小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 72
减持 37
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$4.7M
95,546
+79%
增持
VUG
VANGUARD GROWTH ETF
+$4.0M
101,178
+3%
增持
AAPL
APPLE INC COM
+$4.0M
70,172
+12%
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
NVDA
NVIDIA CORPORATION COM
+$2.4M
63,934
+944%
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.7M
5,558
增持
MSFT
MICROSOFT CORP COM
+$1.6M
46,526
+2%
减持
PM
PHILIP MORRIS INTL INC COM
-$1.6M
2,510
-87%
减持
ABBV
ABBVIE INC COM
-$1.5M
5,753
-57%
建仓
AME
AMETEK INC COM
+$1.4M
8,342
增持
V
VISA INC COM CL A
+$1.4M
33,663
+26%
清仓
NVS
NOVARTIS AG SPONSORED ADR
-$1.4M
0
-100%
减持
UNP
UNION PAC CORP COM
-$1.3M
8,020
-38%
建仓
WINN
HARBOR LONG-TERM GROWERS ETF
+$1.3M
52,245
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.2M
32,844
+5%
建仓
CBOE
CBOE GLOBAL MKTS INC COM
+$1.2M
7,082
减持
—
BLACKROCK INC COM
-$1.2M
481
-74%
减持
TROW
PRICE T ROWE GROUP INC COM
-$1.2M
3,032
-76%
减持
UBER
UBER TECHNOLOGIES INC COM
-$1.1M
8,232
-64%
清仓
ADSK
AUTODESK INC COM
-$1.1M
0
-100%
减持
PAYC
PAYCOM SOFTWARE INC COM
-$1.1M
6,810
-34%
建仓
CME
CME GROUP INC COM
+$1.1M
5,487
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$1.1M
13,512
+146%
减持
PG
PROCTER AND GAMBLE CO COM
-$1.0M
16,391
-29%
清仓
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
-$1.0M
0
-100%
减持
ADI
ANALOG DEVICES INC COM
-$1.0M
1,640
-77%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$983.2K
427,867
+4%
建仓
CLSE
CONVERGENCE LONG/SHORT EQUITY ETF
+$979.0K
45,664
减持
AVGO
BROADCOM INC COM
+$967.9K
3,654
-1%
增持
AMZN
AMAZON COM INC COM
+$933.3K
42,899
+5%
增持
COST
COSTCO WHSL CORP NEW COM
+$925.8K
5,411
+8%
清仓
SNY
SANOFI SPONSORED ADR
-$922.4K
0
-100%
减持
PEP
PEPSICO INC COM
-$915.2K
7,009
-41%
增持
MCD
MCDONALDS CORP COM
+$875.5K
8,380
+88%
建仓
SMOT
VANECK MORNINGSTAR SMID MOAT ETF
+$868.4K
27,173
增持
VLO
VALERO ENERGY CORP COM
+$844.8K
15,347
+68%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$727.8K
23,486
-42%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$715.5K
1,980
+277%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$697.5K
17,844
+1%
减持
PCTY
PAYLOCITY HLDG CORP COM
-$686.4K
17,040
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$670.0K
9,536
-27%
减持
—
EXXON MOBIL CORP COM
-$653.2K
26,970
-17%
清仓
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$636.1K
0
-100%
清仓
NTRS
NORTHERN TR CORP COM
-$627.7K
0
-100%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$603.9K
56,366
+3%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$567.9K
82,224
+4%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$535.2K
8,726
+10%
清仓
BHP
BHP GROUP LTD SPONSORED ADS
-$532.5K
0
-100%
清仓
XSD
SPDR S&P SEMICONDUCTOR ETF
-$503.5K
0
-100%
增持
GEM
GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
+$501.9K
218,457
+3%
增持
—
ARISTA NETWORKS INC COM
+$485.9K
7,524
+1%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$483.5K
67,778
-7%
清仓
SNSR
GLOBAL X INTERNET OF THINGS ETF
-$482.8K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP COM
-$481.9K
0
-100%
增持
AMAT
APPLIED MATLS INC COM
+$477.1K
15,630
+0%
建仓
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$449.3K
6,577
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$449.2K
170,323
+3%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$422.2K
181,617
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$411.3K
11,156
-5%
增持
GPN
GLOBAL PMTS INC COM
-$410.0K
11,588
+1%
减持
PCAR
PACCAR INC COM
-$367.4K
17,329
-0%
增持
IQV
IQVIA HLDGS INC COM
-$364.6K
11,103
+4%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$360.3K
184,054
+4%
建仓
PBE
INVESCO BIOTECHNOLOGY & GENOME ETF
+$357.0K
5,508
增持
ACWI
ISHARES MSCI ACWI ETF
+$356.0K
7,169
+76%
清仓
WDAY
WORKDAY INC CL A
-$355.5K
0
-100%
减持
FAST
FASTENAL CO COM
-$354.6K
24,439
-0%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
+$351.4K
30,259
+26%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$348.5K
168,057
+4%
减持
LLY
ELI LILLY & CO COM
+$345.0K
4,051
-5%
清仓
ARKG
ARK GENOMIC REVOLUTION ETF
-$338.3K
0
-100%
清仓
CNRG
SPDR S&P KENSHO CLEAN POWER ETF
-$335.5K
0
-100%
增持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$327.1K
16,118
+138%
减持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
-$322.2K
113,716
-3%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$314.1K
107,922
+4%
减持
WMT
WALMART INC COM
+$311.5K
42,911
-0%
增持
SAGP
STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
+$309.1K
20,347
+130%
减持
TXN
TEXAS INSTRS INC COM
+$306.9K
15,873
-1%
清仓
TQQQ
PROSHARES ULTRAPRO QQQ
-$295.9K
0
-100%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$295.0K
109,622
+1%
增持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
+$274.8K
119,882
+3%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$274.4K
104,689
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$271.9K
9,356
-5%
建仓
BAC
BANK AMERICA CORP COM
+$270.8K
6,808
增持
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
+$266.9K
173,611
+3%
减持
NEE
NEXTERA ENERGY INC COM
+$265.9K
42,197
-1%
建仓
NOW
SERVICENOW INC COM
+$261.2K
332
建仓
HERO
GLOBAL X VIDEO GAMES & ESPORTS ETF
+$260.5K
12,169
清仓
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
-$252.5K
0
-100%
减持
LOW
LOWES COS INC COM
-$249.5K
6,514
-2%
增持
MGC
VANGUARD MEGA CAP ETF
+$248.3K
15,039
+3%
增持
MA
MASTERCARD INCORPORATED CL A
-$242.3K
6,603
+1%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$233.3K
322,691
+3%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$232.6K
7,946
+21%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$229.2K
132,736
+4%
增持
HD
HOME DEPOT INC COM
-$227.4K
10,565
+5%
清仓
BDX
BECTON DICKINSON & CO COM
-$226.4K
0
-100%
增持
COR
CENCORA INC COM
-$224.1K
15,679
+1%
减持
QCOM
QUALCOMM INC COM
+$222.1K
7,823
-1%
增持
ADBE
ADOBE INC COM
+$220.7K
3,133
+4%
建仓
WES
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
+$214.5K
5,400
建仓
IBMR
ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF
+$213.3K
8,580
清仓
CAH
CARDINAL HEALTH INC COM
-$212.9K
0
-100%
建仓
—
UNILEVER PLC SPON ADR NEW
+$212.7K
3,867
建仓
KMB
KIMBERLY-CLARK CORP COM
+$211.4K
1,530
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$210.7K
5,256
-2%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
-$209.7K
32,020
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$208.1K
57,796
+2%
建仓
VOX
VANGUARD COMMUNICATION SERVICES ETF
+$207.7K
1,503
增持
SNA
SNAP ON INC COM
-$207.6K
6,106
+0%
清仓
SBUX
STARBUCKS CORP COM
-$204.9K
0
-100%
清仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$203.8K
0
-100%
清仓
O
REALTY INCOME CORP COM
-$203.3K
0
-100%
清仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$202.3K
0
-100%
建仓
MO
ALTRIA GROUP INC COM
+$202.3K
4,441
建仓
SFLR
INNOVATOR EQUITY MANAGED FLOOR ETF
+$201.4K
6,520
建仓
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$200.9K
3,430
增持
VEEV
VEEVA SYS INC CL A COM
-$196.6K
4,777
+3%
增持
AMGN
AMGEN INC COM
+$195.8K
6,292
+1%
减持
PACB
PACIFIC BIOSCIENCES CALIF INC COM
-$193.2K
52,695
-26%
增持
ORCL
ORACLE CORP COM
+$186.4K
6,027
+14%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$185.5K
101,975
+3%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$183.0K
85,414
+3%
增持
—
PAYCOR HCM INC COM
+$182.5K
30,604
+189%
增持
NFLX
NETFLIX INC COM
+$180.3K
2,481
+1%
增持
PATH
UIPATH INC
-$175.2K
27,387
+19%
增持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
-$170.7K
184,660
+3%
减持
FINX
GLOBAL X FINTECH ETF
-$164.6K
17,129
-20%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$159.3K
11,814
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$156.2K
2,685
-20%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$155.4K
38,138
+8%
增持
BOTZ
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
+$153.1K
23,595
+31%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$146.7K
32,125
+2%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$146.0K
369,407
+3%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$140.1K
14,544
-6%
增持
APD
AIR PRODS & CHEMS INC COM
+$139.4K
6,916
+2%
增持
CRM
SALESFORCE INC COM
-$132.7K
7,814
+10%
增持
LMT
LOCKHEED MARTIN CORP COM
+$128.9K
6,497
+2%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$128.7K
87,833
-1%
减持
MRK
MERCK & CO INC COM
-$123.2K
12,171
-1%
增持
—
GLOBAL X GENOMICS & BIOTECHNOLOGY ETF
+$121.3K
36,871
+59%
减持
TGT
TARGET CORP COM
-$119.6K
4,018
-0%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
+$118.6K
30,389
+4%
增持
ELV
ELEVANCE HEALTH INC COM
+$117.1K
3,355
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$110.8K
3,968
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$110.7K
1,190
+49%
增持
IBDY
ISHARES IBONDS DEC 2033 TERM CORPORATE ETF
+$108.9K
74,863
+7%
增持
GD
GENERAL DYNAMICS CORP COM
+$108.3K
7,099
+3%
增持
SPY
SPDR S&P 500 ETF TRUST
+$107.4K
3,812
+1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$107.2K
8,988
+20%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$104.7K
129,691
+5%
