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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 52
减持 79
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
-$5.6M
83,491
-45%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$5.4M
29,236
-70%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$4.8M
383,533
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。
+27%
建仓
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$4.6M
106,264
增持
GLD
SPDR GOLD MINISHARES TRUST
+$3.8M
109,499
+8395%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$3.6M
12,776
-79%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$3.4M
47,252
建仓
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$3.4M
126,266
建仓
BBUS
JP MORGAN BETABUILDERS U.S. EQUITY ETF
+$2.3M
29,923
清仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$2.3M
0
-100%
减持
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
-$2.2M
4,856
-89%
减持
VUG
VANGUARD GROWTH ETF
-$1.7M
94,717
-1%
减持
VTV
VANGUARD VALUE ETF
-$1.4M
101,866
-3%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$1.3M
286,771
+0%
清仓
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-$1.3M
0
-100%
清仓
XMVM
INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF
-$1.2M
0
-100%
增持
MSFT
MICROSOFT CORP COM
-$1.2M
50,005
+1%
减持
PAYC
PAYCOM SOFTWARE INC COM
-$1.1M
11,462
-0%
增持
AAPL
APPLE INC COM
-$965.9K
56,146
+2%
减持
PCTY
PAYLOCITY HLDG CORP COM
-$910.0K
18,151
-5%
减持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
-$837.6K
142,611
-2%
减持
ARKK
ARK INNOVATION ETF
-$821.8K
18,602
-43%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$803.9K
105,903
-1%
清仓
XSVM
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF
-$768.4K
0
-100%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$698.1K
40,347
-14%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$670.1K
47,050
-1%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
-$573.8K
316,628
-1%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$570.8K
8,137
-48%
增持
—
EXXON MOBIL CORP COM
+$516.1K
29,749
+5%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$510.0K
49,037
+0%
增持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
-$499.3K
142,684
+2%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$480.8K
22,008
-0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$470.6K
200,830
+1%
增持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
+$455.9K
41,651
+214%
清仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$430.6K
0
-100%
清仓
CBSH
COMMERCE BANCSHARES INC COM
-$416.4K
0
-100%
减持
TGT
TARGET CORP COM
-$383.3K
7,655
-16%
增持
LLY
ELI LILLY & CO COM
+$371.7K
4,564
+1%
清仓
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
-$367.4K
0
-100%
增持
GEM
GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
-$360.8K
186,284
+0%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$354.9K
3,220
-52%
增持
NEE
NEXTERA ENERGY INC COM
-$351.3K
34,996
+12%
增持
GOOG
ALPHABET INC CAP STK CL C
+$341.7K
27,684
+2%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$340.6K
33,604
+1%
减持
IQV
IQVIA HLDGS INC COM
-$337.4K
10,291
-1%
减持
PACB
PACIFIC BIOSCIENCES CALIF INC COM
-$336.6K
73,684
-0%
清仓
SQ
BLOCK INC CL A
-$335.4K
0
-100%
减持
PEP
PEPSICO INC COM
-$321.7K
11,427
-3%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$316.4K
82,733
-1%
建仓
—
BIONANO GENOMICS INC COM NEW
+$306.1K
101,027
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$302.0K
119,595
-0%
减持
V
VISA INC COM CL A
-$299.6K
27,512
-0%
增持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$295.0K
55,345
+3%
减持
KMX
CARMAX INC COM
-$290.9K
21,018
-1%
增持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$278.3K
97,101
+0%
增持
SCHW
SCHWAB CHARLES CORP COM
-$277.4K
23,943
+0%
减持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
-$274.8K
14,557
-42%
减持
—
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
-$272.6K
15,644
-39%
清仓
—
BIONANO GENOMICS INC COM
-$271.0K
0
-100%
减持
—
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF
-$270.9K
14,052
-43%
减持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
-$270.0K
14,454
-42%
减持
—
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF
-$268.8K
14,189
-43%
减持
IBMO
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
-$266.3K
14,326
-42%
建仓
OKE
ONEOK INC NEW COM
+$256.1K
4,038
减持
MCD
MCDONALDS CORP COM
-$250.3K
4,659
-7%
增持
COST
COSTCO WHSL CORP NEW COM
+$234.7K
4,519
+10%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$230.3K
0
-100%
减持
—
BLACKROCK INC COM
-$229.9K
1,374
-7%
清仓
ETR
ENTERGY CORP NEW COM
-$224.6K
0
-100%
减持
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
-$223.6K
160,399
-1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$220.1K
7,211
+53%
清仓
AEP
AMERICAN ELEC PWR CO INC COM
-$218.4K
0
-100%
增持
CSCO
CISCO SYS INC COM
+$215.3K
26,374
+16%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$208.3K
18,252
+63%
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$206.0K
575
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$204.1K
10,280
+16%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$201.7K
12,232
-5%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$199.1K
8,519
-17%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$194.3K
128,128
+5%
增持
CVX
CHEVRON CORP NEW COM
+$193.3K
9,625
+9%
增持
QCOM
QUALCOMM INC COM
+$188.5K
7,354
+45%
减持
RTX
RTX CORPORATION COM
-$188.5K
6,849
-2%
减持
WFC
WELLS FARGO CO NEW COM
-$183.8K
23,480
-5%
减持
TER
TERADYNE INC COM
-$183.6K
9,384
-4%
增持
MRK
MERCK & CO INC COM
+$175.8K
11,511
+24%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$174.4K
76,440
+12%
增持
AMAT
APPLIED MATLS INC COM
+$174.2K
14,128
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$172.8K
13,623
+4%
减持
O
REALTY INCOME CORP COM
-$171.7K
9,448
-7%
增持
LMT
LOCKHEED MARTIN CORP COM
-$170.3K
6,007
+4%
增持
PG
PROCTER AND GAMBLE CO COM
-$168.9K
23,646
+0%
减持
PFE
PFIZER INC COM
-$168.8K
33,591
-2%
减持
CRM
SALESFORCE INC COM
-$168.3K
5,777
-3%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
-$168.3K
15,098
-3%
增持
NVDA
NVIDIA CORPORATION COM
+$166.8K
8,462
+7%
减持
FAST
FASTENAL CO COM
-$166.4K
19,150
-8%
减持
DHR
DANAHER CORPORATION COM
-$165.0K
1,634
-26%
减持
ELV
ELEVANCE HEALTH INC COM
-$158.1K
3,435
-2%
减持
PM
PHILIP MORRIS INTL INC COM
-$157.3K
18,544
-3%
减持
FISV
FISERV INC COM
-$156.9K
7,938
-2%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$156.2K
13,009
+24%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$154.2K
43,319
+18%
增持
NEM
NEWMONT CORP COM
+$152.3K
16,228
+57%
减持
TROW
PRICE T ROWE GROUP INC COM
-$151.9K
7,154
-4%
增持
TXN
TEXAS INSTRS INC COM
-$151.0K
14,752
+9%
减持
NFLX
NETFLIX INC COM
-$146.4K
2,623
-1%
减持
GIS
GENERAL MLS INC COM
-$143.6K
8,824
-4%
减持
ADI
ANALOG DEVICES INC COM
-$141.4K
5,200
-5%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$139.7K
16,101
-3%
减持
VLO
VALERO ENERGY CORP COM
+$136.1K
10,226
-2%
减持
BDX
BECTON DICKINSON & CO COM
-$135.8K
3,786
-5%
增持
JPM
JPMORGAN CHASE & CO COM
-$133.6K
22,100
+5%
增持
—
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
+$132.7K
114,294
+4%
减持
EBAY
EBAY INC. COM
-$130.0K
21,455
-2%
增持
CNRG
SPDR S&P KENSHO CLEAN POWER ETF
-$129.9K
6,840
+0%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$127.6K
25,822
-2%
减持
ORCL
ORACLE CORP COM
-$126.8K
5,243
-9%
减持
BKNG
BOOKING HOLDINGS INC COM
+$126.7K
955
-2%
减持
KMB
KIMBERLY-CLARK CORP COM
-$124.9K
5,398
-5%
增持
WMT
WALMART INC COM
+$124.1K
18,746
+4%
增持
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
+$122.4K
92,698
+6%
减持
AEE
AMEREN CORP COM
-$121.0K
9,637
-0%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$119.5K
8,194
-16%
减持
ABT
ABBOTT LABS COM
-$119.5K
5,592
-3%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$118.8K
23,332
+17%
减持
KO
COCA COLA CO COM
-$118.5K
14,325
-3%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$118.5K
3,227
-0%
减持
ECL
ECOLAB INC COM
-$116.4K
4,041
-4%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$112.7K
116,989
+2%
增持
SNOW
SNOWFLAKE INC CL A
-$111.2K
5,118
+0%
增持
SO
SOUTHERN CO COM
+$108.6K
16,764
+25%
减持
CMI
CUMMINS INC COM
-$107.5K
1,372
-16%
减持
FINX
GLOBAL X FINTECH ETF
-$104.8K
25,230
-1%
减持
—
UNILEVER PLC SPON ADR NEW
-$104.3K
34,494
-2%
减持
AMGN
AMGEN INC COM
+$103.8K
5,286
-6%
减持
CLX
CLOROX CO DEL COM
-$102.5K
3,600
-3%
减持
GPC
GENUINE PARTS CO COM
-$101.8K
5,100
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$101.7K
12,698
-2%
增持
INTU
INTUIT COM
+$101.5K
3,738
+1%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$101.4K
17,230
-1%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$93.5K
96,851
+2%
增持
GSIE
GOLDMAN SACHS ACTIVE BETA INTERNATIONAL EQUITY ETF
-$92.4K
93,768
+3%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$92.3K
16,512
+1%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
-$92.3K
30,630
+1%
增持
—
ORIGIN MATERIALS INC COM
-$90.1K
30,620
+2%
减持
DRIV
GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
-$88.1K
25,932
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$87.0K
7,718
-1%
减持
DIS
DISNEY WALT CO COM
-$86.3K
10,553
-3%
减持
WM
WASTE MGMT INC DEL COM
-$86.0K
2,305
-9%
减持
—
FABRINET SHS
+$85.7K
2,078
-1%
