0.10% | 3,520 | -50 | -1.4% | -$9,810 | 减仓 |
| ASML | ASML HLDG NV | $64.72万 | 0.09% | 490 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $63.67万 | 0.09% | 8,249 | 6 | 0.1% | $463 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $57.20万 | 0.08% | 55,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $54.11万 | 0.08% | 1,601 | 8 | 0.5% | $2,704 | 加仓 |
| URTH | ISHARES INC | $53.56万 | 0.08% | 2,975 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $52.22万 | 0.07% | 1,333 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $50.74万 | 0.07% | 1,190 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $50.01万 | 0.07% | 9,500 | 2,000 | 26.7% | $10.53万 | 加仓 |
| EFA | ISHARES TR | $48.95万 | 0.07% | 5,040 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $46.72万 | 0.07% | 508 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $45.46万 | 0.06% | 2,606 | 13 | 0.5% | $2,268 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $44.61万 | 0.06% | 13,306 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $43.73万 | 0.06% | 8,748 | 1,759 | 25.2% | $8.79万 | 加仓 |
| AVGO | BROADCOM INC | $39.16万 | 0.06% | 1,265 | -10 | -0.8% | -$3,095 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $37.52万 | 0.05% | 40,000 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $36.98万 | 0.05% | 3,000 | 3,000 | — | $36.98万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $36.78万 | 0.05% | 3,318 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $36.19万 | 0.05% | 644 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $35.53万 | 0.05% | 6,400 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $34.16万 | 0.05% | 4,887 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $33.53万 | 0.05% | 1,372 | -7 | -0.5% | -$1,711 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $33.06万 | 0.05% | 3,756 | -30 | -0.8% | -$2,641 | 减仓 |
| GLW | CORNING INC | $33.01万 | 0.05% | 2,428 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $31.43万 | 0.04% | 5,278 | -176 | -3.2% | -$1.05万 | 减仓 |
| IEFA | ISHARES TR | $31.35万 | 0.04% | 3,463 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $30.64万 | 0.04% | 1,434 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $30.18万 | 0.04% | 4,018 | -876 | -17.9% | -$6.58万 | 减仓 |
| META | META PLATFORMS INC | $29.75万 | 0.04% | 520 | -4 | -0.8% | -$2,289 | 减仓 |
| IEMG | ISHARES INC | $29.43万 | 0.04% | 4,219 | 110 | 2.7% | $7,672 | 加仓 |
| TSLA | TESLA INC | $26.73万 | 0.04% | 719 | 128 | 21.7% | $4.76万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $25.58万 | 0.04% | 3,268 | 3,268 | — | $25.58万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $24.70万 | 0.04% | 3,674 | 312 | 9.3% | $2.10万 | 加仓 |
| FICO | FAIR ISAAC CORP | $24.02万 | 0.03% | 225 | 0 | 0.0% | — | 不变 |
| SPBO | SPDR SERIES TRUST | $23.99万 | 0.03% | 8,264 | 0 | 0.0% | — | 不变 |
| — | PERMA-PIPE INTL HLDGS INC | $23.23万 | 0.03% | 7,793 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $23.11万 | 0.03% | 1,809 | -40 | -2.2% | -$5,109 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.33万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $21.50万 | 0.03% | 2,252 | 2,252 | — | $21.50万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $21.15万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $20.60万 | 0.03% | 1,173 | -78 | -6.2% | -$1.37万 | 减仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $10.43万 | 0.01% | 10,865 | 10,865 | — | $10.43万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -169,772 | -100.0% | -$803.87万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -8,335 | -100.0% | -$349.81万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -10,477 | -100.0% | -$221.89万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -2,931 | -100.0% | -$89.57万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -1,754 | -100.0% | -$82.22万 | 清仓 |