Arkfeld Wealth Strategies, L.L.C.

CIK 1789382 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$316.2M
按 13F 价值排名第 5040（共 9443） · 前 53.4%
持仓
115
截至
2026年3月31日 数据截至 Q1 2026

投资组合价值同比（季度）：+8.7% 13F不披露现金

前十大持仓权重
56.39%
前二十五大持仓权重
80.45%
持仓高于 1%
24
有效持仓数量
21.0

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q1 2026: 2.79% 估计买入 $17801912 · 卖出 $8468807

中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q1 2026 · 91.3% 仍持有

新仓位
5
增加
60
减少
39
已结清
3
本页内容

行业细分

Retail
25.3%
Energy
13.1%
Technology
12.2%
Communication Services
7.1%
Financial Services
4.2%
Industrials
2.6%
Consumer Staples
2.6%
Communications
1.9%
Logistics & Transportation
1.7%
Utilities
1.5%
Financials
1.1%
Consumer Discretionary
0.8%
Healthcare
0.7%
Telecommunication
0.6%
Materials
0.5%
Consumer products
0.4%
Paper & Forest
0.1%
其他/未映射
23.7%

完整投资组合 115 持仓

类型 连胜 8个季度趋势
BRKB $39908951 12.62% 84180 $2781753 上涨 ×5
AMZN Amazon.com, Inc. - Common Stock $36326620 11.49% 146184 $4688884 上涨 ×1
AAPL Apple Inc. - Common Stock $18534571 5.86% 69566 $1066937 上涨 ×1
CASY Caseys General Stores, Inc. - Common Stock $14881270 4.71% 20196 $3017273 下跌 ×5
GOOGL Alphabet Inc. - Class A Common Stock $13061043 4.13% 38743 $5200 下跌 ×3
CHRD Chord Energy Corporation - Common Stock $12689565 4.01% 97687 $3840257 下跌 ×4
TJX TJX Companies, Inc. (The) Common Stock $12311368 3.89% 76836 $372450 下跌 ×3
DINO HF Sinclair Corporation Common Stock $11916940 3.77% 204477 $-345349 下跌 ×1
RSPG $10131354 3.20% 100850 $1292816 下跌 ×3
MSFT Microsoft Corporation - Common Stock $8535359 2.70% 20756 $-1146098 上涨 ×2
GOOG Alphabet Inc. - Class C Capital Stock $8208890 2.60% 24543 $-148115 下跌 ×4
KMI Kinder Morgan, Inc. Common Stock $6639019 2.10% 209433 $855786 下跌 ×1
BRKA $6401111 2.02% 9 $441111 上涨 ×1
GLD $6264028 1.98% 14222 $-33841 下跌 ×5
SFM Sprouts Farmers Market, Inc. - Common Stock $6008861 1.90% 80193 $210560 上涨 ×2
CSCO Cisco Systems, Inc. - Common Stock $5329123 1.69% 64705 $13581 下跌 ×1
UPS United Parcel Service, Inc. Common Stock $5307534 1.68% 51246 $10950 上涨 ×4
BWXT BWX Technologies, Inc. Common Stock $5272152 1.67% 22113 $948707 下跌 ×4
WMT Walmart Inc. - Common Stock $4928299 1.56% 39502 $468563 下跌 ×1
PYPL PayPal Holdings, Inc. - Common Stock $4521404 1.43% 91212 $1522479 上涨 ×5
NVDA NVIDIA Corporation - Common Stock $4157540 1.31% 20906 $145182 下跌 ×2
IBKR Interactive Brokers Group, Inc. - Class A Common Stock $3536312 1.12% 44376 $419254 上涨 ×1
KHC The Kraft Heinz Company - Common Stock $3204082 1.01% 145574 $219420 上涨 ×5
KOF Coca Cola Femsa S.A.B. de C.V. American Depositary Shares, each representing 10 Units (each Unit consists of 3 Series B Shares and 5 Series L Shares) $3164262 1.00% 30658 $247126 下跌 ×1
TOST Toast, Inc. Class A Common Stock $3122747 0.99% 110893 $-796720 上涨 ×1
PPL PPL Corporation Common Stock $3054889 0.97% 77614 $366744 下跌 ×1
DVN Devon Energy Corporation Common Stock $2723371 0.86% 60212 $642861 下跌 ×1
COST Costco Wholesale Corporation - Common Stock $1984537 0.63% 2015 $360652 上涨 ×2
SPYG $1781709 0.56% 16291 $25758 上涨 ×2
TSLA Tesla, Inc. - Common Stock $1776709 0.56% 4533 $-4151 上涨 ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $1770617 0.56% 13897 $-768833 下跌 ×3
VOO $1753081 0.55% 2725 $-15104 下跌 ×2
SYM Symbotic Inc. - Class A Common Stock $1680140 0.53% 28603 $-315726 下跌 ×1
TGT Target Corporation Common Stock $1617507 0.51% 13164
NUE Nucor Corporation Common Stock $1615031 0.51% 8518 $226043 上涨 ×5
MPC Marathon Petroleum Corporation Common Stock $1554198 0.49% 6969 $361887 上涨 ×3
NEE NextEra Energy, Inc. Common Stock $1553727 0.49% 17029 $226257 上涨 ×5
SHV iShares 0-1 Year Treasury Bond ETF $1491325 0.47% 13530 $10149 上涨 ×2
OKE ONEOK, Inc. Common Stock $1437018 0.45% 17087 $211489 下跌 ×1
HOOD Robinhood Markets, Inc. - Class A Common Stock $1392230 0.44% 15944 上涨 ×1
IBM International Business Machines Corporation Common Stock $1388670 0.44% 5673 $-288073 上涨 ×1
SUB $1299125 0.41% 12187 $-15412 下跌 ×1
BAC Bank of America Corporation Common Stock $1255070 0.40% 23105 $-53943 下跌 ×3
JPM JP Morgan Chase & Co. Common Stock $1148578 0.36% 3754 $-74594 上涨 ×1
VZ Verizon Communications Inc. Common Stock $1118021 0.35% 24828 $347484 上涨 ×5
XLU XLU $1028393 0.33% 22347 $47104 下跌 ×1
XOM Exxon Mobil Corporation Common Stock $989824 0.31% 6643 $231439 上涨 ×5
CART Maplebear Inc. - Common Stock $811018 0.26% 19642 $-62191 上涨 ×2
PSX Phillips 66 Common Stock $732147 0.23% 4535 $98019 下跌 ×1
USMV $686932 0.22% 7312 $812 上涨 ×5
T AT&T Inc. $679232 0.21% 26678 $52810 上涨 ×5
JNJ Johnson & Johnson Common Stock $663311 0.21% 2779 $140917 上涨 ×4
BIL $608825 0.19% 6653 $-10318 下跌 ×1
SNOW Snowflake Inc. Common Stock $597280 0.19% 4134 $-376882 下跌 ×2
S SentinelOne, Inc. Class A Common Stock $582260 0.18% 43911 $-98777 上涨 ×2
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $568981 0.18% 6333 $118258 上涨 ×5
PG Procter & Gamble Company (The) Common Stock $567452 0.18% 3958 $34518 上涨 ×5
CAH Cardinal Health, Inc. Common Stock $565253 0.18% 2668 $14029 上涨 ×3
VLO Valero Energy Corporation Common Stock $563957 0.18% 2400 $124343 上涨 ×3
CVX Chevron Corporation Common Stock $547098 0.17% 2959 $100523 上涨 ×5
UNP Union Pacific Corporation Common Stock $543413 0.17% 2191 $101797 上涨 ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $542871 0.17% 3819 $-148058 上涨 ×3
VYM $532960 0.17% 3482 $30290 上涨 ×5
LLY Eli Lilly and Company Common Stock $524414 0.17% 579 $-117351
KO Coca-Cola Company (The) Common Stock $509553 0.16% 6766 $111243 上涨 ×5
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $492061 0.16% 947 $200139
NU Nu Holdings Ltd. Class A Ordinary Shares $487735 0.15% 31795 $-94928 下跌 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $485202 0.15% 1294 $66926 下跌 ×1
ANET Arista Networks, Inc. Common Stock $464842 0.15% 3012 $73041
MCD McDonald's Corporation Common Stock $460271 0.15% 1503 $8842 上涨 ×1
MRK Merck & Company, Inc. Common Stock (new) $441952 0.14% 3749 $149702 上涨 ×2
EPD Enterprise Products Partners L.P. Common Stock $436658 0.14% 11770 $63899 上涨 ×5
PEP PepsiCo, Inc. - Common Stock $431960 0.14% 2790 $64055 上涨 ×1
QCOM QUALCOMM Incorporated - Common Stock $427302 0.14% 3212 $-146811 上涨 ×5
V Visa Inc. $422395 0.13% 1337 $-53339
DIS Walt Disney Company (The) Common Stock $415734 0.13% 4035 $35655 上涨 ×2
SGOV iShares 0-3 Month Treasury Bond ETF $411602 0.13% 4094 $3928 上涨 ×5
GIS General Mills, Inc. Common Stock $406746 0.13% 11793 $179574 上涨 ×4
JD JD.com, Inc. - American Depositary Shares $401022 0.13% 12743 $31122 上涨 ×1
LOW Lowe's Companies, Inc. Common Stock $370729 0.12% 1519 $-4788 下跌 ×1
RDDT Reddit, Inc. Class A Common Stock $369892 0.12% 2334 $-229511 下跌 ×1
HPS John Hancock Preferred Income Fund III Preferred Income Fund III $368215 0.12% 25464 $11469 上涨 ×5
RGA Reinsurance Group of America, Incorporated Common Stock $366242 0.12% 1763 $12018 上涨 ×5
DG Dollar General Corporation Common Stock $355109 0.11% 2921 $-53339 上涨 ×2
SLV $350507 0.11% 4879 $-94696 下跌 ×1
SCHO $344307 0.11% 14192 $1053 上涨 ×3
PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests $344270 0.11% 15968 $56686
ORCL Oracle Corporation Common Stock $331493 0.10% 1952 $-89335 下跌 ×1
NEAR $326248 0.10% 6413 $-1369 上涨 ×2
MO Altria Group, Inc. $320747 0.10% 4979 $48393 上涨 ×5
GRMN Garmin Ltd. Common Stock (Switzerland) $310902 0.10% 1170 $65444 上涨 ×5
BP BP p.l.c. Common Stock $299150 0.09% 6486 $83060 上涨 ×2
CAT Caterpillar, Inc. Common Stock $288172 0.09% 374 $65110
DUK Duke Energy Corporation (Holding Company) Common Stock $271112 0.09% 2118 $26594 上涨 ×1
SCHW Charles Schwab Corporation (The) Common Stock $266457 0.08% 2657 $-3757 上涨 ×3
SHY iShares 1-3 Year Treasury Bond ETF $258074 0.08% 3128 $-379 上涨 ×3
ODC Oil-Dri Corporation Of America Common Stock $257155 0.08% 3684
INTC Intel Corporation - Common Stock $256523 0.08% 3950 $53811 下跌 ×1
SBUX Starbucks Corporation - Common Stock $250575 0.08% 2548 $19852 下跌 ×2
SUZ Suzano S.A. American Depositary Shares (each representing One Ordinary Share) $248895 0.08% 26117 $-27547 下跌 ×5

重仓股

持仓连续增加3个季度以上。

持股数量按13F申报数据报告（未按拆股调整）

证券 价值 % 占投资组合 连胜
BRKB $39908951 12.62% 上涨 ×5
UPS $5307534 1.68% 上涨 ×4
PYPL $4521404 1.43% 上涨 ×5
KHC $3204082 1.01% 上涨 ×5
NUE $1615031 0.51% 上涨 ×5
MPC $1554198 0.49% 上涨 ×3
NEE $1553727 0.49% 上涨 ×5
VZ $1118021 0.35% 上涨 ×5
XOM $989824 0.31% 上涨 ×5
USMV $686932 0.22% 上涨 ×5
T $679232 0.21% 上涨 ×5
JNJ $663311 0.21% 上涨 ×4
SHEL $568981 0.18% 上涨 ×5
PG $567452 0.18% 上涨 ×5
CAH $565253 0.18% 上涨 ×3

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
TGT $1617507 13164 0.51%
HOOD $1392230 15944 0.44%
ODC $257155 3684 0.08%
AMD $231792 898 0.07%
META $207865 310 0.07%

季度涨幅榜

证券 操作 股份变动 价值变动
AMZN 增持 +15K +$4.7M
CHRD 削减 -2K +$3.8M
CASY 削减 -487 +$3.0M
BRKB 增持 +9K +$2.8M
PYPL 增持 +40K +$1.5M
RSPG 削减 -9K +$1.3M
MSFT 增持 +731 -$1.1M
AAPL 增持 +2K +$1.1M
BWXT 削减 -377 +$949K
KMI 削减 -5K +$856K

已退出持仓

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度 先前持股数 先前价值 退出后价格
METC 2025年6月30日 227920 $1802847 -11.1%
TGT 2025年9月30日 13456 $1367106 81.1%
SMCI 2025年12月31日 6350 $329946 27.2%
TTE 2025年6月30日 4712 $267594 48.1%
BABA 2025年12月31日 1357 $255157 -16.7%
K 2025年12月31日 2769 $229049 不再跟踪
PGR 2025年12月31日 929 $228177 -3.4%
ODC 2025年12月31日 3673 $222753 87.4%
TSM 2025年3月31日 1049 $211227 153.1%
META 2025年12月31日 292 $207599 -16.9%
MMM 2026年3月31日 1262 $205514 23.8%
ABBV 2026年3月31日 879 $205173 21.3%
UBER 2026年3月31日 2370 $204270 8.7%
ET 2025年6月30日 10881 $181386 17.2%
AMRNXXXX 2025年6月30日 58000 $26581 不再跟踪