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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 142 项
建仓 7
增持 33
减持 99
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
VEA
VANGUARD TAX-MANAGED FDS
-$4.4M
869,405
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.6M
374,995
-11%
建仓
AAXJ
ISHARES TR
+$2.9M
40,855
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。
减持
TRV
TRAVELERS COMPANIES INC
-$2.2M
5,584
-63%
减持
GIGB
GOLDMAN SACHS ETF TR
-$2.0M
688,729
-1%
减持
JMBS
JANUS DETROIT STR TR
-$1.9M
629,593
-1%
减持
GD
GENERAL DYNAMICS CORP
-$1.9M
10,617
-32%
减持
GEM
GOLDMAN SACHS ETF TR
-$1.9M
446,674
-3%
清仓
—
LAM RESEARCH CORP
-$1.9M
0
-100%
建仓
IP
INTERNATIONAL PAPER CO
+$1.8M
33,796
建仓
CFG
CITIZENS FINL GROUP INC
+$1.8M
40,654
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.7M
238,787
-2%
减持
EFA
ISHARES TR
-$1.6M
110,374
-7%
建仓
LRCX
LAM RESEARCH CORP
+$1.5M
21,069
建仓
SPYM
SPDR SER TR
+$1.5M
21,985
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$1.3M
0
-100%
减持
MBB
ISHARES TR
-$1.2M
239,714
-1%
减持
TLT
ISHARES TR
-$999.9K
83,791
-1%
减持
TLH
ISHARES TR
-$998.0K
89,723
-1%
减持
CMBS
ISHARES TR
-$995.0K
437,038
-1%
减持
VOE
VANGUARD INDEX FDS
-$978.6K
103,577
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$908.1K
16,255
-9%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$782.3K
82,850
-4%
增持
XLV
SELECT SECTOR SPDR TR
-$766.1K
52,663
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$748.3K
35,957
-4%
减持
SCZ
ISHARES TR
-$736.4K
100,330
-1%
减持
DTD
WISDOMTREE TR
-$641.2K
19,243
-30%
减持
VBR
VANGUARD INDEX FDS
-$637.7K
67,182
-3%
减持
AMAT
APPLIED MATLS INC
-$602.9K
4,941
-29%
减持
—
MANAGED PORTFOLIO SERIES
+$574.0K
413,646
-4%
减持
TBLL
INVESCO EXCH TRADED FD TR II
-$552.0K
50,867
-9%
减持
IQV
IQVIA HLDGS INC
-$547.8K
9,350
-7%
增持
MRK
MERCK & CO INC
-$541.6K
38,551
+0%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$527.4K
18,891
-7%
减持
OMC
OMNICOM GROUP INC
-$522.1K
20,905
-7%
增持
WMT
WALMART INC
+$520.2K
48,178
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$485.0K
3,442
-7%
减持
JNJ
JOHNSON & JOHNSON
-$447.5K
15,307
-7%
增持
IMVP
INVESCO INDIA EXCHANGE-TRADE
-$437.3K
120,451
+4%
增持
AGG
ISHARES TR
+$428.3K
4,526
+4381%
减持
PFE
PFIZER INC
-$425.9K
92,121
-7%
减持
NVS
NOVARTIS AG
-$423.3K
16,376
-7%
减持
LOW
LOWES COS INC
-$418.4K
9,491
-7%
减持
—
UNILEVER PLC
-$403.2K
31,250
-7%
减持
GMOM
CAMBRIA ETF TR
-$392.0K
95,341
-10%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
-$385.6K
208,405
-0%
减持
AGZ
ISHARES TR
-$374.4K
102,039
-1%
减持
MDLZ
MONDELEZ INTL INC
-$363.4K
18,806
-7%
减持
ABBV
ABBVIE INC
-$356.8K
10,488
-7%
减持
—
INTERPUBLIC GROUP COS INC
-$344.6K
59,017
-7%
增持
MU
MICRON TECHNOLOGY INC
-$300.3K
22,115
+6%
减持
DTE
DTE ENERGY CO
-$290.1K
17,352
-7%
减持
—
EXXON MOBIL CORP
-$283.2K
15,944
-6%
减持
TXN
TEXAS INSTRS INC
-$274.5K
8,377
-6%
减持
KDP
KEURIG DR PEPPER INC
-$257.2K
32,725
-6%
减持
IVV
ISHARES TR
-$256.4K
37,244
-3%
减持
PALL
ABRDN PALLADIUM ETF TRUST
-$255.2K
21,511
-4%
减持
TGT
TARGET CORP
-$249.1K
8,158
-6%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$243.9K
23,241
-6%
减持
UNP
UNION PAC CORP
-$239.7K
6,634
-7%
减持
PPLT
ABRDN PLATINUM ETF TRUST
-$237.8K
22,478
-4%
增持
SCHP
SCHWAB STRATEGIC TR
-$234.7K
180,932
+98%
减持
IEF
ISHARES TR
-$227.3K
33,307
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$219.4K
11,456
-6%
减持
QSR
RESTAURANT BRANDS INTL INC
-$216.1K
17,099
-7%
增持
SCHF
SCHWAB STRATEGIC TR
-$215.9K
146,843
+106%
减持
IEI
ISHARES TR
-$214.4K
40,780
-1%
减持
SLV
ISHARES SILVER TR
-$210.4K
66,311
-4%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$206.9K
325,814
-4%
减持
VLO
VALERO ENERGY CORP
-$199.5K
13,268
-2%
减持
GSLC
GOLDMAN SACHS ETF TR
-$197.5K
149,551
-3%
增持
SPTL
SPDR SER TR
-$190.0K
167,240
+6%
减持
GOOGL
ALPHABET INC
+$188.1K
10,494
-3%
减持
AAPL
APPLE INC
+$187.9K
17,671
-3%
减持
HPQ
HP INC
-$187.7K
32,014
-7%
减持
IWM
ISHARES TR
-$183.0K
2,329
-26%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$174.9K
63,728
+6%
减持
MCD
MCDONALDS CORP
-$170.0K
5,112
-6%
减持
SHY
ISHARES TR
-$160.4K
77,444
-1%
减持
PRU
PRUDENTIAL FINL INC
-$152.3K
13,760
-7%
减持
CVX
CHEVRON CORP NEW
-$152.3K
12,747
-6%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$149.8K
224,627
-4%
减持
ECL
ECOLAB INC
-$145.8K
3,682
-7%
减持
LNT
ALLIANT ENERGY CORP
-$143.6K
25,373
-6%
减持
FISV
FISERV INC
+$138.3K
11,467
-7%
减持
—
ACCENTURE PLC IRELAND
-$134.5K
4,928
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$132.0K
7,948
-6%
建仓
IEMG
ISHARES INC
+$131.4K
2,516
增持
PSX
PHILLIPS 66
-$129.7K
8,475
+2%
减持
MSFT
MICROSOFT CORP
-$125.7K
4,854
-4%
减持
COP
CONOCOPHILLIPS
-$116.2K
8,317
-7%
增持
CMCSA
COMCAST CORP NEW
-$112.9K
27,277
+0%
减持
EBAY
EBAY INC.
-$112.7K
14,162
-7%
减持
CSCO
CISCO SYS INC
+$111.5K
52,694
-7%
减持
COF
CAPITAL ONE FINL CORP
+$107.4K
6,071
-7%
减持
PG
PROCTER AND GAMBLE CO
-$106.4K
9,273
-3%
增持
MOH
MOLINA HEALTHCARE INC
-$105.0K
2,793
+5%
减持
EMTL
SSGA ACTIVE TR
-$101.9K
56,014
-1%
增持
SPHY
SPDR SER TR
+$95.4K
134,728
+6%
增持
FLOT
ISHARES TR
+$92.2K
37,372
+5%
增持
TMUS
T-MOBILE US INC
+$90.8K
4,828
+2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$90.1K
6,304
+3%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$86.3K
29,847
+1%
增持
—
LYONDELLBASELL INDUSTRIES N
+$86.0K
20,791
+37%
清仓
EPI
WISDOMTREE TR
-$80.4K
0
-100%
减持
TFC
TRUIST FINL CORP
-$77.6K
34,739
-6%
减持
IVW
ISHARES TR
-$76.9K
62,684
-7%
减持
KRE
SPDR SER TR
-$75.7K
35,984
-9%
增持
AIQ
GLOBAL X FDS
+$75.0K
31,341
+3%
增持
LLY
ELI LILLY & CO
-$72.1K
905
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$70.4K
61,877
+6%
增持
CRM
SALESFORCE INC
+$66.4K
987
+2%
减持
DIS
DISNEY WALT CO
+$65.9K
8,176
-7%
减持
GBIL
GOLDMAN SACHS ETF TR
-$65.3K
45,700
-1%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$61.7K
123,941
-7%
减持
BAC
BANK AMERICA CORP
+$59.9K
44,333
-7%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$59.5K
52,752
+2%
减持
QQQ
INVESCO QQQ TR
-$51.7K
4,047
-7%
增持
EOG
EOG RES INC
+$46.9K
13,425
+3%
减持
OKE
ONEOK INC NEW
+$44.3K
19,058
-7%
增持
IWF
ISHARES TR
+$42.6K
1,065
+4%
建仓
IEFA
ISHARES TR
+$42.5K
605
减持
COST
COSTCO WHSL CORP NEW
-$37.3K
265
-16%
减持
VBK
VANGUARD INDEX FDS
+$35.4K
30,048
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$35.0K
1,675
-5%
减持
GLW
CORNING INC
-$31.3K
39,858
-7%
减持
MSI
MOTOROLA SOLUTIONS INC
-$29.2K
1,539
-7%
减持
HON
HONEYWELL INTL INC
+$24.6K
5,829
-7%
减持
GILD
GILEAD SCIENCES INC
+$24.1K
10,462
-7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$22.7K
25,107
-7%
增持
DE
DEERE & CO
+$21.4K
941
+4%
增持
IWD
ISHARES TR
-$20.0K
14,862
+2%
减持
DWX
SPDR INDEX SHS FDS
-$17.3K
4,094
-2%
增持
PAVE
GLOBAL X FDS
-$17.0K
54,420
+1%
减持
MINT
PIMCO ETF TR
-$8.8K
132
-40%
增持
CFR
CULLEN FROST BANKERS INC
+$7.8K
336
+1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$4.3K
185,597
+2%
减持
VNQ
VANGUARD INDEX FDS
-$3.8K
122
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.8K
659
+2%
减持
VOT
VANGUARD INDEX FDS
+$2.1K
47,193
-4%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$1.6K
156
-40%
增持
FNDX
SCHWAB STRATEGIC TR
-$3
15
+200%