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ARVEST INVESTMENTS, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ARVEST INVESTMENTS, INC.
报告期 2026-03-31 · CIK 0001025038
持仓数
199
前50大市值合计
$613.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 143 项
建仓 11
增持 33
减持 90
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
VEA
VANGUARD TAX-MANAGED FDS
-$9.1M
867,814
-16%
建仓
SCZ
ISHARES TR
+$6.2M
100,935
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$5.6M
53,265
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JMBS
JANUS DETROIT STR TR
+$3.6M
639,420
+16%
减持
IEF
ISHARES TR
-$3.1M
33,299
-49%
减持
IWD
ISHARES TR
-$2.7M
13,902
-51%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.5M
46,015
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.0M
244,468
-2%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.7M
91,939
+54%
增持
TLH
ISHARES TR
+$1.5M
91,917
+21%
减持
CMBS
ISHARES TR
-$1.3M
438,002
-6%
减持
SHY
ISHARES TR
-$1.3M
77,400
-17%
减持
CMCSA
COMCAST CORP NEW
-$1.2M
26,943
-49%
减持
VOE
VANGUARD INDEX FDS
-$1.1M
111,353
-3%
减持
VBR
VANGUARD INDEX FDS
-$1.1M
71,584
-3%
增持
MSFT
MICROSOFT CORP
+$1.1M
4,908
+89%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
-$751.1K
207,602
-4%
减持
GSLC
GOLDMAN SACHS ETF TR
-$733.4K
158,705
-7%
增持
AAPL
APPLE INC
+$729.1K
18,329
+0%
减持
VOT
VANGUARD INDEX FDS
-$626.5K
49,390
-3%
减持
TRV
TRAVELERS COMPANIES INC
-$513.7K
16,192
-2%
减持
IVW
ISHARES TR
+$493.7K
66,561
-1%
减持
VBK
VANGUARD INDEX FDS
-$479.7K
31,519
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$469.8K
17,714
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$461.2K
30,652
-4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$451.2K
54,360
+12%
减持
IQV
IQVIA HLDGS INC
-$425.2K
9,950
-1%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$403.7K
20,091
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$367.0K
58,836
+12%
减持
TGT
TARGET CORP
-$359.9K
9,861
-4%
减持
WMT
WALMART INC
+$354.1K
50,461
-1%
减持
LOW
LOWES COS INC
-$353.8K
10,082
-0%
减持
MRK
MERCK & CO INC
-$352.8K
37,173
-1%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$351.6K
99,446
-4%
增持
MBB
ISHARES TR
+$344.7K
241,476
+2%
减持
—
INTERPUBLIC GROUP COS INC
-$336.6K
71,580
-3%
减持
GMOM
CAMBRIA ETF TR
-$327.4K
106,651
-8%
减持
EFA
ISHARES TR
-$321.1K
118,788
-1%
增持
SPTL
SPDR SER TR
+$311.0K
140,088
+12%
减持
JNJ
JOHNSON & JOHNSON
-$303.2K
20,891
-2%
增持
AGZ
ISHARES TR
+$295.3K
102,937
+3%
减持
—
MANAGED PORTFOLIO SERIES
-$279.0K
668,946
-4%
增持
SPHY
SPDR SER TR
+$266.9K
131,197
+11%
减持
VLO
VALERO ENERGY CORP
-$260.6K
12,234
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$258.7K
9,644
-4%
减持
—
LAM RESEARCH CORP
+$254.4K
2,943
-1%
减持
MU
MICRON TECHNOLOGY INC
+$248.0K
20,599
-1%
增持
IMVP
INVESCO INDIA EXCHANGE-TRADE
+$244.5K
70,817
+4%
减持
—
ACCENTURE PLC IRELAND
-$234.8K
5,228
-0%
减持
CSCO
CISCO SYS INC
-$224.4K
60,627
-3%
减持
GLW
CORNING INC
+$215.8K
48,689
-4%
减持
MCD
MCDONALDS CORP
-$208.8K
6,102
-2%
减持
DIS
DISNEY WALT CO
-$208.3K
8,684
-1%
减持
SLV
ISHARES SILVER TR
+$207.4K
70,475
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$206.9K
11,549
-4%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$205.2K
165,190
+1%
减持
AMAT
APPLIED MATLS INC
+$195.1K
6,890
-1%
减持
JPM
JPMORGAN CHASE & CO.
-$189.5K
40,318
-3%
减持
FISV
FISERV INC
-$188.3K
15,871
-1%
减持
—
LYONDELLBASELL INDUSTRIES N
-$186.3K
17,181
-4%
减持
QSR
RESTAURANT BRANDS INTL INC
-$172.1K
18,253
-0%
减持
OMC
OMNICOM GROUP INC
-$169.1K
22,240
-1%
建仓
EPI
WISDOMTREE TR
+$165.0K
3,418
减持
HBAN
HUNTINGTON BANCSHARES INC
-$160.0K
150,632
-2%
增持
GBIL
GOLDMAN SACHS ETF TR
+$156.7K
47,201
+4%
减持
HPQ
HP INC
+$155.9K
34,045
-1%
增持
TLT
ISHARES TR
-$154.4K
85,429
+1%
增持
PSX
PHILLIPS 66
-$151.2K
7,258
+1%
减持
UNP
UNION PAC CORP
-$149.4K
7,043
-1%
增持
GIGB
GOLDMAN SACHS ETF TR
+$149.3K
699,510
+2%
减持
PALL
ABRDN PALLADIUM ETF TRUST
-$147.0K
18,142
-4%
减持
QQQ
INVESCO QQQ TR
+$139.0K
4,298
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$134.0K
55,339
-0%
增持
LLY
ELI LILLY & CO
+$133.5K
828
+5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$133.4K
420,479
-4%
减持
TXN
TEXAS INSTRS INC
+$132.4K
10,184
-4%
减持
ABBV
ABBVIE INC
-$130.5K
11,130
-1%
减持
COP
CONOCOPHILLIPS
-$125.7K
8,849
-1%
减持
CVX
CHEVRON CORP NEW
-$124.8K
15,354
-4%
增持
IEI
ISHARES TR
+$122.7K
41,141
+3%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$118.4K
302,349
-4%
减持
NVS
NOVARTIS AG
+$117.1K
19,859
-4%
增持
MOH
MOLINA HEALTHCARE INC
-$117.0K
2,312
+18%
增持
TMUS
T-MOBILE US INC
+$115.5K
4,959
+7%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$110.5K
27,951
-4%
减持
—
EXXON MOBIL CORP
-$107.4K
19,264
-4%
减持
—
UNILEVER PLC
+$107.2K
37,866
-4%
增持
PAVE
GLOBAL X FDS
-$103.9K
46,864
+1%
减持
MDLZ
MONDELEZ INTL INC
-$99.7K
19,979
-1%
减持
DTE
DTE ENERGY CO
-$94.9K
20,122
-3%
减持
PPLT
ABRDN PLATINUM ETF TRUST
+$87.5K
18,690
-4%
增持
AIQ
GLOBAL X FDS
+$85.7K
23,817
+6%
减持
TFC
TRUIST FINL CORP
-$82.4K
42,176
-4%
减持
DTD
WISDOMTREE TR
-$77.7K
30,451
-4%
减持
PRU
PRUDENTIAL FINL INC
-$75.0K
16,751
-4%
减持
COF
CAPITAL ONE FINL CORP
-$71.5K
6,438
-0%
减持
EOG
EOG RES INC
-$66.6K
11,086
-3%
减持
KDP
KEURIG DR PEPPER INC
+$61.7K
39,578
-4%
减持
BAC
BANK AMERICA CORP
+$58.4K
47,065
-2%
减持
GILD
GILEAD SCIENCES INC
-$57.7K
11,132
-1%
清仓
IHI
ISHARES TR
-$56.2K
0
-100%
减持
LNT
ALLIANT ENERGY CORP
-$53.2K
30,650
-4%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$52.5K
1,765
增持
PG
PROCTER AND GAMBLE CO
+$52.0K
9,140
+2%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$51.1K
1,550
增持
IWF
ISHARES TR
+$50.4K
1,025
+7%
减持
SCHF
SCHWAB STRATEGIC TR
-$49.8K
57,014
-1%
减持
AIRR
FIRST TR EXCHANGE-TRADED FD
-$45.2K
26,328
-4%
减持
PFE
PFIZER INC
-$44.8K
95,250
-2%
增持
EMTL
SSGA ACTIVE TR
+$44.3K
56,685
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$44.2K
612
-59%
减持
HON
HONEYWELL INTL INC
+$43.7K
6,187
-1%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$37.8K
1,330
减持
IWM
ISHARES TR
-$37.8K
3,449
-2%
增持
PEP
PEPSICO INC
-$36.0K
4,527
+1%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$35.0K
12,598
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$33.9K
5,602
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$33.6K
1,762
-0%
减持
GEM
GOLDMAN SACHS ETF TR
+$25.5K
458,310
-4%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$25.4K
1,145
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$25.2K
976
减持
LMT
LOCKHEED MARTIN CORP
-$23.0K
5,221
-4%
减持
GOOGL
ALPHABET INC
-$23.0K
6,151
-19%
减持
ECL
ECOLAB INC
+$21.1K
3,906
-1%
减持
DWX
SPDR INDEX SHS FDS
-$17.5K
4,284
-9%
清仓
AOM
ISHARES TR
-$17.4K
0
-100%
增持
DE
DEERE & CO
-$16.4K
887
+5%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$13.2K
409
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$13.0K
442
清仓
VTI
VANGUARD INDEX FDS
-$10.7K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$10.6K
0
-100%
减持
IVV
ISHARES TR
+$9.6K
38,945
-4%
减持
EBAY
EBAY INC.
+$8.1K
15,022
-1%
清仓
DRIV
GLOBAL X FDS
-$7.9K
0
-100%
清仓
SPGM
SPDR INDEX SHS FDS
-$7.8K
0
-100%
增持
KRE
SPDR SER TR
-$7.4K
46,592
+2%
增持
CFR
CULLEN FROST BANKERS INC
-$3.3K
331
+1%
减持
GD
GENERAL DYNAMICS CORP
+$1.5K
15,787
-3%
增持
CRM
SALESFORCE INC
+$705
818
+18%
清仓
XLE
SELECT SECTOR SPDR TR
-$472
0
-100%
清仓
—
HESS CORP
-$177
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$22
638
+2%
清仓
MET
METLIFE INC
+$0
0
