Ark Wealth Advisors LLC
YORBA LINDA CA · SEC CIK 0002110109
$1.01亿2026Q1 申报市值
80持仓数
33.8%前十大占比 · 第一大 5.2%
7 / 4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
BSCV 新建仓+$101.74万
BSCW 新建仓+$101.50万
BSCX 新建仓+$101.41万
INVESCO EXCH TRD 新建仓+$100.73万
INVESCO EXCH TRD 新建仓+$100.69万
2026Q1 卖出最多 按季末市值估算
CLIP 减仓-$204.38万
BSCQ 减仓-$197.70万
BSJQ 减仓-$117.42万
GIS 清仓-$59.48万
VTI 减仓-$40.71万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BSJR | INVESCO EXCH TRD SLF IDX FD | $524.90万 | 5.20% | 234,696 | 19,219 | 8.9% | $42.98万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $524.62万 | 5.20% | 226,372 | -50,667 | -18.3% | -$117.42万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $491.07万 | 4.86% | 251,445 | -101,230 | -28.7% | -$197.70万 | 减仓 |
| CLIP | GLOBAL X FDS | $374.60万 | 3.71% | 37,326 | -20,365 | -35.3% | -$204.38万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $315.60万 | 3.13% | 160,815 | 19,236 | 13.6% | $37.75万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $288.33万 | 2.86% | 141,178 | 19,945 | 16.5% | $40.73万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $239.62万 | 2.37% | 11,215 | 50 | 0.4% | $1.07万 | 加仓 |
| GOOGL | ALPHABET INC | $230.33万 | 2.28% | 8,010 | 383 | 5.0% | $11.01万 | 加仓 |
| VLO | VALERO ENERGY CORP | $220.82万 | 2.19% | 8,937 | 806 | 9.9% | $19.91万 | 加仓 |
| — | EXXON MOBIL CORP | $202.83万 | 2.01% | 11,955 | -20 | -0.2% | -$3,393 | 减仓 |
| CAT | CATERPILLAR INC | $201.98万 | 2.00% | 2,851 | 29 | 1.0% | $2.05万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $179.76万 | 1.78% | 14,328 | 2,849 | 24.8% | $35.74万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $178.00万 | 1.76% | 19,164 | 2,234 | 13.2% | $20.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $177.46万 | 1.76% | 7,260 | 282 | 4.0% | $6.89万 | 加仓 |
| AAPL | APPLE INC | $176.09万 | 1.74% | 6,938 | 337 | 5.1% | $8.55万 | 加仓 |
| WMT | WALMART INC | $175.42万 | 1.74% | 14,115 | 930 | 7.1% | $11.56万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $167.99万 | 1.66% | 77,469 | 16,921 | 27.9% | $36.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $166.87万 | 1.65% | 4,508 | 524 | 13.2% | $19.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $165.70万 | 1.64% | 2,742 | 340 | 14.2% | $20.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $165.36万 | 1.64% | 5,621 | 329 | 6.2% | $9.68万 | 加仓 |
| ABBV | ABBVIE INC | $153.41万 | 1.52% | 7,054 | 855 | 13.8% | $18.59万 | 加仓 |
| AMZN | AMAZON COM INC | $150.08万 | 1.49% | 7,206 | 679 | 10.4% | $14.14万 | 加仓 |
| CVS | CVS HEALTH CORP | $143.64万 | 1.42% | 20,000 | 2,787 | 16.2% | $20.02万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $140.96万 | 1.40% | 4,660 | 725 | 18.4% | $21.93万 | 加仓 |
| CB | CHUBB LTD SWITZ | $140.93万 | 1.40% | 4,324 | 651 | 17.7% | $21.22万 | 加仓 |
| META | META PLATFORMS INC | $139.20万 | 1.38% | 2,433 | 450 | 22.7% | $25.75万 | 加仓 |
| MRK | MERCK & CO INC | $134.48万 | 1.33% | 11,180 | 492 | 4.6% | $5.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.32万 | 1.33% | 1,348 | 914 | 210.6% | $91.07万 | 加仓 |
| CVX | CHEVRON CORPORATION | $133.08万 | 1.32% | 6,432 | 337 | 5.5% | $6.97万 | 加仓 |
| LIN | LINDE PLC | $131.72万 | 1.30% | 2,657 | 384 | 16.9% | $19.04万 | 加仓 |
| NUE | NUCOR CORP | $128.18万 | 1.27% | 7,580 | 223 | 3.0% | $3.77万 | 加仓 |
| CSCO | CISCO SYS INC | $122.19万 | 1.21% | 15,748 | -36 | -0.2% | -$2,793 | 减仓 |
| WM | WASTE MGMT INC DEL | $121.90万 | 1.21% | 5,305 | 831 | 18.6% | $19.10万 | 加仓 |
| QCOM | QUALCOMM INC | $121.60万 | 1.20% | 9,442 | 1,382 | 17.1% | $17.80万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $117.15万 | 1.16% | 4,082 | 158 | 4.0% | $4.53万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $112.42万 | 1.11% | 7,783 | 1,449 | 22.9% | $20.93万 | 加仓 |
| AFL | AFLAC INC | $107.14万 | 1.06% | 9,766 | 720 | 8.0% | $7.90万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $101.74万 | 1.01% | 61,810 | 61,810 | — | $101.74万 | 新建仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $101.50万 | 1.01% | 49,301 | 49,301 | — | $101.50万 | 新建仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $101.41万 | 1.00% | 47,948 | 47,948 | — | $101.41万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $100.73万 | 1.00% | 40,434 | 40,434 | — | $100.73万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $100.69万 | 1.00% | 39,991 | 39,991 | — | $100.69万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $100.51万 | 1.00% | 38,664 | 38,664 | — | $100.51万 | 新建仓 |
| MCD | MCDONALDS CORP | $100.45万 | 0.99% | 3,232 | 305 | 10.4% | $9.48万 | 加仓 |
| LOW | LOWES COS INC | $96.72万 | 0.96% | 4,093 | 299 | 7.9% | $7.07万 | 加仓 |
| NKE | NIKE INC | $95.05万 | 0.94% | 17,996 | 3,993 | 28.5% | $21.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $93.92万 | 0.93% | 1,960 | 367 | 23.0% | $17.59万 | 加仓 |
| PEP | PEPSICO INC | $93.18万 | 0.92% | 6,001 | 703 | 13.3% | $10.92万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $93.04万 | 0.92% | 44,231 | 11,486 | 35.1% | $24.16万 | 加仓 |
| EMR | EMERSON ELEC CO | $90.01万 | 0.89% | 6,870 | -69 | -1.0% | -$9,040 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $89.92万 | 0.89% | 9,568 | 487 | 5.4% | $4.58万 | 加仓 |
| SYY | SYSCO CORP | $83.32万 | 0.83% | 11,680 | 1,318 | 12.7% | $9.40万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $71.63万 | 0.71% | 6,977 | 988 | 16.5% | $10.14万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $70.32万 | 0.70% | 6,343 | 3 | 0.0% | $333 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $67.51万 | 0.67% | 3,323 | 951 | 40.1% | $19.32万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $67.06万 | 0.66% | 6,153 | -509 | -7.6% | -$5.55万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $65.26万 | 0.65% | 7,960 | -2,857 | -26.4% | -$23.42万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $64.23万 | 0.64% | 9,882 | 1,745 | 21.4% | $11.34万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $64.03万 | 0.63% | 3,959 | -1,403 | -26.2% | -$22.69万 | 减仓 |
| PAYX | PAYCHEX INC | $62.33万 | 0.62% | 6,766 | 1,637 | 31.9% | $15.08万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $62.16万 | 0.62% | 24,291 | 5,634 | 30.2% | $14.42万 | 加仓 |
| WMB | WILLIAMS COS INC | $56.57万 | 0.56% | 7,773 | 2,022 | 35.2% | $14.72万 | 加仓 |
| TSLA | TESLA INC | $48.59万 | 0.48% | 1,307 | 90 | 7.4% | $3.35万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $48.34万 | 0.48% | 809 | 355 | 78.2% | $21.21万 | 加仓 |
| CRM | SALESFORCE INC | $38.38万 | 0.38% | 2,056 | 900 | 77.9% | $16.80万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $38.06万 | 0.38% | 12,395 | 3,854 | 45.1% | $11.84万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $37.91万 | 0.38% | 5,271 | 2,095 | 66.0% | $15.07万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $37.11万 | 0.37% | 6,057 | -2,432 | -28.6% | -$14.90万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $36.69万 | 0.36% | 702 | 90 | 14.7% | $4.70万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $35.87万 | 0.36% | 1,118 | -1,269 | -53.2% | -$40.71万 | 减仓 |
| ADBE | ADOBE INC | $35.47万 | 0.35% | 1,459 | 555 | 61.4% | $13.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $34.55万 | 0.34% | 1,981 | -454 | -18.6% | -$7.92万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $31.84万 | 0.32% | 2,396 | -2,086 | -46.5% | -$27.72万 | 减仓 |
| LLY | ELI LILLY & CO | $28.97万 | 0.29% | 315 | 17 | 5.7% | $1.56万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $28.30万 | 0.28% | 3,905 | 602 | 18.2% | $4.36万 | 加仓 |
| AVGO | BROADCOM INC | $28.01万 | 0.28% | 905 | 60 | 7.1% | $1.86万 | 加仓 |
| GOOG | ALPHABET INC | $27.73万 | 0.27% | 967 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $24.29万 | 0.24% | 1,194 | 256 | 27.3% | $5.21万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $23.85万 | 0.24% | 4,831 | -4,677 | -49.2% | -$23.09万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $21.00万 | 0.21% | 1,377 | 1,377 | — | $21.00万 | 新建仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -12,792 | -100.0% | -$59.48万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,136 | -100.0% | -$33.07万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -2,170 | -100.0% | -$22.93万 | 清仓 |
| — | TECOGEN INC NEW | $0 | 0.00% | 0 | -14,881 | -100.0% | -$7.35万 | 清仓 |