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Arlington Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Arlington Financial Advisors, LLC
报告期 2026-03-31 · CIK 0001716539
持仓数
95
前50大市值合计
$684.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 97 项
建仓 30
增持 44
减持 18
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$5.4M
1,348,117
+6%
增持
DFAW
DIMENSIONAL ETF TRUST
+$5.3M
618,147
+6%
增持
AAPL
APPLE INC
+$4.9M
94,782
+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。
增持
AVEM
AMERICAN CENTY ETF TR
+$3.8M
437,429
+3%
增持
FNDF
SCHWAB STRATEGIC TR
+$3.7M
791,251
+4%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.5M
596,664
+11%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$3.1M
232,118
+1%
增持
GOOGL
ALPHABET INC
+$2.7M
31,300
+13%
增持
DSTL
ETF SER SOLUTIONS
+$2.7M
491,232
+6%
增持
OSEA
HARBOR ETF TRUST
+$2.4M
1,575,987
+4%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$2.4M
351,972
+5%
增持
GOOG
ALPHABET INC
+$2.2M
28,565
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.1M
150,029
+7%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.1M
248,246
+7%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.0M
188,272
+3%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$1.9M
307,397
+4%
增持
TTD
THE TRADE DESK INC
-$1.6M
77,056
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$1.5M
540,009
+5%
增持
ISRG
INTUITIVE SURGICAL INC
-$1.0M
12,570
+3%
建仓
MTUM
ISHARES TR
+$935.5K
3,648
建仓
NFLX
NETFLIX INC
+$928.0K
774
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$877.5K
21,709
+5%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$800.2K
17,905
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$774.3K
703,594
+1%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$765.9K
230,763
-1%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$764.7K
164,230
-0%
减持
FNDA
SCHWAB STRATEGIC TR
+$709.6K
290,110
-0%
建仓
BSV
VANGUARD BD INDEX FDS
+$708.5K
8,978
减持
FNDX
SCHWAB STRATEGIC TR
+$650.3K
377,205
-0%
建仓
BBAG
J P MORGAN EXCHANGE TRADED F
+$648.5K
13,895
增持
JPM
JPMORGAN CHASE & CO.
+$642.9K
23,500
+1%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$628.3K
27,539
+3%
增持
AMZN
AMAZON COM INC
+$616.5K
42,583
+7%
建仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$596.8K
55,000
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$594.9K
200,621
+0%
建仓
AGG
ISHARES TR
+$571.2K
5,698
增持
BLK
BLACKROCK INC
+$548.5K
4,640
+0%
增持
CVX
CHEVRON CORP NEW
+$532.6K
32,037
+3%
建仓
EFA
ISHARES TR
+$470.6K
5,040
增持
MSFT
MICROSOFT CORP
+$453.9K
7,005
+10%
建仓
IEFA
ISHARES TR
+$438.6K
5,023
增持
DE
DEERE & CO
-$433.1K
10,370
+2%
建仓
IMTM
ISHARES TR
+$431.1K
9,004
增持
CRM
SALESFORCE INC
-$422.5K
16,118
+4%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$385.7K
8,363
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$368.1K
6,400
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$365.5K
4,000
清仓
VTI
VANGUARD INDEX FDS
-$357.1K
0
-100%
建仓
NCA
NUVEEN CALIFORNIA MUNI VLU F
+$356.0K
40,000
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$352.7K
1,263
建仓
DIHP
DIMENSIONAL ETF TRUST
+$350.1K
11,517
建仓
MLPA
GLOBAL X FDS
+$348.6K
7,200
建仓
IEMG
ISHARES INC
+$348.2K
5,281
清仓
IT
GARTNER INC
-$337.1K
0
-100%
减持
RAFE
PIMCO EQUITY SER
+$336.3K
132,990
-0%
建仓
MOAT
VANECK ETF TRUST
+$335.2K
3,382
增持
DIS
DISNEY WALT CO
-$326.9K
37,238
+1%
建仓
AVSC
AMERICAN CENTY ETF TR
+$320.0K
5,589
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$314.7K
1,333
增持
COST
COSTCO WHSL CORP NEW
-$308.7K
8,972
+3%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$298.1K
5,907
建仓
NVO
NOVO-NORDISK A S
+$285.9K
5,152
建仓
JNJ
JOHNSON & JOHNSON
+$242.0K
1,305
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$237.3K
4,798
增持
META
META PLATFORMS INC
+$229.8K
735
+75%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$222.6K
0
-100%
建仓
—
BLACKROCK CALIF MUN INCOME T
+$219.0K
20,000
建仓
IWR
ISHARES TR
+$211.5K
2,191
增持
AMGN
AMGEN INC
+$207.4K
25,355
+2%
建仓
DKS
DICKS SPORTING GOODS INC
+$204.9K
922
清仓
AVMA
AMERICAN CENTY ETF TR
-$204.4K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$204.0K
0
-100%
建仓
AYI
ACUITY INC
+$200.8K
583
减持
DSI
ISHARES TR
+$195.0K
20,095
-0%
减持
NUSC
NUSHARES ETF TR
+$189.4K
59,006
-0%
减持
SROI
CALAMOS ETF TR
+$174.6K
156,901
-0%
减持
TSLA
TESLA INC
-$154.3K
586
-55%
增持
SBUX
STARBUCKS CORP
-$128.2K
38,195
+4%
建仓
—
BLACKROCK MUNIHLDGS NY QLTY
+$107.7K
10,540
增持
NVDA
NVIDIA CORPORATION
+$105.0K
2,633
+8%
增持
GILD
GILEAD SCIENCES INC
+$88.6K
44,734
+2%
增持
—
ASML HOLDING N V
+$86.5K
495
+1%
增持
IDXX
IDEXX LABS INC
+$86.1K
651
+6%
减持
IVV
ISHARES TR
+$53.4K
1,320
-1%
增持
SUSB
ISHARES TR
+$52.3K
164,216
+1%
增持
VEEV
VEEVA SYS INC
+$41.1K
1,272
+8%
增持
—
EXXON MOBIL CORP
+$29.8K
5,983
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$28.5K
18,687
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$26.1K
1,754
+1%
减持
AVGE
AMERICAN CENTY ETF TR
+$20.0K
3,639
-1%
减持
BA
BOEING CO
+$19.8K
3,971
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$18.5K
4,944
-1%
减持
SCHM
SCHWAB STRATEGIC TR
+$9.9K
7,280
-1%
减持
AVMC
AMERICAN CENTY ETF TR
+$8.1K
3,003
-1%
增持
NKE
NIKE INC
+$6.7K
59,131
+2%
减持
BIV
VANGUARD BD INDEX FDS
+$1.4K
8,306
-1%
减持
IUSB
ISHARES TR
+$100
5,313
-1%