AW

Archvest Wealth Advisors, Inc.

趋势追踪型行业集中型长期持有型

申报总市值

US$1.5亿

申报季度: 2026-03-31 · 持股只数: 74

Archvest Wealth Advisors, Inc.在最新一期 13F 报告中披露了 74 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 10.6%。

机构性格雪花图

集中度
37.93
持仓稳定性
10.62
动能／逆势
100
行业集中度
93.14
多样化
100
仓位均衡度
75.3

近期动向

  • 减仓 AMZN

    -15.2%　-US$213.9万

  • 减仓 LLY

    -38.6%　-US$115.3万

  • 加仓 DFAI

    +3.1%　US$77.8万

  • 减仓 GSLC

    -11.2%　-US$92.9万

  • 加仓 VNQ

    +6.5%　US$62.4万

  • 减仓 AAPL

    -4.4%　-US$58.2万

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
1TDTFFlexshares Iboxx 5-year TargETF-其他25.13%+0.06%-1.48%
2DFAIDimensional International CoETF-其他9.80%+0.60%+3.10%
3IVVIshares Core S&p 500 ETFETF-大型股与成长8.15%+0.02%+3.90%
4VNQVanguard Real Estate ETFETF-其他6.34%+0.47%+6.53%
5IMTMIshares Msci Intl Momentum FETF-其他5.73%+0.27%+3.73%
6VEUVanguard Ftse All-world Ex-uETF-其他4.74%-0.26%-8.01%
7GSLCGoldman Activebeta US Lc ETFETF-避险与商品3.13%-0.56%-11.20%
8AAPLApple INC股票-科技3.11%-0.34%-4.43%
9MTUMIshares Msci USA Momentum FaETF-其他3.01%—+5.27%
10VTVVanguard Value ETFETF-其他2.55%+0.14%+1.91%
11VEAVanguard Ftse Developed ETFETF-其他2.36%+0.11%+1.15%
12NVDANvidia CORP股票-科技1.45%+0.11%+13.91%
13MSFTMicrosoft CORP股票-科技1.37%-0.05%+25.13%
14TIPIshares Tips Bond ETFETF-其他1.21%—-0.42%
15IGIBIshares 5-10y Inv Grade CORPETF-投资级公司债1.20%—-0.38%
16VCITVanguard Int-term CorporateETF-投资级公司债1.19%+0.05%+4.75%
17SCHPSchwab U.s. Tips ETFETF-其他1.08%—-1.09%
18VTIVanguard Total Stock Mkt ETFETF-其他0.97%-0.07%-4.07%
19FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他0.87%-0.11%-19.00%
20LLYEli Lilly & Co股票-医疗保健0.82%-0.73%-38.61%
21GOOGAlphabet Inc-cl C股票-通信服务0.80%-0.13%-6.17%
22DFIVDimensional International VaETF-其他0.78%+0.05%-0.83%
23GOOGLAlphabet Inc-cl A股票-通信服务0.73%-0.03%+4.00%
24QQQInvesco Qqq Trust Series 1ETF-科技型0.71%—+3.12%
25AFGAmerican Financial Group INC股票-金融0.60%—+7.50%
26IBMIntl Business Machines CORP股票-科技0.59%-0.18%-7.33%
27AVGOBroadcom INC股票-科技0.57%+0.29%+123.32%
28METAMeta Platforms Inc-class A股票-通信服务0.55%—+11.19%
29DXUVDimensional US Vtor Eqty ETFETF-其他0.50%—+4.31%
30IWNIshares Russell 2000 Value EETF-中小型股0.39%—-3.51%
31COSTCostco Wholesale CORP股票-非周期性消费0.36%+0.07%+5.45%
32SCHGSchwab US Large-cap GrowthETF-其他0.35%+0.35%NEW
33VLUEIshares Msci USA Value FactoETF-其他0.35%-0.03%-13.34%
34EFAIshares Msci Eafe ETFETF-其他0.34%-0.31%-48.40%
35GBILGoldman Sachs Access TreasurETF-避险与商品0.34%-0.13%-28.28%
36SCHVSchwab US Large-cap ValueETF-其他0.34%+0.34%NEW
37GEGeneral Electric股票-工业0.33%—+11.48%
38MRSHMarsh & Mclennan Cos股票-金融0.33%—+7.36%
39GEVGE Vernova INC股票-工业0.31%+0.10%+12.25%
40CVXChevron CORP股票-能源0.30%—-18.94%
41BITBBitwise Bitcoin ETFETF-加密货币0.29%-0.08%+1.11%
42GLDSpdr Gold SharesETF-避险与商品0.28%+0.28%NEW
43SMHVaneck Semiconductor ETFETF-其他0.27%—-4.35%
44VWOVanguard Ftse Emerging MarkeETF-新兴市场0.27%+0.04%+13.72%
45VVVanguard Large-cap ETFETF-其他0.27%—+0.21%
46HDHome Depot INC股票-周期性消费0.25%—+1.61%
47AMATApplied Materials INC股票-科技0.25%+0.11%+34.86%
48GSGoldman Sachs Group INC股票-金融0.23%—-0.93%
49AOKIshares Core 30/70 ConservatETF-其他0.20%-0.08%-29.22%
50SPTISs Spdr P Int Term Tsy ETFETF-其他0.20%+0.20%NEW
1–50 of 74

本季持股变动

Archvest Wealth Advisors, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Schwab US Large-cap Growth (SCHG); 新建仓: Schwab US Large-cap Value (SCHV); 新建仓: Spdr Gold Shares (GLD); 清仓: Ishares Core U.s. Aggregate (AGG); 新建仓: Ss Spdr P Int Term Tsy ETF (SPTI).

Archvest Wealth Advisors, 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
1DFAIDimensional International Co+0.6%+3.10%加仓
2VNQVanguard Real Estate ETF+0.5%+6.53%加仓
3AVGOBroadcom INC+0.3%+123.32%加仓
4IMTMIshares Msci Intl Momentum F+0.3%+3.73%加仓
5VTVVanguard Value ETF+0.1%+1.91%加仓
6AMATApplied Materials INC+0.1%+34.86%加仓
7NVDANvidia CORP+0.1%+13.91%加仓
8VEAVanguard Ftse Developed ETF+0.1%+1.15%加仓
9GEVGE Vernova INC+0.1%+12.25%加仓
10COSTCostco Wholesale CORP+0.1%+5.45%加仓
11TDTFFlexshares Iboxx 5-year Targ+0.1%-1.48%减仓
12VCITVanguard Int-term Corporate+0.1%+4.75%加仓
13DFIVDimensional International Va+0.1%-0.83%减仓
14VWOVanguard Ftse Emerging Marke0%+13.72%加仓
15IVVIshares Core S&p 500 ETF0%+3.90%加仓
16VLUEIshares Msci USA Value Facto0%-13.34%减仓
17GOOGLAlphabet Inc-cl A0%+4.00%加仓
18JNJJohnson & Johnson0%-31.37%减仓
19MSFTMicrosoft CORP-0.1%+25.13%加仓
20QSQuantumscape CORP-0.1%—不变
21VTIVanguard Total Stock Mkt ETF-0.1%-4.07%减仓
22AOKIshares Core 30/70 Conservat-0.1%-29.22%减仓
23BITBBitwise Bitcoin ETF-0.1%+1.11%加仓
24FNDFSchwab Fndmn Intl Lrg Co ETF-0.1%-19.00%减仓
25GBILGoldman Sachs Access Treasur-0.1%-28.28%减仓
26GOOGAlphabet Inc-cl C-0.1%-6.17%减仓
27IBMIntl Business Machines CORP-0.2%-7.33%减仓
28VEUVanguard Ftse All-world Ex-u-0.3%-8.01%减仓
29EFAIshares Msci Eafe ETF-0.3%-48.40%减仓
30AAPLApple INC-0.3%-4.43%减仓
31GSLCGoldman Activebeta US Lc ETF-0.6%-11.20%减仓
32LLYEli Lilly & Co-0.7%-38.61%减仓
33AMZNAmazon.com INC-1.4%-15.21%减仓
34SCHGSchwab US Large-cap Growth—NEW新建仓
35SCHVSchwab US Large-cap Value—NEW新建仓
36GLDSpdr Gold Shares—NEW新建仓
37AGGIshares Core U.s. Aggregate—EXIT清仓
38SPTISs Spdr P Int Term Tsy ETF—NEW新建仓
39VGKVanguard Ftse Europe ETF—NEW新建仓
40DBCInvesco Db Commodity Index T—NEW新建仓
41JPIEJpmorgan Income ETF—NEW新建仓
42VCSHVanguard S/t CORP Bond ETF—NEW新建仓
43VMBSVanguard Mortgage-backed Sec—NEW新建仓
44VGITVanguard Intermediate-term T—NEW新建仓
45CRMSalesforce INC—EXIT清仓
46AMGNAmgen INC—EXIT清仓
47VPLVanguard Ftse Pacific ETF—NEW新建仓
48XOMExxon Mobil CORP—EXIT清仓
49IJRIshares Core S&p Small-cap E—NEW新建仓
50WMTWalmart INC—NEW新建仓

FAQ

Archvest Wealth Advisors, Inc. 是什么机构？属于哪种投资人类型？
Archvest Wealth Advisors, 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$1.5亿，分布在 74 个已申报仓位之中。
Archvest Wealth Advisors, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Archvest Wealth Advisors, Inc. 按市值排列的前几大持股为： 1. Flexshares Iboxx 5-year Targ (TDTF) — US$3894.5万 (25.1%) 2. Dimensional International Co (DFAI) — US$1518.8万 (9.8%) 3. Ishares Core S&p 500 ETF (IVV) — US$1263.0万 (8.2%) 4. Vanguard Real Estate ETF (VNQ) — US$982.3万 (6.3%) 5. Ishares Msci Intl Momentum F (IMTM) — US$888.3万 (5.7%)
Archvest Wealth Advisors, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Archvest Wealth Advisors, Inc. 共进行了 49 项显著调整：新建仓 13 个仓位、加仓 16 个既有持股、减仓 16 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Schwab US Large-cap Growth (SCHG); 新建仓: Schwab US Large-cap Value (SCHV); 新建仓: Spdr Gold Shares (GLD); 清仓: Ishares Core U.s. Aggregate (AGG); 新建仓: Ss Spdr P Int Term Tsy ETF (SPTI)
Archvest Wealth Advisors, 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，Archvest Wealth Advisors, Inc. 的主要板块分布如下： • Information Technology: 51.5% • Communication Services: 14.7% • Financials: 10.5% • Health Care: 7.7% • Industrials: 5.8% • Consumer Discretionary: 4.3%