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Ark Wealth Advisors LLC · 13F 持仓分析
期权收益计算器 机构排行

Ark Wealth Advisors LLC

No.8945 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.13亿
环比变动 Q1 2026
+$1,169.8万+11.6%
持仓股票数
87
新买入
9
加仓
57
减仓
19
清仓
2
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
泛林集团LRCX
4.33%2.37%$487.8万1.1万股$239.6万1.1万股+42股+0.37%加仓
I景顺自营指数基金BSJR
4.07%5.2%$459.1万20.5万股$524.9万23.5万股-2.9万股-12.46%减仓
IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ
3.64%5.2%$410.2万17.9万股$524.6万22.6万股-4.8万股-21.06%减仓
I景顺自营指数基金BSCQ
3.61%4.86%$407.2万20.9万股$491.1万25.1万股-4.3万股-17.05%减仓
谷歌AGOOGL
2.79%2.28%$314.8万8,809股$230.3万8,010股+799股+9.98%加仓
卡特彼勒CAT
2.77%2%$312.7万2,936股$202.0万2,851股+85股+2.98%加仓
I景顺自营指数基金BSCR
2.51%3.13%$283.1万14.4万股$315.6万16.1万股-1.6万股-10.24%减仓
I景顺自营指数基金BSCS
2.49%2.86%$280.6万13.8万股$288.3万14.1万股-3,372股-2.39%减仓
VALERO ENERGY COMVLO
2.01%2.19%$226.9万8,714股$220.8万8,937股-223股-2.50%减仓
苹果AAPL
1.9%1.74%$213.7万7,386股$176.1万6,938股+448股+6.46%加仓
微软MSFT
1.87%1.65%$210.7万5,648股$166.9万4,508股+1,140股+25.29%加仓
GGlobal X基金CLIP
1.83%3.71%$206.3万2.1万股$374.6万3.7万股-1.7万股-44.93%减仓
摩根大通JPM
1.78%1.64%$200.4万6,123股$165.4万5,621股+502股+8.93%加仓
亚马逊AMZN
1.77%1.49%$199.8万8,384股$150.1万7,206股+1,178股+16.35%加仓
艾伯维ABBV
1.73%1.52%$194.8万7,740股$153.4万7,054股+686股+9.72%加仓
强生JNJ
1.7%1.76%$191.9万7,557股$177.5万7,260股+297股+4.09%加仓
Meta平台META
1.67%1.38%$188.5万3,346股$139.2万2,433股+913股+37.53%加仓
Q高通QCOM
1.65%1.2%$186.5万1.0万股$121.6万9,442股+648股+6.86%加仓
思科CSCO
1.65%1.21%$186.0万1.6万股$122.2万1.6万股+88股+0.56%加仓
N新纪元能源NEE
1.62%1.76%$182.3万2.1万股$178.0万1.9万股+1,608股+8.39%加仓
美国运通AXP
1.61%1.4%$181.1万5,354股$141.0万4,660股+694股+14.89%加仓
CVS健康CVS
1.61%1.42%$181.0万1.7万股$143.6万2.0万股-2,506股-12.53%减仓
纽柯钢铁NUE
1.51%1.27%$170.0万7,631股$128.2万7,580股+51股+0.67%加仓
埃克森美孚XOM
1.48%2.01%$166.9万1.2万股$202.8万1.2万股+255股+2.13%加仓
沃尔玛WMT
1.48%1.74%$166.8万1.5万股$175.4万1.4万股+614股+4.35%加仓
林德LIN
1.43%1.3%$161.5万3,112股$131.7万2,657股+455股+17.12%加仓
洛克希德马丁LMT
1.41%1.64%$159.2万3,124股$165.7万2,742股+382股+13.93%加仓
CHUBB LIMITEDCB
1.41%1.4%$158.9万4,663股$140.9万4,324股+339股+7.84%加仓
I景顺自营指数基金BSJS
1.33%1.66%$150.0万6.9万股$168.0万7.7万股-8,494股-10.96%减仓
好市多COST
1.32%1.33%$148.9万1,592股$134.3万1,348股+244股+18.10%加仓
默沙东MRK
1.3%1.33%$146.2万1.1万股$134.5万1.1万股+194股+1.74%加仓
WASTE MGMT DELWM
1.25%1.21%$140.5万6,306股$121.9万5,305股+1,001股+18.87%加仓
阿里巴巴BABA
1.21%1.78%$136.8万1.4万股$179.8万1.4万股-70股-0.49%减仓
伯克希尔哈撒韦BRK.B
1.2%0.93%$135.2万2,701股$93.9万1,960股+741股+37.81%加仓
NORFOLK SOUTHN COMNSC
1.16%1.16%$130.9万4,160股$117.2万4,082股+78股+1.91%加仓
宝洁PG
1.15%1.11%$129.2万8,808股$112.4万7,783股+1,025股+13.17%加仓
IINVESCO EXCH TRD SLF IDX FDBSJX
1.13%1%$127.6万5.1万股$100.7万4.0万股+1.0万股+25.43%加仓
I景顺自营指数基金BSJV
1.13%1%$127.5万4.9万股$100.5万3.9万股+9,904股+25.62%加仓
I景顺自营指数基金BSCV
1.13%1.01%$127.2万7.8万股$101.7万6.2万股+1.6万股+25.63%加仓
I景顺自营指数基金BSCW
1.13%1.01%$127.1万6.2万股$101.5万4.9万股+1.3万股+25.73%加仓
I景顺自营指数基金BSJW
1.13%1%$127.0万5.0万股$100.7万4.0万股+1.0万股+25.59%加仓
I景顺自营指数基金BSCX
1.13%1%$127.0万6.0万股$101.4万4.8万股+1.2万股+25.75%加仓
雪佛龙CVX
1.08%1.32%$122.0万7,361股$133.1万6,432股+929股+14.44%加仓
AFLAC COMAFL
1.04%1.06%$117.0万9,978股$107.1万9,766股+212股+2.17%加仓
艾默生电气EMR
0.89%0.89%$100.8万7,040股$90.0万6,870股+170股+2.47%加仓
SYSCO COMSYY
0.89%0.83%$100.6万1.2万股$83.3万1.2万股+358股+3.07%加仓
DDeckersSGVT
0.89%$100.3万1.0万股$00股+1.0万股新买入
LOWES COS COMLOW
0.83%0.96%$93.2万4,228股$96.7万4,093股+135股+3.30%加仓
博通AVGO
0.82%0.28%$92.0万2,435股$28.0万905股+1,530股+169.06%加仓
嘉信理财SCHW
0.81%0.89%$91.2万9,889股$89.9万9,568股+321股+3.35%加仓

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