ARQ WEALTH ADVISORS, LLC
SCOTTSDALE AZ · SEC CIK 0001811827
$5.55亿2026Q1 申报市值
191持仓数
24.4%前十大占比 · 第一大 3.6%
61 / 4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
FNDF 新建仓+$1,188.21万
FNDX 新建仓+$1,068.16万
OAKM 新建仓+$924.54万
DGRO 新建仓+$787.70万
MSFT 加仓+$661.79万
2026Q1 卖出最多 按季末市值估算
CIBR 清仓-$80.12万
MELI 清仓-$30.21万
BUFS 减仓-$26.65万
GLOBAL X FDS 清仓-$24.87万
XCEM 减仓-$20.52万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $1,997.31万 | 3.60% | 179,647 | 18,176 | 11.3% | $202.08万 | 加仓 |
| GARP | ISHARES TR | $1,606.29万 | 2.90% | 251,100 | 27,983 | 12.5% | $179.01万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $1,313.80万 | 2.37% | 337,045 | 51,982 | 18.2% | $202.63万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $1,282.76万 | 2.31% | 188,864 | 13,930 | 8.0% | $94.61万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $1,280.33万 | 2.31% | 137,271 | 6,529 | 5.0% | $60.90万 | 加仓 |
| AUSF | GLOBAL X FDS | $1,262.91万 | 2.28% | 261,202 | 32,945 | 14.4% | $159.29万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,232.48万 | 2.22% | 111,567 | 483 | 0.4% | $5.34万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,216.52万 | 2.19% | 83,927 | 681 | 0.8% | $9.87万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,188.21万 | 2.14% | 242,839 | 242,839 | — | $1,188.21万 | 新建仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $1,177.54万 | 2.12% | 203,325 | 6,533 | 3.3% | $37.84万 | 加仓 |
| DBAW | DBX ETF TR | $1,117.68万 | 2.01% | 261,803 | 27,078 | 11.5% | $115.60万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,100.59万 | 1.98% | 153,392 | 2,920 | 1.9% | $20.95万 | 加仓 |
| DBEF | DBX ETF TR | $1,085.69万 | 1.96% | 219,774 | 13,682 | 6.6% | $67.59万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,068.16万 | 1.93% | 383,541 | 383,541 | — | $1,068.16万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,063.34万 | 1.92% | 125,335 | 9,203 | 7.9% | $78.08万 | 加仓 |
| QUAL | ISHARES TR | $968.06万 | 1.74% | 50,470 | 2,003 | 4.1% | $38.42万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $952.76万 | 1.72% | 302,463 | 29,412 | 10.8% | $92.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $924.65万 | 1.67% | 24,979 | 17,878 | 251.8% | $661.79万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $924.54万 | 1.67% | 335,404 | 335,404 | — | $924.54万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $845.22万 | 1.52% | 110,429 | 1,163 | 1.1% | $8.90万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $791.56万 | 1.43% | 236,006 | 19,356 | 8.9% | $64.92万 | 加仓 |
| DGRO | ISHARES TR | $787.70万 | 1.42% | 112,240 | 112,240 | — | $787.70万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $775.65万 | 1.40% | 24,178 | -272 | -1.1% | -$8.73万 | 减仓 |
| AAPL | APPLE INC | $740.39万 | 1.33% | 29,174 | 14,521 | 99.1% | $368.52万 | 加仓 |
| QUS | SPDR SERIES TRUST | $727.01万 | 1.31% | 42,357 | 3,339 | 8.6% | $57.31万 | 加仓 |
| GOOGL | ALPHABET INC | $709.20万 | 1.28% | 24,663 | 16,742 | 211.4% | $481.42万 | 加仓 |
| HEFA | ISHARES TR | $636.79万 | 1.15% | 149,851 | 10,012 | 7.2% | $42.55万 | 加仓 |
| CSCO | CISCO SYS INC | $594.77万 | 1.07% | 76,655 | 73,566 | 2,381.5% | $570.80万 | 加仓 |
| PAVE | GLOBAL X FDS | $589.36万 | 1.06% | 115,992 | 6,483 | 5.9% | $32.94万 | 加仓 |
| BIL | SPDR SERIES TRUST | $578.93万 | 1.04% | 63,174 | 63,174 | — | $578.93万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $571.69万 | 1.03% | 125,233 | -2,157 | -1.7% | -$9.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $558.33万 | 1.01% | 18,458 | 16,172 | 707.4% | $489.18万 | 加仓 |
| FDX | FEDEX CORP | $541.79万 | 0.98% | 15,211 | 12,702 | 506.3% | $452.42万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $531.99万 | 0.96% | 83,020 | -1,061 | -1.3% | -$6.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $530.95万 | 0.96% | 21,721 | 17,639 | 432.1% | $431.17万 | 加仓 |
| EMGF | ISHARES INC | $530.62万 | 0.96% | 87,808 | 1,643 | 1.9% | $9.93万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $524.54万 | 0.95% | 55,660 | 846 | 1.5% | $7.97万 | 加仓 |
| USB | US BANCORP | $518.25万 | 0.93% | 99,644 | 86,059 | 633.5% | $447.60万 | 加仓 |
| QYLD | GLOBAL X FDS | $505.46万 | 0.91% | 294,731 | 22,483 | 8.3% | $38.56万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $504.53万 | 0.91% | 197,467 | 11,802 | 6.4% | $30.15万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $502.49万 | 0.91% | 218,950 | 19,469 | 9.8% | $44.68万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $492.86万 | 0.89% | 225,155 | 16,345 | 7.8% | $35.78万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $488.95万 | 0.88% | 64,557 | 3,549 | 5.8% | $26.88万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $480.54万 | 0.87% | 26,341 | 22,815 | 647.1% | $416.21万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $457.77万 | 0.83% | 48,710 | 42,450 | 678.1% | $398.94万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $446.34万 | 0.80% | 55,391 | 294 | 0.5% | $2.37万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $419.80万 | 0.76% | 102,867 | -5,029 | -4.7% | -$20.52万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $418.29万 | 0.75% | 60,299 | 52,679 | 691.3% | $365.43万 | 加仓 |
| EMXC | ISHARES INC | $405.41万 | 0.73% | 51,540 | 880 | 1.7% | $6.92万 | 加仓 |
| COWZ | PACER FDS TR | $404.95万 | 0.73% | 64,729 | 4,389 | 7.3% | $27.46万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $404.55万 | 0.73% | 36,518 | 985 | 2.8% | $10.91万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $393.96万 | 0.71% | 13,552 | 12,185 | 891.4% | $354.22万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $393.68万 | 0.71% | 7,879 | 6,416 | 438.6% | $320.58万 | 加仓 |
| MCK | MCKESSON CORP | $387.94万 | 0.70% | 4,483 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $386.24万 | 0.70% | 70,675 | 6,067 | 9.4% | $33.16万 | 加仓 |
| WM | WASTE MGMT INC DEL | $381.58万 | 0.69% | 16,606 | 13,584 | 449.5% | $312.14万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $373.43万 | 0.67% | 63,057 | -2,526 | -3.9% | -$14.96万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $373.08万 | 0.67% | 99,927 | -2,175 | -2.1% | -$8.12万 | 减仓 |
| PEP | PEPSICO INC | $363.02万 | 0.65% | 23,377 | 19,607 | 520.1% | $304.48万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $347.87万 | 0.63% | 79,677 | 2,195 | 2.8% | $9.58万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $336.82万 | 0.61% | 85,807 | 7,351 | 9.4% | $28.85万 | 加仓 |
| SYY | SYSCO CORP | $335.66万 | 0.61% | 47,057 | 42,237 | 876.3% | $301.28万 | 加仓 |
| MTUM | ISHARES TR | $315.63万 | 0.57% | 13,152 | -209 | -1.6% | -$5.02万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $308.14万 | 0.56% | 18,555 | 18,555 | — | $308.14万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $297.66万 | 0.54% | 20,608 | 17,261 | 515.7% | $249.32万 | 加仓 |
| GRNY | TIDAL TRUST I | $290.89万 | 0.52% | 121,864 | 25,953 | 27.1% | $61.95万 | 加仓 |
| DGT | SPDR SERIES TRUST | $288.13万 | 0.52% | 16,994 | 3,436 | 25.3% | $58.26万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $276.03万 | 0.50% | 49,028 | 6,346 | 14.9% | $35.73万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $259.82万 | 0.47% | 16,525 | 13,455 | 438.3% | $211.55万 | 加仓 |
| IVV | ISHARES TR | $238.73万 | 0.43% | 3,655 | -2 | -0.1% | -$1,306 | 减仓 |
| MDT | MEDTRONIC PLC | $233.81万 | 0.42% | 26,983 | 22,316 | 478.2% | $193.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $226.49万 | 0.41% | 2,273 | 1,919 | 542.1% | $191.21万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $223.66万 | 0.40% | 10,868 | -144 | -1.3% | -$2.96万 | 减仓 |
| AMZN | AMAZON COM INC | $218.26万 | 0.39% | 10,480 | 5,556 | 112.8% | $115.71万 | 加仓 |
| DIS | DISNEY WALT CO | $214.51万 | 0.39% | 22,257 | 18,974 | 577.9% | $182.87万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $205.12万 | 0.37% | 4,173 | 3,430 | 461.6% | $168.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $193.87万 | 0.35% | 2,981 | 1,400 | 88.6% | $91.05万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $188.02万 | 0.34% | 19,112 | 11,967 | 167.5% | $117.73万 | 加仓 |
| DHR | DANAHER CORP DEL | $181.90万 | 0.33% | 9,594 | 8,028 | 512.6% | $152.21万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $170.51万 | 0.31% | 7,928 | -30 | -0.4% | -$6,452 | 减仓 |
| PAYX | PAYCHEX INC | $159.84万 | 0.29% | 17,351 | 13,671 | 371.5% | $125.94万 | 加仓 |
| MOAT | VANECK ETF TRUST | $155.32万 | 0.28% | 16,062 | 1,900 | 13.4% | $18.37万 | 加仓 |
| IJH | ISHARES TR | $145.41万 | 0.26% | 21,533 | -627 | -2.8% | -$4.23万 | 重新持有 |
| KDP | KEURIG DR PEPPER INC | $142.91万 | 0.26% | 54,275 | 42,155 | 347.8% | $110.99万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $139.71万 | 0.25% | 15,872 | 5,659 | 55.4% | $49.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $139.12万 | 0.25% | 3,185 | -43 | -1.3% | -$1.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $138.72万 | 0.25% | 7,954 | 2,594 | 48.4% | $45.24万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $123.48万 | 0.22% | 40,484 | 13,065 | 47.6% | $39.85万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $119.67万 | 0.22% | 15,526 | 12,610 | 432.4% | $97.20万 | 加仓 |
| CSHI | NEOS ETF TRUST | $115.36万 | 0.21% | 23,174 | 23,174 | — | $115.36万 | 新建仓 |
| HD | HOME DEPOT INC | $112.94万 | 0.20% | 3,434 | 2,915 | 561.7% | $95.87万 | 重新持有 |
| ABNB | AIRBNB INC | $111.21万 | 0.20% | 8,807 | 6,912 | 364.7% | $87.28万 | 加仓 |
| CRM | SALESFORCE INC | $109.41万 | 0.20% | 5,861 | 5,861 | — | $109.41万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $107.22万 | 0.19% | 22,858 | -2,639 | -10.4% | -$12.38万 | 减仓 |
| COWG | PACER FDS TR | $106.75万 | 0.19% | 31,640 | 10,004 | 46.2% | $33.75万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $101.03万 | 0.18% | 6,097 | 424 | 7.5% | $7.03万 | 加仓 |
| AIQ | GLOBAL X FDS | $98.26万 | 0.18% | 21,053 | 3,070 | 17.1% | $14.33万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $96.84万 | 0.17% | 15,792 | 5,631 | 55.4% | $34.53万 | 加仓 |
| PPH | VANECK ETF TRUST | $93.80万 | 0.17% | 9,030 | 9,030 | — | $93.80万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $92.96万 | 0.17% | 3,090 | 3,090 | — | $92.96万 | 新建仓 |