Archvest Wealth Advisors, Inc.
CONCORD CA · SEC CIK 0001910174
$1.57亿2026Q1 申报市值
74持仓数
71.0%前十大占比 · 第一大 24.9%
13 / 3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
VNQ 加仓+$60.22万
SCHG 新建仓+$54.31万
SCHV 新建仓+$52.62万
AVGO 加仓+$48.77万
IVV 加仓+$47.36万
2026Q1 卖出最多 按季末市值估算
LLY 减仓-$80.30万
VEU 减仓-$64.07万
GSLC 减仓-$61.25万
TDTF 减仓-$58.59万
EFA 减仓-$49.95万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TDTF | FLEXSHARES TR | $3,894.48万 | 24.87% | 1,615,297 | -24,301 | -1.5% | -$58.59万 | 减仓 |
| DFAI | DIMESIONAL ETF TRUST | $1,518.82万 | 9.70% | 389,842 | 11,714 | 3.1% | $45.64万 | 加仓 |
| IVV | ISHARES TR | $1,262.97万 | 8.07% | 19,335 | 725 | 3.9% | $47.36万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $982.27万 | 6.27% | 110,740 | 6,789 | 6.5% | $60.22万 | 加仓 |
| IMTM | ISHARES TR | $888.32万 | 5.67% | 184,989 | 6,660 | 3.7% | $31.98万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $735.42万 | 4.70% | 97,926 | -8,531 | -8.0% | -$64.07万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $485.49万 | 3.10% | 38,799 | -4,895 | -11.2% | -$61.25万 | 减仓 |
| AAPL | APPLE INC | $481.77万 | 3.08% | 18,983 | -880 | -4.4% | -$22.33万 | 减仓 |
| MTUM | ISHARES TR | $466.43万 | 2.98% | 19,436 | 973 | 5.3% | $23.35万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $394.87万 | 2.52% | 20,126 | 378 | 1.9% | $7.42万 | 加仓 |
| VEA | VANGUARD TAX-MANATGED INTL FD | $365.93万 | 2.34% | 57,105 | 649 | 1.1% | $4.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $223.98万 | 1.43% | 12,843 | 1,568 | 13.9% | $27.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $212.75万 | 1.36% | 5,747 | 1,154 | 25.1% | $42.72万 | 加仓 |
| TIP | ISHARES TR | $187.44万 | 1.20% | 16,985 | -72 | -0.4% | -$7,946 | 减仓 |
| IGIB | ISHARES TR | $186.05万 | 1.19% | 34,959 | -135 | -0.4% | -$7,185 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $185.07万 | 1.18% | 22,364 | 1,015 | 4.8% | $8.40万 | 加仓 |
| AMZN | AMAZON INC | $177.24万 | 1.13% | 8,510 | -1,527 | -15.2% | -$31.80万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $166.96万 | 1.07% | 62,743 | -689 | -1.1% | -$1.83万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $149.63万 | 0.96% | 4,664 | -198 | -4.1% | -$6.35万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $134.15万 | 0.86% | 27,418 | -6,430 | -19.0% | -$31.46万 | 减仓 |
| LLY | ELI LILLY & CO | $127.67万 | 0.82% | 1,388 | -873 | -38.6% | -$80.30万 | 减仓 |
| GOOG | ALPHABET INC CAP STK | $124.40万 | 0.79% | 4,337 | -285 | -6.2% | -$8.18万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $120.52万 | 0.77% | 22,834 | -192 | -0.8% | -$1.01万 | 减仓 |
| GOOGL | ALPHABET INC | $113.68万 | 0.73% | 3,953 | 152 | 4.0% | $4.37万 | 加仓 |
| QQQ | INVESCO QQQ TR | $110.51万 | 0.71% | 1,915 | 58 | 3.1% | $3.35万 | 加仓 |
| AFG | AMERICAN FINL GROUP INC OHIO | $92.67万 | 0.59% | 7,256 | 506 | 7.5% | $6.46万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $91.64万 | 0.59% | 3,781 | -299 | -7.3% | -$7.25万 | 减仓 |
| AVGO | BROADCOM INC | $88.32万 | 0.56% | 2,854 | 1,576 | 123.3% | $48.77万 | 加仓 |
| META | META PLATFORMS INC | $85.89万 | 0.55% | 1,501 | 151 | 11.2% | $8.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $77.93万 | 0.50% | 13,130 | 542 | 4.3% | $3.22万 | 加仓 |
| IWN | ISHARES TR | $59.95万 | 0.38% | 3,162 | -115 | -3.5% | -$2.18万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $55.93万 | 0.36% | 561 | 29 | 5.5% | $2.89万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $54.31万 | 0.35% | 18,643 | 18,643 | — | $54.31万 | 新建仓 |
| VLUE | ISHARES TR | $54.12万 | 0.35% | 3,806 | -586 | -13.3% | -$8.33万 | 减仓 |
| EFA | ISHARES TR | $53.25万 | 0.34% | 5,482 | -5,143 | -48.4% | -$49.95万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $52.95万 | 0.34% | 5,285 | -2,084 | -28.3% | -$20.88万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $52.62万 | 0.34% | 17,254 | 17,254 | — | $52.62万 | 新建仓 |
| GE | GENERAL ELECTRIC CO | $50.99万 | 0.33% | 1,797 | 185 | 11.5% | $5.25万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS | $50.61万 | 0.32% | 2,918 | 200 | 7.4% | $3.47万 | 加仓 |
| GEV | GE VERNOVA INC | $48.80万 | 0.31% | 559 | 61 | 12.2% | $5.33万 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $46.38万 | 0.30% | 2,242 | -524 | -18.9% | -$10.84万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $44.79万 | 0.29% | 12,168 | 133 | 1.1% | $4,896 | 加仓 |
| GLD | SPDR GOLD TR | $43.33万 | 0.28% | 1,007 | 1,007 | — | $43.33万 | 新建仓 |
| SMH | VANECK ETF TRUST | $42.12万 | 0.27% | 1,099 | -50 | -4.4% | -$1.92万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FD | $42.07万 | 0.27% | 7,784 | 939 | 13.7% | $5.08万 | 加仓 |
| VV | VANGUARD INDEX FDS | $41.91万 | 0.27% | 1,402 | 3 | 0.2% | $897 | 加仓 |
| HD | HOME DEPOT INC | $39.51万 | 0.25% | 1,201 | 19 | 1.6% | $6,250 | 加仓 |
| AMAT | APPLIED MATLS INC | $39.28万 | 0.25% | 1,149 | 297 | 34.9% | $10.15万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $36.19万 | 0.23% | 428 | -4 | -0.9% | -$3,383 | 减仓 |
| AOK | ISHARES TR | $31.21万 | 0.20% | 7,825 | -3,230 | -29.2% | -$12.88万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $31.08万 | 0.20% | 10,846 | 10,846 | — | $31.08万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.85万 | 0.18% | 3,500 | 3,500 | — | $28.85万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.51万 | 0.18% | 595 | 36 | 6.4% | $1.73万 | 加仓 |
| CAT | CATERPILLAR INC | $27.60万 | 0.18% | 390 | -110 | -22.0% | -$7.78万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $27.21万 | 0.17% | 9,400 | 9,400 | — | $27.21万 | 新建仓 |
| VIG | VANGUARD INDEX FDS | $26.69万 | 0.17% | 1,241 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $26.65万 | 0.17% | 5,785 | 5,785 | — | $26.65万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $26.34万 | 0.17% | 3,416 | 2 | 0.1% | $154 | 加仓 |
| VOO | VANGUARD INDEX FDS | $25.97万 | 0.17% | 435 | 104 | 31.4% | $6.21万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $25.86万 | 0.17% | 9,287 | 21 | 0.2% | $585 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.33万 | 0.16% | 1,320 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $24.93万 | 0.16% | 4,991 | 138 | 2.8% | $6,893 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $24.35万 | 0.16% | 828 | -60 | -6.8% | -$1.76万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.02万 | 0.15% | 3,030 | 3,030 | — | $24.02万 | 新建仓 |
| AOA | ISHARES TR | $23.78万 | 0.15% | 2,687 | -423 | -13.6% | -$3.74万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $22.70万 | 0.15% | 4,836 | 4,836 | — | $22.70万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $22.62万 | 0.14% | 3,799 | 3,799 | — | $22.62万 | 新建仓 |
| SBUX | STARBUCKS CORP | $22.44万 | 0.14% | 2,504 | 3 | 0.1% | $269 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $22.19万 | 0.14% | 908 | -415 | -31.4% | -$10.14万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $21.14万 | 0.13% | 2,163 | 2,163 | — | $21.14万 | 新建仓 |
| ABBV | ABBVIE INC | $20.94万 | 0.13% | 963 | 17 | 1.8% | $3,697 | 加仓 |
| IJR | ISHARES TR | $20.42万 | 0.13% | 1,643 | 1,643 | — | $20.42万 | 新建仓 |
| WMT | WALMART INC | $20.34万 | 0.13% | 1,636 | 1,636 | — | $20.34万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $14.99万 | 0.10% | 23,500 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -3,556 | -100.0% | -$35.52万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -842 | -100.0% | -$22.31万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,700 | -100.0% | -$20.46万 | 清仓 |