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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 108 项
建仓 15
增持 40
减持 32
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
AXP
AMERICAN EXPRESS CO
-$3.7M
0
-100%
清仓
MS
MORGAN STANLEY
-$3.3M
0
-100%
减持
KO
COCA COLA CO
-$3.3M
620,635
-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。
建仓
GLDM
WORLD GOLD TR
+$2.0M
26,210
增持
DVY
ISHARES TR
+$1.8M
175,114
+1%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$1.3M
30,290
清仓
ELF
E L F BEAUTY INC
-$1.2M
0
-100%
增持
TCAF
T ROWE PRICE ETF INC
+$1.1M
320,867
+3%
建仓
APH
AMPHENOL CORP NEW
+$960.4K
7,761
清仓
INTU
INTUIT
-$936.9K
0
-100%
建仓
AEE
AMEREN CORP
+$910.6K
8,724
减持
RTX
RTX CORPORATION
-$836.3K
2,475
-71%
建仓
CNQ
CANADIAN NAT RES LTD
+$834.4K
26,109
建仓
DHR
DANAHER CORPORATION
+$825.1K
4,161
建仓
AMD
ADVANCED MICRO DEVICES INC
+$775.0K
4,790
清仓
RVTY
REVVITY INC
-$733.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$662.5K
14,273
-0%
清仓
GBDC
GOLUB CAP BDC INC
-$659.4K
0
-100%
减持
KNSL
KINSALE CAP GROUP INC
-$652.1K
2,796
-27%
清仓
LOB
LIVE OAK BANCSHARES INC
-$596.0K
0
-100%
清仓
QTWO
Q2 HLDGS INC
-$592.2K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$583.2K
2,972
-29%
增持
IVV
ISHARES TR
+$557.1K
11,365
+0%
清仓
UNH
UNITEDHEALTH GROUP INC
-$551.5K
0
-100%
清仓
FTV
FORTIVE CORP
-$549.6K
0
-100%
清仓
SO
SOUTHERN CO
-$538.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$527.0K
7,414
+4%
减持
TSLA
TESLA INC
+$476.9K
3,806
-1%
减持
AAPL
APPLE INC
+$454.2K
15,218
-9%
减持
GOOGL
ALPHABET INC
+$427.5K
7,245
-4%
增持
IJH
ISHARES TR
+$410.6K
124,539
+0%
减持
BOXX
EA SERIES TRUST
-$378.6K
3,800
-47%
建仓
—
ARCH CAP GROUP LTD
+$366.3K
4,037
清仓
FIX
COMFORT SYS USA INC
-$364.7K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$340.9K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$311.8K
6,480
-33%
增持
MA
MASTERCARD INCORPORATED
+$307.3K
1,728
+44%
减持
DFH
DREAM FINDERS HOMES INC
+$300.9K
947,121
-2%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$296.8K
5,531
建仓
EXEL
EXELIXIS INC
+$290.0K
7,022
增持
BDX
BECTON DICKINSON & CO
+$276.2K
4,628
+35%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$270.3K
0
-100%
减持
GE
GE AEROSPACE
-$263.1K
7,241
-24%
减持
GEV
GE VERNOVA INC
-$249.3K
2,073
-28%
减持
VTI
VANGUARD INDEX FDS
+$233.2K
10,213
-0%
建仓
VXUS
VANGUARD STAR FDS
+$231.6K
3,153
清仓
CMCSA
COMCAST CORP NEW
-$224.4K
0
-100%
清仓
MCD
MCDONALDS CORP
-$223.6K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$218.5K
3,002
减持
AMZN
AMAZON COM INC
-$207.5K
6,697
-12%
建仓
AX
AXOS FINANCIAL INC
+$206.2K
2,436
增持
ACWX
ISHARES TR
+$205.6K
15,248
+18%
清仓
T
AT T INC
-$205.2K
0
-100%
清仓
GBFH
GBANK FINL HLDGS INC
-$202.5K
0
-100%
清仓
DIS
DISNEY WALT CO
-$201.9K
0
-100%
减持
META
META PLATFORMS INC
-$185.9K
2,085
-10%
增持
EEM
ISHARES TR
+$181.7K
16,615
+14%
减持
TBBK
BANCORP INC DEL
+$163.5K
9,441
-1%
增持
IJR
ISHARES TR
+$160.8K
16,459
+0%
减持
COCH
ENVOY MEDICAL INC
-$147.8K
152,868
-19%
增持
NFLX
NETFLIX INC
+$143.5K
352
+69%
减持
SII
SPROTT INC
-$135.9K
3,100
-46%
增持
EFA
ISHARES TR
+$134.0K
9,192
+13%
增持
IWM
ISHARES TR
+$133.2K
4,327
+2%
增持
GOOG
ALPHABET INC
+$129.1K
1,587
+9%
增持
AOA
ISHARES TR
+$129.0K
20,888
+2%
清仓
WU
WESTERN UN CO
-$126.3K
0
-100%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$124.4K
3,026
-25%
增持
BX
BLACKSTONE INC
+$105.8K
4,942
+0%
增持
HD
HOME DEPOT INC
+$104.3K
2,445
+1%
增持
—
EXXON MOBIL CORP
+$102.0K
13,814
+2%
增持
FDSB
FIFTH DIST BANCORP INC
+$97.0K
18,897
+42%
建仓
FFWM
FIRST FNDTN INC
+$96.9K
17,389
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$87.3K
31,373
-19%
增持
JNJ
JOHNSON & JOHNSON
+$85.3K
2,453
+1%
减持
CAT
CATERPILLAR INC
+$85.1K
984
-1%
增持
WMT
WALMART INC
+$78.4K
5,166
+11%
减持
EME
EMCOR GROUP INC
-$77.9K
528
-33%
减持
MSFT
MICROSOFT CORP
-$65.6K
3,579
-7%
增持
VUG
VANGUARD INDEX FDS
+$51.7K
574
+13%
减持
WDAY
WORKDAY INC
-$48.6K
13,261
-2%
增持
CUBI
CUSTOMERS BANCORP INC
+$47.8K
6,327
+2%
建仓
OPHC
OPTIMUMBANK HLDGS INC
+$47.1K
11,500
清仓
JBLU
JETBLUE AWYS CORP
-$46.6K
0
-100%
增持
BAC
BANK AMERICA CORP
+$44.4K
7,772
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$43.3K
3,748
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$42.2K
4,823
+0%
增持
CNP
CENTERPOINT ENERGY INC
+$41.9K
19,235
+0%
减持
GLD
SPDR GOLD TR
+$39.3K
4,447
-12%
增持
JPM
JPMORGAN CHASE & CO.
+$38.3K
1,351
+1%
减持
USMV
ISHARES TR
-$38.0K
21,218
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$36.8K
6,188
+9%
增持
IXC
ISHARES TR
+$32.1K
8,620
+3%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$30.3K
9,088
+0%
增持
STLD
STEEL DYNAMICS INC
+$27.1K
2,370
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$26.3K
4,297
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$23.2K
11,840
+3%
增持
HRB
BLOCK H & R INC
-$21.5K
4,990
+0%
增持
DOCU
DOCUSIGN INC
-$18.7K
3,356
+0%
减持
LCR
MANAGED PORTFOLIO SERIES
+$14.1K
14,064
-2%
增持
CBNK
CAPITAL BANCORP INC MD
+$9.6K
18,267
+7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$9.4K
39,675
+0%
增持
KBDC
KAYNE ANDERSON BDC INC
-$9.4K
13,475
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$8.9K
17,272
-4%
减持
NURE
NUSHARES ETF TR
-$8.8K
7,235
-1%
减持
BRBS
BLUE RIDGE BANKSHARES INC VA
-$8.4K
14,977
-25%
减持
VOO
VANGUARD INDEX FDS
-$5.9K
1,489
-8%
增持
RC
READY CAPITAL CORP
-$5.1K
13,513
+3%
