Arq Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Arq Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 209 只证券,申报市值合计 8.07 亿美元。前几大持仓:AVUS(3.32%)、GARP(3.07%)、RECS(2.58%)。本季前 25 大持仓中:新建仓 7 只、增持 17 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $26.8M | 3.32% | 209,287 | 增持 |
| 2 | GARP | ISHARES TR | $24.8M | 3.07% | 311,203 | 增持 |
| 3 | RECS | COLUMBIA ETF TR I | $20.8M | 2.58% | 468,514 | 增持 |
| 4 | JFLX | J P MORGAN EXCHANGE TRADED F | $19.3M | 2.39% | 386,223 | 新建仓 |
| 5 | AUSF | GLOBAL X FDS | $18.1M | 2.25% | 357,877 | 增持 |
| 6 | DBAW | DBX ETF TR | $17.6M | 2.18% | 367,976 | 增持 |
| 7 | AVUV | AMERICAN CENTY ETF TR | $17.1M | 2.12% | 135,602 | 增持 |
| 8 | JMOM | J P MORGAN EXCHANGE TRADED F | $17.0M | 2.10% | 206,445 | 增持 |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | $16.8M | 2.08% | 336,222 | 新建仓 |
| 10 | JAAA | JANUS DETROIT STR TR | $16.7M | 2.07% | 329,401 | 新建仓 |
| 11 | MGV | VANGUARD WORLD FD | $16.7M | 2.07% | 102,562 | 增持 |
| 12 | IUS | INVESCO EXCH TRD SLF IDX FD | $16.6M | 2.05% | 247,525 | 增持 |
| 13 | QEFA | SPDR INDEX SHS FDS | $14.5M | 1.80% | 149,024 | 增持 |
| 14 | JAVA | J P MORGAN EXCHANGE TRADED F | $14.4M | 1.78% | 179,615 | 增持 |
| 15 | DBEF | DBX ETF TR | $14.1M | 1.75% | 257,043 | 增持 |
| 16 | QUAL | ISHARES TR | $13.2M | 1.64% | 60,788 | 增持 |
| 17 | SGOV | ISHARES TR | $13.2M | 1.64% | 131,343 | 新建仓 |
| 18 | AVDE | AMERICAN CENTY ETF TR | $13.1M | 1.63% | 145,160 | 增持 |
| 19 | FNDF | SCHWAB STRATEGIC TR | $12.1M | 1.50% | 225,837 | 减持 |
| 20 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $11.9M | 1.48% | 425,045 | 新建仓 |
| 21 | HEFA | ISHARES TR | $11.5M | 1.42% | 247,496 | 增持 |
| 22 | JMBS | JANUS DETROIT STR TR | $10.8M | 1.34% | 243,493 | 新建仓 |
| 23 | QUS | SPDR SERIES TRUST | $10.7M | 1.33% | 57,189 | 增持 |
| 24 | SPYM | SPDR SERIES TRUST | $10.7M | 1.32% | 121,370 | 增持 |
| 25 | JPIB | J P MORGAN EXCHANGE TRADED F | $9.9M | 1.23% | 207,372 | 新建仓 |
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