Arta Finance Wealth Management LLC
MOUNTAIN VIEW CA · SEC CIK 0002099257
$2.02亿2026Q1 申报市值
95持仓数
55.7%前十大占比 · 第一大 8.6%
14 / 7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
USFR 加仓+$231.44万
VTI 加仓+$227.39万
SSO 加仓+$201.95万
MSFT 加仓+$57.19万
AMZN 加仓+$55.11万
2026Q1 卖出最多 按季末市值估算
TFLO 减仓-$238.67万
XLE 减仓-$46.18万
BX 清仓-$25.00万
KKR 清仓-$22.44万
APO 清仓-$21.15万
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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,622 | -100.0% | -$25.00万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,760 | -100.0% | -$22.44万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -1,461 | -100.0% | -$21.15万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -11,632 | -100.0% | -$17.38万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -13,473 | -100.0% | -$16.75万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -11,520 | -100.0% | -$15.63万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -10,551 | -100.0% | -$15.63万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $7.03万 | 0.03% | 26,944 | -35,773 | -57.0% | -$9.34万 | 减仓 |
| MCK | MCKESSON CORP | $20.16万 | 0.10% | 233 | 233 | — | $20.16万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $20.18万 | 0.10% | 2,051 | 2,051 | — | $20.18万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $20.34万 | 0.10% | 602 | 602 | — | $20.34万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.59万 | 0.10% | 412 | -9 | -2.1% | -$4,497 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $21.92万 | 0.11% | 2,363 | 2,363 | — | $21.92万 | 新建仓 |
| LIN | LINDE PLC | $22.76万 | 0.11% | 459 | 459 | — | $22.76万 | 新建仓 |
| MRK | MERCK & CO INC | $23.40万 | 0.12% | 1,945 | 1,945 | — | $23.40万 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $23.47万 | 0.12% | 6,488 | 6,488 | — | $23.47万 | 新建仓 |
| EWT | ISHARES INC | $23.94万 | 0.12% | 3,376 | 3,376 | — | $23.94万 | 新建仓 |
| CSCO | CISCO SYS INC | $24.16万 | 0.12% | 3,131 | 96 | 3.2% | $7,408 | 加仓 |
| MCHI | ISHARES TR | $24.43万 | 0.12% | 4,348 | 4,348 | — | $24.43万 | 新建仓 |
| EPI | WISDOMTREE TR | $24.50万 | 0.12% | 6,004 | -959 | -13.8% | -$3.91万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $26.48万 | 0.13% | 1,285 | -144 | -10.1% | -$2.97万 | 减仓 |
| QCOM | QUALCOMM INC | $26.50万 | 0.13% | 2,058 | 628 | 43.9% | $8.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.55万 | 0.13% | 554 | -291 | -34.4% | -$13.94万 | 减仓 |
| SNPS | SYNOPSYS INC | $26.80万 | 0.13% | 676 | 169 | 33.3% | $6.70万 | 加仓 |
| NTES | NETEASE COM INC | $26.85万 | 0.13% | 2,399 | 286 | 13.5% | $3.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $28.04万 | 0.14% | 958 | -550 | -36.5% | -$16.10万 | 减仓 |
| KT | KT CORP | $28.28万 | 0.14% | 13,186 | -3,176 | -19.4% | -$6.81万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $28.39万 | 0.14% | 31,617 | -7,677 | -19.5% | -$6.89万 | 减仓 |
| BIDU | BAIDU INC | $28.60万 | 0.14% | 2,567 | -27 | -1.0% | -$3,008 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.59万 | 0.15% | 297 | 297 | — | $29.59万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $30.25万 | 0.15% | 885 | 885 | — | $30.25万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $30.35万 | 0.15% | 2,970 | 79 | 2.7% | $8,072 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $30.50万 | 0.15% | 1,886 | 1,886 | — | $30.50万 | 新建仓 |
| WMT | WALMART INC | $31.08万 | 0.15% | 2,501 | 65 | 2.7% | $8,078 | 加仓 |
| NFLX | NETFLIX INC. | $31.55万 | 0.16% | 3,281 | 3,281 | — | $31.55万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.76万 | 0.16% | 1,179 | 382 | 47.9% | $10.61万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $32.92万 | 0.16% | 2,223 | 752 | 51.1% | $11.14万 | 加仓 |
| HDV | ISHARES TR | $33.35万 | 0.16% | 2,457 | 668 | 37.3% | $9.07万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $34.32万 | 0.17% | 6,918 | 2,136 | 44.7% | $10.60万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $34.45万 | 0.17% | 4,179 | 4,179 | — | $34.45万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $36.45万 | 0.18% | 11,880 | 2,521 | 26.9% | $7.73万 | 加仓 |
| SE | SEA LTD | $36.62万 | 0.18% | 4,422 | 1,048 | 31.1% | $8.68万 | 加仓 |
| LLY | ELI LILLY & CO | $37.25万 | 0.18% | 405 | 17 | 4.4% | $1.56万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $37.95万 | 0.19% | 1,776 | 83 | 4.9% | $1.77万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $38.05万 | 0.19% | 3,033 | 241 | 8.6% | $3.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $38.35万 | 0.19% | 2,886 | 273 | 10.4% | $3.63万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $41.89万 | 0.21% | 2,900 | 963 | 49.7% | $13.91万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $45.79万 | 0.23% | 9,122 | 2,102 | 29.9% | $10.55万 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $47.03万 | 0.23% | 12,613 | 5,228 | 70.8% | $19.50万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.31万 | 0.23% | 1,400 | 11 | 0.8% | $3,717 | 加仓 |
| ABBV | ABBVIE INC | $48.37万 | 0.24% | 2,224 | 477 | 27.3% | $10.37万 | 加仓 |
| MMM | 3M CO | $49.17万 | 0.24% | 3,386 | 1,333 | 64.9% | $19.36万 | 加仓 |
| T | AT&T INC | $49.74万 | 0.25% | 17,159 | 6,261 | 57.5% | $18.15万 | 加仓 |
| HDB | HDFC BANK LTD | $49.93万 | 0.25% | 20,069 | 2,842 | 16.5% | $7.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.19万 | 0.26% | 2,135 | 316 | 17.4% | $7.72万 | 加仓 |
| WIT | WIPRO LTD | $53.27万 | 0.26% | 251,281 | 30,714 | 13.9% | $6.51万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $53.52万 | 0.26% | 38,643 | -5,938 | -13.3% | -$8.22万 | 减仓 |
| ITOT | ISHARES TR | $54.39万 | 0.27% | 3,819 | 1,052 | 38.0% | $14.98万 | 加仓 |
| IBN | ICICI BANK LIMITED | $54.59万 | 0.27% | 21,079 | -664 | -3.1% | -$1.72万 | 减仓 |
| INFY | INFOSYS LTD | $56.42万 | 0.28% | 41,758 | 6,329 | 17.9% | $8.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $60.99万 | 0.30% | 2,948 | 610 | 26.1% | $12.62万 | 加仓 |
| JNK | SPDR SERIES TRUST | $65.33万 | 0.32% | 6,863 | 1,369 | 24.9% | $13.03万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $71.83万 | 0.35% | 8,716 | -4 | -0.0% | -$330 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $71.99万 | 0.36% | 27,080 | 474 | 1.8% | $1.26万 | 加仓 |
| AVGO | BROADCOM INC | $82.70万 | 0.41% | 2,672 | 65 | 2.5% | $2.01万 | 加仓 |
| — | EXXON MOBIL CORP | $84.05万 | 0.42% | 4,954 | 591 | 13.5% | $10.03万 | 加仓 |
| BOTZ | GLOBAL X FDS | $91.77万 | 0.45% | 27,626 | -2,451 | -8.1% | -$8.14万 | 减仓 |
| TWLO | TWILIO INC | $97.41万 | 0.48% | 7,742 | -713 | -8.4% | -$8.97万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $103.08万 | 0.51% | 2,236 | 221 | 11.0% | $10.19万 | 加仓 |
| SYM | SYMBOTIC INC | $105.19万 | 0.52% | 19,773 | 828 | 4.4% | $4.40万 | 加仓 |
| ORCL | ORACLE CORP | $111.70万 | 0.55% | 7,593 | -50 | -0.7% | -$7,355 | 减仓 |
| TIP | ISHARES TR | $112.52万 | 0.56% | 10,196 | 3,762 | 58.5% | $41.52万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $114.08万 | 0.56% | 5,608 | 1,224 | 27.9% | $24.90万 | 加仓 |
| ADBE | ADOBE INC | $117.99万 | 0.58% | 4,854 | 1,088 | 28.9% | $26.45万 | 加仓 |
| CRM | SALESFORCE INC | $130.07万 | 0.64% | 6,968 | 1,656 | 31.2% | $30.91万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $130.10万 | 0.64% | 8,894 | 376 | 4.4% | $5.50万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $142.10万 | 0.70% | 14,346 | -1,286 | -8.2% | -$12.74万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $174.79万 | 0.86% | 15,767 | 3,202 | 25.5% | $35.50万 | 加仓 |
| GOOGL | ALPHABET INC | $197.58万 | 0.98% | 6,871 | 188 | 2.8% | $5.41万 | 加仓 |
| SGOL | ETFS GOLD TR | $201.23万 | 0.99% | 45,099 | 11,924 | 35.9% | $53.20万 | 加仓 |
| IAU | ISHARES GOLD TR | $206.65万 | 1.02% | 23,440 | 6,246 | 36.3% | $55.06万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $209.00万 | 1.03% | 29,186 | 7,300 | 33.4% | $52.28万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $256.22万 | 1.27% | 41,825 | -7,538 | -15.3% | -$46.18万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $312.58万 | 1.54% | 57,831 | 6,429 | 12.5% | $34.75万 | 加仓 |
| TSLA | TESLA INC | $318.63万 | 1.57% | 8,571 | 791 | 10.2% | $29.41万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $374.39万 | 1.85% | 51,014 | 3,223 | 6.7% | $23.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $384.66万 | 1.90% | 22,056 | 773 | 3.6% | $13.48万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $405.32万 | 2.00% | 88,324 | 2,822 | 3.3% | $12.95万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $458.64万 | 2.27% | 95,673 | 11,264 | 13.3% | $54.00万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $583.31万 | 2.88% | 91,028 | 8,279 | 10.0% | $53.05万 | 加仓 |
| GOOG | ALPHABET INC | $657.86万 | 3.25% | 22,933 | 1,291 | 6.0% | $37.03万 | 加仓 |
| AMZN | AMAZON COM INC | $725.97万 | 3.59% | 34,857 | 2,646 | 8.2% | $55.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $726.79万 | 3.59% | 19,634 | 1,545 | 8.5% | $57.19万 | 加仓 |
| META | META PLATFORMS INC | $746.63万 | 3.69% | 13,050 | 495 | 3.9% | $28.32万 | 加仓 |
| AAPL | APPLE INC | $846.69万 | 4.18% | 33,362 | -400 | -1.2% | -$10.15万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $857.68万 | 4.24% | 58,501 | 2,001 | 3.5% | $29.34万 | 加仓 |
| SSO | PROSHARES TR | $962.52万 | 4.76% | 185,528 | 38,926 | 26.6% | $201.95万 | 加仓 |
| TFLO | ISHARES TR | $1,154.85万 | 5.71% | 228,780 | -47,282 | -17.1% | -$238.67万 | 减仓 |