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Arbor Wealth Advisors LLC · 13F 持仓分析
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Arbor Wealth Advisors LLC

No.7846 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.64亿
环比变动 Q1 2026
+$2,100.6万+14.7%
持仓股票数
60
新买入
4
加仓
16
减仓
5
清仓
0
持股不变
35
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
V先锋领航指数基金VTV
22.8%23.3%$3,729.6万17.1万股$3,322.1万16.9万股+1,814股+1.07%加仓
V先锋领航STAR基金VXUS
16.39%16.88%$2,680.5万31.4万股$2,406.2万31.2万股+1,496股+0.48%加仓
V先锋领航指数基金VB
9.34%9.26%$1,527.2万5.0万股$1,319.5万5.0万股+5股+0.01%加仓
V先锋领航·SMALLVBR
5.37%5.52%$878.3万3.6万股$786.9万3.6万股-77股-0.21%减仓
G通用动力VTI
4.72%4.6%$771.8万2.1万股$656.3万2.0万股+399股+1.95%加仓
BORGWARNERBWA
4.41%4.14%$721.9万10.9万股$589.9万10.9万股00.00%持仓不变
DDimensional维度ETF信托DFAC
3.14%3.16%$513.6万11.6万股$449.9万11.6万股00.00%持仓不变
AAvantis·U SAVUV
2.76%2.32%$450.8万3.6万股$331.4万3.0万股+6,133股+20.44%加仓
V先锋领航债券指数基金BSV
2.21%2.22%$361.5万4.6万股$316.0万4.0万股+6,100股+15.14%加仓
V先锋领航国际股票指数基金VSS
2.19%2.37%$358.2万2.3万股$338.4万2.3万股00.00%持仓不变
V先锋领航·FTSEVEA
2.03%2.1%$332.3万4.7万股$298.8万4.7万股00.00%持仓不变
SSPDR标普500 ETFSPY
2.03%2.03%$331.6万4,441股$288.8万4,441股00.00%持仓不变
卡特彼勒CAT
1.59%1.21%$259.5万2,437股$172.7万2,437股00.00%持仓不变
IiShares安硕信托IVV
1.41%1.41%$231.1万3,086股$201.0万3,078股+8股+0.26%加仓
LEARLEA
1.16%1.21%$190.2万1.4万股$171.8万1.4万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
1.13%1.24%$184.7万3,692股$176.9万3,692股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
1.06%1.1%$173.4万7,330股$157.4万7,320股+10股+0.14%加仓
V先锋领航·INSTL INDEX FDVBIL
1.02%0.89%$166.8万2.2万股$126.7万1.7万股+5,300股+31.65%加仓
V先锋领航·FSTEVWO
0.86%0.89%$140.2万2.3万股$127.0万2.3万股+3股+0.01%加仓
微软MSFT
0.75%0.82%$122.3万3,278股$117.1万3,163股+115股+3.64%加仓
黑石集团BX
0.67%0.76%$110.3万9,370股$107.7万9,370股00.00%持仓不变
通用动力GD
0.67%0.75%$109.6万3,095股$106.2万3,095股00.00%持仓不变
AAPTIVAPTV
0.64%0.83%$104.1万1.7万股$117.8万1.7万股00.00%持仓不变
V先锋领航指数基金VOO
0.63%0.63%$102.7万1,496股$89.4万1,496股00.00%持仓不变
摩根大通JPM
0.62%0.64%$101.3万3,096股$91.1万3,096股00.00%持仓不变
DDimensional维度·USDFUV
0.6%0.61%$98.9万1.8万股$87.2万1.8万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.58%0.55%$95.0万2,690股$77.8万2,712股-22股-0.81%减仓
SSANDISK COMSNDK
0.48%0.16%$78.4万345股$23.1万364股-19股-5.22%减仓
V先锋领航白厅基金VYM
0.47%0.51%$77.6万4,909股$72.7万4,909股00.00%持仓不变
谷歌AGOOGL
0.45%0.42%$73.2万2,048股$59.8万2,078股-30股-1.44%减仓
A美国世纪ETF信托AVLV
0.43%0.4%$70.6万7,735股$56.6万7,020股+715股+10.19%加仓
可口可乐KO
0.41%0.44%$67.2万8,265股$62.9万8,265股00.00%持仓不变
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.36%0.36%$58.9万5,337股$51.9万5,337股00.00%持仓不变
S道富SPYV
0.36%0.38%$58.7万9,650股$54.6万9,650股00.00%持仓不变
伊顿ETN
0.36%0.34%$58.2万1,366股$48.9万1,366股00.00%持仓不变
DTE ENERGY COMDTE
0.35%0.39%$58.0万3,808股$55.7万3,808股00.00%持仓不变
V先锋领航指数基金VNQ
0.35%0.37%$57.9万6,000股$53.2万6,000股00.00%持仓不变
亚马逊AMZN
0.35%0.35%$57.1万2,396股$49.2万2,363股+33股+1.40%加仓
IiShares安硕·RUSSELLIWB
0.33%0.33%$54.1万1,322股$47.1万1,322股00.00%持仓不变
波音BA
0.32%$52.6万2,430股$00股+2,430股新买入
福特F
0.32%0.3%$51.7万3.7万股$43.0万3.7万股00.00%持仓不变
苹果AAPL
0.31%0.3%$50.0万1,729股$42.1万1,657股+72股+4.35%加仓
IiShares安硕·COREIJR
0.29%0.28%$46.9万3,164股$39.3万3,164股00.00%持仓不变
V先锋领航债券指数基金BIV
0.29%0.23%$46.9万6,112股$33.0万4,272股+1,840股+43.07%加仓
IiShares安硕信托IWD
0.28%0.29%$46.3万1,910股$40.8万1,910股00.00%持仓不变
雷神技术RTX
0.28%0.32%$45.2万2,382股$45.9万2,382股00.00%持仓不变
家得宝HD
0.25%0.27%$40.6万1,152股$37.9万1,152股00.00%持仓不变
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.24%0.24%$39.2万4,765股$33.9万4,765股00.00%持仓不变
COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH
0.23%0.42%$37.2万9,600股$59.2万9,652股-52股-0.54%减仓
博通AVGO
0.2%0.19%$32.5万860股$26.6万860股00.00%持仓不变

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