Argos Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Argos Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 224 只证券,申报市值合计 3.78 亿美元。前几大持仓:GLDM(16.36%)、KLAC(11.27%)、IAU(8.82%)。本季前 25 大持仓中:增持 16 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | $61.8M | 16.36% | 777,903 | 减持 |
| 2 | KLAC | KLA CORP | $42.6M | 11.27% | 141,062 | 增持 |
| 3 | IAU | ISHARES GOLD TR | $33.3M | 8.82% | 440,971 | 增持 |
| 4 | GLD | SPDR GOLD TR | $24.9M | 6.58% | 67,482 | 增持 |
| 5 | AAPL | APPLE INC | $20.7M | 5.48% | 71,496 | 增持 |
| 6 | GLTR | ABRDN PRECIOUS METALS BASKET | $14.5M | 3.83% | 79,819 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $12.7M | 3.35% | 33,952 | 增持 |
| 8 | FNDX | SCHWAB STRATEGIC TR | $7.1M | 1.89% | 229,163 | 增持 |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.0M | 1.59% | 8 | 持平 |
| 10 | GOOGL | ALPHABET INC | $5.7M | 1.50% | 15,817 | 减持 |
| 11 | TT | TRANE TECHNOLOGIES PLC | $4.9M | 1.30% | 9,961 | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $4.8M | 1.26% | 6,388 | 增持 |
| 13 | GOOG | ALPHABET INC | $4.7M | 1.23% | 13,195 | 增持 |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.6M | 1.21% | 9,585 | 减持 |
| 15 | EFA | ISHARES TR | $4.2M | 1.12% | 40,884 | 持平 |
| 16 | AMZN | AMAZON COM INC | $3.5M | 0.93% | 14,801 | 增持 |
| 17 | FNDA | SCHWAB STRATEGIC TR | $3.1M | 0.81% | 80,417 | 增持 |
| 18 | IWD | ISHARES TR | $3.1M | 0.81% | 12,591 | 减持 |
| 19 | XOM | EXXON MOBIL CORP | $2.9M | 0.78% | 21,534 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $2.8M | 0.74% | 13,874 | 增持 |
| 21 | FIX | COMFORT SYS USA INC | $2.8M | 0.73% | 1,400 | 持平 |
| 22 | JNJ | JOHNSON & JOHNSON | $2.5M | 0.67% | 9,893 | 增持 |
| 23 | VV | VANGUARD INDEX FDS | $2.5M | 0.66% | 7,275 | 持平 |
| 24 | FNDF | SCHWAB STRATEGIC TR | $2.3M | 0.61% | 43,913 | 增持 |
| 25 | META | META PLATFORMS INC | $2.3M | 0.61% | 4,102 | 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