Arta Finance Wealth Management LLC
MOUNTAIN VIEW CA · SEC CIK 0002099257
$2.34亿2026Q2 申报市值
105持仓数
52.6%前十大占比 · 第一大 8.0%
13 / 5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
GOOG 加仓+$188.40万
META 加仓+$158.45万
MSFT 加仓+$155.81万
VTI 加仓+$132.22万
TSLA 加仓+$92.53万
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$240.37万
BIL 减仓-$161.24万
USFR 减仓-$103.24万
AMD 减仓-$94.11万
TFLO 减仓-$63.85万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -3,281 | -100.0% | -$31.55万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,886 | -100.0% | -$30.50万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -297 | -100.0% | -$29.59万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -412 | -100.0% | -$20.59万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -233 | -100.0% | -$20.16万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $6.38万 | 0.03% | 27,606 | 662 | 2.5% | $1,529 | 加仓 |
| ASML | ASML HLDG NV | $21.09万 | 0.09% | 106 | 106 | — | $21.09万 | 新建仓 |
| MS | MORGAN STANLEY | $21.20万 | 0.09% | 1,014 | 1,014 | — | $21.20万 | 新建仓 |
| GE | GE AEROSPACE | $22.06万 | 0.09% | 591 | 591 | — | $22.06万 | 新建仓 |
| IAGG | ISHARES TR | $22.26万 | 0.10% | 4,436 | 4,436 | — | $22.26万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $23.00万 | 0.10% | 2,140 | 89 | 4.3% | $9,568 | 加仓 |
| CAT | CATERPILLAR INC | $24.81万 | 0.11% | 233 | 233 | — | $24.81万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.83万 | 0.11% | 8,964 | 8,964 | — | $24.83万 | 新建仓 |
| EPI | WISDOMTREE TR | $24.89万 | 0.11% | 5,817 | -187 | -3.1% | -$8,000 | 减仓 |
| V | VISA INC | $25.49万 | 0.11% | 743 | 50 | 7.2% | $1.72万 | 重新持有 |
| MRK | MERCK & CO INC | $25.56万 | 0.11% | 1,989 | 44 | 2.3% | $5,654 | 加仓 |
| ABT | ABBOTT LABORATORIES | $26.01万 | 0.11% | 2,866 | 2,866 | — | $26.01万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $26.53万 | 0.11% | 1,575 | 290 | 22.6% | $4.88万 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $26.78万 | 0.11% | 7,528 | 7,528 | — | $26.78万 | 新建仓 |
| KT | KT CORP | $27.07万 | 0.12% | 15,665 | 2,479 | 18.8% | $4.28万 | 加仓 |
| APH | AMPHENOL CORP | $27.24万 | 0.12% | 1,545 | -58 | -3.6% | -$1.02万 | 重新持有 |
| WMT | WALMART INC | $27.76万 | 0.12% | 2,451 | -50 | -2.0% | -$5,663 | 减仓 |
| EWY | ISHARES INC | $27.98万 | 0.12% | 1,386 | 1,386 | — | $27.98万 | 新建仓 |
| LIN | LINDE PLC | $28.23万 | 0.12% | 544 | 85 | 18.5% | $4.41万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $28.64万 | 0.12% | 417 | 417 | — | $28.64万 | 新建仓 |
| NTES | NETEASE COM INC | $28.65万 | 0.12% | 2,236 | -163 | -6.8% | -$2.09万 | 减仓 |
| PDD | PDD HOLDINGS INC | $29.07万 | 0.12% | 3,811 | 841 | 28.3% | $6.42万 | 加仓 |
| BIDU | BAIDU INC | $30.40万 | 0.13% | 2,660 | 93 | 3.6% | $1.06万 | 加仓 |
| MCHI | ISHARES TR | $30.86万 | 0.13% | 6,048 | 1,700 | 39.1% | $8.67万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $30.89万 | 0.13% | 7,771 | 1,283 | 19.8% | $5.10万 | 加仓 |
| EWT | ISHARES INC | $32.35万 | 0.14% | 2,979 | -397 | -11.8% | -$4.31万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $32.57万 | 0.14% | 11,969 | -19,648 | -62.1% | -$53.46万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $32.90万 | 0.14% | 2,082 | -141 | -6.3% | -$2.23万 | 减仓 |
| HDV | ISHARES TR | $34.16万 | 0.15% | 12,463 | 178 | 1.4% | $4,879 | 加仓 |
| T | AT&T INC | $34.92万 | 0.15% | 16,868 | -291 | -1.7% | -$6,024 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $35.16万 | 0.15% | 6,916 | -2 | -0.0% | -$102 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $35.24万 | 0.15% | 3,672 | 639 | 21.1% | $6.13万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $35.91万 | 0.15% | 4,056 | -123 | -2.9% | -$1.09万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $36.66万 | 0.16% | 1,075 | 1,075 | — | $36.66万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $37.80万 | 0.16% | 1,160 | 202 | 21.1% | $6.58万 | 加仓 |
| CSCO | CISCO SYS INC | $37.99万 | 0.16% | 3,246 | 115 | 3.7% | $1.35万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $39.20万 | 0.17% | 12,363 | 483 | 4.1% | $1.53万 | 加仓 |
| SE | SEA LTD | $39.43万 | 0.17% | 4,115 | -307 | -6.9% | -$2.94万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.23万 | 0.17% | 804 | 250 | 45.1% | $12.51万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $41.21万 | 0.18% | 427 | 427 | — | $41.21万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $43.47万 | 0.19% | 10,267 | 1,145 | 12.6% | $4.85万 | 加仓 |
| QCOM | QUALCOMM INC | $45.18万 | 0.19% | 2,445 | 387 | 18.8% | $7.15万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $45.98万 | 0.20% | 3,006 | 643 | 27.2% | $9.84万 | 加仓 |
| INTC | INTEL CORP | $47.71万 | 0.20% | 3,417 | 3,417 | — | $47.71万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $50.55万 | 0.22% | 3,447 | 547 | 18.9% | $8.02万 | 加仓 |
| SNPS | SYNOPSYS INC | $51.48万 | 0.22% | 1,154 | 478 | 70.7% | $21.32万 | 加仓 |
| LLY | ELI LILLY & CO | $52.66万 | 0.23% | 439 | 34 | 8.4% | $4.08万 | 加仓 |
| MMM | 3M CO | $52.77万 | 0.23% | 3,259 | -127 | -3.8% | -$2.06万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $53.12万 | 0.23% | 36,657 | -1,986 | -5.1% | -$2.88万 | 减仓 |
| INFY | INFOSYS LTD | $53.75万 | 0.23% | 51,242 | 9,484 | 22.7% | $9.95万 | 加仓 |
| HDB | HDFC BANK LTD | $53.85万 | 0.23% | 20,847 | 778 | 3.9% | $2.01万 | 加仓 |
| WIT | WIPRO LTD | $54.77万 | 0.23% | 243,411 | -7,870 | -3.1% | -$1.77万 | 减仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $54.85万 | 0.23% | 10,292 | -2,321 | -18.4% | -$12.37万 | 减仓 |
| ABBV | ABBVIE INC | $55.13万 | 0.24% | 2,191 | -33 | -1.5% | -$8,304 | 减仓 |
| IBN | ICICI BANK LIMITED | $56.13万 | 0.24% | 19,335 | -1,744 | -8.3% | -$5.06万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $56.21万 | 0.24% | 1,177 | -223 | -15.9% | -$10.65万 | 减仓 |
| CVX | CHEVRON CORPORATION | $56.99万 | 0.24% | 3,438 | 490 | 16.6% | $8.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.58万 | 0.25% | 2,267 | 132 | 6.2% | $3.35万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $57.98万 | 0.25% | 3,043 | 157 | 5.4% | $2.99万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $58.14万 | 0.25% | 1,549 | 370 | 31.4% | $13.89万 | 加仓 |
| JNK | SPDR SERIES TRUST | $66.05万 | 0.28% | 6,892 | 29 | 0.4% | $2,779 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $66.59万 | 0.29% | 577 | -25 | -4.2% | -$2.89万 | 减仓 |
| — | EXXON MOBIL CORP | $75.07万 | 0.32% | 5,491 | 537 | 10.8% | $7.34万 | 加仓 |
| ITOT | ISHARES TR | $77.78万 | 0.33% | 4,735 | 916 | 24.0% | $15.05万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $77.91万 | 0.33% | 1,798 | 22 | 1.2% | $9,533 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $78.27万 | 0.33% | 29,783 | 2,703 | 10.0% | $7.10万 | 加仓 |
| AMAT | APPLIED MATLS INC | $79.82万 | 0.34% | 1,104 | 219 | 24.7% | $15.83万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $80.37万 | 0.34% | 9,763 | 1,047 | 12.0% | $8.62万 | 加仓 |
| ORCL | ORACLE CORP | $104.02万 | 0.45% | 7,098 | -495 | -6.5% | -$7.25万 | 减仓 |
| AVGO | BROADCOM INC | $107.24万 | 0.46% | 2,839 | 167 | 6.2% | $6.31万 | 加仓 |
| BOTZ | GLOBAL X FDS | $116.80万 | 0.50% | 30,786 | 3,160 | 11.4% | $11.99万 | 加仓 |
| TIP | ISHARES TR | $118.35万 | 0.51% | 10,921 | 725 | 7.1% | $7.86万 | 加仓 |
| TWLO | TWILIO INC | $118.52万 | 0.51% | 5,744 | -1,998 | -25.8% | -$41.22万 | 减仓 |
| SYM | SYMBOTIC INC | $131.34万 | 0.56% | 29,219 | 9,446 | 47.8% | $42.46万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $141.09万 | 0.60% | 12,093 | 3,199 | 36.0% | $37.32万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $148.57万 | 0.64% | 3,736 | 1,500 | 67.1% | $59.65万 | 加仓 |
| CRM | SALESFORCE INC | $160.64万 | 0.69% | 10,254 | 3,286 | 47.2% | $51.48万 | 加仓 |
| ADBE | ADOBE INC | $161.17万 | 0.69% | 7,861 | 3,007 | 61.9% | $61.65万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $171.93万 | 0.74% | 30,582 | 1,396 | 4.8% | $7.85万 | 加仓 |
| SGOL | ETFS GOLD TR | $176.31万 | 0.75% | 46,117 | 1,018 | 2.3% | $3.89万 | 加仓 |
| IAU | ISHARES GOLD TR | $180.11万 | 0.77% | 23,852 | 412 | 1.8% | $3.11万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $186.99万 | 0.80% | 6,277 | -8,069 | -56.2% | -$240.37万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $220.44万 | 0.94% | 20,577 | 4,810 | 30.5% | $51.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $231.67万 | 0.99% | 3,988 | -1,620 | -28.9% | -$94.11万 | 减仓 |
| GOOGL | ALPHABET INC | $272.89万 | 1.17% | 7,636 | 765 | 11.1% | $27.34万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $300.18万 | 1.28% | 56,521 | 14,696 | 35.1% | $78.05万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $375.96万 | 1.61% | 62,985 | 5,154 | 8.9% | $30.76万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $418.88万 | 1.79% | 57,251 | 6,237 | 12.2% | $45.63万 | 加仓 |
| TSLA | TESLA INC | $453.03万 | 1.94% | 10,771 | 2,200 | 25.7% | $92.53万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $460.39万 | 1.97% | 101,541 | 13,217 | 15.0% | $59.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $501.35万 | 2.15% | 25,056 | 3,000 | 13.6% | $60.03万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $514.85万 | 2.20% | 106,552 | 10,879 | 11.4% | $52.57万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $702.27万 | 3.01% | 98,564 | 7,536 | 8.3% | $53.69万 | 加仓 |
| AMZN | AMAZON COM INC | $860.74万 | 3.68% | 36,114 | 1,257 | 3.6% | $29.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $888.20万 | 3.80% | 23,811 | 4,177 | 21.3% | $155.81万 | 加仓 |