小隐寺数据中心API 小隐寺主站

Arkfeld Wealth Strategies, L.L.C. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Arkfeld Wealth Strategies, L.L.C.

报告期 2026-03-31 · CIK 0001789382

持仓数

115

前50大市值合计

$292.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$39.9M

84,180

13.7%

AMZN AMAZON COM INC

COM

$36.3M

146,184

12.4%

AAPL APPLE INC

COM

$18.5M

69,566

6.3%

CASY CASEYS GEN STORES INC

COM

$14.9M

20,196

5.1%

GOOGL ALPHABET INC

CAP STK CL A

$13.1M

38,743

4.5%

CHRD CHORD ENERGY CORPORATION

COM NEW

$12.7M

97,687

4.3%

TJX TJX COS INC NEW

COM

$12.3M

76,836

4.2%

DINO HF SINCLAIR CORP

COM

$11.9M

204,477

4.1%

RSPG INVESCO EXCHANGE TRADED FD T

S&P500 EQL ENR

$10.1M

100,850

3.5%

MSFT MICROSOFT CORP

COM

$8.5M

20,756

2.9%

GOOG ALPHABET INC

CAP STK CL C

$8.2M

24,543

2.8%

KMI KINDER MORGAN INC DEL

COM

$6.6M

209,433

2.3%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$6.4M

9

2.2%

GLD SPDR GOLD TR

GOLD SHS

$6.3M

14,222

2.1%

SFM SPROUTS FMRS MKT INC

COM

$6.0M

80,193

2.1%

CSCO CISCO SYS INC

COM

$5.3M

64,705

1.8%

UPS UNITED PARCEL SVCS INC

CL B

$5.3M

51,246

1.8%

BWXT BWX TECHNOLOGIES INC

COM

$5.3M

22,113

1.8%

WMT WALMART INC

COM

$4.9M

39,502

1.7%

PYPL PAYPAL HLDGS INC

COM

$4.5M

91,212

1.5%

NVDA NVIDIA CORPORATION

COM

$4.2M

20,906

1.4%

IBKR INTERACTIVE BROKERS GROUP IN

COM CL A

$3.5M

44,376

1.2%

KHC KRAFT HEINZ CO

COM

$3.2M

145,574

1.1%

KOF COCA-COLA FEMSA SAB DE CV

SPONS ADS REP

$3.2M

30,658

1.1%

TOST TOAST INC

CL A

$3.1M

110,893

1.1%

PPL PPL CORP

COM

$3.1M

77,614

1.0%

DVN DEVON ENERGY CORP NEW

COM

$2.7M

60,212

0.9%

COST COSTCO WHOLESALE CORPORATION

COM

$2.0M

2,015

0.7%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$1.8M

16,291

0.6%

TSLA TESLA INC

COM

$1.8M

4,533

0.6%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$1.8M

13,897

0.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.8M

2,725

0.6%

SYM SYMBOTIC INC

CLASS A COM

$1.7M

28,603

0.6%

TGT TARGET CORP

COM

$1.6M

13,164

0.6%

NUE NUCOR CORP

COM

$1.6M

8,518

0.6%

MPC MARATHON PETE CORP

COM

$1.6M

6,969

0.5%

NEE NEXTERA ENERGY INC

COM

$1.6M

17,029

0.5%

SHV ISHARES TR

TRUST ISHARE 0-1

$1.5M

13,530

0.5%

OKE ONEOK INC NEW

COM

$1.4M

17,087

0.5%

HOOD ROBINHOOD MKTS INC

COM CL A

$1.4M

15,944

0.5%

IBM INTERNATIONAL BUSINESS MACHS

COM

$1.4M

5,673

0.5%

SUB ISHARES TR

SHRT NAT MUN ETF

$1.3M

12,187

0.4%

BAC BANK AMERICA CORP

COM

$1.3M

23,105

0.4%

JPM JPMORGAN CHASE & CO

COM

$1.1M

3,754

0.4%

VZ VERIZON COMMUNICATIONS INC

COM

$1.1M

24,828

0.4%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$1.0M

22,347

0.4%

— EXXON MOBIL CORP

COM

$989.8K

6,643

0.3%

CART MAPLEBEAR INC

COM

$811.0K

19,642

0.3%

PSX PHILLIPS 66

COM

$732.1K

4,535

0.3%

USMV ISHARES TR

MSCI USA MIN VOL

$686.9K

7,312

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

46%前 6 大占比

BRK/B13.7%AMZN12.4%AAPL6.3%CASY5.1%GOOGL4.5%CHRD4.3%