Archvest Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
Archvest Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 1.73 亿美元。前几大持仓：TDTF（23.16%）、IVV（8.98%）、DFAI（8.65%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TDTF | FLEXSHARES TR | $40.0M | 23.16% | 1.7M | 增持 |
| 2 | IVV | ISHARES TR | $15.5M | 8.98% | 20,719 | 增持 |
| 3 | DFAI | DIMESIONAL ETF TRUST | $15.0M | 8.65% | 362,454 | 减持 |
| 4 | VNQ | VANGUARD INDEX FDS | $11.7M | 6.78% | 121,526 | 增持 |
| 5 | IMTM | ISHARES TR | $9.8M | 5.68% | 183,959 | 减持 |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $7.5M | 4.33% | 89,438 | 减持 |
| 7 | MTUM | ISHARES TR | $6.9M | 4.02% | 20,243 | 增持 |
| 8 | AAPL | APPLE INC | $5.7M | 3.31% | 19,785 | 增持 |
| 9 | VTV | VANGUARD INDEX FDS | $4.7M | 2.69% | 21,359 | 增持 |
| 10 | VEA | VANGUARD TAX-MANATGED INTL FD | $3.4M | 1.99% | 48,361 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $3.1M | 1.82% | 15,733 | 增持 |
| 12 | GSLC | GOLDMAN SACHS ETF TR | $3.1M | 1.79% | 21,764 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $2.4M | 1.40% | 6,481 | 增持 |
| 14 | AMZN | AMAZON INC | $2.2M | 1.29% | 9,375 | 增持 |
| 15 | TIP | ISHARES TR | $2.2M | 1.26% | 19,845 | 增持 |
| 16 | SCHP | SCHWAB STRATEGIC TR | $2.0M | 1.13% | 73,790 | 增持 |
| 17 | IGIB | ISHARES TR | $1.9M | 1.09% | 35,269 | 增持 |
| 18 | VCIT | VANGUARD SCOTTSDALE FDS | $1.8M | 1.06% | 22,194 | 减持 |
| 19 | GOOGL | ALPHABET INC | $1.8M | 1.02% | 4,945 | 增持 |
| 20 | LLY | ELI LILLY & CO | $1.8M | 1.02% | 1,466 | 增持 |
| 21 | VTI | VANGUARD INDEX FDS | $1.7M | 1.01% | 4,701 | 增持 |
| 22 | GOOG | ALPHABET INC CAP STK | $1.7M | 0.98% | 4,799 | 增持 |
| 23 | FNDF | SCHWAB STRATEGIC TR | $1.5M | 0.85% | 27,789 | 增持 |
| 24 | QQQ | INVESCO QQQ TR | $1.4M | 0.81% | 1,902 | 减持 |
| 25 | AVGO | BROADCOM INC | $1.2M | 0.72% | 3,287 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR