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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 8
增持 83
减持 47
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH ETF
+$3.2M
104,747
+4%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$2.1M
446,410
+4%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$1.7M
133,296
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。
+3%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.7M
327,204
+1%
增持
VTV
VANGUARD VALUE ETF
+$1.7M
73,921
+4%
增持
NVDA
NVIDIA CORPORATION COM
+$1.5M
68,183
+7%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$1.5M
194,483
+6%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.4M
59,326
+3%
增持
AVGO
BROADCOM INC COM
+$1.1M
38,482
+953%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$1.1M
87,237
+6%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$1.1M
381,684
+3%
增持
MSFT
MICROSOFT CORP COM
-$1.1M
47,045
+1%
减持
AAPL
APPLE INC COM
+$1.0M
68,421
-2%
增持
LMT
LOCKHEED MARTIN CORP COM
+$941.4K
6,509
+0%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$923.8K
113,683
+4%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$915.9K
8,853
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$883.5K
11,787
+6%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$871.7K
317,740
+212%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$849.4K
32,495
+1%
增持
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
+$835.2K
194,675
+5%
增持
GEM
GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
+$756.5K
224,689
+3%
增持
V
VISA INC COM CL A
+$712.6K
34,018
+1%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$702.9K
87,606
+3%
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$700.7K
177,719
+4%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$668.1K
32,217
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$645.7K
37,136
-3%
增持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
+$627.8K
120,630
+1%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$612.2K
0
-100%
增持
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
+$592.2K
181,599
+5%
增持
MCD
MCDONALDS CORP COM
+$583.9K
8,777
+5%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$583.6K
235,179
+317%
增持
GSIE
GOLDMAN SACHS ACTIVE BETA INTERNATIONAL EQUITY ETF
+$557.7K
163,646
+4%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$533.2K
173,986
+4%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$527.5K
103,232
-1%
增持
—
ARISTA NETWORKS INC COM
+$521.9K
7,640
+2%
增持
LOW
LOWES COS INC COM
+$517.8K
6,960
+7%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$515.9K
190,097
+5%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$510.0K
112,719
+4%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
+$505.8K
116,965
+3%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$493.1K
23,210
+3%
增持
MA
MASTERCARD INCORPORATED CL A
+$452.8K
6,643
+1%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$449.0K
55,871
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$432.2K
8,715
-7%
减持
HD
HOME DEPOT INC COM
+$430.5K
9,791
-7%
增持
FISV
FISERV INC COM
+$425.9K
8,942
+2%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$419.2K
5,775
+4%
减持
GOOG
ALPHABET INC CAP STK CL C
-$415.7K
23,385
-0%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
+$410.9K
30,519
+1%
减持
NEE
NEXTERA ENERGY INC COM
+$405.4K
40,928
-3%
增持
—
EXXON MOBIL CORP COM
+$395.4K
28,209
+5%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$387.1K
29,225
+1%
清仓
—
BLACKROCK INC COM
-$378.3K
0
-100%
减持
APD
AIR PRODS & CHEMS INC COM
+$375.7K
6,744
-2%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$367.1K
34,041
+4%
增持
MGC
VANGUARD MEGA CAP ETF
+$366.9K
15,848
+5%
增持
FAST
FASTENAL CO COM
+$362.7K
24,755
+1%
增持
AMAT
APPLIED MATLS INC COM
-$335.8K
15,675
+0%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$333.1K
139,144
+5%
增持
BILL
BILL HOLDINGS INC COM
+$330.8K
20,515
+32%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$326.5K
23,238
+1%
增持
IQV
IQVIA HLDGS INC COM
+$324.4K
11,457
+3%
建仓
—
PROSHARES ULTRAPRO SHORT QQQ
+$314.6K
45,000
增持
—
PAYCOR HCM INC COM
+$288.9K
50,604
+65%
增持
CME
CME GROUP INC COM
+$282.6K
6,072
+11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$273.2K
17,557
-2%
增持
S
SENTINELONE INC CL A
+$270.9K
46,811
+2%
清仓
BNY
BANK NEW YORK MELLON CORP COM
-$266.0K
0
-100%
减持
CRM
SALESFORCE INC COM
+$262.9K
7,790
-0%
增持
CBOE
CBOE GLOBAL MKTS INC COM
+$260.6K
7,131
+1%
减持
JPM
JPMORGAN CHASE & CO. COM
+$257.5K
19,933
-3%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$253.9K
14,242
+5%
增持
SNA
SNAP ON INC COM
+$253.9K
6,237
+2%
清仓
VDC
VANGUARD CONSUMER STAPLES ETF
-$253.6K
0
-100%
减持
WMT
WALMART INC COM
+$246.2K
39,254
-9%
建仓
LMB
LIMBACH HLDGS INC COM
+$242.0K
2,856
建仓
IWR
ISHARES RUSSELL MIDCAP ETF
+$241.7K
2,700
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$233.5K
4,021
+1%
清仓
SPT
SPROUT SOCIAL INC COM CL A
-$231.1K
0
-100%
清仓
HYBL
SPDR BLACKSTONE HIGH INCOME ETF
-$217.9K
0
-100%
建仓
PNC
PNC FINL SVCS GROUP INC COM
+$217.4K
1,153
清仓
IBMR
ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF
-$213.3K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP COM
-$211.4K
0
-100%
清仓
INTC
INTEL CORP COM
-$211.3K
0
-100%
建仓
SBUX
STARBUCKS CORP COM
+$210.3K
2,219
建仓
RMD
RESMED INC COM
+$209.9K
872
减持
NEM
NEWMONT CORP COM
+$208.2K
16,257
-0%
清仓
VOX
VANGUARD COMMUNICATION SERVICES ETF
-$207.7K
0
-100%
建仓
OKE
ONEOK INC NEW COM
+$207.4K
2,127
清仓
AEP
AMERICAN ELEC PWR CO INC COM
-$205.8K
0
-100%
清仓
MO
ALTRIA GROUP INC COM
-$202.3K
0
-100%
建仓
BX
BLACKSTONE INC COM
+$201.8K
1,298
减持
RTX
RTX CORPORATION COM
+$199.1K
12,003
-7%
增持
VLO
VALERO ENERGY CORP COM
-$187.9K
15,711
+2%
增持
GD
GENERAL DYNAMICS CORP COM
+$181.9K
7,426
+5%
减持
COST
COSTCO WHSL CORP NEW COM
+$180.5K
5,372
-1%
增持
VEEV
VEEVA SYS INC CL A COM
+$179.1K
5,006
+5%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$178.9K
83,942
-4%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$174.3K
97,264
+2%
增持
AME
AMETEK INC COM
+$167.5K
9,082
+9%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$162.0K
8,461
+4%
增持
VPU
VANGUARD UTILITIES ETF
+$160.8K
5,900
+2%
增持
QCOM
QUALCOMM INC COM
-$159.1K
7,858
+0%
增持
INTU
INTUIT COM
-$155.2K
4,055
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$153.1K
3,813
+0%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$150.6K
22,192
-2%
减持
ORCL
ORACLE CORP COM
+$146.4K
5,663
-6%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$140.1K
7,091
-7%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$139.9K
69,446
+2%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$135.2K
5,201
-15%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$134.0K
4,765
-9%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$131.2K
11,806
-0%
减持
TXN
TEXAS INSTRS INC COM
+$130.6K
15,424
-3%
增持
GPN
GLOBAL PMTS INC COM
+$129.4K
12,179
+5%
增持
LLY
ELI LILLY & CO COM
+$128.4K
4,084
+1%
增持
UBER
UBER TECHNOLOGIES INC COM
+$128.1K
8,552
+4%
减持
—
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF
-$126.6K
15,308
-24%
增持
MRK
MERCK & CO INC COM
-$125.6K
12,592
+3%
减持
—
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
-$124.8K
16,234
-23%
减持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
-$124.0K
12,044
-30%
减持
IBMO
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
-$123.8K
15,815
-24%
减持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
-$123.1K
12,474
-29%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$122.5K
47,959
-0%
增持
META
META PLATFORMS INC CL A
+$118.0K
1,087
+5%
增持
SOFI
SOFI TECHNOLOGIES INC COM
+$116.0K
33,699
+0%
增持
NFLX
NETFLIX INC COM
+$113.1K
2,507
+1%
增持
ECL
ECOLAB INC COM
+$109.1K
5,192
+1%
增持
TSLA
TESLA INC COM
+$108.5K
1,769
+25%
减持
FTNT
FORTINET INC COM
+$108.1K
5,106
-2%
增持
ADBE
ADOBE INC COM
-$106.6K
3,206
+2%
减持
UNP
UNION PAC CORP COM
+$105.9K
7,830
-2%
减持
ABBV
ABBVIE INC COM
+$105.1K
5,581
-3%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$104.9K
670
-1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$102.3K
2,549
+0%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$97.2K
9,410
+5%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$97.0K
5,407
-19%
减持
AMGN
AMGEN INC COM
-$95.2K
5,763
-8%
增持
PCAR
PACCAR INC COM
+$92.3K
17,336
+0%
减持
SNOW
SNOWFLAKE INC CL A
-$90.3K
2,951
-12%
减持
SO
SOUTHERN CO COM
+$84.1K
13,763
-7%
减持
JNJ
JOHNSON & JOHNSON COM
+$82.5K
9,136
-4%
减持
MP
MP MATERIALS CORP COM CL A
+$81.7K
16,266
-0%
增持
AMZN
AMAZON COM INC COM
-$80.3K
43,777
+2%
减持
PAYC
PAYCOM SOFTWARE INC COM
-$79.6K
5,432
-20%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$77.8K
6,654
-26%
减持
CMCSA
COMCAST CORP NEW CL A
+$76.2K
31,322
-1%
减持
PEP
PEPSICO INC COM
+$72.6K
6,977
-0%
减持
D
DOMINION ENERGY INC COM
+$71.4K
13,378
-5%
减持
CAT
CATERPILLAR INC COM
+$70.0K
1,161
-0%
减持
ADI
ANALOG DEVICES INC COM
-$69.6K
1,289
-21%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$69.3K
24,373
-12%
