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Archford Capital Strategies, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Archford Capital Strategies, LLC
报告期 2026-03-31 · CIK 0001606609
持仓数
341
前50大市值合计
$550.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 97
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH ETF
+$4.2M
95,390
+1%
减持
MSFT
MICROSOFT CORP COM
+$2.9M
49,271
-0%
增持
AAPL
APPLE INC COM
+$1.7M
54,883
+1%
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
PG
PROCTER AND GAMBLE CO COM
+$1.7M
23,582
+83%
增持
NVDA
NVIDIA CORPORATION COM
+$1.6M
7,877
+9%
增持
AMZN
AMAZON COM INC COM
+$1.3M
37,814
+8%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$1.2M
107,150
+1%
增持
AVGO
BROADCOM INC COM
+$1.2M
3,697
+7%
增持
VTV
VANGUARD VALUE ETF
+$1.1M
104,943
+2%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
+$992.6K
145,399
+2%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$972.6K
286,428
+2%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
+$858.9K
318,647
+2%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$773.4K
47,362
-1%
清仓
ABBNY
ABB LTD
-$757.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO COM
+$750.7K
21,130
+4%
减持
PAYC
PAYCOM SOFTWARE INC COM
+$742.1K
11,468
-0%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$736.1K
46,729
-13%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$733.7K
151,280
+4%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$726.2K
48,817
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$698.4K
13,155
+5%
增持
GOOG
ALPHABET INC CAP STK CL C
+$622.3K
27,145
+6%
减持
—
PAYCOR HCM INC COM
-$581.6K
28,884
-46%
增持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$555.6K
140,574
+2%
建仓
—
ELASTIC N V ORD SHS
+$543.7K
8,571
增持
HD
HOME DEPOT INC COM
+$534.6K
8,703
+9%
增持
COST
COSTCO WHSL CORP NEW COM
+$531.7K
4,111
+14%
清仓
PENN
PENN ENTERTAINMENT INC
-$518.6K
0
-100%
增持
COR
AMERISOURCEBERGEN CORP COM
+$497.0K
16,283
+4%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$488.3K
83,266
-15%
增持
LLY
LILLY ELI & CO COM
+$487.4K
4,528
+3%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$484.9K
15,612
-28%
增持
SCHW
SCHWAB CHARLES CORP COM
+$477.4K
23,916
+5%
增持
AMAT
APPLIED MATLS INC COM
+$471.8K
12,879
+15%
增持
UNP
UNION PAC CORP COM
+$465.2K
10,022
+14%
增持
MA
MASTERCARD INCORPORATED CL A
+$459.6K
7,775
+5%
增持
KMX
CARMAX INC COM
+$458.3K
21,214
+0%
减持
UBER
UBER TECHNOLOGIES INC COM
+$450.3K
29,456
-3%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$439.5K
33,381
-4%
减持
TSLA
TESLA INC COM
-$436.5K
849
-76%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$436.2K
22,086
-2%
减持
PCTY
PAYLOCITY HLDG CORP COM
+$428.7K
19,151
-5%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$421.9K
3,228
-3%
增持
—
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
+$419.1K
109,407
+17%
增持
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
+$417.5K
108,030
+19%
增持
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
+$400.0K
161,973
+6%
增持
GEM
GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
+$397.1K
185,447
+4%
增持
PCAR
PACCAR INC COM
+$350.6K
15,192
+4%
增持
TXN
TEXAS INSTRS INC COM
+$342.7K
13,577
+12%
增持
APD
AIR PRODS & CHEMS INC COM
+$338.5K
5,350
+19%
增持
HON
HONEYWELL INTL INC COM
+$324.6K
6,091
+21%
增持
—
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
+$322.1K
25,811
+92%
增持
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
+$311.9K
87,495
+18%
增持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
+$311.9K
53,586
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$306.3K
37,095
-1%
建仓
DDOG
DATADOG INC CL A COM
+$303.1K
2,719
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$289.4K
16,346
-17%
减持
ARKK
ARK INNOVATION ETF
+$288.2K
32,898
-2%
减持
TGT
TARGET CORP COM
-$287.7K
9,081
-1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$287.6K
4,713
+87%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$285.3K
17,424
+19%
清仓
QQQ
INVESCO QQQ TR
-$283.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$277.1K
13,057
+11%
增持
—
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF
+$276.0K
24,763
+77%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$276.0K
8,873
+22%
增持
—
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF
+$274.1K
24,512
+77%
增持
LOW
LOWES COS INC COM
+$271.3K
5,709
+7%
增持
IBMO
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
+$271.1K
24,638
+79%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$270.0K
24,816
+79%
减持
IQV
IQVIA HLDGS INC COM
+$269.4K
10,353
-2%
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$269.2K
24,943
+78%
增持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
+$262.9K
96,836
+2%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$255.6K
59,715
+3%
增持
CSCO
CISCO SYS INC COM
+$255.1K
22,642
+24%
增持
INTU
INTUIT COM
+$252.5K
3,702
+4%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$246.8K
95,088
-2%
增持
QCOM
QUALCOMM INC COM
+$245.0K
5,062
+63%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$242.9K
11,218
+97%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$242.5K
10,468
+38%
建仓
GTLS
CHART INDS INC COM
+$242.0K
1,479
增持
NEE
NEXTERA ENERGY INC COM
+$239.2K
31,209
+15%
增持
SO
SOUTHERN CO COM
+$239.2K
13,384
+30%
建仓
GLD
SPDR GOLD SHARES
+$233.8K
1,289
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$231.0K
10,315
+28%
清仓
SBUX
STARBUCKS CORP
-$227.4K
0
-100%
增持
D
DOMINION ENERGY INC COM
+$222.6K
17,291
+40%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$221.7K
68,454
+17%
增持
IBDX
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF
+$217.5K
37,741
+34%
减持
ZTS
ZOETIS INC CL A
-$215.2K
2,716
-37%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$213.5K
1,541
增持
IBDW
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
+$211.8K
58,893
+25%
减持
ABBV
ABBVIE INC COM
-$209.7K
11,663
-0%
建仓
META
META PLATFORMS INC CL A
+$208.5K
715
减持
NFLX
NETFLIX INC COM
+$208.4K
2,654
-2%
清仓
CCI
CROWN CASTLE INC
-$208.1K
0
-100%
减持
V
VISA INC COM CL A
+$207.3K
27,530
-2%
增持
MRK
MERCK & CO INC COM
+$205.1K
9,277
+29%
增持
GSIE
GOLDMAN SACHS ACTIVE BETA INTERNATIONAL EQUITY ETF
+$201.7K
90,827
+4%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$201.3K
6,845
+19%
清仓
JNK
SPDR SER TR
-$200.2K
0
-100%
增持
NEM
NEWMONT CORP COM
+$200.0K
10,347
+118%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$199.5K
2,982
+15%
增持
CRM
SALESFORCE INC COM
+$194.1K
5,937
+1%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$191.7K
1,583
-44%
增持
SPY
SPDR S&P 500 ETF TRUST
+$189.1K
3,744
+1%
减持
PLD
PROLOGIS INC. COM
-$188.8K
2,316
-41%
减持
ZS
ZSCALER INC COM
+$185.7K
4,067
-1%
增持
T
AT&T INC COM
-$184.5K
39,184
+1%
增持
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
+$184.1K
65,299
+16%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$183.3K
16,649
+6%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
+$178.8K
15,566
+10%
增持
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$176.0K
65,423
+15%
增持
IBDU
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
+$173.0K
68,844
+15%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$171.0K
6,636
+5%
增持
IBDV
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
+$170.6K
67,443
+17%
增持
CVX
CHEVRON CORP NEW COM
+$168.4K
8,834
+19%
减持
PFE
PFIZER INC COM
-$167.3K
34,204
-2%
减持
BKNG
BOOKING HOLDINGS INC COM
+$163.7K
974
-4%
减持
DHR
DANAHER CORPORATION COM
-$157.1K
2,211
-25%
减持
CMCSA
COMCAST CORP NEW CL A
+$157.1K
30,095
-0%
增持
—
BLACKROCK INC COM
+$156.8K
1,478
+1%
增持
FAST
FASTENAL CO COM
+$153.5K
20,760
+1%
增持
TER
TERADYNE INC COM
+$148.8K
9,782
+1%
建仓
S
SENTINELONE INC CL A
+$148.1K
10,146
增持
SNOW
SNOWFLAKE INC CL A
+$145.7K
5,109
+0%
增持
GPN
GLOBAL PMTS INC COM
+$145.3K
8,288
+9%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$141.2K
96,132
+4%
减持
PACB
PACIFIC BIOSCIENCES CALIF INC COM
+$138.2K
73,846
-1%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$136.5K
6,356
+0%
减持
FISV
FISERV INC COM
+$135.8K
8,120
-1%
减持
VLO
VALERO ENERGY CORP COM
-$135.7K
10,445
-3%
清仓
—
VECTOR GROUP LTD
-$133.2K
0
-100%
减持
SNA
SNAP ON INC COM
+$133.0K
4,904
-7%
增持
DIS
DISNEY WALT CO COM
-$132.8K
10,873
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$131.0K
12,872
+2%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$129.7K
9,786
+29%
减持
—
UNILEVER PLC SPON ADR NEW
-$129.7K
35,119
-3%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$127.1K
41,177
+3%
增持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
+$126.9K
15,290
+5%
增持
—
BIONANO GENOMICS INC COM
-$126.8K
464,775
+20%
增持
BDX
BECTON DICKINSON & CO COM
+$125.0K
3,981
+1%
增持
TROW
PRICE T ROWE GROUP INC COM
+$121.8K
7,475
+5%
增持
EBAY
EBAY INC. COM
+$113.0K
21,985
+0%
增持
DE
DEERE & CO COM
+$111.6K
1,166
+8%
减持
NVS
NOVARTIS AG SPONSORED ADR
+$110.1K
14,494
-1%
减持
IVV
ISHARES CORE S&P 500 ETF
+$108.8K
2,378
-0%
减持
CLOU
GLOBAL X CLOUD COMPUTING ETF
+$105.3K
43,923
-3%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$104.7K
14,714
+7%
减持
ORCL
ORACLE CORP COM
+$101.8K
5,777
-6%
增持
—
EXXON MOBIL CORP COM
-$97.3K
28,258
+7%
增持
HAS
HASBRO INC COM
+$95.7K
5,769
+7%
