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Arvest Investments, INC.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$7.3亿

申报季度: 2026-03-31 · 持股只数: 199

ARVEST INVESTMENTS, INC.在最新一期 13F 报告中披露了 199 项持股，申报期为 2026-03-31，总持股市值约为 US$7.3亿，季度换手率为 14.3%。

机构性格雪花图

集中度
10.23
持仓稳定性
14.29
动能／逆势
100
行业集中度
40.67
多样化
100
仓位均衡度
79.73

近期动向

  • 减仓 IVW

    -49.8%　-US$511.8万

  • 加仓 FTGC

    +46.7%　US$484.9万

  • 减仓 IWD

    -86.6%　-US$256.3万

  • 减仓 SDVY

    -24.9%　-US$229.8万

  • 加仓 EIPI

    +10.3%　US$275.0万

  • 加仓 VEA

    +4.5%　US$387.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VEAVanguard Ftse Developed ETFETF-其他7.87%+0.31%+4.50%
2RSPInvesco S&p 500 Equal WeightETF-大型股与成长6.83%—-0.59%
3GIGBGoldman Sachs Inv Grd CORPETF-避险与商品4.66%+0.12%+6.80%
4JMBSJanus Henderson Mortg BackedETF-其他3.72%-0.19%-0.68%
5IVVIshares Core S&p 500 ETFETF-大型股与成长3.34%—+4.94%
6CMBSIshares Cmbs ETFETF-其他3.09%+0.07%+6.15%
7MBBIshares Mbs ETFETF-其他2.85%-0.17%-2.65%
8VWOVanguard Ftse Emerging MarkeETF-新兴市场2.81%—+1.53%
9VOEVanguard Mid-cap Value ETFETF-其他2.79%+0.03%+0.24%
10GSLCGoldman Activebeta US Lc ETFETF-避险与商品2.55%—+3.79%
11GEMGoldman Sachs Activebeta EmETF-避险与商品2.45%+0.05%+1.53%
12IEFIshares 7-10 Year Treasury BETF-政府公债2.43%+0.28%+17.55%
13VBRVanguard Small-cap Value ETFETF-其他2.11%—-0.33%
14TPYPTortoise North American PipeETF-其他1.99%+0.17%-6.18%
15EIPIFt Energy Income ETFETF-其他1.89%+0.33%+10.26%
16VOTVanguard Mid-cap Growth ETFETF-其他1.68%—+9.40%
17TLHIshares 10-20 Year TreasuryETF-政府公债1.64%+0.29%+26.34%
18IEIIshares 3-7 Year Treasury BoETF-政府公债1.52%+0.03%+5.87%
19FTGCFirst Trust Global TacticalETF-其他1.47%+0.63%+46.68%
20EFAIshares Msci Eafe ETFETF-其他1.31%—-3.55%
21MDYState Street Spdr S&p MidcapETF-其他1.30%—-3.98%
22SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长1.26%-0.19%-6.52%
23VBKVanguard Small-cap Grwth ETFETF-其他1.22%—-0.39%
24AGZIshares Agency Bond ETFETF-其他1.17%-0.21%-12.12%
25SDVYFirst Trust Smid Cap RisingETF-其他1.06%-0.36%-24.93%
26GOOGLAlphabet Inc-cl A股票-通信服务1.02%—+2.96%
27SCZIshares Msci Eafe Small-capETF-其他1.01%—-0.72%
28FLJPFranklin Ftse Japan ETFETF-其他0.98%—-0.44%
29JPMJpmorgan Chase & Co股票-金融0.95%-0.13%-0.81%
30AAPLApple INC股票-科技0.95%—+10.40%
31MSFTMicrosoft CORP股票-科技0.95%—+35.76%
32SCHPSchwab U.s. Tips ETFETF-其他0.94%—+7.04%
33RDVYFirst Trust Rising DividendETF-其他0.86%—+2.32%
34AMZNAmazon.com INC股票-周期性消费0.83%+0.09%+28.21%
35XTWOBondbloxx Bbg 2y US Tsy ETFETF-其他0.82%+0.82%NEW
36WMTWalmart INC股票-非周期性消费0.82%—-15.20%
37VCITVanguard Int-term CorporateETF-投资级公司债0.82%—+3.56%
38IDVIshares International SelectETF-其他0.70%+0.19%+29.88%
39SPHYSs Spdr P High Yield ETFETF-非投资级债0.68%+0.05%+12.47%
40NVDANvidia CORP股票-科技0.65%—+5.87%
41AIQGlobal X Art Intel & TechETF-科技型0.65%+0.12%+37.36%
42VNQIVanguard Glbl Ex-us Real EstETF-其他0.62%—+9.67%
43IGVIshares Expanded Tech-softwaETF-科技型0.60%+0.60%NEW
44VGSHVanguard Short-term TreasuryETF-政府公债0.60%—+2.23%
45IVWIshares S&p 500 Growth ETFETF-大型股与成长0.60%-0.73%-49.82%
46AIRRFirst Trust Rba American IndETF-其他0.57%—-11.35%
47XOMExxon Mobil CORP股票-能源0.57%+0.16%+1.23%
48IMVPInvesco India Exchange-tradeETF-其他0.55%+0.07%+41.87%
49MRKMerck & Co. INC.股票-医疗保健0.47%—-8.49%
50LITPSprott Lithium Miners ETFETF-其他0.47%+0.07%+10.60%
1–50 of 199

本季持股变动

Arvest Investments, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Bondbloxx Bbg 2y US Tsy ETF (XTWO); 清仓: Ishares 1-3 Year Treasury Bo (SHY); 新建仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Palo Alto Networks INC (PANW); 清仓: Ss Doubleline Em Fi ETF (EMTL).

Arvest Investments, INC. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1FTGCFirst Trust Global Tactical+0.6%+46.68%加仓
2EIPIFt Energy Income ETF+0.3%+10.26%加仓
3VEAVanguard Ftse Developed ETF+0.3%+4.50%加仓
4TLHIshares 10-20 Year Treasury+0.3%+26.34%加仓
5IEFIshares 7-10 Year Treasury B+0.3%+17.55%加仓
6IDVIshares International Select+0.2%+29.88%加仓
7TPYPTortoise North American Pipe+0.2%-6.18%减仓
8AMDAdvanced Micro Devices+0.2%+220.99%加仓
9XOMExxon Mobil CORP+0.2%+1.23%加仓
10GIGBGoldman Sachs Inv Grd CORP+0.1%+6.80%加仓
11AIQGlobal X Art Intel & Tech+0.1%+37.36%加仓
12HPQHp INC+0.1%+323.23%加仓
13AMZNAmazon.com INC+0.1%+28.21%加仓
14CMBSIshares Cmbs ETF+0.1%+6.15%加仓
15IMVPInvesco India Exchange-trade+0.1%+41.87%加仓
16LITPSprott Lithium Miners ETF+0.1%+10.60%加仓
17CVSCvs Health CORP+0.1%NEW新建仓
18LNGCheniere Energy INC+0.1%-4.69%减仓
19GEMGoldman Sachs Activebeta Em+0.1%+1.53%加仓
20SPHYSs Spdr P High Yield ETF+0.1%+12.47%加仓
21VOEVanguard Mid-cap Value ETF0%+0.24%加仓
22IEIIshares 3-7 Year Treasury Bo0%+5.87%加仓
23SPYSs Spdr S&p 500 ETF Trust-us-0.1%-65.61%减仓
24AGGIshares Core U.s. Aggregate-0.1%-98.40%减仓
25MUMicron Technology INC-0.1%-45.84%减仓
26JPMJpmorgan Chase & Co-0.1%-0.81%减仓
27TBLLInvesco Short Term Treasury-0.1%-78.85%减仓
28UNPUnion Pacific CORP-0.2%-71.82%减仓
29MBBIshares Mbs ETF-0.2%-2.65%减仓
30OMCOmnicom Group-0.2%-57.01%减仓
31LGOVFirst Tr Long Duration O-etf-0.2%-32.17%减仓
32SPYMSte Str Spdr Pt S&p 500 ETF-0.2%-6.52%减仓
33JMBSJanus Henderson Mortg Backed-0.2%-0.68%减仓
34AGZIshares Agency Bond ETF-0.2%-12.12%减仓
35IWDIshares Russell 1000 Value E-0.4%-86.61%减仓
36SDVYFirst Trust Smid Cap Rising-0.4%-24.93%减仓
37IVWIshares S&p 500 Growth ETF-0.7%-49.82%减仓
38XTWOBondbloxx Bbg 2y US Tsy ETF—NEW新建仓
39SHYIshares 1-3 Year Treasury Bo—EXIT清仓
40IGVIshares Expanded Tech-softwa—NEW新建仓
41PANWPalo Alto Networks INC—NEW新建仓
42EMTLSs Doubleline Em Fi ETF—EXIT清仓
43EMBIshares Jp Morgan Usd Emergi—NEW新建仓
44SLVIshares Silver Trust—EXIT清仓
45PPLTAbrdn Physical Platinum Shrs—EXIT清仓
46STXSeagate Technology Holdings plc—NEW新建仓
47PALLAbrdn Physical Palladium Shs—EXIT清仓
48CARRCarrier Global CORP—NEW新建仓
49NFLXNetflix INC—NEW新建仓
50ARESAres Management CORP - A—NEW新建仓

FAQ

Arvest Investments, INC. 是什么机构？属于哪种投资人类型？
Arvest Investments, INC. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$7.3亿，分布在 199 个已申报仓位之中。
Arvest Investments, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Arvest Investments, INC. 按市值排列的前几大持股为： 1. Vanguard Ftse Developed ETF (VEA) — US$5768.9万 (7.9%) 2. Invesco S&p 500 Equal Weight (RSP) — US$5008.8万 (6.8%) 3. Goldman Sachs Inv Grd CORP (GIGB) — US$3415.0万 (4.7%) 4. Janus Henderson Mortg Backed (JMBS) — US$2730.4万 (3.7%) 5. Ishares Core S&p 500 ETF (IVV) — US$2450.3万 (3.3%)
Arvest Investments, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Arvest Investments, INC. 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 19 个既有持股、减仓 17 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Bondbloxx Bbg 2y US Tsy ETF (XTWO); 清仓: Ishares 1-3 Year Treasury Bo (SHY); 新建仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Palo Alto Networks INC (PANW); 清仓: Ss Doubleline Em Fi ETF (EMTL)
Arvest Investments, INC. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Arvest Investments, INC. 的主要板块分布如下： • Information Technology: 24.7% • Financials: 16.5% • Utilities: 9.3% • Consumer Staples: 8.7% • Consumer Discretionary: 8.7% • Health Care: 8.6%