ARK & TLK INVESTMENTS, LLC
OKLAHOMA CITY OK · SEC CIK 0002013188
$3.70亿2026Q1 申报市值
119持仓数
66.5%前十大占比 · 第一大 26.0%
7 / 1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
DIMENSIONAL ETF 加仓+$708.73万
AVUS 加仓+$228.83万
DFIC 加仓+$202.16万
MSFT 加仓+$181.53万
IEMG 加仓+$138.37万
2026Q1 卖出最多 按季末市值估算
SMC 减仓-$345.62万
TFLO 减仓-$335.43万
DFAU 减仓-$322.30万
AAPL 减仓-$313.80万
DFEM 减仓-$51.88万
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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | $322.58万 | 0.87% | 64,581 | 2,925 | 4.7% | $14.61万 | 加仓 |
| SMC | SUMMIT MIDSTREAM CORPORATION | $330.32万 | 0.89% | 109,234 | -114,291 | -51.1% | -$345.62万 | 减仓 |
| VV | VANGUARD INDEX FDS | $340.96万 | 0.92% | 11,409 | -48 | -0.4% | -$1.43万 | 减仓 |
| IWP | ISHARES TR | $361.24万 | 0.98% | 28,196 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $399.42万 | 1.08% | 88,525 | -71,431 | -44.7% | -$322.30万 | 减仓 |
| IWS | ISHARES TR | $415.02万 | 1.12% | 28,477 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $480.23万 | 1.30% | 54,141 | 5,915 | 12.3% | $52.47万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $497.43万 | 1.35% | 58,631 | 7,677 | 15.1% | $65.13万 | 加仓 |
| IEMG | ISHARES INC | $499.00万 | 1.35% | 71,542 | 19,838 | 38.4% | $138.37万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $543.58万 | 1.47% | 16,944 | -347 | -2.0% | -$11.13万 | 减仓 |
| IWD | ISHARES TR | $612.83万 | 1.66% | 28,681 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $657.48万 | 1.78% | 190,297 | -15,016 | -7.3% | -$51.88万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $885.44万 | 2.40% | 79,640 | 20,582 | 34.9% | $228.83万 | 加仓 |
| IWF | ISHARES TR | $1,009.03万 | 2.73% | 23,664 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,268.50万 | 3.43% | 216,690 | 14,030 | 6.9% | $82.13万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,323.10万 | 3.58% | 389,490 | -2,319 | -0.6% | -$7.88万 | 减仓 |
| TFLO | ISHARES TR | $2,211.79万 | 5.99% | 436,853 | -66,251 | -13.2% | -$335.43万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,229.41万 | 8.74% | 455,424 | -4,641 | -1.0% | -$32.91万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,781.80万 | 10.23% | 1,064,396 | 56,898 | 5.6% | $202.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,597.26万 | 25.97% | 2,469,701 | 182,381 | 8.0% | $708.73万 | 加仓 |