AC

Archford Capital Strategies, LLC

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$8.7亿

申报季度: 2026-03-31 · 持股只数: 341

Archford Capital Strategies, LLC在最新一期 13F 报告中披露了 341 项持股，申报期为 2026-03-31，总持股市值约为 US$8.7亿，季度换手率为 33.7%。

机构性格雪花图

集中度
5.03
持仓稳定性
33.69
动能／逆势
100
行业集中度
63.75
多样化
100
仓位均衡度
81.83

近期动向

  • 减仓 RECS

    -97.4%　-US$1212.1万

  • 加仓 IEMG

    +37.2%　US$1137.3万

  • 加仓 SHY

    +404.3%　US$1029.6万

  • 减仓 SPYM

    -37.8%　-US$877.5万

  • 加仓 HELO

    +888.2%　US$828.4万

  • 减仓 MSFT

    +4.4%　-US$618.9万

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
1IEFAIshares Core Msci Eafe ETFETF-其他4.48%—+2.86%
2IEMGIshares Core Msci EmergingETF-新兴市场4.38%+1.25%+37.20%
3NVDANvidia CORP股票-科技3.26%—+5.27%
4AAPLApple INC股票-科技3.04%—+2.63%
5MSFTMicrosoft CORP股票-科技2.82%-0.77%+4.41%
6GOOGLAlphabet Inc-cl A股票-通信服务1.94%—-0.17%
7BRK-BBerkshire Hathaway Inc-cl B股票-其他1.73%—-0.85%
8VUGVanguard Growth ETFETF-其他1.71%-0.39%-7.50%
9VVisa Inc-class A Shares股票-金融1.62%-0.32%-1.07%
10INFOHarbor Panagora Dyc Lcc ETFETF-其他1.62%-0.35%-12.45%
11SHYIshares 1-3 Year Treasury BoETF-政府公债1.47%+1.17%+404.35%
12SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长1.47%-1.04%-37.81%
13AVGOBroadcom INC股票-科技1.45%—+3.02%
14FNDXSchwab Fndmntl US Lrg Co ETFETF-其他1.30%-0.23%-15.79%
15SCHGSchwab US Large-cap GrowthETF-其他1.24%-0.48%-17.54%
16WINNHarbor Long-term Growers ETFETF-其他1.17%—+30.55%
17AMZNAmazon.com INC股票-周期性消费1.15%—-1.90%
18DFGPDimensional Glbl Core Pl FixETF-其他1.14%+0.19%+21.79%
19SAMTStrategas Macro Them OppsETF-其他1.12%—-13.94%
20HELOJpmorgan Hedged Equity ETFETF-其他1.06%+0.95%+888.20%
21VGITVanguard Intermediate-term TETF-其他1.03%+0.25%+35.36%
22BNDVanguard Total Bond MarketETF-其他1.01%—-8.00%
23SPLVInvesco S&p 500 Low VolatiliETF-大型股与成长0.98%+0.98%NEW
24JPMJpmorgan Chase & Co股票-金融0.95%—-3.23%
25NVSNovartis Ag-sponsored Adr股票-医疗保健0.88%—+8.42%
26GLDMSpdr Gold Minishares TrustETF-避险与商品0.88%—-7.77%
27DUHPDimensional US High Profi EtETF-其他0.88%—-7.57%
28TSMTaiwan Semiconductor-sp Adr股票-科技0.87%+0.32%+46.02%
29JPSTJpmorgan Ultra-short IncomeETF-其他0.87%—+7.60%
30OSEAHarbor Intl Compounders ETFETF-其他0.87%—+7.95%
31DFAEDimensional Emerging Core EqETF-新兴市场0.86%—+22.03%
32WMTWalmart INC股票-非周期性消费0.84%—-19.83%
33SHELShell Plc-adr股票-能源0.84%+0.38%+47.99%
34DCORDimensional US Core Eq 1 ETFETF-其他0.81%—-9.00%
35MAMastercard INC - A股票-金融0.80%—+1.49%
36DFACDimensional US Core Equity 2ETF-其他0.79%—-8.96%
37MBBIshares Mbs ETFETF-其他0.78%—+15.29%
38HAPIHarbor Human Capital FactorETF-其他0.77%—+14.02%
39USIGIshares Broad Usd InvestmentETF-其他0.76%—+1.77%
40AGGSHarbor Disciplined Bond ETFETF-其他0.76%—+17.04%
41JNJJohnson & Johnson股票-医疗保健0.75%—+7.80%
42VBVanguard Small-cap ETFETF-其他0.75%-0.56%-42.78%
43HGERHarbor Commodity All WeatherETF-避险与商品0.69%+0.69%NEW
44CSCOCisco Systems INC股票-科技0.68%—+0.27%
45GOOGAlphabet Inc-cl C股票-通信服务0.66%—+8.79%
46VGSHVanguard Short-term TreasuryETF-政府公债0.65%+0.65%NEW
47JQUAJpmorgan US Quality FactorETF-其他0.64%+0.47%+286.37%
48MOAltria Group INC股票-非周期性消费0.60%—-32.07%
49DFICDimensional International CoETF-其他0.58%—+1.36%
50XLFSs Financial Select SectorETF-其他0.58%-0.49%-38.73%
1–50 of 341

本季持股变动

Archford Capital Strategies, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Invesco S&p 500 Low Volatili (SPLV); 新建仓: Harbor Commodity All Weather (HGER); 新建仓: Vanguard Short-term Treasury (VGSH); 清仓: Inn Defined Wealth Shield (BALT); 清仓: Ishares 0-5 Yr Hy CORP Bond (SHYG).

Archford Capital Strategies, LLC 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
1IEMGIshares Core Msci Emerging+1.3%+37.20%加仓
2SHYIshares 1-3 Year Treasury Bo+1.2%+404.35%加仓
3HELOJpmorgan Hedged Equity ETF+1%+888.20%加仓
4JQUAJpmorgan US Quality Factor+0.5%+286.37%加仓
5MUMicron Technology INC+0.4%+391.86%加仓
6SHELShell Plc-adr+0.4%+47.99%加仓
7SAGPStrategas Global Policy Opp+0.4%+656.62%加仓
8TSMTaiwan Semiconductor-sp Adr+0.3%+46.02%加仓
9MRKMerck & Co. INC.+0.3%+179.93%加仓
10EWJIshares Msci Japan ETF+0.3%+110.55%加仓
11VGITVanguard Intermediate-term T+0.3%+35.36%加仓
12GDGeneral Dynamics CORP+0.3%+359.77%加仓
13MAPPHarbor Multi-asset Explorer+0.2%+110.94%加仓
14DFGPDimensional Glbl Core Pl Fix+0.2%+21.79%加仓
15BBVABanco Bilbao Vizcaya-sp Adr-0.2%-49.49%减仓
16IAUIshares Gold Trust-0.2%-87.39%减仓
17SIHYHarbor Ares Systemt Hi Yd-us-0.2%-89.49%减仓
18FNDXSchwab Fndmntl US Lrg Co ETF-0.2%-15.79%减仓
19XLVSs Health Care Select Sector-0.3%-77.16%减仓
20JEPIJpmorgan Equity Premium Inco-0.3%-86.82%减仓
21VVisa Inc-class A Shares-0.3%-1.07%减仓
22INFOHarbor Panagora Dyc Lcc ETF-0.4%-12.45%减仓
23VUGVanguard Growth ETF-0.4%-7.50%减仓
24POH3Carnival Plc-adr-0.4%-83.84%减仓
25CTASimplify Managed Futures St-0.5%-93.69%减仓
26SCHGSchwab US Large-cap Growth-0.5%-17.54%减仓
27XLFSs Financial Select Sector-0.5%-38.73%减仓
28VBVanguard Small-cap ETF-0.6%-42.78%减仓
29MSFTMicrosoft CORP-0.8%+4.41%加仓
30SPYMSte Str Spdr Pt S&p 500 ETF-1%-37.81%减仓
31RECSColumbia Resear Enh Cor ETF-1.4%-97.44%减仓
32SPLVInvesco S&p 500 Low Volatili—NEW新建仓
33HGERHarbor Commodity All Weather—NEW新建仓
34VGSHVanguard Short-term Treasury—NEW新建仓
35BALTInn Defined Wealth Shield—EXIT清仓
36SHYGIshares 0-5 Yr Hy CORP Bond—EXIT清仓
37HOLDHarbor Alpha Layering ETF—NEW新建仓
38TOLLTema Durable Quality ETF—NEW新建仓
39XLPSs Consumer Staples Sel Sect—NEW新建仓
40VOVanguard Mid-cap ETF—NEW新建仓
41RAAXVaneck Real Assets ETF—NEW新建仓
42CTSHCognizant Tech Solutions-a—NEW新建仓
43APHAmphenol Corp-cl A—NEW新建仓
44TLTIshares 20+ Year Treasury Bd—EXIT清仓
45GGGGraco INC—NEW新建仓
46KRKroger Co—EXIT清仓
47SONYSony Group CORP - Sp Adr—EXIT清仓
48VFMOVanguard US Momentum Factor—NEW新建仓
49SAMMStrategas Macro Momentum ETF—NEW新建仓
50GSKGsk Plc-spon Adr—NEW新建仓

FAQ

Archford Capital Strategies, LLC 是什么机构？属于哪种投资人类型？
Archford Capital Strategies, LLC 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$8.7亿，分布在 341 个已申报仓位之中。
Archford Capital Strategies, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Archford Capital Strategies, LLC 按市值排列的前几大持股为： 1. Ishares Core Msci Eafe ETF (IEFA) — US$3910.7万 (4.5%) 2. Ishares Core Msci Emerging (IEMG) — US$3821.9万 (4.4%) 3. Nvidia CORP (NVDA) — US$2843.9万 (3.3%) 4. Apple INC (AAPL) — US$2654.3万 (3.0%) 5. Microsoft CORP (MSFT) — US$2462.5万 (2.8%)
Archford Capital Strategies, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Archford Capital Strategies, LLC 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 15 个既有持股、减仓 16 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Invesco S&p 500 Low Volatili (SPLV); 新建仓: Harbor Commodity All Weather (HGER); 新建仓: Vanguard Short-term Treasury (VGSH); 清仓: Inn Defined Wealth Shield (BALT); 清仓: Ishares 0-5 Yr Hy CORP Bond (SHYG)
Archford Capital Strategies, LLC 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，Archford Capital Strategies, LLC 的主要板块分布如下： • Information Technology: 39.7% • Financials: 15.6% • Health Care: 10.3% • Communication Services: 7.2% • Consumer Staples: 6.5% • Consumer Discretionary: 6.2%