PKS Advisory Services, LLC
ALBANY NY · SEC CIK 0001605401
$6.27亿2026Q2 申报市值
380持仓数
36.6%前十大占比 · 第一大 8.9%
136 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$5,037.48万
TPL 加仓+$1,306.99万
EEM 加仓+$487.79万
VOOG 新建仓+$374.19万
SPYM 加仓+$324.57万
2026Q2 卖出最多 按季末市值估算
IVE 减仓-$2,794.49万
SHLD 清仓-$119.71万
VOO 减仓-$112.84万
FDL 减仓-$93.03万
XLK 减仓-$75.97万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ROKU | ROKU INC | $29.98万 | 0.05% | 2,170 | 48 | 2.3% | $6,631 | 加仓 |
| DIVO | AMPLIFY ETF TR | $30.03万 | 0.05% | 6,571 | 6,571 | — | $30.03万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $30.12万 | 0.05% | 1,267 | -112 | -8.1% | -$2.66万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $30.39万 | 0.05% | 4,144 | -739 | -15.1% | -$5.42万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.49万 | 0.05% | 8,690 | 8,690 | — | $30.49万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $30.53万 | 0.05% | 1,727 | 1,727 | — | $30.53万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $30.63万 | 0.05% | 3,993 | 42 | 1.1% | $3,222 | 加仓 |
| CF | CF INDUSTRIES HOLD | $30.66万 | 0.05% | 2,832 | 2,832 | — | $30.66万 | 新建仓 |
| PEP | PEPSICO INC | $30.66万 | 0.05% | 2,265 | 533 | 30.8% | $7.22万 | 加仓 |
| TXN | TEXAS INSTRS INC | $31.40万 | 0.05% | 1,053 | 1,053 | — | $31.40万 | 新建仓 |
| UNP | UNION PAC CORP | $32.09万 | 0.05% | 1,181 | 215 | 22.3% | $5.84万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $32.74万 | 0.05% | 11,016 | 11,016 | — | $32.74万 | 新建仓 |
| FDRR | FIDELITY COVINGTON TRUST | $32.85万 | 0.05% | 5,062 | -4,464 | -46.9% | -$28.97万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $33.60万 | 0.05% | 4,012 | 4,012 | — | $33.60万 | 新建仓 |
| LOW | LOWES COS INC | $34.00万 | 0.05% | 1,541 | 107 | 7.5% | $2.36万 | 重新持有 |
| LNG | CHENIERE ENERGY INC | $34.12万 | 0.05% | 1,428 | 1,428 | — | $34.12万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $34.62万 | 0.06% | 9,459 | 9,459 | — | $34.62万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.88万 | 0.06% | 6,055 | 551 | 10.0% | $3.17万 | 加仓 |
| SLVP | ISHARES INC | $35.24万 | 0.06% | 11,431 | 11,431 | — | $35.24万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.44万 | 0.06% | 741 | 741 | — | $35.44万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $35.55万 | 0.06% | 15,368 | 15,368 | — | $35.55万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $36.05万 | 0.06% | 9,942 | 9,942 | — | $36.05万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $36.07万 | 0.06% | 3,216 | 3,216 | — | $36.07万 | 新建仓 |
| IEUR | ISHARES TR | $36.68万 | 0.06% | 4,881 | 740 | 17.9% | $5.56万 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $37.62万 | 0.06% | 18,122 | 18,122 | — | $37.62万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $37.67万 | 0.06% | 7,145 | 7,145 | — | $37.67万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $37.86万 | 0.06% | 2,522 | 3 | 0.1% | $450 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $37.95万 | 0.06% | 1,628 | -2,577 | -61.3% | -$60.07万 | 减仓 |
| CROX | CROCS INC | $38.27万 | 0.06% | 3,172 | 3,172 | — | $38.27万 | 新建仓 |
| TJX | TJX COS INC NEW | $38.78万 | 0.06% | 2,559 | 2,559 | — | $38.78万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $39.63万 | 0.06% | 6,664 | 6,664 | — | $39.63万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $40.04万 | 0.06% | 3,485 | -3,184 | -47.7% | -$36.58万 | 减仓 |
| SGOV | ISHARES TR | $40.17万 | 0.06% | 3,991 | 336 | 9.2% | $3.38万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $40.37万 | 0.06% | 529 | 29 | 5.8% | $2.21万 | 重新持有 |
| MSB | MESABI TR | $40.42万 | 0.06% | 15,975 | 15,975 | — | $40.42万 | 新建仓 |
| SHYG | ISHARES TR | $40.88万 | 0.07% | 9,641 | 878 | 10.0% | $3.72万 | 加仓 |
| O | REALTY INCOME CORP | $41.22万 | 0.07% | 6,653 | 438 | 7.0% | $2.71万 | 加仓 |
| EPI | WISDOMTREE TR | $41.87万 | 0.07% | 9,790 | -15,445 | -61.2% | -$66.05万 | 减仓 |
| XAR | SPDR SERIES TRUST | $41.89万 | 0.07% | 1,475 | 57 | 4.0% | $1.62万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $41.98万 | 0.07% | 973 | 973 | — | $41.98万 | 新建仓 |
| OR | OR ROYALTIES INC. | $41.98万 | 0.07% | 13,272 | 13,272 | — | $41.98万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $42.21万 | 0.07% | 17,948 | 17,948 | — | $42.21万 | 新建仓 |
| KO | COCA COLA CO | $42.27万 | 0.07% | 5,201 | 5,201 | — | $42.27万 | 新建仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $42.91万 | 0.07% | 9,746 | -198 | -2.0% | -$8,718 | 减仓 |
| AFL | AFLAC INC | $42.97万 | 0.07% | 3,665 | -672 | -15.5% | -$7.88万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $43.25万 | 0.07% | 2,677 | 2,677 | — | $43.25万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $43.30万 | 0.07% | 4,463 | 21 | 0.5% | $2,037 | 加仓 |
| PG | PROCTER & GAMBLE CO | $43.47万 | 0.07% | 2,964 | 836 | 39.3% | $12.26万 | 加仓 |
| ORCL | ORACLE CORP | $43.67万 | 0.07% | 2,980 | -268 | -8.3% | -$3.93万 | 减仓 |
| WM | WASTE MGMT INC DEL | $43.92万 | 0.07% | 1,969 | 497 | 33.8% | $11.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $43.94万 | 0.07% | 608 | 608 | — | $43.94万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $43.96万 | 0.07% | 2,657 | 677 | 34.2% | $11.20万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $44.22万 | 0.07% | 3,232 | 248 | 8.3% | $3.39万 | 加仓 |
| CRWV | COREWEAVE INC | $44.40万 | 0.07% | 4,461 | 4,461 | — | $44.40万 | 新建仓 |
| BAC | BANK OF AMER CORP | $45.11万 | 0.07% | 7,918 | 3,851 | 94.7% | $21.94万 | 重新持有 |
| T | AT&T INC | $45.35万 | 0.07% | 21,908 | -2,332 | -9.6% | -$4.83万 | 减仓 |
| BIL | SPDR SERIES TRUST | $45.51万 | 0.07% | 4,966 | 4,966 | — | $45.51万 | 新建仓 |
| — | LISTED FDS TR | $45.64万 | 0.07% | 10,924 | -442 | -3.9% | -$1.85万 | 重新持有 |
| PXF | INVESCO EXCH TRADED FD TR II | $45.82万 | 0.07% | 6,057 | 6,057 | — | $45.82万 | 新建仓 |
| RIO | RIO TINTO PLC | $45.84万 | 0.07% | 4,829 | 4,829 | — | $45.84万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $46.71万 | 0.07% | 7,748 | -165 | -2.1% | -$9,946 | 减仓 |
| IGSB | ISHARES TR | $46.84万 | 0.07% | 8,938 | 1,266 | 16.5% | $6.63万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $47.34万 | 0.08% | 1,399 | 1,399 | — | $47.34万 | 新建仓 |
| JOE | ST JOE CO | $47.55万 | 0.08% | 7,592 | 7,592 | — | $47.55万 | 新建仓 |
| B | BARRICK MNG CORP | $48.01万 | 0.08% | 13,069 | 13,069 | — | $48.01万 | 新建仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $48.34万 | 0.08% | 11,737 | 6,412 | 120.4% | $26.41万 | 重新持有 |
| FEGE | RBB FUND TRUST | $48.86万 | 0.08% | 9,988 | 368 | 3.8% | $1.80万 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $49.04万 | 0.08% | 14,142 | 644 | 4.8% | $2.23万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $49.38万 | 0.08% | 9,537 | 9,537 | — | $49.38万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $51.47万 | 0.08% | 2,928 | 2,928 | — | $51.47万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $52.20万 | 0.08% | 9,970 | -1,112 | -10.0% | -$5.82万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $52.29万 | 0.08% | 11,488 | 11,488 | — | $52.29万 | 新建仓 |
| IWL | ISHARES TR | $52.30万 | 0.08% | 2,826 | -1,683 | -37.3% | -$31.15万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $52.82万 | 0.08% | 16,521 | -246 | -1.5% | -$7,865 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $53.07万 | 0.08% | 11,525 | 2,360 | 25.8% | $10.87万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $53.12万 | 0.08% | 2,246 | 102 | 4.8% | $2.41万 | 加仓 |
| BA | BOEING CO | $53.39万 | 0.09% | 2,467 | 628 | 34.1% | $13.59万 | 重新持有 |
| CORP | PIMCO ETF TR | $53.51万 | 0.09% | 5,522 | 5,522 | — | $53.51万 | 新建仓 |
| NFLX | NETFLIX INC. | $54.11万 | 0.09% | 7,579 | 1,472 | 24.1% | $10.51万 | 加仓 |
| VV | VANGUARD INDEX FDS | $54.29万 | 0.09% | 1,579 | 1,579 | — | $54.29万 | 新建仓 |
| SLB | SLB LIMITED | $54.44万 | 0.09% | 11,709 | 11,709 | — | $54.44万 | 新建仓 |
| IWR | ISHARES TR | $54.71万 | 0.09% | 4,958 | -1,150 | -18.8% | -$12.69万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $55.05万 | 0.09% | 12,656 | 92 | 0.7% | $4,002 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $55.75万 | 0.09% | 4,138 | 4,138 | — | $55.75万 | 新建仓 |
| TRFM | ETF SER SOLUTIONS | $55.94万 | 0.09% | 8,855 | 8,855 | — | $55.94万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $57.30万 | 0.09% | 2,328 | 375 | 19.2% | $9.23万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $57.39万 | 0.09% | 3,407 | 1,425 | 71.9% | $24.01万 | 加仓 |
| CMI | CUMMINS INC | $57.47万 | 0.09% | 805 | -496 | -38.1% | -$35.41万 | 减仓 |
| IEMG | ISHARES INC | $59.36万 | 0.09% | 7,165 | 2,241 | 45.5% | $18.56万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $59.82万 | 0.10% | 10,372 | 4,213 | 68.4% | $24.30万 | 加仓 |
| GLW | CORNING INC | $60.75万 | 0.10% | 2,378 | -843 | -26.2% | -$21.53万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $61.67万 | 0.10% | 5,286 | 2,075 | 64.6% | $24.21万 | 加仓 |
| HYG | ISHARES TR | $61.71万 | 0.10% | 7,718 | 341 | 4.6% | $2.73万 | 加仓 |
| ETN | EATON CORP PLC | $61.74万 | 0.10% | 1,447 | -337 | -18.9% | -$14.38万 | 减仓 |
| CME | CME GROUP INC | $62.27万 | 0.10% | 2,820 | 2,820 | — | $62.27万 | 新建仓 |
| FELV | FIDELITY COVINGTON TRUST | $62.73万 | 0.10% | 15,648 | -12,633 | -44.7% | -$50.65万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $62.83万 | 0.10% | 44,467 | 44,467 | — | $62.83万 | 新建仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $64.18万 | 0.10% | 18,728 | 18,728 | — | $64.18万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $65.02万 | 0.10% | 10,886 | -402 | -3.6% | -$2.40万 | 减仓 |
| CCJ | CAMECO CORP | $65.18万 | 0.10% | 6,398 | 6,398 | — | $65.18万 | 新建仓 |