Ark Wealth Advisors LLC
YORBA LINDA CA · SEC CIK 0002110109
$1.13亿2026Q2 申报市值
87持仓数
30.1%前十大占比 · 第一大 4.3%
9 / 2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
DECK 新建仓+$100.28万
AVGO 加仓+$57.80万
META 加仓+$51.43万
MSFT 加仓+$42.52万
BRK/B 加仓+$37.08万
2026Q2 卖出最多 按季末市值估算
CLIP 减仓-$168.27万
BSJQ 减仓-$109.44万
NKE 清仓-$95.05万
BSCQ 减仓-$83.70万
XLC 清仓-$70.32万
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $487.80万 | 4.33% | 11,257 | 42 | 0.4% | $1.82万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $459.11万 | 4.07% | 205,460 | -29,236 | -12.5% | -$65.33万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $410.19万 | 3.64% | 178,694 | -47,678 | -21.1% | -$109.44万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $407.24万 | 3.61% | 208,575 | -42,870 | -17.0% | -$83.70万 | 减仓 |
| GOOGL | ALPHABET INC | $314.81万 | 2.79% | 8,809 | 799 | 10.0% | $28.55万 | 加仓 |
| CAT | CATERPILLAR INC | $312.65万 | 2.77% | 2,936 | 85 | 3.0% | $9.05万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $283.14万 | 2.51% | 144,351 | -16,464 | -10.2% | -$32.29万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $280.64万 | 2.49% | 137,806 | -3,372 | -2.4% | -$6.87万 | 减仓 |
| VLO | VALERO ENERGY CORP | $226.95万 | 2.01% | 8,714 | -223 | -2.5% | -$5.81万 | 减仓 |
| AAPL | APPLE INC | $213.73万 | 1.90% | 7,386 | 448 | 6.5% | $12.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $210.67万 | 1.87% | 5,648 | 1,140 | 25.3% | $42.52万 | 加仓 |
| CLIP | GLOBAL X FDS | $206.26万 | 1.83% | 20,556 | -16,770 | -44.9% | -$168.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $200.41万 | 1.78% | 6,123 | 502 | 8.9% | $16.43万 | 加仓 |
| AMZN | AMAZON COM INC | $199.82万 | 1.77% | 8,384 | 1,178 | 16.3% | $28.08万 | 加仓 |
| ABBV | ABBVIE INC | $194.78万 | 1.73% | 7,740 | 686 | 9.7% | $17.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $191.93万 | 1.70% | 7,557 | 297 | 4.1% | $7.54万 | 加仓 |
| META | META PLATFORMS INC | $188.48万 | 1.67% | 3,346 | 913 | 37.5% | $51.43万 | 加仓 |
| QCOM | QUALCOMM INC | $186.46万 | 1.65% | 10,090 | 648 | 6.9% | $11.97万 | 加仓 |
| CSCO | CISCO SYS INC | $186.00万 | 1.65% | 15,836 | 88 | 0.6% | $1.03万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $182.32万 | 1.62% | 20,772 | 1,608 | 8.4% | $14.11万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $181.09万 | 1.61% | 5,354 | 694 | 14.9% | $23.47万 | 加仓 |
| CVS | CVS HEALTH CORP | $180.98万 | 1.61% | 17,494 | -2,506 | -12.5% | -$25.92万 | 减仓 |
| NUE | NUCOR CORP | $169.98万 | 1.51% | 7,631 | 51 | 0.7% | $1.14万 | 加仓 |
| — | EXXON MOBIL CORP | $166.93万 | 1.48% | 12,210 | 255 | 2.1% | $3.49万 | 加仓 |
| WMT | WALMART INC | $166.82万 | 1.48% | 14,729 | 614 | 4.3% | $6.95万 | 加仓 |
| LIN | LINDE PLC | $161.49万 | 1.43% | 3,112 | 455 | 17.1% | $23.61万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $159.16万 | 1.41% | 3,124 | 382 | 13.9% | $19.46万 | 加仓 |
| CB | CHUBB LIMITED | $158.89万 | 1.41% | 4,663 | 339 | 7.8% | $11.55万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $149.99万 | 1.33% | 68,975 | -8,494 | -11.0% | -$18.47万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $148.93万 | 1.32% | 1,592 | 244 | 18.1% | $22.83万 | 加仓 |
| MRK | MERCK & CO INC | $146.16万 | 1.30% | 11,374 | 194 | 1.7% | $2.49万 | 加仓 |
| WM | WASTE MGMT INC DEL | $140.55万 | 1.25% | 6,306 | 1,001 | 18.9% | $22.31万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $136.85万 | 1.21% | 14,258 | -70 | -0.5% | -$6,719 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $135.16万 | 1.20% | 2,701 | 741 | 37.8% | $37.08万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $130.86万 | 1.16% | 4,160 | 78 | 1.9% | $2.45万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $129.16万 | 1.15% | 8,808 | 1,025 | 13.2% | $15.03万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $127.64万 | 1.13% | 50,715 | 10,281 | 25.4% | $25.88万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $127.49万 | 1.13% | 48,568 | 9,904 | 25.6% | $26.00万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $127.23万 | 1.13% | 77,649 | 15,839 | 25.6% | $25.95万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $127.13万 | 1.13% | 61,986 | 12,685 | 25.7% | $26.02万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $127.05万 | 1.13% | 50,226 | 10,235 | 25.6% | $25.89万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $126.95万 | 1.13% | 60,295 | 12,347 | 25.8% | $26.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $122.01万 | 1.08% | 7,361 | 929 | 14.4% | $15.40万 | 加仓 |
| AFL | AFLAC INC | $116.99万 | 1.04% | 9,978 | 212 | 2.2% | $2.49万 | 加仓 |
| EMR | EMERSON ELEC CO | $100.78万 | 0.89% | 7,040 | 170 | 2.5% | $2.43万 | 加仓 |
| SYY | SYSCO CORP | $100.62万 | 0.89% | 12,038 | 358 | 3.1% | $2.99万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $100.28万 | 0.89% | 10,100 | 10,100 | — | $100.28万 | 新建仓 |
| LOW | LOWES COS INC | $93.23万 | 0.83% | 4,228 | 135 | 3.3% | $2.98万 | 加仓 |
| AVGO | BROADCOM INC | $91.99万 | 0.82% | 2,435 | 1,530 | 169.1% | $57.80万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $91.25万 | 0.81% | 9,889 | 321 | 3.4% | $2.96万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $90.41万 | 0.80% | 42,788 | -1,443 | -3.3% | -$3.05万 | 减仓 |
| MCD | MCDONALDS CORP | $90.28万 | 0.80% | 3,340 | 108 | 3.3% | $2.92万 | 加仓 |
| PEP | PEPSICO INC | $84.10万 | 0.75% | 6,212 | 211 | 3.5% | $2.86万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $80.80万 | 0.72% | 1,391 | 197 | 16.5% | $11.44万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $77.47万 | 0.69% | 3,459 | 136 | 4.1% | $3.05万 | 加仓 |
| WMB | WILLIAMS COS INC | $72.21万 | 0.64% | 9,714 | 1,941 | 25.0% | $14.43万 | 加仓 |
| PAYX | PAYCHEX INC | $69.42万 | 0.62% | 7,059 | 293 | 4.3% | $2.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $68.36万 | 0.61% | 3,417 | 1,436 | 72.5% | $28.73万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $68.21万 | 0.61% | 7,517 | 540 | 7.7% | $4.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $67.48万 | 0.60% | 983 | 174 | 21.5% | $11.94万 | 加仓 |
| TSLA | TESLA INC | $64.73万 | 0.57% | 1,539 | 232 | 17.8% | $9.76万 | 加仓 |
| CRM | SALESFORCE INC | $63.29万 | 0.56% | 4,040 | 1,984 | 96.5% | $31.08万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $60.65万 | 0.54% | 23,497 | -794 | -3.3% | -$2.05万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $56.41万 | 0.50% | 7,818 | 2,547 | 48.3% | $18.38万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $54.68万 | 0.49% | 4,662 | -1,491 | -24.2% | -$17.49万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $52.48万 | 0.47% | 2,833 | -1,126 | -28.4% | -$20.86万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $51.50万 | 0.46% | 1,142 | 440 | 62.7% | $19.84万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $51.39万 | 0.46% | 10,581 | 699 | 7.1% | $3.40万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $50.15万 | 0.45% | 6,037 | -1,923 | -24.2% | -$15.97万 | 减仓 |
| ADBE | ADOBE INC | $49.12万 | 0.44% | 2,396 | 937 | 64.2% | $19.21万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $46.58万 | 0.41% | 4,846 | 941 | 24.1% | $9.04万 | 加仓 |
| LLY | ELI LILLY & CO | $46.06万 | 0.41% | 384 | 69 | 21.9% | $8.28万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $41.71万 | 0.37% | 10,962 | -1,433 | -11.6% | -$5.45万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $41.50万 | 0.37% | 2,178 | -218 | -9.1% | -$4.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $41.37万 | 0.37% | 1,118 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $36.82万 | 0.33% | 886 | 886 | — | $36.82万 | 新建仓 |
| PKE | PARK AEROSPACE CORP | $34.70万 | 0.31% | 9,092 | 9,092 | — | $34.70万 | 新建仓 |
| GOOG | ALPHABET INC | $34.16万 | 0.30% | 967 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $33.33万 | 0.30% | 1,820 | 443 | 32.2% | $8.11万 | 加仓 |
| SOXX | ISHARES TR | $33.13万 | 0.29% | 517 | 517 | — | $33.13万 | 新建仓 |
| SMH | VANECK ETF TRUST | $30.65万 | 0.27% | 467 | 467 | — | $30.65万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $26.42万 | 0.23% | 4,974 | -1,083 | -17.9% | -$5.75万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $24.57万 | 0.22% | 811 | 811 | — | $24.57万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $24.38万 | 0.22% | 2,040 | 2,040 | — | $24.38万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $21.19万 | 0.19% | 3,952 | -879 | -18.2% | -$4.71万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $20.74万 | 0.18% | 567 | 567 | — | $20.74万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $20.37万 | 0.18% | 548 | 548 | — | $20.37万 | 新建仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -17,996 | -100.0% | -$95.05万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,343 | -100.0% | -$70.32万 | 清仓 |