PKS Advisory Services, LLC
ALBANY NY · SEC CIK 0001605401
$4.15亿2026Q1 申报市值
228持仓数
40.4%前十大占比 · 第一大 7.2%
8 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVE 加仓+$2,691.13万
FENI 新建仓+$288.73万
DIVB 新建仓+$213.38万
VYMI 新建仓+$174.38万
SPY 加仓+$158.71万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$4,268.60万
GSIE 清仓-$341.19万
SCHD 减仓-$155.99万
COWZ 减仓-$83.93万
HAWX 清仓-$73.39万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IDV | ISHARES TR | $134.44万 | 0.32% | 31,589 | 2,902 | 10.1% | $12.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $134.56万 | 0.32% | 7,008 | -1,957 | -21.8% | -$37.58万 | 减仓 |
| BX | BLACKSTONE INC | $134.80万 | 0.33% | 11,723 | 75 | 0.6% | $8,624 | 加仓 |
| IGIB | ISHARES TR | $137.87万 | 0.33% | 25,906 | 1,394 | 5.7% | $7.42万 | 加仓 |
| MOAT | VANECK ETF TRUST | $139.86万 | 0.34% | 14,463 | 200 | 1.4% | $1.93万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $141.49万 | 0.34% | 24,963 | 618 | 2.5% | $3.50万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $141.86万 | 0.34% | 67,683 | -10,394 | -13.3% | -$21.79万 | 减仓 |
| GEV | GE VERNOVA INC | $146.57万 | 0.35% | 1,678 | 68 | 4.2% | $5.94万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $149.37万 | 0.36% | 20,575 | 559 | 2.8% | $4.06万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $163.08万 | 0.39% | 53,155 | -50,845 | -48.9% | -$155.99万 | 减仓 |
| COWZ | PACER FDS TR | $168.45万 | 0.41% | 26,927 | -13,416 | -33.3% | -$83.93万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $174.38万 | 0.42% | 18,504 | 18,504 | — | $174.38万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $176.90万 | 0.43% | 21,722 | 645 | 3.1% | $5.25万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $179.31万 | 0.43% | 45,476 | 903 | 2.0% | $3.56万 | 加仓 |
| IJS | ISHARES TR | $179.79万 | 0.43% | 15,174 | -305 | -2.0% | -$3.61万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $189.11万 | 0.46% | 38,135 | 2,359 | 6.6% | $11.70万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $189.70万 | 0.46% | 22,341 | -2,058 | -8.4% | -$17.47万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $191.69万 | 0.46% | 213,222 | 33,852 | 18.9% | $30.43万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $195.14万 | 0.47% | 57,785 | 79 | 0.1% | $2,668 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $201.89万 | 0.49% | 18,224 | 1,007 | 5.8% | $11.16万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $201.90万 | 0.49% | 25,055 | 1,676 | 7.2% | $13.51万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $212.64万 | 0.51% | 55,959 | -1,759 | -3.0% | -$6.68万 | 减仓 |
| DIVB | ISHARES TR | $213.38万 | 0.51% | 39,551 | 39,551 | — | $213.38万 | 新建仓 |
| IWM | ISHARES TR | $216.31万 | 0.52% | 8,772 | -31 | -0.4% | -$7,644 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $216.68万 | 0.52% | 4,527 | 318 | 7.6% | $15.22万 | 加仓 |
| GOOG | ALPHABET INC | $224.55万 | 0.54% | 7,791 | 255 | 3.4% | $7.35万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $227.63万 | 0.55% | 44,528 | 1,410 | 3.3% | $7.21万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $234.05万 | 0.56% | 3,795 | -41 | -1.1% | -$2.53万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $254.24万 | 0.61% | 19,130 | -761 | -3.8% | -$10.11万 | 减仓 |
| TIP | ISHARES TR | $260.49万 | 0.63% | 25,732 | 1,983 | 8.3% | $20.07万 | 加仓 |
| META | META PLATFORMS INC | $260.99万 | 0.63% | 4,536 | 247 | 5.8% | $14.21万 | 加仓 |
| — | EXXON MOBIL CORP | $271.17万 | 0.65% | 16,910 | -461 | -2.7% | -$7.39万 | 减仓 |
| SDY | SPDR SERIES TRUST | $276.79万 | 0.67% | 18,961 | 141 | 0.7% | $2.06万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $278.74万 | 0.67% | 9,472 | 4,050 | 74.7% | $119.18万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $283.89万 | 0.68% | 28,336 | 2,111 | 8.0% | $21.15万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $288.73万 | 0.70% | 77,615 | 77,615 | — | $288.73万 | 新建仓 |
| GLD | SPDR GOLD TR | $302.00万 | 0.73% | 7,015 | 481 | 7.4% | $20.71万 | 加仓 |
| VO | VANGUARD INDEX FDS | $305.26万 | 0.74% | 10,629 | 845 | 8.6% | $24.27万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $318.44万 | 0.77% | 46,709 | 3,229 | 7.4% | $22.01万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $318.66万 | 0.77% | 26,862 | 111 | 0.4% | $1.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $329.59万 | 0.80% | 8,864 | -118 | -1.3% | -$4.39万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $353.95万 | 0.85% | 88,070 | 10,970 | 14.2% | $44.09万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $373.66万 | 0.90% | 104,639 | 20,301 | 24.1% | $72.49万 | 加仓 |
| GOOGL | ALPHABET INC | $376.99万 | 0.91% | 13,065 | -719 | -5.2% | -$20.75万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $379.01万 | 0.91% | 61,051 | 1,225 | 2.0% | $7.60万 | 加仓 |
| LQD | ISHARES TR | $385.38万 | 0.93% | 35,346 | -941 | -2.6% | -$10.26万 | 减仓 |
| PYLD | PIMCO ETF TR | $401.63万 | 0.97% | 153,293 | 7,589 | 5.2% | $19.88万 | 加仓 |
| DVY | ISHARES TR | $406.14万 | 0.98% | 26,824 | -66 | -0.2% | -$9,993 | 减仓 |
| AGG | ISHARES TR | $428.85万 | 1.03% | 43,147 | -3,653 | -7.8% | -$36.31万 | 减仓 |
| AMZN | AMAZON COM INC | $434.51万 | 1.05% | 20,488 | 656 | 3.3% | $13.91万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $462.28万 | 1.12% | 101,332 | 4,911 | 5.1% | $22.40万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $483.54万 | 1.17% | 96,476 | 4,550 | 4.9% | $22.80万 | 加仓 |
| IVV | ISHARES TR | $494.74万 | 1.19% | 7,574 | -65,348 | -89.6% | -$4,268.60万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $518.71万 | 1.25% | 11,199 | 529 | 5.0% | $24.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $523.75万 | 1.26% | 29,950 | -1,406 | -4.5% | -$24.59万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $570.66万 | 1.38% | 17,788 | 697 | 4.1% | $22.36万 | 加仓 |
| IEFA | ISHARES TR | $640.23万 | 1.54% | 70,671 | 847 | 1.2% | $7.67万 | 加仓 |
| IVW | ISHARES TR | $842.20万 | 2.03% | 74,436 | 3,042 | 4.3% | $34.42万 | 加仓 |
| AAPL | APPLE INC | $1,453.12万 | 3.51% | 57,187 | -1,510 | -2.6% | -$38.37万 | 减仓 |
| IJR | ISHARES TR | $1,986.16万 | 4.79% | 159,751 | -741 | -0.5% | -$9.21万 | 减仓 |
| IJH | ISHARES TR | $2,035.31万 | 4.91% | 301,168 | 592 | 0.2% | $4.00万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,839.26万 | 6.85% | 49,186 | 1,752 | 3.7% | $101.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,889.42万 | 6.97% | 44,295 | 2,433 | 5.8% | $158.71万 | 加仓 |
| IVE | ISHARES TR | $2,975.29万 | 7.18% | 140,909 | 127,451 | 947.0% | $2,691.13万 | 加仓 |