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Arcus Capital Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Arcus Capital Partners, LLC
报告期 2026-03-31 · CIK 0001651960
持仓数
121
前50大市值合计
$250.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 116 项
建仓 17
增持 42
减持 46
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$9.4M
39,530
-82%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.3M
17,998
-85%
减持
DFH
DREAM FINDERS HOMES INC
-$3.5M
964,921
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。
-22%
减持
TCAF
T ROWE PRICE ETF INC
-$3.0M
311,329
-28%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$2.5M
0
-100%
建仓
IEFA
ISHARES TR
+$2.5M
29,583
减持
GLD
SPDR GOLD TR
-$2.4M
5,057
-63%
减持
IJH
ISHARES TR
-$2.4M
124,426
-28%
建仓
IEMG
ISHARES INC
+$1.5M
25,179
减持
LCR
MANAGED PORTFOLIO SERIES
-$1.4M
14,379
-74%
增持
IVV
ISHARES TR
+$1.4M
11,354
+12%
增持
DVY
ISHARES TR
+$1.2M
173,966
+7%
清仓
FTRB
FEDERATED HERMES ETF TRUST
-$1.2M
0
-100%
减持
QQQ
INVESCO QQQ TR
+$1.2M
14,333
-1%
清仓
AEE
AMEREN CORP
-$1.0M
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.0M
21,063
-45%
建仓
INTU
INTUIT
+$936.9K
1,190
清仓
SGOV
ISHARES TR
-$842.6K
0
-100%
建仓
ACWX
ISHARES TR
+$785.6K
12,892
增持
NVDA
NVIDIA CORPORATION
+$729.0K
9,626
+32%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$723.0K
0
-100%
建仓
CNP
CENTERPOINT ENERGY INC
+$704.5K
19,174
清仓
EMB
ISHARES TR
-$685.2K
0
-100%
减持
NURE
NUSHARES ETF TR
-$644.0K
7,324
-73%
增持
MS
MORGAN STANLEY
+$575.3K
23,580
+0%
增持
BOXX
EA SERIES TRUST
+$554.9K
7,200
+213%
增持
MSFT
MICROSOFT CORP
+$482.7K
3,859
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$466.7K
4,169
-8%
增持
META
META PLATFORMS INC
+$451.3K
2,326
+6%
增持
AMZN
AMAZON COM INC
+$443.5K
7,648
+18%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$381.3K
4,014
增持
TSLA
TESLA INC
+$346.5K
3,827
+14%
增持
ACWI
ISHARES TR
+$320.3K
20,040
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$315.5K
1,768
+7%
增持
VTI
VANGUARD INDEX FDS
+$315.2K
10,260
+1%
清仓
MUSA
MURPHY USA INC
-$309.2K
0
-100%
清仓
URI
UNITED RENTALS INC
-$291.3K
0
-100%
减持
AOA
ISHARES TR
-$288.8K
20,529
-22%
建仓
NFLX
NETFLIX INC
+$278.5K
208
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$270.3K
1,151
减持
FTV
FORTIVE CORP
-$266.2K
10,542
-5%
建仓
DOCU
DOCUSIGN INC
+$260.6K
3,346
清仓
APP
APPLOVIN CORP
-$243.8K
0
-100%
减持
BDX
BECTON DICKINSON CO
-$234.7K
3,425
-5%
建仓
NBN
NORTHEAST BK PORTLAND ME
+$225.6K
2,535
建仓
XLK
SELECT SECTOR SPDR TR
+$224.4K
886
建仓
VUG
VANGUARD INDEX FDS
+$223.6K
510
清仓
—
MR COOPER GROUP INC
-$221.3K
0
-100%
建仓
BPOP
POPULAR INC
+$220.4K
2,000
减持
SPY
SPDR S P 500 ETF TR
-$210.7K
7,141
-14%
建仓
T
AT T INC
+$205.2K
7,089
清仓
NVR
NVR INC
-$202.8K
0
-100%
建仓
GBFH
GBANK FINL HLDGS INC
+$202.5K
5,719
建仓
DIS
DISNEY WALT CO
+$201.9K
1,628
增持
GOOGL
ALPHABET INC
+$190.7K
7,568
+2%
建仓
KBDC
KAYNE ANDERSON BDC INC
+$188.8K
12,375
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$183.6K
38,609
-26%
减持
SFBC
SOUND FINL BANCORP INC
-$163.0K
8,593
-23%
减持
IJR
ISHARES TR
-$152.6K
16,425
-12%
增持
—
EXXON MOBIL CORP
-$141.0K
13,502
+1%
减持
FIX
COMFORT SYS USA INC
+$134.2K
680
-5%
减持
GE
GE AEROSPACE
+$133.1K
9,485
-18%
减持
AYI
ACUITY INC
+$117.3K
3,759
-1%
减持
RVTY
REVVITY INC
-$110.9K
7,578
-5%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$107.0K
22,396
-17%
减持
EME
EMCOR GROUP INC
+$106.8K
787
-7%
减持
SII
SPROTT INC
+$101.1K
5,700
-13%
增持
CBNK
CAPITAL BANCORP INC MD
+$92.4K
17,067
+1%
增持
USMV
ISHARES TR
+$88.7K
21,911
+4%
增持
CCB
COASTAL FINL CORP WA
+$86.7K
12,672
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$84.7K
1,502
-5%
增持
MA
MASTERCARD INCORPORATED
+$79.2K
1,202
+10%
增持
IWM
ISHARES TR
+$74.3K
4,234
+1%
减持
RTX
RTX CORPORATION
+$73.9K
8,564
-4%
增持
EFA
ISHARES TR
+$72.6K
8,102
+2%
增持
EFAV
ISHARES TR
+$70.8K
9,058
+2%
减持
VGT
VANGUARD WORLD FD
+$70.4K
627
-2%
增持
WMT
WALMART INC
+$69.5K
4,643
+6%
增持
AAPL
APPLE INC
+$69.3K
16,672
+11%
增持
TBBK
BANCORP INC DEL
+$68.8K
9,541
+6%
增持
EEM
ISHARES TR
+$68.6K
14,625
+0%
增持
CAT
CATERPILLAR INC
+$68.6K
990
+3%
增持
CUBI
CUSTOMERS BANCORP INC
+$60.7K
6,227
+2%
减持
HRB
BLOCK H R INC
-$58.6K
4,989
-18%
增持
BX
BLACKSTONE INC
+$56.5K
4,937
+1%
减持
JPM
JPMORGAN CHASE CO
+$54.7K
1,338
-1%
减持
VOO
VANGUARD INDEX FDS
+$52.5K
1,615
-4%
增持
ACWV
ISHARES INC
+$52.3K
18,959
+0%
减持
ESQ
ESQUIRE FINL HLDGS INC
+$51.9K
3,865
-7%
增持
SFBS
SERVISFIRST BANCSHARES INC
-$42.4K
9,051
+0%
增持
BAC
BANK AMERICA CORP
+$42.2K
7,536
+0%
减持
PTC
PTC INC
+$40.9K
4,658
-5%
减持
SRBK
SR BANCORP INC
+$36.6K
38,488
-5%
减持
GSBD
GOLDMAN SACHS BDC INC
-$35.0K
69,374
-1%
减持
TRMB
TRIMBLE INC
+$28.1K
4,085
-5%
增持
XLE
SELECT SECTOR SPDR TR
-$27.8K
4,216
+2%
减持
EEMV
ISHARES INC
+$27.5K
6,412
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$27.5K
3,741
-8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$26.8K
4,802
-2%
增持
BRBS
BLUE RIDGE BANKSHARES INC VA
+$24.9K
19,977
+39%
减持
WDAY
WORKDAY INC
-$19.6K
13,504
-3%
减持
GOOG
ALPHABET INC
+$18.8K
1,451
-5%
增持
IXC
ISHARES TR
-$17.3K
8,343
+2%
增持
FDSB
FIFTH DIST BANCORP INC
+$16.0K
13,304
+9%
增持
XLF
SELECT SECTOR SPDR TR
+$15.4K
5,662
+0%
减持
SO
SOUTHERN CO
-$12.6K
5,864
-2%
增持
KNSL
KINSALE CAP GROUP INC
-$10.1K
3,805
+0%
减持
CMCSA
COMCAST CORP NEW
-$9.0K
6,288
-1%
增持
ELUT
ELUTIA INC
+$8.9K
30,050
+50%
减持
STLD
STEEL DYNAMICS INC
-$8.5K
2,369
-5%
增持
RC
READY CAPITAL CORP
-$7.6K
13,129
+3%
增持
JBLU
JETBLUE AWYS CORP
-$6.4K
11,024
+0%
增持
GBDC
GOLUB CAP BDC INC
-$6.3K
45,010
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$5.4K
11,484
-0%
增持
HD
HOME DEPOT INC
+$4.6K
2,418
+0%
减持
EXE
EXPAND ENERGY CORPORATION
-$627
2,894
-5%
