Archvest Wealth Advisors, Inc.
CONCORD CA · SEC CIK 0001910174
$1.73亿2026Q2 申报市值
73持仓数
69.6%前十大占比 · 第一大 23.2%
6 / 8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
TDTF 加仓+$162.55万
VNQ 加仓+$104.01万
IVV 加仓+$103.65万
AMD 新建仓+$63.61万
NVDA 加仓+$57.83万
2026Q2 卖出最多 按季末市值估算
GSLC 减仓-$241.70万
DFAI 减仓-$112.98万
VEU 减仓-$71.09万
VEA 减仓-$62.30万
IWN 清仓-$59.95万
2026Q2 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 | $4,002.11万 | 23.16% | 1,683,680 | 68,383 | 4.2% | $162.55万 | 加仓 |
| IVV | ISHARES TR | $1,551.62万 | 8.98% | 20,719 | 1,384 | 7.2% | $103.65万 | 加仓 |
| DFAI | DIMESIONAL ETF TRUST | $1,495.12万 | 8.65% | 362,454 | -27,388 | -7.0% | -$112.98万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,171.87万 | 6.78% | 121,526 | 10,786 | 9.7% | $104.01万 | 加仓 |
| IMTM | ISHARES TR | $981.05万 | 5.68% | 183,959 | -1,030 | -0.6% | -$5.49万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $749.04万 | 4.33% | 89,438 | -8,488 | -8.7% | -$71.09万 | 减仓 |
| MTUM | ISHARES TR | $693.97万 | 4.02% | 20,243 | 807 | 4.2% | $27.67万 | 加仓 |
| AAPL | APPLE INC | $572.51万 | 3.31% | 19,785 | 802 | 4.2% | $23.21万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $465.48万 | 2.69% | 21,359 | 1,233 | 6.1% | $26.87万 | 加仓 |
| VEA | VANGUARD TAX-MANATGED INTL FD | $344.57万 | 1.99% | 48,361 | -8,744 | -15.3% | -$62.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $314.80万 | 1.82% | 15,733 | 2,890 | 22.5% | $57.83万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $308.80万 | 1.79% | 21,764 | -17,035 | -43.9% | -$241.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $241.75万 | 1.40% | 6,481 | 734 | 12.8% | $27.38万 | 加仓 |
| AMZN | AMAZON INC | $223.44万 | 1.29% | 9,375 | 865 | 10.2% | $20.62万 | 加仓 |
| TIP | ISHARES TR | $217.16万 | 1.26% | 19,845 | 2,860 | 16.8% | $31.30万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $195.54万 | 1.13% | 73,790 | 11,047 | 17.6% | $29.27万 | 加仓 |
| IGIB | ISHARES TR | $187.53万 | 1.09% | 35,269 | 310 | 0.9% | $1.65万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $183.44万 | 1.06% | 22,194 | -170 | -0.8% | -$1.41万 | 减仓 |
| GOOGL | ALPHABET INC | $176.74万 | 1.02% | 4,945 | 992 | 25.1% | $35.45万 | 加仓 |
| LLY | ELI LILLY & CO | $175.87万 | 1.02% | 1,466 | 78 | 5.6% | $9.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $173.95万 | 1.01% | 4,701 | 37 | 0.8% | $1.37万 | 加仓 |
| GOOG | ALPHABET INC CAP STK | $169.55万 | 0.98% | 4,799 | 462 | 10.7% | $16.32万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $146.61万 | 0.85% | 27,789 | 371 | 1.4% | $1.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $140.04万 | 0.81% | 1,902 | -13 | -0.7% | -$9,571 | 减仓 |
| AVGO | BROADCOM INC | $124.18万 | 0.72% | 3,287 | 433 | 15.2% | $16.36万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $123.57万 | 0.71% | 22,874 | 40 | 0.2% | $2,161 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $112.13万 | 0.65% | 3,988 | 207 | 5.5% | $5.82万 | 加仓 |
| META | META PLATFORMS INC | $104.11万 | 0.60% | 1,848 | 347 | 23.1% | $19.55万 | 加仓 |
| AFG | AMERICAN FINL GROUP INC OHIO | $90.51万 | 0.52% | 6,468 | -788 | -10.9% | -$11.03万 | 减仓 |
| AMAT | APPLIED MATLS INC | $89.12万 | 0.52% | 1,233 | 84 | 7.3% | $6.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $87.61万 | 0.51% | 13,175 | 45 | 0.3% | $2,993 | 加仓 |
| GLD | SPDR GOLD TR | $81.56万 | 0.47% | 2,214 | 1,207 | 119.9% | $44.46万 | 加仓 |
| VLUE | ISHARES TR | $76.05万 | 0.44% | 3,806 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $72.00万 | 0.42% | 1,098 | -1 | -0.1% | -$656 | 减仓 |
| GEV | GE VERNOVA INC | $66.98万 | 0.39% | 570 | 11 | 2.0% | $1.29万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $66.24万 | 0.38% | 1,772 | -25 | -1.4% | -$9,346 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $63.61万 | 0.37% | 1,095 | 1,095 | — | $63.61万 | 新建仓 |
| EFA | ISHARES TR | $57.05万 | 0.33% | 5,492 | 10 | 0.2% | $1,039 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $56.73万 | 0.33% | 606 | 45 | 8.0% | $4.21万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $51.59万 | 0.30% | 19,350 | 9,950 | 105.9% | $26.53万 | 加仓 |
| HD | HOME DEPOT INC | $49.73万 | 0.29% | 1,410 | 209 | 17.4% | $7.37万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $49.27万 | 0.29% | 4,919 | -366 | -6.9% | -$3.67万 | 减仓 |
| VV | VANGUARD INDEX FDS | $48.34万 | 0.28% | 1,406 | 4 | 0.3% | $1,375 | 加仓 |
| MRSH | MARSH & MCLENNAN COS | $45.08万 | 0.26% | 2,705 | -213 | -7.3% | -$3.55万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.56万 | 0.25% | 421 | -7 | -1.6% | -$7,076 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $40.93万 | 0.24% | 355 | 355 | — | $40.93万 | 新建仓 |
| CVX | CHEVRON CORP NEW COM | $40.79万 | 0.24% | 2,461 | 219 | 9.8% | $3.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.98万 | 0.23% | 779 | 184 | 30.9% | $9.21万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $38.94万 | 0.23% | 12,221 | 53 | 0.4% | $1,689 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $37.61万 | 0.22% | 10,804 | -6,450 | -37.4% | -$22.45万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $37.30万 | 0.22% | 8,100 | 2,315 | 40.0% | $10.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $37.00万 | 0.21% | 1,130 | 302 | 36.5% | $9.89万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $34.39万 | 0.20% | 501 | 66 | 15.2% | $4.53万 | 加仓 |
| AIQ | GLOBAL X FDS ARTICIAL | $32.63万 | 0.19% | 4,973 | 4,973 | — | $32.63万 | 新建仓 |
| ABBV | ABBVIE INC | $32.02万 | 0.19% | 1,273 | 310 | 32.2% | $7.80万 | 加仓 |
| DTCR | GLOBAL X FDS DATA CENTER DIG | $31.56万 | 0.18% | 10,391 | 10,391 | — | $31.56万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.32万 | 0.18% | 9,255 | -9,388 | -50.4% | -$31.77万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $30.61万 | 0.18% | 9,841 | 554 | 6.0% | $1.72万 | 加仓 |
| TSLA | TESLA INC | $29.82万 | 0.17% | 709 | 709 | — | $29.82万 | 新建仓 |
| CAT | CATERPILLAR INC | $28.75万 | 0.17% | 270 | -120 | -30.8% | -$12.78万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.92万 | 0.16% | 1,312 | -8 | -0.6% | -$1,702 | 减仓 |
| VXUS | VANGUARD STAR FDS | $27.57万 | 0.16% | 3,225 | -191 | -5.6% | -$1.63万 | 减仓 |
| VIG | VANGUARD INDEX FDS | $27.57万 | 0.16% | 1,165 | -76 | -6.1% | -$1.80万 | 减仓 |
| SBUX | STARBUCKS CORP | $26.75万 | 0.15% | 2,617 | 113 | 4.5% | $1.15万 | 加仓 |
| AOK | ISHARES TR | $26.49万 | 0.15% | 6,387 | -1,438 | -18.4% | -$5.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $26.01万 | 0.15% | 1,024 | 116 | 12.8% | $2.95万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX FD | $25.98万 | 0.15% | 4,353 | -3,431 | -44.1% | -$20.48万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $25.07万 | 0.15% | 4,992 | 1 | 0.0% | $50 | 加仓 |
| IJR | ISHARES TR | $24.37万 | 0.14% | 1,643 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $22.41万 | 0.13% | 3,799 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $20.85万 | 0.12% | 576 | -85 | -12.9% | -$3.08万 | 重新持有 |
| ORCL | ORACLE CORP | $20.40万 | 0.12% | 1,392 | 1,392 | — | $20.40万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $17.77万 | 0.10% | 23,500 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -3,162 | -100.0% | -$59.95万 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,846 | -100.0% | -$31.08万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,500 | -100.0% | -$28.85万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,030 | -100.0% | -$24.02万 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -2,687 | -100.0% | -$23.78万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,836 | -100.0% | -$22.70万 | 清仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,163 | -100.0% | -$21.14万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,636 | -100.0% | -$20.34万 | 清仓 |