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 |
|---|---|---|---|---|---|---|---|---|
| MIAX | MIAMI INTL HLDGS INC | $65.19万 | 0.10% | 17,543 | 17,543 | — | $65.19万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $65.83万 | 0.11% | 7,500 | -493 | -6.2% | -$4.33万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $66.32万 | 0.11% | 5,573 | -2,200 | -28.3% | -$26.18万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $66.70万 | 0.11% | 10,606 | 10,606 | — | $66.70万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $67.24万 | 0.11% | 3,717 | 813 | 28.0% | $14.71万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $67.27万 | 0.11% | 5,464 | 5,464 | — | $67.27万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $67.83万 | 0.11% | 1,332 | 186 | 16.2% | $9.47万 | 重新持有 |
| PULS | PGIM ETF TR | $67.98万 | 0.11% | 13,719 | 258 | 1.9% | $1.28万 | 加仓 |
| XYLD | GLOBAL X FDS | $68.47万 | 0.11% | 16,787 | 1,010 | 6.4% | $4.12万 | 加仓 |
| GDX | VANECK ETF TRUST | $68.75万 | 0.11% | 9,111 | -3,199 | -26.0% | -$24.14万 | 减仓 |
| IQLT | ISHARES TR | $70.88万 | 0.11% | 14,304 | -1,126 | -7.3% | -$5.58万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $70.98万 | 0.11% | 10,944 | 10,944 | — | $70.98万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $71.03万 | 0.11% | 23,670 | -2,234 | -8.6% | -$6.70万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $71.04万 | 0.11% | 1,709 | 988 | 137.0% | $41.07万 | 重新持有 |
| RYN | RAYONIER INC | $71.89万 | 0.11% | 33,782 | 33,782 | — | $71.89万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $72.26万 | 0.12% | 11,200 | 2,460 | 28.1% | $15.87万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $72.40万 | 0.12% | 8,405 | -115 | -1.3% | -$9,906 | 减仓 |
| BUFP | PGIM ROCK ETF TR | $73.32万 | 0.12% | 22,875 | 1,029 | 4.7% | $3.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $73.84万 | 0.12% | 2,908 | 470 | 19.3% | $11.93万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $73.89万 | 0.12% | 1,108 | 16 | 1.5% | $1.07万 | 加仓 |
| USMV | ISHARES TR | $74.36万 | 0.12% | 7,710 | 485 | 6.7% | $4.68万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $74.68万 | 0.12% | 14,821 | 14,821 | — | $74.68万 | 新建仓 |
| DIS | DISNEY WALT CO | $74.85万 | 0.12% | 7,776 | 31 | 0.4% | $2,984 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $76.92万 | 0.12% | 15,909 | -8 | -0.1% | -$387 | 减仓 |
| BX | BLACKSTONE INC | $77.85万 | 0.12% | 6,615 | -5,108 | -43.6% | -$60.12万 | 减仓 |
| MO | ALTRIA GROUP INC | $78.10万 | 0.12% | 10,856 | 578 | 5.6% | $4.16万 | 加仓 |
| CVX | CHEVRON CORPORATION | $78.60万 | 0.13% | 4,739 | 1,994 | 72.6% | $33.07万 | 加仓 |
| ILF | ISHARES TR | $78.98万 | 0.13% | 23,402 | 23,402 | — | $78.98万 | 新建仓 |
| IJJ | ISHARES TR | $79.50万 | 0.13% | 5,382 | 654 | 13.8% | $9.66万 | 加仓 |
| FNV | FRANCO NEV CORP | $79.75万 | 0.13% | 3,827 | 3,827 | — | $79.75万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $80.42万 | 0.13% | 31,515 | -5,635 | -15.2% | -$14.38万 | 减仓 |
| — | ZACKS TRUST | $81.02万 | 0.13% | 27,729 | 27,729 | — | $81.02万 | 新建仓 |
| AMGN | AMGEN INC | $81.69万 | 0.13% | 2,255 | 641 | 39.7% | $23.22万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $81.88万 | 0.13% | 13,718 | -1,597 | -10.4% | -$9.53万 | 减仓 |
| QUAL | ISHARES TR | $83.43万 | 0.13% | 3,803 | -782 | -17.1% | -$17.16万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $83.83万 | 0.13% | 16,319 | 39 | 0.2% | $2,003 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $83.95万 | 0.13% | 19,829 | -312 | -1.5% | -$1.32万 | 减仓 |
| SOXX | ISHARES TR | $84.80万 | 0.14% | 1,324 | 288 | 27.8% | $18.45万 | 重新持有 |
| ABBV | ABBVIE INC | $85.59万 | 0.14% | 3,404 | -164 | -4.6% | -$4.12万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $86.79万 | 0.14% | 3,037 | -147 | -4.6% | -$4.20万 | 减仓 |
| PAAA | PGIM ETF TR | $87.07万 | 0.14% | 16,983 | -3,518 | -17.2% | -$18.04万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $88.05万 | 0.14% | 4,137 | -2,871 | -41.0% | -$61.11万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $89.46万 | 0.14% | 32,029 | 32,029 | — | $89.46万 | 新建仓 |
| IDU | ISHARES TR | $89.54万 | 0.14% | 7,813 | 455 | 6.2% | $5.21万 | 加仓 |
| DGRO | ISHARES TR | $90.04万 | 0.14% | 11,880 | -5,640 | -32.2% | -$42.74万 | 减仓 |
| OEF | ISHARES TR | $90.13万 | 0.14% | 2,463 | 216 | 9.6% | $7.90万 | 加仓 |
| COP | CONOCOPHILLIPS | $90.14万 | 0.14% | 8,670 | 8,670 | — | $90.14万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $90.38万 | 0.14% | 2,984 | 242 | 8.8% | $7.33万 | 加仓 |
| VGT | VANGUARD WORLD FD | $93.89万 | 0.15% | 7,854 | -74 | -0.9% | -$8,846 | 减仓 |
| SMIZ | ZACKS TRUST | $94.04万 | 0.15% | 21,075 | 21,075 | — | $94.04万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $94.77万 | 0.15% | 70,044 | 70,044 | — | $94.77万 | 新建仓 |
| SLV | ISHARES SILVER TR | $95.19万 | 0.15% | 17,803 | -998 | -5.3% | -$5.34万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $99.16万 | 0.16% | 4,002 | 1,774 | 79.6% | $43.95万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $100.21万 | 0.16% | 34,201 | 83 | 0.2% | $2,432 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $102.07万 | 0.16% | 41,916 | 77 | 0.2% | $1,875 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $103.01万 | 0.16% | 41,137 | 41,137 | — | $103.01万 | 新建仓 |
| MRK | MERCK & CO INC | $104.12万 | 0.17% | 8,103 | 1,450 | 21.8% | $18.63万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $104.23万 | 0.17% | 55,238 | 55,238 | — | $104.23万 | 新建仓 |
| CSCO | CISCO SYS INC | $104.92万 | 0.17% | 8,933 | -317 | -3.4% | -$3.72万 | 减仓 |
| IXUS | ISHARES TR | $105.42万 | 0.17% | 11,046 | 11,046 | — | $105.42万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $105.46万 | 0.17% | 21,401 | 1,742 | 8.9% | $8.58万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $107.03万 | 0.17% | 21,161 | 3,240 | 18.1% | $16.39万 | 加仓 |
| IUSB | ISHARES TR | $108.56万 | 0.17% | 23,521 | 11,959 | 103.4% | $55.19万 | 加仓 |
| IAU | ISHARES GOLD TR | $109.55万 | 0.17% | 14,508 | 14,508 | — | $109.55万 | 新建仓 |
| NOBL | PROSHARES TR | $111.17万 | 0.18% | 19,795 | -683 | -3.3% | -$3.84万 | 减仓 |
| BOND | PIMCO ETF TR | $111.92万 | 0.18% | 12,137 | -18 | -0.1% | -$1,660 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $112.51万 | 0.18% | 1,113 | 482 | 76.4% | $48.72万 | 加仓 |
| SNTH | TIDAL TRUST III | $113.05万 | 0.18% | 38,026 | 38,026 | — | $113.05万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $113.97万 | 0.18% | 5,229 | 2,398 | 84.7% | $52.26万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $114.93万 | 0.18% | 1,226 | 151 | 14.0% | $14.16万 | 加仓 |
| IWS | ISHARES TR | $116.14万 | 0.19% | 7,056 | 7,056 | — | $116.14万 | 新建仓 |
| IJT | ISHARES TR | $116.31万 | 0.19% | 6,513 | 973 | 17.6% | $17.38万 | 加仓 |
| RTX | RTX CORPORATION | $116.52万 | 0.19% | 6,140 | 485 | 8.6% | $9.20万 | 加仓 |
| HD | HOME DEPOT INC | $117.14万 | 0.19% | 3,322 | 980 | 41.8% | $34.56万 | 加仓 |
| GSC | GOLDMAN SACHS ETF TR | $118.06万 | 0.19% | 17,054 | 17,054 | — | $118.06万 | 新建仓 |
| ILCG | ISHARES TR | $118.65万 | 0.19% | 10,139 | 10,139 | — | $118.65万 | 新建仓 |
| LLY | ELI LILLY & CO | $119.10万 | 0.19% | 990 | 284 | 40.2% | $34.17万 | 加仓 |
| IFRA | ISHARES TR | $120.50万 | 0.19% | 19,115 | 10,788 | 129.6% | $68.01万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $123.63万 | 0.20% | 25,409 | -19,119 | -42.9% | -$93.03万 | 减仓 |
| CVS | CVS HEALTH CORP | $123.80万 | 0.20% | 11,966 | 29 | 0.2% | $3,000 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $126.36万 | 0.20% | 4,492 | 429 | 10.6% | $12.07万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $126.93万 | 0.20% | 16,062 | -5,660 | -26.1% | -$44.73万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $127.37万 | 0.20% | 8,211 | 8,211 | — | $127.37万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $128.09万 | 0.20% | 18,833 | 7,348 | 64.0% | $49.98万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $129.21万 | 0.21% | 51,934 | 999 | 2.0% | $2.49万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $130.48万 | 0.21% | 14,526 | -1,341 | -8.5% | -$12.05万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $130.92万 | 0.21% | 11,655 | 11,655 | — | $130.92万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $131.08万 | 0.21% | 4,279 | 179 | 4.4% | $5.48万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $131.51万 | 0.21% | 39,503 | 39,503 | — | $131.51万 | 新建仓 |
| GE | GE AEROSPACE | $134.42万 | 0.21% | 3,595 | 307 | 9.3% | $11.48万 | 加仓 |
| CAT | CATERPILLAR INC | $136.14万 | 0.22% | 1,278 | 724 | 130.7% | $77.13万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $136.51万 | 0.22% | 18,592 | 1,685 | 10.0% | $12.37万 | 加仓 |
| MCD | MCDONALDS CORP | $138.60万 | 0.22% | 5,128 | 1,174 | 29.7% | $31.73万 | 加仓 |
| WMT | WALMART INC | $140.18万 | 0.22% | 12,375 | 4,624 | 59.7% | $52.38万 | 加仓 |
| IGIB | ISHARES TR | $141.12万 | 0.23% | 26,542 | 636 | 2.5% | $3.38万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $143.57万 | 0.23% | 68,838 | 1,155 | 1.7% | $2.41万 | 加仓 |
| V | VISA INC | $143.84万 | 0.23% | 4,194 | 89 | 2.2% | $3.05万 | 加仓 |
| IEI | ISHARES TR | $146.04万 | 0.23% | 12,431 | 1,756 | 16.4% | $20.63万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $147.16万 | 0.23% | 48,777 | 42,077 | 628.0% | $126.95万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $147.62万 | 0.24% | 26,136 | 1,173 | 4.7% | $6.63万 | 加仓 |